The original California Verbal Learning Test (CVLT) employed
a semantic clustering index that used the words recalled during
a given trial as the baseline for calculating expected values
of chance clustering (recall-based expectancy). Although commonly
used in cognitive psychology, clustering indices that use
recall-based calculations of expectancy are implied
by the assumption that organizational processes do not occur
until after words are retrieved from memory. This
assumption contradicts the generally held assumptions among
neuropsychologists that (1) organization is an antecedent to
recall, and (2) increases in the use of organizational strategies
will result in better recall performance. After reviewing a
brief history of clustering metrics, we used Monte Carlo
simulations, informative examples, and patient data to examine
clustering indices that use the word list as a baseline
for calculating expectancy and propose these list-based expectancy
measures as a refinement of the clustering indices used on the
original CVLT. These indices are used on the recently published
CVLT–II. (JINS, 2002, 8, 425–435.)