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Compass words like “North” are usable with various confusing partner words and adjective endings
COMPASS WORDS IN ENGLISH
By “compass words”, I mean North, South, East and West (used both alone and in combinations like North-West and South-South-East), plus related forms with the endings -ward(s), -ern and -erly, such as southern and southerly, whose pronunciation features in 41. Unexpected Vowels in Derived Words. Compass words can easily occur in academic and professional writing because most of its varieties need sometimes to say where something is (see 295. Options in Saying Where).
There are a number of ways in which compass words can be used in English. The aim here is to describe, illustrate and explain as many of these as possible, and to offer some general guidelines for avoiding errors with them that are sometimes made by speakers whose mother tongue is not English.
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COMPASS NOUNS WITH NO PRECEDING PREPOSITION
North, South etc. are most often nouns, filling the standard noun positions. They may be written either with or without a capital letter (see 62. Choices with Capital Letters). When they are the subject, object or complement of a verb, they usually indicate a subdivision of a previously-identified country or area, a meaning that requires them to be used after the:
(a) The north is wild and uninhabited.
The reason for the is that simple compass words used as nouns are normally countable, a characteristic typically requiring their singular form to have the or a or equivalent (see 110. Nouns without “the” or “a”), and the is better than a because a “unique” concept is being expressed (there is only one north, south, east and west in any particular place).
There is, however, one use of simple compass words in the subject, object or complement position where adding the is optional. This is when they represent the ultimate compass points of the whole world:
(b) (The) West is where the sun sets.
Apart from this, a basic compass word with neither the nor a preposition before it has to be understood as an adverb rather than a noun:
(c) Deforestation means the Sahara is moving south.
If south here was truly a noun, it would be the object of moving – naming something being moved – and would hence indicate nonsensically that the movement belonged to south rather than the Sahara. The actual meaning of south here, of course, is “in a southward direction”, the idea of “direction” being a common one of adverbs (see 120. Six Things to Know about Adverbs, #1).
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COMPASS NOUNS AFTER A PREPOSITION
Basic compass words are easily usable as nouns after a preposition, often one that itself has an adverb before it (e.g. far to the north, right across the east: see 262. Adverbs that Describe a Preposition). A particularly common preposition is to. However, its meaning is not always the same. The following are different ways of interpreting to the south:
I) DIRECTIONAL ADJECTIVE OR ADVERB (= “towards to the South Pole”). The adjective use would follow a noun like movement; the adverb one a verb like moving. This meaning of to the south is the same as that of south by itself in (c).
II) DIRECTIONAL ADJECTIVE OR ADVERB (= “into the south of a particular area”). Examples are:
(d) ADJECTIVE) Routes to the south (of Europe) are likely to meet mountains.
(e) (ADVERB) Young people are going to the south (of their country) to find work.
When sentences like these are spoken in a more northern part of the same area, to the south can be replaced informally by down south. Related expressions are up north (spoken in the south) and out east/ west.
III) POSITIONAL ADJECTIVE OR ADVERB (= “just beyond the southern border”). This use says where something is rather than where it is going:
(f) (ADJECTIVE) A country to the south (of Turkey) is Syria.
(g) (ADVERB) The main Silk Road passes to the north (of Afghanistan).
We understand here that Syria and the main Silk Road are respectively just beyond the borders of Turkey and Afghanistan. This understanding could also be an alternative one of (d): instead of referring to routes going into the south of Europe, (d) could be about routes existing just beyond that south. The fact that the positional usage of to the is about the outside of a particular region, rather than the inside that the directional usage involves, is a key point to remember.
When to the expresses a position, as in (f) and (g), it can be dropped to create a subtly different meaning: not “just beyond” (= “touching”) but “somewhere beyond” (= not necessarily touching). For example, Syria in (f) is implied to touch Turkey‘s southern border, but without to the only its more southerly location would be implied. And if Syria was replaced by Yemen, to the would have to be dropped in order not to falsely imply a common border with Turkey.
Besides to, other common prepositions usable before the + compass word are across, from, in and out of. They have their normal meanings. In the cannot be directional like to the, but it can still be replaced by the more informal up or down (used with positional meaning) if the speaker is in the opposite part of the same region, e.g. is down south (= is in the south). Up and down can also follow BE without a compass word to mean “visiting from the south/ north” (see 154. Lone Prepositions after BE).
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COMPASS WORDS IN ADJECTIVE POSITIONS
Some adjective-like uses of compass words require -ern or -erly, while others keep the base forms, rather like nouns acting as adjectives (see 38. Nouns Used like Adjectives). Readers are invited to analyse the following common expressions in search of rules for choosing between the different possibilities:
a north wind
a southerly breeze
an easterly direction/course
East London
Southern Ireland/France/Italy
South Germany/China
New South Wales
Southern Europe/Africa
South Africa/North Korea
West(ern) Africa
North/South America
The West Indies
Western Samoa
The South Pole/The North Star
The Southern Cross
My feeling about these is that no definitive rules can be given because there are so many anomalies and exceptions. However, I offer the following observations. The -ly ending indicates direction, either towards or away from the compass point. A southerly breeze is usually understood as coming from the south, but an easterly direction would likely be towards the east (unless it had from in front).
The absence of -ly before wind is interesting. I suspect that it indicates generality – no link with a particular place or time, like this:
(h) A/The south-west wind brings rain.
Conversely, -ly words might be preferred when talking about a wind in a specific place at a specific time:
(i) A northerly wind was blowing when the ship set sail.
For more on the difference between general and specific meaning, see 89. Using “the” with General Meaning.
East London in the list above is part of a city. Most city parts seem to be expressed with basic compass words, though exceptions can probably be found (Western Paris?). I would suggest that a basic compass word indicates a widely-recognised city district, while one with –ern is vaguer. In Britain, a basic compass word is sometimes placed after a city name instead of before – e.g. Bristol South-West – indicating a district whose people elect a politician to represent it (see 137. Words that Reflect English Culture).
A further clue to the use of -ern is perhaps obtainable from the difference between South Africa (the country) and Southern Africa (the whole of Africa south of the Equator, including South Africa). The names of countries usually seem to have the basic compass word, while parts of countries and of continents prefer -ern. Other country parts with -ern include Southern England, Eastern USA and Western Peru.
Exceptions to this trend can usually be explained away. The countries of Southern Ireland and Western Samoa perhaps have -ern because they originated (in colonial times) as parts of larger countries. On the other hand, the country parts of South China and South Germany may lack -ern because they are large enough to be countries in their own right (indeed South Germany was once very like one). Alternatively, these regions may have some political as well as geographical status, just as New South Wales does.
The reason for not saying *Northern (and *Southern) America might be that these regions are thought of as whole continents, not parts of one. Less easy to explain, however, is the continental subdivision West Africa, which seems more common than Western Africa. Perhaps both are possible, but the former has become more popular for an unknown reason.
Finally, the trend of using basic compass words for wholes and -ern words for parts (except in cities) also seems evident in The South Pole and The North Star. These are not just in the south/north, they are those ultimate points. On the other hand, the star constellation known as The Southern Cross is just a feature of the sky in the Southern Hemisphere.