Symbolic LogicRules of Replacement

Rules of Replacement

A replacement rule says two forms are equivalent, so either can replace the other anywhere, even inside a line, in either direction.

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The eight rules of inference are not enough on their own. From $\neg (p \land q)$ and $p$ you should be able to get $\neg q$, but no rule of inference fits: the first premise is a negation, not a disjunction. What you need is a way to rewrite $\neg (p \land q)$ as the equivalent $\neg p \lor \neg q$ (De Morgan's Laws). That is what rules of replacement do.

Key idea

A rule of replacement says two forms are logically equivalent, written with "::" between them. Either form may replace the other anywhere, even inside a line, and in either direction. A rule of inference, by contrast, works only on whole lines and only in one direction.

Why it works

If two formulas are equivalent, they have the same truth value in every row. Swapping one for the other inside a larger formula therefore never changes the value of the larger formula either: the connectives around it see exactly the same truth value as before. That is why replacement may happen inside a line. Inference rules have no such guarantee: $p \land q$ implies $p$, but $p$ does not imply $p \land q$, and replacing one with the other inside $(p \land q) \to r$ could turn a truth into a falsehood.
Two kinds of rules.
Rules of inferenceRules of replacement
ExamplesMP, MT, HS, DS, CD, Simp, Conj, AddDM, Com, Assoc, Dist, DN, Trans, Impl, Equiv, Exp, Taut
Based onvalid argument formslogical equivalences
Apply towhole lines onlyany part of a line
Directionone wayboth ways
Replacement makes room for an inference rule.

Worked examples

Worked example: Inside a line

May DM turn $\neg (p \land q) \to r$ into $(\neg p \lor \neg q) \to r$?
  1. DM is a rule of replacement.
  2. It replaces the antecedent with an equivalent formula.

Answer: Yes. Replacement works on parts of lines.

Worked example: Not allowed

May Simp turn $(p \land q) \to r$ into $p \to r$?
  1. Simp is a rule of inference, so it needs a whole line that is a conjunction.
  2. Here the conjunction is only the antecedent.
  3. In fact the result does not follow: $(p \land q) \to r$ can be true while $p \to r$ is false (try $p$ T, $q$ F, $r$ F).

Answer: No.

Worked example: Either direction

May DN turn $\neg \neg s \lor t$ into $s \lor t$? And back?
  1. DN says $p$ :: $\neg \neg p$.
  2. Replacement may go from right to left or left to right.

Answer: Yes, both ways.

Common mistake

Treating the two kinds of rules alike: using replacement rules only on whole lines (they are allowed anywhere), or using inference rules on parts (never allowed). Before you apply a rule, ask which kind it is. If it has "::", it may go anywhere; if it says "infer", it needs whole lines.

The next four lessons give the ten replacement rules in small groups. With all eighteen rules together, the system can prove every valid argument of statement logic, a fact you will meet again in Soundness and Completeness.

Practice

Pass with 3 right answers, the last 2 in a row. Each right answer earns 2 XP.

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Builds on

Leads to

Sources and further reading

  • Patrick J. Hurley and Lori Watson, A Concise Introduction to Logic, 13th ed., section 7.3, Rules of Replacement I
  • Irving M. Copi, Carl Cohen and Victor Rodych, Introduction to Logic, 15th ed., chapter on the method of deduction, the rule of replacement
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