17.  INFERENCE RULES FOR QUANTIFIERS

The final problem in your last set of exercises called for working with the set of inference and equivalence rules developed so far, but clearly we need more rules in order to handle the type of syllogism I proposed early on as an example of a valid argument that could still have a false conclusion since one or more premises are also false.
 
Everything black is sweet, and salt is black, so salt is sweet.

Symbolization is not the problem:  (x)(Bx -> Wx), (x)(Sx -> Bx) |- (x)(Sx -> Wx)
Note that since both "sweet" and "salt" begin with the same letter, we will let "W" represent the predicate of being sweet.

You should see the parallel with our hypothetical syllogisms from propositional logic (P->Q, Q->R |- P->R), but we cannot directly apply the rule here since the quantifiers and not the arrows are the main connectives in the three expressions.  What we can do is instantiate each expression--meaning, we apply the generalization to just one individual--and after that we do work with our usual inference rules, then we again generalize so that once more we say it is true of every individual (each spoonful of salt, let's say) in our category.  The new rules we will work with are called universal instantiation (UI) and universal generalization (UG).
          (x)Fx |- Fa    UI    (and we may use any letter apart from our variables of x and y and z)
Note that, unlike many texts, including Zegarelli's, I do not allow the use of  "free" variables (for instance, Fx by itself)
          (x)(Fx -> Gx)    Fa -> Ga   UI
          Fa |- (x)Fx   UG   (but here we limit the rule to a situation in the name used is "free" in the sense that originally it could have been true of anyone at all)
          Fa -> Ga  |- (x)(Fx -> Gx)    UG
An "illegal" use of the rule would be in a derivation for an argument form in which there had not been a way in which we could say everyone would have the characteristic in question.  For instance, if the premises include both (x)(Fx -> Gx) and Fa we can certainly say Fa -> Ga, but even knowing that Ga would follow we are not able to say (x)Gx.  The reason is that we are saying any individual who has the characteristic F will be one of those who do have the characteristic G, but this will not justifiy saying everyone will have that characteristic. 
Later we will see an important exception in which we will go from Fa -> Ga to (x)(Fx -> Gx).


We apply the same instantiation technique to existential expressions but with a very crucial catch.  With a universal quantifier we can see how it would not matter what name we use when we cite a particular instance.  With an existential quantifier we are saying that there has to be at least one individual with that characteristic, but we cannot make the mistake of saying it has to be someone we would already be talking about.  This is often called the new name rule, and we will build it into the application of existential instantiation by making sure that the name has not already be in use.  What this means in practice is that in a proof we instantiate an existential quantifier before we instantiate a universal quantifier, since our universal quantifier can already apply to our hypothetical individual a.
        warning flag  (Ex)Fx |- Fa    EI   (the name used here must always be a "new" name, one not appearing in the argument form or in a previous step in the proof.
          (Ex)(Fx & Gx)  |- Fa & Ga     EI

For existential generalizations we have no problem at all.  Saying something is true of any individual means that it must be true of some individual.
          Fa |- (Ex)Fx    EG
          Fa & Ga  |- (Ex)(Fx & Gx)    EG

Note that with our two generalization rules we might have other connectives inside the parenthesis, but most typically we are working with the arrow  when we have universal quantifiers and ampsersands when we have existential quantifiers.  The reason is that in symbolizing an expression such "all students are ambitious" we are rethinking it in terms of a conditional ("if x is a student then x is ambitious"), while the expression "some students are ambitious' (or "there is an ambitious student") asks us to state two things about x: x is a student and x is ambitious.

DERIVATIONS

Whenever the quantifier itself is the main connective, we cannot work with any of our previous inference rules (although we may always work with our replacement rules)  until we have eliminated the quantifier.  Sometimes the letter used ("a" or "b" or whatever) represents an actual name, sometimes a hypothetical one (always the case with the EI rule).  Then we proceed just as we have before.  Note that for the present we are working only with what are called direct derivations, which will not apply in all cases.  Shortly we will be learning another technique that does.

Everybody who is ambitious will work hard.  Some students are ambitious.  Therefore, some students will work hard.
(x)(Ax -> Wx), (Ex)(Sx & Ax) |- Ex(Sx & Wx)

1.  (x)(Ax -> Wx)  
2.  (Ex)(Sx & Ax)      / show (Ex) (Sx & Wx)
3.  Sa & Aa              2,  EI      note that we have to do this step first in order to have a new name
4.  Aa -> Wa            1,  UI
5.  Aa                      3,  Simp
6   Wa                     4,5,  MP
7.  Sa                      3,  Simp
8.  Sa & Wa             6,7,  Conj
9. (Ex)(Sx & Wx)      8,  EG

We could, if we wish, use different variables in our symbolization so that we could begin with one and end up with another, as in the example below.

Everyone's bright and everyone's charming.  Therefore, everyone is both bright and charming.
(x)Bx & (y)Cy |- (z)(Bz & Cz)

1.  (x)Bx & (y)Cy    / show (z)(Bz & Cz)
2.  (x)Bx                      1,  Simp    note that since the main connective is "&" we must eliminate this before we go ahead
3.  Ba                          2,  UI
4.  (y)Cy                      1,  Simp
5.  Ca                          4,  UI
6.  Ba & Ca                  3,5,  Conj
7.  (z)(Bz & Cz)             6,  UG

EXERCISES (ON YOUR OWN)   
   

Symbolize and provide derivations for each of the following.

1.  Every student is ambitious.  No one who is ambitious will be lazy.  Therefore, there will be no lazy students.
2.  Some students do  work hard.  Anyone who works hard will pass.  Therefore, there are students who will pass.
3.  Alice is an ambitious student and Bob is a bright student.  If there are both bright students and amitious students, then the teacher will be happy.  No teachers, then, will be unhappy.
4.  Some classes are not interesting.  Any class that is not interesting will not be fun.  If there are classes that are not fun then Bob will not be happy.  It does follow that Bob will be unhappy. 
5.  Alice will pass only if all the classes are interesting.   Only classes that are fun are interesting.  Some classes are not fun, so it follows that Alice is not going to pass.

Go to the answer key

warning flagWhat we are calling the new name rule is particularly important.  Failing to respect it is one of the two most serious mistakes made by even very good students (the other is failure to work just with the main connective in using any inference rule).

Need help in getting started with a derivation?  Click on how to analyze an argument form.