Documentation

Linglib.Phenomena.Agreement.Studies.Keine2020

Probes and Their Horizons @cite{keine-2020} #

Probes and Their Horizons. MIT Press, LI Monograph 81.

Summary #

@cite{keine-2020} is the monograph expansion of @cite{keine-2019}. It develops a comprehensive theory of selective opacity — where the same domain is opaque to some operations but transparent to others — based on probe-specific horizons and bilateral labeling.

Core Contributions Formalized #

  1. Bilateral labeling (ch. 3): within an extended projection, both head and complement project labels. CP's label is [C, T, v, V]. A probe's search terminates when the horizon category appears in the label. This derives Upward Entailment as an emergent property.

  2. Language-parameterized probes: Hindi, English, German, Itelmen, and Tsez have different probe–horizon pairings (LanguageProbeConfig).

  3. NmlzP ≱ CP (ch. 2): Hindi has four clause sizes (vP, TP, NmlzP, CP) that are NOT linearly ordered — NmlzP is opaque to Ā but transparent to wh, while CP is the reverse.

  4. ForceP (ch. 4): German V2 clauses are structurally larger than V-final CPs — they project ForceP.

  5. vP is not a phase (ch. 5): φ-Agree crosses unboundedly many vPs but not CPs; selective opacity creates intractable problems for vP phases; previous arguments can be reanalyzed.

  6. Default horizon (307): for probe [F] on X⁰, default horizon = X.

  7. Horizons + phases coexist (ch. 4): horizons determine selective opacity (probe-specific); CP phases impose absolute opacity (all operations). These are orthogonal constraints.

  8. Vacuous probes (§3.5, (274)–(278)): a probe whose sister's bilateral label contains the horizon category is vacuous — its search terminates at the sister, leaving no searchable domain.

  9. Height-Locality Theorem ((279)): location→horizon and horizon→location constraints emerge from bilateral labeling + vacuity filtering.

  10. Ban on Improper Movement (§3.4.1–3.4.2): Ā-movement cannot feed A-movement — derived from horizons, not stipulated.

  11. A-movement–Agreement Generalization ((231)): A-extraction forces obligatory LDA — A-probes and φ-probes share horizons in Hindi.

  12. Movement–agreement mismatches (§3.4.5): Itelmen and Tsez show that φ-agreement and A-movement can have different horizons in opposite directions, via @cite{bobaljik-wurmbrand-2005} and @cite{polinsky-potsdam-2001}.

  13. Smuggling constraints (§3.4.3, (248)–(259)): A-movement out of Ā-moved constituents is blocked by horizons (CP encapsulates); Ā-movement out of A-moved constituents is not blocked.

  14. Crosslinguistic A-movement typology (§3.6, (300)): three attested settings (Lubukusu ⊣ ∅, English ⊣ C, Hindi ⊣ T) form an entailment chain.

  15. Phase–horizon orthogonality (ch. 4): phases provide absolute opacity (Spell-Out), horizons provide selective opacity (search termination). These are orthogonal constraints.

Architecture #

This file imports Probe.lean (for ProbeProfile, LanguageProbeConfig, transparentToLabel) and ClauseSpine.lean (for clause spines with bilateral labels). It verifies the book's predictions as theorems.

Hindi 4×4 Transparency Table #

OperationvPTPNmlzPCP
φ-agreement***
A-movement***
wh-licensing*
Ā-movement*

The key discovery: NmlzP and CP are NOT linearly ordered. NmlzP blocks Ā but not wh; CP blocks wh but not Ā.

NmlzP and CP are incomparable: each is opaque to one probe but transparent to the other. This cannot be captured by a linear fValue ordering — it requires bilateral labeling.

NmlzP and CP have the same number of projected heads — their difference is qualitative (which heads), not quantitative (how many).

The bilateral labels of NmlzP and CP differ precisely in their topmost head: Nmlz vs C.

German 4×4 Transparency Table #

OperationvPTPCP (V-final)ForceP (V2)
scrambling***
relativization**
wh-movement*
topicalization

English hyperraising blocked: A-probe (T⁰, ⊣ C) cannot search into CP.

English wh-extraction OK: wh-probe (C⁰, ⊣ ∅) has no horizon.

Generalization (21): A-extraction renders clause transparent for LDA. A-movement and φ-agreement share the same probe settings in Hindi: both on T⁰ with horizon T.

Generalization (23): finite clauses (CP) are opaque to A-movement and φ-agreement but transparent to Ā-movement.

Hindi φ and A probes use the default horizon: probe on T⁰ with horizon T (= its own head).

German scrambling probe uses the default horizon: probe on T⁰ with horizon T.

def Keine2020.hindiProfile (p : Minimalist.ProbeProfile) :
Bool × Bool × Bool × Bool

Hindi exhibits four distinct locality types — one per operation. Using bilateral labeling, each probe produces a unique 4-tuple of transparency values across (vP, TP, NmlzP, CP).

Equations
  • One or more equations did not get rendered due to their size.
Instances For

    Under bilateral labeling, the specific horizon category matters. Hindi wh (horizon C) and Ā (horizon Nmlz) are both on C⁰ but have different transparency profiles — proving that the A/Ā distinction is not strictly derived from probe height.

    Vacuous probes: bilateral-labeling-derived #

    A probe is vacuous when its sister's bilateral label already contains the horizon category — the probe's search terminates at the sister, leaving no domain to search. Vacuous probes are undetectable: they cannot trigger movement or agreement.

    Example: a probe on C⁰ with horizon T is vacuous, because the sister of C⁰ is TP, whose label [V, Appl, v, Voice, T] contains T.

    theorem Keine2020.vacuous_C_with_T :
    { probeHead := Minimalist.Cat.C, horizon := some Minimalist.Cat.T }.isVacuous = true

    Standard vacuous examples: C⁰ ⊣ T, C⁰ ⊣ v, C⁰ ⊣ V are all vacuous.

    theorem Keine2020.vacuous_C_with_v :
    { probeHead := Minimalist.Cat.C, horizon := some Minimalist.Cat.v }.isVacuous = true
    theorem Keine2020.vacuous_C_with_V :
    { probeHead := Minimalist.Cat.C, horizon := some Minimalist.Cat.V }.isVacuous = true

    Hindi Ā (C⁰ ⊣ Nmlz) is NOT vacuous: Nmlz is not in TP's label.

    All Hindi probes are nonvacuous — each produces observable effects.

    HLT: Location→Horizon and Horizon→Location constraints #

    The HLT emerges from bilateral labeling + vacuity. Only nonvacuous probe–horizon pairings produce observable dependencies:

    (279a) A probe on C⁰ cannot have T, v, or V as horizon (vacuous). It CAN have C, Nmlz, or Force.

    (279b) A probe with horizon T cannot be on C⁰ or Force⁰ (vacuous). It can be on T⁰ (default horizon).

    theorem Keine2020.hindi_hlt_C_probes :
    Keine2020.hindiCfg✝.wh.isVacuous = false Keine2020.hindiCfg✝.ābar.isVacuous = false { probeHead := Minimalist.Cat.C, horizon := some Minimalist.Cat.T }.isVacuous = true { probeHead := Minimalist.Cat.C, horizon := some Minimalist.Cat.v }.isVacuous = true

    HLT (279a) for Hindi: the attested probes on C⁰ (wh ⊣ C, Ā ⊣ Nmlz) are exactly the nonvacuous options.

    theorem Keine2020.hindi_hlt_T_horizon :
    Keine2020.hindiCfg✝.phi.isVacuous = false { probeHead := Minimalist.Cat.C, horizon := some Minimalist.Cat.T }.isVacuous = true { probeHead := Minimalist.Cat.Force, horizon := some Minimalist.Cat.T }.isVacuous = true

    HLT (279b) for Hindi: φ and A probes use T⁰ ⊣ T (nonvacuous), but ⊣ T on C⁰ or Force⁰ would be vacuous.

    BIM: Ā cannot feed A #

    Ā-movement places DP in [Spec,CP], creating a CP. A-probes have horizons that make CP opaque. Therefore the A-probe cannot reach an Ā-moved element — improper movement is blocked.

    Conversely, A-movement feeds Ā-movement freely: Ā-probes can search into CP (Hindi Ā: C⁰ ⊣ Nmlz, CP lacks Nmlz).

    BIM premise: CPs are opaque to A-probes in all three languages.

    Proper movement (A feeds Ā) is permitted: Ā-probes can enter CP.

    (231): A-extraction forces obligatory LDA #

    If A-movement of any element out of an embedded clause has taken place, that clause is obligatorily transparent for LDA. This is derived from horizons: A-movement and φ-agreement share the same probe settings in Hindi (both T⁰ ⊣ T), so anything transparent to one is transparent to the other. Ā-movement has a DIFFERENT horizon (C⁰ ⊣ Nmlz), so Ā-extraction does not force agreement.

    A-probes and φ-probes are identical in Hindi — same head, same horizon.

    CP transparent to Ā (C⁰ ⊣ Nmlz) but opaque to φ (T⁰ ⊣ T): Ā-extraction does not force agreement.

    English has three probes, including extraposition #

    English extraposition ([extr] on T⁰ ⊣ T) is more local than A-movement (T⁰ ⊣ C): it cannot cross even TP boundaries.

    Itelmen and Tsez: φ-agreement ≠ A-movement #

    @cite{keine-2020} §3.4.5 discusses languages where φ-agreement and A-movement have different locality — the A-movement–Agreement Generalization ((231)) is Hindi-specific, not universal.

    The two languages show opposite mismatch directions:

    This demonstrates that there is no inherent directionality to movement–agreement mismatches.

    Itelmen (269): A-movement can probe into TP, φ-agreement cannot. Movement is more permissive than agreement.

    Tsez (271): φ can probe into TP, A-movement cannot. Agreement is more permissive than movement — the inverse of Itelmen.

    In Hindi, by contrast, φ and A-movement are IDENTICAL — no mismatch.

    Itelmen and Tsez have opposite mismatch directions: in Itelmen movement is more permissive, in Tsez agreement is more permissive. Their configs are genuinely different.

    Smuggling: selective opacity in nonidentity movement #

    @cite{keine-2020} §3.4.3 shows that smuggling derivations (where XP is Ā-moved to [Spec,CP], then YP is A-subextracted from XP) exhibit selective-opacity effects. The horizon account derives these without any special constraint on movement sequences:

    1. A-movement out of Ā-moved constituent: BLOCKED. Ā-movement creates a CP structure around the moved constituent. The A-probe has C (or T) as its horizon, so CP is opaque. Example: *Oscar is known [CP how likely [to win]] it was tᴬ tᴬ̄

    2. Ā-movement out of A-moved constituent: OK. A-movement does not create an opaque boundary for the Ā-probe. Example: Which movie do you think [the first part of tᴬ̄] is likely tᴬ to create a scandal?

    The key insight is that these constraints are domain-based (the CP created by Ā-movement is opaque to the A-probe), not item-based (no reference to the movement history of the DP).

    Smuggling: Ā-movement creates CP, which blocks the A-probe. In all three languages, A-probes cannot search into CP — this is exactly the BIM premise, which also derives smuggling restrictions.

    Smuggling: A-movement does NOT create an opaque boundary for Ā-probes. The Ā-probe can still search into the domain because TP (the landing site of A-movement) does not contain the Ā-probe's horizon.

    Three attested A-movement horizons #

    @cite{keine-2020} §3.6, (300) identifies three crosslinguistically attested A-movement probe settings:

    LanguageHorizonHyperraising?
    Lubukusu⊣ ∅Yes (finite)
    English⊣ CNo (CP blocks)
    Hindi/Russian⊣ TNo (TP blocks)

    These form an entailment chain: anything transparent to Hindi's A-probe is transparent to English's, and anything transparent to English's is transparent to Lubukusu's.

    Horizons and CP phases coexist #

    @cite{keine-2020} ch. 4 argues that horizons and CP phases are orthogonal constraints on syntactic locality:

    The division of labor:

    Phase-horizon division of labor for English:

    • Phases allow Ā-extraction via successive cyclicity ([Spec,CP] is accessible to Ā-probe)
    • Horizons block A-extraction even from [Spec,CP] (CP contains C, which is [A]'s horizon)