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Localization 101: How to Avoid Being Left Behind in a Global Economy and Global Job Market - Presentation Transcript
Localization 101: How to Avoid Being Left Behind in a Global Economy and Job Market Maxwell Hoffmann Manager Consulting & Training
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
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.”
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.”
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.”
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
Globalization and You You are Here
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
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
Former Soviet Republics become viable markets
Now becoming common languages for Localization/Translation
Significant “Soviet Satellite” Languages:
Hungarian
Polish
Czech
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
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
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
Medical devices and drugs require multilingual labels
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
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
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
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
Balance of Language/Financial Power is shifting - cont
Probable top 10 economies in 2050
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
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
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):
Agenda
How you influence cost of Localization/Globalization
Future career opportunities
Overview of Localization Process
Common Challenges to Localization
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
INTRO: How You influence L10N costs
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
Overview of the L10N process
Localization Processes
L10N Equilibrium
Establishing Expectations
Standard Processes
Quality, Cost, Turnaround
An equilibrium of three opposing forces
Time Cost Quality
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
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
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
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
Typical Project Timeline
Project Life Cycle
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
Project Tracking and Communication
Project schedule & milestones
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
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
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
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
Online Help L10N Process Pre- Process Engineering Translation Translate Edit Post- Process Compile Format QA Proof Final QA and Review Verify
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!
Working with Translation Memory
Linguist’s view with no Translation Memory (previously translated files)
Linguist typed in this text
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
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”
One word difference is highlighted here
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>
Glossaries and Terminology
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.
Sample Glossary
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.
Greetings, we are glad to hear that things are going well for you. I would like to express my appreciation for your loyal patronage.
Foreign Text Issues Text expands when localized
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.
Cultural Issues--continued
Numerics
Calendars, dates & time
Addresses and contact info
Names
Currency
Sorting
Linguistic Issues Word order changes in localized files.
Graphics Issues Marijuana Death Scary Alien Bird Sanctuary or Slippery Road Xmas Tree or Candle Better Fiber Visual Plant of Some sort
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
Graphics So Obvious There Couldn’t Possibly Be an Issue Intended Interpretation Unexpected Answer Iron Heavy Calcium Dog Food
Doc structure affects L10N costs
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
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
Embedded captions, more $$$
Keyed captions, less $$$
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:
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
English version lacks “expansion” depth 33% No expansion room No expansion room
Revised template = expansion space during authoring
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
About ENLASO
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
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.
Best Resources Can Include
Desktop Publishers
Engineers
Iconographers
Labeling Experts
Process Analysts
Internationalization Engineers
Customer Satisfaction experts
Core Services
Aggregate the best resources
Manage risk
Schedule
Price
Quality
Introduce efficiencies
Guarantee quality
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
Websites www.secondlife.com
GUI
Documentation
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
Recommended Resources
Common Sense Advisory: http://www.commonsenseadvisory.com/
Presented at DocTrain East 2007 by Maxwell Hoffmann more
Presented at DocTrain East 2007 by Maxwell Hoffmann, ENLASLO -- This session will interest any technical communicator or content creator in the 21st Century workplace. In our post Cold-War economy, dynamics have changed that influence how we must all think through and deliver content. The “English only” market is shrinking on a daily basis.
With our global economy, there are few enterprises that can afford to keep content in English only. World markets and off-shore partners are moving all of us into an international, multilingual marketplace. The majority of internet users no longer have English as a primary language. Beyond product documentation and marketing materials, subcontracting and off-shoring of resources may involve patents and critical business information that is not yet available in English. In the USA, local Spanish is one of the fastest growing market segments.
This workshop will explore all critical aspects of localization and how you can get started in a sensible fashion to avoid mistakes up front that can multiply as a project goes into multiple languages.
Topics include:
* The role of Internationalization * Localization vs. Translation * Best practices for managing translation/localization projects * Common Translation methods * Common Translation tools * Benefits of a CMS solution for localization * What is Translation “Memory”? * Managing Translation Memory * The importance of a terminology glossary * Customer and vendor roles in managing a glossary * The Locale Concept * Formatting requirements; Writing System and Language * Major Localization Activities:
o Translation o Addition of locale specific features o Object adjustment for expansion o Change Management o Testing o Involvement of key groups (linguistic team, engineering, desktop publishing and project management) * Criteria for selecting a Localization Vendor o Selection criteria, requirements and research o Managing communications with localization vendors less
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