Wednesday, May 18, 2016

Docta ignorantia or why lay people reject science

Why do lay people doubt or outright reject science?  Why do they deny scientific claims such as climate change, evolution, effects of additions on human brain, biological and environmental effects on cognitive abilities, expert findings on the causes of highly publicized disasters etc.? Popular answers circulated by academics and intellectuals stipulate two possibilities: that lay people are either stupid, brainwashed or both.   They either are not as rational as the learned folk are, and thus cannot grasp the intricate complexity of connections that the superior minds can see, or they are consumed by irrational passions, such as bigotry, ideology, or religion that clouds their judgment (“motivate cognition” is the technical term). 

Aside the fact that these “explanations” are self-serving, as they perpetuate the myth of the superiority of the learned folk who circulate these stories, they are not explanations at all.  They are thinly disguised attempts to demonize people who disagree with us instead of a far more intellectually challenging task of trying to understand how those people actually think.  The shortcoming of these explanations become evident when we realize that these supposedly dumb and biased people behave quite rationally in most aspects of everyday life.  Folks who deny the laws of thermodynamics as they apply to the climate, nonetheless accept in any other area of life – they would never deny for example that car interiors or hot houses heat up to a much higher temperature than the outside temperature.  Folks who deny the effects of evolution on the human species, nonetheless rely on those effects when breeding chicken, dogs, horses or plants.  So clearly the lay folks are not as irrational as the university credentialed folks want us to believe.
To solve this puzzle we first need to examine the nature of scientific claims themselves. A good starting point of this inquiry is the times when science as we understand it today, i.e. deductive reasoning based on systematic empirical observations, was struggling and competing for recognition with other forms of human cognition.  Although few people today doubt the ability of science to penetrate and explain the universe, that proposition was not so obvious when science could not claim the accomplishments that the modern science can.  The problem that the learned folk in these supposedly “dark” ages faced was quite real and can be summarized as follows: given the narrow limits of human cognitive capacity and the infinite nature of the subject matter that humans attempt to understand (whether its deity or the nature itself), how can we say that we know anything at all?  There are only two possible solutions of this problem, either reject the possibility of any true knowledge at all, or to claim that true knowledge can be derived from sources other than scientific reasoning. 

The first answer is a non-starter for people who make their living by creating knowledge, so the philosophers naturally opted for the second solution. Thus, the 15th century German philosopher Nicolas of Cusa claimed that true knowledge must necessarily involve both rational and extra-rational means, a synthesis which he called docta ignorantia (learned ignorance).  Rational in this context means deductive reasoning (especially mathematics), whereas non-rational means are less clear.  In the conventional theological interpretation it is religious faith as laid out and endorsed by ecclesiastic g authorities, but in the mystic tradition it implies a special human capacity of insight or seeing things ‘as they are.’  Thus, the 13th century Italian philosopher Saint Bonaventure talks about the highest state of knowledge (apex mentis) achieved through spiritual union with deity, while the 17th century Dutch philosopher Baruch Spinoza identifies this source of highest knowledge as intuition or knowledge derived directly (rather than through deduction) from an adequate idea of attributes of god (or nature, which in Spinoza’s system is one and the same thing).

The critical element here is the belief that knowledge is not based on reason alone, that is, something else is needed to transform reasoning into knowledge.  The particular solutions of what that something is that the philosophers provided are not important, what really matters is the concept of knowledge as a synthesis of the rational (i.e. deductive and empirical) and the non-rational (not to be confused with irrational) components.  With that in mind, it is quite possible to be rational and reject science at the same time.  All one needs to do is to question the non-rational components of scientific knowledge.  This provides a partial answer to our puzzle why otherwise rational lay people sometimes doubt scientific claims.  However, to provide a fuller answer we need to examine what that non-rational component of science is.

The solutions provided by the medieval philosophers – the claim of a special cognitive faculty- have one shortcoming, they all boarder on circular reasoning, or assuming the answer in their premises.  That is, the claim to that special faculty – apex mentis or intuition – is valid only if we assume that we have true knowledge of it, that is, if we assume that we have that special faculty.  So we need to look elsewhere. One promising place is the work of the contemporary French sociologist Bruno Latour who examined the actual process by which science is actually created.
Contrary to how they are presented in scientific literature, scientific facts do not emerge from nature by themselves, they are derived from it by humans.  I use the term “derived” rather than “constructed” to avoid certain misleading post-modernist interpretations of science as a collection purely subjective claims.  Such views are a modern version of the first answer to the medieval question about the possibility of knowledge – that no objective knowledge exists.  We reject that interpretation because it is self-contradicting, as it necessarily implies its opposite – that at least one claim about the subjectivity of knowledge is objective.  But I am digressing.

Latour’s work focuses on the process of the derivation of scientific facts.  This process starts with claims made by people who engage in scientific research.  Claims are not facts until they are accepted as facts by the scientific community.  Today, we may consider the Earth orbiting the Sun to be the fact, but it was anything but a fact in the Middle Ages when the ‘established fact’ was that every celestial body orbits the Earth.  What is more, that medieval “fact” was what everyone could see with their own eyes whereas we do not see the modern fact of Earth orbiting the Sun.  So in the period of a few hundred years, a fact ceased to be a fact and became an unsupported claim, and another claim about the very same reality became a fact.  How did that happen? 

Latour’s answer to this question is: by a social process of convincing sufficient number of people that a claim made by a researcher is, in fact, a fact.  The initial research claim if far from being a fact. It can go unnoticed and soon be forgotten, it can be contested by others and rejected, or it can be examined by others and eventually accepted as fact, if enough scientists accept its validity.  It is therefore clear that the acceptance of others is a critical element of establishing facts, that is, modern knowledge. Although evidence plays a critical role in that process, procurement of that evidence itself requires convincing  others.  It is so, because the procurement of evidence requires considerable resources, research funds, laboratories, research programs, expeditions that involve many people – those who control the resources necessary to finance these endeavors, and those who are willing to engage in those endeavors rather than in other less risky pursuits.  The bottom line is that science is produced by a group of people collaborating with each other in different capacities on establishing or ‘deriving from nature’ scientific facts.  Stated differently, the production of science has two components – one rational based on empirical observation and deductive reasoning and one social (i.e. non-rational) based on collaboration of people involved in the process of establishing or deriving facts.

Latour describes this social element of modern knowledge as a “network” – which implies a relatively small number of individuals, including scientists, sponsors, promoters, publicists, or implementers, all of whom have stakes in the success of a particular research program.  This implies the existence of efficient means of communication among network members, which means not having to explain anew what has been already accepted or “stock knowledge” in sociological lingo, using specialized technical language or jargon , and knowledge of what other members of the network are doing.  The “network” concept also implies that the group of involved individuals is spread and embedded in different socio-cultural settings that are not a part of their networks, including family members, neighbors, communities, countries. 

This social division between scientific networks and broader communities in which these networks are embedded explains, in my view, the roots of the rejection of scientific claims by the lay public, or certain segments of that public.  There are two inter-related elements of that explanation – one linked to communication and the other one to power relations. 

The communication element is linked to a difficulty that members of scientific networks have in communicating with non-members.  One aspect of that difficulty is the specialized technical language or jargon that non-members may not understand.  But a more critical aspect is what sociologists call ‘stock knowledge’ or knowledge that members of a particular social group treat as self-evident and accepted on faith without further proof.  One of the most important insights of Latour’s work is that scientists accept most scientific facts on faith, without further proof.  This is, of course necessary, because current science is based on vast amount of previous research already accepted by the scientific community or assumed as valid in building scientific instruments.  No researcher has the time or expertise to verify each of these previous claims anew, and any attempt to do so would not only distract him from his current research but also cast doubt about his knowledge of science. 

This may be obvious to members to scientific networks, but not necessarily to the lay public.  When scientists communicates something as a “fact” they assumes that there has been a long and arduous process of establishing this fact, claims and counter-claims, evidence and counter-evidence and increasingly greater number of scientists accepting the claim until it has become accepted as “fact.” An individual scientist may not be familiar with all the specifics, but she knows that this is the process and no claim would be considered a “fact” in scientific community if it did not successfully went through this process.  But that ‘stock knowledge’ of scientific networks gets lost in translation in communication with the lay public.  The lay public does not know the process by which a claim becomes a fact in scientific discourse.  All they see is claims accepted on faith or at best by reference to opinion of other people.  Those other people are, of course, scientists who provided the evidence, but members of the general public do not know that.  All they hear is that some guy the scientist knows says it is true, which is indistinguishable from claims made by some guy on the internet.

Scientists themselves have difficulty communicating the results of their research to non-scientists because they have very little practice doing it.  They communicate mainly with other scientists and do not need to justify their ‘stock knowledge.’  So if someone starts questioning that stock knowledge, they become annoyed as the subjects of the well-know ‘breaching experiments’ of the sociologist Harold Garfinkel, in which the experimenter deliberately questioned commonly accepted social norms and understanding.  As a consequence of such lay questioning, the scientists become defensive and dismissive, which the lay persons see as arrogance and patronizing.

The power relation element is linked to the fact scientific networks are frequently linked to power networks.  Not only people who occupy positions of power in a society are often members of scientific networks as sponsors, but the scientific research is used as an instrument of power.  Policy decisions are ostensibly based on scientific studies – for example, authorities may implement or refuse to implement a project claiming studies showing  supposed economic or environmental impact.  But more importantly science is directly linked to power exercised by elite over commoners.  The so called ‘scientific management’ or Taylorism was a deliberate tool to control and discipline workers.  Information technology is routinely used for the same purpose – to scrutinize, to discipline, and to punish.  Last but not least, social science, psychology and economics are widely used to discipline workers, manipulate and defraud consumers, to deny access to education or public services, to justify discrimination, and to spread political propaganda.  The “science” behind this research and surveys is often flimsy or outright fraud, but does not stop it from being used as a policy instrument. 

It does not take an Ivy League PhD to see a connection between science and exercise of power by the elite.  The general public may not be able to properly debunk the flimsy assumptions and procedures underlying this science, but they clearly see that science is being used against them.  So they have every reason to reject these claims regardless of their scientific merits or lack thereof.  Far from being irrational stubbornness in accepting the facts, this rejection is a rational and very sensible reaction against uses of science as an instrument of class war.


So next time you hear some smarty-panty PhD pontificating about stupid people denying science, you may tell him that it is the karma of the Brahmin and the pundit class.  Not only do they fail to communicate what they know but they prostitute it in the name of power and profit.  People see through their bullshit and react rationally to it, and the expertocracy should be thankful for that.  Had they been less rational, they would have brought guns and pitchforks to the conversation. 

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