The relationship between curiosity and interest, two motivational constructs of potential relevance to learning, has become subject of controversy. A recent special issue of Educational Psychology Review (December 2019) contains no less than eight contributions discussing the issue. Opinions vary widely. While some authors argue that there is little to distinguish curiosity and interest (Ainley 2019; Alexander 2019), others emphasize important conceptual and possibly neuroscientific differences between the two (Hidi and Renninger 2019; Murayama et al. 2019; Shin and Kim 2019). One author suggests that curiosity may be a special case of interest (Pekrun 2019). These discussions seem somewhat muddled by the fact that both constructs occur in the literature in at least two different guises: a situationally triggered, variable, manifestation, and a more stable, trait-like one. For curiosity, usually a distinction is made between state and trait epistemic curiosity (e.g., Naylor 1981). For interest, a distinction is assumed between situational and individual interest (Hidi and Renninger 2006; Schiefele 2009). A second problem complicating the discussion is that studies investigating similarities or differences between these constructs in an empirical fashion are presently lacking. The studies reported in this article intend to fill this gap for (state) epistemic curiosity and situational interest.

Both epistemic curiosityFootnote 1 and situational interest tend to be seen as a motivational force that drives learning, and their mobilization is considered an important instructional goal (Alexander 2019; Silvia 2017). On the other hand, they emerged at different times and from rather different research perspectives. Epistemic curiosity was introduced in the 1950s originally to make sense of certain exploratory behaviors of animals in the psychological laboratory (Berlyne 1950, 1954). Situational interest, alternatively, initially under the heading of “text-based interest,” emerged 30 years later in the context of discussions about different types of interest relevant to learning from text (Hidi 1990; Hidi and Baird 1986, 1988; Schraw and Lehman 2001). Then, what do they have in common?

Berlyne (1954) describes epistemic curiosity as a motivational force by which an organism explores its environment seeking for information about it. (Epistēmē is ancient Greek referring to “knowledge,” “science,” or “understanding”) Most researchers in the field agree that this kind of curiosity drives an individual to acquire knowledge about the world. However, differences of opinion persist as to which psychological mechanism underlies epistemic curiosity. Berlyne (1954) initially defined it as a primary—biological—drive, much like hunger or thirst, that is aroused by the situation and can be satisfied by the information gathered. Day (1971) alternatively, favored a cognitive interpretation, assuming that the organism has an intrinsic need to reduce incongruity between his/her existing knowledge of his/her environment and incoming information from that environment. Epistemic curiosity is, in this view, a sense-making process activated whenever a discrepancy emerges between a person’s understanding of the world and how the world appears to him/her in reality, or when certain expectations about that world are violated. Berlyne (1962) and Kagan (1972), finally, describe epistemic curiosity as a process reducing uncertainty. The need to reduce uncertainty regarding reality activates the search for information. More recently, Loewenstein (1994) has proposed a knowledge-gap interpretation of epistemic curiosity. According to Loewenstein, if a person experiences a gap between what (s)he knows and needs to know in order to understand a situation, (s)he experiences a feeling of deprivation. This experience of a deficit drives the learner to search for new knowledge. Epistemic curiosity is thus a cognitively driven motive to close a gap between what is understood and what is not yet understood.

There is some evidence supporting the knowledge-gap account of epistemic curiosity. Loewenstein et al. (1992), for instance, found that epistemic curiosity was largest when participants had partial knowledge of a particular subject, as compared with no knowledge or full knowledge, a finding replicated by Litman et al. (2005). Kang et al. (2009) found that if participants guessed incorrectly in response to trivia questions, curiosity increased. This increased curiosity correlated with increased activity in memory areas in the brain as measured with functional magnetic resonance imaging.

Based on an extensive review of the curiosity literature Grossnickle (2016) defines epistemic curiosity as the desire for knowledge in response to experiencing or seeking out collative variables—stimuli that are novel and complex and are incongruous with expectations. The emergence of epistemic curiosity is accompanied by positive emotions, increased arousal, and exploratory behaviors. Reviewing this literature it becomes clear that Berlyne (1962) uncertainty principle and Loewenstein (1994) knowledge-gap theory as an explanation for the arousal of epistemic curiosity have been influential. Most researchers active in the field tend to refer to their work (e.g., Baranes et al. 2015; Boykin and Harackiewicz 1981; Eren 2009; Halamish et al. 2019; Hardy et al. 2017; Jirout and Klahr 2012; Kang et al. 2009; Korpershoek et al. 2018; Ligneul et al. 2018; Litman 2008; Litman and Spielberger 2003; Lowry and Johnson 1981; Reio Jr et al. 2006).

Whereas epistemic curiosity is described as a predominantly cognitive motivator, situational interest, by contrast, is often construed as an affective response to new information or to a situation not immediately understood (Ainley and Hidi 2014; Ainley et al. 2002; Hulleman et al. 2008; Schiefele 2009). Hidi and Renninger (2006) state that “Situational interest refers to focused attention and the affective reaction that is triggered in the moment by environmental stimuli, which may or may not last over time (p. 113).” Other authors speak of a feeling of enjoyment, accompanied by temporary arousal and increased attention in response to a problem presented to them (Hidi 1990; Schraw and Lehman 2001). We use the word “problem” here as a category name for environmental stimuli (or collative variables) that carry an element of uncertainty or novelty: questions, puzzles, ambiguous statements, brain teasers, counterintuitive events, unfamiliar, or surprising situations. These are “problems” because they require some form of resolution. In addition, it is assumed that the initial triggering of situational interest, and its maintenance, are early stages in the development of a more stable and sustainable individual interest in a particular knowledge domain (Hidi and Renninger 2006). Most situational interest researchers concur with Hidi and Renninger (2006) that situational interest is a transient process characterized by increased arousal, positive affect, and focused attention in response to incongruent information (e.g., Alexander et al. 1995; Chen et al. 2001; Dorfner et al. 2018; Habig et al. 2018; Lin et al. 2013; Linnenbrink-Garcia et al. 2010; Magner et al. 2014; Park 2015; Rotgans and Schmidt 2011; Roure et al. 2019b; Schraw 1997; Tapola et al. 2014; Tin 2009a).

Its relationship with the knowledge acquisition process is however more implicit. While most authors assume that situational interest motivates learners to engage with new information in order to learn (Ainley et al. 2002; Rotgans and Schmidt 2011; Schraw and Lehman 2001), others seem to interpret situational interest not so much as a motivational force, but as a positive attitudinal response to particular classroom events. Grossnickle (2016) while discussing the differences between epistemic curiosity and interest, concludes that knowledge is an integral component of the definition of epistemic curiosity, whereas it is not an essential characteristic of interest. Grossnickle states that “… when knowledge does appear in definitions of interest, its role is one of presence, as opposed to definitions of curiosity, which identify curiosity as marked by the absence of knowledge (Grossnickle 2016).”

Despite these differences in emphasis between epistemic curiosity and situational interest, there are also striking similarities. First, most authors from both sides, implicitly or explicitly, acknowledge that their construct is a motivational influence that induces students to learn new information. Second, both sides assume that an environmental stimulus, such as a novel and surprising event, an expectancy violation, and a puzzle, acts as a precipitating event that sets in motion this motivational force. This point of view is, however, not shared by all situational interest researchers (e.g., Ainley et al. 2002; Renninger and Hidi 2015). See also “Discussion.” Third, like epistemic curiosity, situational interest is considered a state rather than a trait, variable over time. And fourth, some situational interest researchers have proposed that like epistemic curiosity, situational interest must decrease when new knowledge is acquired (Alexander 2004; Rotgans and Schmidt 2011, 2014; Schraw and Lehman 2001), suggesting that the new understanding “satisfies” situational interest. In their knowledge deprivation account of situational interest, Rotgans and Schmidt (2011, 2014) have attempted to interpret situational interest in terms of Loewenstein (1994) knowledge-gap theory. They have demonstrated that situational interest is triggered by a precipitating event but decreases when new knowledge is acquired, suggesting that situational interest, like epistemic curiosity, is satiated by new knowledge. Second, when students already have the appropriate knowledge to understand a particular problem, situational interest is not triggered. And third, they have shown that students need to become aware that they have a knowledge deficit if situational interest is to be aroused. Their studies suggest that situational interest, like epistemic curiosity, is closely aligned with the knowledge acquisition process.

The purpose of the studies reported in this article was to find out to what extent epistemic curiosity and situational interest are in fact different names for the same psychological mechanism or that they really do represent different takes on motivation and learning—to study whether they are distant cousins or identical twins. Although several authors use the terms interest and curiosity interchangeably (e.g., Ainley 1987; Boscolo et al. 2011; Connelly 2011; Kashdan 2004), or see interest as one of the causes of curiosity (Litman et al. 2005; Litman and Silvia 2006), to the best of our knowledge no study included measures of both epistemic curiosity and situational interest in an attempt to relate them directly. See also Grossnickle (2016).

In the two studies to be reported below, using a psychometric and an experimental approach, we have tested the hypothesis that epistemic curiosity and situational interest are, in fact, manifestations of the same underlying psychological process. In Study 1, we administered measures of epistemic curiosity and situational interest to students from an all-boys secondary school, soliciting their response to the topic of the “physics of heat.” The data were analyzed using confirmatory factor analysis to find out whether a one-factor solution provides the best fit to the data. This would indicate that the two measures are, in fact, indicators of the same underlying construct. A better fit for a two-factor solution would indicate that they exist as two (possibly correlated) constructs. Study 2 was an experiment in which we manipulated the amount of prior knowledge secondary-school students had about a particular physics-of-heat phenomenon called the Mpemba effect and explored the effect of this manipulation on epistemic curiosity and situational interest respectively.

Study 1: Confirmatory Factor Analysis of Measures of Epistemic Curiosity and Situational Interest

The objective of this study was to conduct a series of confirmatory factor analyses of measures of epistemic curiosity and situational interest to find out if both are indicators of the same underlying latent construct or should be considered two different constructs (possibly correlated to some extent). To that end, we tested four models. The first model assumed that both constructs were entirely independent of each other (i.e., the correlation between the latent factors of situational interest and epistemic curiosity was set to zero). The second model assumed that since both constructs were measured using similar rating-type instruments, a certain amount of common method variance (expressed as a third latent factor partially explaining variation in the other two) would naturally be found between both scales even if the two constructs are referring to different underlying processes. The third model allowed for free estimation of the correlation between both scales (i.e., the correlation between the latent variables of situational interest and epistemic curiosity was freely estimated without restriction). The fourth model consisted of only one latent variable on which both the situational interest and epistemic curiosity items would have to load. If both constructs are measuring the same underlying process, it can be hypothesized that there would be a significant gradual improvement in fit with the data from the first to the fourth model with the one-factor model representing the best fit.

Method

Participants

One-hundred and fifty-eight students from a secondary boys’ school in Parramatta, Australia, participated. Ages ranged from 12 to 13 with mean of 12.67 years (SD = .47).

Materials

Epistemic Curiosity Measure

The epistemic curiosity literature furnishes us with a plethora of questionnaires, each measuring seemingly somewhat different aspects of the construct (e.g., Day 1971; Kashdan et al. 2009; Litman 2008; Litman and Jimerson 2004; Naylor 1981; Vidler and Rawan 1974). See for an overview Grossnickle (2016). In addition, these authors tend to consider epistemic curiosity as a stable—trait-like—characteristic of individual human beings. For instance, Litman and Spielberger's (2003) curiosity questionnaire contains items, such as “Enjoy learning about subjects which are unfamiliar,” “Fascinating to learn new information,” and “Enjoy exploring new ideas,” clearly intended to measure a more stable type of epistemic curiosity. The fluid, variable, and malleable process intended by Berlyne (1954), on the other hand, is often measured by a single item, e.g., “Indicate how curious you are to see the answer to each question” (Boykin and Harackiewicz 1981; Halamish et al. 2019; Kang et al. 2009; Litman et al. 2005).

Therefore, we decided to create a multi-item “state” epistemic curiosity measure based on a content analysis of the epistemic curiosity questionnaires published between 1975 and 2019. See Appendix 1 for the full set of these questionnaires. Table 1 contains the frequencies by which the various epistemic-curiosity-related concepts occur in these questionnaires. Initial rater agreement was 86%. Remaining differences in judgment were resolved by discussion.

Table 1 Frequency of concepts related to epistemic curiosity or situational interest derived from measures used in studies between 1975 and 2019. Only concepts that occur two or more times are included

The most often occurring concepts—if relevant—were included in the epistemic curiosity measure to be used in the studies described below, ascertaining content validity of the new measure. Table 2 displays the instruction and the items included in the epistemic curiosity measure.

Table 2 Instruction and items of the epistemic curiosity and situational interest measures used in the present studies

All items were scored on a 5-point Likert scale ranging from 1 (strongly disagree) to 5 (strongly agree). The reliability of the measure was determined by calculating Hancock’s coefficient H. The coefficient H is a construct reliability measure for latent variable systems that represents a relevant alternative to the conventional Cronbach’s alpha. According to Hancock and Mueller (2001), the usefulness of Cronbach’s alpha and related reliability measures is limited to assessing composite scales formed from a construct’s indicators, rather than assessing the reliability of the latent construct itself as reflected by its indicators. The coefficient H is the squared correlation between a latent construct and the optimum linear composite formed by its indicators. Unlike other reliability measures, the coefficient H is never smaller than the best indicator’s reliability. In other words, a factor inferred from multiple indicator variables should never be less reliable than the best single indicator alone. Hancock and Mueller recommended a cut-off value for the coefficient H of .70. The coefficient H for the epistemic curiosity measure was H = .92.

Situational Interest Measure

The literature on situational interest suggests four components covering this construct: enjoyment, interest, focus/concentration, and feeling entertained in response to a triggering event (Ainley and Hidi 2014; Ainley et al. 2002; Hidi 1990; Hidi and Renninger 2006; Schraw and Lehman 2001). See Appendix 2 for the full set of questionnaires used in studies of situational interest between 1988 and 2019. Table 1 contains a content analysis of these questionnaires. To represent these dimensions in a questionnaire, we adapted a measure originally proposed by Rotgans and Schmidt (2011) by focusing on these four characteristics. Table 2 presents the items included in the measure. Students had to respond to these items on a 5-point Likert scale ranging from 1 (strongly disagree) to 5 (strongly agree). The coefficient H for the situational interest measure was H = .84.

Procedure

The measures were administered after a regular class. Students were given a link to an online presentation software (Qualtrics, Provo, UT), which they accessed via their tablet computers. All information and instructions were presented via Qualtrics. Students were informed that the school considers teaching them about the “physics of heat.” Students were asked to respond to a set of items regarding this topic. The two questionnaires were presented to the students in a counterbalanced way.

Analysis

Confirmatory factor analyses (CFAs) were conducted for each of the four models mentioned above to examine whether the data fitted the hypothesized factor structure and, if so, which model resulted in the best model fit. To examine the goodness-of-fit for the models, we generated the root-mean-square error of approximation (RMSEA), standardized root-mean-square residual (SRMR), and comparative fit index (CFI) along with the χ2 statistic. Cut-off values of .06 (RMSEA), .09 (SRMR), and .95 (CFI) were used in the analysis (Hu and Bentler 1999). The analysis was conducted using IBM SPSS AMOS 21 (IBM Corp. Armonk, NY).

Results and Discussion

For an overview of the model fit indices pertaining to all four models see Table 3.

Table 3 Model fit for four measurement models (N = 158)

The model fit indices of the four models suggest that the one-factor solution in which all situational interest and epistemic curiosity items load on a single factor, resulted in the best model fit: χ2 (35, N = 158) = 32.65, p = .58, CFI = 1.00, RMSEA = .00 (95% CI: .00–.00), SRMR = .03. This model resulted in a statistically significantly better model fit than model 1 (Δχ2 (1, N = 158) = 212.50, p < .001) and model 2 (Δχ2 (1, N = 158) = 16.36, p < .001). The difference chi-square test did not reach significance between model 3 and model 4 (Δχ2 (1, N = 158) = .43, p = .52). Note however, that, in model 3, the correlation between the latent situational interest and latent epistemic curiosity factor was .99.

Study 2: Experimental Manipulation of Epistemic Curiosity and Situational Interest

After having established that epistemic curiosity and situational interest seem to refer to the same underlying latent variable structure, we conducted an experiment to examine whether both constructs “behave” in the same manner in response to experimental manipulations: Are they aroused to the same extent in response to a triggering event? And do they both fail to be aroused when participants already do have appropriate prior knowledge? The fact that both constructs are highly correlated—as demonstrated in Study 1—is typically considered convergent validity evidence. However, according to Borsboom et al. (2004), the “correlation between … test scores and other measures cannot provide any more than circumstantial evidence for validity” (p. 1062). What ought to be tested is not just the correlation between two variables purportedly measuring the same construct, but a theory of “response behavior.” That is, if the constructs are identical, they should change in the same direction and magnitude as a result of a chain of events between the subsequent administrations of the measurements. From this it follows that if a precipitating event is presented, both epistemic curiosity and situational interest must increase because in both cases the arousal is caused by an awareness of a knowledge deficit. Consequently, if there is not a knowledge deficit regarding the stimulus at hand, for instance, if students already have the appropriate prior knowledge, no arousal of epistemic curiosity and situational interest is allowed to occur if the underlying psychological mechanism is considered to be the same.

Epistemic curiosity and situational interest were each measured four times, before a text was studied, before and after the Mpemba problem was presented, and after a second text was read. The treatment group read the text explaining the Mpemba problem after the problem was presented, whereas the control group read it before the problem was presented. For the control group, therefore, the problem would no longer be a triggering event; all knowledge relevant to understand it was already acquired. In summary, the following hypotheses were tested: (1) If epistemic curiosity and situational interest are indicators of the same underlying psychological mechanism, then they should show the same pattern of arousal and decrease. (2) If both are responses to a perceived knowledge gap, then, in the treatment condition, both should increase when the Mpemba problem is presented, and decrease after having studied the explanatory text. (3) If both are responses to a perceived knowledge gap, then, in the control condition, receiving prior knowledge about the Mpemba problem, no such increase and decrease is expected.

Method

Participants

One-hundred and forty-eight students from a secondary boys’ school in Parramatta, Australia, participated. Ages ranged between 14 and 17 years, with a mean age of 14.94 years (SD = .48). The sample sizes were computed based on similar studies demonstrating that mean differences tend to revolve around .35 with a mean standard deviation of .60 (Rotgans and Schmidt 2011, 2014, 2017a). The sample size can then be computed with the formula

$$ n=1+2C{\left(\frac{s}{d}\right)}^2 $$

(https://www.ncbi.nlm.nih.gov/books/NBK43321/), where s is the standard deviation to be expected and d is the difference between means. C is a constant based on α-level and power of the test. With an α < .05 and power = .80, C = 7.85. From this it follows that n should be at least equal to 48. This suggests that our samples are sufficiently large to find treatment effects if they exist.

Materials

Epistemic Curiosity Measure

The same epistemic curiosity measure as in Study 1 was administered. The coefficient H for the four measurements of epistemic curiosity was: measurement 1 H = .94, measurement 2 H = .94, measurement 3 H = .95, and measurement 4 H = .95, all indicating high reliability.

Situational Interest Measure

The same situational interest measure as in Study 1 was administered. The coefficient H for the four measurements of situational interest was: measurement 1 H = .93, measurement 2 H = .92, measurement 3 H = .94, and measurement 4 H = .90.

Procedure

Participants were randomly assigned to one of two conditions: a treatment and a control condition. Students were then given a link to an online presentation software (Qualtrics, Provo, UT), which they accessed via their tablet computers. All information and instructions were presented via Qualtrics. In the experiment, both groups were presented the same problem: the “Mpemba effect.” The Mpemba effect is the counterintuitive observation that warmer water freezes faster than cold water, and participants had to think of, and write down a possible explanation for this phenomenon. In the control condition, participants were, however, prior to the confrontation with the Mpemba problem, provided with a 204-word text on the process of evaporation explaining the effect. In the treatment condition, no such information was given. The students in this condition received a “filler” text of equal word count. This filler text was also related to the physics of heat but was irrelevant for understanding the problem. This design was used to ensure that the experiment was fully counterbalanced: all students received the same information albeit in a different sequence. After presentation of the problem, participants in the control condition received the filler text and the treatment condition received the evaporation text. See Appendix 3 for the materials. Epistemic curiosity and situational interest were measured at four points in time. First, as a baseline measurement at the start of the experiment after students were instructed that the topic that they were about to study was about the physics of heat; second, after reading the first text; third, after presentation and self-explanation of the problem; and fourth, after reading the second text, at the end of the experiment. See Fig. 1 for an overview of the experimental set-up.

Fig. 1
figure 1

Overview of the experimental setup of Study 2

Analysis

First, a one-way repeated-measures MANOVA was conducted. Time, expressed as the four consecutive measurements (measurement 1, measurement 2, measurement 3, and measurement 4), and epistemic curiosity vs. situational interest were the within-group factors. The between-group factor was treatment vs. control. Non-significant differences would indicate that epistemic curiosity and situational interest changed in the same ways in response to our experimental manipulations. Second, planned pairwise differences were determined by means of Bonferroni analysis of pairwise comparisons using four separate one-way repeated-measures ANOVAs. If our hypothesis was correct, in the treatment condition measurement 3, taken after the problem, should be significantly higher than the three other measurements. This should apply to both epistemic curiosity and situational interest. No such differences would be expected in the control condition. Finally, a manipulation check was carried out to find out whether the experimental manipulation was successful. To that end, the answers the students gave in response to the requirement to think of a possible explanation for the Mpemba problem were used. This was done by counting the number of times the evaporation explanation was mentioned. If the experimental manipulation was to be successful, the students in the control condition would mention this explanation more often because they received the explanatory text before the Mpemba problem and therefore should experience a knowledge gap to a lesser extent. The analyses were conducted using IBM SPSS Statistics 25 (IBM Corp. Armonk, NY).

Results and Discussion

The one-way repeated-measures MANOVA showed no effect of time on the combined measure: Wilk’s Λ = .98, F(3, 145) = 1.55, p = .16, η2 = .010, nor was the interaction between time and condition significant: Wilk’s Λ = .99, F(3, 145) = .52, p = .79, η2 = .004. These results indicate that there were no differences between the dependent variables, epistemic curiosity, and situational interest, over time and condition. These findings support our hypothesis that both variables show similar patterns of responses over time. See Table 4 for the descriptive statistics.

Table 4 Descriptive statistics of epistemic curiosity and situational interest for four measurement occasions and under two conditions in Study 2 (N = 148)

Since, in the present study the pattern of differences between adjacent measurement points, as predicted by the knowledge-gap interpretation of both constructs, is crucial, we conducted four post-hoc comparisons using one-way repeated-measures ANOVA, each for one of the conditions and one of the measures. For the treatment condition there was a significant effect of time for both epistemic curiosity and situational interest, respectively: Wilk’s Λ = .84, F(3, 71) = 4.61, p = .005, η2 = .163, and Wilk’s Λ = .88, F(3, 71) = 3.13, p = .031, η2 = .117. Pairwise comparisons indicated that measurement 3, taken after the problem was presented, was significantly higher than all other measurements. This applied to both epistemic curiosity (3 versus 1: p = .008, 3 versus 2: p = .022, and 3 versus 4: p = .009) and situational interest (3 versus 1: p = .02, 3 versus 2: p = .023, and 3 versus 4: p = .045). In the control condition, none of these differences emerged. These data suggest that only among students in the treatment condition, having no prior knowledge of the explanation of the Mpemba problem, epistemic curiosity and situational interest increased, and decreased after the explanatory text was studied, as predicted by the knowledge-deprivation hypothesis. Figure 2 depicts the changes over time for epistemic curiosity and situational interest separately. It shows almost identical patterns for both variables.

Fig. 2
figure 2

Pattern of situational interest vs. epistemic curiosity across four measurement occasions. The stars indicate the results of statistical difference tests between any two subsequent measures within each condition (note: *p < .05, **p < .01). Vertical axis does not show full range

In summary, epistemic curiosity and situational interest were equally sensitive to our manipulation of prior knowledge, strengthening our hypothesis that both measures refer to the same psychological mechanism.

The manipulation check showed the experimental manipulation to be successful. After being presented with the Mpemba problem, the students in the control condition mentioned the evaporation explanation significantly more often: Mcontrol = .34 (SD = .56) vs Mtreatment = .15 (SD = .40), F(1,146) = 5.70, p = .018.

General Discussion

The status of curiosity and interest as similar or dissimilar has been, and still is, subject of considerable debate. Dewey’s early work is often referred to as the original source of these concepts as applied to education. Surprisingly, in “How we think” published in 1910, curiosity takes centre stage and interest is only mentioned once (Dewey 1910), whereas in his 1913 book, “Interest and Effort in Education,” the concept of curiosity is entirely absent (Dewey 1913). Litman and Silvia (2006) define interest as a subcategory of curiosity, a point of view shared with Kashdan and Silvia (2009) and Silvia (2006). Alternatively, others see curiosity rather as a subcategory of interest (Boscolo et al. 2011). Again, others use the terms interchangeably (Ainley 1987; Connelly 2011; Silvia 2017) or see them as different but reciprocally related (Arnone et al. 2011). In a recent review, Ainley (2019) suggests that in-the-moment experiences of curiosity and interest both emerge out of exploratory behavior observed in infancy and early childhood.

The studies presented in this article sought to test the hypothesis that epistemic curiosity and situational interest are, in fact, different guises hiding the same psychological mechanism: the need for knowledge emerging in response to the confrontation with a problem. In Study 1, we administered indicators of epistemic curiosity and situational interest to secondary-school students measuring their response to a particular topic to be studied, the physics of heat. Using confirmatory factor analysis, we were able to demonstrate that a one-factor solution including the items of both measures provided the best fit of the data. A two-factor solution only fitted equally well if an almost perfect correlation between the two latent factors was allowed. Study 2 was an experiment in which we measured both epistemic curiosity and situational interest four times over the course of a knowledge acquisition exercise among secondary-school students. In both conditions, the same physics-of-heat problem was presented for which students were asked to find an explanation. The treatment group received a text explaining the problem after they encountered it; the control group received the text before the problem. Only for the treatment group receiving the problem first, epistemic curiosity and situational interest were aroused and decreased after the explanatory text was studied. Since the control group received the explanatory text before the problem, its members did not experience a knowledge gap and therefore did not show arousal and decrease of both variables. These results largely replicate and extend previous studies in which we used problems to arouse situational interest and in which the processing of explanatory texts was shown to decrease situational interest (Rotgans and Schmidt 2011, 2014, 2017b). Over the course of the experiment, epistemic curiosity and situational interest increased and decreased in almost the same way. These findings and those of Study 1 suggest that epistemic curiosity and situational interest, if not different terms for the same psychological mechanism, then at least should be considered identical twins. Both are triggered by an engaging problem, as predicted for epistemic curiosity by Berlyne (1954), and for situational interest by Hidi and Renninger (2006) and others. Both also seem to be satisfied by the opportunity to process knowledge relevant to explaining the phenomena described in the problem as suggested by Loewenstein (1994) for epistemic curiosity and demonstrated by Rotgans and Schmidt (2014) for situational interest. Rotgans and Schmidt (2014) have summarized their knowledge deprivation account of situational interest as follows: “(a) Confronted with a problem not immediately understood, a person engages in an attempt to retrieve knowledge from long-term memory that may help him or her to interpret the problem; (b) If the retrieval fails, the person experiences a gap between what he or she seems to know and what he or she needs to know to understand the problem-at-hand; (c) This awareness of a knowledge deficit leads to increased situational interest for information that may help eliminating the deficit; situational interest is therefore a motivational indicator of the preparedness of the person to engage in processing such information; and (d), the acquisition of new and relevant knowledge satisfies the drive to learn. Hence, situational interest decreases and may even disappear. In (this) proposal, the failed attempt to retrieve relevant knowledge, necessary for understanding the problem, is crucial to the emergence of situational interest (p. 45).”

In our view, and based on the studies presented here, the same psychological mechanism explains how epistemic curiosity works; both concepts refer to the same underlying process.

An obvious objection against our findings may be that situational interest and epistemic curiosity, as operationalized in our studies, do not faithfully represent both constructs as envisioned in the literature. Renninger and Hidi (2016), for instance, suggest that our previous studies of situational interest in fact were studies of epistemic curiosity. We beg to disagree. We believe that our operationalization of situational interest closely matches the definition as proposed by Hidi and Renninger (2006). In addition, as Table 1 indicates, our operationalization matches the most often used concepts in this context. There is hence no reason to believe that our studies were not about situational interest. However, we had to newly construct a (state) epistemic curiosity scale because no such scale exists. It is possible that this operationalization, based on a content analysis of published epistemic curiosity questionnaires, was less successful than hoped for. A colleague reviewing an earlier version of our manuscript suggested that both scales show semantic overlap and that it is therefore no surprise that they correlate highly. If true, this would impede our findings. However, while selecting the items, we took great pains to ensure that the scales did not show more overlap than is suggested by the literature. Inspection of the items demonstrates that the concept of curiosity only appears in the epistemic curiosity scale and interest only in the situational interest scale. Fascination, exploration, and desire appear only in the epistemic curiosity scale, whereas focus, not being distracted, and boredom appear only in the situational interest scale. In line with its definition, knowing more appears prominently (3 times) in the epistemic curiosity scale, while in the situational interest scale there is no explicit reference to a need to know more. The only overlap in terms of the concepts used is fun-enjoyment, obviously because they appear in most definitions. Finally, to check the validity of our findings, we decided to select from each of the measures one item that seems to represent the core of the two constructs: “I think this topic is interesting” and “I am really curious to know more about this topic,” and to redo the analysis of Study 2 based only on these two items. The results were largely similar to those reported above, possibly strengthening the credibility of our findings.

How can our findings be reconciled with the literature that stresses differences between the constructs? Renninger and Hidi (2016), for instance, hypothesize that in the case of curiosity, knowledge acquisition results in a resolution and reduced motivation; in the case of interest increased knowledge is likely to lead to further seeking and increased motivation. In addition, curiosity is a relatively short-term psychological state as it lasts until the information gap is closed or a conflict is resolved. The psychological state of interest, on the other hand, has no such limitations and often continues as interest develops. According to Markey and Loewenstein (2014) curiosity only results from a desire to close an information gap with regard to a specific issue, whereas interest involves engagement in order to learn more about a subject generally. We believe that when these authors speak about interest, they are referring to individual interest, indeed a more stable and enduring process that engages a student with a subject over longer stretches of time and, while doing so, may lead to further learning. However, situational interest has been shown repeatedly to be a short-lived phenomenon in response to a specific environmental stimulus and satiated by knowledge (Alexander 2004). See Rotgans and Schmidt (2017a, 2018) for additional discussion of the relationship and differences between situational and individual interest.

A tempting thought and reasonable hypothesis flowing from our findings is that interest and curiosity, defined as individual interest and “trait” epistemic curiosity, may also be different words for the same psychological process. Our guess however is that this may not be the case. Individual interest as we understand it is an enduring commitment and repeated engagement with a particular subject over time, whereas trait epistemic curiosity shows itself in an ever-changing inquisitiveness after the events in the world as they unfold, much like openness to experience, one of the Big Five personality traits (Litman et al. 2005).

Why is it important to study possible similarities among constructs emerging from different research traditions such as those that were the subject of this article? The first answer is unity of knowledge. If measures deriving from previously separate domains point at the same underlying mechanism (in our case the knowledge-deprivation account), it strengthens both of them. The biologist E.O. Wilson (1999) calls the attempt to unite knowledge from different domains “consilience” and sees it as a necessary step for science to progress. See also Alexander (2019) for an attempt at consilience in the interest/curiosity controversy. The second answer is that researchers from both domains may learn from each other’s methods. For instance, epistemic curiosity researchers sometimes use behavioral or neuroscientific measures (Jirout and Klahr 2012; Kang et al. 2009; Lowry and Johnson 1981; van Schijndel et al. 2018) approaches virtually unknown in the situational interest domain (Hidi and Renninger 2019). A third answer is that such attempt may help reduce the plethora of questionnaires in use in the field. As Appendices 1 and 2 suggest, there is a need to develop further “consilience” among measuring instruments as well.

Where to go from here? Clearly, our findings are preliminary and need further confirmation. One possibility is this: The knowledge-deprivation theory, outlined above, predicts that only if students become aware of a knowledge gap, situational interest is aroused. If epistemic curiosity and situational interest are similar, the same must apply to epistemic curiosity: increase only if the person is aware that he or she has a gap in his or her knowledge. Since students have the possibility to process the same information at different levels of depth (Craik and Lockhart 1972), including the possibility to process information superficially, awareness of a knowledge deficit will not always emerge, and therefore, epistemic curiosity will not always increase.

A second prediction is that participants need at least some prior knowledge in order to make sense of a problem. If the problem is not understood at all, students cannot see that they are missing something. Loewenstein et al. (1992) reports that epistemic curiosity was largest when participants had partial knowledge of a particular subject, as compared with no knowledge or full knowledge. See also Litman et al. (2005). In an unpublished experiment, we presented Singapore primary school pupils with a history problem delineating how it was possible that Hitler, despite never reaching a parliamentary majority, nevertheless became Germany’s “Kanzler” in 1933. Most of the students had never heard of Hitler, nor did they know that a Kanzler is German for prime minister. Hence, situational interest was not aroused. If epistemic curiosity is identical to situational interest, then epistemic curiosity will also not be aroused under such circumstances. These predictions should be subject of further studies aimed at clarifying the relationship between epistemic curiosity and situational interest.

A final issue of concern is the possibility that situational interest may not only be aroused in response to the experience of a knowledge gap. It is possible that contexts other than the confrontation with a triggering event such as a problem also trigger situational interest (Ainley et al. 2002; Renninger and Hidi 2015). If research would show that there are situations in which situational interest is aroused without the accompanying deprivation response, such research would certainly broaden the concept of situational interest beyond the boundaries sketched here and in previous studies.