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Review TRENDS in Cognitive Sciences Vol.7 No.

12 December 2003 547

Working memory capacity and its


relation to general intelligence
Andrew R.A. Conway1, Michael J. Kane2 and Randall W. Engle3
1
University of Illinois at Chicago, Department of Psychology (M/C 285), 1007 W Harrison Street, Chicago, IL 60607, USA
2
Department of Psychology, P.O. Box 26170, University of North Carolina at Greensboro, Greensboro, NC 27402-6170, USA
3
School of Psychology, Georgia Institute of Technology, 654 Cherry St, Atlanta, GA 30332-0170, USA

Early investigations of working memory capacity executive-attention control mechanism, which is mediated
(WMC) and reasoning ability suggested that WMC by portions of the prefrontal cortex.
might be the basis of Spearman’s g. However, recent The research to be reviewed draws upon methodology
work has uncovered details about the basic processes from both the differential and experimental traditions of
involved in working memory tasks, which has resulted psychology [7]. Because the Kyllonen and Christal data
in a more principled approach to task development. As provide an excellent point of departure for this review, we
a result, claims now being made about the relation begin with a discussion of the differential approach. We
between WMC and g are more cautious. A review of the then review experimental investigations into the basic
recent research reveals that WMC and g are indeed processes contributing to the performance of WMC tasks
highly related, but not identical. Furthermore, WM span and consider how those investigations inform the differ-
tasks involve an executive-control mechanism that is ential data. Finally, we review studies of the neural bases
recruited to combat interference and this ability is of WMC and g and consider how this work might further
mediated by portions of the prefrontal cortex. More constrain theories of working memory, intelligence, and
combined experimental –differential research is needed their relation. We conclude with problems that still exist
to understand better the basis of the WMC –g relation. with respect to the measurement of WMC and provide
suggestions for future research.
In the past decade, cognitive scientists have entertained
the notion that working memory capacity (WMC) is the Differential approach to the relation between WMC and g
‘Factor X’ that underlies individual differences in general The following review of individual differences studies of
intelligence (or Spearman’s g) [1– 5]. Much of the WMC and g (or general reasoning ability) is restricted to
speculation on this topic has been motivated by a series projects that used latent variable analyses (see Box 1).
of studies published in 1990 by Kyllonen and Christal [6], This criterion was adopted for two reasons. First, latent
in which they demonstrated strong correlations between variables provide a cleaner measure of the construct under
WMC and reasoning ability (r ¼ 0.80– 0.90). As impressive investigation and therefore these analyses provide the
as these correlations were, Kyllonen and Christal them- clearest picture of the true relation between WMC and g.
selves had serious reservations about the battery of WMC Second, the number of published papers containing at
tasks used in their 1990 studies: ‘We concede to a certain least one correlation between a single measure of WMC
degree of arbitrariness in creating tasks according to such and a single measure of intelligence (or reasoning) is
a broad and vague definition of their requirements, and simply too large to be adequately summarized in a brief
readers may find fault with the way we operationalized the review.
working memory factor. But without well-developed Kyllonen and Christal developed the first latent
models of information-processing requirements of the variable analysis of individual differences in WMC and
tasks, we can only proceed with what is available.’ g, and demonstrated strong correlations (near unity)
More recently, differential, experimental, and neuroi- between WMC and reasoning ability (see also [8]). Our
maging research projects have uncovered important main concern here is not with the magnitude of the
details about the information-processing requirements of correlations but rather with the characteristics of the
WMC tasks. The purpose of this paper is to review this battery of their WMC tasks.
recent progress, and in so doing, re-examine the relation Kyllonen and Christal adopted a ‘varied-content and
between WMC and g in light of these new findings. The varied-process’ approach to selecting their battery of WMC
main points to emerge from the review are: (1) the creation tasks. As mentioned above, they did this because well-
of WMC tasks is a much more principled and much less formulated theories of the task requirements of different
arbitrary endeavor than it was in 1990; (2) WMC and g are WMC tasks did not exist. It therefore made sense to select
indeed highly related, but are not the same construct; and a wide range of tasks, in terms of content and process, and
(3) the basis of the WMC– g relation is most likely to be an derive a latent variable from the battery of selected tasks.
The problem with this approach is that it is difficult to
Corresponding author: Andrew R.A. Conway (aconway@uic.edu). ascertain the key cognitive mechanisms underlying
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548 Review TRENDS in Cognitive Sciences Vol.7 No.12 December 2003

These two classes of tasks show differential patterns of


Box 1. Latent variable analyses deficits in different patient populations [13], they predict
Latent variable modeling, also known as structural equation reading and listening comprehension in different ways
modeling (latent variable models with causal paths among latent [10,11], and they reveal different patterns of activation in
variables), and confirmatory factor analysis (latent variable models neuroimaging studies [12] (see Box 2).
without causal paths among latent variables) involves the adminis- Engle and his colleagues exploited this distinction
tration of multiple measures for each hypothetical construct (e.g.
working memory capacity, g) to a large number of subjects, typically
between simple span tasks and WM span tasks in their
100 or greater. The observed measures, or tasks, are referred to as individual differences investigation of WMC and general
manifest variables. Latent variables are derived from the covariance intelligence [11]. They administered several simple span
among manifest variables that putatively measure the same tasks and WM span tasks, as well as two figural/spatial
construct. That is, latent variables represent variance that is shared
tests of g, to a large sample of subjects. The first question
among all the tasks that are being used to identify the construct. As
such, the task-specific variance that is unique to each task is removed, addressed in the study was whether the battery of memory
resulting in a relatively pure measure of the latent construct of tests would be explained by a one- or two-factor latent
interest (see Figure I). variable model. If the WM span tasks indeed tap some-
The statistical goal of a latent variable model is to account for all the thing different from the simple span tasks then a two-
observed correlations among the manifest variables. Thus, the
factor model would be best, and indeed, a two-factor model
model produces what is called a reproduced correlation matrix based
on the relations among manifest variables specified in the model. of the memory tasks fit the data better than a one-factor
The reproduced correlation matrix is then contrasted with the model. Furthermore, the latent variable derived from the
observed correlation matrix. If they are similar then the model is WM span tasks served as a significant predictor of general
thought to fit. Model fit is typically assessed with a chi-square test of fluid ability (r ¼ 0.59) whereas the latent variable derived
independence, which tests whether the reproduced correlation
matrix is independent of the observed correlation matrix. If the two
from the simple span tasks did not.
are statistically independent, then the chi-square statistic is signifi- One potential problem with the Engle project is that the
cant, and the model is considered to be a bad fit. In such a case, the battery of WM tasks consisted solely of verbal WM span
model would need to be revised and then tested again. Model fit is tasks. A more comprehensive approach was adopted by
also assessed via several fit indices, which range from 0 to 1, where 1 Süb and colleagues, who created a battery of tasks that
is considered a perfect fit [40,41]. Also, competing models can be
tested and the difference in chi-square is assessed for significance; if
included both verbal and non-verbal tasks and tests other
the difference is significant then the better fitting model is preferred. than span tasks [14]. Also, they attempted to tap different
signature functions of working memory, such as coordi-
nation, integration, updating, and switching. Despite the
differences in task selection between the Engle project
and the Süb project, the magnitude of the correlation
Task 1 Task 2 between WMC and g was consistent (r ¼ 0.59, r ¼ 0.65,
respectively).
The consistency of the WMC– g relation has been
further supported by two other latent variable analyses,
WMC one by Ackerman and colleagues [15], who observed a
strong correlation between WMC and g (r ¼ 0.58) and
another by Conway and colleagues (r ¼ 0.60) [3], who also
replicated Engle’s null correlation between simple span
and g. A crucial finding from these recent latent-variable
studies is that WM span tasks, such as operation span
Task 3
(see Box 2), load on a separate factor from simple span
tasks, such as digit span [3,11], suggesting that WM
span tasks indeed reflect something different from simple
span tasks. And, not only do WM span tasks load on a
TRENDS in Cognitive Sciences separate factor from simple span tasks, they predict g in
a way that simple span tasks do not [3,11]. Thus, there is a
Figure I. A venn-diagram of the relationship between three working memory boundary condition of sorts, in that one type of immediate
capacity (WMC) tasks. The common variance represents the latent variable memory task reveals stronger correlations than does the
(e.g. WMC) when the task-specific variance is removed.
other. It is imperative then to understand the basic processes
that contribute to the performance of WM span tasks.
performance of the tasks contributing to the latent
variable, which in turn makes it difficult to account for Cognitive-experimental investigations of the basic
the covariation between WMC and g in terms of cognitive processes underlying WM span tasks
processes [5]. One way in which the processes that contribute to WM
More recent research has provided some insight into the span tasks has been explored has been to contrast the
nature of WMC tasks, which allows for a more principled cognitive contexts in which individual differences in WM
approach to task selection. For instance, one clear span relate, and do not relate, to performance. For
distinction among tests of immediate memory is between example, a large and diverse group of subjects are screened
those tasks that require storage versus those that require using WM span tasks, and individuals with greater WMC
storage plus some form of additional processing [9– 12]. are compared with individuals with lesser WMC in
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Review TRENDS in Cognitive Sciences Vol.7 No.12 December 2003 549

Box 2. Memory span tasks


One clear distinction between tests of immediate memory is that to read the operation aloud, say ‘yes’ or ‘no’ to indicate whether the
between ‘simple’ (or short-term memory) span tasks and ‘complex’ (or given answer is correct or incorrect, and then say the to-be-remembered
working memory) span tasks (see Figure I). Simple span tasks, such as word aloud. After a series of operation-word pairs the subject is
digit span or word span, involve the serial presentation of a list of to-be- presented with a recall cue and instructed to recall all the words in
recalled stimuli. The stimuli are presented individually, typically one per correct serial order.
second, and at the end of a series, the subject is required to recall the list Several such span tasks have been developed, including the reading
in correct serial order. span task [10], the counting span task [43], as well as spatial span tasks
WM span tasks are very similar, in that they involve the serial [44]. Each of these tasks consists of a processing component (e.g.
presentation of a to-be-remembered list of stimuli. However, WM span solving math problems) and a storage component (e.g. remembering
tasks also consist of a secondary processing component. For example, words). Although the exact nature of the processing and storage
the operation span task requires the subject to solve simple mathemat- components vary across different span tasks, each of these tasks reveals
ical operations while remembering words for later recall [42]. The good reliability (Cronbach’s alpha ¼ 0.70 –0.80) and all the tasks
subject is presented with an operation –word pair and they are required correlate well with one another (r ¼ 0.40 –0.60) [3,11].

(a) Word span task (b) Operation span task

TREE IS (4 x 3) – 4 = 8 ?
TREE

PILL IS (3 x 2) + 2 = 6 ?
PILL

LOCK IS (1 x 5) – 2 = 3 ?
LOCK

??? ???

TRENDS in Cognitive Sciences

Figure I. Examples of (a) a simple span task (word span), in which serially presented material has to be recalled, and (b) a working-memory span task (operation span),
in which the subject is given simple mathematical operations to solve at the same time as words to be recalled later.

different experimental contexts. Although it is not ideal to WMC. And importantly, the slopes did not differ at all
categorize a continuous variable in this fashion, the between span groups in the no-overlap condition. Fur-
approach has been productive for conducting exploratory thermore, for high WMC subjects, the slopes in the overlap
research to identify experimental manipulations that do and no-overlap conditions were equal, suggesting that
and do not interact with WMC (in fact, this is exactly the high-WMC individuals did not allow the overlap manipu-
type of treatment by organism approach endorsed by lation to impair retrieval, whereas low-WMC individuals
Cronbach [7]). were negatively affected.
The general conclusion from investigations that have The conclusion derived from these empirical findings
adopted this approach is that WMC is related to was that WMC is related to an executive attention ability,
performance in situations in which an executive attention which supports the active maintenance of goal-relevant
control mechanism is needed to combat some form of information in the face of interference. This attention
salient interference, be it proactive interference, response ability is most critical in interference-rich conditions
competition, or habitual but inappropriate responses. For because correct responding cannot be achieved via
example, WMC is related to the speed and accuracy of automatic spreading activation among memory represen-
retrieval of information from long-term memory (LTM), tations, or via habitual responding. In interference-rich
but only when a level of response competition is inherent conditions, such automatic activation or habitual respond-
in the task [16]. In a variant of the classic Sternberg ing leads to errors and, therefore, must be suppressed.
memory-scanning paradigm, subjects committed to mem- This general conclusion is supported by other LTM studies
orydifferent sets of letters of varying set size (e.g. set 2 ¼ R, W; finding WMC to predict encoding and retrieval success
set 6 ¼ Q, T, P, S, F, K). In one condition, there was no under conditions of proactive interference [17– 20].
overlap in set membership; that is, if a letter was a member Similar conclusions have been drawn from research on
of one set, it could not be a member of another set. In ‘low-level’ attention tasks that require little by the way of
another condition, each letter was a member of two memory, per se, such as dichotic listening [21], Stroop
different sets. WMC was related to retrieval speed and color-naming [22], visual orienting [23], and negative
accuracy in the overlap condition only. Specifically, the priming [24]. As an example, we will consider just one of
slope of the reaction-time/set-size function was steeper for these studies here – visual orienting. The pro-saccade task
individuals with lower WMC than for those with higher is perhaps one of the simplest cognitive tasks available. In
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550 Review TRENDS in Cognitive Sciences Vol.7 No.12 December 2003

fact, it can hardly be described as ‘cognitive’ at all. The measured by fMRI [29]. In the study, 48 subjects
subject’s task is to orient to a visual cue presented in their performed Ravens Advanced Progressive Matrices
periphery, typically a flashing stimulus. In some cases (RAPM), a measure of g, outside the fMRI scanner and
subjects are also required to detect a target that is then performed the n-back task, a measure of WMC, inside
subsequently presented in the same location as the cue the scanner. The n-back task is a continuous performance
(in the simplest case subjects only make an eye-movement, test in which individual stimuli (typically letters or words)
in which case performance is monitored using an eye- are presented in rapid succession and the subject must
tracker). The anti-saccade version of the task is much more indicate whether the current stimulus matches the one
difficult. Here, subjects must make an eye-movement in presented n-back in the stream, and n varies, typically
the opposite direction of the visual cue. This is difficult from 1 – 3. N-back is thought to tap WMC because it
because orienting to a flashing stimulus in the periphery is involves not only the storage of the last n presented
a reflexive response. Thus, in the anti-saccade task the stimuli, but also the continuous updating of n stimuli,
habitual orienting response must be suppressed to make which involves the deletion of stimuli presented more
the correct, controlled eye-movement in the opposite than n back in the stream. Moreover, some trials within
direction. the n-back task are thought to require more executive
Consistent with the memory-retrieval data discussed attention than others. For example, in a 3-back task, the
earlier, WMC is related to anti-saccade but not to pro- second B in B-R-B-X is referred to as a ‘lure’ trial because it
saccade performance: Individuals with greater WMC are matches a recently presented stimulus but does not match
less likely to make erroneous saccades, and are faster to the one presented three back. Indeed, in the 3-back task,
make correct saccades and to correct erroneous ones, than control foils were rejected more accurately than lure foils
are individuals with lesser WMC. In the pro-saccade task, (accuracy ¼ 96% versus 75%, respectively) [29].
individuals with high and low WMC are just as likely, and More importantly, significant correlations were
just as fast, to make the correct orienting response and to observed between RAPM, n-back, and activity in DLPFC
detect the target (if required). and ACC. In fact, the correlation between RAPM and
In conclusion, investigations into the basic processes event-related activity to lure trials was particularly
that contribute to WM span tasks suggest that they striking (r ¼ 0.54) and remained significant even when
critically tap an executive attention-control process performance on non-lure trials was partialled out. Finally,
recruited in situations where an inappropriate yet highly the correlation between lure performance and RAPM was
accessible response must be selected against in favor of the almost completely accounted for by lure-trial activity in
appropriate response. DLPFC. That is, the percent-signal-change in DLPFC
associated with lure trials accounted for 92% of the
Neuroimaging studies of WMC and g covariance between lure performance and RAPM,
The distinction between tasks that require storage versus suggesting that the WMC/executive attention/g relation
those that require storage and some form of processing can is mediated by activity in DLPFC.
also be found in the neuroimaging literature [12]. For
instance, several studies have shown that storage-only Future issues: the current range of WMC tasks is still too
tasks reveal activation primarily in areas related to the wide
content of the to-be-remembered material (e.g. Broca’s It is clear that the creation and selection of WMC tasks is
area for verbal material, right-hemisphere pre-motor more principled today than it was in 1990. However, the
cortex for spatial material) [12], whereas storage-plus- fact remains that a wide range of tasks are still being used
processing tasks reveal content-specific activation but also to measure WMC and it is not clear how all these tasks
domain-free activation in areas such as dorsolateral relate to one another or to g. Here we consider tasks other
prefrontal cortex (DLPFC) and anterior cingulate (ACC) than WM span and call for future research that addresses
[12,25,26]. Indeed, recent theories and models of prefron- (1) the basic processes involved in these tasks, and (2) the
tal function suggest that WMC, executive attention, and g relation between these tasks, WM span tasks, and g.
are all highly related constructs, all heavily reliant upon One problem with WM span tasks is that they clearly
the DLPFC [27,28]. require processes above and beyond WMC or executive
Indirect evidence in support of the notion that WMC, control. For example, operation span recruits mathemat-
executive attention, and g share a common neurological ical ability [30], reading span involves verbal ability [31],
basis comes from localization studies. As mentioned above, and strategy-training has been shown to improve scores in
investigations into the brain regions invoked by WMC WM span tasks [32] (however, differential skill and
tasks, for example, suggest that DLPFC and ACC are strategy-use does not affect the correlation between WM
involved. Importantly, the same conclusion has been span and higher-order cognition [30,33,34]). Although no
drawn from the literatures on localization of executive task is process-pure, it does seem possible to create
attention and g [28]. However, this evidence remains measures of WMC that are less contaminated by other
indirect because little attempt has been made to determine cognitive skills and strategies than WM span tasks. In a
whether variation in behavioral performance on tasks that recent review, Cowan [35] argued that the limitation on
purportedly tap these constructs is mediated by variation immediate memory and attention can be estimated if the
in brain activity within these regions. stimuli are presented in a manner that eliminates the
A recent study has examined the extent to which possibility of strategy recruitment, such as grouping or
behavioral correlations are mediated by brain activity as rehearsal. According to this perspective, the signature of
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Review TRENDS in Cognitive Sciences Vol.7 No.12 December 2003 551

WM tasks is not the extent to which they require storage conducted to determine the relationship among differ-
and processing but rather how well they prevent the ent WMC tasks and between these tasks and g.
recruitment of domain-specific skills and strategies.
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