Jose Carillo's Forum

ESSAYS BY JOSE CARILLO

On this webpage, Jose A. Carillo shares with English users, learners, and teachers a representative selection of his essays on the English language, particularly on its uses and misuses. One essay will be featured every week, and previously featured essays will be archived in the forum.

The two ways of paraphrasing quoted statements in reportage

In last week’s edition of the Forum, I posted the three-part essay “How to handle reported speech” that I wrote for my English-usage column in The Manila Times in 2009. I discussed in that essay how the operative verb in a reported statement must be rendered to grammatically match the tense of the reporting verb, and what grammatical changes must be made in the reported statement itself to conform to the sense of reported speech.

This time I am posting a two-part companion essay, “Dealing with quotations and attributions,” which I wrote in 2005 to explain how today’s news service agencies as well as newspapers and magazines present paraphrased quoted statements. As we all know, paraphrasing routinely does away with the quotation marks that set off a quoted statement from its attribution, but this question arises: Which tense should control the time framework of the whole sentence—that of the attribution, or that of the quoted paraphrased material?

The prevailing practice in media is to use the sequence of tenses rule, in which the tense in the paraphrased statement is retained when the attribution comes after or within that statement; when the attribution comes ahead of the paraphrased quoted statement, however, the tense of the attribution gains control over the tenses in the rest of the statement. In contrast, some media organizations use the so-called exceptional sequence rule, which generally retains the tense used in the speaker’s exact words no matter where the attribution falls in the paraphrased quoted material.

The two-part essay that follows discusses precisely how these two ways of dealing with paraphrased statements are done. (July 9, 2011)

Click on the title below to read the essay.

Dealing with quotations and attributions

Part I:

A reader from India, Jhumur D., has raised a very interesting question by e-mail about the proper use of the tenses in indirectly quoted or paraphrased statements:

“I came across your articles through Google and since then have been its regular reader. We all know that the past tense should be used for indirect narration if the verb [in the attribution] is in the past tense, except for universally true facts. But these days I regularly see the opposite. Can you please explain why this sentence from a reputable news agency doesn’t follow the grammar rule?

State-run Indian Oil Corp. (IOC) is in preliminary talks to acquire Canada’s Niko Resources and French energy firm Maurel and Prom, a spokesman for the Indian refiner said on Friday.

“It should have been ‘was in preliminary talks.’”

Offhand, my answer is that the news agency is correct in using the present tense in the sentence in question. To understand why this is so, however, we first have to review the basics of how written English normally handles quotations and attributions.

We all know that when the exact words of a speaker are quoted, those words should be duly set off by quotation marks. The attribution is then provided either before or after the statement, but depending on the writer’s judgment, it may also be placed within the quoted statement whenever appropriate:

The manager said, “Our president has decided and he’s someone who rarely changes his mind.”

“Our president has decided and he’s someone who rarely changes his mind,” the manager said.

“Our president has decided,” the manager said, “and he’s someone who rarely changes his mind.”

No matter where the attribution is placed in such quoted statements, the statement retains the exact words and the tense of the verbs used by the speaker. We are not at liberty to change anything in what was actually said.

The quoted material presented by Jhumur is something different, however. It has been paraphrased; in other words, it doesn’t use the speaker’s exact words. In print journalism, this practice is indicated by doing away with the quotation marks that normally set off quoted material from its attribution.

Now, when quotation marks are dropped in this manner, there could be confusion as to which tense should control the time framework of the whole sentence—that of the attribution, or that of the quoted paraphrased material. This is why when using paraphrased quoted statements, many news service agencies as well as newspapers and magazines follow the so-called sequence of tenses rule.

Under this rule, when the attribution comes after or within that statement, the tenses in the quoted statement are retained. This is why the quoted paraphrased statement presented by Jhumur uses the present-tense “is in preliminary talks” instead of the past-tense “was in preliminary talks.” On the other hand, when the attribution comes ahead of the paraphrased quoted statement, the tense of the attribution acquires control over the tenses in the rest of the statement.

The tenses used in the original verbatim statement will then change as follows:

(1) The present tense becomes past tense (“is”/”are” to “was”/”were”). For instance, if a beauty contest winner tells the news reporter these exact words, “I am overwhelmed,” the reporter would write it as follows: She said [that] she was overwhelmed.

(2) The future tense becomes conditional (“will” to “would”). For instance, if an irate beauty contest loser tells the reporter these exact words, “I will appeal the judges’ decision,” the reporter would write it as follows: She said [that] she would appeal the judges’ decision.

(3) The past tense becomes past perfect (“was”/”were” to “had been”), except when the time element is indicated. For instance, if a beauty contest chair tells the newspaper reporter these exact words, “We were scandalized by the loser’s complaint,” the reporter would write it as follows: She said [that] they had been scandalized by the loser’s complaint. However, the past tense is retained when the time element of the action in the quoted material is given: She said [that] they were scandalized when the loser filed a complaint yesterday.

(4) The future perfect becomes conditional (“will have + past participle” to “would have + past participle”). For instance, if the beauty contest chair tells the newspaper reporter these exact words, “I will have to review the scores first before deciding,” the reporter would write it as follows: She said she would have to evaluate the scores first before deciding.

Some publications don’t follow this rule, however. Instead, they use the so-called exceptional sequence rule, which generally retains the tense used in the original quotation no matter where the attribution is placed in the quoted paraphrased material.

We will discuss this other rule in detail in the next column. (December 20, 2005)

Part II:

We saw in the preceding essay that when quoted statements are paraphrased or don’t use the speaker’s exact words, the convention in written English is to drop the quotation marks that set off the quoted material from its attribution, after which the traditional sequence of tenses rule determines the tense of the verbs in the paraphrased quoted material.

This rule is easy to apply when the attribution comes after or within the paraphrased quoted statement. For instance, if a political analyst tells a newspaper reporter these exact words, “Some senators are vehemently against changing the Constitution and I think they’ll fight tooth and nail to defeat the proposed amendments,” the reporter might make a quoted paraphrase in either of two ways:

(1) Some senators are strongly opposed to charter change and will fight the proposed amendments in every possible way, the political analyst said.

(2) Some senators are strongly opposed to charter change, the political analyst said, and they will fight the proposed amendments in every possible way. The tenses in the speaker’s exact words are retained.

When the attribution comes ahead of the paraphrased quoted statement, however, the tense of the attribution gains control over the tenses in the paraphrase, and the sequence of tenses rule is then applied as follows: present tense becomes past tense, future tense becomes conditional, past tense becomes past perfect, present perfect becomes past perfect, and future perfect becomes future conditional.

Thus, in the earlier example, the quoted paraphrase will change the tenses in the verbatim quotation this way:

The political analyst said [that] several senators were strongly opposed to charter change and would fight it in every possible way.

As previously pointed out, many news service agencies, newspapers, and magazines use the sequence of tenses rule for paraphrased quoted statements, but others consider this rule confusing and misleading. They prefer to use the exceptional sequence rule, which generally retains the tense used in the speaker’s exact words no matter where the attribution falls in the paraphrased quoted material. The example given earlier will thus be rendered in this paraphrased quoted form: The political analyst said [that] several senators are strongly opposed to charter change and will fight it in every possible way.

Proponents of the exceptional sequence rule argue that paraphrased quoted statements formed by using it are clearer and more logical and immediate than those formed by using the traditional sequence of tenses rule. True enough, by not having to change the tenses in paraphrased quoted statements, the exceptional sequence rule eliminates a procedure that can sometimes confuse even the writers themselves and possibly mislead the reader.

We can better appreciate the relative virtues of the two rules by applying each to a statement about a situation that doesn’t change so quickly. Assume, for instance, that a provincial governor told a reporter these exact words yesterday: “I have a green card but I don’t intend to live in the U.S. upon my retirement.” A quoted paraphrase of this verbatim statement using the traditional sequence of tenses rule will change its tense from present to past:

The provincial governor said [that] he had a green card but didn’t intend to live in the U.S. upon retiring.

 In contrast, a quoted paraphrase using the exceptional sequence rule will retain the present tense:

The provincial governor said [that] he has a green card but doesn’t intend to live in the U.S. upon retiring. Both versions are grammatically correct, and present no logical problems with their differing use of the tenses.

We must be aware, though, that even under the exceptional sequence rule, some situations arise in which changing the tense of the verbatim quoted material becomes absolutely necessary. For instance, assume that a city mayor told a reporter of a daily newspaper these exact words yesterday: “I am not feeling well so I will not attend the party caucus tonight.”

In a news report for today’s papers, the following paraphrased quoted statement using the exceptional sequence rule will no longer hold logically:

The city mayor said [that] he is not feeling well and will not attend the party caucus last night.

This is because by the time the report is read, the city mayor might have already gotten well and might have even attended the party caucus eventually. Thus, there’s no choice but to use the past tense, as in the case of the sequence of tenses rule:

The city mayor said [that] he was not feeling well and would not attend the party caucus scheduled last night.

Indeed, no matter what rule we use in writing paraphrased quoted statements, we must reflect in a logical way the effect of the passage of time between the utterance of the quoted statement and its being read in the printed form. (December 26, 2005)
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From the weekly column “English Plain and Simple” by Jose A. Carillo in The Manila Times, December 20 and 26, 2005 © 2005 by the Manila Times Publishing Corp. All rights reserved.

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Previously Featured Essay:

How to handle reported speech

Part I:

Handling directly quoted statements is quite simple, but it can sometimes go wrong when we mix up the Ame­rican English and British English styles for using quotation marks and for punctuating quoted statements within quoted statements. It gets just a bit more complicated when we report what someone else has said but don’t use the exact words that were uttered. We do this, of course, when we can’t remember the exact words or when we just want to summarize, focus on the salient points, or perhaps improve the grammar of what was said. We then enter the realm of what’s called in English grammar as reported speech or indirect speech.

The pivotal factor in reported speech is the tense of the reporting verb. When the reporting verb is in the simple present tense, present perfect tense, or future tense, the operative verb in the reported statement remains unchanged; often, only the pronouns in the quoted statement need to be changed.

Consider the following directly quoted statement by American baker Kent Dueitt in an interview with The New York Times: “We keep the dough cooled, to prevent the baking powder from activating, and we don’t beat the dough up. We mix slow.”

In the simple present tense, that statement can be rendered in reported speech as follows:

American baker Kent Dueitt says that they keep the dough cooled to prevent the baking powder from activating and that they don’t beat the dough but mix it slow.

In the present perfect tense:

American baker Kent Dueitt has said that they keep the dough cooled to prevent the baking powder from activating and that they don’t beat the dough but mix it slow.

And in the future tense:

American baker Kent Dueitt will say that they keep the dough cooled to prevent the baking powder from activating and that they don’t beat the dough but mix it slow.
     
In all three of the reporting tenses above, the only grammatically significant change in the reported statement is the replacement of the pronoun “we” with “they.” Of course, the conjunction “that” is used to introduce the indirectly quoted statement, since it takes the form of a noun clause. In informal writing, however, the conjunction “that” can often be dropped to make the reported speech easier to articulate, as we can see in the following “that”-less construction of the simple present tense rendition:

American baker Kent Dueitt says they keep the dough cooled to prevent the baking powder from activating, and don’t beat the dough but mix it slow.

But things in reported speech become more iffy when the reporting verb is in the past tense. The general rule, as we all know, is for the operative verb in the reported statement to move one tense back, but that rule applies only when the action in the reported statement is a completed or consummated one.

Take this direct quote from a Philippine official about the Somalia ship-piracy issue as reported in The Manila Times: “At the moment, we have not gotten any feedback as to the advisability of issuing an official ban for Filipino seamen going there [Somalia].”

Quite simply, that direct quote can be rendered in reported speech this way:

The Philippine official said that they had not gotten any feedback at the moment as to the advisability of issuing an official ban for Filipino seamen going to Somalia.

When the action is a repeated or habitual one, however, as in the case of the baker’s statement quoted in The New York Times, the operative verb in the reported statement formally should take the modal form “would + verb”:

American baker Kent Dueitt said [that] they would keep the dough cooled to prevent the baking powder from activating and [that they] would not beat the dough but mix it slow. (April 18, 2009)

Part II:

In the previous essay, I observed that while the general rule in reported speech is to move the operative verb in the directly quoted statement one tense back, things are not as predictable when the action in the reported statement is a repeated or habitual one, as in this directly quoted statement by an American baker: “We keep the dough cooled, to prevent the baking powder from activating, and we don’t beat the dough up. We mix slow.” I said that in reported speech, the operative verbs in that reported statement formally take not the simple past tense but the modal form “would + verb”:

American baker Kent Dueitt said [that] they would keep the dough cooled to prevent the baking powder from activating and [that they] would not beat the dough but mix it slow.

The formal use of the modal form “would + verb” for this particular situation is meant to indicate that while the actions described—keeping the dough cooled and not beating it—were being repeatedly or habitually done by the bakers up to the point of Mr. Dueitt’s utterance, it’s possible that they might have stopped doing those actions thereafter. In other words, the use of the modal form recognizes that there’s a zone of uncertainty as to whether the repeated or habitual actions described had continued or persisted up to the time the statement was reported. Of course, without that uncertainty—if we are definitely sure that the bakers continue to do those actions up to now—we can very well use the simple present tense for the operative verbs in the reported speech, as follows:

American baker Kent Dueitt said [that] they keep the dough cooled to prevent the baking powder from activating and [that they] don’t beat the dough but mix it slow.

Now, as I had discussed in an earlier essay, when the reporting verb is in the simple past tense, the operative verb in a directly quoted statement—in whatever tense it might be—generally moves one tense backwards in reported speech.

From past progressive in a directly quoted statement:
We were cooling the dough when the baking powder activated it.

To past perfect progressive in reported speech (taking into account that Mr. Dueitt is male): He said they had been cooling the dough when the baking powder activated it.

From present progressive:
We are finding it difficult to cool the dough.

To past progressive:
He said they were finding it difficult to cool the dough.

From simple present perfect:
We have cooled the dough enough but the baking powder activated it.

To simple past perfect:
He said they had cooled the dough enough but the baking powder activated it.

From present perfect progressive:
We have been cooling the dough but the baking powder still activated it.

To past perfect progressive:
He said they had been cooling the dough but the baking power still activated it.

Keep in mind, though, that when the operative verb of the reported utterance is in the past perfect or past perfect progressive tense, no change is possible for it in reported speech; it stays in that tense.

Utterance in the past perfect:
The dough had cooled by the time we remembered to beat it.

In reported speech:
He said the dough had cooled by the time they remembered to beat it.

Utterance in the past perfect progressive:
We had been cooling that dough without beating it as a matter of procedure.

In reported speech:
He said they had been cooling that dough without beating it as a matter of procedure.

We will conclude this discussion in the next essay. (April 25, 2009)

Part III:

We are now almost done with our review of how directly quoted statements behave when transformed into reported speech, particularly in the way their operative verbs move one tense back in the paraphrased statement. All we need to do now is to tie up a few loose ends to make sure that the transformations we make are grammatically correct every time.

In making the transformations, we also need to always change the time signifiers in the directly quoted statement to conform to the sense of reported speech. These time signifiers, whenever present in the direct quote, must be back-shifted one step in time along with the back-shifting of the operative verb. If we forget to do this, our sentences would be askew both grammatically and logically.

These time signifiers or adverbs of time and their conversion to the form needed in reported speech should now be second nature to us, as we can see in the list below of the most common time-signifier conversions:

From “now” to “then”:
Direct quote: “The public should start taking precautions against the swine flu virus right now,” the health official said last week.

Reported speech: The health official said last week that the public should start taking precautions against the swine flu virus right then.

From “today” to “that day”:
Direct quote: “I am giving you only until today to settle your account,” she said.

Reported speech: She said she was giving me only until that day to settle my account.

From “tomorrow” to “the following day”:
Direct quote: “See me tomorrow to discuss your monthly sales,” my manager said.

Reported speech: My manager asked me to see him the following day to discuss my monthly sales.

From “yesterday” to “the previous day” or “the day before”:
Direct quote: “Please tell me what you were doing at the park yesterday,” the irate wife asked her husband.

Reported speech: The irate wife asked her husband what he was doing at the park the previous day [or the day before].

From “last year” to “the year before”:
Direct quote: “We met last year during a heavy downpour,” the bride told us.

Reported speech: The bride told us that they met the year before during a heavy downpour.”

Apart from the time signifiers, we also need to routinely change the place signifiers “here” and “this” in directly quoted statements to conform to the sense of reported speech, as follows:

From “here” to “there”
Direct quote: “I saw you here with another woman this morning,” his fiancée said at the restaurant.

Reported speech: His fiancée said at the restaurant [that] she saw him there with another woman that morning.”

From “this” to “that”
Direct quote: “I warned you about this matter several times,” his supervisor said.

Reported speech: His supervisor said [that] he had warned him about that matter several times.

Finally, when the operative verb in a directly quoted statement is in the modal form, we need to remember to always change the modal auxiliary to its past tense form in reported speech.

From “will” to “would”
Direct quote: “The staff will leave only upon my instructions,” the general manager said.

Reported speech: The general manager said [that] the staff would leave only upon his instructions.

From “can” to “could”
Direct quote: “Alicia can finish her report in three days,” the supervisor said.

Reported speech: The supervisor said [that] Alicia could finish her report in three days.”

From “must” to “had to”
Direct quote: “All projects must be finished by yearend,” the president said.

Reported speech: The president said [that] all projects had to be finished by yearend.

From “may” to “might”
Direct quote: “I may go to New York next month,” my friend said.

Reported speech: My friend said he might go to New York next month.

We are done with our review of reported speech. (May 2, 2009)

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From the weekly column “English Plain and Simple” by Jose A. Carillo in The Manila Times, April 18 and 25 and May 2, 2008 © 2008 by the Manila Times Publishing Corp. All rights reserved.

RELATED ESSAYS:
“The proper way to construct sentences for reported speech”

“Going back to the basic forms of reported speech”

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