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<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong> <strong>during</strong> <strong>Gender</strong> <strong>Production</strong><br />

in Czech <strong>and</strong> German<br />

Denisa Bordag<br />

University ofLeipzig & Charles University in Prague<br />

Abstract: The purpose of this article is to explore the psycholinguistic aspects of<br />

interlingual <strong>and</strong> intralingual interference <strong>during</strong> second language grammatical<br />

gender production. Two experiments were constructed to explore whether the<br />

difficulties in acquisition <strong>and</strong> correct production of grammatical gender in a second<br />

language are influenced by competition for selection between the gender node of a<br />

second language noun <strong>and</strong> the gender node of its first language translation<br />

equivalent. The languages tested were Czech <strong>and</strong> German, which have the same<br />

number <strong>and</strong> type of grammatical gender. The results of the experiments confirmed<br />

the initial hypothesis concerning the gender competition. Furthermore, the analysis<br />

of the gender errors subjects made in both experiments yielded evidence that<br />

phonological form, especially word termination, also has an effect on gender<br />

production in the second language. The intralingual interference manifested itself<br />

especially in gender overgeneralization or misselection in cases where second<br />

language nouns had an atypical or ambiguous termination.<br />

1. Introduction<br />

<strong>Interlingual</strong> <strong>and</strong> intralingual interference have been in the center of second<br />

language research for a very long time. The period when the influence of<br />

interlingual interference on SLA was overestimated (Weinerich 1953, Lado<br />

1957) was followed by a period which was dominated by the Creative<br />

Construction Hypothesis of Dulay & Burt (1974 <strong>and</strong> later), who claimed that<br />

most errors are developmental <strong>and</strong> that interlingual interference has a minimal<br />

effect on SLA. In the late seventies <strong>and</strong> eighties the situation developed towards<br />

a more balanced approach to the interfrence phenomena, admitting that both<br />

interlingual <strong>and</strong> intralingual interference play an important role in SLA, though<br />

the strength of their influence may differ depending on various factors, e.g.<br />

language proficiency. <strong>Interference</strong>, or, as often preferred, transfer is also no<br />

longer seen as a mechanical transference of first language features or structures<br />

Cahiers linguistiques d'Ottawa, June/juin 2004, Vol. 32: 1-23<br />

ISSN 0315-3167. ©2004, Department of Linguistics, University of Ottawa


Denisa Bordag<br />

into the second language, but rather is generally viewed as a complex cognitive<br />

mechanism underlying SLA.<br />

The emphasis on the cognitive character of interference/transfer, has not,<br />

however, resulted in extensive psycholinguistic research of these phenomena so<br />

far. One of the possible reasons is that for a long time psycholinguistics has been<br />

concerned mainly with the processing <strong>and</strong> acquisition of the first language.<br />

In this paper I want to investigate the influence of interlingual <strong>and</strong><br />

intralingual interference on second language acquisition <strong>and</strong> production. The<br />

subject of my research is grammatical gender. Though a very challenging topic<br />

(as numerous studies exploring grammatical gender production <strong>and</strong><br />

representation in first language show, see below), it has hardly been addressed by<br />

psycholinguists so far. A probable explanation might be the fact that one of the<br />

two languages used in second language psycholinguistic research is usually<br />

English, a language without grammatical gender <strong>and</strong> thus intrinsically unsuitable<br />

for research on the role of interlingual interference in second language gender<br />

acquisition <strong>and</strong> production.<br />

Although there are no studies directly concerned with the topic of this<br />

article, a lot of psycholinguistic research has been done to explore how a second<br />

language is stored <strong>and</strong> processed <strong>and</strong> how it interacts with the first language. In<br />

the first part of this article the relevant findings of this research will be reviewed,<br />

together with findings concerning grammatical gender in the first language. In<br />

the second part, a hypothesis about interlingual interference in second language<br />

gender production will be formulated <strong>and</strong> tested in two experiments. Data from<br />

these experiments will also be used to explore intralingual interference. At the<br />

end of each section, the results of the experiments <strong>and</strong> analyses will be discussed<br />

<strong>and</strong>, where appropriate, compared with results of similar experiments in first<br />

languages.<br />

1.1 Lexical processing by bilinguals<br />

In the human mind, information about words is stored in a mental lexicon.<br />

Lexical units are retrieved on the basis of their meaning. First, a preverbal<br />

message is formulated, which involves the activation <strong>and</strong> retrieval of relevant<br />

2


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

concepts. From these the activation spreads to so-called lemmas, lexical units<br />

which are already specified semantically <strong>and</strong> syntactically, but not yet<br />

phonologically. Phonological encoding takes place at the next level of speech<br />

production, where the units are called phonological forms. In the final stage,<br />

articulation is initiated <strong>and</strong> executed (Levelt et al. 1999).<br />

The first attempt to answer the question of whether the words of two<br />

languages are stored in one or two lexicons was made already in 1963 by Kolers<br />

(1963). Today it is generally assumed that whereas the units at the conceptual<br />

level are shared across languages, lemmas <strong>and</strong> phonological forms (with the<br />

exception of cognates) are language-specific, but stored together in one lexicon.<br />

The preferred hypothesis in psycholinguistic research (De Bot 1992,<br />

Poulisse 1997) about lexical storage in the bilingual mind is the Subset<br />

Hypothesis, first formulated by Paradis (1987). According to this hypothesis,<br />

there is only one storage system. The links between its units are strengthened by<br />

repeated usage. Consequently, the units of one language are connected with each<br />

other more strongly than they are with the units from another language, which<br />

results in emergence of subsets. Each subset contains units from one <strong>and</strong> the<br />

same language <strong>and</strong> can be accessed separately.<br />

Most theories of bilingual <strong>and</strong> second language lexical access further<br />

assume that speakers do not initially select the language-appropriate system<br />

(subset) before making a lexical search, but that lexical access is language<br />

independent <strong>and</strong> both systems are activated <strong>and</strong> searched simultaneously (De Bot<br />

1992, Green 1993, Poulisse & Bongaerts 1994, Hermans et al. 1998, Grosjean,<br />

1998). Hence the lexical processes operating on a bilingual lexicon are<br />

principally the same as those operating on a monolingual one. The relationship<br />

between translation equivalents could be compared to that of near-synonyms in<br />

one language: The not-to-be-selected first language lemma is activated <strong>during</strong> the<br />

lemma selection process of its foreign language equivalent, just as semantically<br />

related first language lemmas are. Hermans <strong>and</strong> his colleagues (Hermans et al.<br />

1998) found evidence that the competition between the to-be-selected foreign<br />

language lemma <strong>and</strong> its first language translation equivalent is as strong as the<br />

3


Denisa Bordag<br />

competition between near-synonyms, because both lemmas turned out to be<br />

phonologically encoded <strong>during</strong> picture naming (with distractors) in a foreign<br />

language (similarly to the way near synonyms are: see Jescheniak & Schriefers<br />

1998, Peterson & Savoy 1998).<br />

The subjective frequencies of foreign language lemmas are, however,<br />

generally low, <strong>and</strong> the links between them weak in comparison with the<br />

frequencies of first language lemmas <strong>and</strong> the strength of connections between<br />

them. It is therefore difficult to overcome their activation <strong>during</strong> second language<br />

production (Hermans et al. 1998). The competition with interfering first language<br />

lemmas then could be one of the reasons why the production of a word in a<br />

foreign language requires considerably more time than in a first language (e.g.<br />

Kroll & Curley 1988, Potter et al.1984) <strong>and</strong> why unintended code switching<br />

occurs, as well as cross-linguistic interference in general.<br />

Theories concerned with how second language speakers (<strong>and</strong> bilinguals)<br />

control their language production (Green 1998, Grosjean 1997, 1998) assume<br />

that language systems can be at different levels of activation <strong>and</strong> that in order to<br />

speak one language rather than another its activation level must exceed that of<br />

the other language (Paradis 1981, Grosjean 1988 <strong>and</strong> later). A further notion is<br />

that regulation is achieved through the modification of levels of activation of<br />

language networks, or items within these networks, rather than via a simple<br />

switch mechanism (De Bot & Schreuder 1993, Grainger & Dijkstra 1992,<br />

Grosjean 1988, Paradis 1981).<br />

Grosjean (1997, 1998) proposes that the activation <strong>and</strong> deactivation of<br />

language systems allows bilinguals to achieve different language modes. In the<br />

monolingual mode, one language is the base language <strong>and</strong> the other is<br />

deactivated at least partially. In contrast, in the bilingual mode (the other extreme<br />

of the bilingual continuum), when individuals are speaking with somebody with<br />

whom they can code-switch or mix languages, both languages are relatively<br />

active, but the activation of the base language is greater. As for the second<br />

language speakers, it is assumed that they cannot prevent their first language<br />

from being at least partly activated <strong>and</strong> thus interfering with the production of<br />

4


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

their speech in the foreign language (Green 1986, 1993, De Bot & Schreuder<br />

1993).<br />

2. <strong>Interlingual</strong> <strong>Interference</strong><br />

On the basis of this information it is possible to hypothesize that one of the<br />

reasons why acquisition <strong>and</strong> production of grammatical gender causes so many<br />

difficulties for second language speakers at all levels of proficiency is the<br />

interference from their first language. During second language production, both<br />

language systems are activated <strong>and</strong> searched in parallel: If a second language<br />

speaker wants to produce a nominal phrase in his or her second language, the<br />

lemmas of the corresponding first language translation equivalents <strong>and</strong> their<br />

grammatical features are also activated <strong>and</strong> may thus interfere with second<br />

language production.<br />

The prominent models of first language production (Levelt 1989, Levelt et<br />

al. 1999, Dell 1986) assume that the information concerning grammatical gender<br />

is stored in the form of generic gender nodes at the lemma level. Lemmas of all<br />

nouns of the same gender are thus connected to one gender node common to<br />

them all. If gender information is necessary for further encoding, all activated<br />

gender nodes compete for selection <strong>and</strong> the most highly activated one (usually<br />

the one of the target lemma) is finally selected. If we exp<strong>and</strong> this hypothesis to<br />

the representation of second language grammatical gender, we might assume that<br />

if two languages have the same number <strong>and</strong> type of grammatical gender, their<br />

lemmas are all mapped onto one set of gender nodes. This assumption is<br />

supported by theories stressing the fact that the incomplete second language<br />

system takes over, or inherits, all it possibly can from the first language<br />

(Competition Model by Mac Whinney 1997), i.e. possibly including the generic<br />

gender nodes as well.<br />

The hypothesis to be tested, concerning the interlingual interference <strong>during</strong><br />

the second language production of grammatical gender, thus reads as follows: If<br />

the gender of a first language noun differs from that of its to-be-selected second<br />

language translation equivalent, their lemmas compete for selection <strong>and</strong> with<br />

5


Denisa Bordag<br />

them their corresponding gender nodes, which they automatically activate.<br />

Selection of the second language lemma should thus be delayed <strong>and</strong> subjects<br />

should produce more gender errors compared to the condition where both<br />

translation equivalents have congruent genders. We will use the term gender<br />

interference effect to refer to the negative effect of the first language gender on<br />

the selection of the gender of its second language translation equivalent.<br />

Conceptualization<br />

<br />

Grammatical<br />

encoding<br />

(lemmas)<br />

I<br />

I<br />

I<br />

I<br />

, I Phonological<br />

<br />

encoding<br />

(phonological forms)<br />

[hrad]<br />

Articulation<br />

Figure I: <strong>Gender</strong> interference effect: The gender node of the target second language word "hrad"<br />

(castle, masculine in Czech) competes for selection with the gender node of its automatically<br />

activated first language translation equivalent "burg" (feminine in German).<br />

2.1 Experiments<br />

Two experiments were constructed to explore whether such a gender interference<br />

effect indeed exists. Two languages, German <strong>and</strong> Czech, were chosen to be<br />

employed in these experiments. Both these languages have grammatical gender<br />

<strong>and</strong> the number <strong>and</strong> type of their genders is identical: masculine, feminine <strong>and</strong><br />

6


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

neuter. Despite these similarities, the languages differ in how the three genders<br />

are assigned to their nouns: Approximately half of their translation equivalents<br />

have identical genders while the other half does not. There is also no 1:1<br />

mapping between the genders of Czech <strong>and</strong> German nouns: It is impossible to<br />

say that e.g. most German feminines correspond to Czech neuters or the other<br />

way around. German learners of Czech (<strong>and</strong> vice versa) thus have to learn the<br />

appropriate gender with every single noun they acquire. Sometimes the gender<br />

(especially of Czech nouns) can be guessed from their terminations, but this<br />

method is not very reliable as there is no ending in the Czech or German<br />

language (apart from some derivational suffixes), which would unambiguously<br />

mark e.g. only feminine nouns <strong>and</strong> not any other.<br />

2.1.1 Experimental design<br />

In both experiments, subjects had to name pictures in their second language in<br />

two conditions: either with a bare noun (short condition) or with an adjective of<br />

size (big or small) <strong>and</strong> a noun (long condition). Noun phrases with adjective +<br />

noun <strong>and</strong> not solely article + noun were chosen, because Czech as contrasted to<br />

German does not have any articles. On the other h<strong>and</strong>, adjectives in both<br />

languages have to agree in gender with their head nouns. Half of the nouns<br />

chosen for the experiment had congruent gender in both languages, the other half<br />

did not. The assumption was that production of noun phrases (<strong>and</strong> nouns) with<br />

congruent gender in both languages would be faster than production of those<br />

with different gender in German <strong>and</strong> Czech. To create optimal conditions in<br />

which the first language is most likely (<strong>and</strong> most strongly) activated, it was<br />

decided to keep subjects as close to the bilingual end of the bilingual continuum<br />

(Grosjean 1997) as possible. First language fillers were therefore included into<br />

the experiment, so that one third (22) of the pictures was to be named in the<br />

subjects' first <strong>and</strong> two thirds (44) in their second language.<br />

2.1.2 Participants<br />

Eighteen subjects participated in each experiment. The German subjects tested in<br />

the Czech experiment (Czech was the second language) were mostly students of<br />

West Slavic studies, started to learn Czech after their 16th year (at 20 years on<br />

7


Denisa Bordag<br />

average) <strong>and</strong> had been learning Czech for 4.6 years on average. The Czech<br />

participants tested in the German experiment (German was the second language)<br />

started to learn German after their 8th year (at 14 on average) <strong>and</strong> had been<br />

learning German for 8.4 years on average. Many of them experienced long<br />

periods when they were not using German at all, so although they had been<br />

learning German almost twice as long as the German subjects, their proficiency<br />

in the foreign language was on average not exceedingly higher than that of the<br />

German subjects. The proficiency of the subjects was judged on the basis of an<br />

informal interview in subjects" second language at the beginning of the<br />

experiment, the information they provided in the questionnaire <strong>and</strong> their rating of<br />

their familiarity with the experimental items. Most German subjects have already<br />

passed or were just about to take the German equivalent of the English B.A.<br />

exams in Czech Studies (Zwischenpriifung). All Czech participant had sufficient<br />

knowledge of German to study at this language at the University of Leipzig.<br />

Highly advanced subjects or subjects below the level of intermediate were not<br />

tested or not included in the analysis. All subjects were paid for their<br />

participation.<br />

2.1.3 Materials<br />

The target stimuli were 72 line drawings in the Czech <strong>and</strong> 70 in the German<br />

experiment. Pictures of forty-four nouns were chosen as experimental items,<br />

none of them were cognates. The experimental items were partly different for<br />

each experiment to match all conditions (see below). The gender of half of the<br />

nouns was congruent with that of their translation equivalents (e.g. strom <strong>and</strong><br />

Baum, both rnasculines), the gender of the other half differed from that of their<br />

translation equivalents (e.g. obraz (masculine) <strong>and</strong> BUd (neuter». They were all<br />

easily-depictable concrete nouns with high frequency both in Czech <strong>and</strong> in<br />

German. The majority of the experimental items were monomorphemic <strong>and</strong><br />

inanimate. Each set of 22 nouns consisted of 8 masculines, 8 feminines <strong>and</strong> 6<br />

neuters. Their length ranged between one <strong>and</strong> three syllables <strong>and</strong> each set<br />

contained the same number of mono-, di- <strong>and</strong> trisyllabic masculine, feminine <strong>and</strong><br />

8


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

neuter nouns. The sets were also matched for final letter to control for the<br />

possible influence of phonological form on gender selection.<br />

Next to 44 experimental items, there were also 22 first language filler items<br />

<strong>and</strong> 14 practice items. They were also very frequent in both languages. Some of<br />

the fillers were used as practice items as well.<br />

2.1.4 Procedure<br />

The experimental session had three parts <strong>and</strong> lasted approximately 40 minutes.<br />

Participants were tested individually.<br />

The first part started with a short informal dialogue in the second language<br />

to test whether the subject is a suitable c<strong>and</strong>idate for the experiment. Then,<br />

subjects were presented with instructions emphasizing both the speed <strong>and</strong><br />

accuracy of their responses <strong>and</strong> with a booklet containing all 72 (70) pictures,<br />

which would later appear in the experiment. Under each picture, its first language<br />

name <strong>and</strong> its second language translation equivalent were printed. Subjects were<br />

asked to rate on a 7-point scale 1) how well the picture depicted the first<br />

language word, 2) how well it depicted the second language word <strong>and</strong> 3) how<br />

familiar they were with the second word. The ratings were done to ensure that<br />

participants really study the names of the pictures <strong>and</strong> to obtain data for<br />

evaluations of the stimuli materials <strong>and</strong> of subjects' familiarity with the second<br />

language words. The ratings also allowed the experimenter to control for whether<br />

the words in either the gender congruent or gender-incongruent set were not less<br />

familiar or less well-depicted than the words in the other set. Later analyses<br />

showed that all words were equally well-depicted <strong>and</strong> very well known to all<br />

participants. (Total rating in the Czech experiment was 6.48 in the congruent <strong>and</strong><br />

6.45 in the incongruent group; in the German experiment 6.58 <strong>and</strong> 6.55 in the<br />

congruent <strong>and</strong> incongruent group, respectively).<br />

In the second part of the experimental session the experiment proper was<br />

run. Before the experiment started, participants were presented with a sheet<br />

containing Czech <strong>and</strong> German examples of noun phrases, which were to be used<br />

in the experiment's long condition. Attention was not explicitly drawn to<br />

grammatical gender.<br />

9


Denisa Bordag<br />

The experimental session started with a block of 14 practice items, which<br />

was the same for all subjects in each experiment. Each trial started with a visual<br />

fixation point (= * =) presented on a grey background for 600 ms on the right of<br />

the screen in the middle of an imaginary square in which the target picture was<br />

displayed later. Then, either a yellow or a blue background appeared for 300 ms.<br />

The colour of the background defined the language in which the response was<br />

required. Half of the subjects in each experiment had to respond in Czech when a<br />

picture was displayed on a blue background <strong>and</strong> in German when a yellow<br />

background appeared, the other half of the subjects had the colours reversed.<br />

Following this pause, a target picture was presented in the imaginary square on<br />

the right of the computer screen <strong>and</strong> marked with a black arrow pointing at it<br />

from the upper right part of the screen. In the long condition, two pictures of the<br />

same object appeared simultaneously on the screen: The target picture marked<br />

with an arrow on its usual position on the right part of the screen <strong>and</strong> either a<br />

larger or a smaller control picture of the same object on the left. When the left<br />

control picture was larger than the target picture, the subjects had to name the<br />

target picture with the adjective "small"; if the left control picture was smaller<br />

than the target picture, subjects had to name the target picture with the adjective<br />

"big". Naming latencies were measured from the right or both pictures onset by a<br />

voice key.<br />

The display colour of the arrow was contingent on the participant's<br />

response. It turned white as soon as a vocal response was initiated. However, if<br />

no response was registered within 5000 ms (time out) the arrow turned red.<br />

When the participant was ready for the next trial, he or she pressed the space bar<br />

on the keyboard <strong>and</strong> after a pause of 300 ms the fixation point of the new trial<br />

was displayed.<br />

Subjects were r<strong>and</strong>omly assigned to one of two main r<strong>and</strong>omisation<br />

versions in each experiment. Each item was presented in a long <strong>and</strong> in a short<br />

condition. Half of the subjects in each experiment saw the items in the long<br />

condition first; the other half saw the items in the short condition first. Within<br />

each subject, half of the items were long first, the other half were short first. The<br />

10


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

two main versions of the experiment differed with respect to which items were<br />

long first.<br />

Individual r<strong>and</strong>omisations within the two main versions were prepared for<br />

each subject with the following restrictions: No more than 3 trials of the same<br />

condition (long vs. short), the same size (big vs. small) <strong>and</strong> the same gender<br />

(masculine, feminine, neuter) were allowed to follow each other. The same<br />

language of response was allowed in maximally 4 successive trials.<br />

In the third part of the experimental session, subjects filled in a<br />

questionnaire concerning their proficiency in the second language <strong>and</strong> their<br />

language background.<br />

2.1.5 Results <strong>and</strong> discussion<br />

A total of 352 (14.80/0) observations in the Czech experiment <strong>and</strong> 443<br />

(18.60/0) in the German experiment were marked as incorrect. Observations were<br />

discarded mainly due to voice-key errors, gender errors <strong>and</strong> task errors (picture<br />

named in the wrong language, with the wrong adjective etc.). The cut-off was<br />

two st<strong>and</strong>ard deviations from a subject's mean response time in the long <strong>and</strong><br />

short condition.<br />

Analyses of variance (ANOYAs) were performed on the mean naming<br />

latencies per subject (FI) <strong>and</strong> per item (F2) in each experiment. Overall, naming<br />

latencies for pictures with names from the gender-incongruent set were slower<br />

than naming latencies for pictures with congruent gender in both languages. Both<br />

analysis with subjects as a r<strong>and</strong>om factor <strong>and</strong> with items as a r<strong>and</strong>om factor<br />

showed a significant effect on condition (congruent vs. incongruent) at the<br />

p


Denisa Bordag<br />

Table 1.<br />

Results of the Czech experiment with reaction times in ms<br />

<strong>and</strong> % of errors in each experimental conditon.<br />

Czech exp, Congruent Incongruent Interf, effect<br />

RT %e RT %e<br />

Short 1202 1.4 1276 1.3 +74<br />

Long 1642 3.9 1703 4.1 + 61<br />

Table 2.<br />

Results of the German experiment with reaction times in ms<br />

<strong>and</strong> % of errors in each experimental condition.<br />

German exp, Congruent Incongruent Interf. effect<br />

RT %e RT %e<br />

Short 1136 1.8 1240 2.4 +104<br />

Long 1410 3.9 1489 5.9 +79<br />

As the Tables 1 <strong>and</strong> 2 show, reaction times in the Czech experiment were<br />

numerically slower <strong>and</strong> the interference effect smaller compared to the German<br />

experiment (though no statistic comparison can be made, because different<br />

subjects were tested in both experiments). Rather than difference in proficiency<br />

(subjects in the Czech experiment made less errors than those in the German<br />

experiment), this might suggest different experimental strategies employed by<br />

the Czech <strong>and</strong> German subjects: Whereas German subjects preferred a correct<br />

answer to speed (which might have caused that the interference effect partly<br />

"disappeared" in the long naming latencies), Czech subjects probably mostly<br />

opted for the reversed strategy.<br />

To examine whether the gender interference effect obtained in the RT<br />

analysis also showed up in the error analysis, a Qui-square test for the given<br />

probabilities was performed on the number of gender errors in the gendercongruent<br />

<strong>and</strong> gender-incongruent conditions. The test reached significance in<br />

both experiments (p


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

induces more gender errors in the adjective + noun condition than when the<br />

genders of the translation equivalents are congruent in both languages.<br />

Table 3.<br />

Number of gender errors in both experiments in the long condition.<br />

number of gender errors<br />

Czech experiment<br />

German experiment<br />

Congruent condition 22 48<br />

Incongruent condition 52 90<br />

Three important results were obtained in the experiment. First, the<br />

response latencies were longer if the gender of a second language noun differed<br />

from that of its first language translation equivalent. Second, more gender errors<br />

were produced if genders of translation equi valents were incongruent. These two<br />

results support the initial hypothesis that there is a gender interference effect from<br />

the first language <strong>during</strong> second language production of grammatical gender.<br />

Interestingly, <strong>and</strong> this is the third important result, the gender interference effect<br />

was obtained not only in the long condition, where the information about<br />

grammatical gender was necessary to encode the adjecti ve agreement ending, but<br />

also in the short condition, when only a bare noun was named.<br />

In this aspect the gender interference effect differs from a gender<br />

distraction effect obtained in picture-word distractor experiments in some native<br />

languages, e.g. in German <strong>and</strong> Dutch (German: Schriefers & Truel 2000, van<br />

Berkum 1997, Dutch: Schriefers 1993, La Heij et al. 1998; for overview:<br />

Schriefers & Jescheniak 1999). In these experiments subjects had to name<br />

pictures either when gender congruent or a gender incongruent word distractor<br />

was present. In these experiments, similarly to those described above, slower<br />

reaction times <strong>and</strong> more gender errors were obtained when the target picture <strong>and</strong><br />

word distractor had different genders than when their genders agreed. This effect<br />

was, however, consistently obtained only when the gender was required by the<br />

syntactic environment, i.e. by naming with a gender-marked nominal phrase. The<br />

difference between the two effects may be due to the fact that whereas the picture<br />

13


Denisa Bordag<br />

name <strong>and</strong> word distractor in the first language experiments were usually<br />

semantically unrelated words, the two translation equivalents are semantically<br />

identical (or at least very close) <strong>and</strong> share a common concept. Consequently, it<br />

might be the case that the competition between gender nodes is stronger if the<br />

two relevant lemmas share the same concept <strong>and</strong> that under this condition the<br />

not-to-be-selected gender node interferes <strong>and</strong> competes for selection even when<br />

it is not needed by the syntactic environment. More experiments are, however,<br />

necessary in order to explain the difference between the two effects satisfactorily.<br />

3. <strong>Intralingual</strong> interference<br />

In the next step, the role of intralingual interference <strong>during</strong> second language<br />

production of grammatical gender shall be explored. According to Richards<br />

(1971) intralingual interferece "reflects the general characteristics of rule<br />

learning such as a faulty generalisation, incomplete application of rules <strong>and</strong><br />

failure to learn conditions under which rules apply". A typical manifestation of<br />

an intralingual interference is thus overgeneralization.<br />

As already mentioned above, the gender of German <strong>and</strong> especially Czech<br />

nouns can be partly derived from a word's termination. In Czech, there is a<br />

typical termination for each gender (monomorphemic words): -a for feminines, ­<br />

o for neutrals <strong>and</strong> a consonant for masculines, in German this is only partly true<br />

(see below). In both languages it is, however, possible to formulate rules on the<br />

basis of which a large number of nouns can be assigned a particular gender<br />

according to their termination. One way in which intralingual interference <strong>during</strong><br />

second language production can be manifested is hence overgeneralization of<br />

these regularities between a noun's grammatical gender <strong>and</strong> its termination. To<br />

find out whether this kind of intralingual interference appears in the data, the<br />

gender errors made in the long conditions in both experiments were analyzed.<br />

4.1 <strong>Gender</strong> errors analysis<br />

A detailed analysis of gender errors made by subjects in both experiments in the<br />

long condition revealed a consistent pattern: Subjects made most gender errors in<br />

agreement with nouns which had either an ambiguous or an atypical termination<br />

14


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

for their gender. In these cases, subjects mostly assigned to these nouns a gender<br />

which they "should have had" according to their termination. Figure 1 presents<br />

an overview of average number of agreement errors for items with particular<br />

termination in the first experiment (Czech).<br />

Figure 1.<br />

Average number of errors for particular terminations within each gender<br />

in the Czech experiment.<br />

[I-c<br />

.-e<br />

D-a<br />

ml-o<br />

mase. I-cl fern. [-a] neut. [-0]<br />

A typical termination for masculine nouns in Czech is a consonant (e.g. strom<br />

(M) - tree), for feminine -a (e.g. kniha (F) - book) <strong>and</strong> for neutral -0 (e.g. m sto<br />

(N) - town). Figure 1 shows that if the experimental nouns had a gender<br />

predictable from their terminations, subjects made almost no agreement errors.<br />

The vowel -e is from this aspect an ambiguous termination in Czech, because<br />

nouns ending with -e are usually either feminine or neuter (e.g. iidle (F) - chair<br />

<strong>and</strong> slunce (N) - sun). As obvious from the table, the number of agreement<br />

errors with these nouns was higher. Typically, if the participants made a gender<br />

error in agreement with a feminine noun ending with -e, it was because they took<br />

it for a neuter (e.g. *male(N) iidle - small chair), <strong>and</strong> vice versa (e.g. *mald(F)<br />

slunce - small sun). Most errors were made in agreement with feminine nouns<br />

ending with a consonant (mys(F) - mouse). As mentioned above, a final<br />

consonant is a termination typical for masculine nouns (there are only a few<br />

derived Czech masculine nouns which end with a vowel) <strong>and</strong> though the number<br />

of Czech feminine nouns ending with a consonant is quite large, it is still<br />

15


Denisa Bordag<br />

considered an atypical feminine ending. Characteristically, almost all feminine<br />

nouns ending with a consonant were considered masculine by the subjects<br />

(*maly(M) mys - small mouse),<br />

The situation was similar in the second experiment (German) as<br />

summarized in Figure 2.<br />

Figure 2.<br />

Average number of errors for particular terminations within each gender<br />

in the German experiment.<br />

5<br />

4,5<br />

4<br />

3,5<br />

3<br />

2,5<br />

2<br />

1,5<br />

1<br />

0,5<br />

o<br />

rnasc. [-cl neut. [-cl fern. [-e]<br />

In this experiment, the variety of the noun terminations was not so large as in the<br />

Czech experiment: The experimental nouns ended either with a consonant or<br />

with -e. This reflects the situation in German inflectional morphology, which is<br />

less rich than in Czech. The only typical termination in this experiment was -e,<br />

marking predictably German feminine nouns (e.g. Brucke'F) - bridge). As<br />

clearly seen from the table, almost no gender errors were made with these nouns<br />

(one error on each such item on average in both conditions in the whole<br />

experiment). A consonant must be considered an ambiguous termination in<br />

German, because it is a usual ending for both masculine <strong>and</strong> neuter nouns (e.g.<br />

Kopf(M) - head <strong>and</strong> Herz(N) - heart). It is thus not surprising that subjects often<br />

confused German masculine nouns with neuter ones (e.g. *kleines(N) Kopfsmall<br />

head) <strong>and</strong> vice versa (*kleiner(M) Her: - small heart). (The average<br />

16


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

number of gender errors for neuter nouns in both conditions was 3.75, for<br />

masculine nouns 4.8.). A possible interpretation of the fact that subjects made<br />

more gender errors in this experiment (138 compared to 74 in the Czech<br />

experiment), thus might be that in German participants could rely less on a word<br />

termination as a source of information about grammatical gender. If they did, it<br />

often resulted in agreement errors, because the correlation between word<br />

termination <strong>and</strong> grammatical gender is generally lower in German than in Czech.<br />

The results of the gender errors analysis clearly shows that intralingual<br />

interference affected the gender production in both experiments as well: Subjects<br />

clearly overgeneralized the phonological rules for gender assignment in both<br />

languages <strong>and</strong> applied them to nouns with different gender as well. This effect<br />

was stronger in Czech than in German, because the correlation between<br />

grammatical gender <strong>and</strong> word termination is more straightforward in this<br />

language. The analysis further showed that phonological form of a word plays an<br />

important role in second language grammatical gender production <strong>and</strong> that<br />

subjects take word termination into account <strong>during</strong> gender selection.<br />

It is noteworthy that the way the phonological form of a noun affects the<br />

gender assignment in a second language is similar to the way a noun termination<br />

influences gender assignment in the child language. Overgeneralizations of<br />

typical terminations <strong>and</strong> difficulties with gender of nouns with ambiguous or<br />

atypical terminations have been observed in the language of both Czech <strong>and</strong><br />

German children. Henzel (1975), who published probably the only article on this<br />

topic concerning acquisition of the first language Czech reports error free gender<br />

production with nouns with a "clear-cut phonological form" <strong>and</strong> states that:<br />

"the child learning to speak Czech gives preference to those gender categories<br />

which are least ambiguous rather than to those that are most frequent; he<br />

attends to the consonant ending with masculine, to the a-ending with feminine,<br />

<strong>and</strong> to the a-ending with neuter" (Henzel 1975, 189)<br />

More evidence about first language gender acquisition has been collected about<br />

German. In her monography on gender acquisition by German <strong>and</strong> English<br />

17


Denisa Bordag<br />

children, Mills (1986) observes that similarly to the second language learners,<br />

also German children have least problems with acquisition of feminine gender of<br />

nouns ending with -e <strong>and</strong> show difficulties with acquisition of gender of nouns<br />

with consonantal termination.<br />

4. Conclusion<br />

According to the results of this study there seem to be at least three factors<br />

affecting gender production in a second language:<br />

(1) The gender of the corresponding first language translation equivalent<br />

(interlingual interference/transfer).<br />

(2) The phonological form of the to-be-selected second language noun<br />

(intralingual interference/transfer),<br />

(3) <strong>Gender</strong> information saved on the second language lemma (otherwise<br />

subjects would not be able to produce the correct gender of nouns whose<br />

gender differs from that of their first language translation equivalent<br />

<strong>and</strong>/or has an atypical termination).<br />

The gender errors reported in the language of Czech <strong>and</strong> German children<br />

are also in accordance with the hypothesis that at least in the early stages of<br />

language acquisition children assign gender on the basis of phonological form of<br />

a noun. As native speakers later achieve full competence in gender production<br />

<strong>and</strong> can retrieve grammatical gender very fast without making errors, it is<br />

assumed by the models of adult language speech production that the information<br />

about grammatical gender is stored.<br />

Inlight of the findings reported in this paper it however does not seem to be<br />

necessarily the case that grammatical gender of second language nouns is stored<br />

as their inherent property in the same way as it is assumed for native languages.<br />

It is more likely that the grammatical gender of second language nouns is<br />

computed each time it is needed anew on the basis of stored information,<br />

information coming from the first language lemmas <strong>and</strong> information coming<br />

from the phonological form. In this aspect the second language gender<br />

production seems to be closer to the child than to the adult language processing.<br />

18


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

Interestingly, effects similar to those in the child language were observed with<br />

quite proticient second language learners <strong>and</strong> with nouns belonging to the core of<br />

basic vocabulary in our experiments. It would be interesting to see whether the<br />

same interference effects could be obtained with second language speakers of<br />

near-native proficiency, or whether it is possible for the second language learners<br />

to reach a processing stage equivalent to that of adult native language speakers.<br />

The critical period is likely to play a role here.<br />

The influence of phonological form is of crucial importance for the models<br />

of speech production, because it would assume a feedback activation between the<br />

level of phonological forms <strong>and</strong> the lemma level, where gender selection takes<br />

place. Whereas this idea is compatible with models permitting bottom-up<br />

processes like the Interactive Activation Model of Dell (1986), it is incompatible<br />

with strictly serial models without feedback like the one of Levelt (1989, Levelt<br />

et al. 1999). However, it is not possible to decide on the basis of our data,<br />

whether the effect of phonological form could not be also a post-lexical strategy<br />

which the subjects use to solve the problem of gender assignment in cases where<br />

the usual mechanisms fail. If the feedback from the phonological form is<br />

however an automatic process, speech production models which aspire to explain<br />

both the first <strong>and</strong> second language production <strong>and</strong> which do not permit bottomup<br />

processes would have to reconsider their claims. Further experiments are<br />

clearly necessary to answer this question <strong>and</strong> many others concerning gender<br />

production <strong>and</strong> representation in second languages.<br />

References<br />

Bordag, D. (2003) Gramaticky rod a e ova produkce v mate skern a cizim<br />

jazyce. asopis eskoslovenske psychologie 2:105-122.<br />

De Bot, K. (1992) A bilingual production model: Levelt's speaking model<br />

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Dell, G. S. (1986) A spreading-activation model of retrieval in sentence<br />

production. Psychological Review 93:231-241.<br />

Dulay, H.C. <strong>and</strong> M.K. Burt (1974a) Errors <strong>and</strong> strategies in child second language<br />

acquisition. TESOL Quarterly 8:129-136.<br />

Dulay, H.C. <strong>and</strong> M.K. Burt (1974b) Natural sequences in child second language<br />

acquisition. Language learning 24:37-53.<br />

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Henzel, V. M. (1975) Acquisition of grammatical gender in Czech. Reports on<br />

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words in a foreign language: Can speakers prevent interference from their<br />

first language Bilingualism: Language <strong>and</strong> Cognition 1:213-229.<br />

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processing in lexical access in speech production: Further evidence from the<br />

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Appendix<br />

Items used in Experiments 1 <strong>and</strong> 2 in both conditions. The lists contain the target<br />

L2 words, their L1 translation equivalents (with their corresponding genders) <strong>and</strong><br />

the English translation.<br />

Experiment 1<br />

<strong>Gender</strong> congruent group<br />

<strong>Gender</strong> incongruent group<br />

Czech (L2) German (L1) English Czech (L2) German (L1) English<br />

Mf m Ball m ball Nos m Nase f nose<br />

Pes m Hund m dog Byt m Wohnung f flat<br />

Vlak m Zug m train hrad m Burg f castle<br />

21


Denisa Bordag<br />

Strom m Baum m tree most m Brticke f bridge<br />

Dopis m Brief m letter obraz m Bild n picture<br />

Kabat m Mantel m coat kostel m Kirche f church<br />

M sic m Mond m moon darek m Geschenk n present<br />

Koberec m Teppich m carpet pomeran m Orange f orange<br />

Mys F Maus f mouse Lo f Schiff n ship<br />

Ruka F H<strong>and</strong> f h<strong>and</strong> noha f FuB m foot<br />

Svf ka F Kerze f c<strong>and</strong>le kniha f Buch n book<br />

Mapa F Karte f map hlava f Kopf m head<br />

Sprcha F Dusche f shower ryba f Fisch m fish<br />

Ko ka F Katze f cat zidle f Stuhl ill chair<br />

Tabule F Tafel f blackboard vesnice f Dorf n village<br />

Koruna F Krone f crown zmrzlina f Eis n ice-cream<br />

Srdce n Herz n heart raj e n Tomate f tomato<br />

Pole n Feld n field slunce n Sonne f sun<br />

Oko n Auge n eye m sto n Stadt f city<br />

Ucho n Ohr n ear vino n Wein m wine<br />

Okno n Fenster n window k eslo n Sessel m arm-chair<br />

Letadlo n Flugzeug n plane zrcadlo n Spiegel m mirror<br />

Experiment 2<br />

<strong>Gender</strong> congruent group<br />

<strong>Gender</strong> incongruent group<br />

English<br />

German (L2) Czech (Ll) German (L2) Czech (Ll) English<br />

Ball m Mf m ball Fuss m noha f foot<br />

Hund m Pes m dog Stuhl m zidle f chair<br />

Zug m Vlak m train Kopf m hlava f head<br />

Baum m Strom m tree Wein m vino n wine<br />

Brief m Dopis m letter Fisch m ryba f fish<br />

Zahn m Zub m tooth Schrank m sk f f wardrobe<br />

22


<strong>Interlingual</strong> <strong>and</strong> <strong>Intralingual</strong> <strong>Interference</strong><br />

Teller m Tall m plate Sessel m k eslo n arm-chair<br />

Teppich m Koberec m carpet Spiegel m zrcadlo n mirror<br />

Maus f Mys f mouse Burg f hrad m castle<br />

H<strong>and</strong> f Ruka f h<strong>and</strong> Stadt f m sto n city<br />

Kerze f Svf ka f c<strong>and</strong>le Nase f nos m nose<br />

Rose f R ze f map Sonne f slunce n son<br />

Dusche f Sprcha f shower Brticke f most m bridge<br />

Katze f Ko ka f cat Kirche f kostel m church<br />

Tafel f Tabule f blackboard Butter f maslo n butter<br />

Krone f Koruna f crown Tomate f raj e n tomato<br />

Herz n Srdce n heart Schiff n 10 f ship<br />

Feld n Pole n field Bett n postel f bed<br />

Ei n Vejce n egg Pferd n k m horse<br />

Ohr n Ucho n ear Dorf n vesnice f village<br />

Fenster n Okno n window Eis n zmrzlina f ice-cream<br />

Flugzeug n Letadlo n plane Geschenk n darek m present<br />

Denisa Bordag<br />

lnstitut fur Linguistik<br />

Universitat Leipzig<br />

BeethovenstraBe 15<br />

04107 Leipzig<br />

Germany<br />

e-mail: denisav@gmx.net<br />

23

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