CLAUDE BERNARD
Introduction à l'étude de
la médecine expérimentale.
(Paris: J.B. Baillière et Fils, 1865, pp. 85-92, 101-4., 107-112,
265-301. Translated by A.S. Weber.)
On Doubt in
Experimental Reasoning.
I will summarize the
preceding paragraph in saying that there seems to me to be only one form of
reasoning: deduction
by syllogism. Our mind could
not reason otherwise even if it so desired, and if this were the proper
place, I could attempt to support my views with physiological arguments. But
in order to discover scientific truth, it matters little in the end how our
mind reasons; it suffices to let it reason naturally, and in this case the
mind will always start from a principle in order to arrive at a conclusion.
The one thing we need to do here is to insist on a precept which will
constantly arm the mind against the innumerable causes of error which one
encounters in the application of the experimental method.
This general precept,
which is one of the foundations of the experimental method, is doubt; and
this precept is expressed by saying that the conclusion of our reasoning
must always remain doubtful when the point of departure or the principle is
not an absolute truth. We have already seen that there is no absolute truth
except in mathematical principles; for all natural phenomena, the principles
from which we start, just like the conclusions which we reach, only
represent relative truths. The stumbling block of the experimenter consists
in believing he knows what he doesn't know, and in understanding as absolute
those truths which are only relative. Thus the unique and fundamental rule
of scientific investigation boils down to doubt, just as great philosophers,
moreover, have already stated.
Experimental reasoning
is precisely the inverse of scholastic reasoning. Scholasticism always needs
a fixed and confirmed point of departure, and not being able to find it
either in exterior things, or in reason, Scholasticism borrows this point of
departure from whatever irrational source
it can find: either a revelation, a tradition, or a conventional or
arbitrary authority. Once the starting point is in place, the scholastic or
systematic thinker logically deduces all the consequences from this point,
even invoking observation and the testing' of facts as arguments when they
are in his favor; the only condition is that the starting point must remain
fixed and will not vary according to experiment and observation, but on the
contrary, the facts will be interpreted in order to adapt them to the
starting point. The experimenter, on the other hand, never admits a fixed
starting point; his principle is a postulate from which he deduces logically
all the consequences, without ever considering that postulate as absolute or
beyond the realm of experiment. The elements of the chemists are only
elements until there is proof to the contrary. All the theories which serve
as starting points for the physicist, the chemist, and even more so for the
physiologist, are only true until facts are discovered which the theories
cannot encompass, or which contradict the theory. When these contradictory
facts are shown to be firmly established, the experimenter hastens to modify
his theory because he knows that is the only way to advance and make
progress in the sciences, unlike the scholastic and systematic thinker, who
becomes inflexible in the face of this knowledge in order to protect his
starting point. Thus the experimenter always doubts even his starting point;
by necessity he possesses a modest and flexible mind, and accepts
contradiction, on the one condition that it may be proved to him. The
scholastic or systematic thinker-they are one and the same-never doubts his
starting point, to which he tries to refer everything; he possesses a proud
and intolerant mind and does not accept contradiction, since he refuses to
admit that his starting point can change. What also separates the systematic
thinker from the experimental thinker is that the first one imposes his
idea, while the second one only advances it for what it is worth. Finally,
another essential characteristic which distinguishes experimental reasoning
from scholastic reasoning is the fecundity of the one, and the sterility of
the other. The scholastic who believes himself in possession of absolute
certainty amounts to nothing; this is understandable, since through his
absolute principle, he places himself outside of nature in which everything
is relative. This is in contrast to the experimenter, who always doubts and
who never believes to possess absolute certainty about (anything, and who
succeeds in mastering the phenomena which surround him and in extending his
power over nature. Thus man can do more than he knows, and the true experimental science only gives him enough power to show
him his ignorance. Possessing the absolute truth matters little to the
scientist, as long as he understands the certainty of the inter-relations of
phenomena among themselves. Our mind is so limited, in fact, that we can
know neither the beginning nor the ending of things; but we can grasp the
middle, that is to say, that which immediately surrounds us.
Systematic and
scholastic reasoning is natural to the inexperienced and proud mind; it is
only through the thorough experimental study of nature that one succeeds in
acquiring the doubting spirit of the experimenter. It takes a long time to
acquire this doubt; and among those who believe they are following the
experimental way in physiology and medicine, there are still many
scholastics, as we will see later on. As for me, I am convinced that only
the study of nature can give the scientist a true understanding of science.
Philosophy, which I consider an excellent exercise for the mind, has
systematic and scholastic tendencies in spite of itself, which would be
harmful to the scientist proper. After all, no method can replace that study
of nature which makes the true scientist; without that study, everything
that the philosophers were able to say, and everything that I was able to
repeat after them in this introduction, would remain inapplicable and
sterile.
I do not therefore
believe, as I have previously mentioned, that there is any great profit for
the scientist to debate the definitions of induction and deduction, nor to
discuss the question of whether one proceeds by one or the other of these
so-called processes of the mind. However, Baconian induction has become
famous and has been made the foundation of all scientific philosophy. Bacon
was an extraordinary genius and his idea of the great restoration of the
sciences was sublime; one is seduced and carried along in spite of oneself
in reading the Novum organum
and the Augmentum scientiarum. One remains in a sort of trance before that
amalgam of scientific illumination, clothed in the most elevated poetical
forms. Bacon sensed the sterility of Scholasticism; he understood well and
completely foresaw the importance of experiment for the future of the
sciences. Bacon, however, was not a scientist, and he had no understanding
of the mechanism of the experimental method. To prove this, it would suffice
to cite the unsuccessful attempts he made in this line. Bacon recommends
that we flee from hypotheses and theories, [1] we have seen, however,
that these are the auxiliaries of the experimental method, indispensable
just as scaffolding is necessary in constructing a house. Bacon had, as
always happens, extravagant admirers and detractors. Without placing myself
on either side of the question, I will say that, while recognizing the
genius of Bacon, I do not believe any more than J. de Maistre, [2] that he endowed human
intellect with a new instrument, and it seems to me, along with M. de
Remusat [3] that induction does
not differ from the syllogism. Besides, I believe that great experimenters
appeared before the precepts of experimentation, in the same way that great
orators preceded treatises on rhetoric. Consequently, it does not appear
permissible for me to say, even in speaking of Bacon, that he invented the
experimental method; a method which Galileo and Torricelli practiced so
admirably, and which Bacon could never use.
When Descartes [4] starts from universal
doubt and repudiates authority, he provides much more practical precepts for
the experimenter than those which Bacon gave for induction. We have seen, in
fact, that doubt alone calls forth experiment; it is doubt in the end which
determines the form of experimental reasoning.
Yet, in medicine and the
physiological sciences, it is important to determine properly to what point
doubt should be extended, so as to distinguish it from skepticism, and to
show how scientific doubt becomes an element of the greatest certitude. The
skeptic is someone who does not believe in science, but who believes in
himself; he believes enough in himself to dare to deny science and to affirm
that science is not bound by fixed and determined laws. The doubter is the
true scientist; he only doubts himself and his interpretations, but he
believes in science; he even admits a criterion or an absolute scientific
principle in the experimental sciences. This principle is the determinism of phenomena, which is as absolute in the phenomena of
living bodies as in inorganic bodies, [5] as we will discuss
later (p. 114).
Finally, in concluding
this section, we can say that, in all experimental reasoning, there are two
possible cases: the hypothesis of the experimenter will either be
invalidated or confirmed by experiment. When experiment invalidates a
preconceived idea, the experimenter must reject or modify his idea. But even
when experiment fully confirms the preconceived idea, the experimenter must
still doubt; because it concerns a truth not fully known, his reason still
demands a counterproof.
The Spontaneity of
Living Bodies is not an Obstacle to the Use of Experimentation.
The spontaneity enjoyed
by beings endowed with life has been one of the principal objections that
has been raised against the use of experimentation in biological studies.
Each living being, in effect, appears to us as if provided with a kind of
interior force which presides over vital manifestations, which become more
and more independent of the general influence of the cosmos, the more the
being in question rises in the scale of organization. In the higher animals
and in man, for example, this vital force appears to result in the
withdrawal of the living body from general physico-chemical influences, and
thus renders experimental access to it very difficult.
Inorganic bodies offer
nothing similar, and whatever their nature, they are all lacking in
spontaneity. Since the manifestation of their properties is linked
absolutely to the physicochemical conditions which surround them and which
serve as their environment, it follows that the experimenter can easily
access them and modify them at will.
On the other hand, all
the phenomena of a living body exist in a reciprocal harmony, such that it
seems to be impossible to separate one part from the organism without
immediately disturbing the entire system. In the higher animals in
particular, their extreme sensitivity leads to even greater reactions and
disturbances.
Many doctors and
speculative physiologists, along with some anatomists and naturalists, have
exploited these various arguments to protest against experimentation on
living beings. They have supposed that the vital force was in opposition to
the physico-chemical forces, and that this vital force dominated all the
phenomena of life, subjecting them to altogether special laws, and making
the organism an organized whole which the experimenter could not touch
without destroying the very character of life itself. They have even gone so
far as to say that inorganic bodies and living bodies differed radically
from this point of view, in such a manner that experimentation was
applicable to the one kind of body and not to the other. Cuvier, who shares
this opinion, and who thinks that physiology should be a science of
observation and of anatomical deduction, expresses himself thus: "All parts
of a living body are connected; they can only act in so far as they all act
together. Separating one part from the whole means sending it back to the
realm of dead substances; it would change the essence of the body entirely."
[6]
If the preceding
objections had some foundation, we would have to acknowledge that either
determinism is impossible in the phenomena of life-which would simply deny
biological science-or that the vital force must be studied by particular
procedures and that the science of life must rest on other principles than
the science of inert bodies. These ideas, which were current in other time
periods, are undoubtedly fading away now more and more; however, it is
important to wipe out the final traces of them, because whatever remains of
these so-called vitalist ideas in certain minds represents a real obstacle
to the progress of experimental medicine.
I propose therefore to
establish that the science of the phenomena of life must have the same basis
as that of the science of inorganic bodies, and that there is no difference
in this respect between the principles of the biological sciences and those
of the physico-chemical sciences. In fact, just as we have said previously,
the goal which the experimental method proposes is the same everywhere; it
consists in reconnecting by experiment natural phenomena with their
conditions of existence or to their immediate causes. In biology, these
causes being known, the physiologist will be able to direct the
manifestations of the phenomena of life just as the physicist and the
chemist direct the natural phenomena whose laws they have discovered; but in
doing this, the experimenter does not act on life.
Yet there is an absolute
determinism in all of the sciences because, each phenomenon being linked
necessarily to physico-chemical conditions, the scientist can modify these
conditions to master the phenomenon, that is to say, to hinder or favor its
manifestation. In the case of inorganic bodies, there is no debate on this
subject. I would like to prove that it is the same for living bodies, and
that, for them also, determinism exists.
The Physiological
Phenomena of Higher Organisms Occur in Organic Interior Environments
Perfected by and Endowed with Constant Physico-Chemical Properties.
It is very important, in
order to understand completely the application of experimentation to living
beings, to be perfectly clear about the ideas which we are developing at
this point. When we examine a higher living organism, that is to say, a
complex being, and when we observe it carrying out its different functions
in the general cosmic environment common to all phenomena of nature, the
organism seems independent of that environment up to a certain point. But
this appearance results from our illusions concerning the simplicity of the
phenomena of life. The external phenomena which we perceive in that living
being are fundamentally very complex, and they represent the result of a
host of intimate properties of organic elements whose manifestations are
linked to the physico-chemical conditions of the internal environments in
which these elements are immersed. In our explanations, we do away with this
internal environment and only see the external environment which is before
our eyes. But the real explanation of the phenomena of life rests on the
study and knowledge of the most tenuous and subtle particles which form the
organic elements of the body. This idea, set down in biology long ago by the
great physiologists, appears more and more valid as the study of the
organization of living beings makes greater progress. We must learn in
addition that these intimate
particles of the organization
only manifest their vital activity by a necessary physicochemical relation
with intimate environments
which we should equally study
and know. Otherwise, if we limit ourselves to the examination of the total
phenomena visible from the outside, we might falsely believe that there is a
unique force in living beings which violates the physicochemical laws of the
general cosmic environment, in the same way an ignorant person could believe
that there is a special force which violates the laws of gravity in a
machine which mounts into the air or runs along the ground. Now a living
organism is nothing but an amazing machine endowed with the most marvelous
properties and activated by the aid of the most complex and delicate
mechanisms. There are no opposing forces struggling with one another; nature
only knows order and disorder, harmony and discord.
In experimentation on
inorganic bodies, we only need to take into account a single environment,
the external cosmic environment; while in higher living beings, there are at
least two environments to consider: the external environment or extra-organic, and the internal environment [milieu intérieur] or intra-organic. Each year in my course on
physiology in the Faculty of Sciences, I develop these new ideas on organic
environments, ideas which I consider the basis of general physiology; they
also necessarily form the basis of general pathology, and these same
concepts will guide us in the application of experimentation to living
beings. As I have said elsewhere, the complexity due to the existence of an
organic internal environment is the only reason for the great difficulties
which we encounter in the experimental determination of the phenomena; of
life and in the application of the means capable of modifying these
phenomena. [7]
With the aid of the
thermometer, the barometer, and all the instruments which record and measure
the properties of the external environment, the physicist and the chemist
who experiment on inert bodies, having only to consider the external
environment, can always set up identical conditions. For the physiologist,
these instruments no longer suffice, and besides, it is in the milieu intérieur which he must employ them. In effect it is the
milieu intérieur
of living beings which is
always in immediate relation with the normal or pathological vital
manifestations of the organic elements. The higher one travels up the scale
of living beings, the more the organization becomes more complicated, and
the more the organic elements become more delicate and require a more
perfect milieu intérieur.
All the circulating fluids,
the blood serum and the intraorganic fluids, in reality constitute this
milieu intérieur.
In all living beings,
the milieu intérieur,
which is a true product of the organism, preserves the necessary relations of exchange
and equilibrium with the external cosmic environment; but, as the organism
becomes more perfect, the organic environment becomes more specialized and
in some manner isolates itself more and more from the ambient environment.
In plants and coldblooded animals, as we have said before, this isolation is
less complete than in hot-blooded animals; in hot-blooded animals, the blood
maintains an almost fixed and constant temperature and composition. But
these different conditions do not create differences in nature among
different living beings; they only represent improvements in the
environmental mechanisms of isolation and protection. The vital
manifestations of animals only vary because the physicochemical conditions
of their internal environments vary; thus a mammal whose blood has been
cooled, either by natural hibernation, or by certain lesions of the nervous
system, completely resembles, in the properties of its tissues, a true
cold-blooded animal.
In sum, one can,
according to what has been said, construct an idea of the enormous
complexity of the phenomena of life and the almost insurmountable
difficulties in exactly determining them which confront the physiologist
when he is forced to carry out experimentation in these interior or organic
environments. Nevertheless, these obstacles will not frighten us if we are
convinced that we are travelling along the right path. In effect, there is
an absolute determinism in all vital phenomena; hence there exists a
biological science, and consequently, all the studies to which we devote
ourselves will not be in vain. General physiology is the fundamental
biological science towards which all the other biological sciences converge.
Its main concern is to determine the elementary conditions of the phenomena
of life. Pathology and therapeutics also rest on this common foundation. It
is through the normal activity of the organic elements that life maintains a
state of health; it is the abnormal manifestation of these same elements
which characterizes disease, and in the end through the intermediary of the
organic environment modified by the means of certain toxic or medicinal
substances, therapeutics can act on the organic elements. To arrive at a
resolution of these various problems, it is necessary to break down the
organism successively, as one takes apart a machine in order to understand
it and to study all the workings; this means, that before experimenting on
the elements, it is first necessary to experiment on the apparatus and the
organs. We must have recourse to a successive analytical study of the
phenomena of life by using the same experimental method which the physicist
and the chemist use to analyze the phenomena of inorganic bodies. The
difficulties which result from the complexity of the phenomena of living
bodies, arise solely in the application of experimentation, because in the
end the goal and the principles of the method always remain exactly the
same.
Applications
of the Experimental Method to
the Study of Vital Phenomena
Examples of
Experimental Physiological Investigation
The ideas which we
developed in the first two parts of this introduction will be better
understood if we can apply them to investigations of physiology and
experimental medicine and show that these ideas can serve as easily
remembered precepts for experimenters. That is why I have brought together
in what follows a certain number of examples which appeared most suitable to
me in order to make my point. In all these examples, I have, as much as
possible, cited my own work, for the sole reason that in the case of
reasoning and intellectual processes, I will be much more certain about what
I am advancing in describing what happened to me than what may have taken
place in the minds of others. Besides, I do not presume to offer these
examples as models to follow; I only employ them to express my ideas better
and to make my thought easier to grasp.
Many diverse
circumstances can serve as starting points for scientific research; I will
summarize, however, all these varieties under two principal cases:
1. Where the starting
point of experimental research is an observation.
2. Where the starting
point of experimental research is an hypothesis or a theory.
I.-Where the Starting
Point for Experimental Research is an Observation.
Experimental ideas are
often born by accident or on the occasion of a fortuitous observation.
Nothing is more common, and this is the simplest way to begin a scientific
endeavor. We take a walk, so to speak, in the realm of science, and we
pursue whatever happens to present itself before our eyes by accident. Bacon
compares scientific investigation with hunting; the observations that
present themselves are the game. To continue the same comparison, one can
add that if the game appears even when we are looking for it, it also
happens that it appears when we are not looking for it or when we are
looking for another kind of game. I will cite an example in which these two
cases ocurred in succession. I will be careful at the same time to analyze
every circumstance in this physiological investigation, in order to
demonstrate the application of the principles which we developed in the
first part of this introduction, principally in chapters I and II.
First example
.-Rabbits were brought into
my laboratory one day from the market. They were placed on a table where
they urinated, and I happened to notice that their urine was clear and acid.
This fact struck me, because normally rabbits, because they are herbivores,
have cloudy and alkaline urine, while carnivores on the other hand, as is
well known, have clear and acid urine. This observation of the acidity of
the rabbits' urine made me think that these animals must have been in the
nutritional condition of carnivores. I assumed that they had probably not
eaten for a long time, and thus they found themselves transformed because of
this starvation into true carnivorous animals living off their own blood.
Nothing was easier than to verify this preconceived idea or hypothesis by
experiment. I gave the rabbits grass to eat, and several hours later, their
urine became cloudy and alkaline. These same rabbits were then starved, and
after 24 or 36 hours at most their urine became clear and strongly acid
again; and then it became alkaline again by giving them grass, etc. I
repeated this very simple experiment a great number of times on the rabbits,
and always with the same result. I then repeated it on a horse, an
herbivorous animal which also has cloudy and alkaline urine. I found that,
just as with rabbits, starvation produced a prompt acidification of the
urine with a very considerable increase of urea, to the point that it
sometimes crystallizes spontaneously in the cooled urine. The result of my
experiments was that I thus arrived at this general proposition which was
unknown at the time, that is, namely, all fasting animals feed on meat, such
that herbivores have urine similar to that of carnivores.
Here we are dealing with
a very simple, particular fact which allows us to follow easily the
evolution of experimental reasoning. When we see a phenomena which we are
not in the habit of seeing, we must always ask ourselves what it is related
to, or to put it another way, what is its proximate cause; then a response
or an idea arises in the mind which must be submitted to experiment. When I
saw the acid urine of the rabbits, I instinctively asked myself what could
be the cause. The experimental idea consisted of the spontaneous connection
my mind made between the acidity of the rabbits' urine and the state of
starvation which I considered as the true diet of flesh-eaters. The
inductive reasoning which I implicitly made consisted of the following
syllogism: the urine of carnivores is acid; now, the rabbits which I
observed had acid urine; therefore they are carnivores, that is to say, in a
state of fasting. This is what remained to be established by experiment.
But in order to prove
that my fasting rabbits were really carnivores, a counterproof was needed.
It was necessary to create a carnivorous rabbit experimentally by feeding it
meat, in order to see if its urine would then be clear, acidic and filled
with urea, just as it would be during a period of starvation. That is why I
had the rabbits fed on cold boiled beef (a food they readily eat when they
are given nothing else). My expectation was again verified, and during the
entire time of their animal diet, the rabbits maintained clear and acid
urine.
To complete my
experiment, I wanted in addition to see by means of autopsy if the digestion
of meat in a rabbit was carried out in the same manner as in a carnivore. I
found, in fact, all the phenomena of an excellent digestion in their
intestinal reactions, and I established that all the chyliferous vessels
were gorged with a very abundant, white and milky chyle just like in
carnivores. But in connection with these autopsies, which offered a
confirmation of my ideas on the digestion of meat in rabbits, a fact
presented itself here which I had never considered and which became for me,
as we shall see, the starting point for a new endeavour.
Second example
(sequel to the preceding).-I
happened to notice in sacrificing the rabbits which I had forced to eat
meat, that the white and milky lymphatic vessels were first visible in the
small intestine at the lower part of the duodenum, about 30 centimeters
below the pylorus. This fact attracted my attention, because in dogs, the
lymphatic vessels are first visible much higher in the duodenum and
immediately below the pylorus. In examining the situation more closely, I
noticed that this particularity in the rabbit coincided with the insertion
of the pancreatic canal, which is situated in a very low point and precisely
in the neighborhood where the lymphatic vessels begin to contain chyle made
white and milky by the emulsion of fatty nutritive elements.
The fortuitous
observation of this fact awakened in me an idea and generated in my mind the
thought that the pancreatic juice could well be the cause of the emulsion of
the fatty matter and consequently the cause of its absorption by the
lymphatic vessels. Again I instinctively made the following syllogism: the
white chyle is due to the emulsion of the fat; now, in rabbits, white chyle
forms at the level where the pancreatic juice flows into the intestine; thus
it is the pancreatic juice which emulsifies the fat and forms white chyle.
This is what needed to be decided by experiment.
In view of this
preconceived idea, I imagined and immediately carried out an experiment suitable for verifying the truth or falseness of my
supposition. This experiment consisted of testing the properties of the
pancreatic juice directly on neutral or alimentary fats. But pancreatic
juice does not flow naturally outside of the body like saliva or urine, for
example; its secreting organ is, on the contrary, deeply buried in the
abdominal cavity. I was therefore forced to use the methods of experimentation in order to procure pancreatic fluid from a living animal
in suitable physiological conditions and in a sufficient quantity. Only then
could I carry out my experiment, that is to say, to control my preconceived
idea, and the experiment proved that my idea was correct. In fact,
pancreatic juice obtained in suitable conditions from dogs, rabbits, and
many other kinds of animals, mixed with oil or melted fat, always emulsified
instantaneously, and later acidified these fatty bodies in decomposing them,
with the aid of a particular ferment, into fatty acids, cerin, etc., etc.
I will not elaborate on
these experiments any further, since I have developed them at length in a
specialized study [8] I have only wished to
show how an initial observation made by accident on the acidity of rabbit
urine gave me the idea to carry out experiments on their carnivorous
nutrition, and how subsequently by following up on these experiments, I
brought to light, without searching for it, another observation related to
the special arrangement of the juncture of the pancreatic duct in rabbits.
This unexpected second observation generated by the experiment, gave me in
turn the idea to carry out experiments on the action of the pancreatic
juice.
We see from the
preceding examples how the observation of a
fact or phenomenon, arriving unexpectedly by accident, engenders by
anticipation a preconceived idea or hypothesis
on the probable cause of the observed phenomenon; how the preconceived idea
gives birth to reasoning which deduces the proper experiment to verify it;
and how, in one case, it was necessary to have recourse to experimentation
in order to work out that verification, that is to say, by using more or
less complicated operative processes, etc. In the last example, experiment
played a double role; it first judged and confirmed the predictions of the
reasoning which had engendered it, but more so it provoked a new
observation. One can thus call this kind of observation, an observation provoked or engendered by
experiment. This proves that
it is necessary, as we have said, to observe every result of an experiment,
both those which are related to the preconceived idea and even those which
have no relation to it. If we get into the habit of only seeing the facts
related to our preconceived idea, we would often deprive ourselves of making
discoveries; because it frequently happens that an unsuccessful experiment
can provoke a very good observation, as the example which follows proves.
Third example.-
In 1857, I undertook a series
of experiments on the elimination of substances in the urine, and this time
the results of the experiment did not confirm, as they did in the previous
examples, my predictions or my preconceived ideas on the mechanism of the
elimination of substances in the urine. I thus made what is normally called
an unsuccessful experiment or rather experiments. But we have previously
advanced the principle that there are no unsuccessful experiments, because
when they do not serve the investigation for which they were devised, we
must still profit from the observations that they can furnish which give
occasion to other experiments.
While investigating how
the substances which I had injected into animals were eliminated from the
blood leaving the kidney, I observed by accident that the blood of the renal
vein was crimson, while the blood of the neighboring veins was black like
ordinary venous blood. This unexpected peculiarity struck me, and I thus
made the observation
of a new fact which the
experiment had engendered and which was alien to the experimental goal which
I was following in that same experiment. I thus gave up my original idea,
which had not been verified, and I directed all my attention to that
singular coloration of the venous renal blood, and when I had well
established and assured myself that there was no cause for error in the
observation of the fact, I naturally asked myself what could be the cause.
Upon examining the urine which passed through the urethra, and reflecting
upon it, the idea occurred to me that the red coloration of the venous blood
might be related to the secretory or functional state of the kidney. In this
hypothesis, by stopping the renal secretion, the venous blood should become
dark: that is what happened. By reestablishing the renal secretion, the
venous blood should become crimson again: this is what I was able to verify
each time that I excited the secretion of urine. I thus obtained
experimental proof that there is a connection between the secretion of urine
and the coloration of the blood of the renal vein.
But that is not all. In
the normal state, the venous blood of the kidney is almost constantly
crimson, because the urinary organ continuously secretes, although
alternately for each kidney. Now, I wanted to know if the crimson color of
the venous blood constituted a general fact characteristic of other glands,
and I desired to obtain in this way a succinct counter-proof which would
demonstrate that it was the secretory phenomenon by itself which led to the
modification in the coloration of the venous blood. Here is how I reasoned:
if, I told myself, it is the secretion, which causes, as it appears to be,
the reddening of the venous glandular blood, then in the glandular organs
like salivary glands which secrete fluid intermittently, the venous blood
will change color intermittently and will become dark during the dormancy of
the gland, and red during secretion. I therefore exposed the sub-maxillary
gland of a dog, along with its ducts, nerves, and vessels. In its normal
operation, this gland supplies an intermittent secretion which one can
excite or stop as desired. Now I clearly established that during the
dormancy of the gland, when nothing was flowing from the salivary duct, the
venous blood in fact was dark, while as soon as the secretion appeared, the
blood became crimson and reverted to a dark color when the secretion
stopped, then remained dark during the entire time of the intermission, etc.
[9]
These last observations
later became the starting point for new ideas which guided me to make
investigations concerning the chemical cause of the change of color of the
glandular blood during secretion. I will not further describe these
experiments here as I have published the details elsewhere. [10] It will suffice for
me to have proved that scientific investigation or experimental ideas can
give birth to fortuitous, and in some sense involuntary, observations which present themselves to us, either spontaneously or
on the occasion of an experiment made for a different purpose.
But there is still
another case, in which the experimenter provokes and voluntarily gives birth to an observation. This case returns us, so to speak, to
the preceding example; the only difference is that, instead of waiting for
an observation to accidentally present itself to us under fortuitous
circumstances, we provoke it by an experiment. To take up the comparison of
Bacon again, we could say that the experimenter resembles in this case a
hunter who, instead of tranquilly waiting for the game, beats the brush in
the areas where he supposes it to be. This is what we have called the
experiment to see
(p. 37 and 38). We use this method every time that we do not have a preconceived idea
to undertake investigations on a subject in which we have no previous
observations. Then one experiments to give birth to observations which can
in turn give birth to ideas. This is what normally happens in medicine when
one wants to investigate the action of a poison or of some medicinal
substance on the animal economy; we make these experiments in order to see,
and subsequently we are guided by what we have seen.
Fourth example.-
In 1845, M. Pelouze sent me a
toxic substance called curare
which had been brought to him
from America. At the time, no one knew anything about the physiological mode
of action of this substance. We only knew, according to previous
observations and from the interesting reports of Alex. de Humboldt, and MM.
Boussingault and Roulin, that this substance was difficult to prepare and
determine, and killed an animal very rapidly when introduced under the skin.
But I was unable through previous observations to develop a preconceived
idea concerning the mechanism of death by curare; to achieve this, I had to
obtain new observations relating to the organic disturbances which this
substance might produce. I provoked the appearance of these observations,
that is to say, I made experiments to see things about
which I had absolutely no preconceived ideas. First I placed curare under
the skin of a frog, and it died after several minutes; I opened it
immediately and with a physiological autopsy, I examined in succession what
had happened to the known physiological properties of the various tissues. I
say physiological autopsy
on purpose, because it is the
only really instructive kind.' The disappearance of the physiological
properties explains death and not anatomical changes. In fact, in the
present state of science, we see physiological properties disappear in a
number of cases without being able to show by our present means of
investigation, any corresponding anatomical alteration; such is the case of
curare, for example. Meanwhile, we will discover cases, on the contrary, in
which the physiological properties persist despite the very marked
anatomical alterations with which the functions are in no way incompatible.
Now in the case of my frog poisoned by curare, the heart continued its
movements, the blood corpuscles were not altered in their appearance with
respect to their physiological properties no more than the muscles which had
preserved their normal contractility. But while the nervous system had
preserved its normal anatomical appearance, the properties of the nerves had
however completely disappeared. There were no longer any voluntary or
reflexive movements, and when the motor nerves were directly excited, they
no longer caused the muscles to contract. In order to know whether there was
anything accidental or erroneous in this first observation, I repeated it
several times and verified it in several ways; because the most
indispensable thing when one wants to reason experimentally is to be a good
observer and to assure oneself that there is no error in the observation
which serves as the starting point of the reasoning. Now, I found the same
phenomena in mammals and birds as in frogs, and the disappearance of the
physiological properties of the motor nervous system became the constant
fact. Starting from this well established fact, I was able to advance my
analysis of the phenomena and to determine the mechanism of death by curare.
I always proceeded by reasoning analogous to those described in the
preceding example, and from idea to idea and from experience to experience,
I progressed to more and more definite facts. I finally arrived at this
general proposition: curare
causes death by the destruction of all the motor nerves without affecting
the sensory nerves. [11]
In the cases in which we
make an experiment to see,
the preconceived idea and the
reasoning, as we have said, seems to be completely missing, yet we
necessarily reason unknowingly by syllogism. In the case of curare, I
instinctively reasoned in the following manner: there is no phenomenon
without a cause, and consequently no poisoning without a necessary and
determinable physiological lesion, peculiar or specific to the poison
employed; now, I thought curare must produce death by a unique action
operating on certain definite organic parts. Thus in poisoning the animal by
curare and in immediately examining the properties of its various tissues
after death, I would perhaps be able find and study a lesion peculiar to
this poison.
The mind here is thus
still active and the experiment to see, which seems made for the occasion, however returns us to our general
definition of experiment (p. 20). In fact, in every enterprise, the mind
always reasons, and even when one seems to act without motivation, an
instinctive logic guides our mind. Only we don't realize it, for the simple
reason that we begin to reason before we know and say that we are reasoning,
in the same way that we begin to speak before noticing that we are speaking,
and in the same way begin to see and hear before knowing what we are seeing
and what we are hearing.
Fifth example
.-Towards 1846, I wanted to
make experiments on the cause of poisoning by carbon monoxide. I knew that
this gas had been described as toxic, but I knew absolutely nothing about
the mechanism of this poisoning; I therefore could not possess any
preconceived opinion. What was to be done, then? I had to give birth to an
idea by making a fact appear, that is to say, make an experiment to see. In
fact, I poisoned a dog by forcing him to breathe carbon monoxide, and
immediately after his death, I opened his body. I looked at the state of the
organs and the fluids. What instantly attracted my attention was that the
blood was crimson in all the vessels; in the veins as well as in the
arteries, and in the right and left chambers of the heart. I repeated this
experiment on rabbits, birds, and frogs; everywhere I found the same general
crimson coloration of the blood. But I was distracted from following this
investigation and I kept this observation for a long time without using it
except to cite it in my courses in regards to the coloration of the blood.
In 1856, no one had
investigated this experimental question further, and in my course at the
College de France on toxic and medicinal substances , I took up again the study of carbon monoxide
poisoning which I had begun in 1846. I found myself then in an ambiguous
situation, because, at that time, I already knew that carbon monoxide
poisoning renders the blood crimson throughout the entire circulatory
system. It was necessary to make hypotheses and to establish a preconceived
idea based on this first observation before proceeding further. Now, on
reflecting on the fact of the reddening of the blood, I attempted to
interpret it within the framework of all the preceding knowledge that I
possessed on the cause of the color of the blood, and the following
reflections presented themselves to my mind. The crimson color of the blood,
I told myself, is peculiar to the arterial blood and is related to the
presence of oxygen in great proportions, while the dark coloration is caused
by the disappearance of oxygen and to the presence of a greater proportion
of carbonic acid, so the idea came to me that the carbon monoxide, in
preserving the crimson color in the venous blood, may have perhaps hindered
the oxygen from changing into carbonic acid in the capillaries. However, it
seemed difficult to understand how all this could be the cause of death. But
still continuing my internal and preconceived reasoning, I added: if all of
this were true, blood taken from the veins of animals poisoned by carbon
monoxide should contain oxygen like arterial blood; that was what was
necessary to see.
Following this reasoning
founded on the interpretation of my observation, I carried out an experiment
to verify my hypothesis
relating to the persistence of oxygen in the venous blood. To do this, I
passed a stream of hydrogen through the crimson venous blood taken from an
animal poisoned by carbon monoxide, but I could not, as usual, displace the
oxygen. I attempted the same on the arterial blood with no further success.
My preconceived idea was therefore false. But this impossibility of
obtaining oxygen from the blood of a dog poisoned by carbon monoxide
provided a second observation for me which suggested new ideas according to
which I formed a new hypothesis. What could have happened to the oxygen in
the blood? It had not changed into carbonic acid, because I had not
displaced any great quantity of this gas in forcing a current of hydrogen
through the blood of the poisoned animal. Besides this supposition was in
opposition to the color of the blood. I exhausted myself in conjecture
concerning the manner in which the carbon monoxide could have made the
oxygen disappear and, since gases displace one another, I naturally thought
that the carbon monoxide could have displaced the oxygen and driven it from
the blood. In order to confirm this, I resolved to change the experiment and
to place the blood in artificial conditions which would permit me to recover
the displaced oxygen. I then studied the action of carbon monoxide on the
blood by artificial
poisoning. To do this, I took a
certain quantity of arterial blood from a healthy animal, and I placed this
blood under mercury in a test tube containing carbon monoxide, and I
consequently agitated the entire set up in order to poison the blood while
protecting it from contact with the outside air. Then after a certain time,
I looked to see if the air in the test tube, in contact with the poisoned
blood, had been modified, and I determined that the air in contact with the
blood was notably enriched with oxygen, at the same time that the proportion
of carbon monoxide was diminished. It appeared to me after repeating these
experiments under the same conditions that there had been a simple exchange
volume for volume between the carbon monoxide and the oxygen in the blood.
But the carbon monoxide in displacing the oxygen which it had driven from
the blood, remained fixed in the blood corpuscles and could no longer be
displaced by oxygen or by any other gas, such that death occurred by the
death of the blood corpuscles, or to put it another way, by the cessation of
the exercise of their physiological property which is essential to life.
This last example, which
I have just related in a very succinct manner, is complete, and it shows
from one end to the other how the experimental method proceeds and succeeds
in coming to an understanding of the proximate cause of phenomena. First I
knew absolutely nothing about the mechanism of the phenomenon of poisoning
by carbon monoxide. I made an experiment to see, that is to
say, for observation. I gathered a first observation on a special
modification of the color of the blood. I interpreted that observation, and
I made an hypothesis
which experiment proved to be
false, but this experiment furnished me with a second observation, upon which I reasoned anew using it as a starting point
to make a new hypothesis on the mechanism of the removal of oxygen from the
blood. In constructing these hypotheses successively on the facts as I
observed them I finally arrived at demonstrating that carbon monoxide
substitutes itself in the blood corpuscle in the place of oxygen, as a
result of a combination with the substance of the blood corpuscle.
Here the experimental
analysis has achieved its goal. It is one of the rare examples in physiology
that I am happy to be able to cite. Here the proximate cause of the phenomenon of poisoning has been discovered and it
is translated into a theoretical expression which takes into account all the
facts and which includes at the same time all the observations and
experiments. The theory thus formulated produces the principal fact from
which all the others are deduced: carbon monoxide combines more strongly than oxygen with hemoglobin
in a blood corpuscle. It has
been proved quite recently that carbon monoxide forms a definite combination
with hemoglobin, [12] such that the blood
corpuscle, as if petrified by the stability of that combination, loses its
vital properties. From then on, everything is deduced logically: carbon
monoxide, because of its property of
stronger combination, expels the oxygen from the blood which is essential
for life; the blood corpuscles become inert and we watch the animal die with
the symptoms of hemorrhage, from a true paralysis of the corpuscles.
But when a theory is
good and offers the real and determined physico-chemical cause of phenomena, it not only covers the observed facts,but also
can predict others and lead to reasoned applications, which will represent
the logical consequences of the theory. Here we again encounter this
criterion. In fact, if carbon monoxide has the property of removing oxygen
by combining with the blood corpuscle in its place, one could use this gas
to analyze the gases in the blood and in particular to determine the
existence of oxygen. I deduced this application from my experiments, which
today has generally been adopted today. [13] Applications to
legal medicine have also been made of this principle of carbon monoxide for
uncovering the coloring matter of blood, and from the physiological facts
pointed out above we can also already derive consequences relating to
hygiene, to experimental pathology, and notably to the mechanisms of certain
kinds of anemia.
Without doubt, in all
the deductions from the theory, experimental verification will always be
necessary as usual, and logic is not sufficient; but that is because the
conditions of the action of carbon monoxide on the blood can present other
complex circumstances and a host of details that the theory cannot yet
predict. Otherwise, as we have often said (Cf. p. 52), we could reach
conclusions only through logic, and without the need of experimental
verification. It is thus because of new and unforeseen variables, which can
introduce themselves into the conditions of a phenomenon, that logic alone
is never sufficient in the experimental sciences. Even when we have a theory
which appears good, it is only relatively good and it always encompasses a
certain proportion of the unknown.
II.-Where the Starting
Point of Experimental Research is an Hypothesis or a Theory.
We have already said (p.
46) and we shall see later that in noting an observation, we must never go
beyond the facts. But it is not the same in carrying out an experiment. I
want to demonstrate therefore that hypotheses are indispensable and that
their utility lies precisely in leading us outside of the fact and carrying
science forward. Hypotheses have as their object to make us not only carry
out new experiments, but also often discover new facts which we would not
have noticed without them. In the preceding examples, we have seen that one
can begin from a particular fact to gradually rise towards more general
ideas, that is to say, towards a theory. But it also happens, as we have
just seen, that one can begin from an hypothesis deduced from a theory. In
this case, although it concerns a reasoning logically deduced from a theory,
it is nevertheless still an hypothesis that we must verify by experiment.
Here in fact the theories only represent to us an assemblage of previous
facts on which the hypothesis is supported, but cannot be used to
demonstrate it experimentally. We have said that in this case we must not
submit to the yoke of theory, and that the best condition for finding truth
and for making progress in science was to retain the independence of the
mind (Cf. p. 80). The following examples will prove this.
First example
.-In 1843, in one of my first
works, I undertook a study to determine what happened to different
alimentary substances during nutrition. I began, as I have already said,
with sugar, a definite substance which is easier to recognize and to follow
throughout the economy of an organism than any other substance. To this end,
I injected solutions of cane sugar into the blood of some animals and I
established that this sugar, even when injected into the blood in small
doses, passed into the urine. I later recognized that the gastric juice in
modifying or transforming this cane sugar, rendered it assimilable, that is
to say, destructible in the blood. [14]
Then I wanted to know in
which organ this alimentary sugar disappeared and I hypothesized that the
sugar which nutrition introduced into the blood might be destroyed in either
the lungs or the general capillaries. In fact, the dominant theory at that
time, which naturally was my starting point, claimed that the sugar which
existed in animals originated exclusively in food and that it was destroyed
in the animal organism by the phenomenon of combustion, that is to say,
respiration. This is why sugar was given the name respiratory nutriment. But
I was immediately led to see that the theory of the origin of sugar in
animals, which served as my starting point, was false. In fact, by a
succession of experiments which I will describe later, I did not find the
organ which destroyed sugar, but on the contrary I discovered an organ which
created that substance, and I also found that the blood of all animals
contained sugar, even when they did not consume it. I therefore established
a new fact, unexpected from the theory and which no one had ever noticed,
undoubtedly, because they were enthralled by contrary theoretical ideas
which they had accepted with too much confidence. I then abandoned right
away all my hypotheses on the destruction of sugar, to follow up on this
unexpected result which has since become the fertile origin of a new path of
investigations as well as a mine of discoveries which is still far from
being exhausted.
In these investigations
I proceeded according to the principles of the experimental method which we
have established; that is to say, in the presence of a new well-established
fact in contradiction to a theory, instead of preserving the theory and
abandoning the fact, I kept the fact which I had studied, and hastened to
drop the theory, in conformance with that principle which we discussed in
the second chapter: When a
fact which we encounter is in opposition to a prevailing theory, we must
accept the fact and abandon the theory, even when that theory, upheld by
great names, has been generally adopted.
We must distinguish, as
we have said, between principles and theories and never to believe in
theories in an absolute manner. Here we had a theory according to which it
was believed that only the vegetable kingdom possessed the power to create
the primary substances which the animal kingdom was supposed to break down.
According to this established theory upheld by the most illustrious
contemporary chemists, animals were incapable of producing sugar in their
organism. If I had believed in that theory absolutely, I would have had to
conclude that my experiment must have been contaminated with error, and
perhaps experimenters less distrustful than myself would have immediately
condemned my experiment and would have not lingered for long over an
observation which could be the source of error according to the theory,
since the observation showed sugar in the blood of animals subjected to a
diet lacking starchy or sugary materials. But instead of preoccupying myself
with the validity of the theory, I only concentrated on the fact and
attempted to establish its reality. Thus through new experiments and by the
method of suitable counter-proofs, I was led to confirm my original
observation and to discover that the liver was an organ where in certain
given situations animal sugar is formed which consequently flows throughout
the bloodstream and throughout the tissues and organic fluids.
This animal
glycogenesis, that is to say the faculty possessed by both animals and
plants to produce sugar, is now an established fact in science, although we
have not yet determined a plausible theory to account for the phenomenon.
The new facts which I have brought to light, have been the source of a great
number of studies and many diverse theories in apparent contradiction among
themselves as well as with my own. When we enter into new ground, we should
not be afraid to express even risky views in order to excite investigations
in all directions. We should not, following the expression of Priestly,
remain inactive through false modesty or the fear of being mistaken. I
therefore advanced some more or less hypothetical theories on glycogenesis:
since mine were offered, others have been made: my theories, just as those
of others, will only live as necessarily partial and provisional theories
must live, when a new series of investigations begins; they will soon be
replaced by others which represent a more advanced state of science, and so
forth. Theories represent successive degrees by which science ascends in
enlarging its horizon more and more, because the further they are advanced,
the more facts theories encompass and explain. True progress consists of
exchanging our theory for new ones which go further than the original, until
we find one that rests on a greater number of facts. In the case we are
discussing, the point is not to condemn the older theory to the profit of
the newer. What is important is to open a new road, because what will never
perish are well observed facts which ephemeral theories have brought to
life; these are the only materials upon which the edifice of science will be
built on the day when she possesses a sufficient number of facts and when
she has penetrated far into the analysis of phenomena to discover the law or
the exact causation.
In summation, theories
are only hypotheses verified by a lesser or greater number of facts; those
which are verified by the greatest number of facts are the best; but still
they are never definitive and one should never believe in them absolutely.
We have seen from the preceding examples, that if we had placed our entire
confidence in the prevailing theory of the destruction of sugar in animals,
and if we had only sought its confirmation, we would not have followed up on
the new facts which we encountered. The hypothesis founded on a theory
provoked the experiment, but as soon as the results of the experiment
appeared, the theory and the hypothesis had to disappear, because the
experimental fact was no more than an observation made without any
preconceived idea (Cf. p. 40).
Thus the main principle
in such complex and little developed sciences as physiology is to pay little
attention to hypotheses or theories and to always keep an attentive eye for
observing everything that happens in an experiment. A circumstance which
appears accidental and inexplicable can become the occasion of the discovery
of a new important fact, as we shall see in the continuation of the example
previously cited.
Second example,
sequel to the last.-After
having discovered, as I have mentioned above, that animal liver contains
sugar in its normal state and with every kind of diet, I wanted to know the
proportion of this substance and its variations in certain physiological and
pathological states. I thus began determining the amount of sugar in the
livers of animals placed in various defined physiological conditions. I
always made two simultaneous determinations of the sugary material in the
same liver tissue. But one day pressed for time, it happened that I was not
able to make my two analyses at the same time; I immediately made a rapid
determination after the death of the animal, and left the other for the next
day. But I found this time much greater quantities of sugar than those which
I had obtained the previous day in the same hepatic tissue, and I noticed in
addition that the proportion of sugar which I had found in the liver,
immediately examined after the death of the animal, was much lower than what
I had encountered in other experiments which I had made known as giving the
normal proportion of hepatic sugar. I did not know to what to attribute the
peculiar variation obtained from the same liver and with the same analytical
method. What was to be done? Should I have considered the two discordant
amounts as the result of an unsuccessful experiment and to ignore them?
Should I have averaged the results of these two experiments? That is an
expedient which many experimenters would have chosen to deliver themselves
from this awkward situation. But I do not approve of this manner of
operating for reasons which I have given elsewhere. I have said in effect
that nothing must be overlooked in the observation of facts, and I regard it
as an indispensable rule of experimental criticism (p. 299) to never admit
without proof the existence of a cause of error in an experiment, and to
always search for a reason for all the abnormal circumstances which we
observe. Nothing occurs by accident, and that which seems accidental is
nothing more than an unknown fact which could become, if it were explained,
the occasion of a more or less important discovery. This is what happened to
me in this case.
I wanted to know in fact
what the reason was for the two very different amounts of sugar in the liver
of my rabbit. After convincing myself that there was no error in the method
of measuring the sugar; and after establishing that the different parts of
the liver are equally rich in sugar, the only thing left to examine was the
influence of time which had elapsed since the death of the animal, up until
the time of my second measurement. Up until then, I had always made my
experiments, without attaching any importance to the fact, several hours
after the death of the animal, and for the first time, I found myself in the
situation of immediately taking a measurement several minutes after the
death of the animal, and leaving the other until the next day, that is to
say 24 hours afterwards. In physiology, questions of time always have great
importance, because the organic matter undergoes numerous and incessant
changes. Thus some chemical modification could have been produced in the
hepatic tissue. To reassure myself, I made a series of new experiments which
dissipated all the obscurities by showing me that the liver tissue
constantly enriches itself with sugar during a certain time after death,
such that one can find very variable quantities of sugar, based on the
moment in which one makes the examination. I was thus led to rectify my
former measurements and to discover this new fact; namely, that considerable
quantities of sugar are produced in the livers of animals after death. I
demonstrated, for example, by passing a stream of cold water injected by
force through the hepatic vessels into a still warm animal liver soon after
death, that one can completely remove the sugar contained in the hepatic
tissue; but the next day, or several hours afterward, when I brought the
liver to a mild temperature, I found the liver charged again with a great
quantity of sugar produced since the washing. [15]
After I had made this
first discovery that sugar is formed in animals after death just as during
life, I wanted to extend my examination of this singular phenomenon, and it
was thus that I was lead to discover that sugar is produced in the liver
with the aid of an enzymatic material acting on a starchy substance which I
isolated and gave the name of glycogenic substance, such that I was able to demonstrate in a brief
manner that sugar is formed in animals by a similar mechanism to that found
in plants.
This second series of
facts is today widely accepted in science and has contributed to great
progress in the understanding of glycogenesis in animals. I have just
succinctly described how these facts were discovered and how their starting
point proceeded from an apparently useless experimental circumstance. I have
described these events in order to prove that we should never neglect
anything in experimental investigations; because all accidents have their
necessary cause. We should never become too absorbed therefore by the
thought one is following, nor fool ourselves about the value of our
scientific ideas; we must always keep our eyes open to every event, and
maintain a doubting and independent mind (p. 138) disposed to examine
everything that happens and not to let anything pass without searching for
the reason why. We must remain, in a word, in an intellectual disposition
which seems paradoxical, but which, in my opinion, represents the true mind
of the investigator. We must have a robust faith and not believe; I explain this by saying that we must believe firmly in
principles and to doubt formulas; that we must remain unshakable with
respect to the principles of experimental medicine (determinism) and not to
believe absolutely in theories. The aphorism which I have just expressed can
be supported by what we have developed elsewhere (Cf. p. 116), namely, that
the principles of the experimental sciences are in our mind, while formulas
exist in exterior things. In practice we are forced to believe that the
truth (or the provisional truth, at least) is represented by the theory or
by the formula, but in scientific philosophy those who place their faith in
formulas or theories are wrong. All human knowledge is directed towards
finding the correct formula or the correct theory of truth in some realm. We
always approach truth, but will we ever completely find it? This is not the
place to develop these philosophical ideas; let us return to our subject and
look at a new experimental example.
Third example
.-Around 1852, I was led by
my studies to make experiments on the influence of the nervous system on the
phenomena of nutrition and heat. It had been observed before me that in a
great many cases, complex paralyses situated in the mixed nerves are
followed at one time by a heating, and another time by a cooling of the
paralyzed parts. Now here is how I reasoned to explain the fact by relying
on observations, on one hand, and on the other hand, on the prevailing
theories relative to the phenomena of nutrition and heat. The paralysis of
the nerves, I told myself, must lead to the cooling of the nerves by slowing
down the phenomena of combustion in the blood, since these phenomena are
considered the cause of animal heat. Now, on the other hand, anatomists have
noticed for a long time that the sympathetic nerves in particular accompany
the arteries. Thus, I thought by induction, it must be the sympathetic
nerves which, in the lesion of a mixed trunk of nerves, act to slow down the
chemical phenomena in the capillary vessels, and it is their paralysis which
must bring about the cooling of the parts. If my hypothesis were true, I
added, it should be verifiable by cutting only the sympathetic vascular
nerves leading to a certain part and carefully leaving the other nerves. I
should then obtain a cooling by paralysis of the vascular nerves without the
movement or sensibility disappearing, since I would have left the motor and
ordinary sensory nerves intact. In order to carry out my experiment I sought
a suitable method of experimentation which would allow me to cut the
vascular nerves alone while leaving the other nerves. Here the choice of
animal became important relative to the solution of the question (p. 213);
but the anatomical arrangement which isolates the great cervical sympathetic
nerve in certain animals such as the rabbit and the horse, made this
solution possible.
According to this
reasoning, I therefore cut the great sympathetic nerve in the neck of a
rabbit to control my hypothesis and to see what would happen to the change
in heat in the side of the head where that nerve was branched out. I had
been led, as we have just seen, by a reliance on the prevailing theory and
by previous observations, to make the hypothesis that the temperature should
be lowered by the cutting of the sympathetic nerve. Now precisely the
opposite happened. Soon after severing the great sympathetic nerve in the
middle of the neck of the rabbit, I noticed in the entire corresponding side
of the head a considerable increase in activity in the circulation
accompanied by a rise in heat. The result was therefore exactly opposite to
what my hypothesis deduced from the theory had made me predict; but I
proceeded as usual, that is to say I abandoned immediately the theories and
the hypotheses in order to observe and study the fact in itself in order to
determine as exactly as possible the experimental conditions. Today these
experiments on the vascular and thermo-regulatory nerves have opened up a
new road of research and have become the subject of a great number of works
which, I hope, will one day furnish results of great importance to
physiology and pathology. [16]
This example proves,
like the preceding, that in experiments one can encounter results different
from those which we expect from the theories and hypotheses. But if I am
calling particular attention to this third example, it is because it offers
us an important lesson, that is, without this directing hypothesis of the
mind, the experimental fact which contradicted it would never have been
noticed. In fact, I was not the first experimenter who had cut the cervical
portion of the great sympathetic nerve in living animals. Pourfour du Petit
carried out this experiment at the beginning of the last century and he
discovered the effects of this nerve on the pupil by reference to an
anatomical hypothesis according to which this nerve was supposed to carry
the animal spirits into the eyes. [17] Since then many
physiologists have repeated the same operation in order to verify or to
explain the modifications of the eye which Pourfour du Petit was the first
to notice. But none of these physiologists had noticed the phenomenon of the
rise in temperature of the parts which I am speaking of and never linked it
to the severing of the great sympathetic nerve, even though this phenomenon
must have necessarily been produced under the eyes of everyone who, before
me, had cut that part of the sympathetic nerve. The hypothesis, as we see,
had prepared my mind to see these things from a certain point of view
provided by the hypothesis itself, and what that proves is that even I, like
the other experimenters, had often cut the great sympathetic nerve to repeat
the experiment of Pourfour du Petit, without seeing the fact of heating
which I discovered later when an hypothesis led me to make investigations in
this direction. The influence of the hypothesis is thus very evident here;
we had the fact under our eyes and we did not see anything because it said
nothing to the mind. It was extremely simple to observe however, and ever
since I pointed it out, every physiologist without exception has noticed and
verified it with the greatest facility.
In sum, hypotheses and
theories, even when unsuccessful, are useful to lead us to discoveries. This
remark is true for all the sciences. The alchemists founded chemistry by
following chimerical problems and theories known to be false today. In the
physical sciences, which are more advanced than biology, we can still cite
researchers who make great discoveries by relying on false theories. This
appears to be, in fact, a necessary feebleness of our mind that we are
unable to arrive at truth except through a multitude of errors and
obstacles.
What general conclusion
can the physiologist draw from the preceding examples? He must conclude that
in the present state of biological science the ideas and the theories which
prevail only represent very circumscribed and precarious truths which are
destined to perish. He should consequently hold little confidence in the
real value of these theories, but use them as intellectual instruments
necessary to the evolution of the science and appropriate for stimulating
the discovery of new facts. Today the art of discovering new phenomena and
establishing them exactly must be the special object of all biologists. We
must at the same time ground experimental criticism by creating rigorous
methods of investigation and experimentation which will permit us to
establish observations in an indisputable manner and consequently to banish
errors of facts which are the source of unsuccessful theories. Any one who
attempted now to support a generalization for the entire field of biology
would demonstrate that he had no exact idea of the present state of that
science. Today the problem of biology has hardly been posed, and even as it
necessary to assemble and cut the stones before we dream about constructing
a building, so it is also necessary first to assemble and prepare the facts
which must constitute the science of living bodies. This role falls to
experimentation-its method is fixed-but the phenomena which it must examine
are so complex that the real mover of the science for the moment will be the
person who provides several principles of simplification in analytical
methods or who perfects the instruments of research. When enough clearly
established facts exist, generalizations never slow us down. I am convinced
that in the evolving experimental sciences, and particularly in those which
are as complex as biology, the discovery of a new instrument for observation
or experimentation renders greater theoretical service than all the
theoretical and philosophical dissertations. In fact, a new process, a new
method of investigation increases our power and allows the possibility of
discoveries and investigations which would have been impossible without
them. Thus investigations into the formation of sugar in animals could not
be carried out before chemistry had given us reagents to recognize sugar
which were more sensitive than those we had before.
NOTES
[1] Bacon, Works, edition of Fr. Riaux, Introduction, p. 20.
[2] J. de Maistre,
Examen de la philosophie de
Bacon.
[2] De Remusat,
Bacon, sa vie, son temps et sa
philosophie, 1857.
[4] Descartes, Discours sur la methode.
[5] ["Corps bruts."
Editor.]
[6] Letter to J.C. Mertrud, p. 5. Year VIII.
[7] Claude Bernard,
Leçons sur la physiologie et
la pathologie du systeme nerveux. Leçon d'ouverture, December 17, 1856. Paris, 1858, t. 1-Cours de
pathologie expérimentale, The
Medical Times , 1860.
[8] Claude Bernard, Mémoire sur le pancréas et sur le rôle du suc pancréatique dans
les phénomènes digestifs. Paris, 1856.
[9] Claude Bernard,
Leçons sur les propriétés
physiologiques et les altérations pathologiques des liquides de I'organisme.
Paris, 1859, VOL 2.
[10] Claude Bernard, Sur
la quantite d'oxygène que contient le sang veineux des organes glandulaires
(Compt. rend. de l'Acad. des sciences, vol. 47, September 6, 1858).
[11] Cf. Claude Bernard,
Leçons sur les effets des
substances toxiques. Paris,
1857; Du curare (Revue des
deux mondes , September 1,
1864).
[12] Hoppe-Seyler,
Handbuch der physiologisch and
pathologisch chemischen Analyse. Berlin, 1865.
[12] Claude Bernard, De
l'emploi de l'oxyde de carbone pour la détermination de l'oxygène au sang (
Compt. rend. de l'Acad. des
sciences , meeting of
September 6, 1858, vol. 47).
[14] Claude Bernard,
doctoral thesis in medicine. Paris, 1842.
[15] Claude Bernard,
Sur le mécanisme de la
formation du sucre dans le foie (Comptes rendus de l'Acad. des sciences,
September 24, 1855).-Sequel
(Comptes rend. de l'Acad. des
sciences, March 22, 1850
[16] Claude Bernard,
Recherches expérimentales sur
le grand sympathique, etc. (Mémoires de la Société
de biologie, vol. 5, 1853
).-Sur les nerfs vasculaires
et calorifiques du grand sympathique (Comptes rendus de I'Acad. des
sciences, 1852, vol. 34,
1862, vol. 55).
[17] Pourfour du Petit,
Mémoire dans lequel il est
démontré que les nerfs intercostaux fournissent des rameaux qui portent des
esprits dans les yeux (Historie de I'Académie pour l'année 1727).