Association for Information Systems AIS Electronic Library (AISeL) ICIS 1980 Proceedings International Conference on Information Systems (ICIS) 1980 A CRITIQUE OF COGNITIVE STYLES THEORY AND RESEARCH Ronald N. Taylor University of British Columbia Izak Benbasat University of British Columbia, [email protected] Follow this and additional works at: http://aisel.aisnet.org/icis1980 Recommended Citation Taylor, Ronald N. and Benbasat, Izak, "A CRITIQUE OF COGNITIVE STYLES THEORY AND RESEARCH" (1980). ICIS 1980 Proceedings. 25. http://aisel.aisnet.org/icis1980/25 This material is brought to you by the International Conference on Information Systems (ICIS) at AIS Electronic Library (AISeL). It has been accepted for inclusion in ICIS 1980 Proceedings by an authorized administrator of AIS Electronic Library (AISeL). For more information, please contact [email protected]. 11111111111 1 011011111 lili 111 lili A CRITIQUE OF COGNITIVE STYLES THEORY AND RESEARCH RONALD N. TAYLOR Faculty of Commerce and Business Administration University of British Columbia IZAK BENBASAT Faculty of Commerce and Business Administration University of British Columbia ABSTRACT Within the past decade many writers and researchers have recognized the importance of including psychological characteristics in managerial decision models. Cognitive styles have been singled out for research attention to determine their importance in information use and the acceptance of the recommendations made by management Despite the evidence that cognitive styles scientists. influence information processing in these contexts, conceptual and methodological weaknesses have seriously hampered the Among the conclusiveness of cognitive syles research. weaknesses evident in cognitive styles research studies are: 1) inadequately formulated theory of cognitive styles, 2) the use of a great many inadequately validated measuring instruments for assessing cognitive styles, and 3) faulty research designs. A review of the cognitive styles literature is presented; then these three problems are discussed and suggestions are made for correcting these limitations in cognitive styles research. 1. A INTRODUCTION Within the past decade, the accounting and mangement information (MIS) ·design literature has reflected an increased attention the to recent report of the American Accounting Association Committee on Human Information Processing (2) states that an understanding of the variables and processes involved in human information processing and decision making psychological is a characteristics of the decision maker. Research in this area has been stimulated prerequisite to improving human decisions. by hypotheses such as "the utility of a discussed in the above report and one One particular type of information can not be (4) attuned and tested the impact of literature Witkin (44) ib defines have discussed three types of managerial empirically cognitive information systems design: complexity, 2) independence-dependence, psychological systematic-heuristic. on information system and use. Among the acceptance characteristics examined are tolerance MIS cognitive style which have relevance for will use most effectively' (30, p. 478). charactistics categories cognitive styles as "the characteristic, self-consistent modes of functioning which individuals show in their perceptual and intellectual activities." Bariff and Lusk should be given the kind of information to have and "cognitive styles." to conform to one type of information system, rather each psychological type number of studies psychological accounting that "the designers of information systems should not force all psychological types A the which has received attention in the effectively evaluated apart fromthe users of that information," (15, p. 518), and which he is psychologically of These for ambiguity (15), dogmatism (25,37), risktaking propensity (37), and cognitive roles styles in cognitive styles 1) field and and 3) the research which has investigated their (9). 82 in accounting and MIS are examined paper. The research evidence this suggests that both problem characteristics and user Two additional studies. relating to influence characteristics cognitive complexity are discussed below. decision-making strategies and dictate information system design. Simon and Newell have argued that "a few, and only a The Decision Style model of Driver and Mock (17) measures cognitive complexity and segregates decision makers in terms of the amount of information they tend to few, gross characteristics of the human information-processing system use are (36, p. 148). Although there is and the number of solutions they However, two experimental generate. studies (28,34) have failed to support the invariant over task and problem solver" some validity of the model. disagreement regarding the relative impact of problem characteristics and problem solver the characteristics, McKenney and Keen (29)·have developed evidence a model of how decision makers differ in emerging from experimental studies suggests that both problem and decision- their data extraction modes. Receptive types display a desire to analyze all the maker characteristics influence problem-solving strategies and, moreover, detailed raw decision. these two sets of characteristics may data before making a the apparent importance of Preceptive types look for certain cues, deviations from or conformities with their expectations. The intake of information of a preceptive is cognitive styles for managerial decision dictated by his heuristics for cataloguing interact in exerting such influence. Despite what he finds. Tests used to measure these styles are discussed in (21). making and information use, payoff from this line of research has been limited by research which fails to meet adequate The results are standards of quality. 2.2 STUDIES OF FIELD INDEPENDENCE- evident in the discouragement expressed by DEPENDENCE Chervany and Dickson (13) regarding cognitive styles research in MIS. Standards Witkin a1-1- (44) define field independence-dependence in the following for evaluating studies of 1) appropriate fashion: "In a field dependent mode of perceiving, perception is dominated by the and valid measures of cognitive style, and 3) use of research designs capable of overall organization of the field; there cognitive styles include: theory developments, 2) use of reliable is relative inability to perceive parts of This global quality is indicative of limited differentiation. Conversely, a field independent style of perceiving, in which parts of a field are experienced as discrete from organized background, rather than fused with it, is a field as discrete. In the next yielding conclusive results. sections of this paper cognitive styles research related to accounting and MIS is first reviewed and then evaluated in the light of these standards. . a relatively differentiated way of 2. REVIEW OF COGNITIVE STYLES RESEARCH functioning." RELATED TO ACCOUNTING AND MIS Studies by Witkin et al. have shown that 2.1 STUDIES OF COGNITIVE COMPLEXITY Cognitive differentiation extracted complexity (number involves of dimensions Central and integration (number independents have more to Witkin's theory is the contention that the ability to "break-up" from the data), articulation (the fineness of the discrimination process), field analytical and structuring abilities compared to field dependent types (45). a configuration reflects not only of perception, interconnections among rules for combining but also indicates approach to problem solving. data). a basic Although critics have challenged the validity and value of Witkin's conceptualization of cognitive styles Schroeder, Driver, and Streufert (35) have done extensive theoretical and experimental work in cognitive complexity. Paragraph Completion the of of Witkin and his associates has uncovered They developed the an important pyschological construct to Test field (16,47), there exists strong experimental evidence that the work (19,35) to explain managerial information use. measure complex, integrative thinking. Empirical studies (24,35) have shown that integratively more complex individuals can process more concpptual data, derive more clues and search for more information than integratively simple individuals. Such findings Of the three tests developed by Witkin et al. to measure this cognitive style, the Group Embedded Figures Test (45) was selected for use in experiments on the acceptance of managerial reports and are relevant to MIS since the information use. information load appropriate for effective information processing by individuals of different integrative complexity is an In summary, the experimental evidence· published so far on individual differences system design (31). high analyics (field independents) important determinant of information as 83 measured by the GEFT indicates that out perform low analytics ( field dependents) measures 1) perception of objects along a in certain problem solving and decision Low analytics prefer making tasks (8,27). disaggregated data (4,27) and perform evaluation of objects along a thinking vs. sensing (27) logical process, or equally STUDIES OF the at an impersonal The feeling style bestows on a personal, subjective value. things SYSTEMATIC- feeling HEURISTIC types tend to take more stands (30). style measuring systematic-heuristic styles were statistically significant but relatively different problem-solving approaches. Systematic reasoning refers to a tendency problems with rather than a system are that (as systematic or heuristic) was more highly correlated to all other tests than solved any other single test. of Common underlying causal relationships. "the operationally defined by the test itself." He observed that a self-evaluation rating The search is familiar interrelated concepts measure to an emphasis on workable solutions to problem situations. that stated measurements of cognitive style do not measure exactly the same feature, but A more or less explicit model, often stated in quantitative terms, forms the basis for Heuristic reasoning refers each decision. analogies he Therefore, low. to reduce problem situations to a core set of underlying causal relationships. found that the correlations among five different tests characterizes which (40) Vasarhelyi Systematic-heuristic describes a cognitive for 2) While thinking types tend to systematize, STYLES total aimed finding. (8) with disaggregated data compared to aggregated data. 2.3 and thinking style tends to be based on a High analytics prefer (26), and perform better scale On the evaluation dimension, (26) observed that low analytics pre ferred well intuition feeling scale. better with them (8,27), although Lusk summary reports. vs. important role to the extent that they are In a laboratory experiment Vasarhelyi (41) found that heuristics used less information (presented in aggregrate form) applied to the total situation than sense, intuition, and unqualified feelings about future developments play an (9). Analytics analytics. tended to utilize computers in planning more than heuristics did; whereas heuristics expressed more concern with the lack of flexibility of man/machine systems than There is a great diversity in the psychological instruments uaed to measure The findings systematic-heuristic styles. did analytics. of the studies on cognitive complexity and An analytic-heuristic questionnaire developed at the University of Minnesota field independence- dependence styles could be compared since they used the same psychological instruments: however, the same is not true for studies based on the was used in six studies to measure use systematic- heuristic styles. measure Most of these studies were inventory decision making The pioneering research into the to (6). conducted under similar production/ the impact settings. (6) ·reported that the analyticdifferences were not heuristic Barrett systematic-heuristic style was conducted He conducted an by Huysmans (20). experiment the impact of cognitive style on information significantly correlated with performance of cognitive style on acceptance of operation He in the experimental task. partly Huysman explained this finding by indicating that concluded that implementation was more the instrument used to measure styles is a preference inventory, that is, it does not research recommendations. effective when the manager's style matched measure performance abilities. the analytic approach used to arrive at the operations research recommendation report. McKenny and Keen (29) 3. EVALUATION OF COGNITIVE STYLES RESEARCH RELATED TO MIS developed a model which distinguishes between EVALUATING THEORIES OF COGNITIVE STYLE systematic and intuitive (heuristic) USED IN MIS RESEARCH In a problem solving study Keen modes· (21) found that analytics are more likely Most cognitive styles are loosely defined and based upon only rudimentary to pick planning type problems, and heuristics the kind of problems which theories. involve hypothesis testing. Mason and Mitroff (30) have proposed the use of the Myers-Briggs Type Indicator to adequately describe the individual. None of the theories of cognitive style to measure psychological types of decision makers. For example,' there appears to be no simple answer to the question of how many cognitive styles must be postulated which The Myers-Briggs Type Indicator 84 have been applied to MIS have generated as yet a systematic set administered of to the same sample yields related constructs for incorporating cognitive styles within the framework of little information about the validity of The Zmud study (48) is an the tests. personality theary. example of this fallacy applied cognitive styles research. An isolated measure of a personality construct, not placed within the network of other personality constructs, is of limited value in understanding behavior. The extent to which cognitive styles overlap with other accounting and MIS research. constructs (40) (e.g., general to MIS There is little empirical work Which relates various cognitive styles used in intelligence or study described in Vasarhelyi's the previous spatial perception) is not clear, yet this section has shown that the correlations is important in conceptualizing cognitive among various cognitive style measuring styles as a personality construct. While there is little harm in using a construct which overlaps with other constructs in instruments were statistically significant Keen (21) has but relatively low. correlated his systematic-intuitive instrument with the Myers-Briggs Test and reported that, although many of the the literature, it does limit the contribution the new construct can make to understanding information processing and "thinking"- types decision making. it is apparent that a "feeling" type is unlikely to be systematic. Zmud (48) At relative generality of these styles. one extreme, theorists have sought a master cognitive style variable which has control over intuitive style, concluded that the Minnesota instrument primarily measures whether an individual uses a judging or perceptive approach to information acquistion and processing activities problem solving; that is, (e.g., planned Witkin). in correlated the analytic-heuristic instrument used in the Minnesota studies He (6) with the Myers-Briggs Test. Crucial to the issue of how many cognitive styles to postulate is the primary are At the other extreme, or spontaneous whether a strategy is researchers have attempted to specify a employed. number of discrete stylistic variables. While a single master style variable factor analytic study which revealed that the Minnesota analytic-heuristic instrument and the Paragraph Completion Larreche (24) conducted a permits simplicity in theories, this parsimony may be gained at the expense of test were part of the same factor, more Precise explanation of behavior in the Witkin Embedded Figures specific situations. whereas test was loaded more heavily under a different Yet, extreme specificity can lead to a chaotic and factor. conceptually sterile position of positing dimensionality of the cognitive styles a unique cognitive style for each task. The solution to this problem may lie in the organization of cognitive style construct, the factor-analytic studies add variables. It is possible that, Apart from indicating the multi- little insight into the nature cognitive styles measures (3). these factor-analytic studies just as a primary motive or need may subsume a variety of subordinate motives or needs, a relatively independent more basis cognitive style variable such be high on one measure of cognitive style organize a number of less tapped by the various tests; thus it is possible to and low on another measure of cognitive as field independence-dependence may serve to factors of All of showed general style. cognitive style variables. Nevertheless, this variety of cognitive styles used in It is apparent that the various MIS research has led to confusion about measures of cognitive styles used in the literature are not interchangeable and, presumably, will differ considerably in the nature of the construct their implications for MIS design. and has limited the generalizability of findings from studies using the different The inadequacy of theory development measures. in cognitive styles is evident in view of the great many specific cognitive styles reported in the literature, each allegedly Clarifying the nature of the cognitive styles constructs can be approached by indentifying the dimensionality of the measured constructs. generally attempt limited yet, despite several attempts to determine the dimensionality of by a number of The tests. theories that have been developed to predict specific information- processing or decision- cognitive measures, the results are far The great number of measures from clear. making behaviors and have not been concerned with a systematic mapping of the proposed to reflect cognitive styles cannot all be included in a single factoranalytic study, and the studies performed one (10,21,39,40,42) included prefer disaggregated reports, it fails to relatively few measures of cognitive style. Moreover, as Fiske (18) has demonstrated observing patterns of how the analytic- heuristic cognitve correlation for have scores each on two psychological domain of cognitive styles. For example, while this approach permits to assert that heuristics tend to explain why this relationship holds and sytles related either to other cognitive tests styles or to other personality constructs. 85 The confusion regarding cognitive styles can be somewhat alleviated by specifying the cognitive styles in a generic sense. EVALUATING 3.2 AND RELIABILITY THE VALIDITY OF COGNITIVE STYLES MEASURES USED IN MIS RESEARCH To be treatment, for example, analytics can be compared with heuristics to determine the effects due to cognitive style. artifactual age ,'sex , (e.g., Covariates experience) however, may produce results. It is always possible that other characteristics of interpreted meaningfully, subjects which are systematically related must demonstrate adequate reliability and to cognitive styles may remain an alternative explanation for the effects validity, yet little concern for these essential features of tests is evident in control over artifactual results can be measures of psychological characteristics Some attributed tp cognitive styles. attained either in f priori assignments of subjects to treatments (e.g., matching research into cognitive styles. Frequently this information, which is essential for determining the value of the subjects measuring instruments, is not reported in published studies. Exceptions are Vannoy serious problem remains in that subject and (39), (6) Barrett who on the covariates) or by Yet, a particularly covariate analysis. characteristics may interact with task reported characteristics in determining performance -- thus limiting the extent to which the findings can be generalized. For example, reliability figures. Validity of cognitive styles measures cognitive style may interact with task requirements for special knowledge (e.g., can best be approached by construct validation demonstrating a network of as in a warehouse expansion problem) in theory-supporting interrelationships among The result is producing task performance. Vannoy (39) provided one variables. example of using the.multi-trait multi- a theory of cognitive style which is method matrix to test for discriminant and complex and difficult to interpret since convergent validation cognitive (11), but he found theory to cognitive specify styles the into may influence task various levels of experience in the task. The population of primary interest in managerial information processing and placement of variables style performance differently for subjects at that the different measures of cognitive styles that he used failed to converge on the construct. Unfortunately, construct validation requires a well-developed decision making a is the organizational theoretical network of relationships (11, manager and it is important to generalize 32). research conclusion with confidence Such a theory has not formulated. yet been EVALUATION RESEARCH DESIGNS USED COGNITIVE STYLES RESEARCH FOR MIS this population. sufficiently similar to business managers in their information use to justify IN generalizing findings from research conducted on them to managers. Caution must be exercised when managers, due to Research designs typically used to investigate the impact of cognitive styles on information processing are deficient in two important methodological features: to If other subjects are used (e.g., business students) a central issue is whether these subjects are · different'experience, status, or 1) motivations tend to deal with information in ways which differ from processes Adequate provisions are seldom made to typical of subjects who have not acquired these skills, status, or motives. An even more serious problem is the possibility generalizability and 2) control. insure generalizability of findings to that populations of interest. The inadequacies include small sample sizes, failure to randomly assign subjects to treatments, the differences in subject may interact with characteristics experimental treatments, thus threatening both internal and external validity (12). unequal and nonproportionate cell sizes As for F-tests, and experimental research a consequence experimental designs limited to laboratory settings. of these flaws, for cognitive styles research fail to fully captialize upon the Since cognitive styles are attribute ability of experiments to cancel out or variables, subjects are assigned to treatments on the basis of attributes they control for alternative explanations. Similar methodological Generally it is assumed that limited difficulties are presented in attempting availability of subjects of interest and cost of data collection make it advisable already possess. to include other attribute variables (e.g. male vs. female) in experimental designs. One way to partially resolve this to use as few subjects as the requirements difficulty is to measure cognitive styles design permit. separately and, then, to randomly assign subjects to treatdents. Hence, for each and the accompanying statistical tests specify both the requirements for cell of statistical inference and experimental 86 The experimental design frequencies and any additonal requirements using dummy variables in which l's and 0's are assigned to subjects depending on to meet the assumptions of the statistical tests used; whether they possess or do not possess a for example, the existence of equal or proportionate cell frequencies. characteristic. In this sense, the sample size depends on the statistic used, the number of independent variables to be studied partitioned. simultaneously, and be included as Continuous variables can such rather than being Similarly, experimental treatments can be handled as variables. Unequal n's are still a problem with the number of levels multiple regression analysis, but much to be assigned to each independent Ackoff (1) has presented a variable. useful discussion of this issue and less so than is the case with analysis of variance. Also, it is still possible (as in the use of analysis of covariance with provided a table to generate sample sizes experimental designs) from these considerations. to statistically control the effects of certain variables Sample size researcher information can be reduced is willing about certain to if on relations of interest. the give (14) up provide insightful discussions of the use of multiple regression in this type of interactions among the experimental variables. Among research. the options open to the researcher who has no interest in certain interactions, and thus is willing to have them confounded, are the use of Control difficulties have also plagued cognitive styles research. fractional blocks, Both Darlington and Kerlinger and Pedhazur (22) Experimental replication, and latin square designs (23,43). Benbasat (7) provided an example designs for cognitive styles research seldom contain adequate control groups. of the use of fractional factorial design Especially questionable is the issue of determining to what extent subject in cognitive styles research. characteristics interact with treatments The class of experiments using subject (mentioned above) without also determining used in base rates f o r the observed information-processing behaviors. Design behavioral science research, yet the of an experiment rests upon understanding characteristics as appears problem to be of potential variables (38). independent variables increasingly maintaining control over both the sources of error that may mislead the confounding when attribute are used is a difficult one Whereas subjects can be assigned to experimental groups on the basis of type of cognitive style possessed, when there are two or more attribute variables in an (e.g., control over potential sources of error -the control group is a central feature in experimentation and permits any observed differences in the experimental results to eliminating some subjects from the analysis) to have equal or proportionate cell frequencies. This be is because, as in the case of cognitive the influence of the While the full experimental designs A related problem is that partitioning styles, as generally conceptualized, into experimental variable and little control over alternative explanations for research high and low cognitive style (heuristic vs. analytic, perceptive vs. receptive, Dichotomizing to provide more conclusive research findings, a class of quasi-experimental designs has been developed for conditions where there is limited possibility of manipulating the a continuous variable such as cognitive loses information. attributed treatment. styles and general intelligence, such variables are likely to be correlated, not independent. etc.) the procedures (12,33). A strength of the experimental approach is that it does permit direct experiment it is difficult without using artificial means researcher and available for either controlling error or compensating for uncontrolled error findings through random assignment of subjects a to treatments. experimental between cell variance and nonsignificant experiments (5), nonequivalent control groups (12), cross-lagged panel results when, relationships significant. in may fact, be the tested statistically correlations methods (46), such Quasi- continuous variable can mean reduction in as field and time-series designs A better method is to use attempt to simulate manipulation, provide interval or ordinal scales which represent controls over confounding variables, and For probe for causal relationships. elaboration of the features and relative merits of these designs for the reader is referred to more accurately style variables. the continuous cognitive One approach for overcoming these discussions by Campbell and difficulties in cognitive styles research is the use of multiple regression analysis. Multiple regression analysis assume an even more important role in there are any) as independent variables cognitive styles upon complex MIS designs. employs the dichotimous variables Stanley (12) and Taylor and Vertinsky (38). (if 87 Such quasi-experimental designs may 4. CONCLUSIONS REFERENCES 1. Based upon the critique of cognitive Ackoff, R.L. Scientific Method: Optimizing Applied Research Decisions. styles theory and methodology used in New York: empirical research of this variable, a Wiley, (1962). number of conclusions seem appropriate. First, the generic term "cognitive styles" 2. subsumes a great variety of specific cognitve styles and, while useful in indicating the entire class of cognitive styles, its use to refer interchangeably to specific cognitive styles is confusing and misleading. 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