In
linguistics
Linguistics is the scientific study of human language. It is called a scientific study because it entails a comprehensive, systematic, objective, and precise analysis of all aspects of language, particularly its nature and structure. Linguis ...
and social sciences, markedness is the state of standing out as nontypical or divergent as opposed to regular or common. In a marked–unmarked relation, one term of an opposition is the broader, dominant one. The dominant default or minimum-effort form is known as ''unmarked''; the other, secondary one is ''marked''. In other words, markedness involves the characterization of a "normal" linguistic unit against one or more of its possible "irregular" forms.
In linguistics, markedness can apply to, among others,
phonological
Phonology is the branch of linguistics that studies how languages or dialects systematically organize their sounds or, for sign languages, their constituent parts of signs. The term can also refer specifically to the sound or sign system of a ...
,
grammatical
In linguistics, grammaticality is determined by the conformity to language usage as derived by the grammar of a particular variety (linguistics), speech variety. The notion of grammaticality rose alongside the theory of generative grammar, the go ...
, and
semantic
Semantics (from grc, σημαντικός ''sēmantikós'', "significant") is the study of reference, meaning, or truth. The term can be used to refer to subfields of several distinct disciplines, including philosophy, linguistics and comput ...
oppositions, defining them in terms of marked and unmarked oppositions, such as ''honest'' (unmarked) vs. ''dishonest'' (marked). Marking may be purely semantic, or may be realized as extra morphology. The term derives from the marking of a grammatical role with a suffix or another element, and has been extended to situations where there is no morphological distinction.
In
social science
Social science is one of the branches of science, devoted to the study of societies and the relationships among individuals within those societies. The term was formerly used to refer to the field of sociology, the original "science of soc ...
s more broadly, markedness is, among other things, used to distinguish two meanings of the same term, where one is common usage (unmarked sense) and the other is specialized to a certain cultural context (marked sense).
In
psychology
Psychology is the scientific study of mind and behavior. Psychology includes the study of conscious and unconscious phenomena, including feelings and thoughts. It is an academic discipline of immense scope, crossing the boundaries betwe ...
, the social science concept of markedness is quantified as a measure of how much one variable is marked as a predictor or possible cause of another, and is also known as (deltaP) in simple two-choice cases. See
confusion matrix
In the field of machine learning and specifically the problem of statistical classification, a confusion matrix, also known as an error matrix, is a specific table layout that allows visualization of the performance of an algorithm, typically a su ...
for more details.
Marked and unmarked word pairs
In terms of lexical opposites, a marked form is a non-basic one, often one with
inflection
In linguistic morphology, inflection (or inflexion) is a process of word formation in which a word is modified to express different grammatical categories such as tense, case, voice, aspect, person, number, gender, mood, animacy, and defin ...
al or
derivation
Derivation may refer to:
Language
* Morphological derivation, a word-formation process
* Parse tree or concrete syntax tree, representing a string's syntax in formal grammars
Law
* Derivative work, in copyright law
* Derivation proceeding, a proc ...
al endings. Thus, a morphologically negative word form is marked as opposed to a positive one: ''happy''/''unhappy'', ''honest''/''dishonest'', ''fair''/''unfair'', ''clean''/''unclean'', and so forth. Similarly, unaffixed masculine or singular forms are taken to be unmarked in contrast to affixed feminine or plural forms: ''lion''/''lioness'', ''host''/''hostess'', ''automobile''/''automobiles'', ''child''/''children''. An unmarked form is also a default form. For example, the unmarked ''lion'' can refer to a male or female, while ''lioness'' is marked because it can refer only to females.
The default nature allows unmarked lexical forms to be identified even when the opposites are not morphologically related. In the pairs ''old''/''young'', ''big''/''little'', ''happy''/''sad'', ''clean''/''dirty'', the first term of each pair is taken as unmarked because it occurs generally in questions. For example, English speakers typically ask how old someone is; use of the marked term (''how young are you?'') would presuppose youth.
Background in Prague School
While the idea of linguistic asymmetry predated the actual coining of the terms ''marked'' and ''unmarked'', the modern concept of markedness originated in the
Prague School
The Prague school or Prague linguistic circle is a language and literature society. It started in 1926 as a group of linguists, philologists and literary critics in Prague. Its proponents developed methods of structuralist literary analysis an ...
structuralism
In sociology, anthropology, archaeology, history, philosophy, and linguistics, structuralism is a general theory of culture and methodology that implies that elements of human culture must be understood by way of their relationship to a broader ...
of
Roman Jakobson
Roman Osipovich Jakobson (russian: Рома́н О́сипович Якобсо́н; October 11, 1896Kucera, Henry. 1983. "Roman Jakobson." ''Language: Journal of the Linguistic Society of America'' 59(4): 871–883. – July 18,[Nikolai Trubetzkoy
Prince Nikolai Sergeyevich Trubetzkoy ( rus, Никола́й Серге́евич Трубецко́й, p=trʊbʲɪtsˈkoj; 16 April 1890 – 25 June 1938) was a Russian linguist and historian whose teachings formed a nucleus of the Prague School ...]
as a means of characterizing binary oppositions.
Both sound and meaning were analyzed into systems of binary distinctive features.
Edwin Battistella
Edwin Battistella (born 1955) is an American linguist known for work on markedness, syntax, and language attitudes. He is an emeritus professor of Humanities and Culture at Southern Oregon University in Ashland, Oregon.
Background
Battistella s ...
wrote: "Binarism suggests symmetry and equivalence in
linguistic analysis
In the study of language, description or descriptive linguistics is the work of objectively analyzing and describing how language is actually used (or how it was used in the past) by a speech community. François & Ponsonnet (2013).
All acad ...
; markedness adds the idea of hierarchy." Trubetzkoy and Jakobson analyzed phonological oppositions such as nasal versus non-nasal as defined as the presence versus the absence of nasality; the presence of the feature,
nasality, was marked; its absence, non-nasality, was unmarked. For Jakobson and Trubetzkoy, binary phonological features formed part of a universal feature alphabet applicable to all languages. In his 1932 article "Structure of the Russian Verb", Jakobson extended the concept to grammatical meanings in which the marked element "announces the existence of
ome meaningA" while the unmarked element "does not announce the existence of A, i.e., does not state whether A is present or not". Forty years later, Jakobson described language by saying that "every single constituent of a linguistic system is built on an opposition of two logical contradictories: the presence of an attribute ('markedness') in contraposition to its absence ('unmarkedness')."
In his 1941 ''Child Language, Aphasia, and Universals of Language'', Jakobson suggested that phonological markedness played a role in
language acquisition
Language acquisition is the process by which humans acquire the capacity to perceive and comprehend language (in other words, gain the ability to be aware of language and to understand it), as well as to produce and use words and sentences to ...
and
loss
Loss may refer to:
Arts, entertainment, and media Music
* ''Loss'' (Bass Communion album) (2006)
* ''Loss'' (Mull Historical Society album) (2001)
*"Loss", a song by God Is an Astronaut from their self-titled album (2008)
* Losses "(Lil Tjay son ...
. Drawing on existing studies of acquisition and
aphasia
Aphasia is an inability to comprehend or formulate language because of damage to specific brain regions. The major causes are stroke and head trauma; prevalence is hard to determine but aphasia due to stroke is estimated to be 0.1–0.4% in th ...
, Jakobson suggested a mirror-image relationship determined by a universal feature hierarchy of marked and unmarked oppositions. Today many still see Jakobson's theory of phonological acquisition as identifying useful tendencies.
Jakobsonian tradition
The work of Cornelius van Schooneveld,
Edna Andrews
Edna Andrews is an American scholar and the Nancy & Jeffrey Marcus Distinguished Professor of Slavic & Eurasian Studies at Duke University and holds an honorary doctorate by St. Petersburg State University. Her current concerns are second language ...
, Rodney Sangster, Yishai Tobin and others on 'semantic invariance' (different general meanings reflected in the contextual specific meanings of features) has further developed the
semantic analysis of grammatical items in terms of marked and unmarked features. Other semiotically-oriented work has investigated the isomorphism of form and meaning with less emphasis on invariance, including the efforts of Henning Andersen, Michael Shapiro, and Edwin Battistella. Shapiro and Andrews have especially made connections between the semiotic of
C. S. Peirce
Charles Sanders Peirce ( ; September 10, 1839 – April 19, 1914) was an American philosopher, logician, mathematician and scientist who is sometimes known as "the father of pragmatism".
Educated as a chemist and employed as a scientist for t ...
and markedness, treating it "as species of interpretant" in Peirce's sign–object–interpretant triad.
Functional linguists such as
Talmy Givón
Thomas Givon (also known as Talmy Givón) (born June 22, 1936) is a linguist and writer. He is one of the founders of "West Coast Functionalism", today classified as a usage-based model of language, and of the linguistics department at the Unive ...
have suggested that markedness is related to
cognitive complexity—"in terms of attention, mental effort or processing time". Linguistic 'naturalists' view markedness relations in terms of the ways in which extralinguistic principles of perceptibility and psychological efficiency determine what is natural in language. Willi Mayerthaler, another linguist, for example, defines unmarked categories as those "in agreement with the typical attributes of the speaker".
Cultural markedness and informedness
Since a main component of markedness is the information content and information value of an element, some studies have taken markedness as an encoding of that which is unusual or informative, and this is reflected in formal probabilistic definitions of markedness and
informedness
Youden's J statistic (also called Youden's index) is a single statistic that captures the performance of a dichotomous diagnostic test. Informedness is its generalization to the multiclass case and estimates the probability of an informed decision. ...
as chance-correct unidirectional components of the
Matthews correlation coefficient
In statistics, the phi coefficient (or mean square contingency coefficient and denoted by φ or rφ) is a measure of association for two binary variables. In machine learning, it is known as the Matthews correlation coefficient (MCC) and used as a ...
corresponding to Δp and Δp'.
Conceptual familiarity with cultural norms provided by familiar categories creates a ground against which marked categories provide a figure, opening the way for markedness to be applied to cultural and social categorization.
As early as the 1930s Jakobson had already suggested applying markedness to all oppositions, explicitly mentioning such pairs as life/death, liberty/bondage, sin/virtue, and holiday/working day. Linda Waugh extended this to oppositions like male/female, white/black, sighted/blind, hearing/deaf, heterosexual/homosexual, right/left, fertility/barrenness, clothed/nude, and spoken language/written language. Battistella expanded this with the demonstration of how cultures align markedness values to create cohesive symbol systems, illustrating with examples based on
Rodney Needham
Rodney Needham (15 May 1923 – 4 December 2006 in Oxford) was an English social anthropologist.
Born Rodney Phillip Needham Green, he changed his name in 1947; the following year he married Maud Claudia (Ruth) Brysz. The couple would collaborat ...
's work. Other work has applied markedness to stylistics, music, and myth.
Local markedness and markedness reversals
Markedness depends on
context
Context may refer to:
* Context (language use), the relevant constraints of the communicative situation that influence language use, language variation, and discourse summary
Computing
* Context (computing), the virtual environment required to su ...
. What is more marked in some general contexts may be less marked in other local contexts. Thus, "ant" is less marked than "ants" on the morphological level, but on the semantic (and frequency) levels it may be more marked since ants are more often encountered many at once than one at a time. Often a more general markedness relation may be reversed in a particular context. Thus, voicelessness of
consonant
In articulatory phonetics, a consonant is a speech sound that is articulated with complete or partial closure of the vocal tract. Examples are and pronounced with the lips; and pronounced with the front of the tongue; and pronounced wit ...
s is typically unmarked. But between
vowel
A vowel is a syllabic speech sound pronounced without any stricture in the vocal tract. Vowels are one of the two principal classes of speech sounds, the other being the consonant. Vowels vary in quality, in loudness and also in quantity (leng ...
s or in the neighborhood of voiced consonants, voicing may be the expected or unmarked value.
Reversal is reflected in certain
West Frisian words' plural and singular forms: In West Frisian, nouns with irregular singular-plural stem variations are undergoing regularization. Usually this means that the plural is reformed to be a regular form of the singular:
* Old paradigm: "koal" (coal), "kwallen" (coals) → regularized forms: "Koal" (coal), "Koalen" (coals).
However, a number of words instead reform the singular by extending the form of the plural:
* Old paradigm: "earm" (arm), "jermen" (arms) → regularized forms: "jerm" (arm), "jermen" (arms)
The common feature of the nouns that regularize the singular to match the plural is that they occur more often in pairs or groups than singly; they are said to be semantically (but not morphologically) locally unmarked in the plural.
Universals and frequency
Joseph Greenberg
Joseph Harold Greenberg (May 28, 1915 – May 7, 2001) was an American linguist, known mainly for his work concerning linguistic typology and the genetic classification of languages.
Life Early life and education
Joseph Greenberg was born on ...
's 1966 book ''Language Universals'' was an influential application of markedness to typological linguistics and a break from the tradition of Jakobson and Trubetzkoy. Greenberg took frequency to be the primary determining factor of markedness in grammar and suggested that unmarked categories could be determined by "the frequency of association of things in the real world".
Greenberg also applied frequency cross-linguistically, suggesting that unmarked categories would be those that are unmarked in a wide number of languages. However, critics have argued that frequency is problematic because categories that are cross-linguistically infrequent may have a high distribution in a particular language.
More recently the insights related to frequency have been formalized as chance-corrected conditional probabilities, with
Informedness
Youden's J statistic (also called Youden's index) is a single statistic that captures the performance of a dichotomous diagnostic test. Informedness is its generalization to the multiclass case and estimates the probability of an informed decision. ...
(Δp') and Markedness (Δp) corresponding to the different directions of prediction in human association research (binary associations or distinctions)
and more generally (including features with more than two distinctions).
Universals
In metaphysics, a universal is what particular things have in common, namely characteristics or qualities. In other words, universals are repeatable or recurrent entities that can be instantiated or exemplified by many particular things. For exa ...
have also been connected to
implicational laws. This entails that a category is taken as marked if every language that has the marked category also has the unmarked one but not vice versa.
Diagnostics
Markedness has been extended and reshaped over the past century and reflects a range of loosely connected theoretical approaches. From emerging in the analysis of binary oppositions, it has become a global semiotic principle, a means of encoding naturalness and language universals, and a terminology for studying defaults and preferences in language acquisition. What connects various approaches is a concern for the evaluation of linguistic structure, though the details of how markedness is determined and what its implications and diagnostics are varies widely. Other approaches to universal markedness relations focus on functional economic and iconic motivations, tying recurring symmetries to properties of communication channels and communication events. Croft (1990), for example, notes that asymmetries among linguistic elements may be explainable in terms economy of form, in terms of iconism between the structure of language and conceptualization of the world.
In generative grammar
Markedness entered generative linguistic theory through
Noam Chomsky
Avram Noam Chomsky (born December 7, 1928) is an American public intellectual: a linguist, philosopher, cognitive scientist, historian, social critic, and political activist. Sometimes called "the father of modern linguistics", Chomsky is ...
and
Morris Halle
Morris Halle (; July 23, 1923 – April 2, 2018) was a Latvian-American, Latvian-born Jewish United States, American Linguistics, linguist who was an Institute Professor, and later professor emeritus, of linguistics at the Massachusetts Institute ...
's ''
The Sound Pattern of English
''The Sound Pattern of English'' (frequently referred to as ''SPE'') is a 1968 work on phonology (a branch of linguistics) by Noam Chomsky and Morris Halle. In spite of its title, it presents not only a view of the phonology of English, but also ...
''. For Chomsky and Halle, phonological features went beyond a universal phonetic vocabulary to encompass an 'evaluation metric', a means of selecting the most highly valued adequate grammar. In ''The Sound Pattern of English'', the value of a grammar was the inverse of the number of features required in that grammar. However, Chomsky and Halle realized that their initial approach to phonological features made implausible rules and segment inventories as highly valued as natural ones. The unmarked value of a feature was cost-free with respect to the evaluation metric, while the marked feature values were counted by the metric. Segment inventories could also be evaluated according to the number of marked features. However, the use of phonological markedness as part of the evaluation metric was never able to fully account for the fact that some features are more likely than others or for the fact that phonological systems must have a certain minimal complexity and symmetry.
In
generative syntax
Generative grammar, or generativism , is a linguistic theory that regards linguistics as the study of a hypothesised innate grammatical structure. It is a biological or biologistic modification of earlier structuralist theories of linguistic ...
, markedness as feature-evaluation did not receive the same attention that it did in phonology. Chomsky came to view unmarked properties as an innate preference structure based first in constraints and later in parameters of
universal grammar
Universal grammar (UG), in modern linguistics, is the theory of the genetic component of the language faculty, usually credited to Noam Chomsky. The basic postulate of UG is that there are innate constraints on what the grammar of a possible hum ...
. In their 1977 article "Filters and Control", Chomsky and
Howard Lasnik
Howard Lasnik (born July 3, 1945) is a distinguished university professor in the department of linguistics at the University of Maryland.
He studied at the Carnegie Institute of Technology (B.S., 1967), Harvard University (M.A., 1969) and the M ...
extended this to view markedness as part of a theory of 'core grammar':
A few years later, Chomsky describes it thus:
Some generative researchers have applied markedness to
second-language acquisition
Second-language acquisition (SLA), sometimes called second-language learning — otherwise referred to as L2 (language 2) acquisition, is the process by which people learn a second language. Second-language acquisition is also the scientific dis ...
theory, treating it as an inherent learning hierarchy which reflects the sequence in which constructions are acquired, the difficulty of acquiring certain constructions, and the transferability of rules across languages. More recently,
optimality theory
In linguistics, Optimality Theory (frequently abbreviated OT) is a linguistic model proposing that the observed forms of language arise from the optimal satisfaction of conflicting constraints. OT differs from other approaches to phonological ...
approaches emerging in the 1990s have incorporated markedness in the ranking of constraints.
[Archangeli 1997.]
See also
*
Inflection
In linguistic morphology, inflection (or inflexion) is a process of word formation in which a word is modified to express different grammatical categories such as tense, case, voice, aspect, person, number, gender, mood, animacy, and defin ...
*
Lemma (morphology)
In morphology and lexicography, a lemma (plural ''lemmas'' or ''lemmata'') is the canonical form, dictionary form, or citation form of a set of word forms. In English, for example, ''break'', ''breaks'', ''broke'', ''broken'' and ''breaking'' a ...
*
Lexeme
A lexeme () is a unit of lexical meaning that underlies a set of words that are related through inflection. It is a basic abstract unit of meaning, a unit of morphological analysis in linguistics that roughly corresponds to a set of forms taken ...
*
Male as norm
In feminist theory, the principle of holds that language referring to females, such as the suffix ''-ess'' (as in ''actress''), the use of man to mean "human", and other such devices, strengthens the perceptions that the male category is the norm ...
*
Marker (linguistics)
In linguistics, a marker is a free or bound morpheme that indicates the grammatical function of the marked word, phrase, or sentence. Most characteristically, markers occur as clitics or inflectional affixes. In analytic languages and agglutinativ ...
*
Matthews correlation coefficient
In statistics, the phi coefficient (or mean square contingency coefficient and denoted by φ or rφ) is a measure of association for two binary variables. In machine learning, it is known as the Matthews correlation coefficient (MCC) and used as a ...
*
Null morpheme
In morphology, a null morpheme or zero morpheme is a morpheme that has no phonetic form. In simpler terms, a null morpheme is an "invisible" affix. It is a concept useful for analysis, by contrasting null morphemes with alternatives that do have ...
*
Other (philosophy)
In phenomenology, the terms the Other and the Constitutive Other identify the other human being, in their differences from the Self, as being a cumulative, constituting factor in the self-image of a person; as acknowledgement of being real; he ...
*
Underlying representation
In some models of phonology as well as morphophonology in the field of linguistics, the underlying representation (UR) or underlying form (UF) of a word or morpheme is the abstract form that a word or morpheme is postulated to have before any phono ...
References
Further reading
*Andersen, Henning 1989 "Markedness—The First 150 Years", In ''Markedness in Synchrony and Diachrony''. Berlin: Mouton de Gruyter.
*Andrews, Edna 1990 ''Markedness Theory: The Union of Asymmetry and Semiosis in Language'', Durham, NC: Duke University Press.
*Archangeli, Diana 1997 "Optimality Theory: An Introduction to Linguistics in the 1990s", In ''Optimality Theory: An Overview''. Malden, MA: Blackwell.
*Battistella, Edwin 1990 ''Markedness: The Evaluative Superstructure of Language'', Albany, NY: SUNY Press.
*Battistella, Edwin 1996 ''The Logic of Markedness'', New York: Oxford University Press.
*Chandler, Daniel 2002/2007 ''Semiotics: The Basics'', London: Routledge.
*Chandler, Daniel 2005 Entry on markedness. In John Protevi (ed.) (2005) ''Edinburgh Dictionary of Continental Philosophy'', Edinburgh: University of Edinburgh Press.
*Chomsky, Noam & Halle, Morris 1968 ''The Sound Pattern of English'', New York: Harper and Row.
*Greenberg, Joseph ''Language Universals'', The Hague: Mouton, 1966.
*Trask, R. L. 1999 ''Key Concepts in Language and Linguistics'', London and New York: Routledge.
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