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ANDRZEJ WIŚNIEWSKI
Abstract
Central concepts of inferential erotetic logic are discussed. Search
scenarios and search rules are defined in terms of the logic of ques-
tions.
1. Introduction
The aim of this paper is to present the basic ideas of a certain approach to the
logic of questions. We call it here inferential erotetic logic (IEL for short).
IEL focusses the attention of the logic of questions on erotetic inferences
and thus forms an alternative to the received view, that is, roughly, to the
approach which puts the structure of questions and the problem of question-
answer relationship at the center of attention of erotetic logic. 1 At the same
time IEL presents an alternative to the “Interrogative Model of Inquiry” de-
veloped by Hintikka and his associates.2
We shall concentrate here on basic concepts, underlying intuitions and ex-
amples, leaving aside proofs and more technical results (these can be found
in the papers and books listed in the “Bibliography”). The last sections con-
tain some new developments.
IEL starts with a trivial observation that before a question is asked or posed,
a questioner must arrive at it. In many cases arriving at questions resembles
coming to conclusions: there are premises involved and some inferential
thought processes take place. If we admit that a conclusion need not be
1
The logic of questions is also called erotetic logic (from Greek “erotema” = question).
2
Hintikka’s book Inquiry as Inquiry: A Logic of Scientific Discovery (Kluwer, Dordrecht
/Boston /London 1999) includes most of his papers devoted to the subject.
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6 ANDRZEJ WIŚNIEWSKI
“conclusive”, we can say that sometimes questions play the role of conclu-
sions. But questions can also perform the role of premises: it often happens
that we arrive at a question when we are looking for an answer to another
question. Thus the concept of an erotetic inference can be introduced. As a
first approximation an erotetic inference may be defined as a thought process
in which we arrive at a question on the basis of some previously accepted
declarative sentence or sentences and/or a previously posed question. There
are, then, erotetic inferences of (at least) two kinds: the key difference be-
tween them lies in the type of premises involved. In the case of erotetic infer-
ences of the first kind the premises are declarative sentences. The premises
of an erotetic inference of the second kind consist of a question and possibly
some declarative sentence(s); erotetic inferences which do not involve any
declarative premises can be regarded as a special case of erotetic inferences
of the second kind. From the syntactical point of view, an erotetic inference
of the first kind can be identified with an ordered pair <X, Q>, where X
is a finite and non-empty set of declarative sentences (the premises) and Q
is a question (the conclusion). Similarly, an erotetic inference of the second
kind can be identified with an ordered triple <Q, X, Q1 >, where Q, Q1 are
questions and X is a finite (possibly empty) set of declarative sentences; the
question Q is the interrogative premise (we shall call it an initial question),
the elements of X are declarative premises and Q1 is the conclusion. Erotetic
inferences construed syntactically are also called erotetic arguments.
IEL proposes some conditions of validity for erotetic inferences.
As long as we are concerned with “standard” inferences, validity amounts
to the transmission of truth: if the premises are all true, the conclusion must
be true as well. But it is doubtful whether it makes any sense to assign
truth or falsity to questions. On the other hand, a question usually has many
possible answers, and each of them may be true or false. Moreover, there
are questions which have well-defined sets of direct (i.e. possible and just-
sufficient) answers. Assume that Q is a question which has a well-defined
set of direct answers. We say that Q is sound if and only if at least one direct
answer to Q is true, and unsound otherwise. It seems natural to impose the
following necessary condition of validity on erotetic inferences of the first
kind:
(C1 ) (transmission of truth into soundness) if the premises are all true,
then the question which is the conclusion must be sound.
Is this sufficient? Certainly not. For if (C1 ) were sufficient, the following
inferences would be valid:
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What is wrong with the above inferences? The question which is the con-
clusion has a (direct) answer which provides us with information which is
already present (directly or indirectly) in the premises. In other words, the
question which is the conclusion is logically redundant and thus not informa-
tive. So IEL imposes the following additional necessary condition of validity
on erotetic inferences of the first kind:
(C2 ) (informativeness) a question which is the conclusion must be infor-
mative with respect to the premises.
Again, (C3 ) is only a necessary condition. If (C3 ) were sufficient, the fol-
lowing would be valid inferences:
(III) Is Andrew a logician?
Is Andrew married?
The problem here is that the questions which are conclusions have (direct)
answers which are cognitively useless: these answers, if accepted, do not
contribute in any way to the process of finding answers to initial questions.
IEL imposes the following additional condition of validity on erotetic in-
ferences of the second kind:
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7
N.D. Belnap ‘Åqvist’s corrections-accumulating question sequences’, in: J.W. Davis et
al. (eds.), Philosophical Logic (D. Reidel, Dordrecht 1969), p. 124.
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the epistemic request of the questioner. Although the above conditions are
formulated in pragmatic terms, logical theories of questions usually define
the principal possible answers to questions or interrogatives of formalized
languages in terms of syntax and/or semantics. For example, Kubi ński as
well as Belnap (in the case of elementary interrogatives) proceed syntacti-
cally, whereas Hintikka’s approach is twofold: possible replies and so-called
conclusiveness-conditions are characterized in syntactic terms, and a possi-
ble reply is a conclusive answer if this reply together with the description of
the questioner’s state of knowledge entails (in the sense of some underlying
epistemic logic) the desideratum of the question, that is, an epistemic for-
mula which describes the cognitive state of affairs the questioner wants to be
brought about.
IEL proceeds syntactically: it is assumed that the syntax of a considered
formalized language assigns to a question a set of sentences, which are then
called directs answers to the question. As long as we are pursuing general
considerations, the details of this assignment need not be decided on; we
only assume that the following conditions are fulfilled:
(C5 ) direct answers are sentences, i.e. declarative formulas with no in-
dividual or higher-order free variables (since sentential functions are not
definite enough in order to answer anything);
(C6 ) each question has at least two direct answers (since a necessary con-
dition of being a question is to present at least two “alternatives” or con-
ceptual possibilities among which some selection can be made);
(C7 ) each finite and at least two-element set of sentences is the set of
direct answers to some question.
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Q∗ of a natural language construed in such a way that the possible and just-
sufficient answers to Q∗ have the logical form of direct answers to Q. If a
natural-language question has many readings, it has many representations.
The richer the underlying formalized language, the more we can represent
within it.
Since there is no (and in many cases cannot be) one-to-one correspon-
dence between natural-language questions and questions of a formalized lan-
guage, we can go further and define questions of a formalized language as
expressions whose form does not resemble their natural-language counter-
parts. One possibility is to define a question (of an object-level formalized
language) as an expression which consists of the question mark ? and an
expression of the object-language which is equiform to the expression of
the metalanguage which designates the set of direct answers to the question.
For example, when we add the question mark ? and the brackets { } to the
vocabulary of a first-order language (or a propositional language), we can
supplement the language with questions of the form:
where n > 1 and A1 , ..., An are syntactically distinct sentences (i.e. closed
well-formed formulas); these sentences are direct answers to the question.
A question of the form (#) represents those natural-language questions (or
their clarified counterparts) whose sets of possible and just-sufficient an-
swers consist of sentences which have the logical form of A 1 , ..., An , ex-
clusively. Note that an expression of the form (#) still belongs to the object-
language, whereas the expression {A1 , ..., An } is equiform to a metalan-
guage-expression which designates the set of direct answers to the question.
One advantage of this solution is that it is now extremely easy to say what
counts as a direct answer to the question, and what natural-language ques-
tions are represented by it. This procedure can also be applied to (possible
representations of) some wh-questions (cf. Wiśniewski 1995a, Chapter 3).
When we go in this direction, we arrive at a level of abstraction at which
the so-called conclusiveness conditions in Hintikka’s sense are no longer
needed. Yet, let us stress that the above approach to questions is not essen-
tial to IEL: if only conditions (C5 ), (C6 ) and (C7 ) specified in the previous
section are fulfilled, questions can be introduced in the way proposed by Bel-
nap, or by Kubiński, or by other logicians who adopt the non-reductionist
standpoint.
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Example 1:
Example 2:
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Example 3:
8
Cf. D.J. Shoesmith and T.J. Smiley Multiple-conclusion logic (Cambridge University
Press, Cambridge 1978).
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For intuitions, see Wiśniewski (1995a, 1997). Let us stress that the fact
that a question has any of the above characteristics is dependent upon both
the form of the question and the properties of an underlying semantics. In
particular, it may happen that a given question is normal in the light of one
semantics, but not normal from the standpoint of another. Note also that
since mc-entailment need not be compact, normality is not tantamount to
regularity.
So far we have introduced only one category of answers. Yet, the concep-
tual apparatus characterized above allows us to define further categories. For
example, we can say that a d-wff A is a just-complete answer to a question
Q if and only if there is a direct answer B to Q such that B entails A and A
entails B. Roughly, just-complete answers are equivalent to direct answers;
this concept is not superfluous since direct answers are defined syntactically.
Partial answers are defined by:
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no partial answers. This is not to say, however, that binary questions have
only direct and just-complete answers; these questions, as well as other ques-
tions, have also incomplete answers, corrective answers, etc.
5. Definition of Evocation
Yet, it is neither assumed nor denied that an evoking set consists of truths.
Let P =<T, U > be an arbitrary but fixed admissible partition of (the declar-
ative part of) the language. Assume that E(X, Q). The following tables
describe possible connections:
X Q
X⊂T sound in P
Xnon⊂ T sound in P or unsound in P
Table 1.
10
Of course, clause (ii) is equivalent to:
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Q X
sound in P X ⊂ T or Xnon⊂ T
unsound in P Xnon⊂ T
Table 2.
We say that an erotetic inference of the first kind <X, Q> is valid iff
E(X, Q).
11
In Wiśniewski (1991a) evocation is called “weak generation”.
Chapter 5 of Wiśniewski (1995a) is devoted to properties of evocation in first-order lan-
guages enriched with questions and supplemented with a standard model-theoretic seman-
tics. A more general approach (in terms of the minimal erotetic semantics) is adopted in
Wiśniewski (1996). Meheus (cf. Meheus 1999) proposes some generalizations which also
cover the case of evocation from inconsistent sets of premises.
12
If ∅ ||= dQ, then Q is sound in each admissible partition of the language and thus clause
(ii) of Definition 8 is fulfilled for trivial reasons. Generation excludes this.
13
See also Meheus (1999) for the inconsistent case.
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6. Examples of Evocation
In order to present examples let us consider two languages of the kind ana-
lyzed above.
6.1. Language L1
can be read “Is it the case that A?” and abbreviated as:
(6.2) ?A
(6.4) ? ± | A, B |
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in Section 4.
(6.5) p ∨ ¬p `E ? p,
(6.6) p ∨ q `E ? p,
(6.7) p ∨ q `E ? q,
(6.8) p ⊃ q `E ? p,
(6.9) p ⊃ q `E ? q,
(6.10) p ≡ q `E ? {p ∧ q, ¬p ∧ ¬q},
6.2. Language L2
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(##) ? S(Ax),
(###) ? U(Ax),
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(6.19) P c1 , P c2 `E ? c1 = c2 ,
where n > 1,
where n > 1,
where n > 1,
where n > 1,
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7. Erotetic Implication
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and that P =<T, U > is an arbitrary but fixed admissible partition of the
language:
Q X Q1
sound in P X⊂T sound in P
unsound in P X⊂T unsound in P
sound in P Xnon⊂ T sound in P or unsound in P
unsound in P Xnon⊂ T sound in P or unsound in P
Table 3.
Q1 X Q
sound in P X⊂T sound in P
unsound in P X⊂T unsound in P
sound in P Xnon⊂ T sound in P or unsound in P
unsound in P Xnon⊂ T sound in P or unsound in P
Table 4.
Thus erotetic implication is an “almost equivalence” with respect to sound-
ness. Yet, one cannot reduce the intuitive content of the analyzed concept
to such an equivalence. This is due to the second clause of the proposed
definition.
According to clause (ii) of Definition 9, each set made up of a direct an-
swer to an implied question and the auxiliary d-wffs multiple-conclusion
entails a certain non-empty proper subset of the set of direct answers to the
implying question. The words italicized above are crucial. Let us start from
the last. The set of direct answers to a question can be viewed as the class of
possibilities offered by the question. Thus when we have a proper subset of a
set of direct answers, the class of possibilities is narrowed down. The clause
(ii) requires that for each direct answer B to the implied question Q 1 there
exists a certain non-empty proper subset Y of the set of direct answers to the
implying question Q such that Y is multiple-conclusion entailed by X∪{B}.
Thus if B is true and all the auxiliary d-wffs in X are true, we have a guar-
antee that a true direct answer to the implied question Q is among those in
the restricted class Y . Now observe that clause (ii) speaks about each di-
rect answer to the implied question. Consequently, each couple <B, X>,
where B ∈ dQ1 , fixes a certain restricted class of possibilities, and, given
that X consists of truths, a couple which contains a true direct answer to Q 1
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(if there is any) determines the real possibilities (that is, a class of answers
to Q which must contain at least one true answer). Thus an implied question
is potentially cognitively useful with respect to the implying question and,
since clause (ii) speaks about each direct answer to the implied question, the
usefulness of an implied question can be called “open-minded”. Using the
philosophical jargon, erotetic implication defined above has a “teleological
feature” and this feature distinguishes it from other proposals.
Of course, different answers to an implied question usually point at differ-
ent sets of possibilities. Moreover, it may happen that the appropriate proper
subsets are simply singleton sets, as happens in the example presented be-
low:
Example 4:
It may also happen that no single direct answer to the implying question is
forthcoming (but still subclasses are fixed), viz.:
Example 5:
Example 6:
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The difference lies in the fact that single direct answers to an implying ques-
tion are pointed at (i.e. entailed) by couples made up of X and a direct
answer to the implied question (cf. Example 4).
Second, observe that when the following condition is fulfilled:
(*) for each B ∈ dQ1 : X ∪ {B} entails some direct or partial answer to
Q
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14
We assume that subformulas are defined in the standard manner; in particular, a d-wff
A is a subformula of A. Moreover, we assume that negation is present in a language.
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where 1 ≤ i ≤ n.
(8.16) ? {A1 , ..., An }, A1 ∨...∨An , ¬(A1 ∧...∧An ) `Im ? {¬A1 , ..., ¬An },
[regular if n = 2]
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Erotetic inferences occur in almost every process of reasoning. Yet, the com-
mon attitude has been to regard them as belonging to the “pragmatics” of
reasoning, in the pejorative sense of pragmatics as referring to something
that is not subjected to any objective rules. No doubt, there are erotetic in-
ferences of this kind. But there are also erotetic inferences which have a
well-established structure due to the fact that evocation or erotetic impli-
cation hold between their premises and conclusions. IEL regards them as
valid. Of course, validity is a normative concept and the appropriate concept
of validity is neither given by God nor by Tradition (even Jaakko Hintikka
is silent here). But even if one has other intuitions concerning validity of
erotetic inferences, the semantic warrants connected with IEL-valid erotetic
inferences still remain. Moreover, if we have a formula which says that a
question of a given form is evoked by a finite set of d-wffs made up of d-
wffs of strictly defined forms (cf. examples in Section 6), we can formulate a
rule each application of which leads to the question which is both sound and
informative with respect to the premises. Similarly, when a formula of the
form Q, A1 , ..., An `Im Q1 (or of the form Q `Im Q1 ) holds (cf. examples
in Section 8), we can formulate a rule each application of which leads to the
question which is both sound with respect to the premises and cognitively
useful with respect to the initial question. These rules are called E-rules and
Im-rules, respectively.
Yet, IEL does not stop here. The logical tools elaborated within IEL make
an analysis of search scenarios possible. As a result of the analysis, search
rules are characterized.
What are erotetic search scenarios (e-scenarios for short)? A few examples
will help to clarify matters here.
Example 7:
Question (9.1) is construed here in such a way that the following are direct
answers to it:
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If the negative answer to (9.5) holds, the answer (9.2) to (9.1) is found. If,
however, the affirmative answer to (9.5) holds, the following question should
be asked:
(9.6) Did John talk to Mary?
The affirmative answer to (9.6) together with the (already established) affir-
mative answer to (9.5) give the answer (9.3) to the principal question (9.1),
whereas the negative answer to (9.6) together with the affirmative answer to
(9.5) yield the answer (9.4) to the principal question.
The following diagram presents the e-scenario involved:
Figure 1.
? {¬p, p ∧ q, p ∧ ¬p}
? pP PP
P
p ¬p
? qP
PP
P
q ¬q
p∧q p ∧ ¬q
Example 8:
Let us now imagine that we are looking for an answer to the following prin-
cipal question:
(9.7) Where did John leave for: Paris, London, Kiev, or Moscow?
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(9.10) John left for London if he took his famous umbrella; otherwise he
did not leave for London.
If the negative answer to (9.11) is true, then by (9.9) John left for Moscow.
If, however, the affirmative answer to (9.11) holds, then the following ques-
tion arises:
(9.12) Where did John leave for: London or Paris?
Figure 2.
? {p, q, r, s}
t⊃p∨q
¬t ⊃ s
q≡u
?t
P
PP
P
t ¬t
? {p, q} s
? uP PP
P
u ¬u
q p
Example 9:
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(“Does a have the property P1 ?”) on the basis of the following initial premise:
(9.15) ∀x(P1 x ≡ P2 x ∧ P3 x)
Figure 3.
? P1 a
∀x(P1 x ≡ P2 x ∧ P3 x)
? ± | P2 a, P3 a |
? P2 a
P
PP
P
P2 a ¬P2 a
? P3 a
P
¬P1 a
PP
P
P3 a ¬P3 a
P1 a ¬P1 a
The principal question (9.14) on the basis of (9.15) implies:
(9.16) ? ± | P2 a, P3 a |
(cf. (8.8)). Question (9.17) is now asked and answered. Since it has two di-
rect answers, the scenario branches. The right branch contains the negative
answer ‘¬P2 a’ to (9.17) and, since ‘¬P2 a’ and (9.15) entail ‘¬P1 a’, ends
with the negative answer to the principal question (9.14). The left branch
contains the affirmative answer ‘P2 a’ to (9.16) followed by the question:
(9.18) ? P3 a
which is implied by question (9.17) (cf. (8.9)). Question (9.18) is asked and
answered, and the scenario branches again. The leftmost branch contains the
affirmative answer to (9.18) and ends with the affirmative answer to the prin-
cipal question (9.14), which is now entailed by the results established so far
and the premise (9.15). The right sub-branch contains the negative answer
to (9.18) and ends with the negative answer to the principal question (9.14);
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this answer is entailed by the answer just received (i.e. ‘¬P 3 a’) and premise
(9.15).
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Fact 6: Each e-scenario involves at least one query; each e-scenario has
a major branching point, which is the first query of every path of the e-
scenario.
The above theorem was proved in Wiśniewski (2003) for the propositional
case. The proof for the generalized case goes along similar lines. Note
that the Golden Path Theorem holds both for complete and incomplete e-
scenarios.
For further examples of e-scenarios see Wiśniewski (2003).
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Figure 4.
? P1 a
∀x(P1 x ≡ P2 x ∧ P3 x)
?
P
P2 a
PP
P
P2 a ¬P2 a
? P3 a
P
¬P1 a
PP
P
P3 a ¬P3 a
P1 a ¬P1 a
Assume that we have a tree-like diagram D of the imperative counterpart
of a concise e-scenario. Let us now replace the non-logical constants/proposi-
tional variables in D with appropriate metalinguistic variables; of course,
different non-logical constants/propositional variables should be replaced by
distinct metalinguistic variables. The result can be viewed as a search rule.
Here are examples of search rules based on the e-scenarios presented above:
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Figure 5.
? {¬A, A ∧ B, A ∧ ¬B}
AP
?
PP
P
A ¬A
BP
?
PP
P
B ¬B
A∧B A ∧ ¬B
Figure 6.
? {A, B, C, D}
E ⊃A∨B
¬E ⊃ D
B≡F
?
P
E
PP
P
E ¬E
? FP D
PP
P
F ¬F
B A
Figure 7.
?Pc
∀x(P x ≡ Rx ∧ T x)
?
P
Rc
PP
P
Rc ¬Rc
? TP
c ¬P c
PP
P
Tc ¬T c
Pc ¬P c
But what justifies us in saying that diagrams of the kind presented above
can be called search rules? Let us take a look at the diagram presented in
Figure 7. It conveys the following information: given that the initial premise
holds, in order to answer a principal question of the form ? P c an answer to
question ‘? Rc’ is needed first. If the established answer is a negative one,
the negative answer to the principal question is obtained. If, however, the es-
tablished answer is the affirmative one, an answer to question ‘? T c’ is also
needed. If the established answer to ‘? T c’ is affirmative, then the affirma-
tive answer to the principal question is found. If one establishes the negative
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answer to ‘? T c’, then the negative answer to the principal question holds. In
other words, the above diagram provides us with a set of conditional instruc-
tions which tell us both what auxiliary questions should be asked and when
they should be asked in order to answer the principal question; moreover, the
diagram shows what should be done if such-and-such a direct answer to an
auxiliary question appears to be acceptable and does so with respect to any
direct answer to each auxiliary question. The same can be said about other
search rules of the kind considered.
Erotetic search scenarios differ with respect to their complexity and as do
the corresponding search rules. As long as we are concerned with practi-
cal applications, relatively simple search rules seem more useful. Note that
there are search rules which do not involve any initial declarative premises;
Figure 5 gives us an example. Here are more examples 15 (in order to save
space, we present the diagrams in a “horizontal” form):
Figure 8.
A, ¬¬A
? ¬A, ? A P
PP
P
¬A
Figure 9.
B, A ∧ B
A, ? B P
PP
P
? (A ∧ B), ? A P ¬B, ¬(A ∧ B)
PP
P
¬A, ¬(A ∧ B)
15
The following does not hold (⊗ stands here for any of the connectives ∧, ∨, ⊃, ≡):
(8.6) ? (A ⊗ B) `Im ? ± | A, B |,
(8.8) ? ± | A, B | `Im ? A.
The search rules presented in Figures 9–12 result from e-scenarios which have instances of
(8.6) and (8.8) “between” principal questions and first queries; of course, these formulas do
not occur in their imperative counterparts.
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40 ANDRZEJ WIŚNIEWSKI
Figure 10.
B, A ⊃ B
A, ? B P
PP
P
? (A ⊃ B), ? A P ¬B, ¬(A ⊃ B)
PP
P
¬A, A ⊃ B
Figure 11.
A, A ∨ B
? (A ∨ B), ? A P B, A ∨ B
PP
P
¬A, ? B P
PP
P
¬B, ¬(A ∨ B)
Figure 12.
B, A ≡ B
A, ? B hh
hh
¬B, ¬(A ≡ B)
? (A ≡ B), ? A P
P PP B, ¬(A ≡ B)
((((
¬A, ? B P
P PP
¬B, A ≡ B
The analysis of search scenarios has given rise to a certain proof method,
called Synthetic Tableaux Method (STM). STM was developed by Urba ński
(cf. Urbański 2001, 2002, and (forthcoming)) for CPC and some non-classi-
cal propositional calculi; completeness results were proved. Looking from
the erotetic point of view, a STM-style proof proceeds by answering the
operative questions which are implied by the principal question (which has
the form of a simple yes-no question) on the basis of the results obtained at
previous steps. Yet, the reference to erotetic implication is only implicit: an
STM-style proof is a well-defined proof-theoretical entity.
The problem of reducibility of questions to sets of (“operative”) questions
is important both to IEL and to STM. A semantical concept of reducibility is
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Institute of Philosophy
University of Zielona Góra
Wojska Polskiego 71a
65-762 Zielona Góra
Poland
E-mail: [email protected]
16
Cf. Sylvain Bromberger On What We Know We Don’t Know: Explanation, Theory,
Linguistics, and How Questions Shape Them, The University of Chicago Press, Chicago and
London, and Center for Study of Language and Information, Stanford 1992.
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REFERENCES
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