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Maximizing What Exceptional Students Can

Learn: A Review of Research on the


Keyword Method and Related
Mnemonic Techniques
Margo A. Mastropieri, Thomas E. Scruggs, and Joel R. Levin

This paper reviews recent research involving the use of


mnemonic techniques with exceptional students. All results
to date indicate that students instructed in these techniques
consistently and significantly outperform students who are
given alternative modes of studyincluding direct
instruction on a variety of school-learning tasks. Both
theoretical and applied research issues are considered
throughout the paper.

T he major goal of education is to provide optimal


learning environments for all students. Often, how-
ever, these learning environments fail, and students are
tematic procedures for enhancing learning and memory
(Bellezza, 1981; Higbee, 1979; Levin, 1981a). One associ-
ative mnemonic technique that has proven to be extremely
placed in special education classes. Although these place- versatile is known as the "keyword method" (Atkinson,
ments are intended to provide learners with sufficient 1975; Pressley, Levin, & Delaney, 1982). Basically, the
skills so that they may ultimately return to mainstream keyword method attempts to enhance learning and mem-
settings, frequently these environments also fail (Heller, ory by facilitating the encoding of information so that
Holtzman, 3c Messick, 1982). A major focus of research it can be more easily retrieved. To this end, it encom-
with exceptional students has concentrated on discover- passes what Levin (1983) refers to as the "three Rs" of
ing effective learning environments and optimal instruc- associative mnemonic techniques: recoding, relating, and
tional techniques. Previous research efforts have inves- retrieving. For example, to remember that the Spanish
tigated such variables as antecedent and consequent vocabulary word pato (pronounced something like "pah-
events (White & Haring, 1981), monitoring of learner toe") means duck, the learner first recodes the unfamiliar
progress (Fink &c Carnine, 1975), specific teacher beha- word pato into an acoustically similar and easily pictured
viors (Denham & Lieberman, 1980), peer tutoring (Ger- "keyword." In this case, a good keyword for pato would
ber & Kauffman, 1981), and metacognitive training be pot, in that it sounds like a salient part of pato and
(Brown &t Palincsar, 1982). Rosenshine (1979) combined is easily pictured. Second, in the relating stage, the
many of these alterable variables and referred to them recoded keyword {pot) is related to the unfamiliar word's
as "direct instruction." To date, direct instruction meaning {duck) by means of an interactive picture or
methods and materials have been strongly advocated for image. For this example, a good interactive picture or
exceptional students (Karoly 6c Steffen, 1982). image might be a duck with a pot on its head. Finally,
Recently, however, a different approach to maximiz- when the learner is asked for the meaning of the word
ing the learning of such students has been reported in the pato, a direct systematic retrieval path has been estab-
literature (e.g., Mastropieri, Scruggs, & Levin, in press-c; lished: The vocabulary word pato leads to the keyword
Pressley & Levin, in press). This approach exploits the pot, which in turn leads to the picture of the pot on a
educational potential of mnemonic techniques, or sys- duck's head, which results in the desired definition {duck).

RASE 6(2), 39-45 (1985) 0741-9325/85/0062-0039$2.00PRO-ED Inc. 39


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It is important to distinguish between mnemonic tech- muli (e.g., Bransford et al., 1982; Pressley & Levin, in
niques as specifically defined here, and other strategies press; Rohwer, 1973). Consequently, the shared seman-
that some researchers have described as "mnemonic." tic relationship conveyed by an interactive picture or vis-
Mnemonic techniques, strictly defined, include a sys- ual image would be expected to be beneficial. Finally, if
tematic retrieval component, along with either a recod- the retrieving component of the keyword method is
ing component, a relating component, or both. "Recod- capitalized on by providing explicit retrieval instructions
ing" in this sense requires transformations (Levin, 1981b) to the learners, the meaningfulness and relatedness qual-
of the to-be-learned material into a more meaningful form ities of the initial learning process should be re-evoked,
(as in transforming pato into pot). "Relating" requires thereby affording a retrieval path leading directly from
additions to, or elaborations of (Rohwer, 1973), the the "asked" stimulus to the "asked for" response. Empir-
material to be associated (as in the construction of an ical research has repeatedly shown that the success of a
interaction between a pot and a duck). A good deal of mnemonic technique depends critically on the extent to
literature documents the efficacy of such mnemonic tech- which each of the underlying "three R" components is
niques with exceptional students (e.g., Jensen & Roh- operational during encoding and retrieval (e.g., Bower,
wer, 1963; Martin, 1978; Mastropieri, Scruggs, & Levin, 1970; Levin, McCormick, Miller, Berry, & Pressley,
in press-b; Taylor & Turnure, 1979). In contrast, inves- 1982; McCarty, 1980; Pressley, Levin, Hall, & Miller,
tigating alternative memory strategies (such as verbal 1979).
rehearsal, clustering, imaging, questioning, paraphrasing,
and the like) has appearedwith varying outcomesin
the special education literature (e.g., Pressley & Levin,
in press; Worden, 1983). Such purportedly "mnemonic" Research on Mnemonic Techniques
strategies do not satisfy the present definition and thus
they are not included here. In the review that follows, In a recent study by Mastropieri, Scruggs, and Levin
we will describe mnemonic strategy applications in spe- (in press-b), the utility of a pictorial mnemonic strategy
cial populations as well as effectiveness comparisons with for learning disabled (LD) students was investigated. In
direct instruction procedures. this study, 90 ninth-grade LD students (divided into "rela-
tively higher" and "relatively lower" reading achievement
Before proceeding, however, we should briefly discuss
levels) were individually taught the hardness levels of 14
the theoretical impetus behind the advocacy of mnemonic
minerals (Bishop, Lewis, & Sutherland, 1976) accord-
techniques as optimal associative-learning strategies (see
ing to one of three instructional variations: (a) a key-
also Levin, 1981a). Efficient associative learning and
word/pegword mnemonic condition, (b) an experimenter-
memory depend on the establishment of a reliable path-
led direct questioning condition, or (c) a free-study con-
way (or multiple pathways) from the stimulus to the
dition. The keyword/pegword strategy is an adaptation
response (Anderson & Bower, 1973), which in turn
of the keyword method previously described, as applied
involves response-learning and associative subprocesses
to learning numbered or ordered information. For this
(Underwood & Schulz, 1960). The response-learning
strategy, the numbers 1 through 10 are represented by
subprocess refers to acquiring familiarity with the separate
rhyming "pegwords" (i.e., 1 is bun, 2 is shoe, 3 is tree,
to-be-associated elements, whereas the associative sub-
4 is floor, etc.). The mineral represented by a keyword
process refers to acquiring specific stimulus-response con-
is shown in an interactive illustration with its associated
nections. Thus, methods that enhance the familiarity or
pegword. For example, to learn that wolframite is num-
meaningfulness of the stimuli, as well as methods that
ber 4 on the hardness scale, learners were first taught the
strengthen stimulus-response connections, will hasten the
keyword for wolframite, wolf. They were then reminded
learning process. The keyword method and related mne-
of the pegword for 4, which is floor, and shown a line
monic techniques facilitate mastery of both these learn-
drawing of a wolf standing on a floor. Learners were told
ing subprocesses.
that when they were provided with the mineral wolf-
ramite, they should: (a) think back to the keyword wolf,
(b) think of the picture with the wolf in it, (c) remember
that the wolf was standing on a floor, (d) recall that//oor
I n particular, the recoding component of the keyword stood for 4; and (e) respond with the appropriate hard-
method serves to transform unfamiliar, nonmeaningful ness level, 4. This strategy is more complex than the one
stimuli into more meaningful entities. Because it has been described above for foreign language vocabulary learn-
empirically established that meaningful stimuli are learned ing because two stimulus transformations are necessary
more rapidly than are nonmeaningful stimuli (e.g., Pai- one for the keyword mineral component and one for
vio, 1971), phonetic transformations of this kind would the pegword-number component.
be expected to be helpful. In addition, the relating com- In the free study condition, students were given sam-
ponent of the keyword method serves to integrate initially ples of different study strategies and asked to learn the
unrelated elements into a meaningful whole. Again it has minerals and hardness levels on their own. In addition,
been established empirically that thematically elaborated a direct questioning condition was added to control for
stimuli are remembered better than are unelaborated sti- the effects of experimenter interaction per se in the

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mnemonic condition. All students were given the same instruction. All students were seen in small instructional
amount of time to learn the minerals and their hardness groups, which corresponds to one of the elements of
levels. direct instruction procedures (Becker, 1977). Students
Results indicated that students in the mnemonic con- learned the minerals and their hardness levels either via
dition significantly and substantially outperformed stu- mnemonic illustrations subsequent to keyword/pegword
dents in both the free-study and direct questioning con- instructions or via fast-paced experimenter-led drill and
ditions. This was equally true for students classified as practice using elements of direct instruction (including
relatively lower and relatively higher reading achievers. rapid pace, unison responding, immediate feedback, and
Across achievement levels, the mean percentage of items cumulative review). Students in the mnemonic instruc-
correctly recalled in each condition was: 75% (mnemonic tion condition recalled 63% more mineral hardness levels
condition), 36% (free-study condition), and 28% (direct than did students in the direct instruction condition.
questioning condition). It was thus demonstrated that
ninth-grade LD students could learn and benefit from the
complex pictorial mnemonic strategy. In addition to the
An a second experiment in the same investigation,
immediate recall test that was given to all students, stu-
mnemonic instruction procedures were modified to suit
dents were tested on the same minerals 24 hours later.
the needs of a junior high school age educable mentally
It was found that whereas the students in the direct ques-
retarded (EMR) population. In a crossover design (in
tioning and free-study conditions retained little of what
which each student received both treatments in a counter-
they had learned in the first session, students in the
balanced order) under mnemonic instruction students cor-
mnemonic condition retained virtually all of the infor-
rectly recalled an average of 64% of the mineral hard-
mation they had learned the day before. Although a brief
ness levels in contrast to 38% under direct instruction.
strategy-report interview held immediately after the ini- When individual scores were examined, it was noted that
tial test for all learners may have provided differential all students had learned more information when they were
practice for mnemonic subjects, the delayed recall find- given mnemonic instruction than when they were given
ings nevertheless indicate the durability of mnemonic direct instruction.
strategy effects in students often characterized as having
Further mnemonic comparisons with direct instruction
memory deficits. In a followup investigation utilizing
procedures were made in the area of native-vocabulary
nondisabled students two years younger (Mastropieri,
learning. A study by Berry (1983) stimulated optimism
Scruggs, & Levin, in press-b), it was found that the degree
regarding the potential of mnemonic instruction in this
of mnemonic strategy facilitation was comparable to what
domain. Fourth- and fifth-grade LD students who were
had been observed in the LD sample.
taught the definitions of unfamiliar English vocabulary
These results were encouraging enough to warrant items according to the mnemonic keyword method
additional research to replicate and extend the find- remembered significantly more definitions in comparison
ings. In that research (below), mnemonic instructional to nonmnemonic control students. Incorporating the
approaches were compared directly with direct instruc- Berry (1983) vocabulary materials, Mastropieri, Scruggs,
tion approaches. Levin, Gaffney, and McLoone (in press) taught adoles-
cent LD students 14 words and their definitions by either
mnemonic instruction or direct instruction. Students in
Mnemonic Versus Direct Instruction the mnemonic condition were taught a keyword for each
vocabulary word and shown a picture with the keyword
One of the most interesting findings of the Mastropieri, interacting with its corresponding meaning. For exam-
Scruggs, and Levin (in press-b) study was that the stu- ple, for the English vocabulary word dahlia (whose mean-
dents performed so much better under mnemonic instruc- ing was given as flower, students were first taught the
tion than under the experimenter-led direct questioning keyword for dahlia {doll), and then were shown an illus-
condition. Further, even the students who had free- tration of a doll sniffing a flower. For retrieval, students
studied the material performed descriptively higher than were told that when they were asked for the meaning of
students in the direct questioning condition. This direct dahlia, they should think of the keyword doll, think back
questioning condition, however, was intended to provide to the picture with the doll in it, recall that the doll was
interaction with the experimenter and did not combine sniffing a flower, and respond with the appropriate
certain of the elements of formal direct instruction proce- answer {flower). In the direct instruction condition, stu-
dures (such as rapid pacing and cumulative review) that dents received drill and practice at a rapid pace, with cor-
are thought to be so powerful with exceptional students rective feedback and cumulative rehearsal, for an amount
(Becker, Engelmann, Carnine, 6c Maggs, 1982). Conse- of time equivalent to vocabulary learning plus keyword
quently, a condition was designed to reflect more faith- learning in the mnemonic condition. The results of this
fully these specific direct instruction components. investigation replicated those of Mastropieri, Scruggs,
Mastropieri, Scruggs, and Levin (in press-a) taught the and Levin (in press-a) in that students in the mnemonic
hardness levels of the same minerals to 56 LD students condition statistically outperformed students in the direct
under two conditions, direct instruction and mnemonic instruction condition by a wide margin (averages of 80%

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and 3 1 % correct, respectively). In both studies, students In these studies, however, students had to learn about
in the direct instruction condition received nearly 40% each mineral's color and common use as well as hard-
more time specifically studying the vocabulary words and ness levels. The basic question here was whether simul-
their meanings (or minerals and hardness levels) than the taneously presented information about multiple attrib-
mnemonic subjects, who spent part of their time learn- utes of minerals could be taught effectively via mnemonic
ing keywords for the to-be-remembered items. procedures.
In one study (Scruggs, Mastropieri, Levin, & Gaffney,
in press), for example, students had to learn that wolf-
ramite is number 4 on the hardness scale, is black in color,
and is used for making lightbulbs. The corresponding
mnemonic illustration depicted a black (color) wo//(key-
word for wolframite) standing on a stage floor (pegword
for number 4) that was lit up with lightbulbs (use). Stu-
dents were told to remember that the keyword for wolf-
ramite was wolf, to think back to the picture of the wolf,
and to recall what else was there. They were told that
the wolf was black because wolframite was black in color;
that, because the wolf was standing on the floor, wolf-
ramite was number 4 on the hardness scale; and that,
In a second experiment in the same investigation, an because the floor was lit up by lightbulbs, wolframite was
attempt was made to determine whether or not LD stu- used for manufacturing lightbulbs.
dents could successfully generate their own internal In this experiment, mnemonic instruction was com-
mnemonic images. The materials in the direct instruction pared with three other conditions: free study, direct
condition were the same as those used in the first experi- instruction, and reduced-list direct instruction. The free-
ment. In the mnemonic imagery condition, however, stu- study condition was included to permit comparison of
dents were provided with the keyword and meaning of an unstructured study condition with both the mnemonic
each vocabulary word, but were asked to come up with and direct instruction conditions. Also, because some
their own interactive image. For example, for dahlia stu- would argue that the low level of performance associated
dents were told that the keyword for dahlia was doll and with direct instruction in the earlier studies resulted from
that dahlia meant flower, and so they should think of a too much content being dealt with in too little time, a
picture of a doll and flower doing something together. reduced-list direct instruction condition was implemented
Again, it was found that students in the mnemonic key- in which the experimenter presented only half as many
word condition statistically outperformed students in the minerals as were presented in the direct instruction, free-
direct instruction condition (averages of 69% and 47% study, and mnemonic conditions.
correct, respectively). Although the difference was smaller The findings replicated those of the previous research.
than that of the first experiment, the results nonetheless It was found that the LD students could successfully apply
indicated that LD students could generate their own inter- a pictorial mnemonic strategy to the learning of multiple
active images and that this strategy was superior to mineral attributes. In particular, performance in the
experimenter-led direct instruction. A notable aspect of mnemonic condition (an average of 69% correct)
these findings is that successful self-generation of a exceeded that exhibited in the two full-list comparison
mnemonic strategy represents a critical first step toward conditions (averages of 24% and 30% for direct instruc-
application of the strategy in other situations. Investiga- tion and free study, respectively). Moreover, mnemonic
tions focusing on students' maintenance and transfer of students mastered about 17 attributes (out of 24 possi-
mnemonic strategies are needed to determine the extent ble) in the same amount of instructional time that
to which, and the conditions under which, mnemonic reduced-list direct instruction students were able to mas-
strategies can be successfully implemented in exceptional ter only about 6 attributes (out of 12 possible). Note also
populations. that as in the previous investigations, students given full-
In another English vocabulary-learning study, Scruggs, list direct instruction did not outperform free-study con-
Mastropieri, and Levin (in press) provided EMR students trol students.
with both mnemonic illustrations and direct instruction In a second multiple-attribute study with LD students,
in a crossover design. The results supported those of the Mastropieri, Scruggs, McLoone, and Levin (1984) found
earlier investigations. When students were instructed that mnemonic instruction (with an average of 95% cor-
mnemonically, they recalled far more definitions (an aver- rect) was superior to both direct instruction (64%) and
age of 72% correct) than when they were taught via direct free study (77%) when the attributes to be learned
instruction (48%). represented dichotomous classificationsas is typical of
Two additional studies comparing direct and scientific taxonomies. For hardness levels, the minerals
mnemonic instruction in LD populations will now be were classified as either hard or soft; for color they were
reviewed. Both of these studies followed from the classified as either dark or pale; and for use, they were
hardness-of-minerals research that was described earlier. classified as either home or industry. In the mnemonic
42 Volume 6 Issue 2 March/April 1985
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illustrations, hardness levels were represented by a pic- in press). Even in LD populations, students' spontane-
ture of either an old man (hard) or a baby (soft); color, ous utilization of mnemonic-like strategies has been
by either blackened in (dark) or not blackened in (pale) associated with higher levels of recall, in comparison to
keyword objects; and use, by either a home or an indus- strategies that rely solely on rote repetition (Mastropieri,
try setting. Again, not only did direct instruction not sur- 1983). It is possible that the direct instruction operation-
pass free study; it was statistically worse! alizations in the studies reviewed here prevented any kind
The rehearsal strategy employed in the above direct of effective strategy utilization, thereby depressing per-
instruction conditions has been the dominant strategy formance to some extent (relative to free study).
used in published SRA direct instruction materials for
teaching science facts and vocabulary such as, ''Indolent"
means lazy. What does indolent mean?" (Engelmann,
Haddox, Hanner, & Osborne, 1978, p. 45). Recently,
however, the use of a "visual-spatial display" has been V^oncerningthe value of mnemonic instruction, the size-
promoted as being optimally suited for the teaching of able advantage of this approach over both direct instruc-
fact systems in a variety of content domains (Engelmann tion and free study in all of the studies reviewed is indeed
& Carnine, 1982; Engelmann, Davis, & Davis, 1981). impressive. It is true that in the present context, direct
Although no prior published research could be found sup- instruction and mnemonic instruction have certain ele-
porting the effectiveness of such visual-spatial displays ments in common: (a) Both teach to a very specific objec-
with handicapped learners, this strategy was tested empir- tive, (b) both employ interaction with the experimenter,
ically against mnemonic instruction in two experiments and (c) both require careful structuring and sequencing
(Scruggs, Mastropieri, Levin, McLoone, Gaffney, & of lessons. However, several elements of the mnemonic
Prater, 1984). In the first experiment, the use of visual- method distinguish it from the essentially "operant" ele-
spatial direct instruction was compared with free-study ments of direct instruction. Associative mnemonic strate-
and mnemonic conditions in a lesson on attributes of gies capitalize on Levin's (1983) "three Ks"recoding,
minerals in which LD students had to learn specific infor- relating, retrieving. These elements require active stimu-
mation as in the previously discussed Scruggs et al. (1984) lus transformations and meaningful encodings on the part
study. In this experiment, the mnemonic students again of the learner, whereas direct instruction lends itself to
significantly outperformed students in both visual-spatial the production of rote verbal responses. One of the
and free-study conditions, with mean percentages correct important principles of direct instruction is that the infor-
of 58, 29, and 26, respectively. In the second experiment, mation is presented at a low cognitive level (Becker,
in which the dichotomous mineral classifications were Engelmann, Carnine, & Maggs, 1982). By contrast,
mnemonic instruction demands much more extensive
taught (e.g., hard-soft), mnemonically instructed students
information-processing of the learner (Levin, 1981a).
again outperformed students in both visual-spatial and
Finally, rapid experimenter pacing is not an inherent fea-
free-study conditions (mean percentages correct of 87,
ture of mnemonic instruction. Students are simply shown
65, and 60, respectively). Of special interest is that, con-
(or are told to generate) a mnemonic picture, told how
trary to recent speculations about the effectiveness of
to encode the information, and given a period of time
visual-spatial displays for factual learning, in neither
to perceive and reflect on the presented information. In
experiment did such displays facilitate students' attribute
contrast, direct instruction demands that the learners
recall relative to free study.
actively respond to teacher questions in a rapidly paced,
rote rehearsal format, e.g., ''Masticate means chew. What
does masticate mean?" (Engelmann et ah, 1978, p. 3).
During the research program reviewed here we became
increasingly convinced that the overt rehearsal compo-
Discussion
nent of direct instruction can lead the teacher to a false
These findings indicate that (a) mnemonic instruction sense of the degree of students' content mastery. In the
constitutes a powerful tool for increasing handicapped direct instruction approach, when a student gives an
learners' memory, and (b) direct instruction is not as erroneous response, he or she is immediately corrected
universally effective for handicapped learners as some and asked the same question again. Because the student
would like to believe (Karoly & Steffen, 1982). Concern- then invariably responds correctly to the same question,
ing the second point, our review of research on excep- the teacher may be led to believe that the student has
tional students' memory for novel factual information remembered the item when in fact it has merely been
suggests that direct instruction has not fared at all well, repeated. The Scruggs et al. (in press) EMR vocabulary-
even in relation to free-study conditions wherein learners learning study presents an example of the fragility of stu-
were provided an equivalent amount of time to study the dents' associative memory following direct instruction.
material however they wished. And, as has been noted In that study, a substantial proportion of subjects' errors
in the past, rapid-paced experimenter-enforced repetitive was "intralist intrusions," or incorrect responses consist-
instruction can inhibit students' selection or use of more ing of other definitions from the same list. Such intru-
effective study strategies (e.g., Rohwer, 1973; Scruggs, sions represented a much more prevalent source of errors

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43
following direct instruction (73%) than following Margo A. Mastropieri, PhD, is assistant professor of
mnemonic instruction ( 2 5 % ) . The preponderance of special education and research/evaluation specialist,
intralist intrusion errors following direct instruction sug- Early Intervention Research Institute, Utah State
gests that strong associations between specific vocabu- University, Lngan. Her current research interests
lary items and specific definitions were not made. In con- include mnemonic strategy instruction, academic
trast, the relative scarcity of such errors following characteristics of behaviorally disordered students,
mnemonic instruction suggests that the established mne- and early intervention in special education. Thomas
monic connections were much more stable and retriev- E. Scruggs, PhD, is research/evaluation specialist,
able. Developmental Center for Handicapped Persons, Utah
The preceding data, discussion, and analysis provide State University, Logan. Dr. Scruggs' current research
a working hypothesis about the optimality of direct interests include mnemonic strategy instruction, peer
instruction as a pedagogical technique. Simply stated, tutoring, and test-taking skills. Joel R. Levin, PhD, is
direct instruction does not appear to be well suited to professor of educational psychology, University of
facilitating students' memory for associative content, in Wisconsin, Madison. Dr. levin's research interests
contrast, mnemonic techniques are especially well suited include learning, memory, children's prose
to that purpose. If direct instruction does prove to be comprehension, and statistics.
beneficial, it is likely to be with respect to facilitating stu-
dents' acquisition of specific skillsas would follow Authors' Note
directly from the success of operant techniques in the
behavior analysis literature. The distinction here is The authors would like to thank Dr. Hal McGrady and the
between "learning that" (memory for facts, or what cog- teachers and staff of the Mesa Puhlic Schools as well as the
nitive psychologists have come to call "declarative knowl- teachers and staff of the Scottsdale Public Schools, Arizona, for
edge") and "learning how" (skill acquisition, or "proce- their support of much of the research described here. We would
dural knowledge"). Recent literature reviews and data also like to thank Marilyn Tinnakul, Ursula Pimentel, and Jill
appear to support such a distinction (e.g., Gaffney, 1984; Barry for their assistance in the preparation of this manuscript.
The first author's contribution to the preparation of this man-
Graves, 1984). Of course, direct empirical assessments
uscript was supported in part by a postdoctoral fellowship
of the hypothesis are needed to document the presumed
awarded by the Exceptional Child Center and Utah State
strengths and weaknesses of direct instruction, on the one University. The third author's contribution was supported in
hand, and mnemonic instruction, on the other. The pres- part by the National Institute of Education through the Wis-
ent authors are currently engaged in such an effort. .**. consin Center for Education Research.

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