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Cognitive Load Theory in Industrial Vehicle Training: A Meta-Analysis of Training Environment Gaps and Load Management Strategies

Scott Warren, University of North Texas

Janetta Boone, NASA

Brent Tincher, Lockheed Martin

Annette Fog, Globe Life

Stephanie L. Robinson, University of North Texas

Research Overview

127

Peer-Reviewed Studies

52 Years

1973–2025

Focus Areas

Systematic examination of cognitive load applications in truck and forklift operator training

Identification of critical gaps between training environments and real-world demands

Robson & McCartan, 2016; Sweller, 2010

Cognitive Load Theory: Three Types of Load

Intrinsic Load

Inherent task complexity relative to learner expertise (e.g., steering, load manipulation, spatial awareness)

Extraneous Load

Unnecessary mental processing from poor design or distractions that divert working memory from learning

Germane Load

Productive mental effort dedicated to schema construction and pattern recognition (beneficial for learning)

Cierniak et al., 2008; Chu, 2014; Choi et al., 2014; Sweller, 2010

Methodology

Data Sources

PsycINFO (cognitive psychology)

ERIC (educational research)

Web of Science (interdisciplinary)

IEEE Xplore & Google Scholar

Quality Assessment

Modified Cochrane Risk of Bias

78.7% low risk of bias

Search Strategy

Timeframe: 1973-2025

Initial screening: 1,847 articles

Final corpus: 127 studies

Data Analysis

Effect size analysis (Cohen's d)

Inter-rater reliability (κ = 0.82)

Thematic synthesis approach

Wells et al., 2000; Higgins et al., 2019; Effective Public Health Practice Project, 2009

Publication Trends (1973-2025)

8

Foundation
1973-1987

15

Theory Dev.
1988-1999

34

Application
2000-2009

42

Environment
2010-2019

28

Technology
2020-2025

70.1% of studies published after 2000; 33.9% focused on industrial/vocational training contexts

Baddeley & Hitch, 1974; Sweller, 1988; Choi et al., 2014; Romine et al., 2020

Training vs. Reality: The Critical Gap

Training Environment

✓ Controlled conditions

✓ Minimal distractions

✓ Optimal lighting & climate

✓ Psychological safety

✓ Linear task progression

Real-World Operation

✗ Variable conditions

✗ Constant distractions

✗ Extreme temperatures/noise

✗ Real consequences/stress

✗ Task switching/interruptions

Luo et al., 2023; Choi et al., 2014; Malicka, 2020

Three Primary Challenges

1. Inadequate Extraneous Load Management

Training fails to introduce realistic distractions, resulting in sudden overwhelming cognitive demands in real operations

2. Insufficient Germane Load Development

Surface-level skill focus limits robust schema development necessary for adapting to novel situations

3. Poor Intrinsic Load Preparation

Linear complexity scaling fails to prepare operators for exponential increases when multiple factors combine

Sweller, 2010; Cierniak et al., 2008; Choi et al., 2021

Critical Training Deficiencies

Insufficient Distraction Training

Operators learn in quiet environments but must perform with constant distractions

Poor Multitasking Preparation

Focus on individual tasks rather than simultaneous cognitive demands

Limited Emergency Scenarios

Rare exposure to stress and complexity of actual emergencies

Surface-Level Skill Focus

Emphasis on procedural compliance over deep understanding

Weak Metacognitive Skills

Limited teaching of cognitive load self-monitoring

Environmental Cue Absence

Training lacks contextual cues present in work settings

Chu, 2014; Smith & Vela, 2001; Choi et al., 2014

Environmental Factors Affecting Performance

Temperature & Air Quality

Affects arterial oxygen saturation and willingness to exert mental effort

Lighting Conditions

Color temperature and luminance influence cognitive performance and mood

Nutrition & Hydration

Blood glucose levels impact performance on tasks requiring mental effort

Anxiety & Stress

Impairs attention and diverts working memory capacity through intrusive thoughts

Training programs rarely address how these physiological and affective factors affect cognitive performance

Choi et al., 2014; Hygge & Knez, 2001; Scholey et al., 2001; Eysenck & Calvo, 1992

Key Research Evidence & Effect Sizes

Environmental Realism Interventions

Cohen's d = 0.52 to 1.34 (M = 0.83) for matched vs. mismatched training environments

Collaborative Learning Effects

Cohen's d = 0.63 to 1.45 (M = 0.94) for complex tasks exceeding individual working memory capacity

Physiological Monitoring

Electrodermal activity correlated with cognitive load: r = 0.67 to 0.84 (M = 0.76); 87% classification accuracy

VR Training Transfer

High-fidelity VR showed 34% better hazard recognition vs. traditional classroom training

Smith & Vela, 2001; Kirschner et al., 2018; Romine et al., 2020; Luo et al., 2023

Evidence-Based Solutions (1-3)

1

Progressive Environmental Complexity

Gradually introduce environmental variability (noise, lighting, temperature) to build adaptive schemas while managing cognitive load

2

Expertise-Adaptive Training

Tailor training complexity to individual skill levels with real-time cognitive load assessment and adjustment

3

Real-Time Cognitive Load Monitoring

Use wearable sensors (EDA, heart rate) to provide objective feedback and enable personalized training adjustments

Luo et al., 2023; Romine et al., 2020; Paas & van Merriënboer, 1994

Evidence-Based Solutions (4-6)

4

Collaborative Training Approaches

Leverage collective working memory effects to distribute cognitive load for complex tasks (effect size d = 0.94)

5

Context-Variant Training

Provide instruction in multiple environmental contexts to build flexible schemas that transfer effectively to various work settings

6

Metacognitive Skill Development

Teach operators to recognize cognitive overload signs and implement strategies for managing mental resources effectively

Kirschner et al., 2018; Paas & van Merriënboer, 1994; Sweller, 2010

Integrated Environmental-Cognitive Load Model (IE-CLM)

Traditional CLT Components

Intrinsic, extraneous, and germane load

Environmental Cognitive Load

Contextual processing and variability demands

Physiological Mediation

Temperature, sensory, and autonomic regulation

Collaborative Load Distribution

Shared working memory and coordination

Key Model Implications

Environmental factors interact multiplicatively with traditional cognitive load types

Context-dependent memory critically affects knowledge transfer effectiveness

Collaborative approaches can manage complex tasks exceeding individual capacity

Choi et al., 2014; Sweller et al., 2011; Kirschner et al., 2018

Implementation Considerations

Challenges

Organizational resistance

Budget constraints

Expertise requirements

Safety considerations

Success Factors

Leadership commitment

Phased implementation

Data-driven adjustments

Clear ROI demonstration

Aging Workforce Considerations

Older workers may experience different cognitive load patterns requiring modified, personalized training approaches accounting for changes in working memory capacity and processing speed

Technology Integration

Automation, robotics, and AI create new cognitive demands requiring different operator skill sets and training adaptations

Romine et al., 2020; Luo et al., 2023

Key Takeaways

✓ Training environments systematically fail to prepare operators for real-world cognitive demands

✓ Environmental factors interact multiplicatively with traditional cognitive load components

✓ Progressive complexity and real-time monitoring can effectively bridge training gaps

✓ Collaborative approaches leverage collective working memory (effect size d = 0.94)

✓ Implementation requires organizational commitment and specialized expertise

Restructuring training through CLT principles can significantly improve safety outcomes, operational efficiency, and operator preparation

References (1 of 2)

Baddeley, A. D., & Hitch, G. J. (1974). Working memory. In G. A. Bower (Ed.), The psychology of learning and motivation (Vol. 8, pp. 47-90). Academic Press.

Barrouillet, P., Bernardin, S., Portrat, S., Vergauwe, E., & Camos, V. (2007). Time and cognitive load in working memory. Journal of Experimental Psychology, 33(3), 570-585.

Choi, H.-H., van Merriënboer, J. J. G., & Paas, F. (2014). Effects of the physical environment on cognitive load and learning. Educational Psychology Review, 26(2), 225-244.

Choi, S., Kim, D., & Jung, J. (2021). The Effects of Task Selection Approaches on Cognitive Load. IAFOR Journal of Education, 9(4), 83-101.

Chu, H.-C. (2014). Potential Negative Effects of Mobile Learning. Educational Technology & Society, 17(1), 332-344.

Cierniak, G., Scheiter, K., & Gerjets, P. (2008). Explaining the split-attention effect. Computers in Human Behavior, 25(1), 315-324.

Di Lascio, E., Gashi, S., & Santini, S. (2018). Unobtrusive Assessment of Students' Emotional Engagement. Proceedings of the ACM, 2(4), 1-25.

Effective Public Health Practice Project. (2009). Quality Assessment Tool for Quantitative Studies.

Eysenck, M. W., & Calvo, M. G. (1992). Anxiety and performance. Cognition & Emotion, 6(6), 409-434.

Grant, H. M., et al. (1998). Context-dependent memory for meaningful material. Applied Cognitive Psychology, 12(6), 617-623.

Higgins, J. P. T., et al. (Eds.). (2019). Cochrane Handbook for Systematic Reviews of Interventions (2nd ed.). John Wiley & Sons.

Hygge, S., & Knez, I. (2001). Effects of noise, heat and indoor lighting on cognitive performance. Journal of Environmental Psychology, 21(3), 291-299.

References (2 of 2)

Kirschner, F., Paas, F., & Kirschner, P. A. (2009). A cognitive load approach to collaborative learning. Educational Psychology Review, 21(1), 31-42.

Kirschner, P. A., Sweller, J., Kirschner, F., & Zambrano R., J. (2018). From Cognitive Load Theory to Collaborative Cognitive Load Theory. International Journal of Computer-Supported Collaborative Learning, 13(2), 213-233.

Luo, Y., et al. (2023). Investigating the impact of scenario and interaction fidelity on training experience. Developments in the Built Environment, 16.

Malicka, A. (2020). The role of task sequencing in fluency, accuracy, and complexity. Language Teaching Research, 24(5), 642-665.

Mehta, R., Zhu, R. J., & Cheema, A. (2012). Is noise always bad? Exploring the effects of ambient noise on creative cognition. Journal of Consumer Research, 39(4), 784-799.

Paas, F., & van Merriënboer, J. J. G. (1994). Instructional control of cognitive load in the training of complex cognitive tasks. Educational Psychology Review, 6(4), 351-371.

Robson, C., & McCartan, K. (2016). Real World Research (4th ed.). John Wiley & Sons.

Romine, W. L., et al. (2020). Using Machine Learning to Train a Wearable Cognitive Load Tracker. Sensors, 20(17), 4833.

Scholey, A. B., Harper, S., & Kennedy, D. O. (2001). Cognitive demand and blood glucose. Physiology & Behavior, 73(5), 585-592.

Smith, S. M., & Vela, E. (2001). Environmental context-dependent memory: A review and meta-analysis. Psychonomic Bulletin & Review, 8(2), 203-220.

Sweller, J. (1988). Cognitive load during problem solving. Cognitive Science, 12(2), 257-285.

Sweller, J. (2010). Element interactivity and intrinsic, extraneous, and germane cognitive load. Educational Psychology Review, 22(2), 123-138.

Sweller, J., Ayres, P., & Kalyuga, S. (2011). Cognitive Load Theory. Springer.

Wells, G. A., et al. (2000). The Newcastle-Ottawa Scale (NOS) for assessing quality of nonrandomised studies.