7. CATEGORICAL LOGIC

Outline

 

James Fieser, UT Martin

updated 11/1/2023

 

The system of categorical logic was developed by Aristotle in his book Prior Analytics, and from around 1100 to the early 1900s was the dominant system of logic in Western philosophy. It is called “categorical” since it is based on how categories of things relate to each other. The system has two components: categorical propositions, and categorical syllogisms. An example of a categorical proposition is the following:

 

All dogs are mammals

 

This involves an overlapping relation between the category “dogs” and the category “mammals”. A categorical syllogism is an argument built from three categorical propositions, where “syllogism” just means “argument”. An example is the following:

 

All dogs are mammals

All Dalmatians are dogs

Therefore, all Dalmatians are mammals

 

We begin by examining the structure of categorical propositions and will consider categorical arguments after that.

 

A. CATEGORICAL PROPOSITIONS

 

1. Four standard forms of categorical propositions (the four vowel letters are taken from the Latin words “affirm” and “nego”)

A:        All S is P   (All students are people)

E:         No S is P    (No students are pelicans)

I:          Some S is P    (Some students are pilots)

O:        Some S is not P   (Some students are not partiers)

 

2. Four requirements: each of the four forms must contain the following:

1. A quantifier (all, no, some)

2. A subject term (S)

3. A copula (is/are, is not)

4. A predicate term (P)

 

3. Venn Diagrams

One diagram for each of the four categorial forms

How to construct the diagrams

• Shade areas where nothing is contained in the set.

• With “All S is P”, everything in the S circle is also in the P circle, so you shade the portion of S that is outside of P.

• With “No S is P”, nothing in S is also in P, so you shade the portion of S that overlaps with P.

• With I and E propositions, Place X within areas where something is contained in the set.

 

4. Quantity and quality of the four forms

Quality: a statement is either affirmative or negative

affirmative (A, I) negative (E, O)

Quantity: a statement is either universal or particular

universal (A, E) particular (I, O)

Each of the four forms has its own unique combination of quality and quantity, which exhausts all possibilities

A:        All S is P (affirmative quality, universal quantity)

E:         No S is P (negative quality, universal quantity)

I:          Some S is P (affirmative quality, particular quantity)

O:        Some S is not P   (negative quality, particular quantity)

 

5. Translating from ordinary language

• Place asterisk around unit class (e.g., “All *Socrates* are men”)

• S and P terms must be nouns, so add "thing" to adjectives; for example, “some apples are red” translates into “Some apples are red things)

• Other noun possibilities are “times”, “places”, “cases”; for example, “Sometimes I am happy” translates into “some times are times when I am happy”

 

6. Distribution of the terms in the four forms

“Distribution” means when what's said about S or P applies to all S or P. It is like the “quantity” (universal/particular) applied to each S and P term, as opposed to the entire proposition. The distribution of the S and P terms in four forms make the most sense when comparing them to Venn diagrams of the four forms. Each of the four forms has its own unique combination of distribution and undistribution, which exhausts all possibilities

 

                  d    u

A:        All S is P 

                  d    d

E:         No S is P

                     u    u

I:          Some S is P

          u       d

O:        Some S is not P

 

7. Definitions (summary so far)

• Form: A, E, I or O (form of a statement)

• Term: subject and predicate terms

• Quality: affirmative (A, I) negative (E, O)

• Quantity: universal (A, E) particular (I, O)

• Distribution: when what's said about S or P applies to all S or P

• Existential import: S term is committed to existence in I and O forms.

 

8. Boolian Notation (***on homework, but not on test***)

A: SP = 0 (the class of S and non-P is empty; there are no members in the class of S and non-P)

E: SP = 0 (the class of S and P is empty; there are no members in the class of S and P)

I: SP ≠ 0 (the class of S and P is not empty; there is at least one member in the class of S and P)

O: SP ≠ 0 (the class of S and non-P is not empty; there is at least one member in the class of S and non-P)

 

 

 

B. IMMEDIATE INFERENCES AND LOGICAL EQUIVALENCES (***not on homework or on test***)

 

1. Conversion:

Switch the subject and predicate term

E and I: conversions are equivalent (have same Venn diagrams)

A and O: conversions are not equivalent (have different Venn diagrams)

A: All S are P ≠ All P are S

All Students are People ≠ All People are Students

E: No S are P = No P are S

No Students are Pelicans = No Pelicans are Students

I: Some S are P = Some P are S

Some Students are Pilots = Some Pilots are Students

O:  Some S are not P ≠ Some P are not S

Some Students are not Partiers ≠ Some Partiers are not Students

 

2. Obversion:

First, change quality; second, replace predicate with complement (i.e., negation in the form non-P)

A, E, I, and O: obversions are equivalent (have same Venn diagrams)

A: All S are P = No S are non-P

All Students are People = No Students are non-People

E: No S are P = All S are non-P

No Students are Pelicans = All Students are non-Pelicans

I: Some S are P = Some S are not non-P

Some Students are Pilots = some Students are not non-Pilots

O:  Some S are not P = Some S are non-P

Some Students are not Partiers = Some Students are non-Partiers

 

3. Contrapositive:

First, switch subject and predicate; second, replace both terms with complement (similar to transposition)

A and O: contrapositives are equivalent;

E and I: contrapositives are not equivalent

A: All S are P = All non-P are non-S

All Students are People = All non-People are non-Students

E: No S are P ≠ No non-P are non-S

No Students are Pelicans ≠ No non-Pelicans are non-Students

I: Some S are P ≠ Some non-P are non-S

Some Students are Pilots ≠ Some non-Pilots are non-Students

O: Some S are not P = Some non-P are not non-S

Some Students are not Partiers = Some non-Partiers are not non-Students

 

4. Traditional Square of Opposition

squ-opp

 

5. Contradictory: always have opposite truth values

A-O: All S are P // Some S are not P

E-I: No S are P // Some S are P

Validly infer opposition when either is true

Validly infer opposition when either is false

 

6. Contrary: at least one is false (both are not true)

A-E: All S are P // No S are P

Validly infer opposition when either true

No valid inference of opposition when either false

 

7. Subcontrary: at least one is true (both are not false)

I-O: Some S are P // Some S are not P

No valid inference of opposition when either is true

Validly infer opposition when either is false

 

8. Subalternations: truth flows down, falsehood flows up

A-I: All S are P // Some S are P

E-O: No S are P // Some S are not P

If universal is true, then particular is true, if particular is false, then universal is false

When A (or E) is true, I (or O) is true

When A (or E) is false, I is undetermined

When I (or O) is true, A (or E) is undetermined

When I (or O) is false, A (or E) is false

 

9. Boolean Square of Opposition: includes only the contradictories; all others are undetermined

 

C. CATEGORICAL SYLLOGISMS

 

1. Example of syllogism:

Major premise: All men are mortal (All men are mortal things)

Minor premise: Socrates is a man (All *Socrates* are men)

Conclusion: Socrates is mortal (All *Socrates* are mortal things)

 

2. Mood of Syllogisms

The three forms of the three propositions in a syllogism (e.g. AAA, EIO)

Example

A: All men are mortal things

A: All *Socrates* are men

A: All *Socrates* are mortal things

 

3. Figures of Syllogisms:

The order of the subject, predicate and middle terms in the premises

Chart:

1st Fig.    2nd Fig.    3rd Fig.    4th Fig.

M - P       P - M       M - P       P - M

S - M       S - M       M - S       M - S

S - P        S - P         S - P        S – P

Rules:

S and P are always in the conclusion in the same order

P and M are always in premise 1

S and M are always in premise 2

Tip: memorize the pattern for middle term: \ || /

 

4. Mood and Figure combined

Example: AAA-1 (i.e., Mood AAA, with Figure 1)

All M is P

All S is M

All S is P

Example: A00-2 (i.e., Mood A00, with Figure 2)

All P is M

Some S is M

Some S is P

 

D. VALIDITY OF SYLLOGISMS

 

There are 256 possible forms of syllogistic arguments, and there three different methods of indicating their validity or invalidity: (1) through intuitive lists, (2) through Venn diagrams, and (3) through five rules. Aristotle used the first, but later logicians devised the second and third.

 

1. Validity through intuitive lists (i.e., whether a syllogism intuitively seems valid)

Fifteen Unconditionally Valid (for both Aristotle and Boole)

Fig. 1: AAA-1, EAE-1, AII-1, EIO-1

Fig. 2: AEE-2, EAE-2, AOO-2, EIO-2

Fig. 3: AII-3, IAI-3, EIO-3, OAO-3

Fig. 4: AEE-4, IAI-4, EIO-4

Latin names of valid forms from a mnemonic poem by medieval logician William of Sherwood:

Fig. 1: barbara, celarent, darii, ferio

Fig. 2: camestres, cesare, baroco, festino

Fig. 3: datisi, disamis, ferison, bocardo

Fig. 4: camenes, dimaris, fresison

Nine Conditionally Valid (for only Aristotle, not Boole; these assumes that a term in the conclusion exists)

Fig. 1: AAI-1, EAO-1

Fig. 2: AEO-2, EAO-2

Fig. 3: AAI-3, EAO-3

Fig. 4: AEO-4, EAO-4, AAI-4

 

2. Validity with Venn Diagram:

Construct three overlapping circles for S P and M.

Diagram both premises (but not the conclusion), and see if diagram already contains the conclusion

If so then the argument is valid, if not then it is invalid

Diagram universal premise before particular

Examples:

 

 

AAA-1:

All M is P

All S is M

All S is P

A00-2

All P is M

Some S is not M

Some S is not P

 

 

When placement of X is ambiguous, put it on a line, which indicates that will be invalid since it could go in either direction (e.g., AOO-1, AOO-4, OAO-4)

 

3. Five Rules of Validity

The rules:

1. One distributed middle term: middle term must be distributed in at least one premise.

2. Distributed term-distributed term: term is distributed in conclusion iff it is distributed in premise.

3. One affirmative premise: must have at least one affirmative premise.

4. Negative-negative: negative conclusion iff negative premise.

5. Particular-particular: cannot conclude a particular from two universals

Examples:

AOO-3:

All M is P

Some M is not S

Some S is not P

 

Rule 1 OK: middle term distributed in premise 1

Rule 2 failed: P term distributed in conclusion but not in premise 1

Rule 3 OK: premise 1 is affirmative

Rule 4 OK: premise 2 negative, conclusion negative

Rule 5 OK: premise 2 particular, conclusion particular

 

EAE-3

No M is P

All M is S

No S is P

 

Rule 1 OK: middle term distributed in premise 1 and 2

Rule 2 failed: S term distributed in conclusion but not in premise 1

Rule 3 OK: premise 1 is affirmative

Rule 4 OK: premise 2 negative, conclusion negative

Rule 5 OK: no particulars

 

E. NON-STANDARD SYLLOGISMS (***not included in homework or on test***)

 

1. Enthymemes: syllogisms with an unstated premise

Example: Socrates is mortal because he his human

All men are mortal things (unstated)

All *Socrates* are men (stated)

All *Socrates* are mortal things (stated)

Example: Candide is a typical French novel, therefore it is vulgar

All French novels are vulgar things (unstated)

All *Candide* are French novels (stated)

All *Candide* are vulgar things (stated)

 

2. Sortes (polysyllogism): a chain of two or more syllogisms where the conclusion of first is a premise of the second

Example:

All lions are big cats.

All big cats are predators.

All predators are carnivores.

Therefore, all lions are carnivores.

Revision 1: first conclusion enthymeme stated. However, this revision does not follow standard syllogistic form. The reason is that the subjects indicated in each conclusion are in the major premises, rather than the minor premises where they belong. The more accurate revision, then, is revision 2.

All lions are big cats.

All big cats are predators.

[Therefore, all lions are predators.] (enthymeme)

All predators are carnivores.

Therefore, all lions are carnivores

Revision 2: two separate standard form syllogisms. This revision has two independent arguments that are in standard form.

All big cats are predators.

All lions are big cats.

Therefore, all lions are predators

 

All predators are carnivores.

All lions are predators

Therefore, all lions are carnivores

Testing for validity

Method 1: test as two separate syllogisms (as per revision 2) with either Venn diagram or five rules

Method 2: test original version with four-term Venn diagram

 

All lions are big cats (remove all portions of lions outside big cats)

All big cats are predators (remove all portions of big cats outside predators)

All predators are carnivores (remove all predators outside carnivores)

Therefore, all lions are carnivores (all that remains of lions is within carnivores)