A System of Logic: Ratiocinative and Inductive Volume I Part 19

[42] I have myself accepted the contest, and fought it out on this battleground, in the eleventh chapter of _An Examination of Sir William Hamilton's Philosophy_.

[43] _Discussions_, &c., 2nd ed. p. 624.

[44] If it be said that the _existence_ of matter is among the things proved by the principle of Excluded Middle, that principle must prove also the existence of dragons and hippogriffs, because they must be either scaly or not scaly, creeping or not creeping, and so forth.

[45] For further considerations respecting the axioms of Contradiction and Excluded Middle, see the twenty-first chapter of _An Examination of Sir William Hamilton's Philosophy_.

[46] Mr. De Morgan says "Plato," but to prevent confusion I have kept to my own _exemplum_.

BOOK III.

OF INDUCTION.

"According to the doctrine now stated, the highest, or rather the only proper object of physics, is to ascertain those established conjunctions of successive events, which const.i.tute the order of the universe; to record the phenomena which it exhibits to our observations, or which it discloses to our experiments; and to refer these phenomena to their general laws."--D. STEWART, _Elements of the Philosophy of the Human Mind_, vol. ii. chap. iv. sect. 1.

CHAPTER I.

PRELIMINARY OBSERVATIONS ON INDUCTION IN GENERAL.

1. The portion of the present inquiry upon which we are now about to enter, may be considered as the princ.i.p.al, both from its surpa.s.sing in intricacy all the other branches, and because it relates to a process which has been shown in the preceding Book to be that in which the investigation of nature essentially consists. We have found that all Inference, consequently all Proof, and all discovery of truths not self-evident, consists of inductions, and the interpretation of inductions: that all our knowledge, not intuitive, comes to us exclusively from that source. What Induction is, therefore, and what conditions render it legitimate, cannot but be deemed the main question of the science of logic--the question which includes all others. It is, however, one which professed writers on logic have almost entirely pa.s.sed over. The generalities of the subject have not been altogether neglected by metaphysicians; but, for want of sufficient acquaintance with the processes by which science has actually succeeded in establis.h.i.+ng general truths, their a.n.a.lysis of the inductive operation, even when unexceptionable as to correctness, has not been specific enough to be made the foundation of practical rules, which might be for induction itself what the rules of the syllogism are for the interpretation of induction: while those by whom physical science has been carried to its present state of improvement--and who, to arrive at a complete theory of the process, needed only to generalize, and adapt to all varieties of problems, the methods which they themselves employed in their habitual pursuits--never until very lately made any serious attempt to philosophize on the subject, nor regarded the mode in which they arrived at their conclusions as deserving of study, independently of the conclusions themselves.

2. For the purposes of the present inquiry, Induction may be defined, the operation of discovering and proving general propositions. It is true that (as already shown) the process of indirectly ascertaining individual facts, is as truly inductive as that by which we establish general truths. But it is not a different kind of induction; it is a form of the very same process: since, on the one hand, generals are but collections of particulars, definite in kind but indefinite in number; and on the other hand, whenever the evidence which we derive from observation of known cases justifies us in drawing an inference respecting even one unknown case, we should on the same evidence be justified in drawing a similar inference with respect to a whole cla.s.s of cases. The inference either does not hold at all, or it holds in all cases of a certain description; in all cases which, in certain definable respects, resemble those we have observed.

If these remarks are just; if the principles and rules of inference are the same whether we infer general propositions or individual facts; it follows that a complete logic of the sciences would be also a complete logic of practical business and common life. Since there is no case of legitimate inference from experience, in which the conclusion may not legitimately be a general proposition; an a.n.a.lysis of the process by which general truths are arrived at, is virtually an a.n.a.lysis of all induction whatever. Whether we are inquiring into a scientific principle or into an individual fact, and whether we proceed by experiment or by ratiocination, every step in the train of inferences is essentially inductive, and the legitimacy of the induction depends in both cases on the same conditions.

True it is that in the case of the practical inquirer, who is endeavouring to ascertain facts not for the purposes of science but for those of business, such for instance as the advocate or the judge, the chief difficulty is one in which the principles of induction will afford him no a.s.sistance. It lies not in making his inductions, but in the selection of them; in choosing from among all general propositions ascertained to be true, those which furnish marks by which he may trace whether the given subject possesses or not the predicate in question. In arguing a doubtful question of fact before a jury, the general propositions or principles to which the advocate appeals are mostly, in themselves, sufficiently trite, and a.s.sented to as soon as stated: his skill lies in bringing his case under those propositions or principles; in calling to mind such of the known or received maxims of probability as admit of application to the case in hand, and selecting from among them those best adapted to his object. Success is here dependent on natural or acquired sagacity, aided by knowledge of the particular subject, and of subjects allied with it. Invention, though it can be cultivated, cannot be reduced to rule; there is no science which will enable a man to bethink himself of that which will suit his purpose.

But when he _has_ thought of something, science can tell him whether that which he has thought of will suit his purpose or not. The inquirer or arguer must be guided by his own knowledge and sagacity in the choice of the inductions out of which he will construct his argument. But the validity of the argument when constructed, depends on principles and must be tried by tests which are the same for all descriptions of inquiries, whether the result be to give A an estate, or to enrich science with a new general truth. In the one case and in the other, the senses, or testimony, must decide on the individual facts; the rules of the syllogism will determine whether, those facts being supposed correct, the case really falls within the formul of the different inductions under which it has been successively brought; and finally, the legitimacy of the inductions themselves must be decided by other rules, and these it is now our purpose to investigate. If this third part of the operation be, in many of the questions of practical life, not the most, but the least arduous portion of it, we have seen that this is also the case in some great departments of the field of science; in all those which are princ.i.p.ally deductive, and most of all in mathematics; where the inductions themselves are few in number, and so obvious and elementary that they seem to stand in no need of the evidence of experience, while to combine them so as to prove a given theorem or solve a problem, may call for the utmost powers of invention and contrivance with which our species is gifted.

If the ident.i.ty of the logical processes which prove particular facts and those which establish general scientific truths, required any additional confirmation, it would be sufficient to consider that in many branches of science, single facts have to be proved, as well as principles; facts as completely individual as any that are debated in a court of justice; but which are proved in the same manner as the other truths of the science, and without disturbing in any degree the h.o.m.ogeneity of its method. A remarkable example of this is afforded by astronomy. The individual facts on which that science grounds its most important deductions, such facts as the magnitudes of the bodies of the solar system, their distances from one another, the figure of the earth, and its rotation, are scarcely any of them accessible to our means of direct observation: they are proved indirectly, by the aid of inductions founded on other facts which we can more easily reach. For example, the distance of the moon from the earth was determined by a very circuitous process. The share which direct observation had in the work consisted in ascertaining, at one and the same instant, the zenith distances of the moon, as seen from two points very remote from one another on the earth's surface. The ascertainment of these angular distances ascertained their supplements; and since the angle at the earth's centre subtended by the distance between the two places of observation was deducible by spherical trigonometry from the lat.i.tude and longitude of those places, the angle at the moon subtended by the same line became the fourth angle of a quadrilateral of which the other three angles were known. The four angles being thus ascertained, and two sides of the quadrilateral being radii of the earth; the two remaining sides and the diagonal, or in other words, the moon's distance from the two places of observation and from the centre of the earth, could be ascertained, at least in terms of the earth's radius, from elementary theorems of geometry. At each step in this demonstration we take in a new induction, represented, in the aggregate of its results, by a general proposition.

Not only is the process by which an individual astronomical fact was thus ascertained, exactly similar to those by which the same science establishes its general truths, but also (as we have shown to be the case in all legitimate reasoning) a general proposition might have been concluded instead of a single fact. In strictness, indeed, the result of the reasoning _is_ a general proposition; a theorem respecting the distance, not of the moon in particular, but of any inaccessible object: showing in what relation that distance stands to certain other quant.i.ties. And although the moon is almost the only heavenly body the distance of which from the earth can really be thus ascertained, this is merely owing to the accidental circ.u.mstances of the other heavenly bodies, which render them incapable of affording such data as the application of the theorem requires; for the theorem itself is as true of them as it is of the moon.[1]

We shall fall into no error, then, if in treating of Induction, we limit our attention to the establishment of general propositions. The principles and rules of Induction as directed to this end, are the principles and rules of all Induction; and the logic of Science is the universal Logic, applicable to all inquiries in which man can engage.

CHAPTER II.

OF INDUCTIONS IMPROPERLY SO CALLED.

1. Induction, then, is that operation of the mind, by which we infer that what we know to be true in a particular case or cases, will be true in all cases which resemble the former in certain a.s.signable respects.

In other words, Induction is the process by which we conclude that what is true of certain individuals of a cla.s.s is true of the whole cla.s.s, or that what is true at certain times will be true in similar circ.u.mstances at all times.

This definition excludes from the meaning of the term Induction, various logical operations, to which it is not unusual to apply that name.

Induction, as above defined, is a process of inference; it proceeds from the known to the unknown; and any operation involving no inference, any process in which what seems the conclusion is no wider than the premises from which it is drawn, does not fall within the meaning of the term.

Yet in the common books of Logic we find this laid down as the most perfect, indeed the only quite perfect, form of induction. In those books, every process which sets out from a less general and terminates in a more general expression,--which admits of being stated in the form, "This and that A are B, therefore every A is B,"--is called an induction, whether anything be really concluded or not: and the induction is a.s.serted not to be perfect, unless every single individual of the cla.s.s A is included in the antecedent, or premise: that is, unless what we affirm of the cla.s.s has already been ascertained to be true of every individual in it, so that the nominal conclusion is not really a conclusion, but a mere rea.s.sertion of the premises. If we were to say, All the planets s.h.i.+ne by the sun's light, from observation of each separate planet, or All the Apostles were Jews, because this is true of Peter, Paul, John, and every other apostle,--these, and such as these, would, in the phraseology in question, be called perfect, and the only perfect, Inductions. This, however, is a totally different kind of induction from ours; it is not an inference from facts known to facts unknown, but a mere short-hand registration of facts known. The two simulated arguments which we have quoted, are not generalizations; the propositions purporting to be conclusions from them, are not really general propositions. A general proposition is one in which the predicate is affirmed or denied of an unlimited number of individuals; namely, all, whether few or many, existing or capable of existing, which possess the properties connoted by the subject of the proposition. "All men are mortal" does not mean all now living, but all men past, present, and to come. When the signification of the term is limited so as to render it a name not for any and every individual falling under a certain general description, but only for each of a number of individuals designated as such, and as it were counted off individually, the proposition, though it may be general in its language, is no general proposition, but merely that number of singular propositions, written in an abridged character. The operation may be very useful, as most forms of abridged notation are; but it is no part of the investigation of truth, though often bearing an important part in the preparation of the materials for that investigation.

As we may sum up a definite number of singular propositions in one proposition, which will be apparently, but not really, general, so we may sum up a definite number of general propositions in one proposition, which will be apparently, but not really, more general. If by a separate induction applied to every distinct species of animals, it has been established that each possesses a nervous system, and we affirm thereupon that all animals have a nervous system; this looks like a generalization, though as the conclusion merely affirms of all what has already been affirmed of each, it seems to tell us nothing but what we knew before. A distinction however must be made. If in concluding that all animals have a nervous system, we mean the same thing and no more as if we had said "all known animals," the proposition is not general, and the process by which it is arrived at is not induction. But if our meaning is that the observations made of the various species of animals have discovered to us a law of animal nature, and that we are in a condition to say that a nervous system will be found even in animals yet undiscovered, this indeed is an induction; but in this case the general proposition contains more than the sum of the special propositions from which it is inferred. The distinction is still more forcibly brought out when we consider, that if this real generalization be legitimate at all, its legitimacy probably does not require that we should have examined without exception every known species. It is the number and nature of the instances, and not their being the whole of those which happen to be known, that makes them sufficient evidence to prove a general law: while the more limited a.s.sertion, which stops at all known animals, cannot be made unless we have rigorously verified it in every species. In like manner (to return to a former example) we might have inferred, not that all _the_ planets, but that all _planets_, s.h.i.+ne by reflected light: the former is no induction; the latter is an induction, and a bad one, being disproved by the case of double stars--self-luminous bodies which are properly planets, since they revolve round a centre.

2. There are several processes used in mathematics which require to be distinguished from Induction, being not unfrequently called by that name, and being so far similar to Induction properly so called, that the propositions they lead to are really general propositions. For example, when we have proved with respect to the circle, that a straight line cannot meet it in more than two points, and when the same thing has been successively proved of the ellipse, the parabola, and the hyperbola, it may be laid down as an universal property of the sections of the cone.

The distinction drawn in the two previous examples can have no place here, there being no difference between all _known_ sections of the cone and _all_ sections, since a cone demonstrably cannot be intersected by a plane except in one of these four lines. It would be difficult, therefore, to refuse to the proposition arrived at, the name of a generalization, since there is no room for any generalization beyond it.

But there is no induction, because there is no inference: the conclusion is a mere summing up of what was a.s.serted in the various propositions from which it is drawn. A case somewhat, though not altogether, similar, is the proof of a geometrical theorem by means of a diagram. Whether the diagram be on paper or only in the imagination, the demonstration (as formerly observed[2]) does not prove directly the general theorem; it proves only that the conclusion, which the theorem a.s.serts generally, is true of the particular triangle or circle exhibited in the diagram; but since we perceive that in the same way in which we have proved it of that circle, it might also be proved of any other circle, we gather up into one general expression all the singular propositions susceptible of being thus proved, and embody them in an universal proposition. Having shown that the three angles of the triangle ABC are together equal to two right angles, we conclude that this is true of every other triangle, not because it is true of ABC, but for the same reason which proved it to be true of ABC. If this were to be called Induction, an appropriate name for it would be, induction by parity of reasoning. But the term cannot properly belong to it; the characteristic quality of Induction is wanting, since the truth obtained, though really general, is not believed on the evidence of particular instances. We do not conclude that all triangles have the property because some triangles have, but from the ulterior demonstrative evidence which was the ground of our conviction in the particular instances.

There are nevertheless, in mathematics, some examples of so-called Induction, in which the conclusion does bear the appearance of a generalization grounded on some of the particular cases included in it.

A mathematician, when he has calculated a sufficient number of the terms of an algebraical or arithmetical series to have ascertained what is called the _law_ of the series, does not hesitate to fill up any number of the succeeding terms without repeating the calculations. But I apprehend he only does so when it is apparent from _ priori_ considerations (which might be exhibited in the form of demonstration) that the mode of formation of the subsequent terms, each from that which preceded it, must be similar to the formation of the terms which have been already calculated. And when the attempt has been hazarded without the sanction of such general considerations, there are instances on record in which it has led to false results.

It is said that Newton discovered the binomial theorem by induction; by raising a binomial successively to a certain number of powers, and comparing those powers with one another until he detected the relation in which the algebraic formula of each power stands to the exponent of that power, and to the two terms of the binomial. The fact is not improbable: but a mathematician like Newton, who seemed to arrive _per saltum_ at principles and conclusions that ordinary mathematicians only reached by a succession of steps, certainly could not have performed the comparison in question without being led by it to the _ priori_ ground of the law; since any one who understands sufficiently the nature of multiplication to venture upon multiplying several lines of symbols at one operation, cannot but perceive that in raising a binomial to a power, the coefficients must depend on the laws of permutation and combination: and as soon as this is recognised, the theorem is demonstrated. Indeed, when once it was seen that the law prevailed in a few of the lower powers, its ident.i.ty with the law of permutation would at once suggest the considerations which prove it to obtain universally.

Even, therefore, such cases as these, are but examples of what I have called Induction by parity of reasoning, that is, not really Induction, because not involving inference of a general proposition from particular instances.

3. There remains a third improper use of the term Induction, which it is of real importance to clear up, because the theory of Induction has been, in no ordinary degree, confused by it, and because the confusion is exemplified in the most recent and elaborate treatise on the inductive philosophy which exists in our language. The error in question is that of confounding a mere description, by general terms, of a set of observed phenomena, with an induction from them.

Suppose that a phenomenon consists of parts, and that these parts are only capable of being observed separately, and as it were piecemeal.

When the observations have been made, there is a convenience (amounting for many purposes to a necessity) in obtaining a representation of the phenomenon as a whole, by combining, or as we may say, piecing these detached fragments together. A navigator sailing in the midst of the ocean discovers land: he cannot at first, or by any one observation, determine whether it is a continent or an island; but he coasts along it, and after a few days finds himself to have sailed completely round it: he then p.r.o.nounces it an island. Now there was no particular time or place of observation at which he could perceive that this land was entirely surrounded by water: he ascertained the fact by a succession of partial observations, and then selected a general expression which summed up in two or three words the whole of what he so observed. But is there anything of the nature of an induction in this process? Did he infer anything that had not been observed, from something else which had? Certainly not. He had observed the whole of what the proposition a.s.serts. That the land in question is an island, is not an inference from the partial facts which the navigator saw in the course of his circ.u.mnavigation; it is the facts themselves; it is a summary of those facts; the description of a complex fact, to which those simpler ones are as the parts of a whole.

Now there is, I conceive, no difference in kind between this simple operation, and that by which Kepler ascertained the nature of the planetary orbits: and Kepler's operation, all at least that was characteristic in it, was not more an inductive act than that of our supposed navigator.

The object of Kepler was to determine the real path described by each of the planets, or let us say by the planet Mars (since it was of that body that he first established the two of his three laws which did not require a comparison of planets). To do this there was no other mode than that of direct observation: and all which observation could do was to ascertain a great number of the successive places of the planet; or rather, of its apparent places. That the planet occupied successively all these positions, or at all events, positions which produced the same impressions on the eye, and that it pa.s.sed from one of these to another insensibly, and without any apparent breach of continuity; thus much the senses, with the aid of the proper instruments, could ascertain. What Kepler did more than this, was to find what sort of a curve these different points would make, supposing them to be all joined together.

He expressed the whole series of the observed places of Mars by what Dr.

Whewell calls the general conception of an ellipse. This operation was far from being as easy as that of the navigator who expressed the series of his observations on successive points of the coast by the general conception of an island. But it is the very same sort of operation; and if the one is not an induction but a description, this must also be true of the other.

The only real induction concerned in the case, consisted in inferring that because the observed places of Mars were correctly represented by points in an imaginary ellipse, therefore Mars would continue to revolve in that same ellipse; and in concluding (before the gap had been filled up by further observations) that the positions of the planet during the time which intervened between two observations, must have coincided with the intermediate points of the curve. For these were facts which had not been directly observed. They were inferences from the observations; facts inferred, as distinguished from facts seen. But these inferences were so far from being a part of Kepler's philosophical operation, that they had been drawn long before he was born. Astronomers had long known that the planets periodically returned to the same places. When this had been ascertained, there was no induction left for Kepler to make, nor did he make any further induction. He merely applied his new conception to the facts inferred, as he did to the facts observed. Knowing already that the planets continued to move in the same paths; when he found that an ellipse correctly represented the past path, he knew that it would represent the future path. In finding a compendious expression for the one set of facts, he found one for the other: but he found the expression only, not the inference; nor did he (which is the true test of a general truth) add anything to the power of prediction already possessed.

4. The descriptive operation which enables a number of details to be summed up in a single proposition, Dr. Whewell, by an aptly chosen expression, has termed the Colligation of Facts. In most of his observations concerning that mental process I fully agree, and would gladly transfer all that portion of his book into my own pages. I only think him mistaken in setting up this kind of operation, which according to the old and received meaning of the term, is not induction at all, as the type of induction generally; and laying down, throughout his work, as principles of induction, the principles of mere colligation.

Dr. Whewell maintains that the general proposition which binds together the particular facts, and makes them, as it were, one fact, is not the mere sum of those facts, but something more, since there is introduced a conception of the mind, which did not exist in the facts themselves.

"The particular facts," says he,[3] "are not merely brought together, but there is a new element added to the combination by the very act of thought by which they are combined.... When the Greeks, after long observing the motions of the planets, saw that these motions might be rightly considered as produced by the motion of one wheel revolving in the inside of another wheel, these wheels were creations of their minds, added to the facts which they perceived by sense. And even if the wheels were no longer supposed to be material, but were reduced to mere geometrical spheres or circles, they were not the less products of the mind alone,--something additional to the facts observed. The same is the case in all other discoveries. The facts are known, but they are insulated and unconnected, till the discoverer supplies from his own store a principle of connexion. The pearls are there, but they will not hang together till some one provides the string."

Let me first remark that Dr. Whewell, in this pa.s.sage, blends together, indiscriminately, examples of both the processes which I am endeavouring to distinguish from one another. When the Greeks abandoned the supposition that the planetary motions were produced by the revolution of material wheels, and fell back upon the idea of "mere geometrical spheres or circles," there was more in this change of opinion than the mere subst.i.tution of an ideal curve for a physical one. There was the abandonment of a theory, and the replacement of it by a mere description. No one would think of calling the doctrine of material wheels a mere description. That doctrine was an attempt to point out the force by which the planets were acted upon, and compelled to move in their orbits. But when, by a great step in philosophy, the materiality of the wheels was discarded, and the geometrical forms alone retained, the attempt to account for the motions was given up, and what was left of the theory was a mere description of the orbits. The a.s.sertion that the planets were carried round by wheels revolving in the inside of other wheels, gave place to the proposition, that they moved in the same lines which would be traced by bodies so carried: which was a mere mode of representing the sum of the observed facts; as Kepler's was another and a better mode of representing the same observations.

It is true that for these simply descriptive operations, as well as for the erroneous inductive one, a conception of the mind was required. The conception of an ellipse must have presented itself to Kepler's mind, before he could identify the planetary orbits with it. According to Dr.

Whewell, the conception was something added to the facts. He expresses himself as if Kepler had put something into the facts by his mode of conceiving them. But Kepler did no such thing. The ellipse was in the facts before Kepler recognised it; just as the island was an island before it had been sailed round. Kepler did not _put_ what he had conceived into the facts, but _saw_ it in them. A conception implies, and corresponds to, something conceived: and though the conception itself is not in the facts, but in our mind, yet if it is to convey any knowledge relating to them, it must be a conception _of_ something which really is in the facts, some property which they actually possess, and which they would manifest to our senses, if our senses were able to take cognizance of it. If, for instance, the planet left behind it in s.p.a.ce a visible track, and if the observer were in a fixed position at such a distance from the plane of the orbit as would enable him to see the whole of it at once, he would see it to be an ellipse; and if gifted with appropriate instruments and powers of locomotion, he could prove it to be such by measuring its different dimensions. Nay, further: if the track were visible, and he were so placed that he could see all parts of it in succession, but not all of them at once, he might be able, by piecing together his successive observations, to discover both that it was an ellipse and that the planet moved in it. The case would then exactly resemble that of the navigator who discovers the land to be an island by sailing round it. If the path was visible, no one I think would dispute that to identify it with an ellipse is to describe it: and I cannot see why any difference should be made by its not being directly an object of sense, when every point in it is as exactly ascertained as if it were so.

Subject to the indispensable condition which has just been stated, I cannot conceive that the part which conceptions have in the operation of studying facts, has ever been overlooked or undervalued. No one ever disputed that in order to reason about anything we must have a conception of it; or that when we include a mult.i.tude of things under a general expression, there is implied in the expression a conception of something common to those things. But it by no means follows that the conception is necessarily pre-existent, or constructed by the mind out of its own materials. If the facts are rightly cla.s.sed under the conception, it is because there is in the facts themselves something of which the conception is itself a copy; and which if we cannot directly perceive, it is because of the limited power of our organs, and not because the thing itself is not there. The conception itself is often obtained by abstraction from the very facts which, in Dr. Whewell's language, it is afterwards called in to connect. This he himself admits, when he observes, (which he does on several occasions,) how great a service would be rendered to the science of physiology by the philosopher "who should establish a precise, tenable, and consistent conception of life."[4] Such a conception can only be abstracted from the phenomena of life itself; from the very facts which it is put in requisition to connect. In other cases, no doubt, instead of collecting the conception from the very phenomena which we are attempting to colligate, we select it from among those which have been previously collected by abstraction from other facts. In the instance of Kepler's laws, the latter was the case. The facts being out of the reach of being observed, in any such manner as would have enabled the senses to identify directly the path of the planet, the conception requisite for framing a general description of that path could not be collected by abstraction from the observations themselves; the mind had to supply hypothetically, from among the conceptions it had obtained from other portions of its experience, some one which would correctly represent the series of the observed facts. It had to frame a supposition respecting the general course of the phenomenon, and ask itself, If this be the general description, what will the details be? and then compare these with the details actually observed. If they agreed, the hypothesis would serve for a description of the phenomenon: if not, it was necessarily abandoned, and another tried. It is such a case as this which gives rise to the doctrine that the mind, in framing the descriptions, adds something of its own which it does not find in the facts.