In several of the most widely read Spanish grammars an entire chapter is devoted to the two copular verbs in Spanish, ser “to be” and estar “to be”, and their many contexts of use (Bull, 1965; Solé and Solé, 1977; Whitley, 1986; Bosque and Demonte, 1999; King and Suñer, 1999; Butt and Benjamin, 2000). For some, the interest in this structure stems from the range of meanings that can be expressed with these two forms, whereas for others it is the variability in the use of these verbs with adjectives, existing between groups, individuals and particular social contexts, that generates inquiry. The combination of these two traits makes the contrast difficult to acquire and likely to be lost or weakened in contexts of language attrition or language contact (Silva-Corvalán, 1986; Geeslin, 2002) and this complexity makes the copula contrast in Spanish an excellent mechanism for exploring broader issues such as theories of acquisition and language change, which are of value to a readership well beyond those working directly on Spanish. After a brief description of the distribution of ser and estar, we provide an overview of the various theoretical descriptions of the copula contrast that exist and their implications for research on bilingualism. Next, we provide a description of the papers in this volume, and outline the areas of interest for readers whose research extends beyond Spanish grammar.

The current study addresses the challenge of investigating the SLA of estar with adjectives when highlighting two specific contextual meanings: comparisons within an individual frame of reference and speaker reactions as a result of immediate experience with the referent. Estar is examined within these contexts using a picture-description task and a contextualized preference task specifically designed to create clear and unambiguous contexts of comparison and immediate experience. One hundred and eleven English-speaking Spanish students at four different levels of proficiency participated in the research. Findings from the study are examined in relation to recent predictive models as well as future directions for the study of the SLA of Spanish copula choice.

The use of social vs. cognitive approaches to the study of second language acquisition (SLA) has engendered considerable debate in the field. For instance, the recent Modern Language Journal Focus Issue (Lafford, 2007a) reviewed the ongoing debate between scholars espousing socially- and cognitively-grounded approaches to SLA research and explored the extent to which SLA scholars have answered Firth and Wagner's (1997, p. 286) call for a reconceptualization of SLA “as a more theoretically and methodologically balanced enterprise that endeavours to attend to, explicate, and explore, in more equal measures and, where possible, in integrated ways, both the social and cognitive dimensions of S/FL [second/foreign language] use and acquisition”. Firth and Wagner (1997, p. 286) specifically called for “(a) a significantly enhanced awareness of the contextual and interactional dimensions of language use, (b) an increased emic (i.e., participant-relevant) sensitivity towards fundamental concepts, and (c) the broadening of the traditional SLA data base”.

This study investigates the developmental rate of estar production by Chinese-speaking learners in planned written production. The forms of Spanish copula verbs have no equivalent forms in Chinese in pre-adjectival position (i.e. no copula verb exists between a referent and an adjective in Chinese). This contrast between languages provides a number of opportunities for novel insights into copula acquisition, including universality and developmental dynamics. Thus, this research examines, particularly, factors that are associated with estar use in a pre-adjectival position. Unlike early copula acquisition studies which examined accuracy rates, this research examines semantic, pragmatic, and lexical characteristics of copula use (Geeslin, 2000, 2003) within the context of free written essays. Beginner and intermediate level Chinese-speaking learners of Spanish seem to acquire copula choice through a lexical and semantic approach. As learner vocabulary expands, pragmatic and semantic features (prior experience and animate-change) become most salient in relation to higher rates of use of estar in a free writing task. While the research methods of this study differ from those of Geeslin (2000, 2003), some findings are comparable. Results indicate that the methods used here can be used to glean further novel insights from the SLA process of Chinese-speaking learners.

Initial studies on the acquisition of two Spanish copulas, ser and estar, emerged from a research agenda exploring whether second language (L2) development was driven by universal mechanisms manifested in stages rather than an accumulation of entities (Rutherford, 1987). Concerning the Spanish copulas, the stages of acquisition through which Spanish L2 learners pass seem – with a few exceptions – to be largely uniform (e.g. estar + locative, ser/estar + adjective; VanPatten, 1987; Ryan & Lafford, 1992; Geeslin, 2000). Cheng, Lu and Giannakouros provide one of the first studies which partially test the assumption of universality, examining Mandarin Chinese speakers' copula behaviors over different levels of development. The work of Geeslin as well as Cheng, Lu and Giannakouros is valuable not so much because it provides insights into copula development but rather because this work is building a model for predicting the interaction in general terms between aspectual, semantic, and pragmatic factors and the acquisition of both grammatical and lexical L2 phenomena.

This paper reports on an empirical study that examined knowledge of eventive and stative passives in the L2 Spanish grammar of L1 speakers of English. Although the two types of passive exist in English, the difference between them is not signaled in any specific way. In Spanish, in contrast, the distinction is marked by the choice of copula: ser is used to form eventive passives, estar for statives. Researchers agree that the two copulas, both of which translate as English “to be”, differ in relation to aspect: estar is perfective while ser is not marked for aspect (Schmitt, 1992). The question was whether L2 learners would be able to acquire the aspectual difference of the copulas and apply it to the formation of the passives. Two main tests were used, a Grammaticality Judgment Task and a Sentence Selection Task. The Grammaticality Judgment Task examined properties of the passives related, among other things, to aspect and agentivity. The Sentence Selection Task focused on the interpretation of the subject: only the subject of ser can be interpreted as generic. Although the learners in general distinguished between grammatical and ungrammatical sentences, they had not acquired the restriction on subject interpretation. These results are explained in terms of interfaces.

Any person who has taught Spanish as a second language or who has interacted with a non-native speaker of Spanish can easily tell that mastering the correct use of the copulas ser and estar is very difficult in both spoken and written production. But L2 learners are not alone. The Spanish copulas also present difficulty and frustration for L2 instructors of Spanish, since most pedagogical explanations of the uses of ser and estar provided in textbooks are incomplete and inaccurate. However, the acquisition of copular constructions has not received the attention it deserves in the acquisition literature, making a special issue of Bilingualism: Language and Cognition dedicated to this topic particularly welcome. A reason for the scarcity of research in this area may be related to both the linguistic complexity of Spanish ser and estar and the inadequacy of many available theoretical treatments to explain their complementary distribution. Although constructions with ser and estar are highly frequent in the input, they are grammatically quite intricate, straddling between the levels of morphology, syntax, semantics and pragmatics. Accordingly, Bruhn de Garavito and Valenzuela correctly frame their study within the current debate on interface vulnerability in language development in general, and in adult L2 acquisition in particular (Sorace, 2004; White, in press). In a nutshell, grammatical areas which require the integration of different levels of linguistic knowledge (e.g., syntax–discourse, syntax–morphology, morphology–semantics, etc.) for processing, production, or interpretation, show developmental delays and instability in monolingual and bilingual acquisition. In the case of monolingual acquisition, instability or non-target-like behavior is temporary, but in L2 grammars, instability can persist up to very advanced levels of proficiency, eventually leading to fossilization.

This article studies the acquisition of copulas by a Spanish–English bilingual between the ages of 1;6 and 3;0, examines the possibility of interlanguage influence, and considers the distributional frequencies of copular constructions in the speech of the child and in the language input from adults. The study is of interest because the bilingual child needs to acquire semantic and syntactic contrasts in Spanish that are not explicitly marked in English. This difference raises questions about the timing of acquisition of the Spanish copulas under pressure from a stronger language, in addition to the language-internal questions concerning the acquisition of the semantics and syntax of these verbs. The results show that copular constructions develop autonomously, but with a slight delay in the acquisition of estar interpreted as a possible type of influence from English. The distributional analysis reveals parallels between the child's and the adults' uses of copulas, thus supporting a process of acquisition guided by the nature of the interactions that the child enters into with the adults who surround him.

Studies of copular forms are extremely relevant to issues in philosophy, psychology, and linguistics. Psychologists have recently argued that the most distinctive aspect of human language is its combinatorial nature (e.g., Gentner, 2003; Spelke, 2003). They argue that this linguistic component might be what separates human from animal cognition. As combinatorial elements, copular forms have no equal. However, as the quote from Bertrand Russell implies, copular forms are multi-dimensional and complex. A full understanding of their use, linguistic variation, acquisition, and relation to cognition is a formidable task. While other papers in this special-issue volume of Bilingualism: Language and Cognition will address the different syntactic and semantic functions carried by these forms, in this commentary, I will focus on the relation between the acquisition of copular forms and cognitive development, or more specifically on the development of categorization.

In some contact situations between Spanish and English there is an acceleration of the process of the extension of estar that may be due to lack of access to the formal written standard, features of English in particular or general processes of simplification that result from the cognitive demands of bilingualism (Silva-Corvalán, 1994). In our large-scale analysis of data from a contextualized preference task collected in four areas of the lberian Peninsula where Spanish is in contact with a regional language (Basque, Catalan, Galician and Valencian) and in monolingual regions of Spain, we identify differences in the numbers of unanimous responses, and frequency and predictors of estar selection across populations. We show that more frequent selection of estar is not a characteristic of all bilingual groups, and several linguistic predictors of estar are common to all groups. Additionally, we find that more frequent selection of estar occurs in some varieties even among bilinguals with ample access to the formal standard.

The role of language contact in linguistic change remains a polemic issue in the field of contact linguistics. Many researchers (Weinreich, 1953; Lefebvre, 1985; Prince, 1988; Silva-Corvalán, 1994; King, 2000; Sankoff, 2002; Labov, 2007) believe that there are limits on the types of linguistic patterns that can be transmitted across languages, while others (Thomason and Kaufman, 1988, p. 14) deem that “any linguistic feature can be transferred from any language to any other language”. Regardless of the differences of opinion on this issue, there is widespread recognition that the social context, including such features as the size and characteristics of the bilingual groups, the attitudes toward the languages spoken, and the intensity and duration of language contact, play an important role in determining the linguistic outcomes of language contact.

The five papers in this issue cover a range of perspectives on the acquisition and use of the Spanish copulas ser and estar in a variety of contexts, including language contact, bilingual language acquisition, and classroom second language learning. The fact that these papers cite work in this area as far back as the early part of the 20th century with each subsequent decade being represented suggests the continual importance and complexity of the distinction between the two copular forms and shows how this complexity is played out in acquisition and bilingual use. Over the past century different perspectives have been taken on this multifaceted issue with linguistic explanations and the role of the native language being primary. In this epilogue, we focus on some of these same issues, but expand our commentary to include the new dimensions represented in this collection of papers: (i) context of learning (input), (ii) prior knowledge as represented by other language(s) known, (iii) item-learning and lexical development, and (iv) innovations in methodology.

The Editors and members of the Editorial Board wish to thank the following guest consultants for having reviewed manuscripts submitted to the journal this past year.