No theory forbids me to say "Ah!" or "Ugh!", but it forbids me the bogus theorization of my "Ah!" and "Ugh!" - the value judgments. - Theodor Julius Geiger (1960)

The Study of Sociology

Classic Sociology: Insights from Herbert Spencer's The Study of Sociology

Reference:
Spencer, H. (1873), The Study of Sociology, London: Henry S. King & Co.

Here are some key insights from Spencer’s influential work, which I found thoroughly engaging. It's fascinating to see how his ideas have shaped modern sociology.:

I - Our Need Of It (Why Sociology Matters)

"Causes and proximate results are alone contemplated…beyond each immediate result there will be multitudinous remote results, most of them quite incalculable.” (p. 2)

Spencer argues that people, whether general observers or trained scientists, often approach social issues simplistically. Complex issues like poverty, social inequality, and welfare demand more than immediate solutions or policies; they require understanding of interconnected causes and long-term impacts. 

Political and social actions are often justified by an immediate need for action rather than a thorough analysis of potential long-term consequences. This impulse to “do something” leads to frequent misunderstandings and ineffective policies that merely shift problems elsewhere or deepen them over time.

Without a systematic, scientific approach to studying social phenomena, society risks implementing misguided policies. These quick fixes fail to consider the complexity of social interactions and can perpetuate or even exacerbate the issues they aim to solve. The need, therefore, is for a sociological method that studies not only direct but also distant and unintended effects. This then allows for informed, sustainable social interventions rather than reactive measures.

II - Is There A Social Science?

"If there is no natural causation throughout the actions of incorporated humanity, government and legislation are absurd." (p. 46)

Spencer examines whether social phenomena can be studied scientifically. He identifies two major obstacles to the acceptance of sociology as a science: (1) The supernatural approach that attributes events to divine intervention, which makes sociological patterns unknowable and limits humanity's role to responding to divine will. (2) The "great-man theory" which contends that history is influenced primarily by the actions of prominent individuals; this further obscures broader social patterns by focusing on the impact of single influential people rather than social forces and structures.

Social phenomena, while complex and variable, still adhere to underlying laws and patterns. By examining historical trends and general human motivations, sociological events can be understood, if not with precision, then at least with approximate regularity, as in fields like meteorology or geology.

Sprencer critiques thinkers who argue that human free will makes social science impossible. He counters that while individuals are unpredictable, collective human behavior follows general patterns shaped by economic incentives, social rewards, and other consistent factors. Spencer concludes that dismissing the possibility of a social science undermines the logic behind legislation and governance, which rely on predictable responses to laws. Thus, sociology, though limited in its exactitude, can offer valuable insights by identifying social laws and regularities; thus it's useful for understanding and improving societal structures.

III - Nature Of The Social Science

“Organization is indispensable to growth.” (p. 65)

Drawing parallels to biology, Spencer suggests that just as organisms develop organs and systems for growth, societies require structured systems—like governance, economic policies, and legal frameworks—to function effectively. Without organization, sustainable growth is impossible, and even beneficial structures can become limiting if they fail to evolve alongside society.

Just as physical and biological sciences explore patterns based on unit characteristics, so can sociology, which studies aggregates of individuals. Societal characteristics, like physical structures, emerge from the nature of individual members, so social structures evolve predictably within certain limits.

Like bricks, cannonballs, and crystals, an aggregate’s form is determined by the properties of its parts, and this goes for human societies as well. Similar to biological organisms, societies develop structured parts, such as governments or economies, essential for growth but eventually posing limitations to further changes.

Though predicting individual social events (like wars) is challenging, general trends (such as societal complexity leading to more elaborate governance) can be foreseen. Thus, a social science can inform more thoughtful policies by aligning legislative actions with natural social development, rather than focusing solely on isolated historical events. Sociology is a legitimate science that, by recognizing broad social patterns, can offer insights into political conduct and societal growth.

IV & V - Difficulties Of The Social Science - Objective Difficulties

“Necessarily men take with them into sociological inquiries, the modes of observation and reasoning which they have been accustomed to in other inquiries…” (p. 73)

Sociology encounters greater obstacles than other sciences; these arise from the nature of social facts, human limitations as observers, and biases inherent to social context. Social phenomena cannot be directly observed or measured like physical or biological phenomena; instead, they require piecing together complex, dispersed data. Social concepts, like labor division, emerged only after extensive historical observation and analysis. This complex data-gathering makes sociological progress slower and more challenging than in other sciences.

Another major challenge comes from the observer’s biases. Even trained observers struggle to approach social phenomena without personal beliefs or emotional biases, especially as they are part of the society they study. Unlike other sciences, sociology is complicated by the observer’s social position, making total objectivity nearly impossible.

Distortions in sociological data are also due to historical biases, inconsistencies, and the difficulty in separating observations from inferences. Testimonies are often influenced by personal or institutional interests, which makes it hard to assess historical or contemporary facts objectively. Social phenomena unfold slowly over centuries, and judging social structures based on short-term observations leads to erroneous conclusions. Thus, while a scientific approach to sociology is possible through comparative analysis and focus on general trends rather than specifics, sociology must account for these unique challenges continuously.

VI - Subjective Difficulties - Intellectual

Spencer introduces "automorphic thinking" — We often misinterpret others’ thoughts and actions by using our own beliefs and standards as a baseline. This form of projection distorts understanding, especially in international studies, as foreign customs or beliefs are often seen as irrational when viewed through a local perspective. Western Europeans, for instance, misunderstood Greek and ancient Hebrew customs, because they applied their own feudal or knightly ideas to Greek myths and religious stories.

Another major point is the dual misconception regarding human nature: we tend to believe either that human nature is static and unchangeable or that it can be changed quickly and easily. Both views are flawed, according to Spencer. Instead, human nature evolves very slowly across generations through gradual societal influences. So, we shouldn't expect immediate moral or social improvements via education, political reform, or religious conversion, as this ignores the slow pace of human sensemaking and adaptation.

The complexity of sociological phenomena requires a highly developed intellectual faculty to grasp fully, which Spencer believes few possess. Many lack the mental flexibility to understand social facts outside the familiar framework of their own societies. For instance, people’s varied concepts of marriage, family, or duty across cultures, often contradict Western norms and values. This rigidity hinders the accurate study of social sciences, as it fails to account for the diversity of possible social structures and beliefs. To understand sociology properly, one must develop intellectual flexibility, accept the diversity of social arrangements and discard rigidly formed expectations based on limited personal experience.

VII - Subjective Difficulties - Emotional 

Spencer addresses “the irresistible conviction” emotions bring to social debates, suggesting that strong emotional responses often cloud objective analysis, particularly in political and social contexts. Emotions such as fear, admiration for authority, and impatience for change can lead to hasty decisions and blind faith in government solutions, even when historical failures suggest caution.

Emotions distort judgments. Especially in social and political contexts, they influence our capacity to think rationally about sociological issues. Emotions like fear, love, hate, impatience, and reverence for authority distort our perceptions of probability, importance, and the ethical weight of events. For instance, the heightened fear following isolated incidents such as railway murders or smallpox epidemics, lead people to overestimate risks despite statistical evidence suggesting otherwise.

Political and social views are especially influenced by deep-seated emotions. For instance, impatience drives people to scorn political economy when its principles contradict personal beliefs. Similarly, admiration for power and awe of authority lead people to unreasonably glorify political figures or accept questionable policies. This reverence persists across political affiliations, from monarchists to revolutionaries, and this reflects a near-universal belief in the power of the state to solve social issues, despite its many failures. Emotion-based reverence for authority leads to exaggerated faith in governments and rulers, and causes people to overlook faults and mismanagement in public institutions. Historical examples include mismanagement within the British Navy, resistance to scientific remedies like lemon juice (Vitamin C) for scurvy, and extensive delays in adopting proven medical treatments. Even as states fail to meet basic responsibilities, citizens continue to trust state interventions, which shows an uncritical faith inherited from ages when rulers were seen as semi-divine.

VIII - The Educational Bias

Modern society, Spencer notes, is torn between two social imperatives: amity (promoting altruism) and enmity (endorsing self-interest and conflict). Societies, situated between primitive and future ideals, struggle with these dual doctrines: the religion of amity is about selflessness and forgiveness, while the religion of enmity upholds self-defense, competition, and honor in resistance. This duality, essential for survival and cooperation, creates a confusing compromise for individuals, who oscillate between extreme altruism and egoism, which results in conflicting social and personal values.

This divide is evident in education. Religious teachings and classical texts embed these doctrines, sometimes taught by the same educators, reinforcing both self-sacrifice and self-defense. Individuals often adopt the creed of amity (love and forgiveness) in theory but revert to enmity (justice and revenge) when faced with threats. A split between preached ideals and practical conduct.

Each doctrine in isolation is extreme and impractical, and altruism and egoism are mutually essential. Extreme altruism, or complete self-sacrifice, is counterproductive as it can diminish personal well-being and even promote selfishness in others. Likewise, unbridled egoism can lead to social fragmentation. War is a double-edged sword; it supports societal integration and advances industry but also promotes aggression, which hampers empathy and moral development in later stages of civilization.

To understand societal evolution and make ethical judgments, we need an equilibrium which rejects absolute altruism and ruthless egoism in favor of a synthesis that values both self and others.

IX - The Bias of Patriotism 

"Patriotism is nationally what egoism is individually."

Similar to how personal egoism clouds individual perception, excessive patriotism distorts rational understanding of social phenomena. This patriotic bias results in nationalistic views that glorify one’s own country while underestimating or misjudging others. This impedes objective sociological insights. Examples are historical misrepresentations of wars, cultural judgments, and biased views toward indigenous peoples. Patriotism affects assessments of other societies. Even scientific and cultural achievements are often misinterpreted due to patriotism, as seen in the national self-assurance of countries like France and Germany (wrote Spencer in 1873).

In anti-patriotism, undervaluing one’s own country leads to an undue admiration of foreign practices. An example given is the undervaluation of England’s contributions to science and ideas, despite significant achievements in fields like logic, chemistry, geology, and biology. Both excessive patriotism and anti-patriotism undermine balanced sociological understanding. Only by overcoming these biases can individuals reach more objective, scientific perspectives on social evolution and international relations.

X - The Class-Bias

Class interests distort objective thinking about social organization, similar to the effects of patriotism. The class bias causes people to prioritize their own group’s benefits over societal needs, which impedes balanced views on social matters. Members of different classes—be it military officers, lawyers, or workers—often fail to see broader social advantages. They focus instead on the interests of their respective class or profession. For example, the wealthy may view worker strikes as unwarranted disruptions, while the working class may see employers as unjust. They then overlook the fact that existing organizational structures reflect the current human nature.

The ruling class tends to see societal hierarchy as natural and beneficial for everyone. They often ignore the hidden costs of dominance, such as dissatisfaction among the elite. Likewise, working-class biases lead to resistance against capitalist structures without recognizing that industrial improvements depend on advancements in human behavior and cooperation. Overcoming these biases is essential for true social progress, but such biases, much like patriotism, may remain necessary to some extent for societal stability. Only through social evolution can these biases diminish.

XI - The Political Bias

Political biases distort objective thinking about social structures particularly through emotional loyalty to government systems and the assumption that laws alone can solve social issues. Political biases influence not only opinions on current issues but also views of history and the future. Biases skew perceptions, as shown in radically different interpretations of events by different figures.

Political biases are also seen in the overestimation of laws and institutions; the assumption is that adding policies directly improves outcomes. The impact of regulations is often unpredictable and may yield adverse side effects, as illustrated with failed laws intended to curb drunkenness and with inefficient administrative practices.

Social progress requires forms of government that evolve naturally with the population’s character. Political forms, when imposed without alignment with societal values, often revert to despotism, as illustrated by contemporary democracies where institutions fail to ensure actual liberty. The belief that a perfect government can be created through policy is naïve, given that any government reflects the average morality and intellect of the populace.

These political biases prevent a comprehensive understanding of social evolution by focusing narrowly on the regulatory aspect of society while ignoring spontaneous social dynamics. True sociological insight requires moving beyond partisan perspectives to appreciate the complex, often self-organizing nature of social development, an understanding that grows only as society advances.

XII - The Theological Bias

Religious beliefs influence, and often distort, perspectives on society and social science. Theological biases can prevent people from objectively evaluating societies with different beliefs (e.g. Fijians condemned Samoans for lacking violent religious rites). Similarly, religions may interpret social phenomena through theological lenses rather than ethical or practical considerations. Rituals and obedience are then prioritized over intrinsic human welfare.

Both intense theological devotion and reactive atheism skew social understanding. While the devout often judge actions by religious doctrine rather than human benefit, atheistic reactions tend to undervalue religion's past role in promoting social cohesion and morality. This anti-theological bias assumes that rational ethics could wholly replace religious morals, but this ignores the fact that most people rely on religiously enforced codes rather than purely rational ethics.

The sentiment of reverence for a mysterious, ultimate force is innate and will persist beyond traditional religions. It will likely change towards a sense of awe at the unknown within scientific explanations, rather than disappearing altogether. 

Maintaining an objective view in social science requires recognizing religion's dual legacy: while some doctrines may be obsolete, the underlying human drive for moral and existential meaning remains significant in shaping societies. The goal is not to eliminate this sentiment but to evolve it alongside society's development.

XIII - Discipline

Someone who wants to effectively study sociology needs the essential mental preparation required. To understand the complex social phenomena, the mind must be conditioned through a multidisciplinary approach, which draws on various sciences, including mathematics, physical sciences, and life sciences. Each field imparts crucial habits of thought, such as logical necessity, causation, continuity, and complexity, that help navigate the multi-faceted nature of social issues.

One's ability to think clearly and draw accurate conclusions in sociology is largely influenced by habits of thought developed through studying other sciences. Each field shapes unique mental processes that influence how one interprets complex social data.

Abstract sciences like mathematics provide a sense of logical necessity and absolute truths, which helps cultivate confidence in inevitable relationships. But an exclusive focus on abstract sciences can make people prone to oversimplifying or overly defining complex social issues.

Familiarity with physics and chemistry reinforces the concept of causation, helping students recognize the proportionate relationship between cause and effect. This is essential for understanding social phenomena but is limited when used without consideration of other disciplines.

Biology, as a representative of concrete sciences, uniquely illustrates continuity, complexity, and contingency. It introduces fructifying causation, where effects grow and diversify: social phenomena often arise from complex, interconnected causes and results. To comprehend and engage in the science of society, students need a well-rounded scientific education, with a strong emphasis on life sciences, which provides foundational concepts directly applicable to sociology.

XIV - Preparation In Biology

A comprehensive understanding of biology is essential for sociological study, as societies and biological organisms share fundamental structural and functional similarities. The idea of sociology's dependence on biology has developed over centuries, with thinkers like Hooker, Ferguson, and Comte contributing to the understanding of society as an extension of individual biological traits and laws. Comte emphasized that sociology builds on biology, although his belief in fixed species limited his sociological interpretations.

Societies and organisms both evolve through mutual dependence among parts and through specialized functions. Just as body organs serve distinct yet interconnected roles, individuals in society specialize in various roles, forming social structures that rely on mutual interdependence, trade, and communication, which enhance overall functionality.

Societal organization mimics biological principles, such as the "division of labor," where different social groups develop specialized functions for efficiency. This biological parallel, first observed in Political Economy, suggests that societies become more complex through differentiation and interdependence, reflecting the way organisms develop through specialized structures and functions.

The principle of natural selection and adaptation affects societies just as it does organisms. Social policies that artificially sustain the weak or prevent natural selection can hinder societal evolution, leading to increased fragility and diminished societal resilience.

Uncritical interventionism by legislators and philanthropists can aid weaker members of society, but it also disrupts natural adaptation, and potentially weakens the population over time. A more biologically informed approach to social policies can better address long-term societal health and development.

Understanding biological laws clarifies how society evolves, emphasizing that social improvement requires alignment with these natural processes rather than arbitrary human interventions. To formulate effective social policies, one must first understand biology deeply, recognizing its role in shaping human behaviors, capacities, and societal dynamics.

XV - Preparation In Psychology

“Psychological truths underlie sociological truths.”

Psychological understanding is critical in forming sound legislation and social policies. Legislators often ignore or underestimate the influence of psychology on human behavior, and this leads to policies based on superficial or incorrect assumptions about the nature of human motivation, thought, and emotion. 

Lawmakers tend to make decisions based on accumulated empirical knowledge rather than systematic psychological principles. They rely on superficial, intuitive judgments. Despite understanding the impact of human behavior on policy effectiveness, legislators frequently disregard deeper psychological insights into human motives and actions.

Behavior is driven more by emotions than by intellectual reasoning. For example, actions like bravery or altruism stem from emotions rather than logical thought alone. This implies that policies aiming to improve behavior by merely spreading knowledge or emphasizing intellectual learning are ineffective, as they fail to engage the underlying emotional drivers.

The belief that education —particularly intellectual learning— will reduce crime or improve moral behavior is naive. Policies sometimes expect literacy or knowledge acquisition to lead to ethical behavior, but character and habits, influenced by emotions and repeated action rather than by information, are crucial for moral development.

Social policies reducing individual responsibility, such as excessive reliance on the state for childcare or welfare, weaken self-reliance and social responsibility. Such policies inadvertently support dependency and irresponsibility, as they shield people from the natural consequences of their actions.

Men and women have distinct psychological traits, shaped by evolutionary and social pressures. Women’s greater tendencies towards sympathy, authority respect, and immediate concerns versus abstract reasoning influence social arrangements and policy. Increasing feminine influence without acknowledging these differences may alter societal dynamics in unintended ways.

A genuine understanding of social issues requires foundational knowledge in psychology. Social policies should be rooted in well-studied psychological principles rather than casual observations, as only through a rational interpretation of individual motives and behaviors can we hope to understand and shape societal outcomes effectively.

XVI - Conclusion: Evolutionary Sociology

Discussing sociology inevitably involves addressing the science’s substance, as true study requires engaging with underlying truths and the principles of social evolution. Sociology, seen through the lens of natural evolution, reveals social phenomena as products of natural laws, not isolated events or purely the result of individual actions or supernatural intervention.

Sociology uniquely challenges researchers as it requires observing society from within it, creating biases. Social scientists are influenced by the emotional, political, and ideological biases prevalent in their society, complicating impartial analysis. Factors like national, class, and political biases interfere with objective interpretations and make unbiased study particularly difficult.

Social changes are gradual, aligning with the evolutionary perspective of society. Societies, like organisms, evolve in stages, and thus rapid change is neither realistic nor sustainable. This gradual approach is essential as rapid changes can disrupt social equilibrium, and existing institutions, despite their flaws, have historically provided stability and must be carefully adapted, not abruptly discarded.

A balanced view that combines conservative and radical perspectives is essential. While understanding past structures' value, it’s also important to envision future transformations. Extreme change or strict resistance alone fails to support true progress. Thus, reformers should recognize the need for measured, evolutionary progress rather than radical upheavals.

Social progress mirrors natural processes, where meaningful, lasting changes occur incrementally rather than rapidly. Each person’s efforts contribute to the overall progression of society, even if they cannot significantly accelerate the rate of evolution. Recognizing these limits can help reformers maintain realistic expectations and continue working within these gradual changes.

While social evolution is a slow process, this understanding should not deter individual efforts for improvement. Those dedicated to social betterment must combine enthusiasm for reform with patience, knowing that even small changes contribute to the larger evolution. True progress in human society, like in nature, requires time, patience, and countless small, positive efforts.

A calm, persistent approach to social reform is needed, and this has to be grounded in scientific understanding and a recognition of the evolutionary nature of society.

Postscript

Spencer’s ideas on self-regulating systems and functional differentiation resonate with modern approaches to safety, i.e. the value of adaptive systems over rigid bureaucratic control. Spencer still viewed emotional responses as disruptive to rational thought. Later, we came to recognize that emotions go together with cognitive processes in decision-making.

Spencer’s insights into the dangers of over-regulation remain relevant, but both adaptive capacity and judicious oversight are essential. Spencer’s legacy, refined through later insights, shows that managing risk is both about understanding human psychology and about structural adaptation and control. It depends on the kind of system where the focus should be.