Why This Matters
Valid argument forms are the building blocks of logical proofโthey're the moves you're allowed to make when constructing an argument or evaluating someone else's reasoning. In Formal Logic I, you're being tested on your ability to recognize these forms, apply them correctly in proofs, and understand why each inference is truth-preserving. These aren't arbitrary rules; each form captures a fundamental relationship between logical connectives that guarantees if your premises are true, your conclusion must be true.
Think of these forms as falling into distinct categories: inference rules that let you derive new statements, equivalence rules that let you swap logically identical expressions, and quantifier rules that bridge general claims and specific instances. Don't just memorize the symbolic patternsโknow what logical principle each form exploits and when to reach for it in a proof. The difference between a struggling student and a confident one is understanding the why behind each rule.
Conditional Inference Rules
These rules govern how we reason with "if-then" statements (conditionals). The conditional PโQ creates a one-way logical dependencyโand these rules show you exactly how to exploit that dependency to derive new conclusions.
Modus Ponens
- Affirm the antecedent, derive the consequentโif you have PโQ and P, you can conclude Q
- The most fundamental inference rule in propositional logic; you'll use this constantly in proofs
- Pattern recognition tip: look for a conditional and its antecedent appearing separately in your premises
Modus Tollens
- Deny the consequent, derive the negation of the antecedentโif you have PโQ and ยฌQ, conclude ยฌP
- Essential for indirect reasoning and disproving hypotheses; the contrapositive in action
- Common exam trap: students confuse this with the invalid "denying the antecedent" fallacy
Hypothetical Syllogism
- Chain conditionals togetherโfrom PโQ and QโR, derive PโR
- Transitivity of implication allows you to build longer inferential chains from shorter ones
- Proof strategy: use this to connect distant premises when you see a "bridge" variable appearing in two conditionals
Compare: Modus Ponens vs. Hypothetical Syllogismโboth work with conditionals, but MP requires you to have the antecedent as true, while HS lets you derive a new conditional without asserting any antecedent. If an exam asks you to derive a conditional conclusion, reach for HS.
Disjunction Rules
These rules handle "or" statements (disjunctions). The disjunction PโจQ asserts that at least one disjunct is trueโand these rules let you either eliminate options or introduce new ones.
Disjunctive Syllogism
- Eliminate one disjunct to conclude the otherโfrom PโจQ and ยฌP, derive Q
- Process of elimination formalized; if it's not this one, it must be that one
- Proof tip: when you have a disjunction and can derive the negation of one side, this rule closes the gap
Addition
- Introduce a disjunction from any true statementโfrom P, derive PโจQ for any Q
- Seems oddly permissive but is logically valid; adding alternatives never makes a true statement false
- Strategic use: often needed to set up Constructive Dilemma or match a desired conclusion form
Constructive Dilemma
- Combine two conditionals with a disjunctionโfrom PโQ, RโS, and PโจR, derive QโจS
- "Fork in the road" reasoning: either way leads somewhere, so one of those destinations is reached
- Complex but powerfulโlook for this when you have multiple conditionals and need to preserve optionality
Destructive Dilemma
- The contrapositive version of Constructive Dilemmaโfrom PโQ, RโS, and ยฌQโจยฌS, derive ยฌPโจยฌR
- Eliminates antecedents when consequents fail; if neither outcome happened, neither cause occurred
- Less common in basic proofs but essential for understanding the symmetry of dilemma reasoning
Compare: Constructive vs. Destructive Dilemmaโboth use two conditionals plus a disjunction, but Constructive reasons forward (from causes to effects) while Destructive reasons backward (from failed effects to failed causes). Know which direction your proof needs to go.
Conjunction Rules
These rules govern "and" statements (conjunctions). The conjunction PโงQ requires both conjuncts to be trueโso you can build them from separate truths or break them apart.
Conjunction
- Combine two true statementsโfrom P and Q (separately established), derive PโงQ
- The only way to introduce โง in a proof; you must have proven both parts independently
- Proof tip: often the final step when your conclusion is a conjunction
Simplification
- Extract either conjunctโfrom PโงQ, derive P (or derive Q)
- Break apart compound premises to access the pieces you need for other rules
- Don't overlook this ruleโstudents sometimes forget they can "unpack" conjunctions mid-proof
Compare: Conjunction vs. Simplificationโthese are inverse operations. Conjunction builds โง statements from parts; Simplification breaks them down. Master both directions to handle conjunctions fluently.
Equivalence rules let you replace expressions with logically identical alternatives. Unlike inference rules, equivalences work in both directions and can be applied to subformulas within larger expressions.
Double Negation
- Two negations cancel outโยฌยฌP is equivalent to P
- Works both ways: introduce or eliminate double negations as needed
- Frequently necessary to set up Modus Tollens or clean up after other transformations
De Morgan's Laws
- Distribute negation across connectivesโยฌ(PโงQ)โก(ยฌPโจยฌQ) and ยฌ(PโจQ)โก(ยฌPโงยฌQ)
- Negation flips the connective: and becomes or, or becomes and
- Exam essential: these appear constantly; practice until the transformation is automatic
Transposition (Contraposition)
- Flip and negate a conditionalโPโQ is equivalent to ยฌQโยฌP
- The logical basis for Modus Tollens; both forms say exactly the same thing
- Proof strategy: transpose when you have the negation of a consequent and need to derive something
Material Implication
- Rewrite conditionals as disjunctionsโPโQ is equivalent to ยฌPโจQ
- Reveals the "hidden or" inside every if-then statement
- Use this when you need to apply disjunction rules to a conditional or vice versa
Compare: Transposition vs. Material Implicationโboth transform conditionals, but Transposition keeps the arrow (just flips/negates), while Material Implication eliminates the arrow entirely. Choose based on what connective you need in your proof.
Equivalence Rules: Structure and Rearrangement
These rules let you reorganize logical expressions without changing their truth value. They're about flexibility in how you write formulas, not deriving new information.
Commutation
- Order doesn't matter for โง and โจโPโงQโกQโงP and PโจQโกQโจP
- Rearrange conjunctions and disjunctions to match required forms or improve readability
- Note: this does NOT apply to conditionals; PโQ is not equivalent to QโP
Association
- Grouping doesn't matter for repeated connectivesโ(PโงQ)โงRโกPโง(QโงR)
- Regrouping parentheses lets you access different pairs for other rules
- Same principle applies to disjunctions: (PโจQ)โจRโกPโจ(QโจR)
Distribution
- Distribute one connective over anotherโPโง(QโจR)โก(PโงQ)โจ(PโงR)
- Works both directions and for both connective combinations; like distributing multiplication over addition
- Key transformation for converting between conjunctive and disjunctive normal forms
Absorption
- A statement absorbs redundant informationโPโQ is equivalent to Pโ(PโงQ)
- If P guarantees Q, then P guarantees both P and Q; the antecedent is already "included"
- Useful for simplification or when you need to introduce a conjunction into a consequent
Compare: Distribution vs. De Morgan'sโboth transform expressions with mixed connectives, but Distribution preserves the connectives while rearranging structure, whereas De Morgan's changes connectives while distributing negation. Know which tool fits your transformation goal.
These forms extend beyond basic propositional logic or represent important logical concepts you'll encounter throughout your studies.
Exportation
- Restructure nested implicationsโ(PโงQ)โR is equivalent to Pโ(QโR)
- "Currying" in logic: a function of two inputs becomes a function returning a function
- Proof flexibility: choose whichever form makes your current inference easier
Universal Instantiation
- Apply general claims to specific casesโfrom โxPx, derive Pa for any constant a
- The bridge from predicate to propositional reasoning; what's true of all is true of each
- Foundation of predicate logic proofsโyou'll use this whenever you need to "unpack" a universal statement
Tautology
- A statement true under all interpretationsโlike PโจยฌP (law of excluded middle)
- Not an inference rule but a concept; tautologies can be introduced at any point in a proof
- Validity connection: an argument is valid if and only if the conditional linking premises to conclusion is a tautology
Compare: Universal Instantiation vs. Modus Ponensโboth let you derive specific conclusions, but UI works on quantified statements (moving from "all" to "one"), while MP works on conditionals (moving from "if-then" to "then"). Different logical machinery, similar "narrowing down" function.
Quick Reference Table
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| Conditional Inference | Modus Ponens, Modus Tollens, Hypothetical Syllogism |
| Disjunction Handling | Disjunctive Syllogism, Addition, Constructive Dilemma |
| Conjunction Handling | Conjunction, Simplification |
| Negation Transformation | Double Negation, De Morgan's Laws, Transposition |
| Conditional Equivalences | Material Implication, Exportation, Absorption |
| Structural Rearrangement | Commutation, Association, Distribution |
| Predicate Logic Bridge | Universal Instantiation |
| Logical Concepts | Tautology |
Self-Check Questions
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Both Modus Ponens and Modus Tollens use a conditional premiseโwhat's the key difference in what additional premise each requires, and what conclusion each produces?
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You have the premises PโQ, QโR, and P. Which two rules would you use (in order) to derive R?
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Compare De Morgan's Laws and Distribution: both transform expressions with mixed connectives. When would you use each one?
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If you need to derive ยฌP and you have PโQ as a premise, what other premise do you need and which rule applies?
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(FRQ-style) Given premises AโB, CโD, and AโจC, construct a proof deriving BโจD. Name each rule you apply.