Documentation

Linglib.Studies.KalinBjorkmanEtAl2026

Paradigm Function Morphology ([Stu01]) — a lexicalist, parallel, process-based, realizational theory used by K-B 2026 §2.2 as one of the four positions in the theory space.

  • features : List Feature
Instances For
    def Morphology.PFM.instDecidableEqMorphPropertySet.decEq {Feature✝ : Type} [DecidableEq Feature✝] (x✝ x✝¹ : MorphPropertySet Feature✝) :
    Decidable (x✝ = x✝¹)
    Equations
    Instances For
      def Morphology.PFM.instReprMorphPropertySet.repr {Feature✝ : Type} [Repr Feature✝] :
      MorphPropertySet Feature✝Std.Format
      Equations
      • One or more equations did not get rendered due to their size.
      Instances For
        @[instance_reducible]
        instance Morphology.PFM.instReprMorphPropertySet {Feature✝ : Type} [Repr Feature✝] :
        Repr (MorphPropertySet Feature✝)
        Equations
        def Morphology.PFM.instBEqMorphPropertySet.beq {Feature✝ : Type} [BEq Feature✝] :
        MorphPropertySet Feature✝MorphPropertySet Feature✝Bool
        Equations
        Instances For
          @[instance_reducible]
          instance Morphology.PFM.instBEqMorphPropertySet {Feature✝ : Type} [BEq Feature✝] :
          BEq (MorphPropertySet Feature✝)
          Equations
          • name : String
          • category : String
          • stem : String
          Instances For
            def Morphology.PFM.instDecidableEqLexeme.decEq (x✝ x✝¹ : Lexeme) :
            Decidable (x✝ = x✝¹)
            Equations
            • One or more equations did not get rendered due to their size.
            Instances For
              def Morphology.PFM.instReprLexeme.repr :
              LexemeStd.Format
              Equations
              • One or more equations did not get rendered due to their size.
              Instances For
                • context : List Feature
                • category : String
                • realize : StringString
                • specificity :
                Instances For
                  def Morphology.PFM.RealizationRule.matches {Feature : Type} [BEq Feature] (rr : RealizationRule Feature) (σ : MorphPropertySet Feature) (lex : Lexeme) :
                  Bool
                  Equations
                  Instances For
                    structure Morphology.PFM.RuleBlock (Feature : Type) :
                    Instances For
                      def Morphology.PFM.RuleBlock.apply {Feature : Type} [BEq Feature] (block : RuleBlock Feature) (σ : MorphPropertySet Feature) (lex : Lexeme) (stem : String) :
                      Option String
                      Equations
                      • One or more equations did not get rendered due to their size.
                      Instances For
                        Instances For
                          def Morphology.PFM.ParadigmFunction.apply {Feature : Type} [BEq Feature] (pf : ParadigmFunction Feature) (σ : MorphPropertySet Feature) (lex : Lexeme) :
                          String
                          Equations
                          Instances For
                            structure Morphology.PFM.RuleOfReferral (Feature : Type) :
                            Instances For
                              def Morphology.PFM.RuleOfReferral.apply {Feature : Type} [BEq Feature] (ref : RuleOfReferral Feature) (pf : ParadigmFunction Feature) (σ : MorphPropertySet Feature) (lex : Lexeme) :
                              Option String
                              Equations
                              Instances For
                                def Morphology.PFM.derive {Feature : Type} [BEq Feature] (pf : ParadigmFunction Feature) (referrals : List (RuleOfReferral Feature)) (σ : MorphPropertySet Feature) (lex : Lexeme) :
                                String
                                Equations
                                Instances For
                                  theorem Morphology.PFM.ParadigmFunction.apply_eq_linkage_realize {Feature : Type} [BEq Feature] (pf : ParadigmFunction Feature) (lex : Lexeme) (σ : MorphPropertySet Feature) :
                                  Finset.image Prod.fst ((Linkage.canonical id).realize (fun (l : Lexeme) (τ : MorphPropertySet Feature) => pf.apply τ l) lex σ) = {pf.apply σ lex}

                                  PFM's paradigm function is the word form of the [Stu16] realized paradigm under the canonical linkage: taking each lexeme as its own single stem and the identity property mapping, PF(⟨lex, σ⟩) = PF(Corr(⟨lex, σ⟩)) recovers pf.apply σ lex. PFM's realization is thus the mismatch-free case — deponency or heteroclisis would require a non-identity pm or multiple stems (Morphology/Paradigm/Linkage.lean, Studies/Stump2016.lean).

                                  The linkage PFM instantiates is canonical ([Stu16] §7.1): identity property mapping and one stem per lexeme.

                                  [KBC+26] (§3.2) argue that solving the wordhood problem requires distinguishing at minimum two notions of "word":

                                  Crossing ms-boundedness (bound vs free) with p-boundedness yields a four-way typology of morpheme attachment (Table 3).

                                  Morphosyntactic boundedness. [KBC+26] §3.2.1.

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

                                      Phonological/prosodic boundedness. [KBC+26] §3.2.2.

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

                                          A morpheme's wordhood profile. [KBC+26] Table 3.

                                          Instances For
                                            def Morphology.Wordhood.instDecidableEqWordhoodProfile.decEq (x✝ x✝¹ : WordhoodProfile) :
                                            Decidable (x✝ = x✝¹)
                                            Equations
                                            Instances For
                                              Equations
                                              • One or more equations did not get rendered due to their size.
                                              Instances For

                                                The four-way classification of morpheme attachment. [KBC+26] §3.2.3.

                                                • canonicalWord : WordhoodClass

                                                  ms-free, p-free: an independent word by both criteria.

                                                • simpleClitic : WordhoodClass

                                                  ms-free, p-bound: syntactically independent but phonologically dependent. [Zwi77]

                                                • nonCoheringAffix : WordhoodClass

                                                  ms-bound, p-free: morphosyntactically part of a word but phonologically independent.

                                                • canonicalAffix : WordhoodClass

                                                  ms-bound, p-bound: part of a word by both criteria.

                                                Instances For
                                                  @[instance_reducible]
                                                  Equations
                                                  Equations
                                                  • One or more equations did not get rendered due to their size.
                                                  Instances For
                                                    theorem Morphology.Wordhood.classify_injective (w₁ w₂ : WordhoodProfile) (h : w₁.classify = w₂.classify) :
                                                    w₁ = w₂

                                                    The four classes are mutually exclusive.

                                                    Connects two independent formalizations:

                                                    The bridge: ZP's criteria diagnose ms-boundedness. The p-boundedness dimension is orthogonal (determined by prosodic diagnostics).

                                                    Construct a wordhood profile from MorphStatus + prosodic boundedness.

                                                    Equations
                                                    Instances For

                                                      Map Word membership to p-boundedness.

                                                      Equations
                                                      Instances For

                                                        [KBC+26]: The Morphology/Syntax Interface #

                                                        [KBC+26]

                                                        This study file verifies the core contributions of [KBC+26]'s Elements in Generative Syntax survey against Linglib's independent formalizations of DM, PFM, Nanosyntax, and the Wordhood typology.

                                                        Structure #

                                                        Whether the Morphology is a dedicated component separate from the Syntax (lexicalist) or uses the same computational system (non-lexicalist). [KBC+26] §2.1.1.

                                                        • lexicalist : Lexicalism

                                                          Morphology is a separate component; the Lexical Integrity Hypothesis holds (syntax cannot manipulate sub-word pieces).

                                                        • nonLexicalist : Lexicalism

                                                          Morphological and syntactic computation operate with the same kinds of principles and processes.

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

                                                            The relative ordering of morphological and syntactic computation. [KBC+26] §2.1.2.

                                                            Lexicalist theories use preSyntactic or parallel architectures. Non-lexicalist theories use syntactic or postSyntactic.

                                                            • preSyntactic : Architecture

                                                              Morphology feeds the Syntax (input to syntactic computation). Lexicalist.

                                                            • parallel : Architecture

                                                              Morphology and Syntax run independently, mapping to each other. Lexicalist.

                                                            • syntactic : Architecture

                                                              Morphology is the Syntax (no separate morphological component). Non-lexicalist.

                                                            • postSyntactic : Architecture

                                                              Syntax feeds the Morphology (morphology operates on syntactic output). Non-lexicalist.

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

                                                                Whether complex morphological forms result from combining discrete stored pieces (Item-and-Arrangement) or from applying rules to stems (Item-and-Process). [KBC+26] §2.1.3.

                                                                • pieceBased : Exponence

                                                                  Complex words = combination of discrete, independently-stored morphemes. Traditional morphemes are primitive.

                                                                • processBased : Exponence

                                                                  Complex words = result of applying (morpho)phonological modifications (processes) to a stem. Morphemes are not primitive; affixation is one possible output of a rule.

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

                                                                    Whether phonological exponents are independent of or unified with the meanings/functions they realize. [KBC+26] §2.1.4.

                                                                    • realizational : Mapping

                                                                      Features/meanings precede or are independent of phonological exponents. Exponents realize already-present features. Late Insertion is the prototypical realizational mechanism.

                                                                    • incremental : Mapping

                                                                      Form and meaning are built up in lockstep. A morpheme is a pairing of form and meaning; adding it adds both simultaneously.

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

                                                                        A position in the four-dimensional theory space. [KBC+26] Table 2.

                                                                        Instances For
                                                                          def KalinBjorkmanEtAl2026.instDecidableEqTheoryPosition.decEq (x✝ x✝¹ : TheoryPosition) :
                                                                          Decidable (x✝ = x✝¹)
                                                                          Equations
                                                                          • One or more equations did not get rendered due to their size.
                                                                          Instances For
                                                                            Equations
                                                                            • One or more equations did not get rendered due to their size.
                                                                            Instances For

                                                                              Distributed Morphology ([HM93]). Non-lexicalist, post-syntactic, piece-based, realizational.

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

                                                                                Paradigm Function Morphology ([Stu01]). Lexicalist, parallel, process-based, realizational.

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

                                                                                  Nanosyntax ([Sta09a]). Non-lexicalist, post-syntactic, piece-based, realizational. Shares DM's position on all four dimensions; differs in the size of spellout (phrasal, not terminal).

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

                                                                                    Morphology as Syntax ([CK23]). Non-lexicalist, syntactic (integrated), piece-based, incremental.

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

                                                                                      A theory position is well-formed if its dimension values respect the structural dependencies identified by [KBC+26]:

                                                                                      • Process-based → lexicalist (syntax is piece-based)
                                                                                      • Syntactic/post-syntactic architecture → non-lexicalist
                                                                                      • Pre-syntactic/parallel architecture → lexicalist
                                                                                      Equations
                                                                                      • One or more equations did not get rendered due to their size.
                                                                                      Instances For

                                                                                        DM and Nanosyntax agree on all four dimensions.

                                                                                        DM and PFM agree only on mapping (both realizational).

                                                                                        DM and MaS agree only on lexicalism and exponence.

                                                                                        theorem KalinBjorkmanEtAl2026.nonLexicalist_processBased_illFormed (a : Architecture) (m : Mapping) :
                                                                                        { lexicalism := Lexicalism.nonLexicalist, architecture := a, exponence := Exponence.processBased, mapping := m }.wellFormed = false

                                                                                        A non-lexicalist, process-based theory is ill-formed: syntax is piece-based, so non-lexicalist morphology (which shares the syntactic computation) must also be piece-based.

                                                                                        theorem KalinBjorkmanEtAl2026.lexicalist_syntactic_illFormed (e : Exponence) (m : Mapping) :
                                                                                        { lexicalism := Lexicalism.lexicalist, architecture := Architecture.syntactic, exponence := e, mapping := m }.wellFormed = false

                                                                                        A lexicalist theory cannot have syntactic architecture (morphology is syntax contradicts morphology being separate).

                                                                                        1a. The four major theories occupy correct positions #

                                                                                        All four theories are well-formed (satisfy structural constraints).

                                                                                        1b. DM and Nanosyntax are indistinguishable on these dimensions #

                                                                                        [KBC+26] §2: DM and Nanosyntax agree on all four dimensions. Their differences (Subset vs Superset Principle, terminal vs phrasal spellout) are mechanism-level, not dimension-level.

                                                                                        DM and Nanosyntax occupy the same position in the theory space. Their differences are in mechanism, not architecture.

                                                                                        1c. Structural impossibilities #

                                                                                        [KBC+26] §2.1: not all 2⁴ = 16 combinations are possible. Process-based theories must be lexicalist (syntax is piece-based).

                                                                                        theorem KalinBjorkmanEtAl2026.no_nonLexicalist_processBased (a : Architecture) (m : Mapping) :
                                                                                        { lexicalism := Lexicalism.nonLexicalist, architecture := a, exponence := Exponence.processBased, mapping := m }.wellFormed = false

                                                                                        No non-lexicalist, process-based theory is well-formed.

                                                                                        theorem KalinBjorkmanEtAl2026.no_lexicalist_syntactic (e : Exponence) (m : Mapping) :
                                                                                        { lexicalism := Lexicalism.lexicalist, architecture := Architecture.syntactic, exponence := e, mapping := m }.wellFormed = false

                                                                                        No lexicalist theory can have syntactic architecture.

                                                                                        1d. Distinguishing features of each theory #

                                                                                        2a. The 2×2 wordhood typology is exhaustive and injective #

                                                                                        Distinct profiles yield distinct classes.

                                                                                        2b. ZP diagnostics determine ms-boundedness #

                                                                                        [KBC+26] §3.2.1: the six criteria from [ZP83] diagnose whether a morpheme is ms-bound. This is formalized in WordhoodBridge.

                                                                                        2c. Word diagnostics determine p-boundedness #

                                                                                        [KBC+26] §3.2.2: prosodic diagnostics (vowel harmony scope, minimal word constraints, hiatus resolution) diagnose p-boundedness. This is formalized via the ProsodicWord bridge.

                                                                                        §4 of [KBC+26] identifies seven descriptive types of form-meaning mapping — the relationships between phonological exponents and morphosyntactic features/functions.

                                                                                        The seven descriptive types of form-meaning mapping. [KBC+26] §4.

                                                                                        • oneToOne : MappingType

                                                                                          One meaning/function ↔ one exponent, invariant. Example: root cat is always \/kæt\/.

                                                                                        • allomorphy : MappingType

                                                                                          One meaning/function → multiple competing exponents (context-sensitive selection). Example: English plural -z, -s, -ɪz, -ən, ∅. §4.1.

                                                                                        • multipleExponence : MappingType

                                                                                          One meaning/function → multiple co-occurring exponents (non-competing, simultaneous expression). Example: Amharic k'al-at-otʃtʃ 'words' (two plural markers). §4.2.

                                                                                        • syncretism : MappingType

                                                                                          Multiple related meanings/functions → one exponent (non-co-occurring contexts share a form). Example: English -ed for past tense and past participle. §4.3.

                                                                                        • portmanteau : MappingType

                                                                                          Multiple co-occurring meanings/functions → one exponent (bundled into a single form). Example: French du = de + le. §4.4.

                                                                                        • morphologicalGap : MappingType

                                                                                          A meaning/function has no corresponding form — the paradigm cell is empty. Example: English stride lacks a standard past participle. §4.5.1.

                                                                                        • emptyMorph : MappingType

                                                                                          A form has no corresponding meaning/function. Example: Romance theme vowels, compound linkers. §4.5.2.

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

                                                                                            3a. The seven descriptive types #

                                                                                            [KBC+26] §4 identifies seven form-meaning mapping types. Any theory of morphology must account for all of them.

                                                                                            4a. *ABA impossibility (Nanosyntax contribution) #

                                                                                            [Cah09]: the fseq-based Superset Principle derives the *ABA constraint. If entry β beats entry α for case Y, β also beats α for all cases below Y on the fseq — Morphology.Containment.isContiguous_spellout in general.

                                                                                            theorem KalinBjorkmanEtAl2026.starABA_verified :
                                                                                            Morphology.Containment.spellout [{ exponent := "A", spans := 0, context := none }, { exponent := "B", spans := 2, context := none }] 0 = some "A" Morphology.Containment.spellout [{ exponent := "A", spans := 0, context := none }, { exponent := "B", spans := 2, context := none }] 1 = some "B" Morphology.Containment.spellout [{ exponent := "A", spans := 0, context := none }, { exponent := "B", spans := 2, context := none }] 2 = some "B" Morphology.IsContiguous (Morphology.Containment.spellout [{ exponent := "A", spans := 0, context := none }, { exponent := "B", spans := 2, context := none }])

                                                                                            An attempted ABA lexicon — "A" sized for the bottom grade, "B" for the top — produces ABB instead: the larger entry also wins the middle grade, and its pattern is contiguous by isContiguous_spellout.

                                                                                            4b. PFM's Paradigm Function architecture #

                                                                                            [Stu01]: PFM is the only major theory that is both process-based and parallel in architecture. This combination is well-formed because process-based requires lexicalism, and parallel is a lexicalist architecture.

                                                                                            PFM's combination of process-based exponence and parallel architecture is well-formed precisely because both are lexicalist.

                                                                                            5. Theory × mapping-type matrix #

                                                                                            [KBC+26] Table 4 captures the culminating insight of the Element: different theories handle form-meaning mapping complexities differently, and simplification in theory trades off against empirical coverage. Each cell records whether a theory handles a mapping type:

                                                                                            Key mechanisms referenced:

                                                                                            How a morphological theory handles a form-meaning mapping type. [KBC+26] Table 4.

                                                                                            • yes : Coverage

                                                                                              Handled natively by the theory's basic mechanisms.

                                                                                            • no : Coverage

                                                                                              Must be reanalyzed as a different phenomenon.

                                                                                            • extra : Coverage

                                                                                              Requires an extra mechanism beyond the basics.

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

                                                                                                The four named theories from [KBC+26].

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

                                                                                                    [KBC+26] Table 4: for each (mapping type, theory) pair, the coverage verdicts across subcases.

                                                                                                    Multiple values indicate different subcases receive different verdicts. For example, DM handles some portmanteaux natively (pre-syntactic feature bundling), must reanalyze others (allomorphy in disguise), and needs Fusion for the rest.

                                                                                                    Equations
                                                                                                    Instances For

                                                                                                      Whether a theory natively handles a mapping type (has at least one yes verdict across subcases).

                                                                                                      Equations
                                                                                                      Instances For

                                                                                                        5a. All theories agree on one-to-one #

                                                                                                        5b. DM is uniquely suited for allomorphy #

                                                                                                        Only DM handles allomorphy natively, via Vocabulary Insertion with contextual conditioning. PFM subsumes it under multiple exponence; Nanosyntax reanalyzes structurally; MaS treats allomorphs as distinct morphemes.

                                                                                                        5c. PFM is uniquely suited for multiple exponence #

                                                                                                        PFM's process-based, ordered rule-block architecture means independent blocks can reference the same feature, producing multiple exponence without any special mechanism.

                                                                                                        5d. Morphological gaps are universally problematic #

                                                                                                        5e. MaS is the most restrictive theory #

                                                                                                        MaS's incremental mapping (form and meaning built in lockstep) forces strict one-to-one correspondence. Every apparent non-one-to-one mapping must be reanalyzed.

                                                                                                        5f. Realizational vs incremental split #

                                                                                                        [KBC+26] §4.6: realizational theories handle at least some non-one-to-one mappings natively, because separating features from exponents makes mismatches structurally possible. Incremental theories (MaS) must reanalyze all of them.

                                                                                                        The realizational/incremental split matches the theory space: DM, PFM, and Nanosyntax are realizational; MaS is incremental.