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Abstract: This contribution describes the properties and organization of terminologies, i.e.
vocabularies used in communication about specialized knowledge. First, it presents some
naming principles defined in scientific disciplines to regulate the creation of terms and
their use in international communication. Then, it shows how similar principles are
applied in terminology with basically the same objective (overcoming difficulties raised
by the existence of different names for the same entity). In all specialized fields, naming
principles rely on a consensual classification of concepts. Secondly, this contribution
discusses some linguistic properties of terms that impede a straightforward application of
rigid naming principles. This part also underlines the fact that concepts and classifications
vary due to different perspectives on knowledge. Finally, it discusses how these two
approaches (applying naming principles and recognizing the linguistic properties of
terms) are dealt with in concrete applications of terminology work.
I express my warmest thanks to Juan C. Sager who made extensive comments on a previous version of
this contribution. I would also like to thank John Taylor for his numerous suggestions.
The rules for naming animals are regulated by the International Commission on
Zoological Nomenclature and can be found in the International Code of Zoological
Nomenclature (2000), henceforth, the Code. The Code determines what names are valid
for a taxon (an item in the taxonomy) at the family, genus, and species levels. Naming
conventions are based on a set of six principles: three are presented below since they are
related to observations that are made further in this contribution (other principles are
meant as guidelines to deal with competing designations for the same taxon).
Principle of coordination. Within the family group, genus group, or species group
a name established for a taxon at any rank in the group is deemed to be
simultaneously established with the same author and date for taxa based on the
same name-bearing type at other ranks in the group (the Code 2000).
For obvious reasons, very few fields of knowledge have such clear guidelines as for
classifying and naming entities and the example of zoology can be considered to be a
success in that respect. We can also mention chemistry that resorts to symbols that reflect
the composition of elements and compounds (CO2 for carbon dioxide; Ti for titanium).
To assist international comprehensibility, medical terminology favors Greek and Latin
morphemes with specific meanings in the creation of terms (e.g. -pathy used to refer to a
disease as in cardiomyopathy for heart muscle disease). However, scientific disciplines
need to order or classify the items of knowledge they manipulate in order to better
understand them and prefer to use names that label them unambiguously. These needs for
classifying and conventionalizing names are partially reflected in terminology theory and
in the methods developed to describe terms in dictionaries, as will be seen below.
In terminology, items of knowledge are called concepts. These are defined as mental
representations that are assumed to be generalizations of extralinguistic entities, i.e. the
items of knowledge manipulated in science and technology (concrete objects such as
computer, bear, representational entities such as data, animates such as criminal
lawyer, activities such as surgical operation, etc.). Names for these concepts are
called designations. The combination of a concept with a designation is a term.
Traditional terminology theory postulates that concepts are the starting point of the
analysis of terms. This means that terminologists should start by identifying concepts and
then find or assign designations for them. Figure (1) illustrates the application of this
onomasiological procedure.
(1)
Concept
Denomination
mouse
an input device that captures
movements on a flat surface and
translates these movements to control
a pointer on a graphical display
mouse
of characteristics with keyboard since it has the same superordinate concept; it also
differs from keyboard since they each have specific characteristics. Mouse subsumes
two specific concepts; they
inherit all the characteristics
attributed to the concept
mouse but have one or two
additional characteristics.
Finally, mouse also shares a
part-whole relationship with
button. This simple
conceptual structure illustrates
the two main types of
relationships dealt within
terminology (generic-specific
and part-whole); however, as will be seen below, many more relationships can be
observed between concepts. When describing terms in dictionaries, terminologists
attempt to make these relationships explicit.2 Definitions written in specialized
dictionaries aim to capture the shared and distinctive characteristics of concepts (Rey
1995). Of course, the entire approach assumes that concepts can be defined precisely, at
least at a certain point in time.
The methods for delineating concepts and gradually unveiling conceptual structures
presented above are seldom applied systematically in everyday terminology work.
Terminologists are not experts in the field they are asked to explore and, hence, are not in
a position to precisely delineate the concepts. They usually apply an iterative analysis that
consists in reading texts and acquiring knowledge to gradually build up a conceptual
representation.
Another important principle in traditional terminology is that of biunvocit, or
biuniqueness. According to this principle, a concept should have a single designation;
conversely, a designation should be used to label a single concept. This means that
synonyms and polysemous lexical items should be avoided. Of course, this ideal situation
2
Relationships are also important in lexicographical work. Thesauri take into account relationships that we
mentioned in our mouse example in addition to other kinds of less well defined ones (such as associated
with). However, in traditional terminology, structures are built on the basis of concepts whereas
lexicographers attempt to identify relationships between words or word senses.
can seldom be observed and terminologists must create rules similar to those used in
zoology and adapt them to specific situations. For instance, the concept email defined
as an application that uses networks for exchanging messages in digital form can be
labeled with email, electronic mail, email program, emailer. Similarly, email can refer to:
1. the application (I sent the file by email), 2. a specific message in digital form (I just
read your email), and 3. a collection of such messages (Please check your email).
Situations where polysemy can be encountered are not as common as in general language
since terminologists concentrate on meanings within a special subject field; synonyms, on
the other hand, are quite frequent.
Even though rules such as those applied in zoology exist in very few subject fields,
some regularity can be observed in the terminologies of most fields of knowledge (Sager
1990). This is due in part to a willingness to use transparent (i.e. compositional) terms.
Transparent terms facilitate the understanding of new concepts and probably contribute to
the success of knowledge transfer. The forms of many terms reflect the concepts they
denote by stating some of their characteristics, such as their function, one of their
components, or their origin. For instance, wireless in wireless mouse or wireless modem
means that the device is not connected to the computer with a cord. Optical in optical
mouse refers to the way the peripheral captures movements (by means of an optical
sensor). Morphemes can have the same function: -ware in antispyware, adware,
courseware, demoware, gameware, and similar means that the term refers to a type of
software program. (In French, -ciel is used in terms denoting software: didacticiel,
ludiciel, graphiciel, etc.) Terms can also reflect the place of the concepts in a hierarchical
structure. This is illustrated by the examples in (2).
(2) Mouse > optical mouse > wireless optical mouse
nergie > nergie olienne > nergie olienne marine (Eng. energy, wind energy,
offshore wind energy)
Finally, the form of terms can instantiate a contrast between two concepts (e.g.
sustainable development <-> unsustainable development; download <-> upload).
Terms are viewed as canonical labels isolated from text. In extreme cases such as
zoology or chemistry where the naming conventions aim at yielding systematic,
official, and universal names, the result is a form of semi-artificial language that
serves as a reference in specialized situations. Of course, most units manipulated
by terminologists are not artificial and pertain to natural language; however, to be
standardized, terms must be defined according to the way they refer to a concept
(the concept itself being well-defined within a field) and not to the way they
behave in the language at large.
The term is a construct, i.e. it results from the analysis carried out by a terminologist: this analysis
takes into account the place of the term in a corpus, a validation by an expert, and the objectives of a
specific terminological description (my translation and emphasis).
more general designation, i.e. climate change. But climate change has not yet been
defined as clearly as atoms and is still being debated in different circles.
The examples presented in this section and many others show that knowledge is
construed gradually and undergoes change over time. Terminologists and organizations
involved in the standardization of terms must adjust to the changes that occur when new
items of knowledge appear in a discipline. Changes must be taken into account in
definitions and in the choice of designations. In addition, experts involved in knowledge
modelling must accept that even a consensual conceptualization will probably be
modified in the future.
Temmerman (2000) takes this issue a step further and argues that in the life sciences
most concepts do not in fact lend themselves to a clear-cut and straightforward
delimitation. She suggests adopting the notion of unit of understanding rather than
concept. Units of understanding result from a cognitive process according to which we
capture knowledge in a field and are best defined in terms of prototype structure.
Relationships between concepts are diversified and complex
Knowledge representations (conceptual structures or ontologies) illustrate how concepts
are related to each other with explicit links. Figures 1 and 2 show that taxa and peripheral
devices are related in terms of generic-specific (taxonomic) relationships. Peripheral
devices can also share part-whole relationships with other concepts (button vs.
mouse). These relationships are those that naturally apply to entities (animals,
machines, instruments, etc.) and frequently appear in conceptual structures. Some
prioritize taxonomic relationships (e.g. types of peripheral devices or vehicles); others
favour part-whole relations (e.g. human or animal anatomy).
However, when other types of concepts (processes, properties) are taken into
account, many different relationships emerge. The examples in (3), taken from Sager
(1990: 34), illustrate this diversity. Figure 4 shows that a single concept in the field of the
environment can be related to other concepts in many different ways.
(3)
FALLOUT
PAPER
COMPRESSIBILITY
TEMPERATURE
COMPUTER
INSECTICIDE
is caused by
is a product of
is a property of
is a quantitative
measure of
is an instrument for
is a counteragent of
NUCLEAR EXPLOSION
WOOD PULP
GAS
HEAT
DATA PROCESSING
INSECT
Figure 4: Relationships between "hurricane" and other concepts in the field of the environment
(Buendia and Faber 2012)
The extent to which these relationships are represented depends on the special
subject field and the conceptualization it implements.
An effort to vary phrasing in a text: Authors of specialized texts may want to vary
the ways they refer to entities or phenomena. This can be done to introduce a
nuance or simply for stylistics purposes. For instance, in a French text on global
warming, the following expressions may be found: rchauffement climatique (lit.
climatic warming), rchauffement du climat (lit. climate warming),
rchauffement global (lit. global warming), rchauffement de la plante (lit.
warming of the planet), etc.
Variants are phenomena that must be described in all applications where terms are
identified or produced in text. Translators, for instance, must be able to recognize that the
same meaning can be conveyed by different forms. They can decide to standardize the
target text by using a single equivalent for source language variants or, conversely, use
similar variants in the target language. Some variants those recognized as true
synonyms are also listed by terminologists in term records (cf. Figure 3) but often one
of them is identified as preferred. In knowledge modelling, variants are also often taken
into account. But here again, a standard form serves as the reference and others appear as
other possible linguistic
forms for the expression
of the concept, as shown
in Figure 7.
Typologies of term
variants are available in
different languages.
Variants are often
classified into the
following formal
categories (some of which
Figure 7: Variants in a conceptual structure
languages): orthography (meter vs. meter; tool box vs. toolbox); inflection (entity vs.
entities; Fr. changement climatique vs. changements climatiques); permutation (data
processing vs. processing of data); morphology (climate change vs. climatic change);
surface syntax (coffre outils vs. coffre doutils (toolbox)); and morphosyntax (data
processing vs. to process data) (Daille et al. 1996). Different techniques have been
developed to process variants automatically (Jacquemin 1996).
3.5 Knowledge is conveyed by different types of linguistic units
The emphasis placed on concepts and conceptual structures in terminology, but also in
other endeavours concerned with knowledge modelling, tend to give more importance to
entities linguistically expressed by nouns.
However, other concepts refer to activities and properties and these are not
prototypically expressed by nouns (although they can be). Events and processes can be
expressed by verbs (e.g., configure, constitutionalize, pollute) and properties are often
designated by adjectives (sustainable, dynamic). In knowledge modelling they are often
considered as variants of nouns. For instance, if clicking is considered a relevant activity
in computing, to click and click (as a noun) will be considered two linguistic variants that
refer to the same concept.
However, Estop (2001) noted that experts, translators, and terminologists identify
other parts of speech as relevant terms (cf. Section 3.1). The study does not state whether
the units of other categories convey meanings that are otherwise expressed by nouns. In
another small study (LHomme 2012), it was shown that non-experts and experts, when
asked to read sentences and decide whether verbs are specialized or not, unanimously
classify some verbs as specialized and hesitate with others. Examples of such sentences
are reproduced in (3).
(3) [Informatique] Avec ce type de connexion, vous pouvez naviguer rapidement dans Internet.
([Computing] With this kind of connection, you can browse the Internet rapidly.)
[Environnement] L'extraction ou la rcolte de ces ressources peuvent galement polluer le sol,
l'eau et l'air. ([Environment] Extracting or harvesting these resources can also pollute the soil.)
work, meaning distinctions in one language can lead to the recording of different
equivalents in the other.
Some polysemous terms can become ambiguous when used in text. For example, in
the field of computing, download can convey an activity, i.e. the act of downloading,
but also a result, i.e. a file that can be or has been downloaded. In some sentences, each
meaning can be clearly identified (e.g. a download that never finishes; the download is an
executable file); in others, the distinctions cannot be made as easily (e.g. The user sends
back brief instructions and waits for the next download).
Another form of ambiguity affects multiword terms. This problem, called structural
ambiguity, is caused by the fact that the syntactic and semantic relation between the
components of a noun phrase cannot be properly identified without extralinguistic
knowledge. For instance, to understand main fuel system drain valve, one needs to know
that main applies to fuel system, not to fuel or drain valve, and that (the expression)
refers to a valve whose function is to drain the main fuel system. (Lehrberger 2003: 213)
3.7 Terms do not reflect knowledge organization perfectly
Traditional terminology (as well as some applications of knowledge modelling) is based
on an implicit and very strong assumption that there is a perfect correspondence between
knowledge representations and terms. In other words, there should be a linguistic
expression for each concept identified in specialized knowledge.
There are a number of indications to the contrary. First, scientific classifications or
conceptual representations result from the application of criteria that take into account
only part of the characteristics of the concepts involved. For instance, in zoology, birds
are defined as animals that have feathers and lay eggs. Flying, a natural activity carried
out by most birds, is not considered as a relevant characteristic from the point of view of
classification. However, it will often be expressed in language. The same applies to
whales that live in water but are not classified as fish. Knowledge in a field is usually
much more complex than can be captured in taxonomies or ontologies. In addition, some
categories in knowledge representations are created solely for the purpose of classifying
entities and linguistic labels are created afterwards.
Although it is assumed that both knowledge and language have an underlying
structure, these structures obey different rules and are subject to different constraints
(Hirst 2009). Hirst was referring to everyday language, but the differences also apply to
terminologies. LHomme and Bernier-Colborne (2012) compared the contents of two
ontologies with that of a specialized dictionary and found that only a few linguistic items
could be found in both repositories.
4. Concluding remarks
This contribution first discussed the importance of defining naming conventions in
specialized subject fields. While these efforts are necessary in specific communication
situations, they are also difficult to put into place. Any attempt at regulating the creation
and the use of terms (even in very specific special subject fields) requires a great deal of
effort. It also underlined the fact that advocates of these naming conventions (experts and
terminologists) have probably underestimated or overlooked the linguistic properties of
the terms they were regulating or replacing with a more standard or universal name.
The theoretical models and methods first devised by terminology were clearly
defined for the purpose of standardizing terms. It is now recognized that the principles
were too inflexible and that they should be redefined (partially for some; completely for
others) in order to take into account the linguistic expressiveness of terms and their
behaviour in text.
As of today, no generally accepted model has imposed itself as a way of dealing with
the two opposing forces at play in specialized knowledge communication. Some
proposals, however, seem to point in that direction. In 1990, Sager described terminology
as a set of activities that can be considered from three different perspectives: cognitive
(concepts and relations between concepts), linguistic (formation of terms and relations
between designations and concepts), and communicative (the purpose for which
terminology work is undertaken). The Communicative Theory of Terminology (Cabr
1999) proposes a model in which terms are viewed as polyhedrons and, as such, can lend
themselves to different kinds of analyses (cognitive, linguistic, or communicative), each
shedding a different light on the properties and functioning of terms.
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