The blind geoscientist

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Last time I wrote about using randomized, blind, controlled tests in geoscience. Today, I want to look a bit closer at what such a test or experiment might look like. But before we do anything else, it's worth taking 20 minutes, or at least 4, to watch Ben Goldacre's talk on the subject at Strata in London recently:

How would blind testing work?

It doesn't have to be complicated, or much different from what you already do. Here’s how it could work for the biostrat study I mentioned last time:

  1. Collect the samples as normal. There is plenty of nuance here too: do you sample regularly, or do you target ‘interesting’ zones? Only regular sampling is free from bias, but it’s expensive.
  2. Label the samples with unique identifiers, perhaps well name and depth.
  3. Give the samples to a disinterested, competent person. They repackage the samples and assign different identifiers randomly to the samples.
  4. Send the samples for analysis. Provide no other data. Ask for the most objective analysis possible, without guesswork about sample identification or origin. The samples should all be treated in the same way.
  5. When you get the results, analyse the data for quality issues. Perform any analysis that does not depend on depth or well location — for example, cluster analysis.
  6. If you want to be really thorough, the disinterested party to provide depths only, allowing you to sort by well and by depth but without knowing which wells are which. Perform any analysis that doesn’t depend on spatial location.
  7. Finally, ask for the key that reveals well names. Hopefully, any problems with the data have already revealed themselves. At this point, if something doesn’t fit your expectations, maybe your expectations need adjusting!

Where else could we apply these ideas?

  1. Random selection of some locations in a drilling program, perhaps in contraindicated locations
  2. Blinded, randomized inspection of gathers, for example with different processing parameters
  3. Random selection of wells as blind control for a seismic inversion or attribute analysis
  4. Random selection of realizations from geomodel simulation, for example for flow simulation
  5. Blinded inspection of the results of a 'turkey shoot' or vendor competition (e.g. Hayles et al, 2011)

It strikes me that we often see some of this — one or two wells held back for blind testing, or one well in a program that targets a non-optimal location. But I bet they are rarely selected randomly (more like grudgingly), and blind samples are often peeked at ('just to be sure'). It's easy to argue that "this is a business, not a science experiment", but that's fallacious. It's because it's a business that we must get the science right. Scientific rigour serves the business.

I'm sure there are dozens of other ways to push in this direction. Think about the science you're doing right now. How could you make it a little less prone to bias? How can you make it a shade less likely that you'll pull the wool over your own eyes?

Experimental good practice

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Like hitting piñatas, scientific experiments need blindfolds. Image: Juergen. CC-BY.I once sent some samples to a biostratigrapher, who immediately asked for the logs to go with the well. 'Fair enough,' I thought, 'he wants to see where the samples are from'. Later, when we went over the results, I asked about a particular organism. I was surprised it was completely absent from one of the samples. He said, 'oh, it’s in there, it’s just not important in that facies, so I don’t count it.' I was stunned. The data had been interpreted before it had even been collected.

I made up my mind to do a blind test next time, but moved to another project before I got the chance. I haven’t ordered lab analyses since, so haven't put my plan into action. To find out if others already do it, I asked my Twitter friends:

Randomized, blinded, controlled testing should be standard practice in geoscience. I mean, if you can randomize trials of government policy, then rocks should be no problem. If there are multiple experimenters involved, like me and the biostrat guy in the story above, perhaps there’s an argument for double-blinding too.

Designing a good experiment

What should we be doing to make geoscience experiments, and the reported results, less prone to bias and error? I'm no expert on lab procedure, but for what it's worth, here are my seven Rs:

  • Randomized blinding or double-blinding. Look for opportunities to fight confirmation bias. There’s some anecdotal evidence that geochronologists do this, at least informally — can you do it too, or can you do more?
  • Regular instrument calibration, per manufacturer instructions. You should be doing this more often than you think you need to do it.
  • Repeatability tests. Does your method give you the same answer today as yesterday? Does an almost identical sample give you the same answer? Of course it does! Right? Right??
  • Report errors. Error estimates should be based on known problems with the method or the instrument, and on the outcomes of calibration and repeatability tests. What is the expected variance in your result?
  • Report all the data. Unless you know there was an operational problem that invalidated an experiment, report all your data. Don’t weed it, report it. 
  • Report precedents. How do your results compare to others’ work on the same stuff? Most academics do this well, but industrial scientists should report this rigorously too. If your results disagree, why is this? Can you prove it?
  • Release your data. Follow Hjalmar Gislason's advice — use CSV and earn at least 3 Berners-Lee stars. And state the license clearly, preferably a copyfree one. Open data is not altruistic — it's scientific.

Why go to all this trouble? Listen to Richard Feynman:

The first principle is that you must not fool yourself, and you are the easiest person to fool.

Thank you to @ToriHerridge, @mammathus, @volcan01010 and @ZeticaLtd for the stories about blinded experiments in geoscience. There are at least a few out there. Do you know of others? Have you tried blinding? We'd love to hear from you in the comments!