MAKING AND TESTING HYPOTHESES
The older philosophers and logicians were often at a loss how to reasonably account for the origin of hypotheses. It will be seen, after giving the matter a little thought, that the actual formation of the hypothesis is more than a mere grouping together or synthesis of facts or ideas--there is another mental process which actually evolves the hypothesis or theory--which gives _a possible reason_. What is this mental process? Let us consider the matter. Brooks well says: "The hypotheses of science originate in what is called antic.i.p.ation. They are not the result of a mere synthesis of facts, for no combination of facts can give the law or cause. We do not see the law; we see the facts and _the mind thinks the law_. By the power of antic.i.p.ation, the mind often leaps from a few facts to the cause which produces them or the law which governs them. Many hypotheses were but _a happy intuition of the mind_.
They were the result of what La Place calls "a great guess," or what Plato so beautifully designates as "a sacred suspicion of truth." The forming of hypotheses requires a suggestive mind, a lively fancy, a philosophic imagination, that catches a glimpse of the idea through the form, or sees the law standing behind the fact."
The student of The New Psychology sees in the mental operation of the forming of the hypothesis--"the mind thinking the law"--but an instance of the operation of the activities of the Subconscious Mind, or even the Superconscious Mind. (See the volume on the Subconscious Mind in this series.) Not only does this hypothesis give the explanation which the old psychology has failed to do, but it agrees with the ideas of others on the subject as stated in the above quotation from Brooks; and moreover agrees with many recorded instances of the formation of great hypotheses. Sir Wm. Hamilton discovered the very important mathematical law of quaternions while walking one day in the Dublin Observatory. He had pondered long on the subject, but without result. But, finally, on that eventful day he suddenly "felt the galvanic circle of thought"
close, and the result was the realization of the fundamental mathematical relations of the problem. Berthelot, the founder of Synthetic Chemistry, has testified that the celebrated experiments which led to his remarkable discoveries were seldom the result of carefully followed lines of conscious thought or pure reasoning processes; but, instead, came to him "of their own accord," so to speak, "as from a clear sky." In these and many other similar instances, the mental operation was undoubtedly purely subjective and subconscious. Dr. Hudson has claimed that the "Subjective Mind" cannot reason inductively, and that its operations are purely and distinctly deductive, but the testimony of many eminent scientists, inventors and philosophers is directly to the contrary.
In this connection the following quotation from Thomson is interesting: "The system of anatomy which has immortalized the name of Oken is the consequence of a flash of antic.i.p.ation which glanced through his mind when he picked up in a chance walk the skull of a deer, bleached and disintegrated by the weather, and exclaimed after a glance, "It is part of a vertebral column!" When Newton saw the apple fall, the antic.i.p.atory question flashed through his mind, "Why do not the heavenly bodies fall like this apple?" In neither case had accident any important share; Newton and Oken were prepared by the deepest previous study to seize upon the unimportant fact offered to them, and to show how important it might become; and if the apple and the deer-skull had been wanting, some other falling body, or some other skull, would have touched the string so ready to vibrate. But in each case there was a great step of antic.i.p.ation; Oken thought he saw a type of the whole skeleton in a single vertebra, while Newton conceived at once that the whole universe was full of bodies tending to fall.... The discovery of Goethe, which did for the vegetable kingdom what Oken did for the animal, that the parts of a plant are to be regarded as metamorphosed leaves, is an apparent exception to the necessity of discipline for invention, since it was the discovery of a poet in a region to which he seemed to have paid no especial or laborious attention. But Goethe was himself most anxious to rest the basis of this discovery upon his observation rather than his imagination, and doubtless with good reason.... As with other great discoveries, hints had been given already, though not pursued, both of Goethe"s and Oken"s principles. Goethe left his to be followed up by others, and but for his great fame, perhaps his name would never have been connected with it. Oken had ama.s.sed all the materials necessary for the establishment of his theory; he was able at once to discover and conquer the new territory."
It must not be supposed, however, that all hypotheses flashing into the field of consciousness from the Subconsciousness, are necessarily true or correct. On the contrary many of them are incorrect, or at least only partially correct. The Subconsciousness is not infallible or omniscient--it merely produces results according to the material furnished it. But even these faulty hypotheses are often of value in the later formation of a correct one. As Whewell says: "To try wrong guesses is with most persons the only way to hit upon right ones." Kepler is said to have erected at least twenty hypotheses regarding the shape of the earth"s...o...b..t before he finally evolved the correct one. As Brooks says: "Even incorrect hypotheses may be of use in scientific research, since they may lead to more correct suppositions." The supposition of the circular motions of the heavenly bodies around the _earth_ as a center, which lead to the conception of epicycles, etc., and at last to the true theory is an ill.u.s.tration of this. So the "theory of phlogiston" in chemistry, made many facts intelligible, before the true one of "oxidation" superseded it. And so, as Thomson says, "with the theory that "Nature abhors a vacuum," which served to bring together so many cognate facts not previously considered as related. Even an incorrect conception of this kind has its place in science, so long as it is applicable to the facts; when facts occur which it cannot explain, we either correct it or replace it with a new one. The pathway of science, some one remarks, is strewn with the remains of discarded hypotheses."
Halleck says regarding the danger of hasty inference: "Men must constantly employ imperfect induction in order to advance; but great dangers attend inductive inferences made from too narrow experience. A child has experience with one or two dogs at his home. Because of their gentleness, he argues that all dogs are gentle. He does not, perhaps, find out the contrary until he has been severely bitten. His induction was too hasty. He had not tested a sufficiently large number of dogs to form such a conclusion. From one or two experiences with a large crop in a certain lat.i.tude, a farmer may argue that the crop will generally be profitable, whereas it may not again prove so for years. A man may have trusted a number of people and found them honest. He concludes that people as a rule are honest, trusts a certain dishonest man, and is ruined. The older people grow, the more cautious they generally become in forming inductive conclusions. Many instances are noted and compared; but even the wisest sometimes make mistakes. It once was a generally accepted fact that all swans were white. n.o.body had ever seen a dark swan, and the inference that all swans were white was regarded as certainly true. Black swans were, however, found in Australia."
Brooks says regarding the probability of hypotheses: "The probability of a hypothesis is in proportion to the number of facts and phenomena it will explain. The larger the number of facts and phenomena that it will satisfactorily account for, the greater our faith in the correctness of our supposition.... If there is more than one hypothesis in respect to the facts under consideration, that one which accounts for the greatest number of facts is the most probable.... In order to verify a hypothesis it must be shown that it will account for all the facts and phenomena.
If these facts are numerous and varied, and the subject is so thoroughly investigated that it is quite certain that no important cla.s.s of facts has been overlooked, the supposition is regarded as true, and the hypothesis is said to be verified. Thus the hypothesis of the "daily rotation" of the earth on its axis to account for the succession of day and night is accepted as absolutely true. This is the view taken by Dr.
Whewell and many other thinkers in respect to the verification of a hypothesis. Some writers, however, as Mill and his school, maintain that in order to verify a hypothesis, we must show not only that it explains all the facts and phenomena, but that there is no other possible hypothesis which will account for them.... The former view of verification is regarded as the correct one. By the latter view, it is evident that a hypothesis could never be verified."
Jevons says: "In the fourth step (verification), we proceed to compare these deductions with the facts already collected, or when necessary and practicable, we make new observations and plan new experiments, so as to find out whether the hypothesis agrees with nature. If we meet with several distinct disagreements between our deductions and our observations, it will become likely that the hypothesis is wrong, and we must then invent a new one. In order to produce agreement it will sometimes be enough to change the hypothesis in a small degree. When we get hold of a hypothesis which seems to give results agreeing with a few facts, we must not at once a.s.sume that it is certainly correct. We must go on making other deductions from it under various circ.u.mstances, and, whenever it is possible, we ought to verify these results, that is, compare them with facts observed through the senses. When a hypothesis is shown in this way to be true in a great many of its results, especially when it enables us to predict what we should never otherwise have believed or discovered, it becomes certain that the hypothesis itself is a true one.... Sometimes it will happen that two or even three quite different hypotheses all seem to agree with certain facts, so that we are puzzled which to select.... When there are thus two hypotheses, one as good as the other, we need to discover some fact or thing which will agree with one hypothesis and not with the other, because this immediately enables us to decide that the former hypothesis is true and the latter false."
In the above statements regarding the _verification_ of hypotheses we see references made to the testing of the latter upon the "facts" of the case. These _facts_ may be either the observed phenomena or facts apparent to the perception, or else _facts_ obtained by deductive reasoning. The latter may be said to be facts which are held to be true if the hypothesis be true. Thus if we erect the hypothesis that "All men are mortal," we may reason deductively that it will follow that each and every thing that is a _man_ must die sooner or later. Then we test our hypotheses upon _each and every man_ whom we may subject to observation and experiment. If we find a single man who does not die, then the test disproves our hypotheses; if on the contrary all men (the "facts" in the case) prove to be mortal, then is our hypotheses proven or established.
The deductive reasoning in this case is as follows: "_If_ so-and-so is true regarding such-and-such a cla.s.s; and if this particular thing belongs to that cla.s.s; then it will follow that so-and-so is true regarding this particular thing." This argument is expressed in what is called a Hypothetical Proposition (see Chapter IX), the consideration of which forms a part of the general subject of Deductive Reasoning.
Therefore as Jevons has said, "Deductive Reasoning is the Third Step in Inductive Reasoning, and precedes Verification", which we have already considered. Halleck says: "After Induction has cla.s.sified certain phenomena and thus given us a major premise, we may proceed _deductively_ to apply the inference to any new specimen that can be shown to belong to that cla.s.s. Induction hands over to deduction a ready-made major premise.... Deduction takes that as a fact, making no inquiry about its truth.... Only after general laws have been laid down, after objects have been cla.s.sified, after major premises have been formed, can _deduction_ be employed."
In view of the above facts, we shall now proceed to a consideration of that great cla.s.s of Reasoning known under the term--Deductive Reasoning.
CHAPTER XV.
DEDUCTIVE REASONING
We have seen that there are two great cla.s.ses of reasoning, known respectively, as (1) Inductive Reasoning, or the discovery of general truth from particular truths; and (2) Deductive Reasoning, or the discovery of particular truths from general truths.
As we have said, Deductive Reasoning is the process of discovering particular truths from a general truth. Thus from the general truth embodied in the proposition "All horses are animals," when it is considered in connection with the secondary proposition that "Dobbin is a horse," we are able to deduce the particular truth that: "Dobbin is an animal." Or, in the following case we deduce a particular truth from a general truth, as follows: "All mushrooms are good to eat; this fungus is a mushroom; therefore, this fungus is good to eat." A deductive argument is expressed in a deductive syllogism.
Jevons says regarding the last stated ill.u.s.tration: "Here are three sentences which state three different facts; but when we know the two first facts, we learn or gather the third fact from the other two. When we thus learn one fact from other facts, we _infer or reason_, and we do this in the mind. Reasoning thus enables us to ascertain the nature of a thing without actual trial. If we always needed to taste a thing before we could know whether it was good to eat or not, cases of poisoning would be alarmingly frequent. But the appearance and peculiarities of a mushroom may be safely learned by the eye or the nose, and reasoning upon this information and the fact already well known, that mushrooms are good to eat, we arrive without any danger or trouble at the conclusion that the particular fungus before us is good to eat. _To reason, then, is to get some knowledge from other knowledge._"
The student will recognize that Deductive Reasoning is essentially _an a.n.a.lytic process_, because it operates in the direction of a.n.a.lyzing a universal or general truth into its particulars--into the particular parts which are included within it--and a.s.serting of them that "what is true of the general is true of the particular." Thus in the general truth that "All men are mortal," we see included the particular truth that "John Smith is mortal"--John Smith having been discovered to be a man. We deduce the particular truth about John Smith from the general truth about "all men." We a.n.a.lyze "all men" and find John Smith to be one of its particular parts. Therefore, "Deduction is an inference from the whole to its parts; that is, an a.n.a.lytic process."
The student will also recognize that Deductive Reasoning is essentially _a descending process_, because it operates in the direction of a descent from the universal to the particular; from the higher to the lower; from the broader to the narrower. As Brooks says: "Deduction descends from higher truths to lower truths, from laws to facts, from causes to phenomena, etc. Given the law, we can by deduction descend to the facts that fall under the law, even if we have never before seen the facts; and so from the cause we may pa.s.s down to observed and even unknown phenomena."
The general truths which are used as the basis of Deductive Reasoning are discovered in several ways. The majority arise from Inductive Reasoning, based upon experience, observation and experiment. For instance in the examples given above, we could not truthfully a.s.sert our belief that: "All horses are animals" unless we had previously studied both the horse and animals in general. Nor without this study could we state that "Dobbin is a horse." Nor could we, without previous study, experience and experiment truthfully a.s.sert that: "All mushrooms are good to eat;" or that "this fungus is a mushroom;" and that "therefore, this fungus is good to eat." Even as it is, we must be sure that the fungus really is a mushroom, else we run a risk of poisoning ourselves.
General truths of this kind are _not intuitive_, by any means, but are based upon our own experience or the experience of others.
There is a cla.s.s of general truths which are called _intuitive_ by some authorities. Halleck says of these: "Some psychologists claim that we have knowledge obtained neither through induction nor deduction; that we recognize certain truths the moment we perceive certain objects, without any process of inference. Under the head of intuitive knowledge are cla.s.sified such cases as the following: We perceive an object and immediately know that it is a time relation, as existing now and then.
We are said to have an intuitive concept of time. When we are told that the whole is greater than a part; that things equal to the same thing are equal to each other; that a straight line cannot enclose s.p.a.ce, we _immediately_, or intuitively, recognize the truth of these statements.
Attempts at proof do not make us feel surer of their truth.... We say that it is self-evident, or that we know the fact intuitively. The axioms of mathematics and logic are said to be intuitive."
Another cla.s.s of authorities, however, deny the nature of intuitive knowledge of truth, or intuitive truths. They claim that all our ideas arise from sensation and reflection, and that what we call "intuition"
is merely the result of sensation and reflection _reproduced by memory or heredity_. They hold that the _intuitions_ of animals and men are simply the representation of experiences of the race, or individual, arising from the impressions stored away in the subconsciousness of the individual. Halleck states regarding this: "This school likens intuition to instinct. It grants that the young duck knows water instinctively, plunges into it, and swims without learning. These psychologists believe that there was a time when this was not the case with the progenitors of the duck. They had to gain this knowledge slowly through experience.
Those that learned the proper aquatic lesson survived and transmitted this knowledge through a modified structure, to their progeny. Those that failed in the lesson perished in the struggle for existence....
This school claims that the intuition of cause and effect arose in the same way. Generations of human beings have seen the cause invariably joined to the effect; hence, through inseparable a.s.sociation came the recognition of their necessary sequence. The tendency to regard all phenomena in these relations was with steadily increasing force transmitted by the laws of heredity to posterity, until the recognition of the relationship has become an intuition."
Another cla.s.s of general truths is merely hypothetical. Hypothetical means "Founded on or including a hypothesis or supposition; a.s.sumed or taken for granted, though not proved, for the purpose of deducing proofs of a point in question." The hypotheses and theories of physical science are used as general truths for deductive reasoning. Hypothetical general truths are in the nature of premises a.s.sumed in order to proceed with the process of Deductive Reasoning, and without which such reasoning would be impossible. They are, however, as a rule not mere a.s.sumptions, but are rather in the nature of a.s.sumptions rendered plausible by experience, experiment and Inductive Reasoning. The Law of Gravitation may be considered hypothetical, and yet it is the result of Inductive Reasoning based upon a vast mult.i.tude of facts and phenomena.
The _Primary Basis of Deductive Reasoning_ may be said to rest upon the logical axiom, which has come down to us from the ancients, and which is stated as follows: "_Whatever is true of the whole is true of its parts_." Or, as later authorities have expressed it: "Whatever is true of the general is true of the particular." This axiom is the basis upon which we build our Deductive Reasoning. It furnishes us with the validity of the deductive inference or argument. If we are challenged for proof of the statement that "This fungus is good to eat," we are able to answer that we are justified in making the statement by the self-evident proposition, or axiom, that "Whatever is true of the general is true of the particular." If the general "mushroom" is good to eat, then the particular, "this fungus" being a mushroom, must also be good to eat. All horses (general) being animals, then according to the axiom, Dobbin (particular horse) must also be an animal.
This axiom has been stated in various terms other than those stated above. For instance: "Whatever may be affirmed or denied of the whole, may be denied or affirmed of the parts;" which form is evidently derived from that used by Hamilton who said: "What belongs, or does not belong, to the containing whole, belongs or does not belong, to each of the contained parts." Aristotle formulated his celebrated Dictum as follows: "Whatever can be predicated affirmatively or negatively of any cla.s.s or term distributed, can be predicated in like manner of all and singular the cla.s.ses or individuals contained under it."
There is another form of Deductive Reasoning, that is a form based upon another axiom than that of: "Whatever is true of the whole is true of the parts." This form of reasoning is sometimes called Mathematical Reasoning, because it is the form of reasoning employed in mathematics.
Its axiom is stated as follows: "Things which are equal to the same thing, are equal to one another." It will be seen that this is the principle employed in mathematics. Thus: "x equals y; and y equals 5; therefore, x equals 5." Or stated in logical terms: "A equals B; B equals C; therefore, A equals C." Thus it is seen that this form of reasoning, as well as the ordinary form of Deductive Reasoning, is strictly _mediate_, that is, made through the medium of a third thing, or "two things being compared through their relation to a third."
Brooks states: "The real reason for the certainty of mathematical reasoning may be stated as follows: First, its ideas are definite, necessary, and exact conceptions of quant.i.ty. Second, its definitions, as the description of these ideas are necessary, exact, and indisputable truths. Third, the axioms from which we derive conclusions by comparison are all self-evident and necessary truths. Comparing these exact ideas by the necessary laws of inference, the result must be absolutely true.
Or, stated in another way, using these definitions and axioms as the premises of a syllogism, the conclusion follows inevitably. There is no place or opportunity for error to creep in to mar or vitiate our derived truths."
In conclusion, we wish to call your attention to a pa.s.sage from Jevons which is worthy of consideration and recollection. Jevons says: "There is a simple rule which will enable us to test the truth of a great many arguments, even of many which do not come under any of the rules commonly given in books on logic. This rule is that _whatever is true of one term is true of any term which is stated to be the same in meaning as that term_. In other words, we may always _subst.i.tute one term for another if we know that they refer to exactly the same thing_. There is no doubt that a horse is some animal, and therefore the head of a horse is the head of some animal. This argument cannot be brought under the rules of the syllogism, because it contains four distinct logical terms in two propositions; namely, horse, some animal; head of horse, head of some animal. But it easily comes under the rule which I have given, because we have simply to put "some animal" instead of "a horse". A great many arguments may be explained in this way. Gold is a metal; therefore a piece of gold is a piece of metal. A negro is a fellow creature; therefore, he who strikes a negro, strikes a fellow creature."
The same eminent authority says: "When we examine carefully enough the way in which we reason, it will be found _in every case to consist in putting one thing or term in place of another, to which we know it to have an exact resemblance in some respect_. We use the likeness as a kind of bridge, which leads us from a knowledge of one thing to a knowledge of another; thus _the true principle of reasoning may be called the subst.i.tution of similars, or the pa.s.sing from like to like_.
We infer the character of one thing from the character of something which acts as a go-between, or third term. When we are certain there is an exact likeness, our inference is certain; when we only believe that there probably is, or guess that there is, then our inferences are only probable, not certain."
CHAPTER XVI.
THE SYLLOGISM
The third and highest phase or step in reasoning--the step which follows after those styled Conception and Judgment--is generally known by the general term "Reasoning," which term, however, is used to include the two precedent steps as well as the final step itself. This step or process consists of the comparing of two objects, persons or things, through their relation to a third object, person or thing. As, for instance, we reason (a) that all mammals are animals; (b) that a horse is a mammal; and (c) that, _therefore_, a horse is an animal. The most fundamental principle of this step or reasoning consists in the comparing of two objects of thought through and by means of their relation to a third object. The natural form of expression of this process of reasoning is called a "Syllogism."
The process of reasoning which gives rise to the expression of the argument in the form of a Syllogism must be understood if one wishes to form a clear conception of the Syllogism. The process itself is very simple when plainly stated, although the beginner is sometimes puzzled by the complicated definitions and statements of the authorities. Let us suppose that we have three objects, A, B and C, respectively. We wish to compare C and B, but fail to establish a relation between them at first.
We however are able to establish a relation between A and B; and between C and A. We thus have the two propositions (1) "A equals B; and (2) C equals A". The next step is that of inferring that "if A equals B, and C equals A, then it must follow, logically, _that C equals B_." This process is that of indirect or mediate comparison, rather than _immediate_. C and B are not compared directly or immediately, but indirectly and through the medium of A. A is thus said to _mediate_ between B and C.
This process of reasoning embraces three ideas or objects of thought, in their expression of propositions. It comprises the fundamental or elemental form of reasoning. As Brooks says: "The simplest movement of the reasoning process is the comparing of two objects through their relation to a third." The result of this process is an argument expressed in what is called a Syllogism. Whately says that: "A Syllogism is an argument expressed in strict logical form so that its conclusiveness is manifest from the structure of the expression alone, without any regard to the meaning of the terms." Brooks says: "All reasoning can be and naturally is expressed in the form of the syllogism. It applies to both inductive and deductive reasoning, and is the form in which these processes are presented. Its importance as an instrument of thought requires that it receive special notice."
In order that the nature and use of the Syllogism may be clearly understood, we can do no better than to at once present for your consideration the well-known "Rules of the Syllogism," an understanding of which carries with it a perfect comprehension of the Syllogism itself.
The Rules of the Syllogism state that in order for a Syllogism to be a _perfect_ Syllogism, it is necessary:
I. _That there should be three, and no more than three, Propositions._ These three propositions are: (1) the _Conclusion_, or thing to be proved; and (2 and 3) the Premises, or the means of proving the Conclusion, and which are called the Major Premise and Minor Premise, respectively. We may understand this more clearly if we will examine the following example:
_Major Premise_: "Man is mortal;" (or "A is B").
_Minor Premise_: "Socrates is a man;" (or "C is A"). Therefore:
_Conclusion_: "Socrates is mortal" (or "C is B").