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Linglib.Phenomena.Questions.Studies.GartnerGyuris2017

Gärtner & Gyuris (2017): Delimiting the Space of Bias Profiles #

@cite{gartner-gyuris-2017}

Formalization of the bias profile framework from @cite{gartner-gyuris-2017}, which defines bias profiles as non-empty power-set choices from {+, −, %} for evidential and epistemic dimensions across PPQ/IN-NPQ/ON-NPQ forms.

Key Results #

Cross-Linguistic Data (Appendix A) #

Six bias profiles from English, Japanese, and Hungarian are encoded and verified against the delimiting principles.

Bias values: positive (+), negative (−), neutral (%).

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      A bias choice is a non-empty subset of {+, −, %}. There are 2³ − 1 = 7 such subsets. We represent them as sorted lists for decidable equality and enumeration.

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        The 7 non-empty subsets of {+, −, %}.

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          Bias dimension: evidential vs epistemic.

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              G&G's PQ form typology: PPQ, IN-NPQ, ON-NPQ. These map to Romero's PosQ, LoNQ, HiNQ respectively.

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                  A cell in the bias profile grid: one PQ form × one bias dimension.

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                        A bias profile assigns a non-empty bias choice to each of 6 cells (3 PQ forms × 2 bias dimensions).

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                              Total space: 7 choices per cell, 6 cells = 7⁶ = 117649.

                              No Uniformity: a bias profile is not entirely uniform, i.e., not all 6 cells have exactly the same bias choice.

                              "none of them consist of exactly the same choice, e.g., {+}, for each of its 6 dimensions."

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                                No Uniformity removes exactly 7 profiles (one per uniform choice).

                                PPQ ≠ NPQ: Negation has an impact on bias. Both the evidential AND epistemic choices of PPQ must differ from those of each NPQ form.

                                "PPQ ≠ NPQ (interpreted more precisely as PPQ^ev ≠ NPQ^ev & PPQ^ep ≠ NPQ^ep)" — §2.2.

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                                  PPQ ≠ NPQ reduces the space to 7² × 6² × 6² = 63504.

                                  Quantitative Markedness (distributive, §2.3 eq. 11a): expressing marked (negative) meanings does not lead to more options than expressing their unmarked (positive) counterpart.

                                  |PPQ^ev| ≥ |IN-NPQ^ev| & |PPQ^ev| ≥ |ON-NPQ^ev| & |PPQ^ep| ≥ |IN-NPQ^ep| & |PPQ^ep| ≥ |ON-NPQ^ep|

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                                    Quantitative Markedness (collective, §2.3 eq. 11b): |PPQ^ev| + |PPQ^ep| ≥ |IN-NPQ^ev| + |IN-NPQ^ep| & |PPQ^ev| + |PPQ^ep| ≥ |ON-NPQ^ev| + |ON-NPQ^ep|

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                                      Distributive Markedness yields 33856 profiles (Appendix B [1]). Per dimension: 3×3² + 3×6² + 1×7² = 184 (PPQ,NPQ) triples. Two independent dimensions: 184² = 33856.

                                      Collective Markedness yields 56536 profiles (Appendix B [2]): 9×9² + 18×27² + 15×42² + 6×48² + 1×49² = 56536, summed over |PPQ^ev|+|PPQ^ep| = 2..6, counting NPQ pairs with sum ≤ PPQ sum.

                                      Avoid Disagreement: − ∉ PPQ and + ∉ NPQ. The polarity of the question and the direction of bias should not totally contradict each other.

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                                        Don't Rule Out Agreement: each cell of PPQ must contain +, and each cell of NPQ must contain −. The constraint applies per-cell, not per-row.

                                        This yields 4 choices per cell (subsets containing the matching polarity), so 4⁶ = 4096 total (§2.4, chart (19)).

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                                          Avoid Disagreement yields 3⁶ = 729 profiles.

                                          Don't Rule Out Agreement yields 4⁶ = 4096 profiles.

                                          A bias choice is convex if it doesn't "skip" intermediate values in the Hasse ordering + > % > −. Concretely, {+, −} is ruled out because it crosses over % without including it.

                                          The convex non-empty subsets of {+, %, −} are: {+}, {−}, {%}, {+,%}, {%,−}, {+,%,−} — six options.

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                                            A bias profile satisfies Convexity if all 6 cells are convex.

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                                              Convexity yields 6⁶ = 46656 profiles.

                                              Narrow Epistemic Choice: epistemic bias is either {+^ep} or {+^ep, −^ep, %^ep} (the full set).

                                              "the number of epistemic bias options is rather narrow, that is, we predominantly find {+^ep} or {+^ep,−^ep,%^ep}"

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                                                A bias profile satisfies Narrow Epistemic Choice if all 3 epistemic cells use either {+} or {+,%,−}.

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                                                  Narrow Epistemic Choice alone yields (7 × 2)³ = 2744 profiles.

                                                  The 4 evidential options surviving Static Complementarity + Convexity: {+,%}, {%,−}, {%}, {−}.

                                                  These are the convex subsets minus {+}, {+,%,−} (which are the epistemic options) and minus {+,−} (non-convex).

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                                                    A bias profile satisfies Static Complementarity if:

                                                    • Epistemic cells use {+} or {+,%,−} (Narrow Epistemic Choice)
                                                    • Evidential cells use {+,%}, {%,−}, {%}, or {−}
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                                                        Static Complementarity + Convexity yields (4 × 2)³ = 512 profiles.

                                                        [1] English V1-Interrogative (Appendix A [1], from Sudo 2013:284).

                                                        PPQ: ⟨{+, %}, {+, −, %}⟩ IN-NPQ: ⟨{−}, {+}⟩ ON-NPQ: ⟨{−, %}, {+}⟩

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                                                          [2] Japanese ∅-Interrogative (Appendix A [2], from Sudo 2013:285).

                                                          PPQ: ⟨{%}, {+, −, %}⟩ IN-NPQ: ⟨{−}, {+, −, %}⟩ ON-NPQ: ⟨{+, %}, {+}⟩

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                                                            [3] Japanese no-Interrogative (Appendix A [3], = ex. (4), from Sudo 2013:288).

                                                            PPQ: ⟨{+}, {+, −, %}⟩ IN-NPQ: ⟨{−}, {+}⟩ ON-NPQ: ⟨{+, −, %}, {+}⟩

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                                                              [4] Japanese desho-Interrogative (Appendix A [4], = ex. (23), from Sudo 2013:290).

                                                              PPQ: ⟨{+, −, %}, {+}⟩ IN-NPQ: ⟨{+, −, %}, {−}⟩ ON-NPQ: ⟨{−, %}, {−}⟩

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                                                                [5] Hungarian ∧-Interrogative (Appendix A [5], from Gyuris 2017: Section 4).

                                                                PPQ: ⟨{+, %}, {+, −, %}⟩ IN-NPQ: ⟨{−}, {+}⟩ ON-NPQ: ⟨{−, %}, {+}⟩

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                                                                  [6] Hungarian e-Interrogative (Appendix A [6], = ex. (10), from Gyuris 2017: Section 4). IN-NPQ is not expressible.

                                                                  PPQ: ⟨{%}, {+, −, %}⟩ ON-NPQ: ⟨{%}, {+}⟩

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                                                                        Hungarian ∧-Interrogative has the same bias profile as English V1 (Appendix A: [5] = [1]).

                                                                        Japanese ∅-Interrogative violates PPQ ≠ NPQ: PPQ^ep = IN-NPQ^ep = {+,−,%}. Under the AND interpretation (both ev and ep must differ), identical epistemic values suffice to violate the constraint.

                                                                        Japanese ∅-Interrogative satisfies Static Complementarity: all ev cells ∈ {{+,%},{%,−},{%},{−}} and all ep cells ∈ {{+},{+,−,%}}. Despite violating PPQ ≠ NPQ, its profile is within the 512-profile SC-permissible space.

                                                                        Japanese no-Interrogative violates Distributive Markedness: |PPQ^ev| = 1 < |ON-NPQ^ev| = 3. This is a known counterexample noted by §2.3.

                                                                        Japanese no-Interrogative violates Static Complementarity: ON-NPQ^ev = {+,−,%} which is not in the static complementarity set of evidential options.

                                                                        Japanese desho-Interrogative violates Avoid Disagreement: IN-NPQ^ev contains + and PPQ^ev contains −.

                                                                        Japanese desho-Interrogative violates Narrow Epistemic Choice: IN-NPQ^ep and ON-NPQ^ep select {−}, which is neither {+} nor {+,%,−}.

                                                                        Japanese desho-Interrogative violates PPQ ≠ NPQ: PPQ^ev = IN-NPQ^ev = {+,−,%}.

                                                                        Japanese desho-Interrogative violates Static Complementarity (via narrowEpistemic failure).

                                                                        English V1 violates Avoid Disagreement: PPQ^ep = {+,−,%} contains −, and IN-NPQ^ep = {+} contains +. This exemplifies the systematic incompatibility between Narrow Epistemic Choice and Polarity Match for epistemic cells (§3.1.2).

                                                                        English V1 violates Don't Rule Out Agreement: IN-NPQ^ep = {+} does not contain −. Again, the epistemic dimension conflicts with NEC-derived empirical patterns (§3.1.2).

                                                                        Map G&G's evidential bias choice to Romero/BiasedPQ ContextualEvidence compatibility. A bias choice lists which evidence types are felicitous.

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                                                                          Hungarian e-Interrogative has evidential "anti-bias" {%^ev} for PPQ: requiring neutral evidence only. This is the key counterexample to PPQ ≠ NPQ noted by §2.2.

                                                                          This contrasts with standard PPQs which admit positive evidence.

                                                                          Czech bias profile in G&G format, derived from @cite{simik-2024} Table 2 via czechBiasProfile.

                                                                          Czech V1-Interrogative (InterPPQ/InterNPQ as PPQ/ON-NPQ):

                                                                          • InterPPQ = PPQ: ev={%}, ep={+,%}
                                                                          • DeclNPQ = IN-NPQ: ev={−}, ep={+,%}
                                                                          • InterNPQ = ON-NPQ: ev={+,%,−}, ep={+,%}
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                                                                            Czech PPQ (InterPPQ) admits only neutral evidence — narrower than English V1 PPQ. Czech InterPPQ is the default unbiased PQ, felicitous only when there is no compelling evidence either way.

                                                                            Czech ON-NPQ (InterNPQ) has broader evidential distribution than English — it admits +, %, and − evidence, reflecting FALSUM^CZ's weaker requirements (@cite{simik-2024} §5).

                                                                            Czech ON-NPQ (InterNPQ) epistemic bias admits + and % (speaker believes p or is neutral). Unlike English HiNQ which requires bias for p, Czech InterNPQ is also felicitous in explanation-seeking contexts (neutral epistemic bias, @cite{simik-2024} §5.2).

                                                                            Czech V1 profile violates PPQ ≠ NPQ: PPQ^ep = IN-NPQ^ep = {+,%}. Czech InterPPQ and DeclNPQ share the same epistemic bias distribution, reflecting that both forms are felicitous when the speaker either believes p or is neutral.

                                                                            Czech ON-NPQ evidential {+,%,−} violates Static Complementarity — this is expected because Czech FALSUM^CZ has broader distribution than English FALSUM, allowing all evidence types. The G&G framework was designed for English/Japanese/Hungarian where ON-NPQ evidence is narrower.

                                                                            The key Czech vs English difference: Czech ON-NPQ admits positive evidence while English ON-NPQ does not. This is the empirical core of @cite{simik-2024}'s FALSUM^CZ proposal.

                                                                            Czech InterPPQ shares the "anti-bias" evidential pattern {%^ev} with Hungarian e-interrogatives — both require neutral evidence only. This parallel is striking given that Czech InterPPQ and Hungarian e-PPQ serve different functions: Czech InterPPQ is the default unbiased PQ, while Hungarian e-PPQ carries positive epistemic bias.