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Cultural References in Translation A Framework For Quantitative Translation Analysis
Cultural References in Translation A Framework For Quantitative Translation Analysis
Studies in Translatology
To cite this article: Harald Martin Olk (2013) Cultural references in translation: a
framework for quantitative translation analysis, Perspectives, 21:3, 344-357, DOI:
10.1080/0907676X.2011.646279
Asian and European Languages, Faculty of Languages and Linguistics, University of Malaya,
Kuala Lumpur 50603, Malaysia
(Received 9 June 2011; final version received 16 November 2011)
Research into the translation of cultural references (CRs) often focuses on the
analysis of selected CR translations or particular lexical sub-fields such as proper
names or geographical terms. In most cases the procedures the translator has used
are described and labeled, then critically evaluated and/or used to identify
‘foreignization’ or ‘domestication’ tendencies in the translator’s approach to
handling the cultural load of a text. This article argues that selective analysis of
this kind may give undue weight to the selected examples or lexical sub-fields
while ignoring other items. The article will therefore put forward that the validity
of studies, especially those featuring a comparative element, could be enhanced by
complementing selective and focused approaches with more comprehensive
quantitative data. An empirical study which explored CR translation from a
quantitative perspective will be described as an example to suggest a framework
of quantitative analysis in CR translation and issues arising from the study will be
discussed.
Keywords: cultural references; quantitative translation analysis; translation
procedures; foreignization; domestication
1. Introduction
Since the Cultural Turn in Translation Studies much has been written on the
challenges of translating culture embedded in texts, of which culture-specific lexis or
cultural references (CRs) form a prominent part. Translation procedures which can
be applied to tackle this challenge have been expounded in detail (Baker, 1992; Ivir,
1987; Koller, 2004; Mailhac, 1996; Newmark, 1988) and numerous articles
investigate how CR translation has been dealt with, often in literary works, but
also in screen translation (for literary works cf. Davies, 2003; Hagfors, 2003; Inngs,
2003; Teilanyo, 2007; for screen translation cf. Pedersen, 2007; Ramière, 2006;
Tomaszkiewicz, 2010; Valdeón, 2008). Often papers focus on particular lexical items
or sub-fields such as proper names (Fernandes, 2006; Mussche & Willems, 2010) or
geographical terms (Bagajewa, 1992), presumably to avoid the thorny issue of
subjectivity in the identification of CRs, which are not as unambiguously classifiable
as such. Typically, research takes a selective approach by discussing the translations
of individual CRs or the selected lexical sub-fields from the text under investigation,
which are then critically evaluated and/or meant to exemplify the translator’s
*Email: h.olk@web.de
2. Description of study
2.1. Text and CR identification
The translation data examined were mainly obtained as part of a larger PhD study in
which different groups of participants were asked to translate in writing a text
containing a high number of British cultural references into German (cf. Olk, 2001).
However, all analytical procedures described in this article were conducted at a later
stage and based on a revised model of the analysis used in the PhD study. For the
translation a text adapted from the British quality newspaper The Observer was
selected,1 which for reasons of practicality and time constraints had been
significantly reduced in length. The text was chosen by the researcher as it presented
CRs from various fields distinguished by Nedergaard-Larsen’s (1993, p. 211)
typology and was therefore hoped to provide a good and varied sample of the
translation problem under investigation. However, as one of the main issues in the
analysis of CR translations lies in the reliable identification of cultural references,
which is to some extent an intuitive and therefore subjective process, in the given
346 H.M. Olk
study the following approach was adopted. To identify CRs in the text four markers,
who held at least a Master’s degree (or equivalent) in English philology, worked as
language teachers or lecturers and had substantial first-hand experience about both
cultures, were given the text and asked to highlight any items which they believed to
comply with the following operational definition of cultural reference:
Cultural references are those lexical items in a source text which, at a given point in
time, refer to objects or concepts which do not exist in a specific target culture or which
deviate in their textual function significantly in denotation or connotation from lexical
equivalents available in the target culture. (Olk, 2001, p. 30)
The markers were also informed that the goal of the activity was to identify culture-
specific lexical items which could pose problems in a translation of the text into
German. All items which were highlighted by at least three of the markers were
considered as cultural references. Items which were only highlighted by two of the
markers were discussed in the group until a joint decision was reached. All other items
were not considered to contain a substantial degree of culture specificity in the given
text. Overall, controversial cases were rare, indicating that despite the subjectivity in
CR identification a fair degree of agreement can be reached. Clearly, this was to some
extent also due to the nature of the text and other tasks may present many more
controversial items. It was felt, however, that the use of several markers and a group
discussion phase could also be a valid instrument in other studies. In total, 23 CRs
were in this way identified in the source text, of which two occurred several times in
the text, raising the total number of investigated CR translations to 32.
2.2. Participants
Three groups of participants were asked to translate the text for publication in the
German news magazine Der Spiegel. Group one consisted of 19 British students who
were either in their final year of a BA in German or had recently completed their
degree at a British university. All of the students were native speakers of English and
had studied German at school/college up to A-level and subsequently at university
for more than three years. In addition, the students had spent the year prior to their
final year in Austria or Germany, either studying or working as foreign language
assistants.
The second group consisted of 19 German students of a German university, who
were preparing for the Staatsexamen2 in English and another subject or had just
completed this course. All of the German students were native speakers of German
and had studied English at school for between six and nine years and at university
for between four and six years. All but two of the students had also spent between
nine and 12 months in Britain, either studying or teaching German as a foreign
language.
Both groups of students had encountered translation classes as part of their
university courses. In these classes, however, translation was primarily used as a
language-learning and sensitization activity and students had not received any
significant instruction in translation skills.
Group three comprised four professional translators, each of whom had more
than 10 years of professional experience and had lived for several years in Germany
and Great Britain. It was therefore assumed that beside their linguistic and
Perspectives: Studies in Translatology 347
translational competence they would also bring substantial cultural knowledge to the
task. All participants were provided with an unabridged bilingual English-German,
German-English dictionary as well as monolingual German and English dictionaries
and a dictionary of British cultural terms. These reference sources, which basically
covered all items occurring in the text, were hoped to enable the participants to adopt
the translation procedure they found most adequate. No time limit was set for task
completion. The comparative design with three distinct groups of participants was
considered conducive to testing the quantitative analysis framework as it was
believed that the groups would approach the task in different ways, which would then
become apparent and measurable in the quantitative analysis.
2.3. Analysis
All translated texts were analysed with respect to the CR procedures the participants
had applied. For the analysis the following framework classifying seven translation
procedures was established (cf. section three for a detailed description of the
framework):
Analysis was done by the researcher and another independent marker, who was first
briefed by the researcher about the coding system. Classification coincided in over
90% of the cases, indicating good levels of intercoder reliability. Those cases where
the markers’ assessment did not concur were not included in the final analysis. Those
instances where participants deliberately left a blank were also not taken into
consideration. Depending on the procedure used, every translation was also
attributed a value from [0] to [6], with transference being allocated the lowest value
of [0] and cultural substitution the maximum value of [6]. This allowed the researcher
to calculate an average value representing the mean of cultural transposition with
respect to lexis.
Importantly, it needs to be emphasized that this score system is to some extent
arbitrary (e.g. different values could also have been attributed) and represents a
substantial simplification of the highly complex nature of CR translation and
translation in general. Thus, it is of course impossible to say that an instance of
‘transferenceexplanation’ is twice as ‘exotic’ as an instance of ‘neutral explana-
tion’. The calculated average scores should therefore not be seen as an exact
measurement of mathematical precision. Rather, the scores can only indicate certain
trends which need to be interpreted with great caution.
3. Classifications of CR procedures
Numerous typologies for CR procedures have been put forward in the literature to
categorize, more or less unambiguously, individual CR translations as to what
348 H.M. Olk
procedure the translator has applied. As pointed out by Ramière, ‘most researchers
seem to propose their own classifications of procedures after highlighting incon-
sistencies, overlaps in labels, or the lack of clarity in previous typologies’ (2006,
p. 158). This suggests that there can be no one-size-fits-all classification in CR
analysis, but that every study will need to carefully adjust existing taxonomies to
ensure an adequate fit for the particular translation investigated. The categories
which will be presented in the following section should therefore not be seen as a
general classification of CR translations applicable to any context, but as a
framework which attempts to specifically describe the CR translations in the given
study. The researcher arrived at the coding categories by comparing existing
classifications of CR translations with the actual translations produced by the
participants in the study. As examples should always be seen in context, all examples
have been taken from the text, which the participants in the empirical study were
asked to translate into German (cf. appendix).
3.1. Transference
Instances where a culture-specific item from the source text was transferred into the
target text were categorized as ‘transference’. In the case of transference the distance
between ST expression and TT is basically zero and the source-culture identity is
fully retained. The target reader is treated like the source-text reader and no
additional information is added. Within the category of transference the participants
used a choice of micro-procedures that allowed them to adjust the level of ‘foreign-
ness’ of the transferred CR. As Clyne points out (1995, p. 212), ‘lexical transfers can
be integrated, to a greater or lesser extent, into the grammatical, phonological and
graphemic systems’ of the target language. Thus, nouns such as ‘upper class’ or
‘barrister’ were sometimes capitalized in accordance with German spelling conven-
tions or word endings were ‘germanized’ (e.g. Thatcherism 0 Thatcherismus).
Also categorized as transference were those translations in which participants
replaced the original reference with another source-language term which they
apparently considered to be more acceptable in the target culture. This corresponded
largely to Aixelá’s procedure of ‘limited universalization’ in which translators ‘seek
another reference, also belonging to the source culture, but closer to their readers’
(1996, p. 63).
Example 1:
3.2. Transferenceexplicitation
As explained by Blum-Kulka, in the case of explicitation translators expand the target
text, ‘building into it a semantic redundancy absent in the original’ (1986, p. 21). In
the given classification, translations were classified as ‘transferenceexplicitation’
whenever a cultural item was transferred into the target text with additional
information that did not, however, explain the CR’s denotation. ‘Transferen-
Perspectives: Studies in Translatology 349
ensuring it strong clout with 0 was ihr großen politischen Einfluss auf
Whitehall Whitehall sichert
ensuring it strong political clout with
Whitehall
The lives of the new class revolve 0 Im Leben der neuen Schicht dreht sich alles
around Harrods and Kensington um Harrods und das vornehme Kensington
In the lives of the new class everything
revolves around Harrods and the exclusive
Kensington
3.3. Transferenceexplanation
When a cultural item was transferred and had its denotative meaning explained in
the target text this was categorized as ‘transference explanation’. In this procedure
the participants moved the translation further towards the target reader than in
‘transferenceexplicitation’, because the explanation explicitly acknowledged and
underlined the conceptual ‘foreign-ness’ of the item. Explanations (or ‘definitions’ in
Mailhac’s terminology) ranged from a simple generic term (Harrods 0 das
Kaufhaus Harrods [the department-store Harrods]) to long and detailed glosses,
which were integrated to different degrees into the text. Glosses and explanations
took on various forms such as literal translation, generic definition or comparison
with a cultural equivalent.
Examples 4 and 5:
Like the Victorian factory 0 Wie die viktorianischen Fabrikbesitzer und die
owners and hereditary peers Mitglieder des britischen Oberhauses, die Peers
Like the Victorian factory owners and the
members of the British upper house, the peers
Britain beyond the Home 0 Großbritannien jenseits der wohlhabenden
Counties Grafschaften um London, den sogenannten
Home Counties
Britain beyond the wealthy counties around
London, the so-called Home Counties
replaced by a word or phrase in the target language which was still rooted in the
source culture and marked by a degree of conceptual ‘foreign-ness’. On the scale of
cultural distance between CR and translation, this procedure comes after ‘transfer-
ence explanation’, because the translator dispenses with the original reference to
the source culture and replaces it with a term or phrase which is more familiar to the
target reader.
Examples 6 and 7:
In the above examples the German words ‘Kronanwalt’ and ‘Grafschaften’ are
target-language expressions which do not have a referent in contemporary German
culture and therefore retain to at least some degree the ‘foreign-ness’ of the original
CR.
ensuring it strong clout with 0 was ihr einen starken Einfluß auf die
Whitehall Regierung sichert
ensuring it strong clout with the government
Britain beyond the Home 0 England jenseits des Londoner Großraums
Counties England beyond the greater London area
Where the procedure of neutral explanation was applied lexical and conceptual
‘foreign-ness’ was largely removed from the text and, hence, all local colour lost.
Instead, the participants emphasized the similarities of source and target culture. On
a scale measuring the extent to which the participants had moved the translation
towards the target culture this procedure could be considered as a ‘cultural
watershed’ since neutral explanation is the first procedure in which lexical culture
specificity is largely deleted. At the same time, the procedure ensures easy readability
for target-language readers, because no culture-specific knowledge is required.
3.6. Omission
Cases where participants deliberately omitted a reference were counted as ‘omission’.
While omission is often associated with a translator admitting defeat in the face of a
word that appears to be untranslatable, Baker rightly remarks that omission can
prove to be the most sensible solution, where ‘the meaning conveyed by a particular
Perspectives: Studies in Translatology 351
item or expression is not vital enough to the development of the text to justify
distracting the reader with lengthy explanations’ (1992, p. 40). On the scale
measuring the extent to which the translator has shifted the translation towards
the target culture, omission can be regarded as another procedure that neutralizes the
cultural identity of the text. Where the source text features an element that locates
the text in a specific culture the target text chooses to say nothing, rendering the
target text closer to the target-culture readers’ perspective.
Example 10:
or the City of London with its medieval 0 oder der Londoner City mit dem
Corporation and Lord Mayor regierenden Lord Mayor
or the City of London with its
governing Lord Mayor
With the procedure of ‘cultural substitution’ the translator transplants the cultural
setting by converting a foreign reference to a target-culture one. However, it is
noteworthy that in many cases target-text readers may be unaware that an item is
specific to their own culture and does not exist as such in the text’s source culture,
especially where referents ‘are characterised by a low level of cultural markedness’
(Mailhac, 1996, p. 180).
4. Text procedures
Based on the above classification of CR procedures the researcher also attempted to
identify more general text procedures, which could be described as the sum of all
translational shifts occurring in a particular translation task. As mentioned in the
introduction, generally two opposing approaches are distinguished and have been
well documented in the literature, with ‘foreignization’ representing a translator’s
attempt to retain the ‘other-ness’ of the source text as far as possible and, at the
opposite end of the scale, ‘domestication’ representing an approach of rendering ‘the
other’ as familiar as possible to target-culture readers (cf. Venuti, 1998). As has been
pointed out by Hervey, Higgins and Loughridge, these two approaches represent
extremes and, consequently, ‘the translator may have to consider the alternatives
lying between them’ (1995, p. 23). In a similar way, Mailhac (1996) emphasizes the
352 H.M. Olk
This model can now be visualized on a scale which ranks CR and text procedures
according to their degree of cultural transposition (cf. Figure 1). Below the text
procedures are listed the CR procedures which tend to be associated with the above
text procedures. The two overlapping circles represent the two cultural systems
involved in the translation and indicate in what cultural space a CR translation or
text procedure can be located (target culture, source culture or ‘common ground’).
explained cultural
exoticism exoticism neutralization transplantation
As will be outlined in the following sections, this framework was applied to the
analysis of CR translations and allowed the analyst to arrive at more general
hypotheses about the participants’ approach to the ‘cultural identity’ of the source
text.
of the CRs as ‘typically British’ and hence basically ‘untranslatable’. The relatively
strong source-culture orientation could also reflect a lack of awareness of translation
procedures other than transference in the case of CRs and be indicative of certain
training needs.
Interestingly, even though the professional translators’ approach was overall the
most target-culture oriented, the highest proportion of ‘neutral explanations’ was
found in the group of German students. In 216 cases they decided not to transfer an
item but to replace it by a target-language expression with no or a very low degree of
culture specificity (British group: 125). Apparently, the German students felt a need
to reduce the cultural load of the source text to make it more accessible to German
readers. They also seem to have been less worried about the loss of ‘British-ness’
which the frequent use of neutral explanations entailed, presumably because the
cultural load of the British items carried less meaning for them. Despite the high
number of neutral explanations, their translations were overall still more source-
culture oriented than those of the professional translators. This was due to the
substantially higher occurrence of ‘transference’ and ‘transference explanation’
among the German students. Clearly, the translators were less inclined to simply
transfer CRs or to apply a highly explicit but stylistically often problematic solution
such as ‘transference explanation’.
Both groups of students only made very infrequent use of ‘transferen-
ce explicitation’ as compared to the professional translators, who used this
procedure in 9% of all CR translations (German students 1%, British students 2%).
Instead, students seem to have had a preference for more explicit solutions, explaining
CRs in detail including their denotative meaning. Again, this could be indicative of
certain training needs among the students and highlights as a feature of professional
practice the ability to carefully assess exactly how much (or rather how little)
information needs to be added for the benefit of target-culture readers.
It was noticeable that the professional translators’ CR translations showed a
much smaller deviation from the average then those of the student groups: there
was only a difference of 0.29 between the least and the most target-culture oriented
text (British group 1.69; German group 0.78), even though the professional
translators often treated individual CRs in different ways. This could of course
be due to the much smaller number of participants in the translators’ group. It
Perspectives: Studies in Translatology 355
could, however, also indicate that professional translators tend to take a more
global perspective, assess the overall level of cultural transposition in their texts and
adjust their individual CR translations accordingly, arriving at a similar mean
which they consider suitable for a particular translation task. More research based
on a significantly larger sample would be needed to validate this hypothesis,
however.
6. Conclusion
As the previous sections demonstrated, it was possible to devise a framework for
quantitative CR analysis and to apply it to a text despite inevitable subjectivity issues.
The comparative analysis proved a useful tool
Notes
1. Adonis, A., and Pollard, S. (1997, September 21). The curse of Blair’s New Britain: The
rise and rise of the Super Class. The Observer, 24.
2. The Staatsexamen qualifies one to teach the subject at secondary level after additional
practical teacher training.
3. Translations marked with an asterisk are literal non-standard renderings.
356 H.M. Olk
Notes on contributor
Harald Olk has studied classical languages and English and taught in universities in the UK,
Ghana and, most recently, Malaysia, where he was a senior lecturer at University Malaya.
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Appendix