1. Introduction
Retrieval-induced forgetting (RIF) refers to when people retrieve a piece of information in their memory, but forget the information related to it [
1]. It has been established as a robust phenomenon through extensive research [
2,
3,
4]. If two or more people share the retrieval process, would RIF still occur? Does the information retrieved by speakers influence the memory of listeners in social interaction? Cuc et al. [
5] initially focused on this issue, finding that when speakers retrieved parts of the information, listeners also experienced forgetting of the related information. This type of forgetting by listeners is called socially shared retrieval-induced forgetting (SS-RIF).
The classic RIF paradigm involves four stages: study, retrieval practice, distractor, and test phases. In the study stage, participants learn “category–exemplar” pairs. Retrieval practice targets certain category exemplars, creating three item types: retrieved (Rp+), unretrieved, but category-related (Rp−), and unrelated (Nrp). The test phase assesses recall of all studied exemplars, revealing that Rp− items are recalled less than Nrp items [
1]. SS-RIF research, typically conducted in pairs with a speaker and a listener, follows a four-phase paradigm. Unlike RIF, the speaker performs retrieval practice while the listener evaluates the speaker’s accuracy, with both sharing the same Rp+, Rp−, and Nrp items [
5].
Anderson et al. [
1] initially introduced the inhibition theory for RIF, where non-target items are inhibited during retrieval practice to reduce competition with targets, weakening their memory representations and leading to impaired recall on subsequent tests. The inhibition mechanism aims to resolve competition from non-target items. More recently, the blocking theory has emerged, proposing that retrieval practice strengthens the association of target items and category cues, causing non-target items to be blocked during testing [
6,
7]. The scholarly community is divided, with some studies supporting inhibition alone and others backing blocking, each questioning the other’s validity [
8]. While most studies attribute RIF to a single mechanism, the “two-factor” theory suggests that both inhibition and blocking contribute to RIF [
9,
10]. The “two-factor” theory, while comprehensive, is a concept that has yet to be precisely articulated. It raises unresolved questions, such as whether both mechanisms operate simultaneously in all RIF instances, their respective contributions, and the conditions under which they act.
Interference dependence is a key aspect of RIF supporting the inhibition theory, where non-target items are inhibited during retrieval practice only when they compete with target items, with greater competition leading to greater RIF [
11]. Studies on item strength have been crucial in demonstrating this dependence. Researchers typically manipulate item strength based on the taxonomic frequency of exemplars within their category, with those exemplars with higher taxonomic frequencies as strong items and those with lower taxonomic frequencies as weak items [
1,
12]. Inhibition theory suggests RIF is limited to strong items that compete more intensely, requiring the activation of inhibitory processes to resolve this competition. Blocking theory, however, predicts RIF in both strong and weak items, as retrieval practice strengthens item–cue associations, potentially blocking non-target recall regardless of initial strength. These contrasting predictions distinguish the mechanisms underlying RIF. Anderson et al. [
1] observed that RIF occurred only with strong items, and there was no RIF with weak items. Migueles and García-Bajo [
12] replicated these findings. Both of these studies employed cued recall within the RIF paradigm. Beyond cued recall, other researchers have noted similar results using different test formats. Bai and Liu [
13] controlled for output interference by using category-plus-stem recall and discovered that RIF also occurred only for strong items. Additionally, Reppa et al. [
14] obtained consistent results in the context of recognition tests. Collectively, these findings lend robust support to the inhibition mechanism.
Some studies on item strength diverge from the “interference dependence” prediction. Williams and Zacks [
15] replicated Anderson et al.’s work [
1], finding equal RIF magnitudes for both strong and weak items, challenging the inhibition mechanism. Jakab and Raaijmakers [
16] defined strong items by recall performance and examined RIF effect through item position and numbers of study sessions, finding no item strength influence on RIF. Explaining these findings requires further consideration.
The type of test in the RIF paradigm influences the contribution of inhibition and blocking mechanisms. In recognition tests or category-plus-stem recall, the “strength” effect is minimized, reducing the blocking mechanism’s impact [
7,
17]. These conditions have consistently supported the inhibition mechanism through interference dependence. The item strength debate mainly arises in cued recall studies, where Rp− items face both inhibition during retrieval and blocking during testing, allowing both mechanisms to operate [
8]. So far, we have reviewed studies on the effect of item strength on RIF. Despite varying findings, it is worth noting that interference dependence is a technique used to explore both inhibition and blocking theories. The occurrence of RIF only in strong items aligns with the predictions of the inhibition theory, presenting a challenge for the blocking theory to account for this phenomenon. It is crucial to acknowledge that this does not invalidate the blocking mechanism; rather, it highlights the complexity of RIF mechanisms that remain a subject of ongoing scholarly debate.
Studies have extensively examined RIF mechanisms, yet SS-RIF has received less attention. SS-RIF, a variant of RIF, is often presumed to share RIF’s underlying mechanisms [
18,
19]. However, this assumption requires scrutiny due to the distinct roles of speakers and listeners, evident in both laboratory and daily interactions. In labs, speakers retrieve information based on cues, while listeners evaluate responses, akin to a recognition task [
20]. In natural social interactions, listeners may either remain silent while the speaker is speaking (e.g., during a lecture or in a classroom) or actively engage in dialogue with the speaker (e.g., when discussing various topics). These scenarios highlight the disparities in the cognitive processes of listeners and speakers. Consequently, the proposition that listeners and speakers share identical cognitive mechanisms requires additional empirical support. Some researchers have explored the mechanisms of SS-RIF and discovered that RIF mechanisms differ between listeners and speakers.
Abel and Bäuml [
20] first explored SS-RIF mechanisms using the two-factor theory, finding equivalent RIF and SS-RIF magnitudes in category-cued recall, but smaller SS-RIF in recognition tests. They suggested that speakers experienced greater inhibition and less blocking, whereas listeners experienced greater blocking and less inhibition. However, this conclusion needs scrutiny: not all RIF instances may involve both mechanisms. If both were always at play, weak items should consistently show RIF across cued recall. Zhang et al. [
21] found RIF in speakers with high inhibition and SS-RIF in listeners with low inhibition, indicating potential RIF and SS-RIF mechanism divergence. Thus, given task differences in the retrieval practice phase and mixed findings on SS-RIF and RIF mechanisms, further research is needed to fully understand SS-RIF processes.
The goal of this study was to examine the mechanisms of SS-RIF, which we analyzed by examining SS-RIF and RIF with different item strengths. To achieve this, we categorized exemplars as strong or weak based on their taxonomic frequencies and employed a cued recall methodology. This approach enabled a more comprehensive examination of the SS-RIF mechanisms. Additionally, we re-evaluated previous controversial findings concerning the RIF of strong and weak items within the context of our study. In Experiment 1, we classified exemplars into strong and weak items based on their taxonomic frequencies and observed their SS-RIF and RIF. If only strong items exhibited SS-RIF and RIF, it would support the inhibition theory. If both strong and weak items exhibited SS-RIF and RIF, it would support the blocking theory or the two-factor theory.
Experiment 2 controlled for item strength by varying the number of study sessions. Restudying items is recognized as an effective method for enhancing item strength [
16,
22]. Jakab and Raaijmakers [
16] conducted a comparative analysis of RIF in conditions where non-target items were studied either once or twice. They hypothesized that the strength of these items would be enhanced following two study sessions, and in line with interference dependence, they anticipated a greater degree of RIF effect. Contrary to the predictions, their findings indicated no significant difference in RIF magnitude between single and dual study conditions. This discrepancy led to a challenge to interference dependence and served as a critical piece of evidence against the inhibition mechanism. To date, their research remains unique in its approach to refuting interference dependence by increasing study sessions to enhance item strength. However, a significant body of previous research has provided ample support for interference dependence [
23]. The examination of interference dependence based on the number of study sessions is currently limited to a single study, which may not represent generalizable results. Therefore, in Experiment 2, controlling study sessions aimed to enhance items and assess their effect on RIF and SS-RIF. This strategy both expanded understanding of study sessions effect on RIF, allowing comparison with Jakab and Raaijmakers [
16], and examined changes in RIF and SS-RIF for strong and weak items after restudy.
4. General Discussion
In this study, two experiments investigated the effect of item strength on SS-RIF to explore its mechanisms. Experiment 1, using the SS-RIF paradigm, revealed RIF and SS-RIF in strong items only. Experiment 2, with increased study sessions, replicated these findings, aligning with “interference dependence” and supporting the inhibition mechanism for both RIF and SS-RIF. The consistent performance across experiments suggests similar underlying mechanisms for RIF and SS-RIF.
Firstly, this study bolstered the inhibition theory’s account of SS-RIF and RIF, with RIF evident solely among strong items, corroborating prior research [
1,
13,
25]. Listeners mirrored this pattern, showing SS- RIF exclusively for strong items. Contrary to the blocking theory’s anticipation of RIF in both item strengths due to strengthened Rp+ items, our findings revealed enhanced recall for Rp+ items without diminished performance for Rp− items in weak items. This outcome challenges the general applicability of the blocking mechanism to RIF and SS-RIF.
Such results, where only strong items exhibited RIF and weak items did not exhibit RIF, were consistent with the study by Anderson et al. [
1]. Their findings on item strength are critical evidence in support of “interference dependence.” Anderson originally proposed the inhibition theory of RIF, which essentially aimed to resolve the competition from non-target items during the retrieval phase. For strong items, it is more likely that they will be activated, leading to competition during the retrieval phase, where the inhibition mechanism needs to operate effectively. Weak items are inherently difficult to activate sufficiently to compete, so there is no need for the inhibition mechanism to work. For SS-RIF, researchers have suggested that SS-RIF and RIF have similar mechanisms [
18,
19]. The reason that listeners forget the same content as speakers is that the listener “covertly retrieves” the content of the speaker’s words, whether through “covert retrieve” leading to inhibition of Rp− items, blocking by strengthening Rp+ items, or a combination. Our study clarifies this by demonstrating SS-RIF in strong items only, suggesting that SS-RIF is likely an effect of the inhibition mechanism.
Secondly, in our examination of SS-RIF and RIF, we build upon the comparative analysis conducted by Abel and Bäuml [
20]. They posited that SS-RIF is more susceptible to the blocking effect and less influenced by the inhibition process than RIF, a conclusion grounded in the two-factor theory framework. However, our study’s findings challenge this conclusion, suggesting that the inhibition and blocking mechanisms may not always operate simultaneously. Contrary to the expectation that both mechanisms would be active concurrently, in our results, neither RIF nor SS-RIF was observed for weak items across both experiments. This observation prompts a reconsideration of the two-factor theory’s applicability in all contexts. We do not aim to refute the theory, but rather to highlight potential limitations in its generalizability, particularly in light of our findings. The operation of RIF mechanisms could differ between speakers and listeners, influenced by contextual factors. For instance, under conditions favoring inhibition, similar patterns may emerge in both. However, when inhibition and blocking operate together, listeners’ inhibition might be reduced. Additionally, we suggest that experimental conditions could selectively enhance the blocking mechanism, indicating a need for further research.
Thirdly, certain findings challenged the property of “interference dependence”. Williams and Zacks [
15] challenged “interference dependence” by replicating Anderson et al. [
1] and finding RIF in both strong and weak items, suggesting a primary role for blocking over inhibition. However, in their Experiment 2, strong items showed greater enhancement of Rp+, while weak items exhibited greater impairment for Rp−, contradicting the blocking theory’s expectations. The inconsistencies indicate that blocking theory may not solely explain the observed RIF in Williams and Zacks’s study, implying a potential dual contribution from both inhibition and blocking mechanisms. Extended presentation times, as in Williams and Zacks’s study (8 s per exemplar versus Anderson’s 5 s) and longer retrieval times (10 s), likely strengthen item–cue associations, facilitating blocking of non-target items and contributing to RIF in weak items. Raaijmakers and Jakab [
26] also found RIF with low-frequency items through non-competitive retrieval, suggesting that weak items can induce RIF via blocking given certain conditions. This points to the possibility of both blocking and inhibition mechanisms operating simultaneously, especially with stronger item–cue associations.
Jakab and Raaijmakers [
16] similarly did not find that strong items exhibit a larger RIF effect than weak items. While memory performance differed for items at different positions within a category, there was no difference in RIF across these positions. Additionally, restudying improved memory performance, but the magnitude of RIF was equivalent between the single-study and double-study conditions. These results did not support interference dependence, but were consistent with the results of the present study. None of them reflected the effect of memory performance on SS-RIF and RIF. Our analysis suggests the result is related to the inhibitory mechanism’s operation, as described by Saunders and MacLeod [
27], where inhibitory control restricts activation spread at the category level. The competitive level correlates with non-target item activation, and competition strength determines the degree of non-target inhibition.
Anderson et al. [
1] categorized items by taxonomic frequency, with higher-frequency items more likely to activate and compete with targets, exhibiting RIF due to greater susceptibility to inhibition. In Jakab and Raaijmakers’s study [
16], all items were of moderate taxonomic frequency. Based on category cues, the extent to which these items can be activated should be equivalent. Although the memory performance of items in different category positions varied, the Rp+ and Rp− items were similar across all category positions. This means that there was no difference in the level of activation that they could generate, and the competitive strength of non-target items remained unchanged. Therefore, it became difficult to demonstrate variations in the magnitude of RIF at different positions.
Consistent with the study by Jakab and Raaijmakers [
16], the present study also failed to detect an impact of restudy on RIF and SS-RIF. Jakab and Raaijmakers [
16] proposed that restudy, by enhancing memory performance, should lead to increased item strength and consequently more pronounced RIF following restudy. However, their findings did not meet these expectations. Similarly, a comparison between Experiment 2 and Experiment 1 in this study did not reveal any differences in the magnitude of RIF or SS-RIF between the two experiments. This is a noteworthy issue, because the RIF and SS-RIF performance of both strong and weak items in both experiments is in line with “interference dependence,” yet the results before and after restudy do not conform to “interference dependence.” We propose two hypotheses to explain these findings. One is that the “item strength” associated with restudy is distinct from the “item strength” related to exemplar taxonomic frequency. Extensive research has shown that the “item strength” tied to taxonomic frequency is closely linked to the competitive strength among items [
23]. The “item strength” enhanced by restudy may not be related to the competitive strength of items within the RIF paradigm; thus, despite improved memory performance following restudy, no change in RIF was observed. Another hypothesis is that the intensity of restudy is insufficient. Although memory performance for items improved in both this study and that of Jakab and Raaijmakers [
16] through restudy, this enhancement did not reach a qualitative threshold that could trigger a substantial increase in competitive strength among items, and accordingly no change in RIF was observed. However, if the intensity of restudy is sufficient, an increase in RIF could still be observed. Future research can adjust the conditions of restudy to test these hypotheses.
Limitations. This study provides support for the inhibition mechanism of SS-RIF and RIF from the perspective of item strength. However, our findings do not negate the potential role of the blocking mechanism. Drawing on comparisons with prior research, we suggest that there may be specific boundary conditions under which the blocking mechanism operates, a topic ripe for exploration in future studies. The use of cued recall in our study, while comprehensive for SS-RIF examination, presents challenges in controlling for output interference. Nonetheless, evidence suggests that recall order does not influence RIF [
12,
28], implying that our conclusions are robust to this limitation. Recruitment via advertisements resulted in a predominantly female participant pool and limited the sample to university students, which are limitations of this study. Future studies should broaden the sample of participants to better understand the mechanisms of SS-RIF and RIF across different groups.