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Localization Project Management



Maria Asnes
December 2009
Outline
   What is Localization?
    ◦   Localization (L10N) vs. Translation
    ◦   Internationalization (I18N)
    ◦   Globalization
    ◦   Localization History

   Why Localization?

   Localization Tools

   Localization Project Workflow
    ◦   Major milestones
    ◦   People Involved
    ◦   Software Localization
    ◦   Documentation Localization
Localization vs. Translation
   LOCALIZATION (L10N ) is the adaptation of a product to a new language and
    culture. A localized program should be indistinguishable from a program written by
    members of that culture

   TRANSLATION is the simple changing of words and phrases from one language
    to another. It does NOT take into account, the cultural differences between the
    people and the countries of the source and target languages.

   Example:
    ◦ English: President Barack Obama approved the budget of ten million dollars for the celebrations
      of the 4th of July in Washington DC.

    ◦ French Translation: Le président Barack Obama a approuvé le budget de 10 millions de dollars
      pour les festivités du 4 juillet à Washington.

    ◦ French Localization: Le président Nicolas Sarcozy a approuvé le budget de 7 millions d’Euros
      pour les festivités du 14 juillet à Paris.
Internationalization
   INTERNATIONALIZATION (I18N) is a process of generalizing a product
    so that it can handle multiple languages and cultural conventions without redesign.
    During this process, linguistic and cultural elements are isolated from the code.


   Things to consider:
    ◦ Country-specific institutions : date/time format, holidays, telephone and address
      format, measuring units, paper sizes, default font selection, case differences, word
      separation and hyphenation, taxes, etc.
    ◦ Graphics and graphical symbols such as money ($, €, £,¥)
    ◦ Text expansion: number and length of words, sentence structure and punctuation.
    ◦ Character sets and fonts
    ◦ Terminology, abbreviations, acronyms, and jargon.
    ◦ Lists and Indexes (sorting/alphabetizing)
    ◦ Software: GUI (e.g use of color) and text
    ◦ Documentation: concise, clear, no slang or jargon, no culture-specific examples
Globalization = I18N + n x L10N




    The greater the level of effort spent on internationalization, the
                 lesser the effort spent on localization.
Localization History
   Started in 1980s
   Introduction of desktop computers -> need for localized software
   More than just translation: project management involving translators,
    editors, proofreaders.
   New technologies : Computer-Aided Translation (CAT) and Translation
    Memory (TM) tools
   1990s – Consolidation of the Localization Industry
    ◦ More localization service providers
    ◦ Emergence of a relatively standard production
      outsourcing framework.
    ◦ Further professionalization : industry organizations,
      conferences, publications, academic interest and
      generally increased visibility.
Why Localize?
   Some facts:
       English speakers : only ¼ of the world
        population (some level of competence).
       Nearly 5 billion people are unreachable
        without translation
       More non-English speakers use localized
        software.
       Most software users expect their software
        to be written in their own language.
       US software dominates the world market :
        about 80% of software is localized from
        English into other languages
       Typical localization priorities: FIGS
        (French, Italian, German, Spanish) and
        Japanese.
   Why localization is needed?
    ◦ Increase Revenue
    ◦ Engage customers more effectively
    ◦ Maintain global brand recognition
How to localize? Localization Tools
   Computer-Aided Translation (CAT) tools
    ◦ Segmentize the text into sentences
    ◦ Present the text in a convenient way to a translator
    ◦ Save the translation together with the source text in the
      Translation Memory (TM)
    ◦ Reuse of the Translation Memory in future translations
    ◦ Fuzzy Search: can find segments which do not match 100 %.
    ◦ Terminology Glossary lookup

   Importance of using the CAT Tools
    ◦ Translation consistency and uniformity in terms usage
    ◦ Saving localization costs: repetitions are charged less then new
      strings
    ◦ Saving time
Translation Using CAT and TM Tools
Localization Project Components
                                    LOCALIZATION
                                      PROJECT




                 SOFTWARE          DOCUMENTATION         HELP

      Program Files                  PDF           Web Help

       Sample Files                Tutorials

           Demos




             December
December 26, 2009       26, 2009
Localization Project: Major Milestones
   Project Initiation:
    ◦ Pre-Sales: a request for localization comes from Sales/Operations
    ◦ Analysis of Source Material: what files should be translated
    ◦ Scheduling and Budgeting: L10N PM asks for detailed quotes from several localization
      vendors (costs, schedule, work to be done, deliverables)
    ◦ Kick-Off: L10N PM organizes a kick-off meeting with the L10N vendor
    ◦ Terminology Setup: prepare a Glossary of special terms used in your industry.
    ◦ Preparation of Source Material : prepare a L10N Kit (localizable files, detailed explanation,
      required deliverables)
   Translation
    ◦ Translation of Software
    ◦ Translation of Online Help and Documentation
   Engineering and Testing the Software
   Screen captures
   Help Engineering and Desktop Publishing (DTP) of Documentation
   Product QA and Delivery
   Project Closure
People Involved: Interaction Touchpoints
     Software Vendor                               Localization Vendor


          Sales                                     Account Manager


      L10N Project
        Manager                                   L10N Project Manager



                           Local
PM     R&D            QA            Engineering       Translation          DTP
                           Expert

                                    CAT Tools                              DTP
                                                       Translators
                                    Engineer                             Operator


                                        QA            Proofreaders
       December 26, 2009
Software Localization Flow
                                                                      Approve

  Prepare Files                                           6.
                                                                     Distribute

   Guidelines                                          RELEASE
                                                                                Validate
                                       PM
 Send to Vendor 1. PREPARE                                                      Correct
                                                                   5. TEST
                  L10N KIT                                      LANGUAGE & UI
                                L10N        Local
                                 PM         Expert

                        L10N
                                                QA                   4. TEST
    2. TRANSLATE      VENDOR                                      FUNCTIONALITY
  Extract                                                                    Validate
 Translate                          R&D                                          Correct

 Proofread
                             3.   INTEGRATE
 Update TM                                           Integrate

                                               Prepare a build
Documentation Localization Flow
                                                                      Approve
  Prepare Files                                                       Distribute
                                                      6.   RELEASE
   Guidelines
                                                                                Validate
                                             PM
 Send to Vendor   1.PREPARE                                                Correct
                    L10N KIT                                   5. PROOFREADING

                               TW/          Local

                           L10N PM           Expert

    2. TRANSLATE                                                4. SCREENSHOTS

  Extract                              L10N                                       Install
 Translate                         VENDOR                                        Take
                                                                             Screenshots
 Proofread                                                                         Deliver
                                 3.   DTP
 Update TM                                            Format

                                                   Prepare Output

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Localization Project Management

  • 2. Outline  What is Localization? ◦ Localization (L10N) vs. Translation ◦ Internationalization (I18N) ◦ Globalization ◦ Localization History  Why Localization?  Localization Tools  Localization Project Workflow ◦ Major milestones ◦ People Involved ◦ Software Localization ◦ Documentation Localization
  • 3. Localization vs. Translation  LOCALIZATION (L10N ) is the adaptation of a product to a new language and culture. A localized program should be indistinguishable from a program written by members of that culture  TRANSLATION is the simple changing of words and phrases from one language to another. It does NOT take into account, the cultural differences between the people and the countries of the source and target languages.  Example: ◦ English: President Barack Obama approved the budget of ten million dollars for the celebrations of the 4th of July in Washington DC. ◦ French Translation: Le président Barack Obama a approuvé le budget de 10 millions de dollars pour les festivités du 4 juillet à Washington. ◦ French Localization: Le président Nicolas Sarcozy a approuvé le budget de 7 millions d’Euros pour les festivités du 14 juillet à Paris.
  • 4. Internationalization  INTERNATIONALIZATION (I18N) is a process of generalizing a product so that it can handle multiple languages and cultural conventions without redesign. During this process, linguistic and cultural elements are isolated from the code.  Things to consider: ◦ Country-specific institutions : date/time format, holidays, telephone and address format, measuring units, paper sizes, default font selection, case differences, word separation and hyphenation, taxes, etc. ◦ Graphics and graphical symbols such as money ($, €, £,¥) ◦ Text expansion: number and length of words, sentence structure and punctuation. ◦ Character sets and fonts ◦ Terminology, abbreviations, acronyms, and jargon. ◦ Lists and Indexes (sorting/alphabetizing) ◦ Software: GUI (e.g use of color) and text ◦ Documentation: concise, clear, no slang or jargon, no culture-specific examples
  • 5. Globalization = I18N + n x L10N The greater the level of effort spent on internationalization, the lesser the effort spent on localization.
  • 6. Localization History  Started in 1980s  Introduction of desktop computers -> need for localized software  More than just translation: project management involving translators, editors, proofreaders.  New technologies : Computer-Aided Translation (CAT) and Translation Memory (TM) tools  1990s – Consolidation of the Localization Industry ◦ More localization service providers ◦ Emergence of a relatively standard production outsourcing framework. ◦ Further professionalization : industry organizations, conferences, publications, academic interest and generally increased visibility.
  • 7. Why Localize?  Some facts:  English speakers : only ¼ of the world population (some level of competence).  Nearly 5 billion people are unreachable without translation  More non-English speakers use localized software.  Most software users expect their software to be written in their own language.  US software dominates the world market : about 80% of software is localized from English into other languages  Typical localization priorities: FIGS (French, Italian, German, Spanish) and Japanese.  Why localization is needed? ◦ Increase Revenue ◦ Engage customers more effectively ◦ Maintain global brand recognition
  • 8. How to localize? Localization Tools  Computer-Aided Translation (CAT) tools ◦ Segmentize the text into sentences ◦ Present the text in a convenient way to a translator ◦ Save the translation together with the source text in the Translation Memory (TM) ◦ Reuse of the Translation Memory in future translations ◦ Fuzzy Search: can find segments which do not match 100 %. ◦ Terminology Glossary lookup  Importance of using the CAT Tools ◦ Translation consistency and uniformity in terms usage ◦ Saving localization costs: repetitions are charged less then new strings ◦ Saving time
  • 9. Translation Using CAT and TM Tools
  • 10. Localization Project Components LOCALIZATION PROJECT SOFTWARE DOCUMENTATION HELP Program Files PDF Web Help Sample Files Tutorials Demos December December 26, 2009 26, 2009
  • 11. Localization Project: Major Milestones  Project Initiation: ◦ Pre-Sales: a request for localization comes from Sales/Operations ◦ Analysis of Source Material: what files should be translated ◦ Scheduling and Budgeting: L10N PM asks for detailed quotes from several localization vendors (costs, schedule, work to be done, deliverables) ◦ Kick-Off: L10N PM organizes a kick-off meeting with the L10N vendor ◦ Terminology Setup: prepare a Glossary of special terms used in your industry. ◦ Preparation of Source Material : prepare a L10N Kit (localizable files, detailed explanation, required deliverables)  Translation ◦ Translation of Software ◦ Translation of Online Help and Documentation  Engineering and Testing the Software  Screen captures  Help Engineering and Desktop Publishing (DTP) of Documentation  Product QA and Delivery  Project Closure
  • 12. People Involved: Interaction Touchpoints Software Vendor Localization Vendor Sales Account Manager L10N Project Manager L10N Project Manager Local PM R&D QA Engineering Translation DTP Expert CAT Tools DTP Translators Engineer Operator QA Proofreaders December 26, 2009
  • 13. Software Localization Flow Approve Prepare Files 6. Distribute Guidelines RELEASE Validate PM Send to Vendor 1. PREPARE Correct 5. TEST L10N KIT LANGUAGE & UI L10N Local PM Expert L10N QA 4. TEST 2. TRANSLATE VENDOR FUNCTIONALITY Extract Validate Translate R&D Correct Proofread 3. INTEGRATE Update TM Integrate Prepare a build
  • 14. Documentation Localization Flow Approve Prepare Files Distribute 6. RELEASE Guidelines Validate PM Send to Vendor 1.PREPARE Correct L10N KIT 5. PROOFREADING TW/ Local L10N PM Expert 2. TRANSLATE 4. SCREENSHOTS Extract L10N Install Translate VENDOR Take Screenshots Proofread Deliver 3. DTP Update TM Format Prepare Output