Terminology, Power and Oppressive Language

Notícies

16.06.2020 - 17:59

Post original

Abstract

This document argues for and describes alternatives that shift specific language conventions used by RFC Authors and RFC Editors to avoid oppressive terminology in the technical documentation of the RFC series. Specifically, this document details two sets of terms that are normalised on the technical level but oppressive on a societal level. First, arguments are presented for why any oppressive terms should be avoided by the IETF/IRTF. Second, problem statements for both sets of terms are presented and alternatives are proposed. There is a third section on additional considerations and general action points to address the RFC series, past and future. Lastly, a summary of recommendations is presented.

The key words “MUST”, “MUST NOT”, “REQUIRED”, “SHALL”, “SHALL NOT”, “SHOULD”, “SHOULD NOT”, “RECOMMENDED”, “MAY”, and “OPTIONAL” in this document are to be interpreted as described in [RFC2119].

Status of This Memo

This Internet-Draft is submitted in full conformance with the provisions of BCP 78 and BCP 79.

Internet-Drafts are working documents of the Internet Engineering Task Force (IETF). Note that other groups may also distribute working documents as Internet-Drafts. The list of current Internet-Drafts is at https://datatracker.ietf.org/drafts/current/.

Internet-Drafts are draft documents valid for a maximum of six months and may be updated, replaced, or obsoleted by other documents at any time. It is inappropriate to use Internet-Drafts as reference material or to cite them other than as "work in progress."

This Internet-Draft will expire on April 25, 2019.

Copyright Notice

Copyright (c) 2018 IETF Trust and the persons identified as the document authors. All rights reserved.

This document is subject to BCP 78 and the IETF Trust's Legal Provisions Relating to IETF Documents (https://trustee.ietf.org/license-info) in effect on the date of publication of this document. Please review these documents carefully, as they describe your rights and restrictions with respect to this document. Code Components extracted from this document must include Simplified BSD License text as described in Section 4.e of the Trust Legal Provisions and are provided without warranty as described in the Simplified BSD License.

Table of Contents

1. Terminology and power at the IETF

The primary function of the IETF is to publish documents that are “readable, clear, consistent, and reasonably uniform” and one function of the RFC Editor is to “[c]orrect larger content/clarity issues; flag any unclear passages for author review” [RFC7322]. Given the importance of communication at the IETF, it is worth considering the effects of terminology that has been identified as oppressive, racist and sexist. Furthermore, we argue that certain obviously oppressive terms be avoided and suggest alternatives. These sets of terms are “master-slave” and “white-blacklist” for their racist and race-based meanings. Since the IETF is dedicated to a “culture of open participation and diverse collaboration” [RFC7704], terms that can create a hostile work environment should be avoided.

According to the work of scholar Heather Brodie Graves from 1993, “one goal of the application of rhetorical theory in the technical communication classroom is to assess the appropriateness of particular terms and to evaluate whether these terms will facilitate or hinder the readers’ understanding of the technical material” [BrodieGravesGraves]. This implies that in order to effectively communicate the content of RFCs to all readers, it is important for Authors to consider the kinds of terms or language conventions that may inadvertently get in the way of effective communication. She continues, “complex and subtle configurations of sexist, racist, or ethnocentric language use in technical documents can derail or interfere with readers’ ability and desire to comprehend and follow important information.”

Indeed, problems of language are problems of everyday speech. Racist and sexist language is rampant and similarly counter-productive in other sectors, notably social work [Burgest]. The terms “master-slave,” treated in detail below are present in other realms of technology, notably “automotive clutch and brake systems, clocks, flip-flop circuits, computer drives, and radio transmitters” [Eglash]. And the ubiquitous word “robot” is the Czech word for “slave” [Kurfess].

However as noted in the research by Ron Eglash, this seemingly entrenched technical terminology is relatively recent and can be replaced with alternative metaphors that are more accurate, clearer, less distracting, and that do not offend their readers. Language matters and metaphors matter. Indeed, metaphors can be incredibly useful devices to make more human the complex technical concepts presented in RFCs. Metaphors should not be avoided but rather taken seriously. Renowned linguist George Lakoff argued in 1980 that the ubiquitous use of metaphors in our everyday speech indicates a fundamental instinct to “structure our most basic understandings of experience” [Lakoff]. Metaphors structure relationships, and they frame possibilities and impossibilities [Wyatt].

Like Graves, this document recognises the monumental challenge of addressing linguistics and power and attempts to “promote awareness that may lead to eventual wide-spread change” [BrodieGravesGraves]. To that effect, below is a tersely written list of IETF-specific arguments as to why the RFC Editor should be encouraged to correct larger content and clarity issues with respect to oppressive metaphors:

 

  • The RFC series is intended to remain online in perpetuity. Societal attitudes to oppressive language shift over time in the direction of more empathy, not less.
  • That oppressive terms in RFCs are largely hidden from the larger public, or read only by engineers, is no excuse to ignore social-level reactions to the terms. If the terms would be a poor choice for user-facing application features, the terms should be avoided in technical documentation and specifications, too.
  • The digital technology community has a problem with monoculture. And because the diversity of the technical community is already a problem, a key strategy to breaking monoculture is to ensure that technical documentation is addressed to a wide audience and multiplicity of readers.
  • And yet the technical community is not entirely comprised of only white men. Eradicating the use of oppressive terminology in official RFCs recognises the presence of and acknowledges the requests from black and brown engineers and from women and gender-non-conforming engineers to avoid the use of oppressive terminology.

What follow are specific alternative suggestions to “master-slave” and “white-blacklist” and the rationale for the use of the alternatives.

1.1. Master-slave

Master-slave is an oppressive metaphor that will and should never become fully detached from history. Aside from being unprofessional and oppressive it stifles participation according to Eglash: “If the master-slave metaphor affected these tough-minded engineers who had the gumption to make it through a technical career back in the days when they may have been the only black persons in their classes, what impact might it have on black students who are debating whether or not to enter science and technology careers at all?” [Eglash].

Aside from the arguably most important reason outlined above, the term set is becoming less used and therefore increasingly less compatible as more communities move away from its use (eg [Python][Drupal], and [Django]. The usage of ‘master’ and ‘slave’ in hardware and software has been halted by the Los Angeles County Office of Affirmative Action, the Django community, the Python community and several other programming languages. This was done because the language is oppressive and hurts people in the community [Django2]. It is also no longer in use at the IEEE.

In addition to being inappropriate and arcane, the master-slave metaphor is both technically and historically inaccurate. For instance, in DNS the ‘slave’ is able to refuse zone transfers on the ground that it is malformed. The metaphor is incorrect historically given the most recent centuries during which “the role of the master was to abdicate and the role of the slave was to revolt” [McClelland]. Yet in another sense slavery is also not ‘just an historic term’, whereas freedom from slavery is a human-rights issue [UDHR], it continues to exist in the present [Wikipedia]. Furthermore, this term set wasn’t revived until recently, after WWII, and after many of the technologies that adopted it were already in use with different terminology [Eglash].

Lastly, we present not an additional rationale against their use, but an indicator of actual racism in the community that has been surfaced as a result of this larger debate among technologists, “I don’t believe in PC (political correctness), mostly because the minorities constantly use it to get away with anything” [Jansens]. This illustrates the need to, as Graves is cited above as saying, continue to raise awareness within our community for eventual, lasting change on the continued front of struggle against the racists amongst us.

1.1.1. Suggested alternatives

There are also many other relationships that can be used as metaphors, Eglash’s research calls into question the accuracy of the master-slave metaphor. Fortunately, there are ample alternatives for the master-slave relationship. Several options are suggested here and should be chosen based on the pairing that is most clear in context:

 

  • Primary-secondary
  • Leader-follower
  • Active-standby
  • Primary-replica
  • Writer-reader
  • Coordinator-worker
  • Parent-helper

Since the use of master-slave is becoming less common in other technical communities, it is best to simply duplicate the metaphor being used by comparable or interoperable technologies. Likewise, the IETF can show positive leadership in the technical community by setting standards without using oppressive metaphors.

1.2. Blacklist-whitelist

Like master-slave, the metaphorical use of white-black to connote good-evil is oppressive. While master-slave might seem like a more egregious example of racism, white-black is arguably worse because it is more pervasive and therefore more sinister. While recent headlines have decried the technical community’s use of master-slave, there is far less discussion about white-black despite its importance. There is even a name for this pervasive language pitfall: the association of white with good and black with evil is known as the “bad is black effect” [Grewal].

Indeed, there is an entire book on the subject, written by renowned authority on race, Franz Fanon. In his book “Black Skin, White Masks,” Fanon makes several persuasive arguments that standard language encodes subconscious in-group, out-group preferences [Fanon].

In the case of blacklist-whitelist in the technical documentation of the IETF/IRTF, it is entirely a term of art and an arbitrary metaphorical construct with no technical merit. There are scientific uses of black that are related to light– blackholes are black because light cannot escape them; a spectrographic blackbox is used as a metaphor for things that cannot be seen (e.g., blackbox is really a riff on the metaphor for light as visibility). Blacklist-whitelist is not a metaphor for lightness or darkness, it is a good-evil metaphor and therefore entirely based in racism. This trope has significant impact on how people are seen and treated. As we’ve seen with metaphors, its use is pervasive and, though not necessarily conscious, perceptions do get promulgated through culture and repetition.

As with master-slave, we save our technical argument for last, referencing and presenting first the reasons for the use of non-oppressive, alternative terminology for the sake of our humanity. Indeed, our technical argument is incredibly succinct: Why use a metaphor when a direct description is both succinct and clear? There can be absolutely no ambiguity if one uses the terms, as suggested below, allow-block rather than white-black.

1.2.1. Suggested alternatives

There are alternatives to this terminology set that vastly improve clarity because they are not even metaphors without adding a single additional character. The alternatives proposed here say exactly what they mean:

 

  • Blocklist-allowlist
  • Block-permit

1.3. Other considerations

As we have seen, the language used in technical documentation, like all written text, creates and reinforces expectations and stereotypes. We propose nothing more than additional care in the choice of language just as care is taken in defining standards and protocols themselves. The above two examples are not exhaustive, nor are they mere examples. However, we use this section to broaden the context of other oppressive terminologies to encompass additional concerns.

There are many other metaphors present in technical documentation that are “terms of art” but that have no technical basis whatsoever. That some of these metaphors are oppressive leaves no excuses for their continued use. A term like “man-in-the-middle” is not technically useful. It is not a standard term, not as clear as its alternative “on-path attacker”, and should therefore be avoided. When presented with the opportunity to employ the use of metaphors or to parrot terms of art that connote gender or race, Authors should simply find a better way to explain themselves. A fun read on the politics of colloquial speech by George Orwell should dissuade any clever Author from using tired explanatory metaphors [Orwell].

Up until recently, strict English grammatists like Orwell decried the use of the neuter pronoun “they”. Without a neuter singular pronoun, “he” is assumed as the default singular pronoun when the gender of the person is unknown or ambiguous. However, that has changed, and it is now widely accepted that “they” can be used as a neuter singular pronoun. Since it is unlikely that all implementers and infrastructure operators are of any particular gender, “he” should never be used to refer to a person in IETF/IRTF documents. An Author who uses male examples sets male-ness as a standard.

Militarised metaphors are also a pervasive problem in language, perhaps even more so in technical communities because of the historical and actual relationship between technology and war. We welcome additional examples of terminology that might be avoided through more awareness and thoughtfulness.

2. Summary of recommendations

To summarise this document, we have bulleted some very concrete action points that can be taken by Editors, reviewers and Authors, both present and future.

Authors SHOULD:

 

  • Replace the oppressive term “master-slave” with more accurate alternatives, for instance from the list of Section 1.1.
  • Replace the oppressive term “blacklist-whitelist” with more accurate alternative, for instance from the list of suggested alternatives at Section 1.2.
  • Reflect on their use of metaphors generally
  • Use the neuter “they” as the singular pronoun and
  • Consider to roll back technical hard coding of their code and protocols with the documented knowledge available online [socketwench].

RFC Editor and Reviewers SHOULD: * Offer alternatives for oppressive terminology as an important act of correcting larger editorial issues and clarifying technical concepts and * Suggest to Authors that even when referencing other specifications that have not replaced oppressive terminology they could provide another term with a note that the term is original and not being suggested by the Author.

3. Security Considerations

As this document concerns a research document, there are no security considerations.

4. IANA Considerations

This document has no actions for IANA.

5. References

5.1. Normative References

[RFC2119] Bradner, S., "Key words for use in RFCs to Indicate Requirement Levels", BCP 14, RFC 2119, DOI 10.17487/RFC2119, March 1997.

5.2. Informative References

[BrodieGravesGraves] Heather Brodie Graves, . and . Roger Graves, "Masters, slaves, and infant mortality: Language challenges for technical editing", Technical Communication Quarterly, 7:4, 389-414 , 1998.
[Burgest] Burgest, David., "“Racism in Everyday Speech and Social Work Jargon.”", Social Work, vol. 18, no. 4, 1973, pp. 20–25 , 1973.
[Django] fcurella, ., "#22667 replaced occurrences of master-slave terminology with leader/follower #2692", 2014.
[Django2] lynncyrin, ., "comment on #22667 replaced occurrences of master-slave terminology with leader/follower #2692", 2014.
[Drupal] Xano, ., "Replace 'master-slave' terminology with 'primary/replica'", 2014.
[Eglash] Ron Eglash, ., "Broken Metaphor: The Master-Slave Analogy in Technical Literature.", Technology and Culture, vol. 48 no. 2, 2007, pp. 360-369. , 2007.
[Fanon] Fanon, F., "Black skin, white masks", 1952.
[Grewal] Grewal, D., "The 'Bad Is Black' Effect", 2017.
[Jansens] Bart Jansens, ., "I don't believe in PC", 2008.
[Kurfess] Kurfess, Thomas., "Robotics and Automation Handbook", 2005.
[Lakoff] George Lakoff, . and . Mark Johnson, "Metaphors We Live By", U of Chicago P, 1980. , n.d..
[McClelland] McClelland, J., "We need better metaphors", 2011.
[Orwell] George Orwell, ., "Politics and the English Language", 1946.
[Python] Daniel Oberhaus, ., "‘master-slave’ Terminology Was Removed from Python Programming Language", 2018.
[RFC7322] Flanagan, H. and S. Ginoza, "RFC Style Guide", RFC 7322, DOI 10.17487/RFC7322, September 2014.
[RFC7704] Crocker, D. and N. Clark, "An IETF with Much Diversity and Professional Conduct", RFC 7704, DOI 10.17487/RFC7704, November 2015.
[socketwench] socketwench, ., "Even in tech, words matter", 2018.
[UDHR] United Nations General Assembly, "The Universal Declaration of Human Rights", 1948.
[Wikipedia] Wikipedia, "Slavery in the 21st century", 2018.
[Wyatt] Sally Wyatt, ., "Danger! Metaphors at Work in Economics, Geophysiology, and the Internet", Science, Technology, & Human Values, Volume: 29 issue: 2, page(s): 242-261 , 2004.

 

Authors

Mallory Knodel - Article 19

Niels ten Oever- University of Amsterdam