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STIGMA SENSITIVITY AND STEREOTYPE THREAT IN OLDER ADULTS

by

Sonia K. Kang

Primary Advisor: Dr. Alison L. Chasteen

Subsidiary Advisor: Dr. Michael Inzlicht

A thesis submitted in conformity with the requirements for the degree o f M aster o f Arts

Graduate Department o f Psychology

University o f Toronto

© Copyright by Sonia K. Kang (2006)

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Stigma Sensitivity and Stereotype Threat in Older Adults

Master o f Arts, 2006

Sonia K. Kang

Graduate Department o f Psychology

University o f Toronto

Abstract

Although research has shown that older adults are negatively affected by aging stereotypes,

no method is currently available to identify which older adults may be especially susceptible

to these effects. The current research takes the first step toward identifying older adults most

susceptible to the effects o f stereotype threat and investigates the consequence o f stereotype

threat on the well-being o f older adults. We hypothesized that stereotype threat effects

would be moderated by stigma consciousness, age group identification, and perceived

stereotype threat such that stereotype threat effects would be most potent for those highly

identified with the older adult age group, high in stigma consciousness, or high in both state

and trait perceived stereotype threat. We also expected to see a decrease in positive affect for

those in the threat condition, with no change in positive affect for those in the no threat

condition. The results o f our study showed that stereotype threat disrupted performance on

the free recall task, but no moderation o f this effect was found. However, stereotype threat

effects on cued and recognition recall tasks were moderated by stigma consciousness, and

state and trait perceived stereotype threat. Results and implications for negative and positive

affect and other variables o f interest are discussed.

ii

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Stigma Sensitivity and Stereotype Threat in Older Adults

“In all human relations - familial, ethnic, international - the engendering power o f

expectancy is enormous. If we foresee evil in our fellow man, we tend to provoke it;

if good, we elicit it.”

- Gordon Allport, 1954

Referred to by some as the “last bastion o f bigotry”, ageism is thought to represent the

most socially condoned and institutionalized form o f prejudice in the world today (Nelson,

2002). However, despite the prevalence o f age discrimination, relatively little research has

examined age-based prejudice compared to prejudice based on race or gender (Chasteen, 2000;

Nelson, 2002). This lack o f research is surprising given that unlike relatively fixed membership

in racial and gender categories, membership in age categories is transient, with individuals

transitioning into and out o f age groups with each passing year. For most people, being

classified as an older adult is simply a matter o f time and, because o f this, research on age-based

prejudice and its consequences is o f utmost importance. One major problem currently facing

older adults is stereotype threat, a mechanism through which anxiety about fulfilling a negative

stereotype about one’s group leads to decreased performance and, therefore, stereotype

fulfillment (Steele & Aronson, 1995). Akin to Allport’s notion o f provoking or eliciting

expected behaviour from a stereotyped other, stereotype threat works cyclically to create and

maintain stereotyped beliefs. Although research has shown that older adults are often negatively

affected by aging stereotypes (Chasteen, Bhattacharyya, Horhota, Tam, & Hasher, 2005; Hess,

Auman, Colcombe, & Rahhal, 2003), no method is currently available to identify which older

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adults may be especially susceptible to these effects. Research has also yet to systematically

examine the effect o f stereotype threat on the well-being o f older adults. The present research

project attempts to address these gaps in the literature by specifically examining the effect o f

stereotype threat on emotions o f older adults, and takes the first step toward identifying older

adults most susceptible to its negative effects. By assessing the specific emotional consequences

o f stereotype threat and identifying those most vulnerable to its effects, we hope to gain the

information necessary to develop a powerful and targeted intervention method to inoculate older

adults against these deleterious effects.

Age Stereotypes

Research on age stereotypes is an area unique from research on gender and racial

stereotypes in a number o f ways. One o f these is the relatively normative and institutionalized

existence o f negative views o f aging and o f the older adult community as a whole (for reviews

see Pasupathi & Lockenhoff, 2002; Wilkinson & Ferraro, 2002). Within a cultural context,

ageism can be seen embedded in our language, humour, music, art, literature, television, and

advertising.

According to Butler (1975), words used to refer to older adults and aging in general are

good indicators o f cultural views o f aging. Covey’s (1988) analysis o f English terms for older

people uncovered a grim view o f our society’s perception o f aging as the terms we use to refer to

older adults (e.g. grumpy, crotchety, slowpoke) reflect a decline in the status o f elders and an

increased focus on the debilitative effects o f aging. The frequent use o f “old” as an adjective to

mean useless or undesirable also points to our negative view o f older adults. More recent

research shows that the way we speak to older adults reflects our negative views regarding their

competence and worth (Coupland & Coupland, 1993; Ryan, Hamilton, & Kwong See, 1994).

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Patronizing speech, or “elderspeak”, characterized by high-pitch, slowness, and inappropriate

affection, works to infantilize and degrade older adults in a variety o f settings.

Most work on age-related humour has focused on the content o f jokes, cartoons, and

birthday cards. This work has consistently found evidence for the propagation o f negative views

o f aging through these media (Dillon & Jones, 1981; Palmore, 1971; Smith, 1979). Similarly,

analyses o f 300 pieces o f music with age-related content revealed a negative view o f aging and

old age in the majority o f pieces (Cohen & Kruschwitz, 1990). Television and advertising are

also culpable for their infrequent and relatively negative portrayal o f elders and the aging process

(Robinson & Skill, 1995). Because o f the common and pervasive negative view o f aging and

older adults in our society, ageism is quite different from racism and sexism, both o f which are

relatively unaccepted and censured. The normalcy o f ageism makes its study extremely

important, as the eradication o f such a widely accepted prejudice will be particularly difficult.

Even though research on old age stereotypes suggests an overall negative attitude toward

older adults (Crockett & Hummert, 1987; Kite, Stockdale, Whitley, & Johnson, 2005), there is

still no consistent and reliable pattern o f findings in this area. A generally accepted framework

presents three characteristics o f old age stereotypes: they contain both positive and negative

elements, they are generally found to be pervasive across cultural and ethnic groups, and they are

persistent across time (Cuddy, Norton, & Fiske, 2005).

According to the Stereotype Content Model (SCM; Fiske, Xu, Cuddy, & Glick, 1999),

stereotypes can be described along two critical dimensions: warmth and competence. A

stereotype may describe a group as either warm or cold, and competent or incompetent.

Research on the perception o f older adults has found that aging stereotypes are mixed, describing

older adults as warm but incompetent, reflecting the simultaneous existence o f both positive and

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negative perceptions (Cuddy, Norton, & Fiske, 2005; Fiske et al., 1999; Hummert, Garstka,

Shaner, & Strahm, 1994). The SCM predicts that the degree to which groups are rated as warm

or competent has direct implications for the type o f emotional prejudices held about the group.

Groups that are seen as warm but incompetent tend to elicit pity. Although pity may seem

innocuous at first, it can actually have detrimental effects through the creation o f a self-fulfilling

prophecy (Allport, 1954; Cuddy, Norton, & Fiske, 2005; Harris, 2005). In the medical health

field in particular, researchers have found that doctors and other geriatric specialists often convey

the message that older adults are helpless through their linguistic expressions o f sympathy. This

message o f helplessness is internalized by some older adults and has actually been shown to

decrease their independence (Cohen, 1990). The feeling o f pity towards older adults is often in

conflict with a feeling o f admiration towards this group (Fiske et al., 1999). The contrasting

attitudes o f pity and admiration highlight the mixed character o f the old age stereotype and point

out the necessity for more research in this area.

In 2005, Kite and her colleagues conducted a meta-analytic review o f research on

attitudes toward younger and older adults (Kite, Stockdale, Whitley, & Johnson, 2005) updating

their first meta-analytic review conducted in 1988 (Kite & Johnson, 1988). In the 2005 review,

232 effect sizes were analyzed across five categories: age stereotype (e.g., old-fashioned, talks a

lot about the past), attractiveness (e.g., pretty, wrinkled), competence (e.g., intelligent, good

memory), behaviour (e.g., willingness to interact with, make a phone call to), and evaluation

(e.g., generous, friendly). Across these five categories, it was found that older adults were

consistently judged more negatively than younger adults. The most negative bias towards older

adults was seen in the domain o f age stereotype, indicating that aging stereotypes about older

adults are much more negative than aging stereotypes about younger adults. Some negative

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aging stereotypes include the ideas that older adults are forgetful, complaining, slow, or rude.

Older adults were also consistently judged to be less attractive, less competent, less desirable

social interaction partners, and were evaluated less positively overall, than younger adults.

Although a negative bias towards older adults was seen across all five domains, the negative bias

in the behavioural and evaluation domains were relatively less severe than in the other

categories. This result echoes the assertion o f Cuddy, Norton, and Fiske (2005) that older adults

are viewed as warm but incompetent. In the meta-analytic review, Kite et al., (2005) found that

even though negative stereotypes exist about older adults, and they are seen as less attractive and

competent, older adults are still relatively well-liked.

One study that specifically examined stereotypes o f older adults was conducted by

Hummert and her colleagues (Hummert, Garstka, Shaner, & Strahm, 1994). In this study, cluster

analyses were used to organize traits used to describe older adults by young, middle-aged, and

older adult participants. The findings suggest that older adults have more complex mental

representations o f older people as a group than do young or middle-aged adults as the older

adults grouped traits into significantly more categories than either o f the younger age groups. In

addition, consistent with other research that has found stereotypes o f the elderly to be mixed,

there were seven trait categories that were shared across all age groups, with some categories

being positive (e.g., perfect grandparent (loving, wise)) and others negative (e.g., severely

impaired (forgetful, incoherent)).

Another suggested feature o f aging stereotypes is that they are pervasive across cultures.

However, research in this are has found inconsistent results with respect to cross-cultural

differences. Levy and Langer (1994) explored cross-cultural views o f aging and their effects on

memory performance among young and old Americans, D eaf Americans, and the Chinese. This

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study supports the notion that individuals from Eastern cultures view older adults more

positively and with more respect than individuals from Western cultures. The results o f Levy

and Langer’s research have been both supported (Harwood, Giles, McCann, Cai, Somera,

Gallois, & Noels, 2001) and challenged (Gattuso & Shadbolt, 2002; Sharps, Price-Sharps, &

Hanson, 1998; Yoon, Hasher, Feinberg, Rahhal, & Winocur, 2000) by subsequent research

efforts. It remains unclear whether or not aging stereotypes and their effects are pervasive across

cultures or if a distinction between Eastern and Western cultures in the domain o f aging

stereotypes does indeed exist.

Following from work on age stereotypes, Erber has examined how existing aging

stereotypes affect the way that older adults are perceived by society. In one experiment (Erber,

Szuchman, & Rothberg, 1990), young and old participants read vignettes about younger and

older individuals who experienced identical memory failures. Participants were asked to indicate

how often that type o f memory failure would have to occur before they would suggest that a

medical or psychological intervention be sought out. The results o f this study showed that when

an older adult was depicted as experiencing a memory failure, the failure was most often

attributed to an internal cause, such as mental difficulty or lack o f ability. However, when

attributing the cause o f the younger individual’s memory failure, participants were more likely to

indicate lack o f effort or attention as possible causes. Also, younger adults judged memory

failures much more harshly than older adults, reporting that they would recommend a medical or

psychological intervention after only a few experiences o f memory failure. The results o f this

research add to the evidence suggesting that old age stereotypes, in this case, forgetfulness, lead

older adults to be treated differently and, often, more negatively than younger adults.

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Implications o f Aging Stereotypes

The study o f aging stereotypes is important because stereotypes are known to affect both

the self-concept and actions o f the stereotyped individual (Guo, Erber, & Szuchman, 1999;

Steele, 1997; Wheeler & Petty, 2001). For example, holding negative age self-stereotypes

correlates with negative consequences such as decreases in cognitive performance, will to live,

positive affect, and physical health (Levy, 2003). Simple exposure to negative aging stereotypes

leads to behavioural changes such as a decrease in walking speed (Hausdorff, Levy, & Wei,

1999) and a shaky, sloppy handwriting style (Levy, 2000).

In another study, Levy (1996) looked to see if positive and negative aging stereotypes

could be activated via priming and whether or not this activation would have an effect on

memory performance. In this study, both young and old participants were primed with positive

or negative age-related primes. The results o f this study showed that older adults exposed to

negative age-related primes (e.g. decline, senile) showed a decrease in memory performance. In

contrast, older adults exposed to positive age-related primes (e.g. wise, guidance) actually

showed an improvement in memory performance. The results o f this study have important

implications for memory interventions with older adults. For example, simply making older

adults aware o f positive aging stereotypes may have cognitive benefits. In an extension o f this

work, Levy and her colleagues (Levy, Hausdorff, Hencke, & Wei, 2000) found that exposure to

negative aging stereotypes increased cardiovascular stress in older adults compared to those

exposed to positive age stereotypes. These results highlight the potential for negative aging

stereotypes to have detrimental effects not only on cognitive performance o f older adults, but

also on their physical health.

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Another dangerous feature o f negative stereotype is their potential to activate self-

fulfilling prophecies for the targets o f these stereotypes. Being aware o f a stereotype about one’s

group may lead group members to question the applicability o f the stereotype to themselves.

Finding confirmation o f the stereotype in one’s characteristics or behaviours lends support to the

stereotype and, when the stereotype is negative, this can have disruptive effects on the self

(Steele & Aronson, 1995).

Stereotype Threat

One specific way in which targets o f stereotypes can be negatively affected by

stereotyping is through a mechanism known as stereotype threat (Steele & Aronson, 1995).

Stereotype threat occurs when concerns about fulfilling a negative stereotype about one’s group

disrupt performance on tasks related to the stereotype. Stereotype threat has been shown to

affect members o f a variety o f stereotyped groups, including older adults. In one o f the earliest

examinations o f stereotype threat, Steele and Aronson (1995) looked at stereotype threat effects

on the intellectual performance o f African American participants. In the stereotype threat

condition, an experimental task was presented as diagnostic o f intellectual ability, activating the

stereotype that Black people perform poorly on intellectual tasks. This led African American

participants in the stereotype threat condition to perform more poorly than Black participants in

the non-stereotype threat condition or White participants in either condition. After controlling

for SAT performance, Black participants in the non-threat condition performed equally as well as

White participants. These results also showed that stereotype threat can be activated through

relatively minor experimental manipulations. For example, simply asking Black participants to

report their race on a piece o f paper was enough to impair their intellectual performance. As

well, Inzlicht and Ben-Zeev (2000) showed that the mere salience o f situational cues that activate

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social identity, such as the race or gender o f other people in the room, was enough to activate

stereotype threat effects. Stereotype threat is especially worrisome because even those who do

not believe a stereotype or do not believe that it is true o f themselves can be affected by

stereotype threat (Steele, 1997).

Stereotype threat research conducted with older adult participants has shown that older

adults are susceptible to the effects o f stereotype threat (Chasteen, Bhattacharyya, Horhota, Tam,

& Hasher, 2005; Hess et al., 2003; Rahhal, Hasher, & Colcombe, 2001). For example, Hess and

his colleagues (Hess et al., 2003) found that older adults exposed to stereotype threat performed

more poorly on a recall task than both younger adults and older adults not exposed to threat.

Chasteen et al. (2005) found that the more older adults perceived themselves to be victims o f

stereotype threat, the worse their memory performance was. Although research has shown that

older adults are often affected by aging stereotypes, no method is currently available to identify

which older adults may be especially susceptible to these effects.

Moderation o f the stereotype threat effect has been studied previously by other

researchers. For example, researchers have shown that group members can be differentially

affected by stereotype threat based on the degree to which they value the domain in question

(Aronson, Lustina, Good, Keough, Steele, & Brown, 1999; Hess et al., 2003; Stone, Lynch,

Sjomeling, & Darley, 1999). Intuitively, it seems reasonable that negative stereotypes about a

certain domain would only affect an individual if that individual cares about the domain, or, at

least cares about being viewed as lacking ability in that domain. Aronson and his colleagues

showed that White men who highly valued achievement in the math domain were more affected

by a stereotype threat procedure that pitted performance o f White males on a math test with that

o f Asian males, than were White males who placed less value on math achievement. Likewise,

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Hess and his colleagues showed that stereotype threat in the domain o f memory was more

disruptive for older adults who reported to value their memory ability more highly than those

who did not seem to value memory achievement as much. Finally, Stone and his colleagues

showed that White males who viewed athletic ability as a measure o f self-worth, were more

affected by a stereotype threat manipulation comparing the athletic ability o f White and Black

men.

Other research has shown that stereotype threat effects can be moderated by identification

with the stereotyped group. For example, Schmader (2002) showed that women who were more

highly identified with their gender group were more affected by negatives stereotypes about

women and math ability. Following from this research, Pronin and her colleagues (Pronin,

Steele, & Ross, 2004) found that women were actually able to buffer the effects o f stereotype

threat in the domain o f math achievement by disavowing feminine characteristics, thereby

reducing their identification with their gender. Similar tests with age group identification are

necessary with the older adult group.

The Current Research

The goal o f the current research project is to identify those older adults who are most

susceptible to stereotype threat and to test our identification method by determining whether

stereotype vulnerability predicts performance differences on a memory task. We will be testing

a number o f potential moderators o f the stereotype threat effect: stigma consciousness, age group

identification, and both state (situational) and trait (dispositional) perceived memory-related

stereotype threat.

Our first potential moderator, stigma consciousness, refers to an individual’s perceptions

o f the likelihood that s/he will be stereotyped in a given situation. Stigma consciousness has also

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been referred to as stigma sensitivity, the tendency to expect, perceive, and be influenced by

negative stereotypes about one’s group (Aronson & Inzlicht, 2004). It has been suggested that

high levels o f stigma consciousness or stigma sensitivity lead to an increased susceptibility to

stereotype threat (Aronson & Inzlicht, 2004). Stigma consciousness has been shown to moderate

stereotype threat effects in women in the domain o f math performance (Brown & Pinel, 2002).

In this study, women high in stigma consciousness performed worse on a math test while under

threat than women low in stigma consciousness also under threat. As expected, there was no

difference in math performance for women high or low in stigma consciousness in the no threat

condition. In the present study, we will measure age-based stigma consciousness using a

modified version o f the Stigma Consciousness Questionnaire (SCQ; Pinel, 1999), to determine

whether stereotype threat effects in older adults are conditional on seniors’ levels o f stigma

consciousness.

The second potential moderator in our study, age group identification, refers to the extent

to which individuals identify with their age group (Garstka, Branscombe, & Hummert, 1997).

As previously mentioned, group identification has been shown to moderate racial and gender

stereotype threat effects (e.g. Mendoza-Denton et al., 2002; Nosek, Banaji, & Greenwald, 2002;

Pronin, Steele, & Ross, 2004). Recently, age group identification has also been shown to

moderate prejudice toward older adults (Chasteen, 2005; Packer & Chasteen, 2006). These

researchers showed that young adults who were strongly identified with their age group

responded more negatively toward older adults after imagining themselves as an older adult than

did those younger adults who were weakly identified with their age group. However, it has not

yet been shown whether or not age group identification moderates susceptibility to stereotype

threat in older adults.

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Our third potential moderator is a construct we call perceived stereotype threat (Chasteen

et al., 2005). Perceived stereotype threat measures the extent to which individuals expect and

perceive stereotyping against them. Thus far, it has been found that perceived stereotype threat

is inversely related to older adults’ memory performance, such that memory performance

decreases as perceived stereotype threat increases (Chasteen et al., 2005). We have modified the

original measure o f perceived stereotype threat in order to make a distinction between state

(situational) and trait (dispositional) perceived stereotype threat. State perceived stereotype

threat refers to the extent to which an individual expects and perceives stereotyping related to

memory performance in a current situation; trait perceived stereotype threat is a measure o f

chronic awareness and expectancy o f stereotyping in the domain o f memory performance.

Other measures o f interest in this study include stereotype activation, subjective age

identification, and memory identification. Stereotype activation will allow us to assess how

influenced an individual is by our stereotype threat manipulation. An individual who is highly

influenced by the manipulation should show activation o f negative age-related and general

prejudice-related stereotypes. Subjective age identification refers to individuals’ self-perceptions

o f age, irrespective o f their actual chronological age. For instance, a person might be aged 60

but feel like a 40 year-old. It may be the case that individuals who identify with a younger age

group may not find stereotypes about older adults to be personally relevant and would therefore

not be susceptible to stereotype threat effects. Memory identification refers to how important the

domain o f memory performance is to an individual. Finally, we are interested in the emotional

consequences o f stereotype threat on both positive and negative emotions.

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Predictions

Our first set o f hypotheses refers to the main effect o f our stereotype threat manipulation.

We predicted that participants in the threat condition would perform more poorly on all tasks o f

memory performance than participants in the no threat condition. According to the

Environmental Support Hypothesis (Craik, 1986), age-related differences are most pronounced

on tasks that provide low environmental support (e.g. context, cues) and, as such, we expected

the threat/no threat difference to be most pronounced on the free recall task, as this task provides

the least environmental support o f the three recall tasks.

Other research on Socioemotional Selectivity Theory (Carstensen, 1987, 1991,1993)

suggests that as we age, emotion-related goals become increasingly important. Following from

this, Carstensen and Turk-Charles (1994) showed that older adults recalled emotional material

better than neutral material when presented with a free recall task. Because o f this heightened

attention for and recall o f emotional materials, we expected memory for emotional information

to be less affected by stereotype threat than memory for neutral information. If this emotionality

bias is maintained under stereotype threat, it will provide us with another option for an

intervention technique. Teaching older adults to frame to-be-remembered information as

emotionally relevant may increase memory performance for previously neutral information.

In terms o f change in affect, we expected to see a decrease in positive affect for those in

the threat condition, with no change in positive affect for those in the no threat condition. We

did not predict a change in negative affect for either condition, as older adults report low levels

o f negative affect in general (Charles, Reynolds, & Gatz, 2001; Mroczek, 2001), and we

expected this to create a restricted range o f responses where we would be unlikely to see a

significant change.

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We expected the effects o f our stereotype threat manipulation to be moderated by stigma

consciousness, age identification, and perceived stereotype threat. Stereotype threat effects

should be most potent for those highly identified with the older adult age group, high in stigma

consciousness, or high in both state and trait perceived stereotype threat, compared with those

who are low in these constructs.

Our hypotheses for the remaining variables were as follows. We expected stereotype

activation to be higher for those in the threat condition than for those in the no threat condition.

As well, we thought that memory identification and subjective age identification might act as

moderators o f stereotype threat. Those highly identified with the domain o f memory

performance will likely experience a greater decrease in memory performance due to stereotype

threat than those low in memory identification, as shown in previous research (Aronson, Lustina,

Good, Keough, Steele, & Brown, 1999; Hess et al., 2003). Lastly, stereotype threat might be

moderated by subjective age identification such that only those subjectively identified with their

objective old age will be affected by stereotype threat.

Method

Participants and Design

Forty-two female community dwelling older adults (Mage = 71.14 years, range = 6 2 - 8 4

years) volunteered to participate in this study. In this experiment, we included only females in

our examination because older females are known to be targeted much more often and severely

by age-based prejudice than their male peers (Kite & Wagner, 2002). By only testing female

participants, we controlled for any gender-related discrepancy in prejudice experience. All

participants were initially recruited through the Adult Volunteer Pool (AVP) in the Department

o f Psychology at the University o f Toronto, St. George campus. All participants completed at

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least 11 years o f education (Mediation = 15.24 years, SD = 2.31 years) and the majority were o f

European descent (36 European, 3 African, and 3 other ethnic origin). O f the 11 participants

who did not consider English to be their first language, all learned English relatively early in

their lives (Mage = 10.40 years, SD = 7.21 years). The majority o f participants rated their

physical health as either good or excellent, and only one participant rated her health as poor.

Participants were assigned to conditions such that the threat (n = 20) and no threat (n =

22) condition were balanced for age (p > .69) and SCQ score {p > .15). Participants were paid

$15 for participating in the study.

Materials

In the first part o f this study, we mailed a set o f questionnaires to members o f the Adult

Volunteer pool. Participants completed these questionnaires in their own homes. The mail-out

contained a modified version o f the SCQ (Pinel, 1999) and an age group identification

questionnaire (Garstka, Branscombe, & Hummert, 1997).

Age stigma consciousness. We modified the SCQ from its original form in order to

measure sensitivity to age stereotypes. The modified scale consisted o f ten statements that

address old age and aging stereotypes and the perceptions and experiences participants m ay have

had with them (e.g., “I never worry that my behaviours will be viewed as stereotypic o f older

adults”, “M y being an older adult does not influence how younger people act with me”).

Participants responded to these items on a scale from 0 (strongly disagree) to 6 (strongly agree).

Prior to analyses, the first item o f the questionnaire was removed due to poor internal

consistency. The remaining nine item scale had acceptable internal consistency: Cronbach’s a =

0.70.

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Age group identification. The age group identification scale (Garstka et al., 1997)

consisted o f 13 items assessing an individual’s identification with their age group (e.g. “I value

being a member o f my age-group”, “M y age-group’s successes are my successes”). Participants

responded to the items on a scale from 1 (strongly disagree) to 7 (strongly agree). The 13 item

age group identification scale had excellent internal consistency: Cronbach’s a = 0.97.

In the second part o f the study, participants completed the experimental tasks in a

laboratory on campus. These measures appear next in the order in which they were completed.

Current affect. Participants completed a 20 item emotion scale to assess their current

affect both before and after the experimental manipulation. The scale contains 10 positive items

(e.g. “I am calm”, “I am comfortable”), and 10 negative items (e.g. “I am ashamed”, “I am

upset”). Responses to the items were made on a scale from 1 (not at all) to 4 (very much). Both

administrations o f the emotion scale had good internal consistency: pre Cronbach’s a = 0.81, and

post Cronbach’s a = 0.80. In order to examine participants’ affective reaction to the stereotype

threat manipulation, change in negative affect and change in positive affect were computed by

subtracting pre- from post-test scores.

Prose passage. Participants were presented with a prose passage o f approximately 650

words taken from Agatha Christie’s (1972) novel Elephants Can Remember. This passage was

used by Carstensen and Turk-Charles in their examination o f older adults’ memory bias for

emotional information (Carstensen & Turk-Charles, 1994). In this passage, a godmother and her

adult goddaughter discuss past and current social events and an interaction the godmother has

with a mutual acquaintance. For analysis, this passage is divided into 56 information “chunks”,

which can be further divided into 25 neutral and 31 emotional items. In the threat condition, the

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prose passage appeared in a stylized booklet designed to look like a formal test booklet. In the

no threat condition, the prose passage was presented in simple word-processor format.

Filler tasks. Participants completed a series o f filler items consisting o f the Shipley

vocabulary test (Shipley, 1940), a digit comparison task, and a verbal fluency task.

Recall tasks. Memory for the prose passage was assessed using tests o f free, cued, and

recognition recall. The free recall task asked participants to report everything they could about

the content o f the passage they had read a few minutes before. Free recall responses were scored

for the number o f information “chunks” recalled out o f a possible total o f 56 chunks. The

number o f emotional and neutral items recalled was also recorded, and analyzed as the

percentage o f emotional or neutral items recalled out o f the total number o f emotional or neutral

items contained within the passage.

The cued recall task consisted o f 15 short answer questions that asked participants to

recall specific information about the characters and plot o f the passage (e.g. “What was the

colour o f the dress described in the passage?”, “What is Mrs. Oliver’s first name?”).

The recognition recall task consisted o f 15 quotations taken from the passage.

Participants were asked to identify the speaker o f each quotation from a list o f five options.

The appearance o f memory tasks differed between the threat and no threat conditions. In

the threat condition, the tasks were framed as tests diagnostic o f memory performance, and were

made to appear as formal test booklets. Participants were asked to list their age and initials at the

top o f each page o f each task. In the no threat condition, the tasks were framed as reading

comprehension tasks and were presented in simple word processor format. Participants in the no

threat condition were only asked to list their initials at the top o f each page o f each task.

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Stereotype activation. In order to assess activation o f old age stereotypes and bias or

prejudice in general, participants completed a stereotype activation questionnaire. The

questionnaire consisted o f 30 word completion items, each o f which can be completed with

multiple words. O f the 30 items, 10 target old age stereotypes (e.g. lonely, senile, weak), 10

target words related to bias or prejudice (e.g. bigot, hate, degrade), and 10 were filler items (e.g.

tone, dice, gold). Participants were instructed to “fill in the blanks to complete the fragment to

make a real word” .

Perceived stereotype threat. Participants completed a nine item measure to asses their

perception o f stereotype threat during the experiment. The perceived stereotype threat (PST)

measure was initially adapted by Chasteen and her colleagues (2005) from Steele and Aronson

(1995). We further modified the perceived stereotype threat measure in the present study in

order to assess both state (situational) and trait (dispositional) perceptions o f stereotype threat.

Responses were made on a scale from 1 (strongly disagree) to 5 (strongly agree). Analyses were

conducted with a four item measure o f state PST (e.g. “Today I felt the experimenter expected

me to do poorly because o f my age”) and a three item measure o f trait PST (e.g. “In general,

people often underestimate my memory ability because o f my age”). Both o f these scales had

good internal consistency: state PST Cronbach’s a = 0.86, and trait PST Cronbach’s a = 0.81.

Perceptions o f experiment. A free response questionnaire was used to assess

participants’ thoughts and feelings before, during, and after the experimental procedure.

Subjective age identification. A three item questionnaire was used to determine the age

group to which participants personally identified. In response to each question, participants

circle an age group in 10 year increments from 20s to 90s. The three items on this questionnaire

were taken from Goldsmith and Heiens’ (1992) examination o f subjective age identification (e.g.

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“I feel as though I am in my . . “In most ways, I am like a person in his/her.. “My interests

and activities are mostly those o f a person in his/her.. A composite score o f subjective age

identification was created by averaging participants’ responses to the three items: Cronbach’s a =

0.90.

Memory identification. A three item memory identification questionnaire was adapted

from the math identification questionnaire (Brown & Josephs, 2000). Responses to this

questionnaire were made on a scale from 0 (strongly disagree) to 6 (strongly agree). A

composite score o f memory identification was created by averaging participants’ responses to the

three items (e.g. “M y memory ability is important to me”, “How I perform on memory tasks is

important to me”, “Having a good memory is important to me” : Cronbach’s a = 0.85.

Procedure

After we received participants’ completed mail-out questionnaires, participants were

brought into the laboratory for the second part o f the study. Participants were assigned to either

the threat or no threat condition. Those in the threat condition participated along with a female

young adult confederate; participants in the no threat condition participated in same-age pairs. In

the threat condition, the confederate was instructed to act as though she was completing all o f the

tasks at the same time as the older adult.

Threat condition. To create our stereotype threat manipulation, we used methods devised

in prior research (Inzlicht & Ben-Zeev, 2000; Schmader & Johns, 2003), including having

participants list their age on the memory tasks, completing the task in the same room as a young

adult confederate, and telling them that the tasks are diagnostic o f memory ability. When

welcomed to the laboratory, participants were told that they would be participating in a study

involving a reading comprehension task that would be diagnostic o f their memory ability.

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Participants were specifically told that we were interested in their ability to remember the

information contained in the passage they would read. Participants then read and completed the

consent form.

After hearing some general experimental instructions, participants completed the emotion

scale. Next, participants were presented with the prose passage and were told that their memory

for the passage would be tested later. Participants were allowed 6 minutes to read the passage;

for this and all other tasks, participants in the threat condition were timed conspicuously with a

stopwatch.

Next, participants completed the filler tasks. They were given 4 minutes to complete the

Shipley vocabulary test, 6 minutes to complete the digit comparison task, and 5 minutes to

complete the verbal fluency task.

After the filler tasks, participants completed the memory tasks, which included measures

o f free recall, cued recall, and recognition recall. Before each section, participants were told that

they were completing a memory test that would measure how much they were able to remember

about the passage they had read earlier. Participants were instructed to write their initials and

age at the top o f each page o f each booklet, and were given 5 minutes to complete each recall

task.

Immediately following the recall tasks, participants completed the emotion scale for the

second time. Following this, participants completed the rest o f the experimental materials in the

following order: stereotype activation, perceived stereotype threat, perceptions o f experiment,

subjective age identification, and memory identification. Finally, participants completed a

suspiciousness check and a demographics sheet. Participants were then debriefed verbally and

given a debriefing sheet to read. At this time, the confederate left the room so that the older

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adult would have the opportunity to privately ask questions if she so desired. The experimenter

answered the participants’ questions if asked, and the participant was then compensated,

thanked, and dismissed.

No Threat Condition. A similar procedure was used in the no threat condition, with the

following exceptions. When welcomed to the laboratory, participants were told that they would

be participating in a study involving reading comprehension and impression formation.

Participants were specifically told that we were interested in their thoughts and opinions about

the passage they would read. Participants then read and completed the consent form.

After hearing some general experimental instructions, participants completed the emotion

scale. Next, participants were presented with the prose passage and were told that we would later

ask them about their thoughts and opinions about the contents o f the passage. Participants were

allowed 6 minutes to read the passage; for this and all other tasks, participants in the no threat

condition were timed inconspicuously with a normal wrist watch.

For the memory tasks, participants were told that they were completing reading

comprehension tasks that would help us to learn more about their thoughts and opinions about

the contents o f the passage they had read a few minutes before. Participants were instructed to

write their initials at the top o f each page o f each booklet, and were given 5 minutes to complete

each recall task.

All other procedures were identical to the threat condition.

Results

The following analyses explore the dependent variables o f interest in this study, as well

as the potential moderators o f our stereotype threat manipulation. Our primary dependent

variable o f interest, recall performance, was assessed in three different ways using tasks o f free,

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cued, and recognition recall. In addition to our analyses on recall performance in general, we

also conducted exploratory analyses to examine potential differences in recall for emotional

versus neutral information contained within the prose passage. Another dependent variable o f

interest was participants’ affect from pre to post experimental manipulation. Our main

independent variables o f interest were the stereotype threat manipulation, stigma consciousness,

age group identification, and perceived stereotype threat. We were also interested in how the

stereotype threat manipulation might be moderated by the other independent variables, as well as

by stereotype activation, subjective age identification, and memory identification. O f the

variables, stereotype threat, or the condition manipulation, was treated categorically, while all

other independent variables were treated continuously and examined using regression analyses.

An alpha level o f .05 was used for all statistical tests.

Stereotype Threat Main Effects

Before examining potential moderators o f stereotype threat effects in older adults, we

first wanted to establish that our manipulation o f stereotype threat was effective. To do this, a

series o f t-tests were conducted on the recall and affect data, with all tests being two-tailed. The

stereotype threat manipulation had a significant effect on participants’ free recall performance

(maximum recall = 56 chunks), t(40) = 2.20, p < .05, d = 0.68, such that participants in the threat

condition (M = 6.30, SD = 3.47) recalled less than those in the no threat condition (M = 8.59, SD

= 3.29).

We next examined free recall for emotional versus neutral elements. Means are reported

as the percentage o f emotional or neutral items recalled out o f the total number o f emotional (31)

or neutral (25) items in the passage. A significant difference in the percentage o f emotional

items recalled by participants in each condition was found, t(40) = 3.13, p < .01, d = 1.00, with

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those in the no threat condition (M = 9.82, SD = 5.93) recalling a higher percentage o f emotional

items than those in the threat condition (M = 5.00, SD = 3.70). There was no effect o f the

stereotype threat manipulation on recall for neutral items, f(40) = 1.04,/? =.30), d = 0.16.

No significant effects o f the stereotype threat manipulation were found for the other two

measures o f recall, cued, t(40) = 0.53,/? = 0.60, d = 0.16, and recognition, t(40) = 0.61, p = .54,

d = 0.19, recall performance.

Participants’ affect data were analyzed for changes in positive and negative emotions

from before to after the experimental manipulation. As hypothesized, participants in the threat

and no threat condition did not differ in the extent to which they experienced a change in

negative emotions, t(40) = 0.62,p = .54, d = 0.19. In terms o f change in positive affect, there

was a trend in the hypothesized direction, suggesting that those in the threat condition (M = -

0.31, SD = 0.59) may have experienced more o f a decrease in positive emotions than those in the

no threat condition (M = -0.06, SD = 0.41), t(40) = 1.58,/> = .12, d = 0.49.

Analytic Strategy fo r Other Independent Variables

Hierarchical linear regression analyses were used to test the predictive value o f the

independent variables on each dependent variable o f interest. In each case, condition (threat or

no threat) and the independent variable in question were entered in step 1 to assess main effects.

Condition was entered using a dummy-coded variable (0 = no threat, 1 = threat). The interaction

between condition and each independent variable was added in step 2. In all cases, z-score

standardized values o f the independent variables were used (Jaccard, Wan, & Turrisi, 1990).

Post-hoc tests were used to determine the source o f significant interactions.

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Stigma Consciousness

Stigma consciousness scores ranged from 1.33 to 4.44, with a mean o f 2.63 {SD = 0.74).

Stigma consciousness scores o f participants assigned to the threat (n = 20, M = 2.80, SD = 0.62)

and no threat (n = 22,M = 2.47, SD = 0.81) conditions did not differ, *(40) = 1.47,/? = .15, d =

0.46.

Linear regression analysis revealed a significant condition by stigma consciousness

interaction for both cued {fi = 0.482, p < .05; Step 2: AR2 = 0.15, p < .05) and recognition (J3 =

0.54, /?< .01; Step 2: AR2 = 0.18,/? < .01) recall performance. For both types o f recall, a similar

relationship was found using post-hoc tests. In the threat condition, both cued and recognition

recall performance increased as stigma consciousness increased (cued: /? = 0.48,/? < .05;

recognition: /? = 0.61,/? < .01). In the no threat condition, recall performance remained stable as

stigma consciousness increased (cued: /? = -0.19,/? > .38; recognition: /? = -0.250,/? > .26).

Stigma consciousness did not significantly predict participant results on any o f the other

dependent variables, all Fs <1.23.

Age Group Identification

Because one participant in the no threat condition chose not to complete the age group

identification scale, analyses are based on 21 participants in the no threat condition and 20

participants in the threat condition. Scores on the age group identification scale ranged from 1 to

7 with a mean o f 4.75 {SD = 1.66). Age group identification scores o f participants assigned to

the threat (M = 4.86, SD =1.51) and no threat (M = 4.64, SD = 1.82) conditions did not differ,

*(39) = 0.430,/? = 0.67, d = 0.14.

A significant effect o f age group identification on free recall ( f = -0.26, p = .09; Step 1:

R = 0.18,/? < .05) emerged such that performance on the free recall task decreased as

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identification with the older adult age group increased. No interaction with condition was found,

/? = -0.08,/? = 0.68; Step 2: AR2 = 0.01 ,/? = .68; for this analysis, only step 1 was significant.

A significant effect for the condition by age group identification interaction also emerged

for the dependent variable change in negative affect, /? = -0.47, p < .05; Step 2: AR = 0.13, p <

.05. In the threat condition, there was no relationship between age group identification and

negative affect, ft = -0.33, p = .16; in the no threat condition, participants experienced a marginal

increase in negative affect as age group identification increased, = 0.42, p = .06.

No other significant effects for age group identification were found, all Fs < 2.11.

State Perceived Stereotype Threat

Mean state PST scores ranged from 1 to 5, with a mean o f 1.89 (SD = 1.03). Although

we expected state PST to be higher in the threat condition, there was no main effect o f condition

on state PST, (1(40) = 0.74, p - .46, d - 0.23, linear regression analysis showed a trend for the

effect o f state PST on free recall o f neutral items such that free recall o f neutral items decreased

as state PST increased, /? = -0.33, p < .05; Step 1: R1 - 0.14, p = .06.

Analyses also revealed a significant effect o f state PST on cued recall when collapsed

across condition, /? = -0.41 ,P < .01; Step 1: R2 - 0.17, p < .05. Performance on the cued recall

task decreased as participants’ level o f state, or situational, PST increased.

Also for cued recall, a trend for the condition by state PST interaction emerged, ft - -0.37,

p = .09; Step 2: AR2 = 0.06,/? = .09. As shown in Figure 1, participants in the threat condition

experienced a decline in cued recall as state PST increased (fi = -0.57,/? < .01) while cued recall

performance for those in the no threat condition remained stable as state PST increased, [i = -

0.16,/? = 0.48.

There were no other significant results involving state PST, all Fs < 1.72.

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Trait Perceived Stereotype Threat

Participants’ mean levels o f trait, or chronic, PST ranged from 1 to 5, with a mean o f 2.67

(SD = 1.09). As hypothesized, our stereotype threat manipulation had no effect on trait PST,

<(40) = 0.80,p = .43, d = 0.25.

With increased trait PST, performance on the free recall task decreased, ft = -0.41 ,P <

.01; Step 1: R2 = 0.27, p < .01. No interaction with condition was found, ft = -0.19, p = .30; Step

2: AR2 = 0.02, p = .30. A comparable relationship was found for the effect o f trait PST on free

recall o f neutral items. Just as with state PST, free recall o f neutral items decreased as trait PST

increased,/? = -0.39,p = .01; Step 1: R 2 = 0.18,/? < .05. Similarly, a trend emerged such that free
• • • • 7
recall o f emotional items also decreased as trait PST increased, ft = -0.27, p = .06; Step 1: R =

0.21, p < .01.

When examining performance on the cued recall task, a significant condition by trait PST

interaction was found, ft = -0.41,/? < .05; Step 2: AR2 = 0.10,/? < .05. In the threat condition,

cued recall performance marginally decreased as trait PST increased (ft = -0.43,/? = 0.06). In the

no threat condition, cued recall performance remained stable as trait PST increased (ft - 0.13, p >

.57). This relationship is illustrated in Figure 2.

A significant condition by trait PST interaction was also found for the dependent variable

change in positive affect, ft = -0.56,/? < .01; Step 2: AR2 = 0.18,/? < .01. As shown in Figure 3,

those in the threat condition experienced a decrease in positive affect from pre to post stereotype

threat manipulation as trait PST increased (ft = -0.58,/? < .01). In the no threat condition,

positive affect remained stable (ft = 0.22, p > .33).

There were no other significant effects o f trait PST, all Fs < 2.25.

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Stereotype Activation

Participants only completed a small number o f stereotype activation items, resulting in a

restricted range o f responses on this item. Out o f the 20 possible bias/prejudice or old age

stereotype word completion items, participants only completed between the range o f 0 and 4

items (M = 1.40, SD = 1.13). Counter to our hypothesis, our stereotype threat manipulation had

no effect on stereotype activation, t(40) = 0.25, p > .80, d = 0.08. However, given the extremely

restricted range o f responses, it is not surprising that we did not find a main effect o f condition.

Our linear regression analyses did uncover a significant condition by stereotype

activation interaction for the dependent variable change in negative affect, ft - 0.55, p - .01; Step

2: AR2 = 0.15,/? = .01. As illustrated in Figure 4, those in the threat condition experienced an

increase in negative affect from pre to post stereotype threat manipulation as stereotype

activation increased (J3 = 0.60,/? < .01). In the no threat condition, negative affect remained

stable (fi = -0.24,/? > .28).

No other significant results were found in the analyses on stereotype activation, all Fs <

2.35.

Subjective Age Identification

Linear regression analyses revealed no significant effects o f subjective age identification

for any o f the dependent variables o f interest, all Fs < 1.23.

Memory Identification

Linear regression analyses revealed no significant effects o f memory identification for

any o f the dependent variables o f interest, all Fs < 1.33.

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Discussion

In this study, we tested a number o f variables as possible moderators o f the stereotype

threat effect in older adults. Firstly, we demonstrated that older adults under stereotype threat

performed more poorly on a test o f free recall performance than those not under threat,

replicating the results o f other researchers in this area (e.g., Hess et al., 2003). However, this

effect did not transcend into tasks o f cued and recognition recall performance, perhaps because

these tasks did not represent an adequate level o f difficulty for our participants. Indeed, other

researchers have shown that stereotype threat disrupted women’s math performance on difficult,

but not easy, tests o f mathematic ability (Spencer, Steele, & Quinn, 1999).

In order to more specifically examine this stereotype threat effect on free recall

performance, we were interested in whether memory for emotional and neutral information

might be affected differently by stereotype threat. Although we initially predicted that memory

for emotional information might be maintained under stereotype threat, our results show

otherwise. Here, we found that those in the no threat condition recalled more emotional

information than those in the threat condition, but that these groups did not differ in the amount

o f neutral information recalled. However, free recall o f neutral items was affected by both state

and trait perceived stereotype threat, such that recall o f neutral items decreased as perception o f

stereotype threat increased. Ideas on how to more powerfully address this hypothesis are

discussed below.

One o f the main goals o f our study was to test potential moderators o f the stereotype

threat effect. Similar to Brown and Pinel (2003), we showed that stigma consciousness

moderated the stereotype threat effect for cued and recognition recall. However, this moderation

o f cued and recognition recall performance was actually in the direction opposite to our

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hypotheses, with recall performance increasing as level o f stigma consciousness increased. It is

difficult to determine why this occurred, but it may be the case that those who were more

conscious and expectant o f age-based stigma were also trying the hardest to overcome its effects.

This effort may only have been successful on the relatively easier tasks o f cued and recall

performance, where stereotype threat effects were not as potent. In addition, a more descriptive

and age-relevant measure o f stigma consciousness may be necessary in order to truly tap this

concept in older adults. Because we used a modified version o f the SCQ in our research, we may

not actually be capturing the construct we aim to assess. The development o f a more powerful

SCQ for specific use with older adults is an ongoing focus o f our research.

Another potential moderator o f interest in our study was age group identification, the

degree to which older adults identified with the older adult age group. Our results show that age

group identification was associated with recall performance, such that the more older adults

identified with their age group, the lower their recall performance. To our knowledge, this is the

first time that identification with one’s age group has been shown to moderate stereotype threat

effects.

In this experiment, we were also able to show that both state (situational) and trait

(dispositional) perceived memory-related stereotype threat moderated stereotype threat effects on

cued recall performance. For both types o f perceived stereotype threat, there was a steeper

decline in cued recall performance with increased perceived stereotype threat in the threat

condition. This effect may only have been seen with cued recall performance because o f the

relative easiness o f this task compared with the free recall task. Again, those who are more

aware o f stereotype threat, may have been putting more effort into overcoming its effects, but

their efforts were only fruitful on the task o f cued recall. Despite this discrepancy, these results

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are still important in that they point to the fact that both situational and chronic perceptions o f

stereotype threat have a negative effect on older adults’ cognitive task performance. The idea o f

chronic perceived stereotype threat is particularly interesting in that it suggests the existence o f

especially stereotype threat prone individuals, the very individuals who we would try to target

with stereotype threat interventions.

Our last independent variables o f interest, subjective age identification and memory

identification, failed to reveal any significant results. This may be due to the fact that these

measures were presented after the threat manipulation in order to best structure the experimental

session, or perhaps because these scales were not the best measures o f these constructs. In future

research, we m ay adjust the timing o f presentation o f these measures and use different scales to

assess the two constructs more accurately.

Another main goal o f this study was to determine the specific emotional effects o f

stereotype threat on older adults. Our results surprisingly showed that those in the threat

condition experienced a decrease in negative affect as age group identification increased.

However, we also showed that those in the threat condition experienced a decrease in positive

affect as trait (dispositional) perceived stereotype threat increased and an increase in negative

affect as stereotype activation increased. These results, although conflicting, are the first to show

a change in well-being for older adults under stereotype threat. The results for trait perceived

stereotype threat and stereotype activation make intuitive sense. It seems reasonable that one

would feel less happy and more upset in a threat situation if they are dispositionally more aware

o f and affected by stereotype threat and have more negative stereotypes activated in the situation.

However, the results for age group identification are less straightforward in their interpretation.

If one is more identified with their age group, why would they feel less upset in a threat

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situation? Perhaps this reflects a sort o f resignation or acceptance, such that those who are

highly identified as an older adult have accepted their situation, and are less bothered by negative

stereotypes or threatening situations. Another explanation might provide more support for the

socioemotional selectivity theory in that it may be the case that those older adults who are old

both in body and in mind are those most attuned to positively valenced information and are

therefore attending to only the positive aspects, even in a threatening situation. This would

explain why these older adults are less upset in a threatening situation than those less identified

with the older adult age group and therefore perhaps less biased toward positive information. In

the future, we might ask older adults to report what aspects o f the situation contributed to their

ratings o f positive and negative emotions. It may be the case that highly identified older adults

remember more positive aspects o f the testing situation itself, and are therefore less likely to

have experienced an increase in negative emotions. It also may be the case that highly identified

older adult have a positivity bias even in their own emotions, such that their attention is focused

solely on their positive emotions, and these are the emotions they are more likely to report.

Implications and Future Directions

The results o f this study support the general finding that stereotype threat disrupts

performance o f stereotyped individuals on stereotype relevant tasks. This finding runs counter to

a recent study by O ’Brien and Hummert (2006), which finds evidence for self-stereotyping

(Levy, 1996), but not for stereotype threat. Self-stereotyping occurs when certain cues activate

group stereotypes and then lead to behaviours consistent with that stereotype. In this particular

study, middle-aged adults (48-62 years old) were told that their memory performance would be

compared with older adults over 70 years old or young adults under 25 years old. Stereotype

threat research suggests that those in the young adult comparison group should perform more

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poorly than those in the older adult comparison group, whereas research on self-stereotyping

suggests the opposite. The results o f this study followed the self-stereotyping prediction, such

that middle-aged adults in the older adult comparison group actually performed worse than those

in the young adult comparison group. However, our study differs from this study in that our

participants were much older than the late middle-aged adults who participated in the O ’Brien

and Hummert study, and were therefore more likely to find the effects o f stereotype threat more

potent. In our future work, we might include middle-aged adults in order to see how their

performance under stereotype threat differs from older adults.

The idea o f “transitioning” into the older adult age group presents interesting potential for

future work in this area. For example, it is likely the case that only older adults who recognize

and accept their older adult status would be affected by such phenomena as priming, self-

stereotyping, and stereotype threat. Indeed, Levy (2003) posited that two prerequisites need to

be met in order for age stereotypes to have an effect on older adults. First, older adults must

objectively join the old age membership group. This usually entails reaching a certain age

arbitrarily determined by one’s society as constituting status as a senior. The second, and

theoretically more important step, involves actual identification with group members. This

requires individuals to actively think about themselves as an older adult. These two prerequisites

rarely occur at the same time; instead, the second prerequisite is usually only met years after the

first. Levy asserts that only those who identify with the old age group will be affected by age

stereotypes and was able to show that older, but not younger, adults were affected by negative

old age primes (Levy, 2006). However, other researchers (Bargh, Chen, & Burrows, 1996)

disagree with this assertion and have shown that young adults can also be primed to conform to

old age stereotypes. These findings raise interesting questions for work on old age stereotypes in

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33

general. Is it really the case that “you are only as old as you feel”, or does this subjective

“feeling”, or identification, really play any role? Further research with middle-aged adults may

shed some light on this issue as well as on issues underlying age group identification. For

example, what factors lead some middle-aged adults to transition quickly and easily into the old

age group while others resist and continue identifying with a younger age group almost

indefinitely? Are these factors biological, psychological, or both? Longitudinal studies on age

group identification would also help to uncover the nature o f age group identification over the

lifespan. For example, is it the case that those who are strongly identified with their age group at

age 25 are also strongly identified at 75? Perhaps, the opposite is true. In either case, there

remains much to be learned about the influence o f age group identification on the processes o f

stereotype threat and self-stereotyping.

One o f our initial hypotheses was that memory for emotional information might be

maintained under stereotype threat, however, our results did not support this hypothesis. In order

to better test this idea in the future, we likely need to further specify our hypothesis. Much o f the

work that follows from the socioemotional selectivity theory shows not only a bias for emotion-

related information, but a specific bias for positively valenced emotional information (e.g.

Carstensen & Mikels, 2005; Fung & Carstensen, 2003; Mather & Carstensen, 2005). The theory

behind these findings is that as we age or near endpoints in any segment o f our lives, our

attention becomes focused on positive information. Further research will attempt to discern

between memory for emotional information with positive versus negative valence in order to see

whether only memory for positive information is maintained under stereotype threat. The

passage used in this experiment did not contain enough clearly positive or clearly negative

emotional information in order to test this difference.

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34

In future work, it would also be interesting to see if our age group identification results

are moderated by an individual’s beliefs about older adults. For example, someone who is

highly identified with the older adult age group and has a positive view o f older adults would

probably be less affected by stereotype threat than an individual who is highly identified with the

older adult age group but views the group negatively. This finding also highlights the potential

o f in-group affirmation to reduce the effects o f stereotype threat. Research with gender

stereotypes (McIntyre, Paulson, & Lord, 2003) has shown that making positive group

achievements salient helps to alleviate the negative effect o f stereotype threat on women’s math

performance. A similar intervention with older adults may also help to inoculate this group

against stereotype threat.

The results o f this research have significant implications for the treatment o f older adults

within our society. Because negative aging stereotypes and, therefore, stereotype threat, are so

prevalent in our society (Kite et al., 2005), it is important to identify those who are most

vulnerable to the deleterious effects o f these phenomena. Once these individuals have been

identified, intervention techniques can be implemented to combat these effects. By ensuring the

health o f our growing older adult population, we protect the healthcare and social systems o f our

country from unnecessary and potentially debilitating strain.

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35

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Figure Captions

Figure 1. Performance on a 15-item cued recall task as a function o f state (situational)

perceived stereotype threat by condition.

Figure 2. Performance on a 15-item cued recall task as a function o f trait (dispositional or

chronic) perceived stereotype threat by condition.

Figure 3. Change in positive affect from pre to post experimental manipulation as a function of

trait (dispositional or chronic) perceived stereotype threat by condition. A zero value would

indicate no change in positive affect from pre to post experimental manipulation. Positive values

indicate an increase in positive affect; negative values indicate a decrease in positive affect.

Figure 4. Change in negative affect from pre to post experimental manipulation as a function o f

stereotype activation by condition. A zero value would indicate no change in negative affect

from pre to post experimental manipulation. Positive values indicate an increase in negative

affect; negative values indicate a decrease in negative affect.

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44

Figure 1.

12 -

No Threat

10 - Threat
0)
0
d
as
E
1 8 “
a>
o_
as
o
ai 6 —
R Sq Linear = 0.025
■o
a>

4-

2 -
R Sq Linear = 0.327

1 2 3 4 5
State Perceived Stereotype Threat

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45

Figure 2.

12 -

No Threat

10- Threat
Cued Recall Performance

8 - o o R Sq Linear = 0.016

C ’o

6-

4-
R Sq Linear = 0.181

2 -

1 2 3 4 5
Trait Perceived Stereotype Threat

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46

Figure 3.

1.50-

No Threat
1 . 00 -
Threat

0 .5 0 -

CO R Sq Linear = 0.047
• _
(2 o.oo-
c
O)
2 -0 .5 0 -

- 1 . 00 -

R Sq Linear = 0.331
-1 .5 0 -

1 2 3 4 5
Trait Perceived Stereotype Threat

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Figure 4.

1 .5 0 -
No Threat

Threat
1 . 00 -
Change in Negative Affect

R Sq Linear = 0.35!

0 .5 0 -

0 . 00 -

R Sq Linear = 0.058

- 0 .5 0 -

0 1 2 3 4
Completed Stereotype Activation Items

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