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How We Think

Chapter 19: SYSTEMATIC INFERENCE: INDUCTION AND DEDUCTION
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This work defines reflective thought as a consecutive, evidence-seeking process distinct from idle or merely imaginative mental flux and analyzes its psychological and logical elements. It traces a complete act of thinking, contrasts induction and deduction, examines judgment, meaning, and the relation of concrete and abstract and empirical and scientific modes of thought. Turning to education, it argues that schools should cultivate a scientific habit of mind by drawing on children's natural curiosity and by organizing activity, language, observation, information, and the recitation to promote reflective inquiry. Practical guidance and general conclusions outline how classroom conditions and methods can train thinking rather than rote memorization.

The three cases form a series

These three cases have been purposely selected so as to form a series from the more rudimentary to more complicated cases of reflection. The first illustrates the kind of thinking done by every one during the day's business, in which neither the data, nor the ways of dealing with them, take one outside the limits of everyday experience. The last furnishes a case in which neither problem nor mode of solution would have been likely to occur except to one with some prior scientific training. The second case forms a natural transition; its materials lie well within the bounds of everyday, unspecialized experience; but the problem, instead of being directly involved in the person's business, arises indirectly out of his activity, and accordingly appeals to a somewhat theoretic and impartial interest. We shall deal, in a later chapter, with the evolution of abstract thinking out of that which is relatively practical and direct; here we are concerned only with the common elements found in all the types.

Five distinct steps in reflection

Upon examination, each instance reveals, more or less clearly, five logically distinct steps: (i) a felt difficulty; (ii) its location and definition; (iii) suggestion of possible solution; (iv) development by reasoning of the bearings of the suggestion; (v) further observation and experiment leading to its acceptance or rejection; that is, the conclusion of belief or disbelief.

1. The occurrence of a difficulty
(a) in the lack of adaptation of means to end

1. The first and second steps frequently fuse into one. The difficulty may be felt with sufficient definiteness as to set the mind at once speculating upon its probable solution, or an undefined uneasiness and shock may come first, leading only later to definite attempt to find out what is the matter. Whether the two steps are distinct or blended, there is the factor emphasized in our original account of reflection—viz. the perplexity or problem. In the first of the three cases cited, the difficulty resides in the conflict between conditions at hand and a desired and intended result, between an end and the means for reaching it. The purpose of keeping an engagement at a certain time, and the existing hour taken in connection with the location, are not congruous. The object of thinking is to introduce congruity between the two. The given conditions cannot themselves be altered; time will not go backward nor will the distance between 16th Street and 124th Street shorten itself. The problem is the discovery of intervening terms which when inserted between the remoter end and the given means will harmonize them with each other.

(b) in identifying the character of an object

In the second case, the difficulty experienced is the incompatibility of a suggested and (temporarily) accepted belief that the pole is a flagpole, with certain other facts. Suppose we symbolize the qualities that suggest flagpole by the letters a, b, c; those that oppose this suggestion by the letters p, q, r. There is, of course, nothing inconsistent in the qualities themselves; but in pulling the mind to different and incongruous conclusions they conflict—hence the problem. Here the object is the discovery of some object (O), of which a, b, c, and p, q, r, may all be appropriate traits—just as, in our first case, it is to discover a course of action which will combine existing conditions and a remoter result in a single whole. The method of solution is also the same: discovery of intermediate qualities (the position of the pilot house, of the pole, the need of an index to the boat's direction) symbolized by d, g, l, o, which bind together otherwise incompatible traits.

(c) in explaining an unexpected event

In the third case, an observer trained to the idea of natural laws or uniformities finds something odd or exceptional in the behavior of the bubbles. The problem is to reduce the apparent anomalies to instances of well-established laws. Here the method of solution is also to seek for intermediary terms which will connect, by regular linkage, the seemingly extraordinary movements of the bubbles with the conditions known to follow from processes supposed to be operative.

2. Definition of the difficulty

2. As already noted, the first two steps, the feeling of a discrepancy, or difficulty, and the acts of observation that serve to define the character of the difficulty may, in a given instance, telescope together. In cases of striking novelty or unusual perplexity, the difficulty, however, is likely to present itself at first as a shock, as emotional disturbance, as a more or less vague feeling of the unexpected, of something queer, strange, funny, or disconcerting. In such instances, there are necessary observations deliberately calculated to bring to light just what is the trouble, or to make clear the specific character of the problem. In large measure, the existence or non-existence of this step makes the difference between reflection proper, or safeguarded critical inference and uncontrolled thinking. Where sufficient pains to locate the difficulty are not taken, suggestions for its resolution must be more or less random. Imagine a doctor called in to prescribe for a patient. The patient tells him some things that are wrong; his experienced eye, at a glance, takes in other signs of a certain disease. But if he permits the suggestion of this special disease to take possession prematurely of his mind, to become an accepted conclusion, his scientific thinking is by that much cut short. A large part of his technique, as a skilled practitioner, is to prevent the acceptance of the first suggestions that arise; even, indeed, to postpone the occurrence of any very definite suggestion till the trouble—the nature of the problem—has been thoroughly explored. In the case of a physician this proceeding is known as diagnosis, but a similar inspection is required in every novel and complicated situation to prevent rushing to a conclusion. The essence of critical thinking is suspended judgment; and the essence of this suspense is inquiry to determine the nature of the problem before proceeding to attempts at its solution. This, more than any other thing, transforms mere inference into tested inference, suggested conclusions into proof.

3. Occurrence of a suggested explanation or possible solution

3. The third factor is suggestion. The situation in which the perplexity occurs calls up something not present to the senses: the present location, the thought of subway or elevated train; the stick before the eyes, the idea of a flagpole, an ornament, an apparatus for wireless telegraphy; the soap bubbles, the law of expansion of bodies through heat and of their contraction through cold. (a) Suggestion is the very heart of inference; it involves going from what is present to something absent. Hence, it is more or less speculative, adventurous. Since inference goes beyond what is actually present, it involves a leap, a jump, the propriety of which cannot be absolutely warranted in advance, no matter what precautions be taken. Its control is indirect, on the one hand, involving the formation of habits of mind which are at once enterprising and cautious; and on the other hand, involving the selection and arrangement of the particular facts upon perception of which suggestion issues. (b) The suggested conclusion so far as it is not accepted but only tentatively entertained constitutes an idea. Synonyms for this are supposition, conjecture, guess, hypothesis, and (in elaborate cases) theory. Since suspended belief, or the postponement of a final conclusion pending further evidence, depends partly upon the presence of rival conjectures as to the best course to pursue or the probable explanation to favor, cultivation of a variety of alternative suggestions is an important factor in good thinking.

4. The rational elaboration of an idea

4. The process of developing the bearings—or, as they are more technically termed, the implications—of any idea with respect to any problem, is termed reasoning.[14] As an idea is inferred from given facts, so reasoning sets out from an idea. The idea of elevated road is developed into the idea of difficulty of locating station, length of time occupied on the journey, distance of station at the other end from place to be reached. In the second case, the implication of a flagpole is seen to be a vertical position; of a wireless apparatus, location on a high part of the ship and, moreover, absence from every casual tugboat; while the idea of index to direction in which the boat moves, when developed, is found to cover all the details of the case.

Reasoning has the same effect upon a suggested solution as more intimate and extensive observation has upon the original problem. Acceptance of the suggestion in its first form is prevented by looking into it more thoroughly. Conjectures that seem plausible at first sight are often found unfit or even absurd when their full consequences are traced out. Even when reasoning out the bearings of a supposition does not lead to rejection, it develops the idea into a form in which it is more apposite to the problem. Only when, for example, the conjecture that a pole was an index-pole had been thought out into its bearings could its particular applicability to the case in hand be judged. Suggestions at first seemingly remote and wild are frequently so transformed by being elaborated into what follows from them as to become apt and fruitful. The development of an idea through reasoning helps at least to supply the intervening or intermediate terms that link together into a consistent whole apparently discrepant extremes (ante, p. 72).

5. Corroboration of an idea and formation of a concluding belief

5. The concluding and conclusive step is some kind of experimental corroboration, or verification, of the conjectural idea. Reasoning shows that if the idea be adopted, certain consequences follow. So far the conclusion is hypothetical or conditional. If we look and find present all the conditions demanded by the theory, and if we find the characteristic traits called for by rival alternatives to be lacking, the tendency to believe, to accept, is almost irresistible. Sometimes direct observation furnishes corroboration, as in the case of the pole on the boat. In other cases, as in that of the bubbles, experiment is required; that is, conditions are deliberately arranged in accord with the requirements of an idea or hypothesis to see if the results theoretically indicated by the idea actually occur. If it is found that the experimental results agree with the theoretical, or rationally deduced, results, and if there is reason to believe that only the conditions in question would yield such results, the confirmation is so strong as to induce a conclusion—at least until contrary facts shall indicate the advisability of its revision.

Thinking comes between observations at the beginning and at the end

Observation exists at the beginning and again at the end of the process: at the beginning, to determine more definitely and precisely the nature of the difficulty to be dealt with; at the end, to test the value of some hypothetically entertained conclusion. Between those two termini of observation, we find the more distinctively mental aspects of the entire thought-cycle: (i) inference, the suggestion of an explanation or solution; and (ii) reasoning, the development of the bearings and implications of the suggestion. Reasoning requires some experimental observation to confirm it, while experiment can be economically and fruitfully conducted only on the basis of an idea that has been tentatively developed by reasoning.

The trained mind one that judges the extent of each step advisable in a given situation

The disciplined, or logically trained, mind—the aim of the educative process—is the mind able to judge how far each of these steps needs to be carried in any particular situation. No cast-iron rules can be laid down. Each case has to be dealt with as it arises, on the basis of its importance and of the context in which it occurs. To take too much pains in one case is as foolish—as illogical—as to take too little in another. At one extreme, almost any conclusion that insures prompt and unified action may be better than any long delayed conclusion; while at the other, decision may have to be postponed for a long period—perhaps for a lifetime. The trained mind is the one that best grasps the degree of observation, forming of ideas, reasoning, and experimental testing required in any special case, and that profits the most, in future thinking, by mistakes made in the past. What is important is that the mind should be sensitive to problems and skilled in methods of attack and solution.


CHAPTER SEVEN

SYSTEMATIC INFERENCE: INDUCTION AND DEDUCTION

§ 1. The Double Movement of Reflection

Back and forth between facts and meanings

The characteristic outcome of thinking we saw to be the organization of facts and conditions which, just as they stand, are isolated, fragmentary, and discrepant, the organization being effected through the introduction of connecting links, or middle terms. The facts as they stand are the data, the raw material of reflection; their lack of coherence perplexes and stimulates to reflection. There follows the suggestion of some meaning which, if it can be substantiated, will give a whole in which various fragmentary and seemingly incompatible data find their proper place. The meaning suggested supplies a mental platform, an intellectual point of view, from which to note and define the data more carefully, to seek for additional observations, and to institute, experimentally, changed conditions.

Inductive and deductive

There is thus a double movement in all reflection: a movement from the given partial and confused data to a suggested comprehensive (or inclusive) entire situation; and back from this suggested whole—which as suggested is a meaning, an idea—to the particular facts, so as to connect these with one another and with additional facts to which the suggestion has directed attention. Roughly speaking, the first of these movements is inductive; the second deductive. A complete act of thought involves both—it involves, that is, a fruitful interaction of observed (or recollected) particular considerations and of inclusive and far-reaching (general) meanings.

Hurry versus caution

This double movement to and from a meaning may occur, however, in a casual, uncritical way, or in a cautious and regulated manner. To think means, in any case, to bridge a gap in experience, to bind together facts or deeds otherwise isolated. But we may make only a hurried jump from one consideration to another, allowing our aversion to mental disquietude to override the gaps; or, we may insist upon noting the road traveled in making connections. We may, in short, accept readily any suggestion that seems plausible; or we may hunt out additional factors, new difficulties, to see whether the suggested conclusion really ends the matter. The latter method involves definite formulation of the connecting links; the statement of a principle, or, in logical phrase, the use of a universal. If we thus formulate the whole situation, the original data are transformed into premises of reasoning; the final belief is a logical or rational conclusion, not a mere de facto termination.

Continuity of relationship the mark of the latter

The importance of connections binding isolated items into a coherent single whole is embodied in all the phrases that denote the relation of premises and conclusions to each other. (1) The premises are called grounds, foundations, bases, and are said to underlie, uphold, support the conclusion. (2) We "descend" from the premises to the conclusion, and "ascend" or "mount" in the opposite direction—as a river may be continuously traced from source to sea or vice versa. So the conclusion springs, flows, or is drawn from its premises. (3) The conclusion—as the word itself implies—closes, shuts in, locks up together the various factors stated in the premises. We say that the premises "contain" the conclusion, and that the conclusion "contains" the premises, thereby marking our sense of the inclusive and comprehensive unity in which the elements of reasoning are bound tightly together.[15] Systematic inference, in short, means the recognition of definite relations of interdependence between considerations previously unorganized and disconnected, this recognition being brought about by the discovery and insertion of new facts and properties.

Scientific induction and deduction

This more systematic thinking is, however, like the cruder forms in its double movement, the movement toward the suggestion or hypothesis and the movement back to facts. The difference is in the greater conscious care with which each phase of the process is performed. The conditions under which suggestions are allowed to spring up and develop are regulated. Hasty acceptance of any idea that is plausible, that seems to solve the difficulty, is changed into a conditional acceptance pending further inquiry. The idea is accepted as a working hypothesis, as something to guide investigation and bring to light new facts, not as a final conclusion. When pains are taken to make each aspect of the movement as accurate as possible, the movement toward building up the idea is known as inductive discovery (induction, for short); the movement toward developing, applying, and testing, as deductive proof (deduction, for short).

Particular and universal

While induction moves from fragmentary details (or particulars) to a connected view of a situation (universal), deduction begins with the latter and works back again to particulars, connecting them and binding them together. The inductive movement is toward discovery of a binding principle; the deductive toward its testing—confirming, refuting, modifying it on the basis of its capacity to interpret isolated details into a unified experience. So far as we conduct each of these processes in the light of the other, we get valid discovery or verified critical thinking.

Illustration from everyday experience

A commonplace illustration may enforce the points of this formula. A man who has left his rooms in order finds them upon his return in a state of confusion, articles being scattered at random. Automatically, the notion comes to his mind that burglary would account for the disorder. He has not seen the burglars; their presence is not a fact of observation, but is a thought, an idea. Moreover, the man has no special burglars in mind; it is the relation, the meaning of burglary—something general—that comes to mind. The state of his room is perceived and is particular, definite,—exactly as it is; burglars are inferred, and have a general status. The state of the room is a fact, certain and speaking for itself; the presence of burglars is a possible meaning which may explain the facts.

of induction,

So far there is an inductive tendency, suggested by particular and present facts. In the same inductive way, it occurs to him that his children are mischievous, and that they may have thrown the things about. This rival hypothesis (or conditional principle of explanation) prevents him from dogmatically accepting the first suggestion. Judgment is held in suspense and a positive conclusion postponed.

of deduction

Then deductive movement begins. Further observations, recollections, reasonings are conducted on the basis of a development of the ideas suggested: if burglars were responsible, such and such things would have happened; articles of value would be missing. Here the man is going from a general principle or relation to special features that accompany it, to particulars,—not back, however, merely to the original particulars (which would be fruitless or take him in a circle), but to new details, the actual discovery or nondiscovery of which will test the principle. The man turns to a box of valuables; some things are gone; some, however, are still there. Perhaps he has himself removed the missing articles, but has forgotten it. His experiment is not a decisive test. He thinks of the silver in the sideboard—the children would not have taken that nor would he absent-mindedly have changed its place. He looks; all the solid ware is gone. The conception of burglars is confirmed; examination of windows and doors shows that they have been tampered with. Belief culminates; the original isolated facts have been woven into a coherent fabric. The idea first suggested (inductively) has been employed to reason out hypothetically certain additional particulars not yet experienced, that ought to be there, if the suggestion is correct. Then new acts of observation have shown that the particulars theoretically called for are present, and by this process the hypothesis is strengthened, corroborated. This moving back and forth between the observed facts and the conditional idea is kept up till a coherent experience of an object is substituted for the experience of conflicting details—or else the whole matter is given up as a bad job.

Science is the same operations carefully performed

Sciences exemplify similar attitudes and operations, but with a higher degree of elaboration of the instruments of caution, exactness and thoroughness. This greater elaboration brings about specialization, an accurate marking off of various types of problems from one another, and a corresponding segregation and classification of the materials of experience associated with each type of problem. We shall devote the remainder of this chapter to a consideration of the devices by which the discovery, the development, and the testing of meanings are scientifically carried on.

§ 2. Guidance of the Inductive Movement

Guidance is indirect

Control of the formation of suggestion is necessarily indirect, not direct; imperfect, not perfect. Just because all discovery, all apprehension involving thought of the new, goes from the known, the present, to the unknown and absent, no rules can be stated that will guarantee correct inference. Just what is suggested to a person in a given situation depends upon his native constitution (his originality, his genius), temperament, the prevalent direction of his interests, his early environment, the general tenor of his past experiences, his special training, the things that have recently occupied him continuously or vividly, and so on; to some extent even upon an accidental conjunction of present circumstances. These matters, so far as they lie in the past or in external conditions, clearly escape regulation. A suggestion simply does or does not occur; this or that suggestion just happens, occurs, springs up. If, however, prior experience and training have developed an attitude of patience in a condition of doubt, a capacity for suspended judgment, and a liking for inquiry, indirect control of the course of suggestions is possible. The individual may return upon, revise, restate, enlarge, and analyze the facts out of which suggestion springs. Inductive methods, in the technical sense, all have to do with regulating the conditions under which observation, memory, and the acceptance of the testimony of others (the operations supplying the raw data) proceed.

Method of indirect regulation

Given the facts A B C D on one side and certain individual habits on the other, suggestion occurs automatically. But if the facts A B C D are carefully looked into and thereby resolved into the facts A´ B´´ R S, a suggestion will automatically present itself different from that called up by the facts in their first form. To inventory the facts, to describe exactly and minutely their respective traits, to magnify artificially those that are obscure and feeble, to reduce artificially those that are so conspicuous and glaring as to be distracting,—these are ways of modifying the facts that exercise suggestive force, and thereby indirectly guiding the formation of suggested inferences.

Illustration from diagnosis

Consider, for example, how a physician makes his diagnosis—his inductive interpretation. If he is scientifically trained, he suspends—postpones—reaching a conclusion in order that he may not be led by superficial occurrences into a snap judgment. Certain conspicuous phenomena may forcibly suggest typhoid, but he avoids a conclusion, or even any strong preference for this or that conclusion until he has greatly (i) enlarged the scope of his data, and (ii) rendered them more minute. He not only questions the patient as to his feelings and as to his acts prior to the disease, but by various manipulations with his hands (and with instruments made for the purpose) brings to light a large number of facts of which the patient is quite unaware. The state of temperature, respiration, and heart-action is accurately noted, and their fluctuations from time to time are exactly recorded. Until this examination has worked out toward a wider collection and in toward a minuter scrutiny of details, inference is deferred.

Summary: definition of scientific induction

Scientific induction means, in short, all the processes by which the observing and amassing of data are regulated with a view to facilitating the formation of explanatory conceptions and theories. These devices are all directed toward selecting the precise facts to which weight and significance shall attach in forming suggestions or ideas. Specifically, this selective determination involves devices of (1) elimination by analysis of what is likely to be misleading and irrelevant, (2) emphasis of the important by collection and comparison of cases, (3) deliberate construction of data by experimental variation.

Elimination of irrelevant meanings

(1) It is a common saying that one must learn to discriminate between observed facts and judgments based upon them. Taken literally, such advice cannot be carried out; in every observed thing there is—if the thing have any meaning at all—some consolidation of meaning with what is sensibly and physically present, such that, if this were entirely excluded, what is left would have no sense. A says: "I saw my brother." The term brother, however, involves a relation that cannot be sensibly or physically observed; it is inferential in status. If A contents himself with saying, "I saw a man," the factor of classification, of intellectual reference, is less complex, but still exists. If, as a last resort, A were to say, "Anyway, I saw a colored object," some relationship, though more rudimentary and undefined, still subsists. Theoretically, it is possible that no object was there, only an unusual mode of nerve stimulation. None the less, the advice to discriminate what is observed from what is inferred is sound practical advice. Its working import is that one should eliminate or exclude those inferences as to which experience has shown that there is greatest liability to error. This, of course, is a relative matter. Under ordinary circumstances no reasonable doubt would attach to the observation, "I see my brother"; it would be pedantic and silly to resolve this recognition back into a more elementary form. Under other circumstances it might be a perfectly genuine question as to whether A saw even a colored thing, or whether the color was due to a stimulation of the sensory optical apparatus (like "seeing stars" upon a blow) or to a disordered circulation. In general, the scientific man is one who knows that he is likely to be hurried to a conclusion, and that part of this precipitancy is due to certain habits which tend to make him "read" certain meanings into the situation that confronts him, so that he must be on the lookout against errors arising from his interests, habits, and current preconceptions.

The technique of conclusion

The technique of scientific inquiry thus consists in various processes that tend to exclude over-hasty "reading in" of meanings; devices that aim to give a purely "objective" unbiased rendering of the data to be interpreted. Flushed cheeks usually mean heightened temperature; paleness means lowered temperature. The clinical thermometer records automatically the actual temperature and hence checks up the habitual associations that might lead to error in a given case. All the instrumentalities of observation—the various -meters and -graphs and -scopes—fill a part of their scientific rôle in helping to eliminate meanings supplied because of habit, prejudice, the strong momentary preoccupation of excitement and anticipation, and by the vogue of existing theories. Photographs, phonographs, kymographs, actinographs, seismographs, plethysmographs, and the like, moreover, give records that are permanent, so that they can be employed by different persons, and by the same person in different states of mind, i.e. under the influence of varying expectations and dominant beliefs. Thus purely personal prepossessions (due to habit, to desire, to after-effects of recent experience) may be largely eliminated. In ordinary language, the facts are objectively, rather than subjectively, determined. In this way tendencies to premature interpretation are held in check.

Collection of instances

(2) Another important method of control consists in the multiplication of cases or instances. If I doubt whether a certain handful gives a fair sample, or representative, for purposes of judging value, of a whole carload of grain, I take a number of handfuls from various parts of the car and compare them. If they agree in quality, well and good; if they disagree, we try to get enough samples so that when they are thoroughly mixed the result will be a fair basis for an evaluation. This illustration represents roughly the value of that aspect of scientific control in induction which insists upon multiplying observations instead of basing the conclusion upon one or a few cases.

This method not the whole of induction

So prominent, indeed, is this aspect of inductive method that it is frequently treated as the whole of induction. It is supposed that all inductive inference is based upon collecting and comparing a number of like cases. But in fact such comparison and collection is a secondary development within the process of securing a correct conclusion in some single case. If a man infers from a single sample of grain as to the grade of wheat of the car as a whole, it is induction and, under certain circumstances, a sound induction; other cases are resorted to simply for the sake of rendering that induction more guarded, and more probably correct. In like fashion, the reasoning that led up to the burglary idea in the instance already cited (p. 83) was inductive, though there was but one single case examined. The particulars upon which the general meaning (or relation) of burglary was grounded were simply the sum total of the unlike items and qualities that made up the one case examined. Had this case presented very great obscurities and difficulties, recourse might then have been had to examination of a number of similar cases. But this comparison would not make inductive a process which was not previously of that character; it would only render induction more wary and adequate. The object of bringing into consideration a multitude of cases is to facilitate the selection of the evidential or significant features upon which to base inference in some single case.

Contrast as important as likeness

Accordingly, points of unlikeness are as important as points of likeness among the cases examined. Comparison, without contrast, does not amount to anything logically. In the degree in which other cases observed or remembered merely duplicate the case in question, we are no better off for purposes of inference than if we had permitted our single original fact to dictate a conclusion. In the case of the various samples of grain, it is the fact that the samples are unlike, at least in the part of the carload from which they are taken, that is important. Were it not for this unlikeness, their likeness in quality would be of no avail in assisting inference.[16] If we are endeavoring to get a child to regulate his conclusions about the germination of a seed by taking into account a number of instances, very little is gained if the conditions in all these instances closely approximate one another. But if one seed is placed in pure sand, another in loam, and another on blotting-paper, and if in each case there are two conditions, one with and another without moisture, the unlike factors tend to throw into relief the factors that are significant (or "essential") for reaching a conclusion. Unless, in short, the observer takes care to have the differences in the observed cases as extreme as conditions allow, and unless he notes unlikenesses as carefully as likenesses, he has no way of determining the evidential force of the data that confront him.

Importance of exceptions and contrary cases

Another way of bringing out this importance of unlikeness is the emphasis put by the scientist upon negative cases—upon instances which it would seem ought to fall into line but which as matter of fact do not. Anomalies, exceptions, things which agree in most respects but disagree in some crucial point, are so important that many of the devices of scientific technique are designed purely to detect, record, and impress upon memory contrasting cases. Darwin remarked that so easy is it to pass over cases that oppose a favorite generalization, that he had made it a habit not merely to hunt for contrary instances, but also to write down any exception he noted or thought of—as otherwise it was almost sure to be forgotten.

§ 3. Experimental Variation of Conditions

Experiment the typical method of introducing contrast factors

We have already trenched upon this factor of inductive method, the one that is the most important of all wherever it is feasible. Theoretically, one sample case of the right kind will be as good a basis for an inference as a thousand cases; but cases of the "right kind" rarely turn up spontaneously. We have to search for them, and we may have to make them. If we take cases just as we find them—whether one case or many cases—they contain much that is irrelevant to the problem in hand, while much that is relevant is obscure, hidden. The object of experimentation is the construction, by regular steps taken on the basis of a plan thought out in advance, of a typical, crucial case, a case formed with express reference to throwing light on the difficulty in question. All inductive methods rest (as already stated, p. 85) upon regulation of the conditions of observation and memory; experiment is simply the most adequate regulation possible of these conditions. We try to make the observation such that every factor entering into it, together with the mode and the amount of its operation, may be open to recognition. Such making of observations constitutes experiment.

Three advantages of experiment

Such observations have many and obvious advantages over observations—no matter how extensive—with respect to which we simply wait for an event to happen or an object to present itself. Experiment overcomes the defects due to (a) the rarity, (b) the subtlety and minuteness (or the violence), and (c) the rigid fixity of facts as we ordinarily experience them. The following quotations from Jevons's Elementary Lessons in Logic bring out all these points:

(i) "We might have to wait years or centuries to meet accidentally with facts which we can readily produce at any moment in a laboratory; and it is probable that most of the chemical substances now known, and many excessively useful products would never have been discovered at all by waiting till nature presented them spontaneously to our observation."

This quotation refers to the infrequency or rarity of certain facts of nature, even very important ones. The passage then goes on to speak of the minuteness of many phenomena which makes them escape ordinary experience:

(ii) "Electricity doubtless operates in every particle of matter, perhaps at every moment of time; and even the ancients could not but notice its action in the loadstone, in lightning, in the Aurora Borealis, or in a piece of rubbed amber. But in lightning electricity was too intense and dangerous; in the other cases it was too feeble to be properly understood. The science of electricity and magnetism could only advance by getting regular supplies of electricity from the common electric machine or the galvanic battery and by making powerful electromagnets. Most, if not all, the effects which electricity produces must go on in nature, but altogether too obscurely for observation."

Jevons then deals with the fact that, under ordinary conditions of experience, phenomena which can be understood only by seeing them under varying conditions are presented in a fixed and uniform way.

(iii) "Thus carbonic acid is only met in the form of a gas, proceeding from the combustion of carbon; but when exposed to extreme pressure and cold, it is condensed into a liquid, and may even be converted into a snowlike solid substance. Many other gases have in like manner been liquefied or solidified, and there is reason to believe that every substance is capable of taking all three forms of solid, liquid, and gas, if only the conditions of temperature and pressure can be sufficiently varied. Mere observation of nature would have led us, on the contrary, to suppose that nearly all substances were fixed in one condition only, and could not be converted from solid into liquid and from liquid into gas."

Many volumes would be required to describe in detail all the methods that investigators have developed in various subjects for analyzing and restating the facts of ordinary experience so that we may escape from capricious and routine suggestions, and may get the facts in such a form and in such a light (or context) that exact and far-reaching explanations may be suggested in place of vague and limited ones. But these various devices of inductive inquiry all have one goal in view: the indirect regulation of the function of suggestion, or formation of ideas; and, in the main, they will be found to reduce to some combination of the three types of selecting and arranging subject-matter just described.

§ 4. Guidance of the Deductive Movement

Value of deduction for guiding induction

Before dealing directly with this topic, we must note that systematic regulation of induction depends upon the possession of a body of general principles that may be applied deductively to the examination or construction of particular cases as they come up. If the physician does not know the general laws of the physiology of the human body, he has little way of telling what is either peculiarly significant or peculiarly exceptional in any particular case that he is called upon to treat. If he knows the laws of circulation, digestion, and respiration, he can deduce the conditions that should normally be found in a given case. These considerations give a base line from which the deviations and abnormalities of a particular case may be measured. In this way, the nature of the problem at hand is located and defined. Attention is not wasted upon features which though conspicuous have nothing to do with the case; it is concentrated upon just those traits which are out of the way and hence require explanation. A question well put is half answered; i.e. a difficulty clearly apprehended is likely to suggest its own solution,—while a vague and miscellaneous perception of the problem leads to groping and fumbling. Deductive systems are necessary in order to put the question in a fruitful form.

"Reasoning a thing out"

The control of the origin and development of hypotheses by deduction does not cease, however, with locating the problem. Ideas as they first present themselves are inchoate and incomplete. Deduction is their elaboration into fullness and completeness of meaning (see p. 76). The phenomena which the physician isolates from the total mass of facts that exist in front of him suggest, we will say, typhoid fever. Now this conception of typhoid fever is one that is capable of development. If there is typhoid, wherever there is typhoid, there are certain results, certain characteristic symptoms. By going over mentally the full bearing of the concept of typhoid, the scientist is instructed as to further phenomena to be found. Its development gives him an instrument of inquiry, of observation and experimentation. He can go to work deliberately to see whether the case presents those features that it should have if the supposition is valid. The deduced results form a basis for comparison with observed results. Except where there is a system of principles capable of being elaborated by theoretical reasoning, the process of testing (or proof) of a hypothesis is incomplete and haphazard.

Such reasoning implies systematized knowledge,

These considerations indicate the method by which the deductive movement is guided. Deduction requires a system of allied ideas which may be translated into one another by regular or graded steps. The question is whether the facts that confront us can be identified as typhoid fever. To all appearances, there is a great gap between them and typhoid. But if we can, by some method of substitutions, go through a series of intermediary terms (see p. 72), the gap may, after all, be easily bridged. Typhoid may mean p which in turn means o, which means n which means m, which is very similar to the data selected as the key to the problem.

or definition and classification

One of the chief objects of science is to provide for every typical branch of subject-matter a set of meanings and principles so closely interknit that any one implies some other according to definite conditions, which under certain other conditions implies another, and so on. In this way, various substitutions of equivalents are possible, and reasoning can trace out, without having recourse to specific observations, very remote consequences of any suggested principle. Definition, general formulæ, and classification are the devices by which the fixation and elaboration of a meaning into its detailed ramifications are carried on. They are not ends in themselves—as they are frequently regarded even in elementary education—but instrumentalities for facilitating the development of a conception into the form where its applicability to given facts may best be tested.[17]