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Linglib.Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017

@cite{zuraw-hayes-2017}: Intersecting Constraint Families #

@cite{zuraw-hayes-2017}

@cite{zuraw-hayes-2017} "Intersecting Constraint Families: An Argument for Harmonic Grammar" (Language 93(3): 497–546).

Main claims #

  1. When phonological variation is governed by two independent families of constraints, the data exhibits across-the-board effects with floor and ceiling compression — a family of sigmoid curves.

  2. This pattern is naturally predicted by Harmonic Grammar (MaxEnt and Noisy HG) because constraint effects are additive.

  3. Decision-tree models fail because their multiplicative decomposition produces "claws" (monotonically increasing differentiation), not sigmoid families (§2.6, §3.10).

  4. Stochastic OT fails because ranking paradoxes prevent fitting structured constraint sets to the observed pattern (§2.6, §3.8).

Formalization #

This file proves the decision-tree failure theorem and connects the empirical Tagalog data to the MaxEnt prediction via the constraint independence machinery from Separability.lean. The deeper proof that MaxEnt's success follows from harmony separability is developed by @cite{magri-2025} — see Magri2025.lean.

The formalization uses the 2×2 sub-case of the Tagalog data (maŋ-other/paŋ-res × /b//k/) from Fragments.Tagalog.Phonology, which suffices for the mathematical theorem. The full paper uses a 6×6 grid (6 prefixes × 6 consonants).

Case studies #

Across-the-board consistency: one dimension's effect has the same sign regardless of the other dimension's value. Formally: the product of row-wise rate differences across columns is positive (same sign).

Equations
Instances For
    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.decision_tree_monotonic_diff (g₁ g₂ h₁ h₂ : ) (hg : g₁ < g₂) (hh : h₁ < h₂) :
    g₁ * h₂ - g₁ * h₁ < g₂ * h₂ - g₂ * h₁

    Decision-tree models predict monotonic differentiation (§2.6): In a multiplicative model P(x,y) = g(x) · h(y), the difference between two h-values is proportional to g:

    g(x) · h(y₂) - g(x) · h(y₁) = g(x) · (h(y₂) - h(y₁))

    So at the floor (g → 0), all h-differences vanish, and at the ceiling (g → 1), h-differences are maximal. Differences grow monotonically from floor to ceiling.

    This is the "claws" pattern: pinching at one end only. In contrast, MaxEnt predicts humped differentiation: sigmoid families compressed at both extremes — the observed pattern.

    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.decision_tree_diff_proportional (g₁ g₂ h₁ h₂ : ) :
    (g₂ * h₂ - g₂ * h₁) * g₁ = (g₁ * h₂ - g₁ * h₁) * g₂

    In a multiplicative model, the ratio of differences across two g-values exactly equals the ratio of those g-values. Cross-multiplied form (avoids division):

    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.decision_tree_product_bound (g h : ) (hg : 0 g) (hg1 : g 1) (hh : 0 h) (hh1 : h 1) :
    g * h g g * h h

    Decision-tree ceiling bound: in a multiplicative model with both factors in [0,1], the product is bounded above by both factors.

    This is the mathematical core of why decision trees produce "claws" instead of sigmoid families: probabilities can never exceed either component probability. At the floor (g → 0), all products vanish regardless of h — explaining the pinch at one end. But at the ceiling (g → 1), differences are preserved — so there is NO compression at the top. MaxEnt, by contrast, compresses at BOTH extremes via the sigmoid function 1/(1 + eⁿ).

    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.tagalog_maxent_best :
    -28482 / 100 > -29231 / 100 -28482 / 100 > -29448 / 100 -28482 / 100 > -31464 / 100 -28482 / 100 > -64572 / 100

    MaxEnt achieves the best fit for Tagalog (Table 7).

    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.tagalog_hg_beats_ranking :
    -29448 / 100 > -31464 / 100 -29448 / 100 > -64572 / 100

    Both HG variants beat both ranking models for Tagalog (Table 7). This is the paper's core claim: constraint weighting consistently outperforms constraint ranking.

    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.french_maxent_best :
    -19771 / 100 > -19880 / 100 -19771 / 100 > -20795 / 100 -19771 / 100 > -23361 / 100 -19771 / 100 > -41064 / 100

    MaxEnt and Noisy HG achieve the best fits for French (Table 17).

    theorem Phenomena.PhonologicalAlternation.Studies.ZurawHayes2017.french_hg_beats_ranking :
    -19880 / 100 > -23361 / 100 -19880 / 100 > -41064 / 100

    Both HG variants beat both ranking models for French (Table 17).

    MaxEnt predicts HZ's generalization for Tagalog nasal substitution: for any weight assignment w : Fin 6 → ℝ, the MaxEnt logit rates satisfy the constant-difference identity.

    LR(/maŋb/) − LR(/maŋk/) = LR(/paŋb/) − LR(/paŋk/)

    The proof instantiates me_predicts_hz (Separability.lean) with the Tagalog violation differences and their independence (from the Tagalog fragment).

    The constant logit-rate difference equals −w₂ + w₃ + w₄ for both rows, regardless of weights. This follows from the insensitivity structure of the six constraints: markedness constraints (C₁–C₄) are insensitive to prefix, so their contributions cancel in the row difference, while faithfulness constraints (C₅–C₆) are insensitive to stem consonant, so they cancel in the column difference.

    NHG produces consistent ordering (@cite{zuraw-hayes-2017} §2.5, Figure 8): when the harmony scores satisfy ConstantLogitDiff, NHG probabilities Φ(d(x)/σ) exhibit across-the-board consistency.

    Composes constantLogitDiff_mono_consistent (CLD + strict monotonicity ⟹ consistent ordering) with normalCDF_strictMono. Since x ↦ Φ(x/σ) is strictly monotone for σ > 0, the result follows. This is the formal version of Z&H's argument that NHG produces sigmoid families (not claws) because the normal CDF compresses at both extremes.

    NHG predicts consistent ordering for Tagalog nasal substitution: for any weight assignment and noise level, the NHG probabilities of nasal substitution exhibit across-the-board consistency whenever the mang- and pang- prefixes have different logit rates for b-initial stems.

    End-to-end chain: Tagalog violation differences (fragment) → violDiff_independencemaxent_predicts_hz_tagalog (CLD) → nhg_consistent_ordering (CDF monotonicity) → consistent ordering.