What makes science reliable? - a culture-historical incite to discussion Essay to the course in social science theory at the University of Oslo, spring 2005. by Anita Borch, National institute for consumer research, Oslo Introduction At some point most researchers question the relation between reality and theory: Is my theory reliable? Does it really reflect reality? What we all are striving for (but of historical and practical reasons can’t admit) is the truth – the perfect symbiosis between theory and reality. But under what conditions do we judge research as reliable? In this essay I reflect on these questions, based on a rough description of the culture-historical understanding of “truth” and “reliable research” in Western societies. The cultural-historical understanding of these issues involves, of course, a multitude of temporally and spatially based ideas, opinions and reasonings far too complex to be told within the limit of five pages. The story has therefore been strongly simplified; cut down to the bone and presented in a narrative way, as if it was dealing with a linear course of events rather than interwoven processes running side-by-side with varying degree of intensity. I have done this “harassment” without too many scrouples, reminding myself on the fact that the aim of this essay never has been to document the complexity of scientific validity criteria over time, rather to draw some general lines that can make a starting point for further discussion about how we reflect around these questions today. I start with the pre-modern understanding of truth and end up pointing at some tendencies that might have an impact on the judgment of reliable science in the future. The pre-modern truth Before the scientific revolution of the 16th and 17th centuries there was a general understanding in Western societies that human destiny was in the hands of God. The truth was based on His Words, the Bible. However, as the modern civilisation grew and the social mobility increased, more people could see with their own eyes that others – neighbours, 1 family and friends – where able to change their lives, for instance by doing clever investments in the market. Human beings were not necessarily abandoned by God’s will, but responsible for their own lives. The truth was not necessarily written in the Bible, but something that had to be experienced through humans senses; something that couldn’t be claimed, but had to be discussed and preferably proven. The general rule was that the more observable a phenomenon was, the truer it was1. Such a massive ontological and epistemological change was, of course, not done over night. In fact, for four hundred years scientists kept God as an indisputable part of science, typically regarding him as the big organiser of science and nature. In the early 20th century, however, the secularisation process had sufficiently undermined religious worldviews among scientists. A professional philosophy of natural science had been developed, via Comte, Mill, the late 19th century materialism and the logical positivism (Mjøset 2005). The ideal truth The modern understanding of the truth emphasising the importance of observable proves reached its most extreme in the 1920s when the logical positivist, also called the Vienna school, refused to accept anything unobservable as true. Having the destructions of the World War 1 fresh in mind the logical positivist suggested that only sense data deduced from controlled experiments should be regarded as true – under the precondition that they were carefully registered, sentence-by-sentence, so that followers could be able to control the results. Only by excluding metaphysics like “fascism” and “fate of people” from science, the world could be prevented from making mistakes like the World War 1 once again (Mjøset 2005). Yet, even though their aim was heroic enough, the logical positivist met resistance, particularly among social scientists arguing that their notion of truth would be hard to practise, considered that most phenomenons (ideas, structures, emotions etc.) cannot be observed. In fact, if scientists really took the bull by the horn and excluded all metaphysics from their work, there would be very few phenomenon left to research. Hence, in order “to save science”, most scientists argued that the notion of truth had to include non-observable phenomenon as well. Yet, even if the claim for observable data was regarded as unrealistic, 1 The idea of the truth as something that can’t be claimed, but something that has to be discussed and preferably proven, was not, of course, new. We know, for instance, that it was a common idea among the Greek philosophers; Socrates, Platon and Aristoteles. And for all we know, it might have crossed some minds too as the first human beings sat around the fire in the evening wondering what they actually saw, heard or smelled during the day’s hunting. 2 most scientists kept it as an ideal. In the end it was this claim, and only this, that distinguished science from religion and (other) mythical worldviews. Reliable reasoning To save science without losing its raison d'être scientists had to modify their ideal of an observable truth. The truth was not necessarily something that could be observed, but something that could be represented and understood by means of theories verified or falsified, induced or deduced, from thought experiments and empirical data. Like in the pre-scientific period, the truth was no longer something that had to be proven by human senses, but a question of belief. Unlike the pre-scientific period, however, this belief could not be claimed, but had to be earned, trusted and won, not based on piety, but on scientific reasoning. More than ever the truth leaned more on techniques and rhetoric; on scientific methods, logical reasoning, terminology and linguistic nuances. More than ever the truth became something that people learned to recognise and discuss through education. The term truth became totally out of fashion and disappeared from scientific language. Rather than discussing truths, scientists talked about the “representation” of theories – under what conditions theories could be regarded as “reliable” in the meaning of sufficiently scientific grounded. The aim was no longer to copy reality, but to provide solid and vital theories of reality able to defy the ages. Hence, even though most scientists refused the idea of a scientific truth, they kept the belief in an external (true) reality independent of human thought that could be analysed and understood, good or bad. The change was, with other words, more epistemological than ontological. Pure cultivation Reduced from true copies into trustworthy and ideally robust theories of realities social science entered its Golden Age in the 1950-ties. The World War 2 had ended and a great social engineering project aiming to rebuild the society started. More scientists were needed and the education system was democratised. Since then old and new ways of reasoning have been developed and categorised as “functionalism”, “structuralism”, “rational choice”, “behaviourism”, “post-structuralism” etc. (Ritzer 1983). Interestingly, the present understanding of reliable research seems to be in a time of upheaval. On one side the basic rules seem to stand firm; the more observable, the more truth; and the better scientific 3 grounded, the more reliable2. On the other side the understanding of reliable research seems to differ, among others depending on the researchers’ “attitudes”, as described by Mjøset in his recent work “six notions of theory in social science” (Mjøset 2005). Reading between the lines Mjøset seems to suggest that present social scientists tend to rely of different ways of scientific reasonings. In short researchers inspired by natural science tend to trust generalised theories based on statistical or mathematical models; researchers inspired by social science tend to trust case studies emphasising the meaning of context; and researchers inspired by humanistic science tend to be more open for systematic interpretation of text and other cultural artefacts, such as work of religion, arts, philosophy, popular entertainment, trajectories of concepts/ideas etc. Moreover, social scientists trusting one attitude tend to distrust other. Hence, due to these seemingly “Bourdieuan” integrating and distinguishing processes in the field of social science3 there might be suggested that a main criteria for being judged as “reliable” today is not only (only) scientific reasoning as such, but (also) a pure cultivation of attitude as distinct from others. Bricolages? Inspired by Mjøset (2005) today’s science might be seen as a dynamic but slowly moving field of practices regarding adequate research purpose, level of analysis, terminology, method etc. tending to constitute identifiable and assumingly internal logical way of reasoning. Indeed, these attitudes could be seen as complementary – as important bricks in the big puzzle of reality. Considered, however, that members of each attitude tend to legitimise their own attitude by questioning and criticising others, there might be argued that today’s science look more like a battlefield where members of different truth-regims are fighting for power; financial support and social respect. Of course, there are counter-tendencies indicating that this belligerent picture is too simple. Parallel to the notion of pure cultivation there is, for instance, a general tendency of encouraging triangulation and multidisciplinary research across attitudes. An interesting question in that respect might be whether these opposite moves will defeat each other or live 2 There might be suggested, thus, that the claim for observable data has weakened. In fact, some significant scientists particularly dealing with the relation between theory and reality have assumed that metaphysics can be regarded as truer than physics. Ian Hacking, for instance, claimed in the 80-ties that “average a priory fantasy about human” might be truer than “disinterested observation and mathematical model-building of cognitive science” (Hackings 1983:131). About ten years later Richard Sennett, suggested that in post-modern societies “superrealities” (expressed through media) is generally understood as more real than (self-experienced) “realities” (Sennett 1993). 3 Even though Mjøset limit his theory to social science, the same integrating and distinguishing processes might be part of the natural science as well. 4 side-by-side in the long run? Furthermore, if the tendency of pure cultivation continues, another question might be whether today’s borders between attitudes will increase or – in the contrary – decrease as the process of specialisation goes on and (eventually) makes the attitudes fragmentise from within? For all we know, the future judgement of reliable research will no longer be based on a pure cultivation of attitudes, but be more open for bricolages mixing research practises in new and assumingly illogical ways. Closing remarks The observant readers might have noticed that the presented narrative of the cultural-historical understanding of truth and reliable reserach has been dramatised around one particular dichotomy; the obsevable and the not observable; between the “believers” and the “notbelievers” in metaphysical science. In this respect it differs from other stories tending to highlight the dichotomy between natural and social science, macro and micro perspectives, qualitative and quantitative methods etc. My choice of focus is, of course, not accidental, but refers to the modern concern that that the striving for observable proves is basically where science distinguishes from religion and (other) mythical worldviews. The more we move from this ideal, the more legitimising problems we get. At the same time it would be rather ridiculous – even self-destructive – to take the logical positivist stand arguing that all metaphysics should be excluded from science. Many researchers dealing with metaphysis today seem to suggest that they can “prove” reality by referring to their data material. It might be that the data material represents a step closer to the truth. But not from necessity. That is, however, another story... Literature Hacking, Ian (1983): Representing and intervening. Introductory topics in the philosophy of natural science. Cambridge University Press 1983. Mjøset, Lars (2005): Six notions of theory in the social science. Ritzer, George (1983): Contemporary sociological theory. New York: Knopf. Sennet, Richard (1993): The Fall of Public Man. London: Faber and Faber. 5