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Buchanan 2004
Buchanan 2004
Social Epistemology
I am grateful for excellent comments on earlier versions of this article provided by Sahar
Akhtar, Andrew Altman, Kristen Hessler, Cindy Holder, Avery Kolers, Alex Rosenberg, Kit
(Christopher) Wellman, and the Editors of Philosophy & Public Affairs.
© by Blackwell Publishing, Inc. Philosophy & Public Affairs , no.
96 Philosophy & Public Affairs
the risk is not simply that one will come to have false beliefs, but that the
same social processes that instill false beliefs will make it difficult to
correct them.
To say that social institutions can put us at prudential and moral risk
by inculcating false beliefs and the epistemic vices and distorted expe-
riences that sustain them, still underestimates the problem. A person
growing up in a racist or sexist or anti-Semitic or fascist society suffers
affective, as well as cognitive, disabilities. One learns distorted emotional
responses, in part by modeling them on the responses of parents, other
authority figures and peers, and in part because one’s affective disposi-
tions are (mis-)informed by false beliefs. If one believes blacks or Jews
are unclean, inferior beings, one will find physical contact with them
repugnant. Instead of being reliable moral guides, one’s moral emotions
become both symptoms and sustainers of false beliefs.
Those who are cognitively and emotionally disabled by a socially
inculcated system of false beliefs are typically not sociopaths. They have
the usual moral powers, but their operation is systematically disabled.
The problem is not that they lack the stable dispositions to feel, to judge
and to act that are called moral virtues, but rather that they possess them
in a truncated and distorted form.2 For example, a Nazi may believe that
every human being’s rights are to be respected and may be capable of
being moved by sympathy for the suffering of someone he identifies as
a human being. Yet if he believes that Jews are dangerous subhumans,
he may also believe that they ought to be exterminated; and when he
sees them killed he may feel no sympathy.
As my description of my own predicament indicates, the social
processes that produce and sustain the sorts of false beliefs that disable
the virtues prominently feature what I have elsewhere called epistemic
deference, the tendency to regard certain persons as reliable sources of
beliefs.3 For example, in the Third Reich, deference, not only to govern-
ment officials, but also especially to scientists and to medical doctors,
as well as to teachers, played an important role in inculcating, dissemi-
nating, and sustaining racist beliefs and the social practices that
expressed them and helped fashion the experiences that seemed to
2. Allen Buchanan, “Social Moral Epistemology,” Social Philosophy and Policy 19 (2002):
126–52.
3. Ibid.
98 Philosophy & Public Affairs
confirm them.4 Later I examine in some detail how the way in which
authorities are socially identified, and hence how epistemic deference is
allocated, can either exacerbate or diminish the moral and prudential
risks of socially inculcated false beliefs.
Of course, it is not only those who grow up in grossly repressive soci-
eties who are vulnerable to socially inculcated false beliefs. All societies
inculcate false beliefs (as well as true ones). Who we are depends in large
part upon what we believe, and what we believe depends, more than we
like to admit, upon our social environment. Among the two best con-
firmed sociological generalizations are that in all societies individuals’
beliefs are strongly influenced by their social surroundings, and that
most of us seriously underestimate the extent to which this is so.5
Not just in childhood, but throughout our lives, believing, and hence
knowing, are largely a collective enterprise. This is the central message
of social epistemology, which has been defined as the comparative eval-
uation of how well social institutions facilitate the formation, preserva-
tion, and transmission of true beliefs.6 The formation (or production) of
true beliefs can take place in either of two ways: by the creation of new
beliefs or the correction of false beliefs. Even when it does not achieve
the maximization of true beliefs, expertise can be extremely valuable in
avoiding or correcting false beliefs.
The dark side of this profound epistemic dependence is our vulnera-
bility to socially inculcated false beliefs that put us at grave prudential
and moral risk. The proper response to this vulnerability, contrary to
Descartes, is not to attempt to free ourselves of the epistemic influence
of society. Even if we could do so, the price would be much too high,
because we can know so little on our own. Instead, we should attempt
4. Robert Jay Lifton, The Nazi Doctors: Medical Killing and the Psychology of Genocide
(New York: Basic Books, 1986). Of course, this is not to say that epistemic deference is the
only cause of dangerous socially inculcated false beliefs, nor that an adequate causal expla-
nation of the prevalence of such beliefs would start with epistemic deference as the
primary cause. For example, many people may gain comfort from conformity of their
beliefs with those of their countrymen, especially in times of radical uncertainty, and epis-
temic deference can serve to facilitate such conformity.
5. See, for example, Jacquie D. Vorauer and Dale T. Miller, “Failure to Recognize the
Effect of Implicit Social Influence on the Presentation of Self,” Journal of Personality and
Social Psychology 73 (1997): 281–95.
6. Alvin Goldman, Knowledge in a Social World (New York: Oxford University Press,
1999). Note that by epistemology I mean what Goldman calls ‘veritistic epistemology’. In
other words, I am assuming that there are truths and hence that there can be true beliefs.
99 Political Liberalism and
Social Epistemology
7. Meritocratic criteria are often qualified by giving weight to other considerations. For
example, seniority often counts in one’s favor in matters of promotion. My aim is not to
argue for strictly meritocratic criteria in all or any particular contexts. Instead, the social
epistemological argument I develop serves to make it clearer what the full costs—in par-
ticular the epistemic costs—of departures from meritocratic criteria are. More specifically,
departures from meritocratic criteria should be understood not only as possibly depriving
the best qualified candidate for a position of something that her qualifications entitle her
to, but as an instance of a practice that may be costly for all of us, from the standpoint of
reducing epistemic risk.
100 Philosophy & Public Affairs
8. See, for example, Thomas Christiano, “Is There Any Basis for Rawls’ Duty of Civility?”
Modern Schoolman 78 (2001): 151–61. My reasoning in the current article, however, does not
assume that to be a sound justification, a defense of liberal institutions must meet con-
straints of political liberalism. My goal is only to show that the social epistemology argu-
ment provides a strong case for key liberal institutions and that this justification does
qualify as a political liberal justification. I happen to believe that sound justifications for
liberal institutions can be given that do not meet the constraints of political liberalism, but
I need not defend that position here.
101 Political Liberalism and
Social Epistemology
and transmit only true beliefs, it follows that the proper goal is not to
eliminate the moral and prudential risks of social epistemic dependency
but to achieve an optimal reduction of them. An optimal reduction of
the moral and prudential risks of social epistemic dependency, other
things being equal, is one that strikes a proper balance between reduc-
ing the risks of the production, dissemination and preservation of false
beliefs, on the one hand, and sustaining the features of social institu-
tions that facilitate the maximal production, dissemination and preser-
vation of true beliefs, on the other. Preventing the inculcation of false
beliefs by measures that would undercut the enormously valuable func-
tion of social institutions in producing true beliefs would not be an
acceptable way to reduce the risk of error.
Among the most important social institutions for the production of
true beliefs are (1) the social division of labor and (2) the social identifi-
cation of experts, that is, epistemic authorities, individuals or groups to
whom others defer as reliable sources of true beliefs. Although (1) and
(2) usually go together, they need not. A temporally limited social divi-
sion of labor would not produce the role of expert. For example, you and
I might divide between us a simple research task, making each of us
responsible for gaining certain information. This differs from a stable
social division of labor, in which persons occupy distinct roles for a suf-
ficient period of time to develop special expertise.
Even when the domain of expertise is a practical activity (such as auto
mechanics), rather than a theoretical pursuit (such as quantum mechan-
ics), experts are, inter alia, epistemic authorities, insofar as others defer
to their judgment and regard them as reliable sources of true beliefs.
They are objects of epistemic deference. In that sense, the division of
labor typically includes a division of epistemic labor.
The division of epistemic labor includes of a set of social processes
and norms that encourage individuals and groups to specialize in the
production of true beliefs about certain subjects. The social identifica-
tion of epistemic authorities picks out some individuals as being experts,
that is, relatively reliable sources of true belief, in those domains.
Social processes and norms that divide labor and identify experts can
achieve great epistemic gains, through the greater productivity that the
division of labor allows, by enabling individuals to develop special skills
for acquiring and transmitting truths, and by reducing the costs to indi-
viduals of gaining access to truths. But as I and all too many others have
104 Philosophy & Public Affairs
are both feasible and more reliable than any feasible alternatives for
creating, preserving, and transmitting true beliefs. This definition is
close to the mark, if it is understood to encompass the striking of an
optimal balance between maximizing the creation, preservation, and
transmission of true beliefs and reducing the risks of false beliefs. The
reason for this qualification should be obvious: It might be the case that
a set of institutions scores very high on the production, preservation, and
dissemination of true beliefs overall, but nonetheless tends to inculcate
an inordinately high number of false beliefs. Similarly, an institution
might score high on avoiding false beliefs, but only because it produces
few beliefs, and hence few true beliefs. To allow for these possibilities,
the goal of social epistemology should be defined so as to acknowledge
that the strategies for maximizing true beliefs and for maximally reduc-
ing the risks of false beliefs may conflict. In such cases, what is to be
sought is an optimum, that is, the best trade-off between these two
values.12
To achieve a fully adequate conception of social epistemology, one
further consideration must be taken into account: Some beliefs are more
important than others, theoretically or practically. Thus an institution
might produce a greater quantity of true beliefs, or even a higher ratio
of true beliefs to false beliefs, and still be inferior, if a very large propor-
tion of the true beliefs it produced were of little consequence, or if it
failed to produce some especially important true beliefs, or if it produced
and sustained enough theoretically or practically damaging false
beliefs.13 From the standpoint of practically relevant true beliefs, institu-
tions are preferable, other things being equal, if they do a comparatively
better job of producing, preserving, and transmitting those true beliefs
that are most important for acting prudently and morally.
Reflection on my earlier examples of racism, anti-Semitism, and
sexism suggest that among the more important practical beliefs are
those that concern fundamental moral status. These are of two types:
those that ascribe certain natural differences to different individuals or
12. My use of the economic language of trade-offs and optimization is, of course, an
idealization. Although these terms may suggest more precision than is ever likely to be
obtained, they are valuable to the extent that they make clear the importance of balanc-
ing a number of different considerations in overall assessments of the epistemic virtues of
institutional arrangements.
13. This point is due to Avery Kolers.
106 Philosophy & Public Affairs
but also about the validity of the principles themselves. Having true
beliefs can be relevant to this assessment.
Even if it turns out to be the case that the principles of morality, or of
morality and prudence, are not themselves capable of being true (or
false), it may still make sense to say that such principles can nonethe-
less be rationally evaluated, and that having true beliefs is necessary for
that evaluation. For example, if principles of prudence are those princi-
ples such that acting on them tends to maximize one’s own well-being,
then determining which principles really are principles of prudence, or
which are the best principles of prudence, will require reliable access to
true beliefs about what is in fact conducive to our well-being. If, among
whatever other characteristics they may have, moral principles facilitate
cooperation on mutually advantageous terms, or reduce mutually
destructive conflict, or are those principles that could not be reasonably
rejected by persons motivated to seek cooperation on terms that meet
that same condition, then true beliefs (about what arrangements are
mutually advantageous or reduce mutually destructive conflict, or about
what cannot be reasonably rejected) are necessary for knowing which
principles are moral principles and hence for knowing how to act
morally, so far as this requires acting on moral principles.
What sorts of true beliefs are needed to evaluate principles of pru-
dence or morality is an issue in metaethics, the depths of which I shall
not attempt to plumb on this occasion. For my defense of key liberal
institutions it is only necessary to note that: (1) true beliefs about the
world are needed to help ensure that we act appropriately on prudential
or moral principles, quite apart from whether having true beliefs and
avoiding false ones bears on the evaluation of the principles themselves;
and (2) true beliefs about moral status, or at least the avoidance or cor-
rection of false beliefs about moral status, are especially valuable. I will
proceed, then, on the assumption that those who desire to act prudently
or morally ought to be concerned about the epistemic reliability of the
social context in which their beliefs are formed, and then argue that
liberal institutions score better on epistemic reliability than nonliberal
ones.
The comparative nature of my argument is worth underscoring. I do
not argue that the key liberal institutions reduce the moral and pruden-
tial risks of socially inculcated false beliefs to zero, only that they are
likely to do a better job of risk reduction than nonliberal ones.
109 Political Liberalism and
Social Epistemology
15. John Stuart Mill, “On Liberty,” in On Liberty and Other Essays, ed. John Gray (New
York: Oxford University Press, 1991), Part III.
16. Ibid.
110 Philosophy & Public Affairs
Mill thinks, the free exchange of ideas and opinions is extremely valuable
for the formation and transmission of true beliefs and the correction of
false ones. It is better, therefore, to remain more agnostic about the diver-
sity of the good than Mill is, while still emphasizing, as he did, the impor-
tance of access to a wide range of opinions and ideas for determining
what is best for us and what the most efficient means are for attaining it.
Third, and most important, Mill has too little to say about the specific
institutions and psychological dispositions that are needed for reliable
selection of true beliefs among the unruly mass of beliefs thrown up
by the exercise of freedom of thought, expression, and association. He
assumes, more than argues, that false beliefs will get winnowed out
through rational argument and through reflection on the effects of
acting on them, both in our own lives and through learning from the
experiences of others. But as social epistemology suggests, and as I shall
argue in the next two subsections, more specific institutional mecha-
nisms and psychological dispositions are needed for reliable selection of
true beliefs and correction of false ones.17 As I shall elaborate below,
among the most important of these are (1) effective processes for iden-
tifying epistemic authorities on grounds of merit, understood as the
possession of objective qualifications, and (2) a widespread, though not
necessarily universal, limited epistemic egalitarianism, an attitude that
fosters both a willingness to challenge putative authorities and a pre-
sumption that no one’s views are to be dismissed or discounted simply
because she is a woman, or belongs to a particular racial or ethnic group
or is a member of the working class, and so on. Both of these mecha-
nisms for the selection of true beliefs are distinctive of liberal societies,
or at least are likely to be much more robust in liberal societies.
18. See Allen Buchanan, “Is There a Medical Profession in the House?” in Conflicts of
Interest in Clinical Practice and Research, ed. Roy G. Spece (New York: Oxford University
Press, 1996), pp. 105–36; “Toward a Theory of the Ethics of Bureaucratic Organizations”;
“Trust in Managed Care Organizations,” Kennedy Institute of Ethics Journal 10 (2000):
189–212.
112 Philosophy & Public Affairs
19. Among the most important contributions to this literature is Amartya Sen’s finding
that democratic societies tend not to have famines because democratic accountability, at
least under conditions of freedom of information about the behavior of government, tends
to prevent government from persisting in policies that lead to famines. See Amartya Sen,
Poverty and Famines: An Essay on Entitlement and Deprivation (Oxford: Clarendon Press,
1981). The more general point is that the availability of information about what government
is actually doing, along with accountability through electoral processes, tends to produce
better policy, or at least to reduce the risks of persistency in bad policies.
117 Political Liberalism and
Social Epistemology
20. In his insightful book Liberal Virtues: Citizenship, Virtue, and Community in Liberal
Constitutionalism (New York: Oxford University Press, 1991), Stephen Macedo argues that
liberal society is properly characterized not only by certain institutions but by distinctive
virtues as well, including the commitment to defend individual liberty. My suggestion is
that the list of liberal virtues be expanded to include certain epistemic virtues, including
what I have called epistemic egalitarianism.
118 Philosophy & Public Affairs
III. The Scope and Limits of the Social Epistemology Argument for
Liberal Institutions
and for those who reject the constraints of a political liberal justification
but are not convinced that autonomy is the highest good, this is an
attractive feature.
21. Albert O. Hirschman, Exit, Voice, and Loyalty: Responses to Decline in Firms, Orga-
nizations, and States (Cambridge, Mass.: Harvard University Press, 1972).
124 Philosophy & Public Affairs
shows is that even those who do not value autonomy or liberal institu-
tions for their own sake at the very least have an important interest in
ensuring that the forms of association and modes of living they seek to
sustain are connected to liberal institutions in such a way as to provide
some significant reduction of the moral and prudential risks of being
subject to deeply entrenched, socially inculcated false beliefs.
The social epistemology argument therefore implies that it is irra-
tional for anyone who cares about avoiding moral and prudential error
as a result of having socially inculcated false beliefs to support the com-
plete destruction of liberal institutions and their replacement by non-
liberal ones. If my argument is sound, then those religious or fascist
imperialists who seek to eradicate liberal social orders from the earth
cannot consistently and sincerely say that they are committed to acting
morally, even according to their own conception of morality, unless they
are willing to claim that their understanding of what morality requires is
totally immune to distortion by false beliefs of any kind, including false
factual beliefs that can lead to erroneous applications of moral princi-
ples. To put the point somewhat ironically, the social epistemological
argument shows that nonliberals ought to tolerate the existence of
liberal institutions—indeed ought to be willing to help ensure that they
exist if necessary—not because they value or ought to value tolerance for
its own sake or as an expression of respect for persons, but rather for the
sake of their own (nonliberal) commitment to morality.
The social epistemological argument makes a case for supporting
liberal institutions that relies only upon a commitment either to one’s
own well-being or to morality, not upon any particular conception of
individual well-being or any particular moral view. However, the argu-
ment does not purport to show that everyone ought to support liberal
institutions regardless of what views he or she holds about truth. If one
holds a conception of the good that includes the belief that one has
access to all the truths that are needed (and ever will be needed) for
acting prudently or morally, or believes that one can (and always will be
able), infallibly, to identify those who do have such access, then the
social epistemology argument will leave one cold.
It is worth emphasizing just how extreme, and extremely implausible,
such an assumption of immunity to false belief is. By way of illustration,
consider the case of a member of a religious community who believes
that there is no need for the existence of liberal institutions (or of
126 Philosophy & Public Affairs
22. John Locke, A Letter Concerning Toleration [1689] (New York: Prometheus Books,
1990).
127 Political Liberalism and
Social Epistemology
23. Christiano, “Is There Any Basis for Rawls’ Duty of Civility?”
128 Philosophy & Public Affairs
IV. Conclusion
I have argued that key liberal institutions, when combined with the
prevalence of access to positions of epistemic authority according to
objective qualifications and the broad-based fundamental egalitarian-
ism that is characteristic of liberal society, provide important safeguards
against the moral and prudential risks of socially inculcated false beliefs,
safeguards that are not present in nonliberal social orders. The inference
I have drawn from this is not that all associations must be liberal or that
all should live the life of autonomy often associated with liberalism.
Instead, the point is that even those who cherish nonliberal forms of
association and modes of living and who find no intrinsic value in
autonomy need to be connected in appropriate ways to liberal institu-
tions and to people who have the attitude I have characterized as moral
egalitarianism.
This social epistemology argument for liberal institutions satisfies the
requirement of political liberalism: It makes a strong case for liberal
institutions without relying upon any particular conception of the good
or any comprehensive moral conception, grounding it instead in the
commitment to ameliorating the moral and prudential risks to which we
are all liable by virtue of our social epistemic dependency. Furthermore,
130 Philosophy & Public Affairs