羅納德·費雪
维基百科,自由的百科全书
羅納德·費雪 | |
出生
|
1890年2月17日 |
倫敦,東芬利奇(East Finchley) | |
逝世 | 1962年7月29日 |
澳大利亞,阿德雷得 | |
研究領域 | 數學、統計學、演化生物學、遺傳學 |
集中研究 | 最大似然估計 費雪資訊(Fisher information) 變異數分析(Analysis of variance) 實驗設計(design of experiments) |
國籍 | 聯合王國 |
居住地 | 聯合王國、 澳大利亞 |
研究機構 | 羅森斯得實驗站 倫敦大學學院 劍橋大學 科學暨工業研究組織(CSIRO) |
母校 | 劍橋大學 |
博士導師 | 傑恩斯(Sir James Jeans) 斯特拉頓(F.J.M. Stratton) |
博士學生 | 勞(C. R. Rao) |
獲獎 | 1938年英國皇家學會獎章(Royal Medal) 1955年科普利獎章(Copley Medal) |
羅納德·愛爾默·費雪爵士(Sir Ronald Aylmer Fisher,1890年2月17日—1962年7月29日)是英國皇家學會會員,為一名英國統計學家、數學家、演化生物學家與遺傳學家。他是現代統計學與現代演化論的奠基者之一。安德斯·哈爾德稱他是「一位幾乎獨自建立現代統計科學的天才」[1],理查·道金斯則認為他是「達爾文最偉大的繼承者」[2]。
目录 |
[编辑] 生平與研究
[编辑] 早年
費雪出生在英國倫敦的東芬利奇(East Finchley),他是七位子女中的老么[3]。他的父親喬治·費雪,原來是一位事業有成的藝術品商人,這使得他的童年生活相當順遂。直到14歲那一年,他的母親卡蒂·費雪、三位姊姊與一位哥哥去世,之後其家庭狀況有了轉變。在親人死去18個月後,費雪的父親因為幾次不明智的交易,而失去了事業[4]。
費雪是一位早成的學生,16歲正在哈羅公學就讀的時候,就已經在一場稱為「尼爾德獎章」(Neeld Medal)的論文競賽中勝出。但是由於費雪的視力很差,當他學習數學的時候,並不使用紙筆等需要動用視覺的方法。例如面對幾何學問題的時候,並不將其視覺化,而是使用代數操作(algebraic manipulations)來處理。
除了數學以外,他也對生物學很感興趣,尤其是其中的演化學。而當時正是達爾文學說經歷熱烈討論的時代。
[编辑] 劍橋大學求學時期
1909年,費雪贏得了前往剑桥大学冈维尔与凯斯学院(Gonville and Caius College, Cambridge)就讀的獎學金,並主修農業[3]。在劍橋的期間,費雪學習到了孟德爾遺傳學。這個在1860年代發表的理論,原本早已被人們忽略了數十年,直到20世紀初,才重新被科學家們發現。
費雪感受到生物統計與發展中的各種統計方法,具有一種潛力,能夠結合「不連續」的孟德爾定律(例如ABO血型)、「連續」的多基因遺傳(例如人類的膚色),以及「漸進式」的達爾文演化論。此外由於對統計學的興趣,費雪研讀了當時兩位著名的統計學家,皮爾森(Karl Pearson)與戈塞(William Gosset,筆名「Student」)所發表的論文[3]。
當時流行的優生學思想,也是費雪所關注的議題。他更將社會上的人口問題,視為包含遺傳學與統計學在內的科學。1911年,他與當時的一些名人,如經濟學家凱恩斯、遺傳學家龐尼特(R. C. Punnett),以及工程師霍勒斯·達爾文(Horace Darwin,查爾斯·達爾文之子),一起建立了劍橋大學優生學學會(Eugenics Society)。這是一個活躍的團體,他們每個月開一次會,並在其他主流優生學組織發表演說。例如法蘭西斯·高爾登(Francis Galton)在1909年建立的優生學教育學會(Eugenics Education Society)[5]。
1912年,費雪通過了數學學位考試,並且在隔年從劍橋大學畢業。
[编辑] 第一次世界大戰時期
1914年,第一次世界大戰爆發。費雪和許多英國青年一樣,也希望能夠加入軍隊、投入沙場。不過因為他嚴重的視力問題,即使一試再試,依然無法通過健康檢查。由於從軍不成,接下來6年他便在倫敦市擔任統計員,同時也在幾所公立學校裡教授物理和數學。例如伯克夏(Berkshire)的布萊德菲爾德學院(Bradfield College)。此外,他也曾經搭上英國海軍的教學艦艇「渥徹斯特號」(HMS Worcester)。
在英軍裡擔任少校的里奧納德·達爾文(Leonard Darwin,查爾斯·達爾文另一子)與另一位被費雪稱做古德魯那(Gudruna)的朋友,是他在這個時期的重要支柱,他們的支持使他得以度過困境。古德魯那的姊妹艾琳·蓋尼斯(Eileen Guinness),經由古德魯那的介紹與費雪相識。1917年,艾琳與費雪結婚,當時她只有17歲。此外費雪也受到自家姊妹們的幫助,建立並經營了一所稱為布萊德菲爾德莊園的農場,在那裡他們種植花圃與飼養動物。由於這座莊園的生計,他們在戰爭時期能夠不需要領取政府的食物配給[6]。
第一次世界大戰期間,費雪開始為一本期刊《優生學評論》(Eugenic Review)撰寫一些複審文章,並在寫作期間逐加強對遺傳學與統計學研究的興趣。之後他自願為此期刊進行所有的複審工作。除此之外,費雪也在里奧納德·達爾文的雇用下,從事暫時性的工作。
同時在這段期間,他也發表了許多與生物統計相關的論文,包括《孟德爾遺傳假定下的親戚之間的相關性》(The Correlation Between Relatives on the Supposition of Mendelian Inheritance)。這篇論文在1916年完成,並在1918年發表,它同時建立了以生物統計為基礎的遺傳學,以及著名的統計學分法變異數分析(analysis of variance,簡寫為ANOVA,也稱方差分析)。除了建立統計方法,這篇論文也顯示,一些具有連續性變異的遺傳特徵,可以符合孟德爾遺傳定律[7]。在此以前,兩者被科學家認為是互相違抗。
[编辑] 羅森斯得實驗站時期
1918年戰爭結束之後,原本皮爾森邀請他進入當時著名的高爾登實驗室(Galton Laboratory),但是由於費雪認為自己與皮爾森之間的競爭關係是一種職業障礙,因此放棄了這個機會。直到1919年,費雪才選擇進入一所名為羅森斯得實驗站(Rothamsted Experimental Station)的農業試驗所。這間農業試驗所,位在英格蘭赫特福德郡(Hertfordshire)的哈平登(Harpenden)。費雪除了在其中擔任一名統計員之外,所長約翰·羅素(John Russell)也讓他設立了一個統計實驗室。
之後費雪便開始對多年來所收集的大量資料進行深入研究,並且將成果寫成一系列題為《收成變異之研究》(Studies in Crop Variation)的論文。他的全盛時期也在這時候開始。
接下來的幾年中,費雪開始構想新的統計方法,如實驗設計法(design of experiments)。1925年,他的第一本書出版,書名為《研究者的統計方法》(Statistical Methods for Research Workers)[8]。到了1935年,延續本書的《實驗設計》(The Design of Experiments)出版。兩本書建立了實驗設計法的基礎,並受到多次翻譯與再版。
除了新的統計方法,費雪也將先前的變異數分析研究進行補強與修飾,因而發明出最大似然估計,並發展出充分性(sufficiency)、輔助統計、費雪線性判別(Fisher's linear discriminator)與費雪資訊(Fisher information)等統計概念。1924年
His 1924 article "On a distribution yielding the error functions of several well known statistics" presented Karl Pearson's chi-squared and Student's t in the same framework as the Gaussian distribution, and his own "analysis of variance" distribution z (more commonly used today in the form of the F distribution). These contributions easily made him a major figure in 20th century statistics.
In defending the use of the z distribution when the data were not Gaussian, Fisher introduced the "randomization test". According to biographers Yates and Mather, "Fisher introduced the randomization test, comparing the value of t or z actually obtained with the distribution of the t or z values when all possible random arrangements were imposed on the experimental data."[9]
However, Fisher wrote that randomization tests were "in no sense put forward to supersede the common and expeditious tests based on the Gaussian theory of errors." Fisher thus effectively began the field of non-parametric statistics, even though he didn't believe it was a necessary move.
His work on the theory of population genetics also made him one of the three great figures of that field, together with Sewall Wright and J. B. S. Haldane, and as such was one of the founders of the neo-Darwinian modern evolutionary synthesis. In addition to founding modern quantitative genetics with his 1918 paper, he was the first to use diffusion equations to attempt to calculate the distribution of gene frequencies among populations. He pioneered the estimation of genetic linkage and gene frequencies by maximum likelihood methods, and wrote early papers on the wave of advance of advantageous genes and on clines of gene frequency. His 1950 paper on gene frequency clines is notable as first application of computers to biology.
Fisher introduced the concept of Fisher information in 1925, some years before Shannon's notions of information and entropy. Fisher information has been the subject of renewed interest in the last few years, both due to the growth of Bayesian inference in artificial intelligence, and due to B. Roy Frieden's book Physics from Fisher Information, which attempts to derive the laws of physics from a Fisherian starting point.
[编辑] Genetical Theory of Natural Selection
Fisher was an ardent promoter of eugenics, which also stimulated and guided much of his work in genetics of man. His book The Genetical Theory of Natural Selection was started in 1928 and published in 1930. It contained a summary of what was already known to the literature. He developed ideas on sexual selection, mimicry and the evolution of dominance. He famously showed that chance of a mutation increasing the fitness of an organism decreases with the magnitude of the mutation. He also proved that larger populations carry more variation so that they have a larger chance of survival. He set forth the foundations of what was to become known as population genetics.
About a third of the book concerned the applications of these ideas to man, and presented what data there was available at the time. He presented a theory that attributed the decline and fall of civilizations to its arrival of a state where the fertility of the upper classes is forced down. Using the census data of 1911 for Britain, he showed that there was an inverse relationship between fertility and social class. This was partly due, he believed, to the rise in social status of families who were not capable of producing many children but who rose because of the financial advantage of having a small number of children. Therefore he proposed the abolishment of the economic advantage of small families by instituting subsidies (he called them allowances) to families with larger numbers of children, with the allowances proportional to the earnings of the father. He himself had two sons and six daughters. According to Yates and Mather, "His large family, in particular, reared in conditions of great financial stringency, was a personal expression of his genetic and evolutionary convictions."
The book was reviewed, among others, by physicist Charles Galton Darwin, a grandson of Charles Darwin's, and following publication of his review, C. G. Darwin sent Fisher his copy of the book, with notes in the margin. The marginal notes became the food for a correspondence running at least three years.[10]
Between 1929 and 1934 the Eugenics Society also campaigned hard for a law permitting sterilization on eugenic grounds. They believed that it should be entirely voluntary, and a right, not a punishment. They published a draft of a proposed bill, and it was submitted to Parliament. Although it was defeated by a 2:1 ratio, this was viewed as progress, and the campaign continued. Fisher played a major role in this movement, and served in several official committees to promote it.
In 1934, Fisher moved to increase the power of scientists within the Eugenics Society, but was ultimately thwarted by members with an environmentalist point of view, and he, along with many other scientists, resigned.
[编辑] Method and personality
The interest in eugenics, and his experiences working on the Canadian farm, made Fisher interested in starting a farm of his own. In these plans he was encouraged by Gudruna, the wife of a college friend, and this led to him meeting Ruth Eileen Gratton Guinness, Gudruna's younger sister. Ruth Eileen and Gudruna's father, Dr Henry Gratton Guinness, had died when they were young and Ruth Eileen, only sixteen years of age, knew that her mother would not approve of her marrying so young. As a result Fisher married Ruth Eileen at a secret wedding ceremony without her mother's knowledge, on 26 April 1917, only days after Ruth Eileen's 17th birthday. They had two sons and seven daughters, one of whom died in infancy.
As an adult, Fisher was noted for his loyalty to his friends. Once he had formed a favorable opinion of any man, he was loyal to a fault. A similar sense of loyalty bound him to his culture. He was a patriot, a member of the Church of England, politically conservative, and a scientific rationalist. Much sought after as a brilliant conversationalist and dinner companion, he very early on developed a reputation for carelessness in his dress and, sometimes, his manners. In later years he was the archetype of the absent-minded professor.
Having been brought up in the Church of England, he knew the scriptures well, but was not dogmatic in his religious beliefs. In a 1955 broadcast on Science and Christianity, he said, "The custom of making abstract dogmatic assertions is not, certainly, derived from the teaching of Jesus, but has been a widespread weakness among religious teachers in subsequent centuries. I do not think that the word for the Christian virtue of faith should be prostituted to mean the credulous acceptance of all such piously intended assertions. Much self-deception in the young believer is needed to convince himself that he knows that of which in reality he knows himself to be ignorant. That surely is hypocrisy, against which we have been most conspicuously warned.'
[编辑] Later years
It was Fisher who referred to the growth rate r (used in equations such as the logistic function) as the Malthusian parameter, as a criticism of the writings of Thomas Robert Malthus. Fisher referred to "...a relic of creationist philosophy..." in observing the fecundity of nature and deducing (as Darwin did) that this therefore drove natural selection.
He received the recognition of his peers in 1929 when he was inducted into the Royal Society. His fame grew and he began to travel more and lecture to wider circles. In 1931 he spent six weeks at the Statistical Laboratory at Iowa State College in Ames, Iowa. He gave three lectures a week on his work, and met many of the active American statisticians, including George W. Snedecor. He returned again for another visit in 1936.
In 1933 he left Rothamsted to become a Professor of Eugenics at University College London. In 1937 he visited the Indian Statistical Institute (in Calcutta), which at the time consisted of one part-time employee, Professor P. C. Mahalanobis. He revisited there often in later years, encouraging its development. He was the guest of honor at its 25th anniversary in 1957 when it had grown to 2000 employees[來源請求]. In 1939, when World War II broke out, the University tried to dissolve the eugenics department, and ordered all of the animals destroyed. Fisher fought back, but he was then exiled back to Rothamsted with a much reduced staff and resources. He was unable to find any suitable war work, and though he kept very busy with various small projects, he became discouraged of any real progress. His marriage disintegrated. His oldest son, an (airplane?) pilot, was killed in the war.
In 1943 he was offered the Balfour Chair of Genetics at Cambridge University, his alma mater. During the war, this department was also pretty much destroyed, but the University promised him that he would be charged with rebuilding it after the war. He accepted the offer, but the promises were largely unfilled, and the department grew very slowly. A notable exception was the recruitment in 1948 of the Italian researcher Cavalli-Sforza, who established a one man unit of bacterial genetics. A renewal of Fisher's appointment at Cambridge was not offered by the University in the summer of 1950, much to Fisher's dismay. He now realized he could expect little in the way of support, but he continued his work on mouse chromosome mapping and other projects. They culminated in the publication in 1949 of the idiosyncratic (?) The Theory of Inbreeding. In 1947 he co-founded with Cyril Darlington the journal Heredity: An International Journal of Genetics.
He eventually received many awards for his work and was dubbed a Knight Bachelor by Queen Elizabeth II in 1952.
Fisher was opposed to the conclusions of Richard Doll that smoking caused lung cancer. To quote Yates and Mather again, "It has been suggested that the fact that Fisher was employed as consultant by the tobacco firms in this controversy casts doubt on the value of his arguments. This is to misjudge the man. He was not above accepting financial reward for his labors, but the reason for his interest was undoubtedly his dislike and mistrust of puritanical tendencies of all kinds; and perhaps also the personal solace he had always found in tobacco."
After retiring from Cambridge University in 1957 he spent some time as a senior research fellow at the CSIRO in Adelaide, Australia. He died of colon cancer there in 1962.
Fisher's important contributions to both genetics and statistics are emphasized by the remark of L.J. Savage, "I occasionally meet geneticists who ask me whether it is true that the great geneticist R.A. Fisher was also an important statistician" (Annals of Statistics, 1976).
He had an Erdos number of two.
[编辑] 著作列表
《实验设计》1935年 《统计方法与科学推断》1956年 《科学研究的统计方法》 《育种理论》1949年 《统计学用表》1938年(与F. Yates合著)