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A Meta-analysis of the Spacing Effect in Verbal
Learning: Implications for Research on
Advertising Repetition and Consumer Memory
CHRIS JANISZEWSKI
HAYDEN NOEL
ALAN G. SAWYER*
The effects of repeated advertising exposures depend on the size of the interval,
or space, between ad exposures. A meta-analysis of 97 verbal learning studies
identified several stimulus characteristics and learning context factors that interact
with stimulus spacing to facilitate memory for repeated information. The majority
of the findings are consistent with the predictions of two enhanced processing
explanations of learningthe retrieval hypothesis and the reconstruction hypothesis. These two hypotheses predict that an effective repetition strategy should
encourage incidental processing during one presentation of the material and intentional processing during the other presentation of the material, but the hypotheses differ about the optimal order of these two types of processing. Thus, the
most effective repetition strategy may be a combination of spaced exposures that
alternate in terms of media that are involving (e.g., television commercials) and
less involving (e.g., billboards, product placements).
138
2003 by JOURNAL OF CONSUMER RESEARCH, Inc. Vol. 30 June 2003
All rights reserved. 0093-5301/2004/3001-0011$10.00
SPACING EFFECT
139
validity of advertising field studies, it can be a useful foundation for generating hypotheses about how different advertising content could differentially benefit from repeated
exposure. This premise encouraged us to perform a metaanalysis of the spacing effect. A meta-analysis should provide two benefits. First, it should motivate hypotheses about
relationships among ad content or context, ad repetition, and
memory. For example, we know that some manufacturers
use meaningful words as brand names, whereas others (e.g.,
Procter and Gamble) use meaningless words. It may be interesting to know how other literatures account for the initial
memory benefits of meaningful words and the potential
memory benefits of repeated exposure to different classes
of words.
The second benefit of the meta-analysis is the potential
insight about how people learn via repetition. In the marketing literature, the most popular explanation of learning
via repetition is encoding variability theory (cf. Singh et al.
1994; Unnava and Burnkrant 1991). Encoding variability
theory predicts that presenting a series of ads containing
slight variations on a theme (e.g., the Absolut Vodka ad
campaign) enhances memory for the ad material. The verbal
learning literature has proposed competing theories that can
account for the findings attributed to encoding variability
(Dempster 1996; Postman and Knecht 1983). These competing theories may provide further insight into the memory
processes responsible for learning via repetition.
This article is organized as follows. First, we discuss five
of the explanations that have been proposed to account for
the spacing effect. Next, we offer 10 hypotheses implied by
one or more of these theories, paying special attention to
stimulus and context features that differentiate among the
prediction of the explanations. Then we present the results
of 97 independent studies that provide 269 data points for
testing the hypotheses. Finally, we identify relationships
among processing goals, stimulus characteristics, and the
spacing of stimulus presentations and discuss how these
relationships may provide insight into how consumers form
memories of marketing information.
Attention Hypothesis. The attention hypothesis (Hintzman 1974) attributes the poorer recall in a massed stimulus
presentation condition to people voluntarily paying less attention to P2 (presentation 2) when it occurs shortly after
P1 (presentation 1). People recognize that P2 is repetitive
Reconstruction (Accessibility) Hypothesis. The reconstruction hypothesis predicts that the spacing effect
strengthens to the degree that the stimulus is reconstructed
at P2 (Jacoby 1978). The hypothesis assumes that the act
of perception requires a construction of a representation of
Rehearsal Hypothesis. The rehearsal hypothesis predicts that a massed presentation schedule inhibits recall because it limits rehearsal of P1 in a P1-P2 presentation sequence (Rundus 1971). The hypothesis assumes short-term
memory always contains a set of rehearsal items. The probability of an item being in the rehearsal set decreases as the
time since its exposure increases. When P2 occurs shortly
after P1, it limits the rehearsal of P1 because it is more apt
to replace P1 in the rehearsal set. When P2 occurs much
later than P1, P1 has been rehearsed until it was naturally
dropped from the rehearsal set. Since memory is aided by
more rehearsal, distributed presentations should create better
memory for the material.
Encoding Variability. The encoding variability hypothesis predicts that spaced presentations enhance recall because they allow for the formation of more cue-target associations (Glenberg 1979; Melton 1970). Glenberg (1979)
posits that cues can be general (e.g., associations to the learning environment), contextual (e.g., associations to contingent
items), and descriptive (e.g., associations to the stimulus).
Increasing the amount of time between P1 and P2 creates a
greater opportunity for general, contextual, and descriptive
cues to change. To the extent that the processing of a stimulus
reinforces associations to available cues, a spaced presentation
schedule should result in more cue-target associations and a
greater likelihood that a retrieval cue will be available at test.
Retrieval cues have also been classified as semantic or structural (Challis 1993). Semantic cues can be strong or weak
associates of the target stimulus, whereas structural cues are
organizational (e.g., position in list) or contextual (e.g., learning episode, learning location, font, color) events.
140
ANALYSIS
Procedure
An extensive search of the PsychINFO database was performed for the years 18872000. The database was searched
using key terms: spacing effect, lag effect, distributed presentation, and spaced presentation. All referenced papers in
SPACING EFFECT
141
Hypothesis Tests
Ten hypothesis tests were performed. The hypotheses and
test results are summarized in table 1 and the meta-analysis
statistics and mean recall by variable are reported in table
2.
TABLE 1
TESTING COMPETING ACCOUNTS OF THE SPACING EFFECT
Hypotheses
Encoding
Attention Rehearsal variability
Loga
2. The spacing effect for verbal stimuli will be ______ than for pictorial
stimuli.
Loga
Loga
Retrieval
Reconstruction
Inverted-U Loga
Level
Logb
Inverted-Ub
Stronger
Cued: pictorial
Free: strongera Free: verbal
3. The spacing effect for meaningful stimuli will be ______ than for
meaningless stimuli.
4. The spacing effect for familiar stimuli will be ______ than for novel
stimuli.
Stronger
Stronger
Stronger
Weaker
Weaker
6. The spacing effect for bi-modal stimuli will be ______ than for unimodal stimuli.
Weaker
7. The spacing effect for related cues will be ______ than for unrelated
cues.
Stronger
Stronger
Stronger
Strongera Strongera
9. The spacing effect for isolated stimuli will be ______ than for embedded stimuli.
Stronger
Stronger
Weaker
Weaker
Weakera
Weakera
Nulla
Strongera Strongera
Stronger
8. Intentional processing will result in a ______ spacing effect than incidental processing.
Stronger
Nulla
Weaker
Weaker
Strongera Strongera
Stronger
Stronger
Weaker
Nulla
Strongera Strongera
Weakera
Weakera
Nulla
Strongera
Weaker
Weaker
Strongera
Weaker
Nulla
Strongera
b
c
x2
25.67*
.89
.235
.430
.397
Free: pictorial
.174
Meaningful
.335
Meaningless
.509
Familiar
.338
Novel
.424
Structurally complex
.330
Simple
.325
.325
Bi-modal
.302
Uni-modal
.347
Related
.404
Unrelated
.297
Intentional
.352
Incidental
.236
Insolated
.333
Embedded
.371
Structurally complex
.327
Simple
.331
.330
4.75*
6.39*
20.04*
2.72c
1.56
19.95*
.51c
1.21c
9.24*
.26
2.30
5.55*
SPACING EFFECT
143
TABLE 2
INFLUENCE OF STIMULUS FACTORS ON SIZE OF SPACING EFFECT
Spacing
Stimulus form:
Nonsense word
Word
Sentence
Picture
Stimulus meaningfulness:
Meaningless
Meaningful
Stimulus familiarity:
Familiar
Novel
Stimulus complexity:
Simple
Structurally complex
Semantically complex
Stimulus variety:
Unimodal, visual
Unimodal, auditory
Bimodal
Cue relatedness:
Unrelated
Structurally related
Semantically related
Learning goal:
Intentional
Incidental
Presentation context:
Isolated
Embedded
Intervening material:
Simple
Structurally complex
Semantically complex
Number of
qualifying
cases
Combined
effect size (r)
Combined
Z
14
189
40
24
.454
.330
.378
.303
8.35
30.06
17.49
10.91
!
!
!
!
9
256
.509
.335
253
12
Fail-safe N
% recall
massed
% recall
spaced
.001
.001
.001
.001
347
62,909
4,480
1,031
.333
.405
.336
.551
.490
.513
.459
.651
6.93
36.44
! .001
! .001
151
125,378
.267
.411
.444
.518
.338
.424
37.25
5.83
! .001
! .001
129,469
139
.404
.411
.511
.575
200
57
12
.325
.330
.586
30.04
18.38
14.08
! .001
! .001
! .001
66,518
7,060
867
.406
.413
.341
.513
.512
.526
134
75
60
.290
.449
.302
21.76
26.00
16.42
! .001
! .001
! .001
23,311
18,656
5,920
.395
.391
.433
.485
.550
.532
19
4
15
.297
.455
.391
6.65
9.02
8.87
! .001
! .001
! .001
292
116
421
.455
.460
.415
.525
.665
.539
238
31
.352
.236
29.83
10.06
! .001
! .001
78,050
1,128
.406
.383
.524
.440
228
41
.333
.371
33.68
16.59
! .001
! .001
95,365
4,129
.410
.338
.521
.447
215
39
8
.331
.327
.419
32.39
16.82
4.72
! .001
! .001
! .001
8,3149
4,040
58
.397
.502
.277
.510
.587
.398
NOTE. The combined effect size (r), combined Z, p, and fail-safe N are based on listed qualifying cases. Average percentage recall scores are based on
qualifying cases from 216 studies using recall as a dependent measure.
more difficult to retrieve at P2. The reconstruction hypothesis prediction is based on the assumption that novel stimuli
are harder to retrieve and are more likely to be reconstructed
at P2.
The effect size was larger for novel stimuli (M p
.424) than the familiar stimuli (M p .338) , but this difference was not statistically significant (x 2 (1) p 2.72, p 1
.10). We were concerned that this test was nondiagnostic
due to the lack of power created by the small number of
observations in the novel condition (e.g., n p 12). An additional test used the standardized mean performance data
reported in table 2. The difference in the average proportion
of correct responses was greater for novel stimuli
(Mmassed p .411, Mdistributed p .575) than familiar stimuli
(Mmassed p .404, Mdistributed p .511; (F(1, 214) p 4.78, p !
.05). The direction of the effect size differences in the two
tests and the statistical significance of the second test are
consistent with the predictions of the retrieval and reconstruction hypotheses.
144
effect size did not differ significantly from the average effect
size for bimodal stimuli (M p .302; x 2 (1) p 0.51, p 1
.10). The average effect size for the unimodal auditory stimuli (M p .449) did significantly differ from the average
effect size for bimodal stimuli (M p .302; x 2 (1) p
8.90, p ! .05). These results are partially consistent with the
predictions of the attention, retrieval, and reconstruction
hypotheses.
Unrelated/Related Cues in a Paired-Associate Learning Task. Stimuli can be learned in a paired associate task
in which the cue and target are unrelated (e.g., wood-snow),
structurally related (e.g., crow-snow), or semantically related (e.g., ice-snow). The rehearsal hypothesis predicts that
related cues should make cue-target associations easier to
rehearse. Sustaining rehearsal between P1 and P2 should
lead to a stronger spacing effect. The encoding variability
hypothesis predicts no influence of cue relatedness. Experiencing the same paired-associate at P1 and P2 limits the
degree to which other cues can become associated with the
target stimulus. The retrieval and reconstruction hypotheses
predict that it will be more difficult to retrieve or reconstruct
a stimulus as the target and cue become less related. This
additional processing should lead to a stronger spacing effect
for unrelated targets.
A test for differences in the average effect size across
different types of cues was not statistically significant
(x 2 (2) p 1.35, p 1 .10). Also, in a separate test, the average
effect size for unrelated cues (M p .297) did not differ from
the effect size for both types of related cues (M p
.404; x 2 (2) p 1.21, p 1 .10). The statistically insignificant
test of the spacing effect is consistent with the encoding
variability hypothesis. However, the low statistical power
due to the small number of studies investigating cue relatedness led us to run an additional test using the standardized
mean memory performance data reported in table 2. The
improvement in memory for structurally related
(Mmassed p .460, Mdistributed p .665) and semantically related
(Mmassed p .415, Mdistributed p .539) cues was significantly
greater than the memory improvement for unrelated cues
(Mmassed p .455, Mdistributed p .525; F(1, 28) p 7.53, p !
.05). This result is consistent with the rehearsal hypotheses.
However, it is noteworthy that the one direct test of this
hypothesis found no difference between semantically related
and unrelated cues (Johnston et al. 1972).
SPACING EFFECT
145
that is processed between repeated presentations can be simple (e.g., nothing, monosyllabic words), structurally complex (e.g., multisyllabic words, sentences), or semantically
complex (e.g., text passages, sentences in a story line). The
rehearsal hypothesis assumes that semantically and structurally complex intervening material is more difficult to
rehearse and, thus, interferes with the rehearsal of the target
material. As a consequence, the target material becomes less
sensitive to the spacing manipulation. In contrast, the encoding variability hypothesis assumes that the surrounding
material is a contextual cue and complex surrounding material will engender a stronger spacing effect. The retrieval
and reconstruction hypotheses differentiate among the type
of complexity represented in the intervening material. The
former predicts that semantically complex intervening material should make retrieval of P1 more difficult at a delayed
P2, thus resulting in a stronger spacing effect relative to
both simple and structurally complex intervening material
conditions. The reconstruction hypothesis also predicts a
stronger spacing effect for semantically complex intervening
material since it should be more difficult to retrieve P1 and
force reconstruction of the stimulus representation at a distributed P2.
A test for differences in the average effect size across
different types of intervening stimulus complexity was statistically significant (x 2 (2) p 6.78, p ! .05). The effect size
for semantically complex intervening stimuli (M p .419)
was significantly greater than when either simple intervening stimuli (M p .331) or structurally complex intervening
stimuli (M p .327) were used (x 2 (1) p 5.55, p ! .05), with
no significant differences between the latter two conditions
(x 2 (1) p 2.30, p 1 .10). These results are consistent with
the predictions of the retrieval and reconstruction
hypotheses.
146
DISCUSSION
There were two goals for this research study. The first
goal was to gain insight into the processes responsible for
the memory improvement that results from distributed presentations. Our meta-analysis, which is the first to examine
the spacing literature, was used to compare five learning
theories: the attention, rehearsal , encoding variability, retrieval, and reconstruction hypotheses. The results are most
consistent with the retrieval and reconstruction hypotheses.
The retrieval (five successful predictions) and reconstruction
(seven successful predictions) theories perform best, followed by encoding variability with three correct and two
partially correct predictions. This result is surprising given
that voluntary attention (e.g., Malaviya and Sternthal 1997)
and encoding variability (e.g., Schumann et al. 1990; Singh
et al. 1994; Unnava and Burnkrant 1991) have been the
dominant explanations of spacing effects within the consumer behavior literature.
Although we again note that almost all of the studies that
were available for our meta-analysis came from the verbal
Repetition and Memory. It is well known that repetition of advertising is an effective learning tool. Laboratory
(e.g., Singh et al. 1994) and field (Zielske 1959) evidence
shows that memory for repeated material improves as the
SPACING EFFECT
147
Conclusion
Our meta-analysis of the spacing effect has produced
some interesting results. We have offered several propositions based on these results and the two theories most consistent with the data. Clearly, such propositions must be
tested in a marketing context and in the field. We hope that
these results and inferred propositions intrigue other consumer researchers, and we encourage them to join us in this
future research.
148
[David Glen Mick served as editor and Donald R. Lehmann served as associate editor for this article.]
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