Basic Formal Logic

What is Logic

  • Based on rules that are assumed correct
  • Formal Logic focuses on rules and 100% correctness = mathematics
  • Not concerned with meaning, only with formal validity

“Edifice” (Descartes)

Descartes described logic as an edifice (building):

  • Foundation consists of basic laws of logic
  • Built upon it are deductive and inductive reasoning
  • Formal logic follows strict rules to ensure correctness

Four Laws of Logic

  1. Law of Identity (同一的): A proposition is itself, no more and no less
    • $p \to p$
  2. Law of No-Contradiction: A claim and its direct denial cannot both be true
    • $\lnot (p \land \lnot p)$
  3. Law of Excluded Middle: Either a proposition or its negation must be true
    • $p \lor \lnot p$
  4. Law of Double Negation: A double negative equals the positive
    • $p \Leftrightarrow \lnot \lnot p$

Principle of Sufficiency

  • “Nothing is without reason” (存在即有理由)
  • Sufficient: $p\to q$
  • Necessary: $p\leftarrow q$
  • Raises questions about uncaused events (e.g., Big Bang) and infinite regress

Note: If any one of the four laws is broken, the argument is “invalid”

Statements/Propositions/Claims

  • A sentence with a truth value (true/false)
  • Atomic Proposition: Simplified statement/proposition
    • Subject + Predicate
      • Linking item: affirmation/negation
    • Universal (all S are P) vs particular (some S are P) proposition

Propositional Logic Classification

  Universal Particular
Affirmation All S are P (A) Some S are P (I)
Negation All S are not P (E) Some S are not P (O)

Syllogism (三段式) - Aristotle

A syllogism consists of:

  • Major premise (e.g., “All humans are mortal”)
  • Minor premise (e.g., “I am a human”)
  • Conclusion (e.g., “I am mortal”)

Terms:

  • “I”: Subject/major term (S)
  • “mortal”: Predicate/minor term (P)
  • “human”: middle term (M)

Example Formalized:

M A P    (All humans (M) are mortal (P))
S I M    (I (S) am a human (M))
-----
S I P    (I (S) am mortal (P))

4 Figures of Syllogism

Figure 1:

M   P
S   M
-----
S   P

Figure 2:

P   M
S   M
-----
S   P

Figure 3:

M   P
M   S
-----
S   P

Figure 4:

P   M
M   S
-----
S   P
  • Out of 256 possible specific figures, only 15 are valid

Compound Propositions

  • Compound propositions are formed by linking 2 or more atomic propositions.

Types of Compound Propositions

  • Conjunctive Proposition (AND): $p \land q$
  • Disjunctive Proposition (OR): $p \lor q$ (either A or B)
  • Negation (NOT): $\lnot p$
  • Conditional/Hypothetical Proposition (IF…THEN): $p \to q$
    • Modus Ponens (肯定前件式): Affirming the antecedent
      1. If A, then B: $A \to B$
      2. A: $A$
      3. Therefore B: $B$
    • Modus Tollens (否定后件式): Denying the consequent
      1. If A, then B: $A \to B$
      2. Not B: $\lnot B$
      3. Therefore not A: $\lnot A$
        • Equivalent form: $(p\to q)\equiv(\lnot q\to\lnot p)$

Variables

  • Propositional variables: p, q, r, s…
  • Used to represent compound statements abstractly

Deduction Rules for Compound Propositions

  • Hypothetical syllogism: $(p\to q, q\to r) \equiv (p \to r)$
  • Disjunctive elimination: $(p\lor q, p\to r, q\to s) \equiv (r\lor s)$

De Morgan’s Laws

  • $\lnot(p\land q) \Leftrightarrow (\lnot p\lor\lnot q)$
  • $\lnot(p\lor q) \Leftrightarrow (\lnot p\land\lnot q)$

Note: In this context, $\lor$ represents inclusive OR, not XOR