The aim of these lectures is to demonstrate the close connection which exists between methods of denoting relationship or kinship and forms of social organisation, including those based on different varieties of the institution of marriage. In other words, my aim will be to show that the terminology of relationship has been rigorously determined by social conditions and that, if this position has been established and accepted, systems of relationship furnish us with a most valuable instrument in studying the history of social institutions.

In the controversy of the present and of recent times, it is the special mode of denoting relationship known as the classificatory system which has formed the chief subject of discussion. It is in connection with this system that there have arisen the various vexed questions which have so excited the interest—I might almost say the passions—of sociologists during the last quarter of a century.

I am afraid it would be dangerous to assume your familiarity with this system, and I must therefore begin with a brief description of its main characters. The essential feature of the classificatory system, that to which it owes its name, is the application of its terms, not to single individual persons, but to classes of relatives which may often be very large. Objections have been made to the use of the term “classificatory” on the ground that our own terms of relationship also apply to classes of persons; the term “brother,” for instance, to all the male children of the same father and mother, the term “uncle” to all the brothers of the father and mother as well as to the husband of an aunt, while the term “cousin” may denote a still larger class. It is, of course, true that many of our own terms of relationship apply to classes of persons, but in the systems to which the word “classificatory” is usually applied, the classificatory principle applies far more widely, and in some cases even, more logically and consistently. In the most complete form of the classificatory system there is not one single term of relationship the use of which tells us that reference is being made to one person and to one person only, whereas in our own system there are six such terms, viz., husband, wife, father, mother, father-in-law and mother-in-law. In those systems in which the classificatory principle is carried to its extreme degree every term is applied to a class of persons. The term “father,” for instance, is applied to all those whom the father would call brother, and to all the husbands of those whom the mother calls sister, both brother and sister being used in a far wider sense than among ourselves. In some forms of the classificatory system the term “father” is also used for all those whom the mother would call brother, and for all the husbands of those whom the father would call sister, and in other systems the application of the term may be still more extensive. Similarly, the term used for the wife may be applied to all those whom the wife would call sister and to the wives of all those whom the speaker calls brother, brother and sister again being used in a far wider sense than in our own language.

The classificatory system has many other features which mark it off more or less sharply from our own mode of denoting relationship, but I do not think it would be profitable to attempt a full description at this stage of our enquiry. As I have said, the object of these lectures is to show how the various features of the classificatory system have arisen out of, and can therefore be explained historically by, social facts. If you are not already acquainted with these features, you will learn to know them the more easily if at the same time you learn how they have come into existence.

I will begin with a brief history of the subject. So long as it was supposed that all the peoples of the world denoted relationship in the same way, namely, that which is customary among ourselves, there was no problem. There was no reason why the subject should have awakened any interest, and so far as I have been able to find, it is only since the discovery of the classificatory system of relationship that the problem now before us was ever raised. I imagine that, if students ever thought about the matter at all, it must have seemed obvious that the way in which they and the other known peoples of the world used terms of relationship was conditioned and determined by the social relations which the terms denoted.

The state of affairs became very different as soon as it was known that many peoples of the world use terms of relationship in a manner, and according to rules, so widely different from our own that they seem to belong to an altogether different order, a difference well illustrated by the confusion which is apt to arise when we use English words in the translation of classificatory terms or classificatory terms as the equivalents of our own. The difficulty or impossibility of conforming to complete truth and reality, when we attempt this task, is the best witness to the fundamental difference between the two modes of denoting relationship.

I do not know of any discovery in the whole range of science which can be more certainly put to the credit of one man than that of the classificatory system of relationship by Lewis Morgan. By this I mean, not merely that he was the first to point out clearly the existence of this mode of denoting relationship, but that it was he who collected the vast mass of material by which the essential characters of the system were demonstrated, and it was he who was the first to recognise the great theoretical importance of his new discovery. It is the denial of this importance by his contemporaries and successors which furnishes the best proof of the credit which is due to him for the discovery. The very extent of the material he collected[1] has probably done much to obstruct the recognition of the importance of his work. It is a somewhat discouraging thought that, if Morgan had been less industrious and had amassed a smaller collection of material which could have been embodied in a more available form, the value of his work would probably have been far more widely recognised than it is to-day. The volume of his material is, however, only a subsidiary factor in the process which has led to the neglect or rejection of the importance of Morgan’s discovery. The chief cause of the neglect is one for which Morgan must himself largely bear the blame. He was not content to demonstrate, as he might to some extent have done from his own material, the close connection between the terminology of the classificatory system of relationship and forms of social organisation. There can be little doubt that he recognised this connection, but he was not content to demonstrate the dependence of the terminology of relationship upon social forms the existence of which was already known, or which were capable of demonstration with the material at his disposal. He passed over all these early stages of the argument, and proceeded directly to refer the origin of the terminology to forms of social organisation which were not known to exist anywhere on the earth and of which there was no direct evidence in the past. When, further, the social condition which Morgan was led to formulate was one of general promiscuity developing into group-marriage, conditions bitterly repugnant to the sentiments of most civilised persons, it is not surprising that he aroused a mass of heated opposition which led, not merely to widespread rejection of his views, but also to the neglect of lessons to be learnt from his new discovery which must have received general recognition long before this, if they had not been obscured by other issues.

The first to take up the cudgels in opposition to Morgan was our own pioneer in the study of the early forms of human society, John Ferguson McLennan.[2] He criticised the views of Morgan severely and often justly, and then pointing out, as was then believed to be the case, that no duties or rights were connected with the relationships of the classificatory system, he concluded that the terms formed merely a code of courtesies and ceremonial addresses for social intercourse. Those who have followed him have usually been content to repeat the conclusion that the classificatory system is nothing more than a body of mutual salutations and terms of address. They have failed to see that it still remains necessary to explain how the terms of the classificatory system came to be used in mutual salutation. They have failed to recognise that they were either rejecting the principle of determinism in sociology, or were only putting back to a conveniently remote distance the consideration of the problem how and why the classificatory terms came to be used in the way now customary among so many peoples of the earth.

This aspect of the problem, which has been neglected or put on one side by the followers of McLennan, was not so treated by McLennan himself. As we should expect from the general character of his work, McLennan clearly recognised that the classificatory system must have been determined by social conditions, and he tried to show how it might have arisen as the result of the change from the Nair to the Tibetan form of polyandry.[3] He even went so far as to formulate varieties of this process by means of which there might have been produced the chief varieties of the classificatory system, the existence of which had been demonstrated by Morgan. It is quite clear that McLennan had no doubts about the necessity of tracing back the social institution of the classificatory system of relationship to social causes, a necessity which has been ignored or even explicitly denied by those who have followed him in rejecting the views of Morgan. It is one of the many unfortunate consequences of McLennan’s belief in the importance of polyandry in the history of human society that it has helped to prevent his followers from seeing the social importance of the classificatory system. They have failed to see that the classificatory system may be the result neither of promiscuity nor of polyandry, and yet have been determined, both in its general character and in its details, by forms of social organisation.

Since the time of Morgan and McLennan few have attempted to deal with the question in any comprehensive manner. The problem has inevitably been involved in the controversy which has raged between the advocates of the original promiscuity or the primitive monogamy of mankind, but most of the former have been ready to accept Morgan’s views blindly, while the latter have been content to try to explain away the importance of conclusions derived from the classificatory system without attempting any real study of the evidence. On the side of Morgan there has been one exception in the person of Professor J. Kohler,[4] who has recognised the lines on which the problem must be studied, while on the other side there has been, so far as I am aware, only one writer who has recognised that the evidence from the nature of the classificatory system of relationship cannot be ignored or belittled, but must be faced and some explanation alternative to that of Morgan provided.

This attempt was made four years ago by Professor Kroeber,[5] of the University of California. The line he takes is absolutely to reject the view common to both Morgan and McLennan that the nature of the classificatory system has been determined by social conditions. He explicitly rejects the view that the mode of using terms of relationship depends on social causes, and puts forward as the alternative that they are conditioned by causes purely linguistic and psychological.

It is not quite easy to understand what is meant by the linguistic causation of terms of relationship. In the summary at the end of his paper Kroeber concludes that “they (terms of relationship) are determined primarily by language.” Terms of relationship, however, are elements of language, so that Kroeber’s proposition is that elements of language are determined primarily by language. In so far as this proposition has any meaning, it must be that, in the process of seeking the origin of linguistic phenomena, it is our business to ignore any but linguistic facts. It would follow that the student of the subject should seek the antecedents of linguistic phenomena in other linguistic phenomena, and put on one side as not germane to his task all reference to the objects and relations which the words denote and connote.

Professor Kroeber’s alternative proposition is that terms of relationship reflect psychology, not sociology, or, in other words, that the way in which terms of relationship are used depends on a chain of causation in which psychological processes are the direct antecedents of this use. I will try to make his meaning clear by means of an instance which he himself gives. He says that at the present time there is a tendency among ourselves to speak of the brother-in-law as a brother; in other words, we tend to class the brother-in-law and the brother together in the nomenclature of our own system of relationship. He supposes that we do this because there is a psychological similarity between the two relationships which leads us to class them together in our customary nomenclature. I shall return both to this and other of his examples later.

We have now seen that the opponents of Morgan have taken up two main positions which it is possible to attack: one, that the classificatory system is nothing more than a body of terms of address; the other, that it and other modes of denoting relationship are determined by psychological and not by sociological causes. I propose to consider these two positions in turn.

Morgan himself was evidently deeply impressed by the function of the classificatory system of relationship as a body of salutations. His own experience was derived from the North American Indians, and he notes the exclusive use of terms of relationship in address, a usage so habitual that an omission to recognise a relative in this manner would amount almost to an affront. Morgan also points out, as one motive for the custom, the presence of a reluctance to utter personal names. McLennan had to rely entirely on the evidence collected by Morgan, and there can be no doubt that he was greatly influenced by the stress Morgan himself laid on the function of the classificatory terms as mutual salutations. That in rude societies certain relatives have social functions definitely assigned to them by custom was known in Morgan’s time, and I think it might even then have been discovered that the relationships which carried these functions were of the classificatory kind. It is, however, only by more recent work, beginning with that of Howitt, of Spencer and Gillen, and of Roth in Australia, and of the Cambridge Expedition to Torres Straits, that the great importance of the functions of relatives through the classificatory system has been forced upon the attention of sociologists. The social and ceremonial proceedings of the Australian aborigines abound in features in which special functions are performed by such relatives as the elder brother or the brother of the mother, while in Torres Straits I was able to record large groups of duties, privileges and restrictions associated with different classificatory relationships.

Further work has shown that widely, though not universally, the nomenclature of the classificatory system carries with it a number of clearly defined social practices. One who applies a given term of relationship to another person has to behave towards that person in certain definite ways. He has to perform certain duties towards him, and enjoys certain privileges, and is subject to certain restrictions in his conduct in relation to him. These duties, privileges and restrictions vary greatly in number among different peoples, but wherever they exist, I know of no exception to their importance and to the regard in which they are held by all members of the community. You doubtless know of many examples of such functions associated with relationship, and I need give only one example.

In the Banks Islands the term used between two brothers-in-law is wulus, walus, or walui, and a man who applies one of these terms to another may not utter his name, nor may the two behave familiarly towards one another in any way. In one island, Merlav, these relatives have all their possessions in common, and it is the duty of one to help the other in any difficulty, to warn him in danger, and, if need be, to die with him. If one dies, the other has to help to support his widow and has to abstain from certain foods. Further, there are a number of curious regulations in which the sanctity of the head plays a great part. A man must take nothing from above the head of his brother-in-law, nor may he even eat a bird which has flown over his head. A person has only to say of an object “That is the head of your brother-in-law,” and the person addressed will have to desist from the use of the object. If the object is edible, it may not be eaten; if it is one which is being manufactured, such as a mat, the person addressed will have to cease from his work if the object be thus called the head of his brother-in-law. He will only be allowed to finish it on making compensation, not to the person who has prevented the work by reference to the head, but to the brother-in-law whose head had been mentioned. Ludicrous as some of these customs may seem to us, they are very far from being so to those who practise them. They show clearly the very important part taken in the lives of those who use the classificatory system by the social functions associated with relationship. As I have said, these functions are not universally associated with the classificatory system, but they are very general in many parts of the world and only need more careful investigation to be found even more general and more important than appears at present.

Let us now look at our own system of relationship from this point of view. Two striking features present themselves. First, the great paucity of definite social functions associated with relationship, and secondly, the almost complete limitation of such functions to those relationships which apply only to individual persons and not to classes of persons. Of such relationships as cousin, uncle, aunt, father-in-law, or mother-in-law there may be said to be no definite social functions. A school-boy believes it is the duty of his uncle to tip him, but this is about as near as one can get to any social obligation on the part of this relative.

The same will be found to hold good to a large extent if we turn to those social regulations which have been embodied in our laws. It is only in the case of the transmission of hereditary rank and of the property of a person dying intestate that more distant relatives are brought into any legal relationship with one another, and then only if there is an absence of nearer relatives. It is only when forced to do so by exceptional circumstances that the law recognises any of the persons to whom the more classificatory of our terms of relationship apply. If we pay regard to the social functions associated with relationship, it is our own system, rather than the classificatory, which is open to the reproach that its relationships carry into them no rights and duties.

In the course of the recent work of the Percy Sladen Trust Expedition in Melanesia and Polynesia I have been able to collect a body of facts which bring out, even more clearly than has hitherto been recognised, the dependence of classificatory terms on social rights.[6] The classificatory systems of Oceania vary greatly in character. In some places relationships are definitely distinguished in nomenclature which are classed with other relationships elsewhere. Thus, while most Melanesian and some Polynesian systems have a definite term for the mother’s brother and for the class of relatives whom the mother calls brother, in other systems this relative is classed with, and is denoted by, the same term as the father. The point to which I now call your attention is that there is a very close correlation between the presence of a special term for this relative and the presence of special functions attached to the relationship.

In Polynesia, both the Hawaiians and the inhabitants of Niue class the mother’s brother with the father, and in neither place was I able to discover that there were any special duties, privileges or restrictions ascribed to the mother’s brother. In the Polynesian islands of Tonga and Tikopia, on the other hand, where there are special terms for the mother’s brother, this relative has also special functions. The only place in Melanesia where I failed to find a special term for the mother’s brother was in the western Solomon Islands, and that was also the only part of Melanesia where I failed to find any trace of special social functions ascribed to this relative. I do not know of such functions in Santa Cruz, but my information about the system of that island is derived from others, and further research will almost certainly show that they are present.

In my own experience, then, among two different peoples, I have been able to establish a definite correlation between the presence of a term of relationship and special functions associated with the relationship. Information kindly given to me by Father Egidi, however, seems to show that the correlation among the Melanesians is not complete. In Mekeo, the mother’s brother has the duty of putting on the first perineal garment of his nephew, but he has no special term and is classed with the father. Among the Kuni, on the other hand, there is a definite term for the mother’s brother distinguishing him from the father, but yet he has not, so far as Father Egidi knows, any special functions.

Both in Melanesia and Polynesia a similar correlation comes out in connection with other relationships, the most prominent exception being the absence of a special term for the father’s sister in the Banks Islands, although this relative has very definite and important functions. In these islands the father’s sister is classed with the mother as vev or veve, but even here, where the generalisation seems to break down, it does not do so completely, for the father’s sister is distinguished from the mother as veve vus rawe, the mother who kills a pig, as opposed to the simple veve used for the mother and her sisters.

There is thus definite evidence, not only for the association of classificatory terms of relationship with special social functions, but from one part of the world we now have evidence which shows that the presence or absence of special terms is largely dependent on whether there are or are not such functions. We may take it as established that the terms of the classificatory system are not, as McLennan supposed, merely terms of address and modes of mutual salutation. McLennan came to this conclusion because he believed that the classificatory terms were associated with no such functions as those of which we now have abundant evidence. He asks, “What duties or rights are affected by the relationships comprised in the classificatory system?” and answers himself according to the knowledge at his disposal, “Absolutely none.”[7] This passage makes it clear that, if McLennan had known what we know to-day, he would never have taken up the line of attack upon Morgan’s position in which he has had, and still has, so many followers.

I can now turn to the second line of attack, that which boldly discards the origin of the terminology of relationship in social conditions, and seeks for its explanation in psychology. The line of argument I propose to follow is first to show that many details of classificatory systems have been directly determined by social factors. If that task can be accomplished, we shall have firm ground from which to take off in the attempt to refer the general characters of the classificatory and other systems of relationship to forms of social organisation. Any complete theory of a social institution has not only to account for its general characters, but also for its details, and I propose to begin with the details.

I must first return to the history of the subject, and stay for a moment to ask why the line of argument I propose to follow was not adopted by Morgan and has been so largely disregarded by others.

Whenever a new phenomenon is discovered in any part of the world, there is a natural tendency to seek for its parallels elsewhere. Morgan lived at a time when the unity of human culture was a topic which greatly excited ethnologists, and it is evident that one of his chief interests in the new discovery arose from the possibility it seemed to open of showing the uniformity of human culture. He hoped to demonstrate the uniformity of the classificatory system throughout the world, and he was content to observe certain broad varieties of the system and refer them to supposed stages in the history of human society. He paid but little attention to such varieties of the classificatory system as are illustrated in his own record of North American systems, and seems to have overlooked entirely certain features of the Indian and Oceanic systems he recorded, which might have enabled him to demonstrate the close relation between the terminology of relationship and social institutions. Morgan’s neglect to attend to these differences must be ascribed in some measure to the ignorance of rude forms of social organisation which existed when he wrote, but the failure of others to recognise the dependence of the details of classificatory systems upon social institutions is rather to be ascribed to the absence of interest in the subject induced by their adherence to McLennan’s primary error. Those who believe that the classificatory system is merely an unimportant code of mutual salutations are not likely to attend to relatively minute differences in the customs they despise. The credit of having been the first fully to recognise the social importance of these differences belongs to J. Kohler. In his book “Zur Urgeschichte der Ehe,” which I have already mentioned, he studied minutely the details of many different systems, and showed that they could be explained by certain forms of marriage practised by those who use the terms. I propose now to deal with classificatory terminology from this point of view. My procedure will be first to show that the details which distinguish different forms of the classificatory system from one another have been directly determined by the social institutions of those who use the systems, and only when this has been established, shall I attempt to bring the more general characters of the classificatory and other systems into relation with social institutions.

I am able to carry out this task more fully than has hitherto been possible because I have collected in Melanesia a number of systems of relationship which differ far more widely from one another than those recorded in Morgan’s book or others which have been collected since. Some of the features which characterise these Melanesian systems will be wholly new to ethnologists, not having yet been recorded elsewhere, but I propose to begin with a long familiar mode of terminology which accompanies that widely distributed custom known as the cross-cousin marriage. In the more frequent form of this marriage a man marries the daughter either of his mother’s brother or of his father’s sister; more rarely his choice is limited to one of these relatives.

Such a marriage will have certain definite consequences. Let us take a case in which a man marries the daughter of his mother’s brother, as is represented in the following diagram: