Theory of Knowledge - Course Companion for Students Marija Uzunova Dang Arvin Singh Uzunov Dang
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THEORY OF
O X F O R D I B D I P L O M A P R O G R A M M E
2 0 2 0 E D I T I O N
C O U R S E C O M PA N I O N
KNOWLEDGE
Marija Uzunova Dang
Arvin Singh Uzunov Dang
THEORY OF
2 0 2 0 E D I T I O N
C O U R S E C O M PA N I O N
KNOWLEDGE
Marija Uzunova Dang
Arvin Singh Uzunov Dang
3
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rst debt of gratitude is owed to our students of TOK over the years. You
Our
challenged us to be better teachers and, on a few occasions, driven us to
have
the depths of our motivation for why this work matters. It does. We are
plumb
grateful to the colleagues with whom we got to share classrooms and ideas,
also
thanks are owed to friends who offered their own words and thoughts
Special
be included in this book: Nandita Dinesh, Nikola Vukovic, Charis Boke and
to
Mitchell. We also wish to recognize Aurelija Uzunova and Michelle Luiz
Joseph
their diligence in helping us cite and locate sources and missing information.
for
are grateful for the insightful comments and suggestions of friends who read
We
versions of this work.
early
give thanks to the many teachers, knowledge keepers, caregivers, mentors,
We
and other-than-human relations, by whom our lives have been touched
human
most crucially, we give sincere thanks to Carolyn Lee, Mary-Luz
And,
Marie Trinchant and an entire team at OUP that worked tirelessly,
Espiritusanto,
and with seemingly innite patience to place this book in your hands
gently
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Asma-na-hi
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Reections from 1791 to Present (Counterpoint Press, 2011), copyright © Joanna Bourke
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British
© 2018, 2020 The Trustees of the British Museum, used by permission of the British
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Karen Brodie: Yes, mathematics can be decolonized. Here’s how to begin’ The
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Acknowledgements
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iii
Contents
CORE THEME
OPTIONAL THEMES
iv
AREAS OF KNOWLEDGE (AOKs)
v
lucky circumstance brings you to this page, we are excited for this book to accompany you on your
Whatever
- sometimes exhilarating, sometimes arduous - of exploring the Theory of Knowledge. Whether you
journey
a student or a teacher, we intend for this book to be your critical friend: it will remind you to question the
are
and hows of what you do and do not know. We also intend for it to be an enthusiastic champion of the
whys
that is the minimum a TOK textbook should do. Knowledge, like politics, is deeply concerned with things
But
are contestable, and in finding the truth within them. In the pages that follow, we thus aspire to make
that
relations visible and to deconstruct power structures as they pertain to knowledge. We invite you to
power
reflexively in this process: questioning the claims we make and the stories we tell.
participate
with regards to knowledge and politics, many high school textbooks present a view from
Especially
a collection of palatable truths so depoliticized or apolitical that they give little meaning to issues
nowhere:
significance. For this reason we have sought to give you TOK from somewhere. For instance, we recognize
of
the IB has gaps in what it presents as authoritative or legitimate knowledge, and that these gaps are
that
random but the result of the powerful forces of globalization, capitalism, and colonialism. In working
not
this book you have the opportunity to examine which forms of knowledge have been prioritized
through
deprioritized in your educational experience, why, and how; and the influences of this on who you are
and
a knower in the world. The Theory of Knowledge should function as a meta-narrative of your education.
as
order for the TOK course to serve these purposes it must, as a starting point, itself be subjected to this
In
deconstruction.
the authors, have the comparatively easy task of doing this and asking questions; the process of
We,
of knowing and of finding agency as a knower, is arduous and necessarily personal. You will
reconstruction,
is delightfully incongruous and very hopeful that a book like this is being published under this prestigious
It
Precisely for this reason, we will often speak to you in a voice that is a little co-conspiratorial: do you
imprint.
Dear reader,
astounding achievement of being knowledgeable in this complex world.
thus find many questions and fewer answers in this book.
trust what you read here? Why? Why not?
At the very least, you will learn enough amazing stories to be great fun at parties for a long time!
The Authors
1
and
Knowledge
knower the
we learn about and move through the world, we are guided by the knowledge gained in our
As
from elders, teachers and the lived experiences of our particular social and ecological
upbringing,
This foundation influences how we encounter new knowledge and different perspectives,
contexts.
shows up in the stories of others.
and
who we are as knowers is thus central to TOK and woven throughout this book. The goal
Exploring
this exploration is to illuminate how and why knowledge matters; who has knowledge and who
of
not; who has power and who does not; how and why we disagree; and what we might aspire to
does
with our knowledge.
do
is an invitation for you to get into the driving seat of your learning. It is designed to help you
TOK
and exercise agency in a complex and politicized world, and to challenge ignorance and
discover
Where do you see yourself fitting into all of this?
dogma with both confidence and a curiosity about the multitude of perspectives that are not your own.
Initial discussion
• What are the most important influences that have shaped what you know about the world?
• What motivates your pursuit of knowledge?
• What kinds of knowledge do you value highly, and why?
• What kinds of knowledge are specific to the communities that you belong to?
• What do your knowledge gaps reveal about you?
1
I. Scope
can seem abstract, intimidating and
Knowledge
to describe. Where should we begin?
hard
a helpful way into this conversation
Perhaps
to think about knowledge as a map. A map
is
not a natural object; it is something that
is
created. It includes some details but
humans
others, and has a boundary beyond which
not
may know nothing. It has territories, which
we
can think of as the Areas of Knowledge
we
and features such as mountains,
(AOKs),
and forests that run through them—
rivers
perhaps, the knowledge themes. How
like,
these territories and features known and
are
Who has made this map and
demarcated?
that it should look this way? None
decided
it is natural, or neutral. A map is created
of
represent the world, but simplifies much
to
the world’s complexity. Despite these
of
maps have been invaluable in
limitations,
us to explore, learn and navigate the
enabling
successfully. We might say the same
world
about knowledge, such as the following.
thing
Who produced this knowledge, when, where,
•
and for what purpose?
how
What about the world does this knowledge
•
and what does it leave out?
represent
How does this knowledge reflect or distort
•
real world?
the
Is this knowledge reliable—how does it help
•
make sense of phenomena and make
us
much the same way that we examine a map’s
In
strengths and weaknesses, we can ask
purpose,
questions about knowledge. Among the
similar
of the world, the Hobo-Dyer projection
maps
1.1) accurately represents areas but
(Figure
shapes, and is hard to navigate with.
not
Mercator projection is the most well-known
The
of the globe and probably the one
projection
are most familiar with. It is more useful as
you
navigational tool, but a much less accurate
a
1
I . S C O P E
decisions?
representation of the world.
Figure 1.1
The Hobo-Dyer map projection, designed by Mick Dyer (2002), preserves relative areas at the cost of distorting shapes. How
does it compare with the Mercator projection (developed in 1569), the most widely used map of the Earth?
2
maps balance the tension between accuracy
Good
usefulness—between truthful representation
and
practicality—and we should ask how
and
does the same. Which should we
knowledge
in which contexts? This dichotomy
prioritize,
arises in the natural and human
frequently
which create models of the world that
sciences,
useful simplifications to help us understand
are
subject phenomena. The more realistic a
the
or map is, the larger, more complex, and
model
as we have a variety of maps, from highresolution
Just
satellite images to hasty sketches on
napkins, and secret maps in government
table
to maps etched into rock centuries ago,
vaults
are some things we know from experience:
There
is light; there is heat; there are things that
there
this activity, reflect on the knowledge you
For
gained through your upbringing and
have
In what ways is this knowledge like
education.
map of the world?
a
use these “maps”, these different kinds
You
knowledge, to understand and explain
of
goes on around you, and to guide your
what
and actions.
decisions
fall to the ground, and others, such
dropped
air bubbles in water, that go up. Some of
as
knowledge explains how the things we
our
happen and why they happen. This
experience
of knowledge makes visible the forces such
kind
gravity or power; structures such as molecules
as
gender roles; and processes such as climate
or
or gentrification, that influence the world
change
different descriptions and explanations
The
our experiences have various levels of
of
power and authority. In TOK it is
persuasive
to ask: what influences the claims we
useful
and have confidence in? This chapter
trust
to illuminate that question at the level
seeks
the individual knower. In the following
of
we will also see how it applies at a
chapters
scale, where different communities and
larger
confer legitimacy and trust in different
cultures
of knowledge, often for different
forms
reasons.
Which aspects of the world are absent or
1.
in your maps? Why is this
underexplored
Do you have maps that contradict each
2.
If so, in which aspects? These are
other?
that you may have conflicting
issues
about.
knowledges
Do you have any maps that are wrong?
3.
can you tell that they are wrong?
How
Using the map metaphor, describe what
4.
means to be knowledgeable. How
it
I. Scope
I. Scope
we know and experience.
more challenging to use, it becomes.
I.1 Knowledge, or knowledges?
knowledge too comes in different forms.
are fluid, rigid or gaseous; things that when
For reflection
Your collection of maps
the case?
important is it to be knowledgeable?
3
I. Scope
is complicated by power and
Knowledge
Some knowledge, and knowledges,
authority.
be more persuasive than others. An
may
question to consider is what influences
important
we trust and have confidence in a given
whether
Is there a difference between trust and
claim.
Answers to this question reveal not
confidence?
what we know, but how we know it, and
only
we encounter new knowledge and different
how
shaping the world in the process.
perspectives,
communities and cultures across time
Different
space may privilege or give legitimacy to
and
differently. We are all shaped by
knowledge
forces.
these
may seem abstract and intangible,
Knowledge
it often has concrete origins. It is entangled
but
the instruments and tools we use to
with
it, or with a specific place or ecological
produce
While knowledge can be a set of facts,
context.
and ideas, these can produce real
theories
is important also to consider how knowledge
It
represented externally—such as in language—
is
the knowledge you acquire in the IB
Consider
Programme. Through its decisions
Diploma
curriculum, assessment and approaches
about
teaching and learning, the IB Diploma
to
like all educational programmes,
Programme,
some knowledges compared to
privileges
Let’s consider some of the decisions
others.
in this process and their potential
made
What knowledge is included and appears
1.
be valued in the IB Diploma Programme?
to
(a) How is knowledge shared and
2.
transferred?
(b) How is this different from other ways
across time and space. We should also
transferred
what happens to knowledge that is not
consider
in writing, or even expressed through
recorded
as we explore in Chapter 2.
language,
is organized in a certain way, with
Knowledge
structures and conventions. There
institutions,
disciplines and academic fields with robust
are
for what constitutes knowledge within
standards
For example, a large part of this book is
them.
to the areas of knowledge (AOKs),
dedicated
are distinct but overlapping domains of
which
To what extent are these domains
knowledge.
or contrived? Why do they exist separately
natural
one another? Beyond the realm of academia
from
are other arrangements of knowledge,
there
as the folk knowledge passed on in cultural
such
or religious knowledge shared and
groups,
through institutions and communities.
transferred
TOK course and this book invite your
The
about the forms that knowledge
curiosity
the processes through which it has been
takes,
and disseminated, the people involved
produced
these processes and their roles, as well as your
in
shifting relationship to knowledge.
own
sharing and transferring knowledge
of
you have encountered or are
that
Consider the keepers and sources of
3.
in the IB Diploma Programme.
knowledge
What is the role of teachers, textbooks
(a)
other media?
and
How are teachers and books given
(b)
legitimacy and credibility?
status,
What kinds of knowledge are
(c)
and underrepresented as
emphasized
result of this, and what implications
a
that have?
might
Your assessments are a way of
4.
knowledge. Given the
demonstrating
objectives and constraints of
structure,
consider the following.
assessment,
1
material consequences in the world.
which makes it possible for knowledge to be
For discussion
Knowledge and the IB Diploma
Programme
aware of?
consequences.
4
What kinds of knowledge is it possible
(a)
demonstrate in this way?
to
What kinds of knowledge are not
(b)
by IB assessments, and what
captured
Now think about life outside of your IB
5.
and the other ways of knowing and
studies
How do you value these as compared
(a)
the knowledge you acquire in the IB
to
our ignorance (whether individual or collective)
…
a vast, fathomless sea; our knowledge but a small,
is
island. Even the shoreline is uncertain: both
insecure
history of the human race and psychological
the
suggest that we know even less than we
research
we do. Indeed, our ignorance is extensive
think
How much time and effort do you, and
(b)
you, give to acquiring knowledge in
can
Throughout this book and the TOK course
6.
grapple with the concepts of neutrality
we
To what extent would you say that
(a)
in the IB Diploma
knowledge
What criteria would you use to
(b)
this?
determine
I. Scope
I. Scope
different ways outside of the IB?
may be the consequences of this?
and objectivity, among others.
learning you have access to.
Programme is objective and/orneutral?
Diploma Programme?
I.2 “Here be dragons”
beyond our reckoning.
(DeNicola 2017)
5
I. Scope
What factors limit our knowledge in the
1.
domains, such as science, art
different
To what extent do the different areas of
2.
cover the range of what there is
knowledge
know? Use prompts (a) and (b) to guide
to
approach to this question.
your
simply, people tend to do what they
“Put
and fail to do that which they have
know
conception of. In that way, ignorance
no
channels the course we take in
profoundly
is a big subject. Ignorance
“Knowledge
bigger. And it is more interesting.”
is
consequences of our knowledge and
The
can be significant. At its most
ignorance
ignorance pertains to that which we
extreme,
not even know that we do not know. Less
do
are known unknowns, the limitations
extreme
knowledge in our present state. Ignorance
of
also be understood as uncertainty in
can
reliability of our claims, which can be
the
and overcome to an extent by further
improved
precision and iteration. There may be
study,
both known and unknown, to our
limitations,
to know more, and therefore we need to
capacity
Does knowledge in religion extend to
(a)
scientific knowledge cannot?
where
Does art take over from mathematics at
(b)
point?
some
How have humans overcome the limits to
3.
in the past?
knowledge
Could you definitively say something is
4.
our collective scope of knowledge?
beyond
ignorance is culturally induced, through
Some
failure to spread or acquire knowledge
a
This may present as gaps in
effectively.
(for example, scientific or cultural)
literacies
leave knowers and citizens vulnerable in
that
where they need to make decisions,
domains
example by voting, about things they
for
not fully understand. Collective gaps in
do
can lead to epistemic injustice,
knowledge
in cross-cultural situations; for more
especially
ignorance can be the deliberate
Finally,
of doubt, propagation of falsehoods
promoting
impact of ignorance depends on context
The
the nature of ignorance in question. Keep
and
on your mind as you move through
ignorance
textbook and the TOK course. It is easy to
this
when we are concerned with studying
forget
To what extent do we know
knowledge.
through studying knowledge? Could
ignorance
course accurately be called the theory of
this
1
For discussion
The limits of knowledge
or history?
How would you know this?
Box 1.1: The impact of ignorance
Think about the two views given below.
life.” (Dunning quoted in Morris 2010)
(Firestein 2012)
on this see IV.3.
or blocking of knowledge through censorship.
develop means to accept a degree of uncertainty.
ignorance?
6
similar survey led by Dropp et al (2014) for
A
Washington Post, in the aftermath of the
the
revolution and pro-Russian unrest
Ukrainian
Crimea, found that about one in six people
in
able to correctly locate Ukraine on an
were
map, with young people providing
unlabelled
TOK course invites you to ask all sorts of
The
about how people came to know what
questions
a question such as: what counts as
Consider
Through history, this question has
knowledge?
been answered using a formal checklist or
not
definition but more often through messy
clear
further a respondent thought Ukraine was
The
its actual location, the more likely they
from
to support military intervention, either
were
Russia to pose a threat to US interests
believing
confident that using force would benefit
or
security.
national
different perspectives. Folk and Indigenous
of
the knowledge of women, and
knowledge,
knowledge of those who cannot speak a
the
language or write in any language,
certain
example, have long been excluded,
for
and devalued. This is more than
delegitimized
matter of diversity or inclusion. Knowledge
a
a significant role in shaping narratives
plays
guiding decisions that affect, sometimes
and
those who are not seen as
disproportionately,
I. Scope
I. Scope
Figure 1.2 Can you locate Iran? A Morning Consult/Politico survey (2020) conducted in the United States revealed that 47% of voters
supported the airstrike that killed General Qasem Soleimani, regardless of whether they could identify the Islamic republic on an unlabelled
map, which fewer than 3 in 10 did. Orange dots represent incorrect guesses while green dots represent correct placement.
more accurate answers than other age groups.
I.3 Knowledge matters
they claim to know.
and unequal negotiations about the validity
7
I. Scope
II. Perspectives
TOK we examine the difference
Within
knowledge, belief and opinion, and
between
criteria we use to distinguish between
what
This discussion looks at when and
them.
these differences matter. Start with the
why
three claims.
following
Humans are fundamentally self-interested.
•
Everyone is just trying to live their best life.
•
Which of the claims would you say is an
1.
knowledge or belief?
opinion,
What would be the consequences of
2.
categorizing one of the claims?
wrongly
is also the question of significance in your
There
pursuit of knowledge. Do you believe
own
individuals have a responsibility to be
that
about the world? If not, what
knowledgeable
you in your pursuit of knowledge?
motivates
and wonder are powerful motivators
Curiosity
3. Next, write three statements of your own.
What quality does the last statement
(b)
that the other two do not?
have,
Is it important for you to maintain a
4.
between your beliefs, opinions
distinction
exploration of perspectives in TOK is bolstered
The
the IB mission that states “others, with their
by
can also be right” (www.ibo.org).
differences,
the scope of TOK discussions, knowledge
Within
contestable. This means that you keep open the
is
of more than one correct, legitimate or
possibility
section explores the roles of expertise,
This
and critical evaluation when you
humility
different perspectives in the world.
encounter
is designed to help you understand your
It
and how the perspectives of others
perspective,
what you know. It is a broader aim of
influence
become equipped with the tools and
•
to navigate disagreement
attitudes
1
For discussion
This I know
Complete, in any way that is honest and
(a)
to you, the following.
meaningful
This I believe: ______________________ .
This I think: _______________________ .
This I know: ______________________ .
• People do not change.
and knowledge?
I I . P E R S P E C T I V E S
too, as is a yearning for meaning andpurpose.
good answer to the questions you are exploring.
the course that you will:
8
take sides in significant debates in an
•
manner
informed
appreciate and be curious about the
•
of others.
perspectives
2 explores the phenomena of posttruthism,
Chapter
misinformation and distrust in
that have surfaced prominently in
expertise
last decade. Chapter 7 examines scientific
the
and denialism in depth. We turn
controversy
to examining how we, as individuals
now
knowers, deal with what appears to be
and
new normal: political polarization and
the
experts are divided, and we are not
When
ourselves, whom do we trust? One
experts
is to consider the positions and
approach
of other experts carefully and to
judgments
the majority opinion. The philosopher
discern
Baggini, for example, prescribes a “triage
Julian
Which kind of expert in this area should
•
choose? I
Which particular expert is worth listening to
•
(Baggini 2017).
here?”
and authority manifest differently across
Expertise
For example, a dentist informing you of
domains.
cavity and an economist providing a forecast of
a
growth are different propositions even
economic
both experts are qualified to do what they do.
if
know that many economists are wrong in their
We
but we continue to listen to them to
predictions,
the consensus opinion—such is the nature
discern
their domain. If you are not religious, and/or
of
not believe in God, then a theologian or priest
do
have little influence on your opinions—but
might
does it mean to not believe in science or
what
how we think about expertise is
Often,
by the opinions of experts that
influenced
already trust; this seemingly innocuous
we
claim has profound implications,
knowledge
that your history and context, over
suggesting
you may have had little control, influence
which
orientation to new knowledge generally,
your
expertise specifically. The further implication
and
that to know something, you must also know
is
A triage or any other framework for
yourself.
about expertise is not a substitute
thinking
your good judgment. Jean-Paul Sartre
for
this predicament, and the unavoidable
describes
of judgment that falls on all of us.
responsibility
you seek counsel—from a priest, for example—you
If
selected that priest; and at bottom you already
have
the ways in which your knowledge
Consider
been influenced by what experts think
has
How important have experts been for the
1.
you have gained?
knowledge
Do you regularly refer to expert
2.
for the claims you make?
knowledge
Recall a situation when you have
3.
contradicting expert opinions.
encountered
people at some point encounter opinions,
Many
ideas and claims that they consider to
beliefs,
false, inaccurate and/or immoral. How we
be
such claims has implications for how we
navigate
relationships with other people, how we
navigate
about politics, who we vote for and many
think
the other decisions we take over a lifetime. Do
of
for example, avoid the category of offensive
we,
and the people who hold them? Are we
claims
their values might negatively influence
afraid
Some caution is certainly warranted, but the
us?
to avoid some categories of belief and/or
instinct
closes us off to other perspectives and world
people
with the risk that we stop learning. It also
views,
II. Perspectives
II. Perspectives
knew, more or less, what he would advise.
scientificdenialism.
(Sartre 1946)
II.1 Appeals to authority
For ref lection
Expert opinion
of truth” with three questions.
and say.
• “Are there any experts in this domain?
How did you decide whom to trust?
II.2 Intellectual humility
scientificexpertise?
privileges our current cognitive perspective, which
9
II. Perspectives
may have inherited from parents or arrived
we
unintentionally. When differences of belief and
at
are widespread, what makes you trust
opinion
current perspective? How did you arrive atit?
your
sees a bird in the garden and believes it’s a
Frank
Standing beside him, Gita sees the same bird,
nch.
she’s condent it’s a sparrow. What response
but
we expect from Frank and Gita?
should
useful attitude to cultivate is to think of
A
as generally contestable. Section IV
beliefs
how to engage with abhorrent beliefs,
considers
the resulting judgment of the people who
and
approaches should we take when
What
by disagreement? Consider the
confronted
anecdote, by Klemens Kappel, professor
following
philosophy at the University of Copenhagen.
of
both Frank and Gita become less confident in
If
judgment, the result is a conciliatory response
their
allows for learning and change, a characteristic
that
intellectual humility. When spotting birds in
of
garden, it is relatively easy for us to be openminded
the
like this: our identities and wellbeing
not at stake. Disagreements that extend into
are
and identity are in a different category.
politics
believes that a particular homeopathic treatment
Amy
cure her common fever … Amy believes that there
will
solid evidence for her claim … as well as testimony
is
got from experienced homeopaths whom she
she
Ben believes that any medical intervention
trusts.
be tested in randomised controlled studies,
should
that no sound inferences are to be drawn from
and
principles, since they are shown to be
homeopathic
by the principles of physics and chemistry…
false
understands all this, but thinks that it merely
Amy
Ben’s naturalistic perspective on human
reects
which she rejects. There is more to human
nature,
(and their diseases) than can be accurately
beings
in Western scientic medicine, which relies
captured
discuss reductionist approaches in depth in
We
7. Chapter
you were Ben or Amy, what would you do? What
If
have here is a deep disagreement, in which
we
parties cannot change their opinion without
both
changing the structure of their reasoning, their
also
views and value systems. Typically Ben
world
Amy agree to disagree, but not always. And
and
to disagree is not an option that you can
agreeing
for, or put into policy. When we encounter
vote
opinions and beliefs that oppose
perspectives,
own, we must balance a tension between
our
in our knowledge and humility about
confidence
limitations. This is easier said than done.
its
you have a deeply held belief that you
Do
might be flawed? Would you offer this
accept
up for discussion and open yourself to
opinion
other perspectives on the issue?
understanding
terms: Reddit Change
Search
view my
is an online community on
There
/r/changemyview, dedicated precisely
reddit,
this type of exchange of views. Follow the
to
to explore some of the top discussions.
link
could post your own view on something
You
see if any of the 900,000 members
and
what the issue looks like from their
share
Regardless of whether you decide
perspective.
(a) What is the value of accepting the
1.
of being wrong?
possibility
(b) Do you lose something in doing so?
How can you cultivate a capacity for
2.
kind of dialogue among multiple
the
perspectives that we see on
contradictory
/r/changemyview?
To what extent can words, especially the
3.
of anonymous strangers, change
words
1
(Kappel 2018)
For discussion
harbourthem.
Change my view
What would it take to change your mind?
Consider another anecdote, also from Kappel.
to do this, consider the following questions.
on reductionist and materialist approaches.
our core beliefs and deeply held opinions?
(Kappel 2018)
10
Why do people believe strange
II.3
and what should we do about it?
things
philosophers have long assumed that
Political
in democracies focus on values,
disagreements
and morals, and that scientific facts
preferences
rise to the surface to settle these disputes.
will
fact, this may be a flawed assumption. From
In
the orists to scientific denialists, some
conspiracy
deep disagreements occur, they concern
When
only the “facts” in question but also the
not
behind how we form facts and
processes
we trust to come up with them. The
who
are about evidence, expertise
disagreements
authority. When confronted by someone
and
does not accept what you accept to be
who
despite all the available evidence, how do
fact,
balance being intellectually humble with a
you
to thetruth?
commitment
about climate change and vaccinations
Debates
in countries around the world, even
continue
2020. These debates shape political discourse
in
there is no option to agree to disagree:
where
policy decision must be taken one way or
a
another.
would be an obvious way to resolve
Evidence
and yet some academics
disagreements,
Julian Baggini argue that people
including
evidence—that is, they tend to
“cherry-pick”
what they want, and select the evidence
believe
expertise to justify it. Kappel agrees with this
and
that are fundamental to our identities. If a
beliefs
aligns with our beliefs, we tend to embrace it
fact
critically and remember it better than a fact
less
challenges our beliefs. Factual beliefs can
that
might be one factor behind political
This
polarization.
add to these challenges, how does one continue
To
respect others’ perspectives when they dispute
to
facts that underpin one’s morality and identity?
the
does one react when these perspectives block
How
processes and policy decisions that one
political
as essential to the common good?
sees
II. Perspectives
II. Perspectives
serve as signals of identity and solidarity:
by asserting your belief that climate change is a
myth, you signal your allegiance to a particular moral,
beliefs seem to insulate people from evidence.
cultural and ideological community.
(Kappel 2018)
The pessimistic interpretation of this is that the appeal
to expertise is therefore a charade. Psychologists
have repeatedly demonstrated the power of motivated
thinking and conrmation bias. People cherry-pick the
authorities who support what they already believe.
If majority opinion is on their side, they will cite the
quantity of evidence behind them. If the majority is
against them, they will cite the quality of evidence
behind them, pointing out that truth is not a democracy.
Authorities are not used to guide us towards the truth
but to justify what we already believe the truth to be.
(Baggini 2017)
position, and argues that it is especially true for
11
II. Perspectives
to Quassim Cassam, we believe
According
we do not because of facts, but because of
what
we think: these habits of mind frame how
how
evaluate evidence, relate to authority and
we
to the arguments and beliefs of others.
respond
asserts that we have long focused too
Cassam
on reasons, and reasoning, in beliefformation
closely
as opposed to habits of mind, and what
calls intellectual character traits. It is the nature
he
intellectual character traits that we often do not
of
that we have them. Cassam, for example,
know
conspiracy theorists as gullible careless
describes
reasoning, indifferent to authority and less able
in
discern between evidence and speculation, but
to
describe them as gullible or careless is not to
to
their reasons, but their habits of mind.
describe
attributing problematic reasoning
However,
peoples’ characters is itself problematic:
to
one, it pathologizes people, and can make
for
less empathic and tolerant towards them.
others
does not, in itself, make it false, but it is
That
harmful. An alternative argument
potentially
terms: Why people fly
Search
facts from
bias is a disease and to fight it we need
“…
healthy treatment of facts and education.
a
find that when facts are injected into the
We
the symptoms of bias become
conversation,
severe. But, unfortunately, we have also
less
that facts can only do so much. To
learned
coming to undesirable conclusions,
avoid
can fly from the facts and use other
people
in their deep, belief-protecting toolbox.”
tools
Friesen2015)
(Campbell,
by Friesen et al (2015) examined how
Research
distance themselves from facts that
people
their beliefs. They may, of course,
contradict
dispute the validity of specific facts.
simply
may consciously or subconsciously
They
the issue in untestable ways that make
reframe
explained by circumstances rather
contextual,
habits or character traits. People who are
than
upset or in a rush may act and think
hungry,
in a given situation than those who
differently
relaxed, for example. The values and beliefs
are
the people around them also matter. This is
of
“situationist” argument, assertively put forth
the
the Princeton philosopher Gilbert Harman,
by
argues that “we need to convince people
who
look at situational factors and to stop trying
to
explain things in terms of character traits”
to
(2000).
almost certainly matters, but this does
Context
mean that habits of mind do not. What
not
we do as individuals and communities to
can
effective habits? If someone accused
cultivate
of being gullible because you believe a
you
science story, how would you
mainstream
It is an obvious trap, and you should
respond?
not immediately abandon your views,
certainly
being aware of the possibility of your own
but
is almost always a good thing.
fallibility
researchers provide the example of samesex
The
marriage, still a contested issue in some
in 2020. The researchers investigated
countries
scientific evidence could sway
whether
beliefs about the issue, using fake
people’s
about the beneficial impact on children
studies
researchers presented these made-up facts
The
participants who supported or opposed
to
marriage, and found that when the
same-sex
opposed their views, participants “were
facts
likely to state that same-sex marriage
more
actually about facts, it’s more a question of
isn’t
opinion”. However, when these made-up
moral
were on their side, participants were more
facts
to assert that “their opinions were factbased
prone
and much less about morals” (Campbell,
2015 ). This result showed not the denial
Friesen
facts, but the denial of the relevance of facts,
of
participants on both sides of the issue. The
for
summarized that:
researchers
1
is that human behaviour at any given time is
Box 1.2: How we run away from facts
of same-sex versus opposite-sex parents.
scientific evidence less relevant.
12
when people’s beliefs are threatened,
“…
often take flight to a land where facts
they
not matter. In scientific terms, their
do
become less ‘falsifiable’ because
beliefs
do you pursue and acquire knowledge?
How
section invites your curiosity about your
The
of thinking, which are some of the tools
habits
methods in your thinking toolkit, for use in
and
of the process of examining your habits
Part
thinking is understanding how you have
of
particular habits and not others.
acquired
part of the process is to take ownership
Another
responsibility for your habits of mind;
and
that habits are developed, not fixed,
recognizing
therefore can be improved upon. Habits
and
also stubborn, and so changing them is
are
intentional process that requires effort and
an
How would you like to be able to
consistency.
What does it mean, to you, to have good
think?
and methods for acquiring knowledge?
tools
section is informed by research in
This
and loosely inspired by the
metacognition,
of Gregory Bateson and the work on
thought
Thinking by Project Zero at Harvard
Visible
can no longer be tested scientifically
they
verification or refutation.” (Friesen et al
for
IB classes are a form of apprenticeship
Your
thinking like a historian, physicist, artist,
into
linguist. Or is that really so? The preceding
or
assumes a knowledge claim about
statement
correlation between academic education
the
individuals’ habits of mind. It should not
and
accepted at face value. What standards of
be
or appeals to authority could you make
evidence
we can say that through studying
Regardless,
IB Diploma Programme you acquire not only
the
but also tools and methods specific to
knowledge
disciplines you are learning about.
the
TOK you have an opportunity to step back and
In
for example: when is it appropriate to use
ask,
tools and methods of history or mathematics?
the
is it helpful or necessary to combine
When
approaches, and when is it impractical
different
impossible?
or
is typically readily available to us is what
What
think—our opinions and beliefs and what
we
claim to know. Less readily available, and
we
altogether invisible to us, is how we
sometimes
come to know, believe or hold opinions
have
things. Much of this book is dedicated
about
examining how we acquire knowledge. This
to
focuses not only on what you think,
section
and believe, but also on how you come to
know
think and believe it.
know,
II. Perspectives
III. Methods and tools
III. Methods and tools
quoted in Campbell, Friesen 2015)
I I I . M E T H O D S A N D T O O LS
III.1 Thinking patterns and habits
your pursuit of knowledge.
in support or against this claim?
University.
13
III. Methods and tools
terms: NYT New York
Search
40 intriguing pictures
Times
New York Times’ “What’s Going On in This
The
is an engaging starting point to begin
Picture?”
your thinking habits. The link on
identifying
page takes you to pictures like the one
this
the picture on this page or any
Consider
from the link below it.
picture
carefully at the picture you have chosen,
Look
respond to the following questions.
and
1. What is going on in the picture?
Explain why you answered question 1 as
2.
did. Include evidence for any claims
you
without comment or caption. Chosen
presented
their ambiguity, they allow for multiple
for
In thinking about what is going
interpretations.
in each picture, respondents are invited also to
on
what informs their answer and how they
consider
at it. As you form an opinion or belief
arrived
what you see in the picture, consider how
about
are encountering the uncertain, unknown
you
3. Why might the things you see be
use the following questions to guide
Next,
reflection about your claims, opinions and
your
What factors make you more likely to apply
4.
knowledge to what you see rather
past
focusing entirely on the information at
than
hand?
1
above, sourced from the New York Times and
andunclear.
For discussion
“What’s going on in this picture?”
happening?
beliefs.
you have made.
14
At what point do you feel that you have
5.
evidence to make a claim about
sufficient
about your habits of thinking can also be
Clues
in how you encounter and examine the
found
option: if you are able to do this
Discussion
with a partner or as part of a small
exercise
share and explore each other’s answers
group,
questions 1–5.
to
following concepts play an important
The
throughout the TOK course and this
role
You will have a chance to develop your
book.
of these concepts in each of the
understanding
TOK course does not provide definite
The
about what these concepts are, but
answers
provides a range of meanings across
rather
disciplines, intellectual traditions
different
knowledge communities. You may have
and
formed an understanding about these
already
in which case consider how you
concepts,
approach the following and deepen and
would
this understanding. For now, keeping
widen
mind your answers in the previous activity,
in
going on in this picture?”, consider
“What’s
you approach the following.
how
Evidence: what kinds of observations did
•
and others offer as evidence for your
you
discussion with others is not possible,
If
the online comments under each
consider
the pictures, in which respondents share
of
theirperspectives.
What factors make someone else’s
6.
convincing or reliable?
perspective
What factors make someone else’s
7.
unconvincing?
perspective
Certainty: what does it take to be certain
•
something, for example the location
of
in a given picture? What factors
depicted
whether certainty is more or less
influence
Truth: were there some claims that were
•
dispute? What does it mean for
beyond
claim to contradict something that is
a
accepted to be true? If something is
widely
Interpretation: what makes something
•
to interpretation? In the context of the
open
what gives validity and authority
pictures,
some interpretations but not others?
to
what circumstances might it be
Under
or undesirable to have multiple
desirable
Power: how does the relative power of
•
affect how we think about
claims-makers
truth and objectivity? What does
evidence,
mean for a claim to have explanatory
it
Is the power of an idea expressed
power?
its influence?
through
Justification: are claims justified on the
•
of reason, intuition, experience
basis
authority equally valid? Does a
and
require justification in order to be
claim
Explanation: how is an explanation of what
•
going on in a picture different from a
is
III. Methods and tools
III. Methods and tools
what you see?
claims of others.
Concepts in your TOK toolkit
more convincing, what characterizes this?
achievable?
true now, is it true forever?
chapters that follow.
interpretations?
considered knowledge?
claims? If you thought some evidence was
15
III. Methods and tools
of it? What makes for a good
description
When is having multiple
explanation?
Objectivity: on what grounds can
•
be claimed or doubted? Are
objectivity
different challenges in objectively
there
what is happening, how it
describing
Perspective: is being able to see and
•
something from multiple
understand
always beneficial? Can a
perspectives
be “false”? When might
perspective
a consensus among different
reaching
be necessary?
perspectives
opened this chapter with the map metaphor
We
knowledge, which can help us think about the
of
of knowledge. Another metaphor of
properties
is a tree. We consider the implications
knowledge
this metaphor, for example about how
of
is understood and acted on, below.
knowledge
European societies, knowledge is often pictured
In
a tree: a single trunk—the core—with branches
as
outwards towards distant peripheries.
splaying
imagery of this tree is so deeply embedded
The
European thought-patterns that every form of
in
has been marshalled into a ‘centre-
institution
pattern. In philosophy, for example,
periphery’
are certain ‘core’ subjects and other more
there
peripheral … Likewise, a persistent,
marginal,
demonstrably false, picture of science has it
and
consisting of a ‘stem’ of pure science (namely
as
physics) with secondary domains
fundamental
special sciences at varying degrees of remove:
of
growing from, and dependent upon, the
branches
Ganeri offers an iteration to this
Jonardon
using a different kind of tree: instead
metaphor,
one with a single trunk, we might picture a
of
tree with multiple stems. No part is more
banyan
knowledge is shared, produced
how
evaluated? Is it easier to see how
and
cultures of others influence their
the
as opposed to how your
knowledge,
Values: can knowledge be neutral? Should
•
be neutral? What role do your values play
it
your pursuit of knowledge? How do
in
influence the production and sharing
values
Responsibility: what responsibilities
•
you have when making claims or
do
the claims you encounter?
evaluating
you agree that you have a
Would
less important or fundamental, which reflects
or
idea of a plurality of knowledges without a
the
system. The banyan tree metaphor was
central
by Vedic philosophers millennia ago, as
used
who knows this tree knows the Vedas. Below,
one
its well nourished branches straggle out;
above,
objects are the twigs. Below its roots proliferate
sense
linked with works in the world of men.
inseparably
1
explanations desirable, and when is it not?
culture influences yours?
happens and why it happens?
of knowledge?
• Culture: what is the role of culture in
responsibility to be knowledgeable?
III.2 Varying our metaphors of knowledge
Krishna says in the Bhagavad-Gītā
an undying banyan tree, with roots above
Stands
boughs beneath. Its leaves are the Vedic hymns:
and
(Bhagavad Gita)
foundational trunk.
(Ganeri 2017)
16
Banyan tree metaphor stands for epistemic
The
a knowledge system consisting
pluralism,
many different roots, “many different but
of
valuable ways of interrogating reality”
equally
2017). We should caution, however,
(Ganeri
relativist arguments that make the
against
of saying, for example, that all areas of
mistake
are correct in their own ways, just
knowledge
For that would be to describe separate,
different.
trees in a forest of knowledge, whereas
isolated
argument is that there really is just one
Ganeri’s
epistemic system, one tree of knowledges,
single
which science, Indigenous knowledge and
of
are all a part.
religion
is important that we do not collapse our view
It
academic disciplines into branches on the
of
of knowledge, because they, too, can be
tree
as trees within their own right.
comprehended
would be so brave to claim that there is only
Who
correct way of doing science, for example?
one
interrogate such a claim in Chapter7.
We
same is true of other areas of knowledge,
The
Western philosophers have been
although
of seeing themselves as the central trunk
accused
we open up to these multiple ways of
As
how do we overcome the problem
knowing,
relativism; the problem of any and all
of
being different but equal in terms of
knowledges
us understand the world? Ganeri refers
helping
Jaina philosophers who offer the concept of
to
stances, or nayas, that are attitudes,
epistemic
or strategies towards producing
approaches
It is a useful construct to escape
knowledge.
and he explains it using yet another
relativism,
important skill for a knower is; the ability
An
reflect on their thinking processes. This
to
is referred to as metacognition, or knowing
skill
knowing. To practise this skill, consider
about
influences and events that have shaped
the
as a knower and thinker, and write a
you
intellectual autobiography. How did you
short
the thinker you are today? You may
become
we can each take different routes
mountain,
get there, and each route offers different
to
and disadvantages. Some will be
advantages
steeper and more challenging; others more
faster,
approaches lead to the same summit,
Different
they are not equivalent. What we are
but
with is not simply the binary of true
concerned
false, which serves to exclude plurality,
and
rather the question of which path is most
but
to our position, goal and capacity.
appropriate
terrain does the mountain present to you?
What
faces will you climb? Different peoples
Which
cultures choose different nayas; to claim that
and
is only one way to the summit, towards
there
to share this with a partner, a small
choose
or with your TOK class.
group
In drafting your intellectual autobiography,
1.
how the following have influenced
consider
thinking and the way you see the
your
today:
world
your upbringing and participation in
(a)
communities
different
III. Methods and tools
III. Methods and tools
leisurely and scenic.
Whichever route is selected, each mountaineer
is in principle able to avail of the same tools and
techniques, the same crampons, maps and axes;
but the mountain unfolds itself dierently to
every one. The toolkit of the responsible enquirer
contains empirical observation, logical techniques
of deduction, induction and inference to the best
explanation, and the pooling of discovery through
testimony. But there is no single correct way of using
those tools in one’s interrogation of reality.
(Ganeri 2017)
of the tree of knowledge.
knowledge, is an act of epistemic violence.
One does not believe a stance in the way that one
believes a fact. Rather, one commits to a stance, or
adopts it.
(Chakravartty 2004)
metaphor. If our goal is to reach the top of a
For discussion
Your intellectual autobiography
17
III. Methods and tools
IV. Ethics
(b) your schooling
your experiences with specific places,
(c)
events or key ideas.
people,
can do this as an essay, a mindmap or any
You
format that feels appropriate and authentic.
other
on your intellectual autobiography,
Reflecting
the following questions.
consider
TOK, and throughout the “Ethics” section
In
every chapter that follows, a key concern is
of
bears the ethical responsibility for how
who
is produced, shared and applied?
knowledge
discussions typically focus on issues of
These
against misconduct in the pursuit
protecting
knowledge; integrity in the way knowledge
of
shared and communicated; and guarding
is
the harm that can come as a result of the
against
of knowledge.
application
this section, however, we consider our ethical
In
specifically as knowers. What
responsibilities
it mean to behave rightly and justly as
does
individually as well as collectively?
knowers,
most legal systems today, we are protected
In
brainwashing, indoctrination and other
from
and intrusive means of belief-changing.
forceful
do we have a right to believe whatever
But
want? We are generally not protected from
we
our beliefs scrutinized, questioned
having
criticized. Rights often have limits and
and
with responsibilities. Would you agree,
come
example, that we have a right to “believe
for
responsibly”?
“right to believe” could be conceived of as
A
evidential or moral. An evidential right
either
to a right to believe what we can justify
refers
evidence. A moral right refers to the right
with
How much of your intellectual
2.
has been intentional?
development
In what ways do you want to develop as a
3.
and a knower?
thinker
Did the way you see the world change at
4.
time in your intellectual development?
any
does it mean to you to change not just
What
you think, but how you think?
what
believe whatever one chooses, a right that is
to
in the sense that no one should take it
protected
cases where employment or education have
in
taken away because of a person’s beliefs.
been
moral right to believe would be problematic if
A
consider the acts of questioning or criticizing
we
beliefs as depriving them of this right.
someone’s
make a point using the extreme, anytime
To
asserted a belief that clashes with someone
you
belief, the two rights—your freedom
else’s
expression and the other person’s right to
of
come into conflict. A right to belief
belief—would
not be used as a negative right—that is,
should
limit dialogue, to defend close-mindedness
to
dogma. If we learn one thing from TOK, it
and
be that knowledge is contestable; so
should
is wrong, always, everywhere, and
“It
anyone, to believe anything upon
for
what extent do you agree with this
To
Are there some beliefs that should
statement?
insulated from questioning? Should
be
never be contestable?
knowledge
1
I V. E T H I C S
While this is not a legally granted right per
away.
it is upheld in various other rights, especially
se,
IV.1 Intellectual entitlement
is belief.
For discussion
Justified or unjustified beliefs
insufficient evidence.” (Clifford 1877)
18
issue of holding beliefs that are at odds
The
evidence is especially important in the
with
and public spheres, where discourse
political
disagreement can affect policy. This section
and
ethical concerns for the category of
examines
beliefs, and the people who espouse
strange
claim that beliefs are influenced by peoples’
The
education, identities and the
upbringing,
they find themselves in is widely
situations
and believed. How we hold people
asserted
to their beliefs is still an important
accountable
shaped by our own beliefs of the
question,
to which people are self-aware and
extent
thinkers. One might laugh off
independent
dismiss a friend’s problematic beliefs, such
or
their denial of scientific facts or belief in
as
theories, because one “knows who
conspiracy
are”. One is also more likely to excuse a
they
ignorance than the ignorance of an adult
child’s
with opposing political views. It can
stranger
be difficult to separate our judgment
sometimes
a belief from our judgment of the person
of
has the belief, especially with morally
who
beliefs. To what extent is this
concerning
the content of a belief is judged morally wrong, it
If
also thought to be false. The belief that one race is
is
than fully human is not only a morally repugnant,
less
tenet; it is also thought to be a false claim…
racist
falsity of a belief is a necessary but not sucient
The
for a belief to be morally wrong; neither
condition
the ugliness of the content sucient for a belief
is
be morally wrong. Alas, there are indeed morally
to
truths, but it is not the believing that
repugnant
them so. Their moral ugliness is embedded in
makes
a belief be unethical? The answer
Can
on whether we believe that all
depends
aspire to truth. Recall the tension
beliefs
simplicity and accuracy in sectionI,
between
the example of maps of the world that are
and
useful (such as the Mercator projection,
more
least for navigation) versus more truthful
at
Hobo-Dyer projection). Not all beliefs
(the
to truth—some may be useful beliefs,
aspire
coping beliefs, or pretty little lies. As
or
old saying goes, truth without love is
the
For the sake of argument, let’s say
intolerable.
strives to believe in the truth; if so,
everyone
would you engage with the judgment
how
some beliefs are unethical? “Think
that
believe better” is certainly easier said
harder,
done. Many legal systems have found
than
practical solution to this problem: hold
a
morally and legally accountable to
people
actions or declare them insane. DeNicola
their
work was introduced in section I)
(whose
why we condemn beliefs and
questions
when they lead to morally wrong
believers
Such a response appears to assume
actions.
belief is a deliberate and voluntary act,
that
in actuality it may be “‘inherited’ from
when
and ‘acquired’ from peers, acquired
parents
inculcated by institutions
inadvertently,
authorities, or assumed from hearsay”
and
2018). For these reasons, it may
(DeNicola
the act of sustaining a problematic belief
be
the face of evidence, rather than the act
in
believing itself, that is a problem. Or
of
that is just reframing the problem as
perhaps
In our minds, the question of
stubbornness.
we hold people morally accountable for
how
IV. Ethics
IV. Ethics
IV.2 The category of problematic beliefs
them.
separation warranted, desirable or possible?
their beliefs is still a challenging question.
the world, not in one’s belief about the world.
(DeNicola 2018)
19
IV. Ethics
in TOK is about the exploration
Much
different perspectives. Do we have a
of
to seek out, understand and
responsibility
different perspectives? If so, to what
protect
the discussion in II.2 we saw that having
In
partially overlapping, and sometimes
multiple,
perspectives coexisting in the same
contradictory
presents advantages as well as challenges.
space
a personal and civic ethic that cultivates
Having
advantages and manages the challenges is
these
pluralism, and is a foundation for modern
called
democracies around the world. Pluralism
liberal
threatened when the appetite, or capacity, for
is
these challenges is diminished, for
managing
when efforts at consensus-building
example
respectful dialogue between opposing
and
are seen as unimportant or not
perspectives
it. worth
what extent would you agree with the
To
that, collectively, we benefit from having
view
perspectives and multiple knowledges
multiple
the world? How important are other
about
such as autonomy and freedom, which
factors,
these perspectives agency? What is lost
afford
of us interacts with knowledge at a
Each
level every day when we share our
fundamental
with others, evaluate what others share
opinions
us and comprehend our lived experience.
with
may not think of these as ethical issues or
We
acts, but the questions of validity and
political
our claims, and of ourselves as
legitimacy—of
our experiences.
claims-makers—define
TOK we explore the ideas of legitimacy
In
validity as ethical issues of knowledge
and
intersect with power to have significant
that
in the world. Below, we look at
consequences
this intersection with power can produce
how
distinct forms of epistemic injustice or
two
which Miranda Fricker describes
violence,
the “wrong done to someone specifically
as
first is when the credibility of a claimsmaker
The
is prejudicially deflated because of their
the second is when there is a gap in the
identity;
understanding to make sense of and
collective
first form of epistemic injustice occurs when
The
deflate the credibility of a claims-maker, for
we
when their identity is met with prejudice.
example
is a fine balance to be struck in evaluating
There
claim based on the claim itself, and the claimmaker.
a
To what extent is it possible to separate
two? We rarely evaluate a claim in a vacuum
the
paying attention to who is making it.
without
Chapter 3 we encounter the challenges of
In
produced by anonymous people on
knowledge
internet; in Chapter 9 we hear from E.H. Carr,
the
advises us to “study the historian before you
who
[their] facts”. Which identities are relevant
study
we evaluate claims, and which are not?
when
should be sensitive to the differences
We
one-off, idiosyncratic prejudices—“Bob
between
untrustworthy because he regularly talks
is
systematic and persistent
nonsense”—and
based on identity—“Bob is
prejudices
because of his religion/age/
untrustworthy
orientation/class” or some
ethnicity/sexual
identity.
other
(2007) has described this as the difference
Fricker
a “prejudicial credibility deficit” and an
between
credibility deficit”. Fricker’s
“identity-prejudicial
is that great harm is done at a societal
argument
when we deny someone’s legitimacy, based
level
their identity, to make a claim, to be a knower
on
their own right. This epistemic injustice
in
for example, when “a hearer wrongs a
occurs,
in his capacity as a giver of knowledge”,
speaker
them “from the very practice… of
excluding
May 2020, the IB set TOK candidates the
In
question: “Does it matter that your
following
circumstances influence how seriously
personal
knowledge is taken?”
your
1
IV.3 Epistemic diversity and
epistemic justice
communicate a particular experience.
IV.3.1 Credibility
lengths should we be doing this?
when a perspective is lost?
what it is to know” (Fricker 2007).
in their capacity as a knower” (Fricker 2007).
20
there any groups of people whose
Are
you typically do not give
claims
it inevitable that a claims-maker’s
Is
should affect our assessment of
identity
second form of epistemic injustice arises
A
a person’s knowledge of their lived
when
is invalidated, because of a lack
experience
shared concepts between them and the
of
culture or power in a society. This
dominant
them at a disadvantage in comprehending
puts
communicating their experience. We see
and
happening cross-culturally, when the
this
culture is the arbiter of what counts as
dominant
and what has legitimacy. Newcomers
knowledge
this culture may find their perspectives or
to
dismissed not only because of their
claims
which would be a form of prejudice,
identity,
because others simply have no idea what
but
are talking about. Power has a role to
they
certain types of lived experiences are
play;
more frequently than others. As
invalidated
practices of mathematics through
examples,
or through drawings with rice flour
song,
Chapter11), have been dismissed as not
(see
and oral histories have not been
mathematical;
the same credit as written histories (see
given
9). These are examples of knowledges
Chapter
do not meet each other as equals because
that
power asymmetries and a lack of shared
of
concepts.
exactly is the role of power in epistemic
What
In Chapter 7, II.1 we ask whether
justice?
is power. Perhaps a better question
knowledge
the extent to which power determines what
is
as knowledge, even to affirm or deny
counts
lived experiences of others. If someone
the
for example, to be able to speak to trees
claims,
horses, to invalidate their claim is also to
or
their experience of the world. A more
invalidate
and challenging example is given
compelling
explains that this sort of epistemic
Fricker
arises from a gap in shared concepts,
injustice
and tools of social interpretation.
vocabulary
you can imagine, this gap affects different
As
groups very differently, depending on
social
extent to which they are marginalized. The
the
of marginalized groups are less
experiences
to be understood or conceptualized—less
likely
to feature in films and television shows,
likely
example—perhaps even by the members of
for
groups themselves. The very structure of
these
knowledge can therefore be prejudicial.
collective
groups’ efforts at communicating may
These
seen as inadequate simply because their
be
of expressing is misunderstood. They are
style
because they cannot make sense of
disadvantaged
express an “experience which it is strongly in
or
interests to render intelligible” Fricker 2007).
their
May 2016, the IB set the following question
In
TOK candidates.“To what extent do the
for
that we use shape the conclusions that
concepts
reach?” Consider how this question applies
we
our judgments about the validity of claims
to
claims-makers; how much of our judgment
and
shaped by the concepts that we do and do not
is
with a claims-maker?
share
all of this, what are our individual
Given
towards epistemic justice,
responsibilities
you continue to explore knowledge in this
As
remember to continue reflecting critically
course,
the knowledge you encounter at school and
on
the world, the gaps left by your education and
in
and how these intersect with power
upbringing,
that may initially be invisible to you.
relations
chapters that follow will help you to make
The
relations visible and navigate knowledge
power
the world with agency. How will you
and
to know and live in the world?
choose
IV. Ethics
IV. Ethics
(a)
A central case of this sort of injustice is found in the
example of a woman who suers sexual harassment
legitimacy to? In what context, and why?
prior to the time when we had this critical concept,
(b)
so that she cannot properly comprehend her own
experience, let alone render it communicatively
intelligible to others.
the legitimacy of their claim?
IV.3.2 Validity
(Fricker 2007)
especially in cross-cultural contexts?
below, by Fricker.
21
Knowledge
and politics 2
is concerned with the acquisition and application of power, in its many forms, as well as
Politics
collective decisions that are contestable. In knowledge and politics we refer not only to political
all
and structures, but also the wider sense of political life, in which we gather to deliberate and
systems
decisions, as citizens as well as members of communities.
make
this chapter we consider the tensions in knowledge and politics, such as the differences between
In
and opinion; facts and values; and reliability and neutrality. We answer the questions:
knowledge
is knowledge political, and how does this affect knowledge? Despite longstanding negative
why
politics is a way—perhaps a good way, perhaps the only way—of navigating divisive
connotations,
issues and stubborn problems, of attempting to change the world for the better.
Initial discussion
• Is politics the best method available to us for changing the world?
• Is being knowledgeable a prerequisite for effective and active citizenship?
• What attributes are necessary or desirable in a political leader?
• What role does, and should, politics play in the institutions where knowledge is produced and disseminated?
• How are agreement and disagreement on matters of fact dealt with within politics?
• What gives validity to a knowledge claim in politics?
22
about knowledge intersect in powerful
Questions
complex ways with questions about politics.
and
example, what we know about the world,
For
we know it, and who can make claims
how
it are entangled with questions about who
about
the power to make and maintain order in the
has
The answers to these questions form what
world.
call a “epistemic-political system”, and vary
we
historical and geographic contexts. Our
across
system has been called a modern-liberal
present
and is being challenged by various
system,
cultural, economic, spiritual and
ecological,
way out of these crises might require
The
answers to better questions about
different
way we think about the relationship
The
knowledge and politics is still
between
influenced by a debate between
strongly
Hobbes and Robert Boyle in the
Thomas
century. The debate concerned what
mid-17th
as knowledge, and where, how and by
counts
the boundaries of legitimate knowledge
whom
drawn. Boyle and Hobbes had opposing
are
approach reflected the emerging
Boyle’s
sciences and he argued that
experimental
like scientists, could objectively agree
people,
“facts”, if they followed strict processes and
on
disinterested in outcomes; Boyle’s “facts”
were
to a “nature” that existed outside
related
“society”. In contrast, Hobbes doubted
of
people could be objective or sufficiently
that
with the political dimensions of
Grappling
and knowledge-sharing
knowledge-making
an urgent challenge for us today: in being
poses
of ideology that masquerades as fact,
suspicious
of a new system. It is an exciting and
emergence
time to be coming together to overcome
urgent
divisive issues and wicked problems of the
the
today.
world
book explores and examines the processes
This
which facts are arrived at, scrutinizes
through
people and motivations behind fact-making,
the
traces the implications of accepting or
and
something as fact. We have all heard
rejecting
times, “these are the facts”, but can
many
speak for themselves? Matters of fact are
facts
disinterested, neutral, independent,
supposedly
in other words, beyond politics. But what
or
the ideas in the past that shaped this way of
were
and believed that all human
disinterested,
was political.
activity
notion of communities organized
“Boyle’s
their own methods and rules but
around
by limited domains not only
bounded
to the creation of different scientific
led
but, more importantly,
disciplines
science from politics and religion
separated
The final consequence of this would be
…
power, faith … and knowledge would
that
separated, each with its own institutions,
be
and procedures.” (Stalder 2019)
rules,
idea defined the modern-liberal era but
This
appears to be breaking down, perhaps
now
Hobbes’ suspicions that knowledge
vindicating
always political and that disinterestedness is
is
do we guard against dismissing legitimate
how
Howdo we distinguish between
knowledge?
I. Scope
I. Scope
I . S C O P E
political crises of our own making.
thinking about facts?
knowledge and politics, and even the
Box 2.1: Hobbes and Boyle on knowledge, power and faith
views on this subject.
impossible.
ideology and knowledge?
23
I. Scope
has been great concern, especially in
There
years, that people ignore facts and dismiss
recent
1. To what extent do you agree that this is
Chapter 1, we introduced the counterclaim
In
people are not ignoring “the facts”; they do
that
accept them as facts in the first place and
not
to believe a different set of facts. Facts
choose
to have become a signal for identity and
appear
solidarity.
political
mass leaders seize the power to t reality to
Before
lies, their propaganda is marked by its extreme
their
for facts … for in their opinion fact depends
contempt
on the power of man who can fabricate it.
entirely
is often said that anything can be political. The
It
people choose to wear, the music they
clothes
the kind of language they use, the food
enjoy,
eat, and especially the food they do not
they
Who can legitimately establish what
2.
facts are and who can legitimately
the
Is it important for at least some knowledge
4.
be non-contestable?
to
practice, consider and critically explore
For
what extent universal human rights are
to
Can you think of any other
non-contestable.
facts”? Aren’t all facts universal?
“universal
have Meatless Mondays and all-gender
though:
been politicized, or were eating
bathrooms
every day and having gender-segregated
meat
in public spaces already political
bathrooms
What aspects of life have been
statements?
depoliticized?
boundaries of politics are difficult to draw.
The
of our choices, actions and claims are
Many
on assumptions and values that are
based
and therefore fall within the domain
contestable,
politics. Arguably, this is the case whether
of
not we are aware of our assumptions and
or
or not our actions are intentionally
whether
political.
2
For discussion
Let’s agree on the facts
disputethem?
3. Is there any knowledge that is beyond
evidence when it contradicts their beliefs.
dispute?
thecase?
(Arendt 1951)
I.1 Is everything political?
eat, are all discussed as political acts. Consider
24
Consider the politics of wearing a
1.
Guevara t-shirt. Does something
Che
change if the person wearing it
important
not know who Che Guevara is?
does
Reflect on the politics of clothing that does
2.
carry an explicit political message,
not
as buying second-hand items to
such
your ecological footprint. To
minimize
There is the idea that not only are our
3.
and words political, so too are
actions
inaction and silence. Describe some
our
of when this is the case.
examples
who are cautious about the politics of
Those
have urged others to keep politics
everything
of sport or science, Halloween or superhero
out
to leave it out of the classroom and
movies,
from the dinner table. This approach can
away
from a belief that there are spheres of life
come
politics does not belong, which should be
where
from attempts to politicize them.
protected
means making something
“Politicizing”
politics. It is often also interpreted
about
the 2001 book Late Victorian Holocausts,
In
and political activist Mike Davis
historian
co-opting an event for political gain, as
as,
or misrepresentation in order to
manipulation
political points. It is condemned when the
score
or context in which it is done is seen as
timing
National tragedies or disasters are
inappropriate.
seen as the wrong context for politics.
usually
recent extreme weather events in view—
With
floods, wildfires and storms—some
droughts,
have suggested that political
commentators
is not a neutral stance. Maintaining
silence
would be a failure to hold policy-makers
silence
account for past and current decisions that
to
rainfall and earthquakes may not
Whereas
have a political dimension, disaster
inherently
response and recovery do.
preparedness,
closely at the aftermath of disasters we
Looking
how vulnerability intersects with racial and
see
inequalities. We also see how the frequency
class
intensity of extreme weather events already
and
communities that are on the frontlines
affects
the climate crisis. Some therefore argue that
of
disasters are not at all apolitical, but have
natural
bit of historical distance can help us gain
A
on this issue. Let’s consider
perspective
from the previous two centuries that
examples
reverberate today.
still
last quarter of the 19th century. These
the
the result of a sustained rise in
were
temperatures in the Pacific Ocean, a
surface
known today as El Niño, causing
phenomenon
across the tropics. In the final decades
droughts
the 19th century, the consequent famines
of
death tolls in the tens of millions of people
had
China, India and Brazil.
across
outsize human cost of these droughts,
The
argues, was not a natural disaster, but
Davis
created by European empires. El Niño
one
patterns were well known in those
weather
of the world, and over generations
parts
ways of being and knowing, expressed
local
I. Scope
I. Scope
For reflection
Check your politics
what extent is this action political?
affect the impact of the disasters.
in fact been depoliticized.
For discussion
Unnatural disasters
through Indigenous knowledge, infrastructure
examines a series of extreme climatic events in
25
I. Scope
administrative systems, had developed
and
cope with drought. Imperial rule actively
to
or dismantled these systems with
undermined
consequences. For example, the
devastating
in India who perished in the 1877
millions
did not die as a result of food shortages;
famine
that year, Indian grain exports to Britain
in
record numbers. Davis similarly shows
reached
Chinese government administrators were
how
at alleviating food shortages in times of
skilled
such that few people actually starved,
drought,
that this resilience was later devastated
but
Victorian imperialism, leaving millions
through
perish in subsequent droughts.
to
El Niño event of 1743–44 was described as
The
in its impact on the plains of north
exceptional
“The spring monsoon failed two years
China.
a row, devastating winter wheat … scorching
in
withered crops and farmers dropped
winds
in their fields from sunstroke. Provincial
dead
supplies were utterly inadequate …”
grain
2001). Yet unlike later droughts, there
(Davis
the skillful leadership of the Confucian
Under
great stores of grain were
administration,
to affected areas, using ships where
mobilized
The administrators brought in
necessary.
of the relief grain from stores outside
85%
area of drought. This sustained two
the
peasants for eight months until the
million
normalized and agriculture resumed,
weather
extraordinary act “no contemporary
an
society guaranteed subsistence as
European
human right to its peasantry …” (Davis
a
and nor did any have the capacity to
2001)
so like this. Indeed, while the Chinese
do
were saved from starvation by their
peasants
millions of Europeans were
administration,
from famineand hunger-related diseases
dying
freezing winters and summer
following
between 1740 and 1743. As Davis is
droughts
to point out, this famine-defence was
careful
an isolated case, and not even the most
not
There were five other El Niño
impressive.
and seven other flood disasters in that
disasters
Each time, the disaster relief was swift
century.
extensive, unlike the responses in later
and
capacity in eighteenth-century China
“State
was deeply impressive”, says Davis, with
…
administrators, a unique system
skilled
stabilize grain prices (overseen by the
to
himself), large and well-managed
Emperor
stores, and “incomparable hydraulic
grain
and canals (Davis 2001). The
infrastructures”
that the Emperor was personally involved
fact
to accuracy in reporting and more frequent
led
disaster relief was politics, at least
innovation;
China. Contemporary European monarchs
in
by comparison much less interested in the
were
droughts of the next century, in 1876 and
The
would not have caused millions of deaths
1899,
not for imperial intervention. Unlike in 1744,
if
administrators did not benefit from
these
maintained budget surpluses and
deliberately
reserves of grain. The difference, Davis
large
was that the Chinese state in 1876 had
asserts,
“enfeebled and demoralized”, and the
been
relief efforts reduced to cash relief and
disaster
foreign charity” (Davis 2001). The
“humiliating
of the El Niño cycle was an important
intensity
but so too was the dismantling of the
factor,
institutional and technical means for
social,
with that risk. “India and China, in
coping
words, did not enter modern history as
other
helpless ‘lands of famine’ so universally
the
in the Western imagination” (Davis
enshrined
They were enfeebled by Victorian
2001).
and the loss of sovereignty. To
imperialism
how, you will have to read Davis’s book.
learn
Is it possible to make politically neutral
1.
about the causes and consequences
claims
What types of claims about disasters can
2.
be free of politics?
never
How is this example similar to or different
3.
the way we speak about the climate
from
2
years, such as 1877, 1899, and 1958–61.
Bad climate versus bad system
minutiae of grain prices and famineprevention.
was no mass starvation.
Consider the following questions.
of huge natural disasters?
crisis today?
26
may feel strange to have the politics of disaster
It
and, for example, the politics of pockets
relief
women’s clothing on the same spectrum.
on
or not everything is political, it is still
Whether
to pay attention to what is being
necessary
or depoliticized, by whom and for
politicized,
this all sounds too much, you may wonder:
If
politics be avoided? Or is the very idea that
can
can opt in or out of politics a question of
you
Political decisions affect the realities of
privilege?
differently based on their relative power.
people
what it means to have the ability to
Consider
from politics, or to be cushioned
disengage
the consequences of political decisions. Do
from
have a responsibility to be informed and
you
about politics, including the
knowledgeable
brings us on to knowledge. Politics
This
human life and so knowledge,
permeates
a human enterprise, will have a political
being
as well. This is why we grapple
dimension
issues of power and justice in the realm
with
Part of what makes TOK
ofknowledge.
is that the answers to questions about
exciting
contestable. In comparison,
knowledgeare
are many educational programmes and
there
around the world in which knowledge
systems
not contestable. What does that say about the
is
of the TOK course and the IB Diploma
politics
Consider this question in the
Programme?
of the next discussionactivity.
context
political lens on knowledge draws our
A
to when and why we give authority
attention
some forms of knowledge and not others.
to
engages us with whether, and how, we
It
some ways of knowing and not others.
privilege
political lens also makes visible the power
A
this in mind, let’s consider the politics
With
knowledge in education, one of the main
of
for disseminating knowledge. Think
institutions
the kind of knowledge institution that
about
your school, the knowledge community of
is
Diploma Programme teachers and students
IB
and the knowledge system within
worldwide
the IBsits.
which
terms: presentation
Search
of ibo
history
this presentation on
Consider
history of the International
the
outlining the key influences on
Baccalaureate,
educational model and approach.
its
As a result of the ideas on which the IB
1.
founded, what are some explicit and
was
assumptions about knowledge in
implicit
IB education?
an
Given its history, what knowledge
2.
are omitted or
traditions
What are the implications of exporting
3.
IB as a “better” educational model
the
places around the world that have
to
traditions that are not
knowledge
we move on, continue to reflect critically on
As
knowledge you are encountering at school
the
in the world. It is a practice that will serve
and
well beyond the IB Diploma Programme. No
you
there are gaps in the curriculum, as well
doubt
in this book. You are invited to notice them,
as
how they might arise and consider
understand
it would take to address them. Think about
what
power and politics affect which perspectives
how
emphasized, marginalized or absent, in
are
classroom and in a global, international
your
curriculum.
I. Scope
I. Scope
what reason.
Practising skills: Identifying
assumptions and drawing implications
kinds of issues that do not affectyou?
underrepresented in the IB?
reflected in the IB?
relations at play in knowledge communities.
27
I. Scope
this book we engage with the
Throughout
caused by incoherent expertise, or what
tension
can do when experts disagree with each other.
we
there an essential tension between the ideas of
Is
and democracy? This section explores
expertise
of authority, participation and trust in the
issues
required for democratic decisionmaking.
knowledge
We take this discussion further in II.2,
make frequent decisions to trust the
We
of experts, for example when we
knowledge
by airplane or have surgery. We trust that
travel
are in the hands of competent, qualified
we
with certified expertise and that
professionals
is checking that this is the case. These
someone
personal decisions, about which we can make
are
judgments as we navigate our daily
informed
Governance, however, includes making
lives.
and decisions on behalf of other
judgments
often on issues that require a great deal
people,
technical expertise and in situations where
of
independently, in pairs or a small
Working
identify a political issue of public
group,
that you are already familiar with or
relevance
to learn about. If you are struggling to
curious
of an issue, follow the links to two case
think
that would work well.
studies
terms: Pisani sex
Search
and HIV
drugs
link takes you to a TED Talk
This
Elizabeth Pisani on sex, drugs and HIV.
by
terms: Leslie The
Search
conspiracy
sugar
this article for the UK newspaper
In
Guardian, (7 April 2016), Ian Leslie
the
the view that sugar in our diet,
investigates
fat, is the greatest danger to our health.
andnot
there is no obvious answer. How can policy-
and politicians ensure that they base
makers
on the best knowledge available? What
decisions
the responsibilities of experts in advising
are
To what extent can citizens
decision-makers?
in these decisions by contributing
participate
evaluating claims and making
knowledge,
of where you are in the world, there
Regardless
no shortage of public policy controversies or
is
across the health sector, environmental
failures
financial markets or other areas of
protection,
In some contexts, these visible
governance.
have eroded the public’s trust in political
failings
guided by seemingly partisan
decision-making
But is there an alternative? Is there
expertise.
model of governance that addresses the
another
in knowledge and politics?
issues
TOK we concern ourselves not with
In
specific policy decisions, but with
evaluating
about how claims-makers and forms
questions
knowledge acquire legitimacy and authority,
of
how we can safeguard against bias and selfinterest
and
and learn from past mistakes.
your investigation draw on the questions we
In
encountered so far and the ones below.
have
What do you know, or what can you
1.
about the experts who guide the
imagine,
What kinds of knowledge should the
2.
possess?
experts
3. Consider which perspectives are missing or
Which groups should be invited to the
(a)
but are not currently involved?
debate
What does their absence tell us about
(b)
kinds of knowledge are valued?
which
What is the nature and extent of public
4.
in this policy decision?
participation
Which groups are most affected and what
5.
of knowledge and power do they
kinds
2
I.2 Expert knowledge and governance
judgments about competing alternatives?
which explores the “post-truth” public discourse.
For discussion
Expertise and the democratization of
knowledge in policy
people with most power on this issue?
underrepresented.
possess?
28
7, section II, explores AIDS public health
Chapter
in South Africa. Chapter 9, section II, looks at
policy
work of expert commissions between countries
the
resolve conicting histories. Comparing these
to
what is the role of politics and how does it
examples,
the credibility and authority of experts?
aect
confidence in the fact that TOK is not
Take
in exploring issues of expertise and
alone
knowledge. Questions about these issues
public
fundamental to protecting the citizen’s
are
issues are discussed by people and
Political
with various levels of power; they share
groups
opinions, make claims with various degrees
their
confidence and make judgments about the
of
and validity of other perspectives. This
reliability
the public discourse. How can you
characterizes
different perspectives? How aware are
evaluate
of the forces that have shaped your political
you
What would be sufficiently convincing
views?
change your mind? As we proceed, recall the
to
in Chapter 1 on intellectual humility
discussions
II.2) and thinking patterns and habits (in III.1).
(in
shapes depending on the context and
different
constraints. If you are curious about what
the
discussion looks like elsewhere, follow
this
link to an excellent conversation on public
the
and the forces that shape it. Hear
knowledge
Amita Baviskar, from the Institute of
from
Growth in New Delhi, and Rifka
Economic
from the University of Strasbourg
Weehuizen,
for Advanced Study. They discuss
Institute
expert and layperson knowledge can
how
integrated into a relationship based on
be
values and participation.
democratic
terms: public knowledge
Search
objectivity and
academic
smart way to keep people passive and obedient
The
to strictly limit the spectrum of acceptable opinion,
is
allow very lively debate within that spectrum—
but
encourage the more critical and dissident views.
even
gives people the sense that there’s free thinking
That
on, while all the time the presuppositions of the
going
are being reinforced by the limits put on the
system
of the debate.
range
II. Perspectives
I. Scope
II. Perspectives
Making connections
Politics in science and history
voice in government, and the answers take
teaching profit motivation
I I . P E R S P E C T I V E S
II.1 The Overton window
(Chomsky 1998)
29
II. Perspectives
“Overton window” is a term used to
The
the range of ideas tolerated within
describe
discourse and, therefore, the range of
public
and politically acceptable policies in
socially
government. Policies outside of this
democratic
will appear too extreme—“unthinkable”
range
“radical”—to be supported by politicians.
or
window is shaped by the climate of public
The
and so the media can play a very large
opinion,
Note that the window does not necessarily
role.
near the middle of the political spectrum.
sit
politicians, social commentators and
Skillful
in the public sphere can intentionally
activists
or expand the window through reason
shift
rhetoric. Some may deliberately promote
and
ideas so that slightly less extreme
extreme
which were previously outside the
ideas,
become more widely accepted by
window,
Think tanks, for example, need
comparison.
promote particular policies but can rather
not
out of the Overton window
Looking
How do we know where the Overton
1.
Would you expect two strangers to agree
2.
what is inside the window? Why or
about
Are there some ideas, policies or issues that
3.
not be politicized? If so, how would
should
Compare the relative power of the following
4.
to shift the window: social
stakeholders
organizations, cinema, search engines,
media
and television media; teachers,
5. Recall an example of the window shifting.
was previously unacceptable,
What
is now policy, and vice versa?
but
make previously unacceptable policies more
to
This tactic is often used by activist
palatable.
is worth noting that the Overton window is
It
necessarily a passive construct but rather
not
assertive and dynamic one—a tool to shape
an
shift political possibilities. Its point is that
and
“window is there for the shifting”, and thus
the
naturalizes ideas and policies as inherently
it
Some observers lament this sort of
political.
arguing for instance that climate justice
thing,
women’s rights should not be politicized,
and
these issues “speak for themselves”; we
as
next section explores echo chambers
The
bubbles, or how the internet may
andfilter
contributing to increased polarization
be
pluralism, by allowing
andreduced
engage only with content they
individualsto
with. agree
Should we suspend new or radical ideas
6.
judgment, for a grace period, until
from
people have had a chance to consider
more
them?
To what extent do you agree that an
7.
of the Overton window is a sign
expansion
To what extent is it unethical for politicians
8.
thought leaders to support ideas
and
policies that they do not believe in,
and
the goal of expanding or shifting the
with
If you had the influence, what ideas would
9.
bring into the Overton window?
you
To what extent has the internet, through
10.
media and online discussion
social
changed the nature of public
groups,
and the Overton window?
discourse
2
groups too.
interrogate that perspective in I.1.
focus on shifting the window of possibilities,
For discussion
window is?
why not?
of progress?
we achieve that?
window of public discourse?
journalists, influencers and politicians.
(a)
(b)
What may have caused this?
30
too many of us, it’s become safer to retreat into
For
own bubbles, whether in our neighborhoods
our
college campuses or places of worship or our
or
media feeds, surrounded by people who
social
like us and share the same political outlook
look
never challenge our assumptions. The rise
and
naked partisanship, increasing economic and
of
stratication, the splintering of our media
regional
a channel for every taste—all this makes this
into
sorting seem natural, even inevitable. And
great
we become so secure in our bubbles
increasingly,
we accept only information, whether true or not,
that
ts our opinions, instead of basing our opinions
that
the evidence that’s out there.
on
last decade has witnessed repeated
The
to a post-truth politics, in which
references
is framed by appeals to emotion
discourse
of policy details or facts. Political
instead
are able to continue with talking points
figures
when media, experts and opposing
even
have provided proof that contradicts
figures
The internet is commonly invoked as
them.
enabled this political culture to gather
having
with post-truthers being said to
momentum,
political outcomes in Brazil, India,
influence
the United States and the United
Russia,
“Post-truth” was made the Oxford
Kingdom.
2016 Word of the Year owing to its
Dictionaries’
in the context of Brexit and the US
prevalence
election.
Presidential
some have claimed the term is
However,
For example a New Scientist article
misleading.
“a cynic might wonder if politicians are
stated:
any more dishonest than they used
actually
be” (New Scientist 2016). Others believe that
to
confuses the ideas of empirical and ethical
it
whereas what is actually happening
judgments,
a rejection of expert opinions in favour of
is
political signalling. Politically
values-based
figures have also criticized the
conservative
use of the term by liberal commentators
selective
attack what are matters of ideology, not fact
to
2016) and for selectively protecting
(Young
facts” (Mantzarlis 2016).
“liberal
is a great irony of our time that we do not
It
agree about whether we live in a post-truth
even
because the political right accuses the
world,
left of making it up. TOK exists to help
political
with this very dilemma. We can and should
us
to know truth and navigate problems of
strive
and resist succumbing to views such
knowledge,
“nothing is true and everything is possible”,
as
by the way, is the title of a memoir of life
which,
Russia under Vladimir Putin.
in
course, it cannot be claimed that large sections
Of
organized society have suddenly given up on,
of
stopped caring about, truth. Post-truth refers
or
a civil discourse where expertise and “facts”
to
to be insufficient to sway beliefs; where
appear
appear to choose their experts and
individuals
others as politically and ideologically
dismiss
There is some behavioural research to
biased.
that facts alone do not change deeply
suggest
beliefs.
held
Mantzarlis, Poynter Institute’s head of
Alexios
stated the following.
fact-checking,
news became a catch-all term to mean anything
Fake
we don’t particularly like to read.
that
in this chapter we explore how news media
Later
prioritize impartiality can understate the
that
scientific consensus, leaving the
overwhelming
with what appears to be a scientific debate
public
II. Perspectives
II. Perspectives
II.2 Is there a post-truth public sphere?
(Obama 2017)
(Mantzarlis quoted in Kestler-D’Amours 2017)
31
II. Perspectives
opposed to scientific fact. Robert Eshelman
as
argued that, beginning in the 1990s, fossil-
has
industry groups seized this opportunity and
fuel
reporters of bias if they portrayed global
accused
as a settled fact, while funding research
warming
prove it was not. The tobacco industry used
to
tactics in the decades before. These
similar
succeeded in politicizing the issue and
industries
decades of public debate though the
spawning
consensus had been clear. This is the
scientific
of “false balance” implicated in many
problem
controversies on scientific issues.
public
Jayson Harsin has argued that a
Professor
set of recent developments is creating
convergent
post-truth society. These developments include
a
following.
the
Scientifically and technologically
•
methods of political
sophisticated
and persuasion are used (as
communication
explore later in the Facebook-Cambridge
we
episode) as well as strategic use of
Analytica
and disinformation.
rumours
An “attention economy” exists, characterized
•
information overload combined with a lack
by
society-wide trusted sources of news. Usergenerated
of
content within social networks has
more influential, while at the same
become
there appears to be less attention for, or
time
Filter bubbles curate content delivered via
•
media and search engines according
social
recent studies have suggested that lies
Two
spread faster than the truth. As you read
can
details, though, consider the warning
the
Chapter 8, III.1, about sampling biases in
in
at MIT investigated 126,000
Researchers
stories, shared by 3 million people
4.5million times. The researchers’
over
was that lies spread further, faster,
conclusion
what a user “likes”, as opposed to what is
to
We explore filter bubbles and echo
factual.
What are the significant political issues
1.
debated in your community?
being
To what extent is your opinion about
2.
issues influenced by:
these
opinions of close family and
the
friends?
Have you noticed people in your network
3.
the claims of experts? If so, in
questioning
information. Interestingly, fake political
of
spreads faster than fake news about
news
disasters, terrorism, science or financial
natural
The authors specifically found that
markets.
and not Twitter bots, are more likely
humans,
spread fake news. Why is this the case? The
to
speculate that false information
researchers
to be more original than true news and
tends
people are more likely to share surprising
that
(Vosoughi et al 2018).
information
2
chambers in II.4.
For reflection
A post-truth society
(a)
(b)
the news
opinions of friends shared on
the
media
social
(c)
what context, and on what grounds?
trust in, fact-checking websites.
Box 2.2: Do lies spread faster than the truth?
behavioural science research.
deeper and wider than truth in all categories
32
Hancock, a psychologist at Stanford
Jeff
attributes the rapid spread of
University,
news on social networks to “emotional
fake
In 2012, Facebook ran an
contagion”.
that showed some users more
experiment
posts and others more negative posts.
positive
helped interpret the results and
Hancock
that people exposed to less negative
found
are two articles, selected for their
Below
viewpoints. Consider to what extent
differing
authors agree or disagree on the following
the
issues.
What do the different authors say is the
1.
of post-truth phenomenon?
source
terms:
Search
Scruton
Spectator
as long as there have been
For
they have lied, fabricated
politicians,
deceived. The manufacture of
and
has changed over time, as the
falsehood
becomes more sophisticated.
machinery
lies give way to sinuous spin,
Straight
open dishonesty disappears behind
and
and Doublethink. However,
Newspeak
if honesty is sometimes the best
even
politics is addressed to people’s
policy,
and the manipulation of
opinions,
is what it is all about. Plato held
opinion
to be the goal of philosophy and
truth
ultimate standard that disciplines
the
soul. But even he acknowledged that
the
cannot take very much of it, and
people
peaceful government depends on
that
noble lie”.
“the
negative and more positive emotion in
less
own posts, and vice versa.
their
a March 2019 interview for the BBC,
In
explained that people seemed to
Hancock
with emotions that match those of
respond
original post. Not only did the emotions
the
Hancock stated, but the more intense
match,
emotion, the more likely the content was to
the
To what extent do they consider post-truth
2.
to be a serious threat to knowledge?
politics
How do they describe the changes in the
3.
we acquire and share knowledge?
way
What strategies do they suggest for a way
4.
of the post-truth crisis?
out
commentators are
Nevertheless,
to tell us that something
beginning
changed in the past few years. It
has
not that politicians have ceased to
is
lies or to pretend that the facts are
tell
than they are; it is rather that they
other
begun to speak as though there is
have
such distinction between facts and
no
We live in a post-truth
fabrications.
— such is the mantra … Somehow
world
boundaries between true and false,
the
and nonsense, opinion and reality
sense
have been erased, and no one really
…
how to reinstate them.
knows
is one way in which the Brexit
That
is explained by those who cannot
vote
it. If there is no truth, then
stomach
are no longer true or false, but
opinions
yours or mine, ours or theirs. And
simply
the Brexit vote was about identity,
since
were bound to win over those who
“we”
thought there was something to argue
still
As for the “experts”, why should
about.
listen to them, when they were trying
we
phrase the argument in a language that
to
longer applies, as though there were
no
II. Perspectives
II. Perspectives
emotion in their news feed would write with
go viral.
Practising skills: Evaluating perspectives
Source 1: “Post-truth? It’s Pure
Nonsense” (The Spectator, 10 June
2017)
Post-truth
33
II. Perspectives
objective “fact of the matter” that we
some
all agree upon?
could
The concept of truth has been the victim
…
massive cyber-attacks in recent decades,
of
it has not yet recovered. The most
and
attack has come from social media,
recent
has turned the internet into one great
which
cauldron of opinions, most of them
seething
in which every kind of malice
anonymous,
fantasy swamps the still small voice of
and
terms: FT
Search
India
is the echo chamber of all
lies, fakes and crap in India,
unmitigated
a toxic cesspool,” says Palanivel
it’s
an elected ofÀcial and head
Thiagarajan,
the IT department of DMK, a regional
of
in the state of Tamil Nadu … .
party
Wardle, a research fellow at
Claire
University and co-founder of
Harvard
Draft, a non-proÀt group addressing
First
on social media, says
misinformation
took off with the explosion
smartphone users in countries such
of
Brazil, Nigeria and India, where
as
has become “a primary source of
it
“These questions about
information”.
role in the spread of misinformation
its
not just to do with elections,” she
are
“It’s about WhatsApp’s role in
says.
full stop.” Its encryption
societies,
… has made it more vulnerable
system
misuse, especially in elections, say
to
who argue it has become a
critics,
for spreading campaign-related
platform
misinformation.
have yet to get used to this, and to the
We
social media has done to the practice
damage
is an opinion-forming and opinionmanipulating
Politics
art. However much people
be inuenced by slick advertising,
can
promises and intoxicating
mendacious
they are inuenced by these
slogans,
only because the idea of truth lurks
things
risk came to a head in Brazil last
This
in what became known as the
year,
“WhatsApp election”. With 120m
Àrst
users in a country of over
the platform was Áooded ahead
211m,
the October vote with false rumours,
of
photographs and audio hoaxes
doctored
Researchers studying 100,000 images
…
in 347 groups found that
circulating
8 per cent were “fully truthful”.
only
was huge in Brazil. It
“Misinformation
an election plagued with fake news
was
left behind a country split in half by
that
says Fabrício Benevenuto at the
hatred,”
University of Minas Gerais and
Federal
researcher on the impact of the social
a
network. “The political discussion
media
up being reduced to a meme.”
ended
has become the platform
choice for politicians because of
of
massive reach that goes beyond a
its
loyal voter base, but also because
party’s
the lack of gatekeepers. Messages
of
through the system have no
forwarded
about where they originate, but
context
from the trust of coming from a
beneÀt
groups are considered the
dangerous,” says SY Quraishi,
most
former election commissioner.
India’s
disastrous potential of this media
“The
of rational argument. …
humanity and truth. …
in the background of their
somewhere
In the end we all respond to
consciousness.
inner “reality principle”, and will amend
an
belief when its refutation is staring us in
any
the face. (The Spectator 2017)
Source
2: “India: The WhatsApp
election” (Financial Times, 4 May 2019)
election
contact.
34
of politics attempts to reach consensus
practice
what has been described as “an opinion-
through
very strong; you’ve seen how rumours
is
[around] can cause havoc.”
Áoating
Garimella, a researcher at the
Kiran
Institute of Technology
Massachusetts
is studying misinformation in India,
who
more than 5m WhatsApp
analysed
posted in 5,000 public groups
messages
covering roughly 1m people. “We have
…
image-based, subtle misinformation,”
on
Mr Garimella, giving an example of
says
screenshots from a reputable
doctored
channel.
news
says it bans roughly 400,000
in India every month … .
accounts
biggest challenge is that, unlike
The
WhatsApp cannot identify the
Facebook,
a dierent viewpoint from the ones
oering
in the Spectator and the Financial
expressed
this book investigates the concept
Throughout,
truth, commonly associated with concepts of
of
impartiality and neutrality. Within
objectivity,
and politics, what can we say of the
knowledge
between truth and impartiality?
relationship
issues are, by definition, divisive in the
Political
of lacking clear consensus. Does that mean
sense
knowing “truth” in politics is futile? The
that
of a message without breaking its
source
system … . “We see many
encryption
where the same message was
instances
on multiple groups, over 20 groups
sent
a 10-second window, that means
within
is a person or software sending the
there
says it has also spent about
in India to run a public education
$10m
around the dangers of
campaign
on traditional media
misinformation
as television, radio and newspapers.
such
think I would say without hyperbole
“I
probably the largest public education
it’s
about misinformation ever
campaign
says Mr Woog. (The
undertaken,”
Times 2019)
Financial
terms: Economist I’d
Search
to you Post-truth world
lie
and opinion-manipulating art” (Scruton
forming
We could ask the question whether
2017).
can exist in politics, but the more
objectivity
question for us here is: what are the
immediate
consider the case of false balance, a
Let’s
example of a media bias that occurs
cautionary
journalists (and, very importantly, text
when
attempt to avoid bias by providing a
books)
perspective on opposing viewpoints.
balanced
give equal air-time or pages of text to two
They
of a debate. The phrase a “coin has two
sides
might come to mind, but is misleading
sides”
it assumes equal weight of both sides.
because
balance occurs when arguments “from
False
other side” are presented out of proportion
the
the actual evidence. It confuses fairness—
to
as giving due merit to the value of
understood
impartiality. This may be caused
evidence—with
a pressure to appear “neutral” to avoid
by
fee-paying advertisers and customers,
offending
a lack of confidence or ability to evaluate
and/or
perspective.
a
II. Perspectives
II. Perspectives
messages,” says Mr Garimella.
observed that it is speciÀcally focused
Follow the link below to access an article
disagree with the authors of the other two
articles on the issues raised on page 33?
Times. To what extent do its authors agree or
II.3 Truth, neutrality and false balance
It is not the case that astrology is drivel because
[someone] thinks so. It is drivel because it ies in
implications of saying it cannot?
the face of four centuries of evidence, from Galileo to
the latest space probe. To claim, as the BBC appeared
to do, that whether or not to believe in astrology is a
matter of personal opinion reveals a real lack of selfcondence.
At best, such a statement is foolish; at
worst it is open to exploitation by cranks.
(British Broadcasting Corporation (BBC) 2011
35
II. Perspectives
7 deals with public trust in scientic
Chapter
is it about a scientic fact that gives
expertise—what
what extent should students, among other
To
be encouraged to disregard expert
individuals,
commonly cited example of false balance is the
A
about anthropogenic global warming,
“debate”
the scientific consensus has been
though
for at least two decades. Follow
overwhelming
terms: NASA Scientific
Search
Earth’s climate is
consensus:
the vast majority of experts—over 97%—
Though
global warming to human activity, the
attribute
3% have been given disproportionately
opposing
platforms, in the interest of balanced
large
This has left the public with an
journalism.
of inconclusive scientific debate
impression
though the scientific consensus is well
even
(Cook et al 2016).
established
example, coverage of global warming by
For
US newspapers—the New York Times,
leading
Washington Post, the Los Angeles Times and
the
Wall Street Journal (a group referred to
the
“the prestige press”)—between 1988 and
as
was found to overstate the case against
2002
“[t]he prestige press’s adherence
climatechange:
balance actually leads to biased coverage
to
both anthropogenic contributions to global
of
and resultant action” argued Boykoff
warming,
a review of the impartiality and
Following
of its science coverage, the BBC
accuracy
frequent comment received during this review is
A
elements of the BBC—particularly in the area of
that
and current aairs—does not fully understand
news
nature of scientic discourse and, as a result, is
the
guilty of ‘false impartiality’; of presenting the
often
of tiny and unqualied minorities as if they
views
the same weight as the scientic consensus.
have
approach has for some (but not all) topics
That
widespread. Conictual reporting of this
become
has the ability to distort public perception.
kind
arises in part because news and current aairs
It
who have to think on their feet in a
presenters,
interview, may have little insight into the topic
live
discussed and hence nd it more dicult to
being
balance than when dealing with politics,
establish
media or nance.
the
and genetically modified foods as
vaccinations
where impartial journalism understated the
cases
the journalistic profession shoulder all
Should
blame? It is not that simple. Consider the
this
in Box 2.3 that reports how fossil-fuel
article
groups began in the 1990s to target
industry
who portrayed global warming
reporters
a settled fact: “it was the perfect line of
as
because it played into a core maxim of
attack,
to be fair and balanced in presenting
journalism:
2
Making connections
Politics and science—what gives a fact credibility?
it authority, versus a claim by a politician?
opinion if it clashes with their own beliefs?
and Boykoff (2004).
similarly reported the following in 2011.
The BBC review cites global warming,
(BBC 2011)
the link to find out more.
scientific evidence and consensus.
warming
the contours of a debate” (Eshelman 2014). But
36
Eshelman says, the industry
simultaneously,
studies to discredit the climate
wasfunding
thesis; and even if very few scientists
change
them it was enough to frame the
endorsed
as a “debate” in the media. In this way,
issue
to Eshelman, the industry succeeded
according
politicizing an issue and stoking decades
in
public debate, even though the scientific
of
terms: cjr danger of
Search
and balanced
fair
the extract below and discuss the
Consider
questions.
following
Do journalists approach the issue of balance
1.
when communicating knowledge
differently
the public on political issues as opposed to
to
issues?
scientific
If all perspectives are not equally valid or
2.
is it the responsibility of journalists
valuable,
In knowledge, when is there a trade-off
3.
accuracy and inclusion of different
between
What is the difference between a fair
4.
and a false balance with respect to
balance
a sweltering June day in 1988, James
“On
Hansen, then the director of NASA’s
E.
Institute for Space Studies,
Goddard
before a key committee of the
appeared
States Senate. Seated before a bank
United
cameras and a panel of grim officials,
of
delivered testimony that would
Hansen
to swing accepted wisdom on the
start
science of climate change. The
emerging
effect’, what we now know
‘greenhouse
climate change or climate disruption,
as
caused by human activity, mainly the
was
of fossil fuels since the dawn of
burning
Industrial Revolution, said Hansen
the
if the concept of global warming
Even
rising, it seemed another leap of
was
for most outside the scientific
faith
to believe humans could be
community
profoundly transforming something
so
vast and seemingly permanent as the
as
climate—and do it in as little as
Earth’s
hundred years. In trying to puncture
one
idea, Hansen and those like McKibben
this
their argument simply on science
based
made their case through explanatory
and
They talked about the ways the
writing.
effect would cause more
greenhouse
droughts and the sea levels to rise.
frequent
seemed to make what clearly has
They
a naive assumption: that by
proven
only the science, they could
presenting
swift, determined action to
provoke
their fossil fuel consumption.
reduce
was not much on their radar.
Politics
was a lot of coverage and most of it
‘There
smart,’ he says by phone from his home
was
Vermont. ‘Journalists talked to scientists
in
just reported it. It hadn’t occurred to
and
that it should be treated as a political
them
as opposed to a scientific one,’
issue
II. Perspectives
II. Perspectives
consensus had been clear.
Box 2.3: The danger of fair and balanced
and other scientists that day.
or the readers to decide whom to trust?
perspectives?
knowledge?
McKibben says of coverage in the late 1980s.
37
II. Perspectives
he adds, ‘It wasn’t long before the
But,
fuel industry did a good job of
fossil
it into a political issue, a partisan
turning
they could exploit, when they
thing
rolling out all the tools that we
started
understand as an effort to overcome
now
science. And their main target was the
the
The fossil fuel industry succeeded.
media.’
the ensuing years, the industry not only
In
over conservatives on the matter of
won
change, but they also played into
climate
media trope of balance and fairness.
the
What came next was what Penn State
…
climate scientist Michael E. Mann
University
the climate wars, and a principal line of
calls
was to question the work of reporters
attack
portrayed climate change as settled
who
It was the perfect line of attack, because
fact.
played into a core maxim of journalism:
it
be fair and balanced in presenting the
to
of a debate. Yet to do that, reporters
contours
frequently using [fossil-fuel] industry-
were
spokespeople as key sources about
backed
actual science—not about a debate over
the
policy solutions, of which industry
potential
fairly be a part. Yet since policy
should
to climate change could severely
solutions
profits, what better way to push back
choke
McKibben considered accurate
What
of climate change in the late
coverage
covering the science, not
1980s—reporters
politics—was in Gelbspan’s estimation
the
major, structural failure on the part of
a
in the 1990s. It began with who
journalists
assigned to cover the subject. ‘It was
was
science writers that were covering this
only
and they were not the types to follow
stuff
money,’ Gelbspan says. Climate change
the
in those years were taking a page
doubters
the fight against the regulation of
from
products, urging newspapers and
tobacco
and television networks to provide
radio
in their reporting of the science.
“balance”
was among the first to understand
Gelbspan
mettle were easily fooled or simply
lesser
caught up in the quotidian pressures
too
meeting deadlines. In this way, the
of
community successfully drove a
denialist
Merchants of Doubt, historians Erik
In
Conway and Naomi Oreskes trace
M.
history of industry-funded and
this
driven deception from
ideologically
acid rain, the ozone hole, and
tobacco,
to contemporary fights about
through
change. ‘Tobacco was the first
climate
systematic denialist campaign,’
big,
Oreskes. ‘The obvious lesson for
says
is to know that this exists, that
journalists
depends on appealing to journalistic
it
of balance and objectivity.’ But, she
virtues
In 2009 came a fact that would be oftrepeated—that
…
97 percent of scientists
expertise on climate and atmosphere
with
in a link between human-
believed
greenhouse gases and global
generated
That’s a level of consensus
warming.
slightly below that of the existence
only
gravity and equivalent to scientific
of
this level of confidence, says Oreskes,
Given
goal of journalists should have been
the
rather than balance. Journalists,
accuracy
other words, wouldn’t have provided
in
to a debate on gravity, giving equal
‘balance’
to someone asserting that it doesn’t
time
why would they for climate change?
exist;
for the two or three percent of so-called
As
Oreskes says journalists should
skeptics,
evaluating the motives for their dissent,
be
given the history of industry- and
especially
tank-led disinformation campaigns.
think
the factors that produce it,
Whatever
balance remains. USA Today, for
false
as a matter of policy requires
example,
an editorial on a ‘controversial’ topic
that
paired with an editorial arguing in
be
(Eshelman 2014)
opposition.”
2
wedge between scientists and reporters.
adds, ‘It leads journalists into a swamp.’
evidence linking tobacco use and cancer.
than to question the underlying science?
the folly of their claims. But journalists of
38
do denialists—or “evidence-resistant-minorities”—
How
the evolution of scientic and political opinion?
aect
article in the journal Cognition (Lewandowsky et al
An
suggests that consensus formation can be
2019)
when a small group of denialists resist evidence
delayed
an issue (such as anthropogenic climate change).
about
want to ensure that we are being scientically
We
while also communicating clearly with
precise,
on this very important issue. The phrase
readers
change’, for example, sounds rather passive
‘climate
gentle when what scientists are talking about is a
and
for humanity.
catastrophe
requires citizens to see things from
Democracy
another’s point of view, but instead we’re more
one
more enclosed in our own bubbles. Democracy
and
a reliance on shared facts; instead we’re
requires
echo chamber is a metaphorical term used to
An
a group in which beliefs and opinions
describe
reinforced by repetition (echoes), while
are
or opposing beliefs and opinions are
alternative
also suggests that this can cause the public to remain
It
about the reality of that issue. To counter
ambivalent
ambivalence, some advocates are using stronger
such
to communicate. As of May 2019, the UK
language
the Guardian recommended in its style guide
newspaper
journalists the terms “climate crisis” and “global
for
rather than “climate change” and “global
heating”,
The Editor in Chief of the Guardian, Katharine
warming”.
less often. In such a chamber, members
heard
or unintentionally engage with
intentionally
that reinforces their existing
information
As social environments, echo chambers
views.
make members feel more confident in
can
themselves, more trusting (and
expressing
critical) of the opinions discussed, but
less
pressured to withhold opposing views.
also
may also find it difficult to leave an
Members
chamber because of how entangled their
echo
cultural and political identities are with
social,
discourse.
the
terms “echo chamber” and “epistemic
The
are sometimes mistakenly used
bubble”
though there are important
interchangeably,
between the two. As Professor
differences
explains in “Escape the Echo Chamber”
Nguyen
linked article), in epistemic bubbles the
(the
opinions and voices are not heard,
opposing
in echo chambers these voices are actively
but
Further, while exposure to
undermined.
evidence can shatter an epistemic
contrary
it may have the effect of reinforcing an
bubble,
chamber.
echo
terms: aeon nguyen
Search
the echo chamber
Escape
bubbles are a type of epistemic bubble
Filter
from the filtering of online content
resulting
by search engines and social media,
delivered
on user information such as search history,
based
and past click-behaviour. For example,
location
news feeds and Google search
are customized for users based on this
results
(stored in “cookies”). Eli Pariser, a
information
II. Perspectives
II. Perspectives
Making connections
The science, politics and language of climate change
Viner, gave the following explanation.
(Viner quoted in Carrington 2019).
II.4 Echo chambers and filter bubbles
being oered parallel but separate universes.
(Pariser 2011)
political internet activist who coined the term,
39
II. Perspectives
argued that internet users can become
has
in their own cultural or ideological
isolated
effects have negative implications for civic
Both
as well as for democratic outcomes
discourse,
as elections, though the size of this effect
such
still debated. While activists such as Pariser
is
might this be the case? This section has
Why
how echo chambers and filter
considered
contribute to an increase in political
bubbles
and the spread of misinformation
polarization
political discourse. However, there is
in
side to the argument, that claims the
another
is with human behaviour, not our
problem
or offline environments but instead the
online
worked to raise awareness about them,
have
such as Elizabeth Dubois of the University
others
Ottawa believe that the influence of “echo
of
in social media has been highly over-
chambers
(Dubois quoted in Robson 2018). Still,
estimated”
observers agree that political polarization
many
increased and that media literacy is an
has
skill to develop for active citizenship.
important
case study considers two different
This
Eli Pariser warns us of the
perspectives.
isolation and potential for
intellectual
caused by filter bubbles. David
polarization
challenges this view, stating that social
Robson
will tend to increase the diversity of
media
that an individual encounters
perspectives
The extracts below are just a snapshot
online.
we recommend that you consider both
and
sources in full.
original
terms: Pariser Online
Search
bubble TED Talk
filter
asked a bunch of friends to Google
“I
and to send me screenshots
‘Egypt’
what they got … Daniel didn’t get
of
about the protests in Egypt at all
anything
his first page of Google results. Scott’s
in
were full of them. And this was the
results
story of the day at that time. That’s
big
different these results are becoming
how
. It’s not just Google and Facebook
…
Yahoo News, the biggest news site
either.
the Internet, is now personalized—
on
people get different things.
different
Post, the Washington Post,
Huffington
New York Times—all flirting with
the
in various ways. And this
personalization
us very quickly toward a world in
moves
the Internet is showing us what it
which
we want to see, but not necessarily
thinks
Source 2: Robson, D. 2018. “The Myth of the
2
bubbles of “likes”.
Case study
on echo chambers and
Perspectives
bubbles
filter
you look at any measures of what people think
If
people on the other side, [they] have
about
become vastly more hostile.
(Haidt quoted in Robson 2018)
Source 1: Pariser, E. 2011. “Beware Online
Filter Bubbles”.
friends we keep and the news we respond to.
what we need to see.”
Online Echo Chamber?”
40
terms: Robson BBC
Search
of online echo chamber
myth
Robson, writing for the BBC, describes
David
that show that while social media users
studies
exposed to more polarized news sources,
are
are also more exposed to sources with
they
viewpoints. This means that their
opposing
“diet” is more varied than that of users
media
regularly visit one or two internet news
who
There is also some evidence that social
sites.
users actively seek out diverse views
media
do not align with their existing beliefs and
that
the actual number of users caught up in an
that
chamber is lower than commonly stated.
echo
is, however, some evidence that users
There
become more, not less, entrenched in their
may
when presented with arguments from
beliefs
opposing side of their political position.
the
bubbles and echo chambers—
Filter
views compared
two
To what extent is Robson’s argument
1.
or divergent with Pariser’s and
consistent
Do Robson and Pariser make use of similar
2.
different kinds of evidence?
or
To what extent have you observed or heard
3.
this effect within your personal
about
What are the implications of online filter
4.
or negative?
bubbles—positive
How can the negative effects of online filter
5.
be diminished?
bubbles
Which groups of people are more
6.
to the influence of filter bubbles
vulnerable
preceding few pages have shown Eli Pariser,
The
Obama and The Economist magazine,
Barack
others, argue that echo chambers and
among
bubbles have contributed to the increase
filter
example, the concept of “motivated
For
is supported by research that
reasoning”
that people are so attached to their
shows
identities that they may unknowingly
political
their thinking to dismissing evidence
devote
disagrees with their beliefs. For example,
that
were seen to use more emotive
Republicans
in their online posts when exposed to
words
liberal viewpoints. This is a characteristic
more
echo chambers.
of
(2018) describes the psychological
Robson
of “self-licensing”, in which
concept
may feel that they have earned
individuals
right to their prejudice because they have
the
open-mindedness before. Robson
demonstrated
a 2008 study that found that people
describes
had supported Barack Obama inthe
who
Presidential election were more likely to
US
“Policy-makers should regulate the internet
7.
that what we see is ‘neutral’.”
so
what extent do you agree with this
To
statement?
would a “neutral” view look
What
and who could decide on its
like
(a) How do the responsibilities of
8.
governments and
individuals,
such as Google and
organizations
differ in controlling the
you expect these
Would
and this control to be
responsibilities
around the world, and why
consistent
why not?
or
political polarization of the past decade.
in
have also been implicated in the spread of
They
in political discourse. Consider
misinformation
2.1. Figure
II. Perspectives
II. Perspectives
express potentially racist views subsequently.
For discussion
(a)
(b)
the other arguments we have seen so far?
content?
network?
negative effects of filter bubbles?
(b)
and how can that be addressed?
41
II. Perspectives
media users report encountering a variety
Social
political beliefs in their online networks, at
of
according to a 2016 Pew Research Center
least
of 4,500 people in the United States (see
survey
of Facebook/Twitter users who say that most of the people in their
%
have political beliefs that are_____ to theirs
networks
2016, a team of researchers from Oxford
In
Stanford University and Microsoft
University,
whether internet use had led to
investigated
ideological segregation. They reported
increased
social networks and search engines are
that
with an increase in the average
associated
distance between individuals
ideological
of polarization). However, they also
(ameasure
that social networks and search engine
found
were “associated with an increase in an
use
Guess
Actual
exposure to material from his or
individual’s
less preferred side of the political spectrum”
her
et al 2016). The researchers noted that
(Flaxman
people still access online news by directly
most
their mainstream news websites of
visiting
not through social media (though this
choice,
have changed since then) and that the size of
may
effects of social media was relatively modest.
the
research team in 2018 reported that Twitter users
A
“to a large degree” exposed to opinions that
are
with their own. They also reported that those
agree
share political content from both sides of
who
political divide— “who try to bridge the echo
the
a social network cost in terms
chambers”—incur
how many followers they have and how many
of
their posts receive (Garimella et al 2018).
likes
a separate study, also in 2018, concluded
However,
“those who are interested in politics and
that
with diverse media diets tend to avoid
those
chambers … [and] only a small segment of
echo
population are ever likely to find themselves
the
an echo chamber” (Dubois, Blank 2018).
in
finally, researchers from Facebook
And
the existence of echo chambers
investigated
10 million users and found that while
among
feeds tend to show people less diverse
news
2
EU immigration as % of UK population
% of UK child benefit paid to kids living in EU
% of EU budget spent on admin
% of international investment into UK by EU
% of international investment into UK by China
0
10 20 30 40 50
Misperceptions among UK survey respondents about how the EU aects life in the UK. Data
Figure 2.1
source: UK newspaper The Financial Times.
Figure 2.2).
23
5 53 19
17 6 39 37
Pew Research Center survey conducted 12 July–
Figure 2.2
8 August 2016, “The political environment on social media”: most
Facebook and Twitter users’ online networks contain a mix of people
with a variety of political beliefs.
political information, this was driven more
42
users’ posting behaviour than algorithmic
by
of content (Bakshy et al 2015). Of course,
ranking
seems a convenient conclusion for Facebook
that
but Kartik Hosanagar, professor at
researchers,
we acquired our news media from a randomly selected
If
of Facebook users, nearly 45 percent of news
group
by liberals and 40 percent seen by conservatives
seen
Facebook would be cross-cutting. But we acquire
on
news stories fromour friends. As a result, the
these
found that only 24percent of news stories
researchers
by liberals’ friends were cross-cutting and about
shared
percent of stories shared by conservatives’ friends
35
cross-cutting. Clearly, the like-mindedness of our
were
friends traps us in an echo chamber.
newsfeed algorithm further selects which of the
The
news stories to show you. This is based on your
friends’
interaction with friends. Because we tend to engage
prior
with like-minded friends and ideologically similar
more
the newsfeed algorithm further reduces the
websites,
of cross-cutting news stories to 22 percent
proportion
liberals and 34 percent for conservatives. Facebook’s
for
worsens the echo chamber, but not by much.
algorithm
questions about whether our online
The
networks produce echo chambers and
social
bubbles, and to what extent these have
filter
political effects, remain open. This
polarizing
of lack of consensus is one that shows
problem
repeatedly in this book. Different knowledge
up
from the knower? Can they be
independent
“neutral”?
politically
in 1999 about the production of
Writing
under colonialism, Linda Tuhiwai
knowledge
argues that the nature and validity of
Smith
forms of knowledge became commodities
specific
Wharton School, believes that the study was
the
and agrees that it is “the like-
well-designed
of our Facebook friends that traps us
mindedness
an echo chamber”, explaining as follows.
in
the question is which of these news stories do
Finally,
click on. The researchers nd that the nal proportion
we
cross-cutting news stories we click on is 21 percent
of
liberals and 30 percent for conservatives … . We
for
prefer news stories that are likely to reinforce our
clearly
views rather than challenge them.
existing
we believe a research study conducted by
Should
researchers that absolves the company’s
and places the blame squarely on us? I
algorithms
the study is well-designed. That said, I disagree
think
a key conclusion of the Facebook study. It is true
with
our friendship circles are often not diverse enough,
that
Facebook can easily recommend cross-cutting
but
from elsewhere in its network (e.g. “what else
articles
Facebook users reading?”). That the news being
are
[in] our feeds is from our friends is ultimately a
shown
within the academic disciplines
communities
developed processes for reaching consensus
have
dealing with disagreement. But what about
and
public? the
research institutions developed systems
Western
“organizing, classifying, and storing new
for
about the world. Within the context
knowledge”
colonialism, this practice of gathering and
of
knowledge can be viewed as part of a
storing
of “power and domination”.
system
II. Perspectives
III. Methods and tools
III. Methods and tools
constraint that Facebook enforces.
(Hosanagar 2016)
Are the tools and methods of knowing
I I I . M E T H O D S A N D T O O LS
of colonial exploitation. Smith explains how
43
III. Methods and tools
Lorde said you can’t dismantle the master’s
Audre
with the master’s tools. I think about this powerful
house
radicals, liberals, conservatives, and reactionaries,
By
in the masters’ knowledge is seen as
education
inevitably to consciousness of oppression and
leading
and so to the subversive desire for equality
exploitation,
justice. Liberals support and reactionaries oppose
and
free education, public schools, uncensored
universal
metaphor seems to say that education is
Lorde’s
to social change. If nothing the master
irrelevant
can be useful to the slave, then education in
used
masters’ knowledge must be abandoned. Thus an
the
must entirely reinvent society, achieve a
underclass
knowledge, in order to achieve justice. If they don’t,
new
is plausible. Revolutions generally fail. But I see their
This
beginning when the attempt to rebuild the house
failure
work of thinkers such as Linda Tuhiwai
The
and Ursula K. Le Guin draws our attention
Smith
how the tools and methods of producing
to
also have politics. These tools and
knowledge
used to describe and explain the world,
methods,
be used to liberate and empower, or to
can
and misrepresent. They are the products
oppress
the politics of their time. We explore this in
of
the link to find out more about Maria
Follow
“Balkanism”.
Todorova’s
terms: Westsplaining
Search
Balkans
the
(a) Who has the power to legitimize
1.
and who does not?
knowledge,
(a) What are some global currents in the
2.
of knowledge production?
politics
everybody can live in it becomes an attempt to grab
so
the saws and hammers, barricade Ole Massa’s tool-
all
and keep the others out. Power not only corrupts, it
room,
Work becomes destruction. Nothing is built.
addicts.
change with and without violence. Reinvention
Societies
possible. Building is possible. What tools have we to
is
with except hammers, nails, saws—education,
build
to think, learning skills?
learning
there indeed tools that have not been invented,
Are
we must invent in order to build the house we
which
our children to live in? Can we go on from what
want
know now, or does what we know now keep us from
we
what we need to know? To learn what people of
learning
the women, the poor, have to teach, to learn the
colour,
we need, must we unlearn all the knowledge
knowledge
the whites, the men, the powerful? Along with the
of
and phallocracy, must we throw away science
priesthood
democracy? Will we be left trying to build without
and
tools but our bare hands? The metaphor is rich and
any
I can’t answer the questions it raises.
dangerous.
Said draws attention to this in his book
Edward
Maria Todorova, writing in the
Orientalism.
of Western imaginations of the Balkans,
context
“Balkanism”. When these views are given
offers
they become internalized and hold
legitimacy,
not just to describe the world, but to shape
power
But can these same tools—concepts, theories,
it.
reclaimed as tools of liberation?
explanations—be
are the consequences of this for
What
knowledge about the Balkans?
creating
What steps can we take to use knowledge
3.
further social justice and engaged
to
Perhaps the most widespread act of
4.
is voting. What kinds of
citizenship
are useful and necessary in
knowledge
this political act?
performing
the next section, we look at the issues of
In
involved in deciding who to vote for.
knowledge
2
The master’s tools
metaphor, trying to understand it.
discussion at the universities for exactly the same reason.
the revolution will fail.
(Le Guin 2004)
depth in each chapter on the AOKs.
For reflection
(b)
Considering knowledge
citizenship?
Consider the following questions.
(b)
Where does this power come from?
44
III. Methods and tools
III. Methods and tools
Voices: Joseph Mitchell from
thousands of candidates: their name, website, social
media, a photo and a statement. Again, none of this
Democracy Club
is provided by the authorities. Other volunteers then
check the work of the rst volunteers. Like Wikipedia,
we record every edit by every user, to ensure quality
is kept up and to track any malicious edits. Because
citizens themselves produce the information and like
Wikipedia, anyone can edit the database of election
candidates, we hope this leads to greater trust in the
information. It was made by ‘people like me’ not by
some faceless institution.
Should the state provide information on elections?
To an extent, of course. But there’s a trade-off
between independence from the state, which may
be necessary to be trusted and non-partisan, and
effectiveness/reach, which can really only be
“I help run Democracy Club, a not-for-prot organisation
achieved with state resources. In Germany, a state
in the UK. Our vision is of a country with the digital
institution actually runs a ‘voter advice application’
foundations to support everyone’s participation in
where you answer some questions and it suggests
democratic life. We start with elections, because that’s
parties that hold similar views. This relies on
where people are most often looking for information.
Germany’s high levels of trust in the state, which
The best time to serve people is when they’re actively
would be hard to match in the UK.
looking for something. Online search data tells us
Is it okay to rely on volunteers? Yes, they do an
that people ask perhaps surprisingly basic questions
about elections: who should I vote for? Who are the
amazing job. We record all edits and can roll back to an
earlier version of a record if there’s vandalism. We also
candidates? Where do I vote? How do I vote?
require an email to log-in to track user edits. Mistakes
The state doesn’t provide these answers. We worry that
are rare, vandalism is extremely rare. We see people
in the absence of easily accessible information, people
of all parties and none adding data. It’s a chance to
will switch o democracy. So we create databases of
volunteer for the good of democracy, rather than to
elections, candidates, polling locations and election
push your own views.
results. We make these open for anyone to use at no
charge and we use these databases ourselves to run
People are busy: ideally information will reach them
where they are. So we encourage Facebook and Google,
voter information websites: WhoCanIVoteFor.co.uk and
WhereDoIVote.co.uk.
the most used websites or applications in the UK,
to present our data to their users in the run-up to an
We are a non-partisan organisation. We treat all
election. Both companies are cautious, but recognise
candidates and parties equally. We need to do this
they have immense power and they are currently keen
to gain and maintain the trust of the public. This
to improve their public image.
approach means that we give candidates an equal
platform, so long as they’re legally nominated.
Of course, democracy isn’t just elections. How do you
get information about all decisions that are being made
Personally, I would have a problem if a candidate was
advocating policies that would breach fundamental
that will aect your life and how do you get to have a
say in them? Democracy is complex and messy. There’s
human or political rights. But that’s for the users to
decide. It’s important that the public know what the
no digital technology solution to solve all problems. But
we can ensure that data on politicians, votes, lobbying,
candidates stand for.
budgets and so on, is accessible. It’s the rst step.
For transparency and trust, we work openly: you
The fact I’ve thought it necessary to provide more
can see what we’re currently working on; you can
critique it; contribute; or ask us questions. Those
information on elections seems obvious, objective and
neutral to me. And the vast majority of people I meet
with technical knowledge can access the code
that powers our databases and websites. We have
seem to agree. But implicit in it is a value judgement
that says voters should know more about their
thousands of volunteers who gather data on tens of
45
III. Methods and tools
Should we test people’s knowledge before
candidates.
them to participate? I’m not sure. Every person
allowing
but some voices are better informed than
matters,
As a society we all benet by increasing political
others.
But this kind of information faces tough
knowledge.
for people’s attention. The advertising
competition
of consumer goods companies—to sell you a
budgets
of shoes—are vast. Modern consumer capitalism
pair
all your attention. This doesn’t help democracy;
wants
that’s before we talk about money in politics.
and
give democracy a ghting chance, it’s vital that a
To
easy-to-use quick-to-understand service exists
brilliant
on truth—Philippines is
War
zero
patient
terms: Ressa War on
Search
Philippines Al Jazeera
truth
Ressa, journalist and founder of the news
Maria
Rappler, was honoured by TIME magazine
site
has been called a “guardian in the war on
She
(Quinn/Al Jazeera 2019). In the linked
truth”
she speaks about how social media has
video,
weaponized by authoritarian leaders in
been
What can we learn from cases where the same
1.
tools that had potential to be liberating
digital
Knowledge at the intersection of
III.1
subcultures and politics
digital
looks as if 2016 may have been the year when
It
media finally lost the ability to
mainstream
online political dialogue and debates. It
shape
remembered for the rise of post-truth politics,
is
in II.2. A lot has been written about
discussed
the phenomenon of fake news and its
how
on social media co-produced a climate of
spread
politics where the political discourse
post-truth
I came to help set up Democracy Club
Personally,
I think better political decision-making is critical
because
every aspect of our society. It determines if our society
to
better, if we can reduce suering and increase
gets
and whether we make better-evidenced
wellbeing,
In theory, democracy harnesses the ‘wisdom
decisions.
the crowd’, i.e. together we know more than alone.
of
good access to information, a thriving debate, then
With
decision taken after a vote, it seems likely you will get
a
outcomes. So democracy is extrinsically useful.
better
there’s also interesting evidence that suggests it is
But
important too: we literally feel better when
intrinsically
people don’t know what is real and
“When
is fake, when facts don’t matter, then
what
voice with the loudest megaphone
the
more power … . Free speech is being
gains
How are the processes of producing and
3.
disinformation similar to or
disseminating
from how knowledge is produced
different
shared?
and
How has the rise in the power of networks
4.
the influence of individuals over
affected
Is it any more or less possible to
politics?
significant political change as an
create
increasingly disconnected from facts and
become
claims.
evidence-based
increase in fake news is widely viewed as a
The
to democracy. There has been a fast and
threat
response by educators towards equipping
robust
people with the tools for intellectual
young
on the post-truth internet. Studies
self-defence
shown that younger people on average
have
significantly less likely to believe and repost
are
fake news. Indeed, the single most reliable
2
we feel we have a say in issues that are aecting us.”
to provide this information.
For discussion
as Person of the Year in 2018.
used to stifle free speech.” (Ressa 2019)
What kinds of knowledge does Ressa
2.
are required to defend truth and
suggest
democracy against disinformation today?
the Philippines, and her battle against it.
individual?
are instead weakening democracies?
46
of who falls for fake news is not
predictor
or political affiliation, but age. As
ideology
natives, your generation has the literacy
digital
better navigate the online world. This section
to
another phenomenon from 2016, which
examines
have had an outsize effect on the political
may
on where and how old you were
Depending
the time, you may have encountered the
at
Meme War of 2016. Meme culture can be
Great
baffling to the uninitiated; it was
profoundly
these grounds that it was initially dismissed
on
underestimated by mainstream political
and
There is a growing appreciation today
culture.
political memes have transcended their
that
beginnings in digital subcultures and
obscure
a profound influence on young people’s
have
can also shape political life more
Memes
Certainly, memes can set the tone of
broadly.
debate, especially for young people,
political
was the case with Bernie Sanders’ Dank
as
Stash Facebook group and The Donald
Meme
in the lead-up to the 2016 US
subreddit
literacy aects the online political discourse
Digital
dierent people’s ability to participate and
and
to it. The question of digital literacy is
contribute
in Chapter 3.
discussed
culture moves at a dizzying pace and
Meme
playing catch-up are regularly outed as
those
When Hillary Clinton learned how
normies.
dab on “The Ellen DeGeneres Show”, urged
to
to Pokémon GO to the polls, and took to
voters
asking followers to summarize how they
about their student debt in three emojis or
feel
it backfired and was seen as exploiting youth
less,
culture for political gain. That an entire genre
pop
fairly popular memes exists about how “the
of
can’t meme” only suggests that the liberal
left
is falling behind in this political
mainstream
This could matter beyond who is cool
tactic.
uncool on the internet, and have material
and
user-generated content, made up of
Viral
inside jokes, dominated the
subcultural
online media outlets in terms of
established
the newly politicized youth. Below
reaching
the words of 26-year-old Sean Walsh, one of
are
two original moderators of Bernie Sanders’
the
generation’s memes are that generation’s
This
or Hungton Post… . Seriously, memes
C-SPAN
going to be very prevalent in politics. They’re
are
to get ideas into your head.
going
those who worry that “the future of
Might
discourse only gets shallower and less
political
(Dewey 2016) have a point?Or is
informed”
worry misplaced or overstated?
this
III. Methods and tools
III. Methods and tools
Making connections
Digital literacy
sensibilities of the younger generations.
Case study
Pepe the Frog, Harambe and the
divisive politics of digital antiestablishment
subcultures
political affinities.
implications for the future of political discourse.
Dank Meme Stash.
(Walsh quoted in Dewey 2016)
Presidential election.
47
III. Methods and tools
end of the political spectrum
Whichever
originated from, these memes carried a
they
anti-establishment sentiment and
signature
in volumes that had no parallel among
came
have offered the example of meme
We
surrounding the US Presidential
culture
because it might be culturally
election
linguistically accessible to many
and
of this book. But outside of
readers
politics, and indeed the English
US
internets, political memes are
language
in various contexts. Discuss the
produced
How would you explain their success
4.
reach, or their lack of success
and
To what extent are memes an effective
5.
of communicating knowledge
form
What are the limitations of memes in
6.
of communicating knowledge
terms
politics, and how might these
about
be overcome?
limitations
meme subcultures are generally
Political
subversive, grassroots and
youth-led,
In other words, they are everything
collective.
the cyberevangelists told us to be
that
power of the internet. These
democratizing
also marked progressive
characteristics
may have expected political memes and
We
who produce them to also be politically
those
we may have been wrong.
progressive—and
Nagle is author of Kill All Normies:
Angela
Culture Wars from 4Chan and Tumblr
Online
Trump and the Alt-Right and wrote the
to
describes the online alt-right as a
Nagle
group of anti-politically-
heterogeneous
meme-makers, trolls and abusers,
correct
unified in their suspicion of insincerity
loosely
competitive liberal virtue-signalling. In
in
of her more controversial claims Nagle
one
that these groups were at least partly
suggests
backlash against the moral high-grounding
a
self-righteousness of the organized online
and
shaming phenomenon. She claims it was
public
a reaction to the performative wokeness of
also
politics, with its overzealous policing
identity
any and all linguistic and cultural offences.
of
again, it is impossible to disentangle who
Then
reacting to whom in the feedback loops of
was
that followed.
outrage
see how this happened, and why so many
To
not see it happening until it did, let’s take a
did
look at the transgressive methods adopted
closer
the digital alt-right, enabled by the same
by
tools that accompanied the Arab
technological
Occupy Wall Street, Anonymous and
Spring,
2
countercultural groups of past decades.
the mainstream media.
For discussion
Political memes
following.
This was unlike the culture wars of the 60s or the
90s, in which a typically older age cohort of moral
and cultural conservatives fought against a tide
of cultural secularization and liberalism among
theyoung.
(Nagle 2017)
followingquestions.
1. What do political memes look like in
your context?
What do you know about who
2.
them, and why? Where do
produces
they appear?
What would you say is their influence
3.
the political affinities of your
on
generation?
andreach?
about politics?
excited about in terms of the organizing and
Wikileaks.
48
we have to talk about a frog. Pepe was
First
by Matt Furie in 2005 in his comic
drawn
Club and was turned into a meme on
Boy’s
boards and some not exactly family-
message
corners of the internet. Soon there
friendly
Sad Pepe, Angry Pepe, Smug Pepe and
was
Pepe was tweeted into mainstream
more.
by Katy Perry, followed by
prominence
others including the Russian Embassy
many
the UK. Pepe went from fame to infamy
in
being reclaimed by the digital alt-right
after
the /pol/ board of 4chan and /r/The_
on
on Reddit, where Pepes, including
Donald
transgressive and offensive ones,
some
deployed in the Great Meme War. It is
were
to say when things peaked, but the
difficult
campaign releasing an explainer on
Clinton
the Frog on its official website might
Pepe
been it. “That’s Pepe. He’s a symbol
have
with white supremacy” reads the
associated
which continues in questionand-answer
condemnation,
style until the stand-in reader
“[t]his is horrifying” (Chan 2016).
concludes,
weeks later, Pepe became an official
Two
symbol and Pepe memes with racist
hate
other bigoted content were added to the
and
League’s database. Furie
Anti-Defamation
hard to reclaim Pepe, launching the
tried
campaign in partnership with the
#SavePepe
League to get Pepe back
Anti-Defamation
online bigots. As you can probably
from
this has not worked.
guess,
we see reflected in the Pepe story
What
always political in a wider sense than
was
Figure 2.3 In 2019–2020, Pepe was used by pro-democracy
mania exceeded any expectations of
Harambe
participation. If your digital detox
popular
with the week when the Harambe
coincided
took off, you would have returned to a
meme
baffling internet where everyone wanted
very
be in on the joke. Transgression has long
to
a tactic for social resistance, powerfully
been
often by young people, to
deployed,
and destabilize stale social norms
undermine
cultural taboos. It is not difficult to mock
and
online world where viral content and
an
on social networks regularly drown
outrage
information about global issues of
out
urgentimportance.
are transgressive memes, with their cynical
So,
confronting intellectual conformity
mockery,
drawing attention to the hypocrisies of
and
political discourse? Or is it transgression
online
its own sake—just “for the lulz”—without
for
intended political outcome? Even
any
are we reading too much into what is
worse,
overt bigotry?
effectively
we answer these questions matters.
How
memes that challenge
Anti-establishment
and are critical of entrenched
conventions,
positions, expressed in an aesthetic
political
language that appeals to and sometimes is
and
fully grasped by young people, can be a
only
III. Methods and tools
III. Methods and tools
When a gorilla named Harambe was shot dead at
the Cincinnati Zoo that year after a child fell into his
enclosure, the usual cycles of public displays of
outrage online began as expected with inevitable
competitive virtue signaling. At rst, emotional and
outraged people online blamed the child’s parents
for the gorilla’s death, with some even petitioning to
have the parents prosecuted for their neglect. But
then a kind of giddy ironic mocking of the social
media spectacle started to take over. The Harambe
meme soon became the perfect parody of the
sentimentality and absurd priorities of Western
liberal performative politics and the online mass
hysteria that often characterized it.
(Nagle 2017)
presidential campaigns and elections.
protesters in Hong Kong as a symbol of their resistance against
China’s central government
powerful way of communicating about politics.
49
III. Methods and tools
IV. Ethics
the same time, though, anti-moral,
At
subversive, offensive, racist, sexist
irreverent,
regularly bursts out of the memefactories
content
in the dark corners of the internet and
more conventional social network spaces
into
influence many young people’s political
that
affinities and ideas. How you
identities,
these, distinguish between them,
encounter
hold yourself and others accountable in
and
political spaces, is part of the skill set of
online
this note of personal accountability and
On
responsibility for how we behave in
collective
LeGuin, the IBO asks, in relation to
Like
and politics, “Can we know what
knowledge
forms of justice are relevant to the theme
Various
knowledge and politics. The idea of epistemic
of
for example, is discussed in Chapter 1,
justice,
In the context of the public sphere and open
IV.3.
there are issues of justice regarding
dialogue,
perspectives have access to a platform,
which
are thus more widely heard. And at the
and
of politics and technology, the issue
intersection
justice shows up in social media, filter bubbles
of
echo chambers, which we discuss earlier in
and
chapter. In the next section we focus on how
this
engage with ethical issues on university
youth
How much do you need to know
1.
sharing a political video,
before
To what extent does it matter how
2.
of your friends have shared it,
many
political spaces, we move into a section
online
to the ethics of knowledge in politics.
dedicated
educational institutions with the task of
As
young people for active and productive
preparing
in society, universities have a special
participation
important role with regard to knowledge
and
politics. For example, political activism
and
US campuses in the 1960s played a key role
on
the civil rights and anti-war movements, as
in
as the movements for the rights of women
well
sexual minorities. Because of their role
and
producing and disseminating knowledge,
in
are said to be freer than the rest
universities
society. How does privileging the freedom
of
speech and scholarship affect the politics of
of
in these special public spaces?
knowledge
is only in very specific cases that limitations on
It
freedom are put in place, such as when there
this
concerns about violence or violations of the
are
In recent years, however, the tension between
law.
and safety has profoundly affected
freedom
discourse on university campuses. As safe
the
2
For ref lection
How would you decide whether a
post is unacceptable?
petition or meme?
digital citizenship.
and which ones?
I V. E T H I C S
last words of the Mahabharata are, ‘By no means
The
I attain a goal beyond my reach’. It is likely that
can
a human idea, is a goal beyond human reach.
justice,
IV.1 Campus politics: Pluralism,
academic freedom and no-platforming
We’re good at inventing things that can’t exist.
(Le Guin 2004)
justice is and what it requires?”
campuses and social media networks.
spaces, trigger warnings and politically correct
50
become more common, some observers
speech
asked whether these come at the expense
have
pluralism and deep dialogue. Is the university
of
shifting from being a place that is safe
campus
political differences, to a place that is safe from
for
differences? The political phenomenon
political
(or alternatively deplatforming)
No-platforming
limiting, restricting, denying or
means
access to a venue or an audience to
revoking
perspectives that might be offensive or
certain
There have been numerous instances
inflammatory.
a controversial guest speaker is blocked
where
the exception of hate speech—is
When—with
appropriate to deplatform a political view?
it
about your own answer to this question,
Think
explore the Disinvitation Database (linked
then
a crowd-sourced register of events
below),
an invited speaker has been blocked from
when
terms: Disinvitation
Search
FIRE
Database
website’s user’s guide
The
instructions on how to use the database.
contains
What do you notice about the timeline of
1.
or the profile or profession
disinvitations,
How have the topics brought up as reasons
2.
disinvitation changed over time?
for
What else do you notice about the success
3.
of disinvitations, the types of events
rate
another perspective on this issue and
For
investigation into the question
further
follow the link to the article “Why
above,
is sometimes a justifiable
no-platforming
terms: aeon Why no
Search
is sometimes a
platforming
the claim that “No-platforming
Consider
to intolerance and the
contributes
of political views” and the
polarization
that “No-platforming protects
counterclaim
the proliferation of intolerant and
against
political views”.
polarizing
in a pair or small group, come up
Working
a set of arguments and examples in
with
look at the evidence you have been able to
Next,
in support of the claims. Which claim
produce
consider the implications of your
Finally,
What are the consequences for
conclusion.
depending on whether you decide
knowledge
or in favour of no-platforming?
against
your explorations of the Disinvitation Database
In
may encounter calls for blanket bans on
you
perspectives or petitions to deny someone
certain
right to address the student public. When
the
are unsuccessful, a host of disruptive tactics
those
been used, ranging from walkouts to the
have
veto”—escalating noise and disruption
“heckler’s
the event can no longer continue.
until
have faced the criticism
No-platformers
limiting the right to speak is a threat to
that
And yet, some no-platformers argue
freedom.
a speaker who fails to explicitly condemn
that
deserves to be directly confronted.
injustice
confrontations are often not conducted
These
the spirit of respectful, or even peaceful,
in
Consequently, no-platformers
disagreement.
also been criticized for their offensive
have
and hostile actions.
language
appeal to mutual respect crops up regularly
The
conversations around campus politics, but this
in
is also central to engaging with difference
value
TOK and in the IB. To discuss the politics of
in
IV. Ethics
IV. Ethics
Practising skills: Exploring
perspectives and drawing implications
known as no-platforming shines a light on this.
support of each of these claims.
from speaking at a university campus, for example.
is more convincing? What is your conclusion?
addressing students on campus.
For reflection
Disinvitation
of the disinvited speakers?
or the political affiliation of the speakers?
position”.
respectability we turn to the example below.
justifiable position
51
IV. Ethics
offence enters the picture, it can be
When
to continue a dialogue between
challenging
perspectives. But what does it mean
different
something to be offensive in the context of
for
these two op-eds regarding an
Consider
at a local board of education. When
incident
“offensive” about showing disrespect, and
is
is it about causing harm?
when
terms: Kaleem Caire
Search
need to learn
Children
terms: Respectability
Search
urgent challenges in
politics
Does calling for respect reduce the power
1.
marginalized groups to challenge the
of
Is the politics of respectability a way for
2.
in power to maintain power and
those
the strategies of those who
discredit
them? Or is mutual respect
challenge
for effective dialogue and
necessary
with differences in perspective?
engaging
Disrupting politics with
IV.2
technology
psychographic
following quote is from Alexander Nix, CEO
The
Cambridge Analytica.
of
just put information into the bloodstream to the
We
and then watch it grow, give it a little push
internet
now and again over time to watch it take shape.
every
so this stu inltrates the online community and
And
but with no branding—so it’s unattributable,
expands
untrackable.
quoted by UK television station
(Nix
4 in 2018)
Channel
3, III.2 considers the research of
Chapter
Kosinski, David Stillwell and Thore
Michal
of the Cambridge Psychometric Centre.
Graepel
researchers’ findings from a 2013 study
The
that a person’s personality traits could
suggested
predicted using their Facebook Likes and
be
follow-up 2015 study by Kosinski, Stillwell
a
Wu Youyou suggested that an artificial
and
(AI) could use Likes to predict
intelligence
individual’s personality more accurately
an
even close friends and family. Eventually
than
research earned the attention of Strategic
their
Laboratories (SCL) and
Communications
subsidiary Cambridge Analytica, both of
its
were heavily implicated in attempting
which
influence the 2016 US Presidential election
to
the UK’s Brexit referendum. Indeed in
and
Alexander Nix, then CEO of Cambridge
2016,
are thrilled that our revolutionary approach
We
data-driven communication has played
to
an integral part in President-elect Trump’s
such
extraordinarywin.
Analytica claimed to use personality
Cambridge
to analyse voters’ behaviour, values
data
opinions, and then send them tailored
and
to nudge them in the direction of
advertising
Analytica’s client. This was called
Cambridge
It was not a new practice;
microtargeting.
political observers noted that it had been
some
effectively in Obama’s 2012 campaign.
used
refers to the process of analysing
Microtargeting
to predict the behaviour, interests and
data
held by specific groups of people and
opinions
serving them messages they are likely to
then
was new about Cambridge Analytica and
What
was how much data they had and what
SCL
claimed to be doing with it. Alexander Nix,
they
former CEO of Cambridge Analytica and
the
former director of SCL, has claimed that the
a
profiles of some two-hundred-and-twenty
data
2
For discussion
What is offensive?
politics and justice?
respect
Analytica, exclaimed the following.
madison schools
status quo?
(Nix quoted in Ahmed 2018)
respond to.
million Americans were kept by SCL, and that
52
of these profiles contained thousands of
each
points. SCL marketing material claimed
data
they had developed sophisticated analytical
that
in order to use these huge data sets to sway
tools
Wigmore, the communications director
Andy
Leave.eu—one of the two major campaign
of
supporting the UK’s withdrawal from the
groups
Union (EU)—has said that Cambridge
European
assisted his group because of the
Analytica
interests of their investors. The Leave.
shared
campaign used social media data and AI
eu
target voters with highly individualized
to
of different
advertisements—“thousands
of advertisements”—depending on their
versions
according to Cadallawar (2017).
personalities,
Banks, founder of the organization Leave.
Arron
would later state that Cambridge Analytica’s
eu,
AI won the referendum for those
world-class
Luntz, American pollster, reacting after the
Frank
US Presidential election results commented
2016
one saw it coming. The public polls, the experts,
No
the pundits: just about everybody got it wrong.
and
were wrong-footed because they didn’t
They
who was going to turn out and vote.
understand
for Cambridge Analytica … They gured out
Except
to win. There are no longer any experts except
how
observers have since cast doubt on such
Several
as overstating Cambridge Analytica’s
claims
and influence. But how did Cambridge
success
obtain all its data? For the US
Analytica
a sizeable amount came via Aleksandr
market,
an assistant professor formerly at the
Kogan,
Psychometric Centre. He developed
Cambridge
app called This Is Your Digital Life that
an
psychometric quizzes to Facebook
provided
in exchange for their results and data, and
users
data of their friends. In the summer of 2014,
the
200,000 people used his app, providing
over
30 million user records for Cambridge
over
Analytica.
an interview on BBC Radio 4 in March
In
Kogan said that he had been used as
2018,
scapegoat, maintaining that Cambridge
a
had approached him, written the
Analytica
of service for the app and told him his use
terms
Facebook data was legal and appropriate. He
of
led to believe that thousands, if not tens of
was
of apps were exploiting their users’
thousands,
in the same way. He also claimed he had
data
profited from this collaboration personally
not
that the money he received was mostly
and
to pay the participants—each participant
used
generally, Kogan raised concerns
More
the social networking business model.
about
Analytica had allegedly used
Cambridge
Facebook data for micro-targeting, but
people’s
were other platforms and social networks
so
Twitter and Instagram, whose profits
like
derive from advertising. When someone
mostly
an account, they essentially sign an
creates
to be sold to advertisers for microtargeting
agreement
in exchange for access to a desirable
that costs large amounts of time,
product
and money to run.
expertise
the effectiveness of its political microtargeting,
about
claims that fuelled a hysteria following
scandal that people were being manipulated
the
vote for the “wrong” outcomes in a post-truth
to
IV. Ethics
IV. Ethics
voting patterns (Mayer 2017).
being paid between $3 and $4.
wishing to leave the EU (Cadwalladr 2017).
as follows.
Users
United States
70.6 millions
1.2
Philippines
Indonesia
1.1
Cambridge Analytica.
1.1
United Kingdom
0.79
(Luntz quoted in Wood 2016)
Mexico
0.62
Canada
India
0.56
0.44
Brazil
Vietnam
0.43
Australia
0.31
Figure 2.4
Where Cambridge Analytica improperly accessed
Facebook user data, according to www.theatlas.com
Cambridge Analytica made extravagant claims
53
IV. Ethics
enabled by technology. Prosecuting
environment
Analytica, or its campaign clients,
Cambridge
complicated because the nature of their
was
meant only the people being targeted
medium
improved Cambridge Analytica’s messaging
AI
If an advertisement does not get
iteratively.
on, it is automatically tweaked based
clicked
the personality profile and served again; if
on
is clicked on, the person is shown more such
it
How much did this influence political
content.
Without controlled experiments it is
outcomes?
to know.
hard
Albright, assistant professor and data
Jonathan
Elon University, believes the influence
scientist,
is a propaganda machine. It’s targeting people
This
to recruit them to an idea. It’s a level of
individually
engineering that I’ve never seen before. They’re
social
people and then keeping them on an
capturing
Analytica’s data allowed campaigners
Cambridge
optimize candidates’ campaign movements.
to
Analytica claimed that they saw small
Cambridge
based on engagement with people’s
openings,
posts, in Michigan, Pennsylvania and
—known as the “blue wall”, because
Wisconsin
are traditionally democratic states—and
they
Trump scheduled events there. The Clinton
so
mocked him at the time, but apparently
analysts
was the small margins in Michigan,
“it
and Wisconsin that won Trump the
Pennsylvania
(Anderson, Horvath 2017).
election”
October 2016, Nix made the following
In
statement.
in the United States we have somewhere
Today
to four or ve thousand data points on every
close
So we model the personality of every
individual…
across the United States, some 230 million
adult
has been used for centuries,
Propaganda
online networks may have increased the
but
and efficacy of political persuasion.
precision
beginning of this chapter explored how
The
emotions and fake news spread quickly
intense
social networks. SCL (parent company
through
Cambridge Analytica) described itself as “the
of
election management agency”, using
premier
such as “psychological warfare” and
words
operations” (Weinberger 2005). SCL
“influence
to have influenced elections and other
claimed
outcomes in Italy, Latvia, Ukraine,
political
Afghanistan, Romania, South Africa,
Albania,
Kenya, Mauritius, India, Indonesia,
Nigeria,
Philippines, Thailand, Taiwan, Colombia,
the
St Vincent and the Grenadines, St
Antigua,
and Nevis, and Trinidad and Tobago. An
Kitts
for Politico stated that SCL used “military
article
campaigns to social media
disinformation
and voter targeting” (Vogel, Parti 2015).
branding
is also alleged to have operated extensively
SCL
developing countries to manipulate public
in
and claimed to be able to instigate
opinion
It certainly sounds like something from
coups.
James Bond or Mission Impossible films
the
it did not help that SCL and Cambridge
and
were backed by a reclusive hedge fund
Analytica
called Robert Mercer.
billionaire
Potter, President of Campaign Legal Center,
Trevor
non-profit organization that works to reduce
a
influence of money in politics and to support
the
access to voting, reacted as follows.
unrestricted
a random billionaire can change politics
Suddenly,
public policy—to sweep everything else o
and
table—even if they don’t speak publicly, and
the
if there’s almost no public awareness of his or
even
many observers, including political
However,
academic experts, have voiced scepticism
and
these claims. It is a big leap to go from
about
personalities to influencing voting
understanding
Could behavioural microtargeting
decisions.
be powerful enough to sway elections and
really
There is some evidence to suggest
referendums?
its influence has been grossly exaggerated.
that
2
on social media could see them.
is substantial.
emotional leash and never letting them go.
(Albright quoted in Cadwalladr 2016)
herviews.
(Potter quoted in Mayer 2017)
people.
(Nix 2016)
54
Hersh, professor of political science at Tufts
Eitan
and author of Hacking the Electorate
University
idea that some additional piece of information in
The
overwhelming wave of data going into people’s
this
is going to trick them … It doesn’t give people
heads
credit.
enough
Nix’s exclamation at the beginning
Recall
this section: “we are thrilled that our
of
approach” helped Trump win.
revolutionary
Nix failed to mention was how surprised
What
team was of the result: “[a] day earlier,
his
Analytica executives told reporters
Cambridge
thought Trump’s likelihood of winning was
they
20 per cent” (Ahmed 2018).
at
himself, when interviewed on BBC
Kogan
4 in March 2018, said that the accuracy
Radio
the data he harvested had been extremely
of
He estimated that, in practice,
exaggerated.
and his team were six times more likely to
he
inaccurate information about a person’s
get
and likes and dislikes as they were to
personality
accurate information. In conclusion, Kogan
get
that microtargeting was not necessarily
thought
most effective way to use such data sets
the
are a few good reasons to be sceptical.
There
data harvested from social media, even
First,
data, does not necessarily provide
personality
actionable information or insight.
additional
other publicly available data points can
Many
a person’s political stance, including
suggest
address. Hersh states that while personality
their
are correlated with political values, the
traits
is generally weak; and that people
correlation
wrongly receive advertisements (such as
who
intended for a different demographic)
those
do not like them. For example, when he
really
to create a microtargeting model
attempted
identified people interested in climate
that
he found the best proxy is simply party
change,
if you don’t know that, everything
affiliation;
very difficult, and if you do, everything
is
doesn’t really matter. Hersh argues that
else
is effective is mobilizing voters through
what
targeting, rather than persuading
behavioural
second limitation is that almost all
The
data is self-reported, which
psychographic
it vulnerable to individuals’ blind spots
leaves
inaccurate sense of self: people who repeat
and
personality test often do not return the same
a
Additionally, their tastes and opinions—
result.
what they like on Facebook—may change,
and
they do not often go back to unlike things,
but
this sort of behavioural data needs to be fresh.
so
and most fundamentally, what does it
Finally,
to say one can “infer” political values from
mean
set of personality traits? Can we assume that
a
if the personality data were accurate, it would
Even
be difficult for microtargeting to compete with
still
information sources in the cluttered and
other
online environment. The total amount
fast-moving
political content online is so large that it dwarfs
of
output of manipulators. A team of researchers
the
2018 released results of an investigation into the
in
of infamous “Russian bots” on Twitter,
influence
looking at their ability of spreading news
When
and making it viral … we nd that their eect
content
IV. Ethics
IV. Ethics
gave the following view.
(Hersh quoted in Chen, Potenza 2018)
them to vote differently.
personalities align with politics?
with the following conclusion.
on social platforms was minor.
(Zannettou et al 2018)
55
IV. Ethics
a 2018 article for the New York Times,
In
Nyhan, Professor of Public Policy at
Brendan
University of Michigan, argues that the
the
of times fake news items are liked
number
shared or retweeted may seem impressive
and
you look at the complete picture of how
until
information is available online. In 2018,
much
reported that 2.1 million election-related
to examples from this section and
Referring
discuss the following questions.
below,
What are the implications of microtargeting
1.
political knowledge?
for
How might microtargeting for political
2.
be different from microtargeting
knowledge
Why do observers and experts disagree
3.
the impact of behavioural
about
1: Wakefield, J. 2018. “Cambridge
Source
Can Targeted Online Ads Really
Analytica:
a Voter’s Behaviour?” (BBC News
Change
online)
terms: Wakefield
Search
Cambridge Analytica
BBC
powerful influence of emotional
The
is well known; however, the,
advertising
that currently exists for product
regulation
does not, as yet, cover online
marketing
campaigns. Chris Sumner, Research
political
at the Online Privacy Foundation, has
Director
team simulated a campaign to test
Sumner’s
they could identify, target and influence
whether
on the EU referendum. For example,
voters
used language of fear to target“neurotic
they
(Wakefield 2018) and more
personalities”
messaging for audiences that were
energetic
found that people behaved as we
“We
they would. If you get the
predicted
US Presidential election campaign, but in
2016
these represented just 1% of all election-
fact
tweets. In a separate study with other
related
Nyhan also found that: “fake news
researchers,
was heavily concentrated among a
consumption
group — almost 6 in 10 visits to fake news
small
came from the 10% of people with the
websites
conservative online information diets”
most
right they can be very powerful
messages
Messaging works and is really
indeed.
can nudge people one
effective—and
or the other.” (Sumner quoted in
way
2: Cadwalladr, C. 2016. “Google,
Source
and the Truth About Internet
Democracy
terms: Guardian
Search
democracy truth
Cadwalladr, writing in the UK newspaper
Carole
Guardian, argues that whether or not
the
propaganda influenced the 2016
microtargeted
referendum or the US Presidential elections,
Brexit
problem remains the lack of transparency and
the
about how voters’ personal data is
regulation
terms: reason
Search
Analytica
Cambridge
Nolan Brown argues that too
Elizabeth
is being made of both the power and
much
of behavioural microtargeting. People
novelty
worried about devious political actors
have
voters throughout the history of
influencing
including political advertisements via
politics,
and robocalls when they were first
television
introduced.
2
tweets were posted by Russian bots during the
(Guess et al 2018).
Box 2.4: The impact of behavioural microtargeting in politics
Wakefied 2018)
that affects consumer purchase decisions?
Search” (the Guardian)
microtargeting in politics?
targeted online ads
being mined and used to influence them.
3: Brown, E.N. 2018. “Cambridge
Source
WasDoing Marketing, Not Black
Analytica
Magic” (Reason.com)
pointed out the significant issues that arise.
doing marketing
identified as being motivated byanger.
56
why claims of political influence
Understanding
exaggerated can reveal truths about how we
are
political processes. Let’s consider
comprehend
the media and public opinion may have
why
the efficacy of political microtargeting
overstated
particular, and big data in general. Perhaps the
in
at invasions of privacy combined with
outrage
stoked by Cambridge Analytica’s claims
fears
fertile ground for sensationalizing
provided
company’s impact. Others, including
the
technology experts, appear to have been
some
impressed.
genuinely
Heidi Tworek wrote an article on
Historian
following topic: “Did ‘sinister’ emotional
the
by the data analytics company,
manipulation
Analytica, decide the U.S. election?
Cambridge
terms: Tworek
Search
Analytica Trump
Cambridge
the link to read the arguments Tworek
Follow
then answer the following questions.
proposes,
is often said that technology disrupts
It
businesses and markets for
industries,
consumer’s benefit. In what ways is
the
disruption in politics similar and
technological
may be that we have an instinctive
It
towards new media technology,
apprehension
we have seen throughout modern history,
as
example with the invention of the printing
for
and later in the 19th century with mass
press
distribution.
newspaper
being a data scientist, statistician or
Without
network expert, to what extent can one
social
the impact of behavioural microtargeting?
judge
history can provide some guides on
Perhaps
What arguments does Tworek make about
1.
exaggeration of political microtargeting
the
general, and of Cambridge Analytica in
in
particular?
To what extent is psychometric
2.
different from previous
manipulation
and crowd-influencing
crowd-reflecting
technologies?
What criteria could we use to discern
3.
psychometric manipulation and
whether
microtargeting have influenced
political
outcomes in recent years?
political
it more or less vulnerable to negative
makes
as compared to other domains?
disruptions
finally, what will it take to guard against
And
disruptions?
negative
IV. Ethics
IV. Ethics
whether this time is different.
For discussion
Fears of mass media
History suggests otherwise.” (Tworek 2018)
and the new old fear
different? Is there something about politics that
57
Knowledge
and technology 3
does it mean to live and be knowledgeable in a technological culture? This question carries
What
sense of urgency in a world of extraordinary technological means and equally extraordinary
a
and ecological challenges. What assumptions underpin the technological world and what
social
does it produce?
imperatives
technology an added layer of complexity in the world, or a tool to help us comprehend complex
Is
Could it be both? This chapter explores what we mean by technology and how it relates
systems?
knowledge, with the broader goal of comprehending the role of technology in how we come to
to
what we know.
know
Initial discussion
• What role has technology played in the development of knowledge?
• How is technology changing our relationships with knowledge?
• Is it possible to produce new knowledge without the use of technology?
• What role has technology played in terms of expanding or contracting access to knowledge?
• To what extent can the risks associated with technology be known?
58
a literal level we can measure the scope of
On
by its reach: our robots have landed on
technology
and reached the further vestiges of the solar
Mars
and our microscopes can now “see” at a
system,
of half the width of a hydrogen atom.
resolution
of radio programming are radiating
Decades
a hundred light years across, announcing
bubble
existence to anyone listening. But in the
our
of the size of our galaxy, the reach of
context
broadcasts is rather small—represented, for
these
by the blue dot in Figure 3.1. At a galactic
example,
our technological footprint is tiny; and does
scale,
I. Scope
I. Scope
I . S C O P E
not even register at the scale of our universe.
broadcast signals into space in an expanding
Figure 3.1
How far human radio broadcast signals have reached into the galaxy
59
I. Scope
reach of human-made objects is also
The
if only barely. The human artefacts
interstellar,
from our home on Earth are the Voyager
farthest
two probes launched in 1977. Attached
spacecraft,
each of them is the Voyager Golden Record, a
to
sent to the stars and intended for any
message
that might intercept it one day. The
intelligence
carry the cultural portrait of humanity
Voyagers
a technologically advanced civilization,
as
greetings in various languages, natural
including
music and images. The concept and
sounds,
of the record are every bit as interesting
contents
its engineering, an instance of technology
as
how we understand and portray
reflecting
back to ourselves. Follow the link to
ourselves
out more.
find
we explore the scope of technology
Before
consider what we mean by the word
let’s
which can refer to physical
“technology”,
(such as bridges), human activities
artefacts
as the construction of bridges) and
(such
(such as the engineering concepts
knowledge
terms: Carl Sagan Annie
Search
aeon
Druyan
short film linked here tries to
The
some of the cultural background of
capture
Golden Record Project. From a present-day
the
point, the project provides a glimpse
vantage
the spirit and values of the technological
of
of Western thought approximately
enterprise
What might a project such as this look like if
1.
were started today?
it
Do you think it would resonate culturally
2.
be widely endorsed, or be met with
and
these various types of technologies,
support
types of communities emerge around
various
in which people play different roles.
them
for example, what it means to be a
Consider,
native and in which ways this anchors
digital
individual’s identity and orientation
an
3
half a century ago.
doubt, disagreement and/or fear?
Figure 3.2
The Golden Record, attached to each of the Voyager spacecraft, is a 12-inch gold-plated phonograph record,
containing sound and images from Earth (right) and a cover (left) containing instructions about how to “play” the record
and where it comes from
towards the world.
that guide the construction of bridges). To
60
does navigating a technological culture
What
today? Chapter 10 explores how in
require
1970s, writer and critic John Berger looked
the
the contemporary role of art as a way of
at
the aesthetics and politics at play
comprehending
the world. He argued that we comprehend
in
not necessarily by looking at paintings, but
this,
looking at ourselves looking at artworks in a
by
today the technological lens is
Similarly,
into focus a world that nobody has
bringing
before. What can we learn by exploring
seen
ways of knowing? Can we examine not
new
technologies themselves, but how we
just
with them, in order to understand
interact
about ourselves and about the time
something
which we live?
in
terms: James Bridle New
Search
of seeing
ways
and writer James Bridle has been at the
Artist
of exploring what these new ways of
forefront
might look like. Bridle created a series
seeing
podcasts modelled on the ethos of Berger’s
of
series, that explore knowing and
television
in a technological world. All four episodes
being
available using the QR code, as are links to
are
case studies on topics of knowledge and
pertinent
of the ideas explored by Bridle is the
One
of digital technologies. The internet
materiality
feel invisible—WiFi is in the air, data
may
in the Cloud—but there is an elaborate
is
that makes it possible. For
infrastructure
the submarine cable system, in
example,
below, is decidedly material and
Figure3.3
An elaborate network of fibre optic
tangible.
deep underwater, it is painstakingly
cables
and maintained to enable our global
installed
The pattern of these cables
connectedness.
both historical and contemporary
reveals
I. Scope
I. Scope
I.1 Technological culture and knowledge
technology that you may choose to explore further.
way nobody had seen before.
power relations.
Figure 3.3 Map of the global network of submarine communications cables as of 2019
61
I. Scope
terms:
Search
Submarine
Telegeography
When we bring into view the material basis
1.
our invisible digital connectedness,
for
2. What do you wonder about?
what it means for the current global
Consider
of digital information to overlap with the
flows
outlines of empires. This overlap serves
former
a hint that questions of digital equity and
as
justice will be important throughout this
digital
Depending on where you are in the
chapter.
there are differences in how much digital
world,
you can move, with what speed
information
at what cost. This has implications beyond
and
we canstream Netflix in HD; it fuels
where
information asymmetries and inequities,
global
which the downstream effects for knowledge
of
terms: James Bridle
Search
infrastructure
imperialism
the claims made by Bridle in the
Consider
about how technological infrastructure
video
both affecting flows of knowledge today
is
making historical power relations visible.
and
thesis is that technology is extending the
His
and inequities of the past into the
symmetries
1. To what extent do you agree?
2. How might this be happening?
3. What may be the effects of this on
you want to better understand some of the
If
of the submarine cable systems,
implications
the link to an FAQ section that explores
follow
owns and who uses these cables. Consider
who
Why are there many cables between some
3.
but no cables between Australia
continents
technological developments are
While
entangled in specific histories,
inescapably
are also changing our relationship with
they
and power today. Our capacity to
knowledge
technologies towards human ends does not
steer
keep up with the pace of technological
always
Questioning the values that
development.
technological systems can be difficult
underpin
they are buried under miles of code, or
when
they are so commonplace that they remain
when
as historically marginalized communities
Yet,
increasingly impacted by new technologies,
are
is necessary to scrutinize the values and
it
prejudices inherent in our technologies.
possible
there is also the question of the ecological
Then
With new energy-intensive technologies
impact.
as blockchain having a significant energy
such
resource footprint, the question of who bears
and
costs and who gains the benefits is urgent.
the
is part of a larger question concerning the
This
between nature and technology.
relationship
you read on, remember to consider how the
As
of nature and technology intersect and
scopes
we know about this intersection between
what
in technology are often seen
Advances
downstream applications of scientific
as
3
For ref lection
Invisible digital connections
cables faqs
important questions such as the following.
what do you notice?
and South America, for instance?
hidden in plain sight.
are of interest to us in TOK.
For discussion
Present-day empires of infrastructure
Youtube
the living world and the machine world.
I.2 Is there more to technology than the
present day.
application of scientific knowledge?
breakthroughs. Much investment into
knowledge?
62
and pure research in science,
fundamental
through government or private
whether
grants, is in fact justified through its
sector
usefulness in the development of new
supposed
Is this belief true, though? Project
technologies.
was a 1960s study commissioned
Hindsight
the US Department of Defense to identify
by
factors that led to successful research and
the
programmes. Part of this was to
technology
the relationship between scientific
understand
and technological innovation. Project
research
was among the earliest and most
Hindsight
studies of its kind and introduced the
ambitious
of technology studies as a dedicated field of
field
distinct from science. The study found
enquiry,
scientific research contributed to only 9%
that
the key events that led to the development
of
successful technology programmes.
of
events were responsible for the
Technological
91%. What is the difference between
other
and scientific events? According
technological
this study, science was defined as theoretical
to
experimental studies of unexplained
or
while technology was defined as
phenomena,
capability to perform specific engineering
the
with known phenomena.
techniques
historians of technology it is widely accepted
Among
science owes more to the steam engine than the
that
engine owes to science … . Science is applied
steam
more than technology is applied science.
technology
Sergio Sismondo’s words, above.
Consider
what extent would you agree, and is this
To
changing over time? Why do we
relationship
to concern ourselves with making a
continue
between science and technology? A
distinction
of it has to do with questions of funding,
part
and epistemic power. We celebrate
prestige
inventors for their genius, but even one
famous
of “The Big Bang Theory” will suggest
episode
is a perceived power differential between
there
and engineers, and the kinds of
scientists
produced by each. It is an equation
knowledge
Knowledge outside the scope of
I.3
technology
advances in nanotechnology to machine
From
and neural networks, the scope of
learning
can appear relentlessly expanding.
technology
we talk about the limits of technology,
When
is often a conversation about practical
it
such as the limits of computational
limitations,
that will—the story goes—one day
power,
be overcome.
soon
a computer beats the human champion
When
the game of chess, as is becoming more and
at
frequent, common reactions include a
more
of accomplishment for having produced
sense
a capable machine, and/or a sense of
such
in the face of an intelligence that
humility
ours. Tasks like playing chess are in
surpasses
relatively easy for a computer. But when
fact
intelligence (AI) produces an image
artificial
passes for digital art, or writes verses
that
humans find indistinguishable from
that
we may wonder what are the limits
poetry,
technology. Can a computer controlling a
to
… dance?
robot
question acquires a more serious tone in
This
context of jobs in the future. Many of the
the
that humans perform as “work” can
activities
replaced by machines. How can we know
be
jobs are less likely to be replaced by
which
Think about which human acts may be
robots?
I. Scope
I. Scope
(Sismondo 2009)
uncomputable, and what makes them so.
that keeps shifting.
63
section explores what we know about the
This
between technology and society,
relationship
why it matters. Consider the two opposing
and
one, that technology drives history,
perspectives:
the other that society determines the type
and
technology that exists. Which perspective
of
you agree with, and how would you
would
How we answer this question has
know?
for knowledge; for example, if
implications
development regularly outpaces
technological
development, institutions and ethics need
social
evolve to guide this progress.
to
Marx, among others, held the view that
Karl
was one of the determinants of
technology
or historical outcomes and structures, as
social
quote reveals: “The hand-mill gives you
this
with the feudal lord, the steam-mill,
society
with the industrial capitalist.” This
society
a form of technological determinism which
is
that technology develops according to
posits
own internal logic, and that as it advances it
its
cultural and social patterns to fit itself.
moulds
does technological determinism look like
What
practice? One argument is that the political
in
that follow technological advancement
structures
tend towards a particular order. Consider,
will
example, David Hayes’ view on the political
for
that would form around widespread
structure
increased deployment of nuclear power
The
must lead society toward authoritarianism.
facilities
safe reliance upon nuclear power as the
Indeed,
source of energy may be possible only in a
principal
state … dispersed solar sources are more
totalitarian
than centralized technologies with social
compatible
was speculating that nuclear energy
Hayes
more centralized administrative power
requires
for instance, solar energy, which could
versus,
completely decentralized. You could live
be
and autonomously off the grid with
comfortably
energy, but not with nuclear.
solar
get out of this dichotomy, Langdon Winner,
To
his influential 1980 essay “Do artifacts have
in
proposed a middle path, the coproduction
politics?"
of technology and society, naming it
politics”. We explore this further
“technological
section IV.
in
the development of technology, technical
In
and knowledge have historically been
skill
Put simply, men’s disproportionate
gendered.
and power in the field made an impact
influence
3II. Perspectives
I I . P E R S P E C T I V E S
II.1 Determinisms: On the relationship
between technology and society
II.2 Coded male: Identity and technology
on technology that can still be felt today. For
In this way, it drives history.
nuclear energy.
equity, freedom and cultural pluralism.
(Hayes 1977)
Figure 3.4 Man operating a Linotype machine in the early 20th
century
64
past 50 years, scholars have been looking
the
technological innovation through a feminist
at
and critically evaluating claims about how
lens
intersects with gender. The design of
technology
technologies or the mechanization
reproductive
domestic work through “labour-saving”
of
have been some of the sites of
appliances
thiswork.
dynamics between technology and gender
The
not always play out in straightforward
did
predictable ways. Consider the example of
or
technologies. In the 1980s Cynthia
printing
studied, through a gender lens, the
Cockburn
in the London printing industry
transition
the Linotype compositor to computerized
from
Operating one of the Linotype
typesetting.
was considered highly skilled work;
machines
trade was strongly unionized and exclusively
the
Wajcman: the new QWERTY
Summarizing
was designed to give women an equal
keyboard
greater chance to become typesetters, because
or
were cheaper labour.
women
male coding of technology, through
The
technological competence as
constructing
has meant that contributions of
masculine,
to innovation have been mostly left out
women
history. Consider that before we used the
of
“computer” to refer to a machine, we used
word
was done by hand, letter by letter. The
process
which uses its own type of keyboard,
Linotype,
set one line of text at a time, making
could
printing process much more efficient. It
the
well and so its design remained largely
worked
for close to a century.
unchanged
the 1970s and 1980s electronic methods of
In
text for printing started to take over
preparing
these used the QWERTY keyboard (the same
and
on typewriters). It is important to mention
used
typewriting was considered unskilled
that
and was performed almost exclusively by
work
Researchers in the field of technology
women.
have examined the printing industry’s
studies
to the new keyboard. It seems this change
switch
neither innovative nor inevitable. Instead, it
was
to have a political origin and gendered
appears
Feminist scholar of technology
implications.
as a job description for people who performed
it
In the early decades of digital
calculations.
the majority of human computers
technology,
women. Like other forms of so-called
were
work”, computing up until the 1970s
“women’s
seen as highly structured, repetitive and
was
As the field professionalized, academic
tedious.
and a culture that advertised computers
degrees
“toys for the boys” contributed to the gender
as
in technology that we are still aiming to
gap
II. Perspectives
II. Perspectives
male. Before the Linotype machine, the printing
Judy Wajcman explains.
a male province, it does not always coincide with the
In choosing to dispense with the Linotype [keyboard]
layout, management were choosing a system that would
interests of men as a sex. As we have seen, some
technologies are designed for use by women to break
undermine the skill and power basis of the compositors
and reduce them to “mere” typists. This would render
the craft control of men. Thus gender divisions are
commonly exploited in the power struggles between
typists (mainly women) and compositors (men) equal
competitors for the new machines; indeed, it would
capital and labor. In this way, the social relations that
shape industrial technology include those of gender as
advantage the women typists. The keyboard on the
new printing technology was designed with an eye to
well as class.
using the relatively cheap and abundant labor of female
(Wajcman quoted in Jasano et al 2001)
typists. Although machine design is overwhelmingly
close today.
65
3.5a shows Margaret Hamilton,
Figure
in 1969, alongside the code she
photographed
her team wrote that helped put a man on
and
moon. Katie Bouman (Figure 3.5b), in 2019,
the
shown with stacks of hard drives of telescope
is
that gave us the first image of a black hole.
data
50 years apart, the images celebrate
Taken
women’s significant contributions to
two
advancements. Around the
technological
that these images went viral in 2019,
time
part of the absence and erasure of
Another
in the field comes from the very way we
women
to produce an image of a
endeavour
hole. black
after, the internet began to scrutinize
Shortly
extent of her contribution, and cast doubt
the
the legitimacy of featuring her story so
on
Opportunistic Twitter and
prominently.
accounts impersonating her were
up to spread falsehoods and diminish
set
achievement. This troubling tale of our
her
urges us to consider—in an age when
times
innovation is an increasingly
technological
enterprise—what does it look like
collaborative
definition of technology intersects with
Our
identities to produce different frictions. Of
different
frictions, movements such as Afrofuturism
these
born and animated. Although the term
are
was not coined until 1993, the
“Afrofuturism”
relating to the intersection of race and
ideas
had been floating among the African
technology
especially in North America, for decades.
diaspora,
through them is the realization that the
Woven
scenarios of a technological future were
optimistic
neutral. The techno-enthusiasm of the space
not
that imagined the cosmos as the new frontier
race
not neutral, especially given that the “frontier”
was
referred to US expansion since the 17th
previously
This sentiment is captured in Gil Scott-
century.
song “Whitey on the Moon”, placing the
Heron’s
achievement of the moon landing
technological
the context of racial and social inequalities.
in
3II. Perspectives
For reflection
Women technologists
Katie Bouman became the public face of the
to give women technologists their due credit?
Figure 3.5b Katie Bouman
Figure 3.5a Margaret Hamilton
define technology.
A greater emphasis on women’s activities
immediately suggests that women, and in particular
black women, were among the rst technologists.
After all, women were the main gatherers, processors
and storers of plant food from earliest human times
onward. It was therefore logical that they should be
the ones to have invented the tools and methods
involved in this work such as the digging stick, the
carrying sling, the reaping knife and sickle, pestles
and pounders. If it were not for the male orientation
of most technological research, the signicance of
these inventions would be acknowledged.
(Wajcman quoted in Jasano et al 2001)
66
art, music and literature, afrofuturism
Through
assumptions about what was
challenged
technological, questioned the priorities
considered
social costs of technological progress, and
and
what a technological future could look
reimagined
and who belonged in it. The most mainstream
like,
of these ideas is the nation of Wakanda
expression
the 2018 movie BlackPanther.
in
addition to afrofuturism going global,
In
futurisms all over the world are
Indigenous
alternative visions of the future,
birthing
or otherwise. These movements,
technological
their own different ways, are driving the
in
on digital justice and equity. There is
discourse
on this topic in section III, where we discuss
more
algorithms through an anti-oppression lens.
AI
how technology intersected
Understanding
systems of power in the past will help us to
with
how it influences the technologies
comprehend
built today, and the ways people will
being
the last 15 years we have witnessed the first
In
of an African American US President and
election
2011 Arab Spring, both seen as examples of
the
enabled by technology, specifically
democracy
networks on the internet. We have also
social
so-called WhatsApp elections in
witnessed
and Brazil in 2019, a Facebook-Cambridge
India
scandal, and rapid increases in fake
Analytica
populism, and political polarization
news,
authoritarianism. Is the internet a force
and
democracy and liberty, or for authoritarian
for
Has it exacerbated or mitigated the
populism?
II. Perspectives
II. Perspectives
II.3 Democratizing and liberating, or
controlling and authoritarian?
inequality and divides in our access to knowledge?
Making connections
Echo chambers and democracy
“Individuals empowered to screen out material
that does not conform to their existing preferences
may form virtual cliques, insulate themselves
from opposing points of view and reinforce their
biases. Internet users can seek out interactions
with like-minded individuals who have similar
values, and thus become less likely to trust
important decisions to people whose values dier
from their own.” (Van Alstyne, Brynjolfsson 1996)
Chapter 2 looks in depth at the question of echo
chambers and lter bubbles that may increase
political polarization. How else has technology more
broadly, and the internet specically, impacted how
we lter data and information?
interact with them in the future.
67
II. Perspectives
terms: How we
Search
the intended uses of
confuse
this 11-minute animated video about the
Watch
between the internet and active
relationship
does technology participate in the
How
of knowledge, from the pursuit and
processes
of knowledge, to the sharing of and
production
to knowledge? This section considers
access
the tools we use present both opportunities
how
challenges for what it means to be
and
people who access Wikipedia daily may
Even
unaware of its mission statement: “Imagine
be
world in which every single person on the
a
is given free access to the sum of all
planet
knowledge.” The Wikipedia project also
human
outspoken critics, who describe its impact
has
much harsher words. Figure 3.6 shows the
in
Monument in the Polish town of
Wikipedia
is] the greatest project co-created by
[Wikipedia
regardless of political, religious or cultural
people
… with Wikipedia as one of its pillars the
borders
society will be able to contribute to the
knowledge
development of our civilization, social
sustainable
and peace among nations.
justice
3III. Methods and tools
For discussion
Intended and actual uses of technology
technology aeon
citizenship, and consider the following questions.
Given evidence that the internet can both
1.
and suppress freedom, what
promote
can we reach about the role of
conclusion
in citizenship?
technology
If your answer to question 1 is that “it
2.
and technology can be a tool for
depends”
good and ill, say more about what it
both
on and which factors affect the
depends
actual uses of technology.
Are the producers of technological tools
3.
accountable for the intended use of
only
products, or also for the actual use?
their
this question, for example, in the
Consider
of personalized advertising and
context
microtargeting in the Facebook-
political
Cambridge Analytica scandal.
I I I . M E T H O D S A N D T O O LS
knowledgeable in a technological culture.
III.1 The sum of all human knowledge
Słubice. Its inscription reads, in part:
Figure 3.6 The Wikipedia Monument in the Polish town of
Słubice, unveiled in 2014
68
is a case study in the collective
Wikipedia
of multiple perspectives, enabled
negotiation
technology, towards crafting a shared
by
of fact. It can be a step towards
understanding
democratic participation in the production
more
knowledge, assuming, that is, that we accept
of
is on Wikipedia as knowledge. Yes, it
what
crowd-sourced, but as far as crowds go,
is
is exceedingly well-organized, which
Wikipedia
have good or bad results.
may
is hardly news to anyone in the 2020s
It
there are concerns with knowledge on
that
terms: Truth in
Search
Everything
Numbers:
2010 documentary Truth in Numbers:
The
According to Wikipedia raises
Everything
questions about knowledge in the
important
age. Below we provide some prompts
digital
exploring the profound ways that this
for
has affected how we produce and
technology
knowledge. The documentary provides
access
of the context for these discussions, but
much
is a decade old—so consider the following
it
and questions with any recent sources
points
Power and authority: Wikipedia's model of
•
participation questions the power
collective
academic credentials. This is not to say
of
power plays no role on Wikipedia, but
that
it does not sit with an intellectual elite.
that
documentary reveals a deep suspicion
The
authority and derision of elitism among
of
contributors. Experts are given
Wikipedia
special role in contributing to content
no
are no longer seen as legitimate
and
and arbiters of what counts as
gatekeepers
Theirs is just another opinion,
knowledge.
of Wikipedia and criticizing it for its
reliability
and racial bias is old news. Yet many
gender
remain unresolved, perhaps even widely
issues
even though Wikipedia is one of
unknown,
primary reference sources for many people
the
the world. Despite the problematic
around
of how Wikipedia is set up, people
politics
to organize “editing marathons” to add
continue
or develop the entries of underrepresented
to
or topics. They are confronted with the
people
that Wikipedia might be the best they
possibility
do at this scale, and it is up to them to make
can
to be welcomed? What may be
something
consequences of this?
potential
Neutrality and trust: content on
•
is presented by its creators as
Wikipedia
sourced, coming from no
democratically
point of view. Do you agree
particular
this claim that Wikipedia is neutral
with
view from nowhere”)? Wikipedia’s
(“a
sourcing of content means
collective
we are not able to evaluate claims
that
on who the claims-makers are. Recall
based
Carr's advice to history students from
E.H.
9: “study the historian before you
Chapter
[their] facts”. How are legitimacy
study
Accountability and credibility: because
•
contributors use pseudonyms,
Wikipedia
cannot be held personally
contributors
for what they write or delete.
accountable
does this affect the credibility of
How
on Wikipedia? Are the risks
knowledge
Wikipedia vandalism or misconduct
of
by the benefits of pseudonymity
outweighed
Is it knowledge? Is it appropriate to
•
what Wikipedia contributors are
describe
as producing knowledge? Would
doing
describe what is on Wikipedia as
you
III. Methods and tools
III. Methods and tools
it good enough.
Wikipedia. In some ways, questioning the
For discussion
Everything, according to Wikipedia
According to Wikipedia
and trust built on Wikipedia?
that explore the same issues.
for intellectual freedom and privacy?
knowledge?
with no special power or authority. Is this
69
the challenges outlined in the discussion
Beyond
there are outstanding issues with
above,
The same entry in another language
Wikipedia.
have different or even contradictory
may
Wikipedia favours published sources,
content.
tends to exclude Oral Traditions and non-
which
forms of knowledge. Wikipedia itself
written
looked into the possibility of oral footnotes
has
entries, in the project People are Knowledge,
on
here.
linked
terms: Wikimedia
Search
oral citations
research
Wikipedia inspire confidence that, in
Does
digital culture that is often divisive and
a
we can arrive at a consensus about
inflammatory,
Do technologies such as the wiki
knowledge?
make the process of how we come to
platform
things more inclusive andjust?
know
Preserving, sharing and universal
III.2
to knowledge
access
contributions to the digital
Democratizing
base of humanity is one issue, but
knowledge
access to it presents an altogether
increasing
challenge. The impulse to gather
different
preserve knowledge is not new; libraries
and
performed this function for millenia.
have
is thedigital age changing what this
How
like—what are the new challenges
looks
opportunitiesin how we preserve and
and
accessknowledge?
1996 Brewster Kahle has been leading an
Since
to preserve all digital knowledge. His
effort
the Internet Archive, saves a copy of
project,
page on public websites. It has collected
every
of billions of copies of online content.
hundreds
you have ever used the Wayback Machine
If
access past versions of websites, you may
to
recognize the value of such a project.
already
allows access to the internet as it was in the
It
which is important where hyperlinks
past,
content is revised and pages are
expire,
deletedroutinely.
9 asks what remains of the past and how
Chapter
access it. Consider how technological
historians
such as the Wayback Machine,
developments,
how much of the past becomes available.
change
might the methods used to produce knowledge
How
history change as a result?
in
you are interested in further exploring the role of
If
in knowing the past and imagining the
technology
look at the work of historian Abby Smith Rumsey.
future,
talk delivered to technologists at Google—linked
Her
how we preserve and share knowledge
below—tackles
time, and how technology is changing this.
across
terms: Smith
Search
YouTube When
Rumsey
keeps an extensive list of book-burning
Wikipedia
in history, a small number of which are
incidents
3III. Methods and tools
Making connections
History and digital traces of the past
we are no more
accidents, with the rest being attempts to control
70
spread of knowledge. The losses from such
the
can be incalculable and irrecoverable.
incidents
this reason, the Internet Archive has partial
For
of itself in several physical locations across
copies
geopolitical contexts. What can we learn
different
this project both for preserving human
from
as well as decentralizing the control
knowledge
knowledge? Is decentralizing the control of
of
ethos of the Internet Archive is that in matters
The
knowledge, access drives preservation. In other
of
the best way to preserve knowledge is to
words,
that it is accessible and in use. Inversely,
ensure
says, “If you take things away from a
Kahle
it’s as if it doesn’t exist”. His work is
generation,
not on a secure vault for safekeeping,
modelled
on a public library that is designed for use.
but
are potential barriers to use, and therefore
What
to access, in a repository of human
barriers
project’s goal is bold: universal access to
The
knowledge. The Internet Archive is not just
all
the internet, but digitizing books,
backing-up
and movies as well as recording over 100
music
channels 24 hours a day. The technology
television
digitize recorded material already exists, but is
to
on the internet worth preserving, just
everything
we are able to? How can we anticipate,
because
what knowledge will be useful in the
correctly,
And can technologies to search and
future?
digital culture is an intensely visual
Today's
People appear in photos produced on
culture.
own devices, tagged by friends, captured
their
security cameras, in the background
by
or otherwise) in the photos of
(intentionally
in public spaces—all of which get
strangers
into streams of data. When these get
siphoned
with powerful face-detection technology,
coupled
digital technologies see much
However,
than physical appearance. They include
more
insights into our likes, uses of
behavioural
and reactions, interactions and
language
algorithms in criminal justice that calculate
of
likelihood an accused will reoffend (called
the
risk): this risk score feeds into other
recidivism
that suggest the length of the prison
algorithms
The tragic irony is that longer prison
sentence.
have been shown to increase the rates
sentences
recidivism. And so, technology in the US
of
system has been shown to discriminate
prison
ethnic and economic class lines. People of
along
tend to receive a higher recidivism risk
colour
which means they tend to be given longer
score,
sentences, which, due to the internalized
prison
of prison, means they have fewer
experience
once released and contribute to
opportunities
recidivism risk scores for others in their
higher
This vicious feedback loop is
neighbourhood.
of many that has resulted in the grossly
one
incarceration of black men in the
disproportionate
States. To dive deeper into this example,
United
the link to Cathy O’Neil's talk at Google
follow
“Weapons of Math Destruction”. She
about
recidivism risk specifically from 28:40.
discusses
terms: Cathy O’Neil
Search
of Math Destruction”
“Weapons
terms: ProPublica
Search
bias risk
Machine
the link to the article Machine Bias:
Follow
Assessments in Criminal Sentencing”
Risk
Predictive knowledge produced by
1.
models has limitations and
computer
as does predictive knowledge
caveats,
by humans. How can we know
produced
machine predictions are more or
whether
reliable than human ones?
less
What kind of knowledge is necessary
2.
be able to evaluate the validity and
to
Who should decide what assumptions a
3.
like this should be based on?
model
III. Methods and tools
III. Methods and tools
knowledge a desirable thing?
knowledge such as the Internet Archive?
YouTube
For discussion
Machine bias
catalogue such a vast collection keepup?
assessments
III.3 Using data to know humans
and consider the following questions.
individuals have good reason forconcern.
neutrality of risk assessment algorithms?
relationships. Consider, for instance, the use
71
2013 a team of researchers published results
In
they could predict personality traits
suggesting
Facebook Likes. Their method—called
using
modelling—laid the foundation
psychographic
what has been called microtargeting
for
with in depth in Chapter 2, IV.2). The
(dealt
Kosinski, Stillwell, Graepel and
researchers,
summarized their findings as follows.
Youyou
religious and political views, personality
ethnicity,
intelligence, happiness, use of addictive
traits,
parental separation, age, and gender.
substances,
model correctly discriminates between
The
and heterosexual men in 88% of
homosexual
African Americans and Caucasian Americans
cases,
95% of cases, and between Democrat and
in
in 85% of cases ...
Republican
Percentiles
3.7 shows that the personality traits
Figure
age of Facebook users is associated with
and
they Like on Facebook. For example, the
what
of users who Liked “The Colbert
extraversion
basic premise was that individuals
Their
be profiled from their Facebook
could
Figure3.8 shows how accurately the
Likes.
claim to be able to predict common
researchers
characteristics. They tested the
personal
of their predictions by comparing it
accuracy
users’ self-reported personality assessments,
to
found that their model predicted gender
and
race with over 90% accuracy. It predicted
and
details such as sexual orientation,
other
affiliation and religion with over
political
80%accuracy.
the lengths to which this thesis
Given
been implicated in alleged political
has
it is worth considering the
manipulation,
and methodology behind it.
assumptions
science was fairly straightforward; what
The
revolutionary were the massive amounts
was
3III. Methods and tools
Case study
Digital technology, social networks
and psychometrics
accessible digital records of behavior,
…Easily
Likes, can be used to automatically
accurately predict a range of highly sensitive
and
attributes including: sexual orientation,
personal
Report” was relatively low.
(Kosinski et al 2013)
of data the researchers could use to discern
Openness Conscientiousness Extraversion Agreeableness Stability Age
100
100
100
100
100
100
Mitt Romney
Mitt Romney
The Colbert
Report
Nicki Minaj
90
90
90
90
90
90
Mitt Romney
Camping
Camping
80
80
80
80
80
80
The Colbert
Barack
Report
Barack Obama
Report
Obama
70
70
Barack Obama
70
Nicki Minaj
70
Cuddling
70
70
Cuddling
The Colbert
60
50
Hello Kitty
Camping
60
50
Cuddling
Report
60
50
60
50
Barack Obama
Report
60
50
Cuddling
60
50
Cuddling
Nicki Minaj
Hello Kitty
Hello Kitty
40
40
40
40
40
40
Nicki Minaj
30
30
30
30
30
30
Hello Kitty
Hello Kitty
20
20
20
20
20
20
Mitt Romney
Report
10
10
10
10
10
10
0
0
0
0
0
0
Figure 3.7 Personality traits, age and Likes on Facebook
72
correlations. They developed a Facebook
the
called MyPersonality that offered users
app
personality tests and used the results to
free
the benchmark personality profile.
construct
app collected information about users’
The
and personal data, which formed the
Likes
set to be analysed for patterns and
data
with the benchmark profile.
correlations
tests analysed smartphone gyrometers
Some
revealed, for example, how erratically
that
handled their phones, which has
individuals
found to correlate with certain types
been
behaviour. The app went viral, collecting
of
on 6 million Facebook users. With such
data
data, the researchers were able to
extensive
their model iteratively.
refine
results returned correlations that were
The
stereotypical and sometimes
sometimes
high intelligence among the sample were
of
for “Thunderstorms”, “The Colbert
Likes
“Science” and “Curly Fries”, whereas
Report”,
intelligence was correlated with Likes for
low
“I Love Being A Mom”, “Harley
“Sephora”,
and “Lady Antebellum”. To dive
Davidson”
into this research and its results, follow
deeper
link to the original paper.
the
terms: Computer-based
Search
judgments are more
personality
a 2015 follow-up study of over
In
people, Kosinski and colleagues asserted
86,000
an algorithm mining a user's Likes “was
that
to predict a person’s personality (as self-
able
using a standard questionnaire) more
reported
than most of their friends and family.
accurately
a person’s spouse came close to matching
Only
computer’s results” (Wu et al 2015).
the
III. Methods and tools
III. Methods and tools
Single versus
0.67
in relationship
Parents together at 21
0.6
0.73
Smokes cigarettes
Drinks alcohol
0.7
0.65
Uses drugs
Caucasian versus
0.95
African American
Christianity versus Islam
0.82
Democrat versus
0.85
Republican
0.88
Gay
0.75
Lesbian
Gender
0.93
0.25 0.50
0.00
0.75 1.00
Area under curve
Figure 3.8
Accuracy with which some common personal characteristics were
predicted
accurate pnas
surprising. For example, the best predictors
73
III. Methods and tools
Accuracy (self-other agreement)
claimed that a computer with 10
They
could predict a person’s personality
Likes
than their work colleagues; with
better
Likes, better than their friends; with 150
70
better than their parents; and with
Likes,
Likes, better than their partner.
300
a third study in 2017 Kosinski and
In
investigated whether psychographic
colleagues
could lead to higher click-rates on
targeting
Extroverts were shown a beauty
advertisements.
that said “dance like no-one
advertisement
watching (but they totally are)”, whereas
is
were shown a woman with a makeup
introverts
brush and the caption "beauty doesn't have
shout". The targeted advertisements resulted
to
up to 40% more clicks and purchases than
in
or untargeted advertisements. The
mismatching
conclusion: psychological targeting
summary
work grew out of the Cambridge
This
Centre, based at the University
Psychometric
Cambridge, and eventually attracted
of
attention of Cambridge Analytica (see
the
or psychography is a scientific attempt to quantitatively measure a person’s
Psychometry
The OCEAN model (also called the five-factor model) that is widely used
personality.
model also assumes that a person’s important personality traits will become a part of
The
language, and that the most important traits will be encoded into the person’s language
their
3
Openness
0.7
Spouse (0.58)
Agreeableness
Extraversion
Five-Trait average
Family (0.50)
0.6
0.5
0.4
0.3
Friend (0.450
Cohabitant (0.45)
Conscientiousness
Neuroticism
0.2
Work colleague (0.27)
0.1
60
10
70 90100 150 200 250300
Figure 3.9
Number of Facebook Likes (log scaled)
Predictions of personality: accuracy of a computer versus colleagues, friends and family
appeared to make advertisements more effective.
Chapter 2, IV). Kosinski vigorously denied any
assumes that personality can be measured using the following dimensions:
• openness to experience
• agreeableness
• conscientiousness
• neuroticism.
• extraversion
as a single word.
74
with Cambridge Analytica and left
association
University for Stanford in 2014.
Cambridge
plays a significant role in
Technology
our senses and making more of the
augmenting
knowable. It can bring very small or very
world
objects into visibility, make very fast or
large
slow processes perceptible, reveal invisible
very
and render complex phenomena
relations
In extending our cognitive abilities,
intelligible.
enlarges what we can know and
technology
does it mean to be at the frontier of
What
We have drills that bore 100 floors
knowledge?
into polar ice to extract ice cores that
down
climate data from a time long before
contain
this, in the 2013 study, Kosinski’s team
Before
issued the following warning.
had
of the ocean, and yet less is known
bottom
the Earth’s seabed than about the surface
about
Mars. Computers are generating proofs of
of
unsolved problems of mathematics,
complex
of which are beyond our human capacity
some
verify. Digital and multimedia art open
to
avenues of expression, with unclear
new
and implications. We have models
limitations
complex systems, fed by big data and
of
by AI algorithms, producing outcomes
engined
predictions that influence decisions with
and
humanconsequences.
pushes the frontier of our knowledge
Technology
the same time as it expands the set of known
at
At the beginning of this chapter we
unknowns.
you to consider whether knowledge
invited
can be produced without the use of
today
If so, what new questions about
technology.
terms: Bouman
Search
of black hole
picture
do you take an image of an object
How
appears to us on Earth as small as an
that
III. Methods and tools
III. Methods and tools
Predictability of individual attributes from digital records of behavior may have considerable negative
implications, because it can easily be applied to large numbers of people without obtaining their individual
consent and without them noticing. Commercial companies, governmental institutions, or even one’s Facebook
friends could use software to infer attributes such as intelligence, sexual orientation, or political views that
an individual may not have intended to share. One can imagine situations in which such predictions, even if
incorrect, could pose a threat to an individual’s well-being, freedom, or even life.
(Matz et al 2017)
Making connections
Technopolitics
Chapter 2, section IV, considers the political implications
of this research.
III.3 Technology at the frontier of
knowledge
verification, validity and reliability arise?
transforms how we can know it.
For discussion
Making connections
Technological toolkits
How to take a picture of a black hole
Consider the dierent areas of knowledge. How
with Katie Bouman
is technology changing the methods and tools
available for the production of knowledge?
TEDTalk
orange on the surface of the moon? What
humans. We have powerful sonar to map the
75
that object is a black hole, from which
if
particle can escape, not even the light
no
to take an image of it? This was the
necessary
challenge confronting scientists
technological
gave us the first image of a black hole,
who
2019. How did they overcome it? Just over
in
years before their breakthrough, Katie
two
spoke at a TEDx event. Watch the
Bouman
to find out how Bouman and team built
video
impossibly large telescope to photograph
an
elusive and never-before-seen object. Then
an
these questions.
consider
How did the team protect against their
1.
bias?
potential
What gave them confidence that their
2.
were reliable?
results
Chapter 7 we discuss the phenomenon of
In
regress, which deals with the
experimenter’s
of providing experimental evidence
challenge
phenomena that have only been theorized
for
never observed. How can we know that the
but
one gets from technological tools and
results
reect a real phenomenon, if we have
instruments
observed that phenomenon before and have
never
has kept company with death ever since
Photography
were invented, in 1839. Because an image
cameras
with a camera is, literally, a trace of something
produced
before the lens, photographs had an advantage
brought
any painting as a memento of the vanished past
over
the dear departed. To seize death in the making was
and
matter: the camera’s reach remained limited as
another
as it had to be lugged about, set down, steadied.
long
once the camera was emancipated from the tripod,
But,
portable, and equipped with a range nder and a
truly
of lenses that permitted unprecedented feats
variety
close observation from a distant vantage point,
of
acquired an immediacy and authority
picture-taking
than any verbal account in conveying the horror
greater
mass-produced death. If there was one year when
of
power of photographs to dene, not merely record,
the
camera is an example of how a new
The
changed the way that knowledge is
technology
in varied fields, from science, to art to
produced
In “Looking at War” Susan Sontag
journalism.
about how photography achieves both a
writes
of objectivity as well as perspective, and a
sense
and immediacy that far exceeds any
legitimacy
accounts of war.
previous
terms: Sontag Looking
Search
War New Yorker
at
are some continuities, but also very
There
differences, between the visual language
many
Sontag’s time and the visual language of
of
Consider, for example, the claim that
today.
relationship between image-making and
the
has shifted away from representing reality
truth
most abominable realities trumped all the complex
the
surely it was 1945, with the pictures taken in
narratives,
and early May in Bergen-Belsen, Buchenwald, and
April
in the rst days after the camps were liberated,
Dachau,
those taken by Japanese witnesses such as Yosuke
and
in the days following the incineration of the
Yamahata
had the advantage of uniting two
Photographs
features. Their credentials of objectivity
contradictory
inbuilt, yet they always had, necessarily, a point of
were
They were a record of the real—incontrovertible, as
view.
verbal account, however impartial, could be (assuming
no
they showed what they purported to show)—since a
that
was doing the recording. And they bore witness
machine
the real, since a person had been there to take them.
to
3III. Methods and tools
Figure 3.10 Varroa destructor (mite) on the back of Apis mellifera
(honeybee)
Making connections
Technology and the experimenter’s regress
nothing to compare with?
towards altering and creating different realities.
Looking at War
populations of Hiroshima and Nagasaki, in early August.
(Sontag 2002)
76
historian Deborah Levitt supports such
Media
claim, arguing that animation is the dominant
a
of our historical moment. She proposes
medium
concept called the “animatic apparatus” to
a
sense of contemporary culture, spanning
make
from Instagram influencers to post-
everything
politics. In this age, Levitt claims, the
truth
between real and fake, natural and
boundaries
alive and inert are less clear and less
unnatural,
Instagram influencers use digital filters,
relevant.
enhancements and CGI to look unreal,
cosmetic
hyper-real, while at the same time “virtual
or
such as @lilmiquela appear real
influencers”
to gain over a million followers, release
enough
on Spotify, endorse hair products and
songs
social justice causes. Many of
champion
To what extent does deepfake technology
1.
new challenges for evaluating the
present
How might processes of knowledge that
2.
on evidence need to adapt as aresult?
rely
To what extent are deepfakes a
3.
problem requiring a
technological
is arguably the most powerful industry in
What
history has entered the lives of most people
human
Earth with openly world-changing ambitions—but
on
a deliberate process of ethics, inclusivity, and
without
to the full conversation between Krista
Listen
and Anil Dash on “Tech’s Moral
Tippett
fans continue to interact with her
@lilmiquela’s
if she were a real person. Perhaps this is not
as
makes the claim that the way we think
Levitt
things no longer functions in the animatic
about
Her use of the plural “worlds” is
worlds.
because there is no one world with
deliberate
our senses interface, but rather selfcontained
which
or intermingling media environments
exist in print, digital or virtual form. Also, a
that
amount of day-to-day life occurs through
huge
that are algorithmic and imperceptible,
processes
that we cannot sense them, though the
in
digital and material, certainly
environments,
us. Can our ethics serve us in this age?
sense
What different responsibilities rest with
4.
producers of deepfakes, the platforms
the
which they spread and the people who
on
them?
view
When is a warning or disclaimer
5.
a deepfake video sufficient,
accompanying
when might it be necessary to remove,
and
or erase a video? Who should come
ban
with the relevant guidelines and
up
standards?
terms: Anil Dash Tech’s
Search
Reckoning
Moral
the ability to influence life on this planet,
With
core activities such as communication,
including
movement, consumption and
learning,
and to bestow or strip power
reproduction,
from individuals and peoples, technology
away
needs ethics. But such ethics are
obviously
when the cause and effect of
challenged
impacts are difficult to observe
technological
IV. Ethics
III. Methods and tools
IV. Ethics
surprising in an age of deepfakes.
For ref lection
Coping with the hyper-reality of
deepfakes
reliability of claims and sources?
technological solution?
I V. E T H I C S
accountability.
(Tippett 2017)
Reckoning” at the link.
or infer, when technological progress has been
77
IV. Ethics
and when those who stand to be
naturalized
affected are often the least aware
negatively
able to influence it. How do technology,
and/or
and capitalism intersect to affect
democracy
modes of being and knowing? What
human
of ethics, inclusivity and accountability
processes
this section we focus on ethical questions
In
in the different processes of knowledge.
arising
technology has a wide role in these
As
many of the questions come up
processes,
in the book. Much of this chapter
elsewhere
on digital technologies, but technology
focuses
refer to many systems and material
can
of order, including seeds and
arrangements
methods and how we organize public
farming
and libraries.
spaces
in 1980, Langdon Winner proposed the
Writing
idea, at the time, that technologies
unpopular
embody sociopolitical norms as well as
both
them. Technology, he argued, is not
reinforce
neutral tool; it is fundamentally political,
a
not just to electronic gadgets, but also
referring
the arrangement and distribution of power. We
to
of people as having political motivations
think
aspirations, but what does it mean to say
and
technological artefacts have politics?
that
in the 1920s, Robert Moses built
Beginning
200 overpasses in Long Island, New York,
about
The overpasses were high enough to allow
USA.
to go under them, but not public buses.
cars
biographer, Robert A Caro suggests that
Moses’
was done intentionally to limit the access
this
certain areas of the city for racial minorities
to
low-income groups who relied on public
and
These artefacts continue to shape the
transport.
today. city
do technological artefacts acquire their
How
Is politics “given” by their users or
politics?
It is not uncommon for physical objects
creators?
reflect the implicit or explicit biases of their
to
just as algorithms reflect the biases of
makers,
programmers. When discussing the political
their
of technological objects, we tend to
dimensions
on their use and their user. The Long Island
focus
though, had political consequences
overpasses,
to their use and users, in limiting what
unrelated
go underneath them. They exemplify a
could
that distributes power a certain way,
technology
certain things to happen and not others,
allowing
certain actions and not others.
facilitating
the extent that objects continue to perform a
To
political purpose, do they take on that
certain
We see that technologies build order
politics?
the world that affects everyday life (such
in
movement, communication, consumption
as
reproduction), that can have effects for
and
This order is built through the
generations.
intentional or otherwise, of individual
decisions,
collective agents in society. Some people
and
more influence in those decisions than
have
what factors affect the relative power of
others;
and communities to influence the
individuals
of technologies? Winner argues that the
politics
opportunity to influence technological
greatest
exists the first time a technology or
politics
is introduced, and that it subsequently
system
fixed through habit, economic
becomes
or material infrastructure. He
considerations
3
should we implement?
IV.1 Do artefacts have politics?
It is no surprise to learn that technical systems of
various kinds are deeply interwoven in the conditions
of modern politics. The physical arrangements of
industrial production, warfare, communications, and
the like have fundamentally changed the exercise
of power and the experience of citizenship. But to go
beyond this obvious fact and to argue that certain
technologies in themselves have political properties
seems, at rst glance, completely mistaken. We all
know that people have politics, not things. To discover
either virtues or evils in aggregates of steel, plastic,
transistors, integrated circuits, and chemicals seems
just plain wrong, a way of mystifying human artice
and of avoiding the true sources, the human sources
of freedom and oppression, justice and injustice.
Blaming the hardware appears even more foolish
than blaming the victims when it comes to judging
conditions of public life.
(Winner 1980)
compares technological innovations to acts of
railways and seeds. By politics he was referring
78
and arguesthat: “the same careful
law-making
one would give to the rules, roles, and
attention
of politics must also be given to
relationships
things as the building of highways, the
such
of television networks, and the tailoring
creation
seemingly insignificant features on new
of
would be going too far to say that the
It
you sit on has politics, and the power
chair
determine your behaviour. Or would it?
to
is evidence that the design of spaces
There
buildings influences how people relate
and
each other, including theirlevels of
to
in professional settings.Material
teamwork
and architectures encourage
arrangements
activities to happen; they enhance
certain
ways of being, mediate and facilitate
specific
actions, and not others. One example is
some
material arrangements and technologies
the
accompany and reinforce gentrification. In
that
about what divides and unites people,
thinking
is worth considering not only political
it
also the material arrangements
debatesbut
roads, toilets and park benches. Have you
of
looked at something and thought “this
ever
designed to stop people from sleeping
was
on it”? And yet, this is a primary
comfortably
for designers of seating spaces in
concern
and other public areas. Who might be
parks
IV. Ethics
IV. Ethics
Figure 3.11
Low overpass bridge on a Long Island parkway, built by Robert Moses
machines” (Winner 1980).
negatively impacted by this?
79
are instances in which the
“[There]
process of technical development
very
so thoroughly biased in a particular
is
that it regularly produces
direction
counted as wonderful
results
by some social interests
breakthroughs
crushing setbacks by others. In such
and
it is neither correct nor insightful to
cases
‘Someone intended to do somebody
say,
harm.’ Rather, one must say that
else
technological deck has been stacked
the
in advance to favor certain social
long
and that some people were
interests,
to receive a better hand than
bound
can be developed and deployed
Technology
quickly that its impact, and corresponding
so
concerns, are understood only in
ethical
Modern technologies may soon
retrospect.
beyond what human creators can
progress
comprehend. What happens, for example,
fully
the source code for a computer program
when
too complex (or, more simply, too long)
becomes
an individual to be able to read in a lifetime?
for
happens when high-frequency financial
What
bots trade with each other too rapidly for
trading
to keep track of in real time? Generally
humans
the benefits of these hard-to-keeptrack-of
speaking,
technological activities have outweighed
risks, even though computer glitches, stock
the
flash-crashes and security vulnerabilities
market
become common. But what of the other
have
of technology, known and unknown?
impacts
implications of this idea—that technology
The
one day outpace human comprehension—
may
significant for how we encourage and
are
technology, and understand its role
regulate
technologies have proved able to
Certainly,
us, in terms of both intended and
surprise
impacts. One argument is that
unintended
incentives behind the development and
the
of technology—towards, for
application
the competitive strategic interests of
example,
states, corporations or entrepreneurs—
nation
push its developers and adopters to move
can
quickly. Another structural argument is
too
those in a position to develop and deploy
that
technologies—technical experts, business
new
and government administrators—
managers
not have the incentive or interest to fret
may
potential negative implications, or may
over
the power to violate ethical boundaries
have
withimpunity.
technology itself can appear to be a
While
box”, the human processes that drive it,
“black
business and state interests, regulation
including
research, can be comprehended. This can
and
observers to anticipate potential ethical
allow
The insights obtained from Big
implications.
only tell us about what has happened in the
Data
We still need human thought and morality
past.
consider what we should do in the future.
to
we need to consider the kinds of models
Indeed,
data that we use, and how these are aligned
and
our wants and needs. When businesses make
to
of data, for example, should they only be
use
with profits, or should they also
concerned
one of the more common arguments
Perhaps
that technology is neutral—that its ethical
is
are dependent on the user. Writing
implications
the Cambridge Analytica data scandal, John
of
former head of the Cambridge University
Rust,
Centre, noted that “if you know
Psychometric
3IV. Ethics
For discussion
The technological deck
others.” (Winner 1980)
What systems, technologies and/or
1.
of infrastructure have you
arrangements
or inferred to benefit certain
observed
at the expense of others?
groups
How can we recognize when human
2.
begin conforming to technological
politics
politics?
IV.2 Can we predict the impacts of
technology?
insociety.
consider ethics?
the research you’re doing is groundbreaking, it
80
always be used for good or bad”. Technology
can
the values, biases and ideas of its
mirrors
In this view, technology can be
developers.
sexist and otherwise biased towards any
racist,
the conceptual building block of
Consider
technologies: models. We consider
many
throughout this book. A mathematical
these
is as much a feat of technology as the
model
that forecast limits to growth or the
simulations
data analyses run by Cambridge Analytica.
big
has argued that such models “are
O’Neil
embedded in mathematics”, with all
opinions
subjectivity and fallibility of their human
the
but that they are often assumed or
creators,
to be “neutral”. To complicate matters
presented
the inner workings of these technologies
further,
not visible to the vast majority of people,
are
including regulators, either due to barriers
often
cites an example of a teacher performance
O’Neil
system that used algorithms to
measurement
teachers according to a comparison of their
rank
test scores with their predicted scores
students’
by, you guessed it, a separate model).
(predicted
at the bottom of the distribution were
Teachers
But O’Neil argues there was almost no
fired.
between a teacher’s scores over
correlation
years: that they were effectively
subsequent
fired at random, according to the random
being
of students to their classes. The class
allocation
were too small and the model’s predictive
sizes
unproven, but the technology inspired
power
confidence among administrators to fire
enough
teachers. O’Neil cites examples of money
their
and car insurers that use factors such
lenders
whether applications are spelled correctly to
as
the interest rate a customer must pay.
determine
result is that people from lower educational
The
can pay higher car insurance even
backgrounds
institutions are better at testing their
Some
because of their underlying incentives.
models
continuously tests and improves
incentive,
models that predict consumer purchase
its
In contrast, those responsible for
behaviour.
US prison system have been much less
the
in testing and improving their
proactive
stop recidivism, as we saw earlier
modelsto
models can also result in
Credit-scoring
feedback loops: a person with a low
unforeseen
score cannot borrow cheaply, so has to
credit
high-interest rate loans that are even harder
use
pay off. Credit scoring models then further
to
that person.
downgrade
of the questions at the beginning of this
One
asked you to consider the extent to
chapter
1. Has your answer changed? If so, how?
If this is the first time you are considering
2.
question, what would you say are the
this
that make some technological risks
factors
unknowable?
What are the implications of this for how
3.
produce and apply knowledge using
we
the people at the heart of developing new
Are
best placed to judge the ethical
technologies
blowing has been a controversial
Whistle
over the last decades, associated with
practice
Edward Snowden and Christopher
Wikileaks,
(who brought attention to the Cambridge
Wylie
story). What factors affect whether
Analytica
blowing in technology is a positive
whistle
IV. Ethics
IV. Ethics
givenpopulation.
inthis chapter.
For ref lection
Technological risks
of expertise or intellectualproperty.
which risks of technology can be known.
technology?
IV.3 Responsibilities of
technologists
implications of their work?
if they are better drivers.
ethical practice?
Amazon, the online retailer with a clear profit
81
example of ethical action among
An
occurred at Google in 2018, when
technologists
engineers went on strike in protest of
4,000
company’s involvement in defence-related
the
technologies (Project Maven), which were
AI
used to interpret video images of drone
being
After the employee strike, Google did
strikes.
renew its involvement in the Pentagon
not
were the main points of the engineers’
These
letter.
protest
Google should not be involved in the
•
of war”.
“business
Project Maven was using artificial
•
to collect and interpret data,
intelligence
was passed to the US Ministry of
which
Defense.
Various employees had expressed concerns
•
the company’s involvement in the
about
The company had addressed these
•
in part by explaining that
concerns
technology would not be directly
the
in warfare; that is, to operate
employed
The employees were not satisfied with this
•
technology was still being
response—the
for military purposes and therefore
utilized
the potential to inflict lethal damage.
had
By engaging in the weaponization of
•
Google was risking its reputation
technology,
the machine mind free from the biases that
Is
the human mind? Does it look at us all
plague
a neutral lens or would we find human
through
buried within the lines of code?
prejudices
company’s ability to recruit the best
the
and continue to succeed in
employees
Google should not want to be categorized
•
other companies who had chosen to
with
Google’s motto “Don’t Be Evil” set it apart
•
other companies. The company must
from
and uphold its core values above
protect
else, or else lose the trust of
everything
engineers cited Google’s moral
The
and the potential damage to the
responsibility
Ultimately, they requested that Google
brand.
cancelled the project with immediate
(a)
and (b) issued a policy stating that the
effect
would never be involved in the
company
terms: Google
Search
of war open letter
Business
2016 study (Bolukbasi et al) reported that
A
trained on Google News voiced sexist
software
When asked to complete the statement,
views.
is to computer programmer as woman is
“Man
X”, the software replied “homemaker”. The
to
stated:
researchers
3IV. Ethics
Case study
engineers strike over AI use
military tasks
in
programme.
project.
business.
work more directly in the warfare industry.
itsusers.
drones or launch weapons.
creation of warfare technology.
Follow the link to read the original letter:
as a trusted brand. This would damage
IV.4 Can AI be unethical?
82
scientist Joy Buolamwini has shown that
MIT
systems sold by companies such as IBM,
AI
and Amazon are systematically more
Microsoft
in predicting the gender of men than
accurate
recognition is used in an increasing
Facial
of applications, and a bias in the
number
Snow of the American Civil Liberties
Jacob
(ACLU) has argued that a new real-time
Union
recognition technology called Rekognition,
facial
by Amazon and being sold to police,
created
more likely to match people of colour to
is
who have been arrested for a crime. This
people
exacerbate a situation where people of
would
are already more likely to be targeted
colour
police. In a political stunt conducted by the
by
faces of US Congress members were run
ACLU,
Rekognition, which falsely identified
through
as having a criminal record. Of those
28members
as criminals, 40% were people of
misidentified
even though only 20% of US Congress
colour,
are people of colour. Civil rights
members
interpreted the results as evidence that
workers
IV. Ethics
IV. Ethics
[t]he blind application of machine learning runs the
risk of amplifying biases present in data. . . .
[E]ven word embeddings trained on Google News
articles exhibit female/male gender stereotypes to a
disturbing extent.
(Bolukbasi et al 2016)
women and have a white bias.
technology can affect people’s lives. For example,
the technology was discriminatory.
Figure 3.12
Gender Shades Press Kit (Buolamwini, MIT)
83
IV. Ethics
(using 840 billion words selected from
English
internet) become prejudiced through word
the
that mirror humans’ semantic
associations
such as flowers (nice) or insects (not
biases,
Additionally, the machines learned to
nice).
female names with family and male
associate
Figure 3.13 Example from Google Translate that went viral on Twitter in 2017
with career. According to researchers,
names
biases within the text of the internet
these
“recoverable and accurate imprints of our
are:
biases … whether morally neutral as
historic
insects or flowers [or] problematic as
toward
race or gender” (Caliskan et al 2017).
toward
Twitter chatbot called Tay, developed by Microsoft
A
released in March 2016, was shut down after
and
3
separate study published in 2017 in Science
A
that programs that teach themselves
reported
Turkish detected
English
o bir aşçi
she is a cook
he is an engineer
o bir mühendis
o bir doktor
he is a doctor
she is a nurse
o bit hemşire
o bir temizlikçi
he is a cleaner
he/she is a police
o bir polis
o bir asker
he is a soldier
she is a teacher
o bir öğretmen
o bit sekreter
he is a secretary
he is a friend
o bit arkadaş
o bir sevgili
she is a lover
she does not like her
onu sevmiyor
onu seviyor
she loves him
onu görüyor
onu göremiyor
she sees it
he cannot see him
o onu kucakliyor
she is embracing her
o onu kucaklamiyor
he does not embrace it
o evli
she is married
o bekar
he is single
o mutlu
he’s happy
o mutsuz
she is unhappy
o çalişkan
he is hard working
o tembel
she is lazy
https://twitter.com/seyyedreza/status/935291317252493312
84
16 hours because it began posting inflammatory
just
racist tweets. Apparently, the bot learned these
and
from being attacked by, and responding
views
other Twitter users. This very rapid change is
to,
Rust, the Head of Cambridge University
John
Centre, once said that all AI
Psychometric
a “a bit like a psychopath … adept at
is
emotions, but underdeveloped
manipulating
(quoted in Lapowsky 2018). Indeed,
morally”
important area of enquiry is how moral
an
happens in AI. According to
development
Iyad Rahwan, Director of the Max
Professor
is a growing belief that machine behaviour
there
be something you can study in the same way
can
you study human behaviour. We are teaching
as
in the same way as we teach human
algorithms
. . When I see an answer from an algorithm,
beings.
need to know who made that algorithm.
I
fascinating case is Norman, an AI developed
A
Rahwan as part of a research project to
by
AI morality. Specifically, Norman
investigate
trained to interpret Rorschach-style
was
called Xiaoice that had “more than 40million
bot
apparently without major incident”
conversations
2016). Tay’s experience raised questions
(Bright
the extent to which technology is a mirror of
about
images and describe in text what it
inkblot
Norman has an experimental control
“sees”.
that is identical, except that Norman was
twin
using gruesome images found on the
trained
while its twin was trained on images
internet,
everyday life. As a result, Norman “sees”
of
very differently. When presented the
things
abstract image, the control algorithm
same
people standing next to each other,
described
Norman saw a man jumping from a
whereas
“Norman’s view was unremittingly
window.
saw dead bodies, blood and
bleak—it
in every image” (Rahwan quoted in
destruction
2018), whereas its twin responded far
Wakefield
positively. This result has implications for
more
behaviour as well, such as the extent to
human
we regulate and censor content found in
which
media. At least in machines, Rahwan
popular
matters more than the algorithm … . The
Data
we use to train AI is reected in the way the AI
data
IV. Ethics
IV. Ethics
noteworthy because Tay was similar to another
human inputs, literally and metaphorically.
Box 3.1: Technology as our offspring, mirror or something else entirely
Potentially triggering content:
violence
Planck Center for Humans and Machines:
suggests, nurture matters more than nature.
(Rahwan quoted in Wakeeld 2018)
perceives the world and how it behaves.
(Rahwan quoted in Wakeeld 2018)
Figure 3.14b
Regular AI saw “a person is holding an
Regular AI saw “a black and white photo of a small
Figure 3.14a
umbrella in the air”. Norman saw “man is shot dead in front
bird”. Norman saw “man gets pulled into dough machine”.
of his screaming wife”.
85
is trained on data sets. It is this training that
AI
what AI “knows”. The training data
determines
often assumed to be objective, ahistorical and
is
but that assumption is incorrect.
non-ideological,
data may consist of images that are
Training
sorted and labelled by a group of
selected,
usually men from relatively privileged
people,
working and living in contexts
backgrounds,
Joanna Bryson at the UK’s University of Bath
Dr
of computer science remarks that
department
are programmed by “white, single
machines
from California” and that diversifying the
guys
might help. Bryson adds: “There is no
workforce
way to create fairness. Bias is not a
mathematical
word in machine learning. It just means that
bad
machine is picking up regularities. It is up to
the
to decide what those regularities should be”
us
in Santamicone 2019).
(quoted
people of color, women, the disabled,
“As
and other vulnerable communities
LGBTQ+,
impacted by data-centric
disproportionately
we must find tangible ways to
technologies,
ourselves into the creation, training,
insert
testing of algorithmic matrices …
and
systems are encoded with the same
These
responsible for the myriad systemic
biases
we experience today. We can no
injustices
afford to be passive consumers or
longer
subjects to algorithmic systems that
oblivious
impact how and where welive,
significantly
we love and our ability to buildand
who
wealth.” (Dinkins, undated)
distribute
has been made on this front.
Progress
Institute for Human-Centered
Stanford’s
Intelligence (HAI) has a mission
Artificial
recruit designers who are: “broadly
to
of humanity … across gender,
representative
nationality, culture and age, as well as
ethnicity,
this is not just a technology problem,
Ultimately,
a political one that we encounter in many
but
spheres of life. It raises the question
different
whether technology will continue to mirror
of
rather than emancipate it. Jill Lepore,
humanity,
historian of polling at Harvard University, has
a
that data science enables data consultants
argued
dictate politicians’ views, and not the other
to
around: “data science is the solution to one
way
but the amplification of a much bigger
problem
political problem” (Lepore quoted in
one—the
2016).
Wood
should also be concerned with the question
We
responsibility: if an algorithm does, indeed,
of
out to make racist or sexist or otherwise
turn
judgments, do we hold its creators
unethical
Project al-Khwarizmi, Stephanie Dinkins seeks
In
empower communities of colour to participate
to
knowledge production and application in
in
Follow the link to find out more
technology.
terms: Dinkins Project
Search
al-Khwarizmi
Which kinds of knowledge are
1.
exchanged between the computer
being
How does this project influence your
2.
on who should be involved in the
opinion
In what ways should the processes of
3.
and applying knowledge ensure
producing
3IV. Ethics
dissimilar to those of most human beings.
can’t aord to have a tech that is run by
We
exclusive and homogenous group creating
an
that impacts us all. We need more
technology
about people, like human psychology,
experts
and history. AI needs more unlikely people.
behavior
2018)
(Thomas
discussion
For
across disciplines”.
accountable?
AI and algorithms through an antioppression
lens
about her work, then consider the questions.
scientists and the community participants?
production of technological knowledge?
that AI is more just and socially equitable?
86
Knowledge
and language 4
a grat xtnt, human ings ar knowledgeable aus of our apaity for languag. W us
To
and onpts to dsri and xplain th world, and to pass on this knowldg aross
languag
and gographis. Th world's languags ar an immns olltion of divrs prsptivs
tim
diffrnt ways of knowing and ing. This haptr xplors how w oniv of languag, its
and
funtions, and its possil uss and misuss.
Initial discussion
• Is knowledge possible without language?
• What kind of knowledge is knowing how to use a language?
• How do we know what we claim to know about language?
• How can we balance the benefits of a single global shared language against the costs of losing languages in a
globalizing world?
• Do we have a moral responsibility to protect and preserve linguistic diversity?
87
I. Scope
haptr vnturs yond languags suh as
This
Hindi or Mandarin to onsidr languag
English,
roadly onivd, from th Pionr plaqu
mor
for xtratrrstrial intlligns, to th
writtn
speak nearly seven thousand languages,
Humans
with multiple dialects. The countless other
some
on Earth communicate with innumerably
species
nearly all of which we have, thus far, failed to
more,
… . Human languages are products of
understand
minds, and thereby, can be understood by
human
minds, by means of human senses—sight,
human
touch. How could we begin to imagine an
sound,
language if we cannot imagine with
extraterrestrial
senses the beings communicate? They may not
what
vocal chords with which they produce sounds
have
ears with which they capture them. So we must
or
on universally-understood concepts, and devise
rely
communication method neither specic to location
a
species nor world. Perhaps, the only similarity
nor
our species is the universe in which we both
between
Thus, the language we are most likely to share is
live.
study of the universe itself: science. The result of
the
th Pionr 10 sparaft was launhd
Whn
spa in 1972, it arrid a mssag for
into
intlligns yond th solar
xtratrrstrial
A fw thinkrs in this ara, inluding
systm.
Salzman Sagan, Carl Sagan and Frank
Linda
wr taskd with rafting a mssag that
Drak,
omprhnsil to xtratrrstrials. What
was
ths thinkrs say? How would thy sayit?
would
widly agrd upon ida at th tim, dsrid
A
an artil y Jak Rosnthal, was that sin
in
th univrsal languag. To what xtnt do
was
agr? What assumptions undrpin that
you
If you had to dsign a mssag for alins,
laim?
would you want on your tam to hlp you
who
it and what kinds of knowldg would you
do
for th task?
nd
knots usd y th Inas, to digital od
Khipu
th 3D undrwatr songs of whals. What
and
w know through languag and how do w
an
what w know aout it?
know
symoli mssag on th Pionr plaqu
Th
a standard of distan and tim
ommuniatd
hydrogn, th most aundant lmnt in
using
univrs and, assumdly, th most likly atom
th
studid y wll-informd xtratrrstrials.
to
standard was thn usd to ommuniat
This
onpts. For xampl, th ltromagnti
mor
rlasd y a hydrogn atom during
radiation
is alld th hyprfin transition has a
what
of aout 21 ntimtrs and a wav
wavlngth
of 0.7 sonds; ths wr usd as units
priod
spa and tim in th plaqu. A small mark
of
th hydrogn atoms on th top lft of th
twn
shows that distan and tim valus
illustration
4
I . S C O P E
Figure 4.1 Illustration on the Pioneer plaque written for
extraterrestrial intelligences
this conclusion was the Pioneer Plaque.
(Rosenthal 2016)
I.1 A limitless language
hav n st in inary.
88
languag was also usd in th illustration,
Body
an opn hand, and a stan rvaling
showing
and moil lims. Immdiatly to
flxil
woman’s right, xprssd in inary, is th
th
8, twn two lins orrsponding
numr
hr hight. This illustratd that sh was
to
× 21 ntimtrs tall (21 ntimtrs ing
8
wavlngth).
thhyprfin
lins and dashs in th lft half of th
Th
ar our osmi addrss, with our sun
plaqu
th ntr and th lins stiking out radially
in
rlativ distans and dirtions
indiating
known pulsars (rapidly rotating nutron
to
that srv as osmi lighthouss), along
stars
thir priods (th intrvals twn
with
ursts) in inary form. Th
ltromagnti
last signal from the Pioneer 10 spacecraft was
The
on January 22, 2003; NASA reported that the
received
source had depleted. Although the spacecraft can
power
longer speak to us, it presses onward—it now speaks
no
us. As interstellar courier, it bears the accumulated
for
of every human, transcribed in, perhaps, the only
voice
language in all the cosmos. We are but cosmic
common
just learning how to take our rst steps into
toddlers
10 remains more than just a ghost of a ship, and
Pioneer
plaque is more than a shout into the void … .
the
from such a mission—one that spans space,
Born
and perhaps, civilizations—is a new mindset, an
time,
beings were to emerge, we know not their anatomy
If
biology nor psychology, their physical traits, their
nor
qustion of how w an known y
Th
aross tim and spa, is a ommon
anothr,
among humans. Languag
proupation
an ssntial doul funtion as a
prforms
of knowldg as wll as a vhil to
stor
that knowldg. In th as of spokn
transfr
this an ahivd through an
languags,
Oral Tradition. Writtn languag,
unintrruptd
of pulsars hangs ovr tim and so th
priod
ats as a kind of timstamp in th ag
plaqu
th univrs. To larify our addrss furthr,
of
solar systm’s plants ar shown in ordr at
our
ottom of th plaqu, with thir distans
th
th sun in inary. Takn togthr, this
from
ats lik a uniqu osmi thumprint
information
our solar systm aus, apparntly, in th
of
Way, it alon fits ths haratristis
Milky
on th plaqu.
displayd
th vast mptinss of spa, it is xtrmly
Givn
that Pionr 10 will intrptd y
unlikly
alin intllign. Evn if that nvr happns,
an
it was rtainly not a wast of tim or
howvr,
as it profoundly galvanizd our thinking
ffort
languag and idntity.
aout
disposition; more or less, we are blind to every
their
of their species. They could be dierent in every
aspect
ways we have yet to understand or could
way—in
imagine. We make numerous assumptions about
even
life is and what life is not—educated guesses
what
o a sample size of one. But if, in some form or
based
advanced consciousness arises elsewhere in
another,
cosmos, it is possible that those beings will wonder,
the
we did: What are the lights in the sky? Where did the
as
come from? What else is out there? Who else
planets
out there? They may compile a system of knowledge
is
the cosmos and the laws that govern it; we call this
of
About this hypothetical species, we know but
‘science.’
thing: the science they develop—the natural laws
one
discover—if they were to do so, would be exactly
they
same as our own. Science speaks to all of us in a
the
lavs a matrial rord sparat
howvr,
whovr produd it, whih an travl
from
and surviv duraly. Blow, w
distans
th knottd thrads lft hind y
onsidr
Inas, how and whthr ths prform th
th
of languag and what thy man in
funtions
I. Scope
I. Scope
plaqu ommuniats tim as wll, sin th
space, and just learning how to speak to the universe … .
otherworldly perspective. …
way nothing ever has … .
sensory capabilities, their intellectual sophistication,
(Rosenthal 2016)
trms of knowldg.
89
I. Scope
languags ar only on spifi
Human
of th human and othr-than-human
xampl
condent can we be in our ability to learn
How
the narrative khipus, when they are so
about
dierent from our understandings of
radically
We are trained from an early
communication?
that mathematics and language are two
age
worlds. The Incas, however, collapsed
discrete
into a three-dimensional construct—an
them
of civilizational complexity in the
achievement
asn of a writtn Ina languag has long
Th
sholars aus Ina soity had
onfoundd
th othr faturs—inrdil arhittur,
all
uranization, govrnan and soial
thnology,
wr ommon to larg-sal
systms—that
in Egypt, China, Msopotamia,
ivilizations
and Cntral Amria. Only th Ina
Mxio
to lak a writtn languag. Thy usd
appard
arrangmnt of knottd strings, known
an
khipu or quipu, rsmling a fari aaus,
as
to kp a numrial rord of
prsumaly
and dmographi information. That
rsours
howvr, until sholars ralizd that khipus
was,
a form of 3D writing.
may
growing ody of rsarh suspts that
A
ould hav rordd not just numrs
khipus
narrativs of th Ina Empir “inluding
ut
storis, and vn anint philosophis”
nams,
Urton 2018). If so, th mthod would
(Mdrano,
ntirly diffrnt from any known sripts, as
usd not symols ut a 3D inary od mor
it
to th languag of omputrs. Khipus
similar
Is thr any knowldg that annot
2.
through languag, and if so
transfrrd
What might xampls of knowldg that
3.
only transfrrd through languag?
an
th oarsnss of diffrnt animal
xampl,
and faris usd), spin dirtion, olour
hairs
th rlativ plamnt and shap of knots.
and
(th knot makrs, or “writrs”)
Khipukamayuqs
information using ths tools in a systm
odd
may hav n rad throughout th mpir.
that
if w disount, tmporarily, th possiility
Evn
khipus ontain narrativ information, th
that
of ounting in knots is still radial.
onpt
human ings larn to ount y
Modrn
pils of physial ojts, suh as toys
making
loks, thn prod to ount with fingrs
and
thn symols. As Gary Urton nots, th
and
symol for 7 dos not intuitivly look
English
svn of anything, ut th khipu od
lik
7 was a knot mad y wrapping string
for
itslf to mak svn loops. With all
around
varials at thir disposal—txtur, spin,
th
and knot strutur—Urton stimats
olour
th khipukamayuqs had ovr 1500 “words”
that
thir “voaulary”—far mor than Sumrian
in
signs or Egyptian hiroglyphs.
uniform
4
For reflection
The role of language in knowledge
aility to ommuniat.
what would an xampl?
1. Is languag ssntial to knowldg?
Box 4.1: Inca writings
form of narrative cords.
(Medrano, Urton 2018)
Figure 4.2 Khipu knots
ommuniat information through txtur (for
90
wr mathmatially omplx rords
Khipus
ommuniatd information in a dural
that
that was mor rsistant to rain and
mdium
handling than pn and papr. Ths
rough
also rval th ativitis and nds
rords
Ina lif: many khipus ar dvotd to th
of
of tax data, onnting nams,
rording
information and liailitis through
houshold
for us y a sophistiatd and powrful
knots,
govrnmnt strutur. It is fasinating
Ina
losly thir systms rsmld our own.
how
ould w rading too muh into it?
Or
Hyland, a profssor of anthropology and
Sain
Gographi Explorr, has suggstd
National
just th olour of ominations twn
that
allows for 95 uniqu ord pattrns. Hr
ords
is that ominations of olours and knots
thory
syllals or words, usd in narrativ
rprsntd
or hronils. This was asd partly
pistls,
a disovry of khipus from a villag in th
on
that wr arfully prsrvd and kpt
Ands
for nturis, for far of thir dstrution
srt
Spanish onquistadors. Th Collata khipus,
y
thy ar known, having om from th
as
of San Juan d Collata, hav sin n
villag
idntifid as narrativ pistls y
“rlialy
dsndants of thir rators”. Th Collata
th
“xhiitd a divrsity of vivid olours
khipus
ould rord historial narrativs with th
and
as as Europan ooks” (Ston 2017).
sam
th Collata khipus hav n stimatd to
But
during th mid-18th ntury, ovr
originat
aftr onquistadors from Spain
200yars
lading to spulation aout whthr
arrivd,
wr an innovation inspird y ontat
thy
th Spanish writing systm.
with
th hundrds of thousands of khipus that
Of
hav xistd, only a tiny fration rmain,
may
most wr dstroyd y Spanish onqurors,
as
in an ffort to ras Ina history
prhaps
ustoms. Th only storis that w hav
and
th Ina wr writtn y th Spanish
aout
a rurring thm throughout
onqurors,
ut on that might orrtd if
history,
an diphr an Indignous Ina
sholars
through th khipu. Mdrano, th
history
o-author of a rnt papr on
undrgraduat
khipu, nots that: “it’s rally aout rvrsing
th
pushing ak against th ours of history,
and
that th winnrs hav always writtn it, and
in
is an opportunity to rvrs that path”
this
intrviwd on CBC Radio, 28
(Mdrano
xplor ths issus furthr, follow th links
To
two artils.
to
1: Mdrano, M and Urton, G. 2018.
Source
Ina’s Knotty History” (Sapins).
“Th
trms: Sapins Inas
Sarh
history
knotty
2: Ston, D. 2017. “Disovry May Hlp
Source
Diphr Anint Ina String Cod”
to
trms: National
Sarh
ina khipu od
Gographi
I. Scope
I. Scope
Dmr 2017).
(National Geographic).
Making connections
The importance of writing
We consider and expand on the role of literacy in
Chapter 8, Chapter 9 and Chapter 11. Explore these
connections to understand how writing is connected
to assumptions about social progress, numeracy
and cognitive ability, and what enters the historical
record. How do the khipu knots challenge ideas from
these dierent AOKs?
91
I. Scope
dsriing mthods, prsptivs and
In
w oftn us th mtaphor of a lns.
idas
mightsay that languag is a lns through
On
xprin and omprhnd th
whihw
Th languag of our thoughts, for
world.
an influn what w s whn
xampl,
look out th window or witnss a soial
w
Is it possil to look at th world
intration.
this lns? Can w tak off our linguisti
without
and know th world without
sptals
or dos it only tak shap through
languag,
that dfin onpts? If thos words
thwords
in on languag, ut not anothr, do
xist
of diffrnt languags thn s and
spakrs
th world diffrntly? Do thy know
know
worlds?
diffrnt
th 1920s Bnjamin Whorf and Edward
In
th hypothsis that our world
Sapirproposd
ar shapd y th languags w spak.
viws
strngth of this influn rmains opn
Th
trms: Boroditsky
Sarh
shaps th way
languag
prsntr in th linkd vido, Lra
Th
prsnts th viw that languags
Boroditsky,
might languags that us diffrnt
How
of tim, spa, olour or numrs
onpts
Gorg Lakoff and Mark Johnson
Linguists
studid th mtaphors that prvad
hav
sph and rflt and rinfor our
human
attituds and valus. Th authors
prsptivs,
is not unommon among Amrian
whih
spakrs:
had a fight this morning, sh won th
“Thy
y shooting down vry point h
argumnt
points ar right on targt.” (Lakoff,
“His
1980)
Johnson
osrvd that w oftn dsri
Lakoff
using languag appropriat for
argumnts
war, whih shaps how w oniv
disussing
and ngag with argumnt: a vral
of
twn winnrs and losrs, rquiring
attl
and stratgy, attaking and
prparation
and involving angr and/or othr
dfnding,
motions. This framing of argumnt is
strong
from univrsal, though; imagin a mtaphor
far
argumnt as dan, not somthing to won
of
lost, ut rathr with th goal of a plasing,
or
moving prforman.
artisti,
dos not hav to an xris of
This
and you do not hav to rly on
imagination
and Johnson’s viws. You may awar
Lakoff
xampls suh as th Aymara popl of
of
In thir languag, to look ahad mans
Pru.
look at th past, whih is known to us and
to
an s in front of us. Th futur is hind
w
w annot look into somthing that
aus
not yt happnd. You may spak multipl
has
yourslf, or hav prs in lass who
languags
a diffrnt languag from you.If so, hk
spak
and how mtaphors from on languag
whthr
ultur translat into th othr and onsidr
or
insights you gain from ths similaritis
what
impliations of th mtaphors w us do
Th
only onrn ultural insight. A lot of th
not
in aadmi disiplins is also rootd
jargon
mtaphor: lak hols, invasiv spis,
in
onomi ontagion. Ths ar
nuroplastiity,
just ultural rlis: this knowldg, framd
not
mtaphors, is applid in poliy prsriptions,
y
and duation, and politial dat.
training
4
mad.”
“Thy attakd vry xampl I gav.”
to dat.
For discussion
How language shapes the way
we think
w think TED Talk
shap th way w think.
and diffrns.
lad us to rah diffrnt onlusions?
I.2 The role of metaphor
onsidr th xampl of “argumnt as war”,
92
the elds of economics and political science,
Within
studies is a large and important, as well
development
exciting, area of enquiry. The term “development”
as
meanings that reect and reinforce how
contains
has typically been approached. When one
development
of the associations of the words “development”
thinks
“developing”, one may imagine a small child
and
up”, developing strong bones and limbs,
“growing
bigger and gaining knowledge. This serves to
getting
the process of development and invokes a
naturalize
and status dierential between the developed
power
developing—between adults and children naturally,
and
between rich and poor nations problematically and
but
inaccurately.
developing nations “growing up” into actualized
Are
of themselves? Perhaps the term “economic
versions
would be more accurate and/or helpful, as
recovery”
alternative to “economic development”. A number of
an
historians, notably Mike Davis, have argued that
political
developing nations—the Third World, as they were
the
known—were “made” through the processes of
formerly
and imperialism that destroyed or depleted
colonialism
language is not merely a body of vocabulary
A
a set of grammatical rules. It is a ash of the
or
spirit, the means by which the soul of each
human
culture reaches into the material world.
particular
language is an old growth forest of the mind,
Every
watershed of thought, an entire ecosystem of
a
xplor linguisti divrsity is to ngag with
To
multipl prsptivs ontaind within ovr
th
human languags. Thr ar powrful and
7,000
fors ating on ths languags
unprdntd
resources. Instead of a young child who needs to
and
up, then, these nations might be more accurately
grow
through the metaphor of a patient recovering
presented
illness or, more specically, infection. This
from
is aligned with our exploration of dierent
argument
to history, such as restitutive and ethical
approaches
versus faithful histories, in Chapter 9,
histories
IV. section
metaphor of recovery avoids the paternalistic
The
of the word “development” and restores
overtones
to the recovering, rather than emphasizing
agency
need for development assistance. It centres the
their
of this inequity as something inflicted rather
cause
natural, for which justice, and not charity, is the
than
also the term “economic growth”, which,
Consider
sounds like an earnest and natural process
again,
nations should strive for. Children grow into
that
saplings grow into mighty trees. Indeed,
adults;
and plants that fail to grow are, like nations,
children
with concern. But, when confronted with
beheld
environmental devastation and
consumption-driven
depletion, perhaps we need another word
resource
target. We explore growth, green growth,
and
and economic happiness in Chapter 8.
de-growth
that dsrv our attntion. Thr
transformations
also diffrnt prsptivs aout th natur of
ar
its rol and rlationship to knowldg.
languag,
xplor a divrsity of prsptivs oth
W
was th UN’s Intrnational Yar of
2019
Languags, and lratd divrsity
Indignous
simultanously signalling onrn for th
whil
rat at whih this divrsity is ing lost.
rapid
th 7,000 human languags that w know of,
Of
wnt xtint twn 1950 and 2010. Th
230
has sin inrasd suh that on languag
rat
now lost vry two wks. Som stimats
is
II. Perspectives
I. Scope
II. Perspectives
Making connections
Growth and development as metaphor
more appropriate response.
knowledge systems, social systems, infrastructure
I I . P E R S P E C T I V E S
within and aout languag in this stion.
spiritual possibilities.
II.1 Linguistic and epistemic diversity
(Davis 2003)
du to gloalization, uranization and othr
93
II. Perspectives
that 90% will disappar in this ntury
warn
2018).
(Strohli
srv as an organi rpository of
Languags
knowldg, rvaling th historis,
human
and valus of popls, and di whn
ulturs
no longr spak th languag. Th
hildrn
Wad Davis has said that of
anthropologist
languags that urrntly xist, half ar not
th
taught to hildrn, and ar at a vry ral
ing
of dying.
risk
this really means is that within a generation
What
two, we are witnessing the loss of fully half of
or
legacy. This is the hidden backdrop of
humanity’s
age. our
th 7,000 languags spokn y human ings,
Of
mr 23 ar spokn y half of th world’s
a
whil aout 3,000 ar ndangrd.
population,
only is that a trrifyingly lonly and
Not
prospt for thir last spakrs, it poss
isolating
widr loss to humanity and our olltiv
a
is a misonption that th loss of
Thr
languags—and of ultural divrsity
ths
gnral—is a natural phnomnon that
in
progrss. But nithr hang, nor
aompanis
ar a thrat to ultur; rathr, as
thnology,
assrts, it is powr and “th rud fa of
Davis
Th grat tragdy is that “virant,
divrsity.
living ulturs and languags ar
dynami,
ford out of xistn” (Davis 2003). Th
ing
ntury alon witnssd multipl larg-
20th
stat moilizations against Indignous
sal
for instan in Canada, Australia and
languags,
oftn through fatory shooling. Th fors
Tit,
politis of olonization, rsour xtration
and
uranization hav n ovrwhlming for
and
ommunitis, oftn laving only offiial
many
languags prottd. Davis furthr xpands
stat
th xtrnal fors that hav ausd th dath
on
may be industrial as the case of the
They
forestry practices that have destroyed
egregious
subsistence base of the nomadic Penan in the
the
of Sarawak in Borneo. In Nigeria the once
rainforests
soils of the Ogoni in the Niger delta can no
fertile
be farmed because of toxic euents of the
longer
industry. Elsewhere the calamity may
petrochemical
caused by epidemic disease as in the case of
be
Yanomami who have suered dreadful mortality
the
to exotic pathogens brought into their lives by
due
gold miners who have recently invaded their
the
Or the agent of destruction may be ideology,
lands.
in the case of the crude domination of Tibet by
as
communist Chinese. But in every case these
the
cultures that are overwhelmed by powerful
are
forces beyond their capacity to adapt to.
external
observation is in fact a source of considerable
This
For it implies that if humans are the agents
optimism.
cultural destruction, we can also be facilitators of
of
survival.
cultural
do not have a consistent and clear boundary
We
dialects and languages. Some languages
between
be very similar and some dialects very
may
two words are not particularly useful
dissimilar—the
describing actual language variation, according to
in
John McWhorter, who has said “dialects is all
linguist
is” (2016). The hundreds of “dialects” spoken
there
China and in Tibet, for example, are very dissimilar
in
not mutually comprehensible to speakers of other
and
States often promote dissimilar languages
“dialects”.
4
of many languags this ntury.
(Davis 2003)
knowldg systms.
(Davis 2003)
“Dialects is all there is”
Figure 4.3
Cornish became extinct in the late 18th century before
a process to revive the language began in the early 20th century
domination” that thratn ultural and linguisti
94
dialects to help national solidarity and reduce
as
factionalism and loyalties. Contrast this with,
regional
McWhorter points out, the languages of Norway,
as
and Denmark, which are not considered to
Sweden
dialects, but a speaker of one could understand
be
other to a very large extent. Serbian and Croatian
the
similarly considered to be separate languages, in
are
small part because of the entanglement between
no
and political, religious and cultural identities,
language
each is very easily understandable to a speaker of
but
other. Before the breakup of Yugoslavia, its lingua
the
was called Serbo-Croatian and was taught in
franca
to the Macedonians, Slovenians, Bosnians
school
Montenegrans, alongside the Serbs and Croats.
and
Serbian is written in cyrillic, and Croatian in Latin,
But
are very dierent writing systems.
which
AOK history, w s how muh languag,
In
th aility to writ, has inflund
partiularly
is rordd and who rords it. Th
what
of this ar profound: history
impliations
th storis of popl and judgs
ontains
lgitimay of thir laims to powr,
th
and idntity. Languag xtintion
rprsntation
thrfor an ovious and urgnt onrn
is
Indignous Popls whos Oral Traditions
for
prsrvd thir knowldg and ultur
hav
Indigenous languages generally tend to be the
...
complex, specialised and idiosyncratic,
most
those spoken in remote areas by only
especially
few hundred people. Big global languages like
a
Spanish or Mandarin Chinese are relatively
English,
and on the whole follow more predictable
simpler
Because of this uniqueness, the languages
patterns.
are most at risk are arguably those that have
which
most to teach us about the incredible breadth and
the
of human perception and experience …
variety
ar many xampls of Indignous
Thr
that, in addition to ing xotiizd y
languags
gloal lit, srv to hallng how w oniv
a
th ida of languag and xpand our idas
of
human snsory and ognitiv potntial.
aout
ar storis of drum languags that an
Thr
kilomtrs pr hour. Thn thr is Kuuk
160
spokn y th Thaayorr of North
Thaayorr,
in Australia, whih famously has
Qunsland
for asolut ardinal dirtions (suh
16words
north, south, ast and wst that w ommonly
as
instad of rlativ dirtions (suh as lft
know)
right, and straight ahad). Evryday soial
and
in Kuuk Thaayorr rly on this
intrations
sns and spakrs hav n shown
ardinal
possss a pronound aility to know, at any
to
tim, thir ardinal orintation. This arris
givn
into thir ommuniation of tim, som
ovr
laim. Whras English spakrs
rsarhrs
arrang hronologial piturs from
onsistntly
to right, and Arai or Hrw spakrs from
lft
to lft, th Thaayorr, whn faing north,
right
hronologial piturs from right to lft,
arrang
whn faing south, from lft to right. Whn
ut
ast, thy arrang th piturs oming
faing
thir odis. On intrprtation of this is
towards
thir onpt of tim flows from ast to wst,
that
th ris and fall of th sun (Boroditsky
along
hav historially n dply
Languags
in thir nvironmnt, harouring
mddd
knowldg aout th animals, plants
dtaild
osystms of th aras. Intrstingly, som
and
hav laimd thr to a strong
rsarhrs
twn linguisti divrsity and
orrlation
finding that thr ar most spis
iodivrsity,
animals and plants whr thr ar th most
of
the 6,900 languages currently spoken on Earth,
Of
than 4,800 occur in regions containing high
more
w rad aout th disovry of a nw
Whn
of plant or animal y sintists, w
spis
paus to onsidr whthr th popl
should
liv alongsid that spis alrady, in fat,
who
aout and hav a nam for it. Historially,
know
disovrrs hav gnrally not pausd
would-
nough. Loal languags, thn, an
long
of as “ologial nylopdias”; if thy
thought
II. Perspectives
II. Perspectives
2009).
for gnrations.
languags spokn.
biodiversity.
(Goreno et al 2012)
(Survival International 2019)
Most of thos languags ar thratnd.
ommuniat mssags ovr vast distans at
95
no longr spokn, this knowldg may
ar
aus many languags hav no writtn
lost
Asurdly, many of ths languags wr
rord.
primitiv y mor industrializd
onsidrd
rar irumstans, a languag may
In
from a omprhnsiv writtn
rsurrtd
suh as Hrw, whih appard to
rord,
did twn 4 bce and th 1800s. Modrn
hav
and soial ntworking hav nald
thnology
languag spakrs and rsarhrs to
rar
with ah othr and txt mssaging has
onnt
to rord prviously unwrittn languags.
hlpd
projt alld Wikitongus has onntd
A
in many ountris to doumnt, on
voluntrs
spakrs talking in th diffrnt tnss of
film,
mothr tongu. Th projt has vn sought
thir
rord a rang of motional rgistrs y asking
to
aout thir hildhood, romanti livs,
spakrs
hops and goals. Th projt unovrd nw
and
nvr studid y linguists, as wll as
languags
languags that hav no rlation to othr
isolatd
languags. Ths projts ar notal for
known
urgny of thir ontriutors, and for good
th
Rportdly, on of th last spakrs of
rason.
dialt did just for h ould mt with
a
intrviwrs. It is possil that 500
Wikitongus
ould similarly “slip through thir
languags
in th nxt fiv yars” (Strohli 2018).
grasp
trms: Trur
Sarh
and maning
languag
to or rad th transript of this
Listn
with writr David Trur, who
podast
Ojiw, th languag of his popl,
larnd
an adult and has n involvd with
as
fforts vr sin. Disuss th
rvitalization
qustions.
following
Can som knowldg only arrid
1.
in a rtain languag?
forward
Trur xplors th rlationship twn
2.
and sovrignty.
languag
What is th rol of th nation in
(a)
and promoting languag,
prsrving
thrfor rtain typs of
and
knowldg?
Who an and should hlp to prsrv
(b)
languag if th stat is unwilling?
a
What rsponsiilitis rst with individual
3.
of highly ndangrd
spakrs
4II. Perspectives
ommunitis that first mad ontat.
language is a species, but most languages are
Every
habitats, linked closely to the physical habitats
also
which they occur.
in
2012)
(Klinkenborg
For discussion
Preserving a language
Ojiw
languags?
Making connections
Potowatomi and the grammar of animacy
Chapter 5 includes a case study of Potawatomi,
a language related to Ojibwe.
II.2 English as the global lingua franca
There are those of course who quite innocently ask, ‘Wouldn’t the world be a better place if we all spoke the same
language? Wouldn’t it be easier for us to get along?’ My answer is always to say, ‘Terric idea. Let’s make that
universal language Yoruba, or Lakota, or Cantonese.’ Suddenly people get a sense of what it would mean to be unable
to speak your mother tongue. I cannot imagine a world in which I could not speak English, for not only is it a beautiful
language, it’s my language, the expression of whom I am. But at the same time I don’t want it to sweep away the other
voices, the other languages of the world, like some kind of cultural nerve gas.
(Davis 2003)
96
what th anthropologist Wad Davis
Dspit
English is oftn th gloal lingua franca—a
says,
languag twn spakrs of diffrnt
shard
languags. English is also th mdium
nativ
intrnational duation, positioning it as a
of
in whih knowldg is transfrrd
languag
aquird gloally. Many studnts rading
and
ook and studying this sujt do not us
this
as a first or vn sond languag.
English
what that mans for th way thy ar
Considr
dos it man to know a languag “wll”?
What
is th aritr of “wll-spokn” or “wll-
Who
languag? It is important to onsidr
writtn”
rol of duation in dfining propr
th
Th standard forms of languag taught
languag.
shools, for xampl, ar idalizd. Through
in
Tanu, author of Growing up in Transit:
Danau
Politics of Belonging at an International
The
was orn in Canada to a Chins-
School,
fathr and a Japans mothr. Sh
Indonsian
intrnational shools in multipl
attndd
for most of hr arly lif and
ountris
Sh idntifis as a “Third Cultur
duation.
(TCK)—a transnational youth raisd
Kid”
th ultur of hr parnts. In hr ook
outsid
turns to issus of languag, knowldg
Tanu
politis y offring insights from hr
and
work at Th Intrnational Shool (TIS) in
fild
many TCKs of non-English spaking
For
thir xprin of English-mdium
familis,
shools rsml that of
intrnational
immigrants in English-
sond-gnration
ountris. Th dominant ultur of
spaking
shools has signifiant impat
intrnational
th intrultural dynamis that our on
on
as wll as in th hom.
ampus
dsris how fluny in English oms
Tanu
with ing intrnational, and marks
onflatd
status of osmopolitan ultural apital.
th
affts studnts’ slf-prption, as wll
This
taught, oftn ntangld with th intrsts of
is
ultur and rligion. On what
nation-uilding,
an som popl laim that thir varity of
asis
is inhrntly ttr than anothr? As
languag
usrs of a languag, to what xtnt
individual
and should w rsist and hallng linguisti
an
may instans whn a partiular
Thr
varity is not mor propr in som
languag
sns, ut mor appropriat to th
asolut
In knowing a languag, on also
situation.
how to us it in diffrnt forms—words,
knows
and rgistrs—dpnding on th
phrass
in shool, with los frinds, in a jo
ontxt:
with family, and so on. This is od-
intrviw,
a phnomnon many of our radrs
swithing,
intrnational shools will rogniz as ing a
in
story is insparal from th prosss of
This
and gloalization, whih undrpin
olonialism
hirarhis. “Th primay of
soioultural
is insparal from th history of th
English
II. Perspectives
II. Perspectives
onvntions?
transfrring or aquiring knowldg.
shools and govrnmnts, on partiular form
part of thir daily livs.
Box 4.2: English language and the politics of belonging at international schools
Jakarta, Indonsia.
as thir rlationships with family mmrs.
97
II. Perspectives
Empir and postwar Amrian gloal
British
(Fild quotd in Tanu 2017). Tanu
domination”
a prsonal story of how hr duation
offrs
powr rlations within hr family.
afftd
I was growing up, I flt a sns
“As
supriority for spaking English. I
of
arguing with Mom in my tns
rmmr
I swithd from Japans to English
whn
I spok fast, using English
mid-argumnt.
that I knw wr too diffiult
xprssions
my Japans mothr to undrstand
for
to hr limitd English. Sh askd m
du
spak in Japans. I talkd ak, tlling
to
somthing to th fft that English
hr
my first languag and sh was going
was
hav to dal with it. My outurst was
to
omination of gnuin frustration
a
not ing al to xprss myslf in
at
as wll as I ould in English, and
Japans
at ing al to spak English
arrogan
and apitalist disourss aout
Colonial
and ultur hav imud English
languag
suh powr that vn a hild an us
with
as ultural apital to maintain or
languag
rlations of powr with adults.”
hallng
2017)
(Tanu
tahing was ntral to many
Languag
projts, along with th intntional
olonial
of nativ populations that
ultivation
th olonizr’s tasts. This mimiry,
adoptd
languag and valus, y th olonizd
of
is dsrid as on of th most
popls,
th varitis, ants and dialts
Considr
English languag that ar spokn in your
of
Who is said to spak English “wll” and
1.
dos this man?
what
olonial sujt forvr rahing ut
th
th sam ut not quit”
inadquat—“almost
2017). To spak th olonizr’s languag
(Tanu
know thir ways has long n a stratgy
and
gain soial moility, furthr nforing
to
olonizr’s position. Languag is th
th
tool w us to assrt politiizd
instrumntal
and signal our intllign and
idntitis
in th workpla, as wll as th
omptn
or strutur, dpnding on your position,
trap,
plas us in a ultural ontxt. Our ant
that
th “story of whr w hav n and
tlls
w ar going”, in whih th spakr
whr
listnr signal and disrn information
and
position thmslvs in “intrnalizd
to
hirarhis” (Tanu 2017).
soioultural
givs th xampl of South Asian
Tanu
who samlssly swithd twn
studnts
English with a South Asian ant
spaking
spaking to prs from South Asia,
whn
spaking with an Amrian ant
and
non-South Asians. Sh xplains how
to
ants nals th spakr to
“swithing
th privilgs that English ntails, whil
ass
rsisting its powr to dfin
simultanously
idntity” (2017). Th Indian studnts
thir
osrvd at TIS, in hr viw “rlaimd
sh
powr to mark th oundaris twn
th
(South Asian) and outsidrs (non-
insidrs
Asian) y ing sltiv of whthr
South
spok using an Indian (insidr) ant,
thy
Amrian (outsidr) ant” (2017). Ths
or
wr th gatkprs dtrmining
studnts
was an insidr or outsidr and thir
who
What assumptions ar mad aout diffrnt
2.
asd on th way thy spak
popl
What do you think popl infr—rightly or
3.
you y th way you spak
wrongly—aout
4
ttr than hr …
fftiv stratgis of olonial powr, laving
powr am from ant.
For reflection
The English language and you
English?
ontxt.
English?
98
sn th dominan of English in
Having
shools and itis, you may also
intrnational
notid how this affts th tasts and norms
hav
musi, art and soial lif. Whil th gloal
of
and rah of English is undnial, so is
sop
olonial natur. Considr th pom y Shailja
its
low. To what xtnt is th dominan of
Patl
that sh dsris dlining ovr tim?
English
Listn:
fathr spaks Urdu,
my
of daning paoks,
languag
fountains –
roswatr
its urss ar autiful.
vn
spaks Hindi,
H
and mlodi,
suav
Punjai,
arthy
as saag panr,
salty-rih
Swahili lad with Arai.
oastal
spaks Gujarati,
H
anstral prid.
solid
languags,
Fiv
diffrnt worlds.
fiv
English Yt
shrinks
him
down
th languags spokn in diffrnt
Considring
of th world, and y whom, an provid
parts
with lus aout how popl partiipatd in
us
olonial nountr. Hr w fous on English,
th
thr may othr loal xampls that ar as
ut
to onsidr with rgard to th rol of
intrsting
in th olonial projt. Many languags
languag
tras of thir past and lus aout how
arry
wr afftd y th military and onomi
thy
of mpirs.
powr
of British India, for xampl, ontinu
Tras
hard today in th adn of Indian
to
Thr is also “Hinglish”—spokn oth
English.
th Indian diaspora and English-spakrs
y
India—a form of od-swithing twn
within
English and Hindi words in th span of a
using
Sin it rquirs a lvl of omptn
sntn.
oth languags, Hinglish an simultanously
in
a way to rlaim th olonists’ languag as an
tongu of indpndnt India, as wll as to
offiial
an immigrant idntity in English-spaking
assrt
In Hinglish it is not words suh as
ontxts.
“jungl”, “vranda”, “ungalow”,
“dinghy”,
or “pyjamas” that w ar listning
“shampoo”
Ths ntrd th English languag
for.
muh arlir. Thir story—and that
mainstram
othr words that did not quit stik—is told
of
th 1886 Hobson-Jobson, a glossary providing
in
window into British India through th us of
a
What w ar listning for, rathr, is
languag.
way of spaking English, ld y spakrs
anothr
Hindi in diffrnt ontxts around th world,
of
an assrtion of idntity, solidarity and ultural
in
gatkping.
Vitorians on th suontinnt wr
Whil
with xitmnt th nuans of loal
xploring
ntring English, thousands of hildrn in
words
ountris around th world had thir
olonizd
washd with soap for using thir nativ
mouths
in shools. Th mpir’s languag,
languags
through shooling, was on of th
imposd
of olonization. And so onsquntly,
wapons
many post-olonial ontxts, languag
in
and ontinus to a sit of struggl
am
liration and dolonization. Howvr,
for
is not as simpl as dfying th olonizr’s
it
Following indpndn many
languag.
inluding India, ontinud to nfor
nations,
tahing of an offiial “mothr tongu” in th
th
projt, displaing Indignous
nation-uilding
II. Perspectives
II. Perspectives
II.3 Language and colonization
Hobson-Jobson
Compiled over 14 years by two polymaths and
language enthusiasts who served with the East India
Company, Hobson-Jobson is part-dictionary, partjournal.
Fascinating for its representations, as well
as its telling omissions, Hobson-Jobson betrays the
sometimes simultaneously confused, curious and
condescending attitudes of colonists.
for whit mn
Takn from Migritude (Patl 2010)
99
II. Perspectives
in th pross. At th tim of India’s
languags
for xampl, dpnding on whr
indpndn,
found yourslf on th suontinnt, Hindi
you
as forign as English and was mt with
was
rsistan, spially in South India.
widsprad
ld to th Offiial Languags At of 1963,
This
nald English to usd indfinitly
whih
offiial purposs, and xplains why English
for
to on of India’s two offiial
ontinus
languags.
Knyan writr and post-olonial thorist
Th
wa Thiong’o hampiond writing in
Ngũgĩ
languags of Afria, arguing that using th
th
languags as a litrary mdium
olonizrs’
to dntr th mpir and affirms its
fails
ovr th “mntal univrs of th
hgmony
(Thiong’o 1986). For Ngũgĩ wa
olonizd”
it was important to ngag in th
Thiong’o,
rsistan through writing and
anti-imprialist
Loal languags wr still a way to
rading.
partiular forms of knowldg orally
transfr
th hom, ut authoritativ knowldg
in
to writtn down and rad, spially
tndd
duational institutions, and for this
in
h argud it must availal in loal
rason
languags.
diffrnt approah, alit towards similar
A
was usd y post-olonial sholars who
goals,
th olonizrs’ languags as a
appropriatd
tati. It is somtims rfrrd to
suvrsiv
th mpir “writing ak” to th imprial
as
Writing in English, Frnh or Spanish,
ntr.
sholars hallngd th dominant
ths
and rprsntations of th olonizd
thoris
working from within th systm. Writing
y
th olonizrs’ languags also nald
in
among gographially disprsd
solidarity
divrs formr olonis.
andlinguistially
it is not unommon for post-olonial
Andso,
or Indignous languag onfrns
studis
ntirly arrid out in th languags of
to
olonizrs.
formr
human apaity for languag is tid up
Th
qustions of moral haratr, intlltual
with
grim history of languag and th daf
tims
a poignant as study. Prsntly thr
prsnts
ovr 200 sign-languag ommunitis around
ar
world, ah rgardd as having a full
th
from a linguisti standpoint, with its
languag
grammatial ruls. Th main diffrn is
own
sign languags ar omposd of gsturs
that
ommuniatd visually, whras spokn
and
ar voalizd. Gathrd around ths
languags
ar ommunitis of knowrs and
languags
Bing daf or partially daf dos not
“spakrs”.
mak somon a mmr of daf
automatially
Instad, mmrship in daf ultur
ultur.
dtrmind y ommuniation in a signd
is
as wll as shard norms, lifs, valus
languag,
attituds.
and
history of daf ultur holds lssons for how
Th
undrstanding of languag has shiftd ovr
our
with profound impliations. In som daf
tim,
around th world, duation is fousd
shools
tahing hildrn lip-rading and oral sph,
on
ordr for thm to ttr al to intgrat
in
th haring ommunity. This approah,
with
oralism, dats ak to th lat 19th
alld
whn th mdial profssion proposd
ntury,
r-duation of thos rfrrd to at th tim
a
“daf-muts”, a trm widly onsidrd
as
today. Th oralist approah displad
offnsiv
pratis of signd languag,
long-standing
dotors idntifid as a aus of isolation,
whih
aout dafnss undr th authority of
Spaking
and mdiin, haring individuals wr
sin
to dfin th rlationships twn languag
al
th daf or partially daf, as on of dfiit,
and
a handiap, physial disaility, a prolm to
as
urd y inrasingly laorat instrumnts.
idas ontinud to shap th knowldg
Ths
was produd and shard in various
that
rgarding haring and dafnss for
disiplins
of th 20th ntury. Among th various
most
of th oralist approah is th thrat that
ritiisms
poss to th daf ommunity, whr dafnss
it
sn positivly, as th asis for a ultur and
is
dissmination of knowldg using sign
th
An xampl of th omplxity and
languag.
of sign languag in daf ultur is
sophistiation
4
or mor mildly, a wast of tim.
II.4 Deaf culture and signed languages
aility and prsonhood. Th trould and at
xplord low.
100
kind of knowledge is deaf
What
knowledge?
culture
trms: Potry with
Sarh
SLAM YouTu
ASL
SLAM is a form of prforman potry
ASL
known as spokn word potry), whr
(also
things is a human act, it is not an act of
Naming
We are the ones who through language create
nature.
out of the phenomena around us. Yet we forget
things
we control this process and let the process
that
us. Naming things—using language—is a very
control
level abstraction, and when we name something
high
‘freeze’ it by placing it in a category and making a
we
out of it. Language is a map but three important
‘thing’
to remember about maps are: the map is not
things
territory; no map can represent all aspects of the
the
and every map reects the mapmaker’s
territory;
of view.
point
plays a ky rol in all th diffrnt
Languag
of knowldg—inluding th
prosss
words ar spokn. It is a platform for pots
no
prform in Amrian Sign Languag and
to
translation into English is providd. Wath
no
short vido of ASL SLAM dirtor Douglas
this
(a) To what xtnt an an ASL pom
1.
into English without a loss of
translatd
Can you know th answr to
maning?
without knowing ASL?
this
Ar ths prolms of translation
(b)
to signd languags?
spifi
(a) In whih ways dos sign languag
2.
mor amiguity than spokn and
invit
In whih ways is sign languag mor
(b)
than spokn and writtn
pris
Would you all th daf ommunity
3.
of knowrs? Why or why not?
aommunity
of knowldg. But w also us
appliation
and tools to know things aout languag,
mthods
How do we know what we know
III.1
language?
about
muh of human linguisti aility is innat
How
shard among all humans? This was th
and
at th hart of a long and animatd
qustion
in linguistis, drawing ontriutions
ontrovrsy
philosophy, ognitiv sin and
from
Mor importantly, it apturd th
anthropology.
of th puli, with many outsid of th
intrst
world losly following th dat
aadmi
what univrsal faturs ar found in all
aout
rgardlss of othr diffrns among
languags
III. Methods and tools
II. Perspectives
III. Methods and tools
For discussion
Ridloff and onsidr th following qustions.
writtn languags?
languags?
I I I . M E T H O D S A N D T O O LS
to xplain what it is and undrstand how it works.
(Lutz 1996)
prodution, sharing, ass, aquisition and
thm. To know this might rval insights aout
101
origin of languag—how did w as humans
th
to hav th shard apaity for languag,
om
why dos it hav ths partiular univrsal
and
and not othrs? Suh qustions ontinu
faturs
mattr aus languag is important for
to
w oniv of ing human and how w
how
answr to ths qustions aout languag—
On
as univrsal grammar—is attriutd to
known
Chomsky, prolaimd th most important
Noam
aliv y th New York Times. Univrsal
intlltual
thory suggsts that humans hav
grammar
innat faulty for languag aquisition, and
an
whihvr spifi languag(s) vntually
that
all shar a st of strutural faturs.
dvlop,
th 1950s, linguists had n dating th
Sin
of ths faturs, ut th ida of univrsal
dtails
Evrtt, a linguist and formr Christian
Danil
hallngd ths idas in 2005
missionary,
show up among th Pirahã popl in th
not
And so that fatur ould not, in fat,
Amazon.
univrsal aftr all. His laims wr initally
dismissd, ut grw mor aptd
widly
Th Chomsky-Evrtt dat is full of
latr.
dtail you may intrstd to xplor
thnial
and Evrtt’s work on th Pirahã
indpndntly,
is th sujt of th 2012 doumntary
languag
Grammar of Happinss”. For TOK it
“Th
qustions aout what ounts as suffiint
raiss
for laims aout languag. How an
vidn
did whthr Evrtt’s findings ar a rar
w
to an othrwis rlial thory aout
xption
grammar, or a ountrxampl that
univrsal
its dismissal? How w know what w
warrants
aout languag, and how w sustantiat
know
aout it with vidn, rmain important
laims
This is xplord furthr in III.3.
qustions.
w xplor th sintifi mthods usd to
First,
languag through its rlationship
omprhnd
4III. Methods and tools
undrstand human similaritis and diffrns.
grammar was largly aptd.
with th human rain.
with laims that on of ths faturs dos
Voices: Looking for language in the brain
our mind has the mysterious capacity of transforming
arbitrary bursts of sounds or scribbles on a page into
with Nikola Vukovic
a vast array of meaningful thoughts and concepts.
Indeed, our personal, professional and social lives are
all transformed by language. Starting from infancy
each of us builds up lexicons of tens of thousands of
words.
Since language is so integral to what it means to be
human, how do we go about studying it scientically?
Early theoretical investigations themselves relied
on language. Linguists, for example, used thought
experiments and everyday observations to draw
conclusions about how language functions and its
properties as a formal system of signs and grammatical
rules. However, besides being a cultural artefact that
can be observed through the lens of art, philosophy or
anthropology, language is also a human neurocognitive
capacity, amenable to neuroscientic study. From
this perspective we can ask a range of new questions,
such as: where in the brain is linguistic knowledge
stored? How does language interact with other
There is an almost innite human capacity for taking
cognitive systems such as one used for vision, audition
things for granted. One example is that our everyday
or movement? Are dierent languages stored and
encounters with spoken or written language are not
represented together, or in separate brain areas? What
met with wide-eyed astonishment. We rarely question
is the biological basis of language learning problems,
the fact that we are one of the articulate animals, but
disuencies or acquired language decits?
102
a major way of linking the brain to linguistic
Historically,
has been through the study of brain injury
behaviour
caused individuals to lose (parts of) their
which
ability. Examples are the patients of Paul Broca
linguistic
Carl Wernicke—two physicians and anatomists from
and
19th century. Their famous work linked language
the
(aphasias) with damage to specic areas of
disorders
frontal and temporal lobes of the brain. In the case
the
Broca’s aphasia, damage to a region in the front of the
of
called the inferior frontal gyrus caused problems
brain
speech production, while comprehension was
with
preserved. However, damage to the superior
relatively
lobe led to the opposite decit of normal
temporal
production, but loss of comprehension, known
speech
of neuroscientic research since have helped
Decades
extend the basic insights of Broca and Wernicke
us
up a more rened model of language in the
andbuild
Developments in technology and data analysis
brain.
led to the understanding that the machinery that
have
us to produce and understand words and
enables
lies in a network of brain regions much more
sentences
than previously thought. Methodologies
distributed
as functional magnetic resonance imaging
such
allow us to record metabolic brain activity with
(fMRI)
precision, but low temporal resolution. Tools
spatial
as EEG and MEG are able to record brain activity
such
it oms to languag, xprts disagr
Whn
many ntral qustions: whn and how
aout
languag originat? Ar all languags
did
to on anothr on som lvl? To what
rlatd
is languag a uniquly human apaity?
xtnt
maks som languags mor omplx or
What
is not our pla in TOK to try and rsolv
It
dats. But w an and should
ths
th ompting laims mad as part
valuat
ontrovrsis and opn qustions aout
of
Other tools, such as transcranial magnetic
resolution.
(TMS) allow us to disrupt the functioning
stimulation
a targeted brain area temporarily and to draw
of
about its causal role in a given cognitive
conclusions
example, new research shows that word meaning
For
not represented in a purely symbolic fashion. Rather
is
dening words by sole reference to other known
than
as is the case with a dictionary, our brain
vocabulary,
word meaning by calling upon more “basic”
stores
systems. Understanding a word is very
sensorimotor
from just retrieving a denition—it involves
dierent
simulating the various perceptual, motor and
mentally
properties that someone associates with the
emotional
When you hear the word “cat”, your brain produces
word.
extremely fast simulation of what it would be like
an
see a cat in front of you, to hear it or touch it, or how
to
felt one time when a cat scratched you. From a
you
psychology perspective, this is quite a daring
traditional
because it seems to blur the distinctions between
view,
thinking and acting. However, this insight
perceiving,
hardly surprise any poet, knowing the visceral
will
words can have on us: they can lift our spirit and
eect
a joyous swelling of the chest, stir us to action,
cause
us to tears or infect us with stomach-hurting
bring
This emphasizes the fact that there are many
laughter.
ways of knowing, through language,
complementary
On what asis ar th diffrnt laims mad
1.
on what asis an thy ontstd?
and
If onfliting laims ar supportd y vry
2.
vidn—nurologial, ognitiv,
diffrnt
and so on—to what xtnt is it
typologial
to ompar thm?
possil
What is th diffrn twn laims
3.
ar dsriptions of how languag
that
and xplanations of why it works a
works
way?
partiular
III. Methods and tools
III. Methods and tools
process, such as language.
as Wernicke’s aphasia.
science or art—as presented in this book.
with millisecond temporal precision, but lower spatial
Practising skills: Evaluating claims
diffiult than othrs?
languag. Considr th following qustions.
103
Garia Marquz appars oftn on
Garil
lists of favourit authors. Howvr,
popl’s
rading his work in English is atually
anyon
a translation y Grgory Raassa, a
rading
litrary translator, st known for
rsptd
vrsions of works y famous
English-languag
Amrian novlists, among thm Jorg
Latin
Garill Garia Marquz and Julio
Amado,
Famously, Garia Marquz had said
Cortazar.
Raassa’s translation of One Hundred Years
that
Solitude was ttr than th original. To what
of
ar English languag radrs assing
xtnt
Marquz’s work? Or is it, as th Polish
Garia
and Nol laurat Wislawa Szymorska
pot
said (quotd in Popova 2016), “that
on
miral whn a translation stops ing a
rar
is it that maks a translation good, or
What
or ttr than anothr? Clarly th ontxt
ad,
translating a washing-mahin manual
mattrs:
a diffrnt proposition from translating a
is
novl, rligious txt, sintifi papr or
litrary
In som ontxts prision is paramount,
haiku.
in othrs prision may sondary to
whil
asthti quality that is dsrid as artisti,
an
various polaritis hav n usd to
Indd,
translation: as an art or sin, as pris
dsri
rativ, as intrprtiv or ruls-asd. You
or
sns that translation rquirs a alaning
might
ths tnsions. For xampl, omputr-assistd
of
systms, whih us ruls aout word
translation
and syntax, suggst options to a human
ordr
to mak th final, asthti, judgmnt.
ing
addition, thr is th fundamntal qustion of
In
omptny: you might assum, rightly,
languag
knowing th sour languag is a or
that
for translators. This assumption was
omptn
whn Ursula L Guin, a pionring
hallngd
stmd novlist and translator, produd
and
own “translation” of Lao Tzu’s Tao Te Ching,
hr
knowing no Classial Chins. Instad
dspit
usd a 1898 translation y Paul Carus
sh
th assistan of JP Saton, a profssor of
and
a translation ut as a lyrial “rndition”, as
as
and unsholarly”, xplaining
“idiosynrati
like that reader to see why people have loved
would
book for twenty-ve hundred years.
the
Guin mad important intrprtiv disions
L
prsnt th author, Lao Tzu, and his ook
that
losly alignd with hr intrprtation of
mor
“funny, kn, kind, modst, indstrutil,
it:
and inxhaustily rfrshing ”
outragous,
1998). Hrman, in a rviw of L
(Hrman
ook, notd that anything that wnt
Guin’s
th spirit of th ook, as sh undrstood
against
was unapologtially altrd, inluding
it,
to th “king”, “sag”, “mpir” and
rfrns
(usd as a positiv trait), whih sh
“proprity”
rsptivly with “humankind,” “wis
rplad
“th puli good” and “odin”
souls”,
as a ngativ trait). Politial and war-
(usd
ommntary was similarly dltd. L
rlatd
appars to omit, rarrang or rintrprt
Guin
lashs with hr task of making
whatvr
intlltual and spiritual sns”
“asthti,
Lao Tzu’s work. Dspit th xtnt of
of
hangs, L Guin’s work is dsrid
ths
“sholastially rsponsil” and rflting
as
rsarh and onsidral
“painstaking
slf-onsiousnss”
mthodologial
1998).
(Hrman
4III. Methods and tools
III.2 Problems with translation
translation and oms … a sond original”?
as follows.
Tao Te Ching is partly in prose, partly in verse;
The
as we dene poetry now, not by rhyme and meter
but
as a patterned intensity of language, the whole
but
is poetry. I wanted to catch that poetry, its
thing
strange beauty. Most translations have caught
terse,
in their net, but prosily, letting the beauty
meanings
through. And in poetry, beauty is no ornament;
slip
is the meaning. It is the truth … . Scholarly
it
of the Tao Te Ching as a manual for rulers
translations
a vocabulary that emphasizes the uniqueness
use
the Taoist “sage,” his masculinity, his authority.
of
language is perpetuated, and degraded, in
This
popular versions. I wanted a Book of the Way
most
to a present-day, unwise, unpowerful, and
accessible
unmale reader, not seeking esoteric secrets,
perhaps
listening for a voice that speaks to the soul. I
but
(Le Guin 1997)
rativ, honst or dply fling.
Chins. Sh dsrid th alaimd rsult not
104
Guin’s approah to translation prsnts
L
as wll as risks. To what xtnt an
nfits
ass Lao Tzu’s work through L Guin’s
radrs
vrsion? What might th nfits
alaimd
philosophr Waltr Bnjamin on said
Th
thr is no ttr starting point for
that
than laughtr. If h was right,
undrstanding
with th xampl aov, w ar on th
thn
path to undrstanding th omplxitis
right
translation. Th linguist Vinnzo Latronio
of
up with a mor srious xampl—th
follows
ffort in th English dition of Bild-
translation
or AnAnthropology of Images y
Anthropologie,
historian HansBlting, whih was pulishd
art
an ntir haptr. Th rason, th author
missing
was that “dspit a los ollaoration
xplaind,
th patint translator”, th haptr “smd
with
rsist any maningful translation” from
to
into English (Blting 2014). Th sam
Grman
howvr, appars in Spanish, Frnh
haptr,
a numr of othr translations. What dos
and
man for an ntir chapter to rsist translation,
it
that too only in English? What dos it sound
and
whn it gts translatd anyway?
lik
imagins that th missing haptr
Latronio
omittd aus it would hav “soundd
was
Whn is it a good or ad thing for
translatd”.
to sound translatd from English, or
somthing
translatd into English? Can languags
sound
this powr ovr on anothr?
hav
you had usd Googl Translat in 2017, putting
If
th following sntn in Grman aout th
in
of aadmi disiplins, you would
organization
got a rathr urious rsult:
hav
politis of knowldg afft who has
Th
powr to rsist awkward, impris and
th
translations. Blting, as an
misintrprtiv
with som influn, was al to
aadmi
against a translation that did not
advoat
his original maning and intntion.
aptur
lak this powr, and what would
Whomight
th impliations? Th xampl invits us
onsidr languag quity, and th xtnt to
to
translation is a mattr involving two
whih
languags. Languag quity is not only
“qual”
onrn in th ontxt of olonialism and
a
Loal powr imalans twn
gloalization.
and minority languags, spially
national
of statlss nations, play out in ways that
thos
also dsrving of our attntion in trms of th
ar
III. Methods and tools
III. Methods and tools
III.2.1 Resisting translation
and/or risks of this?
Google Übersetzer
SPRACHE ERKENNEN
ENGLISCH
THE ECONOMICS OF ECONOMICS
DIE VOLKSWIRTSCHAFTSLEHRE (AUCH
NATIONALÖKONOMIE, WIRTSCHAFTLICHE
(INCLUDING ECONOMICS, ECONOMICS,
ECONOMICS, ECONOMICS, ECONOMICS,
STAATSWISSENSCHAFTEN ODER
SOZIALÖKONOMIE, KURZ VWL), IST EIN
ECONOMICS) IS A PART OF ECONOMICS.
TEILGEBIET DER WIRTSCHAFTSWISSENSCHAFT
politis of knowldg.
105
plants, insts and animals ommuniat
Do
anything w would all a languag,
using
ould onivaly larn? Do w think of
and
as uniquly human?
languag
sing and rat mating displays, fish
Birds
s dan, ants rlas phromons. W
and
nountr ths laims aout animal
rgularly
and ommuniation, ut th qustion
haviour
whthr thy amount to languag,
rmains
whthr what is ing ommuniatd is
and
Som xampls mak it asir to
knowldg.
and support that laim. Koko th gorilla,
mak
did in 2018, was famous for hr aility
who
ommuniat using 1,000 hand signs and
to
undrstand 2,000 words. Koko was said to
to
hrslf, and gav us a glimps into hr
xprss
Sh mastrd hundrds of nouns and
mind.
at last on instan usd thm to all an
in
sh did not lik a “toilt”. Koko was
intrviwr
said to xprss omplx motions, suh as
also
for xampl whn hr kittn, whom sh
grif,
All Ball, was killd y a ar. Would w
namd
of th most urious pisods of languag
On
to vr tak pla was a NASA and
rsarh
govrnmnt-fundd projt in th 1960s
US
a Carian watrfront faility known
at
Dolphin Hous. Rsarhrs studid
as
ommuniation in th
human-taan
of onnting with anothr sntint
hops
intllignt spis to undrstand thir
and
on th world. On th tam was
prsptiv
and puli intlltual Grgory
anthropologist
onvind aout hr aility to xprin
mor
if sh wr al to ommuniat thm?
motions
would it tak to onvind that Koko
What
grif?
“knows”
grat aps ar our losst volutionary
Th
and xtnding linguisti apaity
rlativs
thm may a logial first stp towards
to
our undrstanding of languag. Mor
widning
Christin Hungr, a sph pathologist,
rntly,
hr dog, Stlla, hav gaind a following
and
Instagram with vidos that show Stlla
on
xprssing thoughts and dsirs.
supposdly
som rsarhrs hav suggstd that
Sparatly,
also “spak” a languag, and on that w
trs
Christin and Stlla @hungr4words
Follow
and follow th
(instagram.om/hungr4words),
low to a National Geographic pi on tr
link
ommuniation.
Gographi How
National
srtly talk to ah
trs
as study low faturs on xampl
Th
humans nountring ommuniation in
of
with th othr-than-human world. It also
and
pronivd notions of what languag
xplors
who is apal of it and how it rlats to
is,
If w do not or annot undrstand
knowldg.
apaity of non-humans to us languag,
th
what asis an w mak laims aout thir
on
and nurosintist John Lilly. It was a
Batson
and, as it would turn out, dply
pionring
wr initially two diffrnt approahs
Thr
th study, on sking to diphr
to
and th othr to tah dolphins
“dolphins”
undrstand and mimi English. Th formr
to
aandond within a fw yars, ut th
was
was pursud furthr. Dolphins had
lattr
known to mak sounds through thir
n
that rsml human sph.
lowhols
4III. Methods and tools
connections
Making
and religion
Language
6 discusses language acquisition motivated
Chapter
religious practice, and the translation and
by
of religious ideas.
dissemination
Language and the other-thanhuman
III.3
world
might al to larn.
othr
knowldg?
Case study
From Dolphin House to DareWin
prolmati attmpt at th study of languag.
106
projt ulminatd with a young
Th
alld Margart How Lovatt,
rsarhr
24 hours a day, six days a wk in
living
immrsiv xprimntal stting with an
an
som point, Ptr gan xprining sxual
At
and having disruptivly. At first, th
urgs
would paus to allow him to mingl
rsarh
fmal dolphins nary. But as his nds
with
mor frqunt, th rsarhrs didd
am
dal with thm as part of th xprimnt,
to
John Lilly had n approvd
Manwhil,
th US govrnmnt to xprimnt with
y
also known as “aid”, whih h was
LSD,
to th othr two dolphins. Muh to his
giving
th halluinogni drugs did
disappointmnt,
sm to hav any fft.
not
oth of ths sandals rok out in th
Whn
on immdiatly aftr th othr, Dolphin
mdia,
thn, Batson had alrady lft th projt.
By
would ontinu to rsarh dolphin
Lilly
throughout his arr, with
ommuniation
fring mthods suh as tlpathy.
inrasingly
th dolphin did at Lilly’s othr laoratory
Ptr
Miami, within a fw wks of Dolphin
in
losing down. Lovatt stayd and turnd
Hous
Hous into hr family hom.
Dolphin
Dolphin Hous vnts sparkd a
Th
that som say had a lasting fft
ontrovrsy
marin sin rsarh and th marin
on
movmnt. Lovatt did not
onsrvation
aout it for half a ntury. But thr
spak
hundrds of hours of audio and vido
wr
as wll as photographs from hr tim
matrial,
Ptr in Dolphin Hous, and in 2014 sh
with
to go on th rord and ontxtualiz
agrd
vnts. Th nsuing doumntary The Girl
th
Talked to Dolphins, tlls th rivting story of
Who
infamous xprimnt. Follow th link to a
this
lip from th doumntary: “Tahing a
short
to spak English” (2:43).
dolphin
III. Methods and tools
III. Methods and tools
adolsnt dolphin alld Ptr.
and Lovatt was th on to tak ar of it.
Hous was dfundd and dommissiond.
Figure 4.4
Margaret Howe Lovatt with Peter the dolphin
107
III. Methods and tools
trms: Tahing a
Sarh
to spak English
dolphin
girl who talkd to
Th
YouTu
dolphins
aftr th optimism and ultimat fiaso
Dads
Dolphin Hous, what do w know aout th
of
taans us to ommuniat and
languag
What ould w larn aout languag,
how?
oth humans and non-humans, from
among
lin of nquiry? Do w hav diffrnt
this
or ttr qustions aout th potntial
answrs
ommuniating with intllignt animals on
of
At last, do w hav a sns of whr
Earth?
limits ar, of how far w ar willing to go in
th
th xtnt that languag influns your rality,
To
w hav nountrd argumnts in this haptr
and
suggst it dos, should w mor intntionally
that
languag towards thial or politial goals?
utiliz
I.2, xamining th onpts of growth and
Stion
provids on argumnt for this.
dvlopmnt,
this ook w hallng th ida that
Throughout
an “nutral”—so what dos nutral
knowldg
2 disusss how politial and soial will
Chaptr
takl limat hang has n undrmind y
to
alan—th attmpt at impartial rporting
fals
atually ovrstatd th as against
that
gloal warming. Shool txtooks,
anthropogni
this on, also hav a rol to play. Fals
inluding
was not a prolm of languag as muh
alan
of ditorial and journalisti prati, ut thr
as
a languag-rlatd quivalnt. “Chang” and
is
ar not words you assoiat with
“warming”
risis and mass animal-xtintion,
atastroph,
thy ar oftn also usd in rfrn
though
rsarh in this ara looks vry
Although
today, thr ar som striking
diffrnt
Prhaps our prsnt-day “girl who
parallls.
to dolphins” is a frdivr who
talks
on whals. Som of th popl—
avsdrops
marin sintists, mavrik linguists,
amatur
frdivrs, sound thnology
world-lass
study dolphin and whal
nthusiasts—who
today also hav vry
ommuniation
mthods and thoris. Thy too
unorthodox
th lins of onvntion. Jams Nstor tlls
push
story of ths rngad frdiving
th
working olltivly undr th nam
sintists,
in th linkd vido.
DarWin,
trms: Daring frdivr
Sarh
who talks to sprm
rgistrs and lvls of motionality
diffrnt
with diffrnt manings. Unitd
assoiatd
Srtary Gnral, António Gutrrs,
Nations
dsrid limat hang as a “risis” and
has
dirt xistntial thrat”. Grta Thunrg has
“a
argud “[i]t’s 2019. Can w all now
powrfully
it what it is: limat rakdown, limat
all
limat mrgny, ologial rakdown,
risis,
risis and ologial mrgny?”
ologial
in Carrington 2019).
(quotd
a study of nwspapr ovrag twn 2001
In
2015, Chrry Norton and Mik Hulm found
and
ditorials aout limat hang am
that
lss dividd on partisan lins. This may
muh
good nws, ut thy onvrgd towards an
narrativ—what you might
“Eomodrnist”
a “aland” or idologially unontntious
all
of th issu—that mphasizd
framing
and innovation as routs out of
thnology
risis, whil rognizing that adaptation to
th
wathr would nssary. It was
xtrm
a all to “thno-utopianism”, th ida that
also
4IV. Ethics
ordr to know?
I V. E T H I C S
IV.1 Language, emotion and truth
whals
languag looklik?
thnology will fr us from our trouls.
to th limat mrgny. Languags hav
108
w saw in Chaptr 2, II.3, in May 2019 th
As
nwspapr th Guardian issud a guid
UK
rommnds using th languag “limat
that
risis, or rakdown” and “gloal
mrgny,
instad of “limat hang” and
hating”
Following that xampl,
“gloalwarming”.
trms: npr rviwing
Sarh
for ovring
languag
languag of aortion rights has om
Th
politiizd, whih is unsurprising
xtrmly
many. Th US National Puli Radio (NPR)
to
linkd hr provids an insight into
artil
nwspaprs hav grappld with writing
how
it, spially whn thy do not want
aout
tak sids. For xampl, th trms “ay”
to
“fotus” may sm intrhangal ut,
and
th NPR rports, anti-aortion advoats
as
argud that “fotus” fls dvoid of lif,
hav
aortion-rights supportrs ontnd
whras
“unorn hild” or “ay” unfairly
that
aortion with murdr. Pulishrs
quats
stuk twn th rok and th
appar
hard pla—how do thy did
provrial
languag is appropriat? What lssons
what
w larn aout how languag intrsts
an
our this and politis?
with
spaking, “fotus” rfrs to th
Thnially
twn th ighth wk of prgnany
stag
irth and is th prfrrd trm in most
to
and mdial us. Bfor th ighth
sintifi
th trm is “mryo”. But this
wk,
produs a rgistr that may
trminology
in som ontxts. “Fotus” is
inappropriat
usd in vryday languag y xpting
rarly
national puli roadastr (CBC) issud
Canada’s
mmo along similar lins. If our word hois,
a
and rational as thy appar to ,
unmotional
and rinfor a lak of limat ation, thn
rflt
ut “ay” and “hild” ar widly
parnts,
vn in th arlist days of prgnany. To
usd
aout a misarriag—“sadly, thy lost
spak
ay aftr svn months of prgnany”—
th
th word “fotus” instad of “ay”
using
sm unsympathti or old-hartd
ould
a dply traumati vnt. As a not:
aout
aortion advoats hav also ojtd
som
th trm “xpting mothr”, insisting on
to
prson”. It an sm lik a languag
“prgnant
dat has afftd how w rfr to
Th
and supportrs of aortion. NPR
opponnts
guidd journalists to us “aortion rights
has
ut not “pro-lif” or
supportr/opponnt”,
Among othr things, this is
“pro-hoi”.
ffort to prott NPR from ausations of
an
ias, ut as Elizath Jnsn writs,
politial
has not stoppd its radrs and listnrs,
that
oth sids of th dat, from omplaining
on
th magazin favours “th othr sid”.
that
standards and this … ar
“Journalism
always lar-ut. Thy rprsnt a
not
ffort to put in pla poliis that
st
to produ fairnss and auray.
attmpt
ah sid to hoos th languag
Allowing
wants dos not produ, muh lss
it
IV. Ethics
IV. Ethics
this would appar to a stp in th right dirtion.
Box 4.3: “Babies are not babies until they are born. They’re foetuses.”
aortion
arms ra.
guarant, that goal.” (Jnsn 2019)
IV.2 Just language
Teach her to question language. Language is
the repository of our prejudices, our beliefs, our
assumptions.
(Adichie 2017)
109
IV. Ethics
ontain parls of wisdom, shard
Languags
olltiv knowldg and som
historis,
positiv things—as author Chimamanda
lss
Adihi puts it, “prjudis” and
Ngozi
xprssions that an privd
Avoiding
opprssiv or marginalizing (known as
as
orrtnss”) and onfronting
“politial
languag ar manifstations of
prolmati
ida that languag an inflit harm and
th
hang. And w hav good rason to
prvnt
that it an. But what happns whn our
liv
and soial norms volv fastr than our
morals
our languag rflts past
languag—whn
What fatorsafft how quikly
snsiilitis?
and its various ommunitis of
languag,
adapt to th nw politis?
spakrs,
to th intrnt, for xampl, has n
Ass
important vhil for individuals to gathr,
an
and larn aout rvisiting languag—
disuss
th risk of laving hind popl and groups
with
th hargd issu of offnsiv and opprssiv
On
it is rlvant for us in TOK to xamin
languag,
sop for agrmnt and disagrmnt.
th
dos not only rflt our valus; its
Languag
us influns th dvlopmnt of
ontinud
and in this way it prptuats thos
attituds,
th list of words on loggr has
Considr
using in his fforts to mak his
stoppd
trms: On using mor
Sarh
languag isht
inlusiv
1. On what asis hav words n inludd in
Who an lgitimatly argu on of ths
2.
is not harmful and should not on
words
for thr is suffiint agrmnt that
happn
languag is unaptal and falls out
rtain
us. How dos this onsnsus form? What
of
influn it? And how do w first om to
fators
th qustions aov us “w”, ut th
Noti
vary for diffrnt tims and groups
answrs
popl. Som may om to know th this
of
politis of languag through prsonal
and
othrs, through th laims of th first
xprin;
Thn thr ar thos who do not om
group.
know this for a long tim, or at all. Thr is
to
thr for a grat dal of disagrmnt
potntial
disput. Thr may disagrmnt on th
and
of th harm or offn too, and thrfor
xtnt
this spa, it is ultimatly important how w
In
Considr th rol of powr, in trms
disagr.
whih laims-makrs ar sn as rlial
of
lgitimat, whih laims ar ing trustd
and
susptd, and what ounts as vidn for
or
harm ing xprind or don. How do
th
onpts of truth, nutrality, ojtivity and
th
apply hr?
impartiality
that ar widly onsidrd raial, thni
Words
gndrd slurs ar oftn mt with zro
and
Ar thr trms and phrass at th
tolran.
arrying offnsivnss that is not yt
frontir,
3. What kinds of thial rsponsiilitis do
with rgards to languag that you
(a)
us that you know is offnsiv
urrntly
as a onsqun of harmful languag
(b)
hav usd in th past without
you
whn harmful languag is usd y
(c)
ls in your prsn?
somon
4
Ar ths issus of languag per
“assumptions”.
or of its us? Is suh a distintion possil?
se
know whih words aus harm and violn?
th appropriat ation.
who do not or annot ass th onlin disours.
aknowldgd or known?
idas and valus. Considr what nds to
For discussion
Inclusive language
you hav:
languag mor inlusiv.
to som groups of popl
whit mal
ralizing
that list?
th list?
110
and
Knowledge
Indigenous
societies
centuries, Indigenous Peoples have developed bodies of knowledge and practices for
For
understanding, and living in the world. With globablization, and a world still healing
explaining,
the violence of colonialism and imperialism, how are we encountering these diverse
from
knowledge traditions? In our capacity as non-Indigenous authors, in this chapter we
Indigenous
explore both our knowledge about Indigenous Peoples and, where appropriate, the different
will
belonging to Indigenous Peoples. Studying knowledge and Indigenous societies
knowledges
not only the encounter between Indigenous and non-Indigenous Peoples and knowledge,
reveals
also the relationship of education and knowledge with power, as told through the stories of
but
5
colonialism and decolonialism.
Initial discussion
• Where does your knowledge about Indigenous societies come from?
• What does it mean to say something is Indigenous knowledge?
• How is Indigenous knowledge acquired and by whom?
• How are the processes of producing, sharing and applying Indigenous knowledge similar to or different from
those processes for other types of knowledge?
• What gives value and legitimacy to Indigenous knowledge?
111
I. Scope
societies have diverse ideas and
Indigenous
relating to citizenship, governance, laws,
practices
teaching and learning, ceremony, ritual,
ethics,
and healing, and relationships, among
health
These ideas, and the way that knowledge
others.
them is organized, produced and shared
about
not align with how you understand
may
explain the world. If that is the case, we
or
your curiosity towards this feeling of
invite
As this chapter will make clear, we
unfamiliarity.
much to learn from Indigenous knowledges,
have
the more legitimacy and authority they are
and
the more comprehensible and accessible
given,
will begin to appear. While Indigenous
they
are rooted in rich intellectual
knowledges
they are not a thing of the past and
traditions,
be spoken about in the present tense.
should
knowledges and Peoples are also
Indigenous
recognized as holding important keys
increasingly
our way out of the climate and ecological crises.
to
United Nations Permanent Forum on
The
Issues (UNPFII) estimates that there are
Indigenous
Indigenous people worldwide, living
370million
over 70 different countries. Who calculates those
in
and how? What are the different ways
numbers
has been defined and understood?
indigeneity
are important questions associated
These
identity and rights. Those recognized
with
Indigenous are granted protections within
as
and international law and, in some
national
benefits in relation to affirmative action.
contexts,
May 2016 the Fifteenth Session of the UNPFII
In
that since Indigenous Peoples continue
affirmed
be vulnerable to exploitation, marginalization,
to
assimilation and genocide, they are
forced
to special protections. Agreeing on
entitled
can be a high-stakes and deeply
definitions
political issue.
challenging
is no official definition of “Indigenous”
There
international law, because of the diversity
under
experience among Indigenous Peoples. There
of
also no such thing as one “Indigenous world
is
would be correct to be suspicious
view”—you
any textbook that purports to explain such
of
view. Sometimes writers and thinkers will
a
refer to themselves as Indigenous, or
not
collective term, because it defines
another
experience through the pathology of
their
and obscures the specificity and
colonization,
of distinct Indigenous cultures. The
diversity
of these groups is commonly called
knowledge
knowledge, but it would be more
Indigenous
at times it has served the political
However,
of Indigenous Peoples to unite under one
cause
globally, as sovereign peoples independent
banner,
the nation states that marginalized them.
of
Chakravorty Spivak calls this “strategic
Gayatri
(2010) using one essentializing label
essentialism”
advance strategic political goals. The word
to
was used by Aboriginal leaders inthe
“Indigenous”
as a way to identify, unite and represent their
1970s
in political spaces such as the United
communities
(UN). Until then their common cause had
Nations
dismissed by international organizations as
been
problems to be dealt with within nationstates.
domestic
By uniting under one banner, Indigenous
could express their common cause and be
Peoples
as a sovereign and independent force.
seen
and organizations have adopted various
Nations
definitions of “Indigenous” to enable
working
decisions, but these are not intended to
policy
definitive. You may have also heard the terms
be
“Native”, “First Nations”, “Tribal”
“Aboriginal”,
“Amerindian”, among others. “Indigenous”
and
chosen because other terms carried negative
was
or had been imposed by colonizers.
connotations
5
I . S C O P E
accurate to call it Indigenous knowledges.
I.1 Who and what is Indigenous?
It has been said that being born Indian is being born
into politics. I believe this to be true; because being
born a Mohawk of Kahnawake, I do not remember a
time free from the impact of political conict.
(Alfred 1995)
The use of the plural “peoples” is intentional and
112
to affirm the diversity among Indigenous
necessary
and their rights to self-determination.
Peoples
are said to be Indigenous based on
People
and recognition from their
self-identification
The idea of measuring indigeneity
community.
bloodline is problematic, as the Australian
by
Rights and Equal Opportunity
Human
reported in2002.
Commission
Aboriginal people may generally be direct
While
of the original inhabitants of a particular
descendants
form of ‘Seth begat Enosh begat Kenan’
genealogical
order to prove membership of the group. … A
in
may have been adopted into a kinship group
person
there is no direct or suitable ospring to carry
where
ceremonial obligations. … Genetic science
out
have no part to play in determining whether
should
not a person should be eligible for benets. If the
or
of descent is to remain in Australian law
element
a test of Aboriginality, it should be interpreted in
as
with Indigenous cultural protocols.
accordance
United Nations Working Group on
The
Populations (WGIP) adopted a
Indigenous
definition in 1982 but would not
preliminary
on a lasting definition. Later, James Anaya,
agree
United Nations Special Rapporteur on
former
Rights of Indigenous Peoples, made an
the
to define Indigenous Peoples as: “living
attempt
of pre-invasion inhabitants of
descendants
now dominated by others [that remain]
lands
distinct groups that find themselves
culturally
by other settler societies born of forces
engulfed
empire and conquest” (Anaya 2004).
of
leaders have argued that any definition
Indigenous
indigeneity must refer to their ties to land and
of
Many, such as Māori scholar Linda Tuhiwai
place.
of the Ngāti Awa and Ngāti Porou iwi,
Smith
referring to a range of distinct peoples and
By
using the single word “Indigenous”, do we
cultures
Rights include individual as well as
Indigenous
rights. It is the collective rights that protect
collective
basis of Indigenous society, and for which
the
recognition is important from nation states
ongoing
multilateral organizations. Collective rights
and
the rights to self-determination, subsistence
include
self-governance and land. In the context
economies,
Indigenous sovereignty, it is worth pointing out
of
settler states are not being petitioned to grant
that
to Indigenous Peoples, but to recognize and
rights
concept of international human rights
The
the Western democratic societies that
reflects
them, and has tended to overlook
designed
rights in favour of individual rights.
collective
relationships did
Indigenous-settler
begin with the “Age of Discovery”
not
between European
encounters
and their colonies. Most
empires
cultures arrived and settled
human
place at some point in history,
into
the messy timeline of who was
and
first, and what happened upon
where
create the backdrop of claims
contact,
indigeneity today.
to
Ainu, Japan’s Indigenous
The
are a noteworthy example.
People,
by the Japanese state
Acknowledged
in 2008, and officially
only
I. Scope
I. Scope
question whether we should use a single term at all.
of Australia, Indigenous customary law does not
part
on linear proof of descent in the Judeo-Christian
rely
undermine and ignore their differing experiences?
uphold Indigenous Rights, Title and Law.
Box 5.1: The Ainu—Japan’s Indigenous People
Figure 5.1
Ainu group from the Island of Hokkaido or Yezo, Department of
Anthropology, 1904 World’s Fair
113
only since 2019, their claims to being
recognized
have been long disputed. What
Indigenous
the implications of designating the Ainu as
are
Indigenous group as opposed to an ethnic
an
Consider the following article, as well
minority?
the questions below.
as
1. What gives legitimacy to the claim of Ainu
the diversity of Indigenous Peoples, their
Despite
and the contexts in which they live,
histories
knowledges are often said to possess
Indigenous
shared features, two of which specifically
some
the scope of Indigenous knowledge: the
concern
that it is local and holistic.
claims
does it mean to say that Indigenous
What
is local? The word suggests that
knowledge
is depth to this knowledge: it is produced
there
a specific cultural and ecological context, by
in
with a long tradition of direct personal
people
and close engagement with the
experiences
and is appropriate to navigating a
place,
environmental and social reality.
particular
Peoples have developed an intimate
Indigenous
of their environments that allows
understanding
to thrive anywhere from the Amazon
them
to the high-altitude deserts of the
rainforest
At the same time, implicit in the
Himalaya.
that Indigenous knowledge is local is
claim
assumption that it is only appropriate to or
the
in a local context. Could it be that
applicable
have so little to learn from the tribes in the
we
or nomads in the Changthang? Or is
Amazon
idea a vestige of colonization, of a failure to
this
decolonize?
is important to consider why universality is
It
a claim typically associated with Indigenous
not
Could some aspects of Indigenous
knowledge.
be considered universal? Could, for
knowledges
(b) By whom?
What are the implications for the
4.
and traditions of the Ainu if
knowledge
who voyaged over vast stretches of
navigators
ocean be generalized into a universal system
open
navigation? What about the water management
of
crop cultivation practices of Indigenous
and
do have a system of knowledge that is
We
across the world—through education
deployed
globalization—that is assumed to be
and
valid and applicable. Consider why
universally
forms of knowledge are assumed to be
some
rather than local, and through which
universal
and practices they have been produced.
methods
critics have argued that local knowledges
Some
all there is—that the Western system of
are
is not inherently universal, but has
knowledge
universalized. For example, Vandana Shiva
been
the following.
writes
universal/local dichotomy is misplaced when
The
to the western and Indigenous traditions
applied
knowledge, because the western is a local
of
which has been spread world wide through
tradition
universal would spread in openness. The globalising
The
spreads by violence and misrepresentation. The
local
level of violence unleashed on local systems
rst
knowledge is to not see them as knowledge. …
of
local knowledge does appear in the eld of
When
globalising vision, it is made to disappear by
the
it the status of a systematic knowledge, and
denying
it the adjectives ‘primitive’ and ‘unscientic’.
assigning
the western system is assumed to be
Correspondingly,
‘scientic’ and universal.
uniquely
5I. Scope
What is offered as evidence, and what
2.
compelling evidence of the
constitutes
Ainu’s indigeneity?
3. (a) On what basis can this evidence be
disputed?
Search terms: tofugu the Anui
they are considered Indigenous?
indigeneity?
I.2 Indigenous knowledge as local,
holistic and dynamic
farmers on the Balinese terraced rice fields?
intellectual colonisation.
(Shiva 1993)
example, the knowledge and skills of Polynesian
114
claim made about Indigenous
Another
is that they are holistic—they
knowledges
of domains such as history, art,
conceive
religion, language and medicine as
culture,
overlapping, inseparable and
interconnected,
into a whole. Think about how
integrated
is different from the way knowledge is
this
in the TOK course, where separate
presented
of knowledge have their distinct scope
areas
methods, producing different and possibly
and
perspectives on the world. This
irreconcilable
the questions of whether, and when,
raises
is appropriate to use the tools of the areas
it
knowledge to understand Indigenous
of
in their interconnected complexity.
knowledges
we use the methods of science, or art or
Would
to evaluate an Indigenous knowledge
religion
Does the holism of Indigenous knowledges
claim?
a different understanding of the world,
facilitate
compared to the fragmented view arising from
as
different academic disciplines? Keep these
the
in mind as you encounter claims across
questions
knowledge is often described as
Indigenous
but dynamic; a cumulative body
traditional,
knowledge and set of practices, developed
of
millennia through direct experience and
over
5.2 Painting depicting a location from an Australian
Figure
songline
Aboriginal
a better metaphor for Indigenous
Perhaps
is a compass—a tool for orienting
knowledge
knowledge is not a fixed body of
Indigenous
that can or should be preserved in
knowledge
authentic state. It is continuously adapting
some
growing in response to the forces that affect it.
and
view of the diversity, as well as the
In
local, holistic and dynamic nature
supposed
Indigenous knowledge, consider the
of
questions.
following
Recall the map metaphor of knowledge
1.
we explored in Chapter 1. To what
that
is your knowledge, your map
extent
the world, informed by Indigenous
of
suggested that Indigenous knowledges
Shiva
be rendered invisible by denying them
can
status of “knowledge”, and threatened
the
“erasing and destroying the reality which
by
What is this reality that Indigenous
2.
attempt to represent?
knowledges
3. What are the forces destroying this reality?
context of Australian Aboriginal songlines,
the
through the landscape used by
pathways
beings of the Aboriginal creation
ancestral
(known popularly as the Dreaming).
story
meld together geography, history and
Songlines
with song and art, and those who can
astronomy
many songs in the right sequence hold an
sing
knowledge about their environment
expansive
the meanings of their world. Each song
and
important landmarks and other clues
describes
help a traveller to navigate vast distances.
that
Australian continent is said to be covered
The
songlines, some of which extend hundreds of
in
and cross numerous tribal, cultural
kilometres
linguistic boundaries. Songlines can be
and
in multiple languages in sequence,
composed
I. Scope
I. Scope
For discussion
The scope of Indigenous knowledge
knowledge?
the chapters in this book, and elsewhere.
they attempt to represent” (Shiva 1993).
transmitted orally, in an ongoing process. Thatis,
Box 5.2: Songlines—storytelling, music, geography and astronomy
oneself in the world. Consider this metaphor in
and their rhythm, rather than words, is said to
115
I. Scope
II. Perspectives
the contours and features of the terrain.
map
to a song is described as equally
Listening
more effective for knowing the land than
or
on or seeing it. Further, songlines can
walking
painted in stages, with a complex key of
be
structures and colours that appear
symbols,
groups of people, living on different
Different
of land, will know different songlines
sections
is an astonishing diversity of beliefs,
There
and rituals among Indigenous cultures.
practices
these ways of knowing and being
Collectively,
the world capture what we know about the
in
potential of humanity. Much as the
wondrous
or the biosphere envelops the planet,
atmosphere
too does the sum total of human cultures—
so
anthropologist Wade Davis has
something
terms: Wade Davis
Search
from endangered
Dreams
the link to listen to Davis explain the
Follow
of the ethnosphere, through examples
concept
its diversity and the forces threatening the
of
of Indigenous ways of living.
survival
different ways of thinking and being,
The
over centuries, are practised by
developed
of knowledge keepers. In engaging
communities
the knowledge of Indigenous cultures
with
is important not to exoticize, fragment
it
selectively misinterpret them. Recall the
and
about holistic Indigenous knowledge:
argument
what extent can we grasp what it means for
to
Cofan of the Amazon to hear plants speak
the
sing to them, without understanding other
and
domains of that context and system
interrelated
knowledge? This chapter invites you to
of
The songlines contain vast cultural
story.
akin to an entire cosmology,
knowledge,
the laws, responsibilities and
outlining
of the people, and are meticulously
ceremonies
terms: What are
Search
YouTube
songlines?
Indigenous knowledges and practices
explore
the contexts in which they are embedded—
in
experience, language and ecology. Often,
history,
we are learning to engage with Indigenous
when
outside of our cultural domain, it is
knowledges
to forget that there are multiple perspectives
easy
Indigenous knowledge communities as
within
and each of these communities has ways of
well,
through disagreements and resolving
working
claims. As authors, it is not our place
competing
share Indigenous stories with you. Gregory
to
(Opaskwayak Cree Nation) specifically
Younging
against the tendency to treat and share
cautions
knowledge as gnaritas nullius or “no
Indigenous
knowledge”, and therefore everyone’s
one’s
This undermines Indigenous
knowledge.
agency over how their knowledge is
Peoples’
in accordance to Indigenous Protocols
shared
a long time, knowledge production practices
For
as academic research) and knowledge
(such
institutions (such as schools) have
dissemination
and marginalized Indigenous ways of
erased
and being. Today, these practices and
knowing
challenge the relationship—past
institutions
contemporary—between education and
and
colonialpower.
5
taught and learned by each generation.
Follow the link to learn more about songlines.
more like a visual code than a map.
and therefore different chapters in the creation
I I . P E R S P E C T I V E S
termed the “ethnosphere” (2003).
cultures TED Talk
and Customary Laws.
II.1 Education for all
116
has been written about the destructive
Much
damaging effects of Western education
and
Indigenous students, for example in the
on
of the Canadian residential school
context
or the policies of Thomas Babington
system,
in British India. The effects are
Macaulay
for example, there are lower rates of
ongoing;
success among Indigenous students in
academic
the World” is a 2010 documentary
“Schooling
the assumptions and consequences
about
the Education for All movement, with a
of
on schooling in Ladakh, a region in the
focus
educational programmes (including
International
IB Diploma Programme) have gaps in their
the
in terms of the representation and
curricula
of non-Western ways of knowing and
inclusion
The inclusion of this chapter in TOK
being.
a significant opportunity to consider
offers
education” both as a proces of decentring
“decolonizing
Western knowledges in the curriculum,
well as “education that decolonizes” through
as
way it is set up.
the
education, values associated with
Within
are shaped and reflected by decisions
knowledge
what gets taught and how. Therefore,
about
curriculum becomes an important part of
the
decolonization project. Which forms of
the
have been and are being prioritized
knowledge
valued, and which perspectives are
and
or excluded? Who has the power
misrepresented
make these decisions, and how do those
to
get and maintain that power?
people
terms: Schooling the
Search
thefilm
World
mountainous region of
The
provides an inspiring context for
Ladakh
socio-political themes because of
examining
rapid changes that have occurred in just
the
generation, and where living memories
one
teach us much about ideas of development
can
progress. Some of this can be traced back
and
the application of mainstream, culturally
to
is a prime case study, because in
Education
schools in Ladakh had the highest
the1990s
of exam failure in the world, with more
rate
90% of Ladakhi students failing the
than
Indian board exams. Students were
annual
in one of three languages, none of
taught
were Indigenous, in a system imported
which
a post-independence interpretation
from
British education with casually religious
of
The implications of this for
overtones.
II. Perspectives
II. Perspectives
A major thrust of much colonial and state policy has
been the attempt to assimilate Indigenous groups
both by force of arms and through more subtle
pressures to conform to the dominant society. . . .
In many countries, governments ran programs of
indoctrination under the guise of education.
First Nations Studies Program, University
of British Columbia
mainstream educational systems today.
Case study
Schooling the world and learning
from Ladakh
unadapted development policies in the 1980s.
northern part of India.
Ladakhi identity and Traditional Knowledge
117
became clear only decades
preservation
The Students Educational and Cultural
later.
of Ladakh (SECMOL) was founded
Movement
address this problem in a forward-looking
to
culturally resonant way that respected
but
Knowledge, with the criteria for
Traditional
being that a student had to have
admission
exams elsewhere. SECMOL as a case
failed
informs how and why we educate, or
study
education, and how far the implications of
seek
decisions go. It also explores the tensions
those
innovation and tradition as ways to
between
second case study, presented in the film
A
from Ladakh” concerns traditional
“Learning
knowledge and the role of food
ecological
The film tells the story of an ill-
subsidies.
system of wheat and rice subsidies
conceived
began in the 1970s that led to the collapse
that
local food systems. The entire region
of
then enrolled into the cash and market
was
dependent on and reinforced by the
economy,
knowledge economy of education.
modern
terms: Ancient futures
Search
from Ladakh Vimeo
Learning
consequences of this included new forms
The
labour relations and rising inequality,
of
dysfunction, plastic and other nonbiodegradable
communal
waste, water pollution, and the
of cardiovascular and metabolic
prevalence
of which existed until very
diseases—none
Ladakhis are exceptionally aware and
recently.
lament is audible and profound, and yet
their
is good practice, and in this case important,
It
clarify what the words “decolonize”
to
“indigenize”—sometimes used
and
in relation to knowledge.
interchangeably—mean
coming, consuming and leaving. What
keep
we learn from this case and from local
can
of response and resistance? How do
forms
balance individual, communal and ekistic
we
in rapidly modernizing and globalizing
needs
cultures?
Indigenous
Ladakhis there is a robust discourse
Among
ways forward and optimism in the face of
on
Local agents of change champion
challenges.
for change aligned with or against the
visions
and international aid system. Local
national
and change-making are necessarily
politics
in Traditional Knowledge, identity
entangled
culture. This includes Ladakh’s identity
and
“Little Tibet”, the generations of Tibetan
as
that call it home, and the nomads
refugees
move through the plains and rely on trade
who
the militarized borders between India,
across
and Pakistan. Religion in this context
China
Buddhists and Muslims side-by-side
includes
centuries, Christian missionaries, and the
for
influx of Hindus as high-paying tourists
steady
as cheap labour for Ladakhi landlords.
or
Buddhist monasteries house priceless,
Many
works of art and yet lack the
centuries-old
to preserve them in the way of
resources
museums. Some of those monasteries
modern
caches of ancient weapons, though
house
Buddhism has a reputation for peace.
Tibetan
has this narrative been shaped by one
How
the 14th Dalai Lama, in his political
man,
existential struggle? Ladakh sits at the
and
top of India, incongruously into
geographic
national identity, and sandwiched between
the
Tibet and Pakistan, with
Chinese-occupied
India has fought fivewars.
whom
5II. Perspectives
recover from a failed modernism.
to outsiders Ladakh appears pristine, tourists
II.1.1 Decolonizing knowledge, indigenizing
Decoloniziation, in the context of knowledge:
the curriculum
“involves valuing and revitalizing Indigenous
knowledge and approaches and weeding out
settler biases or assumptions that have impacted
Indigenous ways of being. Decolonization
necessitates shifting our frames of reference
with regard to the knowledge we hold; examining
how we have arrived at such knowledge; and
considering what we need to do to change
118
prejudice, and assumptions
misconceptions,
Indigenous Peoples.” (Antoine et al 2018)
about
Indigenization is:
process of naturalizing Indigenous knowledge
“the
and making them evident to transform
systems
places, and hearts … [T]his involves
spaces,
Indigenous knowledge and approaches
bringing
with Western knowledge systems. It is a
together
coming together of these two ways of
deliberate
its nature, TOK is well placed to address
By
of these calls to action. What might a
both
indigenized TOK course and
decolonized,
look like? How can decolonizing and
curriculum
work in TOK reflect on the rest of
indigenizing
IB Diploma curriculum?
the
two processes are often said to go hand in
These
The work is to simultaneously deconstruct
hand.
knowledge and knowledge systems,
colonial
upholding the persistence and value of
while
ways of knowing. There are dangers
Indigenous
doing one without the other: it can lead to
to
or to criticism that does not offer an
tokenism,
and thus reverts back to a default state.
alternative
Indigenous ways of being and knowing
That
is a testament to the strength of Indigenous
persist
and the value of Indigenous knowledge.
Peoples
Potlatch as Pedagogy: Learning Through Ceremony,
In
Florence Davidson (Haida/Settler) and
Sara
Davidson (Haida Nation) write about
Robert
social function of the potlatch as a locus of
the
sharing, identity formation, resource
knowledge
and ceremonial transmission of
distribution
There is variety among the potlaches of
protocols.
First Nations of the Pacific Northwest,
different
the event may involve a ceremony, a rite of
and
the sharing of food, dances and stories
passage,
the exchange of resources. In “We Were Once
or
Davidson and Davidson write about the
Silenced”
federal government’s deliberate attempt
Canadian
undermine the acculturation and knowledge
to
of Indigenous Peoples through anti-
transfer
legislation. The 1884 Potlatch Ban was
potlatch
lifted in 1951, and potlatches that had been
only
and performed in secret are now openly
adapted
again. People born during the 67 years
convened
the ban were bearing witness to their cultural
of
being performed freely for the first time
practices
this ban and other assimilationist
Alongside
Indigenous children were removed from
tactics,
communities and placed in residential
their
The last such institution, Gordon
schools.
Residential School in Saskatchewan,
Indian
operated by the Canadian government
was
1996. Throughout all of this, elders and
until
keepers honoured ancestral ties and
knowledge
the cultural survival of Indigenous ways
ensured
knowing, learning andbeing.
of
does it mean to indigenize and decolonize
What
against the backdrop of legislation
education
education used to eradicate cultural
and
knowledge practices? How do we, as
and
teachers and communities, protect
individuals,
taking part in the very same abuse again,
against
As you come up with your own
unintentionally?
consider these tworesources.
answer,
1: the calls to action (62–65) for education
Source
the Truth and Reconciliation Commission of
by
terms: TRC Canada
Search
to Action
Calls
2: the principle of “two-eyed seeing” by
Source
Elder Albert Marshall, as an approach
Mi’kmaq
weaving together Indigenous and non-
to
knowledges.
Indigenous
terms: Two-eyed
Search
AMarshall thinkers
seeing
education is said to be an important
Land-based
of the “Indigenous resurgence”
component
which calls for regeneration of
paradigm,
cultural, spiritual and political
Indigenous
and marks a shift in political
practices
away from reconciliation and
consciousness
know my history, I had to put away my books and
To
to the land.
return
II. Perspectives
II. Perspectives
in their lives.
being.” (Antoine et al 2018)
Canada.
II.1.2 Land-based education
towards decolonization.
(Trask 1999)
119
does it mean to think of land as a source
What
knowledge? How is that knowledge learned,
of
and passed on from generation to
shared
What enables or disrupts those
generation?
education is important because
Land-based
so radically dispossessed
colonization
concept of “coming to know” is used in some
The
knowledges to refer to the process
Indigenous
seeking to understand the world by listening
of
and learning from all our relations. It places
to
learner in relationships of respect, gratitude
the
reciprocity with the natural world—rivers
and
oceans, mountains and hills, plants, animals,
and
humans and others. In many Indigenous
spirits,
traditions, we come to know by
knowledge
attention to these relationships, by
paying
our responsibilities as members of the
honoring
world and by listening to the teachings
natural
knowledge keepers and ancestors both human
of
other-than-human. These stories cover
and
from the teachings of plants and the
anything
of ancestors to the rights of physical
presence
and our responsibilities towards them.
places
to know is a form of knowledge that
Coming
Peoples from their land and the
Indigenous
knowledges and traditions
relationships,
from that land. Land-based education
drawn
to re-establish important connections to
seeks
resources, traditions and the context
nature,
social relationships and community, and
for
a range of pedagogies from sustainable
includes
to ethics.
agriculture
about how one applies that knowledge,
example
in accordance with it and passes it on to
lives
next generation. In this framing, knowledge
the
both explanations, such as what the
contains
is like and why it came to be like that, as
world
as principles for relational living, such as
well
and reciprocity. It is passed on
interdependence
stories, and can be communicated in song,
in
do the sources of Indigenous knowledge
How
the legitimacy of the things we come to
affect
Consider how coming to know about the
know?
or the natural world through Indigenous
past
of knowing intersects with historiography
ways
scientific knowledge. The encounter of
or
and settler or colonial accounts of
Indigenous
past is particularly interesting. How do
the
differing descriptions, explanations and
these
of what happened in the past
understandings
5II. Perspectives
processes?
II.2 Coming to know
poetry, dance and ceremony.
carries responsibilities and expectations, for
meet one another?
120
Tuhiwai Smith explores the relationship
Linda
history and power, with the question
between
why revisiting history is such a significant
of
of decolonization. In her book, Decolonizing
part
Research and Indigenous Peoples,
Methodologies;
suggests that because colonization
Smith
in various forms, knowing the past
continues
demands for justice. “To hold alternative
enables
is to hold alternative knowledges”,
histories
says, and the teaching of these alternative
she
and knowledges allows us to find new
histories
of doing things. The process of revisiting
ways
the past—becomes key to
histories—reclaiming
decolonizing project. And yet in international
the
practice, Indigenous accounts of history
academic
still rarely acknowledged as valid. Smith
are
that the telling of these accounts becomes a
argues
act of resistance.
powerful
typical arbiters of historical facts and truths—
The
of education boards or courts of law—are
think
neutral nor often capable of dealing with
neither
ways of knowing the world. How
alternative
we build capacity to know the world from
can
different perspectives? To what extent does
truly
these different perspectives help to create
holding
more just and more sustainable future?
a
6, III.3 explores two opposing philosophies
Chapter
land management in the 1800s that still
on
in the conservation discourse today.
reverberate
Muir was one of the pioneers of modern
John
conservation and emphasized the
wilderness
of natural environments and systems.
sacredness
argued for protecting natural spaces from
He
activity. On the other side of the debate
human
Gifford Pinchot, the first Chief Forester of
was
United States, who advocated the sustainable
the
equitable use of natural resources for the
and
of all citizens. This discourse between two
benefit
leaders in the United States left out
conservation
perspectives of the Indigenous Peoples, who
the
been stewards of the land for millennia. One
had
or the other, whether for the plundering of
way
land or its protection, Indigenous Peoples
the
removed from it. Muir’s vision prevailed
were
Yellowstone and Yosemite national parks,
and
in 1872 and 1890, were “both forcibly
created
of their native inhabitants” and “created a
emptied
template that survived well into the
conservation
was an early hero of conservation, but also
Muir
ally of the Indigenous Peoples. His legacy
no
shapes environmental politics even
powerfully
and has contributed to the exclusion of
today
Peoples from their land from Yosemite
Indigenous
Kaziranga. As we have discussed elsewhere in
to
chapter, land is an important connection to
this
knowledges, beliefs, resources and
Indigenous
The process of displacement from land
history.
called deracination, and correcting for it (for
is
through land-based education) is an
example,
component of Indigenous resurgence.
important
II. Perspectives
II. Perspectives
II.3 Conservation
Making connections
History, prehistory and language
How could we harm the forest? We’re the ones that
save the forest. As long as we are here, the forest will
In Chapter 9 we discuss what it means for Indigenous
societies in the 21st century to be considered
be ne. We are the defenders of the forest. If we leave,
who will protect the forest?
“prehistorical”, because of a conception of history that
is tied to written records. The acknowledgement of
(Baiga, Achanakmar Tiger Reserve)
oral history has brought some validity to Indigenous
historical accounts. New information surrounding
the Incas’ khipu knots, which we discuss in Chapter
4, complicates this story. If the Incas are deemed to
have kept historical records, not in written language
but in a kind of material code, should we revisit
where they fall across the prehistory versus history
boundary? Ultimately, examples like these blur the
problematic line between prehistory and history, and
add weight to Indigenous accounts of the past.
next century” (Zaitchik 2018).
121
II. Perspectives
of the original national parks were very
“Some
Banff has a horrible history of forcing
colonial.
out … a lot of the original parks had this
folks
that to protect nature you have to get
mentality
of people … none of these ecosystems have
rid
since the last ice age without people.”
existed
discussion about traditional ecological
The
(TEK) and nature religions in
knowledge
6 explains how and why popular
Chapter
and Western academia have, to an
science
embraced Indigenous ecological
extent,
An important question to
knowledges.
is why this has been so. The thesis of
consider
1 below, “How Conservation Became
source
is palpably relevant in our time,
Colonialism”,
we confront both a climate crisis and the
as
for decolonizing education. A similar
need
asserts that “increases in conservation
article
some of the most globally significant areas
in
conservation interest will increasingly not
of
be unjust, but also impossible without
only
consent and leadership” (Artelle
Indigenous
2019). And Steph Kwetásel’wet Wood
etal
that it is not just an issue of justice or
argues
but that Indigenous leadership leads
fairness,
higher economic and social returns than
to
Indigenous Peoples are best placed to lead
If
as these authors assert, how do
conservation,
metaphors have been used to describe
Various
such as a parent, organism, goddess
nature,
pan-psychic entity. The word “nature”
and
variously refer to an idea or entity, and is
can
connected to the act and concept
obviously
conservation: if conservation is the act of
of
in small groups, how you think about
Discuss,
know nature.
and
Do you have a relationship with nature, and if
1.
what does that relationship mean to you?
so,
How do your emotions, transactions and
2.
manifest in your interactions
identity
and thoughts and knowledge about,
with,
nature?
Choose one of the following statements
3.
most aligns with how you think about
that
and share why that is so. To what
nature,
are these statements mutually
extent
Nature is a place for me to explore and
(c)
the natural world.
enjoy
your own description if the above are
Offer
insufficient.
the people in your group have different
If
discuss why that might be the case.
responses,
example, does it depend on whether you
For
we can, or cannot, materially measure
think
define what nature is? Does it depend on
or
or not you have regular opportunities
whether
Discuss whether your different conceptions
4.
and knowledge about nature affect
of
you think of conservation. How
how
privilege, culture and access to
do
intersect with attitudes towards
nature
and knowledge about nature?
conservation
the arguments and perspectives of
Consider
two linked articles.
the
1: Zaitchik, A. 2018. “How
Source
Became Colonialism” (FP.com).
Conservation
terms: How
Search
became
conservation
2: Jacobsen, R. 2011. “Number One With
Source
Bullet” (Outsideonline.com).
a
terms: Number one
Search
Outside online
bullet
5
For discussion
Who knows about conservation?
(Artelle quoted in Wood 2019)
exclusive?
(a) Nature should be kept safe and
protected.
Nature should be used responsibly to
(b)
and improve the lives of people.
sustain
to go hiking, skiing, hunting, sailing and so on?
state-run efforts at conservation (2019).
you conceive of your role?
colonialism Foreign Policy
humans, nature is theobject.
122
2 introduces writer and civil rights
Chapter
Audre Lorde’s metaphor that “the
activist
tools will never dismantle the
master’s
house” (Le Guin 2004). The tools and
master’s
of knowledge production have been,
methods
in some cases are still being, deployed
and
Indigenous Peoples in damaging
towards
Consider, for example, the colonial and
ways.
history of Indigenous Peoples as
imperial
subjects or informants, and the body
research
knowledge produced to describe and explain
of
cultures, behaviour and customs.
Indigenous
this history, what would it take
Given
the tools and processes of knowledge
for
and dissemination to do justice
production
Indigenous Peoples? How do Indigenous
to
and researchers engage with the
scholars
production practices in mainstream
knowledge
Chapter 2 we see Le Guin build on Lorde’s
In
with the question: what other tools
metaphor
we have to make the house we want to live
do
This section explores not only the methods
in?
tools that have been used to produce and
and
claims about Indigenous Peoples,
legitimize
also the methods and tools developed by
but
Peoples to understand and explain
Indigenous
don’t need anyone else developing the tools
We
will help us to come to terms with who we
which
We can and will do this work. Real power lies
are.
those who design the tools—it always has. This
with
in this chapter we discussed how
Earlier
idea of coming to know things shapes
the
perspectives. But it is not as
Indigenous
Indigenous Peoples only produce and
if
knowledge in a single way, whereas
acquire
researchers have a range of tools
academic
methodologies that produce evidencebased
and
claims. Linda Tuhiwai Smith argues that
perspectives are often excluded from
Indigenous
research because Indigenous Peoples
academic
historically been the object of research.
have
suggests that by reducing Indigenous
Smith
to objects of study, non-Indigenous
Peoples
have excluded their participation in
researchers
an inanimate object can’t contribute to
research;
research.
need to be controlled and studied,
Objects
allowed to influence the study. And
not
Indigenous knowledge, technologies
thus,
ethical codes, developed over
and
were“discovered” by Western
millennia,
beginning in the 17th century and
science
as property belonging to the
“commodified
archive andbody of knowledge of the
cultural
so to reclaim the processes of knowledge
And
that happens under the name
production
Indigenous scholars have engaged
“research”,
“researching back” in a parallel of the empire
in
back”, which we discuss in the context
“writing
post-colonial literature in Chapter4, II.3.
of
result of Indigenous research methods
The
knowledge from a position of Indigenous
is
as both subject and researcher, which
researcher
Indigenous experiences and world
centres
and “talks back” to colonial and imperial
views,
traditions in an academiclanguage.
knowledge
III. Methods and tools
III. Methods and tools
I I I . M E T H O D S A N D T O O LS
academicfields?
West” (Smith1999).
the world.
III.1 Indigenous research methods:
Research as a relational activity
power is ours.
(Irwin 1992)
123
Wilson, who is Opaskwayak Cree,
Shawn
what an Indigenous research
outlines
looks like from the perspective of
paradigm
knowledge keepers and seekers.
Indigenous
proposal centres relationships and the
His
that Indigenous knowledge
perspective
deeply relational. Honouring these
is
means that researchers must
relationships
accountable for choices in how they
be
conduct and communicate
conceptualize,
research. Follow the link to a video that
their
this idea of research as a relational
explores
terms: Shawn
Search
Decolonizing
Wilson
can rational
methodologies:
be a basis for
research
relationships
renewed
YouTube
is the role of Oral Tradition in enabling
What
to be handed down through
knowledge
To what extent is Oral Tradition
generations?
in preserving knowledge in Indigenous
effective
Wall Kimmerer, of Citizen Potowatomi Nation and author of Braiding Sweetgrass, writes
Robin
the role of language in Indigenous knowledge with a study of Potawatomi, language. “The
about
is the heart of our culture”, explains one of Kimmerer’s Elders, “it holds our thoughts,
language
way of seeing the world. It’s too beautiful for English to explain” (2014). The following is an
our
from Kimmerer’s chapter “Learning the grammar of animacy”, in which she asserts that
extract
attempting to understand the world, something is lost in the language of science, “the same
in
first taste of the missing language was the word Puhpowee on my tongue. Puhpowee …
“My
as ‘the force which causes mushrooms to push up from the earth overnight.’ As
translates
biologist, I was stunned that such a word existed. In all its technical vocabulary, Western
a
has no such term, no words to hold this mystery. You’d think that biologists, of all
science
would have words for life. But in scientific language our terminology is used to
people,
the boundaries of our knowing. What lies beyond our grasp remains unnamed. …
define
is a noun-based language, somehow appropriate to a culture so obsessed with things.
English
30 percent of English words are verbs, but in Potawatomi that proportion is 70percent.
Only
5III. Methods and tools
and community activity.
III.2 The role of language
societies?
Figure 5.3 Sculpture of a manaschi, a Kyrgyz storyteller
specialized in narrating the “epic of Manas”
Case study
The “grammar of animacy”
something that swells around youand in you when you listen to the world”(2014).
124
that 70 percent of the words have to be conjugated, and 70 percent have
Whichmeans
tenses and cases to be mastered.
different
languages often assign gender to nouns, but Potawatomi does not divide the
European
into masculine and feminine. Nouns and verbs both are animate and inanimate. You
world
a person with a word that is completely different from the one with which you hear
hear
airplane. Pronouns, articles, plurals, demonstratives, verbs—all those syntactical bits I
an
could keep straight in high school English are all aligned in Potawatomi to provide
never
ways to speak of the living world and the lifeless one. Different verb forms, different
different
different everything apply depending on whether what you are speaking of is alive.”
plurals,
2014).
(Kimmerer
recounts the challenges of learning this grammar of animacy, which includes verbs for
Kimmerer
be a Saturday”, “to be a hill”, “to be a long sandy stretch of beach” and “to be a bay”.
“to
III. Methods and tools
III. Methods and tools
125
I ranted in my head. ‘There is no reason to make it so complicated. No wonder
“‘Ridiculous!’
one speaks it. A cumbersome language, impossible to learn, and more than that, it’s all
no
A bay is most definitely a person, place, or thing—a noun and not a verb.’ I was ready
wrong.
give up. I’d learned a few words, done my duty to the language that was taken from my
to
then I swear I heard the zap of synapses firing. An electric current sizzled down my
And
and through my finger, and practically scorched the page where that one word lay. In
arm
moment I could smell the water of the bay, watch it rock against the shore and hear it
that
onto the sand. A bay is a noun only if water is dead. When bay is a noun, it is defined by
sift
trapped between its shores and contained by the word. But the verb wiikwegamaa—
humans,
be a bay—releases the water from bondage and lets it live. ‘To be a bay’ holds the wonder
to
for this moment, the living water has decided to shelter itself between these shores,
that,
with cedar roots and a flock of baby mergansers. Because it could do otherwise—
conversing
a stream or an ocean or a waterfall, and there are verbs for that, too. To be a hill, to be
become
sandy beach, to be a Saturday, all are possible verbs in a world where everything is alive.
a
land, and even a day, the language a mirror for seeing the animacy of the world, the
Water,
that pulses through all things, through pines and nuthatches and mushrooms. This is
life
language I hear in the woods; this is the language that lets us speak of what wells up all
the
us. …
around
doesn’t give us many tools for incorporating respect for animacy. In English,
English
are either a human or a thing. Our grammar boxes us in by the choice of reducing a
you
being to an it, or it must be gendered, inappropriately, as a he or a she. Where are
nonhuman
words for the simple existence of another living being? …
our
Our toddlers speak of plants and animals as if they were people, extending to them self
…
and compassion—until we teach them not to. We quickly retrain them and
andintention
them forget. When we tell them that the tree is not a who, but an it, we make that
make
an object; we put a barrier between us, absolving ourselves of moral responsibility
maple
opening the door to exploitation. Saying it makes a living land into ‘natural resources.’
and
a maple is an it, we can take up the chain saw. If amaple is a her, we think twice.”
If
point is that language deeply affects how we relate to and know our world.
Kimmerer’s
this argument next to Le Guin’s, posed below, which suggests that perhaps learning
Consider
grammar of animacy is not necessary, that the same feat can be accomplished by a change
the
inframing.
among all things appears to be complex and reciprocal—always at least twoway,
“Relationship
back-and-forth. It seems that nothing is single in this universe, and nothing goes one
In this view, we humans appear as particularly lively, intense, aware nodes of relation
way.
an infinite network of connections, … with and among everything—all beings—including
in
5III. Methods and tools
grandfather. …
(Kimmerer 2014)
what we generally class as things, objects.
126
and the behaviorists willfully saw dogs as machines, without feeling. Isseeing
Descartes
as without feeling a similar arrogance? One way to stop seeing trees, or rivers, or hills,
plants
learning
Language
Do you need to understand Potawatomi
1.
learn the lessons of animacy, or is it
to
for a person like Kimmerer to
enough
How would you describe the relationship
2.
speaking an Indigenous
between
and understanding Indigenous
language
in the world?
perspectives
To what extent can Indigenous
3.
about the natural world
knowledge
Traditional ecological
III.3
(TEK)
knowledge
Indigenous people of the world possess an
The
knowledge of their environments, based on
immense
of living close to nature. Living in and from
centuries
richness and variety of complex ecosystems, they
the
an understanding of the properties of plants
have
animals, the functioning of ecosystems and
and
techniques for using and managing them that is
the
and often detailed. In rural communities
particular
developing countries, locally occurring species
in
relied on for many—sometimes all—foods,
are
fuel, building materials and other products.
medicines,
people’s knowledge and perceptions of the
Equally,
and their relationships with it, are often
environment,
elements of cultural identity.
important
1994; former
(Mayor
General of UNESCO)
Director
ecological knowledge (TEK) is
Traditional
label used to describe and give validity
a
traditional, local and folk knowledges
to
from ecology to environmental
spanning
in a language like English
becaptured
treats the non-human world
that
Should we break grammatical rules in our
4.
to incorporate new ideas such
languages
To what extent does Le Guin, in the
5.
above, suggest a way of being and
quote
that parallels the grammar of
thinking
without having to learn it?
animacy,
Unlike other elements of
metaphysics.
knowledge, it has been embraced
Indigenous
modern science, particularly in the fields
by
land management, conservation, medicine
of
botany. What is it about TEK that has been
and
attractive to modern scientists? Why has
so
knowledge been relatively accessible?
ecological
does this compare with the uptake of
How
perspectives in other disciplines,
Indigenous
as mathematics and art?
such
of the interest stems from growing
Part
of the scale and urgency of the
awareness
damage confronting us, namely a
ecological
planetary mass extinction and climate
sixth
We encounter a related phenomenon
crisis.
the growing popularity of nature-religions
in
Chapter 6, III.3. As Henry Huntingdon
in
Nikolai Mymrin describe, TEK is seen
and
having passed the practical test of being
as
for generations of people who have
useful
on this detailed knowledge for their
“relied
have literally staked their lives
survival—they
its accuracy and repeatability” (Huntington,
on
1998).
Mymrin
III. Methods and tools
III. Methods and tools
only as ‘natural resources,’ is to class them as fellow beings—kinfolk.” (Le Guin 2016)
For discussion
asobjects?
explain the lessons in English?
asanimacy?
127
we consider the contributions of TEK
Below,
modern science. Can the lessons of TEK be
to
in isolation, or are the languages
understood
cultural and spiritual practices and beliefs
or
accompany it necessary? How does holism
that
to TEK? Do we need, for example, to
apply
the grammar of animacy as described by
learn
(in the case study) or other relational
Kimmerer
Wyndham is an ecological anthropologist
Felice
ethnobiologist who has studied people
and
highly sophisticated sense of space beyond
with
body, “a form of enhanced mindfulness”
their
says is common in many hunter-gatherer
she
She describes this as “an extremely
groups.
skill base of cognitive agility, of
developed
able to put yourself into a viewpoint
being
perspective of many creatures or objects—
and
water, clouds” (quoted in Robbins 2017).
rocks,
the extent that these abilities are necessary for
To
understanding and application of TEK, how
the
we learn them? TEK is not only facts about
might
natural world, but also ways of thinking and
the
to a report published by the
According
Bank (Sobrevila 2008) Indigenous
World
comprise less than 5% of the world’s
Peoples
but manage 25% of the world’s
population,
surface and maintain 80% of the
land
biodiversity. TEK is described as the
planet’s
holistic body of knowledge that
cumulative,
over time as successive generations
accumulates
discoveries about their environment. This
make
is said to be “tried and tested” as
knowledge
generation has relied upon it, for example
each
navigating and sustainably using their
in
recent decades, anthropologists and
In
have documented the ecological
conservationists
and insight of Indigenous Peoples
understanding
the world, from Māori navigation at sea
around
Mayan forest-gardens. Henry Huntington
to
how Inuit elders in Alaska were able to
reported
the future behaviour of beluga whales from
infer
present behaviour of beavers, which had
the
spawning habitat for salmon that would
reduced
less food for the whales. Huntington
mean
how he was initially confused about
recounts
they were talking about beavers until he
why
the connection himself: “It was a more
made
view of the ecosystem … It would be
holistic
rare for someone studying belugas to be
pretty
about freshwater ecology” (Huntingdon
thinking
managers and scientists in Australia
Land
adopted Indigenous Peoples’ fire-
have
techniques and enlisted their help as
control
of the land after a particularly
co-managers
to colonization in 1789, Aborigines
Prior
the landscape with controlled burns—a
managed
called “fire stick farming”. Using this
practice
they influenced many parts of the
technique
including biodiversity, water stocks
landscape,
flows, the stock of wildlife for hunting and
and
5III. Methods and tools
ways of being to comprehend and applyTEK?
natural environments.
Examples of TEK in practice
quoted in Robbins 2018).
perceiving.
destructive decade of bush fires.
the balance of edible plants.
Figure 5.4 Yugambeh man demonstrating his re-building skills
128
skill with fire was commented upon in
Their
by early settlers that described the
accounts
as “park-like”. Bill Gammage, historian
landscape
the Australian National University, notes five
at
in the use of fire by the Aborigines (2011).
stages
land management regimes around the
Modern
struggle with stage 1, which is the most
world
stage. basic
1. Control the amount of fuel for wildfires.
2. Maintain diversity.
3. Balance species.
4. Ensure abundance.
5. Locate resources conveniently and predictably.
extent and precision of the Aborgines’
The
of land prompted Gammage to write
management
“Australia was not natural in 1788, butmade”
that
(2011).
degradation can impact the
Environmental
preservation and reliability of Indigenous
transfer,
knowledge has developed a concept
“Traditional
the environment that emphasizes the symbiotic
of
of humans and nature. It oers an approach
character
local development that is based on co-evolution
to
the environment, and on respecting the carrying
with
of ecosystems. … Western science is
capacity
and materialist in contrast to traditional
positivist
which is spiritual and does not make
knowledge,
between empirical and sacred. Western
distinctions
is objective and quantitative as opposed to
science
knowledge, which is mainly subjective and
traditional
Western science is based on an academic
qualitative.
literate transmission, while traditional knowledge
and
often passed on orally from one generation to the
is
what extent are the following characteristics
To
TEK similar to or different from the natural
of
practical, based on empirical observations,
•
and trial and error, and it
experimentation,
tools for pest control, fire prevention,
provides
accounting and conservation
resource
For example, the Aamjiwnaang
knowledge.
of Anishnaabe First Nations people
community
Ontario, Canada, have reported a decline in
in
communication as a direct consequence
traditional
petrochemical contamination in their region.
of
in foodstuffs, wood, rocks, and
Contaminants
supplies, have forced the community to
water
traditional activities such as berry-
abandon
foraging for medicine and food, and
picking,
Because those activities are not happening,
fishing.
oral instructions and stories which surround
the
and allow them to pass from one generation
them
the next are no longer being shared and are in
to
of being lost (Hoover et al 2012).
danger
only does environmental degradation affect
Not
health of Indigenous Peoples, it can hit doubly
the
by undermining the preservation and
hard
of Indigenous knowledge and
transfer
their ability to rebound from the environmental
so
impact.
the extract above, Mazzocchi asserts strong
In
about science and traditional ecological
dichotomies
To what extent do you agree with these
knowledge.
What are some of the assumptions
assertions?
6, III.3, explores nature-religions and the
Chapter
made by a number of anthropologists, that
argument,
and religion are adaptive processes that enable
culture
group to survive in their environmental niche. That
a
also explores the diering perspectives on nature
section
forth by Muir and Pinchot. Chapter 7, II, discusses
put
what ways is TEK aligned or unaligned with these
In
What might explain dierences in these
perspectives?
taught experientially and passed down
•
generation to generation, typically
from
oral histories, and embedded into
through
and community practices
family
holistic, rooted in culture and identity,
•
language, spirituality and
including
III. Methods and tools
III. Methods and tools
Making connections
TEK, religion and science
inherentin them?
Francis Bacon’s view of nature.
perspectives?
next by the elders.” (Mazzocchi 2006)
Practising skills: Analysis
and human sciences? TEK is:
health
129
an authority and belief system that governs
•
explains the rules for use of natural
and
a knowledge that includes important
•
and value systems that, for example,
ethics
the use of this knowledge in
constrain
and exploitative practices
extractive
this chapter considers the difference
Later,
cultural appropriation and
between
and the question of intellectual
appreciation,
rights to protect and reward
property
Peoples’ knowledge. In relation
Indigenous
TEK and its applications, such as medicinal
to
and in particular the potential for
plants,
to monetize this knowledge, what
businesses
the arguments for and against treating it as
are
property? Property rights typically
intellectual
written documentation and proof of
require
Intellectual property rights are
ownership.
because TEK is preserved through
complicated
Tradition over generations. It is an issue of
Oral
knowledge, and not just about
acknowledging
it commercially: the significance
rewarding
a cosmology, that serves as a foundation for
•
assumptions and beliefs about nature,
the
world and the universe, and explains
the
place and role of human beings in
the
Indigenous knowledge generally goes
of
within the wider culture of
unacknowledged
what basis do TEK claims about health
On
illness, treatment and medicine compare
and
the claims of standard medical practice?
with
knowledges are needed to evaluate the
What
of medicinal knowledge traditions
effectiveness
practices? And how would we reward these
and
and anthropologist Charis Boke offers
Herbalist
perspective on this below, and similar themes
a
complexities arise in the case study on the
and
of folk medicine and global health
intersection
5III. Methods and tools
resources
the world.
science.
(Adapted from: Emery 1997; Houde 2007)
with the status of intellectual property?
inUganda.
Voices: Charis Boke on experience and evidence in traditional Western herbalism
130
herbal medicine” (WHM) or “traditional
“Western
herbalism” are terms used to distinguish
Western
based on Anglo-American traditional
herbalism
medicine from systems of herbal medicine
herbal
in the world, such as homeopathy,
elsewhere
or traditional Chinese medicine (TCM).
Ayurveda
the last 50 years, traditional Western herbalists
“Over
learned their craft in various settings. Some
have
have tried to formalize, professionalize and
teachers
their teaching, designing multiple-year
institutionalize
with clinical components. Other teachers
programmes
not taken this approach, choosing to stick with the
have
herbalist educators have created institutions
Some
by dominant forms of scientic knowledge,
recognizable
as reading biochemical assay studies of plant
such
Even so, those teachers still draw on
constituents.
of direct encounter with living plants and
practices
substances grounded in long histories.
medicinal
wow,’ she says under her breath, eyes wide. ‘That’s
‘Ooh,
intense.’ …
dropper circulates until everyone has taken a drop
The
two of the richly red infused alcohol, registering its
or
and sensations. The schisandra berries, too,
avors
each of us dipping our ngers in the bowl
circulate,
feel their hard, small, wrinkled round bodies. We
to
them, crack open a few to look inside, touch
smell
look carefully. When both have passed through
them,
hands, Sparrow pauses her discussion of
everyone’s
patterns, harvest times, and how to be careful of
growth
when buying commercially.
provenance
what are folks tasting?’ A question that grounds
‘So,
Materia Medica class, where students learn the
each
with which to speak about medicinal avors,
languages
well as taxonomy and medicinal uses of plants.
as
was REALLY intense to me, like packed with energy,’
‘It
adds. Sarah
great,’ says Sparrow, the teacher, turning from the
‘Yeah,
where she had written all these words. ‘What else?
board
don’t know,’ Ash says, ‘it tasted warming to me. But
‘I
dry.’
denitely
all mostly got it. It’s denitely drying, or “astringing”
‘You
traditional western terms, and sour, and somewhat
in
but not too much. And it’s got a kind of neutral
pungent
can be warming or cooling depending on the
energy—it
though it tends toward cooling because it’s
condition,
It’s also often stimulating for folks.’
sour.
add these collected observations to our Mat
Students
notes for schisandra. Tasting this plant’s extract
Med
them into a dierent kind of learning space where
brings
can connect the information they gather from
they
lecture and discussion to their direct experience,
the
dierent kinds of knowing together. As a cultural
ltering
I follow this attention to taste, touch,
anthropologist,
and sensation in order to examine the kinds of
smell,
that matter to herbalists, and that approach to
evidence
informs their approach to medical knowledge
evidence
the last 50 years in the United States, complementary
In
alternative medical practices have become very
and
We can take this as one indication that
successful.
people think there are alternatives to biomedicine,
many
it comes to thinking about and working on bodies
when
health. Herbalism, however, is not just ‘alternative’
and
biomedicine—contemporary herbalists develop
to
practices to work in conversation with it.
knowledge
at The Center where I conducted research
Teachers
the experience of a trained herbalists’ sensory
claim
as a form of knowledge that can provide evidence:
skills
plants’ medicinal qualities; for plant preparations’
for
composition, and capacity for ecacy; and
strength,
bodily states of wellness and illness. These claims
for
in contrast to biomedical ideals, which developed
are
tandem with the networks and institutions that
in
ingestible substances (food, pharmaceuticals,
regulate
which consider somatic or bodily
supplements),
unreliable evidence in part because
experiences
are not understood to be easily reproducible.
they
suggest that reproducibility is not possible
Herbalists
any case, because each body, plant, and ailment
in
distinct, albeit with some shared features. It is in
are
conversations about evidence, and the relation
these
bodily experience to legitimate knowledge, where
of
make their most meaningful contribution
herbalists
human health. Claims about experience, and the
to
of sensory experience, opened the way for what
training
Michelle Murphy might call an herbalist
anthropologist
otherwise,’ and it is that ‘otherwise’ I
‘technoscience
here (Murphy 2006). To say that one can know
trace
by tasting, growing, touching, nurturing them
plants
evidence and its production outside a statusquo
locates
paradigm for health. Direct experience as a mode of
III. Methods and tools
III. Methods and tools
“traditional” apprenticeship mode.
more generally.
‘It’s like, sweet but spicy,’ Angie says.
How about the energetics? Who felt it was cooling?’
131
III. Methods and tools
and mutual aid as an ethic of care underpinned
learning
herbalist practices and companies grew out of
how
justice movements as political projects (see Katz
health
Kropotkin 1902 on mutual aid and solidarity as
1981;
key dierence between biomedical practitioners
A
herbalists, though, lies in how they produce
and
for themselves about the materials of their
knowledge
and its bodily eects—where herbalists
medicine,
and smell and try plant-medicines to understand
taste
eects, biomedical doctors are not generally
their
to sample all the pharmaceuticals they
encouraged
prescribe. Thus, it is the substances about which
could
experiences produce knowledge: whole plant
herbalists’
made from plants conceived as beings with
preparations,
humans can have intimate relations, instead of as
whom
and whole bodies understood to be shaped
resources;
constitutions and individual tendencies, but always
by
in relationship with the world around them.
already
regulatory measures have moved away
Contemporary
bodily attunements, seeking evidence produced
from
machines (such as isolated molecular structures) to
by
in for the tastes and smells that trained bodies can
stand
terms: Aeon Magic
Search
ormedicine?
we guard against romanticizing the
While
of traditional communities and
knowledge
the advances and perspective of
devaluing
medicine, we must also recognize the
modern
of Indigenous knowledge wrought
devastation
centuries of colonial rule and subsequent
by
instability. Consider this article, which
political
describes the challenges of global
powerfully
amid folk approaches to healing among
health
communities in Uganda.
Indigenous
What roles do belief and scepticism play in
1.
we receive knowledge from different
how
about medicines and health, herbalists make
evidence
and social interventions into regulatory worlds,
political
to shift how federal and state monitors allow
seeking
to identify medicines with trained bodily senses.
them
reveals a politics of evidence as herbalists
Herbalism
claims about plants’ healing capacities and about
make
as a system of knowledge. What’s most
herbalism
is to ask: whose evidence, and evidence
interesting
what purposes, has shaped western herbalism
for
a set of intellectual orientations? And how does
as
institutionalization make claims on regulatory
its
as it tries to at once hold on to, but also move
structures,
legitimacy in terms of biomedical standards
Producing
evidence may not be at the forefront of all herbalists’
of
but it does play a central role in the creation and
minds,
of structured curricula like that used at
maintenance
Center. In other words, herbalists’ attempts to make
The
work legitimate to regulators and to the general
their
is shaping how they teach herbalism. Part of
public
professionalization of herbalists as they seek to
the
new possibilities for legitimate medicine through
make
politics of evidence relies also on a change in
changing
What factors within and external to a
2.
affect the perceived or actual
community
(a) Under what circumstances can the
3.
between Indigenous and
encounter
knowledge produce negative
scientific
results?
How might we distinguish between
(b)
knowledge and other beliefs
Indigenous
(a) In the context of this example, which
4.
can be used to make
standards
about whether knowledge
judgments
“works”?
(b) Who should set the standards?
Should these standards apply
(c)
or should there be
universally
5
political modes).
out of a space of alternative-ness?
identify. In response to the gray area of what counts as
institutional forms.”
Practising skills: Exploring perspectives and evaluating claims
legitimacy of its knowledge?
held by local populations?
cultures?
limitations and exceptions?
132
ethical issues are explored throughout this
While
this section looks in more detail at the
chapter,
how Indigenous Peoples are represented in
•
culture
where the line between appreciation and
•
is in relation to Indigenous
appropriation
how we navigate the tension between the
•
not to know and the responsibility to
right
knowledge with voluntarily isolated
share
peoples.
tribal
Nelson’s project on Indigenous Peoples,
Jimmy
They Pass Away”, serves as a case study
“Before
the complex political and knowledge concerns
on
arise when non-Indigenous individuals tell
that
story of Indigenous Peoples and knowledge.
the
political implications of aesthetic decisions are
The
in Chapter 10. “Before They Pass Away”
explored
to similar aesthetic and political concerns.
connects
photographs are widely acclaimed
Nelson’s
beautiful compositions that appear to
as
their subjects. “I wanted to put them
celebrate
a pedestal like they’ve never been seen
on
says Nelson (2014), and contrasts
before”
aesthetic with the “impoverished” and
his
aesthetic used by NGOs and
“patronizing”
organizations to raise funds for their work.
other
unabashedly acknowledges choosing to
Nelson
“the most beautiful people on the
photograph
(2014), leaving out Indigenous Peoples
planet”
did not meet his criteria for authenticity.
that
trying to put these people in the same context
I’m
somebody like Kate Moss … Our society, for
as
reason, has decided she is important and
whatever
to be photographed in a high-concept way;
deserves
the “authenticity” of a different culture
Critiquing
the outside is problematic for a number
from
obvious reasons. In our particular historical
of
outsiders may be conditioned to expect
moment,
exoticized orientalist aesthetic. Photographers
an
complicit in perpetuating that aesthetic if
are
are not especially careful to guard against it.
they
the photographs are stunning, they may
While
inadvertently degrading because they show
be
subjects isolated from progress, science
their
all the other facets of modern life. They
and
the fact that their subjects may watch
obscure
wear denim jeans and use social media
Netflix,
the camera is not pointed their way. And
when
can prompt the incorrect assumption that
they
featured communities have been that way
the
as if their cultures are not constantly
forever,
and adapting to the world around them
adjusting
everyone else’s. Cultures, unlike artefacts
like
are preserved and shown in museums
that
galleries, adapt, collide, meld together and
and
change over time. Anthropologist Julia
certainly
is simply not true that tribal people have been
It
for thousands of years’; they have been
‘unchanged
constantly, as we have. It is clear that for
evolving
their attraction and purity is rooted in their
Nelson,
from the future, and their containment
exclusion
the past— so that is the only reality he presents
to
his photos. By omitting their interactions with
in
‘modern world’ that they are a part of, and
the
the myth that they are dying out,
perpetuating
work freezes tribal peoples in the past and
Nelson’s
other problematic assumption has to do
The
narrative and language, both of which
with
reflect and reinforce beliefs, attitudes
powerfully
assumptions, as we see in Chapter 4. The
and
“Before They Pass Away” invokes an
title
passing, a natural consequence of
inevitable
IV. Ethics
IV. Ethics
I V. E T H I C S
questions of:
knowledge
IV.1 The ethics and politics of
representation
Lagoutte makes the following argument.
eectively denies them a place in this world.
(Lagoutte 2014)
I’ve tried to do the same here.
history and progress that such cultures are lost,
(Nelson quoted in Merrill 2014)
133
IV. Ethics
the only thing one can do is admire the
and
It does not, for example, suggest that
memory.
is a perpetrator to this passing, or an idea
there
justice, though maybe there is something
of
about how Indigenous communities are
criminal
off their lands. What is causing the
persecuted
away” that Nelson references? Is this
“passing
inevitable?
passing
International has been a fierce critic of
Survival
project, and has assembled an impressive list
the
objectors featured on its website, among them
of
of Indigenous communities around the
leaders
terms: Survival
Search
Jimmy Nelson’s
International
the critics is Nixiwaka Yawanawá, from
Among
Amazonian Yawanawá tribe in Brazil.
the
outrageous! We are not passing away but
It’s
to survive. Industrialized society is trying
struggling
destroy us in the name of ‘progress’, but we will
to
defending our lands and contributing to the
keep
tribal leader Benny Wenda made similar
Papuan
comments.
spokesperson Davi Kopenawa
Yanomami
to Nelson’s project as follows.
reacted
is not true that Indigenous peoples are about to die
It
We will be around for a long time, ghting for our
out.
living in this world and continuing to create
land,
children. our
Corry, director of Survival International,
Stephen
made the following similar argument.
has
reality, many minority peoples, especially
In
ones, are not ‘disappearing’: they are being
tribal
through ‘our’ illegal theft of their land and
disappeared,
… we are simply turning our usual blind eye.
resources.
critics’ perspectives are not told through
These
photographs, captions or descriptions in
the
They Pass Away”. Nelson responds that
“Before
is not an anthropologist or sociologist, that he
he
wants to take good photographs of beautiful
just
With the important political implications
people.
his work, and the politicization of Indigenous
of
minority issues in general, good intentions
and
not enough. In Chapter 10 we examine the
are
of Sharbat Gula, photographed as Afghan
case
by National Geographic photographer Steve
Girl
McCurry.
McCurry and Nelson appear to have had
Both
intentions, yet both have been criticized by
good
on behalf of minority groups. Both episodes
and
our curiosity about how identity, privilege,
invite
and aesthetics intersect in our present
culture
moment.
political
5
(Corry 2014)
world and prominent photographers.
Before they pass away
protection of the planet.
(Yawanawá 2014)
people are still strong and we ght for our freedom.
My
are not ‘passing away’, we are being killed … .
We
(Wenda 2014)
Figure 5.5
Nixiwaka Yawanawá, protesting against the exhibition
(Kopenawa 2014)
of Nelson’s work at London’s Atlas Gallery, wearing ceremonial
headdress along with Western casual wear, no less or more
“authentic” than Nelson’s representations
134
terms: National
Search
Native
Geographic
are countering
Americans
stereotypes
racist
story about Indigenous photographers’
This
representations of Indigenous life was
visual
in the December 2018 issue of
published
Geographic magazine, a few months
National
the magazine reflected on decades of its
after
coverage of Indigenous Peoples and
racist
How does the representation of
1.
life in popular media affect
Indigenous
2. What makes a representation valid and
What introduces bias into a
3.
representation?
Is the accuracy of representations
4.
Indigenous Peoples improved or
of
from having multiple diverse
reduced
perspectives?
appropriation usually applies when
Cultural
of a marginalized culture are used
elements
a dominant culture. While cultural sharing
by
generally desirable, it is complicated by the
is
dynamics of racism and privilege. How
power
we appreciate, learn from and draw on other
can
knowledge in a way that is responsible?
cultures’
acculturation, assimilation or cultural
Unlike
appropriation is said to perpetuate
exchange,
and marginalization because of the power
racism
involved. Appropriators typically lack
dynamics
understanding of the cultural markers they
an
using, and/or use them in a belittling way,
are
example as fashion symbols and accessories.
for
this way, appropriation signals that
In
cultures are “free for the taking”,
marginalized
lose the distinctiveness of their
communities
markers through appropriation, which
cultural
drain the urgency of their political claims
can
historical grievances. Appropriation can also
and
inaccurate stereotypes and the idea
perpetuate
Indigenous cultures are monolithic.
that
art, fashion, dance and music are
Visual
the areas most readily associated with
often
As interest in indigenizing the
appropriation.
grows and in some cases outpaces
curriculum
capacity of schools to keep up, campuses
the
become a frequent site of conflicts over
have
is appropriate and what is
What
appropriating
terms: Vimeo Jo-Ann
Search
Archibald
Archibald of the Stó:lo Nation
Jo-Ann
some of the protocols and
explains
appropriate to sharing Indigenous
processes
Consider the relational approach
knowledge.
knowing and the responsibilities and
to
that come with it, described
expectations
How are Archibald’s protocols of sharing
1.
knowledge similar to or
Indigenous
from intellectual honesty and
different
referencing practices?
academic
What gives one access to Indigenous
2.
and the permission to
knowledge
What responsibilities rest with the learner
3.
Indigenous knowledge that may not
of
4. Consider what happens when protocol is
What are the implications of not
(a)
protocol?
following
To what extent would breaches of
(b)
be issues of justice?
protocol
IV. Ethics
IV. Ethics
For discussion
Representing Indigenous life
appropriation.
persons of colour.
For discussion
what we know of Indigenous knowledge?
reliable?
earlier, and answer the following questions.
IV.2 Appreciation or appropriation
share it?
apply to other types of knowledge?
not followed.
which is an echo of colonialism. Marginalized
135
IV. Ethics
intellectual property has been used
Indigenous
a legal term to identify collective intellectual
as
rights for specific cultural knowledge.
property
has been promoted by the World Intellectual
It
Organization of the United Nations
Property
more fairly value Indigenous knowledge
to
cultural heritage. In 2007, the UN General
and
accepted the Declaration on the Rights
Assembly
Knowledge and access—
IV.3
peoples
uncontacted
referred to as lost or isolated tribes,
Variously
the term “uncontacted peoples” rings
even
misconceptions about these groups living
with
voluntary isolation across the world today.
in
they may not have peaceful contact with
While
groups at the moment, this does not mean
other
they never have had. Still, very little is
that
about them. Only about 100 such groups
known
in the world today and their survival is
exist
threat. Their predicament poses urgent
under
are some of the practical challenges to
What
collective intellectual property,
implementing
or otherwise? Advocates of collective
Indigenous
rights seek a new legal system that
property
Indigenous Peoples’ rights over their
protects
cultural heritage and
property—including
Knowledge—as formsof intellectual
Traditional
that are collectiveresources.
property
11:] States shall provide redress … which may include restitution, developed in
[Article
with Indigenous peoples, with respect to their cultural, intellectual, religious and
conjunction
property taken without their free, prior and informed consent or in violation of their
spiritual
traditions and customs. …
laws,
31:] Indigenous peoples have the right to maintain, control, protect and develop
[Article
cultural heritage, traditional knowledge and traditional cultural expressions, as well as
their
manifestations of their sciences, technologies and cultures, including human and genetic
the
seeds, medicines, knowledge of the properties of fauna and flora, oral traditions,
resources,
designs, sports and traditional games and visual and performing arts. They also have
literatures,
right to maintain, control, protect and develop their intellectual property over such cultural
the
about sharing and having access to
questions
One perspective argues that we have
knowledge.
responsibility to share knowledge with them
a
could improve their lives.
that
idea, combined with popular stereotypical
This
of their lives, has motivated all sorts
depictions
people to initiate “first contact”—sometimes
of
tragic consequences. Missionary work is
with
common motivation for contacting these
another
Refer to the Washington Post article “‘God,
tribes.
Don’t Want to Die’ US Missionary Wrote Before
I
was Killed” (Slater, Allan 2018) for how one
he
5
of Indigenous Peoples, including the following.
heritage, traditional knowledge, andtraditional cultural expressions.
Making connections
which powerfully inuenced colonial attitudes to
Indigenous art in the early 20th century, are owned and
Indigenous art and artefacts in museums
held in London by the British Museum, though a small
In Chapter 10, section II, we examine the issue of
selection was temporarily loaned back to Nigeria in
Indigenous art and artefacts held in museums in
late 2018. Refer to Chapter 10 for further discussion on
advanced industrialized nations, and the related issues
of appropriation and repatriation. The Benin Bronzes,
patrimony and the repatriation of Indigenous art.
recent story ended badly.
136
terms: God, I don’t want
Search
die Washington Post
to
the history of “first contact”
However,
us that such encounters are usually
teaches
deadlier for the tribes than the initiators of
much
This can be due to communicable diseases
contact.
violent conflict and state-sponsored ethnic
or
Contacted groups often die in large
cleansing.
the context of the encounter between the US
In
and Sentinelese tribe, consider these
missionary
What responsibilities do we, the mainstream,
•
for spreading knowledge to Indigenous
have
generally and uncontacted tribes
Peoples
specifically?
Are we, the mainstream, in any way entitled
•
knowing what they know?
to
What is lost and gained if their knowledge is
•
spread through the mainstream?
never
evidence-based and practice-informed
The
of action is to leave uncontacted peoples
course
This respects their right to determine
alone.
own future—including whether they want
their
establish contact. Do individuals and states
to
a responsibility to uphold this right, when
have
concerned peoples mostly live beyond the
the
of the state?
reaches
IV. Ethics
IV. Ethics
Figure 5.6
The Sentinelese stand guard on an island beach
numbers quickly.
questions.
137
6
and
Knowledge
religion
world’s religions, across time, serve as repositories of knowledge while also holding a continued
The
significance: religious themes are woven into cultural practices, literature, history, film and
social
Even our ability to fully grasp current events—elections, policies, revolutions, movements and
art.
informed by our understanding of religion. Religious practices and rituals powerfully
conflicts—is
identity across the generations and collapse the past into the present. In an increasingly
shape
interconnected world, diverse examples of religious knowledge and practices encounter
globally
another, and stand together, their uniqueness perhaps diminished, in the face of what some have
one
as a modern monoculture. In this chapter, we add depth to our understanding of human
described
knowledge by looking at its relationship withreligion.
Initial discussion
• Who has religious knowledge and what is it about?
• What are legitimate sources of religious knowledge and what makes them so?
• What does it mean for a religious claim to be true or false, and who can decide?
• How can disagreements between conflicting religious claims be dealt with?
• How is the process of producing and acquiring religious knowledge similar to or different from this process for
other types of knowledge?
138
the 21st century unfolds, the question
As
what would happen to the scope and
about
of religion as a result of globalization
power
modernization is yielding unexpected
and
It was widely predicted that the
outcomes.
of religion in politics and society would
role
However, we appear to be witnessing
diminish.
resurgence. Sociologist Peter Berger has
a
pondering these questions for decades,
been
is sceptical of the view that modernity
and
at the expense of religion. His book
advances
desecularization, albeit from two decades
on
opened with the following claim: “The
ago,
that we live in a secularized world
assumption
false. The world is as furiously religious as it
is
was” (Berger 1999).
ever
is not to say that religion has been
This
by globalization. Berger argues that
unaffected
in a global context has led, inevitably,
modernity
pluralism. Section II explores this idea further.
to
now, consider what it is about religion
For
has allowed it to persist and sustain such
that
in the face of powerful forces that
diversity
uniformity and diminish difference.
promote
question for the scope of religion is
Another
religious beliefs and practices are
whether
in every human culture. Is religion, its
found
diversity notwithstanding, a
extraordinary
feature of humanity? The answer
universal
this question will depend on how we
to
of the concept of religion, and is
conceive
exploredbelow.
claims of religion’s historical significance
Given
continued relevance, it is important to
and
what this supposedly universal and
consider
thing called religion is. We can name
enduring
religions and religious traditions, such
different
Buddhism, Jainism, Zoroastrianism, shamanic
as
“religious”? On what basis can we distinguish
all
from other realms of human activity,
religion
consider two contrasting approaches to
Let’s
religion, both of which have profound
defining
for what is called religious
implications
This affects people’s identities,
knowledge.
status and the rights afforded to them
political
legal frameworks.
by
Z. Smith and William Scott Green
Jonathan
a narrow definition of religion as “a
propose
of beliefs and practices that are relative to
system
beings” (Smith, Green 1995). This
superhuman
special experiences, spiritual practices,
excludes
views and ideologies that are sometimes
world
as religion but do not have a
classified
element. Some forms of Buddhism,
supernatural
as Zen Buddhism, do not qualify under
such
definition. The advantage of this restrictive
this
is that it narrows the scope of religious
definition
to a more coherent and consistent
knowledge
of beliefs and traditions that is easier to
set
workwith.
this restrictive definition leaves a
However,
number of people and concerns out of the
large
Instead, David Chidester proposes a selfconsciously
field.
vague definition of religion as “that
of human experience engaged with
dimension
norms” (Chidester 1987). By “sacred” he
sacred
the higher powers and forces that affect
means
give meaning to human life.
and
are, of course, academic definitions in the
There
of religious studies, which often do not
field
to how the concept of religion is
correspond
in the public sphere. For example,
understood
Perkins, President of the Family Research
Tony
and presently serving as Chair of the US
Council,
on International Religious Freedom,
Commission
said, “What most people either don’t realize
has
willfully ignore is that only 16 percent of
or
is a religion—the rest is a combination of
Islam
I. Scope
I. Scope
I . S C O P E
such as culture, science or politics?
I.1 What is and is not religion?
and animistic folk religions. What makes them
139
I. Scope
judicial, economic, and political system.
military,
by comparison, isn’t a judicial or
Christianity,
has Perkins so precisely deduced the
How
of Islam that is a religion? What
percentage
you need to know in order to form a
would
about his claim? There is a growing
judgment
among scholars of religion that, in
concern
past decade, questioning the religiosity of
the
has moved into the legal and political
religions
in the United States. Scholars speculate
discourse
this may be due to religious illiteracy
that
narrow understandings of what is and is
and
religion, or political interests to covertly
not
other religions. The prevalence of
undermine
perspective is the topic of When Islam Is
this
a Religion: Inside America’s Fight for Religious
Not
by Asma Uddin (2019). It explores the
Freedom
spread and implications of the effort
origin,
redefine Islam as something other than a
to
and the threat this poses to religious
religion,
and human rights. Uddin argues that
freedom
loss of liberty and constitutional protection
the
Muslims means a loss of liberty for everyone
for
the United States.
in
explore this further, follow the link to a
To
between Uddin and Benjamin P.
conversation
terms: Religious Studies
Search
When Islam is not a
Project
Chitwood suggests that part of the issue
Ken
that the field of religious studies has failed
is
communicating to the public the academic
at
of “religion”. For the most
understanding
Chitwood (2019) suggests, the public
part,
and misunderstandings
understandings
religion are explored at conferences, but
of
have not effectively engaged with
scholars
what are some claims made about
Consider
groups in your context.
religious
What are the responsibilities of religious
1.
scholars towards religious literacy
studies
How is knowledge about religion
2.
or how should this take place?
disseminated,
Who are the stakeholders in the
3.
about religious literacy?
conversation
What are your personal responsibilities
4.
terms of encountering or propagating
in
intuitive answers to questions about
Our
often invoke stereotypes and clichés,
religion
as religions are based on belief, they
such
to the transcendental realm, or they
belong
in the private and not the public sphere.
belong
studies scholars Brad Stoddard and
Religious
explore these and other
CraigMartin(2017)
believed oversimplifications about
commonly
As we have seen, false, incomplete or
religion.
though they are, stereotypes can be
inaccurate
and Martin look at claims such as
Stoddard
are mutually exclusive” and explore
“Religions
these matter-of-fact statements are not
how
neutral. What we claim to know about
actually
has material consequences. The authors
religion
that in some prison systems, for example,
show
are asked to declare their religion in
people
one box only” style—reinforcing the idea
“tick
6
For ref lection
economic code—but a faith.”
Responsibilities and implications
the public sphere about this.
among the public?
claims about religion?
powerful political levers.
Figure 6.1 Muslims pray during the “Islam on Capitol Hill” event at
the West Front Lawn of the US Capitol (2009)
Marcus of the Religious Studies Project.
religion
140
religions are mutually exclusive. What you
that
as your religion determines whether
declare
will have access to certain spaces, be able to
you
certain groups and so on; and you would
attend
be able to change your declared religion
only
every six months. What assumptions
once
terms of the assumptions and consequences
In
these stereotypes and clichés, Stoddard
of
Martin invite us to consider the following
and
we encounter claims about religion.
whenever
the two perspectives below on
Consider
or not religion is universal.
whether
How might the “universality” of religion
1.
claims about whether religion is
affect
What implications does this have for
2.
knowledge?
religious
we should be sceptical of boundaries
While
between concepts, blurring the
constructed
between religion and state authority
line
has brought about serious and
specifically
can do this activity working on your own,
You
a partner or in a small group.
with
Chapter 1, we discuss the map metaphor of
In
and you may have depicted your
knowledge,
as a literal map. How does religious
knowledge
inform your map of the world? How
knowledge
it fit with other domains such as history,
does
science and politics? Do some of these
art,
spill over or cut across other domains
domains
clearly?
more
Batchelor follows what he calls a
Stephen
Buddhism, that acknowledges the
Secular
approach is useful to us beyond this
This
and indeed beyond this course and the
chapter,
Diploma Programme. We can practise on one
IB
commonly made in the context of
statement
terms: Religious
Search
Project Why do
Studies
terms: Religious Studies
Search
Project Return of
Research
consequences. Similarly, the
well-documented
between religion and science has
boundary
controversy, with claims-makers on each
caused
closely policing the boundary. Each of these
side
Where does the scope of religion overlap
1.
the other domains?
with
2. What happens in the overlapping zones?
Where is the boundary particularly clear,
3.
broken or blurry? Describe what
wiggly,
means and why you have drawn or
it
it this way.
imagined
you are doing this exercise with a partner or in
If
group, compare your maps and share what you
a
the importance of doubt and questioning.
as
comprehends Buddhism as a way of being
He
I. Scope
I. Scope
With this claim, who is trying to persuade whom of
what? Who stands to gain and who stands to lose if
the claim is received as true?
(Stoddard, Martin 2017)
about religion are these rules based on?
religion: that religion is universal.
Practising skills: Identifying assumptions and drawing implications
we believe?
created, discovered or revealed?
homo religiosus
I.2 Touchpoints and tensions
issues is investigated below.
For discussion
How would you map out the scope of religion?
identify as significant similarities and differences.
Box 6.1: Is secular Buddhism religion without belief?
141
mystery and vitality of spiritual life as well
and doing, but not necessarily requiring belief,
I. Scope
in his view, involves this problem: when
which
believe that “this is how reality works”,
you
require supernaturalistic explanations
you
as God or Karma, which dominates what
such
see as Christianity or Buddhism. Above
people
argues Batchelor, “secular Buddhism is
all,
to do, not to believe in” (Batchelor
something
in Tippett 2018).
quoted
is an increasingly popular conception
This
spirituality as something independent of
of
phenomena. Another popular
supernaturalistic
sees Buddhism as more of science
framing
philosophy, and less as religion. To the
and
that everyone is free to imagine their
extent
spiritual and religious dialogue, that is
own
what are the implications of this for
great—but
knowledge, and concepts such as faith,
religious
objectivity and neutrality? As a counter-
truth,
consider the views of Thupten Jinpa,
perspective
close aide and translator to the Dalai Lama.
a
terms: Thupten Jinpa
Search
the Dalai Lama
translating
people are … encountering a
“When
such as Tibetan Buddhism, it’s
tradition
different historically from, say, any of
very
monotheistic traditions that you see in
the
do we popularly conceive of the
How
between religion and politics?
relationship
may have heard phrases such as “religion
You
politics do not mix” or “the separation
and
church and state”—both of which align
of
the idea of secularism, a pillar of many
with
democracies. However, it would be
modern
to think that religion and politics are
naive
domains. Mahatma Gandhi stated
isolated
his autobiography (1927) that “those who
in
religion has nothing to do with politics
say
not know what religion is”. Religion and
do
powerfully intermix in ways that
politics
human life, for better or worse, such
affect
in the Civil Rights movement of the 1950s
as
the Rohingyarefugee crisis of the early
and
West … where there has been a kind
the
gradual separation between spirituality
of
religion. And then you have science …
or
your understanding of the world is
where
on what you can directly perceive or
based
you can infer on the basis of … direct
what
… . So this kind of separation
experience
science and philosophy and
between
has not occurred in the context
spirituality
Tibetan tradition, Tibetan buddhism.
of
you cannot look at Tibetan Buddhism
…
say this is religion… you cannot
and
this is philosophy … nor can you say
say
is science. But within that tradition,
this
have all the elements. … So that
you
the training of a monk very, very
makes
because you have to … study
sophisticated,
these aspects, the relationship between
all
perception and the world, and the
our
between true knowledge and a
distinction
belief in assumption. You know, how
mere
a language in thought relate to the
does
reality?” (Jinpa quoted in Tippett
actual
2013)
to Jinpa, knowledge must be
According
into a holistic system, including
integrated
through meditation. This is radically
ethics,
from the disciplinary training of
different
century. The scholar Omid Safi, musing
21st
theentanglement of religion and politics,
on
was drawn … to the study of mystics because I was
I
out on politics, and wanted to lose myself in
burned
ethereal, eternal, sweet, and love-lled world [of]
the
mystics. . . . But my beloved mystics kept acting
the
and politically. Because they loved God, they
socially
God’s creation. . . . Many of them positioned
loved
as champions of the weak and the
themselves
and acted in a way that today we would
marginalized,
“speaking truth to power.” In their profoundly
call
society—and let us admit that ours today
hierarchical
still profoundly hierarchical—these mystics kept
is
reminding the rulers that it was God who was the
on
6
scientists and researchers.
I.3 Not only religion: The spiritual and
the political
wrotethe following.
ultimate King.
(Sa 2016)
142
the context of politics, religion can be a
In
force through which people are
powerful
to act. Religious communities have
moved
times been at the forefront of social
many
and social activism. The kind of force
reform
religion wields in politics, and the social
that
it performs, vary greatly across contexts.
function
claim that religion is a regressive force, or
To
that it is a progressive force, are
conversely
of generalizations that should be
examples
the global processes that thrust strangers
In
and drive friends apart, religion
together,
likely to continue playing a role. Safi
is
usthat this function of religion is
reminds
new or unique to any particular religious
not
knowledgetradition.
the world and throughout history
Around
witness religion entangled with political
we
(a) To what extent is religion inherently
1.
Why might this be the
political?
has it been politicized and
Where
and how would
depoliticized,
(a) Why is it important to know the
2.
to the questions above?
answers
instances in your context,
Consider
the contemporary or historical
in
of your community, where
events
have witnessed the political
you
of religion. Are there
impact
and differences across
similarities
I. Scope
I. Scope
instead insisted that human beings stood radically
equal, as the teeth in a comb?
Was Rabbi Heschel not concerned with politics
when he said that he was praying with his feet in
marching for civil rights, when he said that church
and synagogue were forbidden as long as African
Americans were treated as they were, and when he
said that he could not read his prayer book when
every time he opened it he saw images of the children
of Vietnam burning in napalm?
criticallyevaluated.
Was Brother Martin not political when he said that
our concern was to save the very soul of America
by standing out against racism, materialism, and
militarism?
Was Thomas Merton not political when he said: ‘The
world is full of great criminals with enormous power,
and they are in a death struggle with each other.’ His
deep attachment to the life of spirit, even silence, did
not prevent him from getting involved in issues of
justice and injustice, or speaking out against racism
and war.
(Sa 2016)
Martin Luther King and Abraham Joshua Herschel
For discussion
Figure 6.2
during the Selma march in 1965
Political or politicized?
reform, liberation or oppression.
case?
(b)
Was Moses not concerned with the political as he led
the Hebrews out of bondage?
weknow?
Was Amos not concerned with politics when he said:
‘Let justice roll down like waters and righteousness
like a mighty stream.’
(b)
Was Jesus of Nazareth not concerned with social
change and transformation as he sat with prostitutes
and lepers, keeping the company of the outcast and
the downtrodden?
Was Muhammad of Arabia not concerned with the
political as he overthrew the Arab tribal bonds and
these instances?
143
I. Scope
kinds of questions altogether, probing and
dierent
in ways neither could alone.
illuminating
and religion are sometimes, at least in the
Science
Western imagining, conceived of as being
popular
opposition to each other, as being mutually
in
ways of describing reality. The debate
exclusive
creationism and evolutionary theory in
between
United States is a commonly cited example.
the
voices aligned with the political far right
Religious
grown audibly hostile to science, provoking
have
new atheist response that is hostile to religion
a
for example, Bradley, Ruse 2014). But some
(see,
argue that rather than posing
commentators
answers to the same questions, religion
competing
TOK, we demarcate science as an area of
In
but religious knowledge as a theme;
knowledge,
might this be the case? In the past religious
why
was designated as an area of
knowledge
in itself. Why might we have moved
knowledge
from that?
away
map metaphor of knowledge reminds us
The
be sensitive to and critical of the boundaries
to
between different knowledge domains.
drawn
his book The Territories of Science and Religion
In
Peter Harrison discusses the supposed
(2015),
between religious knowledge and
tension
domains that are stereotypically
science,
as irreconcilable, or at least opposed
positioned
one another. We should remember that the
to
“science” and “religion”, as they are
categories
today, emerged comparably recently,
understood
in a very specific historical and cultural
and
Humans have been performing acts of
context.
and endeavouring to systematically
worship
the natural world for much longer
explain
we have described or understood those
than
as religious or scientific. For much of
practices
history, and in many contexts even today,
that
one another. As religion and science have
to
into strikingly distinct disciplines, we
grown
ahistorically applying this distinction to
risk
thepast.
to what extent is the conflict between religion
So,
science centred on Western sensibilities
and
to the development of science in early
owing
Europe, at a time of strained relationships
modern
the Church? Luckily for us, many ambitious
with
have attempted to answer that question,
scholars
V. Raman, among others, argues
Varadaraja
this separation does not appear so strongly
that
other religious and cultural contexts. While
in
science emerged in Western Europe
modern
discoveries that appeared to clash with
with
Church, laying the foundation for the
the
that underpins most contemporary
secularism
democracies, this did not happen
Western
Raman (quoted in Tippett 2007) says
elsewhere.
“Eastern” religious traditions had “a clear
the
of what constitutes religious
understanding
inside experience on the one hand,
knowledge
what may be called intellectual, analytical,
and
knowledge” on the other. He uses an
secular
to describe the relationship between
analogy
and religion: if we conceive of the
science
as a poem, science provides the tools to
universe
the structure, rhyme and metre of the
understand
but it does not tell us the poem’s meaning,
poem,
answer the question about why the poem
or
cœur a ses raisons que la raison ne
“Le
point.”
connaît
thinkers over the centuries have argued that
Many
world is too complex for us to put everything
the
the straitjacket of reason”, as Raman (quoted
“in
Tippett 2007) calls it. The successes of modern
in
he argues, have led to an addiction
sciences,
rationality, whereas the religious experience
to
the unravelling of the mystery of existence.
is
enables us to look at human events in
Religion
6
I.4 Religion and science: Competing
answers and complementary questions
we ask our questions aects the answers
How
arrive at. … [S]cience and religion … ask
we
(Tippett 2010)
and we will not dwell on it in depth.
and science ask altogether different questions.
exists. In his telling, that comes from religion.
(“The heart has its reasons which
reason doesn’t understand.”)
(Blaise Pascal)
these practices were not thought of as opposed
“transrational” terms—transrational being that
144
is beyond rationality or irrationality, such
which
compassion, love, reverence and faith. Do you
as
with this dichotomy that Raman is posing?
agree
or whynot?
Why
status does religious knowledge have in
What
of legitimacy and reliability in comparison
terms
the other areas of knowledge? What contextual
to
affect its status? Why is it not considered
factors
area of knowledge? How would you respond
an
claims that non-Abrahamic traditions, or
to
religions, as Raman argues, are more
“Eastern”
with the scientific pursuit of knowledge?
aligned
explore this line of enquiry further, refer to
To
(2010) and Wallace (2003).
Capra
especially in its pop culture
Buddhism,
is often framed in psychological
imagining,
as a “science of the mind”, or alternatively
terms,
more of a philosophy than a religion. Even
as
early as 1974, Chögyam Trungpa Rinpoche
as
predicted that “Buddhism will come to
had
West as a psychology” (quoted in Goleman
the
Perhaps these interpretations of Buddhism
2004).
tell us more about the cultures to
ultimately
it is spreading, than about Buddhism
which
is often perceived as spreading
Globalization
privileged set of knowledges and cultures
a
the world. How have religious
around
and practices met this force?
communities
the scope of religious thought expands,
When
some religions becoming global, it is
with
to consider how the global modernized
interesting
of those religions compares with the more
version
contextualized versions at their origin.
locally
religious knowledge be independent from
Can
place and people who produced it? While
the
knowledge can travel far, to what extent
religious
it be understood by those outside of the
can
community? For example, we consider
religious
knowledge issues involved in translation
the
Chapter 4. To what extent can religious
in
be thought of as consistent or truthful,
knowledge
translations and other transfers are used?
when
what extent would you agree that Tibetan
To
in California, and Tibetan Buddhism in
Buddhism
are the same religion? More generally, how
Tibet,
religious knowledge spread, and how might
does
we mentioned the enduring pluralism of
Earlier,
practices in the modern world. There
religious
today over a million Buddhists in North
are
the vast majority of whom were not
America,
to the faith. In Europe, there is a significant
born
population—tens of millions—and
Muslim
in places such as the Netherlands. Across
rising
world, practitioners and believers of
the
faiths are sharing space. Are religious
different
encountering one another and
knowledges
into conversation any differently from
entering
ways they have in the past?
the
many places around the world, religious
In
and identity were until very recently
knowledge
II. Perspectives
I. Scope
II. Perspectives
The very idea that Buddhism had anything to do with
psychology was at the time for most of us in the eld
patently absurd. But that attitude reected more our
own naivete than anything to do with Buddhism.
(Goleman 2004)
itself.
it change in response to being spread?
I I . P E R S P E C T I V E S
II.1 Engaging with religious multiplicity
inherited; they were forms of learning the values
145
II. Perspectives
practices of the culture in a community or
and
As people become more mobile, comfortable
place.
independent of their home communities, they
and
the opportunity and challenge of crafting their
face
and/or religious identities. Some people
spiritual
places have come into this faster than others,
and
to sociologist Peter Berger, for most of
According
people would rarely, if ever, encounter
history,
of a different religion; to be of a certain
someone
in a given village would be self-evident,
religion
inevitable and taken for granted. With
natural,
and secularism, people had the
globalization
opportunity of imagining other possibilities.
new
describes modernity as “a gigantic
Berger
from destiny to choice” in which
transformation
“must choose what they believe, how
people
define themselves, how they are to live”
they
in Tippett 2006a). People now encounter
(quoted
even neighbours, with very different
others,
beliefs and world views. Has this
religious
how we value and perceive religious
changed
What else has been affected?
knowledge?
cosmopolitan cities around the world,
In
diversity is being championed and
religious
as well as feared and resisted. It adds
celebrated,
the richness of human experience as well as
to
the insecurity of those who feel threatened
to
change. Reverend angel Kyodo williams has
by
religious diversity. Where diversity
investigated
been welcomed, williams observes that
has
identities and sense of thriving is not
people’s
on religious sameness. Instead, the
dependent
sense of mobility and spaciousness
heightened
accompanies religious diversity outweighs
that
unease. However, some communities do feel
the
by religious diversity. In light of what
threatened
what it means when people say they
Consider
religious or spiritual, or when they specify
are
What relationship do spirituality and
1.
belief have to knowledge, in
religious
How are religious knowledge
2.
norms, traditions and
communities,
(a) religious people
(b) those who are spiritual but not religious
of the themes within diversity is tolerance,
One
refers not simply to accepting people who
which
different, but also tolerating people who you
are
not like or agree with, or who do seemingly
do
is worth considering what skills might be
It
of the knower in navigating the
required
of religious pluralism effectively and
landscape
We briefly explore the relationship
respectfully.
religious knowledge and the concept
between
truth below. How might we evaluate the
of
6
For ref lection
The spiritual and religious
that they are spiritual but not religious.
creating another layer of friction.
terms of:
(a) what is considered a reliable source of
knowledge
who has the authority and/
(b)
legitimacy to decide what is
or
knowledge?
institutions seen differentlyby:
(c) those who are neither spiritual nor
religious?
strange or nonsensical things.
you have read, why might this be the case?
competing claims of different religions?
Does religion seek truth?
intellectual tradition has broader meaning, as well as
specic connotations. Learn more about the relationship
What kind of knowledge is religious knowledge? There
between ‘ilm and the pursuit, acquisition and application
are diverse perspectives about how knowledge is
of knowledge by following the link.
perceived in religious traditions and in, for example,
mainstream pop culture, TOK and the IB Diploma
Search terms: Islamic concept of
knowledge al-islam
Programme. Consider the Arabic word ‘ilm (
), which is
commonly translated as “knowledge”, but in the Islamic
146
religious experience, as far back as we can take
All
none of it is pure, authentic, unadulterated. The
it,
practised in the year 100 is radically unlike
Christianity
practice now. Christians don’t always like to
Christian
that, but it’s so. Same thing is true of Judaism.
admit
thing is true of all the great religious traditions.
Same
Hinduism, various schools of thought have dierent
In
for what constitutes valid knowledge (pramā)
criteria
invalid knowledge (apramā); and what are
and
sources of knowledge.
legitimate
the diversity of religious intellectual traditions,
Given
the distinct ways each of them approaches
and
about where knowledge comes from, and
questions
knowledge is valid, does it make sense to speak
what
religious knowledge as one thing? Are the various
of
more similar than they are dierent? Some
religions
those who suggest the answer is “yes” start from
of
assumption of a fundamental truth underlying all
an
sentiment drove the Mughal Emperor Abū al-Fath
This
al-Di Muh ammad Akbar to convene interreligious
Jalāl
among adherents of Islam, Hinduism,
dialogues
Judaism, Jainism and Zoroastrianism
Christianity,
his court in the second half of the 16th century. At
at
the same time, Jean Bodin imagined a similar
around
between seven sages, including a Roman
conversation
a Lutheran, a Calvinist, a Jew, a Muslim, as well
Catholic,
a natural philosopher and a sceptic in Colloquium
as
Seven about Secrets of the Sublime.
ofthe
were early attempts to discern a common
These
amid all the religious dierence. Echoes of this
core
appear in the eld of comparative religion,
sentiment
in eorts to promote religious tolerance through
and
dialogue and education. The claim is that if
interfaith
religions share a common core of true beliefs, then
all
search for and nd this would be promising in terms
to
promoting mutual understanding and overcoming
of
conict. And, not insignicantly, adherents
religious
dierent religious faiths would have less reason to
of
the truthfulness of other faiths. In light of this,
doubt
the role of truth in religious knowledge—is truth
examine
that religions disagree about or is it a unifying
something
of religious knowledge?
factor
the coloration of their time and temperament and
on
the local color, as much as anything can. So any
of
of a one—of a true, authentic faith always
notion
us backwards towards fundamentalism. And
leads
is a betrayal of the varieties of religious
fundamentalism
not an assertion of them.
experience,
II. Perspectives
II. Perspectives
religious dierence.
A religious assembly of dierent faiths at the court
Figure 6.3
of Mughal Emperor Akbar (1556–1605), miniature painting by
Nar Singh circa 1605)
II.2 Multiple perspectives
They have changed within themselves, have taken
(Gopnik quoted in Tippett 2017)
147
religious knowledge lose something, or
Does
something, if it changes over time? How has
gain
understanding and perception of religious
our
changed over time?
knowledge
studies scholar Reza Aslan has
Religious
what it means for religion to change,
considered
in Islam. Islam’s prophets, he
particularly
are “intimately connected to the worlds
says,
of which they arise”, and the transition
out
one world, or era, to another has been
from
a “reformation”. Aslan’s assertions are
called
and invite us to think carefully
provocative,
the relationship between religious
about
and the past, and the role and
knowledge
of individuals in the development of
influence
knowledge. Aslan expresses some of his
religious
especially Aslan’s final point above,
Consider
the tension between the influence of
regarding
versus the influence of individuals
institutions
how a religion is defined. The history
on
religion is rich with stories about how
of
and institutions gain and lose the
individuals
and authority to make claims about
legitimacy
knowledge. What gives legitimacy to
religious
lose authority? How has this varied over
and
and across contexts?
time
we encountered the view of Stephen
Earlier,
who talks about Buddhism without
Batchelor,
What does it mean for individuals to
belief.
religion in whatever manner they want
interpret
To what extent is this a religious, political
to?
moral freedom, and how does it variously
or
around the world? Because stewards
manifest
religious systems can wield significant power,
of
problem of competing interpretations can
the
to power struggles and violence—between
lead
between institutions, and between
individuals,
and individuals.
institutions
to Aslan, this process of reformation,
According
“passing of institutional authority into
the
hands”, has been ongoing in
individual
since the end of the colonial era. For
Islam
prior to that, the religious authorities
14centuries
maintained a firm grip on the meaning
had
teaching of Islam, for example because
and
a few people could actually read the
only
As the authority of different religious
Qur’an.
has weakened, across the world,
institutions
to factors including better education,
due
communication between communities
literacy,
democratic governance systems, more
and
have asserted themselves. Now
interpretations
around the world are living “their faith
Muslims
enormous diversity and eclecticism” (Aslan
in
in Tippett 2014) against a backdrop of
quoted
that are still trying to understand
nation-states
religion fits alongside a constitution, a legal
how
and human rights.
system
multiplicity of interpretations has the
This
to promote tolerance and pluralism,
potential
it can also lead to strife. In the absence of a
but
religious authority, such as a Muslim
centralized
or Vatican to mediate over 1.6 billion people,
Pope
debate can become a cacophony of voices
the
one another. As a result of all this,
outshouting
speaks of multiple Islams and disputes the
Aslan
of a monolithic Islamic World, a notion
existence
has become a “fact” of religion, history and
that
interchangeably used with another
geography,
invented term—“the Arabworld”.
recently
6II. Perspectives
views as follows.
There’s this misunderstanding, amongst most people
of faith that prophets sort of grow up in some kind
of cultural or religious vacuum. That a prophet is
somebody that just plopped down to earth from
heaven, and with a ready-made message, in which
they found a brand new religion. But prophets don’t
invent religions. Prophets are reformers of the
religions that they themselves grow up in.
Jesus did not invent Christianity. Jesus was a Jew. He
was reforming Judaism.
The Buddha did not invent Buddhism. The Buddha
was a Hindu. He was reforming Hinduism.
When we use the term reformation, what we mean is
the fundamental conict that is inherent in all religious
traditions, as I say, between who gets to dene the
faith. Is it the institution? Or is it the individuals?
(Aslan quoted in Tippett 2014)
religious claims? How do claims-makers gain
148
we talk about physics, biology,
When
mathematics, history, the visual
economics,
and psychology, we refer to domains of
arts
that are generally consistent and
knowledge
coherent. This makes it possible to
internally
of one physics and one mathematics—but
talk
we talk about one Christianity or one Islam
can
the same way?
in
Aslan's view on the matter in the
Consider
of Islam:
context
… there is very little that Muslims
“
the world have in common with
around
other. … people will say, well, they all
each
in the Qur’an, but … [t]he Qur’an
believe
a scripture. ... And so people are going
is
come at it quite differently, depending
to
their own prejudices and preconceived
on
notions.
can say, well, but they don’t all pray
You
same way? Well, no, actually they
the
does gender intersect with religion?
How
are powerful dimensions of identity as
Both
as markers of power and privilege. The
well
“devout Muslim” and “feminist” are
terms
imagined to be in opposition,
stereotypically
are clearly not necessarily so. This section
but
at extracts about women in Christianity
looks
Islam, but is just a small window into a very
and
all pray the same way. The Shia pray
don’t
times, the Sunni pray five times,
three
is some difference in the rituals of
there
prayer. the
don’t they all follow Islamic law?
Well,
There’s six different schools of Islamic
No.
and even within those schools, there’s
law,
diversity of opinion, and idea.
enormous
don’t they all believe that the same
Well,
Don't they all believe there is no
thing?
but God, and Muhammed is God’s
god
Yes, but many of them think of
messenger?
have trouble even saying the word
I
I mean, the scholar in me wants to
‘Islam.’
an ‘s.’ Wants to say ‘Islams’.” (Aslan
add
in Tippet 2014)
quoted
exists within many religions today.
Pluralism
has it shown up in your context? What are
How
implications of variety and disagreement
the
religions for religious knowledge?
within
the implications of religious doctrine
twofold:
women in religious communities, as well as
for
representation and prominence of women
the
the history of religious thought. As we move
in
this section, consider to what extent
through
in religious knowledge communities face
women
or different issues compared to women
similar
the arts, in science and technology or in the
in
this chapter considered how religion has
Earlier,
over time, and continues to change, in
changed
to forces of modernity. The status and
response
of women have also changed dramatically,
rights
in the 20th century. To the extent that
particularly
has been a strong reaction against feminism,
there
example, it has at times been framed in
for
terms, around issues of reproductive
religious
and modesty. Consider, for example, the
health
lines from Genesis 3:16, which tell
following
story of God’s punishment of Adam and
the
(thelines below refer only to Eve) for their
Eve
II. Perspectives
II. Perspectives
For discussion
Diversity of opinion
that phrase in vastly different ways.
II.3 Women and religion
historical profession.
Original Sin.
complex and important topic. The issue is at least
149
what extent can we comprehend the words
To
in our present cultural and historical
above
Chapter 8 considers the long and
moment?
history of the politics and science of
gendered
pain. The quote from Genesis provides
women’s
religious perspective on this that is neither
a
nor divergent from the historical
surprising
Even monarchs were not spared this
narrative.
the Church of England was unwilling
treatment:
endorse Queen Victoria’s use of anesthetics
to
giving birth to her children. Reportedly,
while
response was to take the anesthetics anyway.
her
denial of women’s pain remains, bizarrely,
The
issue in both science and society, and one that
an
the West, rising levels of divorce, teen
In
and single-parent households have
pregnancy
been blamed on a “feminist” undermining
also
the sanctity of marriage, through birth
of
and women’s rights to choose whether,
control
and with whom to have children. Across
when
section illuminates some tensions and
This
about the extent to which
disagreements
knowledge has changed over
religious
Consider how you would evaluate the
time.
knowledge changes significantly
“Religious
time.” over
knowledge largely remains stable
“Religious
time.” over
What kind of examples and arguments
1.
you offer in support of each of these
can
class, religion and political affiliation
contexts,
collided over the issue of women’s rights.
have
according to Rebecca Chopp, a
However,
theologian, the institution of marriage
feminist
Christianity has been transformed many
in
through history, including recent North
times
history. She asserts that men and
American
lived shorter lives in the 19th century,
women
that the average American marriage lasted
and
than ten years. Step-parenting, second
less
and blended families were common
marriages
up until the 1950s, at which point a new
even
of stable nuclear families was adopted into
ideal
culture. That ideal has been crumbling for a
US
of years. As Chopp puts it, there is no
number
tradition”—marriage has been reinvented
“one
times. The introduction and wide
multiple
of contraceptive pills, for example,
acceptance
shifted the foundations of marriage.
profoundly
intimacy that formed and sustained
The
and the legal structures that formed
marriages,
it, were no longer tightly bound. To put it
around
physical intimacy was suddenly possible
simply,
very low risk outside of marriage and within
at
there was more choice about how many
marriage
to have and when.
children
Analyse and evaluate the evidence. What
2.
you say about the factors that influence
can
(a) What conclusion can you draw based
3.
your analysis?
on
In TOK you will be asked to draw
(b)
between different types of
comparisons
How does your conclusion
knowledge.
religious knowledge compare to
about
you might be able to say about
what
or Indigenous knowledge?
scientific
6II. Perspectives
the woman the Lord God said, I will greatly increase
To
pains in childbearing and in pain you shall
your
forth children. Yet your desire shall be for your
bring
and he shall rule over you.
husband,
3:16)
(Genesis
communities have responded by
Religious
marriage support systems and pro-
providing
marriage, pro-family, pro-abstinence movements.
may be partly rooted in religious assumptions.
Practising skills: Evaluating claims
the extent of the change over time?
following claims.
claims?
150
and religion will continue to adapt
Marriage
these social forces. Already, in just a few
to
the legal and social legitimacy and
years,
of marriage have been conferred to
benefits
partnerships in a number
non-heteronormative
countries, bringing about the possibility
of
satisfying relationships with strong family
of
to situations where this was
dynamics
legally or culturally impossible.
previously
some contexts religious arguments have
In
used in support of or against these
been
developments.
can we evaluate the diverse and sometimes
How
claims made about what religious
opposing
says about women or how women
knowledge
in religious practice? We can, of
participate
look at the claims-makers and critically
course,
their perspective, motivations and gaps.
assess
Ahmed, a professor at Harvard Divinity
Leila
suggests that we might also wish to
School,
the questions to which the claims are
consider
responding.
I get constantly called and asked to explain
…
Islam oppresses women; I have never yet
why
called and asked, ‘Why is it that Islam has
been
seven women prime ministers or heads of
produced
…?’ I don’t think it’s really entirely innocent.
state
think it’s about political power and how we want to
I
the second decade of the 20th century, a
In
of politicians across Europe targeted
number
wearing of a veil—in different forms,
the
hijab, niqab or burqa, among others—
called
Muslim women. Western news media
by
extensively covered the “liberation” of
also
and Iraqi women during the US war
Afghan
terrorism. Ahmed describes this as history
on
what was disturbing there was to see the replay of
…
the British Empire did in Egypt 100 years ago. …
what
I need to invoke here is the belief at the end of the
what
century that the veil symbolized the oppression
19th
Muslim women. It’s part of the mythology of that era
of
which whatever was being done in another country,
in
countries that they dominated, whether it was India
the
sub-Saharan Africa or the Muslim countries, however
or
women dressed there it was the wrong thing. In
the
Africa, they didn’t wear enough clothes;
sub-Saharan
didn’t dress the way European Victorian women
they
In the Middle East, they wore too many
dressed.
So the veil in the West … became the emblem
clothes.
how uncivilized Islam was … .
of
recounts that Lord Cromer, the British
Ahmed
in Egypt a century ago, had
administrator
about “telling people how Egyptian
gone
ought to be”, liberating Egyptian
society
from the veil so that their men would
women
“civilized”. At the same time, Cromer
become
the founder and President of the Society
was
to Women’s Suffrage, inEngland.
Opposed
didn’t think women ought to have the vote. He
He
Victorian society was perfect as it was, with a
thought
ruling over everything, and that is a society
patriarch
ought to be spread across the world. And in the
that
and veils have been, of course,
Headscarves
by women of different religions and in
used
parts of the world: by Zorastrans
different
Iran, among Christians across the Middle
in
and in various faiths across the Indian
East
Veils are a clear example of the
subcontinent.
of religious, gender and cultural
entanglement
and markers. The visible aspects of
identities
identity interact with politics in ways
religious
raise important TOK questions.
that
II. Perspectives
II. Perspectives
(Ahmed quoted in Tippett 2006)
represent Islam.
name of that, Muslim women had to unveil.
(Ahmed quoted in Tippett 2006b)
(Ahmed quoted in Tippett 2006)
repeating itself, stating:
151
II. Perspectives
one, it allows strangers to know that a
For
belongs to a particular religious group,
person
to make assumptions about that person’s
and
Under what circumstances might
beliefs.
of religious groups want to emphasize
members
de-emphasize their religious identities? To
or
extent is what we know about religions
what
by their visible aspects?
influenced
Religion, power and the politics
II.4
knowledge
of
spread of religious knowledge is part
The
the histories of conquest, imperialism
of
colonialism. However, the relationship
and
our knowledge about religions and
between
histories is often less obvious, or even
these
erased. How have these political
deliberately
affected our collective knowledge
processes
religious practices? As a result of their
about
what might be misrepresented,
influence,
or altogether missing from
underrepresented
Empire of Religion, David Chidester explores
In
fundamental questions.
three
questions are part of academic debates
These
the relationship between knowledge
about
power in the context of religious studies.
and
explores religious knowledge
Chidester
in the context of power relations—
production
imperial and Indigenous. He shows
colonial,
newly converted Indigenous informants
how
with missionaries, and how foreign
worked
became “local experts”, to produce
travellers
and reports on Indigenous religions
surveys
the colonial administrators and imperial
for
These were the raw materials, says
theorists.
that gave birth to the discipline of
Chidester,
studies, which placed itself in a point
religious
time between an imagined primitive past of
in
belief and the future triumph of the
Indigenous
history of religious knowledge invites
This
to consider what questions we should be
us
about the knowledge coming from
asking
studies. What are the constraints
religious
limitations of academic knowledge about
and
and its supposed objectivity and
religion,
Which is a more reliable source of
neutrality?
about religion—academic study
knowledge
a secular lens, or religious authorities
through
leaders?
and
6
colonial civilizing project.
our understanding of religion?
How is knowledge about religion and religions
produced? How is that knowledge authenticated?
How is that knowledge circulated?
(Chidester 2003)
152
individuals, communities and authorities
Many
to have religious knowledge. In this section
claim
explore the various ways in which religious
we
is acquired, produced and shared. As
knowledge
read on, consider what gives religious claims
you
claims-makers legitimacy. On what basis
and
religious knowledge be claimed, and what
can
as good evidence for it?
counts
know, it feels good to pray, you
You
as well.
might
knowledge systems very often have
Religious
component of personal practice, variously
a
“inner work”, meditation and prayer.
called
what extent does the knowledge arising
To
this practice—the questions, answers,
from
observations and so on—have a
thoughts,
and status comparable to that of other
validity
of knowledge? Does religious knowledge
areas
from practice, or is the practice itself a
arise
of knowledge, regardless of its results? Is
form
ability to perform a religious ritual as much
the
as knowledge?
skill
– Suzuki, author of Zen Mind, Beginner’s
Shunryu
has notably said that gaining religious
Mind,
by gathering information, as is
knowledge
when people attempt to learn
customary
is a way to “end up not knowing
something,
at all” (2011). To understand Zen
anything
he argues, one should not try
Buddhism,
gather as many pieces of information as
to
but rather to clear one’s mind. This
possible,
has been embraced and trivialized by a
idea
of pop culture artefacts, from Hollywood
range
kids to self-help books. Suzuki refers to
karate
information is processed as an echo of preexisting
new
beliefs and ideas, and true learning is
Many spiritual and religious teachers
impossible.
guides echo the apparently contradictory
and
of knowing and unknowing ourselves, of
ideas
trying to become something but becoming
not
nonetheless. How is the process of
something
this knowledge similar to, different
learning
or incomparable to learning knowledge of
from
forms?
other
the beginner’s mind there are many
“In
but in the expert’s there are
possibilities,
How might a “beginner’s” interpretation
1.
this quote differ from an expert’s?
of
What does it mean for knowledge in
2.
to have accuracy?
religions
To what extent does the concept of
3.
apply to religious knowledge?
reliability
III. Methods and tools
III. Methods and tools
I I I . M E T H O D S A N D T O O LS
III.1 Acquiring and transferring
knowledge in religion
(Epicurus 341–270 bce)
Figure 6.4 Shunryu Suzuki
For discussion
Beginner’s mind
few.” (Suzuki 2011)
achieving “emptiness”; if the mind is unclear,
153
the context of perspectives, it is interesting
In
consider the engagement of children with
to
knowledge. The child psychiatrist Robert
religious
has built a career writing books about the
Coles
spiritual, political and moral lives
psychological,
children. He asserts that young children may be
of
spiritual than we recognize, that they have a
more
curiosity and interest that aligns with how
natural
born to religious families—whether
Children
are Sikh, Buddhist, Muslim, Christian,
they
Jewish or Hindu—are typically involved
Jain,
the culture of their religion from childhood.
in
knowledge is most often inherited or
Religious
down from parent to child in this way.
passed
children are taught that their parents’
Many
is the one true faith. When religious
religion
is non-contestable, can we still say
teaching
what is being taught is knowledge? More
that
what is the role of contestabilityand
generally,
in producing religious knowledge?
disagreement
is the language of God, all else is poor
Silence
translation.
has played a key role in the spread
Language
religious knowledge, and the processes by
of
religious knowledge is passed down,
which
through spoken or written traditions.
whether
these processes acquire or lose legitimacy
How
authority are rife with knowledge issues.
and
is language essential to knowing something
But
or to sharing it? To what extent is
religiously,
a sufficient means for expressing and
language
religious knowledge?
sharing
traditions often spread to new audiences
Religious
translation. What opportunities and risks
through
from acquiring religious knowledge in a
arise
other than the original?
language
learning in religious
Language
practice
terms: Divine
Search
language learning
words
the gap between religious teachings
Closing
one’s personal practice can be a powerful
and
for learning the language in which
motivator
religious tradition developed. Consider this
a
about learners of Hebrew, Arabic and
article
Tibetan who are hoping to connect
classical
their religions, and the questions that
with
motivating them.
are
To what extent can the nuances of
1.
language be translated?
religious
Does being able to understand a religious
2.
in multiple languages:
text
(a) promote new interpretations
(b) promote more precise interpretation?
whether and how much people trust
(a)
translation of a religious text
a
how people might decide between
(b)
translations without
competing
6III. Methods and tools
religion looks at the world.
our eort in this planet as creatures who have a
It’s
and use language to ask questions and answer
mind
through speculation, through story-telling …
them
do we come from? What are we? … [T]hose
Where
questions inform religious life and
fundamental
the lives of children …
inform
(Coles quoted in Tippett 2009)
Making connections
Translating religious texts
4 explores how the practice of translation in
Chapter
part depends on what is being translated. What
large
the quality of translation of a religious
determines
as compared to other types of text? Is language
text,
enough to qualify or give legitimacy to
uency
aspiring to be a translator of religious texts?
someone
For discussion
inreligious practice
III.2 Religious knowledge and language
(Rumi 1207–1273)
3. Which factors determine:
speaking the source language?
154
the 21st century the task of explaining nature
In
largely fallen to science, but this is a relatively
has
occurrence. Explanations of natural
recent
have occupied religious thought and
phenomena
1967 Clarence Glacken published a fairly
In
account of the relationships
comprehensive
religion and nature in the Western
between
This inspired other investigations into
world.
environmental impacts of Western culture,
the
philosophy and science. These works
religion,
“an epic struggle in Western culture
portray
organicist and mechanist worldviews
between
between those who view the natural world as
…
sacred and having intrinsic value, and
somehow
who view the Earth as a way station to a
those
realm beyond the Earth …” (Glacken
heavenly
Religion was viewed as both culprit and
1967).
in the environmental destruction story.
saviour
in 1967 Lynn White published an article
Also
argued that Abrahamic religions (Judaism,
that
and Islam) perpetuated modes
Christianity
living that were inherently damaging to
of
environment, and argued, like Toynbee a
the
later, that the solution to this problem
decade
also be essentially religious” (White
“must
In these authors’ view, Buddhism or
1967).
were more sensitive to nature than
Paganism
prevailing monotheism. Combined with
the
forces of the era, the existential threat
cultural
the Cold War, and growing alarm about
of
degradation, this all made
environmental
more curious about and receptive
Westerners
non-Western religious traditions. Max Weber
to
had already traced capitalism’s unbridled
(1958)
Buddhism, Hinduism, Paganism and
ideas.
belief systems and traditions showed
Indigenous
to offer more environmentally sensitive
up
and behaviours.
values
view was romantic and simplistic—
White’s
religions were causing environmental
Western
and Asian or Indigenous traditions
destruction
inherently nature-friendly. Yi Fu Tuan
were
an influential article in 1968 disputing
published
ideas, noting that deforestation predated
these
that Asian nations did not have a
Christianity,
impressive environmental record,
particularly
that many regions of the world had
and
environmental decline, scaled for
witnessed
numbers, well before the arrival of
population
Western civilization.
modern
scholars agree that nature plays a role
Numerous
shaping religion, and vice versa, but there is
in
less agreement on the important
comparatively
These include whether religion helps or
details.
adaption to the environment, and the
hinders
of this influence in relation to other
strength
features. For decades, anthropologists
cultural
been investigating the role of religion and/
have
spiritual beliefs in Indigenous Peoples’ ability
or
thrive in their environmental contexts. A
to
evolutionary argument is based on “the
common
of the most sustainable”—or the idea
survival
culture is a set of adaptations to a specific
that
and that religions evolved to guide
environment,
towards successful adaptations. This was
people
view of anthropologist Julian Steward, who
the
Indigenous Peoples in North America’s
studied
Basin. Another anthropologist, Marvin
Great
stated in the 1960s that the sacredness of
Harris,
in India was ecologically advantageous,
cows
to sustain the nutrient cycles of agroecosystems
serving
and the carrying capacity of the land.
III. Methods and tools
III. Methods and tools
III.3 Religion and nature
The present threat to mankind’s survival can be
removed only by a revolutionary change of heart in
individual human beings. This change of heart must
be inspired by religion in order to generate the will
power needed for putting arduous new ideals into
practice.
(Toynbee quoted in Porritt 1984)
practice, and been reflected in it, for millennia.
Harris subsequently generalized as follows.
Beliefs and rituals that appear to the nonanthropological
observer as wholly irrational, whimsical, and even
maladaptive have been shown to possess important
positive functions and to be the dependent variable of
recurrent adaptive processes.
(Harris 1971)
consumption of natural resources to religious
155
view has been criticized for being overly
This
and simplistic and for perpetuating
romantic
of Indigenous Peoples as
conceptions
It also ignores the stark fact of the
unscientific.
decline in animal populations (tigers,
dramatic
and elephants, for example) that has been
rhinos
by demand in some traditional medicine
driven
While anthropologists may celebrate
systems.
and Indigenous knowledge
nature-religions
generally, it is another thing to use
systems
to judge which of these are better or
science
for the environment. Yet, that task may be
worse
relationship between nature and religion
The
difficult to untangle and loaded with
is
implications, especially so in the
political
and anti-colonial discourses.
decolonizing
are clearly individuals, groups and
There
structures that would benefit from
power
or understating the importance
overstating
religion in shaping human culture and our
of
with the environment. But the
relationship
can shine a light on our way forward,
debate
offering hope against the existential
perhaps
of climate and ecological crises.
threat
number of terms refer to the category of
A
and spiritual traditions that are
religious
as more environmentally sensitive.
described
include natural religion, nature worship,
These
religion, Animism, Paganism, Heathenry,
Earth
and Pantheism. This category has
Druidry
historically viewed by Western culture as
been
and in the case of Paganism even as
primitive,
for failing to understand (or rejecting) the
evil,
as God’s creation and for worshipping
universe
6III. Methods and tools
connections
Making
Indigenous knowledge and nature
Religion,
is a sub-eld of anthropology that
Ethnobotany
in early 20th-century attempts by
originated
to document the uses of plants
anthropologists
Indigenous Peoples. This research gradually
by
to study how plants were used to sustain
expanded
health of people and their communities,
the
their environment, sometimes through
including
spiritual connection. It is related to Indigenous
a
systems generally, and traditional
knowledge
ecological knowledge (TEK) specically, which
involves the knowledge gained by Indigenous
Peoples in their interactions with the environment
over time. Ecological knowledge is sometimes
inseparably connected to religious beliefs
and practices.
Many leading scholars in the eld have asserted
that TEK can lead to sustainable use of natural
resources. Some researchers also believed that
within these religious practices were important
spiritual truths that did more than advance
environmental sustainability. This was a signicant
shift in how mainstream scientic culture
saw Indigenous Peoples, but it was also
criticized, as noted earlier, for its simplistic and
romantic perspective.
inevitable, and much needed.
elements of God’s creation rather than God.
156
however, posed a strong counter
Romanticism,
this perspective in 18th-century Europe,
to
leaders in Jean Jacques Rousseau, Samuel
with
Coleridge and Johann Wolfgang von
Taylor
They developed a philosophy of
Goethe.
that rejected the “destructive, dualistic
nature
reductionistic worldviews, which they
and
to be a central feature of Western
considered
(Taylor 2005). Indigenous Peoples
civilization”
nature religions were seen as more sensitive
and
nature, egalitarian and less greedy, an idea
to
was problematically known as the “noble
that
humans outside of
savage”—uncorrupted
and therefore beacons of humanity’s
civilization
Paganism has seen renewed
Contemporary
in recent decades coinciding with alarm
interest
environmental destruction. Groups of
about
Neopagans have attempted to
self-identified
their traditions into defined and selfcontained
solidify
religions, with nature-based spiritual
and with a sacred feminine principle
paths,
of the male divine principle of the
instead
God. Paganism shares beliefs and
Abrahamic
with other nature revering movements
politics
as Deep Ecology and Ecofeminism and
such
become an:
has
religions were long condemned for
Nature
misinformed or downright evil and
being
belief systems. The tables appear to
dangerous
turned, with those who subscribe to nature
have
criticizing mainstream religions for
religions
failings.
environmental
much of the same political space as
Occupying
nature-religionists are those who believe
the
scientific narratives could be framed as
that
narratives with life-revering ethics and
sacred
Instead of longing for and loving
spirituality.
these narratives describe a spiritual
God,
to the Earth, the biosphere or the
attachment
As examples, consider how adherents
cosmos.
the Gaia theory, developed by atmospheric
to
James Lovelock, conceive of the
scientist
as a self-regulating organism with a
biosphere
metaphysics of interdependence. Such
necessary
are being, to an extent, incorporated
narratives
existing world religions as well as into new
into
it should be obvious why nature so
Perhaps
attracts human religious attention.
consistently
the late 19th century, E.B. Tylor coined the
In
“Animism” for the category of beliefs
term
the elements and forces of the natural
that
are inspirited; that is, they have spirits
world
engage with human beings. This was
that
referred to as totemism, considered by
earlier
as one of the earliest religious
anthropologists
that described a feeling of spiritual
forms,
or kinship between human and
connection
non-humanbeings.
III. Methods and tools
III. Methods and tools
emerging religions.
innate goodness.
United Nations Earth Charter:
Sustainability with spirituality
attractive religious alternative for some non-indigenous
moderns, perhaps especially environmentally
The Earth Charter is an international declaration
of fundamental values and principles for a just,
concerned ones, who value indigenous religious
cultures for their environmental values, but either found
sustainable, and peaceful 21st-century global
society. It was drafted by a United Nations-led
them largely inaccessible, or chose not to borrow from
them because of the often strongly asserted view that
process and endorsed by organizations representing
millions of people globally. It is noteworthy for
eorts to ‘borrow’ from indigenous peoples actually
constitute cultural theft.
language that could be construed as religious, or
nearly religious; as stated on the Earth Charter
(Taylor 2005)
website: “the protection of Earth’s vitality, diversity,
and beauty is a sacred trust”. It could also be
described as a vision of humanism, with emphasis
on human agency, stewardship, responsibility and
cooperation. Humanity is tasked with choosing its
future, which “at once holds great peril and great
promise”, and with recognizing “we are one human
family and one Earth community with a common
destiny” (www.earthcharter.org).
157
David Thoreau was a naturalist, writer
Henry
leading figure in the Transcendentalism
and
movement. His famous 1854 work,
religious
included the phrases “in wildness is
Walden,
preservation of the world” and “Heaven
the
under our feet as well as over our heads”,
is
his belief that nature was a source
asserting
spiritual truth. Thoreau was influential in
of
for a spiritual basis for conservation and
calling
establishing national forest preserves
advocated
would eventually become the world’s
that
National Parks. He was a big influence on
first
Muir, a naturalist, author, environmental
John
and pioneering advocate for the
philosopher
of the wilderness. Muir was one
preservation
the first Europeans to explore Yosemite
of
the wider Sierra Nevada Mountains, and
and
to have found a sacred place where
claimed
could hear the “divine music” of nature.
he
Anderson described Muir as “the
William
of our oneness with the earth”
archetype
Biographer Steven J. Holmes described
(1990).
as “one of the patron saints of twentiethcentury
him
American environmental activity”,
“profoundly shaped the very categories
who
which Americans understand and
through
their relationships with the natural
envision
(1999). Another biographer, Donald
world”
said Muir believed his mission was
Worster,
the Americansoul from total surrender
“saving
in the Wilderness marked a period in the United States of increasing interest in nature untouched by humankind, and the link between
Twilight
purity of nature and spirituality. One contemporary critic described the painting as “Nature with folded hands, kneeling at her evening
this
6III. Methods and tools
For discussion
Environmental issues
To what extent have ecosystems shaped
1.
knowledge, and vice versa?
religious
Under what circumstances might
2.
movements be considered
environmental
religious?
How might religious doomsday
3.
and scientific environmental
prophecies
predictions influence each
catastrophe
other?
to materialism” (2008).
Figure 6.5 Twilight in the Wilderness by Frederick Edwin Church (1860). Painted six years after Thoreau’s Walden was published (1854),
prayer” (Longfellow quoted in Sweeney 1989). Religious symbols include: a tree stump (bottom left) as a “wilderness altar” with a cross of
branches and the outline of an angel; three trees (right) symbolizing the three crosses at Calvary. Others interpret the scene apocalyptically,
as a metaphor for environmental abuse and forthcoming civil war.
158
vision of conservation was profoundly
Muir’s
to the extent of seeming religious, and
ideological
with the utilitarian perspective of Gifford
clashed
the first Chief Forester of the United
Pinchot,
Muir emphasized the sacredness of natural
States.
and systems, while Pinchot argued
environments
the responsible, sustainable and equitable use
for
natural resources for the benefit of all citizens.
of
Muir might be characterized as a naturereligionist,
Whereas
Pinchot was a politically progressive
who wanted to help the poor, promote
Christian
and guard against powerful business
democracy
that irresponsibly extracted natural
interests
They thus had much in common, but
resources.
and Pinchot clashed over conflicting values
Muir
views on the management of public land.
and
Pinchot argued that sheep should be able
Whereas
graze the land in Yosemite, Muir considered
to
a desecration of a sacred space. In response,
this
believed Muir “had failed to apprehend
Pinchot
religious duty to develop natural resources for
the
good of humankind” (Taylor 2005).
the
Nash, a historian, described this clash
Roderick
a “spiritual watershed” and evidence that the
as
cult” had become a powerful voice
“wilderness
environmental politics (1967). Muir’s stance
in
conflicts over land management for
influenced
around the world, often excluding the
decades
People, the earliest stewards of the
Indigenous
from the debate entirely and displacing them
lands,
the natural resources they had relied on for
from
The sad irony is that these peoples often
millennia.
nature-oriented religious beliefs and traditions
had
begin with, which called for the sustainable and
to
To what extent has religious knowledge been
1.
to remain relevant to changing world
able
To what extent can we say that religions
2.
beneficent or destructive
promoted
Are some religions intrinsically more
3.
friendly than others?
environmentally
How do the doctrines and traditions of
4.
religions affect whether they can
different
Do some religions have inherent advantages
5.
disadvantages in guiding communities
or
Do unprecedented environmental
6.
call for:
challenges
the production of new religious
(a)
knowledge
the reinterpretation of existing
(b)
knowledge
religious
(c) something else?
III. Methods and tools
III. Methods and tools
“May we live long and die out”
The Voluntary Human Extinction Movement aims to
phase out the human race by voluntarily ceasing to
reproduce, to allow Earth’s biosphere to return to good
health. To what extent is this movement religious?
Follow the link to nd out more.
Search terms: VHEMT org
For reflection
Tackling challenges
realities?
relationships with nature?
help or adapt to the climate emergency?
towards sustainable ways of living?
ethical use of land and natural resources.
Making connections
Conservation as colonialism
Section III.3 reveals how the Abrahamic world
religions have been held up to scrutiny for allegedly
underpinning extractive and/or anthropocentric
framings of humankind’s relationship with the
environment. In Chapter 5 we engage with the idea
that Indigenous knowledge in general, and traditional
ecological knowledge (TEK) in particular, have been
increasingly embraced by the conservation community.
159
III. Methods and tools
disasters are frequently called acts
Natural
God, even by insurance companies. The
of
consequences of earthquakes
devastating
volcanic eruptions posed a challenge to
and
long before science could explain
theologians
How did religious explanations account
them.
these events, and how did natural disasters
for
religious knowledge?
shape
Zelinga de Boer, professor of earth science
Jelle
co-author of Earthquakes in Human History,
and
that ancient Palestine and indeed the
notes
region now known as the Holy Land is
whole
“tectonically unstable region”, with evidence
a
frequent and substantial earthquakes
of
history (de Boer quoted in
throughout
2005).
Tippet,
lead to a frequent religious question:
Disasters
was God when nature destroyed human
where
This question is answered in different
lives?
across the range of religious and spiritual
ways
interpretations of natural disasters
Some
explain them as a form of punishment
frequently
human misconduct. These interpretations
for
evolved over time. Earlier explanations
have
not invoke an omnipotent God’s justice,
did
instead the lashing out of animal spirits
but
De Boer describes how one
underground.
tradition interprets natural disasters not
Japanese
punishments but as naturalistic phenomena
as
by, for example, a giant catfish in the
caused
set of very powerful earthquakes hit
A
USA between December 1811 and
Missouri,
1812. Following the earthquakes
January
a huge increase in participation at local
was
Some estimates suggest that 15,000
churches.
members joined the Methodist Church at
new
time. The earthquakes continued, getting
that
and weaker, for two more years.
weaker
going, so much so that the preachers
stopped
them earthquake Christians.
called
1 November (All Saints Day) 1755 a
On
earthquake struck Lisbon, Portugal,
powerful
as church services were overflowing.
just
the churches and other structures
As
30,000 people died within six
collapsed,
Fires and a tsunami caused the
minutes.
death toll to exceed 100,000 in the
total
following. John Wesley saw it as an
days
severe punishment on a sinful
especially
but that was not a belief widely
population,
by the people of Lisbon and Portugal.
shared
philosophers such as Kant
Enlightenment
Voltaire questioned what kind of God
and
permitsuch devastation and strike
would
devout families. The Lisbon
especiallythe
were mocked for attempting to recover
clergy
and other icons even as the burning
crucifixes
collapsed. The quake challenged
churches
belief in a benevolent God,
Europeans’
the power of the Catholic
weakened
in Portugal and, according to De Boer,
Church
have sent lasting reverberations through
may
as a world power (Portugal had a
Europe
empire) was destroyed overnight.
significant
1756 poem on the disaster of
Voltaire’s
ridiculed the idea of a just God and
Lisbon
the idea that “whatever is,
interrogated
There are still many people who share
isright”.
6
Case study
Natural disasters and explanations in
religious knowledge
Woe to the men on earth who dwell, nor dread th’
Almighty’s frown; when God doth all his wrath reveal,
and shower his judgments down. Lo! from their
seats the mountains leap, the mountains are not
found, transported far into the deep and in the ocean
drowned. Who then shall live and face the throne,
and face the judge severe? When heaven and earth
are ed and gone, O where shall I appear? Firm in the
all-destroying shock may view the nal scene; for lo!
the everlasting Rock is cleft to take us in.
(Christian hymn,
62nd song of John Wesley’s Collected Hymns)
traditions.
Sugami Bay that moves and causes earthquakes.
Voltaire’s philosophy today.
Eventually many of the new church members
160
may be obvious to many of our readers
It
religious knowledge has sometimes
that
enhanced, and at other times utterly
greatly
the wellbeing of peoples, nations
devastated,
cultures throughout history. Religion is
and
brought up in casual as well as formal
frequently
as necessarily entangled with
conversations
of conflict, conquest, subjugation and
forces
Whether God exists or whether
imperialism.
is a force for good or evil are interesting
religion
but not quite within the scope of
questions
Rather, we ask questions such as “How
TOK.
are we that God exists?” and “How can
sure
untangle causation from correlation when
we
at the consequences and implications of
looking
religiousknowledge?”
WRETCHED man, earth-fated to be cursed;
OH
of plagues, and miseries the worst!
Abyss
on horrors, griefs on griefs must show,
Horrors
man’s the victim of unceasing woe,
That
lamentations which inspire my strain,
And
that philosophy is false and vain.
Prove
in crowds, and meditate awhile
Approach
shattered walls, and view each ruinedpile,
Yon
and children heaped up mountain high,
Women
crushed which under ponderous marble lie;
Limbs
unnumbered in the pangs of death,
Wretches
mangled, torn, and panting for their breath,
Who
beneath their sinking roofs expire,
Buried
end their wretched lives in torments dire.
And
when you hear their piteous, half-formed cries,
Say,
from their ashes see the smoke arise,
Or
will you then eternal laws maintain,
Say,
God to cruelties like these constrain?
Which
you these facts replete with horror view,
Whilst
you maintain death to their crimes was due?
Will
IV. Ethics
III. Methods and tools
IV. Ethics
(Voltaire 1755)
I V. E T H I C S
Our situation at the beginning of the 21st century
is like that of Europe at the beginning of the 17th
century. Then, as now, the landscape was littered
with the debris of religious conict. It is fair to say
that religion did not distinguish itself at that time.
The secularization of Europe grew directly out of the
failure of religion to meet the challenge of change. As
one who deeply believes in the humanizing power of
faith and the stark urgency of coexistence at a time
when weapons of mass destruction are accessible to
extremist groups, I do not think we can aord to fail
again. Time and time again in recent years we have
been reminded that religion is not what the European
Enlightenment thought it would become: mute,
marginal, and mild. It is re, and like re, it warms but
it also burns. And we are the guardians of the ame.
(Rabbi Sacks 2003)
161
IV. Ethics
we have an ethical responsibility to gain
Do
of different religions to help us
knowledge
the world and those around us?
understand
question seems straightforward but in
This
involves a few assumptions that have
fact
relating to the ethics of knowledge
implications
idea that the modern state, through a secular
The
to the study of different religions,
approach
promote tolerance and intercultural
can
is fairly widespread among
understanding
and educators, especially in the West.
politicians
where does this idea come from? Why is
But
tolerance assumed to be the result of
religious
education about religious differences rather
an
an education in religious belief? And finally,
than
what extent is this kind of education about
to
the intellectual roots of this idea,
Tracing
Eaghll (writing in Stoddard, Martin
Tenzan
suggests that this is in fact a close
2017)
on Christian ecumenism—the effort of
variation
Christian churches to promote mutual
different
and develop good relations.
understanding
out of an urgent need to calm tensions
Arising
Christian denominations in the
between
of the Reformation, it is understandable
midst
it was an attractive idea, that exploring
why
commonalities among religions can help
the
differences—be they cultural or
overcome
But to what extent is this applicable
political.
a global level today? Given its origins in a
on
context, Eaghll argues, this approach to
specific
education should not be uncritically
religious
globally, at least not as a politically
exported
option.
neutral
alternatives are there? Rather than learning
What
the different dimensions of religious
about
and belief through descriptions of
practice
rituals and teachings of Sikhs, Jains, Jews
the
Buddhists, we would … do what? Eaghll,
or
example, suggests a critical approach to
for
how religion functions ideologically
examining
society. Rather than assuming that exposure
in
descriptions about religious diversity will
to
to tolerance and empathy, he suggests we
lead
analyse how religion is conceptualized
should
categorized, how it is used and misused, and
and
revisiting the question at the beginning of this
So,
perhaps we should be asking instead:
section,
kind of knowledge about religion do we
what
an ethical responsibility to pursue? And
have
kind of approach to learning about religion
what
in service of a global ethic of justice? In relation
is
these questions, consider how the ways you
to
learned about different religions—including
have
chapter—have influenced your attitudes
this
andbeliefs.
6
IV.1 Religious education for tolerance
and mutual understanding
and religion.
religion value-neutral?
how power and politics affect all of this.
162
or without religion, good people can behave well
With
bad people can do evil; but for good people to do
and
religion necessary for morality? To claim
Is
would be to suggest that humans lack
so
moral compass, that in the absence of
a
authority about right and wrong, and
divine
fear of judgment and punishment, we
without
behave in immoral ways. To claim the
would
that humans do have
oppositewouldmean
like a moral compass, independent of
something
teaching and belief, and we would need
religious
explain where that capacity comesfrom.
to
critics of religion—especially those who
Some
as anti-theists—echo the sentiments
identify
by Weinberg above. They cite
expressed
where religion has been used to justify
examples
acts of terrorism, and racial and sexual
slavery,
to show that it is not uncommon for
oppression,
to behave immorally while claiming to
people
God on their side.
have
approach to answering the question of
One
morality requires religion is to consider
whether
societies have become more or less
whether
as religiosity has declined. A common
moral
is that in contemporary societies
observation
religion has retreated, morality has
where
because social institutions and humanist
not,
have filled that space. Indeed, many
traditions
ideas have flourished despite fewer
moral
believing inGod. But this argument fails
people
distinguish causation from correlation; it may
to
be that a rising tide of economic wellbeing
well
the absence of religion, or the guidance
In
God, what systems might we have for
of
human behaviour? A few alternatives
guiding
One example is consequentialism,
apply.
asserts that it is the consequences of
which
conduct that form the basis for moral
one’s
causes a decline in religion and a
simultaneously
in a civic and humanist ethos, with no causal
rise
if belief in God is diminishing,
Even
can offer a moral imagination that
religion
supernatural but nonetheless relevant to
is
This is the idea of being religious
humanity.
to believe but to wonder. Religious fables,
not
and morals speak to how humankind
stories
and navigates the world, teaching
imagines
about us—covering such varied topics as
us
war, leadership, family, economics, lawmaking
food,
andpolitics.
ancestors acknowledged doubt while
“Our
faith. We moderns are drawn to
practicing
(a) To what extent are doubt and faith
1.
exclusive positions in
mutually
this mutual exclusivity apply in
Does
case of other AOKs?
the
What types of knowledge, across TOK,
2.
assumptions and acts of faith to
require
Is there a type of knowledge that is
3.
when questioned, and should
destroyed
protected against questioning? If so,
be
should be allowed to decide what
who
knowledge is, and what are the
that
for governance, human
implications
The emphasis on consequences
judgments.
that laws, guidelines and rules are
means
that is, they can be violated if the
secondary;
justify it. This is in contrast to
consequences
ethics which put rules, behaviour
deontological
duty as central. The moral philosopher
and
IV. Ethics
IV. Ethics
IV.2 Morality and religion
mechanism between the two.
evil—that takes religion.
(Weinberg 1999)
For discussion
What is the role of doubt in religious
knowledge and morality?
faith while practicing doubt.” (Gopnik 2015)
religious knowledge?
(b)
be valid?
rights and politics?
Box 6.2: Secular alternatives to religious ethics
163
IV. Ethics
Singer described consequentialism as
Peter
“start not with moral rules, but with goals,
to
assess actions by the extent to which they
[and]
those goals” (Singer 2010).
further
second path towards morality is freethought,
A
philosophy that asserts that science,
a
and reason are the basis for truth and
logic
as opposed to authority, tradition
opinion,
dogma. Freethinkers form their own ideas
or
opinions, unrestrained by deference to
and
social convention and tradition.
authority,
are thus frequently at odds with religious
They
Depending on where they live, this
authorities.
invite violent consequences.
can
third alternative held up to religious
A
is secular humanism, which asserts
ethics
human beings can be ethical and moral
that
religion or God, that humans are not
without
good or evil, nor superior to nature.
inherently
emphasizes human responsibility and the
It
theology emphasizes that social
Liberation
generally, and the liberation of the poor
justice
are important steps towards religious
specifically,
and that justice on Earth (and not just in
goals,
is a key part of this. It developed largely
Heaven)
the context of left-leaning Latin American
in
politics, but has had impacts globally,
Christian
South Africa to Palestine, India and the US
from
theology today closely intersects with
Liberation
politics of anti-colonialism, socialism and
the
and takes on localized anti-oppression
feminism,
in the different contexts where it
agendas
It grew in response to the subjugation
manifests.
forced “civilization” by missionaries of
and
peoples. It is therefore distinct and
colonized
to religious doctrines that value the
contrary
of religious knowledge, in that it
mass-spreading
the agency of the poor and marginalized
centres
For this reason it has been described as
identities.
Marxist approach to Christianity.
a
theology is notable from other
Liberation
justice paradigms in that its theologians
social
consideration of the consequences of
ethical
decisions, primarily through science
human
philosophy. Individuals must scrutinize
and
or religious ideologies, rather than
political
them based on faith, authority or
accept
tradition.
moral values discourse extends beyond,
The
example, gay marriage and abortion to
for
issue of who, or what, is the fundamental
the
of what is right and wrong. As
authority
is increasingly removed from schools,
religion
social news feeds and media complicate
and
relationship with evidence, are we
people’s
risk of being left with moral relativism?
at
polarization in some contexts has
Political
to hyper-religious and hyper-atheist
led
that is hard to make sense of. And
posturing
2020, if someone disagrees with you, they
in
increasingly seen as not just wrong, but
are
too.
immoral
frequently argued that suffering is the
have
as well as the result of oppression. Those
cause
or communities that exhibit violence,
individuals
or intolerance are said themselves to
aggression
suffering, because only suffering can explain
be
departure of humankind from its naturally
the
language has been used to justify
Religious
actions, such as war, in the name of
violent
and justice, good fighting evil.
righteousness
can obscure the complex causes of a conflict,
This
but not limited to access to resources
including
markets, matters of identity and failures
and
diplomacy. “Holy war” classifications of
of
conflict are particularly problematic
armed
sentiments of divine authority and
because
serve to reduce fighters’ restraint
righteousness
dehumanizing the enemy. This has led to gross
by
of human rights. Holy wars do not
violations
human limits, including the possibility
recognize
human leaders might be in error. Dissenters
that
attacked, and those asking for nuance are
are
as having sympathy for the enemy.
dismissed
6
IV.3 Liberation theology
compassionate state.
Civil Rights movement.
IV.4 Religion and violence
164
concept of “just war” traces back to a
The
idea of ethical war formulated by
1600-year-old
Augustine. This idea reconciled his Christian
St
ideals with what seemed to be necessary
ethical
Augustine’s five basic criteria of just
violence.
are as follows.
war
1. Do we have just cause?
2. Do we have the proper authority to carry
3. Is violence our last resort?
4. Does it have a reasonable chance of success?
Can we conduct war with proportionality, so
5.
the means justify the ends?
that
5, the principle of proportionality, requires
Point
civilian lives on both sides are protected, and
that
proved problematic for political and military
has
How many lost civilian lives are too
leaders.
It is an echo of the cost-benefit analysis
many?
we encounter in Chapters 7 and 8.
problem
idea of justice is often talked about in terms
The
seem opposed to the idea of peace. Justice
that
punishment, reparations and difficult
invokes
whereas peace invokes harmony,
changes,
and compassion. Instead of just war, John
balance
Lederach argues that we should understand
Paul
terms: onbeing Elshtain
Search
Orange Justice and
Lederach
Vietnam War started out withthe
The
of US ethicists and theologians,
endorsement
by 1971 even the US Catholic bishops had
but
their resolve. They declared that the means
lost
fighting the war could no longer justify its
of
Religious morality had run up against
goal.
Orange, a US Marine Corps veteran and
Michael
offers the perspective of a soldier in the
author,
War who came to believe that what he
Vietnam
doing was morally wrong. But he has also
was
“[t]hank God it was a morally ambiguous
said
Morally unambiguous wars “should scare
war”.
the idea of “just war” with Ahimsa,
Compare
translated as compassion or non-
variously
a key virtue in Buddhism, Jainism and
violence,
As a concept, Ahimsa recognizes the
Hinduism.
energy of all living beings and asserts
spiritual
to hurt another is to hurt oneself. Mahatma
that
famously channelled this belief into a
Gandhi
strategy in the Indian independence
political
against the British. It also influenced
movement
thinking and strategies of Martin Luther King
the
James Bevel in the American Civil Rights
and
How sits with the need for
movement.
self-defence is a tension explored in the
violent
Hindu texts
and Ramayana.
classical
IV. Ethics
IV. Ethics
and articulate the notion of a just peace.
IV.4.1 Moral ambiguity in war
just war
consequentialism, and lost.
all of us” (Orange quoted in Tippet 2001).
itout?
IV.4.2 Buddhist monks and military coups
Concepts such as truth, justice, and compassion cannot
be dismissed as trite when these are often the only
bulwarks which stand against ruthless power.
(Aung San Suu Kyi 1995)
165
IV. Ethics
1962, generals seized power in Myanmar
In
known as Burma) in a coup d’état that
(formerly
the beginning of decades of totalitarian
marked
rule. Initially, this regime sought to
military
a secular socialist state, but it could
establish
ignore the deeply entrenched cultural and
not
traditions centred around Buddhism,
religious
have been central to Burmese government
which
generals have had a tense and challenging
The
with the Buddhist monastic order,
relationship
as the sangha. They have donated money
known
monasteries and sought the endorsement
to
religious leaders, but they have also been
of
of periodically killing, imprisoning or
accused
monks and destroying monasteries.
torturing
monks have marched in defiance and
The
offerings, as they did in the September
refused
Saffron Revolution.
2007
that you have reached the end of this
Now
on religion and morality, consider the
section
(a) How would you describe the
1.
between religion and
relationship
is morality known in religion, and
How
whom? by
appears to be a simple
Patta-nikkujjana-kamma
with nothing obviously intimidating about it—it
act
monks simply overturning their bowls—
involves
to those who understand the implications it is
but
act of moral condemnation, of peaceful protest
an
ordinarily detached monks moved to seek
from
One of the tenets of Theravada Buddhism is
justice.
monks must live in relation with the rest of the
that
through alms, or donations of food and other
society
necessities.
is therefore a public
Patta-nikkujjana-kamma
that takes place in front of the oender,
protest
the message that “even if we were
communicating
starve, we would not accept your oerings”. The
to
grievances must be addressed before life can
moral
continue.
To what extent are the different religions
2.
or different in this regard?
similar
Have you ever noticed religion condone
3.
and/or unethical beliefs and
immoral
6
Non-violent moral protest: Pattanikkujjana-kamma
and culture for centuries.
For discussion and reflection
following questions.
actions? If so:
morality?
(a)
how did this dissonance occur
(b)
why was it condoned?
(b)
166
7 Natural
is grandeur in this view of life …,” writes Charles Darwin in the concluding sentence of
“There
the Origin of Species, and this chapter tunes into that sense of wonder of the natural world
On
seen through science, the collaborative enterprise by which we become knowledgeable about
as
planet, the universe and ourselves. In this chapter we will develop tools to critically examine
our
extent to which science has special reporting rights on nature. This chapter also explores and
the
science’s more mundane dimensions: the humble and persistent effort going into messy
recognizes
demanding scientific work. Finally, we aim to develop the sensitivity and capacity that informed
and
need to navigate an increasingly scientific policy landscape.
citizens’
is science, and what is not? Looking at
What
origin of the word—its etymology—does
the
as biology, chemistry, physics and the
it
subjects in group 4 of the IB Diploma
other
Science refers to a body of
Programme.
as well as a method for acquiring
knowledge
knowledge. The term’s origins in the
that
Western intellectual tradition, and its
modern
with knowledge to the exclusion of
conflation
knowledges, has sometimes been a source
other
trouble. Humans have long been asking
of
about the natural world and those
questions
practices started long before
knowledge-making
modernity. This chapter explores the
European
sciences
I . S C O P E
help us very much, as the Latin scientia
not
simply, knowledge. You might know
means,
167
recent human activity called science,
relatively
specific context of its origin, its global
the
its current challenges and the knowledge
reach,
it brings.
that
the natural sciences were described using the
If
of a map, we would see that it does not
metaphor
a fixed territory. Even a term such as “nature”
have
a domain of contestable boundaries. Sir Isaac
is
law of universal gravitation expanded
Newton’s
domain of nature by unifying the terrestrial
the
celestial realms, showing that the same forces
and
on apples on the ground and on the moon
act
the cosmos. More recently, astrobiology has
in
looking for life using eyes in the skies and
been
arms that probe worlds across our solar
robotic
Closer to home, the debate over the scope
system.
science touches on the problem of drawing a
of
between nature and culture—a debate
boundary
way to approximate the boundaries of
Another
science is to consider not what it applies
natural
is practically impossible to prove that a
It
statement is true because to do
universal
would require observing every possible
so
across space and time. It is
example
easy to show that a theory is
comparatively
true. Consider the statement “All swans
not
white”, which would require us to see all
are
in all possible spaces before we accept it
swans
obvious problem with this is that one
The
swan could be hiding somewhere.
black
if we observe millions of white swans,
Even
and perseveringly, the best we
meticulously
say is that the hypothesis is provisionally
can
In contrast, we can more easily prove
accepted.
“Not all swans are white”, by finding one
that
swan. Therefore scientists, according to
black
widely influential work, should focus
Popper’s
contradicting these universal laws, not on
on
but how science is and ought to be done. For
to,
one aim is to distinguish science from
example,
which is what Karl Popper called
pseudo-science,
demarcation problem (demarcation means to
the
a line between things). Popper proposed an
draw
to this problem, arguing that something
answer
scientific if it could be falsified; that is,
was
and proven false. This idea was called
tested
and has had a lasting effect on
falsificationism,
we think about certainty and the nature of
how
tells us that scientific facts and
Falsificationism
can only ever be proven false, not true,
theories
any claim to the contrary is more likely to
and
telemarketing than serious science. Scientific
be
after Popper is tentative, falsifiable
knowledge
replicable. Or is it? Later in this chapter we
and
the extent to which Popper’s definition is
explore
good or even viable way to define science.
a
even the theory “All swans are
However,
which we know to be untrue, is still
white”,
through empirical observation. This
testable
it an example of Popperian science,
makes
pseudo-science. A theory that “All swans
not
secretly communicating with each other
are
overthrowing humankind”, in contrast,
about
not falsifiable—the existence of this secret
is
cannot be proven false. Could
communication
in technology change this in
advancements
future? Advancements in technology and
the
do play a role in separating what is
methods
labelled the set of non-falsifiable claims
Popper
A surprisingly large set of
pseudo-science.
scholarship at the time of his writing,
accepted
as psychology and astronomy, fell under
such
category. Chapter8 explores where that
this
the human sciences. Later, this chapter
leaves
to what extent science actually
questions
through falsification.
progresses
7I. Scope
scientific knowledge.
relevant to the human sciences as well.
Box 7.1: More on falsificationism
as true.
science from what is not.
verifying them.
168
there are significant problems with
While
as a demarcation criterion, it
falsification
as important as ever to be able to tell the
remains
between science and pseudo-science.
difference
can do this activity working on your own,
You
a partner or in a small group. See if you
with
map out science, drawing its boundary
can
other domains of knowledge, such
with
culture, religion and politics. If you are
as
with others, each of you should make
working
own map. Then consider the following
your
questions.
Where does science overlap with the other
1.
domains?
2. What happens in the overlapping zones?
Where is the boundary particularly clear,
3.
dotted or blurry? Describe what
wiggly,
means and why you have drawn or
it
it this way.
imagined
you are doing this exercise with a partner
If
in a group, compare your maps and share
or
you identify as significant similarities and
what
between them.
differences
that you drew a map in the exercise
Supposing
where science is distinct from other ways
above
understanding the world. Consider: how is
of
knowledge different from other types
scientific
knowledge? Brainstorm a few claims you
of
make as answers to this question. Keep
can
mind that your claim should be something
in
can be disputed and argued with. An
that
would be, “Scientific knowledge is
example
reliable as compared with other types of
more
such as knowledge from personal
knowledge,
experience”.
else could we distinguish the methodology,
How
and body of knowledge of science? Why
history
science’s account of reality so often given
is
authority than other accounts?
greater
In your understanding, what makes
4.
knowledge different from other
scientific
How would you describe the relationship
5.
science and the unknown?
between
our map of science may look like,
Whatever
are always scientists working at the edge
there
that map, pushing the frontier. The 2018
of
“The Most Unknown” introduces
documentary
to nine frontier scientists from different
us
fields.
terms: Cheney The
Search
Unknown
Most
Is there something that makes all of the
6.
activities and inquiries in the
different
What did you notice about the ability of
7.
to talk about and understand each
scientists
How would you describe the scientists’
8.
towards knowing and not
attitudes
one of those claims, construct an
Choosing
in favour of your claim. For the
argument
above, a supporting argument
claim
say that the reliability of scientific
might
is due to the methods used to
knowledge
it. produce
your claim and argument with a partner.
Share
consider how you might improve
Together,
claims and arguments, and what are the
your
of a good argument.
characteristics
I. Scope
I. Scope
For discussion and reflection
How would you map out the scope of
types of knowledge?
the natural sciences?
documentary “science”?
other’s work?
knowing?
Next, consider the following questions.
Practising skills: Constructing arguments
169
II. Perspectives
section explores the rich and varied role
This
perspective in the natural sciences. There are
of
perspectives about how science changes
different
time, and how it came to be what it is today.
over
how scientists manage disagreements, and
•
they tend to disagree about
what
how experts and non-experts engage in
•
controversies about science
public
critiques coming from perspectives on
•
that have a history of being excluded
science
knowledge has been instrumental
Scientific
enabling humanity, for better or worse,
in
dominate the planet. It has been said that
to
is power. But what kind of power
knowledge
it? To look more closely at this, we turn
is
the views of Francis Bacon, who is often
to
credited as having first said the words
wrongly
is power”. Although he did not
“knowledge
that word for word, it is likely he agreed
say
it. with
Bacon was an influential statesman and
Francis
in the 17th century who championed
scholar
use of experimentation as a way to gain
the
about the world. Specifically, he
knowledge
that scientific knowledge should
emphasized
gained through empirical observation of
be
in a systematic method that involved
nature,
scientists “exploring nature for
sceptical
truths”. Bacon was fond of metaphors
hidden
often described the natural world in
and
terms, portraying masculine
gendered
bravely venturing out and extracting
scientists
truths “locked in nature’s bosom”. These
the
have come under criticism from
writings
observers in recent years (see II.7 on
some
critiques of science). He also argued
feminist
called “armchair theorizing”—that had
be
widespread in Western scholarship since
been
time. His ideas are widely accepted
Aristotle’s
having contributed to the development
as
the scientific methodologies, and to the
of
of methodical systems of
development
7.1 Titl pag for Novum Organum Sintiarum, 1645, by
Figure
Baon (1561–1626)
Franis
metaphors indicated on the title page of his
The
Novum Organum Scientiarum are significant
work
7
I I . P E R S P E C T I V E S
Zooming in, this section looks at:
categorizing knowledge.
from the scientific practice and discourse.
II.1 Is knowledge power?
against the use of conjecture—what might
and revealing (Figure 7.1). The page shows the
170
of Hercules on each side of the Strait of
pillars
in the Mediterranean Sea. The pillars
Gibraltar
said to have been inscribed with the phrase
are
plus ultra, which translates from the Latin
ne
“go no further/nothing lies beyond”. The
to
one leaving and one returning, indicate
galleons,
act of venturing beyond the known limits of
the
of the ancient world. At the bottom,
knowledge
inscription of Biblical origin in Latin says
an
pertransibunt et augebitur scientia: “many
multi
go to and fro, and knowledge shall be
shall
increased”.
to the question of the power of
Returning
knowledge, Bacon would have
scientific
imagined humanity’s dominion over
probably
rather than our domination of it.
nature,
I would address one general admonition to all: that
…
consider what are the true ends of knowledge,
they
that they seek it not either for pleasure of the
and
or for contention, or for superiority to others, or
mind,
prot, or fame, or power, or any of these inferior
for
but for the benet and use of life; and that they
things:
does science change over time? The different
How
to this question reveal valuable insights
answers
practising scientists as well as those learning
for
make judgments about scientific claims. Our
to
of how modern science is done
understanding
challenged just a few decades ago, when
was
Kuhn wrote The Structure of Scientific
Thomas
in 1962, arguing that science proceeds
Revolutions,
periods of normalcy interrupted by
through
rather than in a linear way. Kuhn
revolutions,
the term “paradigm shift” to describe these
used
that produced new ways of thinking
revolutions
doing within scientific disciplines. He also
and
that science is not as objective as was
argued
is) commonly accepted, because scientific
(and
are in fact defined by what a community
truths
scientists agree to be true. This was vastly
of
from the prevailing view of science at the
different
often called the “Whig history” of science,
time,
a heroic march towards fundamental truths,
as
saw the success of science as self-evident
that
andinevitable.
history was a positivist philosophy of science
Whig
marching forward heroically, adding new truths to
as
existing and ever-growing stock of truths. Progress
an
seen as guaranteed by the scientic method and
was
did Kuhn dismiss scientific objectivity?
Why
understand this, we must understand how
To
described scientific change. He saw
Kuhn
as people who accepted a paradigm
scientists
accounted for accepted truths, concepts
that
investigative practices (that is, they had
and
enculturated into a scientific paradigm by a
been
community). A new idea or discovery
scientific
judged by how similar it was to the existing
was
and discoveries, and judgments
theories
similarity are fundamentally subjective,
about
to Kuhn.
according
might sound strange, especially because
This
clashes with the widespread belief that
it
is about objectively proving theories
science
(falsification). Remember, Popper
wrong
that a single reproducible anomaly (a
argued
inconsistent with a theory) is enough to
result
the theory. Kuhn is famous because he
reject
that science does not work that way,
showed
anomalies are more often “ignored or
because
away”. The case study below gives
explained
examples of this. Why do scientists
several
onto theories when results contradict
hold
Kuhn showed that it was only when
them?
really started to pile up and could
anomalies
longer be ignored, especially if a new theory
no
explain them, that a scientific theory
could
II. Perspectives
II. Perspectives
Whig history
human ability.
perfect and govern it in charity.
(Bacon quoted in Sargent 1999)
II.2 Change over time: Two historical
perspectives on science
171
II. Perspectives
said to be in crisis. A new paradigm was
was
accepted or looked for—the scientific
then
part. How exactly this happened
revolution
from case to case, and could be
differed
by non-scientific factors such
influenced
money, fame, personalities and national
as
does Hacking’s view in the quote above
How
with Popper’s view of science?
compare
influential was Kuhn? Debates about this
How
for years after his book was published,
raged
his views have been influential. Before
but
presented his theory, we had ideals
Kuhn
what science aspires to do. From Kuhn,
about
have a perspective about what scientists
we
do. To understand and evaluate his
actually
we can examine case studies of paradigm
view
and analyse the hows and whys of
shifts,
theiroccurrence.
from the Western scientific tradition of
Examples
last few centuries include:
the
the Copernican revolution in 1542, which
•
that the Earth is not the centre of the
showed
Newton’s model of mechanics replacing
•
theories in 1687
Aristotle’s
the chemical revolution in 1783, in which
•
theories replaced the phlogiston
Lavoisier’s
Charles Darwin’s theory of natural selection
•
1859 in
quantum mechanics replacing classical
•
in 1905
mechanics
the theory of electromagnetic radiation
•
1905 in
Einstein’s general relativity replacing
•
gravity in 1919.
Newton’s
on this list, natural science appears to have
Based
calm for over a century. Does that mean
been
are overdue for a revolution in the natural
we
Or could it be that the natural sciences
sciences?
become exceptionally good at dispelling
have
Or that revolutions are shorter, faster
anomalies?
some estimates, The Structure of Scientific
By
has sold around 1.5 million copies
Revolutions
attracting a readership well outside
worldwide,
history and philosophy of science. A work
the
such reputation is expected to attract some
of
One critical perspective, for example,
criticism.
that Kuhn’s theory was based on
asserts
and conceptual shifts in physics,
theoretical
should not be generalized to other
which
Another argues that revolutions in
disciplines.
are more common and less dramatic
science
Kuhn describes. Notable revolutions in
than
have had comparably minor elements
science
crisis or revisionism, such as the discovery of
of
structure of DNA. Yet, few would go back
the
defending the Whig view of science. As we
to
into the 21st century, with eScience,
continue
methodologies and blockchain
data-driven
we will need new theories of
workflows,
change beyond falsificationism and
scientific
shifts, that account for contemporary
paradigm
and insights.
challenges
7
theory
interest.
Normal science
• the germ theory of disease in 1880
Paradigm shift
Revolution
Kuhn cycle
Drift
Crisis
Figure 7.2
Th Kuhn yl
or less disruptive?
Normal science does not aim at novelty but at
clearing up the status quo. It tends to discover what it
expects to discover.
(Hacking 2012)
universe, but instead revolves around the sun
172
science, when new knowledge replaces old
“In
we can be confident that it is an
knowledge,
assumptions can you identify here about
What
science works and changes over time?
how
what Popper and Kuhn might say in
Consider
to this claim, and why.
response
the discovery of Uranus in 1781,
Following
quickly found that it did not
astronomers
also different meanings of
Consider
Is new knowledge an
“improvement”.
because it is more true,
improvement
because it is better able to explain
or
What is the difference between
phenomena?
two arguments?
these
the sun according to Newton’s laws of
orbit
This strange result was replicated
gravity.
times. Had the terms of falsification
numerous
applied strictly, Newton’s theory would
been
been compromised. But the astronomers
have
onto it. Could we say they had “faith”
held
II. Perspectives
II. Perspectives
Figure 7.3 An illustration of th Ptolmai gontri systm by Portugus osmographr and artographr Bartolomu Vlho, 1568
Practising skills: Evaluating claims and arguments
improvement.”
Case study
What do Neptune, neutrinos and the
planet Vulcan have in common?
“Bad science”
173
II. Perspectives
Newton’s theory? Perhaps that would be
in
too far. But they were certainly not
going
what Popper says they should have
doing
doing.
been
astronomers postualted the existence
Instead,
a hidden planet that was pulling Uranus.
of
appeared to explain Uranus’s strange
This
and, if true, would also redeem
orbit
theory. But it was all rather
Newton’s
In 1846, the astrophysicist Urbain
outlandish.
Verrier even made a prediction about
Le
this hidden planet would be. Such
where
jarred with Popper’s views
stubbornness
good science, and indeed, the French
of
of the time were unwilling to
observatories
Le Verrier in his search for the hidden
assist
so he asked friends in Germany for
planet,
One night they set their telescopes in
help.
direction Le Verrier had predicted and,
the
a half hour, spotted another planet,
within
where it was supposed to be. Le
exactly
stubbornness led to the discovery of
Verrier’s
new planet, Neptune, and upheld Newton’s
a
laws of gravity.
universal
was a roaring success for Le Verrier
This
Newtonian physics. However, it was
and
the end of the story. For many years,
not
had known that Mercury’s
astronomers
was also off the course predicted
orbit
Newtonian physics. And so Le Verrier
by
the same trick, predicting in 1859
tried
another hidden planet, this time close
that
the sun, was pulling Mercury off the
to
course. That planet was called
predicted
and was to Mercury what Neptune
Vulcan,
been to Uranus—except Vulcan was
had
discovered. For decades, astronomers
never
for the planet, carrying expensive
hunted
telescopes around the world to be
powerful
the right place at the right time (during a
at
eclipse). They stopped trying in 1877
solar
Le Verrier’s death, but the conundrum
after
was a fundamental mismatch between
there
Newton’s physics predicted and what
what
observed. Yet, Newton’s physics was
was
falsified, at least not until Einstein‘s
not
theory was “verified” in 1919.
alternative
relativity went on to make sense of
General
strange orbit, along with many
Mercury’s
anomalies, that eventually led to the
other
has a bad reputation for
Verificationism
good reasons—proving a scientific
some
to be true is problematic, and
theory
scientists are better off focusing on
so
However, attempts at
falsification.
can help resolve a scientific
verification
by legitimizing a new theory and
crisis
a paradigm shift. This was
precipitating
case, for example, in May 1919, when
the
predictions were verified by
Einstein’s
Eddington using measurements
Arthur
during a solar eclipse. Eddington
taken
pictures of stars that appeared to be
took
of place; their position was predicted
out
general relativity, which said that light
by
curve due to the sun’s gravitational
rays
The quality of Eddington’s
field.
was questioned but
measurements
event still ushered in a paradigm
the
The news was published all over
shift.
world. Though anomalies against
the
physics had accumulated for
Newtonian
the theory was never falsified—
years,
to Popper’s scientific method—
contrary
Eddington “verified” general
until
So, while verification does not
relativity.
a theory is proven true, it can help
mean
accept that a theory is good
scientists
7
paradigm shift away from Newton’s physics.
Box 7.2: Should we rule out
verification?
enough for now.
persisted for decades: if Vulcan did not exist,
174
question for us is: in not rejecting
The
physics earlier, despite the
Newton’s
anomalies, were these scientists
mounting
“bad science”?
practising
the first example, their unwillingness to
In
a theory resulted in success—Neptune
reject
discovered, and Newton was vindicated.
was
the second example, this approach failed.
In
examples could be considered “bad
Both
according to the falsification criteria
science”
out by Popper, and both are more aligned
set
Kuhn’s view of science than Popper’s.
with
falsification continues to shape how we
Yet,
about scientific practice. Imagine an
think
timeline in which Einstein’s general
alternative
never came along, and astronomers
relativity
astrophysicists continued to believe an
and
planet Vulcan was responsible for
unseen
unexplainable orbit. How long and
Mercury’s
many more anomalies would it take for
how
to give up on Newton’s physics? More
them
what Vulcans like this exist today,
interestingly,
us to cling onto flawed paradigms?
allowing
history of science suggests that this is very
The
1930 Wolfgang Pauli wrote to a friend:
In
done a terrible thing, I have
“Ihave
a particle that cannot be detected”
postulated
in Sutton 1992). He was referring
(quoted
the neutrino, a tiny subatomic particle. It
to
“terrible” because science was supposed
was
be concerned with falsification, and
to
predictions that could not be tested.
not
things that might be true but
Postulating
be tested was considered bad science.
cannot
we saw how that approach succeeded in
But
discovery of Neptune. Why was Pauli in
the
wasn’t really. He may have suspected that
He
would eventually allow equipment
technology
Pauli was inspired by Le Verrier,
Perhaps
discovery of Neptune temporarily
whose
challenge: a fundamental principle of
similar
the conservation of energy, was being
physics,
because of anomalies detected in
questioned
decay. Energy was being “lost”
radioactive
but if Pauli could account for it,
somewhere,
might save the theory. He wrote: “I have hit
he
a desperate remedy to save the energy
upon
(quoted in Brown 1978).
theorem”
remedy seemed a preposterous
That
of a new particle with almost
prediction
mass and no electric charge, called the
zero
The best equipment of the time,
neutrino.
detectors, had no way of detecting
particle
a chargeless particle. It was like
such
Neptune, but knowing that no
proposing
alive could find it. Strangely, the physics
one
embraced Pauli’s hypothesis. It
community
take almost three decades for scientists
would
detect the neutrino, using new methods and
to
including a nuclear reactor—
technologies,
it turned out that neutrinos are literally
but
Does the result justify the means?
everywhere.
suggested something invisible to save
Pauli
theory. Le Verrier did the same. Knowing
a
how much do you think falsification
this,
observability matter as guides to “good
and
At what point can a theory be
science”?
falsified? What would happen if we
deemed
to the idealized version of science—or
stuck
this bad science necessary for scientific
was
to “progress”? These are of course
knowledge
questions, but they might affect
rhetorical
we think about string theory, the main
how
of which are currently unfalsifiable and
ideas
but hold promise of providing
undetectable,
grand unified theory of physics. Some
a
have even argued that we should
scientists
the importance of falsification to
reduce
string theory from the usual standards
protect
of science.
required
Popper’s falsification criterion,
Before
had another ideal: observability. The
science
II. Perspectives
II. Perspectives
much something to look out for.
Pauli and the neutrino
such despair?
The question of observability: Atoms
and electrons
to detect the neutrino.
controversy about atoms in the latter half of
saved Newtonian physics. Pauli faced a
175
II. Perspectives
19th century reveals the extent to which
the
ideal was held. Some scientists were
this
by the explanatory power of atomic
persuaded
But no one had detected atoms, no
theory.
at the time could detect them,
equipment
they solved no new puzzle. Hundreds of
and
smaller than light waves, atoms were
times
by even the most powerful
unobservable
Mach was a brilliant and influential
Ernst
and philosopher, whose critique
physicist
Newton’s physics may have later helped
of
postulate general relativity. However,
Einstein
went so far as to say “I don’t believe that
he
exist”, and that good science should not
atoms
examples above serve to explain how
The
on falsification and “good
perspectives
have changed over time. Falsification
science”
be too strict to use as an everyday rule.
may
scientists test Einstein’s theory using
When
and photographic plates, they are
telescopes
testing the focal theory, plus
simultaneously
theory of optics that goes into designing
the
2014, 178 of the world’s greatest minds—
In
thinkers, public intellectuals—
scientists,
the question: “What scientific idea
considered
ready for retirement?”
is
terms: Edge What
Search
idea is ready for
scientific
you read a few of their responses, you see
If
and complementing perspectives.
contradicting
idea was so influential that it caused
This
Kaufmann, a German physicist, to
Walter
what could have been the discovery of
ignore
in 1897: the particles he suspected
electrons
too small to observe, so he stayed
were
Months later J.J. Thomson, an English
silent.
suspected the same thing, called
physicist,
electrons, and went on to receive the
them
turns out that Pauli, the man who posited the
It
(one of the tiniest known subatomic
neutrino
via a desperate and unobservable
particles)
untestable “remedy”, had a famous
and
called Mach, the very same Mach who
uncle
proclaimed, “I don’t believe that
infamously
exist”. And thus we see why Pauli
atoms
his prediction of the existence of
described
mathematical analyses of the data, plus a
the
of other things that we take for granted in
lot
background. If there is a mismatch between
the
and observation, it is not enough to rule
theory
the theory immediately. A failure in one
out
the many related theories and assumptions
of
be to blame instead. Reproducible
might
tested under a variety of conditions
anomalies
may be happy, sad or surprised to see
You
“The Self” or “The Universe”
“Calculus”,
considered for retirement. In pairs, small
being
or as a class discuss the following
groups
What reasons are offered for qualifying a
1.
idea for retirement?
scientific
If the reasons sound compelling to you,
2.
do you think some of the ideas persist?
why
What does it mean for a scientific idea to be
3.
actually happens to it?
retired—what
7
microscopes of the time.
Nobel Prize.
be concerned with finding them.
neutrinos as a “terrible thing”.
the telescopes, plus the assumptions behind
are needed for falsification.
For discussion
Scientific ideas ready for retirement
questions.
retirement?
176
the previous section showed, there is a
As
of science that emphasizes the
perspective
nature of knowledge and the consensus
communal
by scientists. It is important to look at how
built
consensus is built and how disagreements are
this
with. Studying or paying close attention to
dealt
scientific controversies end gives us a sense
how
the different dimensions of scientific consensus
of
of what we call science, including scientific
Much
is uncontroversial. Once established,
practice,
facts become self-evident and their
scientific
begin to fade from memory or interest.
histories
become “black boxes”—a term that
They
things that are hard to open or not
describes
disagreements are often settled by
Public
facts used as evidence. But what counts
scientific
evidence when the scientific facts themselves
as
the controversy?
cause
allow us to look into black
Controversies
before they are closed, and therefore to
boxes
what it takes to make a fact and
understand
confidence in evidence. Consensus is the
have
of controversies and often requires
closure
of causation.
evidence
II. Perspectives
II. Perspectives
II.3 Scientific consensus and
disagreement
and disagreement.
Black box
input
output
explained, their inner workings unknown.
177
II. Perspectives
What are some scientific black boxes that
1.
not yet closed?
are
Which attempts to challenge the scientific
2.
can you think of?
consensus
would doubt that HIV causes AIDS? The
Who
has been accepted scientific wisdom for
link
how did it come to be accepted
decades—but
fact, and is the case entirely closed?
as
is the process of closing a black
Fact-making
and bringing closure to controversies.
box
a fact is made, the human elements of
Once
process—the interpretation, guessing,
that
and debating—and the
persuading
that did and still exist, fade from
uncertainties
From then on, it is harder to question the
view.
would have to “reopen” a black box
fact—you
such effort resisting the closing of a black
One
was led by Peter Duesberg, professor at
box
University of California Berkeley. Duesberg
the
a renowned and pioneering scientist,
was
of the first to discover retroviruses and
one
which are potentially cancer-
oncogenes,
genes. His professional isolation
causing
precipitated by his views disputing that
was
causes AIDS. Since the 1980s, in spite of
HIV
accepted evidence, he has continued
widely
advocate that AIDS is not caused by HIV,
to
that HIV is an opportunistic but harmless
and
scientific ideas, even well-established
Many
such as evolution by natural selection,
theories
opponents. There are sometimes highly
have
debates that do not get much public
technical
The case study below explores what
attention.
when a scientific controversy attracts
happens
is sometimes portrayed as a heretic,
Duesberg
against the establishment at great personal
going
Popular culture is fond of the archetypal
cost.
that confronts the establishment,
hero-scientist
sacrificing their life in the process,
sometimes
change the world. Galileo, for example, is
to
famous name; and to the AIDS denialists
a
is Galileo. You might have a neutral
Duesberg
positive view of scientific disagreement and
or
as healthy debate. However, scientific
scandal
especially in the public eye,
disagreement,
have far-reaching negative consequences.
can
there are life and death consequences
Sometimes
how disagreement is perceived by the public
for
was not alone in casting doubt
Duesberg
the HIV hypothesis but has been more
on
than most in persevering against the
successful
consensus and in attracting attention,
scientific
scorn, in the process. Is he a Galileo or
and
person with an irrational obsession? The
a
7
For ref lection
Consensus and closure
public attention.
Case study
HIV/AIDS denialism and the blackboxing
of a scientific fact
he became the leading scientic torchbearer for
the so-called AIDS dissidents who dispute that
HIV causes the immunodeciency disorder. To
the dissidents, Duesberg is Galileo, oppressed for
proclaiming scientic truth against biomedical
dogma. A far larger number of AIDS activists,
physicians and researchers, however, think
Duesberg has become a crank who refuses to
accept abundant proof that he is wrong. To them,
he is at best a nuisance and at worst a source of
dangerous disinformation on public health.
(Scientic American 2007).
(Epstein 1996).
and acted upon inpolicy.
virus. Why?
Even mentioning the name Peter Duesberg
inames strong feelings, both pro and con. After
gaining fame in 1970 as the virologist who rst
identied a cancer-causing gene, in the 1980s
178
cannot be answered without also
question
the extent and implications of the
considering
denialism that took hold in South Africa
AIDS
the 1990s and 2000s, where the denialists’
in
are implicated in the deaths of hundreds
views
thousands of people, as described in Box7.3
of
Max Essex, an AIDS expert, quoted in
below.
(2008), stated that history will judge
Lenzer
either as “a nut who is just a tease
Duesberg
the scientific community” or an “enabler to
to
murder” for the deaths of thousands of
mass
victims.
AIDS
was not isolated to South Africa or
Denialism
persists, rightly or wrongly, throughout
AIDS—it
world. It masquerades as scientic scepticism
the
is fuelled by the issues, tensions and
and
of the time and place. How do we protect
agendas
pluralism and the right to dissent, while
scientic
minimizing the fallout of bad science? What
also
should denialists such as Duesberg be
platform
Often the scientic facts in question are
given?
one component—as we see in Chapter 1:
just
may not be enough to change beliefs. TOK
facts
us with tools to balance these tensions,
equips
pluralism and dissent on the one hand,
between
scientic autonomy and responsibility on the
and
to make judgments about the veracity of
other,
claims and their implications.
scientic
questions in the “Practising skills” box
The
follows this case study can be applied to
that
dissidents and leakers everywhere.
denialists,
an example, AIDS denialism is recent
As
to resonate with us emotionally and
enough
but also just old enough to show
intellectually,
communities of scientists wrestle with
how
questions. The University of California,
these
opened an investigation into
Berkeley,
misconduct related to Duesberg’s
academic
but abandoned it in 2010, citing a lack
claims
evidence and that his work is protected by
of
to hold a tenured professorship
continues
Yet, Bruce Charlton, editor of the journal
there.
Hypotheses, which published his 2009
Medical
(when other journals had refused), was
article
largely for refusing to adopt a peerreview
sacked,
structure in response to the controversy.
early as 1996, Science magazine, one of the
As
top academic journals, published an
world’s
investigation into the “Duesberg
eight-page
phenomenon”.
terms: Special News
Search
The Duesberg
Report
in 1996 Richard Horton, editor of the
Also
medical journal The Lancet, and one
respected
the most established Duesberg critics of the
of
was compelled to come to his defence.
time,
deserves to be heard, and the ideological
Duesberg
that he has undergone will remain
assassination
embarrassing testament to the reactionary
an
of modern science. Irrespective of one’s
tendencies
about the validity of some of Duesberg’s
views
one is forced to ask: At a time when
arguments,
ideas and new paths of investigation are
fresh
desperately being sought, how can the AIDS
so
spirit may have compelled Bruce Charlton
That
publish Duesberg’s paper in 2009 and for
to
American to state the following in
Scientific
Pariahs Have Good Ideas” (2007).
“When
[may be] shocked to see Duesberg as an
Readers
in this month’s issue. He is not here because
author
have misgivings about the HIV-AIDS link. Rather
we
has also developed a novel theory about
Duesberg
origins of cancer … That concept is still on
the
fringe of cancer research, but laboratories are
the
it seriously. Thus, as wrong as Duesberg
investigating
is about HIV, there is at least a chance that he
surely
(Scientic American 2007)
II. Perspectives
II. Perspectives
phenomenon
Making connections
Denialism
community aord not to fund Duesberg’s research?
(Horton 1996)
is signicantly right about cancer.
the principle of academic freedom. Duesberg
179
II. Perspectives
of Duesberg’s papers was published
One
the journal Medical Hypotheses in 2009,
in
a major scandal. Medical Hypotheses
sparking
founded in 1975 by David Horrobin
was
counter the conservative adherence to
to
ideas that Horrobin saw in peer-
accepted
journals. His criteria for publishing
reviewed
was simple: they had to be interesting
articles
important, and plausible but not
and
“true” because, as he saw it:
necessarily
history of science has repeatedly
“the
that when hypotheses are
shown
it is impossible to predict
proposed
will turn out to be revolutionary
which
which ridiculous. The only safe
and
is to let all see the light and
approach
let all be discussed, experimented
to
vindicated or destroyed. I hope
upon,
journal will provide a new battlefield
the
to all on which ideas can be
open
and put through the fire.”
tested
1975)
(Horrobin
Vilayanur Ramachandran,
Neuroscientist
in 2011 as one of Time magazine’s
listed
most influential people in the world,
100
on the editorial board of the journal,
and
said, “there are ideas that may seem
similarly
but which are very important
implausible
explained his position to Science
Duesberg
in December 1994. “‘The one thing
magazine
doing here is almost destroying my own
I’m
by questioning whether HIV is the
reputation
of AIDS.’ … He insists that if he read a
cause
scientific article that suggested to him
single
was wrong, he would alter his views. ‘I’m
he
for that article,’ he says. ‘I would love
looking
published” (quoted in Enserink 2010).
them
Hypotheses was thus seen by some as
Medical
the consequences of AIDS denialism in
As
Africa make clear, there are inherent
South
to this freedom, and drawing a line
risks
legitimate scientific dissent and
between
denialism can be very
pseudo-scientific
In 2009 a group of scientists
difficult.
that the journal be removed from
requested
MEDLINE database because it lacked
the
and had legitimized AIDS denialism.
rigour
Nattrass, Director of the AIDS and
Nicoli
Research Unit at the University of
Society
Town, stated that the journal “has long
Cape
a source of concern in the scientific
been
… because the articles are not
community
and “had a disturbing
peer-reviewed”
record of publishing pseudo-science”
track
2009). When the journal’s current
(Nattrass
Bruce Charlton was asked to adopt
editor
peer-review structure to mitigate these
a
he refused, stating this went against
risks,
journal’s founding purpose and history.
the
was dismissed soon after. A majority
He
the journal’s editorial board protested
of
decision to change the editorial policies
the
finally, in 2010, a new editor was
but
and a hybrid peer-review structure
appointed
Duesberg saga makes us ponder when
The
in science is productive, versus
disagreement
We should be concerned
counterproductive.
asking the right questions so that we can
with
these tensions, for example between
balance
and disagreement, between
consensus
and autonomy, in order to best serve
pluralism
public interest.
the
7
Box 7.3: AIDS denialism—the role and responsibilities of scientific journals
a bastion of academic freedom and pluralism.
if true. This is the only place you can get
implemented.
to see it’” (Cohen 1994).
180
the example of Duesberg’s research
Suppose
HIV is being used to explore the value
on
disagreement in science. Consider the
of
following.
Are there different consequences to being
•
in the different scientific disciplines?
wrong
example, Galileo, who studied the sky,
For
have been wrong without causing the
could
What are the implications if a
•
scientist is able to
dissenting
their work, for example by
disseminate
it in journals?
publishing
What are the implications if dissenting
•
are silenced, for example by
scientists
stripped of their tenure and the
being
and platforms they need in
resources
Which criteria can be used to strike a
•
between the right to dissent and
balance
the public from damaging
protecting
pseudo-science?
suggests that denialists can delay, but
Cognition
prevent, a scientic consensus; but that they
not
the link to investigate the 2000 Durban
Follow
made in response to AIDS
Declaration,
terms: Durban
Search
AIDS Wiki
Declaration
in the mid-17th century, scientific
Beginning
have become the formal way for
journals
to share their findings and keep up to
scientists
with developments. The intention was that
date
would play a role in making science
journals
open, accountable and widely accessible.
more
articles published in scientific journals are
The
by practising scientists. The reputation
authored
a journal affects which articles appear in it and
of
many times they are cited in otherwork.
how
papers have a particular style and
Scientific
and include information about method
structure,
would help others repeat the experiment.
that
ensure quality and validity of the research, an
To
is reviewed by other scientists, in a process
article
peer-review.
called
II. Perspectives
II. Perspectives
Practising skills: Drawing
implications
denialism, and signed by over 5,000 scientists.
II.4 Disseminating scientific
knowledge
death of hundreds of thousands of people.
order to fund and share their work?
Making connections
Politics and scientic denialism
What is the impact of individuals or groups who deny
scientic evidence? A 2019 article in the journal
can prevent the public from reaching consensus by
presenting the issue as an ongoing scientic debate.
This conclusion appears consistent with examples
over the last four decades, spanning tobacco, climate
change, vaccinations and genetically modied foods.
Denialism can lead to false balance. In Chapter 2
we examine the politicization of media reports on
scientic discourse, including the problem of false
balance caused by attempts to show “both sides of
the story”, through the example of climate change.
181
II. Perspectives
is a highly simplified description of the
This
publication environment. In reality,
scientific
are many challenges that affect the ability of
there
to share science in an accessible way. One
journals
is volume, with over 2.5 million scientific
issue
published annually, that is 280 every hour,
papers
the lack of transparency and accountability
•
the peer-review process
in
pressures on scientists to “publish or perish”,
•
implications for their wellbeing or
with
the technical jargon of scientific papers
•
makes them incomprehensible even to
that
journals are the preferred way
Scientific
sharing knowledge within the scientific
of
they can be prohibitively
community—but
and inaccessible for laypeople
expensive
even other scientists. The peer-review
and
has also been questioned for
process
conservatism and dogma, rejecting
fostering
ideas, and introducing a time
unconventional
between when research is done and when it
lag
communicated.
is
hopeful and surprisingly successful response
A
some of these issues is arXiv—an online
to
of preprints of scientific papers,
repository
in 1991 by physicist Paul Ginsparg.
started
was initially only trying to catalog
Ginsparg
100 papers, but he received a lot
about
than he expected—arXiv had more
more
1.5 million papers in February 2018,
than
by 10,000 per month. As arXiv
growing
growing into a powerful platform, it
began
considered some of the dimensions of
We
publishing in a real-world context
scientific
Box7.3 in the case study on HIV/AIDS.
in
III.6, discusses what has become
Chapter8,
as the replication crisis, where a
known
significant number of published
very
have failed to be replicated. The peerreview
results
process is also sometimes a source of
In a Science article from 2013,
controversy.
here, we get a behind-the-scenes story
linked
one scientist’s effort to expose unrigorous
of
by submitting a flawed article
journals
terms: Science magazine
Search
afraid of peer review?
Who’s
from outside the scientific
contributions
that were challenging to sort
community
arXiv’s categories, in the form of papers
into
appeared impossible to reasonably
that
as science. Both history and wisdom
qualify
that “out-of-the-box” and hard to
suggest
ideas can be valuable. But in order
classify
continue to serve the scientific community
to
offering research that is of interest,
by
and value, the arXiv team had
relevance
come up with a solution to a tricky and
to
philosophical question: what
important
linked article tells the full story of how
The
team behind arXiv negotiated this problem
the
volunteer moderators and a machine
using
algorithm. Specifically, the algorithm
learning
language to distinguish between
identified
and non-scientific ideas. Are arXiv’s
scientific
and computer filters effective at
human
through good but unorthodox ideas?
letting
is this changing the ways the scientific
How
shares and accesses knowledge?
community
terms: What counts
Search
science Nautilus arXiv
as
7
according to a report in 2015 (Ware, Mabe 2015).
There are concerns about:
incentives for misconduct
forpublication.
trained scientists from a different discipline.
Box 7.4: Democratizing the sharing of scientific knowledge
counts as science?
Preprints are full manuscripts of a scientic paper
made publicly available by the author(s) ahead
of review and publication in journals. This is a
new but rapidly growing form of open scholarly
communication.
Follow the link to find out.
also attracted a small number of very odd
182
huge amounts of scientific knowledge
With
paywalls or otherwise inaccessible
behind
to jargon, the question of public
due
takes on great significance.
communication
the aim of science is to find and promote
If
understanding of life, the world and the
an
an understanding that would be of
cosmos,
to all, should it be accessible to all?
interest
answer might be yes, but one issue is
The
need to reward scientific
“incentives“—the
and corporations that take risks by
pioneers
their time or money to do research.
investing
2019 the University of California made
In
for dropping its $10 million per year
headlines
to Elsevier, a publishing company
subscription
owns over 2,500 scientific journals
that
incidentally, the journal Medical
(including,
discussed in the Duesberg case
Hypotheses
The university’s argument was simple:
earlier).
should not cost that much. Indeed,
knowledge
scientists never get paid for their research,
most
the scientific publishing business maintains
but
of the highest profit margins in the
some
Follow the link to this article by Stephen
world.
for UK newspaper the Guardian: “Is
Buryani
staggeringly profitable business of scientific
the
terms: Buryani
Search
profitable business
Staggeringly
people agree on the benefit of cultivating a
Most
interest in science. One example is science
public
which can collect money to fund
museums,
and inspire people to pursue further
research,
study, careers or at the least to be more
scientific
to science and more sceptical of dogma.
open
festivals, museums, university open
Science
and various forms of media are all part of
days
science communication landscape for the
the
audience. Sociocultural context
non-scientist
a large role in determining the method
plays
objective of science communication. For
and
science communication during
example,
Cold War was very different from
the
about global warming, in terms
communication
who is communicating, what, to whom and
of
nature or details of thescience itself, and are
the
relevant toTOK.
particularly
to publicize and popularize science have
Efforts
in place since Victorian times. How this
been
is done has been transitioning
communication
of a “deficit model” to more participatory
out
Deficit models set out to educate an
models.
uninformed and distrustful public
assumedly
in a top-down way that emphasized the
audience
of scientific experts. It was also called
“authority”
push for “scientific literacy”, and the paradigm
a
communication in the 1980s and1990s.
for
recently, we have seen a change towards
More
the public with science, and even
engaging
science, a relatively new practice that in
citizen
ways marks a return to the idea of science
some
by nature-loving amateurs, like a more
done
version of the “gentleman scientists”
diverse
the 18th and 19th centuries. Citizen science
of
the boundaries between scientist and
blurs
and science enthusiasts have
non-scientist,
involved in many fields from classifying
been
case of the pioneering scientist-freedivers
The
are working to decode the communication
who
of whales, and who are in important
systems
outpacing marine biologists, is discussed in
ways
is common for science to be communicated
It
scientists, or on their behalf by science
by
in order to inspire enthusiasm
evangelists,
trust in science. Carl Sagan’s Cosmos was
and
for an entire generation and evokes
formative
even today. Sir David Attenborough’s
nostalgia
on the natural world is similarly
reporting
and iconic. Using the link here,
influential
can watch and hear both of them sing,
you
in the YouTube miracle that is the
autotuned,
II. Perspectives
II. Perspectives
Science communication is the “organized, explicit,
and intended actions that aim to communicate
scientic knowledge, methodology, processes,
or practices in settings where nonscientists are a
recognized part of the audiences”. (Horst et al 2017)
publishing bad for science?” (27 June 2017).
of scientific publishing Guardian
galaxies to bird population surveys.
Chapter 4, III.3.
“Symphony of Science”.
for what purpose. These questions go beyond
183
II. Perspectives
terms: Symphony of
Search
playlist YouTube
Science
can assess the clip’s artistic status and
You
using tools from Chapter 10.
merit
science programming can run the risk
Popular
presenting an idealized image of science —
of
the heroic onward march, self-correcting
as
course, relentless in its mission of
its
the dark corners of the
illuminating
problematic narrative dealt
unknown—a
this idealized image, realistic
Against
of scientific practice can seem
coverage
suspicious and even
incongruous,
Public disagreement among
disenchanting.
can shatter the illusion that the
scientists
of truth through science naturally
pursuit
consensus. One of the hallmarks of
creates
post-truth public sphere, considered in
the
2, is diminished trust in scientific
Chapter
Discourses on statistical significance,
experts.
levels and tolerance intervals may
confidence
with an idealized narrative of certainty
clash
“proven” truths. All of these, alongside
and
but highly publicized instances of
rarer
fraud or malpractice, can erode the
scientific
image of science. Science, we must
public
decades of effort by governments and
After
scientific institutions, what progress
laudable
been made? Results vary around the globe,
has
into local stereotypes around race,
playing
and social status. In 1959, the author CP
gender
wrote the following.
Snow
this happen today? Snow and others
Would
the lack of interest and knowledge of
lamented
More recently, though, it is the humanities
science.
are being defunded at universities. Have the
that
turned, or is a different story playing out
tables
academia versus in the public discourse? What
in
of scientific ideas that are
Examples
to be ready for retirement were
considered
in II.3. This time, explore what 200
explored
minds from around the world think
bright
the question “What scientific term or
about
ought to be more widely known?”
concepts
terms: Edge 2017
Search
terms more widely
Scientific
a few of the entries and try to
Choose
why the contributors think those
understand
deserve better exposure. Work in a pair
ideas
small group, with each person presenting
or
argument about why the ideas you have
an
are not better known.
chosen
7
A good many times, I have been present at gatherings
of people who, by the standards of the traditional
culture, are thought highly educated and who have
with considerable gusto been expressing their
incredulity at the illiteracy of scientists. Once or twice
I have been provoked and have asked the company
how many of them could describe the Second Law
of Thermodynamics. The response was cold: it was
also negative. Yet I was asking something which is
the scientic equivalent of: Have you read a work of
Shakespeare’s?
(Snow 1959)
are theimplications?
For discussion
with earlier in this chapter.
Have you heard this?
known
remember, is a very human endeavour.
184
regards to the communication of science
With
the general public, consider two different
to
that the wide dissemination
perspectives:
scientific knowledge supports the public
of
of science, versus the view that
understanding
sciencenegatively affects scientific
popular
first perspective is fairly well established.
The
examples can you recall from your home
What
second perspective may appear more
The
An article published in
counter-intuitive.
journal Public Understanding of Science
the
that popular science communication is
argues
physicist Max Planck once said
Theoretical
thefollowing.
though, science is shaped less by
Perhaps
“series of funerals” than by rows of fresh
a
graduates. For more than 150 years
science
scientists have had to go through some
now,
of formal training, unlike the nature-loving
sort
amateurs of the Early Modern
gentlemen
Indeed, one of the most important tasks
period.
the scientific community at any given time
of
to educate and train the new generation of
is
and to do it well. But what does “well”
scientists,
This process, through which future
mean?
learn what science is and how it is
scientists
defines the character of science for the next
done,
It is also a deeply political task, with
generation.
such as what is included and excluded
questions
the curriculum, which values are passed
from
contributing to overconfidence among non-
in their ability to understand and
scientists
scientific claims, and more critical
evaluate
towards scientific experts (Sharrer et
views
2017). What examples and different kinds
al
evidence have you seen that support this
of
perspective?
exploration of different perspectives
The
central to TOK. Are the perspectives
is
above supported by well-chosen
described
well-explained examples from the real
and
What factors determined whether
world?
scientific communication had a positive
the
negativeeffect? Why is it that in issues of
or
sometimes one thing happens, and
knowledge
and what kind of outlook is cultivated with
on,
to science itself and its wider societal role.
regard
science classes are a way of socializing you
Your
the culture of the scientific community (that
into
enculturating you)—this is where you are
is,
the norms of good science, shown how
taught
properly perform various scientific skills, and
to
the story of how science came to be. Who
told
decided these things for you, and how can
has
exercise agency in the matter?
you
enculturation typically happens within
This
disciplines. You might be learning
scientific
to think like a physicist, biologist, chemist,
how
geographer and so on. Textbooks do
ecologist,
lot of this enculturation work, and they do
a
in part by telling the foundational stories of
it
discipline, about the people and events that
the
the discipline. Let’s look at one such
defined
central to biology classes and textbooks
story,
the world.
around
tension between simplicity and complexity in
The
appears repeatedly in this chapter, and we
science
it further in the context of reductionism
examine
III.5. As you read on, keep this tension in mind.
in
to connect what Mendel’s peas, laboratory
Try
and the relationships between
experiments
II. Perspectives
II. Perspectives
Practising skills: Exploring perspectives
literacy.
context in support of this view?
at other times the opposite happens?
II.5 The student of science
A new scientic truth does not triumph by convincing
its opponents and making them see the light, but
rather because its opponents eventually die, and a
new generation grows up that is familiar with it.
(Planck, translated by Gaynor 1968)
organism and environment have in common.
185
II. Perspectives
origin story of genetics as a discipline
The
with Gregor Mendel’s experiments on
starts
plants in the mid-19th century. The humble
pea
triggered one of the greatest breakthroughs
pea
scientific history: the Mendelian laws of
in
and Mendel himself has been
inheritance,
Mendel’s 1865 article was not
However,
as important until many years after
recognized
death. It was rediscovered in 1902 and
his
ripples from Russia to the United States
sent
stoking controversy in how fundamental
by
such as variation, evolution, heredity,
concepts
and gene were defined, understood
mutation
work, and related to one another. In the
to
disputed Bateson’s claim that
Weldon
findings could be applied generally,
Mendel’s
Mendel’s experiments used purebred
because
plants especially designed to eliminate
pea
natural variability responsible for creating
the
In Weldon’s view, therefore, the
complexity.
were unrepresentative of real-world
plants
and it was more important to
conditions,
William Bateson (who coined
between
popularized the term “genetics”) and
and
former teacher, Walter Frank Raphael
his
Weldon and Bateson had very
Weldon.
reactions: Bateson was a champion of
different
inheritance, arguing that “factors”
Mendelian
he called them genes) determine “visible
(later
of organisms according to the
characteristics”
laws. Weldon remained sceptical
Mendelian
several accounts because when he tried to
on
Mendel’s experiments with peas, he
replicate
a much greater variety of characteristics,
found
much more of a continuum. His peas
along
not look as discretely different as Mendel
did
them looking—decidedly yellow or
describes
wrinkled or round.
green,
the environment. Weldon died four
with
into this controversy, without finding
years
answer for the complex interactions
an
genes and environment. In fact,
between
are only beginning to unravel
epigeneticists
now. Weldon was largely forgotten; while
this
smooth-sailed into textbook glory,
Mendel
Bateson at the helm, both celebrated for
with
7
Box 7.5: Mendel in the textbook
dubbed the “father of genetics”.
UK, it sparked a short but fiery public dispute
Figure 7.4
Takn
from Wldon’s artil
“Mndl’s Laws of
Altrnativ Inhritan
in Pas” (1902)
understand how natural variability interacts
discovering genetics.
186
tell Weldon’s story here? A Weldonian
Why
might have been less simple, but
genetics
applicable and more revealing about the
more
between genes and the environment.
interaction
direction of enquiry has gathered
This
only relatively recently.
momentum
about scientific disagreement are
Stories
because they reveal that the losing
important
was not necessarily or obviously wrong,
side
if we have learned anything it is to
and
our own fallibility, to caution against
beware
and to be curious about
oversimplification
arguments lost to history. The stories that
the
tells about itself can be misleading,
science
presenting a story in which developments
by
together neatly to produce fundamental
come
recognized today. This is the Whiggish
truths
discussed in II.2.
view
concepts learned early in science education
The
if oversimplified, support stubborn and
can,
misconceptions if students do not
dangerous
their education to the level where
continue
is added back to simplifications.
complexity
scientists and teachers have stated
Reputable
the currently taught genetics curriculum
that
too simplistic. Consider the following quote
is
Jenny Lewis, of the Genetics Pedagogies
by
that explored the effects of changing the
Project
helping students to develop their
“When
of basic genetic concepts,
understanding
can be useful to reduce complexity by
it
a traditional, linear view of
adopting
expression (one gene, one protein,
gene
characteristic) but there is a risk that
one
9 discusses the merits and demerits of
Chapter
how the course of history
counterfactuals—asking
genetics in which every characteristic
of
determined by a single gene. The
is
unexpectedly confirmed by the
reality,
Genome Project, is that there
Human
very few single gene characteristics
are
disorders in humans … . Rather, the
or
between the genome (the
relationship
DNA sequence), gene expression,
entire
the environment was shown to
and
considerably more complex than
be
The result is a move away
anticipated.
a focus on single genes (genetics,
from
narrowly) and towards a
understood
of the whole genome and its
consideration
with the environment, internal
interactions
external (genomics).” (Lewis 2011)
and
Radick has similarly argued that
Gregory
students should be taught a genetics
biology
If we teach them about Mendel, we
“
do so not to fill them with slack-
should
wonder at his foundational
jawed
but to help them to
achievement,
how even the most imaginative
appreciate
rigorous science ... bears the stamp of
and
historical circumstances of its making.
the
learn that lesson about past science is
To
bring a welcome level of self-awareness
to
critical self-reflection to the present.”
and
and Lewis work on the Genetics
Radick
Project, an experimental syllabus
Pedagogies
imagines what a Weldonian approach
that
genetics might have looked like and what
to
it makes for students to be
difference
to it.
exposed
have been aected if key events had occurred
might
Compare this with the value of asking the
dierently.
question in science. Is it more or less dicult to
same
alternative histories or alternative sciences?
imagine
II. Perspectives
II. Perspectives
curriculum fit for the 21st century.
genetics curriculum.
(Radick 2016)
this will result in a deterministic view
Making connections
“What if … ?” in history and in the natural sciences
What can we learn from such an exercise?
187
II. Perspectives
technical debates involving science, citizens
In
find themselves in a position of having
often
trust what they are being told by experts.
to
counts as an “expert” and how far their
Who
extends is something that is socially
expertise
requiring us to make judgments
negotiated,
science touches the public domain
When
attracts public attention, and its effects
it
be far-reaching and urgent. Whenever
can
gets enrolled in public debates on
science
controversial issues, its authority,
socially
the authority of those who speak on its
and
is tested. Air pollution, climate change
behalf,
vaccine hesitancy are among many
and
policy-making, scientists and nonscientists
In
have to comprehend the evolving
issues relating to policy, and find
scientific
language to communicate effectively in
the
ecosystem complicated by money, politics
an
competition. The context of democratic
and
on matters involving science
decision-making
questions about power and legitimacy,
raises
well as values and democracy. Who is able
as
speak from a place of authority on matters
to
the intersection of science and policy? How
at
the demands of participatory democracy
can
balanced with the need for scientific
be
autonomy?
2 explores “post-truth” and the causes and
Chapter
of an apparently diminished public
consequences
case study in II.3 described controversy
The
the scientific community over the fact
among
HIV is the cause of AIDS. However, this was
that
simply a scientific controversy occurring in
not
academic vacuum; it spread to the social and
an
realms. Explanations of the cause and
political
of AIDS were inevitably influenced by,
spread
influenced in turn, contemporary attitudes
and
beliefs about homosexuality, addiction and
and
freedom.
sexual
the other side of the debate about what
On
AIDS was the controversy about how to
causes
it. In the early days, the treatment of AIDS
treat
a scientific, pharmacological and medical
was
participation in which required a high
debate,
of technical expertise. At the same time,
level
were also involved and influential:
non-experts
who stood to profit from treatment; those
those
with reporting on the development of
tasked
and, of course, those for whom it
treatments;
a question of life and death. Epstein (1996)
was
the different actors in this controversy
describes
the United States, who varied in their
in
and interests.
motivations
were] the researchers hoping to hit
[There
breakthroughs in … AIDS research; the
on
and biotechnology companies whose
pharmaceutical
values might uctuate by millions of dollars,
stock
on the latest reports about the successes
depending
failures of their products; the medical professionals
or
must translate inconclusive and contradictory
who
ndings into workable, day-to-day clinical
research
the regulatory agencies and advisory
judgments;
that serve as ‘gatekeepers’, ruling on the
bodies
and ecacy of new therapies; the patients
safety
consume the drugs and populate the clinical
who
the reporters and journalists who interpret
trials;
research ndings to various segments of
scientic
public; and, of course, the activists who police the
the
process and oer their own interpretations of
whole
study of science and citizenship in
Epstein’s
AIDS epidemic shows, among other things,
the
non-scientists can acquire high levels of
how
knowledge even when they are
biomedical
by the current set-up of science
underserved
politics. AIDS activists were able not only to
and
and scrutinize biomedical claims, but
understand
to participate in shaping the methodologies
also
7
II.6 Science for citizenship
about their credibility.
contemporary examples.
Making connections
the methods and the outcomes.
Science, politics and public trust
(Epstein 1996)
trust in scientic expertise.
188
which knowledge about the treatment
through
AIDS was being produced. This type of citizen
of
blurs the lines between expert and
involvement
and redistributes the balances of
non-expert,
To what extent is it the responsibility of
1.
to understand and engage with
citizens
Often non-experts who get deeply involved
2.
scientific controversies do so through
in
personal effort. To what extent is this
great
failing of science and politics to inspire
a
are contextual, meaning they
Disagreements
embedded in the historical, cultural,
are
or economic issues of the time, and can
political
on an importance much larger than the
take
minutiae at stake. A profound
techno-scientific
of this was AIDS denialism that took
example
in South Africa in the 1990s and 2000s,
hold
story that was ably illustrated by Michael
a
writing in the New Yorker in
Specter,
2007.
March
terms: New Yorker
Search
The denialists
Specter
short version of the story is that a group of
The
sceptics in the 1990s, calling themselves
HIV
Group for the Scientific Reappraisal of
the
HIV/AIDS Hypothesis, put forward the
the
AIDS should not be treated with
•
drugs, which are poisons
antiretroviral
far worse side effects than the
with
itself.
disease
South Africa did not have an AIDS
•
Instead, too much recreational
epidemic.
these questions for discussion in mind, let’s
With
at an example of the power of politicians
look
bolster or undermine the credibility and
to
of science in the public, and what
authority
when science and politics clash on an
happens
of public health.
issue
and confidence in the knowledge
trust
they make?
claims
Think of a public controversy on a scientific
3.
relevant to your context currently
issue
recently. What determines whether
or
how the public can engage with the
and
sharing and evaluation of scientific
making,
claims?
knowledge
use, and too little nutrition and clean
drug
were killing its people.
water,
group included scientists such as Peter
The
whose ideas were introduced in
Duesberg,
The group’s scientific claims were seized
II.3.
by policy-makers and political leaders in
upon
Africa, in a discourse that was heavily
South
by the legacy of apartheid and
complicated
climate of widespread distrust towards
a
pharmaceutical companies. Other
Western
people were involved: a doctor
influential
entrepreneur who marketed vitamins
turned
an alternative to retroviral drugs; local
as
and healers who used herbal
entrepreneurs
and national leaders including
concoctions;
Thabo Mbeki and Health Minister
President
Tshabalala-Msimang who were deeply
Manto
of Western pharmaceuticals and
sceptical
doctors who prescribed them. All of this
the
to deny South Africans access to
conspired
best practice, as agreed upon by the
medical
scientific community. In the following
global
the death rate from AIDS in South Africa
years,
the Harvard AIDS initiative produced a
soared:
in 2008 that estimated 300,000 preventable
study
resulting from delayed AIDS treatment.
deaths
II. Perspectives
II. Perspectives
power, credibility and trust.
For discussion
Trust and credibility
scientific issues of public importance?
Box 7.6: Disagreement in the public eye
followingclaims.
• HIV does not cause AIDS.
189
II. Perspectives
far this section has been dealing with
So
and politics in terms of public policy,
science
political system and governance. In II.7 we
the
to the politics of knowledge, examining
turn
to science’s assumed neutrality, and
challenges
its position in a wider cultural and
exploring
encounter between modern Western
The
and other systems and bodies of
science
has a deep history. Feminist
knowledge
post-colonial thinkers have produced a
and
literature that explores how scientific
scholarly
and practice have been defined and
knowledge
to the exclusion of groups of people
shaped
gender, racial, sociopolitical and non-
along
intellectual lines. These ideas have
Western
attracted wider interest, including on
recently
campuses and online communities.
university
section does not aim to summarize
This
literature or examine the intersection
that
the natural sciences and every other
between
tradition. It aims to highlight
knowledge
of the tensions and what can be learned
some
in feminist theory as well as the
Developments
sociology and philosophy of science
history,
the 1960s formed the intellectual backdrop
in
the critical conversation regarding
for
and science that has been ongoing
gender
since. Many issues originally raised
ever
this conversation remain important and
in
Philosopher Sandra Harding has
unresolved.
writing about feminist critiques of science
been
decades. In the introduction to her book,
for
Postcolonial Science and Technology Studies
The
(2011), she summarizes the questions
Reader
are still grappling with, remarking for
we
that few women are managing or
instance
research today, while women are
designing
absent from the social structures of
almost
sciences. She also questions the role
modern
“sexist sciences” play in supporting and
that
the claim that women are inferior
spreading
in encouraging unfair practices. Harding
and
if schools’ curricula and education
asks
restrict women’s access to careers in
methods
and engineering. Finally, she considers
science
problems posed by the traditional methods
the
philosophy of science and technology,
and
their overwhelmingly masculine
with
the link to: “The Egg and the Sperm:
Follow
Science has Constructed a Romance Based
How
terms: Martin Egg and
Search
Sperm Chicago Journals
the
classic 1991 study by Emily Martin
This
the scientific myth of the passive egg
unravels
fertilized by an active sperm cell. This
being
persistent myth played into popular
surprisingly
about the romantic personalities of
stereotypes
and females.
males
feminist critique of science includes,
The
requires, the voices of anthropologists,
and
historians, philosophers, sociologists,
scientists,
and policy-makers looking at their
educators
through a “gender lens”. While significant
work
has been focused on the experience of
attention
in science, it would be incorrect to say
women
feminist critiques treat gender as another
that
for “woman”. Feminist scholarship
word
opened up the discourse to explore the
has
between science and power more
relationship
generally.
7
historical context.
II.7 Science and its others: Feminist
world view.
and post-colonial critiques
on Stereotypical Male-Female Roles”.
fromthem.
Making connections
Female scientists
Chapter 3 discusses female scientists whose
achievements are downplayed or erased from
history. You may have noticed that this chapter to a
large extent quotes male scientists from European
backgrounds. The visibility of female scientists and
technologists is both an issue of due credit, and an
issue of enabling a diverse set of STEM students to see
themselves reected in the professional community.
190
light of this, it is important to reveal and
In
the diversity that already exists
honour
the scientific community, and highlight
in
from diverse backgrounds. The
role-models
Nevertheless podcast celebrated women STEM
biologist and pioneering oceanographer
Marine
Earle has had an incredible career
Sylvia
science—just one of her remarkable
in
was becoming the first person to
achievements
on the ocean floor, untethered, 400
walk
under the surface. Hundreds of hours
metres
and their work in eight different
role-models
which you can find at the link.
languages,
terms: Nevertheless
Search
role models posters
STEM
have earned her the affectionate
underwater
“Her Deepness”.
nickname
a female scientist at the frontier of a
As
field in the 1960s, her work
male-dominated
much attention and predictable
attracted
questions.
II. Perspectives
II. Perspectives
Figure 7.5a
Ma Jmison, astronaut and dotor, th rst
Afrian-Amrian woman in spa
Figure 7.5b
Cynthia Brazal, robotiist and pionr of
soiabl robots
Figure 7.5c
Rosalind Franklin, sintist instrumntal in disovring th
strutur of DNA
Box 7.7: Sylvia Sails Away With 70 Men
191
II. Perspectives
the kind of problems I
“Actually,
they were thinking of were
think
the kind of problems that were
not
at all. Our real problem was:
there
do you explore the ocean when
How
sitting on the deck of a ship,
you’re
the average depth of the ocean
and
two and a half miles, and we’re
is
there on the surface with these
right
little tools to try to sample
pathetic
can listen to Sylvia Earle’s
You
on a life exploring the
reflections
in conversation with Krista
ocean,
in the linked On Being
Tippett
terms: Sylvia
Search
Her Deepness
Earle
the 1970s and 1980s, the “gender lens” of
In
gave way to genders, feminisms
feminism
indeed lenses. At around the same time,
and
theory, the roots of which go
post-colonial
deeper, turned its critique to how science
even
being deployed globally. This critique is
was
of attempts to depoliticize modern
suspicious
science and present versions of it
Western
are decoupled from its colonial and
that
history. It would be impossible to
imperialist
the involvement of science in European
deny
and that far from playing merely
expansion,
unfortunate accompanying role, science
an
instrumental to the colonial project. This
was
reminds us that science cannot
discourse
move on from its “colonial moment”,
simply
needs to recover from it. This project of
it
has been picked up by decolonization
recovery
science studies challenge both the
Post-colonial
of a single valid explanation of the natural
idea
and the claim that modern Western
world
is the single valid way to arrive at
science
explanation. It questions the narrative of
that
as rational, objective and true, and the
science
of pre-modern and/or non-European
framing
traditions as irrational and false.
knowledge
today would argue this explicitly, but the
Few
is implicit in the claim that science
suggestion
in 17th-century Europe. Post-colonial
“began”
points out that this defines non-
scholarship
peoples as newcomers to science and
Western
a tradition that is only now embracing them
to
of diversity and inclusiveness. It also calls
out
attention to a history, little of which is
our
even today, of how Indigenous,
acknowledged
and local knowledges of astronomy,
traditional
navigation and herbalism became
medicine,
into the body of scientific
apppropriated
7
this huge expanse of living blue?”
podcast.
On Being
movements worldwide.
knowledge, with their origins forgotten.
192
7.6 Arabi sinti manusript from 615 ce, dsribing an astronomial modl that had widsprad impat in both Christian and
Figure
trritoris
Islami
II examined how disagreement and
Section
among scientists affect the making
consensus
unmaking of scientific facts, and how
and
is evaluated and used to support
evidence
This section looks at the processes
claims.
which scientific evidence is produced,
through
and observation. Earlier we
experimentation
attention to issues of trust and credibility.
paid
you read on, keep in mind the following
As
why should we trust the evidence that
questions:
from scientific methodologies? What is
comes
about how scientific claims are produced that
it
III. Methods and tools
II. Perspectives
III. Methods and tools
examine why some aspects of Indigenous knowledge
Making connections
have been appropriated and incorporated into science,
Indigenous knowledge
but not others. We also look at how dierent knowledge
In Chapter 5 we explore examples from traditional
traditions deal with concepts such as evidence, truth
ecological knowledge, ethnobotany and herbalism, and
and disciplinarity.
I I I . M E T H O D S A N D T O O LS
and considers specifically the methods of
gives them credibility?
193
III. Methods and tools
the scientific repertoire in the 17th
Entering
observation and experimentation have
century,
the eighteenth and early nineteenth
Throughout
observation and experiment were understood
centuries,
work hand in hand: observation suggested conjectures
to
could be tested by experiment, which in turn gave
that
to new observations . . . . Observation discovered
rise
discerned; experiment tested and proved.
and
starting in the 1820s, prominent scientic writers
But
to oppose observation to experiment … . In
began
new scheme of things, experiment was active and
this
passive: whereas experiment demanded
observation
and ingenuity on the part of a creative researcher,
ideas
was reconceived as the mere registration
observation
stubborn and inaccurate claim that
The
is passive while experimentation
observation
active persisted for a very long time, but
is
was not always seen as the
experimentation
method. The relationship between
preferred
and experimentation turned a
observation
the concern about the influence of
Certainly,
on observation was not resolved in the
theory
As recently as 1950s, paleoanthropologist
1800s.
Leakey selected his young administrative
Louis
untrained in science, as the ideal
assistant,
to undertake an immersive study of
person
in the wild, the first of its kind. The
chimpanzees
woman possessed “a mind uncluttered
young
unbiased by theory” (Goodall 2000), with
and
she set out on a long-term research
which
in the Gombe Stream National Park
assignment
Tanzania. Her name was Jane Goodall, and her
in
work with primates revolutionized
pioneering
understanding of, and kinship with, other
our
This early part of Goodall’s prolific
animals.
is explored in the 2017 National Geographic
career
terms: National
Search
Jane movie
Geographic
long shared history. Historians of science
a
Daston and Elizabeth Lunbeck give us
Lorraine
assistants. The reasons for this shift . . .
untrained
complex, but prominent among them was the
were
that overly engaged scientists might contaminate
fear
with their own preferred theories. . . .
observation
program to deskill scientic observation was driven
[A]
anxieties about how more sophisticated researchers
by
be tempted … to ‘forge,’ ‘hoax,’ ‘trim,’ or ‘cook’ the
might
Although skilled, sophisticated observation was
data.
numerous mid-nineteenth-century scientists
praised,
that skill and sophistication might open the door
worried
Do you have different answers for
2.
disciplines? If so, why do you
different
looking at observation and
Before
in greater detail, let us
experimentation
the relationship between each of
consider
and theory. Can we separate theory
them
practice—that is, from observation and
from
As Daston and Lunbeck say
experimentation?
scientists have long been concerned
above,
“contaminating” their observations
about
theories, expectations and/or desires.
with
addition to this problem, there is the
In
of theorizing about non-observable
concern
As Box 7.8 shows, this raises a
phenomena.
7
III.1 Observation and experimentation
the following overview.
to subjectivity or even fraud.
(Daston, Lunbeck 2011)
of data, which could, some claimed, be safely left to
For ref lection
The relationship between
observation and experimentation
What would you say is the relationship
1.
observation and experimentation
between
number of times before the 19th century.
now?
think your answers vary?
documentary “Jane”, linked here.
few questions.
194
we relied on only our eyes, ears and nose
If
detect things in the universe, we would
to
have come very far. It seems an obvious
not
but the question of what is observable
point,
very real implications for how scientists
has
and believe they should do, science. If we
do,
that technology improves over time, we
accept
expect that our ability to observe things
can
equipment is also likely to improve over
using
Thus, theorizing about undetectable
time.
such as the photon (Einstein), neutrino
things,
and string theory (many contemporary
(Pauli)
does not seem like such a bad
physicists),
Indeed, the photon and neutrino were
idea.
within 30 years of their proponents’
discovered
Yet, four concerns emerge.
predictions.
first concern, regarding the examples
The
Neptune and the neutrino, is a form of
of
bias called survivorship bias: those
selection
are famous, but we neglect the
discoveries
less visible examples of dead-end
many
like the planet Vulcan. Would
theories,
be better off focusing strictly on the
science
It is a fascinating question, not
observable?
because how we would approach it is a
least
knowledge problem.
profound
second concern relates to how we define
A
in relation to existing
unobservable,
has not always been the
Experimentation
way to gain scientific knowledge, but
preferred
events and ideas known as “the scientific
the
firmly installed experiments near
revolution”
top of the methodological hierarchy. Even
the
pop culture visuals of what it means to
our
“doingscience” often invoke individuals
be
laboratory coats and handling test tubes
wearing
in the 17th century, “experiment”
Beginning
to be known as intervention using technical
came
and scientific theories. It is
technologies
theories and technologies that inform
these
preconceptions about what is, and is
our
observable. Could we invent a method
not,
ignore or hide from unobservable ideas,
to
and subconscious hunches? How can
theories
account for the shifting and blurring of this
we
over time?
boundary
this fixation on observed phenomena
Thirdly,
distract from the larger truth that a given
may
can lead to vastly different
phenomenon
in different theories. Even when
interpretations
phenomena are largely agreed upon,
observed
causes remain mired in controversy (the
their
disagreements over climate change
political
a case in point). Good “theorizing” is
are
while getting fixated on falsifiability
important,
observability can hold important science,
or
fourth concern relates to the assumption
The
technology will continue to improve.
that
everyone around us will attest that
Almost
has progressed tremendously
technology
their lifetimes and the living
throughout
of their parents and grandparents.
memories
can we, and should we, expect this to
Yet
This is dealt with more fully
continue?
their causes. Earlier in this chapter
reveal
encountered Bacon, who saw science as
we
nature’s secrets, by intentionally
unlocking
and mimicking nature in a
manipulating
a closer look, however, experiments
Taking
decidedly unnatural. Laboratory studies
are
the 1980s have shown that scientists go
since
great lengths to remove the messiness of
to
to control all variables but one in a
nature,
laboratory environment where “nature
purified
systematically excluded” (Sismondo 2010).
is
phenomena produced in the laboratory
However,
regularly, and uncontroversially, claimed
are
believed to stand in for natural phenomena.
and
III. Methods and tools
III. Methods and tools
Box 7.8: What is observable?
and policy, back.
inChapter 3.
III.2 The natural and the artificial
in experiments
controlled environment.
or microscopes.
instruments, to examine scientific objects and
195
III. Methods and tools
unrecognized and often unstated simplicity
This
sanitization have important implications
and
theories arising from them, as the example
for
Mendelian genetics and the Bateson–Weldon
of
Sismondo, professor of philosophy and
Sergio
studies of science, provides a perspective
social
the social forces that lend legitimacy to
on
experiments.
scientific
articiality of experiments was one of the
The
that many natural philosophers of the
concerns
century had about them. … Particular
seventeenth
and spaces that served as laboratories
places
to the legitimacy of experiment—for
contributed
the location of laboratories within the
example,
describes the lengths that early
Sismondo
went to, to convince the public that
experimenters
experiments were not flukes. The concern is
their
of an old problem: how can we know if
indicative
experiment is working? Usually, we can test it
our
a known quantity and see whether it gives
with
correct answer. But what if we do not know
the
that answer is, not even remotely? How does
what
discern signal from noise? This challenge,
science
looking for answers with a tool that we cannot
of
sure is working, has been called the “problem
be
experimenters’ regress” by sociologist of
of
knowledge, Harry M. Collins (1981). It is
scientific
a trivial problem, but it is also not
not
In the article linked here is the
insurmountable.
story of a group of astrophysicists who
riveting
to incredible lengths to overcome this
went
in their search for gravitational
problem
terms: Nautilus Issue 42
Search
who faked it
Astrophysicists
attention to the discrepancies between
Paying
artificial purity of the laboratory and the
the
of the world can hold keys to new
messiness
An example from the history of
knowledge.
In the last years of the 19th century, Lord
here.
and Sir William Ramsey observed that
Rayleigh
extracted from chemical compounds
nitrogen
the laboratory was 0.5% lighter than nitrogen
in
from the atmosphere. It was a small
derived
difference to have been an artifact of
enough
experimental set-up, or anything else.
their
were curious, though, and their research
They
to the discovery of argon and other noble
led
and a Nobel Prize.
gases,
her book True Enough, Catherine Z.
In
(2017) argues that scientific facts and
Elgin
are never strictly speaking true,
theories
experiments and theories describe
because
simplified and controlled reality, not the
a
things around us.
natural
thus refers to science as a set of
Elgin
falsehoods”—falsehoods that
“felicitous
useful for helping us to understand the
are
but are not accurate descriptions of it.
world,
is a radically different conception of
This
truth and certainty, and more
scientific
with the simplified models used in
aligned
human sciences, discussed in Chapter 8.
the
is not just a junior assistant to
Observation
it is an astounding human
experimentation,
scientific activity deserving attention in its
and
right. own
as a scientific method has often
Observation
a collective dimension. Edmond
involved
1686 map of the trade winds is
Halley’s
one of the most successful early
considered
at collective observation. It was based
efforts
the accounts of seafarers, travellers and
on
as it was global, and therefore too
adventurers,
for any one person to observe.
big
7
debate (in II.5, Box 7.5) reveals.
For discussion
True enough? Science as “felicitous
falsehoods”
of English gentlemen helped establish
homes
… . trust
(Sismondo 2010)
III.3 Learning to see: Scientific
observation as method
waves.
the periodic table of elements is revealing
196
Figure 7.7 Map of th trad winds takn from Edmond Hally, Philosophical Transactions of the Royal Society of London 16 (1686–92)
observations are repeatedly and
When
performed, errors can be spotted
systematically
corrected. Patterns emerge that can describe
and
explain more complex phenomena, such
and
the movement of the ocean’s currents or the
as
of celestial objects in the night sky.
paths
idea that despite our fallibility and our
This
powers of perception, if enough of
limited
look at nature carefully, enough times, an
us
image will emerge, can be a powerful
accurate
this discussion, you will be focusing on
In
(the science of finding, classifying
taxonomy
naming organisms). Modern biology rests
and
a foundation of the categories meticulously
on
for the purposes of classifying life
constructed
biodiversity.
and
To what extent do taxonomic categories
1.
an underlying order in nature?
reveal
What would count as evidence that
2.
categories accurately describe
taxonomic
evolutionary relationships between
the
and genera?
species
is demanding work—long and
Observation
hours, maintaining rigorous schedules,
odd
to remote places at personal risk and
travelling
handling strange things or ordinary things
cost,
strange ways. Despite this, observation is not
in
described as tedium but as exhilaration.
typically
is this most thrilling thing that we see
What
we observe nature? Would it be any less
when
if the image that emerges from scientific
thrilling
is not in fact revealed to us by nature
observation
but painstakingly co-constructed by both
itself,
and observer?
nature
What supports the argument that
3.
modern system of classification
the
a construct of human knowledge,
is
onto the messiness of the
superimposed
III. Methods and tools
III. Methods and tools
motivator to look at the world scientifically.
For discussion
Patterns and order
world in order to make sense of it?
197
III. Methods and tools
has a number of different meanings
Objectivity
on the context. In the context of
depending
and scientific practice, the connotation
science
one of freedom from bias and value-
is
In other words, it is the principle
neutrality.
separation between scientist and science,
of
that observers and experimenters do not
such
descriptions of their observation or
influence
knowledge is what Thomas Nagel
Objective
“the view from nowhere” (1986) and what
calls
calls “knowledge without a knower”
Popper
Is such perspective-less knowledge
(1979).
in science, or indeed at all? To what
possible
does the scientific method protect against
extent
perspectives and fallibility? The feminist
human
post-colonial perspectives we explored in
and
suggest that scientific knowledge always
II.7
the mark of its producers and the context
bears
its production, while III.1 examined the
of
of theory on observation. Does nature
influence
is a second sense in which objectivity finds
There
in science, a way for scientists to make
expression
irrelevant to the process and product
themselves
science. This is the ideal of formal objectivity,
of
procedures are perfectly followed by
where
The removal of subjectivity from
scientists.
happens through the standardization,
science
indeed universalization of units, tools
and
even laboratory organisms. If human
and
are unable to restrain themselves
researchers
influencing the outcomes of scientific
from
machines might. For instance, scientific
methods,
has widely replaced scientific
photography
that was once widely popular in
illustration
But can technology produced by human
botany.
be free of human perspective? We explore
beings
idea of the neutrality of technology in
this
3. Chapter
lengths to which scientists go to be objective
The
for incredible stories. Consider, for example,
make
we know the length of 1 metre. It involves
how
expedition that first measured and established
an
length of a metre as a one ten-millionth of
the
distance between the equator and the North
the
Two centuries later it was discovered that
Pole.
result was accurate to less than the width
the
a human hair. It may be surprising that how
of
agree about measurements of length, mass
we
time are linked to the events and values of
and
French Revolution. The units established
the
were envisioned to be “for all time, for
then
people”, a goal no doubt influenced by the
all
ideals and movements of the period.
political
meter has since been pegged to constant (the
The
of light in a vacuum), which is truly for
speed
time, as opposed to transient phenomena—
all
recently as 2018 the kilogram underwent a
As
process. It is currently defined in terms of
similar
special metal cylinder called Le GrandeK, the
a
of which are kept deep underground in
copies
rooms secured with three locks. By the time
two
read this, the kilogram will be tied to the
you
7
III.4 Objectivity: For all people,
for all time
interpretations of their results.
including even the Earth.
speak for itself? Can we, and do we, let it?
Figure 7.8 Kibbl balan at th National Instituts of Standards
and Thnology, USA, that idntis th wight of 1 kilogram basd
on th Plank onstant
198
constant, possibly forever. Follow this link
Planck
a story exploring the process and implications
to
replacing Le Grand K with a fascinating shiny
of
and an immutablevalue.
machine
terms: Vox world just
Search
the kilogram
redefined
ago Galileo proclaimed,
Centuries
can see through my telescope”,
“Anyone
not only that the observer is
suggesting
but also that churches
interchangeable,
monarchs no longer had the exclusive
and
to speak about nature. That process of
rights
continues today. Very soon we
democratization
no longer rely on the International Bureau
will
Weights and Measures, as anyone with a
of
balance will be able to tell the weight of
watt
III.2 we explored Elgin’s argument about
In
science, that certain complexities
experimental
be, and indeed must be, ignored. Often these
can
concern the relationship between
complexities
we think of as parts and wholes in science.
what
example, think about how the whole of the
For
body is constituted by various systems.
human
system is made up of various organs and
Each
which are in turn made up of cells,
tissues,
atoms and so on.
molecules,
an organism be separated from its
Can
and understood as a whole?
environment
biologists maintained this
Evolutionary
for decades, looking at genes
separation
the environment as two different sets of
and
However, more recent breakthroughs in
factors.
study of how the environment
epigenetics—the
the expression of genes—blurred the
affects
between these two domains. We are
boundaries
only beginning to understand the effects of
also
microbiome—the collective genetic material
the
all the micro-organisms that are resident in the
of
body, particularly in the large intestine,
human
which we have about as many as we have
of
cells. The complexity of relationships
human
organisms and their external and
between
attention, with important implications
growing
TOK. for
8 looks at the problem of separating
Chapter
organism from the environment. Here the
the
is: how far can we go simplifying and
question
complexity in the natural sciences?
reducing
extract below considers the limits of
The
branch of science concerned
endocrinology—the
students, Nathan Leopold, 19, and Richard
graduate
18, lured, abducted, and murdered Loeb’s
Loeb,
cousin Bobby Franks by clubbing and
14-year-old
The duo fancied themselves as master
asphyxiation.
beyond the law—they planned to play a
criminals
game with the victim’s family … and get away
ransom
murder. But the body was discovered before the
with
could be collected, and because Leopold lost
ransom
rare fashionable glasses at the crime scene, the
his
traced the two young men in no time.
police
Leopold and Loeb case … was unique in the
The
of 1920s violence. The widespread eugenic
annals
of the time was that crimes were committed
thinking
individuals of low hereditary intelligence.
by
poverty and urban tenements. In either case,
class
killed over money, territory, and credibility
criminals
Leopold and Loeb were dierent and their case
But
explosive consequences. It put the very idea of
had
will and responsibility on trial. People weren’t
free
blame for their crimes because they were at the
to
duo’s attorney, Clarence Darrow, knew the jury
The
accept an insanity defense. Not only did
wouldn’t
young men know right from wrong, they had
the
followed the wrong … . They freely
consciously
their careful planning to the police,
confessed
themselves as amoral criminal masterminds.
regarding
scandalously, they showed no remorse. … The
Most
Robert Crowe, was calling for the death
prosecutor,
So instead of claiming insanity, Darrow
penalty.
to a new medical specialty to justify his
appealed
deed: endocrinology, the science of glands
clients’
their secretions.
and
III. Methods and tools
III. Methods and tools
with hormones.
May of 1924, the city of Chicago was shocked by a
In
murder. Two precocious University of Chicago
brutal
akilogram.
III.5 Reductionism, emergence and
complexity
on the other hand, saw gangsters as
Reformers,
products of environmental factors like working
the
… . There was no clinical mystery to their behavior.
mercy of their individual biology. Science said so. …
(Tenner 2015)
internal environments has been receiving
199
III. Methods and tools
the link to the whole article, “The
Follow
Natural Born Killers”.
Original
terms: Tenner Original
Search
born killers Nautilus
natural
crime committed almost one hundred
That
ago presents perennial TOK questions
years
reductionism, the nature of scientific
about
and the human interpretation of facts.
certainty
is easy for us to look back into history and
It
people for their naivete in believing the
mock
and flawed, scientific theories
avant-garde,
their time. The more interesting concern is
of
we are vulnerable to the same mistake.
whether
can we protect ourselves against it? Is
How
anything to suggest that we have learned
there
be wiser and more intellectuallyhumble?
to
article recounts how endocrinology “was
The
powerful among medical elites as
extremely
as the laity—it appeared to hold the keys to
well
health, vitality, and actions” (Tenner 2015).
human
killers’ defence was based on the idea that
The
behaviour was determined by defects in their
their
their brain was influenced by unusual
physiology:
of hormones, in this case. This was a
amounts
assumption, underpinned by beliefs
reductionist
nature can be broken down into smaller parts,
that
know now that human behaviour is
We
more complicated than hormones, but
much
approaches are still widespread.
reductionist
reductionism is certainly not
Scientific
in itself, but it is important to notice
problematic
reductionist approaches and arguments
when
used, and to consider when they are useful
are
when misused.
and
Crick, one of the discoverers of DNA,
Francis
the following in his book Astonishing
asserted
which focused on explaining
Hypothesis,
Perhaps he was being deliberately
consciousness.
and pro vocative in this statement;
rhetorical
exactly in his words rings untrue
what
considering reductionist analyses, it is
When
looking at how boundaries are formed
worth
the upper and lower levels of analysis. For
at
when considering human behaviour we
example,
at a spectrum of levels, from DNA to neurons
look
neurochemicals all the way up to psychology,
and
and economics. Investigating outside
sociology
this range is not useful. We can speculate that
of
the atoms and molecules that made
studying
the Chicago killers’ bodies will probably not
up
anything about their actions, whereas the
reveal
in their brains, and the potential
neurochemicals
of pharmacological compounds, might.
presence
awareness of the higher levels, from what
An
be called a zoomed-out perspective,
might
reveal important information—their
can
context, their family background,
socioeconomic
books they were reading and so on—that can
the
how we understand them. Clearly, some
inform
phenomena are emergent; that is,
behavioural
come from a higher, more zoomed-out level
they
the subject in question. A mob, for example,
than
affect the behaviour of an individual in ways
can
we might not be able to predict from studying
that
would we know if we have reduced
How
too far? It can be very revealing to
something
the reductionist approach, to a point. The
follow
is of following it too far down or in the
danger
context. One can lose sight of the forest
wrong
the trees. It may well be a human impulse to
in
things to their lowest level, all the way
simplify
to an elementary force, a grand “theory
down
everything”, a quantum mechanics, that has
of
captured the attention of modern science, or
so
a God, that has so captured humankind for
of
Even the phrase “to think deeply”
millennia.
something suggests diving into its more
about
constituent parts.
fundamental
taking reductionist approaches too far, one
By
losing sight of emergent phenomena.
risks
7
‘You’, your joys and your sorrows, your memories and
your ambitions, your sense of personal identity and
free will, are in fact no more than the behavior of a vast
assembly of nerve cells and their associated molecules.
(Crick 1995)
and those smaller parts can explain the whole.
only their brain.
orincomplete?
200
Causality
science, sociology,
Political
economics
is obvious that not everything needs to be
It
down to be understood; what might be
broken
obvious is that some phenomena become
less
or unpredictable the closer you look.
invisible
his 1997 work, The Fabric of Reality, physicist
In
Deutsch describes this alternative
David
as “emergence”. The only reason
scenario
high-level sciences can be studied and
that
at all, he suggests, is because,
understood
the right circumstances, particles come
under
in a way that makes sense and can
together
analyzed, allowing us to access knowledge
be
is usually beyond comprehension. Thus
which
simplicity ‘emerges’ from low-level
“high-level
assumes that higher levels of
Reductionism
do not influence the lower levels,
organization
rather that the lower levels explain the
but
levels. This is a question of causality,
higher
reductionist logic asserts that causality
and
from small to big, as shown in Figure7.9
flows
Emergence refers to cases where it is the
below.
way around, or at least not flowing in this
other
way, but influenced instead by
straightforward
complexity.
important counterexample stems from the
An
of 18th-century naturalist Alexander von
work
(1769–1859), an incredible figure in
Humboldt
history of science. Despite the fact that more
the
in the world are named after him than
things
anyone else in the world, his full life
probably
has only recently started emerging out of
story
obscurity. Part of the renewed interest in
relative
flows from his visionary ideas about
Humboldt
interconnections and complexity in
relationships,
more progressive contemporaries
Humboldt’s
already accepting the idea that, unlike a
were
that could be taken apart into pieces
machine
reassembled, ecosystems could not be
and
this way. The relationships that
understood
whole organisms could not be broken
constituted
into parts. Humbolt took this thinking to a
up
global level: to him the one great whole of
new,
natural world was unified and everything
the
it was connected. He dedicated his life to
in
those connections, always keeping
illuminating
whole in sight, exploring the world to look
the
patterns and make observations where no
for
else had done so. Remember that it would
one
another 150 years before anyone would see
be
whole Earth for the first time. The iconic
the
Marble” image from the 1972 Apollo 17
“Blue
would go on to galvanize the modern
mission
III. Methods and tools
III. Methods and tools
Reductionism: the thesis that reality is hierarchical and that
there is no downward causation
Higher level,
zoomed-out
perspectives
Chemistry, geology, biology
the natural world.
Thermodynamics
Classical mechanics
Quantum mechanics
Lower level,
zoomed-in
The unified theory of everything (if it exists)
perspectives
A simplid modl of rdutionism
Figure 7.9
environmentalmovement.
complexity.”
Figure 7.10
“Th Blu Marbl” imag takn by th rw of
Apollo 17 (1972)
201
IV. Ethics
was the wartime head of the Los
Oppenheimer
Laboratory and a key contributor to the
Alamos
bomb, a development that has captured
atomic
ethical imagination of humankind. The
the
power that comes with and through
obvious
necessitates robust ethics. This is
science
true when modern science deals with
especially
visible ethical dilemmas as those presented
such
genetic manipulation, nuclear power and life
by
to name but a few. Consider also the
extension,
questions that arise from humankind’s
moral
on Earth in the Anthropocene, as outlined
impact
is not concerned with discerning right
TOK
wrong within science, but rather in the
from
issues involved in ethical claims. For
knowledge
whether scientists should be allowed
instance,
experiment on animals is an important ethical
to
but the TOK questions embedded into
question,
question are different: can human beings
that
interpret, compare and/or quantify the
detect,
of an animal? What tools and theories
suffering
our ability to do so, who came up with
enable
can we trust those people and what was
them,
agenda? Can the benefits to testing be
their
to this suffering? How will we know
compared
we have enough evidence to make a
when
These questions necessarily involve the
decision?
of science, but they are also inherently
practice
of knowledge, and require a different
questions
not right from wrong, but how
focus—answering
know right from wrong. In answering them, we
to
confidence that we know right from wrong.
gain
common challenge within TOK is ethical
A
the idea that ethical standards vary
relativism,
contexts because different peoples, nations
across
cultures often do not agree. Further, and
and
within science, this disagreement is
especially
by their competing strategic and
influenced
interests. Science as a tool towards
political
can be used toward those interests; and
power
have seen throughout history that when the
we
are high, the ends are somehow made to
stakes
the means. It is imperative that we are
justify
of the conceptual and quantitative tools,
aware
their shortcomings, that are used to make
and
ethical justifications.
such
ethics of science as an area of knowledge
The
be explored in two main areas: the pursuit
can
scientific knowledge and the application of
of
knowledge. Chapter 11 deals with
scientific
similar dichotomy, between research and
a
in mathematics.
application
has established traditions of integrity
Science
the practice such that “doing good
within
is nearly synonymous with “doing
science”
science”. In theory this is underpinned by:
ethical
adherence to best practice standards
•
experimental design and procedure,
of
review committees that approve or
including
research projects on ethical grounds.
deny
7
I V. E T H I C S
In some sort of crude sense, which no vulgarity, no
humour, no overstatements can quite extinguish, the
physicists have known sin; and this is a knowledge
which they cannot lose.
(Oppenheimer 1947)
IV.1 Ethics in scientific methodology
in Chapter 8.
• attention to detail
• sincere attempts at impartiality
202
are expected to explain their
Scientists
so that others can seek to
methodology
the experiment and verify the results.
replicate
process of peer review, explained in II.4,
The
plays a role in monitoring and enforcing
also
standards and in establishing scientific
these
so that we can trust the results of
credibility,
An ethical breach may apply to any
science.
of these steps, though perhaps more often
one
falsifying or selectively interpreting data.
in
careers and millions of dollars at stake,
With
practice of science should be expected to be
the
more or less honest than any other human
no
Or should it? That was a knowledge
pursuit.
exactly does TOK come in here? We
Where
start with looking for weaknesses in the
could
safeguards themselves: grant approval,
ethical
review and experimental replicability.
peer
recent years, these have been able to detect
In
cases of malpractice or misconduct
individual
varying levels. They are less effective at
to
against wider, more systematic
safeguarding
violations that appear acceptable to a
ethical
at a given time, driven by an “ends-
community
logic, but in hindsight are
justifies-the-means”
For instance, there is a gruesome
problematic.
sadly long list of experiments done on
and
subjects without their consent, typically
human
“othered’ peoples—slaves, prisoners, the
on
or mentally disabled. J. Marion Sims,
poor
to as the founder of gynaecology, was
referred
of the most famous surgeons of the 19th
one
with statues installed in his honour,
century
he openly acknowledged experimenting
but
African-American slave women without
on
His statue was recently removed
anesthesia.
Nuremberg Code was established in 1949 in
The
to experiments by Nazi researchers on
response
camp subjects. Even after the code
concentration
established, the US Public Health Service
was
with the now-infamous Tuskegee
persevered
experiment, conducted on 399 mostly
syphilis
black men, who were denied treatment and
poor
as their disease progressed, infecting
observed
examples are included here to introduce
These
question: should we expect science, and
the
to abide by the social and political
scientists,
of their time, or to strive to do better?
standards
we saw in the case study in II.3, safeguards
As
foster a scientific conservatism that, in the
can
of Richard Horton, editor of The Lancet,
words
to Duesberg’s silencing and “ideological
led
The journal Medical Hypotheses,
assassination”.
in Box 7.3, was founded on values
featured
academic freedom and pluralism, to avoid
of
the type of conservatism and group-
exactly
that peer-review systems can foster.
think
the journal has been accused of
However,
dangerous pseudo-science in the
promoting
denialism debate.
AIDS
Ethics in the application of
IV.2
knowledge
scientific
started this chapter with Oppenheimer’s
We
about how physicists working on the
quote
bomb have known sin. The nuclear bomb
nuclear
humankind’s imagination for decades
captured
the Second World War and the Cold
following
and continues to be a familiar example in
War,
concerns around scientific innovation.
ethical
engineering is another such issue. With
Genetic
to research and innovation, should we
regards
should we not? is a perennial question that
or
may never stop asking. A more
humankind
question for us is how we arrive at the
relevant
to that question. The approach for many
answer
nuclear power and genetic
issues—including
usually invoke appeals to
engineering—will
and universal laws, utilitarian cost-
morality
analyses, concerns about unintended
benefit
effects, comparisons to any alternatives and
side
of best and worst case scenarios. Each
analyses
these in turn should be explored for problems
of
knowledge. Let’s consider the commonly
of
cost-benefit analysis, the tool of choice for
used
decision-makers who are often
practical-minded
removed from the consequences of their
far
It may seem a cold-hearted logic to tally
decisions.
the costs and benefits of massive applications
up
IV. Ethics
IV. Ethics
How could science do better?
claim about the ethics of science.
from New York City.
many of their wives and children.
of destructive power, but the cost-benefit analysis
203
IV. Ethics
an essential, imperfect and widely used tool in
is
across many fields.
decision-making
cost-benefit framework rests on the
The
assumption that relevant costs and
fundamental
are knowable and, crucially, quantifiable,
benefits
an extent that allows for comparing the sum
to
of each. For example, environmental
totals
assessments, pharmaceutical research and
impact
innovation projects need to know
technological
advantages and disadvantages of their work.
the
this requires comparing impacts on
Frequently
lives in the present and the future. When
human
think about policies designed to prevent climate
we
we need to know first the value of various
change,
and then the costs of the disruption
ecosystems,
these ecosystems, versus the costs of mitigating
to
change. A third step is comparing how
climate
of this mitigation work balances against the
all
costs and benefits of adapting to it. And
relative
if all that is not challenging enough, we must
as
tolerances for uncertainty into the analyses,
build
placeholders for the known and unknown
leaving
This is a deeply complex cost-benefit
unknowns.
that requires international organizations
analysis
governments to agree on things that are
and
hard to measure, and we can see why
inherently
has been so challenging for them to come to an
it
Climate change has been described as a
agreement.
fascinating example of unpredictability is
A
the site of an unmitigated nuclear
Chernobyl,
in 1986. It was expected to be a
catastrophe
for centuries but, as it turns out, the
wasteland
there is thriving. In 2015, one article
ecosystem
that “[t]he biodiversity is higher there
stated
before the accident” (Hopkin 2015), and
than
the potential for ecotourism to the
mentioned
Other estimates suggest there are seven
area.
more wolves inside the exclusion zone
times
due to the meltdown) than outside
(created
The example of Chernobyl shows how
it.
it can be to predict the complex
challenging
emergent phenomena associated with
and
impacts, and perhaps, to end on
environmental
more hopeful note, the resilience of our natural
a
logical entry point into cost-benefit analyses
A
climate change is to quantify the social
about
of emitting carbon. How is this social cost
cost
Consider the following, published on
known?
an exercise, try a cost-benefit analysis on a
As
of your choosing, using the best available
topic
analyses are frequently used and
Cost-benefit
without due concern for their limitations,
invoked
with quantitative approximations and
and
that sometimes more closely reflect
assumptions
7
IV.3 The cost-benefit analysis
Stanford University’s website in 2015.
[A] U.S. government study concluded, based on the
results of three widely used economic impact models,
that an additional ton of carbon dioxide emitted in
2015 would cause $37 worth of economic damages.
These damages are expected to take various forms,
including decreased agricultural yields, harm to
human health and lower worker productivity, all
related to climate change. But according to a new
study, published online this week in the journal
Nature Climate Change, the actual cost could be much
higher. ‘We estimate that the social cost of carbon is
not $37 per ton, as previously estimated, but $220
per ton,’ said study co-author Frances Moore, at
Stanford’s School of Earth Sciences.
(Than 2015)
Making connections
Knowledge and politics
We should note there is no confusion about the fact
of anthropogenic climate change, or the fact that it is
already disrupting lives and ecosystems. The point
is that experts, even as of January 2020, disagree
“perfect moral storm”, as we see in Chapter 8.
the numbers in one of the most important costbenet
about
analysis of our time, and disagree by a large
That margin can be lled by the opinions,
margin.
and ideologies of competing interests,
assumptions
and is one reason why a scientic discourse
has become so heavily politicized. Rening the
cost-benet analysis, using better data and
measurement, is one route to diminishing the space
available for this politicization.
information online, to see how far you get.
environments in the face of human degradation.
204
intentions and beliefs of their estimators
the
reality. It is the uncritical acceptance of such
than
that is problematic. Also problematic,
analyses
is the disdain for, or distrust in, experts
however,
attempt cost-benefit analyses to the best of
who
ability, and the dismissal of their results in
their
11, IV.2, shows that quantitative
Chapter
for decisions, opinions and policies
justifications
carry an aura of authority that is accepted too
can
As we see in that chapter, people have
quickly.
wrongfully convicted of crimes on the basis
been
faulty statistics. The old adage, widely cited
of
often misattributed to Mark Twain, says
and
are three kinds of lies: lies, damned lies,
“There
is the inherent danger of scientific ethics:
Therein
claims to speak for the world and, in so
science
seems to be either all good or all bad. For some,
Science
is a crusading knight beset by simple-minded
science
… . For others it is science which is the enemy;
mystics
gentle planet, our feel for the just, the poetic and the
our
are assailed by a technological bureaucracy—
beautiful,
antithesis of culture—controlled by capitalists with
the
concern but for prot. For some, science gives us
no
self-suciency, cures for the crippled, and
agricultural
global network of communication; for others it gives
a
weapons of war, a school teacher’s ery death as the
us
shuttle falls from grace, and the silent, deceiving,
space
Chernobyl.
bone-poisoning
these ideas of science are wrong and dangerous.
Both
personality of science is neither that of a chivalrous
The
Chapter 4 we explore the power of metaphor
In
understanding complex ideas. Metaphors
for
values and assumptions of the cultures
carry
intellectual traditions that use them.
and
through this textbook and the TOK
Woven
is the map metaphor of knowledge, and
course
also shapes it. All of us should be aware
doing,
the knowledge issues inherent to ethical
of
claims and justifications. Every time
scientific
read something that quantifies costs and
you
or estimates that X number of dollars
benefits,
be saved or lost, remember how wrong
will
US government was, as recently as 2015, in
the
the social cost of carbon, one of the
estimating
opened this chapter with Bacon’s metaphors
We
pushing past the limits of knowledge
for
the metaphorical end of the world. Now
and
consider a more recent metaphor from
let’s
M. Collins and Trevor Pinch. They liken
Harry
scientific enterprise to a creature from
the
nor that of a pitiless juggernaut. What, then, is
knight
Science is a golem.
science?
a humanoid made by man from clay and water, with
…
and spells. It is powerful. It grows a little more
incantations
every day. It will follow orders, do your work,
powerful
protect you from the ever threatening enemy. But it
and
clumsy and dangerous. Without control, a golem may
is
its masters . . . .
destroy
is also worth noting that in the mediaeval tradition
[I]t
creature of clay was animated by having the
the
‘EMETH’, meaning truth, inscribed on its
Hebrew
is truth that drives it on. But this does not
forehead—it
it understands the truth—far from it.
mean
Pinch 2012)
(Collins,
metaphor too is not neutral. In Chapter 1
that
briefly discuss the importance of varying
we
metaphors to gain a more nuanced and
our
understanding of knowledge.
deeper
light of this, what can you say about the
In
role or power of the golem as a
usefulness,
IV. Ethics
IV. Ethics
the “post-truth” public sphere.
most important numbers of our time.
IV.4 The golem that is science
and statistics”.
Jewishmythology.
For discussion
The power of metaphor
metaphor for science?
205
8
Human sciences
chapter is about the scientific answers to questions about what it is to be human, what human
This
and differences mean, what forces shape our social reality, and what responsibilities we
similarities
towards making a better world. There is no single authoritative source or discipline that answers
have
questions, but the human sciences do manage to piece together some answers. There is certainly
these
at stake. As a result, this chapter pays particular attention to the consequences of agreement
much
disagreement in the human sciences.
and
is not surprising that, of all the AOKs, the
It
sciences have perhaps the most porous
human
disputed boundaries. Humanity is complex
and
ever-changing, and even if we focus on
and
social and cultural aspects of human life,
the
a boundary around this AOK is difficult
drawing
the interconnection of our social and physical
•
environments
the kinship and similarities among humans
•
other animals.
and
the boundaries of the human sciences
Within
are many varied disciplines: psychology,
there
anthropology, political science and so
economics,
with an even greater number of overlapping
on,
behavioural psychology,
sub-disciplines:
economics, political anthropology,
behavioural
and ethnomusicology, human
ethnobotany
and so the list continues.
geography,
I . S C O P E
because of:
• the entanglement of culture and nature
206
people realise that psychologists also take a vow,
Few
that at some point in their professional
promising
they will publish a book, a chapter or at least an
lives
that contains the sentence: ‘The human being
article
the only animal that ... ’. We are allowed to nish
is
sentence any way we like, but it has to start with
the
of us wait until relatively late in our careers to
Most
this solemn obligation because we know that
full
generations of psychologists will ignore
successive
the other words that we managed to pack into a
all
of well-intentioned scholarship and remember
lifetime
mainly for how we nished The Sentence.
us
also know that the worse we do, the better
We
will be remembered. For instance, those
we
who nished The Sentence with ‘can
psychologists
language’ were particularly well remembered
use
chimpanzees were taught to communicate
when
hand signs.
with
when researchers discovered that chimps in the
And
used sticks to extract tasty termites from their
wild
(and to bash each other over the head now
mounds
again), the world suddenly remembered the full
and
it is with good reason that most psychologists
So
o completing The Sentence for as long as they
put
hoping that if they wait long enough, they might
can,
die in time to avoid being publicly humiliated by
just
Gilbert’s words may seem comical,
Daniel
they point out the problem with defining
but
human activities: monkeys do
distinctly
whales sing, birds use fire, honeybees
business,
complex social behaviour, trees
exhibit
and share resources with each
communicate
With each discovery the list gets longer,
other.
the arguments for human exceptionalism
and
so. In fact, it is a struggle to think of any
less
that show non-humans being less
studies
than previously thought. How
sophisticated
can we justify the status of the human
then
is the body of scientific knowledge about
Why
considered by TOK to be at least as
humankind
as our knowledge about the rest of
important
natural world combined?
the
in response to these questions, Joanna
Writing
says that the distinction between the
Bourke
and the animal is not only contested,
human
“policed with demonic precision”.
but
ideas, values and practices used to justify the
…
of a particular understanding of ‘the
sovereignty
over the rest of sentient life are what create
human’
and social life. Perhaps the very concept
society
‘culture’ is an attempt to dierentiate ourselves
of
our ‘creatureliness’, our eshly vulnerability …
from
those territories not only involves violence,
Delimiting
inspires it.
but
knowledge questions arising from the
The
sciences are also significant because of
human
power of this AOK to inform policy, social
the
individual action and choice.
movements,
body of knowledge shapes the realities,
This
and behaviours it studies. In
phenomena
evidence-based decisions about how
making
organize our societies and lead our lives,
to
make significant use of knowledge from
we
AOK. We look, for example, to cultural
this
to make sense of our similarities
anthropology
differences in an increasingly interconnected
and
and to economics to guide decisionmaking
world,
in a world of finite resources, time
information. For these reasons, we must
and
attention to theory building and concept
pay
in the human sciences—and consider
formation
what extent they reflect, versus shape, the
to
the aim of the human sciences primarily to
Is
and explain patterns of human activity,
describe
make predictions about outcomes in society,
to
guide interventions and inform action, or
to
I. Scope
I. Scope
those eight words.
(Bourke 2011)
and mailing address of every psychologist
name
ever nished The Sentence with the words
who
‘uses tools’.
a monkey.
(Gilbert 2007)
reality of human experience.
something else entirely?
sciences as a separate AOK?
207
I. Scope
of an idea or theory coming from any
Think
of the human sciences that describes or
one
an important part of the human
explains
one that you have
experience—perhaps
which words you would use to
Consider
the power of this idea or theory.
describe
you say it determined, defined, shaped,
Would
or influenced aspects of the world?
affected
your answer with a partner or in a class
Share
Together or individually consider
discussion.
is called the human sciences in TOK is
What
referred to as social sciences outside of
usually
course. Both terms appear interchangeably in
this
chapter but perhaps the difference is that one
this
its starting point the human individual,
makes
other the collective society. Whichever
the
point is used, the great diversity of
starting
within the human sciences challenges
disciplines
coherence and cohesion of this AOK. Is
the
more that distinguishes rather than unifies
there
human science disciplines? Do they have
the
in common than not? Does it even make
more
to refer to them collectively as the human
sense
To explore those questions, this chapter
sciences?
at their historical origins, methodological
looks
conceptual frameworks and
approaches,
in the real world, that may justify
applications
to them collectively.
referring
quest for scientific answers, in the narrow
The
of the term, to fundamentally social and
sense
questions dates back to the Enlightenment
human
of the 18th century. What was then called
thinkers
moral sciences set out to advance freedom
the
humanity. The aim of Enlightenment thinkers
and
to produce knowledge about humans and
was
societies based on disinterested and value-free
our
To what extent does knowledge in the
1.
sciences derive its value from its
human
If knowledge in the human sciences has
3.
consequences on the world, in
material
the concepts of value, neutrality and
Keep
in mind, and trace how they come up
power
this chapter, and in the production,
throughout
and application of knowledge in
acquisition
of the main objectives of the TOK course
One
to interrogate the extent to which knowledge
is
be disinterested and value-free. Refer to the
can
debate between Hobbes and Boyle,
17th-century
the relationship between knowledge and
about
with which we open Chapter 2. It would
politics,
be until the intellectual debates of the 20th
not
that the human sciences, as the social and
century
theorist Peter Wagner argues, gained
political
independent status to provide knowledge
enough
was considered valid and useful. These
that
about the big questions of humanity
debates
sociology, psychology, anthropology and
shaped
into the disciplines we recognize today.
economics
brought doubts about the value of the
They
sciences to the surface, to be acknowledged
human
grappled with. And there was, even then, a
and
group “inclined to entirely abandon
significant
attempt to render the social world intelligible
any
the face of its complexity and lack of evident
in
(Wagner 2001). And therefore we see that
order”
starting assumption of the human sciences is
the
chapter explores some of the attempts,
This
and failures of the human sciences to
successes
with the messiness of human nature and
engage
reality.
social
8
For reflection and discussion
Explanations, neutrality and power in
the human sciences
potential for application?
Can you think of an idea or theory in the
2.
sciences that has value, but no effect
human
on the world?
encountered in your studies.
what sense can it be neutral?
Which words did you choose and why?
the human sciences.
the following questions.
that humans are knowable to themselves.
evaluation and analysis of empirical evidence.
208
case study below considers the example of
The
economics—for better or worse—has strived
how
is sometimes proclaimed the most
Economics
among the human sciences, at least
rigorous
economists. The issue of the supposed
by
of economics is our entry point into the
rigour
about the contestable boundaries
discussion
the natural and human sciences,
between
the exchange between both of them and
and
mathematics.
who believe in the rigour of economics
Some
it reflects a natural order of social reality.
think
might think this false, even bizarre,
Others
the discipline’s repeated failure to predict
given
prevent economic crises. Critics point out
and
this chasing of rigour has led to an over-
that
on abstract mathematical models,
reliance
rather than producing predictions about
which,
couple of decades. Could mathematics help
past
human sciences navigate and make sense of
the
And critics have been saying
methodology.
for several decades, but change has been
this
The 2009 global recession that wiped out
slow.
of dollars of savings, and precipitated
millions
debt crisis in Southern Europe, came just six
a
after a leading economist had proclaimed
years
the “central problem of depressionprevention
that
has been solved” (Lucas quoted in
2009). Nobel Laureate Paul Krugman,
Krugman
of the most trenchant critics among the
one
economists, has summed up as follows:
leading
economics profession went astray because
“the
as a group, mistook beauty, clad
economists,
impressive-looking mathematics, for truth”
in
2009). Why were they impressed by
(Krugman
mathematics?
as a term was devised by Paul
“Mathiness”
an Economics Nobel Laureate, who
Romer,
used it to describe a style of work
originally
“lets academic politics masquerade
that
science” (Romer 2015) by camouflaging
as
arguments in an ambiguous mix
political
words and symbols, natural and formal
of
and theoretical and empirical
language,
He argues that mathiness makes it
content.
to access and critique the economics
difficult
and gives the work an unearned
discourse,
of authority. Both of these—access and
sense
to Krugman, there are strong
According
and business incentives that propel
political
idealized vision of economies composed
an
fully rational agents—despite plenty
of
evidence to the contrary—and “fancy
of
have obscured these less-tenable
equations”
assumptions in both academia and
model
To make his long argument short,
policy.
asserts that mathiness is used
Krugman
defend faulty economics, including the
to
I. Scope
I. Scope
the complexity of the world?
to maintain its legitimacy and authority in the
Case study
Mathiness and physics envy in the
human sciences
There is an implicit pecking order among the
social sciences, and it seems to be dominated
by economics. For starters, economists see
themselves at or near the top of the disciplinary
hierarchy. In a survey conducted in the early
2000s, [David] Colander found that 77 per cent of
economics graduate students in elite programs
agree with the statement that “economics is the
most scientic of the social sciences”. Some fteen
years ago, Richard Freeman speculated on the
origins of this conviction. His assessment was
candid: ‘sociologists and political scientists have
less powerful analytical tools and know less than
we do, or so we believe. By scores on the Graduate
Record Examination and other criteria, our eld
attracts students stronger than theirs, and our
courses are more mathematically demanding’.
(Fourcade et al 2015)
authority—are significant knowledge issues.
the future, actually obscure a pseudo-scientific
neoliberal paradigm.
209
I. Scope
central cause of the profession’s failure was
The
desire for an all-encompassing, intellectually
the
Krugman and Romer have said that
Both
can conceal political arguments
mathiness
naturalistic or empirical clothing. This is
in
problematic because, in the words
especially
John Rapley, a political economist at the
of
of Cambridge, “scientists are
University
to reach their conclusions after doing
supposed
and weighing the evidence but, in
research
conclusions can come first, with
economics,
gravitating towards a thesis that
economists
their moral worldview” (Rapley 2018).
fits
these theories with mathiness can
Dressing
them more convincing, or at least more
make
to critique.
difficult
is there evidence for the claim that
But
lends the human sciences an aura
mathematics
authority, deserved or otherwise? Consider,
of
a minute, the pseudo-scientific claims,
for
by statistics, that are regularly
supported
in everything from advertising
invoked
political debates. One is reminded how
to
Thomson, a renowned 19th-century
William
known for his work on the laws
scientist
thermodynamics, had stated. “When you
of
measure what you are speaking about and
can
it in numbers you know something
express
it; but when you cannot measure it … in
about
your knowledge is of a meagre and
numbers,
implications of measurement are explored
The
section III. The success of physics and
in
in explaining our world may have
chemistry
to a perception that mathematical
contributed
have an authoritative force. Within
formulas
human sciences there is even a term for
the
“physics envy”, used to criticize the
this,
of complicated mathematics to appear
overuse
can guarantee the semblance
Mathematics
science, and sometimes that is enough
of
which a community organises its production.
by
not accidental that Adam Smith, whose work
It’s
Wealth of Nations (1776) is often seen as
The
founding text of economics, was a moral
the
Yet ever after, it was the holy grail of
philosopher.
to make their art into a science, using
economists
to uncover the codes supposedly buried in their
it
of human existence. They experimented
heart
mathematics and pondered Charles Darwin’s
with
in biology, but it would be the late
revolution
century before economics nally found a
19th
for itself. It found it in physics. But … the
model
very term ‘social science’ is probably best
the
as an oxymoron … in the 1970s, the Nobel
seen
Wassily Leontief warned against the drift
laureate
had begun in economics towards what was
that
and Romer have applied the
Krugman
critique to their community of
mathiness
economists, but it has been
professional
in other disciplines in the human
invoked
too. Steven Pinker’s book The
sciences,
Angels of Our Nature (2011) used a vast
Better
analysis to argue that the present is
statistical
most peaceful time in human history, and
the
a wide global audience including,
impressed
Microsoft co-founder Bill Gates
apparently,
the philosopher Peter Singer. However,
and
methods were publicly criticized by
Pinker’s
Taleb, an outspoken statistician, author
Nassim
professor at New York University. To what
and
could a layperson access and critique
extent
methods? How would we know
Pinker’s
Taleb is right? For those of us who are
whether
non-experts, it can be difficult
mathematical
judge who is right and wrong, when both
to
appear to hold heavy-weight academic
sides
8
to convince laypeople and academics alike.
approach that also gave economists a
elegant
to show o their mathematical prowess.
chance
(Krugman 2009)
has always been an ethical and social
Economics
its purpose being to produce the rules
exercise,
nature of human beings makes any laws
social
behaviour tentative and contextual. In fact,
of
subsequently called ‘physics envy’.
(Rapley 2018)
unsatisfactory kind.”
more rigorous.
210
But an even bigger danger would
credentials.
to throw our hands up in defeat.
be
would also be dangerous to disregard the
It
of mathematical reasoning and clearly
benefits
balance needs to be struck in the human
a
Romer states the following.
sciences.
other side of the discussion should not
The
neglected. There are disciplines such
be
econophysics and social physics that
as
blur the boundaries between
effectively
natural and human sciences, using
the
tools inspired by physics to
mathematical
and explain human behaviour
understand
interactions in crowds, markets and
and
complex social systems. The term
other
was introduced by H. Eugene
“econophysics”
following his observation that a very
Stanley,
number of papers on stock markets were
large
of Income & Wealth Distributions. His
Econophysics
not a one-o example; the list of physics-trained
is
the arrival of “big data”, social scientists
With
hoping that analyses of huge market
are
powered by statistical tools and
datasets,
learning, will reveal insights about
machine
behaviour. Whether these insights
human
generalized into human laws remains to
canbe
example, financial economics has been
For
particular focus for quantitative research
a
by physics, but behavioural economics
inspired
not. Some of the criticisms voiced by
has
and Krugman allude to the fact that
Romer
methods may have spread too far,
quantitative
quickly and without enough consideration,
too
may well be a reflection of their success,
which
failure. It would also be a mistake to
not
economics as too “mathy” or anything
describe
because, as we have seen, it is not a
else
discipline but a field consisting
monolithic
varied subdisciplines with considerable
of
of methodology.
differences
I. Scope
I. Scope
Counter-claim
A number of disciplines have wholeheartedly
embraced mathematical tools and applied models
Making connections
from physics to economic problems.
For example, the physicist Bikas Chakrabarti
Understanding statistics as a layperson
The opaqueness of the statistics behind knowledge
has applied the kinetic theory of gas to models
of markets, and co-authored a book entitled
claims becomes an ethical issue when these claims
are made in law, health or other domains of human
decision-making with signicant consequences.
Chapter 11 explores knowledge issues with the use
economists is too long to provide here, and includes
luminaries such as Jan Tinbergen, the rst ever
of statistics in section IV.
recipient of the Nobel Prize in Economics, and widely
considered one of the most inuential economists
of the 20th century.
If the participants in a discussion are committed
to science, mathematical theory can encourage a
unique clarity and precision in both reasoning and
be seen.
communication. It would be a serious setback for
our discipline if economists lose their commitment
to careful mathematical reasoning.
(Romer 2015)
written by physicists.
211
I. Scope
idea of describing society using the laws
The
physics and biology is not new. Henri de
of
1803 book, Lettres d’un habitant
Saint-Simon’s
Genève à ses contemporains, did just that.
de
student and collaborator was
Saint-Simon’s
Comte, the philosopher widely
Auguste
as the founder of sociology, who
regarded
social physics as “that science which
defined
itself with social phenomena,
occupies
in the same light as astronomical,
considered
chemical, and physiological
physical,
that is to say as being subject to natural and invariable laws, the discovery of which
phenomena,
Saint-Simon and Comte, it was statistician Adolphe Quetelet who, in 1835, wrote a book
After
Essay on Social Physics: Man and the Development of his Faculties, which describes using
entitled
probability to model society. A commonly told (and possibly apocryphal) story has
mathematical
that Comte invented the term “sociologie” (sociology) in response to Quetelet’s appropriation of
it
20th-century researchers including the geographer Reino Ajo and astrophysicist John Q.
Later,
used gravity models to show the distribution of social interactions. There is also the
Stewart,
model of trade, which builds a model of bilateral trading relations on the laws of gravity.
gravity
would seem a curious proposition to equate the trading behaviour of people in different
It
to the relationship between massive objects. However, the gravity model of trade is
countries
considered an empirical success, accurately predicting trade flows between countries
generally
we see that mathematics in the human sciences is neither a recent nor necessarily problematic
So
But in the past 20 years, a very large number of social science papers have used
invention.
mathematics. Contemporary academics have written books on the subject,
physics-inspired
the simply named Social Physics, by MIT professor Alex Pentland, and The Social Atom,
including
are coming to realize that human
“We
is determined as much by the
behaviour
of our culture as by rational,
patterns
thinking. These patterns can
individual
described mathematically, and used to
be
accurate predictions.” (www.endor.
make
assertion is that knowledge about
Pentland’s
behaviour can be used to describe,
human
and predict phenomena. To what extent
explain
you agree? What are the strengths and
do
of the different human sciences
weaknesses
this?
towards
8
Box 8.1: Applying natural laws to human behaviour
is the special object of its researches” (Comte quoted in Iggers 1959).
the term “social physics”, because Comte did not agree with his statistics.
for many goods andservices.
by Mark Buchanan, editor of Nature magazine.
For discussion
Knowledge used to describe, explain or predict
Alex Pentland, a professor at MIT, writes:
com/social-physics)
212
human sciences grapple with questions
The
have profound social implications. These
that
are based on facts and assumptions
disciplines
the ways in which all humans are the
about
about our set of shared characteristics, and
same,
essential uniformity underlying all human
the
This is not a stable set, and over time
variation.
have been added to and taken off the list.
items
the assumption of human sameness on
Without
fundamental level, could there be a legitimate
a
for the human sciences to make universal
basis
about human nature? Based on this
claims
of human sameness, psychologists
assumption
economists make claims that apply to all
or
about how memory works or how we
humans
choices.
make
it is not uncommon for the set of
Interestingly,
similarities to be described as human
human
women animals?” This was the title of a
“Are
published in 1872, by an author we know
letter
by the name she signed off with: “An
only
Englishwoman”. She was protesting
Earnest
unequal treatment of women under British
the
women were not seen as fully human and
law;
not equal to nor part of “mankind”.
therefore
a few decades earlier, the legal system had
Just
protections for animals’ from cruelty,
increased
the same protections were not in place for
but
The Earnest Englishwoman’s plea was
women.
raise the status of women by subsuming
to
in the legislation protecting animals
them
fromcruelty.
letter was satirical, of course, but draws
The
attention to how scientific claims about
our
influence ideas about political
humanness
and equality. The boundary
personhood
the concepts “human” and “animal”
between
been affected by political as well as scientific
has
whereas the set of human differences is
biology,
described as human culture. Why do you
often
thinkers and researchers have insisted
Recently,
nature versus culture is a false dichotomy.
that
have been mostly unsuccessful at
Scientists
nature and culture, whether by
disentangling
nature from ideology and politics, or
extracting
guarding culture from claims about genes
by
neurotransmitters. Donna Haraway offers
and
term “natureculture”, signalling that these
the
domains, and therefore our knowledge
two
them, are inseparable. Box 8.2 explores
about
interconnected worlds of biology, culture,
the
and politics.
history
Earnest Englishwoman wrote at the
The
of one such debate, with Charles
height
“Expression of the Emotions in Man
Darwin’s
Animals” appearing in the same year.
and
(the capacity to feel) was receiving
Sentience
as a demarcation criterion for the
attention
question. The belief at the
human-animal
that not all humans are equally capable
time
suffering was influenced by the idea of a
of
chain of being”, a hierarchy ranking
“great
matter and life forms from highest to
all
which had been very influential for
lowest,
millennia of Western thought. The “chain
two
feeling” inspired by it was much shorter,
of
placed “civilized men” at the high end,
and
“savages slaves, and animals” at the
and
end. Before we continue with this story,
low
to keep in mind how these ideas
remember
theories were constructed, and what we
and
do to guard against believing modern-day
can
II. Perspectives
II. Perspectives
I I . P E R S P E C T I V E S
think this is the case?
Box 8.2: An unnatural history of the politics and science of pain
falsehoods.
ideas and debates.
213
who had been placed at the ‘lower’ end of the Chain of Feeling paid an extremely
“People
price for prejudices about their ‘inability’ to feel … slaves and ‘savages’, for instance,
high
routinely depicted as possessing a limited capacity to experience pain, a biological ‘fact’
were
conveniently diminished any culpability among their so-called superiors for acts of abuse
that
voyeuristic curiosity, travellers and explorers often commented on what they regarded
With
exotic responses to pain by indigenous peoples. …
as
sciences placed great emphasis on the development and complexity of the brain and
Racial
As the author of Pain and Sympathy (1907) concluded, attempting to explain why the
nerves.
could ‘bear physical torture without shrinking’: the ‘higher the life, the keener is the
‘savage’
of pain’.” (Bourke 2014)
sense
terms: Bourke
Search
won’t hurt a bit
This
logic did not progress very far. The label of
This
applied to non-European peoples for
inferiority
insensitive bodies could also be applied to
their
for exactly the opposite reason: extreme
women
that women occupied the highest place
believe
the hierarchy. To resolve the contradiction, a
in
between pain perception and pain
distinction
emerged. It explained that “hysterical”
reaction
exaggerated response to pain was
women’s
evidence of inferiority.
further
offers two examples from the clinical
Bourke
of the time, showing how prejudices
literature
into analyses that were supposedly
crept
value-free.
does not always follow that because a patient bears what appears to be a great amount
“It
pain with remarkable fortitude, that that individual is more deserving of credit or shows
of
self-control than the one who does not; for it is a well-established fact that pain is not
greater
to the same degree by all individuals alike.” (Finney quoted in Bourke 2014)
felt
8II. Perspectives
inflicted on them. …
Follow the link to read the whole article.
New Statesman
sensitivity. And certainly, no one wanted to
214
savage probably suffers less than a civilised man from any given injury, and hence may
“[A]
more fortitude. An hysterical woman probably does not suffer more than one with a
display
healthy nervous system, but she complains more loudly, for she has her feelings in all
more
less under control. Race appears to exercise an influence in pain; some of the native races
things
India appear to suffer far less than Europeans under surgical operations of a similar kind.”
of
“The Science and Art of Surgery” 1884, quoted in Bourke 2014)
(Treatise:
thus, the science of pain placed
And
men firmly at the top of the great
European
of being. The gender, race and level of
chain
of people both decided and was
“civilization”
issue of under-treatment for pain among
The
and minority groups continues to affect
women
today, almost 150 years after the Earnest
patients
letter. That is almost exactly as
Englishwoman’s
as we have known about endometriosis,
long
example, a painful condition affecting 10% of
for
Given its history, is it possible to approach
1.
as a purely scientific question?
pain
What kinds of knowledge about pain, science
2.
politics are necessary to find a way
and
What examples can you think of that show
3.
politics and history affect theories in the
how
of the central enquiries in the human
One
has been to make sense of our
sciences
human variation, and to sort our
astounding
and differences into meaningful
similarities
Much of theory-building and
categories.
formation in this AOK has been
concept
towards explaining phenomena
directed
on a spectrum of human similarity and
found
In turn, scientific claims about their
logic.
of sentience affected whether they would
level
considered full members in the category
be
beings”, with huge political and social
“human
Emile Durkheim, who was among
difference.
first academic sociologists, argued that: “[to
the
a complete understanding of any social
gain]
we have to understand why it
phenomenon
into existence in the first place (its causes
came
origins) and the reason it goes on existing
and
II. Perspectives
II. Perspectives
determined by their position in fool-proof
consequences.
For ref lection
Treatment of pain
women that is still poorly diagnosed.
Consider these questions.
forward?
human sciences today?
(its effects or functions)” (Durkheim 1895).
215
explore perspectives on the existence and
We
of various phenomena, from evil to
persistence
to money, in the remainder of this
adolescence
section.
societies and human sciences over time
Different
placed, moved and removed definitions
have
what is considered normal behaviour
about
what is seen as unacceptable, undesirable
and
deviant behaviour. One challenge with
or
“normal” has been that no established
defining
for determining the normal ranges exist
criteria
many sociological phenomena, unlike in
for
study of disease. Researchers in the human
the
have used statistical distributions to
sciences
imprecise lines where normal behaviours
draw
and abnormal, deviant or pathological
end
begin. Others, following Durkheim’s
ones
have focused on social norms to
example,
the distribution of traits and behaviours.
explain
this view, normal is seen as conformity
In
a conventional standard that arises when
to
and “average” behaviours become
repeated
for members of the group to strive
desirable
Another view simply says that normal
towards.
and characteristics are those that humans
traits
evolved through natural selection. When
have
encounter claims made about normal and
we
behaviour, traits or acts, we should keep
deviant
mind that they are made against a backdrop
in
deep disagreement among experts and
of
ideas about normalcy and deviance, however
Yet,
continue to play significant roles in our
tentative,
lives, used to guide our own behaviours
daily
judge those of others. A moral equivalence
or
“normal” with “good” means that the labels
of
“deviant” or “pathological” can
“abnormal”,
stigmatizing and marginalizing effects.
have
how they have been applied in the
Consider
of neurological diversity or sexual
context
orientation.
explore the making of claims regarding
To
let’s look at an example from the
normalcy,
of the Second World War about the
aftermath
capacity to do evil and be evil. What
human
of this capacity is normal for people? Can
level
get better at identifying and predicting for
we
human trait? Events of the war cast serious
this
on many previous beliefs, and researchers
doubts
many disciplines focused on these questions
in
again. Among them was Hannah Arendt
once
based on the war crimes trial of Adolf
who,
coined the term “the banality of
Eichmann,
She, like the rest of the world, may have
evil”.
Eichmann to be a confronting picture of
expected
pathology, but found that rather than
individual
in any obvious way sadistic, demonic or
being
he appeared and acted “terrifyingly
monstrous,
(Arendt 2006).
normal”
about the same time that Arendt wrote these
At
psychologist Stanley Milgram carried
words,
what became the foremost study on how
out
to authority can motivate behaviour
obedience
to one’s personal conscience. It was the
contrary
to Arendt’s eloquent description of evil.
evidence
findings were harrowing: 65% of participants,
The
that they were assisting an experiment on
believing
administered a lethal electrical shock to
learning,
“learner” when instructed to do so by a figure
the
authority. The “learners” in the experiments
of
actors, and were of course unharmed, but the
were
1971 another psychologist, Philip Zimbardo,
In
his famous Stanford Prison experiment,
with
to the evidence for the claim that evil is
added
by larger societal forces, rather than an
unleashed
studies by Milgram and Zimbardo would
The
on to become two of the most famous
go
in psychology. Suspicion stalks
experiments
so these experiments have been subject
fame,
scrutiny for decades, and largely withstood
to
probes into their methods and results.
sceptical
the opening of archives and the
However,
of new material in the past couple of
surfacing
especially regarding the Stanford Prison
years,
have caused new doubts and raised
experiment,
8II. Perspectives
II.1 The trouble with normality
results sent shocks out into the world.
constantly shifting standards.
individual’s wicked heart.
new questions about these conclusions.
1960s. A deep questioning was underway in the
216
Figure 8.1 “Guards” and their “prisoners” during the experiment conducted at Stanford University
prison experiment was described
Zimbardo’s
Twitter as “antiscientific” by psychology
on
Simine Vazire, after new evidence
professor
that the experimental design and
revealed
may have been quite poor and
execution
by investigator bias. The
compromised
has lost some of its landmark
experiment
and its legacy poses familiar questions,
status,
was referring to an article by Ben Blum, which
Vazire
excellent TOK reading.
is
What is an appropriate response when
•
knowledge is shown to be
established
How do we best separate the personality and
•
of the researcher from the research?
reputation
What is the responsibility of professors and
•
in the process of knowledge sharing
teachers
terms: Blum
Search
lifespan of a lie
The
the link to read the article and then discuss the following questions with a partner, in a
Follow
group or as a class.
small
1. How might the beliefs, interests and experiences of researchers affect their research?
2. What kinds of checks are necessary to ensure the integrity of the results and conclusions of
3. How should we guard against being too quick to accept scientific theories that align with the
II. Perspectives
II. Perspectives
controversial?
and transfer?
such as the following.
For discussion
Integrity in research
research?
cultural climate of the time?
217
II. Perspectives
allegations of scientific misconduct in
The
Stanford Prison experiment, and the
the
concerns about Milgram’s
methodological
experiments, are part of a big
obedience
of the reliability of psychology’s
re-evaluation
findings. We explore more of
best-known
in III.6. It may come to be known as the
this
scientific controversy of the 2010s, but
biggest
at this scale in a discipline is
self-questioning
unprecedented. As II.2 below explains,
hardly
about a quarter of a century a debate ragedin
for
that spilled beyond academia to
anthropology
Mead was the most famous
Margaret
of the 20th century. Indeed,
anthropologist
the time of her death in 1978 she had
by
synonymous with the field of cultural
become
She was the “Mother to the
anthropology.
according to Time magazine (1969), and
World”
of the Presidential Medal of Freedom,
recipient
highest civilian honour in the United
the
Taking visible positions in society and
States.
civil rights, gender equality and
championing
justice, she went beyond the call
environmental
academic duty to become a public icon. Mead
of
the standards for what it means to be a public
set
and was widely considered as
anthropologist
of the greats of the discipline already during
one
lifetime. Then there was controversy, as
her
it was major news in 1983, ve years after her
…
when Derek Freeman, a New Zealand-born
death,
published Margaret Mead and Samoa:
anthropologist,
Making and Unmaking of an Anthropological
The
a slashing attack criticizing Mead’s near-iconic
Myth,
as deeply awed if not deliberately distorted
study
promote ideas that had as much to do with her own
to
on sex and with American culture of the 1920s
views
the publication of Freeman’s book, an
Before
appeared on the front page of the New
article
taking an interest in the controversies of
media
narrow academic field. The episode became
a
divisive and exposed ideological fault
deeply
in academic anthropology as well as in
lines
Could it be that the power of culture
society.
shape human behaviour had been hugely
to
Figure 8.2 Margaret Mead dressed in traditional clothing during
attack on Mead’s anthropology also
Freeman’s
the liberalism and feminism of her
threatened
work. To understand why, we need a basic
civic
of the conflicting knowledge
understanding
that were made. Mead’s Coming of Age
claims
Samoa (1928) was a key development in the
in
debate. It claimed that while
nature-nurture
puberty was universal, the turmoil
biological
adolescence often said to accompany it was
of
product of culture. Mead offered a range
a
evidence for this, but there was one major
of
for many, and especially for Freeman.
concern
described Samoa as a sexually liberal
Mead
and claimed that this made puberty
culture
harmonious for young Samoans as
more
to their rebellious American peers.
compared
8
overstated for half acentury?
attract intense public interest foryears.
II.2 Of heroines and heretics
her time in Samoa
explained by anthropologist Paul Shankman:
as with adolescence in Polynesia.
(Shankman 2009)
York Times anticipating it, which showed mass
Freeman challenged this description of Samoan
218
the evidence it was based on and
culture,
conclusions drawn from it. His critique
the
severe on both Mead’s methodology
was
integrity: he painted her as a young
and
fundamentally misunderstanding
ethnographer
of the culture she was studying, selecting
aspects
that suited her and generalizing her
evidence
too far. He also claimed that Mead
conclusions
tricked into believing stories of sexual
was
by her female informants, who were
escapades
fact joking. Of course, Margaret Mead was not
in
to respond.
around
debate raged for years. Some were and
The
convinced by Freeman, and even
remained
refer to the episode as an exposé and
today
necessary corrective of the anthropological
a
that cautions us against inflating
record
reputations of iconic intellectuals. The
the
of anthropology was confronted with
field
disagreements about standards of
deep
thesovereignty of analysis, the
evidence,
of interpretation and the
disinterestedness
of contested methodological rigour and
Issues
integrity are explored in different
professional
throughout this chapter. What is
contexts
about this example is that it draws our
important
also to the dynamics of the encounters
attention
Western researchers and colonized
between
Indigenous Peoples. This is what makes
and
episode relevant today beyond the topic of
this
history. A lot has been said about
anthropological
and Freeman, but what of the Samoans
Mead
launched these anthropologists’ careers?
who
the controversy scrutinized what we know
While
human culture and biology, and how we
about
it, the Samoans at the centre were largely
know
anthropological literature is riddled with
The
of representation. In some ways it is
problems
central problem of the discipline. If Mead
the
right that culture so powerfully shapes
was
then we must pay special attention to
societies,
cultures of academic and other knowledge-
the
institutions. We see this influence
producing
students start sounding like the people
when
that echoing in our voices are the
anthropology
of our ancestors. To honour the diverse
voices
in which anthropology is being practised
ways
projects such as the Decanonizing
globally,
syllabus offer neglected but
anthropology
alternatives to mainstream texts.
deserving
this might be of particular interest to
While
of anthropology, the lesson for TOK
students
terms: site: footnotesblog.
Search
Decanonizing
com
learners and knowers, we are personally
As
for the knowledge we have
responsible
do not have, as we move on to II.3,
and
the acquisition of knowledge in the
exploring
about one discipline in the human
Think
that you study.
sciences
Who are the influential thinkers that have
1.
the discipline?
shaped
whether and how your
Consider
of this discipline has been
understanding
by the particular set of thinkers or
shaped
you have been given access to.
ideas
(a) Do you have a responsibility to seek
2.
historically underrepresented
out
What value, for your own knowledge
(b)
this discipline, do you see in such
of
If you were to seek out historically underrepresented
3.
perspectives, where would
start, and what questions would
you
ask? you
expand on this issue in III.1 with an
We
of who the humans are in the
examination
II. Perspectives
II. Perspectives
humansciences.
For reflection
Who is represented by the human
validity of conclusions.
sciences?
perspectives?
left out of the conversation.
an exercise?
human sciences.
they study. It is, after all, one of the lessons of
219
we look at the simplifications that are
Here
necessary in the teaching of disiplinary
often
to students or the general public.
knowledge
their early encounters with new disciplines
In
receive simplified explanations of the
students
causes, origins, effects and functions
complex
phenomena and concepts. The idea is that
of
extended study, the nuance will appear
through
the complexity will emerge. This is not
and
to the human sciences, and we explore
unique
a world without money. How would
Imagine
exchange things and get what they
humans
You might imagine people trading things
need?
different things: four eggs for a bottle of
for
two cows for a horse. Pursue it further and
milk;
we find that this system of exchange,
quickly
barter, is inefficient and inconvenient;
called
example, when you need to exchange half
for
horse for a donkey, without killing the horse.
a
or later someone, somewhere, so the
Sooner
goes, has the idea of money. Given this
story
money might even seem inevitable.
story,
has been a feature of economics
Barter
since the advent of the modern
textbooks
right up to the present day, usually
discipline
as the way of things in “simple, early
described
until someone invented money
economies”
1999). We checked a number of IB and
(Randall
economics textbooks and found
undergraduate
every one of them described barter in early
that
societies. The story of barter has
pre-modern
told and retold for a long time, perhaps
been
it neatly presents pre-money economic
because
as problematic.
exchanges
Smith described it as “higgling,
Adam
swapping, dickering”—so eventually
haggling,
came along to free us from these
money
problems.
this story about barter is a myth.
However,
example of a barter economy, pure and
“No
in Chapter 7, II.5. Unacknowledged
genetics,
uncorrected simplifications can lead to
and
example below refers to how, in explaining
The
complex origins of money, textbooks
the
us to an economic fairy tale of “simpler
refer
of the past. We invite healthy
societies”
whenever simple societies are
scepticism
as the key to understanding complex
presented
Keep in mind whether there is a
phenomena.
between simplicity and accuracy, and
trade-off
this may affect the acquisition and transfer
how
knowledge.
of
has ever been described, let alone
simple,
emergence from it of money,” wrote
the
Humphrey, anthropology professor
Caroline
Cambridge University, decades ago (1985).
at
sociologists, anthropologists and
Numerous
economists agree: the ethnographic
political
does not support the story. When there
record
a record, barter almost exclusively occurs
is
strangers or enemies (that is, between
between
who share no relationship); or, later,
people
people who were accustomed to
between
but could not use it for some reason,
money
as hyperinflation or shortage. What is
such
not only is there no evidence for the
more,
of barter, there is plenty of evidence
myth
it. David Graeber, anthropology
against
at the London School of Economics,
professor
as follows.
writes
fact, our standard account of monetary
“In
is precisely backwards. We did not
history
8II. Perspectives
II.3 Simplicity and accuracy: The
textbook problem
significant problems of knowledge.
an example from natural sciences, in Mendel’s
Box 8.3: The myth of barter, the inevitability of money and our moral imagination
220
with barter, discover money, and
begin
eventually develop credit systems.
then
happened precisely the other way
It
The reason that economic
around.…
now begin with imaginary
textbooks
is because it has been impossible
villages
talk about real ones. Even some
to
have been forced to admit
economists
Smith’s Land of Barter doesn’t really
that
The question is why the myth is
exist.
has this myth been perpetuated for
Why
long? The issue before us presents a rich
so
of knowledge claims, questions and
study
Does the myth of barter support
implications.
myths, mainly the inevitability of money?
other
assuredly, it displaces the important
More
of gift and casual credit economies.
histories
the nature and popular understanding
Indeed,
tells how one day, after coming home hungry
Freuchen
an unsuccessful walrus-hunting expedition, he
from
one of the successful hunters dropping off several
found
pounds of meat. He thanked him profusely.
hundred
man objected indignantly: ‘Up in our country we
The
human!’ said the hunter. ‘And since we are human
are
help each other. We don’t like to hear anybody say
we
for that. What I get today you may get tomorrow.
thanks
here we say that by gifts one makes slaves and by
Up
one makes dogs.’
whips
last line is something of an anthropological
The
and similar statements about the refusal to
classic,
barter myth naturalizes a calculating,
The
pro quo version of human nature,
quid
“it possible to imagine a world that
making
nothing more than a series of cold-blooded
is
says Graeber (2011). The risk is
calculations”,
alternative systems of exchange slowly
that
it would be an absurd mistake to
But
the ills of our economic systems
attribute
the impersonal, acontextual, intertemporal
towards
logic of money; bought and soldby
and investors far-removed from the
traders
enforced by watertight legal contracts
debtors,
asset-seizure, and almost never, ever
and
forgiven.
may not be a coincidence that the governing
It
of many economic models
assumptions
hold onto the myth of the rational
similarly
maximizing their profits and benefits.
human,
is a very different understanding and
This
of debt, and human life, than what
reality
not very long ago. Let’s contrast this
existed
a story provided by Graeber, recounting
with
Freuchen’s encounter with an Inuit
Peter
from Greenland. Whether lyrical
hunter
literal, the story reveals another form of
or
that is entirely different from the
exchange
credits and debits can be found throughout
calculate
anthropological literature on egalitarian hunting
the
It’s not that [the hunter], like untold millions
societies.
similar egalitarian spirits throughout history, was
of
that humans have a propensity to calculate.
unaware
he wasn’t aware of it, he could not have said what
If
did. Of course we have a propensity to calculate.
he
have all sorts of propensities. In any real-life
We
we have propensities that drive us in several
situation,
contradictory directions simultaneously… .
different
real question is which we take as the foundation
The
our humanity, and therefore, make the basis of our
of
the supposed misguided acceptance of
to
and money, and to lament our lost and
barter
past. The point being made here
romanticized
that the way things are is not the way they
is
to be, that by examining the building
have
of our knowledge, and undoing the
blocks
and taken-for-granted falsehoods, we
myths
imagine a different future, and begin to
can
II. Perspectives
II. Perspectives
perpetuated anyway.” (Graeber 2011)
“quid pro quo” of barter.
of credit, and debt, has shifted over time
civilization.” (Graeber 2011)
disappear from our perceived possibilities.
work towards it.
221
II. Perspectives
III. Methods and tools
8.3 shows one of the foundational stories of
Box
being disputed by other disciplines
economics
To what extent is this kind of disagreement
1.
different disciplines desirable?
between
Which factors determine whether it
2.
unproductive?
becomes
following words of wisdom and warning
The
Wade Davis conclude this section.
from
we drift towards [a] blandly amorphous generic
as
view not only would we see the entire range
world
about human nature and societies
Explanations
come from the human sciences tend to be
that
as having authority and legitimacy. This is
seen
we believe there is something about the
because
through which they are produced
methodology
warrants it. This section takes a closer
that
at the knowledge production practices,
look
methods and tools used by the different
the
and their associated challenges
disciplines,
strengths.
and
human sciences study human phenomena
The
the goals of understanding and
towards
Would you say it is useful for students
3.
critically explore and understand the
to
assumptions of a discipline before
founding
on to acquire knowledge in that
going
Does having more knowledge in a
4.
make it easier or harder to
discipline
the assumptions on which it
question
built? was
and preserving a plurality of
Cultivating
in the human sciences keeps alive
perspectives
kind of moral imagination. Davis warns that
a
is being impoverished by the promotion
this
narrow and singular interpretations of
of
nature.
human
patterns of activity, making
explaining
about outcomes and guiding policy
predictions
As an AOK, this study can
interventions.
impact human life in the present and
profoundly
However, in the last decade there has
future.
a growing awareness, particularly within
been
behavioural sciences, that only a very small
the
of humankind is being systematically
section
a 2003–07 study “of the top psychology
studied:
found that 96% of subjects were from
journals
industrialized countries—which house
Western
12% of the world’s population” (Henrich
just
al 2010a). There is even a WEIRD acronym for
et
Western, Educated, Industrialized, Rich and
it:
As well as forming the acronym,
Democratic.
authors contend that “weird” is an accurate
the
8
For ref lection
Critical explorations
discipline?
in the human sciences.
the human imagination reduced to a more narrow
of
of thought … we would wake from a dream
modality
day having forgotten there were even other
one
possibilities.
(Davis2003)
I I I . M E T H O D S A N D T O O LS
III.1 Who are the humans in the human
sciences?
222
: “WEIRD societies … are some of the
description
psychologically unusual people on Earth”
most
et al 2010b). Why did so many scientists
(Henrich
WEIRD was normal?
assume
8.2 shows the distribution of the studies
Figure
in Psychological Science in 2017: 93%
published
2003 and 2007, 96 per cent of experimental
Between
in the leading psychology journals were
volunteers
68 per cent of papers relied exclusively on US
WEIRD;
and in the prestigious Journal of Personality and
subjects;
Psychology, 67 per cent of total subjects were US
Social
students. ‘Many elds have a model organism
psychology
they study … A lot of medicine is done with mice, a
that
of genetics is done with fruit ies. And in psychology,
lot
studies of children and development are from
Most
‘with the time, resources and motivation to
families
human sciences are predicated on the
The
that people are similar enough
assumption
allow for generalizations about human
to
But how similar are we? What are the
behaviour.
of generalizing and universalizing
implications
results of these studies, based on the
the
of US undergraduate students, to the
behaviour
of humankind? Fortunately, this is not just a
rest
from countries coloured blue on the map.
came
blue shows the United States; the mid-
Dark
shade shows Anglophone colonies with a
blue
majority; light blue is used
European-descent
Western Europe. The regions are sized by
for
(data from Hruschka 2018).
population
their infant to participate in a development
bring
at a university laboratory’, as Anne Fernald
study
Stanford University wrote in her response to the
of
paper. These are, she pointed out, ‘even less
WEIRD
than the college students who predominate
diverse
studies with adults’. At the 2010 International
in
on Infant Studies, less than one per cent
Conference
the 1,000 presentations included participants from
of
families, even though they make up
disadvantaged
per cent of children in the US.
20–40
that the answer is “No, WEIRD is weird
evidence
and in fact may “represent the worst
indeed”,
on which to base our understanding
population
homo sapiens” (Henrich et al 2015).
of
results based on this subset to
Extrapolating
populations around the world is not only
other
suspect, it can also have damaging
scientifically
consequences, as discussed in III.2.
real-world
III. Methods and tools
III. Methods and tools
Figure 8.3
Distribution of studies published in Psychological Science in 2017. The map is distorted to reect relative population sizes.
Source Hruschka (2018).
the model organism is the American undergraduate. …’
(Colvile 2016)
rhetorical knowledge question because we have
223
III. Methods and tools
lack of diversity in these studies is
The
because Western scientists have
surprising
for centuries how the environment
wondered
behaviour. John Locke’s “tabula
influences
question—that human beings are a “blank
rasa”
at birth and develop almost exclusively
slate”
environmental influences—was posed way
from
in 1690. Victorian polymath Francis Galton
back
added to that question with nature
famously
nurture, a debate that influenced human
versus
well into the 20th century. If the idea of
scientists
has been examined for so long, how did
nurture
answer requires looking closely at how
The
is produced. Research is constrained
knowledge
funding, and the easiest, cheapest and most
by
volunteer subjects tend to be campus
willing
Repeating a study in the
undergraduates.
world is expensive and more difficult to
real
and academic life is highly competitive,
control;
those who publish frequently, quickly,
rewarding
generalizable findings. In contrast, crosscountry
with
studies can take years.
The temptation is to generalise and
undergraduate.
… I don’t think it’s necessarily a problem
universalise
study the American undergrad, to the extent
to
you limit your conclusions to the American
that
The problem is when we don’t limit our
undergrad.
and start saying: ‘This behaviour is
conclusions,
of human nature, and evolved on the African
part
millions of years ago.’ And that’s where
savannah
WEIRD issue is embedded in a wider
The
that includes the replicability crisis,
context
in III.4, in which scientists “have
discussed
uncomfortably aware that many
become
results do not hold up: not just in other
flagship
but full stop” (Colvile 2016). There
cultures,
a need for larger sample sizes and more
is
studies, which in turn requires even
repeat
subjects, of which the WEIRD campus
more
is certainly the most convenient.
undergraduate
may explain why, even though attention
This
first drawn to the WEIRD bias in 2008,
was
situation as of 2020 has not significantly
the
Many studies still do not even include
improved.
about which nation or region
information
participants are from, or, if the subjects
the
US undergraduate students, their ethnic
are
A 2018 analysis revealed not a
backgrounds.
study sampled people from Africa, the
single
East or Latin America, concluding “the
Middle
of cultural diversity in psychological science
lack
well established … however … therehas been
is
are also wider, more ideological thrusts
There
the WEIRD bias that do not point to
to
or carelessness as the main cause.
arrogance
gave us the idea that
TheEnlightenment
can be “one great big brotherhood
humankind
man”, while the fallout from eugenics and
of
violence committed in the
racially-motivated
century may have made Western academic
20th
and institutions less inclined to
traditions
human differences, and more inclined
explore
focus on (and assume) human similarities.
to
there is the broader 20th-century
Finally,
within the sciences to seek simplicity—
trend
rules, theories of everything—
fundamental
from the perceived surface-level
distilled
of the cosmos. That complexity may
complexity
from across the human sciences
Scientists
found considerable variation both within
have
populations and between them. It
human
generally misleading and patronizing to
is
groups of people “as” something—
stereotype
risk averse, as honest, as cooperative, for
as
whatever that characteristic is. Is it
example—
better, however, to assume that different
any
are highly similar? Experimental
populations
have found population-level
findings
in diverse domains such as visual
differences
ideas of fairness, cooperation,
perception,
8
scientists forget to program it into their research?
little action in response” (Rad etal 2018).
get publicity, and tenure, for fascinating truths
You
the human condition, not about the US
about
be more than skin deep.
III.2 Implications of WEIRD research
we’re making a really big leap.
(Colvile 2016)
224
reasoning, moral reasoning and the
spatial
of IQ (Henrich 2010). Have uncritical
heritability
about human sameness enabled
assumptions
universalization of results based on WEIRD
the
theory is an influential theory
Attachment
the study of infant behaviour and
in
with its most important tenet
development,
that an infant needs a secure relationship
being
at least one primary caregiver to properly
with
social and emotional competence.
develop
simply, it is a theory on how to raise
Stated
When ideas about what is and is
children.
good parenting acquire universality, they
not
become the basis of moral judgment. A
can
about developmental psychology
question
becomes an ethical question: being a
therefore
parent becomes equivalent to being a bad
bad
and entire groups of people have been
person;
attachment theory applies in
Whether
cultures has been debated for
different
its proponents argue that the
decades;
differences are relatively minor, and
cultural
research shows the three fundamental
that
of attachment theory are universal
assertions
on Mesman et al 2008). These assertions
(based
as follows.
are
Healthy attachment is influenced most by
•
(specifically maternal) sensitivity.
parental
Infants and children with secure
•
are more socially and
attachment
case study presents two opposing expert
This
Consider the following questions
perspectives.
(a) When experts disagree, which criteria
1.
we use to decide who is right, what
do
implications of this? We explore some
the
selected to provoke critical reflection
examples,
assumptions of sameness and difference
about
theimplications of the WEIRD bias in
and
Keeping in mind that we do not make
(b)
decisions entirely independently
the
a social vacuum, which factors
orin
them?
affect
2. Consider attachment theory.
To what extent are you able to form
(a)
judgment about the universality of
a
What enables or hinders your
(b)
and why?
judgment,
first expert is Heidi Keller, professor of
Our
at Osnabrück University, who has
psychology
strongly critical of the universalization of
been
theory.
attachment
terms: Keller
Search
claim of
Universality
main argument is that because infant
Keller’s
and development is adaptive to
behaviour
environment, and because environments
the
tremendously across cultures, a standard
vary
of infant emotional expression,
model
and development cannot and
regulation
contrasts the interactional style and
Keller
of WEIRD families with other
environment
around the world. For example,
families
states that WEIRD infant interaction is
she
one to one, between mother and
primarily
and father and child, with conversations
child,
primarily the senses of sight and
(using
that focus “on the cognitions,
hearing)
wishes, and preferences of the
emotions,
baby” (Keller 2018). She adds that
individual
III. Methods and tools
III. Methods and tools
population groups? What may have been
behavioural research.
Case study
Is good parenting universal?
attachment theory?
stereotyped as “bad parents”.
attachment theory
• Secure attachment is the most healthy.
should not be assumed to apply worldwide.
emotionally competent in later life.
as you read on.
to believe and whom to trust?
225
III. Methods and tools
sensitivity—the ability to notice,
parental
and respond to an infant’s signals
interpret
needs correctly—is an indicator of
and
parenting based on normative ideas of
good
warmth and emotionality, as
expressiveness,
as on the assumption that the autonomous
well
takes the lead in their interactions. This
child
a style described as “first you speak
involves
I listen, then I speak and you listen”.
and
argues that none of this is universal.
Keller
many cultures have households
Instead,
a significantly larger number
comprising
people than the WEIRD nuclear family,
of
a child’s distributed attention, and
requiring
interactional style consisting of more body
an
“often rhythmical and in synchrony”
contact,
2018) with multiple caregivers. Fathers
(Keller
play a much smaller role; grandmothers
may
older siblings a much larger one. Good
and
implies taking the lead in organizing
parenting
child’s activity, with “almost constant
the
contact and bodily sensitivity” (Keller
body
and practices in the majority of the world
values
Evaluating one system with the standards of
…
ignores dierent realities and dierent
another
systems.
value
common practice of large-scale interventions
The
rural subsistence-based contexts promoting
in
parenting strategies without knowing
Western-style
local culture positions a false understanding
the
scientic evidence against cultural knowledge.
of
practice is unethical. Diversity needs to
This
recognized as the human condition, and the
be
of diversity is an obligation for better
recognition
as well as for improving people’s lives.
science
researchers’ understanding and
Attachment
of universality is both a description
promotion
parenting and subsequent children’s
of
regulation and, at the same time, is
socioemotional
moral statement. It denes what a good mother
a
and what she should do to support her child’s
is
development.
healthy
Children are often held facing outwards,
2018).
other people, rather than inwards
towards
their parent. The idea of childhood may
towards
very different, too: “[t]he idea that the child
be
to be instructed, directed, and guided
needs
hand-in-hand with the view of the child
goes
an apprentice” (Keller 2018) which is less
as
norm in the WEIRD samples. Yet, despite
the
this, attachment theory is claimed to be
all
Keller considers this a contradiction.
universal.
a last example, consider the concept of
As
anxiety”, a cornerstone of attachment
“stranger
regarded as biologically based and
theory
universal. Psychologists interpret
therefore
display of infant emotions in strange
the
to be indicative of attachment
situations
for example when a ch ild expresses
quality,
during separation, and relief and joy
distress
reunion with their mother. Is this a
during
indicator across cultures? How would
reliable
know? As shown in her comments below,
we
strongly disagrees.
Keller
the behavioral repertoire of an infant at about 8
in
of age, when the emotional bond with the
months
caregiver is developing. Confrontation with
primary
stranger in the strange situation is assumed to
a
distress in an infant so that attachment
generate
(proximity seeking) are displayed.
behaviours
cultural evidence e.g., from sub-Saharan
However,
such as the Ivorian Beng or the
communities
Nso clearly indicates that stranger
Cameroonian
is not part of the behavioral repertoire of
anxiety
traditional farming communities in the
Close-knit
world are usually not a target for visits
non-Western
strangers, so that families do not see potential
of
On the other hand it is vital for families
dangers.
familiarize infants with the multiple caregivers
to
with distributed workloads and
associated
Cameroonian Nso children in farming villages
Most
not afraid of an approaching strange woman
are
8
theory represents the Western
Attachment
perspective, ignoring the caregiving
middle-class
Western textbooks (based on WEIRD
In
stranger anxiety is assumed to appear
psychology)
the developing child in these agrarian cultures… .
responsibilities.
(Keller 2018)
226
picks them up and moves away from the
who
with them. They display neutral facial
mother
and the level of the stress hormone
expressions,
(as indicated in the saliva) declines …
cortisol
like these clearly indicate that assessment
Results
relying on Western values and
procedures
of behavior are inappropriate outside
standards
cultural territory.
their
a source of counterclaims to Keller, consider
As
arguments put forth by Mesman et al
the
The authors start with the point that it
(2008).
in 1950s Uganda, not one of the WEIRD
was
that developmental-psychologist
countries,
Ainsworth “laid the foundations” for
Mary
In how many countries and cultures
1.
a pattern of behaviour and
must
occur before we can call
interrelationship
universal?
it
In some research, the aim is to interpret
2.
of behaviour in different
patterns
(a) Is it possible for researchers to achieve
(b) What would qualify researchers to
3. Consider assessing humans.
Is it easier to assume human
(a)
or sameness?
difference
Which of these approaches is safer,
(b)
in what contexts?
and
concerns arise in the context of the
Similar
accepted claim, and cliché, that teenagers
widely
prone to risky behaviour. The linked article is
are
of many that attributes this to a combination
one
authors review a range of childbearing
The
in ethnographic evidence spanning
practices
!Kung San of Botswana, Efé of the Ituri
the
in Zambia, Hadza of Tanzania, Bofi
forest
the Central African Republic and Hausa
in
Nigeria. They also offer standardized
in
of attachment and sensitivity in
observations
of Kenya, Dogon subsistence farmers
Gusii
Mali, and mothers in South Africa, China,
in
New Guinea, Taiwan, Japan, South
Papua
Indonesia, Chile, Colombia, Peru,
Korea,
and Israel. Clearly this is not a
Mexico
list of the world’s countries,
comprehensive
could we conclude it is not enough? What
but
information or expertise would you
additional
to form a judgment about the issue? If
need
remain, which assumptions are safer
doubts
make? to
citing neuroscientific studies using fMRI
control,
scans that support the claim.
brain
terms: Psychology
Search
brains risk-taking
Teen
widely-cited 2006 study boldly asserts that
A
behaviour “is biologically driven … and
such
to be remedied through educational
unlikely
designed to change adolescents’
interventions
appraisal, or understanding of
perception,
and that our understanding and policy
risk”,
“should begin from the premise
interventions
adolescents are inherently more likely than
that
are deeply assertive claims about
These
behaviour and biology. Similar studies
teenage
pointed towards a higher incidence of
have
emotional challenges and irresponsible
anxiety,
among teens because of biological
behaviour
Such claims verge on biological
reasons.
and biological reductionism. They
determinism
also rarely if ever accompanied with the
are
“American teenagers …” even
qualification
the cited literature almost exclusively
though
III. Methods and tools
III. Methods and tools
(Keller 2018)
important contributions to attachment theory.
For ref lection
Behavioural research across cultures
cultures, in a way that reveals the truth.
this?
do this?
adults to take risks” (Steinberg 2006).
of reward-seeking and less-developed impulse
studies this group. Earlier in this chapter we
227
III. Methods and tools
Margaret Mead’s anthropological
encountered
that Samoan adolescents’ experience
argument
puberty was markedly different from their
of
counterparts’. Next we encounter new
American
Epstein, former editor-in-chief of
Robert
Today, wrote the following in
Psychology
assuming that the brain
“Automatically
behavior is problematic because
causes
know that an individual’s genes and
we
history—and even his
environmental
her own behavior—mold the brain
or
time. There is clear evidence that
over
unique features that may exist in
any
brains of teens—to the limited extent
the
such features exist—are the result of
that
influences rather than the cause of
social
argument confronts us with
Epstein’s
classic problem of establishing
the
whether it is brain biology or the
causation:
that determines behaviour.
environment
there is disagreement among the
When
TOK helps us to evaluate the claims
experts,
counterclaims. Consider the following
and
then discuss your answers with a
questions,
What would constitute sufficient and
1.
evidence that the source or
compelling
of the set of “teenage” behaviours
cause
biological? What would convince you
is
How would this evidence need to be
2.
in order to be reliable?
produced
3. On what grounds can such evidence be
should examine whether the idea of
We
is more of a social construct
“teenagehood”
idea in II.2 in the context of the Mead-
this
controversy. Epstein argues that
Freeman
idea of teenagehood stems from the 1904
the
Adolescence by psychologist G. Stanley
book
written in the context of the industrial
Hall,
mass immigration and rapid
revolution,
of US cities. Hall paid much less
urbanization
to teenagers from other contexts but
attention
ideas have nonetheless become entrenched
his
a popular imagination of teenagers. A
in
review of research on teens in 186 lessindustrialized
1991
societies found that:
percent had no word for ‘adolescence’, that
60
spent almost all their time with adults, that
teens
showed almost no signs of psychopathology,
they
that antisocial behavior in young males was
and
absent in more than half these cultures
completely
extremely mild in cultures in which it did occur.
and
on Epstein’s comments, you might
Based
that teenagehood is a WEIRD construct.
conclude
would such a far-reaching conclusion be
But
There is an important difference
justified?
questioning ideas and casting them
between
outentirely.
more signicant, a series of long-term studies
Even
in motion in the 1980s by anthropologists
set
Whiting and John Whiting of Harvard
Beatrice
suggest that teen trouble begins to
University
in other cultures soon after the introduction
appear
certain Western inuences, especially Western-
of
schooling, television programs and movies …
style
with these modern observations, many
Consistent
note that through most of recorded human
historians
the teen years were a relatively peaceful time
history
transition to adulthood. Teens were not trying to
of
away from adults; rather they were learning
break
become adults. Some historians … suggest that
to
tumultuous period we call adolescence is a very
the
phenomenon—not much more than a
recent
old. century
8
perspectives on this theme.
For reflection
Problems of causation in teenage
risk-seeking behaviour
Scientific American
teen turmoil.” (Epstein 2007)
(Epstein 2007)
peer, in a small group or as a class.
of Epstein’s argument?
challenged?
(Epstein 2007)
than a fact of human biology. We explored
228
the description and explanation of the
In
phenomenon of teenagehood over
observed
psychologists, anthropologists and
time,
each draw on their own set of
historians
tools. The methods used in
methodological
research, and the knowledge it
ethnographic
method of ethnographic fieldwork is primarily
The
with anthropology, beginning in the first
associated
of the 20th century. The “field” in anthropology
half
been described as being wherever people
has
and so we have anthropological accounts
are,
only of Indigenous societies, but increasingly
not
professional communities, schools, urban
of
even of space stations in orbit. An
environments,
engaged in fieldwork is tasked with
anthropologist
describing and constructing a credible
observing,
of the context, culture and community
account
studied. There are some knowledge issues
being
the practice of ethnographic fieldwork, and
with
knowledge produced through it, and these
the
terms: Doing
Search
YouTube
anthropology
this short video to hear directly from three
Watch
from the Massachusetts Institute
anthropologists
Technology (MIT) about their work. They
of
fieldwork methods to understand issues as
use
as how citizenship issues manifest among
diverse
refugees in the Greater Boston Area, the
Haitian
of expertise in artisanal cheese-making, and
role
processes by which marine biologists produce
the
will notice in the video that anthropologists
You
part in activities in the field beyond just
take
and having conversations. They
observing
information through direct engagement
gather
the processes they are studying, working
with
the people whose culture, actions and
alongside
they seek to understand. This is
worldviews
in the field of anthropology—it is a
intentional
how a deep involvement of
Consider
might affect the knowledge they
researchers
about the phenomenon or culture
produce
are studying.
they
In terms of the TOK course concepts,
1.
is the knowledge produced through
how
observation affected by the
participant
engaging closely with the
researcher
To what extent, and under what conditions,
2.
the personal, first-hand experience
does
the researcher contribute or take away
of
the objectivity of his or her account?
from
It has been documented that the very
3.
of the researcher in the field may
presence
the behaviour of the participants. If
alter
very act of observing can influence
the
phenomenon being observed, in
the
ways do you think the research is
which
affected when the researcher also
further
participates?
what extent can we observe and describe
To
This is a fundamental question
objectively?
TOK across the human and natural
in
sciences.
the difficulty of this task vary depending
Does
what is being observed; for example, a
on
ritual, a rock formation, patterns of
religious
activity or animal behaviour?
economic
III. Methods and tools
III. Methods and tools
For discussion
The ethnographer inside the
research
produces, are explored further below.
III.3 Neutrality and objectivity in
fieldwork and ethnographic methods
community being studied?
issues are explored below.
Making connections
History and observation
In Chapter 9 we encounter E.H. Carr’s advice to his
students to “study the historian before you study
[their] facts”. A similar concern is prevalent in the
human sciences, and particularly so in anthropology,
about the extent to which observation is inuenced
by the observer.
authoritative knowledge about the ocean world.
method called participant observation.
229
III. Methods and tools
their presence in the field,
Despite
observations are conspicuously
ethnographers’
from their otherwise detailed accounts
absent
what happened. Writing about the work of
of
Evans-Pritchard among the Nuer in South
E.E.
anthropologist Richard Fox notices
Sudan,
artfully Evans-Pritchard first personified
“how
among the Nuer and then ‘disappeared’
himself
in favor of a scientific omniscience
himself
the remainder of his text” (Fox 1991). A
for
example came about in 1967, when
problematic
Diary in the Strict Sense of the Word, Bronislaw
A
private diary from his fieldwork
Malinowski’s
New Guinea, was published posthumously
in
his widow. Intensely personal, the diary
by
most likely never meant for publication.
was
was and remains among the most
Malinowski
and influential anthropologists, and yet
famous
diary reveals “a crabbed, self-preoccupied,
his
narcissist, whose fellow-
hypochondriacal
for the people he lived with was limited
feeling
the extreme” (Geertz 1967). In his diary, the
in
Trobrianders are stereotyped as savages,
local
yet “in his ethnographic works they are,
and
a mysterious transformation wrought
through
science, among the most intelligent, dignified,
by
conscientious natives in the whole of
and
literature” (Geertz 1967). What
anthropological
explain this apparent contradiction?
might
affect how we think about other
Doesit
a researcher be so simultaneously detached
Can
involved as to hold views of intense
and
prejudice, but still be able to construct
personal
value-neutral account? When can we separate
a
knowledge from the values of the person
the
produced it, and when does this become
who
Anthropology continues to ask
impossible?
questions, and Malinowski’s diary has
these
a classic in the history of the discipline
become
providing a behind-the-scenes glimpse into
for
making of anthropological knowledge.
the
a method where researchers
Autoethnography,
experience in the field, has been
subjective
to respond to this problem. This
oneway
is suspicious of the ability of scientific
method
and description to produce
observation
knowledge. Instead, the values of the
objective
their position in a given context and
researchers,
relationship with their subject also become
their
of the analysis. In this view, the subjectivity
part
the research is not a barrier to knowledge, but
of
the only intellectually and politically
possibly
has also grappled with the
Anthropology
of the “ethnographic present”,
phenomenon
term referring to the idealized context
a
by an ethnographer’s description of
created
timeless cultural life of Indigenous Peoples,
the
by outside influence and unaffected
untainted
contact. Malinowski has written about the
by
magic, by which he is able to
“ethnographer’s
the real spirit of the natives, the true
invoke
of tribal life” (1922). This problematic,
spirit
account requires the reader
hyper-romanticized
see the encounter between “the natives”
to
the ethnographer as taking place outside
and
history. of
8
honest pathway towards it.
Making connections
Presence and the present in art and history
ethnographic works?
Autoethnography nds use outside the eld of
anthropology. For example, this method is explored
in the context of political theatre in Chapter 10.
Autoethnography has an element of closing the
distance between the producer of knowledge and the
knowledge produced. To what extent is this distance
greater between science and scientist as compared
to art and artist?
The idea of coexistence in time between a
globalized modern culture and local and Indigenous
communities arises in Chapter 5 and Chapter 9. How
does knowledge from these disciplines promote or
undermine our understanding of epistemic diversity?
foreground their presence and embrace their
230
a range of issues, from economic and
On
policy to teachers’ salaries and
environmental
reform, measurable things inform
curriculum
data-driven decision-making as well as
both
and explicit value judgments. Without
implicit
there can be no data, no data-
measurement
goal-setting or evaluation, and no
informed
analyses—all elements that
cost-benefit-style
expression in the methodology of many
find
science disciplines.
human
knowledge associated with measurement
The
a huge effect on the world, for example
has
inform action in the world as well as to
to
evaluateit.
is, therefore, very important to consider what
It
can and cannot measure: what gets left
we
of the picture, what we assume to fill the
out
and what has disproportionate influence
gap
because it is readily measurable. That
simply
is more measurable and quantifiable
which
as business profit, students’ grades and
(such
growth) may be perceived to be more
economic
or come to guide decisions and actions
important
The phrase “assessment drives
regardless.
for instance, is widely used and heard
learning”
education. It posits that students and teachers
in
focus on what they are tested on, especially
will
the consequences of assessment are significant,
if
the detriment of important things that are not
to
This is important because while content
assessed.
quite easily assessed, skills and habits of mind
is
not. are
2005 and 2007, researchers at
Between
Medical School of the University
StGeorge’s
London found that when the weighting
of
anatomy in the curriculum was increased,
of
showed dramatically increased
students
to learn anatomy; motivation was
motivation
and learning in medicine may be
Teaching
assessment-driven due to the high
particularly
and consequences of passing or failing
difficulty
school.
medical
IB TOK teachers are known to
Anecdotally,
this at workshops and conferences, and
lament
speculate what would happen if their subject
to
worth more than 1.5 points out of 45.
was
would be short-sighted and a cliché to
It
the ills of summative assessment in
exaggerate
It exists for good reason, within the
education.
context and constraints of education
particular
worldwide. Claims that “assessment
systems
killing creativity” are sensationalistic and
is
benefit from more scrutiny, and nuance.
would
it is also worth considering what
However,
systems tend to assess, what is
education
and the implications of this for
assessable,
now to examples from government
Turning
consider the Human Development
policy,
(HDI), a people-centred measure of
Index
development. Reflecting on the
economic
of the HDI, Nobel Laurate Amartya Sen
origins
a conversation with fellow economist
recalls
III. Methods and tools
III. Methods and tools
III.4 What we measure matters
powerfully affected by weighting.
What we measure aects what we do, and better
measurement will lead to better decisions, or at least
dierent decisions.
(Stiglitz quoted in Gertner 2010)
teaching, learning and knowledge.
MahbubulHaq.
231
III. Methods and tools
told Mahbub, ‘Look, you are a sophisticated enough
I
to know that to capture complex reality in one
guy
is just vulgar, like [gross domestic product]
number
… And he called me back later and said,
GDP’
you’re quite right. The Human Development
‘Amartya,
will be vulgar. I want you to help me to do an
Index
which is just as vulgar as GDP, except it will
index
for better things’.
stand
single most widely used economic policy
The
of the last century, the GDP growth rate
metric
embedded in a paradigm that considers longterm
is
growth in output and consumption as
for human betterment, despite the
necessary
resources of the planet. GDP as a measure of
finite
output was conceived between the Great
national
and the Second World War to estimate
Depression
March 1968, Robert Kennedy took aim at what he
in
as idolatrous respect for GDP, which measures
saw
and jails but does not capture ‘the beauty
advertising
our poetry or the strength of our marriages’.
of
(conomist brieng 2016)
aside, GDP (and its most widely
Marriages
form, GDP per capita) fails to measure
used
of income, the quality of output
distribution
or the environmental impact of
produced
it, or any of the important indicators
producing
living standards such as healthcare,
of
gender equality and political
education,
According to Steve Landefeld,
freedom.
of the Bureau of Economic Analysis,
Director
United States experimented with “green”
the
measurements in the early 1990s, using
GDP
charges to account for natural
depletion
depletion, but abandoned the initiative
resource
political reasons after pressure from
for
first Green GDP report in China, in 2004,
the
substantial losses caused by pollution
showed
reported in an article in the China Daily
(as
19 April 2007) and efforts at green
newspaper,
one of the pioneers of GDP measurement
Indeed,
the 1930s, Simon Kuznets, specifically warned
in
“the welfare of a nation can scarcely be
that
from a measure of national income”
inferred
in Coyle 2014). Kuznets wanted to
(quoted
expenses relating to war and financial
subtract
and other things that “do not
speculation
represent net services to the individuals
really
the nation but are, from their
comprising
an evil necessary in order to be
viewpoint,
to make a living” (Coyle 2014). With the
able
of the Second World War, Kuznets lost the
start
it was more important to measure
argument:
not wellbeing.
output,
its limitations, GDP has grown to
Despite
political and economic discourse,
dominate
in newspapers and used by state
featured
to define their strategy and objectives.
leaders
course, economists have worried about
Of
for almost a century, and the HDI was
this
by Haq and Sen in response to the
developed
of GDP. As recently as 2009 a report
“vulgarity”
by the French government
commissioned
written by Stiglitz and Sen, two Nobel
and
winning economists, called for an end to
prize
in favour of better measures
“GDPfetishism”
welfare. Yet GDP continues to
ofhuman
policy, and its ease of measurement
dominate
are a number of concerns that arise when
There
knowledge we use to act in the world, or
the
guide policy objectives, is defined by what
to
can measure. It is important to examine the
we
of measures that carry over to become
limitations
of the knowledge based on them.
limitations
measure fails to capture something, and
Each
which is omitted risks becoming ignored or
that
A measure can miscalculate, overvalue
neglected.
undervalue some factors. GDP has failed to
or
for the environment and depleted future
account
stocks of natural capital, and very
generations'
8
GDP were subsequently dropped.
(Sen 2010)
the manufacturing capacity of war-time goods.
measure created when survival was at stake
A
little notice of things such as depreciation of
took
or pollution of the environment, let alone
assets,
human accomplishments. In a famous speech
ner
surely has something to do with that.
mining companies (Wagner 2004). Similarly,
possibly their quality of life.
232
the political will to measure something
Once
the measures themselves can be improved
exists,
until then, raw data can be used,
iteratively;
example on carbon footprints or species
for
care should be taken to ensure measures
Finally,
not obscure important details. GDP per
do
reveals nothing about the distribution
capita
gains from growth and can provide an
of
sense of prosperity. An important case
illusory
point is the difference between averages
in
medians, which may go unnoticed by
and
Forexample, looking at median
laypeople.
instead of simple averages very
incomes
revealsimportant information about
quickly
of values. Average incomes have
thedistribution
sharply in many countries over the last
risen
years, but median incomes have stagnated,
30
in the United States and the UK.
especially
1989 and 2011, median incomes in the
Between
States fell by 1% but average incomes
United
8.3 shows the divergence in average
Figure
median US family incomes beginning in
and
measurements better indicate what
Median
to a “typical” person, in the exact
happens
of a distribution. Averages appear to
middle
intuitive sense but reveal comparatively
make
If economic policies targeted growth
little.
median GDP per capita, instead of average
in
per capita, they might look very
GDP
differentindeed.
III. Methods and tools
III. Methods and tools
Making connections
Measurement, policy and the political discourse
In Chapter 7, IV.3, we explore the limitations of
environmental cost-benet analyses, and why
climate change has been called the perfect moral
storm. Part of the challenge is in measuring, and
quantifying, the things that matter.
“We can put monetary values on mineral
stocks, sheries and even forests, perhaps,
but it’s hard to put a monetary value on
alteration of the climate system, loss of
species and the consequences that might
come from those.” (Heal quoted in
Gertner 2010)
Measuring directly relevant indicators of
rose by 33%. Why is this difference important?
health, education, environment, crime and civic
participation, and providing this information to the
public can help to shift political discourse away from
opinions and values towards more evidence-based
about1955.
discussions of specic policies.
extinction.
Figure 8.4 The mean versus the median of family income (2015)
233
III. Methods and tools
Y. Thinley, addressing the United Nations
Jigmi
Prime Minister of Bhutan, 2012, stated the
as
GDP-led development model that compels
The
growth on a planet with limited resources
boundless
longer makes economic sense … . Mankind is like
no
meteor, blazing toward self-annihilation along with
a
other innocent life forms. But this course can be
all
if we act now.
changed
of the Prime Minister and Cabinet, Bhutan
(Oce
2012)
are regularly exposed to various measures
We
indicators of health, education, economic
and
What is it that we understand about a
2.
when we can express it
phenomenon
Think about the aspects of human life and
3.
that are not measurable. Do we
culture
Does it limit the ways we can act on a
4.
if we cannot quantify it?
problem
to the United Nations World
According
Report (2019), a certain amount of
Happiness
seems to be a necessary precondition
income
a satisfactory standard of living, and so
for
countries tend to have happier people.
wealthier
in this claim are measurements about
Contained
wealth and happiness, and a direction for
both
relationship between the two. It is a claim
the
can be contested on multiple counts, but
that
we look specifically at the measure of
here
we can measure happiness at all,
Assuming
we measure it rigorously enough for the
can
of policy? This is the challenge that
purpose
took on when the country pivoted
Bhutan
from GDP as a proxy for the country’s
away
Bhutan wanted to target policy
development.
such as time for leisure and family,
outcomes
in healthcare and education, and
improvements
in neighbours and government. The focus
trust
happiness for Bhutan was not to be a general
on
or broad direction. Happiness was to
aspiration
measured with precision and thoroughness,
be
the measure of gross national happiness
and
formed the basis for the knowledge
(GNH)
several decades following its introduction
For
1972, many dismissed GNH as a vague,
in
idealistic and impractical idea.
hopelessly
however, it has come to be viewed,
Recently
some circles at least, as rather forwardlooking,
in
with the concept being endorsed by
experts at the United Nations.
development
is not to say, of course, that Bhutan
That
economic growth entirely, but the
discarded
on GNH was formally incorporated into
focus
constitution, which mandates the state to
the
GNH by screening every major project
pursue
policy to ensure alignment with GNH. The
and
Commission is one of the highest levels
GNH
government, consisting of secretaries from
of
ministry and the prime minister.
every
five years the Centre for Bhutan Studies
Every
GNH Research leads a survey of 8,000
and
selected households to construct
randomly
GNH index. Sabina Alkire, Director of the
a
Poverty and Human Development
Oxford
(OPHI), has described this index
Initiative
“an instrument of public imagination
an
of policy [that] can capture a great deal
and
interconnected information”. The survey
of
300 questions, so participants
contains
compensated one day’s income. The
are
cover psychological wellbeing,
categories
time use,education, cultural diversity
health,
resilience,good governance, community
and
ecological diversity and resilience, and
vitality,
standards. The survey aims to go beyond
living
8
III.4.1 Knowing otherwise by measuring
differently
following.
required to guide and evaluate national policies.
For reflection
Measurement and knowledge
life and so on.
Can we say that these numbers constitute
1.
is an additional level of
knowledge—or
interpretation necessary?
as a number?
know less about these aspects?
happiness.
material wellbeing. Questions are posed
234
how often people meditate, how much
asking
they lose, how much they argue with
sleep
family, and how often they feel anger or
their
disappointment.
has many critics; for example, the Yale
GNH
William Nordhaus has described
economist
statistics as “absurd“. In 2004, the
happiness
stated that “the Himalayan kingdom
Economist
Bhutan is not in fact an idyll in a fairy tale. It is
of
to perhaps 900,000 people most of whom
home
in grinding poverty”. Itis unclear whether
live
mean to say that Bhutan should abandon
critics
in favour of the more conventional GDP.
GNH
has also been criticized for violating
Bhutan
rights of ethnic minorities in the name of
human
culture”,and the country is dealing
“preserving
high youth unemployment. Observers
with
pointedly noted that it ranked 95th on
have
2019World Happiness Report. There is an
the
irony about the World Happiness
interesting
rankings: to what extent can different
Report
compare their respective happiness
countries
Are measurements of happiness
rankings?
generalizable?
should certainly not paint a romantic or
We
picture, as many have made the mistake
idyllic
doing, and many of Bhutan’s leaders will
of
make clear. Bhutanese Prime Minister
carefully
said in an address to the United Nations
Thinley
“Bhutan is not a country that has attained
(2012):
… . Like most developing nations, we
GNH
struggling with the challenge of fulfilling
are
basic needs of our people” (Office of the
the
Minister and Cabinet 2012). But with a
Prime
approach guided by GNH, Bhutan has
policy
significant progress on key development
made
including life expectancy, child
indicators
education and poverty reduction.
mortality,
has achieved most of the Millennium
It
Goal targets, is the only carbon
Development
carbon than it emits) and maintains 72%
more
cover, said Lyonpo Damcho Dorji, Foreign
forest
of Bhutan in 2015. Ironically, between
Minister
and 2018, GDP in Bhutan more than tripled.
2008
Bhutan, New Zealand has gone the
After
in defining a policy stance measured
furthest
wellbeing as opposed to economic growth.
by
May 2019 Prime Minister Jacinda Ardern
In
a budget that put social wellbeing
unveiled
ahead of economic growth in policy
indicators
All new spending must be directed
decisions.
one of five objectives: improving
towards
health, reducing child poverty and
mental
child wellbeing, supporting
improving
Peoples, transitioning to a lowcarbon
Indigenous
sustainable economy and thriving in a
age. To measure progress toward these
digital
New Zealand is using 61 indicators, from
goals,
to trust in government institutions to
loneliness
quality. Grant Robertson, New Zealand
water
have knowledge about how a country is
To
whether it is doing better or worse than
doing,
and whether efforts to move it in a
before,
direction are working, measurement
particular
necessary. What we can and cannot measure,
is
how we choose to measure it, are issues
and
knowledge that have powerful real-life
of
To explore the ethical dimensions
consequences.
producing and applying knowledge based on
of
see section IV.
measurements,
III. Methods and tools
III. Methods and tools
New Zealand’s prosperity is about much more
than GDP growth. . . . If we’ve got this so-called
rockstar economy, how is it that we have the worst
homelessness in the OECD? How is it that you can’t
swim in most of New Zealand’s rivers and lakes?
How is it that child poverty had grown to the extent
it has? The answer, in my view, was because the
government wasn’t suciently valuing those things.
And if it wasn’t being valued properly, it wasn’t being
measured, and if it wasn’t being measured, it wasn’t
being done.
(quoted in Roy 2019)
finance minister, says:
negative country in the world (offsetting 12 times
Anyone who believes exponential growth can go on
forever in a nite world is either a madman or
an economist.
(Boulding 1973)
235
III. Methods and tools
is the scope for experimentation in the
What
sciences? Psychology is somewhat
human
among the human sciences in this
unique
An often heard lament about the lack
regard.
predictive power of disciplines such as
of
and political science is based on the
economics
or impossibility of doing controlled
difficulty
Is there special value in knowledge
experiments.
helps to accurately predict the outcomes of
that
and reforms?
policies
there is value in experiments, as
Certainly
and behavioural economics
psychology
shown, with the success of randomized
have
trials. However, one challenge with
controlled
evidence is that it is liable to
experimental
and can provide a false sense
misinterpretation
certainty. Section I discussed the fallout
of
economics’ overreliance on mathematical
of
and physics envy. This section has
models
the problems of knowledge that
highlighted
arise from sampling, such as the WEIRD
can
(see III.1). Next we consider the limitations
bias
experiments, and experimental results, in
of
human sciences. But first, a cautionary tale
the
terms: Hari Addiction
Search
YouTube
the linked video, Johann Hari
In
to show that everything we know about
tries
is wrong. The topic of fallibility—the
addiction
capacity to be wrong, and the realization
human
being wrong—is a key issue in TOK. It is a
of
knowledge to develop and self-correct,
wayfor
watching the video on the original
After
studies done on caged rats as well
addiction
the 1970s “rat park” experiments, consider
as
following questions.
the
What were the shortfalls of the rat cage
1.
and how do we protect against
studies,
At what point do you think scientists
2.
enough data to make a policy
have
Which criteria should the knowledge
3.
by scientists satisfy?
produced
How can scientists protect against being
4.
and recommending something
wrong
Alexander’s “rat park” study helped
Bruce
pivot the narrative of addiction away from
to
moral and mental failings of addicts, and
the
addiction as an adaptation to social
towards
The study went unnoticed for many
dislocation.
whilst governments around the world
years,
to pursue a “war on drugs”. Criticism
continued
this expensive, aggressive and ultimately
of
policy, which often involves
unsuccessful
has grown and so has interest in
incarceration,
study. There is now a widespread—
Alexander’s
not universal—understanding that more
though
is needed for people struggling with
compassion
addiction.
discarding the important impact of
Without
park study and wildly popular TED
therat
should acknowledge that efforts to
talk,we
the experimental results have been
replicate
There are also significant concerns
inconclusive.
the experiment. One of the design flaws,
about
example, seems to be that in the original
for
male and female rats were separated,
studies
in the rat park study they were
whereas
together. The main question, though,
mixed
8
III.5 Experimentation in the human
For discussion and reflection
sciences
Knowing about and acting on
addiction
repeating them in the future?
recommendation?
harmful?
5. What is the role of the public?
about rats, drugs and parks.
but it can also shake our confidence.
236
about ourability to generalize results about
is
to humans. Consider this critique from
rats
that what we are aiming for is not a
Assuming
free of addicted rats, but rather a world free
world
addicted people. Our environment, unlike the
of
created for the rats in Rat Heaven is far
environment
stress free. Worse still, as far as I can tell, we
from
for the foreseeable future, be unable to create
will,
a Utopia for most people on earth. If this is so,
such
is little doubt that some of the people aected
there
negative circumstances, traumatic experiences,
by
biological disturbances will be led down the path
or
struggles with drugs and such … I am fully
towards
board with making sure that the treatment system
on
use does not exacerbate the problems that stress
we
trauma bring about, but I think that the picture
and
TED talk and the related book presents is far too
this
to be as helpful as we want it to be.
simplied
our exploration of the dangers of
Recall
earlier in the chapter. Is it
simplification
that the rat park story has been
conceivable
uncritically for the following reasons?
received
It successfully cast doubt on previously
•
(and flawed) dogma.
accepted
back to II.1 and the 1971 Stanford Prison
Think
which seems to have resonated
experiment,
the cultural climate at the time. In
with
one simplification have we embraced
debunking
discarding evidence such as heritable
another,
factors for addiction, or the histories of
risk
communities devastated by alcohol
Indigenous
by early settlers?
brought
already popular TED talk on addiction
Hari’s
animated by Kurzgesagt, an educational
was
channel with close to 9 million
YouTube
Kurzgesagt videos are meant to
subscribers.
factual overviews of anything from
deliver
to vaccines, to the European Union.
loneliness,
video “Addiction” is the most
Kurzgesagt’s
to date, even though Kurzgesagt has
watched
it from the channel. Removing it was
removed
by viewers’ criticism, and the self-
motivated
of having simplified a topic to the
realization
of misrepresentation. Taking seriously the
point
of having misinformed 18 million
possibility
on a serious issue, Kurzgesagt published
viewers
follow-up video, explaining the responsibilities
a
communicating scientific research to a
of
audience on the internet. Animated in
general
channel’s signature style, “Can You Trust
the
videos?” promises an update
Kurzgesagt
explainer on addiction … but only once
video
terms: trust Kurzgesagt videos?
Search
YouTube
refers to the closeness of the
Reproducibility
when a study is repeated using the same
results
replicability refers to the extent that
methodology;
researchers can achieve the same
independent
similar results under different
or
and methodological
experimental
Both are considered
conditions.
be cornerstones of the scientific
to
as results that are not reproducible and
method,
can be considered suspect. Over the
replicable
decade, a growing body of literature has
last
that many research findings in the
suggested
sciences, particularly in psychology, are
human
replicable, leading to claims of an academic
not
recent years, it has become painfully clear that
In
is facing a “reproducibility crisis,” in
psychology
even famous, long-established phenomena—
which
stu of textbooks and TED Talks—might not
the
real. There’s social priming, where subliminal
be
can inuence our behavior. And ego
exposures
the idea that we have a limited supply
depletion,
willpower that can be exhausted. And the facial-
of
hypothesis, which simply says that smiling
feedback
us feel happier.
makes
by one, researchers have tried to repeat the
One
experiments behind these well-known
classic
failed. And whenever psychologists
eects—and
large projects, like Many Labs 2, in which
undertake
replicate past experiments en masse, they
they
succeed, on average, half of the time.
typically
III. Methods and tools
III. Methods and tools
psychologist Adi Jaffe.
Kurzgesagt is confident about its research.
III.6 Replicability and reproducibility
(Jae, 2015)
• There was a desire to reject that dogma.
crisis.
237
III. Methods and tools
significant criticism is that there have been
A
too few replication attempts, which
generally
have contributed to premature and overenthusiastic
may
acceptance of what should have
provisional findings. Researchers may
been
less inclined to pursue replication studies
be
they bring less recognition and reward,
because
thus some have argued that the interests of
and
are at odds with the interests of the
professionals
profession.
Academic publishers have displayed
•
preference for original research over
a
which are less likely to be viewed
replications,
significant contributions to the field.
as
Replications can be time-consuming and
•
especially when many original
difficult,
do not publish raw data or detailed
studies
methodology.
second criticism centres around a broader
A
or perish” culture, that is said to
“publish
academics to publish work rapidly and
pressure
to advance their careers, possibly
continuously
the risk of questionable research
increasing
This culture may also incentivize the
practices.
of headline-grabbing findings at the
pursuit
of rigorous scholarship, and reduce the
expense
and effort that professors give to teaching.
time
teaching is rarely rewarded as highly
Excellent
excellent research, with the implication being
as
future scholars may be less competent as
that
result. This is certainly not isolated to the
a
sciences, and also not necessarily true
human
academic institutions and cultures around
of
world, but it has been raised as an issue by
the
in particular have responded with
Psychologists
efforts to investigate the replicability
concerted
results in their discipline. Many Labs 2 is
of
such example, conducting comprehensive
one
of 28 classic and contemporary
replications
findings, with protocols that were peer
published
in advance. Results were replicated
reviewed
50% of the time. A second group called the
about
Science Collaboration brought together 280
Open
authors and 86 volunteers to repeat 100
original
studies published in major academic
psychology
The results were published in 2015 and
journals.
that 36% of studies were replicated. Both
showed
were massive collaborative undertakings
efforts
have set the stage for further such work.
that
economics, a smaller 2016 study reported
Within
Science found that 11 out of 18 experimental
in
from top journals were replicated
studies
are the implications of this for knowledge
What
the human sciences? It would be premature to
in
on the basis of the replication crisis that
conclude
beings are fundamentally inconsistent
human
exhibiting few behavioural patterns—
creatures
to conclude that methodologies in psychology
or
these opposing claims regarding
Consider
severe the problem is regarding
how
Gilbert, a psychologist at Harvard
Daniel
stated in 2016, “Our analysis
University,
invalidates the pessimistic
completely
that many have drawn from
conclusions
landmark study,” referring to the Open
this
Collaboration project. “The number
Science
studies that actually did fail to replicate
of
about the number you would expect to
is
8
Ironically enough, it seems that one of the most
reliable ndings in psychology is that only half of
psychological studies can be successfully repeated.
(Yong 2018)
successfully.
We can really use it to improve the situation rather
than just lament the situation. The mere fact that
that collaboration happened at such a large scale
suggests that scientists are willing to move in the
direction of improving.
(Ioannidis quoted in Baker 2015)
are fundamentally flawed.
For discussion
Just how bad is it anyway?
experimental results in the human sciences.
professional academics in the United States.
fail to replicate by chance alone—even if all
238
original studies had shown true effects”
the
in Baker 2016).
(quoted
the other hand, Brian Nosek, leader of
On
Open Science Collaboration project,
the
that Gilbert’s “optimistic
responded
is limited by statistical
assessment
encounter disagreements between experts
We
this chapter and Chapter 7.
throughout
recurring question for TOK is what to
A
about it. If someone is not sufficiently
do
in statistics how should they
competent
Nosek’s versus Gilbert’s arguments?
evaluate
authors of a study are the people most
The
familiar with the weaknesses and
closely
to their own findings. Sometimes,
limitations
are the foremost experts in their sub-
they
and may be the first to come across
disciplines,
that undermines their confidence
evidence
the results that propelled their careers.
in
it remains rare for academics to publicly
Yet,
back their work, so replications remain
take
next best way to find out about suspect
the
A timely response to the replication
findings.
is the Loss of Confidence Project: the
issue
organized, institutional platform for
first
to declare a loss of confidence in their
authors
research. The Loss of Confidence project
own
of a voluntary nature and researchers can
is
submit loss of confidence for their own
only
If a researcher has lost confidence
research.
their findings, why not retract the study?
in
loss of confidence a soft alternative to
Is
Retractions are not necessarily
retraction?
journal can also retract a
voluntary—a
replication problem within human sciences
The
and psychology specifically, is an ongoing
generally,
as of 2020 but there is a consensus
controversy
around the view that a significant problem
forming
Some have lamented that the tenor of
exists.
discourse is divisive and antagonistic, and
the
and popular science outlets are accused
newspapers
reporting it with sensational headlines equivalent
of
“Psychology is dead”. Whether we call it a
to
a crisis, a disagreement or an opportunity,
problem,
episode has caused both students and
the
to examine more closely how academic
researchers
is produced in the human sciences,
knowledge
terms of the incentives, institutional structures,
in
and practical constraints within
assumptions
This is something to be welcomed.
academia.
any rate, initiatives such as Retraction
At
and the Loss of Confidence project
Watch
questionable or discarded findings easier
make
track. These initiatives are mechanisms
to
keeping the body of scientific knowledge
for
and up to date. Essentially, they raise
reliable
of professional ethical conduct
questions
transparency, and those issues take us to
and
submission to the project came from
One
Dana Carney, who came to
psychologist
the findings of her 2010 paper on
refute
poses’, co-authored with Amy Cuddy.
‘power
study centred on the idea that adopting a
The
pose could be beneficial in stressful
powerful
Although the pair’s work on
situations.
poses had gained a lot of attention—
power
Cuddy’s associated TED talk remains
and
of the most watched—in 2016 Carney
one
compelled to admit that she no
felt
believed in the conclusions of her
longer
III. Methods and tools
III. Methods and tools
misconceptions” (quoted in Baker 2016).
Box 8.4: Destigmatizing loss of confidence
section IV.
original study.
published article on the basis of error or fraud.
239
III. Methods and tools
IV. Ethics
7 describes how the material and
Chapter
power of scientific knowledge—to
narrative
as well as tell stories about the natural
influence
a robust ethics. This chapter
world—necessitates
shown that the human sciences describes as
has
as shapes our social reality in a similarly
well
way, affecting how we understand,
powerful
or disagree about human nature, morality
agree
justice, what is fundamental to all people,
and
what is different. Challenging issues can
and
political with comparatively few, if any,
become
truths to draw on. We have seen that
empirical
we do not know, and therefore what we
what
assume, can deeply influence knowledge
must
practical outcomes. The ethics of the human
and
must take into account power, influence,
sciences
gives us the power to make
Knowledge
an impact on the planet that some have
such
to name the present geologic era,
proposed
Anthropocene, after us. Amid mounting
the
that human activity is altering
evidence
and Earth systems, the concept of the
social
the past few years. If you are unsure about
in
the concept means, follow the link to
what
comprehensive explainer video that is an
a
introduction to the topic. In the video
excellent
Anthropocene is described and justified in
the
of the impact of humans on the planet.
terms
terms:
Search
the age
Anthropocene
the Anthropocene may require
Knowing
trans-disciplinary modes of knowledge
new
and sharing that current institutions
production
not allow for. If the following sections sound
do
Earth science and you are wondering
like
they are here, keep that thought in
why
alongside the concept of natureculture
mind,
section II. Consider also the problem of
from
the observer from the observation
removing
the modeller from the model in the name of
or
Given the scale and depth of human
objectivity.
on the planet, is it even possible to speak
impact
nature without speaking about humans at
about
same time?
the
8
Figure 8.5a
The two low-power poses used in the study.
Figure 8.5b
The two high-power poses used in the study.
Participants in this condition were posed in contractive
Participants in this condition were posed in expansive
positions with closed limbs.
positions with open limbs.
I V. E T H I C S
of mankind YouTube
responsibility and fairness.
Anthropocene has been intensively theorized
240
the human sciences we often need to
Within
assumptions before attempting a cost-
make
type analysis which, as outlined in
benefit
of this chapter, and IV.3 of Chapter 7, is
III.4
with knowledge issues. Let’s revisit
fraught
topic of climate change we briefly touch on
the
Chapter 7, IV.3. Recall that there was, and
in
2020 continues to be, disagreement about
into
social cost of carbon per tonne. In 2015 the
the
government came up with a number of
US
worth of economic damages but, shortly
$37
the Stanford scientists argued it
afterwards,
$220. A more recent study in Nature Climate
was
put forward a global social cost of
Change
of $417 per tonne, with widely different
carbon
for different countries (Rickeetal2018).
costs
ranges reflect difficulties in modelling
These
quantifying climate change, and the impact
and
assumptions made by different groups of
of
and stakeholders. Clearly this does
scientists
mean we abandon efforts to quantify the
not
of reduction needed; the task of experts
scale
to negotiate a consensus and arrive at a
is
number.
it is empirically-based, the carbon pricing
As
is more tangible than the philosophical
task
ethical questions and knowledge claims
and
in the climate justice debate. For
embedded
to occur in the race to respond to
progress
climate crisis, nations around the world
the
to work together, and that requires some
need
agreement about ethical issues relating
minimum
responsibility and fairness. And fairness is
to
deeply complicated concept: the 2018 article
a
Ricke et al finds that India, for instance,
by
only 6% of emissions but will bear
contributes
20% of the global economic burden of
over
change. What forms of knowledge will be
climate
to accomplish such an unprecedented
necessary
Are our modes of knowledge production
task?
dissemination appropriate for navigating
and
urgent challenges?
these
IV. Ethics
IV. Ethics
T
N
A
H
P
R
O
O
C
E
E
N
241
IV. Ethics
change … brings together three major
Climate
to ethical action in a mutually reinforcing
challenges
The rst challenge stems from the fact that climate
way.
is a truly global phenomenon. Once emitted,
change
gas emissions can have climate eects
greenhouse
on the planet, regardless of their source.
anywhere
is often said to result in a prisoner’s dilemma or
This
of the commons structure played out between
tragedy
states: although collectively all countries would
nation
to limit global emissions so as to reduce the
prefer
of severe or catastrophic impacts, when acting
risk
each still prefers to continue emitting
individually,
At the same time, there are skewed
unimpeded.
at least in the short- to medium-term,
vulnerabilities:
of the most vulnerable countries and people
many
those who have emitted the least historically, and
are
emissions levels continue to be relatively low.
whose
appears to be seriously unfair and casts a notable
This
over both practical and theoretical eorts to
shadow
global cooperation.
secure
second challenge is that current emissions have
The
intergenerational eects. Emissions of
profoundly
most prominent greenhouse gas, carbon dioxide,
the
persist in the atmosphere for a long time,
typically
to the global and intertemporal
Responding
posed by the climate crisis could
challenges
an awareness and understanding of
require
different peoples, nations and cultures
how
about fairness, responsibility and
think
Some countries, such as Canada
cooperation.
even millennia. This too seems unfair, especially if
or
negative impacts are severe and cumulative.
future
addition, the temporal diusion of climate change
In
rise to an ethical collective action problem that
gives
even more challenging than the traditional tragedy
is
the commons both in its shape and because normal
of
of cooperation do not seem to be possible across
kinds
generations.
third challenge to ethical action is that our
The
tools are underdeveloped in many of
theoretical
relevant areas, such as international justice,
the
ethics, scientic uncertainty, and
intergenerational
appropriate relationship between humans and
the
rest of nature. For example, climate change raises
the
about the (moral) value of nonhuman
questions
such as whether we have obligations to protect
nature,
animals, unique places, or nature as a
nonhuman
and what form such obligations take if we do.
whole,
addition, the presence of scientic uncertainty and
In
potential for catastrophic outcomes put internal
the
on the standard economic approach to
pressure
problems, and play a role in arguments
environmental
a precautionary approach in environmental law and
for
that some see as an alternative.
policy
(Ricke et al 2018). Should rich and poor
change
contribute equally to reduce emissions,
nations
should rich nations compensate the poor
or
At every level, issues of knowledge
nations?
ethics are woven into the discourse on
and
warming and climate justice.
global
radical argument calls for compensation for less-developed countries, which have contributed
A
to the problem and yet are already being impacted by it, having been made vulnerable to it
little
1. What are the knowledge claims and assumptions implicitly and explicitly made in this
2. On what basis, using what assumptions, should decisions about possible compensation be
8
Climate justice: The perfect moral storm
(Gardiner, Hartzell-Nicholls 2012)
contributing to negative climate impacts for centuries,
and Russia, may well benefit from climate
For discussion
Who pays?
through colonization.
argument?
made?
242
the fundamental question of how we compare the future with the present, a question
Consider
intergenerational ethics: how much effort should be made in the present, and at what cost, to
of
people in the future? The more relevant question for TOK is: what do you need to know to
benefit
that question?
answer
Referring to the questions above, do we expect different cultures around the world, with their
3.
religious and spiritual beliefs, to have comparable answers?
diverse
4. How might we bridge the differences in responses?
humankind is to have any chance of managing
If
change, of reaching a consensus and
climate
an international effort, we would
coordinating
from understanding how different
benefit
nations and cultures answer these ethical
people,
The alert reader will have noticed the
questions.
embedded in the above sentence.
assumptions
completely different outcome is also possible:
A
technology bails humanity out, allowing
that
to avoid these existential ethical challenges.
us
there are other global issues requiring
However,
collaboration and consensus
coordination,
may inspire confidence to know that questions
It
knowledge and ethics are being asked
about
discussed outside of TOK classrooms, that
and
are grappling with the political and ethical
others
the clip from 4:50–8:15 in the video,
In
Lucht talks about what it would
Wolfgang
to build an integrated Earth model
take
includes physical, ecological and social
that
based on our current knowledge.
systems,
of the limitations to this holistic model-
One
exercise is that the nature of
building
we have about those systems
knowledge
very different. How could we move our
is
knowledges into a
discipline-bound
are tuned into the kinds of questions that are
you
in TOK, you might start noticing them in
asked
all around you. Follow the link to
conversations
to a conversation between two experts from
listen
human sciences, pondering the essential TOK
the
of the limits of knowledge in the context
topic
the Anthropocene. Consider the kinds of
of
that guide their discussion.
questions
terms: Anthropocene
Search
“Limits of
Campus
How can we make any authoritative claims
1.
the whole world, if our knowledge is
about
made up of ill-fitting pieces with
essentially
gaps between them?
significant
17:00, Lucht speaks about the balance
At
needs to be struck between intellectual
that
and the responsibility to act when we
humility
reasonably confident in our predictions.
are
Is there any point at which intellectual
2.
stops being a virtue and becomes
humility
excuse for inaction? If so, how and
an
would you draw the line?
where
IV. Ethics
IV. Ethics
knowledge”
among different peoples and their knowledges.
When it comes to the abundant scope and breadth of
IV.1 Limits to growth and the limits of
human knowledge
the Anthropocene and its concerns, one can ask: what
are the limits of observation, accuracy, measurement,
and calculation? What are the limits of descriptive
accounts and written representations? How can one
deal with uncertainty, ignorance, or risk?
challenges of human knowledge and action. Once
(www.anthropocene-curriculum.org 2014)
For ref lection
The unity of knowledge and trusting
our knowledge
unified model?
243
last example brings together ideas from
The
this chapter: the role of quantification,
throughout
problems of measurement and the implications
the
applying simple knowledge to complex
of
At its core, the Anthropocene might
phenomena.
a problem of growth. The United Nations
be
on Sustainable Development in 2012
Conference
with the video linked here, tracing how
opened
growth of humanity became a force that shapes
the
state of the world, especially since the 1950s.
the
this reason, we zoom in on knowledge issues
For
growth—what do we know about it, what kinds
of
responsibilities rest with that knowledge, and
of
kind of action can we take based on it?
what
terms: “Welcome to the
Search
on Vimeo
Anthropocene”
knowledge in the
Predictive
Anthropocene
the context of the Anthropocene, we often
In
estimates and approximations of how
hear
time we have to act on various issues
much
it is too late. Predictions and fears of
before
and ecological collapse are certainly
economic
new. In 1972, systems scientists at MIT
not
predicted that ecosystems would
famously
by the mid-21st century. Their report,
collapse
to Growth”, was criticized and
“Limits
as disaster fantasy, for simplistic
ridiculed
pessimistic simulations that assumed
and
technological progress, and for having
little
8IV. Ethics
Making connections
Knowledge and language
The language of growth
language used to describe growth has changed as
The
knowledge about environmental impact and natural
our
depletion has grown. What started out as
resource
growth evolved into sustainable growth and
economic
now split, with the dominant concept being green
has
while an increasingly audible academic and
growth,
political minority advocate for a post-growth paradigm.
Figure 8.6 A koala perishes in the Australian bush res of 2020
the past seven decades, GDP growth has stood as
For
primary economic objective of European nations.
the
We are now exceeding the safe operating space
…
humanity on this planet, and there is no sign that
for
activity is being decoupled from resource use
economic
pollution at anything like the scale required. Today,
or
social problems within European nations does
solving
require more growth. It requires a fairer distribution
not
of income and wealth that we already have.
(ICTA 2018)
For discussion
an anti-growth agenda. Well before them,
244
1798, Thomas Malthus argued that human
in
would end in misery because of unchecked
life
growth. His logic seemed
consumption
resources were finite, while needs
inescapable:
wants were growing quickly—but then
and
technology.
came
sets of predictions are yet to come
Both
the “Limits to Growth” thesis has
true—but
much more popular in the 21st century.
become
groups of scientists have observed
Independent
contemporary data suggest we are on the
that
predicted by the MIT team. How do
trajectory
know this? It is possible of course, to look
they
the details of their methodology but, for the
at
else can we do to measure and move towards
What
matters in the Anthropocene? To begin with,
what
can identify and agree on the things that matter,
we
find ways to measure them. Ecological impact,
and
can be asked about the power and
questions
of predictive knowledge.
validity
1. What counts as evidence for the accuracy of
If experts suggest different courses of
2.
based on different predictions, which
action
Given the complexity of the calculations
3.
predictive knowledge about the
underlying
of the world, what is the role of trust in
state
this knowledge?
communicating
Does predictive knowledge bestow
4.
responsibilities on those who
special
and the living standards of typical
wellbeing,
have all been put forward as important
people
that are more feasible than they might
indicators
seem.
IV. Ethics
IV. Ethics
a prediction?
can we use to judge which one is
criteria
reliable?
more
purposes of analysis in TOK, more general
produce it?
Figure 8.7
The planetary
boundaries (www.anthropocene.info)
245
to show it how it was.” This was th propr aim of history and th historian, aording
“Simply
Lopold von Rank (1909), onsidrd th pionr of th modrn disiplin. Our xploration in
to
important storis aout past vnts and prsonalitis, and TOK invits us to larn aout this
th
human ndavour that produs and prsrvs knowldg aout th past. W xplor
inrdil
and prati of history, you will
knowldg
multipl prsptivs on what history
nountr
and is not, how it is and ought to don,
is
what its purpos might . Th historian
and
Elton is known for Th Practice of
Goffry
(1967), a manifsto on studying, writing
History
tahing history. H latr summarizd ths
and
as follows.
prinipls
this haptr will show that nothing is so simpl aout this AOK. History invits our uriosity to
what guids historians and non-historians among us in th study of history.
History
9
. S C O P I E
of ody th of xploration your Throughout
History provides the laboratory in which human
experience is analysed, distilled and bottled for use.
The so-called lessons of history do not teach you
to do this or that now; they teach you to think more
deeply, more completely, and on the basis of an
enormously enlarged experience about what it may
be possible or desirable to do now.
(Elton 1991)
246
of telling us that certain conditions
Instead
be shown, from past experience, to lead to
can
assured consequences, history for ever
certain
the unexpectedness of the event,
demonstrates
so instils a proper scepticism in the face of all
and
vast and universal claims. A knowledge of the
those
should arm a man against surrendering to the
past
peddled by too many myth-makers … .
panaceas
I will burden the historian with preserving
Thus
freedom, freedom of thought and action.
human
som tim onsidring th dpr
Spnd
of Elton’s words, in partiular what h
maning
aout th kind of knowldg w produ
says
aquir in this AOK.
and
is widly said and oftn livd that
It
rpats itslf, and that thos who do
history
What do you intrprt from Elton’s words
1.
whthr h thinks pattrns in
aout
How dos th assumption aout pattrns
2.
history afft th prditiv powr of
in
Elton dsris knowldg of history as a
3.
of intlltual slf-dfn. Dos this
form
with you? Rflt on a tim you
rsonat
usd your knowldg of history in
hav
There is the past and there
I.1
history is
is not th past, ut th study of th past
History
th ody of knowldg that rsults from that
and
Thr ar many ovrlapping, imprftly
study.
trms hr: th writtn rord, th
synonymous
rord, historial narrativs, writtn
historial
rordd history, historial aount
sour,
so on. Through th work of historians,
and
historial past is produd, onsisting of
a
fats, whih is diffrnt from th past
historial
Fw will hallng this distintion, ut
itslf.
dos not man that th rlationship twn
that
happnd in th past, and what w know
what
it through history, is straightforward or
aout
unompliatd.
numr of knowldg issus aris from th
A
that historians ar not tim travllrs ut
fat
lik intrprtrs of th tras of th past.
rathr
dos it man thn for a historian’s aount
What
rflt th past auratly? If w apt that
to
nvr ass th past as it was, thn
historians
an thr hks on thir work that ar
how
hks? What or who is th final aritr,
“ral”
authority on what atually happnd? Th
th
answr is that thr is non. This haptr
short
th ways historians and non-historians
xplors
and to an xtnt ovrom, this
nountr,
W onsidr xatly what rmains of
prolm.
past, how historians ass it and how thy
th
I. Scope
I. Scope
history xist?
historial knowldg?
this way.
(Elton 1991)
For ref lection
Historical knowledge
onstrut thir aounts.
not larn from history ar doomd to rpat it.
247
I. Scope
7 raises the question of whether science
Chapter
special reporting rights on nature—whether,
has
the methods and tools available, scientists
through
speak for nature or listen to nature speaking for
can
Consider how this relates to AOK history. Do
itself.
have special reporting rights on the past?
historians
they, through the methods and tools available to
Are
able to speak for the past or allow the past to
them,
through and speak for itself? What alternate
come
traditions or tools might help us to know
disciplines,
or in a small group, onsidr how
Individually
viw th distintion twn th past and
you
Try to map out this distintion, for
history.
through a Vnn diagram, to xprss
xampl
What happns in th aras of offst (that
1.
whr th past and history do not
is,
Why don’t th past and history ovrlap in
2.
aras?
ths
If you ar working in a group, ompar
3.
diagrams and shar what you
your
as signifiant similaritis and
idntify
diffrns.
Considr, for xampl, th rols of sin
4.
thnology for making nw mthods of
or
th past availal. What would
studying
say ar othr fors that nlarg th
you
Considr th aras in your map that do
5.
ovrlap. What ar th onsquns of
not
offst for th kind of knowldg w
this
in history?
produ
Th IB rquirs a 10-yar ooling priod
6.
vnts taking pla and th first
twn
aounts of thm. Why is this
historial
or dsiral?
rquird
go ak to th ginning. In th ontxt
Lt’s
history, oth th whn and whr of “th
of
ar traditionally attahd to th
ginning”
of litray. In this viw, vrything
dvlopmnt
suh a tim is dsignatd as prhistorial,
for
domain of myths and traditions, and as suh
th
th ralm of history. Th first writtn
outsid
dat ak to around th 4th millnnium
rords
in plas suh as Egypt, Msopotamia
bce,
China. Som mark this as th ginning of
and
vn though th first historians will not
history,
for many nturis, no arlir than th
appar
ntury bce. This gap twn th advnt of
5th
and th writings of th first historians—a
litray
rfrrd to as protohistory—varis gratly
priod
diffrnt soitis. Evn within litrat
among
th inonsistnt rat of adoption
soitis,
litray mant that som sgmnts of th
of
wr xludd from ontriuting to
population
historial rord for muh longr.
th
unvn ginnings of litray, omind
Th
gloal moility during th “Ag of
with
produ a priod during whih
Disovry”,
and protohistory aquir a prolmati
prhistory
Litrat soitis, whih had rahd
dimnsion.
stag whr history was said to gin, wr
a
and oming into ontat with
“disovring”
(and thrfor y this dfinition
pr-litrat
popls, and produing th first
prhistori)
rords and historial narrativs aout
writtn
What was prolmati is that in many
thm.
this nountr happnd in th ontxt
plas
olonialism. Historians Ptr Shmidt and
of
Mrozowski dsri this as follows.
Stphn
9
Making connections
Reporting rights
the past or learn lessons from it?
I.2 Literacy and discovery
For discussion
Mapping the offset between the
past and history
th rlationship twn th past and history.
ovrlap)?
sop of history?
248
the eighteenth century, the concept of prehistory
Since
exported by colonialism to far parts of the globe
was
applied to populations lacking written records.
and
in these settings came to represent primitive
Prehistory
still living in a state without civilization and its
people
index, literacy. Yet, many societies outside
foremost
Western world had developed complex methods
the
history making and documentation, including epic
of
lal “prhistorial” and th Europan
Th
of olonizd popls hav
protohistoris
What dos it man to xlud a popl’s
1.
of thir past from history asd
knowldg
is not a nutral trm mrly
“Prhistory”
to a priod dfind y illitray,
rfrring
othr ritria. Its onnotations,
among
th ontxt of olonialism,
aquirdin
its ontinud us today.
prolmatizs
an xampl, onsidr historian and
As
Shmidt’s aounts from
arhaologistPtr
arr in Tanzania, whih rvald
hisarly
him “how our usag of takn-for-grantd
to
an offnd snsiilitis whr
onpts
usof suh trops arris th stigma of
th
nford invisiility of loal
rasurand
onsigns thir knowldg to a ralm of
•
ultur
frams that ultur as primitiv, at a stag
•
dvlopmnt for history an said
of
srvs to dny thir xistn as our
•
ontmporaris.
and the use of physical and mental mnemonic
poetry
Even so, the deeply engrained concept of
devices.
entrenched in European minds up
prehistory—deeply
the beginning of the twenty-rst century—continues
to
deny history and historical identity to peoples
to
the world.
throughout
Whn our historial knowldg of a popl
2.
from an outsid prsptiv, how
oms
this afft th omprhnsivnss and
dos
of historial knowldg?
validity
Dos history, whn tthrd stritly to
3.
lav too muh outsid its sop
litray,
onsidrd th st way of knowing
to
past? What altrnativs xist?
th
ths issus, th way history trats its
Byond
has impliations for thir prsonhood.
“othrs”
Tuhiwai Smith rflts on th influn
Linda
Grman philosophr Hgl, who onsidrd
of
as thos who ould “rat” thir
humankind
history, popl apal of rflting on
own
and thir past—only thy wr
thmslvs
as fully human. Othrs wr rgardd as
sn
arhaologists, anthropologists
Historians,
othr ultural sholars in th past oupl
and
dads hav n produing ritial
of
on prhistory. Dos th trm
sholarship
hav any usfulnss today?
“prhistory”
onlud that th trm has visitd too
Ifthy
harm on Indignous Popls and its
muh
us is unaptal, is disarding
ontinud
nough? Shmidt and Mrozowski xplain
it
th politis of knowldg and languag
that
I. Scope
I. Scope
(Schmidt, Mrozowski 2014)
For reflection
The whole of history
signifiant impliations for knowldg.
on th ritrion of litray?
Box 9.1: History and its “others” coexisting in time
non-human or prhistori.
history” (Shmidt, Mrozowski 2014).
Th trm “prhistori”, whn applid to popls:
to gin
ar not simpl in this as.
249
I. Scope
is more than a matter of political
“This
for when the prehistory
correctness,
is used and offends, then it must be
trope
as a device that disenfranchises
recognized
cultures and regions, writing
whole
out of history. Simultaneously,
them
recognize that not all contexts are
we
and that the use of the prehistory
similar
in Europe, for example, may have
trope
and less negative implications
different
The problem arose, and continues, in
…
instances when Western-trained
those
look to the Indigenous
archaeologists
of colonial-era Ireland,
populations
North America, or Australia
Africa,
useful analogues for Palaeolithic or
as
Europeans. Our stance here
Neolithic
one of political action that seeks to
is
our language about how we
change
histories that have been
re-represent
truncated, and distorted through
affected,
use of tropes like prehistory.
active
histories are not repaired or
Truncated
by the use of alternative
recuperated
(protohistoric, ethnohistoric,
tropes
entanglements—all are mere
contact,
while also acting as politically
substitutes
speech) … Complete avoidance of
correct
term is not sufficient because active
the
is required.” (Schmidt,
renunciation
9
Mrozowski 2014)
Making connections
missionary was killed in an attempt to contact the
voluntarily isolated tribe on North Sentinel Island in the
Language and voluntarily isolated tribes
Indian Ocean. Some of the media coverage invoked the
This debate spills over into the question of how we
old, damaging tropes of lost tribes, Stone Age people
describe the few remaining tribes around the world
and prehistoric humans. Chapter 5 discusses the topic
living in voluntary isolation. For example, in 2018 a
of uncontacted tribes.
Figure 9.1
Bonda women on their way to a market in the eastern Indian state of Odisha
250
stion nds with th aknowldgmnt
This
th sop of history is not stati. History
that
hangd in rspons to th hallngs and
has
dsrid hr, and through nw
prssur
in TOK, dos history qualify as an AOK
Why,
it is ordinarily a part of IB Diploma
whn
group 3? Us th following
Programm
as prompts for your disussion.
qustions
Is history an AOK aus of th sop
1.
its sujt mattr or aus knowing
of
is of spial importan to th
history
individual?
ida of prsptivs taks on multipl
Th
in history. Thr ar th high-lvl
manings
w xplor in vry
prsptivs—whih
what, in this as, history is and
AOK—on
to . On this topi, historians rflt
ought
thir osrvations and hops for thir own
on
Thn thr ar prsptivs on
disiplin.
history as oth a disiplin and a ody of
how
has hangd ovr tim, prsptivs
knowldg
om from not only historians ut also
that
a rsult, historial mthods hav volvd to
As
with a widr rang of sours, allowing nw
dal
to ntr into and nlarg th sop
prsptivs
inquiry. W xplor this in th nxt stion.
of
Is it th mthods of history that st it apart
2.
th knowldg produd in th othr
from
3. Why dos it mattr that history is an AOK?
ths qustions will xpos diffrnt
Disussing
and giv you an opportunity
prsptivs
pratis onstruting your own informd
to
answrs.
thorists and ritis who study
philosophrs,
dvlopmnt of knowldg and idas.
th
thr ar prsptivs on how historial
Finally,
is rivd and privd mor
knowldg
in soity, and prhaps this shows us
widly
grat plurality of prsptivs in this AOK.
th
fw popl would laim valu in having a
Whil
mathmatis or sin, many an and
prsonal
insist on thir prsonal and group historis.
do
osrvrs thus argu it is nssary to
Som
what is mant y history to knowldg
limit
y aadmi and profssional
produd
If so, w would hav to aount for
historians.
omissions and rasurs that om with that
th
partiularly in light of th rol of litray
laim,
history. in
nwomrs to th disiplin of history,
As
ar oftn initiatd with prisly
studnts
II. Perspectives
I. Scope
II. Perspectives
thnologis and intrdisiplinary ollaorations.
For discussion
Why is history an AOK?
AOKs?
I I . P E R S P E C T I V E S
Our picture of Greece in the fth century B.C. is
defective not primarily because so many of the bits
have been accidentally lost, but because it is, by and
large, the picture formed by a tiny group of people in
the city of Athens.
(E.H. Carr quoted in H. Carr 2019)
251
II. Perspectives
qustion w xplord in stion I: what is
th
and what do historians do? Typially
history
nountr two shools of thought,
studnts
y two txtooks—Goffry Elton’s
xmplifid
Practice of History and E.H. Carr’s What is
The
Ths txts ar sn to typify th two
History?
and Carr hav not movd far from th
Elton
rading lists of history studnts for
rquird
dads, though svral historians, suh
many
Kith Jnkins (1995), hav suggstd that
as
various rasons this approah is “no longr
for
nough”.
good
xplor th Elton-Carr dat in III.2,
W
should not first that oth Elton and Carr
ut
British historians, and it is important
wr
onsidr how th issus of divrsity and
to
find xprssion in th historial
rprsntation
in your ontxt.
ommunity
2018 two rports ommissiond y
In
Royal Historial Soity (RHS) wr
th
on fousing on gndr, and th
pulishd,
on raial and thni quality within th
othr
In th sam yar, Olivtt Otl om
fild.
first vr fmal lak profssor of history
th
th UK (w rpat for mphasis: it was
in
Follow th link low to har why that
2018).
a point of onrn for th disiplin, through
is
voi.
Otl’s
hr is a onvrsation with Otl and
Linkd
Qurshi, who was involvd with th
Sadiah
trms: Divrsity in
Sarh
HistoryExtra
history
from thir onvrsation and findings
Exrpts
th rport ar providd low, and rais
from
Only 11% of undrgraduat studnts in
•
UK om from lak, minority and
th
akgrounds, as ompard with
thni
in undrgraduat programms
24%
Thr ar multipl rasons for
ovrall.
disrpany. In som plas, it has
this
do with th ontnt of th history
to
whih may not dsignd
urriulum,
rlvant to a lassroom of thnially
to
studnts. But aross th oard,
divrs
is a onrn aout th divrsity
thr
history tahrs. “Thr is this ida
of
9
Box 9.2: Gender and ethnic diversity in
the British historical profession
RHS rport.
“A New Patriotic Song” from a collection of material
Figure 9.2
relating to the fear of a French invasion (1803) British Library
signifiant qustions for TOK.
traditional approahs to historiography.
Historiography is the study of the methods that
historians use; the writing of history.
that who tahs you mattrs as muh
252
what is taught”, says Otl. It is a
as
of rprsntation and rlvan.
qustion
nd to s thmslvs in thir
Studnts
and hav tahrs who spak
tahrs,
Th RHS rport found vidn of an
•
gap in trms of th numr
attainmnt
studnts of olour who graduat
of
th highst distintion. “Studnts
with
vry lar that th sujt nds
wr
mad mor rlvant to thm …
to
ar ompltly and uttrly put off
thy
th urriulum whih thy s as
y
dominatd y Eurontrism and
havily
in vry, vry damaging ways.”
whitnss
Qurshi alls it “asolutly shoking”
•
“a national disgra” that it took
and
2018 for th first fmal lak
until
of history to appointd
profssor
th UK, following Hakim Ali who
in
2015am th first lak history
in
Qurshi argus that “for
profssor.
of history that hav
moststudnts
this sujt at univrsity,
vrrad
hav nvrn taught y a lak
thy
… or a profssor of olor”. To
profssor
why Qurshi mphasizs
undrstand
hr, ovr gndr, onsidr thatin
ra
UK th first fmal profssor of any
th
was appointd 100 yars ago,
sujt
th first lak fmal profssor
whras
any sujt was appointd only
of
ago.
20yars
disussion fouss on th rol of idntity
This
th aquisition of historial knowldg.
in
of argumnts that support th
Think
aout idntity that follows, thn
statmnt
of argumnts that ontradit it. If you
think
working with a partnr, on of you ould
ar
th othr “against”. If you ar in a
and
split into two opposing tams for this.
group,
plays a diffrnt rol in history as
“Idntity
to th othr AOKs.”
ompard
Th onvrsation twn Olivtt Otl
1.
Sadiah Qurshi lavs us with th
and
that divrsity in history is
imprssion
than in othr filds on avrag.
wors
fators afft whthr a givn
Whih
is ttr al to addrss issus
disiplin
Ar th impliations of a lak of divrsity
2.
for th various AOKs?
diffrnt
issus of divrsity and quity ar
Whil
to all ommunitis, profssional
important
ing no xption, divrsity has
historians
impliations for history as a ody of
rursiv
As stion III will show, historians
knowldg.
sk out divrs sours in
intntionally
historial aounts. How thn is th
onstruting
of history srvd y a lak of divrsity
ojtivity
profssional historians? To xplor this
among
w turn to th idas of E.H. Carr,
qustion,
to us y his grat-granddaughtr Hln
rought
who tras th volution of his thinking
Carr,
ojtivity. Carr was onrnd with how
aout
historian frquntly draws not on ojtiv fat
a
History of Soviet Russia was a bold attempt
A
and meticulously to collect all the facts
carefully
and in doing so, [E.H. Carr] articulated
available,
impressively objective approach to Russian
an
… In the lengthy process of writing A History
history.
Soviet Russia he … was initially optimistic; ‘it is
of
to maintain that objective truth exists’, yet
possible
1950 he concluded: ‘objectivity does not exist’.
by
historians believed in objective
Nineteenth-century
… Carr rejected this outdated approach,
history
II. Perspectives
II. Perspectives
aout a history that mattrs to thm.
of divrsity?
II.1 Diversity and histories
ut on thir xprin.
For discussion
The role of identity
describing it as a ‘preposterous fallacy’.
(Carr 2019)
prsnt a as arguing “for” th statmnt
253
was not alon in rflting dply aout
Carr
in th sond half of th 20th
ojtivity
Aftr th First World War and Sond
ntury.
War thr was partiular intrst in
World
and th fors that shap it, and a
history
of dmoratization of th prati
priod
history. Whthr or not historiographrs
of
with Carr, or th dmoratization
agr
th disiplin, thy agr that ths
of
wr promptd y th ris of
ronsidrations
history and opnd up th disiplin to
soial
and othr formrly xludd groups. It
womn
promptd an introsption of widsprad
also
assumptions aout ojtivity
historiographial
th link to a short lip, ntitld “A Brif
Follow
that rounts th huml and rav
Hrstory”,
of th Lsian Hrstory Arhivs and
ginnings
prsn today. What an this tah us aout
its
fforts to divrsify and ontriut to
grassroots
history?
trms: Lsian
Sarh
Arhivs Vimo
Hrstory
Lsian Hrstory Arhivs ar a milston
Th
th ongoing dmoratization of history and
in
th sns of soial onntdnss that
rval
whn a ommunity onstruts its own
ariss
is not just us, in TOK, who dwll on ths
It
whil historians gt on with thir
qustions
Th intlltual movmnt of postmodrnism
work.
hallngd history with dp
(singular, monolithi) to historis
history
Considr th following qustions for
(plural).
that ontinu to shap th disiplin
history
this pross.
through
history gets told? In whose name? For what
Whose
Post-modernism is about histories not
purpose?
retold, untold. History as it never was. Histories
told,
hidden, invisible, considered unimportant,
forgotten,
eradicated. It’s about the refusal to see
changed,
as linear, as leading straight up to today in
history
recognisable pattern—all set for us to make
some
of. It’s about chance. It’s about power. It’s about
sense
how knowldg in history hangs
Compar
tim as ompard to how it hangs in
ovr
1. What happns to disardd knowldg?
2. What is th status of urrnt knowldg?
maks history? W tnd to har this in
Who
ontxt of “(nam of prson) mad history”
th
a lot of tim this happns “today”. Stats
and
mak history y passing lgislation,
an
athlts an do so y raking
xtraordinary
groups of organizd itizns an
rords,
y disoying authority and
makhistory
on.In this ommon-sns viw, history
so
mad y individual or olltiv
apparsto
in th prsnt. Howvr, thr ar som
ation
standards that govrn whn somthing
impliit
from ing on of many vnts in th
gos
ing signifiant nough to join th
past,to
rord.
historial
9II. Perspectives
information.
and nutral truths.
(Marshall 1992)
For discussion
Knowledge in history changing
over time
th natural sins.
II.2 Making history and thresholds
of significance
narrativ of its past.
qustions and ushrd in th opning of
254
an xampl, prhaps an artil or an
Find
that shows somon “making history”.
vnt,
you ar rady, with a partnr or in a
Whn
group, shar your ritria.
small
1. What ar signifiant similaritis and
If you shar your idas as a lass, whih
2.
rgularly mrg as markrs of
things
Draw on your impliit shard
3.
to onsidr th following.
undrstanding
What dos it man for somthing to
(a)
for history?
mattr
Whih groups of popl or kinds of
(b)
ar lss likly to qualify?
vnts
w ar givn th opportunity
Oasionally,
mak history too, at last hypothtially
to
th ontxt of thought xprimnts. For
in
in 2015, th New York Times magazin
xampl,
a pollntitld: “Dar radr: Could you
ran
a ayHitlr?” A snapshot of th rsults
kill
23Otor 2015 showd that 42% of
on
“ys”, 30% answrd
rspondntsanswrd
tak that disussion into th domain of TOK
To
nd to xplor th justifiations hind
w
answrs. It sounds lik an this qustion
th
it is not quit so, rathr it rvals how w
ut
that history is mad: whthr vnts ar
liv
or ontingnt, and th importan
invital
hros, villains, monarhs and shmrs. As
of
Onion puts it, answring th qustion
Ra
killing ay Hitlr rquirs you to think
aout
aout: “your own lifs aout th
dply
of progrss, th inhrnt ontingny of
natur
and th influn of individuals—vn
vnts,
harismati ons—on th flow of historial
vry
(Onion 2015).
hang”
qustions ar fundamntal to how w ah
Ths
aout history, and thought xprimnts
think
tim travlling mak thm mor assil.
aout
if …?” qustions ar xplord whn
“What
ountrfatuals latr in this haptr.
disussing
if you ar still wondring aout th this of
And
trms: Atlanti Ethis
Sarh
killing ay Hitlr
of
stritr dfinition of history ss it as mad
A
historians whn thy study and writ aout
y
vnts. To study what w all “making
past
in vryday languag, historians
history”
th auss of historial vnts. Elton
onsidr
faturd in stion I) was dply onrnd
(who
th qustion of human agny in history.
with
insistd that what drivs history is th will,
H
and ations of popl, and not astrat
hois
struturs and pattrns in soity. Ths
fors,
II. Perspectives
II. Perspectives
For discussion
What matters?
What ritria did you us to dfin this?
diffrns?
historial signifian?
Figure 9.3 Adolf Hitler as a baby
killing ay Hitlr, follow th link.
“no” and 28% wr not sur.
“astrations” ould usful for dsriing
255
II. Perspectives
historial ontxt, ut not for xplaining th
a
of historial vnts. Aording to Elton,
auss
should want to xplain th past and
historians
thy hav a rsponsiility to rogniz th
so
fouss on human auss in history as
Elton
to strutural auss. Considr, though,
opposd
argumnt that som individuals and groups
th
mor likly to rognizd as drivrs of
ar
Decolonizing Methodologies (1999), Linda
In
Smith xplains that history, in Elton’s
Tuhiwai
Allrook, Managing Dirtor of
Malolm
Australian Dictionary of Biography (ADB),
th
th ADB’s vision to inlud th
xplains
of “signifiant and rprsntativ”
iographis
from a “ross-stion of Australian
sujts
This ollag of iographis was to tll
soity”.
history of Australia and srv as a kind of
th
od of Australian idntity.
sour
Figure 9.4 Woollarawarre Bennelong (c. 1764–1813),
th first two volums, pulishd in 1966 and
In
only ight out of th 1182 iographis
1967,
of Aoriginal popl. In th nxt 15 or
wr
yars, th siz of th ADB quadrupld. But
so
svn of th nw ntris wr Aoriginal
only
Torrs Strait Islandr iographis. As of
and
gan with industrialization. Laving
viw,
th day-to-day livs of ordinary popl,
asid
womn, and popl who didn’t
partiularly
to a rtain lass and ra (in lin with
long
historians of his tim), h onsidrd
th
history was mad y thos who hlpd
that
th modrn stat and rought aout
uild
hang. Th onomists, philosophrs,
soial
and othr sussful ntrprnurs
sintists
th only rational individuals apal of
wr
Aoriginal iographis onsist of aout
2017,
of all ntris in th ADB. What ar th
1.5%
of this for knowldg, this
impliations
andinlusion?
addrss this issu, Allrook xplains: “[a]
To
party mad up of Aoriginal and
working
sholars from ah stat and trritory
Islandr
now prparing an Indignous Australian
is
of Biography with narly 200 nw
Ditionary
(Allrook 2017).
iographis”
nw ntris will addd to th
Ths
ut also pulishd as a standalon
ADB
ADB. Commnting on th pross,
Indignous
says that: “aus this is a largly
Allrook
pross, it is likly that
ommunity-drivn
markrs of ‘signifian’ will mrg,
nw
prhaps not so muh y suss
dtrmind
standing on national, stat or loal stags,
or
y what thy rought to ommunity and
as
lif” (Allrook 2017).
family
omittd lif storis of Aoriginal popl
Th
not th only onrn with th ADB. Som
ar
impliatd in atroitis against
olonists,
popl, ar dsrid in vry
Aoriginal
trms, inluding and spially
positiv
thir supposd humanitarian ations
rgarding
Indignous Popls. Frank Bongiorno,
towards
hads th history dpartmnt at th
who
9
impat of human ativity andagny.
history than othrs.
shaping th nw industrializd ra.
Box 9.3: Changing markers of significance and correcting omissions
a Wangal-born warrior and a peacemaker
256
that produs th ADB, pointd out
univrsity
following.
th
whn you’v n running
“Invitaly
60 yars, … th arlist work will
for
out of dat, and spially
somtims
in rlation to th Indignous xprin
so
dispossssion and violn … [th ADB
of
is dolonising a projt whos
tam]
li in an ra for most whit
origins
wr prpard to fa what thy
Australians
thir anstors had don to Aoriginal
and
(Bongiorno quotd in Daly 2019)
popl.”
task of updating th ADB has larly
Th
lmnts of historial rvisionism.
rognizal
th anthropologist Mary Douglas
Howvr,
has argud that ‘history’ is mrly a
(1986)
of th past, as sn through th lns of
rfltion
prsnt. Oftn, Douglas suggsts, th pross
th
rvisionism says mor aout th prsnt than
of
dos aout th past.
it
on whn and whthr rvisionism is
Prsptivs
suspt, valual or futil ar xplord
nssary,
yars sin th mid-20th ntury hav
Th
markd y th aftrmath of war as wll
n
gloal transformations. During
asprofound
th writing and tahing of history has
thistim
wovn togthr with pa-uilding, nation-
n
and roniliation fforts. Amid this
uilding
th rol and approahs tohistorial
akdrop,
hav hangd dramatially, spially
knowldg
trms of its us for intrnational undrstanding
in
duating forpa.
and
has n oth a sholarly as wll as a
This
projt, for th way w know th
politial
has impliations for th shard futur. In
past
ontxt of national shool systms, shool
th
txtooks hav a wid and authoritativ
history
and ar instrumnts of olltiv idntity-
rah
Espially in puli shool systms,
uilding.
txtooks dfin vnts of national prid,
history
th ADB will rquir mor than
Dolonizing
gndr and thni divrsity to th ntry
adding
Th projt of updating prolmati
pool.
ntris is qually if not mor
xisting
ut prsnts signifiant hallngs
important,
intrsting TOK impliations) for th
(with
To find out mor, follow th link to an
tam.
y Paul Daly.
artil
trms: Australian
Sarh
of Biography
Ditionary
vitimhood and historial rlations of
olltiv
and hostility.
rivalry
haptr will hav mad lar that history
This
invitaly slt, omit, rarrang,
txtooks
and simplify from th tras w hav
intrprt
of th past. Whn ths txtooks ar stat-
lft
in national shool systms, thir
santiond
sltions, omissions, arrangmnts,
partiular
and simplifiations om
intrprtations
for most—not dissimilar to th
authoritativ
oxs” w nountr in Chaptr 7.
“lak
or opprssd groups within th stat or
Minority
stats may s ths aounts as iasd and
othr
For ths rasons, history txtooks
manipulativ.
n at th ntr of ontrovrsis—and
hav
historians and politiians alik
duators,
thir potntial to promot pa, as wll
rogniz
prptuat, or vn provok, onflit.
as
thr is muh to larnd from
Thrfor,
losly at ilatral or multilatral txtook
looking
projts in onflit and post-onflit
rvision
spially for pa- and frindship-
ontxts,
Suh projts ar oftn ondutd in th
uilding.
of raking down prjudi and inspiring
spirit
undrstanding twn formr or urrnt
mutual
or nmis. Th tahing of history
hostils
a tool for intrnational undrstanding
oms
paful futur rlations.
and
of this inlud powrful historial
Exampls
suh as th nd of aparthid in
vnts
Afria and th work of th Truth and
South
Commission; th rsptiv
Roniliation
II. Perspectives
II. Perspectives
history for th forgottn
low.
II.3 International understanding and
the revision of history textbooks
257
of Yugoslavia and th Sovit Union;
rak-ups
th Frano-Grman history rvision projt
and
simply “History”
(“Histoir-Gshiht”,
in oth Frnh and Grman). Ths
writtn
st a luprint for rvision projts
xampls
ton down or liminat historial hostility in
to
ountry's rsptiv txtooks, to instad
ah
a narrativ that supports paful
promot
Ths fforts go ak half a ntury.
oxistn.
instan, in 1950 a Grman nwspapr
For
to “dtoxifiation squads” onsisting
rfrrd
British and Grman historians and tahrs
of
aimd to rmov th “poisonous sds
who
y nationalisti hat ampaigns in shool
sown
(Stör quotd in Korostlina, Lässig
txtooks”
Frnh and Danish history tahrs also
2013).
joind th projt, to th point whr
vntually
sam nwspapr followd up th projt a
th
latr with an artil spulating whthr
yar
was going to a “Europan” history
thr
were meeting … with the intention to
They
and discuss each other’s national history
review
in order to eliminate ‘untrue accounts and
textbooks
descriptions of the other nation’ and ‘to
deprecating
an immortalization of nationalistic tensions’
prevent
‘glorications of war’.
or
th following xtrat from th 1937
Considr
of Nations Declaration Regarding the
Lagu
th projt almost xdd
Indd,
to rah th furthr stag of a
rvisionism
transnational txtook. It is on thing
shard
nationstats to hallng ah othr’s
for
history and ooprat in rvising
narrativsof
it is anothr thing ntirly to transnd
thm;
ut aross national divisions and hav a
or
txtook.
ommon
is on suh projt, a shard
Histoir-Gshiht
for oth Frnh and Grman studnts.
history
was proposd y th Frnh-GrmanYouth
It
in 2003 and takn upy th Grman
Parliamnt
for Forign Affairs and th Frnh
Dpartmnt
of Eduation, and finally launhd
Ministry
2008 in th town of Pronn, th sit of th
in
attls of th First World War.
loodist
projts of history txtook rvision
Earlir
hampiond y “intrnationally-
wr
tahrs. For a priod, in th 1920s
mindd”
1930s, vn th Lagu of Nations, th
and
ofth Unitd Nations, pikd up
prdssor
issu. Ths fforts fousd on omparativ
th
toidntify and rvis ssntial
analyss
and misundrstandings of
misrprsntations
of History (Revision of School Text-Books),
Teaching
th prinipls for ahiving intrnational
listing
a. … assigning as large a place as possible to the history of other nations;
b. … giving prominence, in the teaching of world history, to facts calculated to bring about a realisation of
It is desirable that every Government should endeavor to ascertain by what means, … especially in connection with
2.
choice of school-books, … allegations and interpretations as might arouse unjust prejudices against other nations.
the
9II. Perspectives
txtook. Profssor Gorg Stör writs:
othr nations.
(Stöber quoted in Korostelina, Lässig 2013)
For discussion
Perspectives and legitimacy
undrstanding.
1. “It is desirable that the attention of the competent authorities in every country, and of authors of school textbooks,
should be drawn to …
the interdependence of nations.
258
It is desirable that in every country a committee composed of members of the teaching profession, including
3.
teachers, should be set up by the National Committee on Intellectual Co-Operation… .” (League of
history
(a) Whos prsptivs influn what
1.
fats ar taught in shools?
historial
th rol of th govrnmnts,
Considr
history tahrs’ unions,
national
tahrs’ assoiations,
intrnational
ivi organizations,
domsti
non-govrnmntal
transnational
and othrs.
organizations
(b) How should this influn hkd
2. What ar th impliations whn:
xprts from anothr stat ar allowd
(a)
influn how history is taught in a
to
tim, th sop of ths projts has
Ovr
from ilatral to rgional and gloal
shiftd
with th rsult that thir produt is
fforts,
aout national “ompromis narrativs”
lss
allow for alignd ut sparat historis,
whih
mor aout a “ommon” shard history.
and
prsptivs ar gaind or lost in a shard
What
txtook vrsus a national history
history
Whr do your history txtooks fit
txtook?
shm?
inthis
did th moral imprativs and standards
How
ths projts aris? Or, as Simon Lässig
for
“Who initiatd, inspird and arrid out
asks,
projts? … what is th natur of th tnsion
th
intervention and empowerment with rgard
twn
history duation rform …?” (Korostlina,
to
2013). Lässig uss th word “mpowrmnt”
Lässig
to dsri loal ownrship of th outoms of
hr
projts, of th popl whos history is ing
ths
in thos projts. Th alan twn
rwrittn
xprts from anothr stat ar not
(b)
to influn how history is
allowd
and th stat has a monopoly on
taught
gts taught in th national history
what
(a) In trms of th history urriulum,
3.
what irumstans should
undr
historian and history tahrs'
th
limitd?
autonomy
Dos th tahing of history rquir
(b)
or diffrnt ontrols to th
additional
mpowrmnt and xtrnal intrvntion
loal
influns whthr th projt will
ultimatly
would suss look lik? If th mtri is
What
it rsults in a txtook that is offiially
whthr
and shard y two or mor ountris,
santiond
w hav rlativly fw suss storis, and
thn
oms mor ompliatd whn
This
projts ar initiatd, fundd or
rvisionist
y third partis, suh as othr
supportd
stakholdrs and NGOs. For
intrnational
th Southast Europan Joint
xampl,
Projt produd a st of “altrnativ
History
matrials”, and on projt in
duational
East Asia rsultd in txtooks that
North
not offiially santiond ut wr usd to
wr
national txtooks in China, South
omplmnt
II. Perspectives
II. Perspectives
Nations 1937)
Disuss th following qustions.
urriulum?
and ontrolld?
tahing of othr sujts?
givn national duation systm
“sussful”.
Histoir-Gshiht is among thm.
Kora and Japan.
259
II. Perspectives
or indpndnt shools oftn hav th
Privat
to hoos to us txtooks othr than
frdom
What ar th advantags and
1.
of this?
disadvantags
Hav you nountrd diffrnt aounts
2.
“your” history?
of
Hav you xprind or osrvd a
3.
twn th historial narrativs
lash
to your parnts or grandparnts’
known
vrsus th aounts taught
gnrations
you today in national or intrnational
to
duation systms? How hav
English
rspondd? Shar and ompar your
you
in your lass.
answrs
Chapter 7 we encounter Thomas Nagel’s
In
of objectivity as “the view from
description
To what extent is this the goal of
nowhere”.
education systems in general, and of
international
history textbooks in particular? To what extent
their
this goal possible and desirable?
is
has your acquisition of knowledge, in history
How
other AOKs, been shaped by the compromises
and
have been made to make knowledge objective
that
neutral? or
of th ontxtual fators to onsidr
Som
whthr ths projts ar ondutd in
ar
or ongoing onflit thatrs, and
post-onflit
thy spill ovr national oundaris.
whthr
an important fator is whthr
Additionally,
mrg within post-olonial or prsnt-day
thy
olonial stats, suh as India and Canada
sttlr
rsptivly.
used to think that the profession of history, unlike
I
of, say, nuclear physics, could at least do no
that
rvision projts rquir thos involvd
Txtook
agr not mrly on th fats of dats and
to
of vnts, ut on th auss, signifian
plas
impat of vnts, and how ths vnts
and
xampls rval a politial dimnsion
Ths
onsnsus and disagrmnt in history.
to
projts ar asd on th ida of tahing
Many
through multipl prsptivs, with
history
ojtiv ing to giv spa to diffrnt
th
inluding onfliting viws. This
vois,
gaind popularity in Wstrn and
approah
Europ in th 1970s, and movd th
Northrn
of historial knowldg from th ontnt
fous
txtooks—th “fats”—to th aility to
of
sours and prsptivs.
valuatmultipl
is this approah to history appropriat on a
But
xtnt to whih “th us of multipl
Th
and ontrovrsy" is univrsally
prsptivs
is an opn qustion. Lässig dsris this
usful
as nssarily a Wstrn onption of
approah
there situations in which dierent source
Are
and historiographical interpretations
statements
place too high demands on pupils and
simply
in which both rather require a ‘usable past’
teachers,
9
For reflection
Common textbooks and
Now I know it can. . . . We have a responsibility
harm.
historical facts in general, and for criticizing the
to
politico-ideological abuse of history in particular.
(Hobsbawm 1993)
“compromise narratives”
th approvd stat duational matrials.
onstrut th national narrativ.
gloal sal?
Making connections
History, objectivity and the knower
historial instrution, and asks th following.
with a master narrative that provides direction …?
(Lässig in Korostelina, Lässig 2013)
260
th multipl-prsptivs approah
Finally,
dissminating historial knowldg will
to
ompliatd y issus of powr
invitaly
idology. Th US/USSR Txtook Study
and
spannd ovr a dad from th 1980s
Projt
ultimatly faild for politial rasons.
and
many points of divrgn in this as
Whil
hav n fixd y giving voi to
ould
othr’s prsptiv, othr issus, suh as
th
and xplanations of th idologial
dsriptions
of politial and onomi systms,
dimnsions
irronilal. On of th rports on th
provd
onludd: “Txtooks will ontinu
projt
writtn from th prsptivs of ah
to
This nd not impd aurat txtook
soity.
(Mhlingr in Eklof 1993).
tratmnt”
is mant y “aurat” hr, and in history
What
an AOK? Dos it man fatually orrt,
as
doing history, what dos th historian hav
In
to? This qustion has for nturis
ass
th mthods and tools of historians who,
shapd
y trial and rror, or laps of insight,
whthr
dvlopd a prati that urrntly aims to
hav
and valuat sours, intrprt th vidn,
find
ronstrut a truthful narrativ of th past.
thn
that this viw of history, in th prding
Not
involvs a omposit of two knowldg
sntn,
first, that th prati of history shaps
laims:
mthod; and sond, that history is aout
its
truths of th past. Nithr should
disovring
for grantd. What altrnativ laims xist?
takn
would you valuat ths laims? This
How
of history ar wll aquaintd with th
Studnts
twn th past (th st of vnts),
diffrns
in trms of rprsntation, fair in trms
aland
dsription of diffrnt idologis?
of
hav disussd projts twn
W
of rlativly similar powr—
stakholdrs
and Grmany, th Unitd Stats and
Fran
USSR. th
(a) What diffrns mrg whn thr
1.
an imalan of powr twn
is
What kinds of hks and alans an
(b)
put into pla to safguard against
knowable past (th sust of vnts for whih
th
hav assil rords), and history, whih
w
shall oniv of as a formalizd narrativ
w
intrprtation of th knowal past.
and
valuation, ojtivity, truth,
Intrprtation,
fat and rord ar fundamntal onpts
ass,
th prati and thory of history as an
within
as wll as within TOK. History is thus,
AOK,
mor than any othr AOK, losst in its
prhaps
to TOK, to th limitd xtnt that suh a
prati
historial rord is typially a writtn history
A
narrativ form, although oral historis,
in
and film ar inrasingly aptd
photographs
part of th rord. Th rord inluds a
as
varity of aounts, from intndd fatual
hug
to lyrial, mtaphorial, mythial
doumnts
artisti rprsntations of th past. Until
and
rntly, writtn languag was th prsrv
vry
a powrful and privilgd minority, among
of
thos who sought to writ history and
oth
III. Methods and tools
II. Perspectives
III. Methods and tools
For ref lection
Power imbalances in historial revision
thpartis?
auss of powr in ths ass?
I I I . M E T H O D S A N D T O O LS
Historians, when practising their craft, must not be
vulnerable to the chauvinism of their discipline, or of
method, identity and ideology.
(Guha 2019)
omparison an mad.
III.1 What remains of the past?
stion will your guid.
261
III. Methods and tools
with an intrst in rading it. What ar th
thos
of this for th historial rord?
impliations
was rordd, for whatvr rason, in
Whatvr
form, w hav only a small fration of
whatvr
lft—tras floating through tim. Historians
it
always ask: whr do ths tras om
must
Who wrot thm, or allowd thm to rah
from?
or may hav faild to stop thm rahing us?
us,
important as ths tras ar, historians must
As
onsidr th asn of tras, th parts of
also
that thy annot s. Historians thrfor
history
to imagin (ys, you rad that right)
attmpt
thy annot s, what might missing
what
th rord, why it is missing, and what it
from
hav shown thm. Post-modrn ritiisms
ould
history argu that this is impossil, and
of
that history is fundamntally prolmati
indd
it is asd on sujtiv intrprtations
aus
this ritiism, Garill Spigl, a historian
To
profssor, and formr Prsidnt of th
and
Historial Assoiation, has rspondd
Amrian
“if txts—doumnts, litrary works,
that:
not transparntly rflt rality,
whatvr—do
only othr txts, thn historial study an
ut
distinguishd from litrary study,
sarly
th ‘past’ dissolvs into litratur” (Spigl
and
How hav historians addrssd this
1992).
This haptr has outlind a fw suh
prolm?
Dmoratizing th disiplin y inviting
fforts.
multipliity of prsptivs, for xampl from
a
notd in I.2, languag and spifially
As
hav playd an minnt rol givn
litray
disiplin’s rlian on th writtn rord.
th
ailitis to undrstand and translat
Thrfor,
hav rstritd ass to th historial
languag
among thos who sought to ontriut
rord,
wll as thos trying to gain knowldg
as
fromit.
Vitorian historian and philosophr, Thomas
Th
is attriutd with th phras: “[t]h
Carlyl,
of th world is ut th iography of grat
history
a lihé oftn satirizd y ontmporary
mn”,
ommntators, ut also rvaling of an
soial
onrn with historial knowldg:
important
individuals in th past hav had oth th
whih
and influn to hav historial rords
intrst
How should w trat ths rords?
writtn?
w s that th mthods of valuation and
Thus
driv dirtly from th natur of
intrprtation
historial rord.
th
II xplord what historial knowldg
Stion
giv to (and tak away from) individuals,
an
and nations—spially in trms of
popls
and idntity. How do w rogniz,
powr
and grasp ths tras of history? Who
find
ass to history and who an ontrol that
has
Th impliations of ass ar profound
ass?
idntity and powr. Ass an lokd
for
ovious ways—onfidntial govrnmnt fils
in
srtiv rligious ladrs that inma gors
and
wll aquaintd with—as wll as in mor
ar
and strutural ways. W hav sn
fundamntal
th mthod and tools usd in history (th
that
in whih it is rordd) an shap what
ways
as history, and who has th han to
ounts
it. rord
instan, only in th past fw dads hav
For
historis n widly rognizd, rordd
oral
inorporatd into historial rords,
and
though Oral Traditions hav n th
vn
mans of intrgnrational knowldg
primary
and transfr for a vast numr
prsrvation
popls around th glo. What might
of
impliations of this for suh ommunitis,
th
trms of thir rprsntation and influn
in
onomi, politial and ultural lif in a
in
9
of tras of th past.
gloalizd world?
non-writtn sours, is on suh xampl.
262
hr 1999 ook, Decolonizing Methodologies,
In
Tuhiwai Smith xplains how many
Linda
that valu oral ways of approahing th
systms
hav n “rlassifid as oral traditions
world
than historis”. This lassifiation suggsts
rathr
th storis and aounts whih ar an
that
part of th fari of ths Indignous
ssntial
and ar mddd in th land,
ommunitis
within popl’s nams and gnalogis
wovn
xprssd through art and raft, do not
and
a valid mthod of aquiring or
onstitut
knowldg.
transmitting
histories, along with generally labelled
Oral
artefacts”, have played an
“material-cultural
role in carrying and communicating the
important
systems of many peoples around the
knowledge
both for themselves and outsiders. For this
world,
the modern practice of taking and storing
reason,
artefacts in museums in the large cities of
such
industrialized nations has significant
advanced
for access to knowledge and ethics—
implications
it is historical, religious or artistic. This is
whether
for example, someone’s battle shield ends up
how,
the prehistoric or artistic exhibit of a museum,
in
when it belongs to a people or culture
even
is very much in the present. What are the
that
of this practice, for history as well as
implications
areas of knowledge? To what extent should
other
return these artefacts to their people, even if
we
means dismantling museums’ collections?
that
explore this issue in more depth in
We
10, II.4.
Chapter
in th futur may wll hav a vry
Historians
prolm, aus prsnt-day ultur
diffrnt
argumnt within history is that its mthods,
On
qustions, ar prnnial: thy apply to
and
lif always and forvr. Lt’s pursu this
human
to s whr it lads.
ida
you ar a historian in 2120, trying to
Imagin
th narrativ of human lif in 2020.
ronstrut
1. What rords do you hav of 2020?
Who mad ths rords, why, and in
2.
form?
what
What, and who, might missing from
3.
rords?
ths
How do th answrs to qustions 1–3
4.
your intrprtation of th rord,
afft
the historian before you begin to study the
Study
The facts … are like sh on the shmonger’s
facts.
The historian collects them, takes them home
slab.
cooks and serves them.
and
ontinu with th mtaphor of tras of
Lt’s
past floating through tim, and assum now
th
w hav a historian willing and al to
that
thm. Th qustion for us is whthr
grasp
historian an “s” ths tras as thy
our
ojtiv rmnants of th past—or
ar—as
th historian nssarily has a sujtiv
whthr
Th kn osrvr will raliz
intrprtation.
thr is anothr, mor fundamntal qustion:
that
an w disrn twn sujtiv and
how
intrprtations of th knowal past?
ojtiv
do w rogniz ojtivity and sujtivity
How
III. Methods and tools
III. Methods and tools
For reflection
Interpreting the historical record
Making connections
Art, museums and ethics
and your narrativ of human lif in 2020?
III.2 The historian’s role
(Carr 1961)
lavs suh a vast matrial and digital footprint.
whn w s thm?
263
III. Methods and tools
historian, journalist and diplomat E.H.
Th
ngagd with this sujt intnsly in
Carr
what w all “historial fats”, as
qustiond
y his grat-granddaughtr, Hln
xplaind
an hangd or manipulatd to nfit thos rlaying thm, somthing w ar autly
“Fats
of today. During Carr’s liftim, Stalin’s rgim dstroyd doumnts, altrd vidn
awar
distortd history ... It is th ontinud misrprsntation and misus of fat, dlirat or
and
that Carr intrrogats in What is History? H nourags any studnt of history to
aidntal,
disrning: “What is a historial fat? This is a ruial qustion into whih w must look a
mor losly.” (Carr 2019)
littl
of E.H. Carr’s ky points was that, aus
On
th vast amount of information availal to
of
th fats, thy invitaly nd up hoosing
of
“fats” to mak us of.
whih
is a historial fat? … Aording to th ommonsns viw, thr ar rtain asi fats
“What
ar th sam for all historians and whih form, so to spak, th akon of history—
whih
fat, for xampl, that th Battl of Hastings was fought in 1066. But this viw alls for
th
osrvations. In th first pla, it is not with fats lik ths that th historian is primarily
two
It is no dout important to know that th grat attl was fought in 1066 and not
onrnd.
or 1067 … . Th historian must not gt ths things wrong. But whn points of this kind
1065
raisd, I am rmindd of Housman’s rmark that ‘auray is a duty, not a virtu’. To prais
ar
historian for his auray is lik praising an arhitt for using wll-sasond timr. … It is
a
nssary ondition of his work, ut not his ssntial funtion. … It usd to said that fats
a
for thmslvs. This is, of ours, untru. Th fats spak only whn th historian alls on
spak
it is h who dids to whih fats to giv th floor, and in what ordr or ontxt. … Th
thm:
rason why w ar intrstd to know that th attl was fought at Hastings in 1066 is that
only
rgard it as a major historial vnt. It is th historian who has didd for his own
historians
that Casar’s rossing of that ptty stram, th Ruion, is a fat of history, whras
rasons
rossings of th Ruion y millions of othr popl for or sin intrsts noody at
th
… Th historian is nssarily sltiv. Th lif in a hard or of historial fats xisting
all.
and indpndntly of th historian is a prpostrous fallay, ut on whih it is vry
ojtivly
to radiat.” (Carr 1990)
hard
Carr’s viw, it was vry lar: th historian
In
for th past aus th past annot
spaks
for itslf. Carr thus advisd his studnts
spak
study th historian for studying thir
to
Th impliation for historial knowldg
fats.
to xamin th rol of th intrprtr and
was
might influn thm. Carr was only
what
among many that grappld with ths
on
Collingwood was a pionr of sujtiv
R.G.
arguing a fw dads for Carr
historiism,
historians “ronstrut” history asd
that
a omination of th availal rord and
on
imagination of th thought prosss of
an
in th past. Considr what his all to
popl
mans for nutrality, authntiity
imagination
truth in history.
and
9
Box 9.4: Does the past speak for itself?
his influntial 1961 ook What is History? Carr
Carr (introdud in II.1).
historians, and thir sujtiv intrprtation
qustions of truth and ojtivity in history.
264
did not go as far as Collingwood; his
Carr
is somwhr in th middl of a
position
twn th mpirial approah
sptrum
y Lopold von Rank and th
spousd
of Collingwood. Rank is famous
idalism
th saying that opnd this haptr:
for
to show how it was”—arguing for
“simply
mpirial history asd on a st of “tru
an
As w hav sn, Carr’s stan was
fats”.
this was impossil: historians hoos
that
fats ar important and, furthr,
whih
fats thmslvs ould lad historians
th
hang thir viws, in a sort of irular
to
that h alld “an unnding dialogu
dan
How would you artiulat th diffrn
1.
th thr viws on history
twn
What ar th diffrns in thir
2.
for truth and ojtivity in
impliations
viw, although midway twn
Carr’s
was still ontrovrsial and promptd
xtrms,
sris of rsponss. In 1962, th stmd
a
and historian of idas, Isaiah Brlin,
philosophr
Carr’s work and ritiizd th ntral
rviwd
raisd. Brlin argud that ojtivity was
issus
if a historian usd an appropriat
otainal
But what would suh a mthod look
mthod.
Elton offrd his mthod in The Practice
lik?
History (1967), writtn largly in rspons to
of
idas. Elton r-mphasizd th rol of
Carr’s
historian as disovrr of truth, asting a nt
th
nough to gathr mpirial vidn and
wid
analysing that vidn. This was
ojtivly
dfn of th traditional mpirial-sintifi
a
of history assoiatd with Rank. Elton
shool
ojtivity as rupral, and truth as
saw
providd th right mthod was
disovral,
whih h dsrid as a mirror of th
usd,
mthod: “historians must ommittd
sintifi
th vidn” (Elton quotd in Rorts
from
lik th dutiful sintist who dos not
1998),
thir hypothsis or thoris to influn
allow
osrvations.
thir
may wondring: what is th purpos of
You
historian, and history, aording to Carr, if
th
is impossil? His position was that
ojtivity
ttr historians hoos th right fats, th
th
fats, to rah a los approximation
important
th truth. To do this thy nd to ris aov
to
own ontxt in history and omprhnd
thir
influns thm—using a dply slf-awar
what
Can you dsri th diffrn in thir
1.
on historial fats?
viws
2. How would thy dfin truth in history?
How would thy know whthr thir
3.
had ahivd truth in history?
work
To what xtnt do thir viws mirror th
4.
undrstanding of sin?
popular
How would Carr dsri an idal
5.
of history?
prati
asid th issus of fats and truth, and
Laving
and valuation, what ls maks
intrprtation
good history? Thr ar a fw gnrally
for
guidlins worth noting. If a larg
agrd
of independent sours agr on a vrsion
numr
vnts, studnts of history should favour that
of
III. Methods and tools
III. Methods and tools
For ref lection
Three views on history
twn th past and prsnt”.
As a studnt of TOK, onsidr ths qustions.
outlind aov?
analysis and judgmnt.
historial knowldg?
For discussion
History and truth
Think aout th viws of Elton and Carr.
to allowing intrprtations of th past to mrg
265
III. Methods and tools
instad of othr vrsions. On th mattr
vrsion
sours, a alan of primary and sondary
of
should sought, to provid y-witnss
sours
as wll as mor-rmovd, and possily
aounts
ig-pitur prsptivs. How
lss-snsational,
historians judg th indpndn of a sour
do
dtt vstd intrsts? Studnts of history
and
familiar with th “OPVL” mthod,
may
xamins th origins, purposs, valu
whih
limitations of a sour. Clarly, th prson
and
judgmnts aout ths ritria is a ky
making
and studnts would do wll to rmmr
fator,
advi to study th historian for you
Carr’s
thir fats.
study
contrasting views of the historian’s role and
These
have had implications for how the discipline of
method
ts vis-à-vis the sciences and the arts. It may be
history
that the empirical traditionalists would rmly
obvious
history among the social sciences, claiming that
place
like social scientists, sought to ll gaps
historians,
their knowledge and reach generalizations that
in
their understanding of the subject. Carr and
broadened
agreed. Collingwood's limited denition
Collingwood
science as “any organized body of knowledge”
of
et al 1999) was suciently vague to
(Collingwood
this—but made a clear dierentiation between
allow
natural sciences and history. Collingwood argued
the
scientists could know “real” things about the
that
world in the present, whereas historians had
physical
imagine the thoughts and motivations of actors in the
to
Hugh Trevor-Roper, yet another late-20th century
past.
historian, took Collingwood’s ideas further and
Oxford
that history should be understood as an art
argued
because of this need for and reliance on
precisely
of th rol of th historian is to ovrom
Part
just limitations in trms of availal sours,
not
also in trms of thir own and othrs’
ut
falliility. Hindsight ias affts history
human
partiular; it rfrs to th tndny for popl
in
priv vnts that hav alrady ourrd as
to
for th vnts took pla. This has n
wr
to tru vn whn th vnts in qustion
shown
popl in ral tim. Anothr framing of
surprisd
ias is that whn popl larn th outom
this
vnts, thy tnd to ovrstimat thir aility
of
hav prditd it, or th xtnt to whih it was
to
Th study of hindsight ias and many
invital.
iass was pionrd y psyhologists in
othr
1970s, and a larg ody of aadmi litratur
th
th xistn and impliations of ths
doumnts
Nik Chatr, a profssor of havioural
iass.
disusss som of th impliations for
sin,
bias raises a question about how we think
Hindsight
history. Looking back into the past, we often
about
we can understand how things really were—like
think
caused the 2008 nancial crisis, the collapse
what
communism, or the rst world war—because we
of
how things turned out. But now we know about
know
bias we should be suspicious of this ‘feeling
hindsight
understanding’. The idea we can look back on history
of
hav found that hindsight ias is
Psyhologists
to thr fators.
du
Mmory distortion, whn you forgt what
•
thought for an vnt and annot
you
ak without it ing ontaminatd
look
your prsnt opinions. For xampl, “I
y
how ad things smd whn I
rmmr
ommunist Russia”.
visitd
Popl liv in th invitaility of vnts.
•
xampl, “ommunism was ound to
For
Forsaility—th xtnt to whih you
•
you an fors things—is typially
think
For xampl, “I always knw
ovrstatd.
wouldn’t last”.
ommunism
rounts a study in whih rsarhrs
Chatr
an osur attl in history, and ask
dsri
groups of popl who was most
two
to win asd on th information givn.
likly
9
history and historians.
Making connections
History as art or science?
and understand it should be viewed with scepticism.
(Chater 2015)
imagination.
ollaps soonr or latr”.
Howvr, th sond group alrady knw who
having n mor prdital than thy atually
266
won th attl. Whil popl in th
atually
group on avrag ould not tll, and had
first
ida who would win, thos from th sond
no
said it was ovious from th start who
group
win. “Yt th two groups had xatly th
would
information, xpt for this on fat: how
sam
What would an xampl of how a
1.
aount is afftd y hindsight
historial
2. Rfr to your xampl of hindsight ias.
To what xtnt ar historians
(a)
to this ias?
susptil
How might historians, through th
(b)
of th tools and mthods in thir
us
ontrol and ovrom
disiplin,
ias?
hindsight
as th study of th mthods
Historiography,
historians us, is a usful ntry point
that
studnts sking to idntify knowldg
for
and issus within history as an
laims
For xampl, th historiography of
AOK.
rvals how historians hav studid
olonialism
inluding th diffrnt sours,
olonialism,
thniqus and ontrovrsis, and an
mthods,
what inflund historians in thir work
rval
olonialism.
on
haptr has prsntd svral of th viws
This
ontriutions to historiography of British
and
primarily at th univrsitis of Oxford
mn,
Camridg. It is worth noting th arlir
and
mad y writrs from othr parts
ontriutions
th world, though this vry rif history of
of
annot do justi to th many divrs and
history
historial traditions around th world.
important
aadmi and ultural ontxts hav
Diffrnt
diffrnt approahs to studying
pursud
many of whih hav ulminatd in
history,
of history w hav today. Th
thpratis
Msopotamia, ut th
fromAnintEgyptand
narrativ rords y idntifial authors,
first
to inform futur gnrations aout
writtn
om from China and Gr, mrging
vnts,
th 5th ntury bce. Hrodotus is
around
rfrrd to as th foundr of history
somtims
is among th first on rord to attmpt to
and
twn mor and lss rlial sours,
judg
also to hav produd writtn aounts
and
diffrnt ulturs y travlling widly. His
of
attriutd an important rol to th gods in
work
vnts. It was Thuydids, writing
dtrmining
fw gnrations latr, who stalishd a mor
a
approah y rmoving divin
rationalisti
from his aount of th war twn
ausality
and Sparta, whih st a prdnt for
Athns
Christian and Islami historiography
Early
gav importan to writtn as opposd
oth
oral sours, whih had n prfrrd y
to
historians in Gr and Rom. This
lassial
a prdnt that would last millnnia.
st
history was an important task among
Writing
III. Methods and tools
III. Methods and tools
it turnd out” (Chatr 2015).
For ref lection
Overcoming the hindsight bias
ias?
futur historians.
III.3 A very brief history of history
arlist historis on rord ar hronologis
267
III. Methods and tools
monks and lrgy in th Middl
Christian
who oftn rordd vnts yar y yar
Ags,
hronils. Early Islami historial writings
in
th 7th ntury, on th othr hand, had to
from
with numrous onfliting narrativs
ontnd
ompting sours aout th Propht
from
lif, and th writrs dvlopd
Muhammad’s
suh as Ilm al-Rijãl (th sin
mthodologis
narration) to distinguish authnti hadiths,
of
oth histori and rligious knowldg.
using
Ara historian and historiographr In
Th
writing in th 14th ntury, is rgardd
Khaldun,
som as a pionr of historiography and th
y
of history, produing th first dtaild
philosophy
and ritiqus of historial mthods. His
studis
ook, Muqaddimah, st out a framwork for
1377
osrvations of systmati ias in history.
making
many historial works, th ook ontains
Lik
that w know to wrong today, as
lmnts
as xpliit raism, ut has n nonthlss
wll
and praisd as a sminal work. Franz
idntifid
sholar and profssor at Yal, has notd
Rosnthal,
Islami sholars suh as Khaldun “ahivd
that
dfinit advan yond prvious historial
a
in th soiologial undrstanding of
writing
and th systmatisation of historiography”
history
1952). Mor rntly, Mark Zukrrg
(Rosnthal
Muqaddimah as rommndd rading in
inludd
famous Enlightnmnt-ra philosophr
Th
had a signifiant influn on th
Voltair
of historiography, rjting for
dvlopmnt
suprnatural fors and rligious
instan
and fousing lss on kings, “grat
intolran,
and wars. His approah would prov
mn”
influntial to futur historial writing.
dply
Gion, a British historian writing
Edward
fw yars aftr Voltair, would add to this
a
a havy rlian on primary sours for
styl
six-volum History of the Decline and Fall of
his
Roman Empire, pulishd in 1776, that also
the
modrn historians. Latr th Annals
inflund
of history, prhaps dirtly inspird y
shool
was influntial in pivoting th fous
Voltair,
Frnh historial rsarh towards long-trm
of
historis, paying attntion to onomis,
soial
and soiology, rathr than th
gography
(and snsational) mphasis on war,
traditional
and diplomay pratisd y 19th and
politis
ntury historians. Yt this was not a
arly-20th
trnd; Elton, as shown arlir, plad
dfinitiv
mphasis on th rol of individual agny
grat
history, avoiding th mphasis on soial trnds.
in
in th 20th ntury saw a ris in th
Latr
of soial history, in th tradition
popularity
th Annals. Although onrnd with th
of
of ordinary popl, soial historians
xprins
lss rliant on narrativ, and mor on
wr
sins and quantitativ tools. This trnd
soial
to a dgr towards th nd of th 20th
rvrsd
whn narrativ forms mad a omak.
ntury,
Marx inspird Marxist historiography that
Karl
soial and onomi onditions,
mphasizd
lass onflit and intrations,
partiularly
dtrmining historial outoms. Marxist
as
was strikingly diffrnt in
historiography
th importan of human
d-mphasizing
and idas. It was known as historial
agndas
aus of th ntral rol of
matrialism
onditions in dtrmining history.
matrial
historians am known for writing
Marxist
from low”, also alld popl’s
“history
that onsistd of narrativs from th
history,
of ommon popl—partiularly th
prsptiv
th opprssd and th nononformists or
poor,
mor rnt hangs in th prati and
Th
of history hav n drivn y gndr
thory
post-olonial historians and
historians,
th lattr qustioning
post-modrnists—with
9
his 2015 yar of ooks.
outsidrs, rathr than ladrs.
whthr history an truthful at all.
268
ak through th rif ovrviw of
Look
aov.
history
What has n th alan twn dirt
1.
ontxtual auss of history?
and
How would you haratriz th mthods
2.
and prsptivs in, this ovrviw?
of,
At the frontier of conventional
III.4
historiography
th following xampls will show, history
As
not th isolatd disiplin that you might
is
it to , writtn y lonly historians,
imagin
through arhivs and sitting with thir
ploughing
Rathr, history shars porous oundaris
fats.
othr disiplins—psyhology, onomis,
with
politial sin and gography—and
soiology,
avnus of intrdisiplinary rsarh.
xiting
Klly Knowls has usd augmntd
Ann
gography to xamin th disastrous
historial
of Gttysurg during th Amrian
Battl
CivilWar.
trms: Smithsonian
Sarh
of Gttysurg Rort
Battl
Knowls usd nhand mapping
Partiularly,
y softwar usd in th dfn and
aidd
gam industris to simulat what
vido
L and Gnral Longstrt would
Gnral
sn during th attl. Knowls likns
hav
to looking at th past through augmntd
this
glasss. It rvals what may hav ausd
3D
gnrals to mak th disions that rsultd
th
thousands of asualtis, qustions that hav
in
Civil War historians vr sin.
apturd
onsidring Gnral L's vantag
Whn
from th top of th Luthran Sminary,
point
mthodologis ar dply rlvant to TOK
Suh
th sparation of disiplins, inluding
aus
roadr sparation of aras of knowldg, is
th
in th first pla.
ontstal
rmains of th past was xplord in
What
Hr, in Box 9.5, w onsidr how Ann
III.1.
Knowls usd advand mapping and
Klly
asd on satllit imagry and
modlling,
softwar, to simulat th Battl of
military
and xamin what may hav
Gttysurg
Gnral L and Gnral Longstrt to
ausd
th disions thy did. This is an ovious
mak
of how thnology has oth rast
xampl
historial qustions and providd
traditional
tools to answr thm. It has also rought
nw
opportunitis to ring disiplins togthr,
nw
as historial gography, a rih and ativ
suh
in its own right. Thnology also has
disiplin
inrasing rol in intrativ transmission
an
historial knowldg, for xampl in virtual
of
that draw on psyhology, ognitiv
xhiitions
and history.
sin
vn fators in th xtra inhs of
Knowls
affordd y L’s oots. “W an’t
sightlin
for th haz and smok of attl in
aount
though in thory you ould with gaming
GIS,
hav long datd L’s disions at
Historians
Gttysurg.
ould suh an xptional
“How
xprt in rading trrain,
ommandr,
to rogniz th attak would a
fail
Th traditional xplanation,
disastr?
in partiular y L admirrs,
favord
that his undrling, Gn. Jams
is
faild to proprly xut
Longstrt,
ordrs.” (Horowitz 2012)
L’s
analysis, asd on modlling what
Knowls’
mn ould s, shows that L ouldn’t
oth
what Longstrt was doing or what thir
s
(th Union) was doing. Manwhil,
nmy
saw what L ould not: Union
Longstrt
rady on th othr sid of opn trrain
troops
III. Methods and tools
III. Methods and tools
For reflection
Review the overview
Box 9.5: The Battle of Gettysburg in 3D
softwar” sh says (quotd in Horowitz 2012).
E L
269
III. Methods and tools
h had n ordrd to marh aross.
that
of xposing his troops, Longstrt
Instad
a muh longr ut shildd marh
hos
launhing th assault. Th dlay
for
th Union offirs to ttr lin
allowd
thir dfn—and Knowls’ mapping
up
thy had a muh ttr viw of th
shows
attlfild.
to Knowls, this rsarh hlps
Aording
Longstrt and rvals th diffiultis
vindiat
fad in ovrsing th attl, ut also
L
qustions rathr than providing
raiss
was th psyhologial fft on
“What
of sing all that arnag? H’s n
L
in ommand for, ut h sms a
ool
unhingd on th night of th sond
it
of attl, and th nxt day h ordrs
day
disastrous] Piktt’s Charg. Mapping
[th
xplor th vision of history as a full human
Lt’s
applying quantitativ and modlling
sin,
that pross larg sts of data to tst
thniqus
and yild gnralizd onlusions.
hypothss
vision has om undr attak rpatdly.
This
“historiist” ida that th study of th past
Th
usd to shd light on ontmporary issus
an
to prdit vnts in th futur has widly n
or
trms: Natur Human
Sarh
History as sin
yls
is namd aftr Clio, th anint
Cliodynamis
mus of history, and is th rainhild of
Grk
Turhin, who applid mathmatial and
Ptr
thniqus to idntify and modl th
sintifi
fors that, h says, shap history. But
soial
is viwd with grat sptiism
Cliodynamis
illgitimat in historial irls. Howvr,
judgd
xampl is xplord low. Cliodynamis is
on
intrdisiplinary program ridging history,
an
and politial sin with quantitativ
soiology
in an attmpt to oth undrstand
mthods
past and prdit th futur. As you rad
th
onsidr why this approah has not n
on,
mor nthusiastially y historians.
mrad
most historians, who hav rsistd th
y
that history oprats on pattrns, or that
idas
pattrns ar knowal and an usd
ths
prdit th futur. Instad, thy s history
to
a omplx stw of han, individual
“as
and on-of-a-kind situations that no
foils
‘sin of history’ will vr
road-rush
(Spinny 2012).
aptur”
Darnton, a ultural historian at Harvard
Rort
statd: “Aftr a ntury of grand
Univrsity
9
dfinitiv answrs.
h ould s hlps us ask qustions
what
havn’t n askd muh for.”
that
(Horowitz 2012)
Figure 9.5 Map of the Battle of Gettysburg published in 1863.
The Union Forces are shown in blue and the Confederate States
Army in red.
Case study
Using history to predict the future
thory, from Marxism and soial Darwinism
270
Number of violent events per 5 years
struturalism and postmodrnism, most
to
hav aandond th lif in
historians
Turhin is dtrmind to show that “history
Yt,
not ‘just on damn thing aftr anothr’”
is
in Spinny 2012). His tam stats that
(quotd
tools allow thm to rvisit th gnral laws,
nw
simulations of individual intrations and
using
dataass of historial information.
massiv
is nw is not thir sarh for pattrns—
What
hav long orrlatd politial instaility
sholars
onomi and dmographi varials—ut
with
sal of analysis, whih spans nturis
th
plots millions of intrations. Thy fous
and
four paramtrs of long-trm soial trnds:
on
numrs, soial strutur, stat
population
and politial instaility. Eah is
strngth
using svral indiators. For xampl,
masurd
strutur masurs halth inquality and
soial
work omplmnts rsarh ing don
This
othr quantitativ soial sintists, suh
y
Claudio Cioffi-Rvilla, whos tam uss
as
modls to undrstand th ffts
omputr
migration pattrns and thni allians
Sasonal
onsidrd y th tam’s modls, and thy
ar
vntually to prdit flows of rfugs and
hop
onflit hotspots. Cliodynamis ould
potntial
thir modl y providing pattrns
strngthn
from historial data.
xtratd
Goldston, Dirtor of th Cntr for
Jak
Poliy at Gorg Mason Univrsity and
Gloal
mmr of th Politial Instaility Task For,
a
y th CIA to forast vnts outsid
fundd
Unitd Stats, also wloms Cliodynamis
th
h autions that it is usful only for looking
ut
some aspects of history, a scientic or
For
approach is suitable, natural and fruitful.
cliodynamic
example,] when we map the frequency versus
[For
of an event — deaths in various battles
magnitude
a war, casualties in natural disasters, years to
in
a state — we nd that there is a consistent
rebuild
of higher frequencies at low magnitudes, and
pattern
frequencies at high magnitudes, that follows a
lower
III. Methods and tools
III. Methods and tools
Cycles of violence
The motivating issues vary, but episodes
of violent political upheaval in the United
States are surprisingly regular.
1920
80
Racial tensions, unrest among workers
60
40
20
1870
class and political
Racial,
peaked during
tensions
after the Civil War.
and
anticommunist feeling surged in
and
aftermath of the First World War.
the
1970
civil rights movement, social change
The
opposition to the Vietnam War
and
the tumultuous 1960s.
marked
Political
or economic
Labour
Racially motivated
Vigilante
0
1800 1820 1840 1860 1880 1900 1920 1940 1960 1980 2000
Figure 9.6 Pattern of violent events in the United States, 1800–2000
gnral laws” (quotd in Spinny 2012).
at road trnds.
walth inquality.
precise mathematical formula.
(Goldstone quoted in Spinney 2012)
of limat hang and drought in East Afria.
271
III. Methods and tools
would naiv, though, to attmpt to
It
uniqu vnts asd on suh analyss.
prdit
main waknss of prditions asd on
Th
is th lak of historial data. Many
trnds
ar dstroyd or prsrvd y han.
rords
knowldg tnds to aumulat around
Also,
sujt aras. Danil Szhi adds th
narrow
following.
Brlin mad th following ommnts
Isaiah
pattrn disovry in 1969.
aout
in mind th xampl of Cliodynamis
Kp
wll as Isaiah Brlin’s ommnts aout
as
of th futur may not hav this
Historians
For now, Cliodynamis has mad no
prolm.
rakthroughs nor n aandond as
major
ara of study.
an
1. To what xtnt dos Brlin’s warning
What has hangd, and what has
(a)
th sam, sin h mad th
stayd
and intrdisiplinary invstigation
Thnology
how w ass and study tras of th
afft
How this hangs th natur of historial
past.
or th haratr of historial inquiry,
knowldg,
an opn qustion for us in TOK. Anothr
rmains
qustion, not aus it is a nw ida ut
opn
it touhs on fundamntal issus in
aus
is that of ountrfatuals.
history,
ar th “might-hav-ns
Countrfatuals
history”, a tool mployd fondly y som
of
(and dridd as a “parlour gam” y
historians
to xplor th importan of historial
othrs)
and individuals. Proponnts of
inidnts
history argu that it an larify
ountrfatual
undrstanding of aus and fft, and
our
th dtrminism that oftn rps
rdu
historial narrativs, with nfiial
into
for historial knowldg. What
impliations
th Sovits had suumd to th Nazis
if
th Sond World War during Opration
in
Th qustion ould, on might
Bararossa?
larify th aility of th othr Allid
argu,
9
We can tell you in great detail what the grain prices
were in a few towns in southern England in the Middle
Ages. But we can’t tell you how most ordinary people
lived their lives.
(Szechi quoted in Spinney 2012)
apply today?
The notion that one can discover large patterns or
ommnts quotd aov?
in the procession of historical events is
regularities
attractive to those who are impressed by
naturally
success of the natural sciences in classifying,
the
and above all predicting. This they
correlating,
in the service of an imaginary science; and,
do
the astrologers and soothsayers whom they
like
succeeded, cast up their eyes to the clouds,
have
speak in immense, unsubstantiated images
and
similes, in deeply misleading metaphors and
and
On ould say that a lot has hangd
(b)
1969, ut an w say that
sin
has hangd? What ritria
nough
you us to judg?
would
allegories, and make use of hypnotic formulae with
little regard for experience, or rational argument,
or tests of proven reliability. Thereby they throw
dust in their own eyes as well as in ours, obstruct
our vision of the real world, and further confuse an
already suciently bewildered public about the
relations of morality to politics, and about the nature
and methods of the natural sciences and historical
studies alike.
(Berlin 1969)
For ref lection
Looking for patterns
pattrn disovry.
powrs to win th war vntually.
272
ommon ritiism of ountrfatual history
A
that it rinfors th xaggratd influn
is
kings and attls—of politial, military
of
diplomati vnts—th snsationalist
and
shwd y many modrn historians.
historis
th “right” ountrfatuals, in light
Choosing
th mthodologial and thial knowldg
of
disussd in this haptr, ould go som
issus
to solving this. Howvr, th prati of
way
is ntangld with th qustion of
ountrfatuals
is onsidrd a historial vnt in th first
what
whih is why it intrsts us in TOK. Th
pla,
if… ?” qustion is only worth asking aout
“What
of ausal signifian that “mad” history.
vnts
giv us a lu aout what
Countrfatuals
onsidrd of onsqun to history. Th
is
prolm is not inhrnt to
kings-and-attls
ut stms from th issu of
ountrfatuals,
haptr has alrady xplord a numr of
This
onrns within history as an AOK. Ths
thial
th impliations of knowldg issus,
inlud
as what ounts as history, and who gts
suh
rad and writ it, as wll as th fundamntal
to
aout th rol of th historian and
assumptions
natur of historial fats. This stion xamins
th
qustions as thy rlat to knowldg in
thial
dtail. As othr haptrs show, TOK is not so
mor
onrnd with disrning right from wrong,
muh
in xploring th knowldg issus involvd
as
laims of right and wrong. Yt, th powr that
in
ritis ar unonvind, arguing that
Som
ar altogthr a wast of tim. In
ountrfatuals
to th puli ountrfatual disours in
rspons
annivrsary ommmorations of th First World
th
Rihard Evans, profssor of history at th
War,
of Camridg, said th following in 2014.
Univrsity
if … ? What
Whih fators influn th valu of
1.
What dos a rigorous ountrfatual
2.
look lik?
prati
What an w larn from a rigorous
3.
prati?
ountrfatual
Ar som vnts too omplx for
4.
analysis?
ountrfatual
If you onludd “ys” aftr disussing
5.
4: might th prolm
qustion
with history, and through history, thially
oms
th knowr to onsidr thir valus and
mandats
in any xris that dals with this
rsponsiilitis
An xampl might to onsidr, in th
AOK.
of intlltual humility, what onstituts
fram
nough aout a givn historial vnt
knowing
priod to form or artiulat an opinion aout
or
aus and fft of that vnt or priod. What
th
th impliations, for xampl, of tlling othr
ar
storis, spially whn prolmati
popl’s
dynamis ar involvd? Th qustion is
powr
dissimilar to th issu of appropriation w
not
IV. Ethics
III. Methods and tools
IV. Ethics
This kind of fantasising is now all the rage, and
threatens to overwhelm our perceptions of what
really happened in the past, pushing aside our
attempts to explain it in favour of a futile and
misguided attempt to decide whether the decisions
taken in August 1914 were right or wrong.
(Evans 2014)
For discussion
ountrfatuals as historial knowldg?
thrsholds of signifian disussd in stion II.
ovrom, and if so how?
I V. E T H I C S
273
IV. Ethics
in Chaptr 5. Grgory Younging, author
nountr
Elements of Indigenous Style: A Guide for Writing
of
and About Indigenous Peoples, assrts that oth
By
styl and pross with whih w writ aout
th
Popls ontain politis that w must
Indignous
snsitiv to.
th prati and thory of history as an
Within
how do w know right from wrong? Lt’s
AOK,
with a fundamntal assumption aout
start
itslf: should it “” somthing?
history
might we address a ‘should’ question in
How
How do we decide what we ‘ought’
historiography?
research and communicate?… Why question the
to
people make about history making and
assumptions
nature of history? Questioning assumptions can be,
the
an ethical activity: that is, it may help us to better
rst,
out what history should be, who should make it
gure
how it might guide our actions now and in the future.
and
may even prompt us to wonder… whether history
It
is unethical and ought to come to an end.
making
rnt dads, som historians hav argud
In
history should mra an thial agnda to
that
a rstitutiv for, to do justi to thos whos
has long n hiddn.
suffring
of this argumnt is asd on th assrtion,
Part
nountrd in this haptr, that an
alrady
history is impossil, and so whatvr
ojtiv
w “rat” should moilizd
history
thial nds. William Gallois nots that
towards
siln, or lindnss, as h alls it, on
history’s
qustion so far has ld it ”to ommit and
this
injustis towards its sujts”.
prptuat
… has chosen to remain blind to the manner
History
which it constitutes knowledge and deaf to those
in
criticise the consequences which emanate from
who
work and its logic.
historical
an xampl of thial historiography, Gallois
As
Rort Young’s White Mythologies: History
its
and the West, whih ritiizs modrn
Writing
for failing to omprhnd how thir
historians
“undrpinnd wstrn imprialism”. Gallois
work
upon history to “do justi to th olonisd”,
alls
sualtrn historis hav sought to do and Mik
as
dos in Late Victorian Holocausts: El Niño
Davis
and the Making of the Third World. Davis
Famines
th task of rstitutiv history sriously,
taks
how th politial, onomi and
showing
powr of olonialists am togthr in
intlltual
xploitation of “natural disastrs”, going so far
th
to lal ths disastrs gnoid.
as
rstitutiv history is also supportd y Linda
A
Smith (1999) who nots that most
Tuhiwai
aounts faild not only to do justi to
historial
popls, ut wr ssntial (not just
sujugatd
to th imprialist projt. Aording
ompliit)
hr, historis of imprialism mphasizd
to
rang of xplanations, most famously as a
a
of suring onomi xpansion to nw
systm
and rsours, drivn y th “nds”
markts
Europans. Som historians argud that
of
th onomi, politial and military
yond
imprialism was an idology,
ramifiations,
y th Ag of Enlightnmnt, whih
inspird
a dp transformation of lif in Europ
promptd
a ultural, intlltual and thnial lvl. In
on
tlling, “imprialism oms an intgral
this
of th dvlopmnt of th modrn stat,
part
sin, of idas and of th ‘modrn’ human
of
point is that most historis of
Smith’s
and olonialism do not do justi
imprialism
th olonizd popls, as hr xampls aov
to
Young and Smith ar among many who
show.
argud for an thial history. In rnt
hav
thr hav n numrous fforts y
dads
historians, post-olonial sholars and
fminist
historians to ritiqu and
post-struturalist
thir fild. For studnts this prsnts
rimagin
rlativly nw hallng: w hav long n
a
that nutrality is a virtu, and to alrt
taught
distortions of history. Ths ritiqus assrt
to
nutrality is impossil, or simply not
that
goodnough.
9
IV.1 Should history “be” something?
(Hughes-Warrington 2015)
means restoring rights, restoring to a
Restitutive
state or compensating for loss or injury.
previous
prson”.
(Gallois 2012)
274
To what xtnt do historians hav to
1.
that history is nutral?
nsur
2. How ould nutrality ahivd?
How would you wigh th as for
3.
against th as for an “thial”
nutrality
in The Baer Adolf Reed describes the 2016
Writing
Birth of a Nation as an example in this movement
lm
prioritizes uplifting narratives, to correct for the
that
of the past, over historical accuracy. Reed
wrongs
Kenneth Warren as speculating that for Nate
quotes
the director of the lm: “the point of history
Parker,
not so much to gure out what really happened
is
rather to enable reparative and redemptive
but
… history, for him, must remain
mythmaking
conduit for inspiration or therapy, for
narrow—a
legacies, or for purveying information or
bequeathing
to the present—and not much more.”
misinformation
Gallois said that "historis of
William
hav oftn onivd of thmslvs
disaility
ing narrativs of mpowrmnt and
as
of omating injusti. For many
mods
and support groups, th history of
ativist
suh as prosthsis, war wounds or
filds
is not solly aout and for th
thalidomid,
ut an ngagmnt in politial and
past,
attls in our prsnt” (Gallois quotd
thial
Dunn, Fair2012).
in
th quots on this pag aout
Considr
film Birth of a Nation and th historis
th
disaility, thn, disuss th following
of
qustions.
Is th primary rol of history to tru to
1.
past or to inform th prsnt? Is thr
th
Can srving th prsnt at odds with
2.
tru to th past?
staying
(a) To what xtnt would you agr that
3.
should srv th nds of th
history
Who gts to did what ths
(b)
ndsar?
to th position that history should striv
Cntral
somthing, is th assumption that history
to
know what it is; or, as E.H. Carr might
an
said, that th historians an ris aov
hav
An thial history prsupposs a slfawar
thmslvs.
history. But onsidr th as prsntd
of Vitorian historians who thought thy
low,
xmplifying th st pratis of nutrality
wr
wr, it turnd out, unknowingly smuggling
ut
thir moral valus. How an w know if w
in
doing any ttr? This qustion oms
ar
rlvant in th idologially and
spially
hargd nvironmnt of th urrnt
politially
as Galloisxplains.
ra,
IV. Ethics
IV. Ethics
For discussion
For reflection
History as activism
Neutrality
Considr th issu of nutrality in history.
and/or rstitutiv history?
Making connections
Historical art to uplift
a diffrn?
prsnt?
(Warren quoted in Reed 2016)
IV.2 Can history know itself?
275
IV. Ethics
is filld with xtraordinary figurs who
History
onsidrd grat y th standards of thir
wr
ut whos gratnss has not agd wll.
tim,
y th fforts of thial historians, in
Promptd
last fw dads thr hav n a numr
th
rvisd judgmnts that ast on-grat
of
figurs into a ngativ light. That list
historial
asualtis, or rprhnsil popl, dpnding
of
your politis, inluds Winston Churhill,
on
Rhods and many othrs on a long list of
Cil
whit mn. By ontmporary standards
mostly
figurs would judgd untnaly raist
ths
sxist—that is rarly opn to qustion—
or
th dat raiss som vry important
ut
qustions. What ar th impliations
knowldg
judging popl in th past y th prsnt?
of
do w diffrntiat twn individual and
How
rsponsiility?
olltiv
9
IV.3 Judging the past by the standards
Empirical historians had long seen a central aw
in their nineteenth-century forebears’ method as
of the present
being their desire to promote certain moral and
ideological causes in the course of the production
of history. The classic example of this entanglement
came in Whig histories of nineteenth-century Britain
in which valorisations of parliamentary democracy
and modern progress were also understood to be
coded references to the moral superiority of the
modern West and the place of Britain at the apex of
this benecent civilisation. It was, however, only the
retrospective judgement of subsequent generations
of historians which saw the Whigs cast in this light,
for the Victorians themselves had viewed their
practices as exemplifying the traditions of neutrality
which emerged with the empirical method. If the
Whigs were thus blinded as to the moral values they
smuggled into their histories, were later historians
any more self-aware, especially given the charged
political environments of the twentieth century and
the adoption of Marxist, conservative, feminist and
other ideological positions and methods?
(Gallois quoted in Dunn, Faire 2012)
Figure 9.7
Following pressure by the “Rhodes Must Fall” movement, the Cecil Rhodes statue is removed at the University of Cape Town,
South Africa, in 2015
276
aout th rlationship twn
Assumptions
and thir soial nvironmnt play
individuals
rol in how w judg popl in th past.
a
us th word “assumptions” aus th
W
sins ar yt to rval a lar answr
human
this qustion. If, for xampl, w assum
to
individuals hav a signifiant dgr
that
autonomy and indpndn, w may
of
mor harshly dspit th standards
judgthm
thir tim. On th othr hand, som argu
of
popl ar not ntirly, or vn mostly, frthinkrs,
that
ut rathr dply inflund y thir
nvironmnt? Th philosophr Julian
soial
has argud that th truth is somwhr
Baggini
th middl. W ar apal of thinking
in
ourslvs, ut w ar also shapd y our
for
in ways that w might not
nvironmnt
onsidr.
vn
trms: “Why sxist
Sarh
raist philosophrs
and
1. To what xtnt do you agr with Baggini’s
Baggini’s viw, two prolmati idas onspir
In
in historial judgmnt.
togthr
Th lous of moral rsponsiility is th
•
individual.
Individuals mddd in an immoral systm
•
ris aov that systm.
an
thn should w judg individuals in th
How
Is this viw not in itslf an argumnt in
past?
of a hoplss moral rlativism? Baggini
favour
on Edith Hall’s dfn of Aristotl’s
draws
as a way out: judg him not y
misogyny
standards, ut ask whthr his
ontmporary
would lad to th sam prjudi today.
thinking
rquirs th sort of historial imagination
This
arlir in th haptr, for whih fw,
nountrd
any, ojtiv truths will guid us.
if
2. Dos h rsolv th moral rlativism
What assumptions dos h mak aout
3.
natur, th past and our aility to
human
What ar th risks and potntial nfits of
4.
his argumnt?
following
IV. Ethics
IV. Ethics
For discussion and reflection
How do we judge the past?
qustion?
Rad th artil y Julian Baggini linkd hr.
know th past?
might still admiral”
argumnt?
277
10
chapter explores the human encounter with art, including the practices through which we
This
it and the experience of being profoundly affected by it. We will examine the idea and
produce
of the art world, and the various roles of people and communities of knowers within it. At
workings
where the arts intersect with culture, politics, religion, technology, language or science, we ask
points
so doing, we critically reflect on who gets to decide what art is and is not, what makes for “good
In
what it is worth, and how those decision-makers acquire and keep their power.
art”,
history of art reveals that almost every time
The
art critic, historian or philosopher has come
an
with a definition of art, an artist or an entire
up
movement has challenged that definition,
art
successfully. Let’s consider the case
sometimes
Marcel Duchamp; you may have heard about
of
urinal that shook the art world. Fountain was
the
to the Society of Independent Artists
submitted
New York for an exhibition in 1917. All artists
in
$6 were told that they could exhibit their
paying
was the only one rejected. The rejection
Fountain
Duchamp’s resignation from the
provoked
had submitted Fountain in secret,
Duchamp
the pseudonym “Richard Mutt”.
using
argued positions from both sides of
Passionately
debate surfaced in response to what became
the
as “the Richard Mutt Case” and the art
known
it belonged to, Dada. “’Fountain’
movement
The arts
what gets included and excluded from the domain of art, and why.
I . S C O P E
Society, and a flurry ofreactions.
may be a very useful object in its place, but its
work and yet, of over 2000 submitted works,
278
is not an art exhibition, and it is by no
place
a work of art” wrote the committee
definition,
York Herald, 14 April 1917). Critics of the
(New
questioned long-standing assumptions
decision
what art is, how it is produced and how
about
way in which it is presented affects its status
the
value. Fountain posed many important
and
among them: in order to be considered
questions,
terms: Duchamp
Search
MoMa YouTube
Readymades
the linked video, Museum of Modern Art
In
Ann Temkin explains how Duchamp’s
curator
challenged common beliefs:
“Readymades”
art has to be beautiful, that being an artist
that
skillful technique, or indeed that
requires
art needs to be seen.
visual
or can anything be re-contextualized
intention,
re-conceptualized as art?
and
we may think today about the artistic
Whatever
and value of Fountain, the events on the
merit
of its centennial in 2017 testify to its
occasion
influence. Given the ripples it sent
profound
the art world, could one reasonably
through
Fountain as a work of art?
dismiss
Is the popularity of Fountain relevant in
1.
it is afforded artistic status?
whether
We can speculate that had Duchamp, a
2.
artist, submitted the work in
respected
own name it may have been exhibited.
his
would be the implications of this?
What
Is art unique in being able to evolve and
3.
over time to include things that
expand
entirely outside or opposed to its
were
definition?
I. Scope
I. Scope
artwork, must an object be produced with artistic
Figure 10.1 Fountain by Marcel Duchamp (1917)
For discussion
How to see “Readymades”
279
I. Scope
the historical development of the natural
Compare
with the changing boundaries of art over
sciences
What can we say about the dierences and
time.
between new movements in art and
similarities
to what extent knowledge is discarded,
Consider
or rendered obsolete in the historical
replaced
of the arts. How do these processes
development
to the other AOKs?
compare
conventions were set aside, it seemed
Once
anything could become art and that art
that
a statement about itself. The past century
became
art of ordinary things, such as dance
produced
the movement of pedestrians and music of
of
noise. It even produced art of the
everyday
of things, such as blank canvases
absence
visual art and silence as music, as in John
as
4’33”. And while the intention may have
Cage’s
to liberate art and make it synonymous
been
life, so that we may “hear music in the
with
silences”, the strange fact is that we can
everyday
and cheaply purchase Cage’s track called
easily
and listen to that particular silence.
4’33”
we as an audience engage with art can
How
out of sync with the art world’s multiple,
be
evolving ideas about what art is or
competing,
to be. Our experiences with art and the
ought
we derive from it reveal questions
meanings
differences in how we engage with artistic
and
his 1972 series Ways of Seeing, the artist and
In
John Berger interrogates the elitism of
critic
connoisseurship and the snobberies of high
art
culture. Ways of Seeing is an invitation to
art
our encounter with art, not just
democratize
consumers but as active and curious agents
as
the production and reproduction of
examining
its presentation and its power to both shape
art,
most ground-breaking thing we did was address
The
public in a way that was non-elitist, equal, really
the
into their eyes. There’s one point at which I
looking
something like, ‘Question now what I’m saying,
say
about it, disagree if you want to’. That voice—
think
a little conspiratorial—was the most
companionable,
terms: Berger Ways of
Search
episode 1 YouTube
seeing
of Seeing also invites our scrutiny of
Ways
evaluations of the value and meaning of
formal
“The relation between what we see
artworks.
what we know is never settled”, Berger says
and
in the 1970s, Ways of Seeing responded
Broadcast
a historical moment that saw great artworks
to
as popular and readily available images
reproduced
various media. Today’s digital culture brings about
in
ways of accessing, producing and engaging with
new
We explore whether new ways of seeing may be
art.
in the digital age of art and culture, and
necessary
we can learn from Berger, in Chapter 4.
what
the powerful 20th-century
Despite
of art, there are still institutions
democratization
conventions that maintain the boundaries of
and
in such a way that privileges certain practices,
art
and traditions. A few examples of this
processes
work are examined below.
boundary
10
Making connections
Art movements and paradigm shifts in science
important thing.
paradigm shifts in science?
(Berger quoted in Abbott 2012)
(1972). Follow the link to episode 1 to learn more.
Making connections
Digital ways of seeing
knowledge and practices.
and reflect the world.
280
there a difference between art and craft? It
Is
not unusual for an art show or exhibition to
is
“no craft or functional art”. Even if you
specify
not agree with this kind of cultural labelling,
do
blurring of this boundary requires active
the
and one cannot simply ignore or wish the
work,
away. First, let’s consider the reasons
distinction
this distinction and its implications for
behind
this video, Laura Morelli traces the origins
In
the distinction between art and craft in the
of
terms: Morelli art and
Search
TEDEd
craft
big claim is that the distinction between
Moreli’s
and craft, more than anything essential or
art
is historically contingent. Cultural
fundamental,
art historians will evaluate the specific
and
that led to elevating certain types of
conditions
work (and not others) to the dignity of
creative
What is of special interest to us in TOK is
art.
defining art to the exclusion of craft, and
how
power to maintain this distinction, is a way
the
remove artistic status from, or reward it to,
to
communities. This had the effect, still felt
specific
of underpresented or absent perspectives
today,
the body of knowledge and practices of
from
For example, calling one site of knowledge
art.
a “workshop” and another site a
production
has implications for the status and
“studio”
of the knowledge possessed by the people
value
that space, and the knowledge resulting from
in
between
Distinguishing
and craft across cultures
art
on the implications of applying a
Reflect
between art and craft cross-
distinction
Some cultures maintain this
culturally.
in different places, while others
boundary
Can we understand what is art and what
1.
craft in different cultures?
is
What kind of knowledge is required to
2.
the distinction between art and
apply
What kind of claims are made about other
3.
in the process of drawing this
cultures
I. Scope
I. Scope
I.1 Artists and artisans
their work.
knowledge.
For ref lection
Western intellectual tradition.
may not draw it at all.
craft across cultures?
boundary between art and craft?
281
I. Scope
has the status of women artists and
How
feminine art forms changed
traditionally
the past century? Peaking in 1910 in
over
the Arts and Crafts movement was
Europe,
aesthetic and labour response to the
an
Revolution, spreading from the
Industrial
Kingdom to North America, Japan
United
Australia. It raised the question of the
and
of handmade versus mass-produced
quality
and the value of traditional artisanry
objects,
craftsmanship versus mechanical
and
It concerned objects of high
manufacturing.
value that were nonetheless functional,
artistic
drew attention to ideas of design and
and
movement valued the intimacy of work,
The
opposed to the alienation of people from
as
under industrialism, and elevated this
work
form of creative work to the dignity
particular
of this should have resulted in elevating
All
status of women creatives, but alas that
the
not to be. The role of women in the
was
and Crafts movement was ultimately a
Arts
on the one hand, it invited women
paradox;
produce and be paid for artistic handicrafts
to
homemade goods, but on the other, despite
and
significant involvement, women remained
their
and the most celebrated
underrecognized,
influential figures associated with the
and
“her-stories” of the Arts and Crafts
Several
have been published in the last
movement
decades to rectify the narrative of this
few
episode in art history. The Arts
particular
Craft movement had the potential to
and
women’s artistic work. But what do
elevate
know about the status and prominence
we
women in art today? In 1971, art historian
of
Nochlin wrote an essay posing the
Linda
“Why Have There Been No Great
question
Artists?” More than half a century
Women
the Arts and Crafts movement, this was
after
a valid question. Art historians argue that
still
was the Feminist Art movement, starting
it
the 1960s, that really began to elevate the
in
of women artists, women’s artwork,
status
creative knowledge and the female
their
in the art world.
perspective
10
Box 10.1: Artwork, artisanry and women creatives
movement are men.
aesthetics.
of fine art.
The feminist activist art collective, Guerilla Girls, periodically tallies the number of women artists and female nudes on
Figure 10.2
exhibition at the Metropolitan Museum in New York. This poster, Do women have to be naked to get into the Met. Museum?, is from 2012.
282
artists actively promoted the use
Feminist
historically feminine materials, skills and
of
thereby enriching and widening the
artforms,
of the “fine arts”. An example is
perspective
Chicago’s significant and controversial
Judy
installation The Dinner Party. Produced
1979
over 5 years by over 400 artists,
collaboratively
installation consists of 39 seats at a dinner
the
each place celebrating a famous woman
table,
history. In addition, there are names of
from
998 noteworthy women from history
another
in gold on heritage floor tiles. Each
inscribed
setting is unique, featuring forms of art such
table
china painting, pottery, embroidery, weaving
as
so on, and was meant to draw attention to
and
knowledge of these art forms, and their value
the
fine or high art, being exhibited in reputable
as
institutions. The installation has toured six
art
for all its success, and despite being
But
as a triumph for women artists and
hailed
art, The Dinner Party has also received
feminist
around questions of inclusion and
criticism
of historical women figures.
representation
forms of art, and which women, were
Which
enough to be included? What is
significant
and lost by the presence or erasure
gained
certain perspectives? These questions of
of
inclusion and significance, as
representation,
as the central question of what counts as
well
are woven throughout this book
knowledge,
will be important to engage with in your
and
TOK exhibition as part of the internal
own
The choices you make will have
assessment.
Consider the implications of
implications.
books, tattoos and advertisement are
Comic
the creative processes and products
among
have had their artistic status questioned.
that
factors influence whether these can be
What
example above alerts us to the fact that
The
or blurring distinctions does not erase
erasing
underlying power relations; the powers
the
simply decided how far the boundary
have
shift and maintain it through various
will
and processes.
institutions
TOK course itself is not outside the
The
of influence of the intellectual tradition
sphere
drew boundaries between art and craft,
that
industries and cultural aesthetic
creative
Making the arts a mandatory AOK
practices.
the value and relevance of this body
signals
knowledge and validates the importance
of
the knowledge community that produces
of
However, the membership of potters,
it.
embroiderers and other craftspeople
weavers,
this community is not uncomplicated or
in
This book, and the TOK
uncontroversial.
does not have a chapter on craft:
course,
the implications and possible reasons
consider
excluding the combined knowledge of
for
from the theory of knowledge.
craftspeople
a role: for example, some tattoo artists
plays
by that title, whereas others prefer to call
go
tatooists. To what extent would you
themselves
a boundary between art and other
maintain
pursuits? How would you define this
creative
boundary?
I. Scope
I. Scope
The Dinner Party by Judy Chicago
Figure 10.3
continents and had over 15 million visitors.
Chicago’s decisions for The Dinner Party
For reflection
The “borderline” cases of art
considered examples of art? Language also
283
I. Scope
Truth and knowledge in art: Two
I.2
perspectives
2009, Jeremy Deller acquired the rusty
In
of a taxicab that had been destroyed
remains
a suicide bomb in Baghdad two years
in
He towed it on a road trip across
previously.
cities from New York to Los Angeles,
14
it in public places, college campuses
exhibiting
eventually art museums. Accompanying
and
were Iraqi artist Esam Pasha and enlisted
him
soldier Jonathan Harvey. The art project,
US
It Is What It Is: Conversations About Iraq,
called
art critic writing for the New York
An
Ken Johnson, praised the project’s
Times,
presence” but chose not to call
“sculptural
art, using the term “artefact” instead.
it
insisted on the project’s educational
Johnson
its potential to raise consciousness and
value,
10.2 features an artwork of disputed status
Box
allows important questions to be asked
that
to create space for audiences to engage
aimed
the two experts. It was Deller’s stated
with
to present the project “neutrally” and
intention
the conversation open-ended. His project
keep
much social engagement and many
sparked
drawing a diverse audience.
conversations,
this project at the intersection of art and
Yet,
had a mixed reception among art critics
politics
calling it art would not be doing it
that
reminding viewers that by naming
justice,
project It Is What It Is, Jeremy Deller did
the
necessarily have such artistic pretentions
not
it was deemed by critics as too obvious
While
be art, activists argued that it was too
to
10
about the knowledge people gain from art.
Box 10.2: It is what it is, but is it art?
and activists.
but rather sought to prompt conversation.
possible therapeutic virtues but maintained
284
to provoke any meaningful action. Art
vague
and curator Nato Thompson’s view is
activist
many involved in the arts, an
“For
must remain opaque enough to
artwork
a proper amount of speculation
invite
guesswork … An artwork easily
and
Is What It Is: Conversations About Iraq invites
It
to consider what counts as art, the purpose
us
1. Are there some kinds of truths that:
can know, and only know,
we
art?
through
prescribed essay title from May 2011
A
the claim: “Art is a lie that brings us
included
to the truth” (Pablo Picasso). Evaluate
nearer
claim in relation to a specific art form (for
this
the various perspectives that exist
Consider
the arts.
within
What kind of arguments can you make in
1.
to this claim, based on examples
response
How can you explain the diversity of
2.
on this claim within the arts?
perspectives
(a) Based on your exploration of
3.
what kind of conclusion
perspectives,
you draw in relation to this claim?
can
there strong support for the claim,
Is
your conclusion to (a) is that it
If
on the art form, then what
depends
from instrumentalization—
freedom
an agenda—and allows a viewer to
from
speculation and consideration.
experience
activism, though, clarity is celebrated,
In
a cogent message can reach a wide
and
and can serve as a weapon. The
audience
ends of this dynamic … have long
two
irreconcilable.” (Thompson 2015)
proven
between the clarity of activism and
tension
ambiguity of art. Next we explore art’s
the
In producing artworks, how does an artist
2.
“creative license” whilehonouring
maintain
Does the pluralism of interpretations in
3.
our ability to gain knowledge
artaffect
I tell my students,
Poetry,
idiosyncratic. Poetry
is
where we are ourselves
is
Sterling Brown said
(though
‘I’ is a dramatic ‘I’”),
“Every
in the clam flats
digging
the shell that snaps,
for
the proverbial pocketbook.
emptying
is what you find
Poetry
the dirt in the corner,
in
on the bus, God
overhear
the details, the only way
in
get from here to there.
to
(and now my voice is rising)
Poetry
not all love, love, love,
is
I’m sorry the dog died.
and
(here I hear myself loudest)
Poetry
the human voice,
is
from American Sublime
Taken
2005)
(Alexander
I. Scope
I. Scope
as follows.
open to interpretation provides a certain
relationship to truth and accuracy.
and role of art for social change, and the
For reflection
Art and truth
their commitment to thetruth?
(a)
(b)
we cannot know through art?
from it?
Practising skills: Exploring perspectives
“Ars Poetica #100: I Believe”
example, visual arts, literature or theatre).
of different art forms?
or strong rebuttal?
(b)
and are we not of interest to each other?
(more specifically) does it depend on?
285
I. Scope
terms: Elizabeth
Search
Desire to know
Alexander
by Krista Tippett on the Becoming
Interviewed
podcast, Elizabeth Alexander explores the
Wise
between truth, power, language and
relationship
in poetry.
knowledge
crave truth tellers. We crave real truth … People
We
ask me when they read poems that have
sometimes
‘I’ in them that seems to be autobiographical
an
Oh, did that really happen to you? Is that from
…
What I try to explain is, even if I am drawing on
you?
experience, the truth of a poem is actually
personal
deeper than whether or not something really
much
What matters is an undergirding truth that
happened.
think that the truth of that poem is not about true
I
or things that happened, but rather in the
things
are we not of interest to each other? … Are
question,
human beings who are in community, do we call
we
each other? Do we heed each other? Do we want to
to
each other? To reach across what can be a huge
know
between human beings. I look at my children
void
I think, as deeply as I know you I do not know
and
inside your heads. But I crave knowing them
what’s
deeply … And if we don’t do that with language
that
very, very, very precise—not prissy, but
that’s
are we knowing each other truly?
precise—then
does Alexander’s poetry and reflection
What
us about how art enlarges what is possible
tell
think and know? This section opened with art
to
speaks to the question “what is art?” From
that
we have a poem about poetry. To
Alexander,
extent do we learn about art from art? In
what
ways is this self-referential knowledge—
what
art, about art—different from art that
from
these words by Ursula Le Guin
Consider
the power of poetry and science to
about
is the human language that can
“Poetry
to say what a tree or a rock or a river
try
that is, to speak humanly for it … . A
is,
can do so by relating the quality
poem
an individual human relationship to
of
thing, a rock or river or tree, or simply
a
describing the thing as truthfully as
by
possible.
describes accurately from
Science
poetry describes accurately from
outside,
… . We need the languages of
inside
science and poetry to save us from
both
stockpiling endless ‘information’
merely
fails to inform our ignorance or our
that
the meanings of accuracy and truth
Consider
the arts. in
What would you say is the relationship
1.
accuracy and truth in
between
How does this differ from the relationship
2.
accuracy and truth in science?
between
10
For reflection
Description in poetry and science
eachother
speak truths in different languages.
I think is the power of poetry. …
(Alexander quoted in Tippett 2016)
responsibility.” (Le Guin 2016)
descriptions coming from art?
focuses on phenomena in the world?
286
have seen how conventions in art have
We
challenged from within, giving way to a
been
of perspectives. In fact, the disciplines
pluralism
art—across theatre, dance, visual arts, music
in
literature, to name a few large categories—
and
so richly varied that one might ask what
are
them. Do disciplines in art diverge more
unites
in other areas of knowledge? We turn now
than
explore the implications of pluralism in art.
to
knowledge issues arise from this pluralism
What
disciplines and the pluralism of tastes and
of
within each of them?
judgments
following case study sheds light on the
The
knowledge claims about art made by
different
1937, Abraham Bredius, famed art
In
and expert on 17th-century
historian
Johannes Vermeer, was approached
master
authenticate the painting shown in
to
10.4. He published the following in
Figure
Burlington Magazine, the foremost art
the
is a wonderful moment in the
“It
of a lover of art when he finds
life
suddenly confronted with a
himself
unknown painting by a great
hitherto
untouched, on the original
master,
and without any restoration,
canvas,
as it left the painter’s studio. And
just
a picture! … we have here—I
what
inclined to say—the masterpiece
am
Johannes Vermeer of Delft.”
of
occupying roles of various contested
people
status. We encounter the issues of
artistic
and ownership that echo throughout
authorship
chapter. The messy business of how and
the
we value art, beyond the purposes of
why
and buying it, is similarly fundamental
selling
this AOK. Remember to consider what these
to
to do with knowledge. Maintaining a
have
on knowledge when speaking about art
focus
be difficult but fascinating. Consider what
can
is gained from understanding the
knowledge
cultural and historical context in which a
social,
II. Perspectives
II. Perspectives
I I . P E R S P E C T I V E S
work is produced, shared or becomesprominent.
Case study
Han van Meegeren: artist, traitor
and hero
publication at the time.
(Bredius1937)
Figure 10.4
The Supper at Emmaus
287
II. Perspectives
by Vermeer were rare—he
Paintings
only around 35 in all—and
produced
a new one surfaced there was
whenever
frenetic race among interested buyers.
a
quickly, the Museum Boijmans van
Acting
in Rotterdam acquired this newly
Beuningen
masterpiece for a record sum.
discovered
more art museums and collectors
Many
May 1945, shortly after the liberation of
“In
two officers arrived at the studio
Holland,
Han van Meegeren, then just a littleknown
of
Dutch painter and art dealer. The
from the Allied Art Commission,
officers,
responsible for repatriating works of art
were
by the Nazis. They had come about a
looted
discovered among the collection of
painting
Göring: a hitherto unknown canvas
Hermann
the great Johannes Vermeer … Since the
by
had kept detailed records, it had been
Nazis
to trace the sale of the painting back to
easy
Meegeren. Now, they wanted only the
van
of the original owner so that they might
name
his priceless masterpiece. When van
return
refused to name the owner, they
Meegeren
him and charged him with treason. If
arrested
guilty, he faced the death penalty.
found
interchangeably refers to
Wynne
in relation to both artwork
“originality”
artist. Consider the following
and
about originality and knowledge
questions
What is the difference between
1.
as a virtue of the artist (one
originality
them self-proclaimed art expert and
among
second-most powerful man in Nazi
the
Hermann Göring.Frank Wynne,
Germany,
of I Was Vermeer: The Rise and Fall of the
author
Century’s Greatest Forger, gives us
Twentieth
rest of this extraordinary story of the most
the
art controversy of the century. The
riveting
is also a rich source of knowledge issues
story
artist was entirely innocent of the charges
The
him, a fact he could easily have
against
But in doing so, he would have to
proved.
to a series of crimes which he had
confess
for decades and which, in five short
plotted
had earned him the equivalent of $60
years
loathed modern art—he thought it
He
and decadent, a passing fad for
childish
which would soon fade. For years
ugliness
had eked out a living painting gloomy
he
of rich patrons in a faux-Rembrandt
portraits
and had winced as he heard his work
style
by his peers. A prominent critic
ridiculed
van Meegeren’s second solo
reviewing
wrote, ‘A gifted technician who
exhibition
made a sort of composite facsimile of
has
Renaissance school, he has every virtue
the
originality’.” (Wynne 2006)
except
van Meegeren was said not to
that
and as a quality of the artwork
possess)
Does originality affect the way we gain
2.
from art?
knowledge
In which ways does the knowledge we
3.
from engaging with an original
gain
differ from engaging with the
work
of an original artist?
work
10
stayed on the market waiting for a Vermeer,
and questions, as explored below.
million. Han van Meegeren was a forger.
For reflection
Problems with originality
(not a copy or reproduction)?
in art.
288
time had come, van Meegeren felt, to
“The
himself on his critics. He devised a
revenge
to paint a perfect Vermeer—neither a
plan
nor a pastiche, but an original work—
copy,
when it had been authenticated by
and,
art experts, acquired by a major
leading
exhibited and acclaimed, he would
museum,
his hoax to the world.
announce
first step was concocting an ingenious
His
of pigments that ‘would pass the
mixture
tests which any genuine 17th-century
five
must pass’. Now he had only to
painting
Supper at Emmaus was unlike any
The
Vermeer painting. Van
acknowledged
true to his perversely moral
Meegeren,
painted it in his own style, adding
scheme,
subtle allusions to works by the Dutch
only
before signing it with the requisite
master,
He had it submitted to Abraham
flourish.
the most eminent authority on
Bredius,
consider how objectivity complicates
Let’s
story and the field of art more generally.
this
What does it mean to say that a piece of
1.
is objectively good or objectively bad?
art
2. On what basis can objectivity be:
(a) claimed
less than six years, van Meegeren would
“In
a further six ‘Vermeers’, earning the
paint
of $60 million. With money, came
equivalent
… . vice
van Meegeren’s addictions to alcohol and
As
took hold, and the standard of his
morphine
plummeted, still experts accepted
forgeries
as genuine. He discovered that, regardless
them
how incompetent his painting, how crude
of
anatomy, how uncertain the provenance,
his
baroque art of his day, and the critic
Dutch
the bait … .
took
the world was at van Meegeren’s
Suddenly
The Supper at Emmaus was bought by the
feet.
Boijmans Gallery in Rotterdam for
prestigious
equivalent of $6 million. More importantly
the
van Meegeren, it was advertised as
for
centrepiece, the crowning glory of the
the
exhibition, 400 Years of European
gallery’s
Art.
the exhibition, van Meegeren would
During
proclaim the painting a forgery,
loudly
crude pastiche, and listen as the finest
a
of his generation persuaded him that
minds
painting was a genuine Vermeer. His
his
was now complete. He had only to
triumph
what he had promised himself: to stand
do
and claim the work for himself, thereby
up
fools of his critics. Instead, within a
making
he was working on a new forgery.”
month,
(b) disputed?
Are there certain claims in art—about an
3.
origin, meaning, quality, value
artwork’s
so on—that can be objective, and
and
that cannot?
others
What are the implications of claiming
4.
objectivity is impossible in art?
that
most erudite Vermeer critics were prepared
the
sanctify his work. His one mistake had been
to
allow one of his paintings to fall into enemy
to
Germany) hands.
(Nazi
expert eye discovered van Meegeren’s
No
He was unmasked only because,
forgery.
six weeks in prison, he cracked: ‘Fools!’
after
roared at his jailers. ‘You think I sold a
he
Vermeer to Göring? There was no
priceless
painted it myself.’
Vermeer—I
II. Perspectives
II. Perspectives
paint a masterpiece.
(Wynne 2006)
For discussion
Objectivity
289
II. Perspectives
was one thing van Meegeren had not
There
on: no one believed his confession. It
counted
one of the officers who naively suggested
was
if van Meegeren had painted Göring’s
that
he could paint a copy from memory.
Vermeer,
Meegeren arrogantly refused. ‘To paint
Van
copy is no proof of artistic talent. In all my
a
I have never painted a copy! But I shall
career
a pair or small group consider the
In
questions.
following
On what basis can van Meegeren’s
1.
be doubted?
claims
been denounced by the press as a
“Having
a ‘Dutch Nazi artist’, van Meegeren
traitor,
now a folk hero—the man who had
was
Göring. The Reichsmarschall was
swindled
that his beloved Vermeer was a forgery
told
awaiting execution in Nuremberg.
while
to a contemporary account:
According
looked as if for the first time he
‘[Göring]
the wake of his confession and the
In
it caused, van Meegeren truly
scandal
the fame he had craved. The trial,
knew
it came, was a three-ring circus.
when
tripped over each other to
Experts
themselves. Van Meegeren—
exculpate
than the prosecuting counsel—was
more
that he should be found
determined
of committing these ‘masterpieces’,
guilty
even now, experts conspired against
but
arguing that at least one of his
him,
might be genuine.
forgeries
this video produced by Museum Boijmans,
In
Wessles offers a quick summary of the
Hans
Meergen affair, using news clips and
van
from van Meegeren’s trial.
footage
you a new Vermeer. I shall paint you a
paint
masterpiece.’
so, surrounded by reporters and courtappointed
And
witnesses, and supplied with liberal
of alcohol and morphine, he worked
quantities
six weeks painting one final ‘Vermeer’, in
for
desperate attempt to prove himself guilty.”
a
2006)
(Wynne
Can it be proved that he was or was not
3.
the truth, and how?
telling
the end, however, van Meegeren got his
In
on November 12, 1947 he was found
wish:
of obtaining money by deception
guilty
sentenced to one year’s imprisonment.
and
he would never serve a day of his
But
While prosecution and defence
sentence.
to secure a full public pardon
wrangled
the Queen, the forger—long a
from
hypochondriac—finally
consummate
to angina. He was hospitalised
succumbed
the day before he was scheduled to
on
his sentence and died some weeks
serve
van Meegeren’s greatest gift to the
Han
world is doubt. If forgers throughout
art
ages have taught us anything, it is to
the
why we love what we love,
re-examine
overcome our obsession with simple
to
and appreciate the work for
authenticity
terms: “Van Meegeren’s
Search
Vermeers” YouTube
fake
10
For discussion
Disbelief, proof and evidence
What would count as sufficient
2.
of his claims?
evidence
had discovered there was evil in the world.’
later.
itself.” (Wynne 2006)
290
van Meegeren case study illuminates
The
challenges of expertise in the arts, but
some
experts continue to play central roles
nonetheless
authenticating the origin or appraising the
in
of artworks. We turn now to consider what
value
when experts disagree and whoshould
happens
authentication can involve disagreements and
Art
and sometimes a good deal of drama,
controversy,
Processes by which knowledge communities
too.
disagreements and arrive at consensus are
settle
interest to us in all AOKs, and in art they shed
of
on what counts as evidence, how expert
light
are evaluated, how trust and suspicion
opinions
and whether certainty can be achieved.
work,
example, how would we verify whether a
For
newly surfaced on the art market, is an
painting,
and formerly unknown work of one of
authentic
great masters? Experts in the fields of art
the
and sometimes forensic science work to
history
this question. In 2016, a drawing believed
answer
be an original sketch by Leonardo da Vinci
to
in Paris. Within a few months,
appeared
was forming around its authenticity
consensus
it was valued at 15million euros. There are
and
about 20 original “Leonardos” in the world
only
so experts at the French Ministry of Culture
and
that this rediscovered masterpiece was
declared
national treasure. With that status came an
a
ban, to give French museums 30 months
export
raise money to match the asking price so that
to
could keep the drawing. To dig deeper into
they
riveting story, follow the link.
this
terms: Charney Is it
Search
a Leonardo?
really
process of authenticating artworks is
The
and is influenced by the supposed
meticulous,
and potential value of the work. Experts
artist
a range of variables and factors with
consider
judgment.
practised
technique
The
analysed to
is
whether
determine
artwork is
an
with the
consistent
period and the
time
specific style.
artist’s
II. Perspectives
II. Perspectives
Figure 10.5 A forgery of Dirck van Baburen’s The Procuress by Han van Meegeren’s
have the last word on questions of art authenticity.
II.1 Expertise and aesthetic judgment
291
II. Perspectives
are found in the brushstrokes, ink blobs,
Clues
and any writing on the canvas.
shadows
authenticity is judged by small details.
Sometimes
imagine that an expert, or multiple experts,
But
that the ink on a drawing is pooling
conclude
a way that is unmistakably Leonardo. Is this
in
convincing, or would an art collector
sufficiently
to hear more to be convinced to spend $15
need
Who can disagree with expert aesthetic
million?
In art, questions of authenticity and
judgments?
are often the exclusive domain of experts
value
highly specialized knowledge. It raises the
with
of whether non-experts are confined to
question
legitimate claims about matters of taste,
making
experts may have considerable training
Art
experience, but even the best among
and
have been fooled by forgers. Partly, this
them
explained by their fallible human senses
is
the question: to what extent is
Consider
possible in the arts?
certainty
What argument, in relation to art, can you
1.
to answer this question?
construct
What evidence or examples can you offer in
2.
of your argument?
support
Try to incorporate the van Meegeren
3.
from the case study above into
example
evaluation, either as further support
your
as a counterexample. How does it fit into
or
this book we consider the
Throughout
decisions, structures and
judgments,
that influence access to knowledge.
communities
the arts, how is access to artistic knowledge
In
enabled or obstructed? By looking at
facilitated,
in art, what would you conclude about
access
the greatest art piece or performance
Consider
have experienced. How was it made
you
perception; and partly by the high stakes
of
of big money, which pit art experts
incentives
expert forgers. Forensic science has
against
used to resolve disputes among art experts
been
the authenticity of an artwork. Forensic
about
may suggest the work is more recent
evidence
is claimed, through carbon dating or the
than
in the pigments. Forensic science
compounds
thus assist art experts, especially in falsifying
can
to authenticity, as opposed to verifying
claims
as we discuss in Chapter 7. But forensic
them,
should not be considered foolproof.
methods
terms of discerning the particular technique,
In
or intent of an artist, scientific tools are not
style
a substitute for the trained, if fallible, and
yet
if subjective, aesthetic judgments
experienced,
art experts. In the art market, these
of
are the basis for decisions to spend
judgments
may be tempting to tailor your evidence or
It
your examples in such a way that more
present
supports your argument. Remember,
directly
that the world of knowledge is messy
however,
complex, with many nuances and caveats,
and
that prove the rule, examples that
exceptions
the pattern and things that are not what
break
seem. It will strengthen your essay if
they
can invite compelling examples into your
you
and especially if you can demonstrate
analysis,
awareness of their real-world
nuanced
complexity.
to you? Was access easy and open, or
accessible
to the few? And what does that reveal
afforded
your ability to access “great” art? Is there
about
about knowledge in art that is about
something
and status? Is there something in it that
power
about privilege? This is a commonly invoked
is
but points towards an important
stereotype,
about access to art, which has been
concern
in recent years by rising economic
affected
inequality.
10
and not matters of fact
millions of dollars every year.
Practising skills: Constructing arguments and analysing claims
your analysis?
II.2 Art and access
whom knowledge in art is for?
292
terms: Guardian
Search
my Picasso
Mind
on what you know about
Depending
and exclusive art collections,
billionaires
might be surprised to learn
you
many famous works of fine
that
are housed on superyachts,
art
floating mansions of the
the
rich. Some of these
extremely
have made the news
artworks
surprising reasons, such as
for
Jean-Michel Basquiat painting
a
was damaged by breakfast
that
after an unnamed
cereal
children threw
billionaire’s
at it “because they
cornflakes
it was scary” (Mather-
thought
quoted in Neate 2019).
Lees
we do not know exactly
While
painting it was, a Basquiat
which
of a crazed skull-shaped
painting
sold at auction for
face
million in 2017. The
$110.5
crew made the damage
yachts’
when they tried to wipe
worse
the cornflakes.
off
to Pandora Mather-
According
an art historian and
Lees,
some of these
conservator,
have “better
superyachts
than some national
collections
and the owners “want
museums”,
of art is a complex topic, and
Ownership
can perform a variety of roles including
owners
protector, benefactor and investor of
steward,
artworks. Part of that complexity is
significant
guests come on board” (Mather-Lees
when
in Neate 2019). However, yachts may
quoted
less secure than museums and, even if they
be
not, private collectors are free to do what
are
please with works of art. A painting by the
they
artist Takashi Murakami, for example,
modern
reportedly cut into three pieces on the
was
of its owner to make it fit
request
to the jet skis at the back of the
next
yacht.
Mansour bin Zayed
Sheikh
owner of the UK’s
al-Nahyan,
City Football Club
Manchester
of 2020) and Deputy Prime
(as
of the United Arab
Minister
is known to have several
Emirates,
works of art on his
hundred
million superyacht Topaz.
$440
To what extent should access to
1.
cultural and artistic heritage
the
humanity be guaranteed for
of
everyone?
What is lost when great
2.
that are privately
artworks
Who should be accountable for
3.
loss, and to whom?
the
Loew by Gustav Klimt
Gerta
is reportedly held on board the Aviva, a
(1902)
includes paintings such as Triptych 1974–1977
it
Francis Bacon and works by Matisse and
by
for people earning an average income
expensive
afford to own the kinds of prized artworks
to
trade at auction. Perhaps financial and
that
innovations could partly solve this
technological
II. Perspectives
II. Perspectives
For reflection and discussion
Superyacht art collections
superyachtart
owned get damaged?
Figure 10.6
$250 million super yacht owned by the billionaire
Joe Lewis. Lewis describes his onboard
collection as one of the largest in the world, and
Picasso.
to show off their art collection
problem.
the issue of access to ownership, as it can be too
293
II. Perspectives
terms: CNN Business
Search
Singapore Owing a
Innovate:
Singapore-based start-up is using
A
technology to enable individuals
blockchain
buy “shares” in an artwork. This could
to
artists to maintain partial ownership
allow
their work, and enable smaller investors
of
would be unable to afford an entire
who
The shares can be bought and sold by
work.
more easily, which may allow the
investors
to realize the true value of a work
market
efficiently. Fractional ownership enables
more
to own parts of an artwork just like
people
of corporations. While this opens up
parts
to art ownership, it does not directly
access
access to art in general. In fact, it
improve
even reduce access to art, if the multiple
may
cannot agree to display it publicly they
owners
decide to store it in a secure, restricted
may
away from the public.
area
can access art in various ways, as an
We
as students, as owners and so on.
audience,
related concern is access to platforms for
A
Which art forms are considered art,
artists.
specifically good art, valued enough to be
and
Clues to the answer are found at
exhibited?
do you respond to the phenomenon of
How
that sells for millions of dollars? What
artwork
would you use to define the monetary
criteria
and price tag, of art?
value,
Danto, the philosopher and art
Arthur
challenged aesthetics and art price
critic,
in his influential 1964 essay “The
valuations
which suggested an answer to
Artworld”,
eternal question of “what is art”. Andy
the
had just created an exhibition of
Warhol
Brillo Boxes, which were replicas of ordinary
For the purpose of knowledge, what kind
1.
access to art is more important—as an
of
To whom should the benefits of the value of
2.
artwork accrue?
an
Apart from using blockchains, how can
3.
retain partial ownership of their
artists
of an Artist (Pool with Two Figures)
Portrait
David Hockney broke records in 2018 when it sold for
by
complicated intersection between the art
the
and the art market. Below, we consider
world
role of art institutions in deciding art status
the
art value, in the context of our present
and
moment, described by some as late
cultural
stagecapitalism.
cartons of soap, stacked high as
supermarket
in a warehouse. Interested readers can look
if
Warhol’s intentions and explanations of
up
exhibition. Here we are concerned with
his
interrogation of this phenomena, of
Danto’s
objects that could be conceived of
ordinary
art. He concluded that “what in the end
as
the difference between a Brillo box
makes
a work of art consisting of a Brillo box
and
a certain theory of art” (Danto 1964). More
is
10
For reflection and discussion
Bitcoin art
audience or as owners?
Warhol
work?
Figure 10.7
$90 million. None of the money from that sale went to
Hockney, as he had sold the original in 1972 for $18,000.
Box 10.3: The artworld and the art market
specifically, Danto argued that art is what
294
artists, and art institutions, define as
select
The philosopher George Dickie expanded
art.
this idea by defining supplementary
upon
roles such as critic, teacher, director
artworld
curator, among others. But, as Dr Sarah
and
argues, Dickie and Danto failed to
Hegenbart
for the massive influence that the art
account
and wealth, was asserting onthe art
market,
Increasingly, key artworks are being
world.
as investments, raising eye-watering
seen
in specialist sales and sitting in the
prices
and bank vaults of the super-rich. This
homes
of “art as investment” has the potential
view
redefine what art is and what it is for.
to
do we decide on the “value” of an
How
when art institutions and experts
artwork
it differently from the market? What
value
it mean to label those art institutions
would
are trying to resist higher valuations
that
“conservative”? What would it mean to
as
economic theory, the free market, in the
In
of state intervention and market
absence
arrives at the “right” price for a given
failures,
If the art market appears to be failing in
good.
What are some of the tensions between
1.
members in the art world
different
artists, art critics, curators, art
(audiences,
art teachers and students, art
historians,
art uniquely well placed to express the
Is
and unspeakable? Can it be thought
unspoken
as a language that does what other languages
of
cannot?
function, why might this be, and what
that
for valuing art exist? Some
alternatives
have cautioned, for example, that
observers
art is used to transfer money out of
expensive
without paying tax, a practice
countries
as money laundering. This is greatly
known
by the anonymity of art work
facilitated
and the inherent difficulties of
transactions
art as opposed to, for example, a
valuing
Follow the link for one analysis by the
house.
terms: Has art market
Search
partner in crime
unwitting
(2019) suggests that curators, being
Hegenbart
removed from the “capitalist spectacle”
more
high art (as opposed to artists, dealers and
of
institutions), function as more neutral or
art
gatekeepers, ensuring that works are
objective
for artistic, rather than monetary,
displayed
By virtue of their position as curators
value.
may also be better placed to influence,
they
than merely reflect, the financial and
rather
values of their time.
artistic
art communities and so on) with
digital
to access to art?
regards
Whose perspective has weight and should
2.
on the value of art? How would you
matter
What are the different responsibilities of
3.
members of the art world with
different
have an abundance of artworks produced in
We
context of a problematic past. The painter
the
sculptor Titus Kaphar works at the
and
of art and history, reclaiming
intersection
into new narratives. In the linked
artworks
talk, Kaphar paints over a replica of a
TED
II. Perspectives
II. Perspectives
New York Times
NYTimes
describe the art market as “commodified”?
For ref lection
The art world as a knowledge
community
decide?
dealers, gallery owners, art magazines,
respect to knowledge?
II.3 Art as unspoken and unspeakable
truths
17th-century painting that invokes the racial
295
II. Perspectives
of the time, to draw attention to
dynamics
that it intentionally downplays.
elements
art is an amendment to history; he does
Kaphar’s
erase or replace problematic historical
not
and representations, but invites us to
narratives
at them anew, paying attention to the
look
the overlooked characters, as a way of
margins,
to terms with the unspoken truths of a
coming
terms: Can art amend
Search
Kaphar TED
history?
about how this reframing and shifting of
Think
in art could be done in your context.
attention
should art speak to history, and what
How
it say? Below, we consider how art today
should
helping to lift the shadows cast by colonialism
is
centuries of African history, including
over
2019 exhibition Caravans of Gold, Fragments
The
Time: Art, Culture and Exchange Across
in
Saharan Africa sought to reinstate
Medieval
Africa’s global legacy. West Africa was not
West
by colonists, as is frequently heard,
“discovered”
rather was a thriving, globally significant
but
centre in the medieval period,
commercial
the 8th and 16th centuries, connected
between
trade networks with other regions as far
through
China and the Alps.
as
is a very different legacy from the one
This
in most art and history museums even
presented
The arts of Africa are usually “positioned
today.
having been discovered … and folded into
as
Western art movements for the first time
major
the late 19th and early 20th centuries” (Sandy
in
But the Caravans of Gold exhibition uses
2019).
history to shed light on “the story of the
art
African cities and empires that were
thriving
to the global medieval world”
foundational
quoted in Sandy 2019). Fragments
(Berzock
these ancient art works include Chinese
of
found in Mali and a lost-wax cast made
porcelain
Alpine copper found in Nigeria.
of
10
past of slavery and racism.
art history.
Tada seated gure, Nigeria, late 13th–14th century,
Figure 10.8a Virgin and child, France, circa 1275–1300,
Figure 10.8b
made of copper
made of African ivory
296
Chapter 9 we see how history has been revised in
In
songs and other artistic narratives as a form of
lm,
Consider whether art is better suited for this
uplift.
than other areas of knowledge.
purpose
addition to its progressive role of
In
unspoken truths about the past
illuminating
present, art has also played subversive or
or
roles, expressing the unspeakable
transgressive
or hiding it in plain sight. From the
loudly
Decadent poets of the late 19th century,
French
rallied behind art to “épater la bourgeoisie”,
who
is, “shock the upper/middle classes”, to the
that
obscenity charges against hip-hop artists
1990s
reached the US Supreme Court, subversive
that
has a long history with no shortage of
art
These transgressions have been
controversies.
with appeals to freedom of expression
met
freedom of speech, as well as calls for
and
often simultaneously from opposing
censorship,
of the political spectrum.
sides
encounter tricky intersections when
We
art touches religious belief or
subversive
accepted societal norms. It can be
widely
as liberatory or dangerously disruptive,
seen
on one’s perspective. Would you
depending
that we tend to celebrate subversive art
agree
oppressive times, but condemn transgressive
in
in presumably progressive times? This is
art
by what may be a tendency to view
complicated
past, or geographically distant contexts—
the
elsewheres and elsewhens—as oppressive;
the
our present—our here and now, no
whereas
where we are—is more frequently
matter
as progressive.
perceived
reading what the curators said about their
Before
consider how a collective label such
collections,
“feminist art” may be similar to or different
as
“Renaissance art” or “Indigenous art”.
from
Did the artists think of themselves as
1.
work in a particular genre,
producing
a particular purpose or a specific
for
audience?
If you think the answer to question 1 is
2.
when do labels applied after a work
“no”,
created meaningfully bring artists and
is
together
artworks
sorts of strange things happen when the
All
and artefacts of another culture are
artworks
and protected”, which could be a modern
“taken
for “stolen and exhibited”. It is
euphemism
enough when this is done in the name of
complex
and aesthetic exchange involving an open
cultural
but many cases involve artworks or
dialogue,
that have been stolen, misappropriated,
artefacts
are home to millions of artworks and
Museums
artifacts. The Metropolitan Museum of Art
cultural
holds two million objects. The Hermitage has
alone
million. The British Museum eight million.
three
of these objects have made their way to these
Some
through unjust means. Some were stolen
institutions
plundered, others acquired through coerced or
or
transactions. Should these injustices be
exploitative
of these things that belong to our people in Australia—
All
don’t tell a story about the Queen of England, do
they
No way. … They tell stories about the people that
they?
them and used them—that’s our people here in
made
We don’t have the Queen’s crown jewels. And we
Australia.
want them. But what we do want is to get our things
don’t
II. Perspectives
II. Perspectives
Making connections
History, art and uplift
II.4 Patrimony, repatriation and
redistribution of art
misunderstood and misrepresented.
rectied, and if so, how?
(Matthes 2017)
For discussion
back from the British Museum. We want them back.
(Murray quoted in Daly 2015)
Labels in art
297
II. Perspectives
the last few hundred years artwork from
Over
the world, created by a multitude
around
cultures and peoples, has slowly been
of
in a small number of primarily
concentrated
galleries, museums and private
Western
The processes through which this has
collections.
have been documented by cultural and
happened
historians, and derive from major forces of the
art
1897 the British Imperial Navy launched
In
punitive expedition against the Kingdom
a
Benin, completely destroying Benin City
of
looting the artwork of the Royal Palace.
and
the loot were hundreds, and perhaps
Among
a thousand, intricate bronze, brass and
over
sculptures that over the ensuing decades
ivory
become known as the Benin Bronzes.
would
were held in collections across Europe,
They
the profile of African art. The resulting
raising
of the Benin Bronzes tells us an
exposure
story, in the words of Professor
interesting
the looted Benin art treasures
“Initially,
treated with some kind of curiosity.
were
as the wonderful quality of
However,
ivory carvings and bronzes became
the
and this was reflected in
appreciated
prices they fetched in
ever-increasing
art auction rooms of the world, the
the
Office sold considerable quantities
Foreign
ethical issues relating to the appropriation,
The
and stewardship of artwork, as
ownership
relate to TOK, are discussed in section
they
Here we examine the implications of this
IV.
of artistic knowledge in the
concentration
context of material cultural artefacts
broader
been globally displaced. As knowledge
having
embedded in material culture and practice,
is
ability to stitch together coherent narratives
our
the arts (and in other AOKs) is improved by
in
understanding of the ownership, provenance
an
context of artwork, and much can be learned
and
placing and studying art in its historical
from
cultural context. The idea of ownership,
and
onto art knowledge, feels like
transplanted
cultural heritage to copyright. Yet, it
reducing
matters where art is from: let’s consider
deeply
case of the Benin Bronzes.
the
defray the costs of the expedition.…
to
presence of Benin Bronzes in Europe
The
the United States exposed the high
and
of workmanship expended on
quality
Familiarity with these works would
them.
revolutionize western views of
eventually
art, and transform the designation
African
these from ‘primitive’ to just simply
of
it was not as simple as that. For at
However,
time, following several hundred years of
the
“the African people as well as their art
slavery,
held in abject contempt by the Europeans
were
stole them” (Konde 2014). Ernst Grosse
who
asserted in 1894, for example,
confidently
“[t]he sentiments of [African] primitive
that
are narrower and cruder, its material
art
its forms simpler” (Grosse quoted in
poorer,
1968). About prevailing attitudes and
Bodrogi
towards African art, Carl Einstein
judgments
the following.
observed
10
modern age such as colonialism and globalization.
Box 10.4: The Benin Bronzes
‘art’.” (Konde 2014)
Emmanuel Konde.
298
is hardly any art that is approached
“There
Europeans with so much distrust as
by
of Africa. They are disinclined to
that
it as art and regard the contrast
recognize
its products and the accustomed
between
concepts with a contempt and
continental
that have actually created a special
scorn
of rebuttal.” (Einstein quoted
terminology
is quite easy to imagine the cognitive
It
of European admirers of the Benin
dissonance
Konde offers two anecdotes as to
Bronzes.
this dissonance was overcome. Initially
how
British soldiers, upon looting the bronzes
the
realizing their merit, “concocted the tale
and
the sculptures they had stolen must have
that
made by the Portuguese, the Egyptians,
been
the lost tribes of Israel” (Konde 2014). The
or
brought on by the First World War,
changes
are hundreds of thousands of works
There
art such as the Benin Bronzes still held in
of
collections around the world, and
colonial-era
repatriation back to their “homeland” is
their
issue that has gathered momentum over the
an
five decades, with the independence of
past
formerly colonized nations. Apart from a
many
instances, particularly from museums based
few
the United States, this has not yet happened
in
any meaningful scale. One reason appears
on
practical—up to 85–90% of “classical
entirely
certain other types of artifacts on the
and
do not have a documented provenance”
market
2013)—but museums and trustees
(Franzen
have a conflict of interest to investigate the
may
of works already in their collection.
provenance
if the provenance can be traced, it may
Even
be traceable to a contemporary national or
not
Davis, a lawyer with the Antiquities
Tess
praised the Cleveland Museum of
Coalition,
for voluntarily returning the Hanuman
Art
but argued that it should never have been
statue,
reassessment of African art. By 1926, the
a
Ernst Vatter would write: “…
ethnologist
art as well as the hitherto similarly
primitive
prehistoric and medieval European
neglected
constitute nowadays an integral part of
art
as a whole” (Vatter 1926). Note his use
art
the term “prehistoric”, which, as outlined
of
Chapter 9, carries some problematic
in
only took 30 years for the Benin Bronzes to
It
a significant effect on the understanding
have
art in the European paradigm. Today
of
largest collection of Benin Bronzes is in
the
with the vast majority held between
London,
and Germany. Between 1951 and 1972,
England
British Museum sold over 30 “redundant”
the
“back” to Nigeria, because they were
bronzes
specimens. In late 2018, the British
duplicate
agreed to loan a selection of the
Museum
have historically claimed that a
Collectors
belongs to them because they “found” it,
work
it or were the first to recognize its value.
“saved”
some objects acquire artistic status in the
Indeed,
of being collected and exhibited, while
process
other cases, functional objects (such as a table)
in
become culturally displaced works of art in
can
museum halfway around the world. The fact
a
that objects, artworks and artefacts that
remains
been stolen, acquired, or found and later
have
are identified as being of value, even if
exhibited
originally did not have artistic status “back
they
Once this value is identified, if a claim to
home”.
work is made, why is it not honoured?
a
United Nations convention of 1970
The
a framework for the legal export or
provides
II. Perspectives
II. Perspectives
in Bodrogi 1969)
assumptions.
however, transformed (or coincided with)
bronzes temporarily to Nigeria.
II.4.1 Why has repatriation not happened?
The Hanuman rst surfaced on the market while
Cambodia was in the midst of a war and facing
genocide. How could anyone not know this was
stolen property? The only answer is that no one
wanted to know.
(Davis quoted in Tharoor 2015)
cultural group.
repatriation of art and archeological materials
allowed to enter the collection in the first place.
299
II. Perspectives
after that date, but for anything
discovered
before that, no meaningful multilateral
acquired
exists. Museums and collectors
cooperation
avoided repatriation by appeals to the idea
have
stewardship: even if the provenance of an
of
can be clearly traced to a contemporary
artwork
nation or culture, they claim to be
people,
best custodians of the work, whether that
the
due to their technological apparatus (for
is
temperature and humidity controlled
example,
systems), security, or social and
preservation
stability. What do you think about
political
growing and widespread recognition of
With
political, cultural and economic value of
the
claimants to the ownership of an artwork,
art,
iconic art, have been very willing to
especially
the required investments in protecting
make
work. Even where they cannot intervene,
the
choose not to, do other peoples, nations or
or
have a right to intervene?
organizations
the most ideological argument against
Perhaps
hinges on the idea of a universal
repatriation
belonging to all of humankind, “that
collection,
by juxtaposition in global centres can we
only
for repatriation can be difficult to
Claims
if the ownership of the artwork
reconcile
artefact in question is not traceable to a
or
owner. Is it possible for a work to
present-day
to a culture? What would that mean in
belong
terms? Claims of cultural ownership have
legal
used as the basis of nationalistic claims to
been
and artefacts.
artwork
being human” (Joy 2019). The argument is that
of
if colonial-era collections are an accident of
even
they are still the best place, now, for us
history,
understand and appreciate art in a pluralistic,
to
sentiment is upheld by the headline
The
have no borders, they have a
“Museums
on the website of the International
network”
of Museums, that seems to ignore issues
Council
national and sovereign embeddedness. At
of
given time, the large museums display
any
a fraction of their collection, with the
only
put in storage. As Charlotte Joy, lecturer
rest
anthropology at Goldsmiths, University
of
London, puts it, “to date, the logic of the
of
is not one of access and display but
museum
acquisition and retention” (Joy 2019). It is
of
to imagine an alternative: replicas could
possible
sent to these global centres and the originals
be
“cultural property” refers to
However,
that, rather than belonging to a
materials
territory or state, belong instead to a
family,
collectivity. This could be dispersed
cultural
Peoples for instance. As Janna
Indigenous
puts it, cultural property can
Thompson
understood as property that “plays an
be
role in the religious, cultural or
important
10
cosmopolitan sense.
Works of art have not adhered to modern political
borders. They have always sought connection
elsewhere to strange and wonderful things.
(Tharoor 2015)
these claims?
The ongoing destruction of ancient sites in the
Middle East by the Islamic State has galvanised the
case for the universal museum, with advocates such
as Gary Vikan, the former Director of the Walters Art
Museum in Baltimore, arguing that only institutions
in the West can preserve the world’s cultural
heritage.
(Tharoor 2015)
repatriated.
The idea of the ‘universal museum’, for all its
Enlightenment virtues and educational potential,
is at its core a Western imperial project, and
museums that acquired sacred objects in earlier
times absolutely must rethink their display, their
function and their narrative.
(Farago 2015)
truly make sense of global art and the experience
Box 10.5: What is cultural property? Who belongs to a culture?
300
life of people of the collectivity”
political
2003).
(Thompson
an item of cultural property is very
When
linked to the identity of an existing
closely
it may be referred to as “cultural
collectivity,
According to James Cuno, this
patrimony”.
not something owned by a people, but
“is
of them, a part of their defining
something
identity” (Cuno 2001). The more
collective
the item, the more likely it is to pass
important
who counts as a member of a cultural
However,
It might be pointless to argue about a
group?
owning property if the members of that
culture
cannot be identified. But this should
culture
be used as an easy excuse to dismiss claims
not
patrimony. Kwame Anthony Appiah points
to
as an issue, is much more tangible
Ownership,
the issue of appropriation, which can have
than
for the authenticity of a work, and
implications
rewards accruing to it. In its technically
the
form, appropriation is recognized as a
legitimate
of artistically recontextualizing something
means
to create a new work. There are at least
borrowed
categories of dubious appropriation: the
two
obvious is the appropriation of economic
most
material value, as many such artworks can
or
invaluable. The Koh-i-Noor, for example, one
be
the largest diamonds in the world, was taken
of
Punjab in 1849 and subsequently worn
from
Queen Victoria in a brooch. It is currently
by
of the British Crown Jewels. Less obvious
part
the appropriation of cultural, artistic and/or
is
we have the appropriation of narratives,
First,
told without the participation of
as
groups to whom an artwork’s
contemporary
and/or significance can be traced.
provenance
the last century, Indigenous Peoples’
Over
has been interpreted, studied, exhibited
art
Nigerians claim a Nok sculpture
“When
part of their patrimony, they are
as
for a nation whose boundaries
claiming
less than a century old, the works of a
are
more than two millennia ago,
civilization
by a people that no longer exists,
created
whose descendants we know nothing
and
(Appiah 2006)
about.”
corollary of this problem is how we can
The
for instance, that an artwork or artefact
know,
taken (or given) unjustly in the first place:
was
is allowed to give something on behalf of
who
cultural group? Is it their kings, leaders or
a
Is consensus required?
elders?
systems of property rights may be
Legal
by these concepts, but progress
challenged
required, especially given the many cases
is
cultural continuity to a contemporary
where
appropriated innumerable times without
and
participation. Painfully, cultural work
their
Indigenous People was often “treated as
by
history, to be filed away with rocks and
natural
carcasses, rather than treated as a vital
bird
in its own right” (Farago 2015). This is
culture
an ethical as well as knowledge
simultaneously
to what extent can we understand the
issue:
and more broadly the material
artworks,
immaterial culture, without the active
and
of the subject group? In light of
participation
we have encountered in this chapter so far,
what
you say that this art can speak for itself,
would
be spoken for by outsiders?
or
II. Perspectives
II. Perspectives
beyond the category of property.
out the following.
group—the “moral descendents”—is traceable.
II.4.2 Appropriation
In Paris, for example, pre-Columbian sculptures have
migrated over and over: from the Louvre and the
Musée Guimet in the early-to-mid-19th Century, where
historical narratives.
they were exhibited as antiquities; to the ethnographic
Trocadéro in the late 19th Century, where aesthetics
were irrelevant; and now to the Musée du Quai Branly,
which proudly calls itself an art museum.
(Farago 2015)
301
II. Perspectives
have been examples of progress: in
There
United States, the Association of Art
the
Directors, the main authority for
Museum
museums, instructs its members to work
US
Indigenous groups on display and
with
The Australian Museum in
interpretation.
has been acknowledged for collaborating
Sydney
indigenous communities to improve its
“with
and cultural artefacts are said to contain
Art
knowledge, from the context and
encoded
of their creation. Sometimes the work
culture
artistically inseparable from that context—
is
for example, props and artwork used
consider,
ritualistic performance, such as masks and
in
Hakananai’a (“lost or stolen friend”) is an
Hoa
basalt statue that was taken from
eight-foot
Island in 1868, and has been kept at
Easter
British Museum ever since. In November
the
the governor of Easter Island urged the
2018,
to return it, saying its keepers have
museum
can these masks be comprehended by
extent
foreign audience, without the context of the
a
How much context is enough for the
dance?
or sharing of knowledge to an artwork?
transfer
art forms are more prone to this
Some
than others; film, for example, is
predicament
to be more readily transferable than
perceived
iconography or fine art. It is the sharing
religious
transfer of art across social, cultural or linguistic
or
that generally causes this problem. Even
borders
recent decades, attempts to understand or
in
artwork out of its cultural context,
appreciate
example art that has been geographically
for
temporally displaced, has carried the risk of
or
exoticizing or further othering the
trivializing,
and the subject culture to which it belongs.
object
terms: You have our
Search
Easter Island
soul
Alarcón Rapu, Governor of Easter Island,
Tarita
asked the British Museum to lend the
recently
it is the right time to maybe send us
“And
(the statue) for a while, so our sons
back
see it as I can see it. You have kept him
can
150 years, just give us some months.”
for
British Museum released a statement to
The
that described a “warm, friendly and
CNN
conversation” with the Easter Island
open
adding the following.
delegation,
was very helpful to gain a better
“It
of Hoa Hakananani’a’s
understanding
for the people of Rapa
significance
today … . The museum is keen
Nui
work collaboratively with partners
to
communities across the globe and
and
discussions around future joint
welcomes
with Rapa Nui … . We believe that
projects
is great value in presenting objects
there
across the world, alongside the stories
from
other cultures at the British Museum.
of
museum is one of the world’s leading
The
10
interpretive displays” (Farago 2015).
costumes used in ceremonial dance. To what
Box 10.6: “You have our soul”: Easter Island pleads with British for statue’s return
statue back to Easter Island temporarily.
the “soul” of the Easter Island people.
(Rapu quoted in Holland 2018)
302
and the trustees will always
lenders
loan requests subject to usual
consider
the claim made by Tarita Rapu,
Regarding
the statue is a part of her people’s soul,
that
(a) To what extent are you able to
1.
this claim?
comprehend
factors affect your ability to
What
doso?
especially have long embraced the
Museums
that “cultural products are contributions to
idea
culture of all humankind” (Matthes 2017).
the
Hague Convention of 1954 includes the
The
1982 UNESCO Convention argues similarly
The
artefacts from World Heritage sites.
for
addition, a 2016 declaration by the United
In
Human Rights Council suggests
Nations
access to universal human heritage is a
that
right.
human
What do you make of the British Museum’s
2.
that there is “great value in
response,
objects from across the world
presenting
… other cultures at the British
alongside
(a) Given your answers to questions 1
3.
2, what would you suggest is the
and
place for the statue, in terms of
best
and in terms of ethics?
knowledge
additional information would you
What
to more effectively answer this
need
ideas have been used to argue in favour
These
foreign intervention to “protect” culture,
of
to support universal collections, against
and
of cultural property.
repatriation
may be an inherent tension between
There
and collective interests when it comes
individual
cultural property, such as art. Janna Thompson
to
the following.
wrote
II. Perspectives
II. Perspectives
conditions.” (Holland 2018)
Museum?”
consider the following questions.
(b)
(b)
question?
II.4.3 The role of museums: Does all culture
“Convinced that damage to cultural heritage, both
belong to all humankind?
tangible and intangible, of any people constitutes
damage to the cultural heritage of humanity as a
whole; Noting that the destruction of or damage
to cultural heritage may have a detrimental and
irreversible impact on the enjoyment of cultural
rights, in particular the right of everyone to take part
following declaration.
in cultural life, including the ability to access and
enjoy cultural heritage.”
“Damage to cultural property belonging to any people
(UNHRC 2016)
whatsoever means damage to the cultural heritage of
all mankind, since each people makes its contribution
to the culture of the world.”
(UNESCO 1954)
“Their value cannot be conned to one nation or to
one people, but is there to be shared by every man,
woman and child of the globe.”
(UNESCO 1982)
If we think of art as being of value for individual
development and to humankind as a whole, then
distributional issues cannot be avoided.
(Thompson 2004)
303
II. Perspectives
III. Methods and tools
would be best placed to navigate this
Who
museums or national governments? If
tension:
accept that museums might be custodians for
we
goods that belong to all of humanity, what
public
we say about the fact that most of them are
can
Western nations?
in
the “Declaration of the Importance and Value
In
Universal Museums”, the directors of leading
of
including the Metropolitan Museum of
museums
the Getty Museum, the Hermitage Museum
Art,
the British Museum write that “museums
and
not just the citizens of one nation but the
serve
of every nation” (quoted in Matthes
people
Matthes writes that Western museums
2017).
a long history of cultural marginalization”
“have
2017). For instance, he states that non-
(Matthes
this section we explore the methods of
In
and being an artist, and how
becoming
is acquired and produced in the
knowledge
We also look at the role of tools and
process.
child is an artist. The problem is how
“Every
remain an artist once we grow up.” So goes
to
quote, often attributed to Pablo Picasso, but
the
on by many others to suggest that we all
iterated
an innate artistic ability, and that education
have
at best irrelevant to it.
is
yet, going to art school and formally
And
in the knowledge community of
participating
remains something of a stepping stone
artists
the trajectory of many if not most artists.
in
is the purpose of an art education and
What
knowledge that is passed on and acquired
the
mission and values of many leading
The
serve for the collective good
museums—to
humankind—seems at odds with their
of
in just one part of the world. A key
concentration
in the redistribution and repatriation
consideration
artistic works, argues Matthes, is how it can
of
collections also house vast quantities
Private
knowledge away from public access. To
of
extent should governments intervene in
what
collections, and what would be some
private
an education in art looks different
Granted,
the various disciplines—from theatre and
in
to film, dance and so on. And yet,
literature,
diverse art forms, studied in the context of
these
university programmes, may perhaps
modern
more similar than we recognize. What can
be
learn about how knowledge is transferred
we
looking at how art education has changed
by
time and the different forms it takes across
over
cultures?
explore this question we turn to Hindustani
To
music from the northern regions of the
classical
subcontinent. For close to 10 centuries,
Indian
knowledge was traditionally transferred
music
the context of the guru–shishya parampara
in
where a student or disciple (shishya),
system,
knowledge under the direct guidance
acquires
a trusted teacher or master (guru). The guru–
of
is defining as both a professional and
shishya
relationship, marked by ceremony
personal
10
anthropology museums as opposed to art museums,
their designation as ‘primitive’ within the artworld
context, and, despite these aspersions on their
artistic status, the colonialist acquisition of many
such objects.
(Matthes 2017)
facilitate the recognition for marginalized groups.
Western artworks have long been excluded to:
implications of this?
I I I . M E T H O D S A N D T O O LS
materials.
III.1 Method and art education
through it?
and an initiation into a community and lineage.
304
their guru, the shishya is connected
Through
and belongs to a recognized and reputable
to
lineage, called gharana, which grants
musical
legitimacy as a performer.
them
the guru–shishya paramapara, knowledge
In
transferred orally from one generation to
was
other, through the authoritative teaching
the
the gurus. The different gharanas—or
of
and preserved diverse
lineages—developed
knowledge and practices, and only
music
them with trusted disciples. Attached to
shared
this knowledge was a responsibility
receiving
eventually pass on what is learned, and
to
successfully carry the tradition forward.
to
was essential that the material was passed
It
precisely and remembered exactly. To
on
end, students participated in talim, or
this
musical training, differentiated to each
formal
based on their ability and their guru’s
shishya
for their musicianship. Students were
vision
expected to take part in riyaz, a form of
also
individual practice, demanding
dedicated
and regularity. The specific qualities and
rigour
of both the guru and the shishya
responsibilities
embedded in a centuries-long intellectual
were
tradition.
the 20th century, with the influence of
In
globalization and a nation-building
colonialism,
in India, the role of the guru–shishya
project
as the primary method of transferring
parampara
in Hindustani classical music began
knowledge
shift. Changing social, political and economic
to
to draw waves and the
Learning
Buddha
to the quote we opened this section
Contrary
Hokusai Katsushika, the artist of the
with,
Wave off Kanagawa, the iconic Japanese
Great
print, wrote thefollowing.
woodblock
around the age of six, I had the habit
“From
sketching from life. I became an artist, and
of
fifty on began producing works that won
from
reputation, but nothing I did before the
some
and reformers who sought to
musicians
and democratize this music tradition
modernize
turn it into a matter of national interest and
and
Where we previously see an exclusive
pride.
community propagated through
knowledge
Tradition, individual instruction based on
Oral
and authority, and a diversity of styles
trust
the different gharanas, a new approach
through
transmitting and acquiring knowledge
to
to take shape. Among the reforms
began
a notational system, a standardized
were
and teaching methodology, and
curriculum
institutionalized conventions of theory
new
practice suitable for mass music education.
and
these, notation—which allowed Hindustani
Of
to be written down—was intended to
music
it to the dignity of a “classical” music
raise
asserting its sophistication and
tradition,
and putting it on par with Western
complexity,
music. Hindustani musical texts could
classical
travel further, independent of the one-onone
now
in-person oral transmission between gurus
lot has been written about how these changes,
A
with technological advancements
combined
a global South Asian diaspora, affected
and
reach of this musical tradition. What do
the
imagine was gained, and what was lost,
you
terms of knowledge in the course of this
in
Can some forms of knowledge
transformation?
be transferred and shared in specific ways?
only
how did this allow more diverse knowers
And
have access to this knowledge?
to
explore this idea of mastery, consider these
To
examples.
two
terms:
Search
of Tibetan Proportions
Book
terms:
Search
book
Japanese
wave and ripple Public
of
Review
Domain
III. Methods and tools
III. Methods and tools
and shishyas
circumstances gave rise to non-hereditary
For discussion
Public Domain Review
age of seventy was worthy of attention.”
305
III. Methods and tools
1. Is having knowledge of the arts necessary for being
one speaks of art production, one might
When
the art studio, the theatre company, the
imagine
desk—at least in the popular imagination
writer’s
sites of art production. But how does art
of
out of specific local contexts, and what is
arise
relationship between art and place? How
the
globalization and other forces of modernity
are
traditions of artistic knowledge that
affecting
consider two examples from South India.
Let’s
first arose during the 10th-century dynasty
The
the Chola kings of Tanjore, and reveals how
of
monarchy, religion and divinity came
landscape,
to inspire a resurgence in traditional art.
together
this period, land features such as the hills,
During
and groves surrounding villages were
waterfalls
with spiritual stories connecting them
animated
a pantheon of deities, many of whom had large
to
idols made in their honour. Over time,
stone
idols were replaced with smaller, portable
these
statues. Among the best-known examples
bronze
these are the Chola bronzes, sculptures
of
using the lost-wax casting technique,
made
and produced by the Chola kings
commissioned
Tanjore. The sculptures communicate with
of
the hand and finger gestures of South
mudras,
dance, and are widely described as deeply
Indian
communicating theological truths; they
beautiful,
also sometimes described as unabashedly
are
their near-naked bodies symbolizing
sexual,
and eroticism. While the Chola bronzes
fecundity
be seen as “art from above”, an example of
can
art produced through elite patronage,
religious
also have theyyam from South India, a ritual
we
tradition that is thousands of years old and
dance
10
able to make great art?
In the arts, what is the relationship between
2.
of skill and the quality of knowledge?
mastery
How does the role of convention influence
3.
in the arts?
knowledge
III.2 Method and art production
have continued for centuries?
predates Hinduism.
306
combines theatrical, religious and
Theyyam
culture in a performance that can
lived
space and the identity of the
transform
who is said to be possessed by gods
performer,
it happens, I always get very tense, even
Before
I have been doing this for 26 years now. It’s
though
that I am nervous of the god coming. It’s more the
not
that he might refuse to come. It’s the intensity
fear
your devotion that determines the intensity of the
of
If you lose your feeling of devotion, if it
possession.
once becomes routine or unthinking, the gods
even
stop coming … . When the drums are playing and
may
make-up is nished, they hand you a mirror and
your
look at your face transformed into that of a god.
you
it comes. It’s as if there is a sudden explosion of
Then
A vista of complete brilliance opens up—it blinds
light.
senses … . That light stays with you all the way
the
the performance. You become the deity. You lose
during
fear. Even your voice changes. The god comes alive
all
takes over. You are just the vehicle, the medium. In
and
trance, it is god who speaks, and all the acts are the
the
of the god—feeling, thinking, speaking. The dancer
acts
an ordinary man—but this being is divine. Only when
is
head-dress is removed does it end.
the
or rather the human performers who are
Theyyams,
are Dalits, or untouchables—designated
possessed,
so low a caste that higher-caste Hindus will not
as
them. But because of the perceived strength
touch
authenticity of their possession, theyyams
and
worshipped during the ritual season, from
are
to February, with even the highestcaste
December
Hindus seeking their blessings and touching
feet. How does this example speak to the
their
of artistic knowledge?
production
Das describes his experiences when he is
Hari
performing theyyam
not
nine months a year, I work as a manual labourer.
For
build wells during the week, then at the weekend I
I
in Tellicherry Central Jail. As a warder … . I need
work
make a living. I am poor enough to be ready to do
to
anything if someone pays me a daily wage.
virtually
not for pleasure—it’s very dangerous work … .
It’s
No one dares to mess with them … . I keep
backing.
head down. I never beat any prisoner, and just try
my
avoid being beaten up myself. We all just try to get
to
the day alive and intact.
through
his book Nine Lives (2009) William Dalrymple
In
Hari Das and describes theyyam
interviews
originating from a deeply casteist context
as
even in the 20th century “lower-caste
where,
were still regularly being murdered by
tenants
Nayar (high caste) landlords for failing to
their
Dalits are still expected to show deference
Today
respect, and to avoid physical contact or
and
proximity with higher castes. Dalrymple
close
this context clearly plays a role in the
suggests
inequalities are the fertile soil from which
These
grew, and the dance form has always been
Theyyam
conscious and ritualised inversion of the usual
a
of Keralan life: for it is not the pure and
structures
Brahmins into which the gods choose to
sanctied
but the shunned and insulted Dalits … .
incarnate,
Theyyams take place not in Brahminical temples,
The
small shrines in the holy places and sacred
but
these two examples—the Chola bronzes and
In
methods through which art is
theyyam—the
and the knowledge involved in the
produced,
does not seem typical for this AOK. We
process,
you to reflect on ideas about how art usually
invite
and the processes that produce it. Where
works,
these ideas come from, and how are they
do
Art can be, and often is, entangled
maintained?
the domains of culture and religion, and even
with
This entanglement influences the methods
science.
art, and it may be the case that religious,
of
or cultural knowledge is essential in the
scientific
does the artist sit in the midst of all this?
Where
the interview below, we speak to theatre artist
In
Dinesh about the practices that inform
Nandita
production of her work.
the
III. Methods and tools
III. Methods and tools
during the performance.
(Das quoted in Dalrymple 2009)
present sweets as tokens of their submission”.
theyyam art form.
(Das quoted in Dalrymple 2009)
groves of the countryside …
(Dalrymple 2009)
process of producing art.
The inmates rule the jail. Many have got political
307
III. Methods and tools
The rst thing to nuance here, is the term
[Dinesh]:
While much of my work has occurred in active
‘conict’.
zones (like Kashmir), I’m also curious about the
war
of theatre in conicts that are
potential/limitations
easy to classify as ‘war’: the conicts surrounding
less
in the United States, for example, where a
incarceration
situation exists—although one is less likely to
‘war-like’
the US a ‘war zone’.
call
these contexts of conict, I often go in as an outsider:
In
I’m of a dierent gender, nationality, ethnicity,
because
social condition from that which is being experienced
or
the folks I work with. I say this because this
by
a constant critical engagement
‘outsider-ness’—and
the politics and ethics of that identity—have led to
with
Practically, this means that all my works
[Dinesh]:
an explicit character called ‘The Outsider’: a
contain
who emerges at dierent points in whatever
character
write/create in response to the conict in question; a
I
who problematises the work, while also being
character
of it; a character who is semi-autobiographical,
part
also speaking to observed dynamics between
while
and ‘guest’.
‘host’
in a piece called Chronicles from Kashmir that was
So
over six years with a theatre company in
developed
Kashmir, there are two ‘Guides’ who take the
Srinagar,
on their journey through the world of the
audience
One of these ‘Guides’ is Kashmiri; the
performance.
is non-Kashmiri. And a central emphasis in the
other
is how these two characters engage with
performance
other, while they attempt to present dierent
each
I’m borrowing the term from Primo Levi’s The
[Dinesh]:
and the Saved where he speaks to the ‘gray
Drowned
Jews who had to become complicit within the Nazi
of
to protect themselves and their families.
establishment
Levi nuances his use of the term a lot more, but
Now
stuck with me was the ‘gray zone’ as being an area
what
which the links between ‘victim’ and ‘perpetrator’
in
harder to dene … where someone/
become
experience contains within it both qualities of
some
and ‘perpetration’. Where simplistic binaries
‘victimhood’
approaching a conict therefore, one of the rst
When
that I embark on is a ‘conict mapping’ of sorts.
things
process in which I try to understand the ‘gray zones’
A
lie between/within mainstream depictions of that
that
never ignoring the reality that some
conict—while
are more powerful than others; some voices are
voices
10
Voices: Interview with Nandita Dinesh
[Interviewer]: In your work making theatre in
contexts of conict, is there a particular ‘method’ or
‘methodology’ that you’ve found to be particularly
useful?
between ‘good’ and ‘evil’ are impossible … .
more visible than others.
[Interviewer]: How do you dramatize ‘gray zones’
while also not simplistically saying that ‘everyone is a
victim’?
being the primary tool that I use when
autoethnography
theatre about/with/for/in conicted contexts.
creating
this autoethnographic approach means, for me, is
What
constant [re]negotiation (in the processes of research,
a
and performance) of my own positioning—with
creation,
its biases and limitations.
all
[Interviewer]: What does this look like? Practically?
[Dinesh]: That is a question that I constantly deal with …
[Interviewer]: And how do you deal with that question?
One way I’ve been attempting to integrate
[Dinesh]:
complexity in my work is through particular
this
aesthetic choices.
perspectives from Kashmir to the audience.
[Interviewer]: You’ve often used the term ‘gray zones’
to frame your work. Could you unpack that for us?
zones’ of the Holocaust as being in the experiences
308
example, my works are most often staged in the
For
i.e., audience members don’t sit in one
‘promenade’
and watch a performance on a stage. Instead, they
place
between dierent, unconventional performance
walk
(kitchens, bathrooms, trees, passageways) and
sites
dierent stories through movement. To me,
encounter
notion of moving the audience is an allegory for
this
… . To show the audience, experientially,
complexity
they need to ‘work’ to learn about the complexities
that
conict. That they can’t just sit in a comfortable chair
of
expect to be informed … that they need to move, to
and
to ‘work’, in order to better understand.
walk,
idea that I work with a lot is ‘fragmentation’.
Another
who are more accustomed to Realism expect a
Folks
overarching narrative in a theatrical work. You
certain
the introduction, the rising action, the climax, the
know,
this section we have explored significant
In
personal and cultural practices that take
material,
in the process of producing art, collectively
place
to as “methods”. Before we move on to
referred
pairs, small groups, or as a class consider the
In
questions.
following
To what extent is it necessary to follow a
1.
method in order to produce art?
certain
How does following or not following the
2.
of art affect the quality of the
methods
tools of art—pigments, brushes, but also
The
sets, musical instruments and, recently,
stage
technological tools—participate
increasingly
essential ways in knowledge in the arts.
in
in arts is a deeply material engagement;
Knowing
is not just about knowing how to use tools, but
it
how to work with materials. Artists shape
also
bake clay, chisel and polish stones, melt and
and
metals, take and develop photographs,
mould
paints and apply them to different surfaces
mix
action, and all of that. In my work, I intentionally
falling
apart that linearity—once again because I wonder
break
linear narratives facilitate a problematic outcome of
if
being seen as ‘understandable’ … while the
something
with conict is that so many parts of it escape
trouble
understanding.
our
I work a lot with duration. Chronicles from
Finally,
is a 24-hour long immersive experience where
Kashmir
and actors live together for a day … .
spectators
too, helps me unravel complexity in more
Duration
ways. To bring in narratives from the ‘gray
evocative
while also taking the time to contextualize those
zones’
within the larger fabric of the conict that is being
voices
with. dealt
the tools of art production more closely,
examine
some time to examine this idea of methods,
take
What kinds of knowledge are involved in
3.
methods and how does the artist
artistic
In which ways does method play a similar
4.
different role in art as compared to
or
an embodied experience—arguably to a greater
also
than the other areas of knowledge. We
extent
think of artistic knowledge as requiring
might
whole selves, and especially our bodies—to
our
kinds of knowledge might be unique to
What
arts as a result of its material and embodied
the
Are there any exceptions—among the
nature?
art forms—where tools and instruments
different
a lesser role? And how is the knowledge
play
in the arts different from knowledge
produced
using different tools and methods in
produced
other areas of knowledge?
the
III. Methods and tools
III. Methods and tools
Nandita Dinesh is a 2002 IB graduate.
using the questions that follow.
For discussion
The role of methods in art
acquire them?
science, history or mathematics?
artwork?
III.3 Tools and instruments in art
act, dance, sing or play instruments.
in order to produce art. Knowing in the arts is
309
III. Methods and tools
can be deeply interesting, as we see
Pigments
Kassia St Claire’s The Secret Lives of Color.
in
of us also take for granted that we can
Many
into an arts and crafts store to purchase
walk
set of oil paints, even though that is a
a
new innovation.
relatively
then there is Vantablack—one of the
And
blacks ever made. It absorbs almost
blackest
light—99.965% to be precise—so much
all
that some artists have described it as
so
from carbon nanotubes, by accident
Created
the laboratory of Surrey Nanosystems, an
in
and space science laboratory,
engineering
took the art world by storm.
Vantablack
was not widely available because the
It
had to be created under very specific
pigment
conditions, using a reactor and
laboratory
trained staff.
highly
artists flooded the company
Undeterred,
enquiries. Among them was Anish
with
a prominent contemporary artist,
Kapoor,
of Chicago’s Cloud Gate sculpture
creator
known as “The Bean”), who
(popularly
purchased the rights to Vantablack
ultimately
his exclusive use. Surrey Nanosystems,
for
from the technology world, may
coming
conceived of patents as a legitimate and
have
response to their innovation, and
obvious
the company patented the method and
so
protocols for creating the pigment.
laboratory
use of a technologically derived
Exclusive
is certainly not unheard of in the
material
world; indeed, patents protect
technology
incentives that propel research and
the
(R&D) in science, technology
development
industry. Without patents, the argument
and
organizations would have no pay-off from
is,
costly R&D, and so no incentive
pursuing
Surrey Nanosystems would find out, this
and
markedly different from the ethos and
was
technologies and material possibilities
New
a long history of inspiring new art forms
have
movements. And that these innovations
and
sometimes, or even often, not freely and
are
shared by their inventors is also not
widely
But something about Vantablack deeply
new.
many artists, perhaps none more so than
upset
Semple who, inspired by this episode,
Stuart
go on to democratize pigments. He saw
would
Vantablack patent as elitist and immoral,
the
access to an art material that could
limiting
art collectively. But Semple had been
advance
his own pigments and not sharing
making
and was struck by his own hypocrisy.
them,
so, he made his pigment, the Pinkest
And
available for purchase by other artists
Pink,
a very cheap price. This was both an act
at
sharing as well as a performance, because
of
sale was made on the condition that the
every
was not Anish Kapoor, was not affiliated
buyer
him in any way, and would not allow
with
Kapoor access to the pigment.
Anish
performance went viral, shared
Semple’s
commented upon thousands of times on
or
media. Anish Kapoor somehow got his
social
on the pigment and did a performance
hands
his own, posting a picture on Instagram
of
his middle finger dripping in the Pinkest
of
So commenced a massive feud. Semple
Pink.
with a few others set out to create an
along
to Vantablack, spending years in
alternative
and collaborating with the make-up
R&D
to create Black 3.0, not quite as black
industry
Vantablack, but pretty close. It inspired
as
artist, Diemut Strebe, who alongside
another
scientists ultimately created a blacker
MIT
than Vantablack, a pigment that traps an
black
99.995% of light. Until a blacker
astonishing
comes around, this one is available to
black
artist, including AnishKapoor.
any
10
Case study
Pigment feuds
expectations of many artists.
disturbing and confronting.
This did not go down well with the art world.
to pursue it in the first place. But as Kapoor
310
this example, consider how questions
Within
context, access, values and incentives
of
can play the role of enhancing
Technology
possibilities in the arts, as well
existing
creating new forms of expression and
as
To what extent is this presenting
production.
challenges for knowledge in the arts? The
new
for example, about the artistic status of
debate,
produced poetry and music is a relatively
AI
one, but the questions of authorship,
recent
quality and value are concerns that
originality,
long been at the centre of discourse in the
have
explore an example of the interaction
Let’s
artist and technology in digitally
between
art production methods. Dan Tepfer’s
enhanced
is a self-playing piano powered by an
partner
in the production of artistic
intersect
knowledge.
algorithm. Follow the link to
improvisational
out how Tepfer has produced the algorithm
find
programmed a hybrid piano to co-create
and
pieces with him in real time.
musical
terms: Improvisational
Search
digital player piano
algorithms
can we say about the artistic status of
What
musical compositions? Consider how
Tepfer’s
involvement of the algorithm in this case
the
or complicates your answer to the
changes
What if he had two algorithm-powered
question.
playing with each other?
pianos
III. Methods and tools
III. Methods and tools
arts.
Making connections
as mathematical knowledge? Similarly here, if an
algorithm composes a musical piece that a human
Technology in the arts and mathematics
cannot read or perform, to what extent can we call this
an art piece? Comparing these two cases, consider
In Chapter 11 we encounter the example of nonsurveyable
proof, a computer-generated solution
what happens when technological advancements
outpace our human abilities and what the implications
to a unsolved mathematical problem. There we ask
of this are for knowledge.
the question: if the proof is too long or complex for
humans to check it, can we conrm it and accept it
311
IV. Ethics
may notice that many knowledge questions
You
claims in the arts are concerned with
and
who decides something, and how
judgment:
do that. These are important concerns
they
TOK and especially in the arts,
throughout
of the potentially transgressive and
because
nature of art that aims to change
provocative
and collective attitudes. Around
individual
world, ethical questions pertaining to
the
are being decided by someone, whether
art
is through the creation or exhibition of a
that
work or its censorship, for example. In
given
to understand the implications of these
seeking
we can look to the implications of
decisions,
and policing in art, and what this
censorship
us about the power of art to influence
tells
value systems and moral
preferences,
At the outset of this section, consider
judgments.
What criteria would you use for the
1.
of art, and why?
censorship
Would you agree or disagree that Serrano
2.
to uphold his moral responsibility, as
failed
Consider how we value art. Does it have to
3.
morally good in order to be good art?
be
To what extent could you say that art as an
4.
is better or worse off without works
AOK
the tenth anniversary of the start of the First
On
War, Ernst Friedrich published Krieg
World
Kriege! (War Against War!), an album of
dem
sourced from German military
photographs
what extent artistic knowledge has influenced
to
personal moral values.
your
far is too far in arts? In 1987 Andres
How
submerged a crucifix in his urine. The
Serrano
of the jar has been subsequently
photograph
as a work of art in various exhibitions
displayed
the world, but never with an explanation
around
the artist’s intent, leaving individuals
about
interpret it as they would. It has been
to
by religious communities and
denounced
conservatives, with Serrano receiving
political
for over two decades. The controversy
threats
familiar and perennial knowledge issues
raised
to the arts as an AOK.
pertaining
terms: Andres Serrano
Search
York controversy
New
art such as this one? How would you
of
decide?
Serrano has also worked on an
Andres
about US President Donald Trump,
exhibition
both interest and concern over
spurring
intentions. Serrano has stated: “I’m not
his
in pointing fingers, because I think
interested
boring. I’ve seen a lot of artwork that’s
it’s
and frankly it’s not good, it’s not
anti-Trump,
I’d rather let the man speak for
interesting.
government during wartime. It has been
the
to as a “Pacifist Bible”, and starts with
referred
of toy guns then proceeds into pictures
pictures
death, destruction, starvation, agony,
of
10
I V. E T H I C S
For discussion
Ethical questions in the creation of art
an artist, with this particular work of art?
himself”(quoted in Stanley-Becker2019).
Box 10.8: The power of art to influence ethics
and medical archives that were censored by
mutilation and graves. The photographs’
312
(in four languages) mock militarist
captions
The album was condemned by
ideology.
organizations but praised in anti-war,
patriotic
artistic and intellectual circles as
progressive,
the arts as an AOK, ethical questions
Within
arise at various points in the production,
can
or dissemination of knowledge.
acquisition
TOK, we seek to explore the claims and
In
in relation to ethics in the context
counterclaims
the production and dissemination of art.
of
What was the artist’s intention for the work,
•
why? and
How was the artistic work displayed,
•
or introduced?
exhibited
What impact did the work have on the
•
and who is responsible for that
audience(s),
If there were rewards arising from the work,
•
benefited from them?
who
each of the examples in Table 10.1, identify
For
real-life situation in art where a similar
a
war. By 1930, War Against War! had
against
translated into many languages, and
been
through 10 editions in Germany alone.
printed
yet, within the decade the Second World
And
claims arise with respect to the intention,
These
presentation, impact and/or rewards
creation,
an artistic work. Think of these areas as
of
around which ethical concerns in art
“hotspots”
10.1 contains examples of contemporary
Table
issues with their corresponding
ethical
questions. Within TOK we are not so much
TOK
with arguing right from wrong, but
concerned
in how we form judgment about right and
rather
Hopefully, our judgments about right
wrong.
your example, formulate a set of claims and
to
in response to the knowledge
counterclaims
IV. Ethics
IV. Ethics
something that would turn public sentiment
War was underway.
Figure 10.9
Image number 30 in Ernst Fridrich’s photograph album Krieg dem Kriege! (War Against War!)
tend tocluster.
Ethics hotspots in art
intention creation presentation impact rewards
• How did the artist go about creating the work?
and wrong are improved as a result.
impact?
Practising skills: Constructing claims and counterclaims
ethical issue finds expression. Next, relating
questions provided.
313
IV. Ethics
artist’s intent to confront the audience
“The
inequality does not justify the
with
framing of people in poverty,
paternalistic
if the audience is moved to donate
even
to charity. The artist should be
money
for showing an uplifting narrative
responsible
artist’s intent to show us the beauty of
“The
Peoples’ dress exploits a power
Indigenous
treats their culture as decorative,
asymmetry,
perpetuates a romanticized and exoticized
and
that further distances the other. Good
ideal
do not absolve the artist of
intentions
years after a photograph was
“Twenty
in a magazine, we learn that the
published
photographer did not follow local
famous
and norms in obtaining the iconic
customs
and did not ask the subject for
portrait,
thereby offending the adults
permission,
scaring the child who was the subject
and
the photograph. We should denounce the
of
and demand the author and magazine
work
to the subject.”
apologize
artistic work inspired an act of
“The
and even though this was never the
violence,
of the artist, she must be held partly
intent
responsible.”
an audience we generously rewarded the
“As
but have forgotten about the subject,
artist
received no share of the financial
who
The artist defended his actions by
rewards.
the person he used as a source of
saying
was barely known before but now
inspiration
an artistic representation of a people ever
Can
“neutral” or objective?
be
an aesthetic bias is inevitable, should we aim
If
regulate it, and if so, how, and who should
to
morality in the arts a matter of
Is
personaltaste?
criteria should we use to find answers
What
the questions above, and do you think
to
people and cultures would agree on
different
criteria?
the
are the implications of using an artistic
What
as a source of knowledge about the
impression
What other sources does it displace?
subject?
should we honour other people’s rights
How
represent themselves while working for a
to
audience?
home
we aim for ethical standards to
If
over time, how should we apply
improve
standards to the past, when
contemporary
“may not have known better”? What
people
is there in interrogating decisions taken
value
the past?
in
we say something was acceptable at the
If
do we marginalize the people who
time,
it was not acceptable at the time, and
thought
change history?
so
what extent are artists responsible for the
To
they inspire in their audience? How do
actions
decide on the boundaries delineating how
we
artists are responsible for the impact of an
far
do we know the difference between
How
and inspiration, and what are
appropriation
implications for this on the ownership of
the
artistic work?
an
10
Example ethical claim in art
Knowledge questions
do this?
that reveals dignity in the face of hardship.”
responsibility.”
artistic work?
enjoys wider recognition.”
Table 10.1
Examples of ethical claims and knowledge questions
314
issue deserving our attention is the
Another
to which we can separate an artwork
extent
the artist. This question has gained
from
in recent years with high-profile
importance
about the crimes committed by
revelations
singers, actors and film-makers. Similar
artists,
are asked in other disciplines—
questions
many influential philosophers and
indeed,
were almost certainly racists,
scientists
or misogynists—but are artists
chauvinists
their art more inextricably linked? Do the
and
or unethical actions of an artist more
crimes
observers have argued that it is the
Some
in people that makes for good art, and
badness
experiencing and learning from their art
that
not mean condoning or perpetuating their
does
or rewarding them financially. (See, for
ideas,
Russell Smith’s article “Good Art by
example,
People” in the Canadian newspaper The
Bad
and Mail, 20 November 2016.)
Globe
2007 Guillermo Vargas exhibited Exposition
In
1, a dog tied to a wall in the Codice Gallery
No
Nicaragua, with the words “You are what
in
read” behind it, while the Sandinista
you
was played backwards. Vargas later
anthem
the dog, named Natividad, eventually
claimed
of starvation and dehydration due
died
the exhibition. This caused widespread
to
but Vargas responded by questioning
outrage
no one in the audience had taken any
why
to feed or free Natividad. Vargas was
action
with a familiar tension: was the artist
playing
or the audience? More to the TOK
responsible,
how would we go about asking that
point,
those who are interested, it is not clear
For
Natividad actually perished—
whether
the gallery’s director, Juanita
reportedly
stated that the dog was treated well
Bermúdez,
Vargas and released the next day. Vargas has
by
confirmed or denied this, insisting that
never
real outcome—the audience’s inaction and
the
clear.
complicity—was
has a significant and perhaps unique power
Art
evoke, provoke, offend or inspire humanity
to
some end. This quality of framing,
towards
distorting, interpreting, revealing or
cropping,
reality towards some truth has made art
hiding
and powerful and, therefore, a target
influential
those who wish to control influence and
for
The practice of censorship is commonly
power.
to governments, but humankind at
attributed
levels has a long history of censorship, based
all
calls to moral propriety and righteousness,
on
and respect for others, social stability
sensitivity
the protection of vulnerable groups.
and
range from the peculiar—Queen
Examples
encounter with the naked, 6-metre
Victoria’s
marble statue of David prompted the
high
of a proportionately accurate “fig leaf”
making
cover his nudity—to the systematic erasure
to
revolutionary icons such as Tank Man. A less
of
form of censorship is in deciding what
obvious
and is not, art, because artistic status confers
is,
and legal protections to a work.
social
of censorship in the arts abound
Examples
the reasons for censorship are similarly
and
In groups, discuss the following
varied.
questions.
1. Think about who censors art.
2. What are tacit, or informal, forms of
II outlined how art can serve at the
Section
of humanity’s social, political
vanguard
moral evolution. With the advantage of
and
we can identify works of art that
hindsight,
IV. Ethics
IV. Ethics
IV.2 Censorship
deeply affect how we experience their artwork?
IV.1 The role of the audience
For discussion
Censoring art
(a)
How are they given this power?
(b)
What criteria do they use?
censorship?
question?
IV.2.1 Censorship as a response to
transgression
were transgressive—violating the social,
315
IV. Ethics
or moral boundaries of the time—to
political
a progressive agenda. For example,
promote
works from an exhibition, Art AIDS
artistic
may have helped to foster progressive
America,
towards AIDS, and yet were
attitudes
and/or censored in their time. This
condemned
an obvious and recurring theme in art that
is
become something of a cliché. Should we
has
conclude that censorship is wrong? Of
therefore
the situation is much more complicated.
course,
history of art is filled with works that
The
and provoked outrage and yet failed
offended
deliver any positive social change. If it is
to
to recall particular examples, it may be
difficult
we scarcely noticed them (or because
because
were quickly censored), but there are many
they
of sexist, racist or religiously hateful
instances
masquerading as art.
work
big part of the problem of what to censor and
A
to permit, is the difficulty in rigorously
what
art. This provides people with a
defining
shortcut to censorship: “Oh, that’s
convenient
art, that’s [something else]”. Should artists
not
able to challenge our conceptions of human
be
or religious righteousness? Of course
sexuality
should. Are there limits to how they can
they
this? Apparently, yes, in every society and
do
that we know of. How are those limits
nation
at, who decides them and what are the
arrived
of such censorship? These are TOK
implications
would be fooled by survival bias to
We
that art should not be censored
conclude
it changes the world for the better;
because
would also be foolish to fail to realize that
we
artists never get that chance, because of
some
And without censorship, would
censorship.
not lose some of its transgressive powers
art
provoke, question and incite? Part of the
to
power of art comes from the
progressive
to it—the impulse to outrage and
response
Ultimately, how we strike that
censorship.
is a result of the forces and voices that
balance
peculiar subset within the topic of censorship
A
the censoring of art from the past. If history
is
anything to go by, our tolerance to art
is
increased with time; works that were
has
in the past, perhaps because of their
censored
or provocative tone, are more
blasphemous
accepted today. However, there is a
widely
movement to censor works from
contemporary
past. What does this suggest about popular
the
of morality and progress in art? Is
conceptions
in art more contextual than truth in other
truth
AOKs?
in 2001, the music critic Anthony
Writing
described the distinction between
Tommasini
and reality—art takes many forms and is
art
always easy to define, but it is always one
not
removed from reality. Well-known images
step
Vietnamese children running from a napalm
of
or of the falling twin towers might be
attack
and captivating to view,
artistically-composed
Tommasini stresses, we must recognise
but,
as truth rather than art. Would you agree
them
Tommasini’s distinction between truth
with
art? and
the Tate Modern Museum of
Conversely,
lists photojournalism as a form of art
London
emphasizing its need to remain “honest
while
impartial”. To what extent is that possible?
and
discussed in section II, there can be value
As
considering photojournalism as an art even
in
its status as a documentary medium is
though
accepted. Documentary photographers,
widely
invoking particular aesthetics and
by
can have a significant impact in
narratives,
realm, much like artists striving to create
this
certain mood in their work. Therefore,
a
comply with strict ethical
photojournalists
that have evolved and continue
guidelines
improve over time. Let’s explore how
to
aesthetic decisions in photography can
the
the meaning of a work, beginning with
affect
particularly shocking images taken by
the
Wallace Hooper of the Madras
Willoughby
of 1876–1888.
famine
10
IV.2.2 Censorship of the past
IV.3 The ethics of aesthetics
questions.
put forward their case on either side.
316
terms: Mukherjee Who
Search
the photographer who
was
dehumanizing images
took
famine
Madras
1876 the Sanitary Commissioner of
In
Dr Cornish, had felt that a
Madras,
might help rally the British
photographer
and political class to lend relief to
public
famine. If they could “see the living
the
assembled at feeding houses”, as
skeletons
had, perhaps they could be moved to act
he
quoted in Digby 1878). Others in the
(Cornish
special correspondent, Friend of India
(unnamed
quoted in Digby 1876)
newspaper,
intentions of Cornish and the unnamed
The
correspondent were to help the afflicted
special
of their district. The photographer
inhabitants
answered their call was Willoughby
who
Hooper, and his photographs crossed
Wallace
line between photojournalism and perverse
a
with accompanying captions such
aesthetic,
“Forsaken” and “The Last of the Herd”. A
as
incident describes how Hooper, at the
separate
of a gangster, interrupted the firing
execution
at the last moment to adjust his camera’s
squad
Once he was satisfied he asked them
focus.
photographs to accuse and possibly
“For
a moral response, they must shock”
invoke
terms: The
Search
Images of
Conversation
can bring about
suffering
change
Graphic magazine, 6 October 1877. The magazine featured
The
of the Madras famine in an exploitative aesthetic. This
images
photographs are from long ago but
These
ethical implications of aesthetic decisions
the
not gone away. Consider the linked
have
by Alison Dundes Rentein (2018).
article
examines the power of visual media,
Rentein
photography, in the politics of
particularly
aid and human rights. The ethical
poverty,
surrounding the practice and impact of
issues
genre of photography, sometimes called
this
have been thoroughly discussed
poverty-porn,
both academic and social discourse. The TOK
in
within this area are still worth examining
issues
side of the debate is outlined by Jonathan
One
writing in the UK newspaper the
Jones,
that “mobilizing shame” through
Guardian,
can move people to contribute
photographs
philanthropy, activism and
through
assistance.
development
IV. Ethics
IV. Ethics
Case study
Imagin(in)g the Global South
region felt similarly.
I feel an irresistible longing to send you
photographs of some of the living skeletons, of
Figure 10.10 Photograph by Willoughby Wallace Hooper, from
which there are evidently hundreds in the districts
immediately surrounding Madras. Words convey a
photograph was among the least disturbing of Hooper’s images;
poor idea of the appearance of a human being for
some days before he dies of starvation.
others were deemed too hard-hitting for inclusion.
as they will drive dilemmas of the future.
to carry on.
wrote Judith Butler (2007).
317
IV. Ethics
fact that people far away can see with visceral
The
the facts of a crisis like the one now
immediacy
the Horn of Africa is one of the most optimistic
hitting
of the modern world. Consciences are
aspects
by the camera. Don McCullin’s pictures
awakened
Biafra in 1969 are moving examples of the
of
photographers have forced the world to see
way
reality of hunger. It is only since the dawn of
the
photojournalism that global conscience has
modern
the hunger of others as a responsibility.
accepted
the camera it was almost incredibly easy to
Before
famine. Victorian Britain ignored it in Ireland,
ignore
near and yet so far. Artists painted beautiful
so
that rarely even hinted at the real lives
landscapes
the rural poor. Only in paintings of apocalyptic
of
such as Bruegel’s ‘Triumph of Death’ do we
horror
photograph can put suering on the front of your
A
while you eat breakfast.
paper
the narrative of the Global South,
However,
with Western literature in the 16th
beginning
and continuing through photographs
century
into the 21st century, has perpetuated
well
and disempowering stereotypes
inaccurate
fails to foreground important contextual
and
How many pictures of starving
factors.
in Africa simultaneously condemn
children
legacy of colonialism? Do modern
the
therefore continue to flatten
photographs
narrative, reducing the subjects of such
the
to objects of pity, without context
photographs
Campbell, a professor of cultural and
David
geography, has raised questions
political
the “compassion fatigue” and damage
about
by stereotypical mother-and-child
caused
of poverty. He quotes the report
photographs
of Africa” published by Oxfam that
“Image
the media representation of the
studied
famine:
Ethiopian
these pictures overwhelmingly showed people
All
needing our pity—as passive victims. This was
as
a de-contextualised concentration on mid-
through
close-up shots emphasising body language
and
facial expressions. The photos seemed mainly
and
be taken from a high angle with no eye contact,
to
reinforcing the viewer’s sense of power
thus
with their apathy and hopelessness.
compared
decisions may sometimes appear
Aesthetic
but subtle signalling can still
inconsequential,
powerful. For example, consider a 2010
be
about rising food costs published in the
article
newspaper the Guardian. The same article
UK
presented with a different image in the
was
and online editions. In the printed
printed
there was a starving young boy in
version,
foreground against straws of grain in the
the
(Figure 10.12a). The online version uses
sunset
image of Somali men apparently rioting
an
high food prices (Figure 10.12b). The
against
is largely the same across both versions
text
can be accessed by following the link
and
To what extent do the different images
here.
your understanding and/or response to
affect
terms: Guardian 2010
Search
prices rise UN report
Food
10
Figure 10.11
This photo tells a dierent story from the one that
comes out of the photographer’s camera
glimpse the experience of famine in pre-modern art.
(Jones 2011)
(van der Gaag, Nash 1987)
or agency?
the article?
318
and editors have been aware
Photojournalists
this issue for a long time, and so there has
of
some improvement. In 2010, Doctors
been
Borders/Médecins Sans Frontières
Without
and VII Photo launched a project
(MSF)
Starved for Attention to rewrite the
called
terms: Starved for
Search
documentary
attention
of the things that was important
“One
this project was trying to go beyond
about
obvious photos of malnutrition”,
the
photographer Ron Haviv (quoted
said
Johnson 2009). That meant avoiding
in
images of starving children with
cliché
stomachs, and documenting
distended
more holistic and complex story. The
a
documentary was nominated for
resulting
Emmy Award.
an
IV. Ethics
IV. Ethics
story of childhood malnutrition.
Figure 10.12b
The online article
Figure 10.12a
The printed article
319
IV. Ethics
terms: Northrup
Search
true story of the
Disturbing
the linked video, YouTube vlogger Tony
In
examines the ethical issues involved
Northrup
the famous photograph of Sharbat Gula,
in
as Afghan Girl, that appeared on the June
known
cover of National Geographic. It is the most
1985
photograph and one of the most
recognized
prints of the photograph have been sold
Larger
up to $178,900 at auctions.
for
light of what we have encountered so far
In
the artistic and ethical implications of
about
poses her like an 80s glamour shot,”
“He
says (2019), “shoulder tilted towards
Northrup
camera, forehead forward a little bit, nice
the
to illuminate the eyes, and direct eye
light
[that] she would never
contact—something
do”. Northrup describes Sharbat Gula
ever
a little Pashtun girl facing a Western man.
as
has been guilty of awful
“Photojournalism
through history, often exploiting the
abuses
for profit and celebrity”, he says (2019).
poor
episode witnesses a collision of two
The
photography communities and
different
35 years apart: YouTube vloggers
practices
1980s photojournalists. It also reveals
and
of the key difficulties in separating
some
from art.
photojournalism
critique serves as an example of
Northrup’s
culture and is presented as furthering
“call-out”
ethical cause. However, his critique is
an
because he stands to benefit from
complicated
on his YouTube channel. Northrup has
views
been accused of doing a “hit piece” for
thus
gain. The renowned photographer
commercial
took Sharbat Gula’s portrait, Steve
who
is yet to personally respond but his
McCurry,
has responded to Northrup with
foundation
described in the video. The facts of
corrections
case may never be clearly established, and
the
Gula herself has described mixed
Sharbat
about the photograph.
feelings
Girl Follow-up:
Afghan
sources & answers
corrections
an April 2002 follow-up story by National
In
Sharbat Gula described feeling
Geographic,
when the photograph was taken. In 2017
angry
told the Pakistani newspaper The Express
she
that “the photo created more problems
Tribune
benefits. It made me famous but also led
than
my imprisonment”, but she also added “now
to
am very happy that it gave me honour and
I
me popular among people” (The Express
made
19 January 2017).
Tribune,
are individuals and communities
How
shaping artistic, journalistic and even
online
standards, and disrupting traditional
ethical
What would make this desirable or
platforms?
Is Northrup’s critique legitimized
undesirable?
his large following of over 1.3 million
by
on YouTube? Is it less credible because
people
stands to gain from his YouTube channel?
he
suggested ethical guidelines for
Northrup’s
are nothing new—ethical
photojournalists
exist in various forms for all professional
codes
organizations—but his
photojournalist
reach many more people precisely
guidelines
of his presence on YouTube. They
because
Don’t bend cultures to your aesthetics … or
•
stereotypes.
Proceeds from images of the poor
•
benefit the poor more than the
should
what extent are these ethical guidelines
To
or different to, for example, the NPPA’s
similar
terms: NPPA Code of
Search
ethics
10
For discussion
National Geographic,
Afghan Girl YouTube
YouTube
famous covers in the history of the magazine.
photography, consider the following.
include the following.
• Choose subjects based on their story, not looks.
• If a photo is … staged or posed, declare it.
photographer. (Northrup 2017)
code of ethics? (linked here).
320
11 Mathematics
th AOKs, mathmatis stands apart in important ways. It is said to th languag of th
Among
sins, an important ally to th human sins, and a slf-ontaind disiplin in its own
natural
Without mathmatis, som of th othr AOKs might waknd, and yt mathmatis would
right.
to do prftly wll y itslf. Or would it? In this haptr, w xplor what it mans to know
sm
univrs mathmatially, whthr it has n disovrd or ratd, and why it is thought of
th
as a languag, prati and ody of knowldg.
simultanously
with all th AOKs, th oundaris of
As
ar not dfinitivly drawn. Thr
mathmatis
vidn of humans pratising mathmatis
is
as long as writtn rords xist. In anint
for
algra, arithmti and gomtry
Msopotamia,
usd for various appliations inluding
wr
astronomy and arhittur as arly
taxation,
3000 bce. W still masur tim and angls
as
th numral systm asd on 60 (alld th
using
systm) dvlopd in Baylonian
sxagsimal
might be the ultimate intellectual
[M]athematics
… numeracy is one of the dening
endeavour.
of modernity… . Perhaps more than any other
features
mathematics is about the study of ideas.
subject,
is mathmatis? Philosophrs and
What
oftn answr this qustion y rfrring
historians
I . S C O P E
(Levy-Eichel 2018)
to th ontnts and mthods of mathmatis.
mathmatis.
321
I. Scope
mathmatis arris an aura of
Notaly,
aus mathmatial proofs ar 100%
authority
and a supposd usfulnss that justifis
rtain
privilgd status in many duation systms.
its
ar th limits of mathmatis? It is
Whr
assumd that thr ar non—that
somtims
is a univrsal form of knowldg and fatur
it
intllignt lif. S th opning xampl in
of
4 aout how mathmatis was hosn as
Chaptr
ommon ground on whih to ommuniat
th
pla to look for th limits of mathmatis
On
in what it an dsri, xplain or prdit. As
is
xampl of physis nvy in Chaptr 8 shows,
th
may hav n takn too far in th
mathmatis
for rigour in th soial sins. In 1931
qust
mathmatiian Kurt Gödl pulishd two
th
thorms that logially provd that
inompltnss
formal systm of mathmatis will ontain
any
that annot provn from within that
truths
Through mathmatis, Gödl gav us
systm.
limitations of mathmatis and snt powrful
th
through th disiplin. Othrs hav
shokwavs
that mathmatis sts th nhmark for what
said
think of as truth, and is th oldst “sintifi
w
in Wstrn thinking”, with “prhaps th
tool
sintifi authority”, as long as w do
gratst
aout Gödl’s thorms! (Chiodo,
notthink
Bursill-Hall2018).
Whr would you outlin th sop of
1.
Considr what happns
mathmatis?
its sop—think of phnomna
outsid
would say ar yond mathmatis.
you
What vidn is thr to suggst that
2.
ar som things that w will
thr
al to dsri or xplain
nvr
mathmatially?
Is mathmatial dsription mor
3.
ar mathmatial xplanations
aurat,
tru and ar mathmatial
mor
mor rtain than thos of
prditions
this statmnt writtn y Galilo
Considr
(1564–1642).
Galili
philosophrs hav agrd with, uilt on
Many
srutinizd his words. “Th Unrasonal
or
of Mathmatis in th Natural
Efftivnss
an ssay writtn y thortial
Sins”,
and mathmatiian Eugn Wignr,
physiist
Galilo’s vision of mathmatis.
hos
wrot that it is a “miral” that
Wignr
onpts lad to “amazingly
mathmatial
dsriptions” of physial phnomna
aurat
1960). H idntifid th following thr
(Wignr
Mathmatis xplains th strutur of th
•
univrs.
Thr is an apparnt dp strutur to th
•
univrs.
Human ings ar apal of this
•
mathmatis.
it rally as miraulous as Wignr suggsts—
Is
thr no rational xplanation? H was
ould
th ompany of Alrt Einstin (1922), who
in
wondrd, “how an it that mathmatis,
also
aftr all a produt of human thought whih
ing
indpndnt of xprin, is so admiraly
is
11
I.1 Becoming conversant in the
language of the universe
[The universe] cannot be read until we have learnt
the language and become familiar with the characters
in which it is written. It is written in mathematical
language, and the letters are triangles, circles and other
geometrical gures, without which means it is humanly
impossible to comprehend a single word.
with any xtratrrstrial intlligns.
(Galileo 1632)
miraulous oinidns.
For discussion
The enormous usefulness of mathematics in the
The nature and limits of mathematics
natural sciences is something bordering on the
mysterious, and there is no rational explanation for
it. It is dicult to avoid the impression that a miracle
confronts us here.
(Wigner 1960)
othr AOKs?
appropriat to th ojts of rality?”.
322
vidn for this unrasonal, vn
As
fftivnss of mathmatis,
miraulous,
hav givn xampls of astrat
philosophrs
that somhow om usful in
onjturs
appliations. For xampl, omplx
ral-world
wr long onsidrd to irrlvant
numrs
rmovd from matrial rality, ut now sm
and
to quantum mhanis.
nssary
law of gravitation is anothr xampl;
Th
onivd to xplain falling odis
originally
Earth, it was xtndd on th asis of “vry
on
osrvations” to dsri th motion
santy
plants, whr it “provd aurat yond
of
rasonal xptations” (Wignr 1960).
all
th 1970s dvlopmnts in ryptography
In
you might know as th mathmatis
(whih
WhatsApp nryption thnology and
hind
drw on numr thory, and
ryptourrnis)
fundamntal thorm of arithmti, whih
th
n onsidrd for 200 yars to among
had
“purst” of pur mathmatis for having
th
ral world valu. Suh xampls onrn
no
just mathmatis’ fftivnss, ut also th
not
twn dfining what is applid and
tnsion
is astrat mathmatis. On th on hand,
what
Hardy has said that pur mathmatis is
G.H.
usful than applid”, aus it trains
“mor
thniqu so wll (Hardy 1940).
mathmatial
th othr hand, w hav Loahvsky’s
On
that thr is no suh thing as
argumnt
mathmatis, aus all mathmatis
“astrat”
somday applid to th ral world
will
wll-known ritiqu of Wignr’s argumnt,
A
mathmatiian Rihard Hamming (1980),
y
four “partial xplanations” to argu
provids
th fftivnss of mathmatis in th
that
sins is nithr miraulous nor
natural
unrasonal.
We see what we look for: “muh of what w
•
oms from th glasss w put on” wrot
s
We create the kind of mathematics
•
look for: for xampl, in fforts to
we
physial fors, physiists
undrstand
trid salars, thn vtors, and finally
first
tnsors. And Nwton's thory of
invntd
was rplad y th nwr, ttr
gravity
of gnral rlativity. Instad of a
modl
fftivnss, w s hr trial
miraulous
Mathematics and natural science address
•
a part of human existence, answering
only
few problems: this,
comparatively
and politial philosophy, for
asthtis
ar rtainly not fftivly
xampl,
y mathmatis. Chaptr 8
xplaind
how mathmatis may hav n
xplors
too far in th human sins.
takn
Evolution has primed humans to think
•
our mathmatial aility
mathematically:
not a oinidn, w hav survivd
is
of it. This argumnt is on of
aus
I. Scope
I. Scope
(Loahvsky quotd in dPillis 2002).
(1980). Th xampls w find aris
Hamming
th mathmatial tools usd, in a slf-
from
rfrntial logi.
Statu of Galilo Galili in Florn, Italy
Figure 11.1
and rror.
survival ias.
323
I. Scope
of th arly xampls of this “unrasonal
Most
wr appliations of mathmatis
fftivnss”
physis. As th mathmatiian Isral Glfand
in
aov, it would misguidd to laim that
quips
has n miraulously fftiv in
mathmatis
sins. That said, Glfand am on of
othr
pionrs of iomathmatis. Towards th nd
th
th 20th ntury iologists wr systmatially
of
xtnsivly applying omplx mathmatis
and
a varity of filds. If you hav th intrst, do
in
rsarh on stohasti modlling of nzym
som
swarm intllign and spatial
dynamis,
If mathmatis is th languag in whih
1.
xprsss itslf, is it ttr
natur
as a mthod in th natural
dsrid
rathr than a ody of knowldg
sins
2. Whn onsidring knowing mathmatis:
What vidn suggsts thr is mor
(a)
mathmatis than mthod?
to
Is knowing mathmatis knowing
(b)
to prform mathmatial
how
or is thr mor to this
alulations,
of knowldg?
ody
far, our disussion has ntrtaind th
Thus
that mathmatis is th languag
possiility
th univrs; and that through it w gain
of
into th strutur of th univrs. Th
insights
to this laim, suggstd y Hamming
ountr
othrs, is that mathmatis is only our way
and
dsriing and undrstanding th univrs,
of
thr is nothing inhrntly mathmatial
that
th univrs, or univrsal aout
aout
mathmatis.
physiist Drk Aott (2013) has
Th
that th supposd "unrasonal
suggstd
of mathmatis is an illusion
fftivnss"
y human timsals; that w liv
inflund
di so quikly that th univrs appars to
and
govrnd y mathmatial laws ut may not
disours aout mathmatis’ “unrasonal
This
raiss two rlatd qustions:
fftivnss”
mathmatis is disovrd or invntd,
whthr
whthr a numrial sns is iologially
and
this xris to not your intuitions
Us
mathmatis. Writ an nding to
aout
following sntn: “Mathmatial
th
is diffrnt from othr typs of
knowldg
you do this xris as a lass, ollt
If
ompltd sntns and
vryon’s
th rang of viws and lifs. Thn
disuss
th sntns into sts of laims and
organiz
11
There is only one thing which is more unreasonable
than the unreasonable eectiveness of mathematics
in physics, and this is the unreasonable
ineectiveness of mathematics in biology.
(Gelfand quoted in Borovik 2018)
Mathematics is biology’s next microscope, only
better; biology is mathematics’ next physics,
only better.
(Cohen 2004)
atually so.
vrsus ulturally ndowd.
Practising skills: Constructing
knowledge claims
modlling of nural ntworks.
For discussion
What is mathematics about?
knowldg in that ….”
in itslf—and why?
ountrlaims.
324
is a prime, not because we think so, or because
317
minds are shaped in one way rather than another,
our
because it is, because mathematical reality is
but
that way.
built
Hardy’s prsptiv shapd y his ultural
Is
or is it univrsal? Blow w xplor
ontxt,
aout th origins of mathmatis. Dos it
laims
in th world outsid of human xprin, or
xist
it a produt of th human mind? W will larn
is
rogniz th assumptions that aompany
to
laims, and xplor th impliations of ths
ths
prsptivs towards mathmatis.
diffrnt
many physical systems have mathematical
…
the segmented arrangements in
representations:
pine cones and pineapples (Fibonacci
sunowers,
the curve of nautilus shells, elephant
numbers);
and rams horns (logarithmic spiral); … atoms,
tusks
and galaxies, which all now have powerful
stars
descriptors; even the cosmos as a whole,
mathematical
represented by the equations of general relativity …?
now
does the real world actualise maths at all? …
Why
physicists still explain this by some form of
Most
Platonism, which in its oldest form
philosophical
that the universe is moulded by mathematical
says
ralism assrts that mathmatis
Mathmatial
indpndntly of th human mind, that
xists
is disovrd, and not ratd, y humans.
it
a form of ralism, holds that th
Platonism,
is omposd of astrat and trnal
univrs
ntitis”. This has n among
“mathmatial
most datd topis in th philosophy of
th
If you ar a mathmatial ralist,
mathmatis.
unrasonal fftivnss of mathmatis
th
not sm that unrasonal aftr all,
might
th othr hand, anti-ralist prsptivs
On
that mathmatial ntitis do not xist,
argu
that mathmatis is a languag humans
and
invntd to talk aout quantity, strutur,
hav
and hang. Th philosophr Hugh
spa
famously dsrid mathmatis as
Lhman
“thortial jui xtrator" that is usful for
a
maning out of things, ut has no
squzing
argu that ths anti-ralist prsptivs,
Othrs
as nominalism, might appaling ut
suh
not quit mak sns aus th truths
do
ar rvald to us through mathmatis
whih
fat xistd long for humans startd to
in
thm or had a languag with whih
undrstand
of th omplling anti-ralist argumnts is
On
on th qustion of why humans ar al to
asd
astrat mathmatis in th first pla.
“know”
would w know th diffrn twn
How
ratd y th human mind and
mathmatis
indpndnt of it? Within TOK
mathmatis
nd not solv ths riddls. But anyon
w
alulating and modlling ral-world
masuring,
mathmatially should awar of
phnomna
laims and assumptions aout th natur of
th
why dos any of this mattr?
Ultimatly,
xampls w look at nxt suggst that
Th
prsptivs influn attituds in th
ths
ommunity and, thrfor, th
mathmatis
II. Perspectives
II. Perspectives
I I . P E R S P E C T I V E S
II.1 Was mathematics discovered
or invented?
(Hardy quoted in Tarlach 2014)
aus th univrs is “mathmatial”.
ontnt in itslf.
to dsri thm.
rality thy rst on.
relationships which precede the material world.
(Wertheim 2017)
325
II. Perspectives
of mathmatial knowldg. Our
prodution
ar shapd y, and in turn shap,
prsptivs
mathmatial ommunity around us, and
th
mathmatis intrats with th widr
how
Thrfor, it is worth xamining th
world.
of having a divrsity of prsptivs
valu
and mathmatiian Jams
Philosophr
invits us to onsidr whthr thr
Franklin
ntitis of mathmatial natur at a tim
wr
humans thought aout mathmatis
for
had a languag with whih to dsri
and
(Franklin 2014). H quikly suggsts that
it.
thr wr many suh proprtis, and
indd
is among th ttr xampls. Th
symmtry
ilatral symmtry of animals
approximat
th irular symmtry of trs hav n
and
as xampls for th way mathmatis
usd
in th world indpndnt
manifsts
this vido, mathmatiian Marus du Sautoy
In
symmtry not in th imagind world
xplors
humans, ut in mid-13th ntury Islami
for
art.
gomtri
trms: Sautoy
Sarh
rality’s riddl
Symmtry,
taks us to th Alhamra in Granada
Sautoy
th south of Spain. Wath th vido and
in
mathmatis is an invntion, who gts
If
for it, and why do w tah it as if it
rdit
univrsal? If it is disovrd, has it n
wr
indpndntly, through diffrnt
disovrd
y various ulturs throughout
mthods,
How hav diffrnt popls diffrntly
history?
w know that th Moorish artists paintd
Today
17 mathmatially possil symmtris on th
all
ilings and floors of th Alhamra. Thy
walls,
this six nturis for humans had provd
did
17 is th maximum numr of symmtris
that
a two-dimnsional plan.
on
If two ulturs arriv at a mathmatial
1.
suh as symmtry sparatly, using
onpt
mthods, how dos this afft your
diffrnt
of whthr mathmatis is disovrd,
viw
What might othr xplanations for th
2.
dsrid in qustion 1?
oinidn
Considr th pattrns in th symmtris
3.
in th Alhamra.
sn
(a) In what sns ar th pattrns “ral”?
(b) What vidn is thr for this?
11
disovrd mathmatis?
inmathmatis.
For discussion
Was symmetry there before we
found it?
ofhumans.
as opposd to ing invntd?
onsidr th qustions low.
Making connections
the theme “Knowledge and religion”. How do artistic,
religious and mathematical knowledge practices
Knowledge in mathematics, art and religion
interact with one another in this example? What
The example of Islamic geometrical art places
challenges or opportunities arise when they intersect?
mathematics at an intersection with AOK “The arts” and
326
apparnt timlssnss of knowldg in
Th
may lad on to th assumption
mathmatis
mathmatial knowldg is produd in a
that
way. In rality, th prati of mathmatis
timlss
mddd in ultural ontxts and has hangd
is
ovr tim.
markdly
18th-ntury Europ th ida of mathmatis
In
th hiddn languag of th univrs was
as
aptd, and mathmatiians fashiond
widly
as “natural mn” (Alxandr
thmslvs
Prsptivs on mathmatis shift, along
2010).
th norms and valus of mathmatial
with
Rvaling this “hiddn ordr“ in
ommunitis.
mathmatial strutur of rality may attrat
th
partiular kind of mathmatiian: somon al
a
grappl with astrat thoris whil groundd
to
th ral world. Ths Enlightnmnt-ra
in
wr dsrid as unorruptd
mathmatiians
th formalitis, sptals, rivalris and
y
of soity; and thir ontmporaris
jalousis
iographrs praisd th “simpliity” and
and
of thir pursuit. Ths dpitions,
“purity”
ontrast, th prsptiv that mathmatis
In
onrnd with th rlationships twn
is
onpts may hav attratd a vry
astrat
prsonality. Historian of mathmatis
diffrnt
Alxandr xamins how, at th ginning
Amir
th 19th ntury, th Enlightnmnt’s
of
mn” gav way to a nw gnration
“natural
ofmathmatiians:
prsptiv of mathmatis, Alxandr
This
has haratrizd th disiplin sin th
argus,
of th 19th ntury: it has “lgitimizd
ginning
allowd for a nw typ of mathmatial
and
impratial, slf-rfrntial,
knowldg:
to worldly lif, and judgd only y its
irrlvant
TOK w oftn sarh for disagrmnts to
In
a light on diffrnt prsptivs. Howvr,
shin
aout mathmatis appars to mak
somthing
asir to rsolv; w do not oftn
disagrmnts
of mathmatial ontrovrsis. Could it
har
mathmatis has lss sop for disagrmnt?
that
that th prati of mathmatis, or th
Or
of mathmatiians, is partiularly
ommunity
in avoiding, silning or rsolving
fftiv
prsptivs? Kp ths qustions in
onfliting
thorms and onjturs in
Many
arry th nams of individuals.
mathmatis
Do individuals hav an aility to mak
1.
disproportionat impat in th fild
a
mathmatis as ompard to othr
of
disiplins?
How has th rol and influn of
2.
in mathmatis hangd ovr
individuals
Is th fild of mathmatis lss or mor
3.
ompard to othr disiplins?
ollaorativ
Has mathmatis n disproportionatly
4.
y partiular ulturs? If so, dos
shapd
II. Perspectives
II. Perspectives
II.2 Individuals and the mathematical
community
purity, its truth, and its auty” (2010).
mind as you rad through Box 11.1.
For discussion
The humans of mathematics
turn, shapd soial idals and idas aout
in
and mathmatiians, with long-
mathmatis
lasting ffts.
tim?
it ontinu to ?
mathematics . . . was a wondrous alternative
reality governed solely by the eternal laws of pure
mathematics, unsullied by the crass realities of
the world around us. Unlike their elders, the new
mathematicians were not so much interested in
acquiring new and useful results as they were
focused on the internal architecture of mathematics
itself, its interconnections, and the precise meaning
of its statements. Mathematics, for them, was its
own self-contained world and could be judged by
mathematical standards alone.
(Alexander 2010)
327
II. Perspectives
onpts an appar so stal,
Mathmatial
and timlss that thy sldom attrat
astrat
attntion of non-spialists or prompt soial
th
An important xampl to th
ontrovrsis.
involvs mathmatial indivisils,
ontrary
wr on at th hart of intlltual,
whih
and rligious lif in 17th-ntury
politial
Aording to Alxandr, th rsult of
Europ.
ontrovrsy around thm “hlpd opn th
th
to a nw and dynami sin, to rligious
way
and to politial frdoms unknown
tolration,
human history”(2014).
in
wr mathmatial indivisils a mattr
Why
onrn to politial and rligious authoritis
of
wll as to mathmatiians and sintists?
as
first xamin what w man y an
Lt’s
Imagin a straight lin that is
indivisil.
of tiny littl lins, so small that thy
omposd
dividd. Prhaps you might hav a
annot
littl pis on this lin, in whih as
illion
siz of ah is 1 illionth of th ig lin.
th
dividing it into illions is aritrary, you
But
divid it into two and thn divid it into
ould
in whih as you would hav two
illions,
pis. You ould oviously divid th
illion
in many diffrnt ways, and hav diffrnt
lin
of indivisils. But ould you arriv
numrs
an infinit numr of indivisils? It is a
at
qustion, aus an infinit
onfounding
of tiny pis ould an infinitly
numr
lin. Could ah littl pi of th lin
long
zro siz? If so, how ould thy add up
hav
a positiv magnitud? This prolm is mor
to
posd y Zno’s paradox.
suintly
tortois hallngs Ahills to a ra, starting
A
a 10-mtr had start. Aording to Zno,
with
ditats that Ahills an nvr ath
logi
By th tim h has ovrd th 10 mtrs,
up.
tortois will hav movd a tiny it mor,
th
4 ntimtrs. By th tim Ahills
prhaps
thos 4 ntimtrs, th tortois will
ovrs
advand a littl furthr, and so on, ad
hav
an infinit numr of finit
hallng:
thus an infinit numr of tims—
distans,
argus Zno, adds up to an infinit
whih,
of tim.
amount
a short vido xplanation of Zno’s
For
visit this link.
paradox,
trms: Kllhr
Sarh
is Zno’s paradox?”
“What
do w ronil this logi with our
How
Ahills oviously dos ath up
xprin?
th tortois, ut to solv th paradox w
with
know what is wrong with th argumnt,
must
as is widly livd, th prolm lis in
If,
laim that th sum of an infinit numr
Zno’s
things is an infinit thing, thn th solution
of
fairly straightforward: th alulus of
is
sris shows us that th sum nd
onvrgnt
infinit. Think aout utting a pi of
not
into infinitly small pis of string: th
string
of ths is still finit, quivalnt to th
sum
11
Box 11.1: A bitter dispute regarding human liberty and the infinitely small
not just its onlusion.
lngth of th original string.
Zeno’s paradox and infinity
Zno’s paradox assrtd that Ahills ould nvr
Figure 11.2
ath up with th tortois, aus vry tim h got los, th
tortois movd a littl furthr, in an innit numr of nit
stps. An anint Chins paradox dsris th sam prolm:
“a on-foot stik, vry day tak away half of it, in a myriad ags
it will not xhaustd” (Frasr 2017). Th paradox is attriutd
to philosophrs of th Mohism shool twn 500–200 bce,
around th sam priod that Zno was ativ.
infinitum. Ahills is fad with an impossil
328
st of prolms has n known sin at
This
th 6th ntury bce. Nonthlss, lassial
last
with only fw xptions
mathmatiians,
as Arhimds, avoidd th topi and its
suh
thniqus for aout two millnnia.
rlatd
th prolms ould not xpliatd
Sin
thy wr outsid th ralm of
gomtrially,
mathmatis”. Th rtainty providd
“propr
gomtry was widly onsidrd an idal
y
all intlltual ndavours should striv
that
Prhaps th anint mathmatiians did
for.
want to ruin this rputation with paradoxs
not
riddls thy ould not solv. Whil othr
and
prodution fforts produd disputs,
knowldg
dmonstration had for nturis uilt
gomtrial
as of smingly inontstal knowldg.
a
was not until th 1500s that a
“It
gnration of mathmatiians
nw
Arhimds’s xprimnts
rdisovrd
infinitsimals … Thir oldnss
with
off, as th “mthod of indivisils”
paid
… arly modrn
rvolutionizd
making possil alulations
mathmatis,
aras, volums and slops that wr
of
unattainal. … th mthod
prviously
formalizd at th hands of Nwton
was
Liniz, and am th rlial
and
that w all th “alulus,” …
algorithm
mthod of indivisils, foundd on
th
paradoxial dotrin of th infinitly
th
am th foundation of all
small,
mathmatis.” (Alxandr 2014)
modrn
ordr for this nw mathmatis to om
In
ing, th old ordr ndd to shift, and
into
was rsistan. By th mid-17th ntury,
thr
intlltuals, and powrful politial
prominnt
rligious figurs from aross Europ
and
organizing to invalidat infinitsimal
wr
and liminat this topi from th
thniqus
disours.
intlltual
II. Perspectives
II. Perspectives
329
II. Perspectives
did th st minds of th arly
“Why
world fight so firly ovr
modrn
infinitly small? … Th fight was
th
th fa of th modrn world. Two
ovr
onfrontd ah othr ovr th
amps
On th on sid wr rangd
infinitsimal.
fors of hirarhy and ordr—Jsuits,
th
Frnh royal ourtirs, and
Hosians,
Churh Anglians. Thy livd
High
a unifid and fixd ordr in th
in
oth natural and human, and
world,
firly opposd to infinitsimals.
wr
th othr sid wr omparativ
On
suh as Galilo, Wallis,
“liralizrs”
th Nwtonians. Thy livd in
and
mor pluralisti and flxil ordr,
a
th disput ovr indivisils
During
aov, mathmatis njoyd an
dsrid
prominnt pla in puli lif.
unusually
that might wlomd, th fild of
Whil
was also sujt to xtrnal
mathmatis
prssurs and rligious influns.
politial
this is mind, onsidr th following
With
qustions.
show us what happns whn
Infinitsimals
domains of knowldg, powr and lif
th
Chaptr 2 xplors th rasons why
ovrlap.
domains hav n kpt sparat. This
ths
movs on to onfront th diffiulty
haptr
this sparation, and to onsidr laims
of
mathmatial knowldg is politial and
that
in ultur.
mddd
th arly 1980s, th fild of
Sin
has formd around
thnomathmatis
of th ida that mathmatis
xplorations
nithr ultur-fr nor valu-nutral.
is
that might aommodat a rang of
on
and divrs ntrs of powr, and
viws
infinitsimals and thir us in
hampiond
(Alxandr 2014)
mathmatis.”
lav this story aout th lash ovr
W
Havn and Earth hr.
mathmatis,
who ar intrstd may wish
Radrs
sk out Alxandr’s work to furthr
to
how th “dangrous ida” of
xplor
ntrd mathmatis and
infinitsimals
rfltion aout what it mans to
promptd
and lgitimiz knowldg. Alxandr
lok
laims aout th ffts of this lash
maks
politial and rligious authority; laims
on
should and ar ing valuatd y
that
othrhistorians.
In mathmatis, and othr AOKs, is thr
1.
trad-off twn th powr of idas
a
How dos an ovrlap in sujt
2.
twn mathmatis, politis
mattr
rligion afft th prati of
and
and th knowldg
mathmatis
of mathmatis to nompass
prsptivs
idas of small-sal Indignous soitis
th
hav n largly xludd from th
that
and history of mathmatis. For
prati
in on of th arly thnomathmatis
xampl,
survys, Maria Ashr xplors
litratur
mathmatial traditions of a wid rang
th
ulturs and offrs xplanations of Navajo
of
of spa tim, Warlpiri undrstanding of
notions
rlations, omplx pattrns in Malkula
kinship
traing and so on. W do not hav th
sand
to go ovr ths xampls in a way that
spa
thir intlltual traditions. Instad w
fits
that you will tak this as an invitation
hop
xplor th mathmatis of othr ulturs.
to
w offr idas and qustions to guid
Blow
11
For discussion
Mathematics on the public stage
and th autonomy of th fild?
produd y it?
II.3 Is mathematics universal
or culture-bound?
Rsarhrs in this fild hop to xpand
you in doing so.
330
ulturs do not isolat mathmatis
Many
a sparat and spifi ativity or ara
as
knowldg, and do not nssarily hav
of
omparal to what w all
somthing
Mathmatial idas an found
mathmatis.
domains w would rogniz as rligious
in
art and dsign, gams and storis,
knowldg,
navigation and orintation pratis. How
or
w know whn and whthr othr ulturs
an
doing mathmatis? Ethnomathmatiians
ar
this qustion and th prolms
xplor
aris from it. Thy tak ar to pla
that
modrn prati of mathmatis has rarly
Th
Indignous mathmatial traditions.
aknowldgd
xption is th prati of kõlam. Kõlam,
On
“auty” in th south Asian languag
maning
is th nam of dsigns drawn in ri flour
Tamil,
a nturis-old tradition. Although
following
pattrns ar a form of dvotional art, thy
kõlam
mathmatial prinipls of symmtry and
mody
n studid y mathmatiians and
hav
sintists. Follow th link to find out
omputr
aout this ulturally mddd dsign
mor
and how it has ontriutd to th fild of
tradition
from Vijaya R. Nagarajan, author of
mathmatis
a Thousand Souls: Women, Ritual and Ecology
Feeding
whih thy aris, aus isolating thm
from
lind us to thir dpth.
an
mathmatial idas that ar
Considring
in ulturs othr than your own,
mddd
What maks a ultur’s mathmatial
1.
mathmatial? Is it that thy onform
idas
your undrstanding of mathmatis
to
so you idntify thm as suh, or is
and
somthing univrsal aout thm, or
thr
ls ntirly?
somthing
How an w rogniz and undrstand
2.
mathmatial idas of othr ulturs
th
thy do not hav omparal formal
if
prati?
mathmatial
trms: Vijaya Nagarajan
Sarh
YouTu
Kolam
of mathmatis as artisti or rligious
Exampls
suh as kõlam, draw attntion to th
prati,
in mathmatis of knowing y doing.
possiility
ida is xplord furthr in III.5.
This
thr a diffrn twn undrstanding,
Is
and knowing mathmatis? Th writr
doing
Wrthim givs ross-ultural
Margart
of mathmatial know-how
xampls
for it was xprssd as a formula.
long
rading th xrpt low, onsidr
Whn
th popl ar doing mathmatis.
whthr
mathmatis is dfind as somthing that
If
n or an mathmatially provn,
has
answr might hav to “no”. To say
th
would man xpanding th dfinition
“ys”
mathmatial knowldg and prati into
of
trritoris of ultural, rligious and artisti
th
Rmmr that this dmaration
traditions.
knowldg into diffrnt trritoris
of
is a rlativly nw, and far from
(disiplins)
approah. What is lost and gaind
univrsal,
doing so? Is thr a as that mathmatis
y
ths oundaris mor radily than
transnds
AOKs?
othr
II. Perspectives
II. Perspectives
For ref lection
Mathematical ideas in different
cultures
rflt on th following qustions.
mathmatial idas in th ultural ontxts
in India, an Exploration of the Kõlam.
331
II. Perspectives
writs that long for Europans knw
Wrthim
wr only 17 typs of symmtry on a plan:
thr
medieval mosaicists working with their hands
…
the Hasba method knew about them all. [They]
using
discovered aperiodic tiling, which is a way
also
lling a plane where the pattern never repeats.
of
mathematicians discovered these tilings
Western
in the 1960s, again after centuries of theorising
only
adds that Afrian raftsman had
Wrthim
fratals nturis ago. “A wid
disovrd
of fratal pattrns ar inorporatd into
varity
txtils, hairstyling, mtalwork,
Afrian
painting and arhittur”
sulptur,
2017). Follow th link to wath
(Wrthim
Eglash’s Td Talk “Th fratals at th
Ron
of Afrian dsigns”.
hart
trms: Ron Eglash on
Sarh
fratals
Afrian
what xtnt is a numr sns natural?
To
answr to this qustion has signifiant
Th
for how w think aout human
impliations
and diffrn, and aout th
samnss
of mathmatis. Furthr, how w
univrsality
this qustion rvals muh aout our
answr
of human iology, ognition
undrstanding
volution, and th sop and limitations
and
our knowldg in ths aras, as wll as th
of
of spial human apaitis for musi,
origins
and languag. This as study onsidrs
art
argumnts of nurosintists and ognitiv
th
as prsntd y th writr Philip Ball.
sintists,
of his argumnts ar quotd low,
Many
pratis an somtims look
Mathmatial
diffrnt twn ulturs—ut is all
strikingly
ultural variation asd on a univrsally
this
mathmatial aility? Early 20th-
shard
thorists viwd Indignous Popls as
ntury
of sophistiatd analytial thought or
inapal
logial rasoning. Cntral to this prjudi
formal
th qustion of whthr all human minds
was
ulturs ar al to oniv of th onpt
and
numrs. Ovr th past ntury, rsarhrs
of
movd away from this lin of thinking.
hav
th qustion of numray rmains
Nvrthlss,
question of the universality of mathematical
The
overlaps with the discussion about the
reasoning
of the human faculty of language in
universality
4, and of the nature-nurture debate in
Chapter
8. The assumptions made and the methods
Chapter
to explore these questions in dierent
used
meet in the case study below. As you read
disciplines
consider whether questions at the intersection
on,
multiple disciplines benet from or require an
of
approach.
interdisciplinary
trms: Philip Ball “Why
Sarh
humans hav numrs?”
do
have long claimed that our ability with
Scientists
is indeed biologically evolved—that we
numbers
count because counting was a useful thing for
can
brains to be able to do … .
our
othr animals hav dmonstratd an
Indd,
to diffrntiat twn small quantitis
aility
things. Prhaps it is a iologial gift. But
of
numr of ognitiv sintists argu that
a
“numr sns” is atually a produt of
this
Ball sums up as follows.
ultur.
11
that such patterns were impossible … .
(Wertheim 2017)
ompliatd, as th as study low illustrats.
Making connections
Universality
Case study
Looking for numbers in the brain
and in culture
(Ball 2017)
ut follow th link to rad th full artil.
332
argue that, while there’s a biological grounding,
I’d
and cultural traits are necessary for the
language
animals hav a quantitativ sns, for
Many
ing al to distinguish whih undl
xampl
with newborns and infants show that, if
Studies
show them eight dots repeatedly and then
you
it to 16 dots, areas in the right parietal
change
of the brain respond to a change in
cortex
has ld som rsarhrs to thoriz that
This
numrial sns is innat.
a
suh as Rafal Núñz, argu that th
Othrs,
of a iologially ndowd numr
argumnt
is asd on skthy sin: inaurat
sns
of iologial volution, ovr-
undrstanding
on WEIRD population sampls (as
mphasis
in Chaptr 8) and ovrintrprtation
disussd
rsults from traind animals. W must also
of
th diffrn twn quantial and
not
ognition: quantial rlats to how
numrial
appls thr ar in a askt, or how many
many
on a oard, whras numrial ognition
dots
with symols suh as 3, 4 and 5.
dals
because a behaviour seems to derive from an
Just
capacity, that doesn’t mean the behaviour
innate
itself innate. ... No non-human animal has yet
is
found able to distinguish 152 items from 153.
been
can’t do that, no matter how hard you train
Chimps
yet many children can tell you even by the
them,
of ve that the two numbers dier in the same
age
as do the equally abstract numbers 2 and 3:
way
rsarhrs do not apt that numrial
Othr
is a ulturally drivd aility.
ognition
that th rain is “prdisposd to aquir
argus
numr systm” that ultur an furthr
a
and rfin. But without this iologial
shap
humans would nvr hav a numr
apaity,
Chaptr 8 w nountr th ida of
In
an argumnt that natur
naturultur,
ultur ar so tightly onntd in
and
rlationships that w ar ttr off
ologial
sparating thm. If w apt Núñz’s
not
for th momnt, that quantial
argumnt
annot volv into numrial
ognition
without th influn of ultur, what
ognition
do w hav? Núñz suggsts that
vidn
ulturs around th world hav no words
many
symols for numrs largr than fiv or six.
or
words quivalnt to “many” ar usd.
Instad,
the language of the Munduruku people of the
In
for example, adesu indicates ‘several’
Amazon,
ade implies ‘really lots’. These cultures
whereas
with what to us looks like imprecision: it really
live
matter if, when the oranges are divided
doesn’t
one person gets 152 and the other 153. And
up,
if we aren’t so number-xated, it really
frankly,
matter. So why bother having words to
doesn’t
diffrns twn larg numrs
Small
mattr for many thnologial and
larly
appliations. Howvr, on argumnt
sintifi
that humans’ innat quantial sns is
is
th diffrn twn on and
logarithmi:
is muh gratr than twn fiv and six,
two
for most ativitis in th human ra, this
and
suffiint.
was
II. Perspectives
II. Perspectives
establishment of number itself’.
(Ball 2017)
aility (Nidr quotd in Ball 2017).
of food is iggr, and it appars innat to humans.
numerosity. This response is very similar in adults.
(Ansari quoted in Ball 2017)
distinguish them?
(Ball 2017)
Arithmetic scale
1 2 3 4 5
6 7 8 9 10 13 16
namely, by 1 … .
Logarithmic scale
(Núñez quoted in Ball 2017)
6 7 8 9 12 16
1 2 3 4 5
Arithmti and logarithmi sals
Figure 11.3
Nuroiologist Andras Nidr, for xampl,
333
II. Perspectives
ognitiv nurosintist Stanislas
Th
has suggstd that whil Wstrn
Dhan
and hildrn gnrally us an vnly
adults
numr lin, th Munduruku
spad
a logarithmi sal. Th rsarhrs
us
that hildrn who larn to spa
spulat
arithmtially must first ovrom
numrs
logarithmi intuitions. Howvr,
innat
is an insapal irony in Wstrn
thr
attmpting to prisly quantify
sintists
impris mapping of quantitis y a
th
group of Indignous Popl doing
small
Th rsarhrs hav notd that th
puzzls.
in thir rsults is too grat to allow
variaility
aout outoms from th rpliation
Thinking
to what xtnt would you gnraliz
risis,
aout humans having a logarithmi
laims
sns?
quantial
easy to read this as a ‘primitive’ way of reasoning,
It’s
anthropology has long dispelled such patronising
but
… . You develop words and concepts for
prejudice
truly matters to your society. From a practical
what
one could argue that it’s actually the
perspective,
homogeneous group of industrialised
somewhat
that look odd, with their pedantic distinction
cultures
1,000,002 and 1,000,003.
between
mathmatiian Morris Klin has writtn
Th
that “ompard with th
ondsndingly
of thir immdiat sussors,
aomplishmnts
Grks, th mathmatis of th Egyptians
th
Baylonians is th srawling of hildrn just
and
to writ as opposd to grat litratur”
larning
attituds xprssd in this quot hav
Th
strongly ritiizd and nouragd th
n
ffort in mathmatis. Klin’s
dolonization
hos th sam myths nountrd
ommnt
furthr ompliat mattrs, thr is
To
that th two systms—quantial and
vidn
prossd diffrntly in th
numrial—ar
and thrfor appar to unorrlatd.
rain,
hallngs th ida that th quantial
This
volvd into a numrial systm.
systm
dos this mattr for knowldg? Th
How
influn mathmatis duation,
impliations
xampl. Rsarhrs at th Johns Hopkins
for
showd a orrlation twn
Univrsity
aility to disriminat twn
14-yar-olds’
numrial quantitis (suh as th numr
xat
dots in an imag) and thir tst sors in
of
all th way ak to kindrgartn
mathmatis
et al 2008). Th orrlation has n
(Halrda
to dvlop duational tools to assss and
usd
mathmatial aility, for xampl in
improv
that ask hildrn to quikly assss how
tsts
languag th origin of our numrial
Could
and of mathmatis? Did w gin
sns,
in itself may be a necessary condition for
Language
but it is not sucient for it … . All known
number,
cultures have language, but by no means all
human
exact quantication in the form of number.
have
history and th human and
lswhr—in
sins—that non-Wstrn ulturs and
natural
is a urious and hallnging
Mathmatis
in th widr movmnt for duational
as
and dolonizing duation. Enrgizd
quity
hav arisn in at last two aras. On
dats
how th history of mathmatis is told and
is
Th sond takls th prsistnt lif
taught.
mathmatis is nutral from th point of
that
lass and gndr. This has n th sit of
ra,
dat and ontrovrsy, suh as th
signifiant
movmnt in lat 2017.
#IStandWithRohll
11
for strong onlusions.
many dots ar on a pag.
ounting whn w ould nam numrs?
(Núñez quoted in Ball 2017)
(Ball 2017)
II.4 Diversity and many mathematics
intlltual traditions lag hind.
(Klin 1985).
334
of mathmatis duation, Rohll
Profssor
dlivrd a talk on “mathmatx”,
Gutiérrz
to a mathmatis rimagind in oth of
rfrring
following ways.
th
It is awar of th urrnt dominan of
•
idas in th fild.
urontri
It ativly sks to inorporat Indignous
•
into th tahing and prati of
knowldgs
has a fundamntally politial outlook
Gutiérrz
th fild of mathmatis. Sh maintains that
on
ordr for studnts and profssionals to ring
in
full slvs to thir work and larning, thy
thir
to tak stps towards “rhumanizing”
nd
Sh xplains ths stps in a
mathmatis.
sgmnt (16:15–25:55) from th talk, at
10-minut
link. this
trms: Gutiérrz:
Sarh
mathmatis: a
Rhumanizing
Gutiérrz’s laims, suh as “on
Whn
lvls, mathmatis itslf oprats as
many
(Gutiérrz 2018) wr notid
whitnss”
sh am a targt of hat mail, thrats,
onlin,
raist and misogynist attaks. Aadmi
and
and profssional organizations
ollagus
y issuing statmnts ondmning
rspondd
attaks and xprssing solidarity with
th
Th laim that mathmatis is
Gutiérrz.
ntangld with powr and politis
invitaly
was mddd in th
#IStandWithRohll
of th Unitd Stats, ut w an
ontxt
th qustion aout why idntity and
gnraliz
appar ntangld in this ultural
mathmatis
Strotyps aout rtain gndrs,
momnt.
and ulturs ing good or ad at
thniitis
on your akground and loation,
Dpnding
issu of idntity in th prati and
th
of mathmatis may not urgnt
tahing
you. But th assumptions of th nutrality
for
mathmatial knowldg and prati
of
politial. To what xtnt is th laim that
is
II. Perspectives
II. Perspectives
A stion of th Rhind papyrus, a 5-mtr-long Egyptian sroll datd 1550 bce. Th Rhind papyrus ontains arithmti and
Figure 11.4
gomtry, and spially outlins a mthod for approximating th valu of π to within 1% auray.
had provokd a strong ration.
mathmatis.
mathmatis ar still widsprad.
vision for th futur YouTu
mathmatis is nutral a dnial of its potntial
335
II. Perspectives
prptuat inquality or injusti? Dos
to
nutrality assumption limit our aility
th
addrss prolms with mathmatis and
to
improv it? W rvisit this qustion in
to
trms: Brodi Th
Sarh
Dolonisd
Convrsation
th link to th artil “Ys, Mathmatis
Follow
Dolonisd. Hr’s How to Bgin”, y
an
duation profssor Karin Brodi,
mathmatis
sh offrs th following thoughts.
whr
has a prolm with
“Mathmatis
All ovr th world, lak and
divrsity.
mathmatiians rmain rar. Thy
womn
don’t tak mathmatis at highr
simply
lvls as muh as thir whit
aadmi
mal prs. … But maths should and
and
Filds Mdal, stalishd in 1924, has only
Th
awardd to a woman on, in 2014. Hr
n
is Mariyam Mirzakhani, and you an follow
nam
link to larn mor aout hr and hr work.
th
trms: Wird.om
Sarh
Filds Mdal
Mirzakhani
that th profssion and tahing of
Claims
ar gndrd and raializd ar
mathmatis
ing datd. Manwhil, tahrs in
still
lassrooms find that studnts
mathmatis
fl supportd whn th divrsity of
an
studid in th urriulum
mathmatiians
th divrsity in th lassroom, and
rflts
thy an s thmslvs rfltd in
whn
Th movi Hidden Figures (2016), whih
it.
th story of Afrian-Amrian fmal
tlls
as thy wr alld at th
mathmatiians—or
alulators—at NASA during th Spa
tim,
and th raial sgrgation ra, was wll
Ra
y popular ultur.
rivd
IV. Ultimatly, do duators hav a
stion
to tah an anti-disriminatory
rsponsiility
duation, rathr than mrly a
mathmatis
on?
non-disriminatory
ass to its auty and its
dsrvs
vryody should al to
powr—and
ak whn th disiplin is usd to
push
and opprss.” (Brodi 2016)
dstroy
suggsts that studnts’ idntitis
Brodi
important in tahing and larning
ar
Considr hr artil and what
mathmatis.
hav ovrd so far in this stion as
w
What rol dos idntity play in th
1.
and transfr of mathmatial
aquisition
How is th rol of idntity that you idntifid
2.
qustion 1 similar to or diffrnt from th
in
11
For discussion
Decolonizing mathematics
mathmatis
you disuss th following qustions.
knowldg?
rol of idntity in othr AOKs?
dos long to vryody. Evryody
Figure 11.5 Iranian-Amrian mathmatiian Mariyam
Mirzakhani, th only woman to awardd th Filds Mdal
336
TOK w rgularly ngag with th onpts
In
rtainty, truth and ojtivity. Mathmatis, it
of
laimd, has a spial rlationship with ths
is
ing al to ahiv thm through th
onpts,
of mathmatial proof. A proof is tru
pursuit
if it is always tru. This standard of rigour
only
rtainty, arrivd at through rasoning
and
from mpirial argumnts, is oftn said
dtahd
proofs ar uilt using logial
Mathmatial
from thorms, whih ar prviously
infrns
onjturs, and axioms, whih ar ithr
provn
or assumd statmnts usd as th
slf-vidnt
point. Th ovious “wak spot”, if thr is
starting
in mathmatial proof is in th axioms usd.
on,
1. Consid mathmatial axioms.
(a) On what asis an axioms hosn?
(b) Who hooss axioms, using what
Is all of mathmatis prdiatd on our
2.
hoi of axioms?
prdssors’
If our prdssors had hosn a diffrnt
3.
of axioms, would w hav a diffrnt
st
Do mathmatial ralists and anti-ralists
4.
diffrnt answrs to qustion 3?
hav
5. (a) Do mathmatiians hav faith in
To what xtnt dos faith play a rol
(b)
mathmatis?
in
all th stps in th proof ar logially sound,
If
oms a thorm. Mathmatial proof is
it
from th vidn-asd proof in law,
diffrnt
xampl, in that on provn a thorm is
for
and final. Th mathmatial ommunity
onlusiv
hks th stps and judgs th ompltnss,
thn
and originality of th proof. That last
auray
is important: for all th rigour and rtainty
point
to mathmatial proofs, thorms ar
attriutd
in a soial pross that is not infallil.
vrifid
mathematicians prove theorems . . . . The
When
of the arguments is determined by
correctness
scrutiny of other mathematicians, in informal
the
in lectures, or in journals … the means
discussions,
which mathematical results are veried is
by
a social process and is thus fallible.
essentially
[T]he history of mathematics has many stories
…
false results that went undetected for a long
about
In addition, … important theorems have
time.
such long and complicated proofs that very
required
people have the time, energy and necessary
few
to check through them. And some proofs
background
extensive computer code to, for example,
contain
a lot of cases that would be infeasible to check
check
hand. How can mathematicians be sure that such
by
are reliable? To get around these problems,
proofs
scientists and mathematicians began
computer
develop the eld of formal proof. A formal proof
to
one in which every logical inference has been
is
all the way back to the fundamental axioms
checked
mathematics. … [S]uch proofs are so long and
of
that it would be impossible to have
cumbersome
checked by human mathematicians. But now
them
can get “computer proof assistants” to do the
one
this nxt stion w xamin how th us of
In
is affting mathmatis.
omputrs
III. Methods and tools
III. Methods and tools
I I I . M E T H O D S A N D T O O LS
III.1 Once proven: The eternal truth
of mathematics
to a hallmark of mathmatis.
For discussion
A closer look at axioms
ritria?
mathmatis today?
checking.
(American Mathematical Society 2008)
axioms?
337
III. Methods and tools
onsidr two ontrasting laims aout
Lt’s
truth. Th first, y Avigad (2018),
mathmatial
that “th truth of a mathmatial
assrts
dos not rly on historial ontxt or
statmnt
irumstans of th spakr”. On th othr
th
Lvy-Eihl argus that mathmatis
hand,
th laim that onsnsus on a proof
Considr
mathmatis forms unontrovrsially.
in
What argumnt an you offr to support
1.
laim? this
How would you onstrut and support a
2.
ountrlaim?
how rahing onsnsus in
Considr
ompars to th pross of
mathmatis
What ar signifiant similaritis and
3.
twn onsnsus in
diffrns
What an you say aout th sours of
4.
similaritis and diffrns?
ths
today, as th standard of rigour in
assum
proof has hangd throughout
mathmatial
Th advnt of omputr proof
history.
and automatd thorm provrs,
assistants
disussd low, has alrady gun to
as
what is mant y mathmatial rigour
hang
vry onpt of ‘asolut’
“Th
rigour is not immutal.
mathmatial
variaility of th onpt of rigour
Th
that somthing ls sids
shows
astration must ntr
mathmatial
th makup of mathmatis.” (von
into
ould this “somthing ls” that von
What
rfrs to?
Numann
11
andproof.
has no timlss standard, dspit what many
Practising skills: Evaluating claims
For reflection
A mathematical “je ne sais quoi”
John von Numann statd th following.
rahing onsnsus in othr AOKs.
and in on othr AOK of
mathmatis
hoi?
your
Numann 1947)
Figure 11.6 Th four-olour thorm. Th four-olour thorm stats that only four olours ar rquird on a map so that no two adjant
rgions hav th sam olour. It was th rst major thorm provd using omputr assistan, in 1976 y Knnth Appl and Wolfgang
Haknand, ut was not aptd y all mathmatiians as no individual human ould hk it. Nw forms of th proof (all of whih hav usd
omputr assistan in som form) hav n asir for humans to vrify.
338
will advans in omputing afft
How
To answr this qustion w nd
mathmatis?
hav a grasp on what mathmatis is, and
to
prisly, what mathmatiians do, and
mor
omputational powr fits with that. W
how
that formal proofs an partiularly
mntiond
vn impossil, for a mathmatiian to
long,
so omputr proof assistants hav om
vrify,
hav usd omputrs not just
Mathmatiians
vrify ut to gnrat proofs for som tim.
to
four-olour thorm ompltd in 1976
Th
11.6) was th first suh proof. It was
(Figur
ompliatd that no human ing ould
so
it without having to trust th softwar.
vrify
xampl is th 1998 proof of th Kplr
Anothr
whih ontaind ovr 3 gigayts of
onjtur,
“Proof y xhaustion” is a trm givn to
data.
whr a omputr has hkd all possil
proofs
Proofs of this natur ar onsidrd
ass.
aus thy an’t vrifid y a
prolmati
prson—som popl disrgard thm on
singl
asis, ut othrs apt thm.
this
thorm provrs (ATPs) ar
Automatd
that an prov mathmatial rsults
programs
using a st of axioms. ATPs an also
logially
millions of simulations in mission-ritial
run
suh as in nular powr plants,
appliations,
nsur a systm is working proprly—a task
to
would prov xtrmly tim-onsuming
that
human ings. ATPs ar hanging how w
for
Yt omputrs solv diffrntly
smathmatis.
humans, who look for graful onntions
from
possiilitis. Computr proofs an
twn
and awkward—as long as thy find a
lumsy
ths ar just th prolms assoiatd
Prhaps
a nw thnology; prhaps mathmatiians
with
omputr sintists may vntually al
and
od ATPs to dlivr autiful proofs that
to
nw insights to thir human dvloprs.
rval
prhaps not: whthr softwar is apal
Or
th fats of intuition and imagination that
of
th st xampls of human
haratriz
whthr ATPs will al to math
of
xd thir human ountrparts, th
or
of dvloping thm is dpning our
pursuit
of what it mans, and taks, to
undrstanding
is also possible to let computers loose to explore
It
on their own, and in some cases they
mathematics
come up with interesting conjectures that went
have
by mathematicians. We may be close to
unnoticed
how computers, rather than humans, would do
seeing
mathematics.
ommon far is, of ours, that on softwar is
A
nough at proving rsults, and in diding
good
rsults to prov, human mathmatiians
whih
om irrlvant. How would you did if
will
some supercomputer … reported a
Suppose
… which was so long and complex that no
proof
could understand it beyond the
mathematician
general terms. Could we have sucient faith
most
computers to accept this result, or would we say
in
the empirical evidence for their reliability is not
that
Tymozko oind th trm “nonsurvyal
Thomas
proof” to dsri proofs that ar
for a human mathmatiian to vrify,
infasil
as th 1979 omputr-assistd proof y
suh
and Hakn of th four-olour thorm.
Appl
argud that mathmatial proofs must
Tymozko
Conviningnss: th proof an prsuad a
•
vrifir of its onlusion.
rational
Survyaility: th proof is assil for
•
y humans.
vrifiation
Formalizaility: th proof uss only logial
•
twn onpts.
rlationships
III. Methods and tools
III. Methods and tools
III.1.1 Mathematical proof in the digital age
mak a mathmatial proof.
usful.
(American Mathematical Society 2008)
this far is misguidd or valid?
III.1.2 Non-surveyable proof
enough?
(Tymoczko 1979)
proof, thy hav don thir jo.
mt thr ritria.
mathmatis is an opn qustion. Rgardlss
339
III. Methods and tools
proofs wr ritiizd as
Computr-assistd
rquiring too many logial
non-survyal,
to vrifial y humans. Tymozko
stps
that suh proofs wr hanging th
argud
of mathmatial proof, rplaing
natur
ddution with trust in an empirical
logial
pross. Apting th four-
omputational
thorm, for instan, rquirs hanging
olour
non-survyal or diffiult-to-survy proof
A
onvining and yt fail to nlightn
may
th link to this artil aout Doron
Follow
a mathmatiian at Rutgrs
Zilrgr,
trms: Quanta
Sarh
In omputrs
Magazin
Do you agr that omputr programs
1.
rditd as authors whn thy
should
or hlp prov, a mathmatial
prov,
thorm?
to stion I for a rmindr of Gödl’s
Rfr
thorm, thn onsidr ths
inompltnss
mathmatial proofs, thnology is
Byond
allowing mathmatiians to ollaorat
also
ral tim on onlin platforms, solvingprolms
in
togthr and vrifying thir
work. But it is th potntial
ollagus’
omputr mathmatiians, working
of
or for thir human ollagus, that
alongsid
xits many osrvrs, and prompts
most
argumnt ut as an osrvation,
mathmatial
this xposs mathmatis to a muh highr
and
do mathmatiians did whthr a
How
is survyal or not? Paul Tllr (1980)
proof
that this is ontingnt on tim and pla,
argus
th ailitis and tools of th ommunity of
on
attmpting to vrify it. It is a
mathmatiians
pross ontingnt on th mathmatial
soial
Survyaility may not an
ommunity.
quality of a proof, ut mor a rfltion
inhrnt
is rtainly not th last to hav
Hals
this prolm. Shinihi Mohizuki
nountrd
a 500-pag proof of th ABC
sumittd
in 2012, ut as of 2020 no on has
onjtur
For somthing to ount as mathmatial
2.
should humans al to
knowldg,
Do you think that in th futur ATPs ould
1.
th thorm?
ovrom
What would nd to happn for ATPs to
2.
th thorm?
ovrom
xampl, what ar mathmatial proofs
For
Thr is valu in oth knowing that
for?
is tru as wll as in how it was
somthing
Th st proofs rval dpr
solvd.
into mathmatis, xplaining “why”
insights
ar tru. What would it man to hav
things
don y omputr that no human
proofs
ould undrstand? What would w
ing
11
potntial for rror.
our undrstanding of “thorm” and “proof”.
th radr as to why it is tru; srving not as a
of th mathmatiians of th tim.
Box 11.2: “In computers we trust?”
Univrsity.
wtrust?
Considr th following qustion.
n al to vrify whthr it is orrt.
it, or is proof y omputr
undrstand
nough?
For reflection
Overcoming the limitations of
mathematics
qustions.
partiularly maningful TOK qustions.
los and gain?
340
10 reports that articial intelligence has
Chapter
in a very short period of time, succeeded
already,
producing music and poetry that appeals to
in
tastes. In the arts the question of intent is
human
from aesthetics and metaphysics—we
inseparable
yet escape the doubt about whether software
cannot
to make art. To what extent does this
“intends”
of intent apply in the case of ATPs producing
concern
are numbers beautiful? It’s like asking why is
Why
Ninth Symphony beautiful. If you don’t
Beethoven’s
why, someone can’t tell you. I know numbers are
see
If they aren’t beautiful, nothing is.
beautiful.
of mathmatis hav somtims
Philosophrs
that mathmatial asthtis ar
ommntd
statd. What maks a proof autiful,
vaguly
lgant, spially in omparison to anothr
or
is also logially tru? At th sam tim, to
that
xtnt is auty any mor or lss tightly
what
in th othr AOKs, and should w xpt
dfind
to diffrnt?
mathmatis
auty is sujtiv and
Mathmatial
do not always agr, ut many
mathmatiians
know a autiful proof or rsult whn thy
will
it. Nahin (2006) laorats as follows.
s
a Shakespearean sonnet that captures the very
Like
of love, or a painting that brings out the
essence
of the human form that is far more than just
beauty
deep, Euler’s equation reaches down into the
skin
formula (e iπ + 1 = 0) is itd as an
Eulr’s
of dp mathmatial auty. Fynman
xampl
alld it “our jwl” and “th most
(1977)
formula in mathmatis”. It ontains
rmarkal
of th asi arithmti oprations, ah
thr
xatly on, and links togthr fiv
ourring
mathmatial onstants: 0, 1, π,
fundamntal
i. , π and i ar ompliatd and smingly
and
numrs, so som mathmatiians
unrlatd
rmarkd that it is “amazing that thy ar
hav
y this onis formula” (Pry quotd in
linkd
2014).
Gallaghr
in 2014 usd funtional magnti
Rsarhrs
imaging (fMRI) to osrv th ativity in
rsonan
rains of 15 mathmatiians whn thy viwd
th
formula thy had individually ratd
mathmatial
autiful, indiffrnt or ugly. Th xprimnt
as
that xprining mathmatial auty
showd
with motional ativity in th rain in th
orrlats
way as th xprin of auty from othr
sam
(Zki et al 2014). Davis and Hrsh hav
sours
that an asthti sns is univrsal
ommntd
pratising mathmatiians. But to what
among
is mathmatial auty assil only to
xtnt
auty is said to rfr to a rsult or
Dp
that ontains unxptd insights into
mthod
struturs. Trivial thorms lak
mathmatial
as do proofs or rsults drivd in an
auty,
or rptitiv way, or whih apply only to
ovious
ass. Hardy (1940) suggstd that auty
spial
from th “invitaility”, “unxptdnss”
oms
“onomy” of a work. H also argud that
and
mathmatis is inhrntly suprior in auty
pur
applid mathmatis aus it annot
to
for ommon or violnt human amitions.
usd
and auty hav n asrid to proofs
Elgan
ar unusually suint, asd on original
that
hav an lmnt of surpris, us a
insight,
of assumptions and an gnralizd
minimum
solv similar prolms.
to
appliations of mathmatis to sin,
Th
and nginring ar widly
thnology
ut thr is also a dimnsion of
disussd,
as joy, as art and as litratur.
mathmatis
for xampl, has ompild
Shinrman,
autiful” thorms and proofs in The
“joyful,
Lover’s Companion (2017), arrivd
Mathematics
“through th swat of intlltual play that,
at
th st poms, ontain prftly xprssd
lik
aout th world” (Lvy-Eihl 2018).
truths
III. Methods and tools
III. Methods and tools
Making connections
Exploring the question of intent
”elegant” mathematics?
III.2 Beauty
mathmatiians?
(Devlin 2000)
very depths of existence.
(Nahin 2006)
341
III. Methods and tools
10 features a poem by Elizabeth Alexander
Chapter
considers the kind of deeper truths that poetry
and
us access to. Consider whether these are
gives
to the deeper truths we glean through
similar
Is this depth something you need to
mathematics.
to know?
experience
th rol of auty for th truth in
Considr
as wll as th arts.
mathmatis
rightly viwd, posssss
“Mathmatis,
only truth, ut suprm auty—a
not
old and austr, lik that of
auty
without appal to any part of
sulptur,
wakr natur, without th gorgous
our
of painting or musi, yt
trappings
pur, and apal of a strn
sulimly
suh as only th gratst art
prftion
show. Th tru spirit of dlight,
an
xaltation, th sns of ing mor
th
Man, whih is th touhston of
than
highst xlln, is to found
th
mathmatis as surly as potry.”
in
1919)
(Russll
What rol dos auty play in rlation to
1.
in mathmatis?
truth
In th quot low, Brtrand Russll
2.
th “old and austr” auty
dsris
Do you agr with this dsription,
(a)
if so why?
and
If you do not agr with Russll’s
(b)
how would you dsri
dsription,
A Mathematician’s Lament (2009) Paul Lokhart,
In
shool tahr, xprsss dp disappointmnt
a
mathmatis is oftn taught in a way that
that
to rval th xitmnt, auty and passion
fails
drivs mathmatiians. Rad th xrpt
that
to xplor how auty and asthti
low
rlat to th tahing and larning of
tast
As you rad, rflt on whthr
mathmatis.
has n a part of your own xprin of
this
mathmatis.
larning
no time are students let in on the secret that
At
like any literature, is created by
mathematics,
beings for their own amusement; that works
human
mathematics are subject to critical appraisal; that
of
can have and develop mathematical taste. A
one
of mathematics is like a poem, and we can ask
piece
tool for science and technology. Everyone knows
of
poetry and music are for pure enjoyment and
that
uplifting and ennobling the human spirit … but
for
math is important.
no,
inspirs qustions rlvant to us in
Lokhart
suh as to what xtnt dos th pross of
TOK,
mathmatis lav spa for larnrs
larning
rah thir own onlusions? Th ar for
to
to th fild of mathmatis sms
ontriutions
high; indd, for th ovrwhlming
vry
of larnrs th journy of mathmatis
majority
wll for thy ontriut or vn
nds
advans in th fild. For th fw who
nountr
th frontir of mathmatis, th knowldg
rah
thr is sldom popularizd or widly
produd
ommuniatd.
PhD thss ar not usually th kind
Mathmatis
ontnt to go viral on th intrnt, ut Pipr
of
11
III.3 How should mathematics be
Making connections
taught and communicated?
Truth in mathematics and the arts
For reflection
No truth without beauty, no beauty
without truth?
it satises our aesthetic criteria: … Is it simple
if
elegant? Does it get me closer to the heart of
and
the matter? …
… think they do know what math is about—
People
are apparently under the gross misconception
and
mathematics is somehow useful to society! …
that
is viewed by the culture as some sort
Mathematics
(Lockhart 2009)
of mathmatis.
mathmatial auty?
Harron’s am los to intrnt fam. Harron flt
342
mathmatis was too important to go
that
or rmain inomprhnsil to
misundrstood
Hr dotoral thsis, ntitld “Th
most.
of Latti Shaps of Rings of
Equidistriution
of Cui, Quarti, and Quinti Numr
Intgrs
An Artist’s Rndring” is prsntd at
Filds:
lvls. Th first lvl is a “laysap” with
diffrnt
using languag appropriat and
“laysplanations”,
to th layprson or studnt of
undrstandal
Nxt, Harron prsnts th
mathmatis.
and “mathsplanations”, for th
“mathsap”
mathmatiian or prs in th
amatur
mathmatis ommunity. Sh invits
profssional
to follow th argumnts up to thir
radrs
thrshold, and you an try to find
mathmatial
y following th link.
yours
trms: Equidistan of
Sarh
shaps Pipr thsis
latti
is on of th aras of knowldg
Mathmatis
whih studnts ommonly hold limiting
in
aout thir aility. Tahrs an
lifs
ths lifs or rat and rinfor
hallng
Blow ar two artils rlvant to this
thm.
of knowldg aquisition in mathmatis.
issu
1, y profssor of mathmatis
Sour
Jo Boalr, xplors how disovris
duation
nurosin should rshap th
from
and larning of mathmatis. Boalr
tahing
mathmatis lss as a mattr of
approahs
answrs and provn mthods, and mor
right
an xris that ahivs undrstanding
as
ollaoration and rativity. Follow th
through
1: Boalr, J. 2019. “Evryon Can Larn
Source
to High Lvls: th Evidn from
Mathmatis
that Should Chang our Tahing”
Nurosin
Mathmatial Soity Blogs)
(Amrian
trms: AMS Boalr
Sarh
an larn
Evryon
prinipl, hr full argumnt should possil
In
grasp at ithr lvl, and th thsis is intndd
to
“approximatly radal y approximatly
to
(Harron 2016).
anyon”
an intrviw pulishd in The Hindu (Dsikan
In
Harron idntifis th ida of th gnius
2016)
as on of th harmful myths
mathmatiian
in th mathmatis ommunity, and
prptuatd
for it to disardd. “Thr’s th ida that
alls
is fixd, you gt it or you don’t; that thr’s
math
right way to think aout things. … W nd
a
diffrnt popl in math. W nd diffrnt
mor
of thinking in math” (Harron quotd in
ways
2016).
Dsikan
11.3 xplors two onptions of, and
Box
possiilitis rgarding, th aquisition of
two
2, y Barara Oakly, prsnts a
Sour
ut rlatd vision of mathmatis, on
diffrnt
movs away from undrstanding, whthr
that
at rativly or through rot larning.
arrivd
instad xplors th ida of fluny in
Oakly
in lin with th onption of
mathmatis,
as a languag. Oakly livs
mathmatis
mathmatis is a hait of mind, a pattrn
that
thinking that is dvlopd through sustaind
of
In Oakly’s viw, mathmatial
prati.
is losr to know-how than to
knowldg
Follow th link to rad th dtails.
know-that.
2: Oakly, B. 2016. “How I Rwird my
Source
to Bom Flunt in Math” (Nautilus,
Brain
trms: Oakly How I
Sarh
my rain Nautilus
rwird
w think mathmatis is affts how w
What
and larn it. It affts what ass and
tah
to mathmatis larning looks lik, and
arrirs
it mans to fail and sud in aquiring
what
III. Methods and tools
III. Methods and tools
mathmatial knowldg.
Box 11.3: The “maths brain” and mathematical fluency
link to rad th artil in full.
15 Sptmr 2016)
mathmatis to high lvls
knowldg in this AOK.
343
III. Methods and tools
mathmatis is ommonly undrstood
Knowing
th aility to rason through mathmatial
as
and symols. Is it possil to know
formula
in othr ways, not as languag or
mathmatis
ut as ativity or prforman—
rprsntation
as know-how? Exampls from
mathmatis
show that th mind is not
thnomathmatis
only hannl into th ralm of mathmatis,
our
that it an “known” through th whol
ut
as an modid prati, and vn through
ody
arrangmnt of othr ojts in th physial
th
If w an do and find mathmatis
world.
of th human mind, how far an w go
outsid
for mathmatis?
looking
slugs do maths, electrons do maths, minerals
Sea
maths. Rainbows do an incredible mathematical
do
Euler’s 18th-century formula, with its unique
Leonhard
properties, is enacted here by a bird.
mathematical
th link to rad th full artil: “How to
Follow
Mathmatis”.
Play
trms: Aon Thr’s
Sarh
maths in slugs
mor
can we say that sea slugs and corals know
But
geometry? I want to argue here that in
hyperbolic
sense they do. … The world is full of mundane,
some
unconscious things materially embodying
meek,
complex pieces of mathematics. How can
endishly
make sense of this? I’d like to propose that …
we
natural systems are engaged in what we
modest
call the performance of mathematics. Rather
might
thinking about maths, they are doing it. In the
than
of their beings and the ongoing continuity of
bres
growth and existence they enact mathematical
their
and become mathematicians-by-
relationships
… Rather than being a remote abstraction,
practice.
can be conceived of as something more
mathematics
music or dancing; an activity that takes place not
like
much in the writing down as in the playing out.
so
do ths raturs hallng what it mans
How
“know” mathmatis? Wrthim likns
to
to musi; th intrstion of th two
mathmatis
has a omprhnsiv disours in
disiplins
aross many diffrnt ultural traditions.
itslf,
ragas of Indian lassial musi, for xampl,
Th
passd down aurally from mastr
traditionally
studnt, ar rognizd as inhrntly
to
Th Sanskrit word prastara mans
mathmatial.
study of mathmatially arranging ragas and
th
What is th diffrn twn trating
1.
as a languag vrsus
mathmatis
(a) Do you hav to know how to writ
2.
to do mathmatis?
mathmatis
(b) To what xtnt is this th as in th
To what xtnt is playing musi without
3.
al to rad musi omparal to
ing
mathmatis without ing al to
doing
mathmatis?
rad
11
III.4 In what ways can mathematics
be known?
(Wertheim 2017)
… Next time you see a good rainbow,
performance
and take a look … classical geometric optics
stop
begin to capture its complexity. A stunning
doesn’t
of mathematical performance is enacted by a
piece
falcon as it hurtles towards its prey; with its
peregrine
held straight so it can x one eye steadily on the
head
at a constant angle of 40 degrees, it swoops
quarry
at 200 mph in a perfect logarithmic spiral.
down
rhythms into plasing ompositions.
(Wertheim 2017)
For discussion
Language, reading and writing
trating it as an ativity?
othr AOKs?
Figure 11.7 Sa slug
344
gomtry was dismissd for
Hyproli
of yars as impossil, aus it
hundrds
Eulid’s axiom aout paralll lins. It
violats
also xtrmly diffiult to visualiz or
was
vn using omputrs. Daina Taimina
modl,
using roht to onstrut tangil 3D
gan
that mad it asir to omprhnd. If you
modls
urious aout tatil mathmatis and
ar
roht, you an follow th link to
hyproli
out mor.
find
trms: Crohting
Sarh
plans YouTu
hyproli
roht modls, ragas and sa slugs in
With
w should ask to what xtnt mathmatis
mind,
modid knowldg. Wrthim
an
it as a knowing that mrgs from
dsris
prforming mathmatis, a kind of
hands
figuring—ut would shools and
modid
hsitat to us roht in advand
tahrs
lasss? Do algrai quations
mathmatis
mor or lss valid as a tahing tool? Is
fl
fling drivd from a partiular ultural
that
shap shown in Figur 11.8 onsists of 4
Th
dodagons and 12 dagons, with 28
rgular
gaps in th shap of quilatral triangls.
littl
it is also an impossil shap, with
Howvr,
that will not mt at th dgs. It
polygons
not al to los, ut it works aus
should
atgory of almost prft mathmatis
This
alld nar-miss mathmatis. Thr is no
is
dfinition of a nar miss, ut Craig
pris
lif is that th mathmatial
Kaplan’s
is omparal to pratial rrors
rror
from using “ral-world matrials and
arising
imprft hands” (Kaplan quotd in
your
Lam2017).
xampl of nar-miss mathmatis
Anothr
th missing-squar puzzl (s Figur 11.9).
is
A is ut into four pis and arrangd
Triangl
triangl B, ut suddnly a gap appars.
into
an this ? It is anothr nar miss: th
How
ar not atually triangls, as th
triangls
is not a straight lin—th gradint
hypotnus
from 0.4 (lu hypotnus) to 0.375
hangs
hypotnus). To what xtnt do nar
(rd
diminish or add to our knowldg aout
misss
Is thr valu in pratial, ut
mathmatis?
mathmatis that annot gaind
impossil,
III. Methods and tools
III. Methods and tools
Figure 11.8 A mathmatially impossil shap, mad possil only
aus of imprptil warping of th papr
ontxt?
III.5 Doing impossible mathematics
from astrat mathmatis?
of vry slight warping of th papr.
A
The fudge factor that arises just from working in the
real world with paper means that things that ought to
be impossible actually aren’t.
(Kaplan quoted in Lamb 2017)
B
Figure 11.9 Th missing-squar puzzl
345
III. Methods and tools
writrs of The Simpsons tlvision
Th
somtims ommuniat with thir
sris
viwrs y asually
mathmatially-inlind
nar misss into th akground
dropping
mathmatis is mor than a uriosity or
Nar-miss
for pratial joks. Th rason pianos hav
asis
kys in an otav, for xampl, is du to a nar
12
Th two most important musial intrvals
miss.
an otav (a frquny ratio of 2:1) and a fifth (a
ar
of 3:2), ut it is impossil to divid an otav
ratio
a way that nsurs all th fifths will prft.
in
is mathmatially impossil to ronil th
It
frqunis (tons) of otavs and fifths.
diffrnt
you an gt vry los y dividing th otav
“But
12 qual half-stps, svn of whih giv you
into
frquny ratio of 1.498. That’s good nough for
a
also th Ramanujan onstant: e π √163 ,
Considr
almost quals a whol numr:
whih
sns. In th pisod “Th Wizard of
of
Trra”, Homr Simpson writs
Evrgrn
th quation on thir alulators may
hkd
n shokd to find that Homr Simpson
hav
disprovd Frmat’s last thorm! In fat,
had
alulators ar not pris nough to
most
is a vry nar-miss. Frmat’s last
whih
is saf.
thorm
writrs of The Simpsons ar known for
Th
rfrns to advand mathmatis
inluding
th show. Simon Singh, author of Fermat’s
in
(1998) and The Simpsons and Their
Enigma
Secrets (2013), xplains furthr in
Mathematical
linkd vido.
th
trms: Homr’s last
Sarh
YouTu
thorm
How
262,537,412,640,768,743.99999999999925.
thr irrational numrs omin to form a
do
numr? Could it a lu to a dpr
rational
of mathmatis? Th mathmatiian John
pi
misss hav inspird pratial appliations
Nar
wll as uriosity in mathmatiians to look
as
and dig dpr. Thy an srv as lus
losr
what disovris might tru, y
aout
almost tru. Mathmatiians disovr
ing
misss through xprimntation, play,
nar
imprftions, and trial and rror—
ral-world
that ar not typially assoiatd with
words
11
Box 11.4: D’oh! That time Homer Simpson nearly solved Fermat’s last theorem
out th quation
3987 12 + 4365 12 = 4472 12
violats th thorm that a n + b n = c n
whih
no intgr solution if n > 2. Viwrs who
has
show th lft sid of th quation:
3,987 12 + 4,365 12 = 4,472.0000000070576171875 12
Baz, among othrs, thinks so.
most popl” (Lam 2017).
mathmatialmthods.
346
on or mor of th statmnts
Considr
drawn from past prsrid titls
low,
th TOK ssay. Basd on what w
for
disussd so far or on your prvious
hav
what an you laim, argu or
knowldg,
as an xampl from th prsptiv of
offr
in mathmatis is vry ommonly
Ethis
with th thial impliations of applid
onrnd
in nvironmntal sin, onomi
mathmatis
industry and thnology. In hr ook
poliy,
of Math Destruction, mathmatiian Cathy
Weapons
illustrats th dangrs of our rlian on
O’Nil
powrd y mathmatis. Ths
appliations
sh xplains, wr programmd
appliations,
“fallil human ings”. Built with good
y
th modls hav unavoidaly inhritd
intntions,
prjudis and iass of thir human rators
th
as suh, thy prptuat th injustis in our
and,
Th programms ar so omplx that, sav
soity.
a fw xprts, thir outputs ar not qustiond.
for
th sam tim, algorithms in “ig data” and
At
risk managmnt hav n idntifid
finanial
potntial sours of privay violations and
as
instaility.
onomi
th powr and valu of mathmatial
Givn
to ths domains, an argumnt an
knowldg
mad that spial thial rsponsiilitis fall
mathmatiians.
on
should that rsponsiility rst with
Or
sintists, thnologists, onomists
th
nginrs rsponsil for applying
and
knowldg to thir rsptiv
mathmatial
Whr is th lin of rsponsiility
domains?
mathmatis and its appliation? For
twn
lt’s onsidr David Li, rditd with
xampl,
innovations that powrd th ollatralizd
th
oligations that playd a starring rol in
dt
finanial risis of 2007–08. His work on
th
knowldg thr is always a trad-off twn
“In
and simpliity.” (IBO May 2016)
auray
th group to vrify it, knowldg is
“Without
possil.” (IBO Novmr 2015)
not
oth nals us to produ
“Thnology
and limits th knowldg that is
knowldg
opula was usd to alulat finanial
Gaussian
y invstmnt anks in th run-up to th
risk
risis. Th writr Flix Salmon dsrid
2007
as a “rip for disastr” and “th formula
it
killd Wall Strt” (Salmon 2009).Yt, vn
that
admirrs wr singing his praiss in 2005,
whn
for th risis, Li himslf was autioning
wll
th limitations of his modl, saying “Th
aout
dangrous part is whn popl liv
most
oming out of it” (Li quotd in
vrything
2005). H would latr xplain that
Whithous
formula “gains its popularity owing to its
his
ut that thr was “littl thortial
simpliity”
to it (Li quotd in Missnr 2008).
justifiation”
2007–08 finanial risis was ausd y many
Th
inluding govrnmnt suprvisory
prolms
fraud, moral hazard and prdatory
failurs,
pratis. It prsntd an nylopdia
usinss
thial ollapss. To fous th lam on Li
of
as ridiulous as it isignorant.
would
issu of attriuting thial rsponsiility
Th
mathmatiians for appliations of thir
to
is dply ompliatd. It may also hav
work
som mathmatiians to rtrat into
inspird
supposd safty of pur mathmatis, in
th
lif that suh work is not rlvant to
th
ommon, vulgar or violnt intrsts of
th
humankind.
Hardy rjoid that pur mathmatis
G.H.
so far rmovd from human ativitis that
was
would stay “gntl and lan” (1940). H
it
to tak prid in this aspt of his work,
appard
IV. Ethics
III. Methods and tools
IV. Ethics
Practising skills: Exploring perspectives
mathmatis in rspons?
produd.” (IBO Novmr 2013)
I V. E T H I C S
347
IV. Ethics
that “I hav nvr don anything
assrting
No disovry of min has mad, or is
‘usful’.
to mak, dirtly or indirtly, for good
likly
ill, th last diffrn to th amnity of th
or
(1940). Though Hardy was ultimatly
world”
aout th lak of utility of purly
wrong
rsarh, as w saw in stion I,
mathmatial
ould not hav known that at th tim. Evn
h
som mathmatiians ontinu to argu
today,
pur mathmatial rsarh is rmovd
that
qustions of this aus it is nutral
from
andharmlss.
the extent that an applied mathematician gets
To
with a real-world activity, like geology or
involved
he has to deal with the ethical issues
engineering,
that eld, not because he’s a mathematician, but
of
[W]hat about pure mathematics? Mathematicians
…
merely prove theorems. Is there any ethical
who
comparable to what you nd in other
component
of science…?
elds
pure mathematics, when restricted just to research
In
not considering the rest of our professional life,
and
ethical component is very small … . I can’t think
the
any other eld of which you could say that. That’s
of
people say pure mathematicians live in an ivory
why
One answer to this could be, “…There’s no
tower.
whatever we like”. … But when I think about this
do
l nd it rather scary. Because it means that
attitude,
we become totally immersed in research on pure
if
we can enter a mental state which is
mathematics,
asid th prolms of dmarating
Laving
and pur mathmatis, Run Hrsh’s
applid
sntns rval a mathmatial onrn
losing
aout mathmatial knowldg itslf, ut
not
th rursiv impat on mathmatis, that
aout
prhaps uniqu to th disiplin: its potntial
is
to, and dtahmnt from humanity. A
irrlvan
argumnt along th sam lins was mad
rnt
Paul Ernst. “Thr is signifiant ollatral
y
ausd y larning mathmatis … th
damag
of pur mathmatis itslf lads to styls
natur
thinking that an damaging whn applid
of
mathmatis to soial and human issus”
yond
2018).
(Ernst
Rohll Gutiérrz’s argumnt, from II.4,
Rall
w nd to “rhumaniz” mathmatis
that
divrsity and inlusion. It is not
towards
to Ernst’s fars that “thial
dissimilar
in th tahing of mathmatis
nutrality”
support a “dhumanizing outlook” that
may
studnts to sparat thir intlltual
trains
motional livs. This onrn is shard
and
mathmatis duators who work towards
y
quity, as w disussd in stion II.
duational
spifi rommndation is that
Ernst’s
and this ar inludd in th
philosophy
3 explores the sources of bias in machine
Chapter
and articial intelligence, and the implications
learning
this for the predictive power and application of that
of
A recurring tension is whether we can
knowledge.
biases inherent to the algorithim versus
separate
in the data sets used to train the articial
biases
hav sn that th prolm with th
W
nutrality of pur mathmatis is that
supposd
lin twn pur and applid mathmatis is
th
and ontinuously shifting. This haptr
impris
11
IV.1 Is pure mathematics ethically
neutral?
tahing of mathmatis at all lvls.
Making connections
because he’s involved in that application.
The myth of impartiality
intelligence.
for mathematicians to have a code of ethics,
need
what we do matters so little that we can
because
rather inhuman, rather totally cut o from humanity.
(Hersh 1990)
348
with Wignr’s unrasonal fftivnss
opnd
and xampls of pur mathmatial
thsis,
that had no appliation for dads,
thorms
nturis, inluding omplx numrs (now
or
in quantum mhanis) and numr
applid
(ntral to ryptography). Hardy’s sap
thory
pur mathmatis in th 1940s was drivn
into
his prption of th lak of usfulnss of
y
thory or quantum mhanis. What
numr
sm thially nutral today may wll
an
prolmati tomorrow. How thn
thially
w think of fators that afft th this of
should
Should w sk to untangl intnt
knowldg?
impliation and fft?
from
and Bursill-Hall add that many
Chiodo
ar taught to liv that
mathmatiians
is thially nutral, that any thial
mathmatis
lay with th usr of th tools that thy rat.
issus
many usrs of ths tools will also dny soial
Yt
laiming thy ar using only what
rsponsiility,
givn to thm, or that somody ls would
was
us what xists towards thir own
invitaly
Bhind many a pur mathmatiian, thr
nds.
funding for th rsarh—from a univrsity, a
is
a think-tank or a orporation. It is
govrnmnt,
that all of ths organizations ar funding
unlikly
pursuit for th sak of knowldg, lgan or
th
Do mathmatiians hav a rsponsiility
auty.
omprhnd, influn or hallng
to
thsagndas?
th widly hld Platonist viw of mathmatis,
In
ss mathmatis as oupying an astrat
whih
transndntal rality, thial impliations
or
do not aris. Howvr, Chiodo and
simply
knowledge and truth
Ethics,
Intnt is a fundamntal onrn within
1.
Do good intntions, or th lak of
(a)
intntions, asolv produrs
ad
mathmatial knowldg from
of
for th appliation of
rsponsiility
What ritria might w us whn
(b)
intntions, and who
onsidring
Th statistiian and hdg fund managr
2.
Tal (quotd in a Royal
Nassim
Soity rport 2001) said:
Statistial
got vry xitd aout
“[p]opl
Gaussian opula aus of its
th
lgan, ut th thing
mathmatial
workd … anything that rlis on
nvr
is harlatanism”. To what
orrlation
an w us statistial orrlations
xtnt
infr truths aout rality?
to
3. Mor gnrally:
In mathmatis is thr a trad-off
(a)
auray and simpliity?
twn
How is th rlationship twn
(b)
and simpliity in
auray
similar to or diffrnt
mathmatis
th othr AOKs?
from
IV. Ethics
IV. Ethics
Bursill-Hall argu that:
no matter how Platonist they may be, it does not
obviate their social and ethical responsibilities.
Mathematics may well ‘exist’ in the sense of being
a dierent kind or type of reality, but it is done
(discovered, developed, studied, understood, used)
by humans in our very material, social world and
therefore exists for us in some sort of social matrix or
social context.
(Chiodo, Bursill-Hall 2018)
Sophisticated mathematics is already ubiquitous
in 21st century technology. Even the most ardent
purists in number theory or algebra can no longer
For discussion
claim to ‘just do the mathematics’ and ‘leave the
implications to ethicists’ as recent revelations
about global mass surveillance have underscored
the immediate social and political impact of their
work. It is now evident that one can wield practically
this.
all branches of mathematics in ways that have
profound social consequences, both for good and
occasionally for ill, and that ethical questions can be
raised everywhere in pure and applied mathematics.
It seems that professional social responsibility
and engagement in mathematics-specic ethical
that knowldg?
issues is unavoidable for mathematicians; we would
suggest that those who deny this may be abdicating
responsibility and power to others in the most
would did thos ritria?
dangerous way.
(Chiodo, Bursill-Hall 2018)
349
IV. Ethics
old adag, widly itd and oftn misattriutd
An
Mark Twain, is “Thr ar thr kinds of lis:
to
damnd lis, and statistis”. This stion taks
lis,
losr look at th impliations of knowldg
a
drdging is on xampl of a statistial
Data
with murky this. It involvs th
prati
sanning of larg data sts for
spulativ
without having a prdfind
orrlations,
Sin a 95% onfidn intrval is
hypothsis.
usd, maning a 5% han of finding
usually
orrlation twn ompltly random
a
spurious yt statistially signifiant
varials,
ar almost rtainly found. On ovious
rsults
is that any hypothsis found using data
solution
must tstd against anothr data st
drdging
usd in th original drdging.
not
w may not s any rason to qustion
Oftn,
and statistial vidn. Most of th
orrlations
as non-xprts, w may not hav th skills
tim,
dig dpr, and must instad valuat th
to
of xprts to prform in th funtion
rdiility
puli intlltuals.
of
paradox is a phnomnon in
Simpson’s
and statistis in whih a trnd that
proaility
in svral diffrnt data groups rvrss or
xists
whn th groups ar omind, du
disappars
a “lurking” varial (also alld a onfounding
to
that is not aountd for. This paradox
varial)
how orrlations an distortd y
rvals
rrors, and th dangr in making
sampling
th xampl shown in Tal 11.1:
Considr
Univrsity of California, Brkly 1973
th
11.1 shows that mn appar mor likly
Tal
womn to admittd to th univrsity,
than
an admissions ias. Howvr, on
indiating
admissions rats y dpartmnts,
analysing
trnd rvrss, and it appars that mor
th
(A, B, D and E: s Tal 11.2)
dpartmnts
a ias in favour of admitting womn. Th
had
and orrtd data showd a “small ut
poold
signifiant ias in favor of womn”
statistially
et al 1975).
(Bikl
B 860 63% 25 68%
D 417 33% 375 35%
E 191 28% 393 24%
F 373 6% 341 7%
paradox ariss from th fat that mn
Th
to dpartmnts suh as nginring
applid
hmistry that had fwr appliants
and
highr admission rats, whras womn
and
to dpartmnts with a gratr numr
applid
appliants and a lowr rat of admission. Of
of
th laim of a statistially signifiant
ours,
in favour of womn dos not nssarily
ias
thr was a pratial ias in favour of
man
womn.
paradox itslf is xplaind in th TED-Ed
Th
linkd hr.
vido
trms: Liddll How
Sarh
an mislading
statistis
11
IV.2 The trouble with statistics
admissions statistis.
Women
Men
Applicants Admitted Applicants Admitted
Total 8442 44% 4321 35%
drivd from statistis and th authority it arris.
Table 11.1 Univrsity of California, Brkly: admissions 1973
(Bikl t al 1975)
Women
Men
Department
Applicants Admitted Applicants Admitted
A 825 66% 108 82%
C 325 37% 593 34%
Table 11.2 Dat for dirnt dpartmnts (Bikl et al 1975)
ausal intrprtations of orrlations.
350
Univrsity of California Brkly
Th
ias issu is xplaind in this
gndr
Clark was ausd of having killd hr
Sally
hild at 11 wks of ag and hr sond
first
at 8 wks of ag. Sir Roy Madow, a
hild
and onsultant padiatriian, tstifid
profssor
an xprt witnss that th proaility of two
as
in th sam family dying from suddn
hildrn
dath syndrom (SIDS, also alld ot
infant
was approximatly 1 in 73 million. This
dath)
a gross undrstimat, arrivd at y taking
was
proaility of a singl SIDS dath (1 in
th
and squaring it, with th assumption that
8,543)
proaility of suh daths is unorrlatd
th
infants. Howvr, that assumption
twn
unjustifid, and in fat th opposit would
was
tru if a gnti prdisposition to SIDS
Rporting on th inidnt, Ray Hill
xists.
onludd that “aftr a first ot dath th
(2004)
of a sond om gratly inrasd”,
hans
a ot dath mothr is ausd
“Whn
murdr, th prosution somtims
of
a tati suh as th following.
mploys
th parnts ar afflunt, in a stal
If
and non-smoking, th
rlationship
will laim that th hans
prosution
th dath ing natural ar gratly
of
and y impliation that th
rdud,
trms: Ar univrsity
Sarh
iasd? Simpson’s
admissions
inrasd. But this impliation is
gratly
fals, aus th vry sam fators
totally
mak a family low risk for ot dath
whih
mak it low risk for murdr.”
also
faulty mathmatis did not stop thr.
Th
if th 1-in-73 million assssmnt was
Evn
this was not th proaility of
aurat,
innon, ut rathr an a priori
Clark’s
that ndd to wighd
proaility
th a priori proailitis of th
against
of thm vry unlikly—
altrnativs—all
wr:
whih
1. two sussiv SIDS daths in th
2. doul homiid
3. othr possiilitis (suh as on homiid
was an instan of th “prosutor’s
It
Cruially, proaility stimats
fallay”.
outoms 1 and 2 should hav n
of
in th statistial analysis of th
ompard
Clark was onvitd in 1999.
prosution.
Royal Statistial Soity raisd onrns
Th
th dision, issuing a prss rlas
aout
statd th following.
that
th rnt highly-puliisd as of R v. Sally Clark, a mdial xprt witnss drw on pulishd
“In
to otain a figur for th frquny of suddn infant dath syndrom in familis having som of
studis
haratristis of th dfndant’s family. H wnt on to squar this figur to otain a valu of 1 in 73
th
for th frquny of two ass of SIDS in suh a family.
million
approah is, in gnral, statistially invalid. It would only valid if SIDS ass aros
This
within familis, an assumption that would nd to justifid mpirially. Not only
indpndntly
no suh mpirial justifiation providd in th as, ut thr ar vry strong a priori rasons for
was
that th assumption will fals. Thr may wll unknown gnti or nvironmntal
supposing
that prdispos familis to SIDS, so that a sond as within th family oms muh mor
fators
likly.
IV. Ethics
IV. Ethics
paradox part 2 YouTu
linkd vido.
Box 11.5: Faulty statistics and the “prosecutor’s fallacy”
(Hill 2004)
family
and also statd th following.
and on SIDS).
351
IV. Ethics
wll-puliisd figur of 1 in 73 million thus has no statistial asis … . Th tru frquny of familis
Th
two ass of SIDS may vry muh lss inriminating than th figur prsntd to th jury at trial.
with
from its invalidity, figurs suh as th 1 in 73 million ar vry asily misintrprtd. Som prss
Asid
at th tim statd that this was th han that th daths of Sally Clark’s two hildrn wr
rports
This (mis-)intrprtation is a srious rror of logi known as th Prosutor’s Fallay. Th jury
aidntal.
to wigh up two ompting xplanations for th ais’ daths: SIDS or murdr. Two daths y
nds
or two murdrs ar ah quit unlikly, ut on has apparntly happnd in this as. What mattrs
SIDS
th rlativ liklihood of th daths undr ah xplanation, not just how unlikly thy ar undr on
is
as of R v. Sally Clark is on xampl of a mdial xprt witnss making a srious statistial rror,
Th
whih may hav had a profound fft on th outom of th as.
on
many sintists hav som familiarity with statistial mthods, statistis rmains a spialisd
Although
Th Soity urgs th Courts to nsur that statistial vidn is prsntd only y appropriatly
ara.
statistial xprts, as would th as for any othr form of xprt vidn.” (Royal Statistial
qualifid
2001)
Soity
onvition was ovrturnd in 2003
Clark’s
vidn mrgd that th pathologist
aftr
xamind oth ais had withhld
who
that on of thm may hav did
vidn
a rviw of hundrds of similar ass,
Aftr
two womn onvitd of murdring
anothr
hildrn had thir onvitions
thir
A third woman who had
ovrturnd.
n ausd of murdring hr thr
also
was aquittd in Jun 2003. Roy
hildrn
had tstifid as an xprt witnss in
Madow
as, dsriing th unliklihood of
ah
op with th thial hallngs arising from
To
prodution or appliation of mathmatial
th
a numr of initiativs hav
knowldg,
rlativly rntly. In th aftrmath
formd
th Camridg Analytia sandal, whih
of
disuss at lngth in Chaptrs 2 and 3,
w
Camridg Univrsity sholars, Mauri
two
and Pirs Bursill-Hall, st up th
Chiodo
in Mathmatis (EiM) Projt, whih
Ethis
its first onfrn in 2018. “So
organizd
as w know, thr is no univrsity in th
far
that urrntly offrs a wid-ranging
world
ot daths in a singl family. H was
multipl
from th mdial rgistr y th
rmovd
Mdial Counil in 2005 for srious
Gnral
misondut, ut latr rinstatd.
profssional
or, mor spifially, statistis
Mathmatis
usd rgularly in riminal lgal ass.
is
vidn, and its rlatd statistial
DNA
is rgularly usd oth in
intrprtations,
invstigations and on tlvision,
riminal
it is portrayd as fool-proof
whr
How should ourts nsur
vidn.
jurors ar apal of undrstanding
that
mathmatis, or that lawyrs do not
th
mathmatial argumnts?
misus
mathmatial thial training for
spifially
thy writ (Chiodo, Bursill-
mathmatiians”,
2018). To fill this gap, thy hav dsignd
Hall
pilotd a ours alld “Ethis for th
and
mathmatiian”, a sris of ight hourlong
working
lturs. Follow th link to larn mor
trms: Ltur ours:
Sarh
for th working
Ethis
11
xplanation. …
from an inftion.
IV.3 Professional standards
aout th issus it xplors.
mathmatiian Chiodo
352
can do this from outside the profession.
Nobody
mathematicians can talk to mathematicians
Only
ethics … and we need to begin the process of
about
a community: supporting each other, sharing
forming
experiences, best practice, and a vision of
knowledge,
we can teach our students.
what
mathmatis organizations hav
Profssional
thial guidlins and ods of
pulishd
18 August 2006 th New Yorker magazin
On
an artil (linkd hr) that tlls a
pulishd
story of ontrovrsy in th intrnational
rar
ommunity. Th ontrovrsy
mathmatis
th Poinaré onjtur, whih
onrnd
widly aptd to tru, rmaind
although
for ovr 100 yars. It is on of svn
unprovn
Priz Prolms sltd y th
Millnnium
Mathmatis Institut, proofs of whih
Clay
ah rwardd with a million-dollar priz.
ar
trms: Th Nw
Sarh
Manifold dstiny
Yorkr
Novmr 2002 Russian mathmatiian
In
Prlman pulishd th first pi of
Grigori
thr-part proof of th Poinaré onjtur.
a
ah part th xitmnt among
With
grw that th Poinaré
mathmatiians
might finally provn. Prlman
onjtur
alrady widly rognizd in th
was
mathmatis ommunity as an
intrnational
giftd mathmatiian. H was
xptionally
rlusiv and y som aounts ntri.
also
offrs from ovtd aadmi
Dlining
h rturnd to St Ptrsurg,
institutions,
ak in with his mothr, took up a
movd
at a loal institut, and thrw himslf
position
his proof was omplt, h limitd
Whn
y only slf-pulishing it on th
puliity
aadmi prati. Th as study low
of
on issu of a profssional ontrovrsy
xplors
mathmatis. Although not partiular to
in
AOK, what would om known as
this
Prlman affair aquird a distintiv
th
and raisd an important qustion:
dimnsion
what xtnt ar thial issus in mathmatis
to
to th individuals involvd, traal
spifi
th ultur of th mathmatis ommunity,
to
gnral issus of aadmi prati and
or
Considr this qustion as you rad
malprati?
as study.
th
and going on a spaking tour of th
intrnt
Stats. Byond this, h livd that
Unitd
work should spak for itslf: “[i]f th
th
is orrt, thn no othr rognition is
proof
(Prlman quotd in Nassr,
ndd”
2006).
Grur
slf-pulishd th proof y
Prlman
a pr-print to arXiv.org, whih w
sumitting
in Chaptr 7. It was risky for him to
xamin
pr-prints; had thr n an rror or
pulish
in his logi, anyon who ould idntify
fault
fix it ould laim th proof as thir own.
or
this was not a onrn for Prlman. “My
But
was: if I mad an rror and somon
rasoning
my work to onstrut a orrt proof I
usd
plasd”, h said in an intrviw for
would
New York Times magazin (Nassr, Grur
th
On h had rturnd from his US tour,
2016).
distand himslf from th pross
Prlman
vrifying his proof out of th dsir to avoid
of
it, to th point of not rplying to
influning
Manwhil, som of th rightst
-mails.
in th fild wr usy with a formal
minds
of his work. It took thm svral
xpliation
working in tams, to losly xamin
yars,
hk th proof, whih was oth vry rif
and
th summr of 2006, just as on group
In
ompltd a manusript analysing
had
proof, a 328-pag artil y Huai-
Prlman’s
Cao and Xi-Ping Zhu was pulishd,
Dong
IV. Ethics
IV. Ethics
(Chiodo, Bursill-Hall 2018)
ondut, ut ths typially fous on issus
Case study
Pure and simple
and vry omplx.
at th Poinaré onjtur.
taking up a whol issu of th Asian Journal
353
IV. Ethics
Mathematics. Th artil prsntd thir
of
as “a rowning ahivmnt” and
work
first omplt and original proof of th
th
onjtur. Cao and Zhu rognizd
Poinaré
work as a stpping ston ut also
Prlman’s
to gaps in his logi that thir artil
allgd
th nsuing months, a story unfoldd
In
that th artil y Cao and Zhu had
showing
rushd to puliation, sidstpping
n
usual hks of th pr-rviw pross.
th
on of th ntral argumnts in thir
Whn
turnd out to idntial to prvious
papr
y mathmatiians Bru Klinr and
work
Lott, Cao and Zhu rtratd thir artil
John
th journal issud a lttr of apology.
and
involvmnt in this affair of Harvard
Th
Shing-Tung Yau, who was
mathmatiian
and Zhu’s mntor and ditor-in-hif of
Cao
journal that pulishd thir artil, has
th
th sujt of muh ontrovrsy. Was
n
a as of a powrful and stalishd
this
rahing protool and using
mathmatiian
influn to upstag an ntri young
his
gnius? Or was it mrly an
mathmatial
lash of gos and rilliant minds
unfortunat
a high-staks ra?
in
a lttr to th Amrian Mathmatial
In
Joan Birman, an stmd
Soity
and profssor, alld th
mathmatiian
“a vry puli and vry ad lak
pisod
on th ntir profssion (Birman 2007).
mark”
mathmatiian, Phillip Griffiths,
Anothr
that “politis, powr, and ontrol
ommntd
no lgitimat rol in our ommunity, and
hav
thratn th intgrity of our fild” (quotd
thy
Alxandr, 2010).
in
New Yorker magazin artil dtails
Th
story of why, instad of njoying du
th
for his aomplishmnt, Prlman
rognition
th fild of mathmatis in protst ovr th
lft
thial standards and tolran
profssion’s
dishonsty. H also rjtd th prstigious
of
Mdal, whih was offrd to him at a
Filds
rmony that h did not attnd in 2006.
puli
2010, Prlman was finally awardd th
In
Millnnium Priz, whih h also
million-dollar
mathmatiian Mikhail Gromov is
Russian
as saying aout Prlman that “[t]o do
quotd
work, you hav to hav a pur mind. You
grat
think only aout th mathmatis. Evrything
an
is human waknss. Apting prizs is
ls
waknss” (Gromov quotd in Nassr,
showing
2006). In light of all th strotyps, myths
Grur
prjudis that w sk to ovrturn, thos
and
and Prlman’s ations ontinu to ring
words
as w los this haptr.
poignantly
11
filld.
dlind.
354
12 Assessment
aims to enable students to engage with
TOK
complexity, ambiguity, uncertainty and
the
in the world with a sense of
contradictions
and to make them feel empowered to
wonder,
knowledge with agency. The objectives
pursue
value of TOK therefore extend beyond the
and
IB assessment tasks—creating an exhibition
two
writing an essay—although these present
and
opportunities for you to synthesize your
rich
in TOK. As in your course work, in
learning
two tasks you will explore knowledge
these
and in the process:
questions,
develop and demonstrate your ability to
•
arguments
construct
offer examples as evidence in support of
•
claims
your
chapter aims to help you meaningfully
This
with and score well in TOK assessment.
engage
central to both assessment tasks, this chapter
is
with a closer look at what knowledge
begins
questions
Knowledge
are knowledge questions different from
How
questions? Knowledge questions are
“normal”
to do something specific: they do some
intended
the work for you, by setting you up to discuss
of
we claim to know and how we come to
what
it. To achieve this, knowledge questions
know
phrased in a way that invites you to explore
are
perspectives on how we produce,
different
disseminate or apply knowledge in
acquire,
world. The knowledge questions exist to
the
your exploration of knowledge and make
guide
that your discussion stays in the realm of
sure
and not ethics, politics, psychology or
TOK,
IB also suggests that knowledge questions
The
the characteristics shown in Figure 12.1.
have
questions are and how to approach them.
• engage with different perspectives
• draw conclusions that are of consequence.
philosophy more generally.
Given that the exploration of knowledge questions
about knowledge
Knowledge
contestable
question
draw on TOK
concepts
Figure 12.1 Characteristics of knowledge questions
Based on: Theory of Knowledge Guide, First Assessment 2022 (IBO)
355
I. THE EXHIBITION
questions are questions about
Knowledge
how knowledge is produced,
knowledge—about
shared and used; what it is and what it is
acquired,
who has it and who does not; and who decides the
not;
to these questions. Instead of focusing on
answers
content or specic examples, students
subject-specic
on how knowledge is constructed and evaluated.
focus
this sense, knowledge questions are distinct from
In
of the questions that students encounter in other
many
subjects.
questions are contestable in that there are
Knowledge
number of plausible answers to them. Dealing with
a
section examines knowledge questions in
This
detail because they are the basis for both
some
TOK exhibition and the TOK essay. They
the
throughout this book and will have
appear
many of your classroom discussions.
anchored
learning is assessed through your ability
Your
of the two ways in which you will
One
your learning in TOK is by creating
demonstrate
exhibition. In a subject like TOK, which may
an
strike you as abstract or conceptual,
sometimes
an exhibition is an opportunity to
creating
how knowledge manifests tangibly in
explore
does this mean? The processes of
What
are bound up with the material world.
knowing
dance and make music, participate in online
We
examine historical archives, grow
discussions,
prepare food, take photographs, record
and
notes, perform experiments, tell and
field
to stories, study religious texts, travel to
listen
places, learn and practise new skills, and
new
although some students can nd the lack of a single
TOK,
answer slightly disorienting. In TOK discussions, it
“right”
perfectly conceivable that answers to a question may
is
matters is that the analysis is thorough,
dier—what
and eectively supported by examples and
accurate
evidence.
questions also draw on TOK concepts
Knowledge
terminology, rather than using subject-specic
and
or specic examples. Knowledge questions
terminology
on central TOK concepts such as evidence,
draw
from: Theory of Knowledge Guide, First
Adapted
2022 (IBO)
Assessment
to the areas of knowledge (AOKs) as
relation
as the world around you.
well
you do not have to worry
Importantly,
constructing your own knowledge
about
because the IB provides them in the
questions
tasks, so that you can focus on
assessment
and live in ecological environments.
investigate
these processes through which we come
Often
know disappear from view, and all we are
to
with is a knowledge claim. The exhibition
left
an opportunity for us to be reminded
provides
the material practices and processes that
of
us to make knowledge claims. It is
enable
an opportunity to consider the material
also
of applying knowledge in the
consequences
The exhibition encourages you to think
world.
knowing as something we do with our whole
of
and not just our intellect, and as a process
selves
necessarily involves objects and materials,
that
just concepts and ideas.
not
the task actually entails is outlined on the
What
page. next
12
certainty, values and interpretation.
these open contestable questions is a key feature of
to explore knowledge questions critically in
formulating the answers.
I . T H E E X H I B I T I O N
objects around you.
356
a starting point, you will choose one of the 35 prompts below to serve as the basis for your
As
The exhibition consists of only three objects, and all three need to be linked to the
exhibition.
1. What counts as knowledge?
will explain why each object is included in the exhibition. You should
You
what your exhibition is about, the context each object comes from and
include
relationship with the prompt. You have 950 words for this, and a great deal of
its
about how to use them. Remember to state your selected prompt as the
freedom
2. Are some types of knowledge more useful than
3. What features of knowledge have an impact on
4. On what grounds might we doubt a claim?
5. What counts as good evidence for a claim?
will showcase your exhibition to an audience. This might be
You
TOK class or a community event.
your
How does the way that we organize or classify
6.
affect what we know?
knowledge
What are the implications of having, or not
7.
knowledge?
having,
8. To what extent is certainty attainable?
Are some types of knowledge less open to
9.
than others?
interpretation
What challenges are raised by the dissemination
10.
communication of knowledge?
and/or
I. THE EXHIBITION
12
FIRST
sameprompt.
NEXT
title and include images of your objects with your commentary all in a single file.
FINALLY
I.1 TOK exhibition prompts
others?
its reliability?
357
I. THE EXHIBITION
11. Can new knowledge change established
15. What constraints are there on the pursuit of
16. Should some knowledge not be sought on
17. Why do we seek knowledge?
18. Are some things unknowable?
19. What counts as a good justification for a claim?
What is the relationship between personal
20.
and knowledge?
experience
21. What is the relationship between knowledge
What role do experts play in influencing
22.
consumption or acquisition of
our
How important are material tools in the
23.
or acquisition of knowledge?
production
are five steps to clarify how you can select
Below
approach a prompt, curate objects and write
and
an exhibition draws on many of the
Curating
asked in TOK, such as: who decides
questions
is relevant and meaningful? In this task,
what
decide and have a responsibility to make
you
decisions about how you explore
informed
questions in the world. It is also a creative
these
that may be messy at times. We hope
process
will find joy in it: the uncertainty; the
you
that you have too many ideas or none
realization
all; the feeling of being stuck and also getting
at
moving towards clarity, and ultimately
unstuck;
something to be proud of.
producing
How might the context in which knowledge
24.
presented influence whether it is accepted
is
To what extent is objectivity possible in the
28.
or acquisition of knowledge?
production
29. Who owns knowledge?
What role does imagination play in
30.
knowledge about the world?
producing
31. How can we judge when evidence is
32. What makes a good explanation?
How is current knowledge shaped by its
33.
development?
historical
In what ways do our values affect our
34.
of knowledge?
acquisition
35. In what ways do values affect the production
of Knowledge Guide,
Theory
Assessment 2022 (IBO)
First
should you decide which prompt to
How
First, read and give some consideration
choose?
every one of the prompts. Maybe one of them
to
out for you, or makes you think of an
stands
or objects that align well with it. At first
object
the prompts might all sound confusing,
glance
you might have difficulty imagining how
and
relate to objects in the real world.
they
are some prompts easier than others? Some
So,
may seem easier to address simply
prompts
of the way they are phrased. Consider,
because
example, prompt 23 “How important are
for
tools in the production or acquisition
material
knowledge?” Reading this may quickly
of
to mind the various objects in a scientific
call
or an artist’s studio. Prompt 25 “How
laboratory
12
values or beliefs?
12. Is bias inevitable in the production of
knowledge?
How can we know that current knowledge is
13.
improvement upon past knowledge?
an
Does some knowledge belong only to
14.
communities of knowers?
particular
or rejected?
25. How can we distinguish between knowledge,
belief and opinion?
Does our knowledge depend on our
26.
with other knowers?
interactions
Does all knowledge impose ethical
27.
on those who know it?
obligations
knowledge?
ethical grounds?
adequate?
and culture?
knowledge?
of knowledge?
I.2.1 Choosing a prompt
I.2 Curating a compelling TOK
exhibition
the commentary.
can we distinguish between knowledge, belief
358
opinion?” might initially seem a lot more
and
Remember, a 950-word write-up
challenging.
some depth of exploration. The prompts
requires
are obviously about objects may not be the
that
choice. Once you begin developing your
best
your view may change. You may find
exhibition,
the objects and concepts that seemed like
that
choices are limiting your discussion at
obvious
level. We give further guidance about
superficial
to go into depth in your exhibition in
how
about deciding between prompts that
What
very similar? If you think prompt15
sound
constraints are there on the pursuit of
“What
is interesting to explore from an
knowledge?”
you are interested in how knowledge
Suppose
over time. Both prompt 13 “How
changes
we know that current knowledge is an
can
upon past knowledge?” and
improvement
33 “How is current knowledge shaped
prompt
its historical development?” align with this
by
Whereas prompt 13 specifically asks
interest.
improvement over time, prompt 33 is
about
more open exploration of the relationship
a
past and current knowledge. As
between
example, let’s look at developing this
an
in the context of knowledge and
exhibition
perspective, you might be conflicted
ethical
you read prompt 16 “Should some
when
not be sought on ethical grounds?”
knowledge
few prompts in the list sound alike. Keep
A
your thoughts around a cluster of
developing
and gradually settle on one prompt
questions
fits best. Remember that you need to
that
the inclusion of each object in relation
justify
the prompt, while at the same time avoiding
to
three objects should not have the
repetition—all
for a prompt that is wide enough to
Look
your different objects, but not so
encompass
that all of your objects relate to it in the
narrow
way. Consider the following example.
same
have changed what we know
techniques
Pluto.
about
suppose you settled on prompt 13. Two
Let’s
our objects could be the low- and high-res
of
of Pluto shown below. You should be
photos
to not just include other objects that
careful
the same point—that more powerful
make
tools allow us to improve our
technological
about phenomena in the world.
knowledge
to diversify your exhibition, consider,
Instead,
example, how the design of the bicycle has
for
over time and how we know whether
changed
I. THE EXHIBITION
12
exact same relationship to the prompt.
2. “Selecting objects”.
technology, specifically about how imaging
or not this counts as an improvement.
Figure 12.2b
Pluto taken by New Horizons 16 hours before
Pluto taken by the Faint Object Camera of the
closest approach in July 2015. This is the raw, compressed
Figure 12.2a
Hubble Space Telescope in 1994; the highest resolution image
version seen by scientists shortly after midnight on 13 July. It
demonstrates the dramatic improvement in imaging science
achieved from Earth.
content available from a yby mission. The right-hand part is a
close-up of the pits in the heart-shaped region of Pluto.
359
I. THE EXHIBITION
a new subject can sometimes lead
Including
in a different direction from what you
you
imagined. This can be exciting or it
originally
be a dead-end, and you should explore a
can
further until you know. Let’s say that after
little
a bit more about the history of bicycle
reading
confused about where to start? The IB
Still
encourages students to place their
strongly
in the context of the core theme
exhibition
one of the other themes. If you are having
or
devising your exhibition, read the list
difficulty
prompts again but this time with a particular
of
in mind. You might find that you have
theme
clarity, for example, on prompt 29 “Who
more
gendered dimensions of the development
and
the bicycle, as well as how what we know
of
Pluto today has been shaped and
about
by its former status as a planet and
influenced
subsequent demotion. In this case, a broader
its
such as prompt 33 might be more
question
knowledge and Indigenous societies—you
of
remember reading about cultural appropri-
may
or stolen Indigenous artefacts in museums
ation
private collections (discussed in Chapters 5
and
10). Alternatively, the same prompt considered
and
in the context of knowledge and technolo-
might remind you of open source software,
gy
commons licenses or digital remix
creative
12
design, you want to explore the social, cultural
appropriate.
owns knowledge?” when seen through the lens
culture.
360
12.3 The cabinet of curiosities: Ferrante Imperato’s
Figure
in Naples, 1599
museum
play an important role in knowing—as
Objects
things that are known, the materials and tools
the
which we come to know things, or as
through
of the application of knowledge. Human-
results
objects are intertwined with the processes of
made
and are therefore suitable to be included
knowing,
the exhibition. Naturally occurring objects
in
relate to knowledge, such as celestial objects,
that
or rock formations can also be used.
clouds
that the exhibition asks for objects, it is
Given
appropriate to include living beings. Specific
not
of living beings may be used as long
photographs
it is the photograph, and not the being, that is
as
presented. We explore this nuance below.
being
objects may be too large to actually exhibit.
Some
may be privately owned or otherwise hard
Others
access. In these cases an image of the object
to
be presented instead. Digital objects, such as
can
tweet or an Instagram post, are also suitable for
a
exhibition. It should be clear whether you are
the
an image in place of the physical object
exhibiting
as a photograph of La Sagrada Familia
(such
Barcelona) or the image itself (such as the
in
photograph of Sharbat Gula by journalist
1984
McCurry called Afghan Girl). Note: in the
Steve
example, be clear that it is that particular
latter
featured on the National Geographic
photograph,
a photograph that is iconic and potentially
cover,
not the person. In the case of La Sagrada
and
your discussion should clearly focus on
Familia,
basilica as the object in the exhibition, rather
the
the qualities and features of the image such
than
about objects you have created? These may
What
included as long as they are pre-existing; that
be
they have not been specifically created for the
is,
of this exhibition. Challenge yourself to
purpose
meaning in objects that already exist in the
find
and be curious about the incredible things
world
the rest of the world’s humans have made,
that
and used. With this orientation you can
found
objects more interesting than any you
discover
have imagined. Margaret Mead describes
might
and inclusion—why these
Selection
and not others?
objects
making your selection of objects, be
In
about the objects you include and
curious
To practise, consider prompt 1
exclude.
counts as knowledge?”
“What
As a class, brainstorm at least 10 objects
1.
would include in an exhibition on
you
Discuss as a class what your objects reveal
2.
your biases and gaps
about
What kinds of knowledge are
(a)
underrepresented?
(b) Why did these not readily come to mind?
Consider again the 10 objects your class
3.
selected. Working on your own, select
has
that you would personally include.
three
your selection with that of a
Compare
Discuss where and how they differ.
partner.
were your reasons for including those
What
12
I.2.2 Selecting objects
What can I use and how do I choose?
as the lighting or perspective in the photograph.
this orientation as:
the open-mindedness with which one must look and
listen, record in astonishment and wonder, that which
one would not have been able to guess.
(Mead 1950)
For ref lection
this prompt.
problematic, that is the object of the exhibition,
specific objects and excluding the rest?
361
I. THE EXHIBITION
that objects do not speak for
Recognizing
how you represent them is essential
themselves,
this task. Creating a successful TOK exhibition
in
not only describing each object in its
includes
using generic objects or images that
Avoid
in for entire categories of things.
stand
you are exploring prompt 9 “Are
Suppose
types of knowledge less open to
some
than others?” and you wish
interpretation
discuss the interpretation of religious
to
Your exhibition will not benefit from a
texts.
image of bibles even if you have deep
stock
of biblical exegesis and can fully
knowledge
the magisterium of the Catholic
explain
or the Reformation principle of Sola
Church
Remember, the objects you present
Scriptura.
not obstacles to be overcome just so that
are
can move on to what you wanted to
you
to choose and contextualize objects that
Try
specific functions in the world,
perform
explain how this is the case. Consider,
and
example, the 2011 graphic novel Sita’s
for
context, but also connecting it to your
real-world
TOK prompt and justifying its inclusion
chosen
the exhibition. The better you contextualize
in
objects in a real-world setting, the more
your
will be your argument for why they
convincing
been included and how they respond to the
have
which retells the Hindu epic from
Ramayana,
perspective of the queen, repositioning
the
female character as the protagonist. This
the
interpretation is itself inspired by a
modern
of the Ramayana by the Bengali 16thcentury
retelling
poetess Chandrabati. Sita’s Ramayana
further entangled in questions about
is
the Ramayana can be considered a
whether
historical or religious text, and what
literary,
of these would mean about its openness
each
12
I.2.3 Linking your objects to the prompt
Representation
prompt.
tointerpretation.
write.
Figure 12.4 The front cover of Sita’s Ramayana (2011)
362
related pitfall to avoid is using objects to
A
ideas symbolically. In exploring, for
represent
prompt 6 “How does the way that
example,
organize or classify knowledge affect what
we
know?” you might offer an image of a
we
mirror to symbolize the fragmentation
broken
knowledge into separate disciplines. This
of
be a mistake.
would
is tempting to engage with objects
It
because we can attribute
symbolically
to any object and gain approval.
meaning
exhibition is intended to engage with
The
in their own right—with their origin
objects
uniqueness, purpose and meanings
stories,
those you personally give them.
beyond
prompt 6 still in mind, consider Figure
With
an image of The Siku Quanshu, the 18thcentury
12.5,
encyclopedia of Chinese knowledge.
79,000 chapters and 800 million words,
At
Siku Quanshu is a compendium of a body
The
knowledge so large in volume that it has
of
been surpassed by Wikipedia, and that
only
summary, the objects in your exhibition
In
meet these criteria.
should
They should be pre-existing, not created for
•
purposes of your exhibition.
the
They need to represent themselves, not
•
ideas.
abstract
only happened recently. It is organized
has
to traditional classification into
according
Branches ( 部 ): (a) the Classics ( 經 ), (b) the
“4
( 史 ), (c) the Masters ( 子 ), and (d)
Histories
Anthologies ( 集 )”. This complex system
the
over the course of 15 centuries
developed
does not neatly map onto the domains
and
knowledge in Western thought. Including
of
Siku Quanshu in your exhibition allows
The
to engage with its specific historical and
you
meanings and make compelling
cultural
to both the prompt and the world.
connections
can explore how applying categories
You
as “literature” and “philosophy” to
such
thought prior to the 18th century
Chinese
or distorts our understanding of them.
limits
you can consider limitations and
Indeed,
that occur when we apply one way
distortions
organizing knowledge to an intellectual
of
that organizes knowledge differently.
tradition
The Siku Quanshu, the 18th-century encyclopedia
order to make your objects relevant to the
In
you need a good understanding of
prompt,
specific origins and histories. It is helpful
their
draw on objects you are already familiar
to
or committed to finding out more
with,
in order to avoid misrepresentations,
about,
and generalizations.
oversimplifications
in this exhibition with objects
Working
in the real world keeps you
contextualized
for the claims you make about
accountable
I. THE EXHIBITION
12
Figure 12.5
of Chinese knowledge consisting of 79,000 chapters
• They should be specific, not generic.
363
I. THE EXHIBITION
you describe them, what you claim
them—how
how they fit in the world and how you
about
when referring to objects coming
Especially
material cultures you are not familiar
from
you should be respectful of the
with,
traditions they are embedded
knowledge
and the limitations of your own
in
One of the prompts (14) even
understanding.
“Does some knowledge belong only to
asks
communities of knowers?” When
particular
objects, consider what is your role
selecting
intention in having this object represented.
and
the story of the Ma-taatua Wharenui, a
Let
Maori meeting house (figure 12.6),
carved
as a lesson. In the 1870s, it was
serve
and packed onto a steamship
disassembled
from what is now known as New
travelling
to the British Empire Exhibition in
Zealand
trains across multiple destinations
and
the Empire, and was even trimmed to
in
inside museum buildings. It would be
fit
100years before this meeting house
another
returned home. On its first stop
ultimately
Sydney, the Ma-taatua was reassembled
in
the intricate carvings facing the outside,
with
full view of the visitors, but also in full
in
of Maori protocol. By way of this
disregard
the Mataatua went from being
transformation,
culturally significant gathering site to being
a
ethnological curiosity for strange people
“an
look at the wrong way and in the wrong
to
(Te Runanga o Ngati Awa 1990). Don’t
place”
like the British Empire. In the exhibition the
be
to represent objects is inseparable
opportunity
the responsibility to do it well and
from
accurately.
terms: Mataatua Visitor
Search
History
Centre
12
explain their relationship to the prompt.
Sydney. The Ma-taatua was hauled on ships
Mataatua Wharenui in Sydney 1879. Notice how the entire structure has been reassembled so that the interior carvings are now
Figure 12.6
on the exterior.
364
back to the three objects you chose in
Think
previous exercise, to represent prompt 1
the
counts as knowledge?” Reflecting
“What
your selection, consider the following.
on
Do your objects contain any of the pitfalls
1.
poor choices we discuss in this
and
Are you confident in your ability to offer
2.
accurate and responsible description of
an
Why would you say that you have chosen
3.
objects?
interesting
you work to establish the relationship
As
each of your objects and your
between
keep in mind how the exhibition is
prompt,
up as a whole. You add value not
shaping
by identifying, describing and linking
only
individual objects to the prompt,
three
also by selecting them such that they
but
present a nuanced understanding
collectively
example, in creating an exhibition around
For
4 “On what grounds might we doubt a
prompt
it would be a good idea to select objects
claim?”
highlight different causes for doubt.
that
one of the objects is Figure 12.7, a
Suppose
medieval miniature painting of Muslim
fake
at work. These paintings are a
scientists
phenomenon and they are done to
curious
degrees of sophistication. Many
various
paintings are for sale in Istanbul’s
similar
Second Hand Book Market (Sahaflar
historic
while many more circulate on the
Çarşısı),
A keen eye is often not enough to
internet.
them as modern forgeries, and at least
reveal
background knowledge in the history of
some
and technology or the history of art is
science
can reveal the difference between fakes
fields
the real thing. For example, there may be
and
in the timelines of the spread
inconsistencies
technologies, use of pigments that would
of
have been available at the time, or cultural
not
such as garments that would not
inaccuracies
been worn in the way depicted. So, the
have
miniatures show us that inconsistencies,
fake
by someone with experience and
detectable
knowledge, are good reasons to cast
specialized
might this object relate to your other two
How
say a screenshot of a deepfake video to
objects,
I. THE EXHIBITION
12
For ref lection
Being accountable for descriptions
section?
each of the objects?
I.2.4 Creating meaning
of the prompt.
Fake painting of Muslim scientists at work
Figure 12.7
doubt on a claim about a painting’s authenticity.
necessary. Experience and expertise in these
illustrate the role and limitations of intuition
365
I. THE EXHIBITION
doubt, and a tweet by a politician included
in
show doubt as distrust towards the claims-
to
Can you make our understanding of
maker?
more refined by substituting one or both
doubt
thinking about your exhibition as a whole,
In
how tensions between the objects and
consider
different ways they relate to the prompt can
the
to a more thorough understanding
contribute
the concepts in the prompt. How can you,
of
an intentional selection of objects, offer
through
compelling exploration of doubt, to follow the
a
we started out with?
example
if you have gone through the process
Even
been intentional about your choice
diligently,
objects and have a good sense about their
of
to the prompt, it is important that
relationship
articulate those decisions and intentions.
you
have 950 words to do this. The word
You
is generous enough for you to present
allocation
detail, and also difficult to fill if there is not
some
might be wondering how to approach and
You
this written component. How much
structure
should you give to individual object
space
versus discussing the prompt or the
descriptions
as a whole? The IB does not require a
exhibition
structure, and this gives you freedom in
specific
you write about and present your work. The
how
guidance may help you.
following
Open with an exhibition rationale. Why is
•
exhibition on this prompt significant?
the
will the exploration of this prompt
How
your selected objects help us better
through
the concepts in the prompt? You
understand
to be convinced of the rationale before
need
can write it convincingly. Include the
you
only if it adds value and allows
rationale
to open strongly. It does not have to be
you
than a sentence or two. Keep in mind
longer
this sets the tone for your exhibition and
that
it should not be trivial.
so
If you are placing your exhibition in the
•
of a theme, make this clear. Explain
context
it might be particularly interesting,
why
example, to look at prompt 9 “Are
for
types of knowledge less open to
some
than others?” through the lens
interpretation
Write significant descriptions of the
•
Focus on what is of significance—
objects.
details about their origin, history
which
ownership and use, past and current
of
are relevant? Which are essential
location
contextualizing each object in its place
to
the world? Your objects should be
in
grounded in a real-world
simultaneously
and linked to your chosen prompt.
context
of the objects’ description and the
Think
for including them into the
justification
as two sides of the same coin.
exhibition
Address “the big picture” of your
•
Once you have described and
exhibition.
each of your objects to the prompt,
linked
out and consider the picture that
zoom
To fail to do so would be a missed
emerges.
to extract meaning from the
opportunity
Ideally, each of your objects will
exhibition.
a unique relationship to the prompt. By
have
these three specific objects together,
putting
should be able to say something unique
you
the prompt. What do your chosen
about
seen together, allow you to say about,
objects,
example, what counts as knowledge, or
for
what grounds we might doubt a claim?
on
may be tensions and contradictions
There
your objects; this is not something
between
need to hide or necessarily aim to
you
Indeed, you may have even
resolve.
selected your objects to create
intentionally
tensions. Highlighting them in relation
these
the prompt demonstrates that you have
to
understanding that knowledge manifests
an
the world in complex and messy ways. If
in
well, this can add depth and nuance to
done
the purpose of the written account
Ultimately,
to make your thinking visible to anyone who
is
visiting your exhibition, even virtually, and
is
may not know you and your motivations.
who
12
of these objects for a different one?
of knowledge and religion.
I.2.5 Writing it all up
Making your intentions visible
much substance to your exhibition.
your exhibition.
366
written explanation should convince
The
that you have not found these objects
them
chance, and that you have thought about
by
can articulate the reasons for including
and
in your exhibition. In doing this, you are
them
that you understand how TOK
demonstrating
determine how well you have done on the
To
your teacher will use the rubric
exhibition,
As you develop your exhibition, consult
below.
to ensure that you understand the demands
it
I. THE EXHIBITION
12
I.3 Assessment for the TOK exhibition
of the task, and that you are meeting them.
manifests in the world.
Does the exhibition successfully show how TOK manifests in the world around us?
Excellent 9–10 Good 7–8 Satisfactory 5–6 Basic 3–4 Rudimentary 1–2 0
The exhibition
The exhibition
The exhibition
The exhibition
The exhibition
The
clearly identifies
identifies three
identifies three
identifies three
presents three
response
three objects
objects and
objects, although
objects, although
objects, but
does not
and their specific
their real-world
the real-world
the real-world
the real-world
reach the
real-world
contexts. Links
contexts of
contexts of the
contexts of these
standard
contexts. Links
between each of
these objects
objects may be
objects are not
described
between each
the three objects
may be vaguely
implied rather than
stated, or the
by the other
of the three
and the selected
or imprecisely
explicitly stated.
images presented
levels or
objects and the
IA prompt are
stated. There
Basic links between
may be highly
does not
selected internal
explained,
is some
the objects and
generic images
use one
assessment
although this
explanation
the selected IA
of types of object
of the IA
(IA) prompt are
explanation may
of the links
prompt are made,
rather than being
prompts
clearly made and
lack precision
between the
but the explanation
specific real-world
provided.
well-explained.
and clarity in
three objects
of these links is
objects. Links
There is a strong
parts.
and the selected
unconvincing and/
between the
justification of
IA prompt.
or unfocused. There
objects and the
There is a
the particular
is a superficial
selected IA prompt
justification of
There is some
contribution that
justification for
are made, but
the contribution
justification for
each individual
the inclusion of
these are minimal,
that each
the inclusion of
object makes to
each object in the
tenuous or it is
individual object
each object in
the exhibition.
exhibition.
not clear what the
makes to the
the exhibition.
All, or nearly all,
student is trying
exhibition. Many
Some of the
Reasons for the
of the points are
to convey.
of the points
points are
inclusion of the
well-supported
are supported
supported by
objects are offered,
There is very
by appropriate
by appropriate
evidence and
but these are
little justification
evidence
evidence and
references to
not supported
offered for the
and explicit
references to
the selected IA
by appropriate
inclusion of each
references to
the selected IA
prompt.
evidence and/
object in the
the selected IA
prompt.
or lack relevance
exhibition. The
prompt.
to the selected
commentary on
IA prompt. There
the objects is
may be significant
highly descriptive
repetition across the
or consists only
justifications of the
of unsupported
different objects.
assertions.
Possible characteristics
Focused
Adequate
Simplistic
Ineffective
Convincing
Competent
Limited
Descriptive
Lucid
Relevant
Precise
Coherent
Acceptable
Underdeveloped
Incoherent
367
II. THE ESSAY
other way you demonstrate your learning
The
TOK is by writing an essay, in response to
in
of six prescribed titles (PTs) issued by the
one
each year. Unlike creating an exhibition,
IB
writing tasks are something you will be
extended
with. And yet there are some differences
familiar
the TOK essay and other essays or
between
written tasks. An effective TOK essay is an
long
of TOK concepts and ideas, through
exploration
development and articulation of arguments,
the
by real examples representing a
supported
of perspectives, and consolidated into
diversity
conclusion that is of consequence. The essay is
a
opportunity to demonstrate that knowledge
an
in the world, and has significant
matters
and consequences.
implications
PTs published by the IB will be in the form of
All
questions, which we discussed earlier in
knowledge
chapter. A worthy reminder here, however,
this
regarding the contestability of knowledge
is
will by definition be open to
questions—they
multiplicity of possible good answers. But
a
say that there is no right or wrong answer
to
a knowledge question is not the same as to
to
there are no poor answers to a knowledge
say
The TOK essay task asks for an
question.
of the knowledge question contained
exploration
the PT, but also asks for this to be done
within
Next, you should have an opportunity to share with your teacher your ideas about
2.
you are planning to explore your chosen PT.
how
Based on this discussion and your teacher’s feedback, you will proceed to
3.
a draft of the essay.
write
the following pages, we walk through
In
elements in the thinking and writing
different
for the essay and offer some essential
process
on moving through them while
guidance
Your teacher will read your draft and comment with suggestions
4.
how it can be improved, and you will get an opportunity to act
on
Finally, you will hand over a final version of your essay
5.
submission to the IB.
for
address perhaps the biggest pitfall of all
We
at the start: you will notice that at no
here
in the process does it say “visit one of the
point
TOK help websites online” or “google
many
12
I I . T H E E S S AY
clearly and critically.
1. First, together with your teacher or as a class, you will discuss the list of PTs.
on these comments and incorporate the feedback.
avoiding some of the most common pitfalls.
your PT word for word”. Whatever you do,
368
not let the internet be the first place you
do
to start thinking about your essay. There
go
a lot of material online specific to the TOK
is
designed to “help” with the task, and the
essay,
you find there can be poor, misleading or
advice
Some websites even prey on students’
outdated.
and charge for their “service”. If
insecurities
have worked through this book, you know
you
you need to know to tackle the essay.
what
confidence in that knowledge and in your
Have
we dive in, here is an overview of the
Before
of the task.
requirements
The essay has to be written on a single PT
•
the examination session that you are
from
in. You may not write your own
registered
or alter a PT in any way. Your essay
title
be a full and direct response to the
should
which should be clearly stated at the
PT,
The word limit for the essay is 1600words.
•
examiner is not required to read
The
over this word limit. An essay
anything
is significantly under the word limit
that
self-penalizing and unlikely to be a fully
is
response to the PT.
developed
There is no prescribed structure for
•
theessay.
you first see the list of PTs, much like the
When
exhibition prompts, they might strike you
TOK
very abstract and conceptual. Unpacking
as
the TOK concepts and key
them—identifying
something you will want to do for all
words—is
to some extent. This process will help you
PTs
your understanding of what each PT is
clarify
and how you might approach answering
asking
also, which is the one you wish to explore
it;
However, endlessly unpacking PTs can
further.
you that confidence. In fact, the model
give
templates and suggested examples
responses,
something away from you that is far more
take
your unique, individual approach
important:
the questions. Teachers have been warning
to
about this for years and we hope that
students
will trust us, and trust yourself. Provide
you
with time and space to think and
yourself
critically, honour your knowledge and
reflect
is enough—and let the essay be a
experience—it
The TOK essay is not primarily a research
•
You are not expected to do a review
task.
the literature or find out what everyone
of
you has said on the topic. That said,
before
you refer to someone else’s
whenever
or ideas, you must cite the source.
words
you have questions or need further
If
about what and how to cite, ask
guidance
The essay should be formatted in a
•
font (such as Arial) in 12 pt, and
standard
spaced throughout. No cover page
double
other special formatting is necessary.
or
No identifying information, such as your
•
or candidate number, should appear
name
the essay document. The script should
in
anonymous in order to support the
be
emphasize unpacking PTs here because
We
is the first step in ensuring a sustained
this
of knowledge in your essay.
discussion
helps you identify what it is that you
It
maintain focus on as you begin to
should
Failure to do this can mean that you
write.
into your essay with an inaccurate
launch
of the demands of the question.
interpretation
connection of your essay to the PT is one
The
the aspects that is assessed, and this needs
of
be clear to you in order to be clear in your
to
Let’s practise unpacking one of the
writing.
II. THE ESSAY
12
ability to think independently. No website can
celebration of what you have learned in TOK.
your teacher.
top of your essay.
impartiality of the marking.
II.1 Unpacking the PT
turn into a form of procrastination.
prescribed PTs.
369
II. THE ESSAY
what extent do the concepts that we use
“To
the conclusions that we reach?”
shape
good place to start is to pay attention
A
the requirements in the PT. Some PTs
to
specify an AOK to be discussed, or the
will
of AOKs you must explore in the
number
Follow these requirements closely; your
essay.
must address the PT fully in order
response
be effective. If the PT calls for two AOKs,
to
a third and a fourth is seen as taking
including
and words away from offering a
attention
analysis of the two that were required.
deeper
particular PT leaves that open—you can
This
discuss any number of AOKs, as
technically
key terms that stand out are “concepts”
The
“conclusions”. Having an understanding
and
these terms, and offering a discussion around
of
will be crucial to an effective response.
them
is where students sometimes turn to
This
definitions. This is ineffective and
dictionary
discouraged for a reason—unless you
strongly
specifically discussing the formation of
are
as a knowledge issue, it is mostly
definitions
to rely on and include dictionary
unhelpful
of key terms in your TOK essay.
definitions
consider what concepts look like in
Instead
AOKs, starting perhaps with the
different
you have encountered in your subjects.
concepts
these concepts generally accepted, or
Are
among practitioners in the AOK they
disputed
to? What are the relationships between
belong
and theories, schools of thought or
concepts
And what kind of conclusions do
ideologies?
different AOKs seek to reach? Are concepts
the
and useful for being able to reach
necessary
in these AOKs? Think about
conclusions
like these early and you will be well
questions
to develop a strong essay.
placed
also that this PT asks a question of
Note
this type of question is common in PTs.
extent;
can be given a statement or quote and
You
about the extent to which you agree
asked
it, or the extent to which this is the case
with
a number of AOKs. This specific PT asks
in
the extent of the influence of concepts
about
conclusions, and offers the term “shape” to
on
that influence. You should evaluate
describe
extent of the shaping influence of concepts
the
then there is the word “we”—very easy
And
overlook, and yet critical to an effective
to
In a PT, always look for the knower
response.
community of knowers that is being
or
to. Is it mathematicians, historians,
referred
scientists, or is it—as is the case in
experts,
PT— an unspecified “we”? “We” should
this
be taken as an invitation to write an essay
not
a general group of unspecific knowers,
about
if such a group even existed. Instead, it
as
be seen as an opportunity to explore
should
knowers. For instance, does the
different
of concepts on conclusions differ
influence
experts versus non-experts? Is it more
for
is important to flag that you must make sure
It
to alter the PT in the process of unpacking it,
not
to respond to it exactly as it was presented.
and
a few questions in relation to the
Brainstorming
can be helpful to identify in which directions
PT
take your response, but these questions
to
not displace the PT. In the case of this PT
must
might consider whether it is possible to
you
different conclusions by using the same
reach
or the same conclusion by using
concepts,
concepts. As you begin writing, always
different
that your discussion is related to what the
check
is asking for and that you are giving adequate
PT
to all the key terms in the PT.
attention
this sequence, try unpacking a
Following
all—of the PTs in your session. If you
few—or
doing this for practice before they become
are
try one of the PTs in the sections
available,
or a different one provided by your
below,
teacher.
12
Consider this PT from May 2016.
on conclusions throughout your essay.
long as you consider different perspectives.
significant in one AOK as opposed to another?
370
unpacking the PT is something you do
Finally,
as a step in the process of thinking about
both
essay and in the writing of your essay.
your
effective introduction will include your
An
of what the question is asking
understanding
as well as your plan for how you are going
for
approach and explore it. Meaningfully
to
the prescribed title is a critical first
unpacking
in structuring the argumentative arc of
step
response.
your
you have a good understanding of the
Once
title and what it asks for, it is time
prescribed
articulate a few arguments in response, and
to
thinking about what kind of evidence you
start
offer in support. Note here that the way you
can
your response in writing does not need to
advance
your thinking process—will you lead with
follow
examples, or with your arguments? Either
your
how you might construct a response
Consider
this PT from May 2016.
to
knowledge there is always a trade-off
“In
accuracy and simplicity.” Evaluate
between
statement in relation to two areas of
this
knowledge.
is a lot in this PT that requires careful
There
For example, the title says “in
unpacking.
without identifying a specific
knowledge”,
or context. You may choose to respond
process
this title by exploring how the trade-off
to
accuracy and simplicity manifests
between
the context of 1) the production and 2) the
in
of knowledge in two AOKs. Before
transfer
continue, it is important to note that when
we
PT calls for a discussion of the production
a
knowledge, then it is appropriate to focus
of
on the activities of specialists and
specifically
fine for the purposes of the TOK essay, and the
is
of your essay should be able to adapt to
structure
fact, conforming your essay to a strict
In
of claim-counterclaim or example-
structure
can lead to generalizations,
counterexample
distinctions, misrepresentations and
arbitrary
dichotomies. Exploring a range of evidence,
false
within and across AOKs, allows you to
from
some nuance and honour the complexity
offer
messiness of knowledge in the real world.
and
is essential that your examples are grounded
It
the real world, that they refer to how actual
in
and students of different disciplines
practitioners
and share knowledge. Hypothetical and
gain
examples, as well as anecdotal ones
speculative
are impossible to verify, are therefore rarely
that
The kind of support you offer for your
effective.
should reflect what you have learned
arguments
this course about what makes for good
in
evidence.
the first part of your essay you can explore
In
alleged inverse relationship between
the
and simplicity in how knowledge
accuracy
produced in two AOKs. Combinations of
is
proof and natural laws, models
mathematical
economic and biological processes, scientific
of
political theories, historical narratives
and
art performances can be invoked here
and
explore the accuracy and simplicity in
to
production.
knowledge
It is not uncommon for students to
•
choose AOKs that seem
opportunistically
give opposing answers to the question
to
hand. This can result in arguments
at
one thing happens in one AOK and
that
the opposite happens in the other.
exactly
arguments tend to be supported by
These
examples, that misrepresent
oversimplified
II. THE ESSAY
12
the type of prescribed title you have chosen.
II.2 Articulating arguments and
supporting them with examples
Here are some pitfalls to avoid
experts in the AOKs.
the AOKs as monoliths.
371
II. THE ESSAY
Another weak approach is to offer
•
both in favour and against the
arguments
in both AOKs, effectively concluding
title,
This “both-sides-of-the-story”
nothing.
sounds as if you are doing
approach
without evaluating the relative
TOK—but
of the arguments in context, there is
merits
much to say at the end.
not
Another pitfall is to hang onto a strong
•
in the PT, such as “always”, and
word
that while there may be a tradeoff
argue
between accuracy and simplicity,
is not always the case in your chosen
this
This approach can be limiting
AOKs.
you only offer a counterexample and
if
it at that. However, if you can
leave
some discussion or analysis of the
offer
this approach may still
counterexample
the example of this prescribed title, you
In
make a more nuanced argument, such
can
Engaging with a diversity
II.3
perspectives and evaluating
of
the TOK essay you will need to demonstrate
In
of multiple points of view, as
awareness
as an ability to evaluate them. These
well
points of view can come from various
different
On a big-picture level, there are
perspectives.
perspectives of the different AOKs—the
the
the human and natural sciences, history
arts,
mathematics. Within each AOK there
and
different fields or disciplines, and within
are
of the disciplines there are subdisciplines
each
schools of thought. Even within a single
and
there can be a multiplicity of
subdiscipline
made by a variety of
perspectives—claims
For example, in the visual arts
claims-makers.
can have the perspective of the artist, the
we
critic, the student of art, the curator, the art
art
simplicity in one or both of your AOKs
and
best described as something other than
is
trade-off. You can then give examples of
a
specific conditions of the production of
the
in your AOKs, and how they
knowledge
the relationship between accuracy and
affect
the second part of the essay you may turn
In
the transfer of knowledge in the same two
to
Throughout this book we discuss
AOKs.
of the distortions that arise when
examples
is simplified for the purpose
knowledge
education—for example in the way it is
of
in textbooks. You might recall
presented
from genetics (Chapter 7), history
examples
9) or economics (Chapter 8). You
(Chapter
argue that this trade-off is inevitable
may
order for the transfer of knowledge to
in
and examine the effect—positive or
work,
sacrificing some degree of
negative—of
for simplicity.
accuracy
awareness of different perspectives is
Your
through the selection of points of
reflected
that you include in your essay. But more
view
than just having them represented is
important
you do with the different perspectives—
what
kind of analysis and evaluation can
what
offer? One thing that is often overlooked
you
students in such analyses is that the
by
among disciplines and AOKs are
similarities
interesting as the differences. When we
as
similarities between two academic
encounter
about what counts as evidence or what
fields,
means to give an explanation, it is important
it
pause and consider not only what makes
to
different, but also how they are similar
AOKs
the ways they produce, share and apply
in
whenever we focus on the differences,
And
we so often do in TOK, it is important to
as
where do these differences come from?
ask:
come reliability and accuracy take on
How
12
simplicity.
be successful.
as that the relationship between accuracy
differences
knowledge.
collector, the audience and so on.
372
meanings in different AOKs? Does
different
legitimacy of experts come from different
the
in different AOKs? It is not enough
sources
way of TOK analysis to say that different
by
happen in mathematics and history
things
they are different AOKs; that is
because
how you might engage with and
Consider
different points of view in this PT
evaluate
is no reason why we cannot link facts
“There
theories across disciplines and create
and
common groundwork of explanation.”
a
what extent do you agree with this
To
might notice that the title contains the
You
word “we”, and we discussed earlier
tricky
it is important and necessary to specify
why
it is referring to. In this specific title,
whom
can choose to answer the question with
you
to, for example, 1) experts and
reference
who produce knowledge, 2)
researchers
and communicators who disseminate
teachers
or 3) students and individuals
knowledge,
acquire and make sense of knowledge.
who
of these groups of knowers, and
Each
are likely to have different reasons
subgroups,
why we can or cannot “create a common
for
of explanation”. Notice how in
groundwork
the key term “we” you are inviting
specifying
perspectives into your essay. This is
different
else to keep in mind is that in an
Something
a raft of rhetorical questions is not a
essay
for analysis. Your analysis might raise
substitute
questions than it answers, but it must
more
Drawing conclusions that are of
II.4
consequence
you have done the work we talked about so
If
by this point you should be well placed to
far,
differences and, as we mentioned earlier,
their
Even if it is difficult to articulate,
similarities?
is still worth thinking about why it is that we
it
these different ways of coming to know
have
the world. Let’s see what this looks like
about
practice.
in
meaningful conclusion; the better you do
a
the more convincing the outcome of your
this
will be. In what context and at what
analysis
are you going to explore the linking of
level
PT in itself deals with multiple
This
various points of view
perspectives—the
exist across disciplines. Consider in
that
ways linking facts and theories across
which
from the same AOK (economics,
disciplines
and psychology, for example)
anthropology
differ from doing the same across
might
and mathematics. In your essay
history
should demonstrate awareness of the
you
and differences between and
similarities
AOKs, as well as the source of those
within
and differences. What might
similarities
the source? Consider what role having a
be
set of methods and tools, or having a
similar
main pitfall you are going to want to
The
here is generalizing perspectives at
avoid
level of AOKs, uncritically presenting
the
as monoliths; for example, “in the
disciplines
your essay meaningfully. Below we
conclude
what that could look like.
discuss
conclusions should leave the reader—and
The
a sense of having got somewhere
you—with
the end of your essay. In other words, we
at
not be back exactly where we started,
should
come full circle, to conclude that “it
having
or that it is true “to some extent”. We
depends”
that already, and 1600 words later, ideally
knew
would know a bit more. By the time you
we
II. THE ESSAY
12
obvious. What can you say about the source of
from the May 2015 session.
facts and theories?
statement?
shared set of assumptions, plays in this PT.
arts we see X, while in the sciences we see Y.”
an important step towards being able to draw
answer some.
373
II. THE ESSAY
to present the conclusion, you should be
need
to say something about what it depends on,
able
the circumstances are, which factors affect
what
and why we should care about any of it.
it
so, if you remember one thing about TOK
And
conclusions, let it be this: do not just give
essay
the possibility of knowing. Yes, we spend
up
lot of time and effort in TOK questioning
a
reliability and skill of those who produce
the
the legitimacy and trustworthiness
knowledge;
the institutions or persons who disseminate
of
and our own ability to discern among
it;
and often conflicting perspectives.
multiple
much so, it seems, that in the end students
So
what you might conclude in
Consider
to this PT from May 2014.
response
which is accepted as knowledge today
“That
sometimes discarded tomorrow.” Consider
is
issues raised by this statement in
knowledge
areas of knowledge.
two
has the word “sometimes”—and it would
It
easy, but also underwhelming, to flatly
be
on the basis of your extensive
conclude
that yes, sometimes this or
exploration
can be the case; the end. This title also
that
another tricky word, “tomorrow”, that
has
well drag you into entirely speculative
could
about what might happen to
conclusions
in different fields in the future.
knowledge
you will have recognized both
Hopefully
these challenges with the title well in
of
and written an essay that discusses
advance,
second part of the prescribed title:
the
knowledge issues that arise from this
the
strong conclusion should demonstrate
A
ability to extract meaning from the
your
of knowing, with little to inspire
challenges
in knowledge. It can be tempting,
confidence
this standpoint, to conclude that since so
from
of knowledge is contestable, uncertain,
much
and tentative that it is all relative,
incomplete
unreliable and suspect. We hope that
biased,
your conclusion, and in what you take away
in
TOK, you can see both the difficulties of
from
knowledgeable and the achievement
becoming
having overcome them.
of
knowing, TOK is not easy, but it is not
Like
either. It should certainly not be
impossible
kind of frustrating that makes it hard to
the
why knowledge matters in the world.
appreciate
perspectives you have explored.
different
what have we learned from when
Consider:
how knowledge has been discarded in
and
past? On what grounds was it discarded?
the
happens to discarded knowledge in
What
chosen AOKs? If there were significant
your
surprising similarities and differences
or
your AOKs—how can you
between
strong conclusion also requires an
A
of the implications of the
awareness
and the ability to articulate a
conclusion
that is of consequence. So,
conclusion
what does the possibility of being
consider:
mean for the knowledge we have
discarded
that we offer questions here to give you
Note
sense of the kinds of ideas you can include
a
a conclusion. You can also offer some
in
questions, but it is expected
outstanding
you will attempt to answer them, and
that
courageously—if provisionally—to
respond
12
can be overwhelmed with the limitations and
It matters too much to give it up.
explain these?
today and the confidence we have in it?
statement in two AOKs.
the PT.
374
examiner will refer to the rubric below to
Your
your essay. You too can refer to it in
evaluate
process of writing your essay to understand
the
criteria, self-assess and make sense of your
the
II. THE ESSAY
12
II.5 Assessment for the TOK essay
teacher’s feedback.
Does the student provide a clear, coherent and critical exploration of the essay title?
Excellent 9–10 Good 7–8 Satisfactory 5–6 Basic 3–4 Rudimentary 1–2 0
The discussion
The discussion
The discussion
The discussion is
The discussion is
The
has a sustained
is focused on
is focused on
connected to the
weakly connected
discussion
focus on the title
the title and is
the title and
title and makes
to the title.
does not
and is linked
linked effectively
is developed
superficial or limited
reach the
While there
standard
with some links
effectively
links to areas of
to areas of
may be links
to areas of
knowledge.
described
knowledge.
to areas of
to the areas of
by the other
knowledge.
knowledge.
The discussion is
knowledge, any
Arguments are
levels or
Arguments are
relevant points
largely descriptive.
Arguments are
clear, coherent
is not a
clear, coherent
and supported
offered and are
Limited arguments
are descriptive
response to
supported by
and effectively
or consist only
by examples.
are offered but they
one of the
supported
examples.
are unclear and are
of unsupported
There is
prescribed
assertions.
not supported by
by specific
There is some
awareness and
titles for
effective examples.
examples. The
the correct
awareness of
some evaluation
implications of
assessment
different points
of different
arguments are
session.
of view.
points of view.
considered.
There is clear
awareness and
evaluation of
different points
of view.
Possible characteristics
Pertinent
Ineffective
Underdeveloped
Insightful
Acceptable
Descriptive
Basic
Relevant
Mainstream
Convincing
Accomplished
Superficial
Adequate
Incoherent
Analytical
Lucid
Formless
Organized
Competent
Limited
375
as unspoken and unspeakable truths
art
295–7
artisanry and women creatives
artwork,
282–3
repatriation and redistribution of
patrimony,
297–304
art
as a response to transgression
censorship
315–16
all culture belong to all humankind?
does
303–4
knowledge, indigenizing the
decolonizing
118–19
curriculum
education for tolerance and mutual
religious
162
understanding
arguments and supporting them
articulating
examples 372–3
with
conclusions that are of consequence
drawing
374–5
with a diversity of perspectives and
engaging
differences 373–4
evaluating
in the human sciences
experimentation
235–7
the frontier of conventional historiography
at
269–73
markers of signicance and
changing
omissions 256–7
correcting
and its “others” coexisting in time
history
249–50
unpacking the PT 370–2
censorship of the past 316
A
ethics 18
academic freedom 50–2
certainty 15
accuracy 220–2
arts 312–20
climate justice 242–3
colonization 99–100
can AI be unethical? 82–6
AIDS 178–80
coming to know 120–1
Ainu 113–14
history 273–4
appropriation of artworks 301–2
complexity 199–200
human sciences 240–3
mathematics 347–8
concepts 15–16
Easter Island and the British Museum 302–3
representing Indigenous Peoples 133–5
role of museums 303–4
conservation 121
articial intelligence (AI) 82–6
science 202–4
battle of religious conservationists 159
credibility 20–1
secular alternatives to religious ethics 163–4
arts 278–81
art and access 292–5
cultural property 300–1
technology 77–8
ethnographic methods 229–30
evidence 15
artists and artisans 281–3
culture 16
experimentation 194–5
D
artworld and the art market 294–5
deaf culture 100–1
replicability and reproducibility 237–9
censorship 315–16
expert knowledge 28–9, 292–2
decolonization 118–19
ethics 312
Democracy Club 45–6
explanation 16
ethics of aesthetics 316–20
dialects 94–5
expertise and aesthetic judgment 291–2
F
digital subcultures 46–50
Han van Meegeren 287–91
digital technology 72–5
facts 12–13
it is what it is, but is it art? 284–5
faith 23
Dinesh, Nandita 307–9
method and art education 304–6
discovery 248–51
false balance 35–7
method and art production 306–9
falsicationism 168
diversity 20–1
diversity and histories 253–4
feminist critiques 190–2
diversity and many mathematics 334–6
eldwork 229–30
pigment feuds 310–11
lter bubbles 39–43
power of art to inuence ethics 312–15
linguistics and epistemic diversity 93–6
role of the audience 315
tools and instruments in art 309–11
E
G
echo chambers 39–43
genetics 186–7
truth and knowledge in art 284–6
Gettysburg, Battle of 269–70
atoms 175–6
education 116–17
governance 28–9
Australian Aboriginals 115–16
authority 9
Ladakh, India 117–18
H
land-based education 119–20
habits 13–15
B
herbalism 130–2
barter 220–1
electrons 176
beliefs 10–12
historiography 252, 269–73
history 246–7, 261
category of problematic beliefs 19
emergence 201
emotion 108–9
Benin Bronzes 298–9
Boke, Charis 130–2
English as global lingua franca 96–9
Battle of Gettysburg 269–70
epistemic injustice 20–1
Boyle, Robert 23
can history know itself? 275–6
Buddhism 141–2, 165–6
essay (PT) 369–70
diversity and histories 253–4
C
assessment for the essay 376
campus politics 50–2
does the past speak for itself? 264
ethics 273–4
censorship 315
376
understanding and textbook
international
257–61
revision
the past by the standards of the
judging
276–7
present
history and thresholds of signicance
making
254–7
natural laws to human behaviour
applying
212
in the human sciences
experimentation
235–7
to growth and limits of human
limits
243–5
knowledge
and objectivity in eldwork and
neutrality
methods 229–30
ethnographic
are the humans in human sciences?
who
222–4
knowledge as local, holistic and
indigenous
114–15
dynamic
ecological knowledge (TEK)
traditional
127–32
do we know what we know about
how
101–3
language?
and the other-than-human world
language
106–8
conversant in the language of the
becoming
322–4
universe
Simpson and Fermat’s last theorem
Homer
346
should mathematics be taught and
how
342–3
communicated?
what ways can mathematics be known?
in
344–5
and the mathematical community
individuals
327–30
mathematics universal or culture-bound?
is
330–4
pure mathematics ethically neutral?
is
348–50
for numbers in the brain and in
looking
332–4
culture
mathematics discovered or invented?
was
325–6
coming to know 120–1
history of history 267–9
conservation 121
Inca writings 90–1
education for all 116–120
Indigenous Peoples 124–7
ethics and politics of representation 133–5
just language 109–10
literacy and discovery 248–51
language and colonization 99–100
perspectives 116
perspectives 251–3
research as a relational activity 123–4
language, emotion and truth 108–9
role of language 124–7
should history “be” something? 274–5
limitless language 88–92
study of the past 247–8
songlines 115–16
linguistics and epistemic diversity 93–6
using history to predict the future 270–2
neuroscience 102–3
what remains of the past? 261–7
problems with translation 104–5
uncontacted peoples 136–7
HIV 178–80
who and what is indigenous? 112–13
religious knowledge and language 154
Hobbes, Thomas 23
role of metaphor 92–3
intellectual entitlement 18
Hobson-Jobson 99
intellectual humility 9–10
liberation theology 164
human sciences 206–9
lies 32–5
interpretation 15
limits of knowledge 243–5
limits to growth 243–5
J
destigmatizing loss of condence 239–40
ethics 240–3
literacy 248–51
justication 15
M
K
heroines and heretics 218–19
knowledge 1–3
mathematics 321–3
implications of WEIRD research 224–9
beauty 341–2
appeals to authority 9
is good parenting universal? 225–7
category of problematic beliefs 19
concepts 15–16
diversity and many mathematics 334–6
epistemic diversity and epistemic justice 20–1
mathiness and physics envy 209–11
doing impossible mathematics 345–7
ethics 18
myth of barter 220–1
ethics 347–8
“here be dragons” 5–6
how we run away from facts 12–13
perspectives 213–16
impact of ignorance 6–7
politics and science of pain 213–15
intellectual entitlement 18
intellectual humility 9–10
replicability and reproducibility 237–9
knowledge matters 7–8
simplicity and accuracy 220–2
knowledge, or knowledges? 3–4
trouble with normality 216–18
perspectives 8–9
what we measure matters 231–5
thinking patterns and habits 13–15
varying our metaphors of knowledge 16–17
why do people believe strange things? 10–12
I
your intellectual autobiography 17–18
IB assessment 356
mathematical uency 343
mathematical indivisibles 328–3
essay 369–76
exhibition 357–68
mathematical proof 337–8
L
mathematical proof in the digital age 339
knowledge questions 356–7
Ladakh, India 117–18
ignorance 6–7
non-surveyable proof 339–40
language 87–8
professional standards 353–5
Inca writings 90–1
babies and foetuses 109
indigenization 119
trouble with statistics 350–3
deaf culture and signed languages 100–1
Indigenous Peoples 111–12
dialects 94–5
Ainu of Japan 113–14
English as the global lingua franca 96–9
appreciation or appropriation 135–6
mathiness 209–11
377
otherwise by measuring differently
knowing
233–5
disasters and explanations in religious
natural
160–1
knowledge
pure mathematics ethically neutral?
is
348–50
the past by the standards of the
judging
276–7
present
politics with psychographic
disrupting
52–7
technology
and Boyle on knowledge, power and
Hobbes
23 faith
power and the politics of knowledge
religion,
152
and transferring knowledge in
acquiring
153–4
religion
power and the politics of knowledge
religion,
152
education for tolerance and mutual
religious
162
understanding
the sharing of scientic
democratizing
182
knowledge
in the application of scientic
ethics
203–4
knowledge
and the articial in experiments
natural
195–6
emergence and complexity
reductionism,
199–201
and responsibilities of scientic journals
role
180
statistics and the “prosecutor’s fallacy”
faulty
351–3
secular Buddhism 141–2
physics envy 210–11
measuring 231–3
spiritual and political 142–3
pigment feuds 310–11
touchpoints and tensions 141
pluralism 50–2
Mendel, Gregor 186–7
what is and is not religion? 139–41
politics 22–3, 43–6
metaphors 92–3
women and religion 149–52
campus politics 50–2
microtargeting 56–7
repatriation of artworks 299–300
danger of fair and balanced 37–8
Mitchell, Joseph 45–6
what is cultural property? 300–1
digital subcultures 46–50
morality 163–4
replicability 237–9
museums 302–4
reproducibility 237–9
do artefacts have politics? 78–80
responsibility 16
do lies spread faster than truth? 32–5
N
responsibilities of scientic journals 180
nature 155–8
echo chambers and lter bubbles 39–43
responsibilities of technologists 81–2
battle of religious conservationists 159
expert knowledge and governance 28–9
restitutive history 274
Neptune 173–4
S
impact of behavioural microtargeting 56–7
science 167–9, 193
neuroscience 102–3
is everything political? 24–7
is there a post-truth public sphere? 31–2
neutrality 35–7
cost-benet analysis 204–5
Overton window 29–30
eldwork and ethnographic methods 229–30
politics and science of pain 213–15
disagreement in the public eye 189
religion 142–3
neutrinos 175
disseminating scientic knowledge 181–5
ethics 202
Newton’s laws of gravity 173–5
no-platforming 50–2
ethics in scientic methodology 202–3
representing Indigenous Peoples 133–5
truth, neutrality and false balance 35–7
non-violent moral protest 166
post-colonial critiques 192–3
normality 216–18
falsicationism 168
power 15, 23, 152
feminist and post-colonial critiques 190–3
is knowledge power? 170–1
O
is knowledge power? 170–1
objectivity 16
power of art to inuence ethics 312–15
Mendel in the textbook 186–7
psychographic technology 52–7
eldwork and ethnographic methods 229–30
science 198–9
psychometrics 72–5
observation 194
objectivity 198–9
observation and experimentation 194–5
scientic observation as method 196–7
R
what is observable? 195
reductionism 200–1
Overton window 29–30
religion 138–9, 161
science as golem 205
P
does religion seek truth? 146–7
science communication 183
pain 213–15
engaging with religious multiplicity 145–6
science for citizenship 188–90
parenting 225–7
liberation theology 164
scientic consensus and disagreement 177–81
past 247–8, 261–7
morality and religion 163
censorship of the past 316
scientic observation as method 196–7
multiple perspectives 147–8
students of science 185
religion and nature 155–61
two historical perspectives on science 171–6
religion and science 144–5
patta-nikkujjana-kamma 166
signed languages 100–1
Pauli, Wolfgang 175
religion and violence 164–6
simplicity 220–2
perspectives 8–9
social networks 72–5
human sciences 213–16
songlines 115–16
Indigenous Peoples 116
statistics 350–1
religion 147–8
religious knowledge and language 154
secular alternatives to religious ethics 163–4
science 171–6
378
T
58–60
technology
we predict the impacts of technology?
can
80–1
technology, social networks and
digital
72–5
psychometrics
outside the scope of technology
knowledge
63
sharing and universal access to
preserving,
70–1
knowledge
between technology and society
relationship
64
U
Nations Earth Charter 157
United
V
Thorsten 50–1
Veblen,
W
164–5
war
(Western, Educated, Industrialized, Rich,
WEIRD
222–4
Democratic)
295–7
do lies spread faster than truth? 32–5
application of scientic knowledge 62–3
does religion seek truth? 146–7
eternal truth of mathematics 337–41
can AI be unethical? 82–6
language, emotion and truth 108–9
post-truth 31–2
democratizing or authoritarian? 67–8
truth and knowledge in art 284–6
truth, neutrality and false balance 35–7
do artefacts have politics? 78–80
ethics 77–8
gender identity and technology 64–7
Buddhist monks and military coups 165–6
moral ambiguity in war 165
responsibilities of technologists 81–2
sum of all human knowledge 68–70
technological culture and knowledge 61–2
implications of WEIRD research 224–9
technology as our offspring 85
Whig history 171
technology at the frontier of knowledge 75–7
women and art 282–3
using data to know humans 71–5
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get in contact:
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web
I. Scope
For discussion
Let’s agree on the facts
has been great concern, especially in
There
years, that people ignore facts and dismiss
recent
To what extent do you agree that this is
1.
thecase?
Chapter 1, we introduced the counterclaim
In
people are not ignoring “the facts”; they do
that
accept them as facts in the first place and
not
to believe a different set of facts. Facts
choose
to have become a signal for identity and
appear
solidarity.
political
mass leaders seize the power to t reality to
Before
lies, their propaganda is marked by its extreme
their
for facts … for in their opinion fact depends
contempt
on the power of man who can fabricate it.
entirely
I.1 Is everything political?
is often said that anything can be political. The
It
people choose to wear, the music they
clothes
the kind of language they use, the food
enjoy,
eat, and especially the food they do not
they
schools.enquiries.uk@oup.com
+44 (0)1536 452620
tel
Who can legitimately establish what
2.
facts are and who can legitimately
the
Is there any knowledge that is beyond
3.
dispute?
Is it important for at least some knowledge
4.
be non-contestable?
to
practice, consider and critically explore
For
what extent universal human rights are
to
Can you think of any other
non-contestable.
facts”? Aren’t all facts universal?
“universal
have Meatless Mondays and all-gender
though:
been politicized, or were eating
bathrooms
every day and having gender-segregated
meat
in public spaces already political
bathrooms
What aspects of life have been
statements?
depoliticized?
boundaries of politics are difficult to draw.
The
of our choices, actions and claims are
Many
on assumptions and values that are
based
and therefore fall within the domain
contestable,
politics. Arguably, this is the case whether
of
not we are aware of our assumptions and
or
or not our actions are intentionally
whether
political.
THEORY OF KNOWLEDGE 2 0 2 0 E D I T I O N
Making TOK relevant to the students and to current global issues is the focus of
this book. To this end, it centers the politics of knowledge and “doing” TOK. Through
Authors
inspiring and diverse case studies and activities, students will seek to understand
how the responsibilities of the knower relate to complex and present-day challenges.
Marija Uzunova Dang
Arvin Singh Uzunov Dang
All content is arranged around the Framework of four common headings (Scope,
Perspectives, Methods and tools, and Ethics) to give students a comprehensive
understanding of complex new ideas. The book includes the core theme, the
optional themes and the AOKs with a separate chapter on how to get the most out of
assessment requirements.
FOR FIRST ASSESSMENT
IN 2022
Oxford’s DP resources are developed in cooperation with the IB which
means they are:
➜ The most comprehensive and accurate match to IB specifications
➜ Written by experienced IB practitioners
What's on the cover?
Stained glass on artificial
➜ Packed with thorough assessment support
intelligence, knowledge and
communication
➜ Aligned with the IB philosophy, challenging learners with fresh and topical TOK
2
Build critical and independent thought,
strengthening assessment potential
disputethem?
evidence when it contradicts their beliefs.
Global case studies keep learning fresh and
develop outward-looking learners
(Arendt 1951)
All new content using contemporary and
diverse examples and extracts
eat, are all discussed as political acts. Consider
24
ISBN 978-0-19-849770-7
1
How
fax +44 (0)1865 313472 9 780198 497707