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Methodology of Scientific and Project Activities. Учебное пособие для обучающихся в магистратуре

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2. Devyatova, S. V., Kuptsov, V. I. The phenomenon of science [Теxt] /
S. V. Devyatova, V. I. Kuptsov // Social and humanitarian knowledge.
2009. №2. ‒ P. 153‒155.
3. History and philosophy of science: textbook for universities [Теxt] /
N. V. Bryanik, O. N. Tomyuk, E. P. Starodubtseva, L. D. Lamberov. – Moscow: Yurayt Publishing House, 2020. – 290 p.
4. Kelle, V. Z. Science as a cultural phenomenon [Теxt] / V. Z. Kelle //
Science and culture / Ed. V. Z. Kelle. – Moscow, 1984.
5. Lazar, M. G. Social Institute of Science as a Subject of Sociology and
Science of Science [Теxt] / M. G. Lazar // Uchenye zapiski. 2015. №15. ‒ Social sciences and humanities. – P. 229‒240.
6. Merton, R. The Matthew Effect in Science, II: Accumulation of Benefits
and the Symbolism of Intellectual Property [Теxt] / R. Merton // Thesis, 1993, no. 3, P. 256276.
7. Weber, M. Science as a vocation and profession [Теxt] / М. Weber.
Selected works: Per. with him. / Comp., Total. ed. and after. Y. N. Davydova; Preface P. P. Gaidenko. – Moscow: Progress, 1990. – P. 707–735.
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Topic 2. SPECIFICITY OF SCIENTIFIC KNOWLEDGE
1. Forms of scientific knowledge: scientific fact, problem, hypothesis,
theory.
2. Techniques and methods of scientific research.
1. Forms of scientific knowledge:
scientific fact, problem, hypothesis, theory
Scientific knowledge is a complex developing system in which new levels of organization arise as it evolves. They have the opposite effect on previously established levels of knowledge and transform them. Within this process, new techniques and methods of theoretical research are constantly emerging. The strategy of scientific research is changing. In order to identify the regularities of this process, it is necessary to reveal the structure of scientific knowledge.
In its developed forms, science appears as a disciplinarily organized knowledge, in which individual branches (scientific disciplines) act as autonomous subsystems that interact with each other. Scientific disciplines appear and develop unevenly. They form various types of knowledge, and some of the sciences have already passed a long way of theorization and formed samples of developed and mathematized theories, while others are just «entering this stage». «The specificity of the subject of each science may also lead to the fact that certain types of knowledge that are dominant in one science may play a subordinate role in another one. They can also exist in it in a transformed form. When developed forms of theoretical knowledge appear, earlier forms do not disappear. They can sharply narrow the scope of their application»1.
In the system of scientific knowledge of each discipline there are various forms of knowledge. They are empirical facts, laws, principles, hypotheses, theories of various types and degrees of generality and others. All these forms belong to two main levels of knowledge organization: empirical and theoretical. The distinction between these levels is carried out according to several criteria.
The first criterion of distinction is based on the nature of the research subject. The subject of study at both levels can be the same phenomena, objects,
1
Papchenko E. V., Titarenko I. N. Philosophy of Science: General Problems. Textbook
for graduate students. Taganrog: Publishing house of SFU, 2015. P. 10–12.
1. Forms of scientific knowledge: scientific fact, problem, hypothesis, theory
23
and processes. The difference, therefore, is not in the object composition, but in the nature of the representation of the objects under study. At the empirical level, there is interaction with objects, contact of the cognizing subject with the surrounding reality. There is only a primary systematization of knowledge. Theoretical knowledge is aimed at identifying the essential relationships of any object, the laws that the existence and functioning of this object is subjected to. There is no practical interaction with the object of reality. At the theoretical level, there is a rational processing of empirical knowledge, their ordering with the help of categories, concepts, laws, principles, abstractions. A theoretical object is formed at the theoretical level.
The second criterion of distinction is based on the type of research tools used. Since the empirical level of scientific research is related to the practical interaction of the scientist with the object under study, it uses observation, measurement, and experiment. They require special scientific tools – equipment, instruments, measuring devices, complex optical observation and fixation tools and others. The empirical level of scientific research requires the availability of a material base for conducting research. The result of empirical research is an empirical fact (the word comes from lat. «factum» ‒ accomplished, done). In theoretical research, there is no direct practical interaction with the object of the surrounding reality. It is studied only in a mental, and not in a real experiment. At this stage, the scientist exposes his way of thinking.
The third criterion is based on the research methods used. At each level of scientific knowledge, specific methods are used. They allow you to achieve goals and solve problems that are set at this level. The empirical level is also characterized by empirical methodology. It includes a number of methods. Among them is a description aimed at an objective reflection of the studied objects, phenomena, and processes. First of all, this reflection must not have subjective layers. Empirical methods also include observation, measurement, experiment, and a number of other methods. At the theoretical level, other techniques and methods of science are used. They are closely related to thinking. The most important techniques are idealization, abstraction, deduction, etc. Methods of theoretical knowledge include the hypothetical-deductive method, axiomatic method, idealization, thought experiment, comparative analysis and others.
Topic 2. Specificity of scientific knowledge
24
The above three criteria – by the subject of research, by means of knowledge used, and by research methods used-allow us to distinguish between the empirical and theoretical levels of science. However, this distinction does not mean that these levels are separated from each other. On the contrary, within the framework of real scientific research, the levels of scientific knowledge are closely interrelated and interact. Their separation is a scientific abstraction carried out in philosophy to study the essence and specifics of science itself. This is confirmed, for example, by the fact that the empirical fact is theoretically «loaded». The scientific description of the stone «malachite», which will make a mineralogist, is based on their theoretical knowledge about it. It will be strikingly different from the «description» of the same object that any amateur can make. The situation with the experiment is even more complicated: a scientist needs a huge stock of theoretical knowledge. It is necessary to understand the General laws of the discipline for example, physics, which allows you to connect measuring devices in an electrical circuit, to having your own hypothesis.
Thus, empirical, experimental research is directed at its object. It uses such techniques and means as description, comparison, measurement, observation, experiment, analysis, induction. Its most important element is the fact.
Scientific fact. Any scientific research begins with collection, systematization and generalization of facts.
Fact (Latin: factum – done, accomplished) refers to empirical
knowledge.
In scientific knowledge, the totality of facts forms the empirical basis for hypotheses and theories. The task of scientific theory is to describe facts, explain them, and predict previously unknown facts. In turn, facts play an important role in verifying, confirming, and refuting theories: compliance with facts is one of the essential requirements for a scientific theory.
A fact is the result of the active interaction of the subject of knowledge with the object and it has a complex structure, some elements of which are determined by the theory and, consequently, depend on it. The dependence of facts on theory is explained by the fact that the theory forms the conceptual basis of facts: it highlights the studied aspect of reality, sets the language in which facts are described, determines the means and methods of experimental research. At the same time, the data obtained as a result of an experiment or observation are determined by the properties of the objects under study.
1. Forms of scientific knowledge: scientific fact, problem, hypothesis, theory
25
Thus, a scientific fact, having a theoretical context retains its autonomy in relation to the theory, since its content does not depend on theory. Due to this relative independence, facts can contradict theory and stimulate the development of scientific knowledge.
Considering theoretical knowledge as the highest and most developed form, its structural components include a problem, hypothesis, theory.
The problem is a form of theoretical knowledge, the content of which is that which is not yet known, but needs to be known.
A problem (Greek: próblēma, task, task, difficulty) objectively
appears in the course of the development of science contradictions.
The development of human cognition can be thought of as a transition from problem setting to problem solving, and then to new problem setting. In scientific knowledge, the ways of solving problems coincide with the General methods and techniques of researches. Due to the complex nature of many problems of modern natural science and social Sciences, the system methods are of great importance for analyzing the structure and dynamics of problems. The development of scientific knowledge often leads to problems that take the form of paradoxes, which require a transition to a different, philosophical level of consideration.
To solve a scientific problem, a hypothesis is put forward. It is a form of theoretical knowledge containing an assumption formulated on the basis of a number of facts, the true meaning of which is uncertain and needs proof.
A hypothesis (gr. Hypothesis – basis, assumption) is a scientific
assumption that is the subject to verification, as a result of which its
truth or falsity is established.
There is a hypothesis as a method of developing scientific knowledge, which includes the promotion and subsequent experimental verification of assumptions, and the hypothesis as a structural element of scientific theory.
Hypotheses as scientific statements should be of fundamental verifiability, which means that they have the properties of falsifiability (refutation) and verifiability (confirmation). However, such properties are necessary but insufficient for scientific hypotheses. The falsifiability captures the tentative nature of scientific hypotheses. By limiting the universality of previous knowledge, as well as identifying the conditions under which it is possible to preserve the partial universality of a statement about laws, the property of
Topic 2. Specificity of scientific knowledge
26
falsifiability provides a relatively discontinuous nature of the development of scientific knowledge. The verifiability of any hypothesis allows to establish and verify it with respect to its empirical content. The greatest heuristic value is the confirmation of such facts and experimental laws, the existence of which could not have been assumed before the tested hypothesis was put forward.
The heuristic role of the hypothesis method in the development of scientific knowledge is reflected in hypothetical-deductive theories, which are deductively organized systems of hypotheses of various degrees of generality. Such theories are incomplete and it gives opportunities for their extension and specification through additional hypotheses and applied models. It allows to provide sufficient breadth and flexibility of application of hypotheses and other developed forms of theoretical knowledge to reflect complex objects and processes of objective reality.
A stage in the process of scientific research is the promotion and justification of hypotheses, each of which contains one or more solutions to the scientific problem. The more reasonable options available, the more guaranteed a clear scientific solution to the problem. However, the preliminary development and justification of various options does not exhaust the task and creativity of the scientist. His creativity is manifested at the stage of testing various hypotheses, carefully choosing from many options the one that is optimal for solving a given problem or its specific side. In other words, the main creative task of any scientist is to make the transition from the hypothetical to the truly theoretical and scientific knowledge.
The most complex and developed form of scientific knowledge, which gives a holistic representation of the natural and essential connections of a certain area of reality, is theory.
Theory (gr. Theórίa – observation, research) is a form of organized
reliable knowledge about a certain subject area that systematically
describes, explains and predicts the functioning and development of
objects related to this area.
In the process of applying theory, the knowledge formed in it is mediated by various intermediate links, concretizing factors. This fact presupposes a lively, creative thinking that is guided by the theory as a program, but also mobilizes all possible ways of orientation in a particular situation. The theory itself, as a form of special exploration of the world, functions in close interaction
1. Forms of scientific knowledge: scientific fact, problem, hypothesis, theory
27
with other non-theoretical ones. Major scientific theories are always associated with certain philosophical and ideological attitudes. Their development is stimulated by these attitudes and, in turn, contributes to the strengthening of their authority and influence in the cultural system. An important mediating link between philosophical and ideological attitudes and scientific theories is the scientific picture of the world.
In modern methodology of science, the following main components of the
theory are the following:
initial empirical basis, which includes a set of facts recorded in this
field. They are achieved during observations and experiments and require theoretical explanation;
initial theoretical basis – a set of primary assumptions, postulates,
axioms, General laws of the theory describing the idealized object of the theory;
logic of theory – set of rules of logical inference and proofs that are
acceptable within the framework of the theory;
set of statements derived from theory with their proofs, which makes
up the main body of theoretical knowledge.
Thus, a theory is a confirmed hypothesis, a proven true scientific knowledge. This does not mean that the theory is a set of ready-made, once-for­all given answers. Theory as a system of irrefutable knowledge is not permanent, frozen. Theoretical knowledge is developing even when it is extremely General.
Scientific laws represent the core of scientific theory. It is a form of organization of scientific knowledge that represents universal statements about the properties and relationships of a particular subject area. Scientific laws reflect the internal, stable, recurring, essential, necessary, objective connection of phenomena.
A scientific theory must also meet certain requirements: be adequate to the subject and describe the subject area as fully as possible. A scientific theory must be internally consistent. It implies the consistency with the principles of logic, with the known and verified facts. It means consistency of facts with the known laws of science. All the provisions of a scientific theory must be interrelated, as well as fundamentally verifiable. Among the requirements for a scientific theory, there is the requirement of simplicity. It is the ability to explain all known facts with a minimum number of starting points.
Topic 2. Specificity of scientific knowledge
28
Schema 2.1
PROBLEM
A problem objectively appears in the course of the development
of science contradictions.
The problem is a form of theoretical knowledge, the content of which is that which is not yet known, but needs to be known.
In scientific knowledge, the ways of solving problems coincide with the General methods and techniques of researches.
Due to the complex nature of many problems of modern natural science and social Sciences, the system methods are of great importance for analyzing the structure and dynamics of problems.
The development of scientific knowledge often leads to problems that take the form of paradoxes, which require a transition to a different, philosophical level of consideration.
1. Forms of scientific knowledge: scientific fact, problem, hypothesis, theory
29
Schema 2.2
HYPOTHESIS
A hypothesis is a scientific assumption that is the subject to verification, as a result of which its truth or falsity is established.
A hipothesis is a scientific assumption that is the subject to verification, as a result of which its truth or falsity is established.
There is a hypothesis as a method of developing scientific knowledge, which includes the promotion and subsequent experimental verification of assumptions, and the hypothesis as a structural element of scientific theory.
Hypotheses as scientific statements should be of fundamental verifiability, which means that they have the properties of falsifiability (refutation) and verifiability (confirmation).
The falsifiability captures the tentative nature of scientific hypotheses. By limiting the universality of previous knowledge, as well as identifying the conditions under which it is possible to preserve the partial universality of a statement about laws, the property of falsifiability provides a relatively discontinuous nature of the development of scientific knowledge.
The verifiability of any hypothesis allows to establish and verify it with respect to its empirical content. The greatest heuristic value is the confirmation of such facts and experimental laws, the existence of which could not have been assumed before the tested hypothesis was put forward.
Topic 2. Specificity of scientific knowledge
30
Schema 2.2. Continuation
The heuristic role of the hypothesis method in the development of scientific knowledge is reflected in hypothetical-deductive theories, which are deductively organized systems of hypotheses of various degrees of generality. Such theories are incomplete and it gives opportunities for their extension and specification through additional hypotheses and applied models. It allows to provide sufficient breadth and flexibility of application of hypotheses and other developed forms of theoretical knowledge to reflect complex objects and processes of objective reality.
A stage in the process of scientific research is the promotion and justification of hypotheses, each of which contains one or more solutions to the scientific problem. The more reasonable options available, the more guaranteed a clear scientific solution to the problem.
However, the preliminary development and justification of various options does not exhaust the task and creativity of the scientist. His creativity is manifested at the stage of testing various hypotheses, carefully choosing from many options the one that is optimal for solving a given problem or its specific side. In other words, the main creative task of any scientist is to make the transition from the hypothetical to the truly theoretical and scientific knowledge.