Documentation

Linglib.Phenomena.Politeness.Studies.Wang2023

Wang (Ruoan) 2023: Honorifics without [HON] #

@cite{wang-r-2023}

Wang, R. (2023). Honorifics without [HON]. Natural Language & Linguistic Theory, 41(4), 1287--1347.

Core Insight #

The cross-linguistic pattern of honorific pronoun recruitment — only PL, 3rd, INDEF are recruited; never SG, 1st/2nd, DEF — falls out from the interaction of phi-feature presuppositions (@cite{sauerland-2003}, @cite{harbour-2016}) with a pragmatic maxim called the Taboo of Directness (ToD).

Key Result #

ToD reverses Maximize Presupposition (@cite{heim-1991}): where MP! prefers the strongest available presupposition (= most marked form), ToD prefers the weakest (= least marked = semantically unmarked). The semantically unmarked values — plural, 3rd person, indefinite — are precisely those at PrivativePair.minimal (specLevel 0), with vacuous presuppositions.

No dedicated [HON] feature is needed. The attested patterns are derived from the same PrivativePair structure that governs ordinary phi-feature semantics, plus a single pragmatic constraint (ToD).

Architecture #

This file connects three layers:

Sections #

  1. Typological data: the three attested honorific strategies
  2. ToD and MP! as OT constraints (derived from presupStrength)
  3. Binary case: ToD >> MP! derives unmarked recruitment
  4. Ternary case: Strong/Weak ToD for articulated number systems
  5. [iHON] eliminability — bridge to @cite{alok-bhalla-2026}
  6. Bridges to Honorifics.lean and phi-feature denotations
  7. General structural theorem: ToD >> MP! selects unmarked for ANY candidate set
  8. HonLevel ↔ PrivativePair bridge — PhiFeatures HonLevel instance

§1: Typological Data #

Three honorific strategies are attested cross-linguistically — each recruits the semantically unmarked value of a phi-feature domain:

DomainStrategyUnmarked valueExamples
NumberPlural pronounPL (specLevel 0)French, Slovenian
Person3rd person3rd (specLevel 0)Ainu, Malay
DefinitenessIndefiniteINDEF (specLevel 0)Ainu (DP strategy)

No language recruits a semantically marked value (SG, 1st/2nd, DEF) for honorification. @cite{wang-r-2023} derives this from the ToD.

The three attested honorific recruitment strategies. Each targets a different phi-feature domain but always recruits the minimal cell (specLevel 0) within that domain.

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      Map each strategy to the PrivativePair cell that is recruited. The key empirical generalization: all three strategies map to the same cell — .minimal (specLevel 0).

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        All attested strategies recruit the minimal (unmarked) cell. This is the empirical generalization that the ToD analysis derives.

        Corollary: all attested strategies recruit a semantically unmarked value. Follows from all_strategies_use_minimal + minimal_is_unmarked.

        A language's honorific profile: which strategies it uses.

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          def Wang2023.instReprHonProfile.repr :
          HonProfileStd.Format
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                    Every language in the typological data uses only unmarked strategies.

                    §2: Taboo of Directness (ToD) and Maximize Presupposition (MP!) #

                    ToD: In respect contexts, avoid the form with the strongest presupposition. Violation count = presupStrength (= specLevel).

                    MP!: Use the form with the strongest satisfied presupposition. Violation count = max presupStrength − presupStrength.

                    ToD and MP! are antagonistic: for any two distinct well-formed cells, they prefer opposite directions. This is the structural heart of @cite{wang-r-2023}'s analysis.

                    The constraints are defined in terms of presupStrength from Theories.Semantics.Presupposition.PhiFeatures, not reimplemented — ToD IS the presuppositional strength ordering.

                    ToD constraint: penalizes presuppositional strength. Defined as presupStrength — ToD literally IS the strength ordering from PhiFeatures, applied as an OT penalty.

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                      MP! constraint: penalizes failure to maximize presupposition. Violation count = maxSpecLevel − presupStrength. PrivativePair.spec_maximal proves maxSpecLevel = 2.

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                        ToD prefers exactly the presuppositionally weaker cell. This is the bridge between OT evaluation and the presupWeakerThan ordering from PhiFeatures: fewer ToD violations ↔ weaker presupposition.

                        theorem Wang2023.tod_reverses_mp (c₁ c₂ : Features.PrivativePair) (hw₁ : c₁.wellFormed = true) (hw₂ : c₂.wellFormed = true) :

                        ToD and MP! impose opposite orderings on well-formed cells: ToD prefers c₁ iff MP! prefers c₂.

                        ToD prefers the minimal (unmarked) cell: it has 0 violations.

                        MP! prefers the maximal (most marked) cell: it has 0 violations.

                        mpConstraint is an instance of the general phiMP from MaximizePresupposition: same eval function, same name, same family. This connects Wang2023's domain-specific MP! to the general theory.

                        todConstraint.eval equals markednessPenalty presupStrength.eval. ToD is an instance of the general markedness penalty from MaximizePresupposition.

                        theorem Wang2023.tod_reverses_mp_from_general (c₁ c₂ : Features.PrivativePair) (hw₁ : c₁.wellFormed = true) (hw₂ : c₂.wellFormed = true) :

                        tod_reverses_mp is a corollary of the general mp_reverses_markedness theorem from MaximizePresupposition.

                        §3: Binary Phi-Feature Domains #

                        For binary phi-feature contrasts (SG/PL, 1st/3rd, DEF/INDEF), the candidate set is {maximal, minimal}. Under ToD >> MP!, the optimal candidate is the minimal (unmarked) cell — deriving the universal recruitment of unmarked values for honorification.

                        Core prediction: ToD >> MP! selects the minimal (unmarked) cell. Respect contexts recruit the semantically unmarked value.

                        This is the central theorem: the recruitment generalization (all_strategies_use_minimal) is DERIVED, not stipulated. It follows from the interaction of two independently motivated constraints (ToD from politeness, MP! from presupposition theory) evaluated over the PrivativePair structure from @cite{harbour-2016}.

                        Converse: MP! >> ToD selects the maximal (marked) cell. Non-respect speech uses the strongest presupposition. This is the standard Maximize Presupposition from @cite{heim-1991}.

                        Factorial typology: the binary ToD/MP! system predicts exactly 2 language types — honorific (unmarked) vs normal (marked).

                        §4: Articulated Number (SG/DU/PL) #

                        Languages with a three-way number distinction (singular/dual/plural) require two ToD strengths:

                        The factorial typology over {SToD, WToD, MP!} with candidates {maximal, intermediate, minimal} derives exactly 3 patterns:

                        RankingOptimalInterpretation
                        MP! dominantmaximal (SG)Normal speech
                        WToD >> MP! >> SToDintermediate (DU)Moderate respect
                        SToD dominantminimal (PL)Maximal respect (French)

                        Weak ToD: penalizes only the most marked form (specLevel = max). Tolerates intermediate marking, unlike todConstraint which penalizes all marked forms proportionally.

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                          SToD has the same eval function as todConstraint: both penalize by presupStrength. The ternary case uses todConstraint directly rather than defining a separate stodConstraint.

                          WToD >> MP! >> SToD selects the intermediate (dual) cell. Moderate respect in articulated number systems.

                          SToD >> MP! >> WToD selects the minimal (plural) cell. Maximal respect (French/Slovenian-type pattern).

                          Factorial typology: {SToD (= todConstraint), WToD, MP!} with 3 candidates predicts exactly 3 language types.

                          No unattested ternary pattern: every constraint permutation selects one of the three canonical cells.

                          §5: [iHON] is Redundant #

                          @cite{alok-bhalla-2026} posits a dedicated [iHON] feature in the syntax (formalized in Minimalist.Features.HonLevel). @cite{wang-r-2023} argues this is unnecessary: the honorific recruitment pattern falls out from phiPresup + ToD, without any feature beyond standard phi-features.

                          The key argument: [iHON] + impoverishment rules must stipulate which phi-values are recruited (always the unmarked one). ToD + phi-feature presuppositions derive this — the unmarked value wins because it has the weakest presupposition, and ToD selects the weakest.

                          Note: @cite{alok-bhalla-2026}'s analysis of allocutive Agree (probe locus, embeddability) is orthogonal — [iHON] may play a role in the agreement mechanism even if it is unnecessary for recruitment.

                          The phi-feature presuppositional framework + ToD derives all attested recruitment patterns without [iHON]:

                          1. ToD >> MP! selects the minimal cell
                          2. The minimal cell is semantically unmarked
                          3. All attested strategies target the minimal cell

                          §6: Bridges #

                          Per-domain bridges #

                          Each recruitment strategy targets a specific phi-feature domain. The recruited cell (.minimal) corresponds to a specific PrProp denotation from PhiFeatures: plSem (number), thirdSem (person), or indefSem (definiteness). All three are phiPresup at the minimal cell, which has a vacuous presupposition — this is WHY ToD selects them.

                          Allocutive data bridges #

                          The allocutive data in Honorifics.lean tracks hasTV (T/V pronoun distinction = plural recruitment) and has3PHon (3rd-person honorifics = person recruitment). Both correspond to the .minimal cell in their respective phi-feature domains.

                          The plural recruitment strategy targets the minimal NUMBER cell, which is plSem — the PrProp with vacuous presupposition. pl_is_minimal_cell (PhiFeatures) proves pluralF maps to .minimal.

                          The 3rd-person strategy targets the minimal PERSON cell, which is thirdSem — the PrProp with vacuous presupposition.

                          Both strategies target cells whose presuppositional denotations are vacuously defined — this is the semantic reason ToD selects them. Proved via unmarked_vacuous_presup from PhiFeatures.

                          The hasTV field in AllocDatum tracks whether a language uses the plural (= minimal number cell) recruitment strategy. All 9 allocutive languages have T/V. Cross-reference: Honorifics.all_have_tv.

                          Languages with has3PHon = true use the minimal PERSON cell. The languages are: Magahi, Korean, Japanese, Tamil, Hindi, Maithili, Punjabi.

                          Dual-domain languages (hasTV ∧ has3PHon) recruit the minimal cell independently in both the number and person domains.

                          §7: General Structural Theorem #

                          The binary-case theorem (tod_mp_selects_minimal) uses native_decide over a fixed 2-element candidate set. Here we prove the general result: for ANY non-empty set of well-formed PrivativePair candidates that includes .minimal, ToD >> MP! selects .minimal as the unique winner.

                          This is the structural backbone of @cite{wang-r-2023}'s analysis: the recruitment of unmarked values is not an accident of the binary case — it holds for arbitrary candidate sets. The proof is purely algebraic:

                          1. optimal_zero_first: if any candidate has 0 violations on the top constraint, all optimal candidates must too
                          2. The only well-formed cell with presupStrength = 0 is .minimal
                          3. .minimal's profile [0, maxSpec] lexicographically dominates all other profiles
                          theorem Wang2023.tod_mp_only_minimal (candidates : List Features.PrivativePair) (hWF : ccandidates, c.wellFormed = true) (hMin : Features.PrivativePair.minimal candidates) (hNE : candidates []) (c : Features.PrivativePair) :

                          Every optimal candidate under ToD >> MP! is .minimal. The proof: optimal_zero_first gives todConstraint.eval c = 0, i.e. presupStrength c = 0. A case split on PrivativePair's fields shows .minimal is the only well-formed cell with specLevel 0.

                          .minimal is in the optimal set: its profile [0, maxSpec] is lexicographically ≤ every profile [k, maxSpec - k] for k : Nat.

                          theorem Wang2023.tod_mp_general (candidates : List Features.PrivativePair) (hWF : ccandidates, c.wellFormed = true) (hMin : Features.PrivativePair.minimal candidates) (hNE : candidates []) :

                          General ToD >> MP! Theorem: for any set of well-formed candidates containing .minimal, the optimal set under ToD >> MP! is exactly {.minimal}. This is the strongest formulation of @cite{wang-r-2023}'s core result — the recruitment of semantically unmarked values is a necessary consequence of presuppositional competition under ToD dominance, regardless of candidate set size or composition.

                          §8: HonLevel ↔ PrivativePair Bridge #

                          @cite{alok-bhalla-2026}'s HonLevel (nh/h/hh) is isomorphic to PrivativePair (minimal/intermediate/maximal). This PhiFeatures instance makes the correspondence structural: HonLevel inherits specLevel, wellFormed, no_four_way, and all presuppositional machinery from PrivativePair by construction.

                          The mapping:

                          This makes ihon_redundant_for_recruitment structurally precise: HonLevel values are literally PrivativePair cells, so the tod_mp_general result from §7 applies directly to HonLevel candidates.

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                          All HonLevel values are well-formed as PrivativePair cells.

                          The HonLevel → specLevel map is injective: distinct levels have distinct specification levels. This means the 3-way honorific distinction saturates the PrivativePair structure — no finer distinctions are possible.

                          HonLevel is fully discriminatory: distinct levels ↔ distinct specLevels. The forward direction (≠ → specLevel ≠) is the contrapositive of injectivity; the reverse (specLevel ≠ → ≠) is trivial.

                          Structural [iHON] eliminability. The PhiFeatures HonLevel instance means tod_mp_general applies directly to HonLevel candidates (via toPair): ToD >> MP! selects nh (= .minimal) as the unique winner whenever nh is among the candidates.

                          Combined with ihon_redundant_for_recruitment, this shows [iHON] is not just empirically redundant but structurally so: HonLevel IS PrivativePair, and PrivativePair + ToD already determines the recruitment pattern.