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The Instrumental Case

An in-depth exploration of the grammatical case used to denote the instrument or means by which an action is accomplished, across various languages.

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General Discussion

Definition and Function

In grammar, the instrumental case (abbreviated INS or INSTR) is a grammatical case used to indicate that a noun serves as the instrument or means by which the subject achieves or accomplishes an action. This noun can represent either a tangible object or an abstract concept.

Expression in English

Modern English typically expresses the instrumental meaning through prepositional phrases. Common prepositions include with, by, or using, followed by the noun indicating the instrument. For instance: "I wrote the note with a pen." Technical descriptions may employ phrases like "by means of" or "via," which historically derive from Latin ablative forms signifying "by way of."

Historical Presence

The instrumental case has been identified in numerous languages throughout history, including Old English, Old Saxon, Georgian, Armenian, Basque, Sanskrit, and the Balto-Slavic language family. Some Uralic languages utilize the adessive or locative cases for similar functions, while Turkish and Tamil may employ a combined instrumental/comitative case.

Instrumental Case in Russian

Multifaceted Usage

The instrumental case, known in Russian as tvoritel'nyj padež, exhibits a rich array of functions beyond its core instrumental role. These include marking the agent in passive constructions, serving as a predicate with various verb forms, denoting temporal relations, expressing similarity, indicating location with specific prepositions, and functioning with verbs of use, control, attitude, and reciprocal action.

  • Agent in Passive Voice: "Книга написана Марком Твеном" ("The book was written by Mark Twain"). Here, "Марком Твеном" (Mark Twain) is in the instrumental case.
  • Predicate with Verbs of Being: Used with infinitive, future, imperative, conditional, and gerund forms of "быть" (to be) and "являться" (to appear/be). E.g., "я хочу быть врачом" ("I want to be a doctor"), "не будь трусом" ("don't be a coward").
  • Predicate with Other Verbs: Denotes state, appearance, manner, or consideration.
  • Temporal Relations: Indicates time of day or season. E.g., "я работаю утром" ("I work in the morning").
  • Similarity: Expresses likeness. E.g., "выть волком" ("to howl like a wolf"), "умереть героем" ("to die like a hero").
  • Location: Used with prepositions like "behind," "in front of," "under," "above," "next to," and "between."
  • Verbs of Use/Control: With verbs denoting ownership, management, abuse, rule, possession, etc.
  • Verbs of Attitude: With verbs expressing pride, threat, value, interest, admiration, obsession, etc.
  • Reciprocal Action: With verbs like "share" or "exchange."

English Legacy

Etymological Roots

While Modern English lacks a distinct instrumental case inflection for nouns, its influence persists. The interrogative word "why" is etymologically derived from the Old English instrumental case of "what." Similarly, "thus" originates from the instrumental case of the demonstrative pronoun related to "that." Phrases like "The more, the merrier" also showcase remnants of instrumental declension, where "the" derives from the instrumental case of the demonstrative pronoun.

Old English Usage

In Old English, the instrumental case denoted means or manner, as seen in phrases like "oþere naman Iulius" ('by another name called Julius'). It also indicated temporal scope, as in "þy ilcan dæge" ('on the same day'). Adverbs were commonly derived by adding the instrumental '-e' suffix to adjectives. The instrumental case also influenced the formation of adverbs and demonstrative/interrogative pronouns.

Proto-Indo-European Roots

Reconstructed Case System

Linguistic reconstruction suggests that Proto-Indo-European, the ancestor of many modern European and Indian languages, possessed an instrumental case as one of its eight primary cases. This foundational case marked the instrument or means of an action, a function that was subsequently inherited and adapted by its daughter languages.

Sanskrit Instrumental

Diverse Applications

In Classical Sanskrit, the instrumental case demonstrates considerable versatility:

  • Instrument of Action: Denotes the direct means by which an action is performed. Example: "Rāma writes with a pen."
  • Accompaniment: Indicates someone or something accompanying an action, often used with postpositions like saha ("with"). Example: "Devadatta went accompanied by the servant."
  • Agent in Passive Voice: Marks the performer of the action in passive constructions. Example: "Barley is eaten by Devadatta."
  • Cause or Reason: Expresses the underlying cause or circumstance. Example: "He abandoned the village out of misery."
  • With Negation: Used with the preposition vinā ("without"). Example: "A lotus dies without water."
  • With "Enough": Employed with particles alam and kṛtam, both signifying "enough." Example: "Enough with noise."

Assamese Instrumental

Morphological Markers

In Standard Assamese, the instrumental case is primarily indicated by the suffix (e)re. Some dialects may use (e)di. This case marker facilitates the expression of the instrument, path of movement, or material composition.

Examples:

  • "Simi writes with pens/a pen." (using kolomere)
  • "We are going through a forest." (using habire)
  • "The bowl is made of soil." (using matire)

Ancient Greek Dative

Case Merging

In Ancient Greek, the functions of the Proto-Indo-European instrumental case were largely absorbed by the dative case. Consequently, the Greek dative case encompasses semantic roles originally belonging to the Proto-Indo-European dative, instrumental, and locative cases. This is evident with the bare dative and the dative used with the preposition sýn ("with"). While evidence is debated, Mycenaean Greek might have retained a distinct instrumental case, later replaced by the dative across all Greek dialects.

Example: "he kills me with a bait." (Here, the dative form of "bait" functions instrumentally).

Germanic Languages

Case Loss and Retention

Proto-Germanic inherited the Indo-European instrumental case, but it largely disappeared from noun declensions in Gothic, Old Norse, and Old Frisian, with the dative case assuming its functions, except for a few relic forms. Early Old High German and Old Saxon nouns did retain instrumental forms (e.g., Old High German wortu 'word'), often marked by a '-u' ending derived from Proto-Indo-European *-ō. Adjectives and pronouns in West Germanic dialects also preserved distinct instrumental singular forms, though instrumental plural inflections are not reconstructible for Common Germanic.

Old English Instrumental

Means, Manner, and Time

The instrumental case in Old English was employed to denote the means or manner of an action. For instance, "oþere naman Iulius" translates to 'by another name called Julius'. It also indicated temporal scope, as in "þy ilcan dæge" ('on the same day'). Adverbs were commonly derived by adding the instrumental '-e' suffix to adjectives. The instrumental case also influenced the formation of adverbs and demonstrative/interrogative pronouns.

Middle High German Transition

Dative Replacement

In Middle High German, the instrumental case in nouns was largely superseded by the dative case, often accompanied by the preposition mit ("with"), mirroring the development seen in English and Ancient Greek. For example, "Hans schrieb mit einem Stifte" ("Hans wrote with a pencil") demonstrates the use of the dative case for instrumental functions.

Czech Instrumental

Practical Application

Czech utilizes the instrumental case to denote the object or means by which an action is performed. This is exemplified in sentences such as:

  • "Píšu perem." ("I write with a pen.") Here, "pero" (pen) becomes "perem" in the instrumental.
  • "Jedu do školy autobusem." ("I go to school by bus.") The noun "autobus" (bus) takes the instrumental form "autobusem" to indicate the mode of transport.

Armenian Instrumental

Suffixation

In Armenian, the instrumental case is typically marked by the suffix -ov (or its variants -atsa / -itsa in Vainakh languages). This suffix indicates that an action is performed by, with, or through a particular agent or object.

Example: "matit" (pencil) becomes "matitov" ("with/by a pencil"). The phrase "matitov grir" means "Write with a pencil." When used with the passive voice, Armenian may substitute the ablative case for the instrumental.

Serbo-Croatian Instrumental

Versatile Functions

The instrumental case in Serbo-Croatian serves multiple functions:

  • Instrument/Means: Denotes the object used to perform an action. Example: "Idem autom" ("I'm going by car"). The preposition "s(a)" ("with") is often omitted but can be retained for emphasis, especially with objects in use.
  • Company: Indicates accompaniment, where "s(a)" is mandatory. Example: "Došao je s roditeljima" ("He came with his parents").
  • Spatial Relations: Used with prepositions like "među" (between), "nad" (above), "pod" (underneath), "pred" (in front of), and "za" (after).
  • Area of Travel: Denotes movement through a space without a preposition. Example: "Hodam plažom" ("I'm walking along a beach").
  • Temporal Scope: Indicates duration or time frame. Example: "Nema ih godinama" ("They haven't come in years").

Latvian Instrumental

Core Meanings

In Latvian, the instrumental case conveys meanings similar to its counterparts in other languages:

  • Instrument of Action: Denotes the tool or means used. Example: "Viņš raksta ar spalvu" ("He writes with a pen").
  • Accompaniment: Indicates participation or presence alongside. Example: "Viņa dziedāja ar meitu" ("She sang with a girl").

Uralic Languages

Hungarian and Finnish Approaches

Uralic languages exhibit distinct ways of expressing instrumental concepts:

  • Hungarian: Possesses a case that functions as both instrumental and comitative. It is used for the means of an action, in causative verb forms to mark the agent caused to act, and for quantification/qualification (e.g., "sokkal jobban" - "much better").
  • Finnish: While historically having an instructive case suffix (-n), modern Finnish predominantly uses the adessive case (-lla/-llä) to convey instrumental meaning, even though its literal sense is locative ('on top'). For example, vasaralla means "using a hammer."

Uto-Aztecan Languages

Nahuatl Suffixation

In Nahuatl, a prominent Uto-Aztecan language, the instrumental case is marked by the suffix -tica. This suffix clearly denotes the instrument or means by which an action is performed.

Example: "ātlān ācalltica in huāllāqueh" translates to "they came on the water by boat," where ācalli (boat) becomes ācalltica (by boat).

Turkic Languages

Turkish Usage

Turkish employs the conjunction ile and its suffixed form -(y)lA (realized as -la or -le due to vowel harmony) to signify the instrumental case. This construction indicates the means or instrument of an action.

Example: "Arabayla geldi" means "he came by car," where araba (car) combines with the suffix to form arabayla.

While the original Proto-Turkic instrumental suffix -n is less productive today, it is preserved in common words denoting time or manner, such as yazın ("during the summer") and yayan ("on foot").

Japanese Instrumental

Particle 'de'

In Japanese, the postpositional particle de serves to mark the instrumental case, indicating the instrument or means used to perform an action.

Example: "katana-de teki-wo kiru" translates to "(I) slay (my) foe with a katana." Here, katana (katana) is marked with -de to show it as the instrument of slaying.

Vainakh Instrumental

Suffixation in Chechen and Ingush

The Vainakh languages, including Chechen and Ingush, utilize the suffix -tsa (or its variants -atsa / -itsa) to denote the instrumental case. This suffix signifies an action performed with or by means of an object.

Example: In the sentence "Asa Bahamitsa Kekhatt yazzdir" ("I wrote with a quill pen"), the noun Baham (pen) takes the instrumental suffix to become Bahamitsa, indicating it as the instrument of writing.

References

Source Citations

The following references were used in the compilation of this article:

  • ^ "Instrumental Case | Department of Classics". classics.osu.edu. Retrieved 2023-12-10.
  • ^ R. D. Fulk, A Comparative Grammar of the Early Germanic Languages, Studies in Germanic Linguistics, 3 (Amsterdam: Benjamins, 2018), doi:10.1075/sigl.3.
  • ^ DESHPANDE, Madhav; "Samskrita-Subodhini", 2007. Michigan Papers on South and Southwest Asia, No. 47. CENTERS FOR SOUTH AND SOUTHWEST ASIAN STUDIES, UNIVERSITY OF MICHIGAN. ISBN 0-89148-079-X.
  • ^ Herbert Weir Smyth. Greek Grammar. par. 1279: composite or mixed cases.
  • ^ Andrew Garett, "Convergence in the formation of Indo-European subgroups: Phylogeny and chronology", in Phylogenetic methods and the prehistory of languages, ed. Peter Forster and Colin Renfrew (Cambridge: McDonald Institute for Archaeological Research), 2006, p. 140, citing Ivo Hajnal, Studien zum mykenischen Kasussystem. Berlin, 1995, with the proviso that "the Mycenaean case system is still controversial in part".
  • ^ 'Sweet's Anglo-Saxon Primer' (9th edition) (Clarendon Press, Oxford)

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References

References

  1.  Herbert Weir Smyth. Greek Grammar. par. 1279: composite or mixed cases.
A full list of references for this article are available at the Instrumental case Wikipedia page

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