Localization 101: How to Avoid Being Left Behind in a Global Economy and Global Job Market

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Localization 101: How to Avoid Being Left Behind in a Global Economy and Global Job Market - Presentation Transcript

  1. Localization 101: How to Avoid Being Left Behind in a Global Economy and Job Market Maxwell Hoffmann Manager Consulting & Training
  2. About the Presenter
    • Graphic Artist -> Typesetter -> DTP -> Localization
    • Worked for variety of publishing solution vendors
    • Former FrameMaker product marketing mgr
    • 10 years in Localized publishing, production, and consulting: large scale projects in up to 22 languages
    • Trained over 1,000 people in past 25 years on variety of publishing solutions
    • Worked mostly with content creators and tech writers
  3. Some definitions
    • Locale: “Combination of language, cultural preferences, character set, and other information that describes a particular target market or audience.”
    • Localization (L10N): “Process of adapting a product for a particular locale. Usually comes after internationalization in the shape of a package of services. ”
    • Globalization (G11N): “Combination of internationalization and localization, as well as implementation of a global strategy from early product development through localization .”
    • Internationalization (I18N): “Process of creating (or re-engineering) a system to support multiple locales with a single set of source code. Usually a pre-requisite for successful localization.”
  4. Some more definitions
    • Translation: “Process of translating, editing and proofing text .”
    • Translation Memory (TM): “a type of database that is used in software programs designed to aid human translators. Translation memories are typically used in conjunction with a dedicated computer assisted translation (CAT) tool, word processing program, terminology management systems, multilingual dictionary, or even raw machine translation output.”
    • Computer Assisted Translation (CAT): “ a form of translation wherein a human translator translates texts using computer software designed to support and facilitate the translation process.”
  5. Some more definitions
    • Machine Translation (MT): “performs simple substitution of words in one natural language for words in another. Using corpus techniques, more complex translations may be attempted, allowing for better handling of differences in linguistic typology, phrase recognition, and translation of idioms, as well as the isolation of anomalies.”
    • Glossary: “ agreed upon definitions of key words, phrases, product names. Can be in English only (source) or in target languages as well. Glossaries help linguists to avoid ambiguous or alternate translations.”
  6. Some more definitions
    • Controlled English (CE): “a controlled language originally developed for aerospace industry maintenance manuals. It offers a carefully limited and standardized subset of English. ”
      • Proponents claim that Simplified English can:
      • Reduce ambiguity
      • Facilitate second language acquisition
      • Improve comprehension for people whose first language is not English
      • Make human translation cheaper and easier
      • Facilitate computer-assisted translation and machine translation
  7. Globalization and You You are Here
  8. Globalization: a confluence of events
    • End of the Cold War
      • Capitalism reaches Eastern Europe
      • Chinese economy thaws to the West
    • European Union (economy and language requirements.)
    • GATT and WTO (General Agreement on Trade and Tariffs and World Trade Org.)
    • NAFTA (Canada/USA/Mexico trade) and immigration
    • Growth of Internet and “dot.com” boom
    • Y2K and growth of India/off-shoring
  9. Globalization: end of the Cold War
    • Autumn 1989
      • Fall of Berlin Wall
      • Tiananmen Square stand off, Beijing
      • End of Soviet Union by 1991
    • End of the “Cold War”
      • Huge new market opens that was “out of sight, out of mind” for 77 years
      • China liberalizes economic policies, huge market opens
  10. Former Soviet Republics become viable markets
    • Now becoming common languages for Localization/Translation
    • Significant “Soviet Satellite” Languages:
    • Hungarian
    • Polish
    • Czech
  11. Mobility of Manufacturing and Services
    • General Agreement on Tariffs and Trade (typically abbreviated GATT )
      • Uruguay Round from 1986 to 1994, extended the agreement fully to new areas such as intellectual property, services, capital, and agriculture.
      • Out of this round the WTO (World Trade Org) was born.
      • Manufacturing (and Services) have moved offshore; more documentation not in English
  12. Recommended Reading
    • When USA firms had to prep for Y2K, few programmers available for “old” programs
    • Turned to East Indian firms
    • Work was fast, good
    • Broadband became common, jobs went off shore
    • Software and services become portable; national boundaries are porous
  13. Transformation of China
    • Fourth largest economy
    • Manufactures half the world’s motorcycles
    • Some predict will be No. 1 economy by 2050
    • Read “A Year Without Made in China” to see impact on consumer goods in USA
    • Manufacturing supply chains are now permanently multinational and multilingual
      • Impact on manufacturing instructions
      • English source content translation can affect paint with or with lead content
  14. European Union
    • Formally established 1993
    • Currency (Euro) strengthens against Dollar
    ? ? ?
  15. How does the EU affects me?
    • The EU has 23 official and working languages:
      • Bulgarian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hungarian, Italian, Irish, Latvian, Lithuanian, Maltese, Polish, Portuguese, Romanian, Slovak, Slovenian, Spanish and Swedish.
    • Medical devices and drugs require multilingual labels
  16. Internet commerce eliminates boundaries
    • English speakers now a minority on WWW
    • Developing countries using cell phones for internet more
    • Rental kiosks making Internet shopping available to villages in India
    • Shoppers with limited English twice as likely to buy when WWW site is their own language
    • Hispanic (Latin America Spanish) is fastest emerging market domestically
  17. The world has changed, but we haven’t
    • Virtually all USA managers grew up during the Cold War
    • Internet commerce is recent ; global impact not obvious to everyone
    • We (USA) live (almost) in entirely in an English-only environment
    • We (USA) have a fairly homogenous popular culture
    • Translation and Localization is still an afterthought for many enterprises
  18. Change in the last 7 years
    • In 2000, the three biggest countries by GDP were the U.S., Japan, and Germany.
    • The next four were France , Italy, the U.K., and China.
    • Seven years later China made it to the fourth slot.
    Source: “On the Web, Some Countries Matter More than Others” by Common Sense Advisory
  19. Balance of Language/Financial Power is shifting
    • Top 10 economies in 2007
    Source: “On the Web, Some Countries Matter More than Others” by Common Sense Advisory
  20. Balance of Language/Financial Power is shifting - cont
    • Probable top 10 economies in 2050
  21. Quiz: Which languages give you 76% of On-Line Access Population?
    • Question: name the 10 languages, in correct order:
      • English
      • French
      • Italian
      • German
      • Spanish
      • Japanese
      • Chinese-Simplified
      • Korean
      • Russian
      • Swedish
      • Portuguese
      • Chinese-Traditional
    • ANSWER
      • English
      • Chinese-Simplified
      • Japanese
      • Spanish
      • German
      • Portuguese
      • French
      • Korean
      • Italian
      • Russian
    Source: “On the Web, Some Countries Matter More than Others” by Common Sense Advisory
  22. Quiz: How do you reach 88% of the most economically active users?
    • Question: which 5 languages do you add to English to reach 88% of “spending” Internet users?
      • Chinese-Simplified
      • Japanese
      • Spanish
      • German
      • Portuguese
      • French
      • Korean
      • Italian
      • Russian
    • ANSWER
      • Japanese
      • German
      • Spanish (incl. USA)
      • French
      • Italian
      • “ FIGS-J”
    Source: “On the Web, Some Countries Matter More than Others” by Common Sense Advisory
  23. Your global markets will be tempered by sales opportunities
    • Chinese-Simplified
    • Czech
    • Danish
    • Dutch
    • Estonian
    • Finnish
    • French
    • German
    • Greek
    • Hungarian
    • Italian
    • Japanese
    • Latvian
    • Lithuanian
    • Norwegian
    • Polish
    • Portuguese
    • Russian
    • Slovak
    • Slovenian
    • Spanish
    • Swedish.
    Languages in a recent proposal for a medical device company (Doc and Help):
  24. Agenda
    • How you influence cost of Localization/Globalization
      • Future career opportunities
    • Overview of Localization Process
    • Common Challenges to Localization
  25. Agenda - cont.
    • Primary areas of Interest
      • Content creation:
        • Controlled or simplified English
      • Glossaries and Terminology
      • Managing Translation Memories
      • Text formatting and page layout
      • Graphics issues
    • Guidelines for selecting a Localization vendor
  26. INTRO: How You influence L10N costs
  27. Your areas of Influence
    • Text (content) structure
      • Controlled or Simplified English
      • Consistent wording to leverage previous translations
    • Terminology (glossaries) agreed upon definitions
    • Page Layout and template design
      • Text expansion in target languages
    • Text formatting issues
    • File management , directory structure and internal communications
    Source: “On the Web, Some Countries Matter More than Others” by Common Sense Advisory
  28. Overview of the L10N process
  29. Localization Processes
    • L10N Equilibrium
    • Establishing Expectations
    • Standard Processes
  30. Quality, Cost, Turnaround
    • An equilibrium of three opposing forces
    Time Cost Quality
  31. Understanding Roles (You)
    • Fundamentally you (customer) are responsible for:
    • Planning for localization early
    • Identifying internal contact(s)
    • Clearly identifying the scope of work
      • Format of the source material
      • Estimated word counts
      • Target markets/languages
    • Establishing priorities in timeline, cost and quality
  32. Understanding Roles (L10N vendor)
    • Your LSP (Language Service Provider) should:
    • Help you to set realistic expectations
    • Generate strong understanding of project scope
    • Provide accurate analyses
      • Estimated resources needed
      • Project timeline
    • Communicate consistently
    • Have an early warning system for unexpected problems
  33. Understanding Roles (Handoffs)
    • Common pitfalls and fixes
    • Lack of planning
      • Become educated
    • Terminology debates
      • Establish expectations with in-country representatives
      • Determine guidelines for glossaries
      • Glossaries will belong to you and can be used by multiple vendors
    • Conflicting priorities
      • Balance timeline , cost, and quality
  34. Defining the Project
    • Project scope
      • Format of the source material
      • Estimated word counts
      • Target markets/languages
    • Identifying “hidden” costs
      • Change orders
      • Rush charges
    • Project analysis and planning
    • Project timeline and milestones
  35. Typical Project Timeline
  36. Project Life Cycle
  37. Understanding the L10N Process 0.1K to 100K 10K to 500K 10K to 500K Typical sizes Compiled application (online) Compiled files (online) On PDF Proofreading Engineering, QA, linguists Engineering, Graphic design, QA, linguists Engineering, DTP, QA, linguists Team Resource files, string tables Source Web or Help, graphics Layout files, graphics Source Software Online Doc Doc
  38. Project Tracking and Communication
    • Project schedule & milestones
  39. Project Tracking and Communication
    • Communication
      • Handoff from LSP vendor to you
      • Status reports from LSP
      • Milestone deliverables
      • Feedback (post-mortem)
    • Change management
      • It happens
      • Send scope change
      • Expect impact on timeline, quality, or cost
  40. Documentation L10N Process Desktop Publishing Translation Pre-Process Translate Post-Process Import Screens Localize Graphics Grab Screens Engineering Translation Format 1 and Print Edit Format 2 and Format Proof Final Proof Final QA and Review
  41. Software L10N Process Set up Replicate Server Train Analyze Build Glossary Pre- Process Translate Edit Post-Process Build Site Format QA Verify Final QA Review Engineering Translation
  42. Web Site L10N Process Set up Replicate Server Train Analyze Build Glossary Pre- Process Translate Edit Post-Process Build Site Format QA Verify Final QA Review Engineering Translation
  43. Online Help L10N Process Pre- Process Engineering Translation Translate Edit Post- Process Compile Format QA Proof Final QA and Review Verify
  44. A Visual Representation Documentation Software Online Help Install,Setup,Analyze,Prep Setup,Analyze,Pre-Process Setup,Analyze,Pre-Process Glossary Glossary Glossary Translate Edit Translate Translate Merge, Build Resize Verify Edit Edit QA Screengrabs Format Post-process, Compile,Format Ship Proof QA Print/Ship Proof Verify QA Ship
  45. Creating and Reusing Content
  46. Translation Memory (TM)
    • This is a database of all of your previously translated content.
    • Content is segmented, usually on the sentence (not paragraph) level.
    • CAT tools for the linguist will suggest text with 100% or “fuzzy” matches when it can be found in TM
    • Translation Memory belongs to you; you paid for it!
  47. Working with Translation Memory
    • Linguist’s view with no Translation Memory (previously translated files)
  48. Linguist typed in this text
  49. 100% Match from Translation Memory
    • Linguist’s view when 100% of a text segment matches. There is no charge for such text if it is not “reviewed” or “proofed.”
    • Minimal charges if text is proofed/reviewed in context
  50.  
  51. Fuzzy match from TM
    • Linguist view
    • In this case, all text matches, except for one word.
      • Operator error can prevent text from matching that should:
        • Extra spaces between words
        • Hard returns to make text break “cosmetically”
  52. One word difference is highlighted here
  53. Brief Overview of Controlled English
    • Controlled English is appropriate for some applications:
      • Manufacturing
      • Software manuals with repetitive steps
      • Most simple tech doc with many actions or steps
    • Controlled English is not appropriate for:
      • Marketing literature
      • Content that must persuade the reader through “personality” <slides>
  54. Glossaries and Terminology
  55. Glossaries, a critical asset
    • Glossaries are your “corporate culture”, agreed upon definitions for key words and phrases
    • Must be created in English first
    • You (the customer) must decide what goes in
    • Machine translation tools can only be of limited use in starting a “huge” glossary
    • Glossary, translated into target languages, put linguists “on the same page” tone and style wise.
  56. Sample Glossary
  57. Challenges to Localization A sign in a Swiss hotel: Because of the impropriety of entertaining guests of the opposite sex in the bedroom, it is suggested that the lobby be used for this purpose.
  58. Formality
    • Japanese
    • 拝啓 時下ますますご清祥のこととお慶び申し上げます。平素は、格別のご高配を賜りまして、厚くお礼申し上げます。
    • English
    • Greetings, we are glad to hear that things are going well for you. I would like to express my appreciation for your loyal patronage.
  59. Foreign Text Issues Text expands when localized
  60. Cultural Issues Lotus 1-2-3 was released in Japan without the ability to create radar charts—a common way to represent data graphically in Japan.
  61. Cultural Issues--continued
    • Numerics
    • Calendars, dates & time
    • Addresses and contact info
    • Names
    • Currency
    • Sorting
  62. Linguistic Issues Word order changes in localized files.
  63. Graphics Issues Marijuana Death Scary Alien Bird Sanctuary or Slippery Road Xmas Tree or Candle Better Fiber Visual Plant of Some sort
  64. This Couldn’t Possibly Have a Negative Meaning Issues Perceived Existing Interpretation Unexpected Answer None Cyclone, hypnotism, voodoo, mental problems, dizziness, danger None Danger, cyclones, Bad storms / omens None Planned Use Calories Calories Sugar Female genitalia / fertility symbol, gambling, road hazard
  65. Graphics So Obvious There Couldn’t Possibly Be an Issue Intended Interpretation Unexpected Answer Iron Heavy Calcium Dog Food
  66. Doc structure affects L10N costs
  67. Goal: minimize Doc reassembly
    • CAT tools initially designed for simple file structure with sparse formatting
    • Character level formatting can be compromised
    • Considerable manual editing may be required to make formatting match English original
  68. Challenges with Graphics: Embedded graphics cost more in disc space and upload/download time Graphics that are “stapled” to page (float), not anchored, will disappear
  69. Embedded captions, more $$$
  70. Keyed captions, less $$$
  71. Text dependent Artwork = a major “No - No”
    • Product name supposed to fit w/in blue artwork
      • Have to manually resize all instances of such artwork
      • Word order can change in language (e.g “Interna” should be w/in the blue artwork)
    BEFORE: AFTER:
  72. How “Text/Art” can add $$$
    • 77 instances of artwork dependent on text
    • x 5 minutes edit/fix/proof
    • x 6 languages
    • ===========
    • = 38.5 extra billable hours
  73. English version lacks “expansion” depth 33% No expansion room No expansion room
  74. Revised template = expansion space during authoring
  75. Plan common column width from US English source to A4
    • US Eng doc size = 8.5 in by 11 in
    • A4 Euro doc size = 8.268 in by 11.693 in
      • Common text column width between templates avoids manually resizing tables and graphics
    This table would have to be resized
  76. About ENLASO
  77. ENLASO’s 30 Year History 1968 1998 2001 2002 2004 2005 RWS Group, PLC Founded RWS Group acquires Polyglot International RWS Group launches major software localization center in Boulder, Colorado RWS Group acquires Maryland life sciences language specialist, Translingua, Inc. US-based management led buyout of the localization division of RWS Group from Watertone Limited, a UK Company Expansion of production facilities in Boulder
  78. ENLASO
    • En terprise La nguage So lutions
    • Approximately 40 full-time resources worldwide
    • Central production handled in state-of-the-art facility in Boulder, Colorado with project managers in California, Colorado, and Maryland
    • ISO 9001: 2000 certified with rigorous quality process
    • On-going in-house custom development of client driven software products as well as a full complement of localization staff
    • Specialize in large, complex, multi-language projects
    • Focus on mid-tier client base.
  79. Best Resources Can Include
    • Desktop Publishers
    • Engineers
    • Iconographers
    • Labeling Experts
    • Process Analysts
    • Internationalization Engineers
    • Customer Satisfaction experts
  80. Core Services
    • Aggregate the best resources
    • Manage risk
      • Schedule
      • Price
      • Quality
    • Introduce efficiencies
    • Guarantee quality
  81. Industry Leadership
    • XML Internationalization and Localization written by ENLASO Engineer Yves Savourel
    • Available on Amazon.com
    • Considered to be the defining book on XML Internationalization and Localization
  82. Websites www.secondlife.com
  83. GUI
  84. Documentation
  85. Consulting & Training
    • Pre-flight software testing for Internationalization
    • Help determine best file format for document resources
    • Migration from Word to XML or FrameMaker
    • Localized Template development
    • Structured FrameMaker development
    • Localization internal management training
    • File conversion and migration
  86. Recommended Resources
    • Common Sense Advisory: http://www.commonsenseadvisory.com/
    • ENLASO tech doc resources: www.translate.com/framemaker
    • GALA or LISA membership
  87. Contact Information
    • Maxwell Hoffmann Manager of Consulting & Training [email_address] (805) 494-9571 work phone (805) 807-0853 cell phone

+ Scott AbelScott Abel, 3 years ago

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