Chapter 8
Chapter 8
Teng
(Eds.), Cognitive individual differences in second language acquisition: Theories, assessment,
and pedagogy (pp. 147-173). Berlin: De Gruyter.
8.1 Introduction
[Link]
148 8 Language Learning Strategies
8.2 Theories
Cognitive strategies
Cognitive strategies are learning strategies that can help learners to strengthen as-
sociations between new and already-known information (Oxford 1996). The term
“cognitive” in its simplest form is the use of the mind (cognition) to complete a
8.2 Theories 149
learning task. Cognitive strategies help learners regulate thought processes and
content to achieve goals or solve problems (Cameron and Jago 2013). These strate-
gies may also increase the efficiency and confidence with which learners complete
a learning task. For example, reading comprehension is a complex task. Learners
can use a self-directed questioning strategy (a type of cognitive strategy) to think
about what they read. Such a strategy can help learners to search the text and com-
bine information, leading them to more actively monitor their own comprehension
(Teng 2020). Other academic tasks that utilize cognitive strategies include process-
ing and memorizing information from content, constructing and editing sentences
and paragraphs, and paraphrasing and reorganizing information.
Cognitive strategies are based on self-regulation theories of behavior. Cogni-
tive strategies aim to assist learners with scaffolding and the mental structuring
of information. Terms used to describe cognitive strategies include procedural fa-
cilitators (Bereiter and Scardamalia 1987), procedural prompts (Rosenshine and
Meister 1997), and scaffolds (Palincsar and Brown 1984). Typically, cognitive strat-
egies include orienting, repeating (repetition), organizing information, taking sys-
tematic notes, summarizing meaning, guessing meaning from context, reasoning
inductively and deductively, and using imagery for memorization. These cogni-
tive strategies can help learners to guide their goal-directed behavior. Cognitive
strategies are often used for cognitive behavior therapy to direct learners’ atten-
tional focus.
The development of cognitive strategies was related to two frameworks, i.e.,
Vygotsky’s Zone of Proximal Development (Vygotsky 1978) and communicative
language teaching (Canale and Swain 1980). For example, Vygotsky suggested that
learning occurs during interactions with other people (social learning), especially
with the help of a more knowledgeable peer or a teacher. The teacher or the capa-
ble peer provides scaffolding or assistance, and then the learners gradually pull
away when they no longer need assistance for using the strategy. During this pro-
cess, students can develop cognitive learning strategies or higher thinking skills,
e.g., analyzing information and reasoning. Cognitive strategies require learners to
conduct hypothesis testing, such as searching for clues from surrounding materi-
als and one’s own background knowledge, guessing the meaning of the unknown
item, evaluating whether a meaning makes sense, and, if not, locating another ap-
propriate meaning.
Mnemonic strategies
Mnemonic strategies refer to how learners store information for better memory.
These strategies can help students to improve their memory for the recall of
150 8 Language Learning Strategies
Metacognitive strategies
study based on five secondary school students, Forbes and Fisher (2018) found that
increasing students’ awareness and use of metacognitive learning strategies had a
positive impact on their confidence and proficiency in speaking. Second, there are
potential relationships between metacognitive strategies and language learning
outcomes. For example, in a study with 383 grade twelve students from five upper
secondary schools, the results showed the indirect effects of self-reported metacog-
nitive strategies on language learning outcomes (Saks and Leijen 2018a). However,
as acknowledged by Forbes and Fisher (2018), strategy use is complex in nature,
and the strategies that the students chose in their study depended very much on
their individual personality. This may be one reason that there are individual dif-
ferences in language learning aptitude and outcomes.
Compensatory strategies
Affective strategies
Social strategies
Language learners are encouraged to learn and use a broad range of language
learning strategies because language learning could be facilitated if learners be-
come aware of the range of strategies for language learning and use (Shao et al.
2019). One of the efficient ways to build learners’ awareness of strategy use is
through strategy training. The purpose of strategy training is to help learners be-
come aware of what helps them to learn the target language most efficiently. In
terms of language learning strategy training, researchers have probed various
models or frameworks that are reviewed here.
Pearson and Dole (1987) developed a strategy training model for L1 learners. In
this model, teachers first instruct learners about the benefits of applying a spe-
cific strategy and model the use of strategies. Students then practice the strategies
individually and attempt to transfer the strategy to a new learning situation. The
final aim is to build students’ independent strategy use and promote learner
autonomy.
The sequence of strategy training includes the following steps:
– Initial modeling of the strategy by the teacher, including explanations of the
strategy’s use and importance.
– Initial modeling of the strategy by the teacher.
– Definitions and explanations by the teacher.
– Guided practice with the strategy
– Consolidation, for which teachers help students identify the strategy and de-
cide when it might be used
– Independent practice with the strategy
– Application of the strategy to new tasks
Pearson and Dole’s model casts some light on strategy training. In an empirical
study (Dole, Brown, and Trathen 1996), the results indicated that readers who re-
ceived strategy instruction made superior gains in comprehension performance
over their peers who received story content or traditional reading instruction. How-
ever, Pearson and Dole’s model focused only on the training of limited strategies. It
154 8 Language Learning Strategies
Oxford’s (1990) model was used as a basis for research on strategy use instruction.
Most researchers agree on the importance of explicit strategy instruction (e.g.,
Shen 2003). Chamot (2005) also pointed out the benefits of explicit learning strat-
egy instruction. Teachers should opt for explicit instruction and integrate the in-
struction into their regular coursework. One problem with strategy instruction is
whether students can transfer strategies learned in one situation to another situa-
tion. Early research on learning strategies found that students found it challeng-
ing to transfer strategies to new tasks (Seker 2016). To increase the transfer of
strategies to new tasks, teachers may need to help students better understand
their learning processes (Teng 2016).
Chamot and O’Malley (1994) developed the Cognitive Academic Language Learn-
ing Approach (CALLA). The purpose was to develop students’ academic language
skills.
8.3 Frameworks and Models 155
Saks and Leijen (2018b) adapted the strategies from Chamot and O’Malley’s (1994)
CALLA model and Oxford’s (1990) model. Confirmatory factor analysis (CFA) was
used to determine whether the model fit the proposed two-factor and six-factor
structures. The results found that the six dimensions, i.e., active language use,
metacognition, social strategies, compensation strategies, memory strategies, and
connecting strategies, showed good model fit. One issue that needs attention is
that Chamot and O’Malley’s (1994) CALLA model did not consider any of Oxford’s
affective strategies. It seems essential to explore whether such strategies have
any role in supporting language learning. This is of particular importance given
that affective strategies are considered theoretically to be highly significant in
promoting effective language learning (Oxford and Ehrman 1995).
learning strategies, (4) coordinator who supervises students’ study plans and
monitors difficulties, and (5) coach who provides on-going guidance on students’
progress.
Cohen’s model prescribes what a teacher should do in English instruction les-
sons. The model provides more flexibility for teachers to explicitly and implicitly
incorporate the language strategies training into the regular classroom program.
The feature of the model is to allow students to have more responsibility for
learning, become more autonomous, diagnose their strengths and weaknesses,
and self-direct their language learning process. Many experimental studies have
adopted this model with a focus on the training of cognitive and metacognitive
strategies. For example, Cohen (2005) adopted a taxonomy of language learner
strategies based on this model to support learners in their efforts to obtain knowl-
edge about speech acts. These strategies have a potentially beneficial role in help-
ing L2 learners reduce the likelihood of pragmatic failure in their performance of
speech acts.
Grenfell and Harris (1999) also developed a model of language learning strategies.
The feature of this model is the importance of developing students’ metacognitive
understanding of the value of learning strategies. The realization comes through
the teacher’s demonstration and modeling and the students practicing and evalu-
ating the strategies. The goal is to internalize and automatize the strategies and
transfer them to new tasks. The procedures are as follows:
(1) Awareness raising. The students complete a task and then identify the strate-
gies they used.
(2) Modeling. The teacher models a new strategy. The teacher then prepares a
checklist of strategies for later use.
(3) Practice. The students adopt strategies for different tasks.
(4) Action planning. The students set goals and select appropriate strategies for
the attainment of those goals.
(5) Focused practice. The students carry out action plans by selecting appropri-
ate strategies, and the teacher identifies prompts for the students to use.
(6) Evaluation. The teacher and students evaluate the success of the action plan,
and set new goals, and the cycle begins again.
8.4 Assessment
Using self-report questionnaires is the most common assessment method for mea-
suring learning strategies. The advantages of using questionnaires include ease of
administration and statistical analyses. Some researchers have argued that ques-
tionnaire items cannot generalize across situations and cannot capture the dy-
namic interplay of person and task essential to self-regulated learning (Kikas and
Jõgi 2015). While answering questions, learners may not be able to accurately re-
call the strategies they use, or their memory reconstructions may be distorted
(Veenman 2011). In addition, self-reports have the lowest reliability and validity
of all test instruments. Despite these limitations, questionnaires may be able to
help teachers assess learners’ perceptions, beliefs, or knowledge of strategies. The
types of questionnaires include selected-response (fixed format), e.g., true-false,
matching, multiple-choice, pick from a list; constructed-response (guided format),
e.g., fill-in blanks, short answers, performance, guided interviews; and personal-
response (open-ended format), e.g., think-aloud, observation free interviews,
diary entries, and narratives.
158 8 Language Learning Strategies
Student writers make use of a range of strategies to put their ideas into a written
product. In writing, the requirement is to string decoded words together to con-
vey messages or ideas. To do this, students need to think of topic sentences or key-
words and organize information to quickly transform ideas into words. Writing
requires not only vocabulary and knowledge about topics and linguistic struc-
tures but also the use of strategies in making writing activities “self-planned, self-
initiated, and self-sustained” (Zimmerman and Risemberg 1997: 73).
For example, when students cannot do well on writing tasks, it is essential to
assess their writing strategies. The following figure provides an observation
sheet. This assessment tool is designed to create a writing strategy profile for
learners, diagnose their writing strategy problems, and customize the writing in-
structions. In class, when students are required to write an essay or exchange
feedback for writing, teachers can focus on whether the students can understand
how to use feedback to correct writing errors or enhance their writing compe-
tence. Here, three different observations of writing performance are suggested to
better understand students’ learning process. After three observations, if a stu-
dent still shows problems in using the feedback for writing, we may assume that
the student needs help in learning how to write.
There are some issues to be considered for assessing writing strategies. The
assessment of writing strategies involves three steps: 1) being familiar with peda-
gogical content knowledge for writing, 2) understanding learners’ interpretation
of assessment outcomes, and 3) providing teacher and peer feedback for writing.
The assessment requires the assessor to understand the nature of the writing task
and the writing process. In addition, the assessment is also dependent on stu-
dents’ interpretation of their assessment outcomes. Finally, teacher and learner
feedback can make a difference in learning to write.
8.4 Assessment 159
Student name____
Tasks
Collaborative writing on a given topic
Individual writing on a given topic
Book review
Date of observation
Observation 1 ______ Observation 2 ______ Observation 3______
Writing strategies
Making use of peer feedback for writing.
Brainstorming ideas and using the ideas as an orientation aid for writing.
Revising the sentences and improving content and style/grammar.
Trying to understand different genre requirements in writing.
Synthesizing information for writing through referring to materials.
Not using it Developing it Expert user
Diagnosis
Suggestions
compensation strategies more frequently than they used affective strategies. In ad-
dition, the more proficient students used cognitive and metacognitive strategies
more frequently than the less proficient students. Saks and Leijen (2018b) adopted
the SILL to measure Estonian learners’ use of language learning strategies. The re-
sults showed that the original two-factor taxonomy did not provide an acceptable
model fit, so an alternative classification, i.e., a different six-factor model, was de-
veloped. All goodness of fit statistics fell within the established criteria for the
new six-factor model (χ2 = 201.405; df = 103; CMIN/DF = 1.955; CFI =.918; RMSEA
=.061). The six factors included active language use (4 items), metacognitive strat-
egies (4 items), social strategies (3 items), compensation strategies (2 items), mem-
ory strategies (2 items), and connecting strategies (2 items). Their findings also
showed that students who achieved higher scores on the English examination re-
ported using these strategies more frequently than those who achieved lower
scores. The authors’ six-factor model lacked any of Oxford’s affective strategies.
Gu (2018) introduced a new version of the Vocabulary Learning Questionnaire
(VLQ) based on his previous studies (see also Gu and Johnson 1996). Gu (2018) pi-
loted two versions of the instrument, a paper version with a 7-point Likert scale
and an online version with a 100-point slider bar. The series of validation proce-
dures were based on a total of 682 students in China and resulted in a 62-item in-
strument. The questionnaire includes two dimensions: metacognitive and cognitive
components. Metacognitive dimensions include beliefs about vocabulary learning
(10 items) and metacognitive regulation (7 items). Cognitive dimensions include in-
ferencing (7 items), using a dictionary (7 items), taking notes (6 items), rehearsal (9
items), encoding (12 items), and activation (4 items). Only one of the 15 strategies,
i.e., Visual Repetition, had an alpha of.638. The remaining strategies were all
above.70. The overwhelming majority of strategies were above.80. The Cronbach’s
alpha of over 0.6 showed acceptable reliability. Subject to EFA, Bartlett’s test of
sphericity was also acceptable (chi-square = 17672.477, df = 1891, p =.000).
The Metacognitive Awareness of Reading Strategies Inventory (MARSI) is a self-
report instrument used to assess learners’ awareness of reading strategies (Mokhtari
and Reichard 2002). MARSI was developed to elucidate students’ use of reading strat-
egies within the context of academic or school-related reading. The MARSI measures
three categories of strategies: (1) global reading strategies (GRS), which can be de-
scribed as strategies aimed at setting the stage for the reading act; (2) problem-
solving strategies (PSS), which are perceived as localized, focused problem-solving
strategies used in facing the difficulties of understanding textual information; and
(3) supportive reading strategies (SRS), which provide the support mechanisms or
tools aimed at sustaining responsiveness to reading. After eliminating items with
factor loadings lower than.30 in the EFA analysis, GRS contained 13 items, PSS con-
tained 8 items, and SRS contained 9 items. Smith-Keita (2018) used the MARSI with
8.5 Research Results and Findings 161
In this section, the results of studies on students’ use of language learning strate-
gies are presented. The findings are organized into themes to better understand
the research on this topic.
Sufficient evidence in early research has shown that greater strategy use is
related to higher levels of language proficiency (Green and Oxford 1995; Khalil
2005; Lan and Oxford 2003). In an early study, Siegler (1988) examined individual
differences in young learners’ strategy choices. The focus was on the consistencies
in 6-year-olds’ strategy choices while performing three tasks: addition, subtraction,
and word identification. The children were 21 first-grade boys and 15 first-grade
girls attending a middle-class school. The learners completed three tasks and a
standardized test measuring mathematics computation, mathematics problem
solving, total reading, word recognition, and reading comprehension. Cluster anal-
ysis divided the students into three groups: perfectionist, good students, and not-
so-good students. The perfectionists appeared to set very high confidence criteria.
The good students appeared to set fewer high-confidence criteria. The not-so-good
students seemed to set the lowest confidence criteria. The results supported indi-
vidual differences in first graders’ strategy use.
In a recent study, the focus was on exploring the impact of individual differen-
ces on the process of second or foreign language writing (Forbes 2019). Drawing
upon in-depth qualitative data from writing tasks and stimulated recall interviews,
four distinct writer profiles emerged: the strategic writer, the experimenter, the
struggling writer, and the multilingual writer. The results also showed the complex
and mutually interdependent relationship between strategy use and writing achieve-
ment. The findings suggested that the development of strategies may positively influ-
ence students’ proficiency level, which, in turn, can also impact the extent to which
they use strategies and transfer the use of strategies in different contexts.
Overall, strategy use and proficiency may be both causes and outcomes of
each other. However, the picture is complicated. Many researchers have ques-
tioned the direction of causality in this relationship between proficiency and
strategy use (Bremner 1999; Su 2005) and suggested that more proficient learners
reported more frequent use of language learning strategies than learners of less
proficiency. One reason may be related to the fact that good language learners
are willing to take advantage of practice opportunities, persevere in their drive to
look for patterns, attend to meaning, monitor the use of language, and develop
language as a system (Bruen 2001). Good language learners tend to think in the
language, address the affective demands of language learning, and use language
as a tool for communication (Wharton 2000). Successful learners know how to
choose appropriate strategies, depending on the demands of the learning situa-
tion and the language task for which they may use memory strategies that include
information organizing, grouping, imagery, and structured review to store infor-
mation in memory and to recall it when necessary (O’Malley and Chamot 1990).
Some research findings did not support the positive relationship between strategy
use and proficiency level. For example, Vandergrift (1997) found that similar to
8.5 Research Results and Findings 163
successful learners, unsuccessful learners also actively use and apply a number
and variety of strategies. Skehan (1989) has explained that the existence of a corre-
lation between two variables does not necessarily suggest causality in a particular
direction because poor language learners may not be able to use learning strate-
gies as a result of their weak language skills. These contradictory results should
lead us to consider that a certain strategy that may not be effective for all learners,
tasks, and learning situations.
What are some factors that may impact the use of language learning strate-
gies? Learners’ metacognitive awareness could influence their strategy use. Re-
search findings show that several factors, including the languages they have
learned; their language proficiency level; their prior language learning experien-
ces; their feelings; and their aptitude, age, and learning style, can affect their lan-
guage learning performance as well as their strategy use (Teng and Huang 2019).
In addition, research findings have shown the effect of age on language learning
strategy use. For example, Devlin (1996) compared the learning strategies em-
ployed by 21 mature age (defined as 23 years of age or more) and 104 younger
teacher education students (defined as 22 years of age or less). Compared to youn-
ger students, mature-age students obtained significantly higher scores on 7 of the
10 Learning and Study Strategies Inventory Scales (Devlin 1996). Mature-age stu-
dents were better time managers; less anxious about the study; better able to con-
centrate, process information, and select important ideas from a topic area; more
likely to evaluate their level of understanding of a topic; and more knowledgeable
of effective examination strategies. Overall, mature-age students had more favor-
able attitudes towards the study and used more sophisticated language learning
strategies than their younger counterparts.
Gender differences may also affect the use of language learning strategies.
Hamilton (2008) reported that females used cognitive strategies significantly
more often than males. The differences may be associated with women’s better
awareness of cognitive development, as argued by Hamilton (2008). In a study of
adult language learners, Ehrman and Oxford (1989) found that females reported
significantly greater use of language learning strategies than male students. For
example, female students reported significantly higher use of four strategies: gen-
eral study strategies, authentic language use strategies, strategies for meaning
communication, and self-management strategies. The authors hypothesized that
gender differences in language learning strategy use may occur because of wom-
en’s greater social orientation, stronger verbal skills, and greater conformity to
linguistic and academic norms.
Affective variables, including attitudes, motivation, goals, and personality
traits, could also influence the use and choice of language learning strategies. For
example, students’ attitudes were influential in their choice of language learning
164 8 Language Learning Strategies
Learning strategies have been found to be teachable skills. For example, strategy-
based instruction can be important for the development of listening (Goh 2017),
reading (Teng 2020), and writing (Teng 2016) skills. Based on research findings,
strategy-based instruction led to greater strategy use, self-efficacy, anxiety reduc-
tion, and increased motivation and confidence for language learning. Strategy-
based training can help learners evaluate the effectiveness of different strategies
and determine when and how to transfer a given strategy to a new situation. With
regard to the effectiveness of strategy-based instruction, learners’ cultural back-
grounds and beliefs may need to be considered. Basic strategy instruction should
address learners’ affective and learning-style issues, teach the strategies students
need to know and reflect on how to incorporate strategy instruction into regular
language learning classrooms. According to the aforementioned research findings,
strategy-based instruction should be incorporated as part of the regular language
learning class. However, language teachers may feel ill-equipped to conduct strat-
egy-based instruction because they have few opportunities to see or participate in
such instruction themselves. In Table 1, I list some ideas about strategy-based
instruction.
Goh and Taib () Stage : Listen and answer. The listening exercises in six lessons
Metacognitive instruction for were parallel versions of the listening examination.
listening
Stage : Individual reflection. Questions were written on the
board to reflect individually on the completion of their listening
exercises. Questions included: What were you listening to?
What helped you to understand the text?
What prevented you from getting the correct answers?
What did you do to understand as much of the text as possible?
Stage : Reflect
Student’s role:
(1) Each student reflected individually on the metacognitive,
self-addressed questions.
(2) Each student verified his/her cognitive and metacognitive
skills based on feedback-corrective processes, including
enrichment and remedial help provided by the teacher as
necessary.
Metacognitive prompts:
(1) Comprehension
Purpose: familiarize students with the articulation of the main
ideas in the text.
What was the text about?
What were the purposes of this text?
What specific points did I find important in this text?
166 8 Language Learning Strategies
Table 1 (continued)
(2) Connection
Purpose: guide students in contemplating the similarities and
differences between an immediate text and previously read texts
What were the similarities and differences between this and those I
have read in the past?
(3) Strategy
Purpose: allow students to reflect on appropriate strategies for
the exercise
What strategies were appropriate for completing this text reading in
time?
What strategies were useful for grasping the gist of this text?
What strategies were useful for inferring unknown words?
(4) Reflection
Purpose: guide students in evaluating their reading process
during or at the end of the exercise
Did my strategies for reading make sense?
Did I focus on all the details of the text?
Did I consider all relevant information while determining the purpose
of this text?
What prevented me from achieving the correct answers?
What did I do to understand as much of the text as possible?
Table 1 (continued)
Regulation of cognition
(i) What background knowledge do you have about planning,
monitoring, and evaluating English writing tasks?
(ii) Do I set reasonable goals for this writing?
(iii) How should we plan the content of the essay before writing?
Quote some, for example, what to write about, what views on the
topic were, how to support their views, and how to present
information.
(iv)What strategies should we use to plan the language content of
the essays
(v) How should we organize the content for writing? Quote some,
for example, how to organize ideas, language use, etc.
(vi) How should we monitor a writing task? For example, what are
the similarities and differences between the task at hand and the
tasks that we have solved in the past?
(vii) How should we evaluate a writing task? For example, does
the writing make sense? Can I write differently? Did I consider all
the relevant information?
Recommended Readings
Gu, Yongqi & Robert Keith Johnson. 1996. Vocabulary learning strategies and language learning
outcomes. Language Learning, 46(4), 643–679.
This is a well-cited study attempting to establish the vocabulary learning strategies used by EFL
students and the relationship between their strategies and outcomes in learning English.
Goh, Christine & Yusnita Taib. 2006. Metacognitive instruction in listening for young learners. ELT
Journal, 60(3), 222–232.
This study aims to delineate young learners’ strategy use in listening. The results provide insights
into the factors that influence young learners’ listening and strategy use.
Teng, Feng. 2020. The benefits of metacognitive reading strategy awareness instruction for young
learners of English as a second language. Literacy, 54, 29–39.
170 8 Language Learning Strategies
This study aims to understand young learners’ strategy use in reading. The findings articulate the
knowledge factors that influence young learners’ reading. The results provide insights into the
nature and demands of reading and metacognitive knowledge in improving reading comprehension.
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