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Research Methodology

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Fundamentals of research methodology. Source: Wikipedia (CC BY-SA 4.0).

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The scientific method: foundations, evolution, and validity criteria

  • Scientific method: methodology for obtaining knowledge through observation, measurement, and experimentation.
  • Validity characteristics: falsifiability, reproducibility, and repeatability.
  • Main techniques: deduction, induction, abduction, and prediction.
  • Objective: minimize the scientist's subjectivity.
  • Variability by science: experimentation is not possible in theoretical physics; history is non-repeatable.
  • Empirical sciences: perfect knowledge does not exist; theories are always refutable.
  • Formal sciences: proofs are valid only within their axioms.
  • Popper's Criterion: falsifiability replaces verification (seeking the exception instead of total corroboration).
  • Scientific practice: theories often persist in the face of anomalies through ad hoc hypotheses until their eventual abandonment.

Scientific revolutions and paradigm shifts according to Kuhn

  • Scientific revolution: change of paradigm (theoretical framework of reference).
  • Paradigm: general theory with an established fundamental core.
  • Scientific progress: the ability to generate new avenues of research and hypotheses.
  • Old theories: lose their status as current science but maintain historical value or utility in limited fields.
  • Research: requires a funded team, a renowned expert, and an established method.
  • Validation: requires publication in specialized journals and acceptance by the scientific community.
  • Patents: 20-year right for practical or technical applications.

The scientific method as a mechanism against cognitive biases

  • Scientific method: postulation of hypotheses and verification by experimentation.
  • Cognitive biases: physiological and intrinsic mental processes that cannot be eliminated.
  • Function of the method: offsetting biases by discarding false hypotheses through evidence.
  • Nature of science: neither absolute nor dogmatic; it is revisable and based on the empirical method.
  • Validity criterion: depends on the strength of the evidence verified.
  • Refuted result: the hypothesis must be discarded or modified.
  • Biases in science: affect hypothesis generation but are filtered out during the contrast of results.
  • Critical thinking vs. Scientific method: critical thinking is less rigorous because the scientific method requires reproducibility.

Cognitive limits and the role of chance in the scientific method

  • Limitation: The empirical method is restricted by the cognitive capacities of the human species.
  • Proposal: Combine the scientific method with an evolutionary-random approach to overcome cultural frameworks.
  • Nature of biases: They are variable, non-uniform, and based on probabilities, not certainties.
  • Function of the scientific method: Master tool for testing hypotheses and discarding false ones.
  • Chance rate: Between 33% and 50% of scientific discoveries are fortuitous.
  • Antifragility: The scientific method is antifragile because it benefits from randomness and error.
  • Origin of discovery: Begins with the identification of persistent and systematic failures in experiments.
  • Validation: Unexpected failures drive the search for theoretical explanations and interdisciplinary collaboration.

Relationship between science and mathematics

  • Science: the process of evaluating models (formulas, simulations, steps) against the observable
  • Similarity: both disciplines distinguish the known from the unknown
  • Model requirements: they must be internally consistent and falsifiable
  • Conjecture: a mathematical statement that has not yet been proven
  • Proof: grants 'immortality' to the mathematical statement
  • Interaction: time emerged in science and is used in mathematics (e.g., Poincaré conjecture)
  • Unreasonable effectiveness: Eugene Wigner's concept regarding the relationship between mathematics and reality
  • Postmodernist view: mathematics as a result of human and cultural limitations (Chaitin and Lakoff)
  • Common method: use of iterative and repetitive steps in problem-solving (Pólya)

Philosophy and methodology of mathematics and science

  • Pólya: Understanding (reformulate), Analysis (plan), Synthesis (expose), and Review (re-examine)
  • Gauss: Method of tangible systematic experimentation
  • Lakatos: Mathematics is not perfect; it is improved through contradiction, criticism, and revision
  • Counterexample: If one appears, the theorem must be adjusted or extended
  • Lakatos: Mathematical knowledge is based on heuristics and thought experiments
  • Exact sciences: Defined by the capacity to infer truths with certainty
  • Key function: Creation of formal systems of inference and scientific models
  • Numerical analysis: An essential tool for scientific models on computers
  • Main branches: Mathematical analysis, numerical analysis, and statistics
  • Logical empiricism: Science is a logical-mathematical unit for interpreting reality
  • AI and deep learning: Non-numerical models that mimic neural networks and allow for self-programmed actions

Philosophical foundations and critiques of the scientific method

  • Basis of the scientific method: objective reality, accurate human perception, and rational explanations.
  • Methodological naturalism: the framework that underpins scientific practice.
  • Kuhn: The scientific method varies historically and his observations are sociological in nature.
  • "Theory-laden" observation: observation depends on the conceptual framework and the preconceptions of the observer (Hanson).
  • Kuhn (1961): Theory precedes the experiment and dictates the form of measurement.
  • Feyerabend: Denies a universal method; maintains that scientific progress sometimes requires violating methodological norms.
  • Science wars: conflict between postmodernism (science as discourse) and scientific realism (science as fundamental truth).
  • Karl Popper: Questions the existence of a unique or generic scientific method.

Flashcard preview (6 of 35)

  1. 01

    In the scientific method, what seeks to minimize the influence of the scientist's subjectivity?

    The rules and principles of the scientific method.

  2. 02

    In the human and social sciences, why is the requirement of reproducibility and repeatability not applied?

    Because phenomena are, by their essence, unrepeatable (e.g., history).

  3. 03

    In the empirical sciences, is the verification of "perfect knowledge" possible?

    No (every theory remains open to being refuted).

  4. 04

    According to Popper, what criterion replaced the verification criterion to validate a scientific theory?

    The criterion of falsifiability.

  5. 05

    In the formal sciences, within what framework are proofs generated through mathematical deductions?

    Within the system defined by certain axioms and inference rules.

  6. 06

    According to Kuhn, what produces the advancement of science through revolutions?

    A paradigm shift.

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