Showing posts with label odds-and-ends. Show all posts
Showing posts with label odds-and-ends. Show all posts

Monday, May 27, 2019

Intimate intimacy

[This entry is an excerpt from Chapter 53, "Intimate intimacy", of Part II of the open-source textbook Spanish-English Cognates: An Unconventional Introduction to Spanish Linguistics.]

Eng. intimate and Sp. íntimo


The words intimate and intimacy are quite fashionable in the English-speaking world today. Here we are going to explore the origin and meaning of these words, along with those of their closest relatives in Spanish, íntimo/a and intimidad, which are not exact cognates but, rather, paronyms, since they have different endings (but the same stem and very similar meanings). We will explore the reasons for these differences and similarities below.

Figure 230: Young men engage in cuddling, a form of physical intimacy[i]

The English adjective intimate [ˈɪntɪmət] was borrowed in the first half of the 17th century with the meaning ‘closely acquainted, familiar’, which is still the main meaning of the word, as in intimate friends. A close, related meaning for this adjective is ‘having an informal friendly atmosphere’ (COED). A second, albeit related sense is ‘private and personal’, as in intimate details, which can be used euphemistically for ‘having a sexual relationship’ (COED). Since the early 20th century, the adjective intimate is also used euphemistically in connection to women's underwear and nightclothes, a synonym of lingerie, as in the phrase intimate apparel. This last phrase has been calqued in Spanish as ropa íntima (or moda íntima), though a preferred term is surely ropa interior.

The word intimate would seem to have been borrowed from the passive participle intĭmātus of the Latin verb intĭmāre which meant ‘to put or bring into’ and later also ‘to announce, publish, make known, intimate’. However, as you can see, the meaning of the English word intimate does not seem to be related to this verb at all. That is because the meaning of intimate was really taken from the Latin adjective that the Latin verb was derived from, namely intĭmus, an adjective that meant originally ‘from the deepest part’ and then also ‘inmost, deepest, profound; close, tight (in friendship)’. It seems like whoever borrowed this word wanted to actually borrow Lat. intĭmus, but they went for the form of a related verb’s passive participle instead.

The Spanish equivalent of the English adjective intimate is íntimo/a, which is indeed derived from the ‘right’ word, namely the Latin adjective intĭmus. The meanings of Eng. intimate and Sp. íntimo are very close, however, as we shall see. We say that these words are paronyms and not cognates because their source is not exactly the same source-word, but closely related ones.

The Latin adjective intĭmus (fem. intĭma, neut. intĭmum) meant ‘inmost, innermost, most secret, most profound, most intimate’. This adjective was originally a superlative of the Latin adverb intus ‘within, inside’, which is derived from the preposition in ‘in’ (for more on Latin comparatives and superlatives, see X). The Latin adjective intĭmus used as a noun meant ‘close friend’.

As we said, Lat. intus was an adverb derived from the preposition in and the ablative termination -tus. It meant ‘on the inside, within’, but also ‘to the inside, into, within, in’ and even ‘From within’ (L&S). Latin intus has left no descendants in Romance languages and, contrary to all appearances, it is not related to English into, which is a combination of the prepositions in and to. Actually, the Latin preposition in (source of Spanish en) and the English preposition in, are related, since they both descend from a Proto-Indo-European preposition that has been reconstructed as *h₁én (same meaning). (It was *in in Proto-Germanic, giving us German and Dutch in, and Danish and Norwegian i. Other cognates of these prepositions are Irish i, Welsh yn, Ancient Greek ν (en), and modern Greek εν (en).

The Latin root int‑ of the adverb intus is also found in the Latin verb intrāre ‘to go or walk into, to enter’, the source of the cognates Sp. entrar (patrimonial) ~ Eng. enter (loan from French). Actually, this verb was derived from the preposition intrā ‘within, inside; during’. This intrā comes from an earlier *interus, which is also the source of Lat. interior, source of Eng. interior ~ Sp. interior. The ultimate source of this word is Proto-Indo-European *h₁énteros ‘inner, what is inside’ (note that despite the similarity, this is not the source of Sp. entero ‘whole’, which comes from Lat. integrum, accusative wordform of Lat. integer ‘complete, whole, intact’; cf. learned Sp. íntegro ‘whole, entire, etc.’). (Eng. entire comes from the same Latin source. It is a loanword from patrimonial French entier, with the same meaning. Eng. integer, meaning primarily ‘a whole number’, is a loanword from this Latin word and its Spanish equivalent is número entero.)

Lat. intus is cognate with Ancient Greek ντός (entós) a preposition/postposition and adverb meaning ‘within, inside’. The ancestor of both of these words has been reconstructed as Proto-Indo-European *h₁éntos, from Proto-Indo-European *h₁én, the source of Lat. in, as well as Eng. in. Lat. in is, of course, the source of Sp. en ‘in’.

Lat. *interus, the source of Lat. intrā and interior, was cognate with the Greek adjective *ντερος (énteros) ‘inside’. Greek converted the neuter form of this adjective, ντερον (énteron), into the Greek word for ‘intestine’. In New Latin medical terms, the combining forms of this word, enter‑ and entero‑, are used in dozens of medical terms such as gastroenterology, the name of ‘the branch of medicine dealing with the study of disorders affecting the stomach, intestines, and associated organs’ (AHD).

The word for ‘intestine’ in Latin has a similar, though not totally analogous source. The word in Latin was Lat. intestīnum ‘an intestine, a gut’, which is the source of the cognates Eng. intestine [ɪnˈtɛstɪn ] ~ Sp. intestino. Actually, the word was typically used in the plural, intestīna, meaning ‘the intestines, entrails, bowels’ (L&S). The Latin word intestīnum is a conversion from the neuter form of the adjective intestīnus/a/um ‘inward, internal’ (int‑est‑īn‑us). The cognate adjectives Eng. intestinal [ɪnˈtɛstɪnəl] ~ Sp. intestinal come from medieval or modern Latin intestinālis, an adjective derived from the noun intestīnum by means of the third declension adjectival suffix ‑āl‑(is). The word intestine was borrowed into English probably in the late 16th century. The Spanish word intestino is attested in the mid-13th century as entestinos, and as estentinos in a Leonese source of the same time, which means that intestino is probably a semi-learned word. Note that the descendants of  Lat. intestīnum are also often used in the plural: Eng. the intestines & Sp. los intestinos.

The exact derivation of Lat. intestīnus from the adverb intus is not clear. Besides the morpheme int‑ we can detect the adjectival suffix ‑īn  and the inflection ‑us. However, the source of the middle part ‑est‑ is lost in time. By the way, the word for ‘intestine’ in Old English was hrop, the ancestor of the Modern English word ‘rope’. To this day, rope is a dialectal word in English for ‘a gut, entrail, or intestine, esp. of an animal or bird. Chiefly in plural’ (OED).

We should also mention that the adjective from which the Latin source of Eng. intestine and Sp. intestino was derived has also been borrowed by these two modern languages, though it is a fancy word not known to all speakers. Actually, many dictionaries do not even mention this sense. The AHD defines the adjective intestine as ‘Internal; civil’ and gives as an example the intestine affairs of the nation. Spanish too has the adjective intestino/a with the same meaning as its English cognate. The DLE defines this word as ‘interior, interno’ and ‘civil, doméstico’ and María Moliner adds that this adjective is only used with the nouns such as discordia, querella, or lucha as a synonym of interno, giving us the example un país arruinado por las discordias intestinas ‘a country ruined by internal discord’.

As we said, the Spanish paronym of the English adjective intimate is the adjective íntimo, which is first attested in the mid-15th century and which first appeared in a dictionary in 1607, namely in Tesoro de las dos lenguas francesa y española by César Oudin. We know that French borrowed this Latin word in the second half of the 14th century, so it is quite likely that it entered Spanish through French. Notice that this word first appeared in a dictionary in one for French and Spanish. And it would not be too risky to venture to guess that Eng. intimate is a modified loanword from the French word as well, since it is not attested until the middle of the 17th century.

Note that the meanings and uses of Eng. intimate and Sp. íntimo are very similar but not identical. The most common nouns that are found in collocation with this adjective are amigo, as in amigo íntimo, which can translate into English as intimate friend, but (very) close friend is probably a better translation. Sp. íntimo is also used to refer to diaries, as in diario íntimo, and the best translation for this expression is probably private diary, not intimate diary. Eng. private is also probably the best translation of íntimo in the collocation vida íntima, as in mi vida íntima ‘my private life’. Spanish-English dictionaries do tell us that íntimo may translate into English as intimate when talking about a feeling, an emotion, an atmosphere (Sp. ambiente), or a secret. In the context of friendship, close or very close are usually the best translations, as we saw. There are yet more possible translations. So, for example, una cena íntima might best be translated as a romantic dinner.

As for the ways to translate Eng. intimate into Spanish, some dictionaries say that íntimo is usually the most general translation, as shown by the following examples (collocations): detalles íntimos for intimate details and restaurante íntimo for intimate restaurant. However, as we have seen, these are not always the closest of friends since there are alternatives which may be more accurate translations or more common collocations. In the context of (intimate) links or associations, estrecho is recommended as a translation (in addition to íntimo) and in the context of (intimate) knowledge, profundo is one alternative (OSD). An alternative translation of the collocation have intimate knowledge of something is conocer algo a fondo (Harrap’s).

As for the English collocations to be intimate with somebody and to be on intimate terms with somebody, the OSD recommends the translations tener intimidad con alguien and ser íntimo de alguien, respectively. However, the former is an expression that often has sexual connotations and then the expression is probably best translated as tener relaciones (sexuales) con alguien.

Eng. intimate can also be used as a noun with the meaning ‘a close friend or confidant’ (AHD), though this use is rare. This meaning developed in the mid-17th century. It can translate into Spanish a íntimo/a (‘amigo de confianza’, Clave), as in A la celebración solo fuimos los íntimos (Clave), but this noun is also rare in Spanish. An alternative translation of this noun is allegado/a (Harrap’s).

Eng. intimate ~ Sp. intimar


We said that the English adjective intimate looks like it comes from the passive participle intĭmātus of Latin verb intĭmāre ‘to make known, announce, etc.’ but actually has the meaning of the Latin adjective intĭmus. As we mentioned earlier, it seems like whoever borrowed the Latin adjective intĭmus changed its form by adding the ending ‑ate to it. After all, French and Spanish borrowed intĭmus as intime and íntimo. In other words, it is a bit odd to say that Eng. intimate comes from the passive participle intĭmātus or the verb intĭmāre, although that is what it looks like on the surface.

Actually, English has also borrowed the Latin verb intĭmāre and, as usual, it has borrowed it using the Latin verb’s passive participle form intĭmātus. As usual, English has done this by changing the Latin ending ‑tus to ‑te for reasons that we have seen elsewhere (cf. Part I, Chapter 5). Thus, in English we have a homograph of the adjective intimate, namely the verb intimate, which is pronounced [ˈɪntɪmeɪ̯t] as opposed to [ˈɪntɪmət]. (Because the two words are pronounced differently, they are not homophones or homonyms.) One dictionary defines this rather fancy and uncommon verb as ‘state or make known’, with the sub-sense ‘imply or hint’ (COED). Two examples of this word in context are: She had already intimated to me her wish to leave and He intimated, politely but firmly, that we were not welcome (LDCE). The meaning of this English verb is closely related to the meaning of the Latin source verb.


As we saw earlier, the post-classical transitive Latin verb intĭmāre meant literally ‘to put or bring in(to)’. Figuratively, it meant something like ‘to make known, announce, notify by legal process’ (OED). The verb was derived from the adjective intĭmus that, as we saw, meant ‘inmost, innermost, most intimate’.

The Spanish cognate of the English verb intimate is the also learned intimar, as we would expect. However, the two verbs are false friends. The meaning of the Spanish verb intimar is closely related to that of the adjective íntimo, to the extent that is would seem that Sp. intimar was derived in Spanish out of the adjective and not a loanword from Latin intĭmāre. The main sense of Spanish intimar (con) is ‘to become close (to)’, ‘cosy up to/with’ (Sp. ‘establecer con alguien una relación de confianza y amistad’, DPD; ‘entablar una amistad íntima’, Clave).

Sp. intimar does have a secondary and much less common sense that is closer to the meaning of Lat. intĭmāre, though it is not identical. This meaning is something like ‘to call on’. An example sentence with this verb having this meaning is Le intimó que moderase sus palabras ‘She called on him to moderate his language’ (OSD). This meaning of intimar is not the same as that of the English verb intimate but at least it shares with it that it is a verb of communication.

Eng. intimacy and Sp. intimidad


Both English and Spanish have nouns derived from the adjectives Eng. intimate ~ Sp. íntimo, namely the also paronyms Eng. intimacy and Sp. intimidad. Both of these words were created in the modern languages and are not really loanwords from Latin, although the parts are definitely Latinate in both languages.

Eng. intimacy was created in English in the mid-17th century out of the adjective intimate, minus the ‑(a)te part, and the Latinate suffix ‑cy that means ‘the state or quality of being something’, as in the noun accuracy, derived from the adjective accurate (LDCE). As we can see, the pair accurate ~ accuracy has the same pattern as intimate ~ intimacy. Other pairs of words showing the same pattern are candidate ~ candidacy and pirate ~ piracy. Note that words ending in ‑cy are not always derived from adjectives ending in ‑ate, however, e.g. infant ~ infancy, occupant ~ occupancy, expedient ~ expediency, lunatic ~ lunacy, aristocrat ~ aristocracy, and normal ~ normalcy.

English borrowed the ending ‑cy (spelled ‑cie in Middle English) from Old French ‑cie and ‑tie, which descend from Latin ‑cia and ‑tia, respectively, which consisted of the stem ending ‑c or ‑t plus the abstract noun ending -ia. Actually, these Latin suffixes were loanwords from Greek κια (-kia), -τια (-tia). The equivalent of this suffix in Spanish is the semi-learned ‑cía or ‑cia, depending on the source of the word and the time of its adoption (cf. Chapters 5 and 8).

As for Sp. intimidad, this noun is transparently formed with the stem intim‑ of the adjective íntimo and the Latinate suffix ‑idad, a cognate of the English suffix ‑ity. (The source for both endings is the Latin ending ‑i‑tāt‑em, the accusative form of the suffix ‑i‑tas, where the ‑i‑ was a linking vowel.) The noun intimitas is not attested in Latin, however, so this word must have been created in a Romance language. Sp. intimidad is first attested in a dictionary in 1721 and it is found also in the first edition of the RAE’s dictionary in 1734. However, French has a  cognate of this word, namely intimité [ɛ̃timite], which is first attested in 1684. Thus, it is quite likely that Spanish calqued this word from French, just changing the ending ‑ité for its Spanish equivalent (cognate) ‑idad.

The noun intimacy can be defined as ‘the condition of being intimate’ (AHD) or ‘an intimate quality or state’ (MWALD). The latter definition is expanded in the dictionary by giving some types of intimacy: (1) ‘emotional warmth and closeness’, as in the phrases the intimacy of old friends, the intimacy of their relationship, and a fear of intimacy; (2) ‘a quality that suggests informal warmth or closeness’, as in The band liked the intimacy of the nightclub; (3) ‘sexual relations’, as in sexual/physical intimacy; and (4) something that is very personal and private, usually in the plural, as in They shared intimacies about their private lives (MWALD).

English-Spanish dictionaries give intimidad as the best translation of Eng. intimacy, in particular for the first two sub-senses that we just mentioned (1 and 2 above). As for the other two, when intimacy is used for sexual relations (sense 3), relaciones íntimas, relaciones sexuales, or simply relaciones may be the best equivalent expression. When intimacy is used with the meaning ‘something very personal and private’ (sense 4), in particular a confession, Spanish may use comentario íntimo, for example (Harrap’s).

The word intimacy has become quite common in some parts of American popular culture, with a meaning that corresponds to senses (1) and (2) above. The Spanish equivalent intimidad probably cannot be said to be as common and many Spanish speakers would not understand it as used in translations of English phrases containing the word intimacy. That said, it is probably that many English speakers do not really understand English expressions with the word intimacy as used by some speakers in recent times, men in particular.

Some unrelated words that look related


Finally note that not all words that begin with int- are related to the words that we just saw. For instance, Lat. intus and intimus are not related to the Latin preposition inter that meant ‘between, among’ and ‘during, while’. This preposition is the source of Sp. entre and the learned Latinate prefix inter in English and Spanish, as in the cognates Eng. international ~ Sp. internacional.

These Latin words are also not related to the cognate verbs Eng. intimidate and Sp. intimidar. These verbs are loanwords from Medieval Lat. intimidāre ‘to make afraid, cause to be afraid’ which was formed from the Latin prefix in ‘in’ and the adjective tĭmĭdus ‘afraid, timid’ (fem. tĭmĭda, neut. tĭmĭdum). This verb is first attested in English in the mid-17th century. The Spanish verb intimidar first appears in a dictionary in 1617 and it is found already in the DRAE’s first edition of 1734. These words’ French cognate, intimider, is first attested in 1515, so it is quite likely that its Spanish and English cognates are really copies of the French word. The French adjective timide from Lat. tĭmĭdus is first attested in 1518. English timid is first attested in the mid-1500s. Sp. tímido is attested in the late 1400s (in La Celestina), so this word is not likely to have come through French. Still, there is no doubt that it is a loanword and not a patrimonial word or we would have expected this Latin word to have undergone several sound changes, resulting in something like *tendo, not tímido.

The Latin adjective is related to the verb tĭmēre ‘to be afraid, fear’, source of patrimonial Sp. temer (same meaning). This is a second conjugation Latin verb with no passive participle or passive forms. Its principal parts are thus timeō, timēre, timuī. The adjective tĭmĭdus meant ‘fearful, afraid, faint-hearted, cowardly, timid’ (L&S) and it  is derived from the verb’s stem tĭm‑ plus de first/second declension adjective-forming suffix ‑ĭd‑ that meant ‘tending to’ (‑ĭdus, ‑ĭda, ‑ĭdum). Sp. temer is a patrimonial verb. It is also found in all Romance languages, except in French, curiously, so it is not strange that English does not have a cognate either.

Of course, Lat. tĭmĭdus is the source of the cognates Eng. timid ~ Sp. tímido. These adjectives are close friend, except that Sp. tímido/a is the main word that also translates Eng. shy, which is usually the best translation of Sp. tímido. When tímido does not refer to a person but to a welcome or some other action, its best translation into English is half-hearted, tepid, or lukewarm. Eng. timid always refers to a person and its best translation is tímido, though another option is timorato when timid has negative connotations of disapproval, and huraño, when referring to animals that are not friendly to humans. Sp. timorato is a learned loan from Lat. timōrātus ‘full of reverence towards God, devout’ (L&S).

Latin had a derived noun from the adjective tĭmĭdus to name the condition of being shy, namely tĭmĭdĭtas that meant ‘fearfulness, cowardice, timidity (a favorite word of Cic.)’ (L&S). This word was borrowed into English as timidity. The Spanish equivalent of this word is timidez, which seems to have been derived in Spanish out of the adjective tímido by means of the patrimonial suffix ‑ez that descends from the Latin suffix ‑ĭtĭ‑em which was similar in meaning to the suffix ‑ĭ‑tas (‑ĭtĭ‑em is the accusative form of ‑ĭtĭ‑es; cf. Part I, Chapter 5). Note that a learned version of this noun, timididad, is attested in the late 15th century, but it never caught on and replace timidez (Corominas).

Friday, April 12, 2019

Greek letters in the names of fraternities and honor societies

[This entry is an excerpt from Chapter 52, "The names of fraternities and honor societies", of Part II of the open-source textbook Spanish-English Cognates: An Unconventional Introduction to Spanish Linguistics.]

The most basic and general meaning of the word fraternity is ‘a group of people sharing a common profession or interests’ (COED), sort of like a social club. Modern fraternities developed from the medieval artisan guilds. However, in the United States, the word fraternity is used nowadays primarily to refer to ‘a male students’ society in a university or college’ (COED), in particular one that has a fraternity house (or frat house) where its members reside, a sort of glorified residence hall. Such societies have existed in the US since the 1770s. The word fraternity comes from Old French fraternite (Modern French fraternité), equivalent to the native English word brotherhood. It comes from Latin fraternitas ‘brotherhood’, a noun derived from the adjective fraternus ‘fraternal’, itself derived from the noun frater ‘brother’.

The female equivalent of a fraternity in US colleges and universities is a sorority, a name derived in recent times from the Latin word for sister, soror. The term sorority means ‘a society for female students in a university or college’ (COED) and it is only used in North America, since, as in the case of fraternities, this institution does not exist in other countries, even in the English-speaking world.
Figure 229: The Kappa Kappa Gamma chapter house at the University of Illinois [i]

Not all universities in the US have fraternities or sororities, however. And although fraternities and sororities are often associated with Ivy Leage schools, it is not the case that only they have them. Public colleges and universities typically do not have fraternities. For example, Salem State University does not have fraternity houses, though it does have some student organizations that are considered ‘fraternities’ in some sense, at least on its University website, though they are more like clubs. Two of these are ‘men’s organizations’, namely Alpha Sigma Phi and Sigma Alpha Epsilon, and two are ‘women’s organizations’, Phi Sigma Sigma and Theta Phi Alpha.[ii]

University fraternities in the US are known for using Greek letters in the names, which is why their members are sometimes known as Greeks. A fraternity may have chapters in different universities. The ten largest fraternities in the US are the following, with the number of members and number of chapters: Sigma Alpha Epsilon, 304,000 and 246; Sigma Chi, 300,000 and 246; Sigma Phi Epsilon, 289,000 and 234; Lambda Chi Alpha, 280,000 and 218; Tau Kappa Epsilon, 265,000 and 290; Pi Kappa Alpha, 240,000 and 220; Sigma Nu, 225,000 and 184; Beta Theta Pi, 183,769 and 138; Alpha Tau Omega, 181,000 and 141; and Alpha Phi Alpha, 70,000, 796.[iii]

Modern university fraternities started as (academic) honor societies and their Greek-letter names have that origin as well. An honor society is ‘a society for the recognition of scholarly achievement especially of undergraduates’ (MWC).[iv] One such honor society is Phi Sigma Iota, the International Foreign Language Honor Society which includes “modern foreign languages, but also Classics, Linguistics, Philology, Comparative Literature, Bilingual Education, Second Language Acquisition and other interdisciplinary programs with a significant foreign language component”.[v] Phi, Sigma and Iota are the Latinized names of the Greek letters Φ (Phi), Σ (Sigma), and Ι (Iota), as we will see in some detail below.

Two other well-known honor societies are Beta Beta Beta, for biology, known for its initials ΒΒΒ, and Beta Kappa Chi, for natural sciences and mathematics, known for the initials ΒΚΧ. (Note that the upper-case versions of these letters in these two names are identical to the Latin alphabet letters. This is not surprising, since the Latin alphabet is derived from a version of the Ancient Greek alphabet. The lower-case version of Greek Β is β, and of Κ is κ, and of Χ is χ.) In the field of language, in addition to Phi Sigma Iota, there is also an honor society for Literature of all Languages called Lambda Iota Tau (ΛΙΤ). A few honor societies only contain only two Greek letters in their names, such as Psi Chi (ΨΧ) for psychology or Kappa Pi (ΚΠ) for art. In all, there are 68 honor societies associated in the Association of College Honor Societies (ACHS).[vi]

To understand the use of Greek letter names in the names of these honor societies and fraternities we need to understand first of all the importance of classical languages in education prior to the 19th century. Until the early 1800s, higher education in the West involved primarily the study of Classical Latin and Ancient Greek. Students were required to have studied Latin for many years before they could even apply to enter a college or university to get an undergraduate education where Latin figured prominently. In college, Ancient Greek was considered to be even more prestigious than Latin, since even the Romans, the original speakers of Latin, considered Greek culture and language to be the pinnacle of civilization and borrowed copiously from the Greeks. But whereas Latin was a major subject in high school for the few planning to go to college in those days, one had to go to a university in order to learn Greek. These two classical languages and the study of “the classics”, that is to say, “the works of ancient Greek and Latin writers and philosophers” (COED), was central to higher education before the development of the modern sciences.

By the way, Ancient (Biblical) Hebrew was another language that was often added to this language mix at the university, typically only after one already knew Latin and Greek well. The reason for the importance of Hebrew is that this was the language of the Christians’ Old Testament, what for the Jews is the Hebrew Bible or Tanakh, and religion was immensely important in those days before the expansion of modern sciences to universities.[vii]

Many of the older Ivy League universities have words in their crests or logos in one of those classical languages. Thus, for instance, the “crest or arms” for Harvard University, which was founded in 1636, contains a shield, three books, and the word the single Latin word veritas, which means ‘truth’. There have been two other mottos for Harvard University in the past, both in Latin: In Christi Gloriam ‘For the glory of Christ’ and Christo et Ecclesiae ‘For Christ in the Church’, but Veritas seems to have been the earliest one and it is also the current one.

The official motto of Yale University, founded in 1702, which appears in the university logo, is actually in Hebrew, namely אורים ותמים which is transliterated into the Latin alphabet as Ūrīm wə-Tummīm. It is a phrase from the Hebrew Bible, found in the breastplate worn by the High Priest. It has been translated as Lights and Perfections or Light and Truth. The official crest of Yale University also has a Latin version of this logo, Lux et Veritas ‘light and truth’, added for good measure, as you can see below.

As we mentioned earlier, honor societies—and thus fraternities—came to be characterized by names containing Greek letters, typically three of them. The first honor society to use Greek letters in its name was the Phi Beta Kappa Society, an academic honor society founded in 1776 at the College of William and Mary. Instead of choosing a Latin motto, like most other such academic organizations did at the time, they chose the Ancient Greek motto Φιλοσοφία Βίου Κυβερνήτης, which is transliterated into Latin script as Philosophía Bíou Kybernḗtēs. This phrase translates into English as Philosophy is the Guide of Life. This three-word phrase was abbreviated by using the first letters of the words in this phrase, ΦBK, transliterated into Latin as Phi Beta Kappa, and eventually that became the name of the honor society.

Other organizations started imitating Phi Beta Kappa’s naming format, resulting in numerous other honor societies with Greek letters in their names. At first, these societies were elite academic organizations or societies at colleges and universities, and their three letter names stood for actual mottos, as in the case of Phi Beta Kappa. Such societies came to be called fraternities after the Latinate word fraternity, as we saw earlier. The first all-female societies were known as female fraternities, though later they came to be known as sororities. Fraternities and sororities are also known as Greek letter organizations (GLOs).

As we just said, originally fraternities were more like social clubs, literary societies, and honor societies, from which they had developed. Eventually, some of these societies came to have buildings or residential houses where their members resided while attending college. That was the origin of fraternities as we know them today. The first one such fraternity house is believed to have been the chapter of Alpha Delta Phi at Cornell University, in the late 1800s.

As we saw, it wasn’t until the mid-to-late 19th century, when the study of Ancient Greek and Latin ceased to be a major part of higher education, that the use of Greek letters in the names of these Ivy League schools’ social organizations or fraternities really took off. Eventually, the Greek-letter names of the new societies did not really stand for anything or represent a motto like they did in the case of Phi Beta Kappa, though in some cases words were derived from the letters in the names after the fact. Note that not all honor societies and fraternities are named this way, though most of them are. Some societies that started with other names, such as Adelphean Society, founded in 1851 at Wesleyan, a women’s college in central Georgia, was later renamed Alpha Delta Phi.

Let us go back now to the name Phi Sigma Iota, the main honor society in the US for students of foreign languages. This society was created in 1922 and currently has 161 chapters and over 40 thousand members, some of them at Salem State University. It is not clear that those Greek letters stood for anything in the beginning, but eventually they came to stand for the words φῐλότης (philótēs), meaning ‘friendship, love, affection’, σπουδή (spoudḗ), meaning ‘zeal; haste; earnestness’ (and in Modern Greek, ‘education’), and ῐ̓δῐ́ωμᾰ (idíōma) meaning ‘peculiarity, specific property, unique feature’ in Ancient Greek.

Speakers of Spanish will recognize this last word as being the word for ‘(foreign) language’ in this language and in other languages, such as English, this word has come to have meanings related to language as well. In later versions of Greek, ιδίωμα (idíoma) came to mean ‘dialect (language variety)’and ‘idiom, peculiar phrase’, in addition to ‘peculiarity, habit’. This Greek word was borrowed into Latin as ĭdĭōma with the first two of these meanings, namely ‘a peculiarity in language, an individual’s peculiar form of speaking’ and also ‘phrase with a peculiar meaning or idiom’. The English word idiom, borrowed from Latin through French, still has those two meanings, though the second one is more common.


In Spanish, the word was borrowed from Latin some 500 years ago as idioma, with the same meanings, but eventually it came to be used for ‘the language of a nation’, synonymous with lengua ‘language’, which also means ‘tongue’. However, the Spanish word idioma is typically only in the context of foreign languages. So children in Spanish-speaking countries take classes of lengua española ‘Spanish language’ but of idiomas extranjeros ‘foreign languages’.

Let us look at the three letters of the name Phi Sigma Iota. In Archaic and Classical Greek, the letter Phi (ϕε in Greek), written uppercase Φ and lowercase φ or ϕ, was pronounced like an aspirated P, much like the English P in the word pan. This letter came to be pronounced as our F in the later part of Classical Antiquity, in Koiné Greek, the Greek used in the eastern Mediterranean at the beginning of our era as a lingua franca when the Romans took over this region. The Romans did not have the aspirated P sound. The Latin letter P represented the sound of an unaspirated P, like the Greek π (pi), and like the P in the Spanish word pan, the Italian word pane, or the French word pain, all of them meaning 'bread'.

The Romans borrowed many words from Greek that had this letter, and rather than borrow the letter itself, as they did with other Greek letters that did not exist in Latin, they transliterated it into their alphabet as PH. English has borrowed many of these Greek words from Latin too. Actually, any English word that has PH in it, from photography to physics, ultimately comes from Greek (usually through Latin). In English, we pronounce PH in such words like an F, of course, the way Phi came to be pronounced in Koiné Greek. Spanish also borrowed many of the same words, but in the 19th century it was decided to change the PH spelling of these words to F, for the sake of consistency. Hence photography in Spanish is fotografía, and physics is física. The letter is known in English as Phi, pronounced like fye, though in the name of the honor society, the more common pronunciation is like fee.

The Greek letter Sigma (σίγμα) had the upper-case form Σ and two possible lower-case forms, σ and ς (the latter is used only in word-final position and the former, elsewhere). In Hellenistic times, a stylized version of these letters was used, which look like the Latin letter C: upper-case C and lower-case c. This is the source of the letter for the s sound in the Cyrillic alphabet used in Slavic countries such as Russia and Bulgaria which was derived from the Greek alphabet. Greek Σ was equivalent in sound to the Latin letter S.

Finally, the Greek letter Iota (ιώτα) was (upper-case) Ι or (lower-case) ι, was fully equivalent to the Latin letter I. Note, however, that the lower-case Greek ι did not have a dot, and neither did the Latin I. The dot would not become part of the letter I in languages with the Latin alphabet either until much later in the 11th century as a way to distinguish the I’s stroke from other letters’ strokes in cursive. A variant of this letter would much later become a separate letter, namely J. The name of this letter in Spanish is jota, which comes from the Greek name Iota.

Tuesday, December 11, 2018

Eng. jubilation ~ Sp. jubilación

[This entry is an excerpt from Chapter 50, "Eng. jubilation and Sp. jubilación", of Part II of the open-source textbook Spanish-English Cognates: An Unconventional Introduction to Spanish Linguistics.]


The cognates Eng. jubilation ~ Sp. jubilación


The words Eng. jubilation ~ Sp. jubilación are cognates, since they both come from the Latin noun iūbĭlātĭo, or actually form this word’s regular stem iūbĭlātĭōn‑, which meant ‘wild shouting of joy, etc.’, that is, the outward expression of a feeling of joy. The meanings of Eng. jubilation ~ Sp. jubilación are quite different, however, which makes them false friends. Whereas the meaning of Eng. jubilation is quite close to that of the original Latin word, Sp. jubilación actually means ‘retirement’.
Figure 229: Retired Picnic at Otford Lookout, Australia[1]

Eng. jubilation [ʤu.bɪ.ˈleɪ̯.ʃən] is attested in writing as early as the late 14th century, as a loanword from Old French, which borrowed it from Latin probably in the 12th century, when it is first attested as jubilaciun. In the first record that we have of this word in English, it was spelled iubilacioun. Modern French jubilation [ʒy.bi.lɑ.sjɔ̃] also has the same meaning that its Latin ancestor had and that its cognate jubilation has in English.

Some dictionaries say that Eng. jubilation has the same meaning as the Latin source word, namely ‘an expression of joy’, e.g. ‘loud utterance of joy, exultation, (public) rejoicing; an expression of exultant joy’ (Shorter Oxford English Dictionary). Most dictionaries mention that the word can also mean the feeling, as in ‘a feeling of or the expression of joy or exultation’ (Random House Webster's Unabridged Dictionary). Actually, some verbs only mention the feeling and not its expression as the meaning of this word in English. Curiously, some dictionaries only mention the feeling in their definitions of jubilation, e.g. a feeling of great happiness because of a success’ (Oxford Advanced Learner's Dictionary)

Sp. jubilación [xu.βi.la.ˈθ/si̯on] is not attested in writing until the late 16th century, though the verb from which it is derived is attested at least a hundred years earlier (see below), but still much later than its French cognate. As we said, now jubilación means simply ‘retirement’, that is, the act of retiring, or the condition of being retired from work-life. The Clave dictionary defines jubilación as ‘definitive retirement from a job, generally for having reached the age determined by law or for suffering a physical disability’, as in ¿Cuándo es tu jubilación? ‘When is your retirement’ or ‘When does your retirement start?’. This meaning seems to have been the meaning of Sp. jubilación since it was first borrowed and the reason seems to be a confusion that arose between this word and an unrelated word jubileo ‘jubilee’, as we will see later on.

The source verb for these nouns


As is the case with all the cognate nouns that end in Eng. ‑tion and Sp. ‑ción, they come from Latin nouns that had the suffix ‑ĭōn‑ that was used to derive action nouns from verbs. The suffix attached itself to the stem of the passive participle form of the verb, which in the case of regular verbs was formed by adding the suffix ‑t  to the basic stem of the verb. That explains why most words that end in Eng. ‑ion also have a t before that ending. In Spanish, most nouns that end in ‑ión, have a ‑c‑ before it, not a ‑t‑, which is due a medieval spelling adaptation (cf. Part I, Chapter 10, §10.4.3.3). (Another common letter before this ending is ‑s‑, as in Eng. vision ~ Sp. visión, which is the result of a sound change that took place in Latin when two t’s or a d and the t of the suffix came together, cf. Chapter 8, §8.4.3.1.3.)

The Latin noun iūbĭlātĭōn‑ ‘a shouting of joy, cheer, etc.’ was derived from the passive participle stem iūbĭlā‑t‑ of the verb iūbĭlāre that meant ‘to sing or shout joyfully’, ‘to cheer’, ‘to halloo, huzza’ (iūbĭl‑ā‑re, iūbĭl‑ā‑t‑ĭōn‑). The Latin verb iūbĭlāre presumably comes from an exclamation of joy in the ancestor language which has been reconstructed as * ‘yeah!’.

English has borrowed this verb as to jubilate ‘to rejoice; exult’, though it is quite fancy and rare. It is first attested in the 17th century and it no doubt comes from Latin, from the passive participle wordform iūbĭlātus of the verb iūbĭlāre. In its first attestation in 1604, it was used with the meaning ‘to make glad, to rejoice’, as in iubilating the heart with pleasure (OED), but this meaning is now obsolete. A few decades later, this verb is found being used intransitively with the meaning ‘to utter sounds of joy or exultation; to make demonstrations of joy; to rejoice, exult’ (OED). Some dictionaries mention a new, more recent secondary meaning for this verb, namely ‘to celebrate a jubilee or joyful occasion’, thus perpetuating a connection of this word with the word jubilee which is not related to it etymologically, as we shall see below (Random House Webster's Unabridged Dictionary). Note that there is also a noun jubilate in English, pronounced [ʤuːbɪˈleɪ̯tiː/ or [juːbiːˈlɑːteɪ̯] used by some Christian denominations with different meanings.)

In Spanish, also has a verb derived to the noun jubilación, namely jubilar which is obviously a loanword from Lat. iūbĭlāre and thus a cognate of Eng. jubilate. But, as in the case of the noun, the verb jubilar, which is a transitive one, means primarily ‘to retire’, as in ‘to declare an employee to be retired from his work activities due to having reached the legal retirement age or due to illness, and receiving a pension’ (María Moliner).[a] This verb is mostly used reflexively, as jubilarse, which is how Spanish makes transitive verbs intransitive, meaning ‘to reach retirement’ (the Academies’ Diccionario de la lengua española).[b]

Sp. jubilarse and retirarse and Eng. retire


The Spanish verb jubilarse is somewhat equivalent to English verb retire and the Spanish noun jubilación is somewhat equivalent to the English noun retirement. Eng. retire is a 16th century loanword from Fr. retirer, a transitive verb meaning ‘to draw back; to withdraw (something)’. English retire is attested by 1533 and it was originally only transitive. It was first used in the military context, said of troops and meaning ‘to fall back or give ground’, much like retreat. Soon thereafter the verb is attested with the intransitive meanings ‘to move back or away’, ‘to retreat to a place for seclusion, security, or privacy’, and a few decades later, ‘to go to bed or rest’ (OED).  By the middle of the century it was being used transitively to some extent, such as with the sense of ‘to pull back troops’. The sense ‘to leave office, employment, or service permanently, now esp. on reaching pensionable age; to stop working’ started by the year 1600 (OED). Originally, this sense seems to have started to refer to soldiers who left the service.

The French verb retirer seems to have been formed in French out of the verb tirer ‘to pull’ and the prefix re‑ ‘back; again’. Fr. retirer is first attested in the mid-12th century. The verb tirer seems to be much older, but its origin is uncertain. It is found in all Western Romance languages. Some think it may be a Germanic word, one related to patrimonial Eng. tear (DCECH).[c] Modern French tirer means ‘to pull, to drag’ and ‘to draw, to tow’, but also ‘to shoot, set off, send off’. It is thus, a close friend of its Spanish cognate tirar, which is also found very frequently in the earliest Old Spanish writings. Also, from very early on, Sp. tirar had the derived meaning ‘to take out, take away, throw out’, the ancestor of the still current additional meanings of tirar ‘to shoot’, ‘to throw’, and ‘to throw away’, which are quite old as well.

There are quite a few Spanish words derived from this verb, such as tiro ‘shot’, tirador ‘shooter’, tirante ‘adj. taut, tight, tense; n. strap, suspender’, tirorear ‘to shoot repeatedly’, tiroteo ‘shoting, exchange of shots’, estirar ‘to stretch’, estirón ‘pull, jerk, tug’. Another related word is retirar, which first appears in the latter part of the 16th century, much later than in English, and it is thus quite likely that Spanish too got this word through French. Related to this verb are the adjective retirado/a ‘remote, secluded, out-of-the-way’ as well as ‘retired’, which is derived from the past participle of the verb, and the converted noun retiro ‘retreat’ as well as ‘retirement’.

Note that the meanings of Sp. jubilarse and Eng. retire are quite close but are not identical, just like the related nouns Sp. jubilación and Eng. retirement are not the same. In Spanish, jubilarse and jubilación strongly imply that one has reached normal retirement age and receives a pension. Thus, it would be odd to use these words for a 30-year old professional soccer player who has stopped playing professionally. In English, we use the verb retire for that situation as well, however. In the case of the soccer player, or of anyone who stops practicing a profession early and does not necessarily receive a traditional pension, the verb jubilarse is not appropriate in Spanish. For that, Spanish uses the verb retirarse, a cognate of Eng. retire. The transitive version is, of course, retirar, Retiraron al futbolista tras el accidente ‘They retired the soccer player after the accident’.

Actually, some dialects of Spanish use the verb retirarse as a synonym of jubilarse (and retirar as a synonym of jubilar). Thus, the María Moliner dictionary tells us that jubilarse is equivalent to retirarse and jubilación is equivalent to retiro. The Academies’ dictionary, the DLE, which still has a strong bias towards the Spanish of Spain, however, does mention retirarse and retiro (and retirado), but avoids saying clearly that these words are equivalent to jubilarse and jubilación (and jubilado), while defining all of them in a somewhat circular manner.[d]

It seems that the verb retirarse and the noun retiro were first used to refer to the discharge of professional soldiers in the military and that from there, some dialects have come to apply it to other forms of cessation of gainful activities, instead of jubilarse and jubilación, probably under the influence of English. In dialects of Spanish that are more heavily influenced by English, such as the one spoken in the United States, only the term retirarse is common, not jubilarse. Speakers of these dialects may not even be aware of the existence of the words jubilarse and jubilación to talk about retirement, although the use of these words with those meanings goes back many centuries.

Related to the English verb retire is the noun retirement, pronounced in the US either [ɹə.ˈtʰaɪ̯.əɹ.mənt] or [ɹi.ˈtʰaɪ̯.əɹ.mənt], equivalent to Sp. jubilación and retiro. This noun is also a loanword from French, from the late 16th century. This noun was created in French out of the verb retirer in the early 16th century, with the suffix ‑ment that derived nouns from verbs. Originally, the term was used in the military context for the act of retreating or pulling back troops. This word is quite rare in French today, however. The way ‘retirement’ is expressed in Modern French is by the noun retraite, the source of Eng. retreat, and which can still mean ‘retreat’ in a military (and religious) context, but whose main meanings are ‘pension, superannuation’, and ‘retirement’. The equivalent of the English verb retire is prendre sa retraite when its retirement from a job.[e] The reflexive verb se retirer, equivalent to Sp. retirarse, is used for retirement from business or politics, for instance. The French equivalent of transitive Eng. retire is mettre a la retraite ‘to make someone retire’ (Sp. jubilar). Non-reflexive Fr. retirer is still used with the senses ‘to take off/away’, ‘to remove’, ‘to withdraw’, ‘to retire (troops)’, etc.

We should also mention that the verbs Eng. retire and Spanish jubilar(se) can have other senses besides the ones we have been discussing. For example, Eng. retire can have the (intransitive) meaning ‘to stop playing in a game, competition, etc., especially because of injury’, which in Spanish would be expressed with abandonar (el campo, etc.). Eng. retire can also have the rather formal sense of ‘to move to a different place’, as in He retired to the library to study (MWALD). There is even a transitive meaning of retire that can be defined as ‘to take (something) out of use, service, or production’, as in The Navy is retiring the old battleship (MWALD). Note that Spanish can use jubilar with a sense very similar to that last one, but only colloquially and in a somewhat humorous sense. One dictionary defines that sense of Sp. jubilar as ‘to stop using something because it is useless, old, or broken’ (DUEAE), as in the expression jubilar una camisa ‘lit. to retire a shirt’, i.e. ‘to stop using an old shirt’ (cf. Sp. ‘dejar de usar una cosa por inútil, vieja o estropeada’, DUEAE).

Finally, it is important to note that the practice of retiring from work and receiving a private or public pension or subsidy to live the rest of one’s years is a relatively recent one. Although this practice started in the 18th century, when people started to live longer, it was not established as part of public policy in the more advanced industrial countries until the late 19th and early 20th centuries, after hard-fought battles by the working class. The first country to adopt an official retirement policy was the Germany under Otto von Bismarck in 1883 in a maneuver against socialist demands. (Don’t forget that the country of Germany was only unified as a nation-state in 1871.) In the United States, retirement only became something sanctioned by the government with President Franklin D. Roosevelt’s Social Security Act of 1935.

Until recent times, the norm was for people to work until they could not do work anymore, which typically meant until they died. Of course, we have to keep in mind people used to die much younger than they do now since average life expectancy in Europe for men was about 35 years until the latter part of the 19th century. The closest thing to retirement that existed before recent times probably took place in the military, where ‘retirement’ often took place before one became too decrepit to fight wars, assuming one survived. Thus, it is not surprising that the words that English uses for retirement, retire and retirement, were first used in the military for the discharge of soldiers (Sp. licenciar). And in Spanish too, retirar and retiro were first used in the same military context, as we have seen. Actually, the practice of discharging soldiers after a certain period of service, often 20 years, was practiced since the time of the Romans. Also, at the end of that service, legionnaires received a bonus, sometimes in the form of land, to allow them to survive the rest of their days.

Eng. jubilee and Sp. jubileo


So how did these nouns Eng. jubilation ~ Sp. jubilación and their associated verbs come to have such different meanings? We know that it is the Spanish word that changed its meaning, since the meaning of the English word matches the meaning of the original Latin source word. Could the fact that retirement is often a cause for jubilation be the connection between the meanings of both words? Attractive as that connection might seem, we know that it is not fully accurate, though there may be a grain of truth to it. The matter is complicated, and the answer is to be found in another set of cognates, namely Eng. jubilee and Sp. jubileo.

Eng. jubilee, pronounced [ˈʤu.bɪ.li] or [ˈʤu.bə.li], is first attested in the late 14th century. According to one dictionary, the main meaning of this word is ‘a specially celebrated anniversary, especially a 50th anniversary’ and ‘the celebration of such an anniversary’ (AHD). The same dictionary also gives two other senses for this word, however: ‘a season or an occasion of joyful celebration’ and ‘jubilation; rejoicing’. Yet another meaning of the word jubilee is the word’s original meaning, namely ‘in the Hebrew Scriptures, a year of rest to be observed by the Israelites every 50th year, during which slaves were to be set free, alienated property restored to the former owners, and the lands left untilled’ (AHD). Finally, in the Catholic Church, the word jubilee came to have a related meaning, namely ‘a year during which plenary indulgence may be obtained by the performance of certain pious acts’. Since the end of the 14th century, a jubilee year traditionally came every 25 years.

Sp. jubileo [xu.βi.ˈle.o], which is already attested in the 13th century, only has the last two, religious meanings of its English cognate, namely the Hebrew one and the Catholic (indulgence) one, which can be defined as ‘plenary, solemn and universal indulgence granted by the Pope at certain times and occasions’ (Larousse). Crucially, this Spanish word does not have the ‘anniversary’ meaning that its English cognate has. The word is also used colloquially in some dialects of Spanish with the meaning ‘constant entering and exiting of people from a place’  ( ‘entrada y salida frecuente de muchas personas de un lugar’, DUEAE), as in the sentence Con el jubileo que había allí no es raro que los perdiéramos de vista ‘There were so many people going in and out that it is not surprising that we lost sight of them’. However, that meaning of the word jubileo is rare today and it is fair to say that most Spanish speakers probably have never heard it.

The direct source of Eng. jubilee and Sp. jubileo is the Late Latin adjective iubilaeus ‘of (a) jubilee’, which was also used as a noun from the shortening of the phrase iubilaeus annus ‘jubilee year, year of jubilee’. The ultimate source is the Hebrew word יובל‎ (yobēl/yovēl) that meant ‘ram, ram’s horn’, which is the original meaning of this word, and also ‘jubilee’ in the Hebrew sense mentioned earlier. Traditionally it has been thought that the ‘jubilee’ meaning of this Hebrew word is derived from the ‘ram’s horn’ one, due to the fact that the horn was used as a trumpet to announce the jubilee year, though some question that theory. In the Biblical Hebrew world,
The Jubilee (Hebrew: יובל yōḇel; Yiddish: yoyvl) is the year at the end of seven cycles of shmita (Sabbatical years), and according to Biblical regulations had a special impact on the ownership and management of land in the Land of Israel; there is some debate whether it was the 49th year (the last year of seven sabbatical cycles, referred to as the Sabbath’s Sabbath), or whether it was the following (50th) year. Jubilee deals largely with land, property, and property rights. According to Leviticus, slaves and prisoners would be freed, debts would be forgiven, and the mercies of God would be particularly manifest. (Wikipedia)[2]
This Hebrew word was borrowed into Biblical Greek as ώβηλος (iṓbēlos) ‘jubilee’. In classical times, many Jews used the Greek version of the Hebrew Bible, the Christians’ Old Testament, known as the Septuagint (Sp. septuaginta).[f] Also, let us not forget that the second part of the Christian Bible, known as the New Testament by Christians, was originally written in Koiné Greek.[g] The adjective derived from this noun in Greek was ωβηλαος (iōbēlaîos) ‘of a jubilee’. This Greek adjective was borrowed into Church Latin as the noun iūbilaeus, as we have seen, appearing already in the Vulgate, the western Christian Church’s original Latin translation of the Bible. From this Latin word come Eng. jubilee and Sp. jubileo, as well as French jubilé and Italian giubbileo, among others.

Hebrew
Greek
Latin
English
יובל‎ (yobēl/yovēl)
n. ἰώβηλος (iṓbēlos)



adj. ἰωβηλαος (iōbēlaîos)
adj./n. iūbilaeus
Eng. n. jubilee
Sp. n. jubileo

The fact that this Greek word was Latinized as iūbilaeus and not as iōbēlaeus as it should have, considering how Greek words were typically changed when they were borrowed, indicates that the word was contaminated from the very beginning by the already existing Latin verb iūbĭlāre, since the two words sounded very much alike and the two meanings must have seemed quite compatible to them. This association between these words is found also in all languages that have borrowed both of these words to a greater or lesser extent, such as the Romance languages and English, as we have seen. The connection of the two words in the popular imagination, faint as it may have been, may have had something to do with the final use of the Spanish noun jubilación to name the concept of retirement, as we shall see. Note that Sp. jubileo is attested in Spanish centuries before the appearance of the verb jubilar or the noun jubilación.

The idea of the jubilee was something very present in West European cultures since it acquired a new meaning beyond the Biblical one in the late Middle Ages in Catholic Christianity, the official religion of the Roman empire in the 4th century and of all of Western Europe until the Protestant Reformation in the 16th century. That is because in the year 1300, Pope Boniface VIII chose this word to refer to ‘a year of remission from the penal consequences of sin, during which plenary indulgence might be obtained by a pilgrimage to Rome, the visiting of certain churches there, the giving of alms, fasting three days, and the performance of other pious works’ (OED).

In the Roman Catholic Church, an indulgence was reduction in the amount of punishment that sinners must undergo for their sins, particularly atonement in Purgatory, by performing a deed, such as a pilgrimage or by donating money to the Church. The selling of indulgences by the Catholic Church was one of the main reasons for the Protestant Reformation in the 16th century.[h] The Catholic jubilee was originally to take place every 100 years, but the period between Catholic jubilees has been regularly shortened over time to 50 years, 33 years, and most recently 25 years, with ‘extraordinary jubilees’ being granted at any time by popes to the whole flock or only to certain cities or countries, in this case not necessarily for a full year.

In the English-speaking world, the word jubilee also came to be used since the late 14th century to refer to something else, namely ‘the fiftieth anniversary of an event; the celebration of the completion of fifty years of reign, of activity, or continuance in any business, occupation, rank or condition’ (OED). Eventually, different terms came to be used for different periods: golden jubilee after 50 years, silver jubilee after 25 (after silver wedding), and diamond jubilee, which was applied to the celebration in 1897 of the sixtieth year of the reign of Queen Victoria, queen of the United Kingdom of Great Britain and Ireland (1837-1901) and Empress of India (since 1876).[i]

More related words 


As we have seen, the English term retirement that we use now for the period between cessation of one’s work life and death was borrowed from French retirement in the 16th century for ‘the action or an act of falling back or retreating from a place or position’ and ‘the action of receding; movement back or away’, senses that are now used mostly only in a military context. French had created this word retirement in the late 15th century out of the verb retirer (source of Eng. retire) and the Latinate noun-forming suffix ‑ment. Spanish too borrowed this word too as retiramiento, which is attested in the late 16th century, but this word has been replaced by retiro, a back-formation of the verb retirar, or by retirada in military contexts (‘retreat’, ‘withdrawal’), a noun derived from the past participle of the verb retirar. (Two common expressions with this noun are batirse en retirada ‘to beat a retreat’ and emprender la retirada ‘to retreat’.)

As we saw, the Spanish verb retirar is first attested in the second half of the 16th century and had to come from French, for French created the verb retirer in the 12th century from the verb tirer ‘to pull, etc.’ and the prefix re‑ ‘back’ and hence its literal meaning was ‘to pull back’. Modern Fr. retirer means ‘to take off/away, remove, take out, to withdraw’. The reflexive se retirer, equivalent to Sp. retirarse, is not used for the sense ‘to retire (from work with a pension)’, but rather with the sense ‘to withdraw’ and ‘to retire to bed’, for example. Both of these reflexive verbs can be used however, for the more generic sense of retiring from active life (cf. Fr. se retirer de la vie active and Sp. retirarse de la vida activa), which is something less precise than standard retirement after reaching retirement age with a pension of some kind.

We do not know who started referring to retirement as jubilación and to the action as jubilarse in Spanish. However, we know that the use of this word for retirement from certain professions, such as from the military, goes back many centuries in Spanish. We find the words jubilar and jubilado in Nebrija’s famous late-15th century dictionaries with the ‘retirement’ sense. It is quite likely that the biblical notion of jubilee, of ceasing to work the fields after (typically) 50 years of continuous work, influenced the use of the meanings of jubilar and jubilación since they were first borrowed (DECH). After all, if a person started their work-life at 15, after 50 years, they would be 65, an age that very few people reached in those days. Note, however, that originally these words could also be used with the other sense, the one that descends from Lat. iūbĭlāre, namely ‘to rejoice’. Thus, in the Quixote the word jubilar is used with both senses. When the related noun jubilación first appears in the late 16th century it could also be used with both of these senses, though the ‘jubilation’ sense came to be pretty much obsolete in Modern Spanish. The meaning ‘jubilation’ is now expressed in Spanish with the noun júbilo, also first attested in the late 16th century. It is a loanword from Late Latin iūbĭlum, a back-formation from the verb iūbĭlāre, and a synonym in Latin of the derived noun iūbĭlātĭo.

It is interesting that in Spanish the word jubilación is used for ‘regular’ jobs, which are traditionally considered less desirable and less enjoyable, and not so much for liberal professional occupations, such as doctors and lawyers, from which one tends to retire from active participation without ceasing to be a member of the profession. Also, practitioners of liberal professions tend to be better off and less in need of a pension from the business or the state. The former are the jobs that one may be most jubilant about retiring from and it is quite likely that this idea was not lost on whoever chose the word jubilación to refer to retirement, even if the notion of jubilee was also present when this use was first adopted.

There are a couple more words related to Eng. jubilation and Sp. jubilación that we should look at. One is the Spanish adjective cum noun jubilado/a, derived by conversion (without affixes) from the past participle of the verb jubilar. The adjective jubilado/a means ‘retired’, as in Estoy jubilada ‘I am retired’, just like the identical-looking participle, as in Me he jubilado este año ‘I have retired this year’. This word can also be used as a noun, however, as Spanish adjectives always can, as in los jubilados ‘retired people, UK pensioners’ or in Mis padres son jubilados ‘My parents are two retired people (UK two pensioners)’. The noun jubilado/a is not just an adjective used as a noun as any other adjective can be used as a noun (e.g. los blancos ‘the white ones’, los grandes ‘the big ones’), but an actual noun derived by conversion from the adjective jubilado/a, much like for example los ricos ‘the rich, rich people; the rich ones’ (cf. Part I, Chapter 5, §5.7.3). As with all such nouns that refer to people, this noun can also be feminine, e.g. Mi madre es jubilada ‘My mother is a pensioner’.


The English equivalent of the noun jubilado/a in American English is retiree, pronounced [ɹɪ.ˌtʰaɪ̯.ˈɹi] or [ɹɪ.ˌtʰaɪ̯.ə.ˈɹi] and meaning ‘one who has retired from active working life’ (American Heritage Dictionary). The OED tells us that this is an American word, equivalent to pensioner in British English (‘one who has retired from a business or occupation; a pensioner’, OED). This noun was created in the middle of the 20th century and it is first attested in writing in 1945, in the Times-Herald newspaper of Washington 3 Oct. 9/1). The ending ‑ee came into English along with words that were borrowed from French. In French, this ending was just the past participle ending ‑é fem. ‑ée, cognate with Sp. ‑ado and ‑ada, respectively, descending from Lat. ‑ātus and ‑āta. Since the middle of the 19th century, this ending has been used somewhat productively in American English to create many new words by analogy with existing ones, which were used in in legal contexts (e.g. donee, lessee, or trustee) and in ‘military and political jargon’ (e.g. draftee, trainee, or nominee) (American Heritage Dictionary). Along with retiree, among the novel creations, we find honoree, deportee, escapee, firee, invitee, benefactee, biographee, employee, payee, and dischargee, some of which are more common than others.

In Spanish, we find an adjective jubiloso/a, first attested in the second half of the 19th century, whose meaning is related to the sense the noun júbilo has, not that of the noun jubilación. This adjective is the equivalent of Eng. jubilant, which when used to describe a person means ‘joyful’ (Sp. ‘alegre, lleno de júbilo’). The adjective jubiloso/a was derived, in Spanish, from the noun júbilo that we saw in the preceding section by the addition of the adjectival suffix ‑oso/a (jubil-os-o/a). This adjective is quite rare, however, less common than Eng. jubilant.

This English adjective jubilant [ˈʤu.bɪ.lənt] is first attested in the 17th century and is presumably a loanword from (written) Latin jūbilānt-em (nominative iūbilāns), present participle of the verb iūbĭlāre (OED), though it is also possible that the term was formed in English out of the Latinate suffix ‑ant borrowed through Old French along with the many words that contain it, such as assistant, servant, disinfectant, expectant, and pleasant. It first appears in Milton’s Paradise Lost (1667). Note that French too has a word jubilant (fem. jubilante), that means ‘jubilant, exultant’ (masc. [ʒy.bi.ˈlɑ̃], fem. [ʒy.bi.ˈlɑ̃t]). This adjective is regularly derived by means of the Latinate suffix ‑ant(e) from the verb jubiler [ʒy.bi.ˈle], a cognate of Sp. jubilar that means ‘to be jubilant, to rejoice, to exult’. However, Fr. jubilant is not attested until the 19th century and it may very well have come about under the influence of English jubilant.

Eng. pension ~ Sp. pensión


Finally, let us look at the words Eng. pension ~ Sp. pension, which are related semantically to the words we have been looking at in this chapter. In Spanish, the noun jubilación can also be used to refer to the pension that a retired person receives, typically from the government—though there are also private pension plans—something akin to the social security pension retirees receive in the United States, e.g. Con la jubilación que recibe, apenas puede vivir ‘With the pension she receives, she can barely survive’ (Clave).

This sense of jubilación is synonymous with one of the senses of pensión in Spanish as well. However, the cognates Eng. pension ~ Sp. pensión are not always used the same way and are thus not the best of friends, though they are not exactly false friends either. Eng. pension [ˈpɛn.ʃən] can indeed be defined as the money one gets after retirement.[j] The term pension, however, is much more common in the UK than in the US. In the US, people tend to refer to the money they receive from the government, whether it be for retirement or disability, as social security not as pension. In the US, Social Security is ‘a federal insurance scheme providing benefits for pensioners, the unemployed, and the disabled’ (COED).[k] The term pension in the UK, like pension in Spanish, is not used only for retirement, but also for alimony (maintenance in the UK), disability (invalidity in the UK), as well as widow’s pension and even (life) annuities. Thus, Sp. pensión is much like Eng. pension in the UK, since Spanish pensión can refer to pensión de jubiliación (retirement pension), pensión alimenticia (alimony), pensión de invalidez (disability), pensión de viudedad or viudez (widow’s pension), and pensión vitalicia (life annuity).

The Spanish word pensión can also have other meanings. In Colombia, for instance, it is used for school fees or tuition. More generally, pensión can refer to the money one pays for lodging (room and board, in the UK: board and lodging, bed and board) in a guesthouse (in the UK, a boarding house). When the pensión is for students, it translates into English as student hostel. Derived terms are pensión completa ‘full board’ and media pensión ‘demi-pension’ or ‘half board’, in which the main noon-time meal is eaten elsewhere. Related to this meaning is the use of the noun pensión with the meaning ‘hostel, boarding house, guesthouse’, as in Juan vive en una pensión ‘Juan lives in a boarding house’.

The guesthouse sense of Sp. pensión is shared by this word’s French cognate pension [pɑ̃.ˈsjɔ̃], short for pension de famille ‘guesthouse, boarding house’. It is presumably from this sourceword that English has borrowed a second word pension to refer to ‘a small hotel or boarding house in France and other European countries’ (COED). This second word pension is pronounced differently from the other one. In the UK it is common to pronounce it [pɒ̃.ˈsjɒ̃], somewhat like the French pronunciation. In the US, it is typically pronounced closer to the Spanish pronunciation, also with syllable-final stress, like in French.

The source of the cognates Eng. pension ~ Sp. pensión, it is the Latin (stem) pēnsiōn‑ (nominative case: pēnsiō; accusative: pēnsiōnem) that means primarily ‘a paying, payment, a term of payment’ (L&S), a figurative sense derived from the original meaning of this noun, which was ‘a weighing’, since it is an action noun derived by means of the noun suffix ‑ĭōn‑ from the stem pēns‑ of the passive participle pēnsus of the verb pendĕre that meant ‘to suspend, hang’ and ‘to weigh’.[l]

From the noun pension, English has derived the verb to pension, always with an off prepositional phrase, as in the phrasal verb to pension off, meaning ‘dismiss someone from employment, typically because of age or ill health, and pay them a pension’ (OAD) and, referring to things, ‘discard something because it is too old or no longer wanted’ (OAD), somewhat similar to a sense of Sp. jubilar (see above).

The noun pension is found in a number of expressions or collocation, such as Eng. pension plan (also pension scheme in the UK), which translates into Spanish as plan de pensiones/jubilación, Eng. pension fund = Sp. fondo de pensiones, Eng. to be on a pension or to draw a pension = Sp. cobrar una pensión, and Eng. disability pension = Sp. pensión por discapacidad/invalidez.

In the UK, a retired person (or actually anyone who receives a pension) is known as a pensioner, equivalent to the Spanish noun jubilado/a (for a retired pensioner). The term pensioner is used in the UK somewhat equivalently to the expression senior citizen in American English. Spanish also has the equivalent term (a paronym) pensionista. In Spain, the expression hogar del pensionista is used for a day centre for the elderly. Note that in the context of a boarding house, pensionista translates as resident, lodger, or boarder.





[a] The original says: “Declarar a un ↘empleado retirado del ejercicio de sus funciones, por haber alcanzado la edad reglamentaria o por enfermedad, asignándole una pensión ⇒ *Retirar.” (MM, note that this dictionary tells us that jubilar is equivalent to retirar.

[b] The original says: “Conseguir la jubilación” (DLE; notice that the verb is defined in terms of the noun, which is considered to be more basic); ‘Pasar a la situación de jubilado. ⇒ *Retirarse” (MM; note that this dictionary says that jubilarse is equivalent to retirarse, see below).

[c] DCECH objects to the Germanic source theory on semantic grounds. But the other theories as to the origin of Fr. tirer ~ Sp. tirar are considered by this source to be even less convincing. The DCECH considers it plausible that the word comes from Parthian (Sp. pártico) *tīr ‘arrow’, which is consistent with the ‘throw’ sense of this verb, which is attested very early. The way this word would have ended in Vulgar Latin is through the jargon of Roman legionnaires.

[d] In the DLE, sense 11 of retirar is: “11. prnl. [retirarse] Abandonar un trabajo, una competición, una empresa.” and sense 13 is “13. prnl. Dicho de un militar, de un funcionario, etc.: Pasar a la situación de retirado.” For retirado, the following are senses 2 and 3: “2. adj. Dicho de un militar: Que deja oficialmente el servicio, conservando algunos derechos. U. t. c. s.  3. adj. Dicho de un funcionario, de un obrero, etc.: Que alcanza la situación de retiro.” As for retiro, the DLE’s 5th and 6th senses are the following: “5. m. Situación del militar, funcionario, obrero, etc., retirado.  6. m. Sueldo, haber o pensión que perciben los retirados.”

[e] The French noun retraite (first attested in the late 12th century) is derived by conversion from the (identical) feminine form of the past participle of the verb retraire (spelled retrait or retret in Old French and Middle French), that descends from Lat. rētrăhĕre ‘to draw back, withdraw’ (cf. Sp. retraer). English retreat is attested in the early 14th century.

[f] The Septuagint is ‘a Greek version of the Hebrew Scriptures that dates from the 3rd century B.C., containing both a translation of the Hebrew and additional and variant material, regarded as the standard form of the Old Testament in the early Christian Church and still canonical in the Eastern Orthodox Church’ (AHD). The term Septuagint comes from Late Latin septuaginta (interpretes) ‘seventy (interpreters)’, from Latin septuaginta ‘seventy’ (source of Sp. setenta).

[g] The New Testament is ‘the second part of the Christian Bible, recording the life and teachings of Christ and his earliest followers’ (COED). The first part of the Christian Bible is the Old Testament, ‘comprising thirty-nine books and corresponding approximately to the Hebrew Bible’ (COED).

[h] The cogantes Eng. indulgence ~ Sp. indulgencia come from Lat. indulgentĭa ‘leniency, gentleness, complaisance, gentleness, remission’, a noun derived from the stem indulgent‑ of the present participle of the verb indulgēre ‘to be kind/courteous; to indulge in; to concede, allow; etc.’. This verb must have come from an earlier *dulgēre, which is not attested in Latin. English borrowed the verb to indulge in the 17th century, but Spanish never borrowed the verb itself, though it did borrow the adjective indulgente, cognate of Eng. indulgent. From the neuter form of the passive participle indultus ‘indulged’ of the verb indulgēre, the noun indultum was created by conversion in Late Latin with the meaning ‘grant, gift, concession’. Spanish borrowed this noun in the early 17th century as indulto with the meaning ‘pardon, amnesty, reprieve (of the death penalty)’. From the noun, Spanish has created the verb indultar ‘to pardon, reprieve’. The noun indult was also borrowed into English, in the 15th century, but it is quite rare since its meaning is ‘(in the Roman Catholic Church) a licence granted by the Pope authorizing an act that the common law of the Church does not sanction’ (COED). It is quite possible that the modern meaning and use of Sp. indulto emerged from the meaning of the sourceword in Church Latin.

[i] The current queen of the United Kingdom, Elizabeth II, celebrated her diamond jubilee in 2012.

[j] The Concise Oxford English Dictionary defines this sense as ‘a regular payment made by the state to people of or above the official retirement age and to some widows and disabled people’ (COED). Webster’s defines it as ‘a payment, not wages, made regularly to a person (or to his family) who has fulfilled certain conditions of service, reached a certain age, etc. [a soldier's pension, an old-age pension]’.

[k] In the UK, on the other hand, social security refers to ‘monetary assistance from the state for people with an inadequate or no income’ (COED), something like welfare in the US, and, thus, pension is the regular word for the entitlement money one receives upon retirement.

The meaning of the calqued Spanish term Seguridad Social varies somewhat from country to country. In Spain, for instance, it is equivalent to the National Health Service in the UK, a national, government-run health insurance.

[l] The frequentative version of Lat. pendĕre was pēnsāre, a first conjugation verb also formed with the passive participle stem of the former verb (cf. Part I, Chapter 8, §8.4.3.6). It meant ‘to weigh, counterbalance’, ‘to pay for, purchase’, as well as ‘to ponder, consider’ and, in Medieval Latin, ‘to think’. This verb has given us patrimonial Sp. pesar ‘to weigh’, as well as semi-learned Sp. pensar ‘to think’.

Latin had another verb that meant ‘to weigh’, namely pondĕrāre. This verb was derived from the regular stem pondĕr‑ of the noun pondus (gen. pondĕris) ‘a weight, a weight used in a scale’, ‘the weight of a pound’, etc. (cf. Eng. pound). In addition, it also meant ‘to weigh in the mind, to ponder, consider, reflect upon’. This verb has given us the learned cognate verbs Eng. ponder ~ Sp. ponderar.



[1] Retired Picnic at Otford Lookout, Otford NSW 2508, Australia; Source: Date 13 January 2012, 10:36, by Alex Proimos, from Sydney, Australia, https://commons.wikimedia.org/wiki/File:Retired_Picnic_at_Otford_Lookout_(6748299401).jpg

Words about sex and gender, part 12: Eng. feminine ~ Sp. femenino/a

 [This entry is taken from a chapter of Part II of the open-source textbook  Spanish-English Cognates: An Unconventional Introduction to Spa...