Keith S. Taber
Analogy in science
Analogy is a common technique used in science and science education. In scientific work analogy may be used as a thinking tool useful for generating hypotheses to explore – "what if X is like Y, then that might mean…". That is, we think we understand system Y, so, if for a moment we imagine that system X may be similar, then by analogy that would mean (for example) that A may be the cause of B, or that if we increase C then we might expect D to decrease… Suggesting analogies has been used as a way of introducing a creative activity into school science (Taber, 2016).
Read about analogies in science
Scientists also sometimes use analogies to explain their ideas and results to other scientists. However, analogies are especially useful in explaining abstract ideas to non-experts, so they are used in the public communication of science by comparing technical topics with more familiar, everyday ('lifeworld') phenomena. In the same way, teachers use analogies as one technique for 'making the unfamiliar familiar' by suggesting that the unfamiliar curriculum focus (the target concept to be taught) is in some ways just like a familiar lifeworld phenomena (the analogue or source concept).
Read about science in public discourse and the media
Read about making the unfamiliar familiar
COVID is like a fire…
So, I was interested to hear Prof. Andrew Hayward, Professor of Infectious Disease Epidemiology and Inclusion Health Research at UCL (University College London), being interviewed on the radio and suggesting that COVID was like a fire:
"Sometimes I like to think of, you know, COVID as a fire, if we are the fuel, social mixing is the oxygen that allows the fuel to burn, vaccines the water that stops the fuel from burning, and COVID cases are the sparks that spread the fire. So, we are doing well on vaccines, but there's lots of dried wood left."
There's quite a lot going on in that short statement. If Prof. Hayward had stopped at "sometimes I like to think of COVID as a fire" this would have been a simile where it is simply observed that one thing is conceived as being a bit like another.
Simile offers a comparison and leaves the listener or reader to work out the nature of the similarity (whereas metaphor, where one thing is described to be another, an example would be 'COVID is a fire', leaves the audience to even appreciate a comparison is being made). Analogy goes further, as it makes a comparison between two conceptual structures (two systems), such that by mapping across them we can understand how the structure of the unfamiliar is suggested to be like the more familiar structure.
That is, there is a mapping (see the figure below) that is based on pairings across the analogy. Here fire and COVID disease are each treated as systems with components that are structured in a parallel way:
COVID (illness): fire
people: fuel
social mixing: oxygen
vaccines: water
COVID cases: sparks
A lot of us are like kindling
Moreover, having set up this analogy, we are offered some additional information – we are doing well on vaccines (= there is plenty of water to stop fuel burning), but there is still a lot of dried wood. The listener has to understand that the dry wood refers to fuel, and this maps (in the analogy) onto lots of people who can still become infected.
I suspect most people (science teachers perhaps excepted) listening to this interview will not have even explicitly noticed the nature of the analogy, but rather automatically processed the comparison. They would have understood the message about COVID through the analogy, rather than having to actively analyse the analogy itself.
We can stop the sparks spreading the fire
Professor Hayward was asked about contact tracing and suggested that
"…the key thing is the human discussion with somebody who has COVID to identify who their contacts are and to ask them to isolate as well, and that really stops those sparks getting into the population and really helps to dampen down the fire."
That is, that potential COVID cases (that are like sparks in the fire system) can be prevented from mixing with the wider population (who are like fuel in the fire system) and this will dampen down the fire (the illness in the COVID system). {Note 'dampen down' seems to be a metaphor here rather than a true part of the analogy (in which it is the vaccines that have the effect of 'literally' {analogously} dampening down the fire). Stopping sparks mixing with fuel will limit new areas of combustion starting rather than dampening down the existing fire.}
Again, most people listening to this would likely have taken on board the intended meaning quite automatically, without having to deliberately analyse this answer – even though the response shifts between the target topics (the COVID disease system) and the analogue (the fire system) – so the sparks (fire system – equivalent to infectious cases) are stopped from getting into the population (COVID system – equivalent to the fuel supply).
This is reminiscent of chemistry teaching which slips back and forth between macroscopic and molecular levels of description – and so where references to, for example, hydrogen could mean the substance or the molecule – and the same word may have a different referent at different points in the same utterance (Taber, 2013). Whether this is problematic depends upon the past experiences of the listener – someone with extensive experience of a domain (probably most of the audience of a serious news magazine programme understand enough about combustion and infection to not have to deliberate on the analogy discussed here) can usually make these shifts automatically without getting confused.
Fire requires…AND…AND…
An analogy can only be effective when the analogue is indeed more familiar to the audience (you cannot make the unfamiliar familiar by comparing an unfamiliar target with an analogue that is also unfamiliar) so the use of the analogy by Professor Hayward assumed some basic knowledge about fire. Indeed it seemed to assume knowledge of the so-called 'fire triangle'.
This is the idea that for a fire to commence or continue there need to be three things: something combustible to act as fuel; AND oxygen (or another suitable substance – as when iron filings burn in chlorine – but in usual circumstances it will be oxygen); AND a source of energy sufficient to initiate reaction (as burning is exothermic, once a fire is underway it may generate enough heat to maintain combustion – and sparks may spread the fire to nearby combustible material). To extinguish a fire, one needs to remove at least one of these factors – water can act as a heat sink to decrease the temperature, and may also reduce the contact between the fuel and oxygen. Preventing sparks from transferring hot material that can initiate further sites of combustion (providing energy to more fuel) can also be important.
Unobtrusive pedagogy
The quotes here were part of a short interview with a broadcast journalist and intended for a general public audience. Prof. Hayward introduced and developed his analogy as just sharing a way of thinking, and indeed analogy is such a common device in conversation that it was not obviously marked as a pedagogic technique. However, when we think about how such a device works, and what is expected of the audience to make sense of it, I think it is quite impressive how we can often 'decode' and understand such comparisons without any conscious effort. Providing, of course, that the analogue is indeed familiar, and the mapping across the two conceptual structures can be seen to fit.
Works cited:
Taber, K. S. (2013). Revisiting the chemistry triplet: drawing upon the nature of chemical knowledge and the psychology of learning to inform chemistry education. Chemistry Education Research and Practice, 14(2), 156-168. doi:10.1039/C3RP00012E
Taber, K. S. (2016). 'Chemical reactions are like hell because…': Asking gifted science learners to be creative in a curriculum context that encourages convergent thinking. In M. K. Demetrikopoulos & J. L. Pecore (Eds.), Interplay of Creativity and Giftedness in Science (pp. 321-349). Rotterdam: Sense. (Download the author's manuscript version of this chapter.)