Tuesday, September 4, 2012

Logic: Indian Logic, Kanada & the Nyaya

Kanada and the Beginnings of Indian Logic

You may notice that Kanada’s text, the Vaisheshika Sutra, is very hard to read.  The introduction says that this is the first translation of this important text into English, and this was done and published in New Delhi, Northern India, in 2003.  There is no British or American publication of this text.  As you read Aristotle in the next weeks, consider how well Aristotle speaks in English when there is support and funding for the publication.  If you compare this to the translator’s edition of Aristotle, you find that Aristotle speaks in fragmented words and the translators polish it and interpret it to get Aristotle to sound that good.  This is unfortunate, for Kanada may have been the first atomist and one of the first logicians.

The Vedas are India’s earliest texts and traditions, consisting of many stories of gods and cosmic origins.  Much philosophy and cosmology are contained in these texts.  It is believed today that they were formed from earlier oral traditions into the standard written texts around 1200 BCE.  Four hundred years later, around 800 BCE, the Upanishad texts taught the ‘inner meanings’ of the Vedas, drawing philosophical lessons from the tales of the gods.  ‘Philosophy’ is darshana, ‘seeing’.  The Upanishads preach liberation by knowledge.  The most famous quote is “Tat tvam asi”, or “That is you”.  Whatever is other to you is in fact your own self.

200 years later, around 600 BCE (Kanada’s time), India was experiencing a third wave of philosophy including the logicians, atomists, Jains and Buddhists.  This is the time when Kanada, Gotama (next week), and the Buddha were supposed to have lived and taught, and schools of their followers flowered in the next several hundred years (the same time as philosophy and logic were flourishing in ancient Greece).

At this time, India was producing superior steel (wootz) that the Chinese, Romans and Egyptians highly prized.  The Chinese tried for centuries to reproduce it at home but without success (until they invented cast iron which is the material of the medieval European blacksmith).  The Romans sold German tribes people (like me) as slaves in India in trade for this steel, dies, spices and other goods.  Alexander tried to conquer India, and failed, because of these goods.  This means that Kanada, Gotama and Buddha were living in the inter-connected and international ancient world.


Kanada’s Life and Legend

Kanada’s dates are debated.  Chinese scholars sometimes put his texts at 1000 BCE, while our scholars often put them at 200 BCE or even 100 CE.  This is quite political, because the Chinese tradition comes very much from India and the European tradition comes very much from Greece.  The publisher of this texts says it is safe to say that Kanada lived and taught by 600 BCE at the latest.

Kanada’s name means, ‘One who eats grain’, but it could also mean, ‘One who gathers particulars.  We will see how this is central to logic and Kanada’s teachings.  He is also known as ‘The Owl’, or Uluka.  Legend has it that he was so ugly in appearance that he frightened young women, so he only ventured out at night, sneaking into granaries to eat corn and rice grains/particles.  Another story is Shiva taught him in the form of an owl.  Notice that there are many traditions and versions, some mixed with the stories of the Vedic gods.

Kanada began what is known as the Vaisheshika school, and thus his text is the Vaisheshika sutra.  Vaisheshika means particular, but also particle, atom, particular, special, specific, and distinction.   Kanada may have been the first logician and atomist in recorded history, but as we have seen this is still a debate that can be quite political.  Gotama’s Nyaya (Logic/Debate) school borrowed much from Kanada in forming rules and manuals of debate.  It is believed that Jainism and Buddhism took both of these systems and developed them in a skeptical and relativist direction.  Thus, Kanada and Gotama are positivistic logicians who are seeking atomic truths (universal, necessary and certain), and the Jains and Buddhists are skeptical logicians who criticize positivistic thinking with relativity and skepticism.

The two schools of Kanada (Vaisheshika) and Gotama (Nyaya) focus on inherence (how the particular individual is a member of the general group) and inference (conclusions that can be drawn about the particular individual when one knows the general group).  Two types of inherence which allow us to make valid inferences include speciation (groups that have typical qualities) and causation (events in time that lead from one to another).

Kanada set out his Vaisheshika system and its seven objects of knowledge to understand the world (cosmology or physics, but in the ancient world this extended to biology and psychology).  Gotama, who we will study next, was concerned with debate and logical argument.


The Vaisheshika System

First, we will go over Kanada’s seven objects of knowledge, and then interesting points in the following chapters Kanada makes that are important for logic and physics.

1) Substance (dravya): nine in number (air, water, fire, earth, ether, time, space, self and mind).  These are composed of particles or atoms that are eternal and uncreated (thus they can’t be created or destroyed).  Newton, like medieval alchemists before him but unlike modern physics and chemistry, believed in ether, the glue element that sticks the others together in combinations.

2) Attribute (guna): quality (color, texture, odor, taste) and quantity (number, measure, distinction, conjunction, disjunction).  Kanada argues in the text that attributes are not substances, but reside in substances and can cause substances, other attributes and actions.

3) Action (karma): note that karma is the physical energy and motion that makes kicking someone cause pain and also gets the kicker reborn as a cockroach (most only know of the second as a religious concept, but like Chinese Chi it is equivalent to physical energy and is often identified with the element fire in ancient systems).  Kanada argues that substances and attributes can cause actions but actions themselves cannot produce other actions.  He also argues action belongs to one substance, not many (note that the Buddhist “sound of one hand clapping” is a counter argument to this point, and that Gotama differs from Kanada on this also).

4) General (samanya): the universal or group, such as the general group (speciation) of all cows or the general event (causation) of a rainstorm (in which clouds cause rain).

5) Particular (vishesha): the individual or specific, such as the individual cow or the individual event of a cloud causing rain.

6) Inherence  (samavaya): the particular being included and conforming to the general.  We can make inferences based on inherences.  If we know that the general group of cows have horns, then we know that this particular cow must have horns.  Likewise, if we know that generally rainclouds cause rain, then we can infer that this particular rain must have been caused by clouds.

7) Non-existence or Emptiness (abhava): non-being, nothingness and void.  Nuf said.

Kanada tries to give a systematic account of the many types of each object and the relationships between each object (ex: substances and qualities can produce actions, but actions cannot).

In the second chapter, Kanada gives us an early understanding of what would later be called Modus Tollens in European Logic following Aristotle.  Kanada writes “in the absence of cause is the absence of effect but in the absence of effect there is no absence of cause”.  This means that if you know “If P then Q”, then you also know and can infer “If not Q then not P” but you do not know and cannot infer “If not P then not Q”.  This is very important to understand for basic logic, and many people make the mistake of thinking that one can infer “not P then not Q”.

Kanada discusses fire as energy.  It is interesting that fire was the most common form of energy seen and used in the ancient world, whereas electricity is the most common form seen and used in the modern world.  Thus, the Egyptians, Greeks, Indians and Chinese thought of energy as fire whereas we think of energy as electricity.

In the third Chapter, Kanada describes types of proofs and fallacies.  Gotama and the Nyaya school try to give an entire encyclopedia, and disagree with Kanada on many points.  Kanada like Aristotle argues that you can disprove arguments by finding contradictions and that you cannot infer the general from the particular (you cannot infer that all cows have spots from the individual cow that has spots).

Kanada argues that sound is caused and therefore it is impermanent.  Some have argued this seems to be a subtle critique of the earlier Vedic tradition (like arguing “paper is perishable” as a safe and subtle way of suggesting that the Bible must be temporary, not eternal).

Kanada argues that things move downward naturally, so things must have additional causes/forces to move sideways or upward (thus, smoke shows additional force or energy, namely that it has fire in it and fire moves upward.  He also argues thus that water moves upward by sun/fire in it, then comes downward in cycles.  Then, when the water collects in clouds, it causes the fire to be released as lightning.  He argues that the arrow flies first from cause and then from inherent tendency to remain in motion, similar if not identical to the modern concept of ‘inertia’.

Kanada says there are many organs in the body, but each has its own particularity as they have different causes/purposes.  We believe this today, but consider the ancient world understanding that Aristotle shared called the teleological view: every individual thing has a particular purpose as if the whole is conscious.  There is a Roman stoic writer who speaks of the horrible mystery of underground caverns that seem to exist in spite of no animals or humans being present.  This is a horrifying mystery because without conscious use, the ancient mind would be baffled by its existence.


Gautama and the Nyaya School of Debate

Medhatithi Gautama, who lived sometime about 550 BCE, is considered the founder of the Nyaya school and the author of the Nyaya Sutra, a textbook and manual on logical debate.  The Nyaya Sutra was not the first Indian text concerned with logical argument and analysis, but it became one of the most popular and thus foundational for the Nyaya school.  It is believed that the Jains and Buddhists, who are more skeptical thinkers about logic but very involved in debate, later took much from the Nyaya Sutra and school.  Nyaya means “right”, “just”, “justified” or “justifiable”, the same way we use ‘logical’ to mean ‘right debate or speech’.  The school reached its height in 150 CE, but it traces itself back to Gautama and his teachings.

Gautama is also called ‘Akshapada’, ‘Eyes in the Feet’, from a legend that he was so deeply absorbed in thought one day on a walk that he fell into a well, and God (Brahma) gave him eyes in his feet to prevent this from happening again.  Notice that, like the Vaisheshika ‘particular’ school, Nyaya is concerned with putting particular things into categories and relationships.  Objects and substances can be called the ‘feet’ of things, and their families or causes (generalities) the head or mind of things.

The Buddha, who also lived sometime around 550 BCE is also called Gautama or Gotama.  Some scholars used to argue that Gautama may have been the Buddha himself, but in fact they were two different founders of two different schools who were both from the Gautama region in Northern India which is how they share the name.  Gautama, Buddha and Mahavira (the founder of Jainism), were also of the warrior caste, the second class in the Indian caste system beneath the first class Brahmins, the Vedic priests and scholars.  This shows that the period produced new thinkers with new ideas that were questioning the established Vedic tradition, and the schools of this period are known to have become very popular because they were open to people of all castes including the lowest.  A story from the period says that a scholar who gave up on the Vedas and turned entirely to logic turned into a Jackal.  This story was obviously told by Vedic scholars and priests who found the new systems a threat to the old established traditions.  Like science in Europe, however, the new ways were gradually added to the old ways, until the new system was an old standard alongside the Vedic traditions.

The Nyaya Sutra is one of many debate manuals that was written for Indian philosophical or cosmological debates.  Questions asked included: “Is the self/soul/mind eternal or temporary?”, “Is the world and its laws eternal or temporary?”, “Is it better to renounce or indulge in luxuries?”, “Are there particular things which are sacred or is everything equally sacred?”, and, a question seen last week in Kanada’s text, “Is sound (and thus the oral tradition of the Vedas) eternal or temporary?”.  This last question is central to the Nyaya text and Gautama’s form of proof that we will study.

It is noticeable that many of these debates are concerned with distinguishing the eternal from the temporary.  In ancient world cosmology, the eternal was the sacred and the object of true knowledge.  If one could determine which things and laws are eternal, one would grasp the ways of the cosmos.

Notice that these debates (vadas) are also all of the form: Is object X in group Y or group not Y?  We will call this the Form of Nyaya Debate or Nyaya Vada.  If one could justifiably claim that all Xs are Ys, one could then argue for further truths based on the established truths.  Jains and Buddhists also took this form as fundamental.  For instance, the Vedic priests argued that the self/soul/mind was eternal, while the Jains and Buddhists argued that it is temporary.  In Greek thought, particularly with Plato and Aristotle, this arguing back and forth between opposite positions is called “Dialectic”.

Later, in Buddhist debates about 200 BCE, just after Nyaya hits its height, three areas of debate for a proposition were conducted in order:  “Is X always Y?”, “Is X everywhere Y?” and “Is X Y in everything?”.

In ancient India, a king, authority or rich patron would organize a debate and banquet, invite participants from various schools of thought to debate (often the teachers of competing rival schools, like a competition in a Kung Fu movie).  Women were not unheard of as debate participants, but not nearly as common as male debaters (one can unfortunately say this of American and British philosophical departments today).

Debate manuals like the Nyaya Sutra were designed to introduce students and scholars to typical forms of argument as well as methods of attack and defense.  They also listed fallacies, types of false arguments that sound solid but have flaws.  The Nyaya Sutra tells us that the best debater will not take cheap moves, ‘quibbles’ or ‘clinchers’, but one is free to make them at one’s own risk.  The text is surprisingly honest and insightful on this point.  By using deceptive reasoning, you could win the debate but you could also could lose if your opponent points out your errors or shortcuts.  This is still true of argument today even in the most casual setting, and a good reason that looking into old Logic texts like the Nyaya Sutra is still useful today.  Aristotle’s Organon, his ‘Tool’, are six books that cover different areas of debate and knowledge, similarly dealing with construction of argument and fallacies.  Aristotle also must straddle the sometimes contrary goals of arguing truth and winning the debate.


The Nyaya Sutra and System

The Four Sources of Knowledge are Perception, Inference, Comparison, and Testimony.  All of these can potentially give valid knowledge, but there are problems with each.  Perception is seeing or experiencing something for oneself.

Perception can only be valid if it tells you something determinate that doesn’t vary or change.  Two examples of false perception given in the text are confusing smoke and dust, and thinking that the hot earth is wet when in fact this is a mirage.

Inference is knowledge of an object produced by perception.  This shows Induction of perception passing into Deduction of inference which is still held in Philosophy and Psychology today.  There are two kinds of inference that one can have based on perception of associations (like rain always falling from clouds).

First, there is inference from perception of cause the knowledge of possible and potential effect.  For example, if one sees dark rain clouds, one can infer that it may possibly rain.  According to Kanada, Gautama and Modus Tollens (a basic form of Logic we saw first last week with Kanada), this is knowledge of a possibility, a potential, but not a certainty.  If one sees clouds, it is wise to get ready for rain but it is not certain that it will rain.

Second, there is inference from perception of effect to knowledge of cause.  For example, if one sees rain one knows there are clouds or if one sees a swollen river one knows that it must have rained.  According to Kanada, Gautama and Modus Tollens this sort of knowledge is certain provided that one is not deceived.  For example, if one sees smoke and it is not in fact dust then one knows that there is fire.

Comparison is knowledge of a thing by comparing it to something else that is similar or different.  For example, if one knows that cows are mortal and temporary, one is quite justified in believing that horses, quite similar to cows in many ways, are mortal and temporary.  Comparisons can often lead to valid beliefs, but there is the possibility of error.  An example is believing wrongly that a horse has four stomachs because one knows this is true of a cow.
Testimony is instructive words from a reliable person or authority.  There are two types, testimony of the perceived and testimony of the unperceived. The text gives the example of a physician saying butter makes you stronger as perceived and a priest saying you win over heaven with horse sacrifices as unperceived.  Notice that, like Kanada’s text, this is a subtle attack on the older Vedic ways and suggests that they are uncertain compared to inferences drawn from perception.  The Nyaya school is founded on the idea that valid deductive inferences must be based on regular and invariable perception, quite comparable to the modern scientific method.


The Form of Nyaya Proof

Some authors have claimed that Aristotle’s syllogisms are deductively valid but the Nyaya proof is not and based on induction.  Actually, Aristotle has many syllogisms he admits are not deductively valid on their own and he also believes that one can only argue based on what one perceives and one can be mistaken exactly like the Nyaya School and Gautama.  We can see induction and deduction working together in both Aristotle’s syllogisms and Gautama’s form of proof.  As can see in the text, there are five steps but as the Buddhists correctly perceived the first and second are identical to the fifth and the fourth.  To make it easier, I have boiled it down to two steps.  The first is a general rule backed by an example.  The second step is a reason which leads to a conclusion.  The text gives us an example:

Wherever there is smoke there is fire (rule), as in a kitchen (example).
Because there is smoke on the hill (reason), there is fire on the hill (conclusion).

For each of these parts, there are particular sorts of questions or doubts one can raise.  If one is in a debate against an opponent, it is critical to know the sorts of doubts that one can raise against the opponent’s argument as well as the doubts one’s opponent can raise against one’s own argument.

The text gives us examples that can be used against its own example of proof.  One can argue that an iron ball is on fire, but there is no smoke as a counter example to the rule “Wherever there is smoke, there is fire”, or one can argue that dust can be confused with smoke, so “There is smoke on the hill” may be misperception.

There is also two types of proof, positive homogeneous (proof by sameness) and negative heterogeneous (proof by difference).

Example of Proof By Sameness:

Whatever is produced is not eternal, as a pot.
Because it is produced, sound is not eternal.

Notice we saw this in Kanada’s text, and scholars have suggested it attacks the older Vedic tradition.  The example above concerning fire on the hill is also a proof by sameness.  This is quite similar to the structure of Aristotle’s most famous and basic syllogism:

If B, then C (plus example D), (If smoke then fire)
If A then B, then (if hill has smoke)
A then C (hill has fire)

Example of Proof By Difference:

Whatever is eternal is not produced, as in the soul.
Because it is produced, sound is not eternal.


Doubts, Fallacies and Quibbling

Doubt comes from five sources.  There is doubt by sameness (ex: seeing in twilight, can’t tell bush or man), by difference (ex: seeing two men in twilight, and thinking still one is a tree), by conflicting testimony (ex: Hinduism says there is an eternal soul or self, while Buddhism says there is no eternal self or soul), by irregular perception (ex: one sees a horse with horns attached to its head and questions whether horses can have horns), and by irregular non-perception (ex: one sees a cow with its horns removed and questions whether cows can have no horns).
Fallacies are false arguments.  Examples include changing the thesis, contradicting the thesis, meaningless utterance, incoherent speech (‘colorless sleep furiously green’ is a famous example by Noam Chomsky), repetition, silence, ignorance (failing to understand typically), evasion (‘I am called by nature’, ‘I have another appointment’), sharing the fault (problem with both sides), overlooking fallacies, pointing out false fallacies.

Quibbling is objecting to an argument as a fallacy when it is not actually a fallacy.  Quibbling can lose a debate just as surely as giving a fallacious argument.  The text gives three types: Term (ex: Someone claims to have a new (“nava”) blanket, but this is confused with the claim of nine (also “nava”) blankets), Genus (ex: Someone claims Brahmins are educated but the opponent objects that some Brahmins are two years old), Metaphor (ex: Someone claims poetically, “The scaffolds cry out”, and the opponent objects, “Impossible, they are inanimate objects”).