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11 science lessons -- from war

Former Secretary of Defense Robert McNamara's 11 lessons of war apply to scientific research, according to a biologist


[Published 12th April 2010 07:39 PM GMT]


Former Secretary of Defense Robert McNamara is usually remembered for his close ties to the war in Vietnam -- his central role in the war's escalation and the associated loss of life. But McNamara, trained in economics, also spent significant portions of his life thinking about and implementing methods to improve efficiency. During World War II, for example, he worked for the Office of Statistical Control to improve flight paths and help end the war in the Pacific.

Secretary of Defense Robert McNamara
pointing to a map of Vietnam at a press
conference on April 26, 1965

Image: Wikimedia commons,
Marion S. Trikosko
In 1995, McNamara wrote a book highlighting his 11 lessons of war, which were later featured in an Errol Morris documentary. The lessons have an ostensibly militaristic feel, but I've found that with slight tweaking they work well as guidelines for conducting scientific research.

1. Empathize with your enemy
Substitute subject or study for enemy, and the point is the same: Take time to think about what you are engaging with. What you study is more than a set of parameters; there is always more to the equation. In the same way that McNamara didn't see Vietnam for the centuries-old conflict it was, a narrow viewpoint can restrict the questions you ask and ultimately the answer you arrive at.

2. Rationality will not save us
Of course we need to approach research in a rational way, but rationality may not have the final say. Some of the least rational hypotheses are often later found to be true -- who would have hypothesized that a Penicillium fungus would produce one of the most culturally important antibiotics?

3. There's something beyond one's self
Social values and constructs help define conflict and science. In both, decisions are best approached when you remove yourself as either the advocate or omniscient. As Clever Hans, the horse mistakenly purported to do arithmetic and other mental tasks, showed us, even when we aren't consciously influencing an experiment, there can still be effects. Many scientists eliminate this error through blind or double-blind experiments, in which neither they nor their subjects know what to anticipate.

4. Maximize efficiency
This is good advice for all walks of life -- including science. To remain competitive, scientists must regularly publish their work in peer-reviewed journals -- the traditional "publish or perish" mentality. During a study it is critical to make sure that all steps contribute to the larger research question -- not only to advance the science, but to avoid wasting resources.

5. Proportionality should be a guideline in war
As it should in science. Proportionality guides the entire scientific process: Hypotheses should be proportional based on their evidence, and the subsequent experiments must remain proportional to the initial questions. To avoid lethal outcomes, for example, FDA studies that develop recommended drug dosages must be "proportional" to relevant populations by including individuals to which the results apply.

6. Get the data
This goes without saying. McNamara was the first non-Ford Family member to be president of Ford Motors largely because he made executive decisions based on collection of good data. And in research, our conclusions and subsequent actions need to be based on facts from data, not assumptions or advocacy.

7. Belief and seeing are both often wrong
Observation is not proof -- it is evidence for something that needs further validation. Unconfirmed and ultimately incorrect observations in the Gulf of Tonkin, for example, opened the door for a war in Vietnam. Casual observation in science can likewise lead a researcher down the wrong path and to a false conclusion. Anecdotes can often help guide the scientific process, but they are not always correct, and can be a slippery slope when applying such unquantified thoughts to a study.

8. Be prepared to reexamine your reasoning
In science, ideas and evidence build on each other. Neither, however, is impermeable to fallacy or change. It's acceptable to make mistakes, but unacceptable to be blind to the possibility that you are wrong. If you still aren't sold on re-examination, perhaps you are still living on a flat earth, around which the sun and other planets are revolving.

9. In order to do good, you may have to engage in evil
Ideally this lesson has less truth in science than in war; however, sacrifice of life can be an acceptable protocol if administered appropriately and executed for the right reasons. While pain, suffering, and death are not to be taken lightly, animal studies can be acceptable if the benefit of the end product outweighs the negative aspects of the process.

10. Never say never
A never-say-never attitude is often what keeps science going. Whether you're searching for a cure for cancer or cold fusion the idea of mentally restricting yourself eliminates possibilities that may provide solutions. Recall that Krebs and his eponymous cycle were originally rejected from the journal Nature -- good thing Krebs persisted.

11. You can't change human nature
Both science and war can be infinitely complex and often beyond human comprehension. Neither has preordained answers, despite our tendency towards supposition. So long as a human has hypothesized, designed, executed, or in any other way influenced a study, human nature has, too. Think about your study from various vantage points, and avoid jumping in headfirst in pursuit of a self-fulfilling prophecy.

Steve Midway is a PhD student at the University of North Carolina Wilmington, studying fisheries biology.

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    Rating: 3.58/5 (40 votes )





    war or no war - apply these lessons in science
    by heeralal prem

    [Comment posted 2010-04-20 05:12:04]
    these are valuable lessons, especially for teachers of science, but more especially for those who train science teachers. these lessons can be used to train effective science teachers. the science teachers will therefore have an impact on learners and the development of scientific knowledge.



    This is a rather funny article...
    by anonymous poster

    [Comment posted 2010-04-15 10:46:25]
    And choosing Robert McNamara as lifestyle guru, considering his life and results (even, and specially, on war), well, no way, thanks!
    I still wonder if the guy writing this was serious...



    Rookie stuff? I think not
    by anonymous poster

    [Comment posted 2010-04-14 21:23:23]
    This may seem overly simplistic to some but if nothing else its a good reminder of what you need to remember to keep your research and your interactions with other researchers in perspective. I saw perfect examples of today of how some people I work with that need to start taking certain points to heart. And I'm not referring to the efficiency or getting data parts, but the human interaction parts. Sad to say but true.



    Lesson unlearned
    by anonymous poster

    [Comment posted 2010-04-13 13:18:17]
    Here's a science lesson from war you won't ever hear from McNamara or any of his successors:

    Don't fabricate information.



    The Most Important Lesson from Robert McNamara
    by anonymous poster

    [Comment posted 2010-04-13 11:55:50]
    The McNamara Fallacy

    From Wikipedia, the free encyclopedia
    The McNamara fallacy refers to Robert McNamara, the United States Secretary of Defense from 1961 to 1968, and his belief as to what led the United States to defeat in the Vietnam War. It refers to the quantifying of success in the war (e.g. in terms of enemy body count) while ignoring other variables.

    The first step is to measure whatever can be easily measured. This is ok as far as it goes.

    The second step is to disregard that which can't be easily measured or to give it an arbitrary quantitative value. This is artificial and misleading.

    The third step is to presume that what can't be measured easily really isn't important. This is blindness.

    The fourth step is to say that what can't be easily measured really doesn't exist. This is suicide.

    ?Charles Handy, The Empty Raincoat, page 219.



    Lessons from war?
    by Jay Lee

    [Comment posted 2010-04-13 11:50:37]
    Rather (or in addition to) read John Boyd. The OODA loop is a wonderful structural model that provides a starting point for developing research questions in science. It is easily modifiable to any environment and has been used extensively in business research.



    yawn....
    by Christopher Francklyn

    [Comment posted 2010-04-13 11:35:02]
    This is all rookie stuff. Much better to read Sun Tzu and Clauswitz, who remain the real sources of original thinking for applying strategic thinking to ordinary life.



    No No No!
    by Kathy Barker

    [Comment posted 2010-04-13 11:15:21]
    Steve, I hope you'll reconsider the use of McNamara's 11 lessons in any comparison with science. His lessons are dull, banal, contradictory, self-rationalizing, wrong- and they didn't even work. But he didn't get the data, he didn't reexamine his reasoning- he didn't follow his own advice in his very sketchy 11 lessons.

    Of course, there is some useful information a scientist can get from the 11 lessons, as human endeavors all have much in common. But - "In order to do good, you may have to engage in evil." Really? Science and the military might better profit from "First, do no evil" to help prevent the same blindness to his actions that McNamara suffered from.

    McNamara is as far as a role model for good science as you can get: By his own admission, he didn't tell the truth, he went along with actions that he didn't believe in, and his lack of moral or intellectual courage resulted in unfathomable pain. Yes, he was a businessman and brought systems analysis to the military, and his 11 lessons are revered in business schools. McNamara and his lessons should be almost as inappropriate in business school as in science- almost. Scientists have (I hope) a greater burden of telling the truth and using their skills to help, not harm.








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