Маркированность: теория оппозиций и отклонений от нормы.

State of standing out as unusual or difficult in comparison to a more common or regular form

In linguistics and social sciences, markedness is the state of standing out as nontypical or divergent as opposed to regular or common. In a marked–unmarked relation, one term of an opposition is the broader, dominant one. The dominant default or minimum effort form is known as unmarked; the other, secondary one is marked. In other words, markedness involves the characterization of a "normal" linguistic unit against one or more of its possible "irregular" forms. In linguistics, markedness can apply to, among others, phonological, grammatical, and semantic oppositions, defining them in terms of marked and unmarked oppositions, such as honest (unmarked) vs. dishonest (marked). Marking may be purely semantic, or may be realized as extra morphology. The term derives from the marking of a grammatical role with a suffix or another element, and has been extended to situations where there is no morphological distinction. In social sciences more broadly, markedness is, among other things, used to distinguish two meanings of the same term, where one is common usage (unmarked sense) and the other is specialized to a certain cultural context (marked sense). In psychology, the social science concept of markedness is quantified as a measure of how much one variable is marked as a predictor or possible cause of another, and is also known as Δp (deltaP) in simple two choice cases. See confusion matrix for more details.

In terms of lexical opposites, a marked form is a non basic one, often one with inflectional or derivational endings. Thus, a morphologically negative word form is marked as opposed to a positive one: happy/unhappy, honest/dishonest, fair/unfair, clean/unclean, and so forth. Similarly, unaffixed masculine or singular forms are taken to be unmarked in contrast to affixed feminine or plural forms: lion/lioness, host/hostess, automobile/automobiles, child/children. An unmarked form is also a default form. For example, the unmarked lion can refer to a male or female, while lioness is marked because it can refer only to females. The default nature allows unmarked lexical forms to be identified even when the opposites are not morphologically related. In the pairs old/young, big/little, happy/sad, clean/dirty, the first term of each pair is taken as unmarked because it occurs generally in questions. For example, English speakers typically ask how old someone is; use of the marked term (how young are you?) would presuppose youth.

While the idea of linguistic asymmetry predated the actual coining of the terms marked and unmarked, the modern concept of markedness originated in the Prague School structuralism of Roman Jakobson and Nikolai Trubetzkoy as a means of characterizing binary oppositions. Both sound and meaning were analyzed into systems of binary distinctive features. Edwin Battistella wrote: "Binarism suggests symmetry and equivalence in linguistic analysis; markedness adds the idea of hierarchy." Trubetzkoy and Jakobson analyzed phonological oppositions such as nasal versus non nasal as defined as the presence versus the absence of nasality; the presence of the feature, nasality, was marked; its absence, non nasality, was unmarked. For Jakobson and Trubetzkoy, binary phonological features formed part of a universal feature alphabet applicable to all languages. In his 1932 article "Structure of the Russian Verb", Jakobson extended the concept to grammatical meanings in which the marked element "announces the existence of [some meaning] A" while the unmarked element "does not announce the existence of A, i. e., does not state whether A is present or not". Forty years later, Jakobson described language by saying that "every single constituent of a linguistic system is built on an opposition of two logical contradictories: the presence of an attribute ('markedness') in contraposition to its absence ('unmarkedness')." In his 1941 Child Language, Aphasia, and Universals of Language, Jakobson suggested that phonological markedness played a role in language acquisition and loss. Drawing on existing studies of acquisition and aphasia, Jakobson suggested a mirror image relationship determined by a universal feature hierarchy of marked and unmarked oppositions. Today many still see Jakobson's theory of phonological acquisition as identifying useful tendencies.

Since a main component of markedness is the information content and information value of an element, some studies have taken markedness as an encoding of that which is unusual or informative, and this is reflected in formal probabilistic definitions of markedness and informedness that, for dichotomous problems, correspond to the chance correct unidirectional components of the Matthews correlation coefficient known as Δp and Δp'. Conceptual familiarity with cultural norms provided by familiar categories creates a ground against which marked categories provide a figure, opening the way for markedness to be applied to cultural and social categorization. As early as the 1930s Jakobson had already suggested applying markedness to all oppositions, explicitly mentioning such pairs as life/death, liberty/bondage, sin/virtue, and holiday/working day. Linda Waugh extended this to oppositions like male/female, white/black, sighted/blind, hearing/deaf, heterosexual/homosexual, right/left, fertility/barrenness, clothed/nude, and spoken language/written language. Battistella expanded this with the demonstration of how cultures align markedness values to create cohesive symbol systems, illustrating with examples based on Rodney Needham's work. Other work has applied markedness to stylistics, music, and myth.

Joseph Greenberg's 1966 book Language Universals was an influential application of markedness to typological linguistics and a break from the tradition of Jakobson and Trubetzkoy. Greenberg took frequency to be the primary determining factor of markedness in grammar and suggested that unmarked categories could be determined by "the frequency of association of things in the real world". Greenberg also applied frequency cross linguistically, suggesting that unmarked categories would be those that are unmarked in a wide number of languages. However, critics have argued that frequency is problematic because categories that are cross linguistically infrequent may have a high distribution in a particular language. More recently the insights related to frequency have been formalized as chance corrected conditional probabilities, with Informedness (Δp') and Markedness (Δp) corresponding to the different directions of prediction in human association research (binary associations or distinctions) and more generally (including features with more than two distinctions). Universals have also been connected to implicational laws. This entails that a category is taken as marked if every language that has the marked category also has the unmarked one but not vice versa.

Markedness has been extended and reshaped over the past century and reflects a range of loosely connected theoretical approaches. From emerging in the analysis of binary oppositions, it has become a global semiotic principle, a means of encoding naturalness and language universals, and a terminology for studying defaults and preferences in language acquisition. What connects various approaches is a concern for the evaluation of linguistic structure, though the details of how markedness is determined and what its implications and diagnostics are varies widely. Other approaches to universal markedness relations focus on functional economic and iconic motivations, tying recurring symmetries to properties of communication channels and communication events. Croft (1990), for example, notes that asymmetries among linguistic elements may be explainable in terms economy of form, in terms of iconism between the structure of language and conceptualization of the world.