A courtesy name (Chinese: 字; pinyin: zì), also known as a style name, is a traditional name given to individuals in Chinese culture upon reaching adulthood, typically males at age 20 during the capping ceremony (guànlǐ) and females at age 15 during the hair-pinning ceremony (jìlǐ), serving as a formal alternative to the personal given name (míng) for use in respectful or official interactions.[1][2] This practice originated in ancient China, rooted in Confucian rituals and social etiquette outlined in classical texts like the Book of Rites (Lǐjì), where addressing someone by their míng was considered impolite among equals or superiors, as it implied undue familiarity or inferiority.[2][3]Historically, the zì evolved from markers of maturity in the Zhou dynasty (c. 1046–256 BCE) onward, becoming a standard component of naming for literate elites and officials by the Han dynasty (206 BCE–220 CE), often chosen by the individual or their parents to reflect virtues, aspirations, or wordplay related to the míng.[2][1] The name was typically disyllabic, contrasting with the often monosyllabic míng, and could be self-selected later in life for public figures, such as poets or scholars, to establish a persona in literary circles.[2] By the Song dynasty (960–1279 CE), the zì had integrated into broader naming systems alongside pseudonyms (hào) and titles, emphasizing social hierarchy and relational dynamics in address.[4]In terms of etiquette, the zì was employed by social peers or in written correspondence to convey respect without intimacy, while inferiors used titles and superiors might use the míng or diminutives; this usage aligned with politeness strategies balancing power distance and social solidarity in interpersonal communication.[3][5] For instance, in historical texts like the Romance of the Three Kingdoms, figures such as Zhuge Liang (personal name Zhūgě Liàng, zì Kǒngmíng) were addressed by their zì in formal dialogues among equals.[5] Women occasionally received zì, though less commonly documented, often tied to marriage or family roles.[1]Notable examples include Confucius (Kǒng Qiū, zì Zhòngní), whose zì appears throughout the Confucian canon, and the poet Li Bai (míng Lǐ Bái, zì Tàibái), highlighting how the zì facilitated public identity in literature and philosophy.[1][2] Variations existed, such as extensions of childhood names or alignments in meaning, like Qu Yuan (míng Píng, zì Yuán, both evoking "flat" or "even").[2]In contemporary China, the zì has largely fallen out of use among the general population due to modernization and simplified naming conventions, though it persists in scholarly, artistic, or historical contexts, and some individuals adopt them voluntarily for cultural revival.[1][2]
A courtesy name, known as zì (字) or style name in Chinese tradition, is an adult name bestowed upon individuals to complement their birth name (míng, 名), marking their transition to social maturity. Primarily given to males at the age of 20 suì (virtual age) during the capping ceremony (guànlǐ, 冠禮), it signifies the assumption of adult responsibilities and is rooted in rituals described in the Book of Rites (Lǐjì, 禮記).[6] For females, a courtesy name was sometimes conferred at the pinning ceremony around age 15 or upon marriage, though less commonly documented.[2] This name serves as a formal identifier in social and official contexts, reflecting Confucian principles of propriety and hierarchy.[6]The core purpose of the courtesy name is to promote respect in interpersonal interactions, particularly among peers and equals, by avoiding the direct use of the birth name, which is considered intimate or presumptuous unless by superiors or inferiors.[2] In traditional etiquette, addressing someone by their zì demonstrates deference and maintains social harmony, as the birth name (míng)—typically monosyllabic and assigned at birth—remains reserved for private family use or hierarchical address.[6] This practice underscores the cultural emphasis on relational distance and decorum, where the courtesy name facilitates polite discourse without implying undue familiarity or dominance.[2]Distinct from other naming elements, the courtesy name specifically denotes social adulthood and contrasts with the birth name (míng), which identifies one from infancy; the posthumous name (shì, 諡), an honorific granted after death to evaluate a person's legacy; and the temple name (miàohào, 廟號), reserved for emperors and used in ancestral worship.[2] Unlike these, the zì is adopted during life for everyday formal use and often carries a disyllabic structure following the Qin dynasty (221 BCE), evolving from earlier monosyllabic forms.[2] Derivations typically draw from the semantic essence of the birth name, classical literary allusions, or familial birth order, such as bó (伯) for the eldest son or zhōng (仲) for the second.[2] This structure and sourcing reinforce the name's role in embedding personal and cultural significance within social identity.
Linguistic Origins
The Chinese term for courtesy name, zì (字), literally denotes "word" or "character," referring to the fundamental units of written and spoken language in classical Chinese. Its application as a formal adult name emerged in texts from the Zhou dynasty (1046–256 BCE), where it signified a "style" or "literary name" conferred during coming-of-age ceremonies, such as the capping ritual for males at around age 20.[2][7]In English scholarship, zì is typically romanized and translated as "courtesy name" or "style name" to capture its role in polite address. This convention influenced East Asian naming systems, yielding equivalents like the Japanese azana (字), a borrowed term for an adult alias; the Korean cha or ja (자), used similarly in historical contexts; and the Vietnamese tự (字) or tên chữ, adapted within Sino-Vietnamese communities to denote a formal secondary name.[8]Linguistically, early zì names in pre-Qin texts were often monosyllabic, mirroring the concise structure of personal names (míng), but shifted toward disyllabic forms from the Qin dynasty (221–206 BCE) onward, aligning with evolving phonological and stylistic preferences in Chinese. This development is evident in classical literature, such as the Analects of Confucius, where zì like Zǐlù (子路) for the disciple Zhong You illustrate its integration into formal philosophical discourse.[2][9]Distinct from the related hào (號), or "art name"—a self-chosen pseudonym reflecting personal or artistic identity—the zì functions as a non-artistic, ritually assigned formal alias for social and official use.[7]
Historical Development
Origins in Ancient China
The courtesy name, known as zi (字), emerged during the Western Zhou dynasty (1046–771 BCE) as a formal adult designation adopted by males upon reaching maturity, distinguishing it from the childhood given name (ming, 名). This practice was institutionalized through the guan li (冠禮) capping ceremony, performed at the age of 20 sui (virtual age), where the recipient donned a cap symbolizing entry into adulthood and received the zi from a respected elder, often a parent or teacher. The ceremony, detailed in the Liji (禮記, Book of Rites), underscored the transition to social responsibilities, including eligibility for official roles and participation in rituals, thereby reinforcing Confucian principles of hierarchy and propriety.[2][10]In Confucian ritual contexts, the adoption of the courtesy name was deeply intertwined with filial piety and social order, marking the individual's readiness to honor ancestors and serve the state. The Liji's Guan Yi (冠義) chapter describes the ceremony as occurring at the eastern steps of the ancestral hall, involving three successive caps of increasing formality, after which the zi was bestowed to signify full maturity and the expectation of virtues like loyalty and respect. This rite, rooted in Zhou nobility practices, positioned the zi as a tool for maintaining familial and societal harmony, with participants presenting themselves to rulers and ministers to affirm their status. Among the nobility, the zi facilitated polite address in diplomatic and ceremonial settings, as seen in early texts where it complemented lineage names to denote rank.[10][2]Pre-Qin naming variations reflect an evolution from simpler forms, with oracle bone inscriptions from the late Shang period (c. 1250–1046 BCE) featuring predominantly monosyllabic personal names, such as those of kings like Wu Ding (武丁) or diviners like Zheng (正), used in ritual divinations without the formalized zi structure. By the Spring and Autumn period (771–476 BCE), as recorded in the Zuo Zhuan (左傳), the zi became more prominent among the aristocracy, often monosyllabic and prefixed to titles for respect, as in the case of Zichan (子產, courtesy name of Gongsun Qiao, a Zheng statesman) or Zhao Xiangzi (趙襄子, a Jin leader). During the Warring States period (475–221 BCE), the zi increasingly emphasized scholarly and intellectual identities, with figures like Zigong (子貢, a disciple of Confucius) using it to signify erudition and public engagement, evolving from purely noble usage to broader elite application.[11][12]
Evolution Through Dynasties
During the Qin and Han dynasties (221 BCE–220 CE), the practice of courtesy names underwent significant standardization, shifting toward disyllabic forms that reflected or complemented the personal name (ming), and became deeply integrated into the imperial bureaucracy where officials were formally addressed by their zi in administrative documents, letters, and official inscriptions.[2] This evolution marked a departure from pre-imperial monosyllabic usages, emphasizing formality and social hierarchy as the centralized state expanded, with courtesy names adopted at the capping ceremony for males at age 20 and pinning for females at 15.[13]In the Tang and Song dynasties (618–1279 CE), courtesy names flourished among the literati class, often inspired by classical poetry and literary allusions, as exemplified by the poet Li Bai (701–762 CE), whose courtesy name Taibai evoked celestial and poetic imagery from his own verses and broader Tang literary traditions.[2] This period saw increased adoption among elite women in scholarly families, where zi provided a layer of respect and identity beyond marriage, tying into the era's cultural emphasis on refinement and examination success.[7]The Ming and Qing dynasties (1368–1912 CE) represented a period of continued formality in the use of courtesy names, particularly among the scholarly and bureaucratic elite.[14] Under Qing edicts, ethnic groups such as the Manchus adopted sinicized naming conventions, incorporating courtesy names to align with Han bureaucratic norms and consolidate imperial authority.
Usage and Social Conventions
Formal and Social Applications
In traditional Chinese society, courtesy names (zi) served as essential markers of respect in interpersonal interactions, particularly among peers or from juniors to superiors. Addressing someone by their birth name (ming) in such contexts was deemed impolite or even insulting, as it implied undue familiarity or a breach of decorum, while the courtesy name allowed for a more formal and deferential mode of reference in both spoken and written exchanges. This practice underscored the Confucian principle of propriety (li), where naming conventions helped preserve social harmony and hierarchical order by signaling maturity and mutual esteem.[15]The application of courtesy names extended to various formal and semi-formal settings, including official documents, personal letters, scholarly correspondence, and social gatherings such as banquets. In these environments, the courtesy name was the standard form of address, often paired with titles to enhance formality, while birth names were generally reserved for intimate family contexts or use by elders and close superiors to assert authority. Conversely, in familial or highly personal settings, courtesy names were avoided in favor of kinship terms or diminutives, maintaining emotional closeness without the distance imposed by formal nomenclature. This selective usage reinforced boundaries between public decorum and private affection.[16][15]Although courtesy names were predominantly a male convention—bestowed upon men at the age of 20 during the capping ceremony (guan li)—women occasionally received them as well, typically at age 15 during the hair-pinning ritual (ji li) or upon marriage, with examples documented from the Han and Tang dynasties among literate or highborn individuals.[17][2]Symbolically, courtesy names were carefully selected to evoke virtues such as integrity, benevolence, or wisdom, or to reference natural elements and personal aspirations, thereby embodying the Confucian ideal of self-cultivation and contributing to the broader social fabric of moral order. For instance, a name alluding to "enduring pine" might symbolize resilience and longevity, aligning the individual with esteemed ethical qualities expected in hierarchical society. This nomenclature not only personalized identity but also perpetuated cultural values of harmony and propriety across interactions.[15]
Naming Rules and Structures
In ancient China, following the Qin dynasty, courtesy names (known as zi 字) typically adopted a disyllabic structure, consisting of two characters that complemented the monosyllabic given name (ming 明).[13] The first character often indicated the individual's birth order among siblings, such as zhong (仲) for the second son or shu (叔) for the third, or it echoed the semantic meaning of the birth name to maintain continuity in personal identity.[1][13] This format emphasized harmony and familial hierarchy, evolving from earlier naming practices to standardize adult nomenclature during rites like the capping ceremony for males or engagement for females.[13]The selection of a courtesy name was a deliberate process, usually undertaken by parents, teachers, or the individual themselves upon reaching adulthood, often around age twenty for men.[13] Influences drew from classical sources and cosmological principles, including derivations from the I Ching for auspicious hexagrams, the Five Elements (wuxing 五行) to balance elemental forces like wood or metal in the name's radicals, and poetic allusions from the Shijing (Book of Odes) to evoke virtue or natural imagery.[13] Scholar Wang Chong advised selecting characters that extended the given name's implications while preserving its essence, drawing from classical texts like the Zuo Zhuan.[13]Strict taboos governed courtesy name creation to uphold respect and propriety, particularly prohibiting homophones or near-homophones of emperors' given names, which were considered sacred and ineffable under imperial decree.[18] For instance, during the Tang dynasty, characters sounding like Emperor Wuzong's yan (炎) were avoided, extending to similar syllables like tan or dan.[18] Names with negative connotations, such as those implying misfortune or vulgarity, were also eschewed; in scholarly circles, the zi was required to embody elegance, drawing from refined literary or ethical motifs to signify cultural refinement.[13][18]Variations in courtesy name structures occurred across periods, with rare monosyllabic forms persisting as holdovers from pre-Qin eras before the widespread adoption of disyllabics.[13] Over time, particularly in later dynasties, the inclusion of generational markers became common, where siblings or clan members shared the first character of their zi to denote cohort, reinforcing lineage cohesion alongside the surname (xing 姓).[13] This evolution aligned with broader shifts in social organization, though the core emphasis on auspiciousness and hierarchy remained consistent.[1]
Cultural Adaptations
Adoption in Korea and Vietnam
In Korea, the practice of using courtesy names was introduced during the Goguryeo kingdom (37 BCE–668 CE), reflecting early adoption of Chinese cultural influences amid interactions with the Han dynasty and subsequent Chinese states. This system, known as "ja" (자, 字), became formalized during the Joseon dynasty (1392–1910), where it was primarily employed by the yangban, the aristocratic elite class responsible for governance and scholarship. Yangban males typically received their ja upon reaching adulthood or achieving scholarly milestones, often tied to success in the gwageo (科擧), the rigorous civil service examinations modeled on the Chinese imperial system, which emphasized Confucian learning and Sino-Korean hanja (Chinese characters) in naming conventions. The ja served as a formal alternate name used in official and social contexts, underscoring hierarchy and respect, with an emphasis on hanja to align with classical Chinese literary traditions.In Vietnam, courtesy names, termed "tự" (字), were adopted during the period of Han dynasty domination (111 BCE–939 CE), as part of broader Sinicization efforts that integrated Chinese administrative, scholarly, and naming practices into local society. The tự gained prominence among the educated elite during the Nguyen dynasty (1802–1945), particularly for mandarins in the imperial bureaucracy, where it complemented birth names and was often bestowed upon passing civil examinations or attaining official rank. This adaptation blended with indigenous naming customs, incorporating Vietnamese linguistic elements while retaining hanzi (Chinese characters) for formality, as seen in literary works such as those of Nguyen Du (1765–1820), whose tự was Tố Như (托如) and who employed such conventions in his poetry to evoke Confucian ideals.[19]Both Korea and Vietnam saw the parallel decline of courtesy names in the early 20th century, driven by modernization, colonial influences, and shifts toward vernacular scripts—Hangul in Korea under Japanese rule and Quốc ngữ (Latin-based alphabet) in Vietnam under French colonialism—which diminished the role of classical Chinese characters in daily and official life.[19] Critics like Vietnamese intellectual Phan Khôi (1885–1959) lambasted the tự system in the late 1920s and early 1930s as outdated and impractical, accelerating its obsolescence among younger generations in favor of simplified, modern naming.[19]
Influence in Japan and Other Regions
In Japan, the Chinese courtesy name practice evolved into the "azana" (字) during the Heian period (794–1185 CE), serving as a formal adult name conferred upon males at the age of maturity, often around 20, to denote respect in social and official interactions.[20] Distinct from the "imina" (忌名 or 名), the personal or childhood name deemed taboo for direct use by others except close kin or superiors, the azana was employed by courtiers and aristocracy in formal settings, reflecting Confucian ideals of propriety adapted to Japanese court culture.[21] By the Kamakura period (1185–1333 CE), samurai adopted azana alongside hereditary lineage names, integrating it with "nanori" (名乗り), a public pronunciation of the name used in introductions to convey status without invoking the imina.[20]Among other regions, the Manchus adopted Chinese-style nomenclature during the Qing dynasty (1644–1912 CE) as part of sinicization efforts, often featuring phonetic adaptations of Manchu sounds rendered in Chinese characters for official use, allowing bannermen to maintain ethnic identity while adhering to Han conventions in documents and titles.[22][2] Similarly, Mongol nobility in the Yuan dynasty (1271–1368 CE) adopted Chinese courtesy names (zi 字) alongside their native appellations, a practice that facilitated governance over diverse subjects and elevated the status of elites in Confucian-influenced bureaucracy.[23]This dissemination occurred through cross-cultural exchanges, including Japan's tributary missions to Tang and SongChina, which transmitted naming etiquette as part of broader Confucian and administrative influences, and the spread of Buddhism, which embedded such conventions in monastic and lay rituals across East Asia.[24]
Notable Examples
Pre-Modern Historical Figures
One prominent example of a courtesy name from ancient China is that of Confucius, born Kong Qiu (孔丘) in 551 BCE. His courtesy name, Zhongni (仲尼), was derived from his status as the second son in his family, with "Zhong" indicating the second position among siblings and "Ni" referencing Mount Ni, where his mother reportedly prayed for a child. This name not only marked his personal circumstances but also symbolized the virtuous path he would embody as a teacher and philosopher, emphasizing harmony and moral cultivation in Confucian thought.[25][26]Similarly, Mencius, born Meng Ke (孟軻) around 372 BCE, is traditionally linked to the Confucian lineage through his studies in the school of Zisi (子思), the grandson of Confucius, which alluded to his intellectual ancestry in the tradition. While Mencius's own courtesy name is not definitively recorded in early sources and has been variably suggested as Ziyu (子輿) or Ziche (子車) in later traditions, his association with Zisi underscores how courtesy names and scholarly affiliations reinforced philosophical continuity and virtue in pre-Qin thought.[27][28]Among emperors and high officials, the use of courtesy names varied, often adapting to imperial conventions. Emperor Taizong of Tang, born Li Shimin (李世民) in 598 CE, did not formally adopt a standard courtesy name, as was common for rulers to avoid direct address by peers; however, contemporaries and historians referred to him using variants derived from his personal name or titles, such as informal allusions to "Shimin" to denote his role in stabilizing the realm.[2] In contrast, the Song dynasty scholar-official Su Shi (蘇軾), born in 1037 CE, bore the courtesy name Zizhan (子瞻), meaning "to look ahead" or "prospective gaze," which reflected his forward-thinking literary and political insights during a turbulent era.[29]Courtesy names frequently encapsulated philosophical ideals, as seen in the case of Wang Anshi (王安石), born in 1021 CE, whose courtesy name Jiefu (介甫) aligned with his role in Neo-Confucian reforms aimed at moral governance and societal harmony. This naming practice illustrated broader traditions where individuals selected or received names evoking virtues like benevolence and righteousness, thereby integrating personal identity with ethical aspirations in imperial China.[30][31]
20th-Century and Modern Cases
During the Republican era (1912–1949), courtesy names remained a marker of formal identity among political leaders and revolutionaries, bridging traditional conventions with modern reformist aspirations. Sun Yat-sen, whose birth name was Sun Wen (孫文), adopted the courtesy name Zaizhi (載之) in his early adulthood, which aligned with his role in promoting national renewal and was used in official correspondences reflecting his reformist ethos.[32] Similarly, Chiang Kai-shek, known officially as Jiang Zhongzheng (蔣中正) from around 1918, took the courtesy name Jieshi (介石) in 1912 while studying in Japan, employing it prominently within revolutionary circles to signify resolve amid political upheaval.[32]In the mid-20th century, usage became sparser but persisted among intellectuals, particularly in literary and scholarly contexts. For example, the writer Lu Xun (pen name; birth name Zhou Shuren, 周樹人), born in 1881, used the courtesy name Yùcái (豫才), which reflected his literary aspirations and was employed in formal writings to maintain ties to classical traditions.[33] The tradition endured longer in overseas Chinese communities before 1949, where diaspora groups preserved naming customs in social and familial settings to uphold cultural continuity away from mainland upheavals. In Taiwan post-1949, occasional revivals occur in cultural events and literary circles, with courtesy titles and names referenced in contemporary Taiwanese society to honor heritage.[1][34]
Decline and Legacy
Factors Leading to Decline
The decline of courtesy names in China accelerated during the Republican era (1912–1949), as Westernization efforts sought to dismantle Confucian traditions in favor of modern, simplified social practices. The May Fourth Movement of 1919, a pivotal cultural and intellectual upheaval, played a key role by promoting vernacular language, scientific thinking, and egalitarian norms that viewed elaborate naming conventions as outdated feudal remnants.[35] This shift led to the gradual abandonment of courtesy names in everyday and formal contexts, with official records increasingly relying on given names alone to streamline administration and reflect progressive ideals.[36]Following the Communist revolution in 1949, the People's Republic of China further formalized the use of legal given names in official systems like the household registration (hukou) system, established in 1958, aligning with broader anti-feudal campaigns that targeted traditional cultural practices. In the 1950s, these campaigns, including land reform and the suppression of counterrevolutionaries (1950–1951), eroded the use of courtesy names as symbols of the old order.[37]Colonial and modernization pressures in neighboring regions hastened the abandonment of courtesy names beyond China. In Korea, the Japanese occupation (1910–1945) enforced the Sōshi-kaimei policy from 1939, compelling Koreans to adopt Japanese-style names and disrupting Sino-Korean naming traditions, including courtesy names, to assimilate the population.[38] Similarly, in Vietnam under French rule (1887–1954), mandatory birth registrations and the promotion of Romanized script (Quốc ngữ) contributed to the simplification of personal names in favor of Western-influenced formats.[39] Among global Chinese diaspora communities, exposure to Western societies reinforced this trend, with migrants adopting single given names for integration and practicality.[40]Even as China's economic reforms of the 1980s under Deng Xiaoping opened the country to market forces and global influences, they did not revive courtesy name traditions, prioritizing instead continued modernization and uniformity in personal identification.[41] By this period, the practice had become largely obsolete, confined to historical or literary references.[42]
Contemporary Relevance and Revival Efforts
In mainland China, the tradition of courtesy names (zì) has become rare in everyday use, with most individuals relying solely on their surname and given name since the early 20th century. However, among intellectuals, scholars, and writers, they occasionally serve as literary sobriquets or professional aliases to evoke classical heritage.[1]The practice holds more contemporary relevance in Taiwan and Hong Kong, where traditional culture remains influential, appearing in formal biographies, academic publications, and artistic works that celebrate Confucian roots. Courtesy names are also prominently featured in wuxia novels and films, such as those by Jin Yong, where they authenticate historical settings and underscore themes of respect and social hierarchy among characters.[1]Revival efforts in the 21st century are tied to broader cultural initiatives promoting Confucian values, particularly in Taiwan through organizations like the Chinese Association of Confucius, established in 2011 to disseminate traditional rites and thought. These movements, including educational programs on classical customs during the 2010s, raise awareness of historical practices such as naming traditions as part of cultural preservation.[43] Online platforms further support self-adoption of style names among enthusiasts seeking personal ties to heritage. As of 2025, courtesy names remain niche, with limited voluntary use in scholarly or artistic contexts across regions.[44]Among overseas Chinese communities in Singapore and Malaysia, echoes of courtesy names persist in hybrid naming systems, where individuals may use additional traditional aliases alongside Western or local names, emphasizing respect over mere pseudonymity.[45]