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Computación y Sistemas

versão On-line ISSN 2007-9737versão impressa ISSN 1405-5546

Comp. y Sist. vol.26 no.2 Ciudad de México Abr./Jun. 2022  Epub 10-Mar-2023

https://doi.org/10.13053/cys-26-2-4237 

Articles of the thematic section

Toward Relevance Term Logic

J.-Martín Castro-Manzano1  * 

11 UPAEP, Facultad de Filosofía, Mexico.


Abstract:

Term Functor Logic is a term logic that recovers some important features of the traditional, Aristotelian logic; however, it turns out that it does not preserve all of the Aristotelian properties a valid inference should have insofar as its class of theorems includes some inferences that may be considered irrelevant. Given this situation, in this contribution we tweak a tableaux method in order to avoid said irrelevance.

Keywords: Semantic trees; term logic; relevance logic

1 Introduction

Term Functor Logic is a logic that recovers some core features of the traditional, Aristotelian logic, mainly, its term syntax; however, as we will see, it turns out that it does not preserve all of the Aristotelian properties a full-blooded inference should have insofar as its class of theorems includes some inferences that may be considered irrelevant by the lights of the Aristotelian paradigm.

Given this situation, in this contribution we advance some tentative steps towards the creation of a relevance term logic. Hence, for a more detailed exposition of the family of term logics we are considering here [24, 11, 10, 20, 26, 14] and their tableaux, we refer the reader to our previous works [7, 3, 6, 5]; meanwhile, in order to achieve our present goal, we first provide a summary of some preliminary concepts and results (i.e. syllogistic, and Term Functor Logic and its tableaux), then we briefly explain the problem (how irrelevance is parasitic of Term Functor Logic) and, finally, we suggest a possible solution by tweaking a tableaux method.

2 Preliminaries

Syllogistic is a term logic that has its origins in Aristotle’s Prior Analytics [1] and deals with inference using categorical statements. A categorical statement is a statement composed by two terms, a quantity, and a quality. The subject and the predicate of a statement are called terms: the term-schema S denotes the subject term of the statement and the term-schema P denotes the predicate. The quantity may be either universal (All) or particular (Some) and the quality may be either affirmative (is) or negative (is not). These categorical statements have a type denoted by a label (either a (universal affirmative, SaP), e (universal negative, SeP), i (particular affirmative, SiP), or o (particular negative, SoP)) that allows us to determine a mood, that is, a sequence of three categorical statements ordered in such a way that two statements are premises (major and minor) and the last one is a conclusion. A categorical syllogism, then, is a mood with three terms one of which appears in both premises but not in the conclusion. This particular term, usually denoted with the term-schema M, works as a link between the remaining terms and is known as the middle term. According to the position of this middle term, four figures can be set up in order to encode the valid syllogistic moods (Table 1).fn

Table 1 Valid syllogistic moods by figure 

First Second Third Fourth
aaa eae iai aee
eae aee aii iai
aii eio oao eio
eio aoo eio

This quick overview of syllogistic, though formally correct, is a little bit out of context. Syllogistic is an integral part of what we could call a basic corpus aristotelicum that, in turn, could be defined by the tuple A=ThE,ThC,ThO,ThP,ThL (cf. [16, p.4ff]) where ThE is an epistemological theory that includes the production of hypothesis and inferences under the Aristotelian concepts of epagoge and syllogismós, respectivelyfn; ThC is a theory of causality that distinguishes material, formal, efficient, and final causesfn; ThO is an ontological theory that assumes a systemic view of the world given the double claim that there are no unhad properties (contra universals ante rem) nor objects without properties (contra bare particulars); Thp is a psychological theory that makes good use of the concept “habit” in order to explain behavior (both epagogé and syllogismós, for example, would be habits when performed by agents); and ThL is a logical theory designed for understanding categories, statements, inferences, explanations, and cognitive biases.

This last theory includes syllogistic as a theory of deductive inference but, as we have tried to imply, it has some specific semantic requirements related to the other components of the corpus. Hence, the formal description of syllogistic that we have given above lacks a quality that may be better understood given the previous context: syllogistic is a deductive theory designed to avoid causal irrelevance. In order to illustrate this last point consider Thom’s explanation of Kilwardby’s first exposition of syllogistic—also called the Boethian exposition (Figure 1).

Fig. 1 The Boethian exposition of syllogistic (adapted from [27, p.44]) 

This Boethian exposition clarifies that, within the Aristotelian way of thinking or paradigm, a syllogistic inference or syllogism—syllogismós—is a piece of complex discourse (insofar as it includes at least two premises and one conclusion) with mood and figure (because the order of statements and terms matters) in which a conclusion that is different from the premises (thus avoiding petitio principii) necessarily (and hence deductively) follows from and dependes on said premises (thus avoiding irrelevance, non causa ut causa).

This Aristotelian view of inference should not be understated because it differs from the contemporary, Fregean-Tarskian approach, at least in three respects: i) the contemporary approach takes it that content and form are independent (as when the usual logic handbooks claim, almost dogmatically, that logic does not deal with truth, but with validity), yet that independence is not crystal clear (cf. [2]); whereas in the Aristotelian approach content and form are systemic and codependent (as when Aristotle distinguishes between natural and unnatural predication (cf. [12, 13])). ii) The contemporary approach usually follows the Fregean paradigm that results from droping the ternary syntax of traditional logic (subject-copula-predicate) in order to promote a binary syntax (function-argument) imported from mathematics, which turns out to be not that natural (cf. [12, 28, 13]). And iii) the contemporary approach admits reflexivity (i.e. pp) both as a valid pattern of inference and, sometimes, as the principle of identity (i.e. pp); whereas the Aristotelian approach rejects the former (i.e. pp) while admits a version of the latter (i.e. pp). We will return to some of these issues later.

2.1 Term Functor Logic and its Tableaux

Term Functor Logic (TFL, for short) [24, 26, 9, 11, 14] is a plus-minus algebra that employs terms and functors rather than first order language elements such as individual variables or quantifiers (cf. [23, 21, 15, 24, 25, 19]). According to this algebra, the four categorical statements can be represented by the following syntax [11]:

a.SaP:=S+P,b.SeP:=SP,c.SiP:=+S+P,d.SoP:=+SP.

Given this representation, TFL provides a simple rule for syllogistic inference: a conclusion follows validly from a set of premises if and only if i) the sum of the premises is algebraically equal to the conclusion and ii) the number of conclusions with particular quantity (viz., zero or one) is the same as the number of premises with particular quantity [11, p.167]. Thus, for instance, if we consider a valid syllogism (say, a syllogism aaa of the first figure, aaa-1), we can see how the application of this rule produces the right conclusion (Table 2).

Table 2 A valid syllogism 

Statement TFL
1. All computer scientists are animals. C + A
2. All logicians are computer scientists. L + C
All logicians are animals. L + A

In this example we can clearly see how the rule works: i) if we add up the premises we obtain the algebraic expression (−C + A) + (−L + C) = −C + A − L + C = −L + A, so that the sum of the premises is algebraically equal to the conclusion and the conclusion is −L + A, rather than +A − L, because ii) the number of conclusions with particular quantity (zero in this case) is the same as the number of premises with particular quantity (zero in this case)fn. In contrast, for sake of comparison, consider an invalid syllogism (aaa-3) that does not add up (Table 3).

Table 3 An invalid syllogism 

Statement TFL
1. All computer scientists are animals. C + A
2. All computer scientists are logicians. C + L
All logicians are animals. L + A

Now, as exposed in [7, 4] and following [8, 22], we can develop a tableaux proof method for TFL. Hence, we say a tableau for TFL is an acyclic connected graph determined by nodes and vertices. The node at the top is called root. The nodes at the bottom are called tips. Any path from the root down a series of vertices is a branch. To test an inference for validity we construct a tableau which begins with a single branch at whose nodes occur the premises and the rejection of the conclusion: this is the initial list. We then apply the rules that allow us to extend the initial list (Figure 2).

Fig. 2 TFL expansion rules 

Figure 2a depicts the rule for a (e) statements, while Figure 2b shows the rule for i (o) statements. After applying a rule we introduce some index i{1,2,3,}. For statements a and e, the index may be any natural; for statements i and o, the index has to be a new natural if they do not already have an index. Also, following TFL tenets, we assume the following rules of rejection: (±T)=T, (±T±T)=TT, and (TT)=(T)+(T).

A tableau is complete if and only if every rule that can be applied has been applied. A branch is closed if and only if there are terms of the form ±Ti and Ti on two of its nodes; otherwise it is open. A closed branch is indicated by writing a at the end of it; an open branch is indicated by writing . A tableau is closed if and only if every branch is closed; otherwise it is open. So, as usual, ±T is a logical consequence of the set of terms Γ (i.e. Γ±T) if and only if there is a closed complete tableau whose initial list includes the terms of Γ and the rejection of ±T (i.e. Γ{±T}). Accordingly, we provide some examples (Figure 3).

Fig. 3 Valid syllogistic moods of the first figure 

To describe the process we follow to unfold each tableaux consider Figure 3a (cf. [4]). The first three lines are the premises and the conclusion, and the fourth line is the rejection of the conclusion: all these lines but the conclusion define the initial list. Then the fifth line is the result of applying a rule of rejection to the conclusion. Then the next couple of lines is the result of applying the rule for an i proposition to the fifth line, picking index 1. Then the first split results from applying the rule for an a proposition to the second line (i.e. the minor premise), also picking index 1, since we want the indexes to unify. This split produces two branches, one of which (the leftmost) includes terms +S1 and −S1 on two of its nodes, and hence is closed; the remaining branch is not closed yet, so we continue with the same process: we split the last available premise (i.e. the major premise) to obtain, again, a couple of branches, one of which (the leftmost) includes terms −M1 and +M1 on two of its nodes, and hence is closed; and the other (the rightmost) that contains terms +P1 and −P1 on two of its nodes, and hence is closed as well.

3 Toward Relevance Term Logic

At this point it should be clear that TFL recovers some syntactical features of the traditional, Aristotelian logic, particularly, a term syntax; however, it turns out that it does not preserve all of the Aristotelian properties a proper inference should have because its class of theorems includes some inferences that can be considered irrelevant by the lights of the Boethian exposition and the Aristotelian paradigm. In order to exemplify this issue consider the problematic inferences shown in Table 4.

Table 4 Some problematic inferences 

I II III IV
1.A + B 1.±B 1.A + B 1. ±A
2.+A− B A + A 2.C + A ±A
−A + A C + A

Such inferences are problematic because all of them are valid in TFL (cf. [26]) (as well as in classical First Order Logic, we should add), and yet, they cannot be valid within an Aristotelian framework: inference I is a case of ex contradictione sequitur quodlibet (ECSQ)—i.e. a contradiction implies anything—; inference II is an instance of the (positive) paradox of implication—i.e. a tautology is implied by anything—; inferences III and IV are instances of petitio principii. But then there is an impasse: while TFL is close to an Aristotelian notion of inference (given its syntatical features), it is still far from being a relevance logic in an Aristotelian sense (since irrelevance is parasitic of TFL). To solve this deadlock, consider the proposal given in Figure 4.

Fig. 4 RTL expansion rules 

These Relevance Term Logic (RTL) tableaux rules behave as the tableaux rules for TFL, but notice that besides the indexes, we introduce and keep a flag f, f{pi,c} for i{1,2,3,} (p for premise, c for conclusion). Now we say a branch is open if and only if there are no terms of the form ±Ti and Ti on it; a branch is semi-open (or semi-closed) if and only if there are terms of the form ±Tfi and Tfi; otherwise it is closed. An open branch is indicated by writing at the end of it; a semi-open (semi-closed) branch is indicated by writing f,f(f,f); and a closed branch, as usual, is denoted by f,f. We say a tableau is Aristotelian if and only if every branch is closed and all the flags are carried at the end of every tip; a tableau is open if and only if it has an open branch; otherwise, it is classical. The rest of definitions is as usual.

Accordingly, reconsider and compare the basic syllogistic moods—they are correct both in TFL and in RTL (Figure 5)—and the problematic inferences shown in Table 4 above—even though they are classically valid, they are not Aristotelian (Figure 6).

Fig. 5 Valid syllogistic moods within the first figure (again) 

Fig. 6 Some problematic inferences: TFL (above) vs RTL (below) 

We think the examples shown in Figure 5 are self-explanatory, but perhaps a brief description of Figure 6 may help explain further the use of these rules. So, Figure 6a shows an instance of ECSQ. We can see that the TFL tree is just closed, whereas the RTL tree is also closed but is not Aristotelian because the closure does not use any conclusion (i.e. the premises are not relevant to the conclusion). Figure 6b shows an instance of a paradox of implication and, while the TFL tree is just closed, the RTL tree is closed but not all the flags are carried to the tips, and hence the conclusion is not relevant to the premise. Figure 6c and 6d show instances of petitio principii: observe that while the corresponding TFL trees are closed, the RTL trees are semi-open (semi-closed) because the closure does not use the conclusion or the premises (i.e. the conclusion is not relevant to the premises or vice versa). This means that these inferences, although truth preserving, are not relevant; and hence, while they are not to be regarded as full-blooded inferences, they should not be discarded altogether as totally wrong inferences.

Additionally consider, just out of curiosity, some inferences in order to suggest that this proposal seems to be suitable for non-syllogistic logic. Take an instance of a Modus Ponens for propositional logic (Figure 7), and take an instance of a relational inference (say, “since every B loves some G and every G is W, it follows that every B loves something W”) for relational logic (Figure 8). This particular examples would suggest said inferences are not only classically valid or truth preserving, but also relevant in an Aristotelian sense.

Fig. 7 Modus Ponens 

Fig. 8 A relational inference 

Our claim, thus, is that this proposal moves TFL into the direction of a relevance logic that is skeptical of both petitio principii and non causa ut causa inferences. So, in a sense, we are saying that:

Theorem 1 RTL is Aristotelian.

Indeed, i) RTL is wary of petitio principii (i.e. instances of inferences such as III and IV). Aristotle suggested that a petitio principii is a fallacy because it fails to account for a causal explanation since it depends upon assuming what has to be explained (De Sophisticis Elenchis 168b23-27). It is a requirement of a legitimate inference that the conclusion (i.e. what has to be explained) has to be different from the premises (Topics 100a25-26, De Sophisticis Elenchis 165a1-2, Prior Analytics 24b19-20).

ii) RTL is wary of non causa ut causa (i.e. instances of inferences such as I and II). Contemporary, classical First Order Logic admits both the rule ECSQ and the paradoxes of implication as patterns of valid inference, but this view allows some sort of irrelevance that Aristotle did not quite accept (Prior Analytics 2 4-57b3): this sort of irrelevance, as we have seen, is parasitic of TFL as well.

iii) Finally, RTL avoids transforming the First Principle (i.e. the identity principle) into the First Fallacy (i.e. petitio principii), as [18] would put it (inference IV)—of course, our proposal is far from being as sophisticated as theirs, but we believe it could be useful.

4 Final remarks

As we have tried to show, Term Functor Logic is an alternative logic that recovers some important features of the traditional, Aristotelian logic but, as we have seen, it does not preserve all of the Aristotelian properties a proper inference should have insofar as its class of theorems includes some inferences that may be considered irrelevant. Since this situation is problematic, in this contribution we have offered a preliminary, provisional tableaux method for a relevance logic version of Term Functor Logic; nevertheless, given the current scope and the space limitations of this tentative research, we believe our immediate challenges include, at least: i) checking the (in)validity of more (non-)problematic inferences and looking for soundness and completeness; ii) offering a cogent, philosophical interpretation of the proposed method (say, in terms of propter quid and quia inferences); iii) reverse engineering the rules of RTL into TFL; and iv) further discussing the place of this proposal, if any, within the current literature about relevance logic (cf. [17]). We are currently working on these issues.

Acknowledgments

We would like to thank anonymous reviewers for corrections and suggestions. This work was funded by an UPAEP Research Grant.

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For sake of brevity, but without loss of generality, here we omit the syllogisms that require existential import.

The concept epagogé refers to some sort of essential induction, so to speak, that is different from a numerical induction. This difference helps explain why some general statements are admissible (v.gr., All human beings are living beings) while others are not (v.gr., All human beings are mexican). The concept syllogismós, on the other hand, will be treated with more detail below.

Notice this concept of cause is different, for example, from our current idea of a factor: two material factors may explain a state of affairs, and hence we may have a multi-factorial explanation of said state, but such an explanation needs not be a multicausal explanation, since both factors are instances of material causes.

Although we are exemplifying this logic with syllogistic inferences, this system is capable of representing relational, singular, and compound inferences with ease and clarity. Furthermore, TFL is arguably more expressive than classical first order logic [[xref ref-type="bibr" rid="r9"]9[/xref], p.172].

Received: October 09, 2020; Accepted: February 18, 2021

* Corresponding author: J.-Martín Castro-Manzano, e-mail: josemartin.castro@upaep.mx

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