Learning About Associations: Evidence for a Hierarchical Account of
Occasion Setting
Charlotte Bonardi and Do ´mhnall Jennings
University of Nottingham
In 2 experiments rats were trained on a switching discrimination, with 4 occasion setters, A, B, C,
and D and 2 target stimuli, x and y. When signaled either by A or by B, x was reinforced with food
and y was not, whereas when signaled either by C or by D these reinforcement relations were
reversed (i.e., A: 3 x+, A: y 3 –, B: x 3 +, B: y 3 –, C: x 3 –, C: y 3 +, D: x 3 –, D: y 3 +).
In a subsequent Stage A was paired with shock, and then the degree to which food–reinforced
(Experiment 1a) and nonreinforced (Experiment 1b) presentations of x and y were capable of eliciting
fear was assessed. Those conditioned stimulus (CS)/unconditioned stimulus (US) relations that had been
operative in the presence of the fear-eliciting occasion setter A (i.e., x 3 +, y 3 –) elicited more fear
than the alternative CS/US combinations (i.e., x 3 –, y 3 +). The implications of these findings are
discussed with reference to theories of occasion setting and of configural learning.
Keywords: learning, associations, occasion setting, hierarchical
In a positive occasion-setting discrimination a target stimulus t
is reinforced when it is preceded by a feature, F, but not when it
is presented alone. Accurate performance on such discriminations
cannot always be explained in terms of binary associations be-
tween F, t and the outcome; in these cases the feature is termed
an occasion setter (cf. Skinner, 1938). One theory that has been
proposed to explain this behavior is that an occasion setter acts on
the conditioned stimulus (CS)/unconditioned stimulus (US) asso-
ciation in a hierarchical fashion, operating as an “and-gate” that
facilitates flow of activation between CS and US (e.g., Holland,
1983; cf. Bouton, 1990). Elaborating this idea, Bonardi (e.g., 1989;
1998) proposed that the basis of this behavior might be associa-
tive—that the CS/US association is an independent entity that can
enter into associations, and that occasion setting is the result of an
associative link between the occasion setter and the CS/US asso-
ciation. Evidence in support of this idea comes from the demon-
stration that occasion setters are subject to blocking—it is more
difficult to establish a stimulus as an occasion setter if it is trained
in compound with another occasion setter than with some other
stimulus (e.g., Bonardi, 1991, 2007). As blocking is viewed as a
defining feature of associative learning, this suggests that occasion
setting might be associative in nature. However, direct evidence
for the proposal that the CS/US association can act as an indepen-
dent unit is less forthcoming. The present experiments aimed to
provide such evidence.
Rats were trained with four occasion setters, A, B, C, and D, and
two target stimuli, x and y: A and B signaled the reinforcement of
x with food (x+), and the nonreinforcement of y (y–); C and D
signaled the opposite (i.e., A: x+, A: y–, B: x+, B: y–, C: x–, C:
y+, D: x–, D: y+; cf. Honey & Watt, 1989, 1999). Thus each
occasion setter was paired equally often with x and y, and with
food and no food; they differed only in the combinations of these
events that they signaled. Then A was paired with shock, while C
was nonreinforced, and we examined the extent to which the
specific pairings x+ and y+ (Experiment 1a) and x– and y–
(Experiment 1b) were capable of eliciting fear.
Our rationale relies on the assumption that each occasion setter
is associated with each of the two CS/outcome relationships that
holds in its presence—thus A is associated with x 3 food and y 3
no food, and C with x 3 no food and y 3 food. When A is paired
with shock, it should at the same time evoke the representations of
the two associations it signals, x 3 food and y 3 no food, which
can thus also become associated with the shock. At test the
CS/outcome combinations that have been associated with shock
should elicit more fear than the alternatives—thus x 3 food should
elicit more fear than y3 food, and y 3 no food more fear than
x 3 no food.
This prediction relies on the associatively activated representa-
tion of the CS/outcome association becoming directly associated
with the shock. Moreover, it assumes that such learning will occur
despite the fact that neither constituent event of the association is
actually presented. Evidence for learning of this type, which has
been termed mediated conditioning, has been observed when the
to-be-associated entity is an individual event (e.g., Holland, 1981).
The critical feature of the present experiment is that the associa-
tively activated representation that is becoming associated with
shock corresponds to an association between two further events. If
our prediction is supported, then this will provide evidence that the
CS/outcome association is acting as an independent entity, as the
hierarchical account predicts.
Charlotte Bonardi and Do ´mhnall Jennings, School of Psychology, Uni-
versity of Nottingham.
Do ´mhnall Jennings is now at the Centre for Behaviour and Evolution,
Institute of Neuroscience, Newcastle University. This work was funded by
the Biotechnology and Biological Sciences Research Council. We thank Jo
Temperton, Stuart Morley, and Richard Wood for technical assistance.
Correspondence concerning this article should be addressed to Char-
lotte Bonardi, School of Psychology, University of Nottingham, Uni-
versity Park, Nottingham NG7 2RD, United Kingdom. E-mail:
cmb@psychology.nottingham.ac.uk
Journal of Experimental Psychology: © 2009 American Psychological Association
Animal Behavior Processes
2009, Vol. 35, No. 3, 440 – 445
0097-7403/09/$12.00 DOI: 10.1037/a0014019
440