Cultural and Linguistic Equivalence in Translation
By Amin Kariminia,
PhD in TEFL, Faculty Member of Fasa University, Iran
And
Javad Heidary,
M.A Student of Translation, Fars Science and Research University, Shiraz, Iran
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See also:
"Equivalence in Translation"
by Lotfollah Karimi
Cultural Equivalence and Linguistic Equivalence
 Abstract
This study is to find those
factors which determine the equivalence in translation.
The ideas of the prominent
and distinguished scholars will be defined and elaborated.
On the basis of those ideas, the final conclusion will
be made.
Key words: Linguistic
Equivalence, Cultural Equivalence.
Introduction
Translation peers always encounter with different
changes in equivalence within different language levels
range from physical forms into meanings. Catford (1988)
defined translation as the replacement of textual material
in one language (SL) by equivalent textual material in
other language (TL). Generally, almost all translation
scholars emphasize the role of equivalence in the process
or product of translation directly or indirectly. Therefore,
it is in the center of the translation studies. It must
be said that some scholars do not seem to refer to role
of equivalence directly, however,
if some one looks at their studies s/he will easily find
out that equivalence would shed light on his/her studies.
As a consequence, the nature of equivalence and its contribution
and taxonomy will be defined in the following lines.
Equivalence, inevitably, is involved in any theory
of translation which can be understood by the comparison
of various texts cross linguistically. Catford (1988)
considers different shifts within languages and contends
that there are various shifts when any of translation
is carried out by translators. He, heavily, focused on
the different linguistic elements as crucial variables
in equivalence definition and equivalence finding. Accordingly,
he divided the shifts across languages into level and
category shifts. Level shifts include studies like morphology
, graphology…… etc. and category shifts consist of structural,
class, unit and intra-system shifts.
There are other notions and assumptions described,
explained and interpreted by translators and translation
scholars. The work of Nida and Taber, Vinay and Darbenet,
House and Baker are specifically dedicated to the equivalence,
Baker (1992) regarded some different equivalents in his
effort toward the notion and practice of translatics.
She distinguished between grammatical, textual, pragmatic
equivalents, and several others. Vinay and Darbelnet (1995)
regarded translation as equivalence-oriented study. They
said that equivalence is the ideal method in many practical
problems of translatics.
Nida and Taber (1964) focused on formal and dynamic
equivalence; their flexible binary oppositions were revised
several times. House (1977) contended that equivalence
is either overt or covert; hence, she derived here theory
of translation based on this taxonomy.
Translatics or translation like many disciplines
of science was scientifically developed in the second
half of the century. Because of the fact that all theories
of translation refer to equivalence as the most crucial
factor centrally or peripherally. Dealing with the process
of finding equivalence is the most significant issue existing
among translaticists. Although finding equivalence is
subjective, this subjectivity must be based on the taxonomies
defined by translation scholars.
Studying of factors effecting in the process of
selecting equivalence started under the classifications
of translation theoretician. Generally, all translators
cope with finding equivalence in order to convey the translation
units better. During this study and finding, any translation
scholar contemplate about the possible factors which appear
to affect it. Some scholars define a borderline between
the equivalence which is related to form and the equivalence
that is relevant to meaning, however, all of them have
something in common that is the approval of some problems
which impede finding equivalence. One of the most important
theories of equivalence is the Catford's theory. Catford
(1988) defined his theory based on different levels of
equivalence. Afterwards, he explained the conditions in
which all translators deal with the equivalence finding.
He divided factors affecting equivalence finding into
two different branches. The first one was the linguistic
factors and the second one was the cultural factors. These
two variables impress the equivalence finding process
in various kind of translation.
To sum up, translation is defined by Catford (1988)
as the replacement of textual material in one language
(SL) by equivalent textual material in another language
(TL). Accordingly, Catford like many translation scholars
defined an equivalence oriented theory. Later on, he went
on details and described all kinds of possible equivalents
in his theory. He also said that during the process of
selecting, finding and creating equivalence, any translator
should consider at least two factors, namely, linguistic
and cultural factors. He said linguistic factors are those
factors which exist at the levels of concrete form and
abstract meaning of any chunk of language. In addition,
cultural factors are those factors that can not be seen
at the level of form or meaning of language, however,
they exist among the background of mind of speakers and
writers of source language, Catford (1988) said that any
translator have to consider both cultural and linguistic
elements and translate based on these two factors. It
seems he meant to covey both cultural and linguistic elements
of source language.
As it was mentioned before, there are many definitions
on the notion of translation. Almost all translation scholars
in their theories somehow refer to the equivalence as
the most significant part or at least one of the most
crucial parts of translation. Accordingly, various equivalents
were described by translators from different points of
view. Scholars found out that the process of finding,
selecting creating equivalence is not always as easy as
it seems. In fact, there are many factors that affect
the process of finding and replacing equivalence. Catford
(1988) not only defined the translation and translation
equivalence but also described the factors that put influence
on the process of finding equivalence. He contended that
there are at least two different variables that effect
finding equivalence in translation. They are linguistic
and cultural variables.
In terms of details, it must be said that Catford
(1988) defined translation as the replacement of textual
material of target language by equivalent textual material
of source language. Moreover, he described linguistic
factors affecting equivalence as those element which exist
at the level of concrete form or abstract meaning of any
chunk of language and defined cultural factors as those
elements that exist among the background of mind of speakers
and writers and can not be seen at linguistic levels.
Accordingly, the problem of this study is as follows:
This study aims at discovering the accuracy and
effectiveness of cultural and linguistic factors in finding
equivalence. In other words, the writers want to find
the existence and effectiveness of affecting factors in
finding equivalence (cultural and linguistic factors).
Equivalence is the central and integral part of
Catford's theory of translation. His cultural and linguistic
factors which put influence on the equivalent appear to
exist cross linguistically. Based on the definition of
these elements, this study posits the crucial factors
affecting finding equivalence.
The following graph will clarify this current
study

This study focuses on the bi-dimensional aspects
which are very significant in the transference of equivalence
from source text or language into target text or language.
Linguistic elements of source and target languages vary;
however, it does not mean that the translation is impossible.
In addition, Most of structures or language levels shared
among languages. On the other hand, Cultural elements
are unique and effective in selecting equivalence.
As long as translation exists, equivalence is
its integral part. No matter the theory is from-based
or meaning-based or source oriented or target-oriented,
it always consists of some kind of exchange of equivalence
in different levels of a language. The probable affecting
factors are linguistic and cultural ones. If the existence,
accuracy, and effectiveness of above-mentioned factors
proved to be true, it will pave the path for carrying
out the translation very correctly and effectively.
Review of Literature
Theories of Equivalence
Translation defined by many scholars from different
notions of view. Some of translation scholars defined
their theories a source-oriented theory, others regarded
the target-oriented theories. There are also theorists
who chose a place in between; however, all translation
theories are related to the notion of equivalence in one
way or another. Hence, equivalence plays a crucial role
in translation. In fact, both source and target languages
include ranges of equivalents from the least meaningful
level of a language, namely, morpheme to the big levels
like sentence. In the process of translation these levels
of language appear to be equivalence levels between source
language and target language. For example, if there is
a word in the S.L, it must be translated into T.L at the
word level usually. Accordingly, translation is the matter
of establishing equivalence between S.L and T.L.
Translation developed mainly in the second half
of the 20th century. Therefore, theory of equivalence
has been studied scientifically from the beginning of
the second half of the 20th century up to now.
Jakobson and Equivalence in Difference
Jakobson (1959) made a contribution to the theoretical
analysis of translation. He introduced the concept of
equivalence in difference. He suggested three kinds of
equivalence known as:
-Intralingual (within one language,
i.e. rewording or paraphrase)
-Interlingual (between two languages)
-Intersemiotic (between sign
systems)
Nida: Formal Equivalence vs. Dynamic Equivalence
Nida (1964) argued that there are two different
types of equivalence. Namely formal equivalence- which
in the second edition by Nida is referred to as formal
correspondence and dynamic equivalence. Formal correspondence
focuses attention on the message itself, in both form
and content, unlike dynamic equivalence which is based
upon the principle of equivalent effect.
Formal correspondence consists of a TL item which
represents the closest equivalent of a SL word or phrase.
Nida makes it clear that there are not always formal equivalents
between language pairs he therefore suggest that these
formal equivalents should be used wherever possible if
the translation aims at achieving formal rather than dynamic
equivalence. The use of formal equivalents might at times
have serious implications in the TT since the translation
will not be easily understood by the target audience.
Dynamic equivalence is defined as a translation
principle according to which a translator seeks to translate
the meaning of the original in such a way that the TL
wording will trigger the same impact on the original wording
did upon the ST audience.
House and Overt and Covert Translation and
Equivalence
House (1977) discussed the concept of overt and
covert translations. In an overt translation the TT audience
is not directly addressed and there is therefore no need
at all to attempt to recreate a second original since
an overt translation must overtly be a translation. By
covert translation, on the other hand, is meant the production
of a text which is functionally equivalent to the ST.
House also argues that in this type of translation the
ST is not specifically addressed to a TC audience.
Baker's Approach towards Equivalence
Baker (1992) defined four kinds of equivalents
as follows:
-Equivalence that can appear at word level and
above word level, when translating from one language into
another.
-Grammatical equivalence, when referring to the
diversity of grammatical categories across languages.
-Textual equivalence when referring to the equivalence
between a SL text and a TL text in terms of information
and cohesion.
-Pragmatic equivalence, when referring to imprimaturs
and strategies of avoidance during the translation process.
Vinay and Darbelnet and Their Equivalence Definition
Vinay and Darbelnet (1995) view equivalence-oriented
translation as a procedure which replicates the same situation
as in the original, whilst using completely different
wording. They also suggest that, if this procedure is
applied during the translation process, it can maintain
the stylistic impact of the SL text in the TL text.
Catford and Translation Shift and Equivalence
Catford (1996) in the revision of his book introduced
a very perfect taxonomy towards translation.
Cartford's approach to translation equivalence
clearly differs from that adopted by Nida since Catford
had a preference for a more linguistic-based approach
to translation and this approach is based on the linguistic
work of Firth and Halliday. His main contribution in the
field of translation theory is the introduction of the
concepts of types and shifts translation. Catfrod proposed
very broad types translation in terms of three criteria:
1. The extent of translation (full translation
vs partial translation).
2. The grammatical rank at which the translation
equivalence is established (rank bound translation vs.
unbounded translation).
3. The levels of language involved in translation
(total translation vs. restricted translation).
He also defined the shifts which exist within
different languages.
His category is as follows:
Shifts will be divided into two parts level shifts:
(morphology, graphology,….) and category shift which include
structural shift (order of words in a sentence) and class
shifts (part of speech) and unit shifts (sentence, clause,
phrase, word) and intra-system shifts (structure of parts
of speech)
Catford (1996) described his latest category of
equivalence (his notable contribution in the field of
translation). It is the binary taxonomy which sheds light
on the translation studies. In fact, Catford (1996) studied
the equivalence and found out that there are two factors
which affected the equivalence. They are linguistic and
cultural factors. These two factors brought two equivalents.
They are linguistic and cultural equivalents. This finding
of Caford is very significant because it consists of both
important approaches toward equivalence, namely, linguistic
and cultural approaches. In fact, what other translation
scholars defined separately and one by one, Catford described
and explained in one binary opposition (cultural and linguistic
factors or equivalents).
Conclusion
Prior to the Catford's theory, five other studies
were defined. By deeply looking at these studies, Catford
understood that the prior 5 studies (Jakobson, Nida, House,
Baker, and Vinay & Darbelnet) could be divided into
two groups. The first group included jakobson's, and Vinay
& Darbelnet's that mainly defined and focused on linguistic
aspects of equivalence. The second group consisted of
Nida's, House's, and Baker's that emphasized on the cultural
dimensions of equivalence. Therefore, Catfrod (1988) introduced
a new taxonomy included both linguistic and cultural aspects,
in fact; he utilized the others' ideas and put them in
his categorization. What Catford and the others theorized
is illustrated as follows:

Reference
Baker, M. (1992). A Coursebook on Translation.
London:
Routledge.
Catford,J.C.(1996). A Linguistic Theory of
Translation. London:
Oxford University press.
House, J.(1977). A Model for Translation Quality
Assesment.
Tubingen: Gunter Narr.
Jakobson, R.(1959). Linguistics Aspects of
Translation. New
York: Harvard University Press.
Nida, E.A.(1964). Toward a Science of Translating.
Leiden:
E.J.Brill.
Vinay, J.P. and Darbelent, J.(1995). A Methodology
for
Translation. Amterdam/ Philadelphia: John
Benjamins.
Published - May 2009
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