The Hebrew word mesorah (מסורה) refers to the transmission of a tradition. In fact, in a very broad sense it can refer to the entire chain of Jewish tradition. But in terms of the masoretic text the word mesorah has a very specific meaning: it refers to concise marginal notes in manuscripts (and later printings) of the Hebrew Bible which note textual details, usually about the precise spelling of words.
The oldest complete manuscripts of the Masoretic Text known to still exist date from approximately the ninth century, but there are many earlier fragments that appear to belong in the same textual family. For example, amongst the Dead Sea Scrolls and fragments found at other places in the Judean desert, there are some which differ from the Masoretic Text in only about 1 letter of each 1000 letters. Of course, there are also fragments showing a much larger difference.
Etymology
The Hebrew word masorah ("tradition") occurs in many forms. The term is taken from Ezekiel 20:37 and means originally "fetter." The fixation of the text was correctly considered to be in the nature of a fetter upon its exposition. When, in course of time, the Masorah had become a traditional discipline, the term became connected with the verb ( = "to hand down"), and was given the meaning of "tradition."
Language and Form
The language of the Masoretic notes is partly Hebrew and partly Palestinian Aramaic. The Masoretic annotations are found in various forms: (a) in separate works, e.g., the Oklah we-Oklah; (b) in the form of notes written in the margins and at the end of codices. In rare cases the notes are written between the lines. The first word of each Biblical book is also as a rule surrounded by notes. The latter are called the Initial Masorah; the notes on the side margins or between the columns are called the Small or Inner Masorah; and those on the lower and upper margins, the Large or Outer Masorah. The name "Large Masorah" is applied sometimes to the lexically arranged notes at the end of the printed Bible, usually called the Final Masorah, or the Masoretic Concordance.
The Small Masorah consists of brief notes with reference to marginal readings, to statistics showing the number of times a particular form is found in Scripture, to full and defective spelling, and to abnormally written letters. The Large Masorah is more copious in its notes. The Final Masorah comprises all the longer rubrics for which space could not be found in the margin of the text, and is arranged alphabetically in the form of a concordance. The quantity of notes the marginal Masorah contains is conditioned by the amount of vacant space on each page. In the manuscripts it varies also with the rate at which the copyist was paid and the fanciful shape he gave to his gloss.
Origin
The Talmud states that a standard copy of the Hebrew Bible was kept in the court of the Temple in Jerusalem for the benefit of copyists; there were paid correctors of Biblical books among the officers of the Temple (Talmud, tractate Ketubah 106a). This copy is mentioned in the Aristeas Letter (§ 30; comp. Blau, Studien zum Althebr. Buchwesen, p. 100); in the statements of Philo (preamble to his "Analysis of the Political Constitution of the Jews") and in Josephus (Contra Ap. i. 8).
Another Talmudic story, perhaps referring to an earlier time, relates that three Torah scrolls were found in the Temple court but were at variance with each other. The differences were then resolved by majority decision among the three (Tractate Soferim 6:4).
Numerical masorah
In classical antiquity copyists were paid for their work according to the number of stichs. As the prose books of the Bible were hardly ever written in stichs, the copyists, in order to estimate the amount of work, had to count the letters. Hence developed in the course of time the Numerical Masorah, which counts and groups together the various elements and phenomena of the text. Thus (Leviticus 8:23) forms the half of the number of verses in the Pentateuch; all the names of Divinity mentioned in connection with Abraham are holy except (Genesis 18:3); ten passages in the Pentateuch are dotted; three times the Pentateuch has the spelling where the reading is. The collation of manuscripts and the noting of their differences furnished material for the Text-Critical Masorah. The close relation which existed in earlier times (from the Soferim to the Amoraim inclusive) between the teacher of tradition and the Masorete, both frequently being united in one person, accounts for the Exegetical Masorah. Finally, the invention and introduction of a graphic system of vocalization and accentuation gave rise to the Grammatical Masorah.
Since no additions were allowed to be made to the official text of the Bible, the early Masoretes adopted other expedients: e.g., they marked the various divisions by spacing, and gave indications of halakic and haggadic teachings by full or defective spelling, abnormal forms of letters, dots, and other signs. Marginal notes were permitted only in private copies, and the first mention of such notes is found in the case of R. Meïr (c. 100-150 CE).
Rabbi Simon ben Pazzi (third century) calls these readings "emendations of the Scribes" ("tikkune Soferim"; Midrash Genesis Rabbah xlix. 7), assuming that the Scribes actually made the changes. This view was adopted by the later Midrash and by the majority of Masoretes. In Masoretic works these changes are ascribed to Ezra; to Ezra and Nehemiah; to Ezra and the Soferim; or to Ezra, Nehemiah, Zechariah, Haggai, and Baruch. All these ascriptions mean one and the same thing: that the changes were assumed to have been made by the Men of the Great Synagogue.
The term "tkkun Soferim" has been understood by different scholars in various ways. Some regard it as a correction of Biblical language authorized by the Soferim for homiletical purposes. Others take it to mean a mental change made by the original writers or redactors of Scripture; i.e., the latter shrank from putting in writing a thought which some of the readers might expect them to express.
There are phenomena in the Biblical text which force one to assume that at some time textual corrections had been made. These corrections may be classified under the following heads:
In fifteen passages in the Bible some words are stigmatized. The significance of the dots is disputed. Some hold them to be marks of erasure; others believe them to indicate that in some collated manuscripts the stigmatized words were missing, hence that the reading is doubtful; still others contend that they are merely a mnemonic device to indicate homiletical explanations which the ancients had connected with those words; finally, some maintain the dots were designed to guard against the omission by copyists of text-elements which, at first glance or after comparison with parallel passages, seemed to be superfluous. Instead of dots some manuscripts exhibit strokes, vertical or else horizontal. The first two explanations are unacceptable for the reason that such faulty readings would belong to ḳere and ketib, which, in case of doubt, the majority of manuscripts would decide. The last two theories have equal probability.
The materials for the history of the first period are scattered remarks in Talmudic and Midrashic literature, in the post-Talmudical treatises Masseket Sefer Torah and Masseket Soferim, and in a Masoretic chain of tradition found in Ben Asher's "Diḳduḳe ha-Ṭe'amim," § 69 and elsewhere.
In this period living tradition ceased, and the Masorites in preparing their codices usually followed the one school or the other, examining, however, standard codices of other schools and noting their differences. In the first half of the tenth century Aaron ben Moses ben Asher of Tiberias and Ben Naphtali, heads of two rival Masoretical schools, each wrote a standard codex of the Bible embodying the traditions of their respective schools. Ben Asher was the last of a distinguished family of Masorites extending back to the latter half of the eighth century. In spite of the rivalry of Ben Naphtali and the opposition of Saadia Gaon, the most eminent representative of the Babylonian school of criticism, Ben Asher's codex became recognized as the standard text of the Bible.
Considerable influence on the development and spread of Masoretic literature was exercised during the eleventh, twelfth, and thirteenth centuries by the Franco-German school of Tosafists. R. Gershom, his brother Machir, Joseph b. Samuel Bonfils (Tob 'Elem) of Limoges, R. Tam (Jacob b. Meïr), Menahem b. Perez of Joigny, Perez b. Elijah of Corbeil, Judah of Paris, Meïr Spira, and R. Meïr of Rothenburg made Masoretic compilations, or additions to the subject, which are all more or less frequently referred to in the marginal glosses of Biblical codices and in the works of Hebrew grammarians.
Next to Ibn Adonijah the critical study of the Masorah has been most advanced by Elijah Levita, who published his famous "Massoret ha-Massoret" in 1538. The "Tiberias" of the elder Buxtorf (1620) made Levita's researches accessible to Christian students. Walton's eighth prolegomenon is largely a réchauffé of the "Tiberias." Levita compiled likewise a vast Masoretic concordance, "Sefer ha-Zikronot," which still lies in the National Library at Paris unpublished. The study is indebted also to R. Meïr b. Todros ha-Levi (RaMaH), who, as early as the thirteenth century, wrote his "Sefer Massoret Seyag la-Torah" (correct ed. Florence, 1750); to Menahem di Lonzano, who composed a treatise on the Masorah of the Pentateuch entitled "Or Torah"; and in particular to Jedidiah Solomon of Norzi, whose "Minḥat Shai" contains valuable Masoretic notes based on a careful study of manuscripts.
Before direct research on the Aleppo Codex:
Since direct research on the Aleppo Codex became possible:
Also need to include: What is a keter or a taj.
See also: Hebrew Bible
Fixing of the text
The division into words, books, sections, paragraphs, verses, and clauses (probably in the chronological order here enumerated); the fixing of the orthography, pronunciation, and cantillation; the introduction or final adoption of the square characters with the five final letters (comp. Numbers and Numerals); some textual changes to guard against blasphemy and the like; the enumeration of letters, words, verses, etc., and the substitution of some words for others in public reading, belong to the earliest labors of the Masoretes.Tikkune Soferim
Early rabbinic sources, from the around 200 CE, mention several passages of Scripture in which the conclusion is inevitable that the ancient reading must have differed from that of the present text. The explanation of this phenomenon is given in the expression ("Scripture has used euphemistic language," i.e., to avoid anthropomorphism and anthropopathism).Mikra and Ittur
Among the earliest technical terms used in connection with activities of the Scribes are the "mikra Soferim" and "ittur Soferim." In the geonic schools the first term was taken to signify certain vowel-changes which were made in words in pause or after the article; the second, the cancelation in a few passages of the "vav" conjunctive, where it had by some been wrongly read. The objection to such an explanation is that the first changes would fall under the general head of fixation of pronunciation, and the second under the head of "kere" and "ketiv." Various explanations have, therefore, been offered by ancient as well as modern scholars without, however, succeeding in furnishing a completely satisfactory solution.Suspended Letters and Dotted Words
There are four words having one of their letters suspended above the line. One of them, (Judges 18:30), is due to a correction of the original out of reverence for Moses. The origin of the other three (Psalms 80:14; Job 38:13, 15) is doubtful. According to some, they are due to mistaken majuscular letters; according to others, they are later insertions of originally omitted weak consonants.Inverted Letters
In nine passages of the Bible are found signs usually called "inverted nuns," because they resemble the Hebrew letter nun (נ ) written upside down. History of
The history of the Masorah may be divided into three periods: (1) creative period, from its beginning to the introduction of vowel-signs; (2) reproductive period, from the introduction of vowel-signs to the printing of the Masorah (1425 CE); (3) critical period, from 1425 CE to the present time.Differences Between Babylonia and Palestine
In the course of time differences in spelling and pronunciation had developed not only between the schools of Palestine and of Babylonia — differences already noted in the third century — but in the various seats of learning in each country. In Babylonia the school of Sura differed from that of Nehardea; similar differences existed in the schools of Palestine, where the chief seat of learning in later times was the city of Tiberias. These differences must have become accentuated with the introduction of graphic signs for pronunciation and cantillation; and every locality, following the tradition of its school, had a standard codex embodying its readings.Ben Asher and Ben Naphtali
The two rival authorities, Ben Asher and Ben Naphtali, practically brought the Masorah to a close. Very few additions were made by the later Masorites, styled in the thirteenth and fourteenth centuries Naḳdanim, who revised the works of the copyists, added the vowels and accents (generally in fainter ink and with a finer pen) and frequently the Masorah.Critical Study
Jacob ben Hayyim ibn Adonijah, having collated a vast number of manuscripts, systematized his material and arranged the Masorah in the second Bomberg edition of the Bible (Venice, 1524-25). Besides introducing the Masorah into the margin, he compiled at the close of his Bible a concordance of the Masoretic glosses for which he could not find room in a marginal form, and added an elaborate introduction—the first treatise on the Masorah ever produced. In spite of its numerous errors, this excellent work has generally been acknowledged as the "textus receptus" of the Masorah.Modern studies
(To be written; please help if you know anything about this subject.)
(OK, here briefly are some basics starting points in contemporary research:)
1. Heidenheim
2. CD Ginsburg’s editions of the Hebrew Bible and its masoretic apparatus
3. BHK and BHS based on the Leningrad Codex (as well as the Dotan edition)
1. The research of the late Professor Moshe Goshen-Gottstein on the authenticity of the Aleppo Codex, and its identity as the most perfect exemplar of the masoretic text ever created by hand.
2. The extraordinary history of the Allepo Codex
3. Various editions of the Hebrew Bible based on the Aleppo Codex from the Breuer school (scholars include Rabbi Mordecai Breuer and Dr. Yosef Ofer)
4. The monumental project Miqraot Gedolot ha-Keter, halfway through completion at Bar-Ilan University, Israel, which presents (for the first time in history) the text and mesorah of the Aleppo Codex. The missing parts of the codex are reconstucted using a slightly different method than that of the Breuer school.