Case Studies: Terminology and Software Localization
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1 Case Studies: Terminology and Software Localization Terminology Summer School - Cologne July 2007 Klaus-Dirk Schmitz Institute for Information Management Faculty 03 University of Applied Sciences Cologne [email protected] Internationalization (I18N) Developing a product or service in such a way that it will be easy to adapt it to other markets (languages and cultures) Goal: eliminate the need to redevelop, reprogram or recompile the original product / content Carried out by the development group in conjunction with the localization people 1
2 Localization (LI0N) Adapting a product or service to a local or regional market Goal: Appropriate linguistic and cultural aspects Performed by translators, localizers, language engineers? 2
3 I18N and L10N Localization Internationalization I18N and L10N: Goal I18N and L10N comprise the whole of the effort involved in enabling a product. I18N is stuff you have to do once. L10N is stuff you have to do over and over again. The more stuff you push into I18N out of L10N, the less complicated & expensive the process becomes. 3
4 Locale Geographically a region of a particular market (e.g. the Italian speaking area of Switzerland) In IT a set of information and codes associated with a specific region character set, writing system, keyboard layout format for date, time, currency, units of measurement format of addresses etc. Software localization: what + how Software product Documentation Website Software Paper Online Program Example Help Manual Tutorial Menu Dialog Message 4
5 Localizing documentation Localizing printed documentation (handbook, manual, installation guide, packaging material etc.) is similar to traditional translation of LSP texts. Tools: editor word processor DTP software translation memory terminology system 5
6 Localizing online help When localizing online help, you have to care about formatting information (HLP, CHM,...), document structure and links. Tools: editor (HTML) word processor (RTF) translation memory terminology system localization software 6
7 Localizing websites When localizing websites (and HTML help), you have to care about formatting information (HTMP), document structure, links and multimedia elements. Tools: editor (HTML, tag) translation memory terminology system <HTML> <HEAD><TITLE>MultiTerm Web Interface</TITLE></HEAD> <BODY bgcolor=white link="navy" vlink="gray" leftmargin=0 topmargin=0><font face="verdana, arial"><table width=85% cellpadding=5 cellspacing=5><tr> <TD valign=top><img SRC="images/muwigray.gif" WIDTH="34" HEIGHT="603" ALT=""></TD> <TD valign=top><img SRC="images/webint.gif" WIDTH="413" HEIGHT="23" BORDER="0" ALT="MultiTerm Web Interface"> <P><H2>Terminology Access over the Internet/Intranet</H2></P> <P><IMG src="images/wbint.gif" border="0" width="121" height="101" align=right> <B>Have you</b> ever wished you could produce a company dictionary, easily accessible at all times by all your colleagues? Now you can - with MultiTerm Web Interface, the <A HREF=" product for terminology access over the Internet. Just put your Company Dictionary on the </P> 7
8 Localizing software editor localizer/ translator LION tool developer user TXT source text Do while I < 100 I = I + 1 Print "Zähler =", I Wend resource files compiler linker EXE program binary files Localizing software When localizing software, you have to differentiate between the localization of resource files (RC) and the localization of executable files (EXE, DLL,...). Different treatment of menus, dialog boxes, tool tips, (error) messages etc. Tools: editor (RC, tag) localization software (translation memory) terminology system 8
9 Terminology for software localization The selection of appropriate terminology with well defined concepts as well as the correct and consistent usage of terms are pre-conditions for successful software development and software localization: very often innovative domains and topics large projects with many persons involved consistent terminology through all parts of the software product pre-defined terminology (operating system, related software, laws and regulation, corporate language) 9
10 Terminology: cost-benefit High-quality terminology work is time-consuming and therefore expensive. The more persons or applications make use of the terminology, the better the benefit. The earlier terminology work starts, the more efficient will be the process of software development and software localization. product liability, user satisfaction, time to market, etc. *Kick-off Analysis Source Mat. Scheduling & Budgeting Prepare Source Mat. Setup Terminology Localization QA = QA Procedure Establish Equivalents Screen Captures Software Translation Software Engineering Software Testing * Pre-Sales Activity Translate Online Help Translate Documentation Test Online Help DTP Product QA & Delivery Esselink Project Closure 10
11 Software development and localization workflow Software development Localization workflow simple, no, but late on the int. market Software development and localization workflow Software development Localization workflow complex, huge, very early LION, simship Terminology needed very early! 11
12 Internationalization and localization aspects in content development Content development taking into consideration the process of internationalization and localization has to take care about e.g.: terminology, symbols (illustrations, character sets, fonts, colors, typography, style, formats etc.) More aspects are discussed in: Schmitz/Wahle (2000): Softwarelokalisierung Reineke/Schmitz (2005): Einführung in die Softwarelokalisierung Terminology for content development Terminology must be defined accurately and used consistently at least within: one document one product one company or organization Only one term for each concept (avoid synonyms!) Only one concept for each term (avoid homonyms!) 12
13 Terminology for software users Selection and creation of terms: transparency consistency appropriateness linguistic economy derivability linguistic correctness preference for native language Transparency The concept designated by the term can be inferred without a definition The meaning of the term is visible by: morphological motivation page setup, error message data network identification code* network printing device setup* semantic motivation mouse, worm, virus, infected file, vulnerability firewall* 13
14 Transparency: fire wall Transparency: fire wall 14
15 Transparency: fire wall Consistency The term is used consistently in all parts of the product (e.g. software products): menues, dialog boxes, error messages online help, tutorial documentation, packaging material, website return key, input key, enter key, line feed, carrage return, acknowledge key etc. update, hotfix, update rollup, security pack, private fix etc. 15
16 Consistency Can you image that both user(goup)s will use and understand the same term for a given concept? Consistency: terms shortcut key keyboard shortcut access key hotkey hot key accelerator key keyboard accelerator Matthias Heyn, SDL, tekom-jahrestagung
17 Consistency: spelling Rec. No. Record No. Rec.-No. Rec # Rec No. Rec. No.: Rec. Number Rec. Number: Record number Appropriateness Appropriateness means that terms: have to be familiar to the user (localization!) don t cause confusion or insecurity have no negative connotations (neutral, politically correct) express installation (only components needed) network installation (all components) system error, severe error, fatal error, user error etc. master/slave, web designers bible, knowledge nugget etc. 17
18 Appropriateness Appropriateness 18
19 Other features Linguistic economy Ultrakurzwellenüberreichweitenfernsehrichtfunkverbindung Derivability medicinal plant vs. herb --> herbal, herbalist,... Linguistic correctness aktualisieren vs. updaten, geupdated, upgedatet,... Preference for native language Startseite vs. Homepage Symbols & icons Symbols and icons are very often used to optimize communication with the user as well as to optimize localization efforts Although symbols are language-free, they are very much dependant on the cultural environment of the user Symbols are very often taken from common sphere of life and use allusions (concrete vs. abstract), homonymy or even homophony 19
20 Symbols & icons (e.g. software) EN: trash DE: Papierkorb EN: clipboard DE: Zwischenablage EN: home DE: Anfang / Startseite EN: table (spreadsheet) DE: Tabelle EN: paws = pause (in a game) DE: Tatzen Pause Symbole Which symbol you would choose for incoming? 20
21 Tools for software localization Consistent terminology needed across all components of a software product, therefore terminology management systems (internally + externally) repetitive texts allow for translation memory systems localization of the program itself requires specific localization software complexity and tide schedules require project management tools Tools for software localization Established interaction between terminology management and translation memory software Cooperation between terminology management and localization tools still lacking Established principles of terminological data modeling are not always adequate for software localization terminology solutions Specific solution needed 21
22 Specific terminology solution needed! Which additional data categories are needed for software localization terminology management? Is it helpful to know, if the term appears in a menu, in a dialog box, in an error message, in an online help file or in the manual? Is it helpful to know, if e.g. the term within a dialog box refers to a check button, push button or radio button? Activate Task List = Aktiviert die Aufgabenliste Aufgabenliste aktivieren Aktivieren Sie die Aufgabenliste (status line / dialog box / user request) Research needed! What is a terminological unit? What is a concept? Format Print Save as... Copy file Date and Time Convert into Adobe PDF and send via Unexpected error in application program File %f could not be opened etc. 22
23 Specific datcats for localization Development environment Project String ID Context (LionContext) Source Term Full form (uncleanedform) Linguistic type Part of speech Parameter Hotkey Shortcut Specific datcats for localization LION-type: Menu type: Menu item (MI) Dialog box type: Dialog box (DB), Group box (GB), Text box (TB), Combo box (CB), Combo box element (CBE), Check box (CHB), Tab (T), Push button (PB), Radio button (RB), Spin box (SB), Progress bar (PRB), Slider (SL) Message type: Informative message (IM), Interactive message (IAM), ToolTip (TT) Table: Table text (TAT) User defined type (UDT) 23
24 LION-type: example Menu type: Menu item (MI) LION-type: example Dialog box (DB) 24
25 LION-type: example Group box (GB) Text box (TB) LION-type: example Combo box (CB) Combo box element (CBE) Check box (CHB) 25
26 LION-type: example Tab (T) ToolTip (TT) LION-type: example Push button(pb) Radio button(rb) Spin box(sb) 26
27 LION-type: example Informative message (IM) Interactive message(iam) Extension of ISO 12620: new datcats for TBX 27
28 Predefined termbase template for software localization in MultiTerm 2007 Predefined termbase template for software localization in MultiTerm
29 Predefined termbase template for software localization in MultiTerm 2007 Conclusion I The creation of transparent, motivated, appropriate and consistent terminology is a pre-condition for the ease-of-use of software products and the empowerment of end-users Therefore, terminology theory, working methods and applications are important for software development and localization Diligent terminology (management) does not only help end-users but also documentation and localization experts 29
30 Conclusion II Only a proactive and multi-disciplinary terminology approach will really help. proactive: when concepts are created and named multi-disciplinary: programmers, interface designers, technical writers, web designers, marketing experts, hotline people, localizers etc. Conclusion III Specific terminology data modelling (incl. datcats) is required for software localization. Interfaces and data interchange features are needed between software development platforms, localization tools and terminology management systems. (Adaptation of TBX and XLIFF) Research in the field of general terminology theory is necessary: what are objects and concepts in software user interfaces? 30
31 Thank you for your attention Prof. Dr. Klaus-Dirk Schmitz Fachhochschule Köln Fakultät 03 - ITMK/IIM Mainzer Str Köln [email protected] 31
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