See discussions, stats, and author profiles for this publication at: https://www.researchgate.net/publication/329102414 Computer-Assisted Translation (CAT) Tools in the Translator Training Process Book · November 2018 DOI: 10.3726/b14783 CITATIONS READS 26 10,942 1 author: Michał Kornacki University of Lodz 22 PUBLICATIONS 66 CITATIONS SEE PROFILE All content following this page was uploaded by Michał Kornacki on 06 August 2021. The user has requested enhancement of the downloaded file. 1 Table of contents MICHAŁ KORNACKI DEPARTMENT OF TRANSLATION STUDIES, INSTITUTE OF ENGLISH STUDIES FACULTY OF PHILOLOGY, UNIVERSITY OF ŁÓDŹ COMPUTER-ASSISTED TRANSLATION (CAT) TOOLS IN THE TRANSLATOR TRAINING PROCESS 1 Table of contents Table of contents Table of contents ............................................................................................................... 1 Acknowledgments ............................................................................................................ 3 Chapter 1. Introduction ..................................................................................................... 4 Chapter 2. The role of a translator in the modern world................................................. 11 Chapter 3. Translation competence ................................................................................ 18 3.1. Linguistic and general competence ...................................................................... 18 3.2. Translation competence ....................................................................................... 19 3.2.1. The PACTE model of translation competence .............................................. 23 3.2.2. The EMT model of translation competence .................................................. 29 3.2.3. The TransComp model of translation competence ........................................ 34 3.2.4. Comparison of the presented models ............................................................ 36 3.3. Translation competence vs. translator’s computer competence ........................... 37 3.3.1. Computer competence skills.......................................................................... 38 Chapter 4. Translator training ......................................................................................... 52 4.1. Developing translation competence ..................................................................... 52 4.1.1. Translation competence acquisition model ................................................... 52 4.1.2. Pedagogical perspective ................................................................................ 54 4.1.3. Creating technology-oriented translation course ........................................... 62 4.2. University training programmes .......................................................................... 75 4.3. In-class activities .................................................................................................. 78 4.4. Challenges for translation trainers ....................................................................... 80 4.5. Translation strategies in the translation classroom .............................................. 81 4.5.1. Direct translation procedures ......................................................................... 87 4.5.2. Oblique translation procedures ...................................................................... 90 4.5.3. Translation procedures in the context of CAT tools ..................................... 92 Chapter 5. Computers in translation ............................................................................... 94 5.1. Machine Translation (MT) ................................................................................... 94 5.1.1. Rule-based MT (RBMT) ............................................................................... 97 5.1.2. Statistical Machine Translation (SMT) ......................................................... 98 5.1.3. Hybrid MT ..................................................................................................... 99 5.2. Computer-assisted translation ............................................................................ 100 5.3. Terminology disambiguation ............................................................................. 104 5.4. CAT-based translation process .......................................................................... 116 5.5. Translator vs. computer in contemporary professional translation .................... 122 Chapter 6. Research ...................................................................................................... 129 6.1. Aims of the research study ................................................................................. 129 6.2. Courses available on the market ........................................................................ 129 6.3. Determining justification for the research .......................................................... 134 6.4. Methodology behind the main research ............................................................. 138 6.4.1. CAT environment ........................................................................................ 138 2 Introduction 6.4.2. Timeframe .................................................................................................... 139 6.4.3. Test groups ................................................................................................... 139 6.4.4. Test documents ............................................................................................ 139 6.4.5. Translation memories................................................................................... 140 6.4.6. Errors in translation memories ..................................................................... 142 6.4.7. Stages, phases, and preparation of students ................................................. 150 6.4.7.1. Preparation of students .......................................................................... 151 6.4.8. Data collection methods ............................................................................... 155 6.5. Course of the research ........................................................................................ 162 6.5.1. Stage I Phase I .............................................................................................. 163 6.5.2. Stage I Phase II ............................................................................................ 164 6.5.3. Stage II Phase I ............................................................................................ 165 6.5.4. Stage II Phase II ........................................................................................... 165 6.6. Data and analysis ................................................................................................ 166 6.6.1. Time ............................................................................................................. 166 6.6.2. Errors............................................................................................................ 168 6.6.3.1. Stage I Phase I results............................................................................ 169 6.6.3.2. Stage I Phase II results .......................................................................... 170 6.6.3.3. Stage II Phase I results .......................................................................... 171 6.6.3.4. Stage II Phase II results ......................................................................... 171 6.6.4. Analysis........................................................................................................ 172 7. Results and conclusions ............................................................................................ 173 References ..................................................................................................................... 180 Appendices .................................................................................................................... 195 Appendix 1: List of procedures for CAT-based translation ...................................... 195 Appendix 2: Main research source document – Phase I ............................................ 195 Appendix 3: Main research source document – Phase II .......................................... 200 Appendix 4: Student results per stage ....................................................................... 204 Introduction 3 Acknowledgments This book would not be possible had it not been for a number of people whom I would like to thank here heartily. First of all, I would like to thank Professor Łukasz Bogucki for his support and supervision over my research, as well as for accommodating this contribution in the Łódź Studies in Language series. I am also thankful to dr Paulina Pietrzak for her constant inspiration and guidance throughout the project. I wish to thank Professor Piotr Stalmaszczyk and Professor Gary Massey for their invaluable comments and advice regarding the main research, as well as for their continuing support in my endeavours. Thanks are also due to Professor Konrad Klimkowski and Professor Łukasz Grabowski for their deep insight and critical comments on an earlier version of this work, and to Tamás Ritter and Peter Reynolds (Kilgray) for providing the CAT tool (memoQ) for the research. I am also thankful for help and advice from my colleagues at the University of Łódź. Finally, I want to thank the one person without whom all of this would not be possible – my wife, Ania. Thank you. Michał Kornacki 4 Chapter 1. Introduction Translation has been employed in various forms since the dawn of civilisation. The very first organised human cultures needed translation, initially oral and then written following the invention of writing systems. Eugene Nida (1988: 23) associates the beginning of translation with Septuagint, which was probably the first translation of Hebrew Old Testament into Greek (ca. 3rd century BCE). Douglas Robinson (1997, 2002: 7), on the other hand, finds beginnings of translation in techniques employed by Marcus Tullius Cicero (106-43 BCE) in De optimo genere oratorum. Cicero translated two Greek letters into Latin, thus explaining the process: I did not translate them as an interpreter, but as an orator, keeping the same ideas and the forms, or as one might say, the “figures” of thought, but in language which conforms to our usage. And in so doing, I did not hold it necessary to render word for word, but I preserved the general style and force of the language. For I did not think I ought to count them out to the reader like coins, but to pay them by weight, as it were (translated by H. M. Hubbell, available at https://www.loebclassics.com/view/LCL386/1949/volume.xml). The demand for translators resulted in a more conscious approach to translator education. Anthony Pym (2009: 1) suggests that origins of more extensive training programmes could be found in the “elaborate Chinese institutions for the translation of Buddhist texts (4th to 9th centuries), in the “House of Wisdom” in the 9th century Baghdad, or in cathedral chapters as in the 12th century Toledo.” Conflicts fostered translation since it was necessary to understand one’s enemy. Even European colonists in America employed basic translator training in order to train captured natives to serve them as interpreters and help them in contacts with the local population. One common thing was that translator training was carried out locally, at the place it was needed, which meant that state borders, places where civilisations met, witnessed more rapid development in the field. Again, Pym (2009) names such examples as schools training French interpreters in Constantinople (1669), the Diplomatic Academy of Vienna (1754), Al-Alsun school of translation in Egypt (1835) or an increasingly fast development of translation schools in China (19th century), with Yan Fu in charge of several translation schools in China, starting from 1896. It is worth noting that initially translator training was state-controlled to ensure both translation quality and allegiance of translators, especially in Europe (see Caminade and Introduction 5 Pym 1998; Pym 2009); however, such attitude was not uniform around the world. On the other hand, in Spanish America “translator training was more closely related to sworn translation which was a tool used to maintain juridical regime, employed in turn to control colonies” (e.g. Translation curriculum at the Law Faculty, University of Uruguay, 1885) (Pym 2009). It shows that translator training programmes were very diversified, depending on local political or institutional requirements. The 20th century and events like the World War II (the Nuremberg trials in particular, which hinted at the future role of interpreters in international institutions) emphasised the importance of translation in national and cross-country communication. The first programmes aimed at “training professional translators and interpreters were introduced at the University of Geneva, Switzerland, in 1941, Vienna, Austria, in 1943, Mainz-Germersheim, Germany, in 1946 and Georgetown, USA, in 1949, for example” (Schäffner and Adab 2000: vii). The start of the Cold War was a real turning point for Translation Studies. Suddenly everyone realised the import of knowledge that could be gained by translating foreign data, like military strategies, plans, and other classified information. The need to be able to translate vast quantities of data in short periods of time led, at least partially, to Warren Weaver Memorandum in July 1949. The memorandum was crucial for the development of machine translation (MT) as it outlined aims and methods of linguistic research in the field of MT way before computer capabilities became known to researchers, first in the US and then around the world (see MT News International, no. 22, July 1999). The rise in general awareness and need both for regular translators and machine translation led to the creation of specialised academic translation programmes. Those were meant to produce highly skilled individuals who could provide translation services in the civilian world on the one hand, and research and develop suitable MT solutions on the other. In 1954 Georgetown MT research team presented their working MT system (see Hutchins, 1994). In 1964 ALPAC (Automatic Language Processing Advisory Committee) was formed to study MT and evaluate overall progress in computational linguistics. The committee had a very negative impact on MT in general. Over the next 20 years the research in the field was severely hampered but ultimately led to the development of, among others, translation memory technology, first commercially employed by SDL in the 1990s. The European Union and its need for legislation and other documents to be rendered in the official languages of all member states significantly increased the demand for both Michał Kornacki 6 highly skilled human translators/interpreters and automated translation systems. However, even more important drive factors behind this growth of importance of translation included a total overhaul of economies of developed countries in the 1980s (privatisation and deregulation) (see Castells, 1980), the “advent of computer technology (silicone semiconductors and computer on a chip), and emergence of computer software” (Cronin, 2003), which made it possible to develop computer-assisted translation tools. What is more, translation as such started to be seen in terms of a vocation, which facilitated integration of translator training programmes into university structures. According to Pym (2009), unemployment amongst students resulted in increased demand for translator training programmes since young people saw this as an opportunity to find a job, even though there was no rise in demand for full-time translators and interpreters. There are countries, though, where demand for quality translators exceeds the capacity of an education system, e.g. China (see Schäffner and Adab 2000; Pym 2009). In the end, and thanks to the access to all kinds of computer tools facilitating translation, a significant portion of all translation traffic is translated by underqualified people, prone to errors and major setbacks. Data from a number of European Commission surveys show that freelance (self-employed) translators constitute about 74% of the total number of translators in Europe. Apart from Slovakia, no European country regulates the profession of translator. Therefore, even an unqualified person can work as a freelance translator. Some states do impose specific requirements on sworn or authorised translators, but those requirements vary from state to state, if they are in force at all (see Pym, Grin, Sfreddo and Chan, 24 July 2012). The book will discuss student-computer interaction in the context of computerassisted translation (CAT) course. An attempt will be made to show that the currently employed CAT teaching methods may result in students relying too much on the CAT software, and that the incorporation of problematic aspects of external data verification leads to increased awareness and better quality of student translations. The primary goal of the book is to diagnose how CAT tools work and to identify students’ needs in regard to CAT skills acquisition process. What is more, the book will attempt to define teaching goals for the translator training process in the context of the use of CAT tools. CAT tools are state-of-the-art computer programs that allow human translators to translate faster and with better quality (Bundgaard, Christensen and Schjoldager, 2016). However, their advantages are to be clearly seen in the case of certain types of (mostly Introduction 7 scientific and technical – see Fernández-Parra, 2010) texts due to the fact that such texts follow similar style and structure patterns and, as a result, are repetitive to a certain degree. In order to stay competitive on the market (the need to work with client-provided translation memories; optimise work time to translated pages ratio; and increase output volume and rates per page), a translator is left with no choice but to utilise the latest translation technology (Pym, 2009; Christensen and Schjoldager, 2016). A variety of different tools is available on the market at the moment of writing this book (2017). They include advanced formatting-capable word processors, TM-based solutions, automated glossaries, machine translation, corpora, and more. A successful translator is required to know and accommodate these resources in order to achieve best possible results. However, one has to be aware of the dangers the technology brings about and know how to negate them. The quality of contemporary computer resources may lead to misplaced trust in the feedback obtained from them, occasionally resulting in lower quality translation. Such over-reliance brings about questions whether computers could replace humans in translation. In fact, some researchers agree that while combination of various computer resources “can be expected to replace fully human translation in many spheres of activity” (Pym, 2012, p. 487). At the same time, translators are expected to become posteditors, refining computer translation (idem.). Even today some types of specialised texts allow CAT users to revise and approve automated translation output, providing their own translation only when necessary. The book assumes that over-reliance on computer resources, especially in the case of CAT tools, may lead to [serious] errors in translation (see Doherty, 2016), especially in the case of students, graduates and less experienced translators in general. In order to prove this theory, a research has been conducted, aiming to show that the users of CAT tools are prone to accept proposed translation with no proper revision, even though these suggestions may contain errors1. Such errors may result from a number of reasons. These may include, for example, incorrect context, or previous translation errors in external resources (Barbu, 2015), i.e. translation memories (e.g., MyMemory2, which can be 1 2 Both Bowker (2005) and Doherty (2016) suggest that many translators have adopted the so-called “blind faith” in the previously used human translation, stored in translation memories. As a result, they assume (often erroneously) that the data is of high quality and does not require as close evaluation as in the case of translation from scratch. Doherty (2016: 954) claims that this tendency is “compounded by the reduced remuneration for using TMs” due to the fact that (in theory) less translator interaction is needed when using partially translated sentence matches. MyMemory (https://mymemory.translated.net/) is a translation memory containing over 1 billion bilingual segments in over 6000 language pairs (Barbu, 2015). See Trombetti (2009) for core Michał Kornacki 8 accessed directly from many CAT tools via proper plugins, e.g. in memoQ3; or resources obtained from translation service ordering parties [TSOP]). The research focuses on the errors found in the TSOP-delivered translation memories. It analyses how they were processed by test subjects. Finally, the book summarises conclusions to be drawn from the study in relation to the translator training process. Firstly, an attempt is made to confirm that such errors appear in authentic professional conditions and that they are of significance statistically. This was done on the basis of a questionnaire directed to professionals specialising in CAT-based translations. The purpose of the survey was to determine whether the abovementioned scenarios take place as well as the scope of errors encountered in external translation memories, and the degree to which the linguistic quality of these resources affects the translation process. Secondly, the main research is conducted in order to determine how trainee translators deal with the problem of faulty external resources in a live project. The research was conducted in two stages. The first stage took place in 2015/2016 academic year and involved a group of 22 test subjects. The second stage took place in 2016/2017 academic year with 18 participants. Each stage was divided into two phases in order to check initial and final CAT skills after a course on CAT tools. Both test groups included 2nd year MA students undergoing CAT programme during their final semester at the University of Łódź.4 The first group learned how to operate the software. In addition to the content covered by the first group, the second group discussed dangers posed by CAT tools and the methods of avoiding them in the process of computer-assisted translation. While translators have no influence on the quality of received translation memories, they do have full control over what will be done with the problem during the translation itself. The study assumes that a significant portion of the previously committed errors is retained in translations performed by CAT mechanics-oriented (see Chapter 7.1) trainee translators (I stage) to a much greater extent than in the case of CAT specifics-oriented (see Chapter 7.1) trainee translators (II stage). Such result would imply that it is not enough to understand how to operate a CAT tool since it will not yield the desired outcome. Therefore, it is critical to learn how to use advantages of CAT tools and consciously avoid any disadvantages they may have. Developing a set of best practices 3 4 principles behind the project and Barbu (2015, p. 9) for outline of methods used to build MyMemory, and how they affect number of possible errors. www.memoq.com Characteristics of both groups and research material will be discussed later in the course of the book. Introduction 9 regarding the practical use of CAT tools may significantly improve the overall translation quality through the reduction of the risk of committing an error. The results allow to draw conclusions regarding initial weaknesses of emerging translators and propose solutions to be incorporated in the translator training process. The proposed assumption of over-reliance on computer-assisted translation tools may signal the emergence of a serious problem to be faced by both students and teachers of translation, especially in the context of the translator→post-editor evolution of the profession, as suggested by Pym (2013). The book starts with a brief outline of the history of computers and evolution of computer tools for translators. Chapter 2 hints at the role of translators in the modern world. This is followed by a discussion on the issue of translator competence seen as a number of theoretical and practical assets that build translator’s identity and form their translation workshop. It covers a number of translation competence models in order to provide an overview of what it is to be a translator. Apart from that, a few words are devoted to the translator training process in Chapter 4, with focus on the application of technology in translation, as well as the role of the translation trainer. Chapter 5 introduces the concept of computer-assisted translation in detail, discussing its place in Translation Studies, elements of machine translation in CAT tools, and attempts to redefine it in the 21st century. The need for redefinition is necessary due to fact that the development of new technological assets and their integration result in the notion of computer-assisted translation losing its clarity, especially in the sense of where computer assistance ends and computer/machine translation starts. Chapter 6 recapitulates the research goals and outlines research methods, both considered and selected for the study. Furthermore, it presents data analysis and results. Finally, Chapter 7 summarises conclusions drawn from the research and discusses whether the main assumptions behind the book have been proven correct. It proposes suggestions that may be beneficial for future translator training and suggests a new direction for future research on the issue. Chapter 2. The role of a translator in the modern world 11 Chapter 2. The role of a translator in the modern world Before we can venture into the translator training process, CAT tools or translation competence, a few words need to be devoted to the profession of a translator and their identity in the modern world. The history of translation can be traced back to the dawn of human civilisation, as was mentioned in the Introduction. Its evolution was inextricably linked to the evolution of politics, trade, industry, and social needs of human beings. What is more, it was shaped by conflicts, especially the global ones like World War II which was followed by the Nuremberg trials that have shown the importance of interpreters to the broader audience. The evolution of translation as profession resulted in creation of numerous norms (see, for example, Schäffner, 1998; Gile, 1999; Toury, 1999), some of them regarded of paradigms of modern translation, e.g. translation sense for sense, not word for word, proposed by Cicero in the 1st century BC. The norms, as well as their origins, are relative, however. For example, the norm proposed by Cicero is regarded as one of the most profound discoveries in the world of translation. However, there is no evidence that translation sense for sense was not a common norm before him (Osers, 1995). What is more, it can be said that “translation ‘verbum de verbo’ never, at any time in the history of translation, was the translation norm, but rather the practice of incompetent translators” (idem.: 54). The justification of this statement is logical – it is hard to believe that a translation consisting of a string of words in the SL word order would be comprehensible and acceptable enough to validate the use of translators (especially in the world of ancient politics which is reported in the annals of history as much more violent than today). Therefore, it is logical to assume that translators had to be competent and produce good (useful) translations to be kept around. One reason to explain the widespread idea that early translation was word-for-word is that initially the demand for translation was rather low due to localised trade and political life. Therefore, translation (as it was then) cannot be regarded as an occupation but rather as a set of additional skills on behalf of happenstance translators – travellers, traders, soldiers and other people who had the chance to learn a foreign language. Of course, such a statement does not mean that there were no actual translators. There are examples of works of translation in ancient history which was not related to the basic desire for communication but rather originated from spiritual, scientific or artistic needs (for example, partial translations of the Sumerian Epic of Gilgamesh into Southwest Asian languages in the 2nd millennium BC, Cohen, 1986). Much younger feats of translation include Xuanzang’s translations of Indian Buddhist texts into Chinese (some of which continue influence daily Buddhist forms of reverence even today, Lusthaus, 2000); Toledo School of translating many of the philosophical and scientific works from Classical Arabic (Burnett, 2001) which allowed to make them known across Europe; or numerous translation of Bible into English over the ages. Ultimately, all of these (and more) achievements and the ever increasing pace of development of the human civilisation have led to the establishment of the framework for the profession of the translator as we know it today. At the moment of writing this book (2017), there are no formal requirements to become a translator in Poland. Obviously enough, if someone wants to become a sworn translator, certain requirements have to be met. Individuals willing to become an officially recognised translator have to be graduates of philological or non-philological studies and pass “a State specialist examination in written legal translation and oral court interpreting: (TEPIS, 2017: online resource). As sworn translators, the individuals have the “duty not to refuse a commission of a court or the police, to keep a register of commissions received, to comply with the rules of good practice, professional ethics, and confidentiality, and to upgrade professional qualifications” (idem.). Other European countries implemented similar legislation to control domestic sworn translation. However, the Polish Act is one of the most “demanding among similar legislative instruments passed by other European states” (idem.). None of the above requirements apply if a person wants to become a regular translator. Virtually anyone can become a translator – no education is needed. Such statement may seem a bit radical, especially when both the number and scope of translation programmes at Polish universities are taken into account. It is true, however. We could argue that the market verifies who a translator is. A translator sells his/her services (not only linguistic – translators can also be advisors, DTP specialists, or whatever the job requires them to be). Alas, there is more to that. There are people who enter various projects and translate content for free, as voluntaries. There are people who subtitle TV shows and put them on the Internet, receiving only recognition in return. The list of examples would be long. Therefore, let us agree that for the benefit of this study a translator will be understood as a human being translating for a living, whose language Chapter 2. The role of a translator in the modern world 13 skills have been verified by the actual translation buyers. Such a person can be referred to as a professional translator. The professional vs non-professional distinction is rather important in terms of discussing translator training process. Students attend translation courses at universities around the world for a number of reasons. The author of the book runs a translation course at the University of Łódź, called Computer Application in Translation. Interestingly, with the beginning of each new academic year students are asked to answer a few questions, the replies to which are to give the tutor an overview of their expectations. Each year about a third of students replies that they want to become professional translators. The rest wants either to improve their language skills or they chose translation track because they do not want to teach English at schools. The first answer is quite obvious and rather expected. Of the remaining two, the latter will not be discussed because it raises questions about the reasons why they have chosen English philology. The former, however, is quite interesting. Students claim that translation helps them master L2 language, a statement that has found support in numerous research papers time and time again (see, for example, Duff, 1994; Malmkjær, 1998; Leonardi, 2009; Dagilienė, 2012; Bahri and Mahadi, 2016; Cho and Kim, 2017). In fact, translation as a method of language learning may contribute not only to the development of such language skills as speaking, listening, writing and reading, but also to development of translation competence in its broadest sense (see Campbell, 2002; Pym, Malmkjær and del Mar Gutiérrez-Colón Plana, 2012; Pym, 2017). English has become lingua franca of the modern world, and it is not important whether one is Polish, German, Chinese or Arabic – international business relies on English. Millions of people use it daily as their L2 language, frequently requiring translation. These are not professionals in the light of the definition provided above. However, they use the same skills in order to achieve a similar effect, becoming a sort of translators themselves. In contrast, professional translators are linguists, fully proficient in one or more language pairs, profiting from extensive experience in translation and/or interpreting, and verified by the market. Their main role is to render a message (textual or spoken) from one language into another language. A professional translator is a language-service provider (Pym, 2003), a person who can assist in the preparation of a document, advise and assist a client in matters concerning both the source and translated content. S/he can provide linguistic assistance (depending on the type of a document and its expected target), counsel (e.g. during community interpreting sessions), technical services (document preparation and editing), or any other service required by the translation job. Contrary to non-professionals who frequently translate “by instinct,” professionals are fully aware of the linguistic aspect of the trade, combining linguistic research (e.g. mining for terminology) and practice (e.g. the use of specialised tools that augment the translation process). They are cognizant of devices and strategies that may be employed in order to convey a message between languages, frequently with cultural aspect in the background. The cultural aspect of the trade is visible especially in interpreting, e.g. business talks. Venuti (2008) discusses the notion of translator’s invisibility which is a much easier code to live by in written translation than in interpreting. Clients frequently ask translators for opinions or ask them “to negotiate” in their stead. Such situations are not something decided upon by the translator, they are somewhat forced on them. Either course of action requires a translator to be charismatic and strong enough to perform according to expectations or refuse the job. If they choose to accept the job, they frequently exert a real influence on the event, losing their ‘invisibility’. As a result, the translator becomes a person, not a tool as some people would like to see him or her. Interestingly, globalisation, the Internet and development of technology support anonymity, especially in professions that do not require direct (in person) contact with a client. Translation is one of them. Unlike interpreting which requires translators to meet their clients, written translation can be largely performed from within four walls of one’s apartment. A client needs not to see or hear the translator – their medium of communication is via e-mail. It is fast, convenient, and stands up for an official record of a conversation, so any arrangements made over e-mail can be binding. As a result, most regular translators can be recognised nowadays mainly by their e-mail and name on an invoice. Sworn translators are notable exceptions here as they have to meet their clients since they are required to see the original copy of the translated document (TEPIS, 2017) and the easiest way to do it is by presenting it in person. To sum up, it can be said that professional translators can be divided into two groups: visible (i.e. interpreters and sworn translators who, in a way, represent the community in person) and invisible (i.e. regular translators who frequently have no direct contact with clients. However, how do they affect the world? Why does the world need them? The importance of translation around the world can be summarised in a few general points: Chapter 2. The role of a translator in the modern world 15 1. lack of proficiency in English The first argument is the most obvious one. It is the primary goal of translation – to enable one person to understand a message provided in a foreign language, or two people to enter into a thought exchange with the help of a translator. Interestingly, translation is all about communication, albeit it does not have to be a two-way process. For example, audio-visual translation allows a Mr Smith, who is British, comprehend a TV programme rendered originally in Portuguese. It is an example of passive communication, i.e. working only one way. 2. preference for the native language According to a survey by Common Sense Advisory (CSA), conducted on “more than 3,000 global consumers in 10 non-Anglophone countries in Europe, Asia, and South America, 75% [of respondents] prefer to buy products in their native language” (CSA, 2014: online resource). Unless someone is bilingual or multilingual, they will always find information provided in their mother language easier to comprehend and handle. Hence the rapid growth of the localisation industry, which helps to prepare global products and services enter local markets. 3. foundation for the global economy Translation services allow not only local parties to benefit from foreign goods and content but also local goods and content to be distributed abroad. For example, a research conducted by Everline (a business e-lender) and the Centre for Economic and Business Research reported over 880,000 UK-based companies planning to expand overseas by 2025 (Everline, 2015). As a result, a fifth of all British companies in England will require translation services to market and sell their products and services abroad. Of course, the Brexit issue may affect their decisions in this regard. Nonetheless, there is a huge demand on translation market, not only in Poland, but worldwide. 4. lingua franca of the international trade At the moment English is the dominant language of the international trade. However, if we look at the chart of most numerous speakers per language, we can see a bit different picture. Speakers (in MLN) 1600 1400 1200 1000 800 600 400 200 0 Figure 1. The number of native speakers (including bilinguals) per language (Ammon, 2015; as cited in the Washington Post, 2015) The data presented in Figure 1 does not deny the role of English in the world, but at the same time, it shows that it is not dominant if we take the number of native speakers into consideration. If we consider point 2 above again, we can see that anyone willing to do business or take leisure in Asia, for example, would have to consider using translation services. There are many countries in the world developing rapidly and entering the global market. They need translation services into English, Chinese, German or whatever market they want to make business with, but, on the same hand, the target markets need translation services to make business with them. The need for translation services in the EU alone is staggering at the moment, and all portents show that it is going to grow (Pym, Grin, Sfreddo, and Chan, 2012). 5. a medium spreading ideas and information The importance of translators in spreading ideas and information cannot be denied. For example, while many scientific papers are prepared and published in English, many require to be translated from scratch or revised due to poor language proficiency of the authors. By merely translating, the translators help shape the history of humanity. What is more, translation helps preserve knowledge. During the Middle Ages (or Dark Ages, as some call this period in the history of western civilisation) much of the ancient knowledge was lost. It was Arabic translators who kept the ideas of ancient Greek philosophers alive throughout the period. Had it not been for them, all of this knowledge might have been lost. Chapter 2. The role of a translator in the modern world 17 The fact is that the world as we know it would look much different if the translation industry was smaller. The role of translation in the contemporary world is unprecedented. On a micro scale, it enables people to use goods and services of foreign origin. On a macro scale, it enables states to function, communicate with each other, make treaties and enter economic partnerships. Heads of states, their representatives and other staff remain in constant contact, mainly thanks to translators and interpreters. The EU institutions alone employ around 4300 translators and 800 interpreters on its permanent staff (European Union, 2017). At the same time, the US Bureau of Labor Statistics (20162017; online) reports that the [e]mployment of interpreters and translators is projected to grow 29 percent from 2014 to 2024, much faster than the average for all occupations. Employment growth reflects increasing globalization and a more diverse U.S. population, which is expected to require more interpreters and translators. Demand will likely remain strong for translators of frequently translated languages, such as French, German, Portuguese, Russian, and Spanish. Demand also should be strong for translators of Arabic and other Middle Eastern languages and the principal Asian languages: Chinese, Japanese, Hindi, and Korean. Globalisation and relatively easy human migration require the market to grow and to support literary, technical, medical, legal, and regular translators, as well as interpreters. Most of the people who know one or more foreign languages assume that they can translate. Undeniably, to some extent such a statement is true. However, there is a difference between doing something and doing it right. In order to do something right, one either has to be gifted or train hard. Any successful training requires correct approach, grounded in the most up-to-date theories and frameworks. Therefore, the discussion on translation competence – a set of skills that enable an individual to produce successful translations – has to follow in the next chapter. Chapter 3. Translation competence The previous chapter discussed the role of the translator in the modern world. It was established that the translator is an individual who is either a linguist or proficient enough in terms of language use that s/he can produce successful translations. The following chapter introduces the concept of general and linguistic competences, and uses them to build a context for translation competence, i.e. a set of skills that turn linguistically apt individuals into translators. 3.1. Linguistic and general competence Before the discussion on the specialised area of translation competence can begin, it is vital to define the concept of competence, as set in the context of language studies. In a general sense, translation competence can be understood as linguistic competence, i.e. native speaker’s knowledge of their language (Malmkjær, 2009). In this regard, linguistic competence is something we acquire unconsciously as we grow up and mature. Such process consists in “interaction between (i) linguistic input data received by the languageacquiring individual and (ii) the default or initial state of the language faculty, which contains innate knowledge called Universal Grammar” (idem: 122). Universal Grammar features (i) “a set of innately endowed grammatical principles which determine how grammatical operations apply in natural language grammars” and (ii) “a set of grammatical parameters which impose severe restrictions on the range of grammatical variation permitted in natural languages (perhaps limiting variation to binary choices)” (Radford, 2004: 17). Carr (2006: 333) supplements this definition, saying that it is “a set of semantic primitives, out of which specific word meanings are constructed.” Therefore, it can be stated that linguistic competence is the ability to process and produce language, basing on certain linguistic standards which surround us through our immediate society and which we grow up with. It should be noted that linguistic competence, as opposed to the broader concept of general competence, concerns inherent ability to use language, not the act itself. The difference between the linguistic competence and its broader concept has been visualised by Malmkjær (2009: 123) in Table 1 below: Chapter 3. Translation competence 19 Table 1. Competence in linguistics and other contexts. General Competence Linguistic Competence is variable between individuals is identical in each individual can be improved by teaching is acquired, not learned includes aspects of performance is opposed to performance includes skills is knowledge The linguistic competence denotes native speaker’s knowledge of their language (Radford, 1988; Malmkjær, 2009) while general competence is closely related to performance or “the actual use of language in concrete situations” (Chomsky, 1965: 4). The following section attempts to define the notion of competence in Translation Studies. 3.2. Translation competence Schäffner and Adab (2000) agree that the 20th century brought a consensus amongst experts in the field of Translation Studies that translating is a complex activity, involving expertise in a number of areas and skills. Not only do translators need to have language and technical skills to perform the task at hand, but also they need to possess the knowledge, often very specialised, know-how and aptitude which allow them to produce reliable translations (Kelly 2005, EMT Group, 2009). Yet, what is translation competence? Can it be defined with any degree of certainty? Lörscher (2012) reminds that the concept of natural translation goes back to Harris (1977) and Harris and Sherwood (1978). It is defined as “the translation done by bilinguals in everyday circumstances and without special training for it” (Harris, 1977: 99). Therefore, Harris and Sherwood (1978: 160) consider translation to be an innate skill of any bilingual. In this respect, translation competence is seen as an aspect of bilingualism. Harris (1977, cited in Lörscher, 2012) elaborates that […] all translators have to be bilingual and […] all bilinguals can translate. [...] In addition to some competence in two languages Li and Lj, they all possess a third competence, that of translating from Li to Lj and vice versa. Bilingualism is therefore a triple, not a double, competence: and the third competence is bi-directional. Although such an approach may seem viable, the notion that all bilinguals can translate has not been proven so far (see Grosjean, 2001). Malmkjær (2009) mentions research by Toury (1984) and in Think Aloud Protocol Studies, which clearly suggest that translation is a learned, not innate, skill. Such a claim can be proven by the fact that not all translators are able to produce socially acceptable translations, especially considering the fact that social norms change over time. Toury (1986) proposes that the innate predisposition to translate is co-extensive with bilingualism. In his opinion, translation competence does not develop “quasiautomatically” and in parallel with the development of bilingualism. In turn, bilingualism is regarded to be a necessary factor in developing translation competence, but not sufficient by any means. Toury (1986) argues that transfer competence, discussed further on, must be built up in addition to an individual’s bilingual competence. It comprises the individual’s ability to transfer texts equivalently on various levels according to a given purpose/aim and with regard to sense, communicative function(s), style, text type, and/or other factors; or to deliberately violate postulates of equivalence for a certain purpose (Lörscher, 2012). Hönig (1991), on the other hand, brings forth the concept of an ideal translation process which is built on the model of translation competence composed of two main subcompetencies: • associative competence and • the competence to develop a “macro-strategy” (Hönig, 1991). It is an interesting fact that the core principles of Hönig’s “macro-strategy” were later incorporated in the strategic competence of the 2003 PACTE model of translation competence (see section 3.2.1. in this book). According to the model presented above, translators start by reading the source text (ST), but their reception of the text is completely different from that of an ordinary reader. Hönig (1991) advocates the idea that the “text reception is influenced by the translation task they have in mind” (Göpferich, 2009: 15). The source text is then processed by the translator, both consciously and unconsciously. The analysis of the structure, style, Chapter 3. Translation competence 21 content and expectations with regard to the text lead to the development of a macrostrategy. Such macro-strategy may develop “more or less automatically on the basis of the translator’s professional experience” (idem.). It is desirable that the macro-strategy develops before the actual translation takes place, but it is not always the case. The process of translation follows, which is supported by rules and strategies based on actual experience of the translator. At this stage the second sub-competence is employed – the associative (or transfer) competence (Hönig, 1991: 80). When both sub-competencies are combined, it is possible to arrive at a target text eventually. The example of Hönig’s model of an ideal translation process (Figure 2, next page) is a good illustration of the complexity of the issue. Pym (2003) discusses the notion of translation competence as a puzzle that linguists have been deliberating on for the last 30 years. The issue is that it cannot be clearly defined since it can mean completely different things depending on the background and experience of a given linguist. Pym (idem.) brings up a number of different approaches, ranging from a claim that there is no translation competence at all (Lörscher, 1991: 2), the notion of one supercompetence (Wilss, 1982), to many sub-competencies involved in the actual process of translation (PACTE, 2003). The last approach seems reasonable due to its flexibility. It is not fixed and can adjust in parallel with the needs of the market. This way its components remain current and the obsolete ones are removed. The minimalist approach proposed by Pym (2003) focuses on the translation itself as the main constituent of the supercompetence. He proposes the following two-fold functional definition of competence (Pym 1991: 489): The ability to generate a series of more than one viable target text (TT1, TT2 … TTn) for a pertinent source text (ST) [This corresponds to what Hönig calls associative competence.]; and The ability to select only one viable TT from this series quickly and with justified confidence. [This corresponds to Hönig’s macro-strategy and the ability to employ it consistently.] Figure 2. Hönig’s model of an ideal translation process (1991: 79) What is important in such a division is the fact that it advocates translation as the act itself. Pym (2003: 489) claims that “the […] translational part of their [translators’] practice is strictly neither linguistic nor solely commercial”. At the same time, he acknowledges that translators require to “know a fair amount of grammar, rhetoric, Chapter 3. Translation competence 23 terminology, computer skills, Internet savvy, world knowledge, teamwork cooperation, strategies for getting paid correctly” (idem.) and more. These skills (or rather sets of competencies) often decide on the success of a translation project, even though they are not strictly concerned with translation themselves. Therefore, it could be argued that translation competence is a notion that covers all kinds of skills and knowledge required (to a lesser or greater extent) to produce correct and successful translations, the total sum of translator’s knowledge required to render a text in a target language. In this light, the set of sub-competencies, as proposed by PACTE (2003), should be seen as a set of major categories, by no means constant ones, that could (and should) be divided further. The multifarious aspect of translation competence, advocated in this book, has been shared with variations by a number of academics around the world (among others, Hejwowski [2004], Neubert [2000], Kelly [2005], and Shreve [2006])5. The most widely recognised models of translation competence have been those of the PACTE and EMT research groups, as well as for the TransComp project. The PACTE model, proposed by the PACTE Group (2003) lists bilingual, extralinguistic, instrumental/professional, psycho-psychological, transfer and strategic subcompetencies. The EMT model, proposed by the EMT Group (2009) lists translation service provision, language, intercultural, info mining, technological, and thematic competencies. The TransComp model, proposed by Göpferich (2009: 21-23), lists communicative, domain, tools and research, translation routine activation, psychomotor competence, and strategic competencies. 3.2.1. The PACTE model of translation competence The PACTE acronym stands for Process in the Acquisition of Translation Competence and Evaluation, and it serves as a name for a group of researchers concerned with the acquisition of translation competence in written translation. The group was formed in 1997 and is based in Barcelona, Spain. It was a member of the Institut de Neurociències of the Universitat Autònoma de Barcelona (2001-2009) and is now a member of GReCO (Grup de Recerca en Competències) of the Universitat Politècnica de Catalunya. PACTE initiated the Thematic Network TREC6 (Translation, Research, Empiricism, Cognition), which brings together experts in empirical and experimental 5 6 See Piecychna (2013: 143) Visit http://pagines.uab.cat/trec/ for more details research in translation from around the world, and coordinated it for two years. Their research concerns translation both in and out of the foreign language, and is primarily based on their own language combinations, i.e. Spanish and Catalan ↔ English, French and German. Being a heterogeneous group linked by “the need for more information about how trainee translators learn to translate in order to create better teaching programmes, improve evaluation methods and unify pedagogical criteria” (PACTE, 2003), they proposed a translation competence model based on their own experience and conclusions. The PACTE model has been used by researchers around the world as a reference model ever since. In order to attempt to propose a unified model of translation competence, the researchers analysed the issue in the context of existing models and empirical research. Not only did they use research on translation, but also they tried to approach the problem from different angles (e.g. considering translation as an act of communication, they tested their data against communicative competence). As a result, they decided that all previous translation competence models were not based on “validated empirical research” (PACTE, 2003), i.e. there was no data which could be used to define translation competence components, if any, and connections between those components. The group decided to provide such research. They started with drawing a line between “competence” (the knowledge in the background) and “performance” (the actual process of translating). What is more, they assumed that translation competence is not the same as bilingual competence (which is, in fact, one of the several sub-components of translation competence), which the concept of natural translation could suggest. What is more, they assumed that each successful translator has to have ‘expert knowledge’ and be able to devise a ‘strategy’ to deal with a given translation job (PACTE, 2003). When summed up, their basic assumptions were: • Translation competence is qualitatively different from bilingual competence; • Translation competence is the underlying system of knowledge needed to translate; • Translation competence is an expert knowledge and, like all expert knowledge, comprises declarative and procedural knowledge; the latter is predominant; • Translation competence is made up of a system of sub-competencies that are interrelated, hierarchical and that these relationships are subject to variations. Chapter 3. Translation competence • 25 The sub-competencies of translation competence are considered to be: a language sub-competence in two languages; an extra-linguistic subcompetence; an instrumental/professional sub-competence; a psychophysiological sub-competence; a transfer sub-competence; and a strategic sub-competence. (PACTE, 2003) The idea behind such division was that translation is a process involving a number of various skills that we either develop or acquire. Some of them are practical, others refer to our general knowledge. When they work in unison, people are able to translate effectively. Nevertheless, it does not mean that they are of equal importance. For example, strategic competence is needed since it compensates for all shortcomings of other competencies, and instrumental competence is not always required for some types of documents. What is more, in their model PACTE allowed for variations in the scope and role of competencies, depending on context (time, place, technical conditions, etc.), translator’s individual experience (years worked, familiar domains, etc.), language combination, specialisation (e.g. technical, legal, etc.), and directionality (to/from a given language). The reasoning behind such freedom was based on the following examples: • in inverse translation the instrumental/professional sub-competence gains importance; • the strategies used by the translator vary according to the distance between the language pairs used in the translation; • in each translation speciality greater importance will be given to different psychological abilities (logical reasoning in technical translation, creativity in literary translation); • a greater degree of automation may be expected when the translator is very experienced; • the translation context (translation brief, time, etc.) may require a certain subcompetence to be activated (instrumental/professional, psycho-physiological, etc.). (PACTE, 2003) Flexibility of this model reinforces its significance. The notion of translation competence is so complex that it cannot be defined in simple, limited terms due to the fact that every human translator is an individual and their individual translation competence will vary from person to person. The outline of basic assumptions behind translation competence was not enough. The model would be incomplete without a study on how to build, or acquire, translation competence. PACTE described the problem as a process (conscious or unconscious) to develop, restructure or refine existing skills, or competencies. Thus, the group’s definition of translation competence acquisition is: 1. A dynamic, spiral process that, like all learning processes, evolves from novice knowledge (pre-translation competence) to expert knowledge (translation competence); it requires learning competence (learning strategies) and during the process both declarative and procedural types of knowledge are integrated, developed and restructured. 2. A process in which the development of procedural knowledge and, consequently, of the strategic sub-competence are essential. 3. A process in which the translation competence sub-competencies are developed and restructured. (PACTE, 2003) Again, the acquisition model also does allow for variations, as each learning process is slightly different. PACTE refined their definition by adding: 1. [sub-competencies] are inter-related and compensate for each other; 2. [sub-competencies] do not always develop in parallel; 3. [sub-competencies] are organised hierarchically; 4. variations [between sub-competencies] occur in relation to translation direction, language combinations, specialisation and the learning context. (PACTE, 2003) It means that the acquisition of translation competence is subject to external factors like teaching methods, or the learning context (learning techniques, form of the course, etc.). It also means that the process varies not only between individuals, but also between languages (e.g. learning pace may be different when translating from foreign to native language than vice versa). What is more, it may be the case that some sub-competencies take precedence over others, depending on the text specialisation (technical, law, etc.). And again, due to its flexibility, the model is successful. Chapter 3. Translation competence 27 The research based on these principles, and conducted by PACTE (for details see PACTE, 2003) led to the formulation of basic sub-competencies of the PACTE model of translation competence. The sub-competencies are defined as follows: • Language sub-competence in two languages is occasionally referred to as bilingual competence (PACTE, 2005). That does not necessarily mean that a successful translator has to be bilingual. It merely hints that his socio-linguistic, lexical-grammatical, textual and pragmatic knowledge in each language should be equal to that of a true bilingual. As it is, it can be summarised as “the underlying system of knowledge and abilities necessary for linguistic communication in both languages” (PACTE, 2003). For communication to take place at all, regardless whether in oral or written form, the message has to be understood and then a new one produced. It is what the language sub-competence allows for. Apart from that, it is the most basic element of translation competence, critical to the ability to translate between languages. • Extra-linguistic sub-competence is understood as implicit or explicit knowledge about the world in various areas of knowledge, i.e. general and specific areas of knowledge, knowledge about translation, bicultural knowledge, encyclopaedic knowledge, and subject knowledge (see PACTE, 2003; Ressurrecció, Piorno and Izquierdo, 2008). • Instrumental/professional sub-competence can be defined as the knowledge and abilities used for practising translation, i.e. using documentation, various sources, new technologies, knowledge about the market and its condition (PACTE, 2003: 93; 2005: 619). This competence encompasses secondary translator skills, the ones that are optional for the translation itself, but vital for the overall success of any given translation today. Competition between freelancers on the global market and pursuit for translation quality in the era of the Internet do force translation professionals to search and employ new tools (ranging from vocabulary to translation management systems) and solutions in their everyday work. This sub-competence is especially important as it covers technical skills which are increasingly often required by outsourcers7. 7 Based on personal experience of working as project manager in translation agency in Łódź between years 2008-2015 • Psycho-physiological sub-competence includes cognitive and behavioural (memory, attention span, perseverance, critical mind, and so on), and psychomotor mechanisms. They include: (1) cognitive components such as memory, perception, and attention and emotion; (2) attitudinal aspects such as intellectual curiosity, perseverance, rigor, critical spirit, knowledge of and confidence in one’s own abilities, the ability to measure one’s own abilities, motivation, etc.; (3) abilities such as creativity, logical reasoning, analysis and synthesis, etc. (PACTE, 2003) It encompasses all traits that would allow an individual to produce a high-quality translation. • In 2003 the PACTE Group refined their 1998 model of translation competence, which considered transfer, or translation, sub-competence as the actual ability to render a source text in the target language or to understand the source and produce the target, “taking into consideration the purpose of translation and the characteristics of the receptor” PACTE 2003: 48). The new approach defined it as a “combination of all the sub-competencies, i.e. translation competence: the ability to carry out the transfer process from the source text to the production of the target text in function of the receptor’s needs and the purpose of the translation” (p. 57). As a result, the transfer sub-competence gained recognition as the total sum of other sub-competencies that allows to produce a successful translation. Such definition is supported by Shäffner (2000: 148) who defines transfer sub-competence as one “specific to translation and [integrating] all the other subcompetences.” • Strategic sub-competence is responsible for solving problems and the efficiency of the process of translation (PACTE, 2005). It is employed throughout the entire process and is primarily concerned with: ➢ planning and overseeing the project at various stages; activating other subcompetencies when needed; ➢ predicting, finding and problem-solving; ➢ compensating for deficiencies in other sub-competencies. Chapter 3. Translation competence 29 The PACTE model of translation competence has gained wide recognition in the world of Translation Studies. This book focuses on one of its sub-competencies – the instrumental/professional competence – which is what allows translators to make use of sophisticated computer software. 3.2.2. The EMT model of translation competence Since its inception, the European Union had a huge demand for quality translation due to its multi-national form. Various solutions were implemented to meet this demand, including machine translation (e.g. EUROTRA, see Commission of the European Communities, 1994, for more details). Even the ALPAC report did not discourage MT development in Europe to the extent it did in the USA. However, MT was not enough to deal with the scale of the problem. In the EU human translation has always been of critical importance due to communication and legal requirements. The rapid growth of the EU between 2004 and 2007 (12 new countries joined in) presented the need for unification of translator training programmes and setting a set of minimum requirements for translators in order to set a certain standard. In order to address the issue the European Master’s in Translation (EMT) programme was founded. It is a partnership project between the European Commission and higher-education institutions offering master’s level translation programmes. The EMT not only regulates the rapid evolution of the profession but also sets standards to be included in translation programmes within the EU (due to their diversity and potential incompatibility [see EMT Expert Group, 2009a, for more information]). The abovementioned standards were proposed by the EMT expert group working on the EMT programme, and formed on the initiative of the DirectorateGeneral for Translation (the European Commission’s in-house translation service) in April 2007 (Chodkiewicz, 2012). The main goal of the group was to produce: • a generic description of the tasks and competences of translators to match the needs of the translation industry and public bodies, such as the EU institutions; • a draft of a European model curriculum that addresses these requirements and could thereby enhance the status and quality of the translation profession (EMT, 2009b: 1) As a result, two documents were drawn. The first one involved the list of competencies that should be acquired. The second one listed criteria for admission of the translation programmes by the EU leading universities to the EMT network (Chodkiewicz, 2012). From now on, all universities, who wanted to promote their own translation programmes, had to meet certain conditions which would qualify them to join the EMT network and use the EMT logo. The EMT model of translation competence “revolves around the notion of Translation Service Provision Competence” (Klimkowski, 2015a). Such approach is consistent with the notion of translator being not exclusively an individual who translates, but rather a language-service provider (Pym, 2003). Therefore, the EMT model highlights the prominence of the business aspect of the profession of translator, i.e. providing full language service which includes translation. The EMT model, or framework as the EMT group calls it, defines translation competence as a “combination of aptitudes, knowledge, behaviour and know-how necessary to carry out a given task under given conditions” (EMT Expert Group, 2009a). In short, it combines all the skills that make translator a language-service provider. Those sets of skills, or sub-competencies, are quite similar to the PACTE model, with the exception of the translation service provision component, of course. The importance of the Translation Service Provision Service can be clearly seen in the EMT group’s visualisation of their framework: Figure 3. Graphic representation of the EMT competence framework (EMT Expert Group, 2009a: 4). Unlike the PACTE model, which, according to Klimkowski (2015a: 70) can be questionable due to the fact that it represents “mainly declarative kind of knowledge,” and raises doubts from both professional and didactic perspective, the EMT framework presents a “very detailed list of skills” (ibid., p. 70), based both on declarative and Chapter 3. Translation competence 31 procedural knowledge. However, Klimkowski (idem.) argues that the framework should not be treated as a fixed point of reference in the process of translator training. He suggests that it is rather an indication that the proposals like the ones discussed above should be interpreted as a point of departure for developing educational solutions tailored to the needs of a given learning community (students, teachers, academic institutions, representatives of the local markets, etc.) (Klimkowski 2015a: 71). This statement is in accord with the fact that the profession of translator undergoes evolution (Pym, 2013), and any attempt at setting a fixed framework is doomed to failure in the long run. The profession has to evolve in order to accommodate market expectations. It is true for the vast majority of specialised professions. Globalisation has warped space-time of translation, producing a hybrid profession combining competencies of the translator, manager, researcher, IT specialist, etc. As a result, competencies evolve, rising to prominence depending on market and professional conditions. Nevertheless, the framework has gained generally positive evaluation from language researchers, mostly due to its accuracy, flexibility and focus on service provision. The core competencies, named by the EMT Expert Group, include: • Translation service provision sub-competence is divided into two dimensions which, combined, encompass many competencies covered by previous models of translation competence (Chodkiewicz, 2012). The two dimensions are: interpersonal and production dimension. The interpersonal dimension concerns translator’s social role (see Kiraly, 2003), everyday relations between translators and their clients (as set in the context of market demand and marketing/selfpromotion strategies). The dimension also includes teamwork and adherence to professional standards (Chodkiewicz, 2012; PACTE, 2003). The production dimension, on the other hand, concerns the actual process of translation in accordance with the current conditions, i.e. client’s preferences. Sometimes translators may be required to make some decisions8 for the client on the one hand, and justify them using appropriate language on the other (see PACTE, 2003). 8 Klimkowski (2015a) suggests that it is fairly common for a translator to support a customer in many ways, including decisions regarding the translation itself and the fact that the “clients […] expect us • Language sub-competence, similarly to the 2003 PACTE model, is the background knowledge and abilities which enable to start and carry out a communication process. It is critical to the ability to translate. • Two-dimensional intercultural sub-competence includes intercultural dimension, or extra-linguistic competence similar to the one found in the PACTE model (PACTE, 2003); and textual dimension which is responsible for “the ability to analyse the macrostructure and coherence of a text and reproduce it according to the conventions of a particular genre and rhetorical standards” (Chodkiewicz, 2012: 40). It is one of the challenges of translation to read a text, process it and translate accordingly. • The next competence listed in the EMT model concerns information mining. It includes all skills required to find information through plain search (e.g. Google search engine) or research (online and offline corpora, terminology, professional support [ProZ, help of experts in a given field], etc.), and the knowledge how to use this knowledge in the context of current translation project (see also Nord, 1991; PACTE, 2003). • Technological sub-competence is similar to the instrumental/professional subcompetence in the 2003 PACTE model. It covers the ability to acquire, master and use both software and hardware solutions which assist in translation (increasing quality and productivity), research (methods to access and process data), deliver completed projects (cloud, FTP servers), and more (see PACTE, 2003). • Thematic sub-competence, on the other hand, concerns understanding the document and its theme better (Chodkiewicz, 2012). Any given translation is focused specifically on a given document and it is critical for any professional translator to develop their knowledge, skills, terminology, etc. in relation to the theme of the document (see also Nord, 1991; PACTE, 2003). Chodkiewicz (2012) points out that some competence components of the EMT model were not included in the previous models. The skills in question are practical in nature, mostly very specific, and falling into the category of translation as a language-service provision (document pre- and post-processing, meeting deadlines and working underpressure, or adhering to client’s specific requirements, to name a few), as well as [translators – MK] to offer them all kind of support in text construction, reviewing business presentations, hearing the client’s employees deliver their presentations as training before their business conferences, etc.” (Klimkowski, 2015a: 71). Chapter 3. Translation competence 33 information mining (finding and evaluating the quality of one’s sources). Apart from that, the model seems to pay more attention to technological aspect of translation competence (knowing pros and cons of machine translation, and the knowledge how to use it in translation). The same applies to the intercultural dimension, and to its textual dimension in particular – the model stresses the importance of the actual editing of the content of a document (EMT Expert Group, 2009: 4-7). The key difference between EMT and previous models of translation competence is that the competencies presented here are completely reorganised and refocused on specific practical, and market-oriented, skills. Contrary to the 2003 PACTE model, there is no transfer sub-competence. What is more, it is not focused on language or strategic competence, but rather on the overall ability to provide a client with high-quality language-service that translation is a part of (Chodkiewicz, 2012). In order to understand the importance of such re-prioritization of translation subcompetencies, it is necessary to have actual experience with translator-client relations. There is a saying on the Polish translation market that you can have your translation fast, cheap, and good – pick any two. It seems that market demand and competition between translators did revise it. Today quality is a must-have, short deadlines are expected, and price can be accommodated. While translators use the Internet to mine for data, clients use it to mine for translators, better [non-translation] service and lower translation rates. Hence the importance of the translation-as-a-service approach. It is especially true of sworn translators who meet clients face to face more often than freelancers working from home. On such occasions, sworn translators have to adhere to the rules governing the profession (e.g. 2005 Sworn Translator’s Code, see TEPIS, 2017) and social etiquette more closely since they advertise their services with their own person. What is more, due to their professional experience, frequently they are expected to help and advise clients on documents, their translation and future use. The translator is seen as a professional who “knows” and whom people trust with their documents so that they will not only receive a quality translation service, but quality translation services tailored to their particular needs9. Clients expect translators to know how local offices work, what they pay attention to (layout-wise) and what sort of translation they will accept (languagewise). They are not interested in the process, but in the effect. Thus, a successful translator is required to provide a full service, and translation is only one of its elements. 9 Based on personal experience of working as project manager in translation agency in Łódź between years 2008-2015 Inclusion of this sub-competence in the EMT framework assures that all the partner universities include it (at least partially) in their translation programmes, thus drawing students’ attention to the problem of service provision and client-translator relationship (e.g. quoting, composing coherent and unified quote messages to clients, addressing complaints). 3.2.3. The TransComp10 model of translation competence The last model of translation competence to be outlined in this paper was prepared for the TransComp research on the development of translation competence. The research was conducted by Susanne Göpferich and was conducted on 12 students of translation and 10 professional translators with at least 10 years of professional experience in translation and/or interpreting. The TransComp model is predominantly based on the 2003 PACTE model of translation competence, as well as Hönig’s model of an ideal translation process (see Hönig, 1991) and Kiraly’s psycholinguistic model of the translation process (see Kiraly, 1995). Figure 4. Göpferich’s translation competence model (Göpferich, 2009: 21) The model includes the following sub-competencies (Göpferich, 2009: 21-23): • Communicative sub-competence in at least two languages is akin to the PACTE group’s “bilingual subcompetence.” Apart from lexical and grammatical knowledge, it includes pragmatic knowledge as well (“the knowledge about genre 10 TransComp was a research project focused on the development of Translation Competence. It was based on English and German, and supervised by Susanne Göpferich. It was funded by the Austrian Science Fund (project No. P20908-G03 (September 2008–August 2011). Chapter 3. Translation competence and situation-specific 35 conventions in the respective cultures”). The communicative aspect of this sub-competence is best seen in source-text reception (comprehension) and target-text quality. In unison, they allow a successful translator to find and evaluate semantic equivalence between source and target units, a most useful skill in the process of segment aligning in CAT tools. • Domain sub-competence relates to the extra-linguistic (general and domainspecific knowledge) competence, as suggested by the PACTE Group. In this model, however, it is necessary to understand the source and produce the target text, and assess what sort of external knowledge is required to complete a given project (and where to find it). • Tools and research sub-competence is the same as the instrumental/professional sub-competence to be found in the 2003 PACTE model. It “comprises the ability to use translation-specific conventional and electronic tools, from reference works such as dictionaries and encyclopaedias (either printed or electronic), term banks and other databases, parallel texts, the use of search engines and corpora to the use of word processors, terminology and translation management systems as well as machine translation systems” (Göpferich, 2009: 22). • The translation routine activation sub-competence has not been outlined in the previous models. It comprises the knowledge and the abilities to use previously acquired, language-pair specific, skills in order to carry out specific transfer (or translation) operations, ultimately leading to acceptable target units. • Psychomotor abilities required for reading and writing (with electronic tools) constitute the psychomotor sub-competence. Note that these skills concern the actual ability to read and write, not to use the software itself (which falls into tools and research category). The general idea is that the more advanced these skills are, the less attention is required to the process of reading and writing. As a result, more cognitive capacity is left for other, more demanding tasks. This somewhat pictures a translator as a kind of machine with limited resources. Refinement of one process reduces its resource consumption and allows other “processes” to use the freed resources in order to achieve better overall quality. • Finally, strategic sub-competence is the one that controls the others. It prioritises tasks and employs other sub-competencies when necessary. Thus, it leads to development of higher-level strategies for future use. This competence corresponds to the strategic competence by the PACTE group (2003). 3.2.4. Comparison of the presented models All presented models draw up from the previous research on translation process and translation competence. PACTE’s ongoing research concerning translation competence has been widely recognised and accepted; at the same time, the EMT Expert Group went further by focusing on translation as a language service in order to accommodate actual market expectations. TransComp, on the other hand, can be seen as a combination of the two in that it is closely based on the 2003 PACTE model and the more practical aspects of the EMT model, like translator’s social responsibility, or working under pressure (Göpferich, 2009). The table below presents all three discussed models. While the central sub-competencies of each model have been highlighted with small caps, the one competence that is virtually the same in all three models has been highlighted with bold face. Table 2. PACTE, EMT, and TransComp translation competence models compared PACTE language sub-competence in two languages extra-linguistic sub-competence instrumental/professional sub-competence psycho-physiological subcompetence transfer sub-competence STRATEGIC SUB-COMPETENCE EMT TransComp TRANSLATION communicative subcompetence in at least two languages domain sub-competence tools and research subcompetence translation routine activation sub-competence psychomotor sub-competence STRATEGIC SUB-COMPETENCE SERVICE PROVISION SUBCOMPETENCE language sub-competence technological sub-competence intercultural sub-competence information mining thematic sub-competence As can be seen, all models agree on the importance of technology and list it as one of the key competencies to be had by a successful translator. This set of computer-bound skills is critical for any language professional working in the contemporary market. The key competence of the EMT model, translation service provision sub-competence, would be unattainable had it not been for technological means (both tools and skills) which serve as its founding blocks. The next section attempts to outline the instrumental/professional sub-competence if we use PACTE [2003] nomenclature. Chapter 3. Translation competence 37 3.3. Translation competence vs. translator’s computer competence The previous discussion outlined sub-competencies of three prominent models of translation competence. It has been established that one of them, related to tools and technology, is virtually the same throughout the three models. Since all the skills included in this sub-competence are computer-related, it is only natural to use Kiraly’s (2000) suggestion and refer to them collectively as “translator-relevant computer competence,” hereinafter referred to as TCC. Kiraly (2000: 125) says that “the goal [of the translator training process] would be to make sure that students acquire the objectively identifiable set of sub-skills that together comprise translator-relevant computer competence, which they should be able to apply to real translation tasks once they leave the institution.” All the models outlined above agree on the importance of the computer skills. Kiraly (2000) points out that it is possible for a teacher, in extremis, to transfer only those skills that s/he believes they will need, and the majority of those are purely practical skills involving computer hardware and software. Of course, such extremely technological approach may not be valid for a general translation course curriculum. Nonetheless, it shows that technology should not be disregarded since it contributes heavily to the overall success of a translation trainee. Brooks (in Bowker, 2002: 4) supports this claim by saying that (…) experience has shown that graduates who are conversant with CAT technology are a a real advantage when it comes to working in highly technologized translation environments such as the software industry and the organisation of the European Union. This trend is also increasing in other sectors, such as the telecommunications and automotive sectors. Brooks (idem: 57) adds that (…) the development of CAT tools has not reduced the need for language professionals. Rather, improvements in efficiency and reductions in translation costs brought about by the use of these tools have stimulated a demand for localised products and created jobs for translators who are skilled at using technology. Technology is no longer an asset outside translation. Some of its aspects may be of secondary importance, but other have become essential for translation to exist in the modern sense at all. With that in mind, the discussion on TCC has to allow for the fact that it is a very specialised (though quite extensive) area of expertise, which deals primarily with proficiency in utilising computer hardware and software for the purposes of translating. The goal of these skills is to support translators in their work, not translate for them. 3.3.1. Computer competence skills Before venturing into particular subsets of TCC, it is worth asking if this kind of competence is relevant for a translation course. In his paper, Redefining Translation Competence in an Electronic Age, Anthony Pym (2003: 481-482) presents the problem his students voiced in relation to his Advanced Translation class. [W]e [students] are not really translating […]. But I quickly reply, we have learned how to use Revision tools and comments in Word; we have discovered a few good tricks for Internet searches; we have found out about HTML; we can create and localise fairly sophisticated websites; we can do wonderful things with translation memories… and these are the things that the labour market is actively looking for. All that, I insist, is part and parcel of translating these days. No, some still reply, what we want is lists of false friends, modulation strategies, all the linguistic ricks, plus some practice on a few really specialised texts… and that, my more critical students believe, is the invariable hard core of what they should be learning in the translation class. The problem he faced is quite common in practical translation classes. Does it mean that teachers of translation should take primarily students’ expectations into consideration? The answer is yes, and no. Yes, because translation classes, regardless of the type of skills they try to teach, should be primarily focused on the translation itself and any class devoid of translation component should not be treated as a translation class. On the other hand, the role of translation trainers11 is to prepare their students to start a professional career after graduation, which means entering highly competitive market, which demands certain extra-translational skills. Pym (2003: 493-494) says that “technology will always be one or two steps ahead of any multicomponent list. […] [E]lectronic tools are simply techniques that speed up and broaden the production of alternative target texts” or are used to eliminate them. It is not possible to introduce a universal set of skills to be taught 11 The word “trainer” is understood here as a person teaching translation as a profession, and not as an academic discipline. Chapter 3. Translation competence 39 since translation market and its demands are in constant shift. One could argue that it would be more viable to analyse current trends and try and foresee how they will change in the near future. Above all, it is important to consider students as individuals, their expectations, and then adapt their translation courses accordingly. Having said that, let us go back to the issue of the TCC. When asked about the place of computer skills in translation, we can say that they are not vital to the process of translation in the sense that translation can be done without them, using pen and paper. However, such form of translation is neither fast nor quality-oriented. Kiraly (2000: 123124) argues against such form of translation classes since the handwritten translation is inferior to computer-based translation in almost every way. What is more, all three outlined models of translation competence name technology as one of the competencies of a translator. In order to explain the problem, a line should be drawn between translating for educational purposes, and commercial, or professional, translation. In the first case, all means and methods of translation can be justified, provided they yield an acceptable outcome in the end. In the second, only those methods of translation are justified which enable translators to deliver high-quality translations in short periods of time and stay in line with the competition on the market. Here computer skills show their value. In order to survive on the market, “both freelance and staff translators use computer-based translation memories, desktop publishing software, access to the Internet and a variety of on- and off-line electronic resource” (Kiraly, 2000: 123). At the moment of writing this book, the above words by Don Kiraly are 16 years old. Moreover, if anything, they are even more true today than they were when Kiraly wrote them. Globalisation, the Internet, new CAT tools, and cloud services push demands put on the translator even further. Translation quality, speed, and flexibility (e.g. ability to work in groups or to work with online translation packages) have become traits not so much desired, as expected of the translator by translation outsourcers12, and constitute an indisputable asset for any translation graduate. Bogucki (2009: 52) names three key categories that base on computer application in translation: word-processors, electronic dictionaries and glossaries and translation memory-based software. While this list is still current, the author believes it should be further extended to encompass a broader range of skills/applications that are in everyday 12 Based on personal experience of working as project manager (PM) in translation agency in Łódź between years 2008-2015 and feedback from other PMs (Agata Sadza, Translateria; Jakub Pięciński, Lionbridge). use. Especially so when Pym’s (2003) idea of translator as a language-service provider is considered. The need to update the list is also clearly visible through the prism of client expectations, as described by Risku, Pein-Weber and Milošević (2016). Clients expect the work to be done and are not necessarily concerned with the process itself. Therefore it is up to translators to decide whether they want to work with their clients directly or indirectly through an agent (a translation agency), who will consume part of expected profit. It is a question of business specialisation: one can focus solely on translation as a freelancer or go one step further and become translator-project manager, undertaking larger projects that require translation, advanced client management, work distribution (management of other freelancers), document handling, and quality assurance (Sikes, 2011; Straub, 2013; Risku, Pein-Weber and Milošević, 2016). The proposal of updated list of computer application in translation (as language-service provision) can be found in Table 3 below. Bowker (2002: xxii) argues that “in its broadest definition CAT technology can be understood to include any type of computerised tool that translators use to help them do their job. This could encompass tools such as word processors, grammar checkers, e-mail, and the World Wide Web (WWW).” Building upon this thought, we can say that any technology-based tools that help to translate can be called CAT. Alas, such approach may be too broad. Therefore, Bowker proposed to differentiate skills between human translation (HT), computer-assisted translation (CAT), and machine translation (MT). Table 3. Bowker’s overview of technology used in translation HT • Word-processors • Spelling and grammar checkers • Electronic resources (e.g. CDROMs) • Internet (e.g. WWW, e-mail) CAT • Data-capture tools • Corpus-analysis tools • Terminology-management tools • Translation memories • Localisation and Web-page translation tools • Diagnostic tools MT • Machine translation systems Some of the technology mentioned in the table above reaches beyond the area of translation, as anyone can use OCR tools to digitalise documents, for example. What is more, the list is not, and will never be, complete as it is dictated by demands of the market and the ever-evolving image of the translator as a language-service provider (Pym, 2003). Chapter 3. Translation competence 41 While such approach seems valid, the goal of the list below is to combine skills of the translator (i.e. ones which facilitate, or enable, in extreme cases translation) and of a language-service provider. It has been compiled from personal experience as a translator, and the list of computer skills found most desirable in apprentices who wanted to undergo an apprenticeship in the translation agency the author worked in13: Table 4. List of translator-relevant computer competence skills AREA OF EXPERTISE SKILLS Computer hardware rudimentary computer handling (storage devices; Internet connection, e.g. in client’s office; etc.) advanced computer tools handling (simultaneous translation equipment handling) text-formatting (word-processors; preparing proper, high-quality source for translation) handling various file formats (identifying file extensions and opening software; document conversion) handling optical character recognition (OCR) systems online sources (terminology, machine translation, online file converters, etc.) CAT systems (use of, translation memories, term bases, server projects, CAT revision tools) localisation software subtitling software DTP and graphic software quoting of documents (processing character-, line-, or wordcount; CAT-based document analysis and pricing) e-mail based communication (presenting quote to a client; processing orders; processing complaints; establishing a strong business relationship with the client) marketing company management (e.g., invoicing) Computer software Service provision The list presented above denotes certain areas of expertise since the expanse of the Internet, the amount of different software available on the market, and new demands put on translators every day would make it impossible to name and discuss each and every aspect of TCC. Nevertheless, some examples should be given so as to provide insights on what these categories include and how they correspond to the notion of translator’s computer competence. 13 Project manager in Translateria Translation Agency, 2008-2015 Hardware: Rudimentary computer handling Rudimentary computer handling, as the name suggests, is all about handling physical tools a translator may require. It is a set of skills allowing to operate storage devices (USB sticks, external drives, CD-ROMs, and more). Apart from that, especially in case of interpreters providing services on location, it may be required to know how to handle various types of computers and keyboards (e.g. PC vs. Apple), how to establish wired or wireless connection to the Internet at client’s location, and so on. A translator has to be versatile and always prepared for the unexpected, especially when an interpreting job turns out to be an interpreting-translation-and-consultancy job. The way translator handles him/herself on such occasions is a testimony of his experience, and contributes to his/her professional image. Hardware: Advanced computer handling Interpreting jobs require translators to use external equipment that allows for the process of translation to take place. It does not really matter whether it is consecutive or simultaneous interpreting, the interpreter involved has to be aware of what equipment is necessary, how to operate it, and what optimum operating conditions are. In theory, events requiring the assistance of a simultaneous interpreter are always covered by a specialised company providing both equipment and support. In practice, at least in Poland, it is not always the case and the interpreter has to use his/her own judgement and experience to provide the service in the first place. Software: Word-processors and importance of advanced formatting techniques Text editing, or more particularly text formatting, denotes a set of skills that are primarily concerned with visual aspect of translation. In the 21st century all of translation is done using computer software, the most basic and widespread of which are word-processors (MS Word, LibreOffice’ Write or Apple Pages, to name a few). They are the most basic tools needed to perform “written” translation. Whereas some, especially older generation, of translators are nostalgic about using a classic typewriter for everyday work, the demands of the market (short deadlines, the universal requirement to deliver translation almost instantaneously after it is completed and the fact that the target translation should be editable [for review and proofreading purposes]) make it virtually impossible to use anything else other than a computer for the job. Chapter 3. Translation competence 43 In fact, a translator is no longer a person who only translates a given text. The definition of the profession shifted from a pure linguist to someone deeply involved in cultural and technical communities. Pym (2003: 491) suggests that today the “languageservice provider is currently the most apt” name for the profession. What does it mean? Well, in the case of text formatting and using word-processors, it means that translators are frequently required, depending on their assignment, not only to translate but also to edit and improve on the original visual aspect of the text so that it looks neat and tidy (professional) and can be used by its owner (the client) with no further work involved. Clients often expect translators to improve on the visual aspect of the document. As a result, language professionals frequently have to deal with sloppily written and formatted documents which require not only visual but also content improvement. It could be argued that it is not the role of a translator to alter the document in order to improve it contentor visual-wise. Yet, we should not forget the above-mentioned claims. Today the profession requires more flexibility, especially that clients tend to appreciate all-in-one package services (translation, proofreading, editing), most commonly provided by translation agencies (see Sikes, 2011). Such translation can then be used “as is”, i.e. as an end product. What is more, it seems only natural to say that if a translated document is formatted in the same way as the source text, the client is more likely to ask for another translation in the future. Therefore, despite the fact that computer-assisted translation tools and machine translation solutions do receive more and more recognition, word-processors still constitute an unshakable foundation of a translator’s workshop. Moreover, if we take into account the fact that a significant number of projects involve translation from noneditable content (JPGs, PDFs, CDRs, and other graphical files), the knowledge how to process the source in order to produce a successful end product becomes vital. Software: Utilising optical character recognition software and graphical solutions for regular and computer-aided translation Another set of computer skills that can be categorised as part of TCC are skills related to the processing of non-editable data, like images, for example. Although regular written translation concerns primarily editable content, a significant portion of the total volume of translation involves files that have to be either translated “on-the-fly” (i.e. source text is used for reference only and is not involved directly in the process of translation) or the translator may decide to pre-process them in order to use them in specialised software, like computer-assisted translation (CAT) tools. The latter approach has many advantages since it allows to benefit from the effort in the future. If a non-editable document is translated “on-the-fly”, all gained experience, terminology and knowledge related to a given topic will be stored only in the translator’s memory. When converted to the editable format and translated with the application of specialised software, like CAT tools, all that knowledge is safely stored on a computer and is ready for future use. A. Optical character recognition (OCR). OCR systems are frequently saviours in the case of large documents (manuals, contracts, etc.) which are delivered for translation in the form of a scan (e.g. PDF, JPEG or TIFF image). Basically, OCR software converts scanned image containing textual data into text and saves it as an editable file (Bowker, 2002). For someone who works with CAT tools, converting such a text to an editable format may be of crucial importance as it may turn out that they have translated similar document before and can use previous translations and solutions stored in a translation memory (TM). Competences involved in this case are twofold. First, the translator needs to have linguistic competence in order to analyse the document and decide whether they will benefit from its pre-processing on account of owned translation memory. Second, they need to know how to handle the conversion process itself. The conversion process will not be analysed here, though. Suffice to say that it may include cleaning, straightening, brightening, graphical editing of the original, followed by proper application of the OCR Software (Abbyy Finereader, OmniPage, Readiris, and more) and final post-processing (addressing conversion issues, further cleaning, spellcheck, fixing layout, and more). Knowing which document is suitable for conversion, what problems the converter may find and how to address them (before, during and after the process) are very handy assets indeed. B. Graphical solutions in translation. Another skill to be mentioned in this section is related to the ability to edit graphical content in a translation package. Following the idea that a translator is a language service provider, we may ask what happens when one is to translate a project which contains elements which cannot be edited in a conventional way (i.e. in a word-processor). Examples here might include posters, flyers, brochures, static Internet content and so on. Both Chapter 3. Translation competence 45 personal experience and feedback from project managers working in translation agencies show that consciousness of the translation workflow among clients is low and translators often have to deal with PDF, JPG, PNG, TIFF formats (the four given here being just a few examples), the content of which is fixed. It is rare for clients to send already extracted textual content for translation (instead of plain images). As was mentioned above, clients tend to expect full service (Pym, 2003; Risku, Pein-Weber and Milošević, 2016). Therefore, in such a case translators face basically two options. They can either translate the content “on-the-fly” and outsource the graphic editing part of the job or they can edit the source file using specialised software (Adobe Photoshop, CorelDRAW, Inkscape, Adobe Illustrator, and so on) in order to provide their client with the ready product. Both options have their advantages and disadvantages. Table 5. Advantages and disadvantages of outsourcing graphic editing • • • • • • TRANSLATORS OUTSOURCE TRANSLATORS EDIT GRAPHIC GRAPHIC EDITING SOURCE THEMSELVES Advantages No need for sophisticated skills No need for specialised software Time saved on editing can be used for other pure translation projects Disadvantages Risk of errors in the final document as most DTP (desktop publishing) specialists are not language professionals and may not be proficient in source/target language Part of the total remuneration is spent on DTP services Translators have to depend on time and skills of third parties, which may have an influence on the final deadline. • • • • • Advantages Full control over content modification The translator keeps entire remuneration Full control on overall progress of the project development and deadlines Disadvantages Need to acquire specialised skills and software, some of which can be very expensive DTP is time-consuming The distinction presented above clearly shows that graphic (or DTP) computer skills are entirely optional for a successful translator. True, they give more control over the process, but time and financial requirements to employ those may turn out to be too high to justify their worth. Nonetheless, other than that it is worth to consider them as they may turn out to be extremely beneficial in the long run. Software: Computer-assisted translation (CAT) systems In the previous section, it has been established that some skills (like DTP, for instance) are entirely optional for a translator. Such statement is true, but only if we put it in a right context – the market demand. In this particular case, it may turn out that the number of jobs involving DTP is relatively low (many clients being DTP agencies who need translation and not the DTP service) and not worth investment. On the other side of the spectrum are tools which not only facilitate the process of translation but, frequently are mandatory to be given a translation assignment (e.g. due to client requirements) (Christensen and Schjoldager, 2016). The latter group includes CAT tools (memoQ, Memsource, Trados, Déjà Vu, Wordfast, to name a few). The idea of CAT tools is that they are computer programs that allow to create databases (translation memories) which store all our translations (aligned into segments on sentence-level) and allow to speed up translation process and increase translation quality through translation memory-based propagation of existing translation memory entries. CAT tools will be discussed in detail later in the course of this book. Software: Importance of high-quality source documents for translation This section combines skills mentioned in the previous three sections, but it is nevertheless important to touch upon the issue of the quality of the source documents, especially in the context of utilising CAT tools. It was mentioned before that the source documents submitted for translation are frequently far from ideal. They can be non-editable, partially non-editable or their formatting may be messy. All of these issues are irrelevant when translation is done “onthe-fly,” i.e. without the use of specialised software. Yet, in the case of a CAT tool the form of the source document has tremendous importance. As was mentioned before, CAT tools rely on translation memories, which in turn rely on proper segmentation. If a translator processes a source which cannot be cleanly divided into segments, then the translator risks being not able to use the TM (or use it in a limited scope) for future translations due to mismatches in the database, e.g. Chapter 3. Translation competence 47 Figure 5. Example of bad segmentation in memoQ It the example above we can see that the sentence “Adjust the pressure regulating valve through the full range up to 7.5 tonnes and reduce the load to zero again before toolsetting” was divided into two segments. In this case, the source – a scanned manual – was converted to editable form using Abbyy Finereader, an OCR tool. Due to poor visual quality of the original, some errors occurred and “artefacts” were introduced in the editable copy. When imported to memoQ, a CAT tool, the sentence was divided into two segments between ”-“ and ”^” characters. Such division forces the translator to translate two separate segments instead of one. This may result in the programme not finding a correct match in the database when translating a similar document in the future, thus making the entire process pointless. Of course, it is possible to “fix” segmentation from within the CAT tool, but it is a complicated and time-consuming process (when the entire document is taken into consideration) which should be limited to a minimum, if possible. Therefore, a successful translator should know relations between word-processors, OCR systems and CAT tools so that they know how to work with the source document at each stage of the process of translation. Successful pre-editing of a document may significantly contribute to the overall speed of the actual translation, at the same time assuring that segmentation will be very precise. CAT tools became standard elements of translator’s workshop. Therefore, they should be utilised to their fullest extent and it is up to the translator to expand their computer competence to such a degree that they can utilise all features of the CAT tools, producing reliable resources (TMs) for the future use. Software: Software localisation The process called software localisation denotes the adaptation of a software product or a webpage to the linguistic, cultural and technical requirements of the market the software is addressed to (e.g. Esselink, 2000). The process includes a broad range of activities involving a significant number of both translation and computer skills. Language Scientific, a leading US-based technical translation company, lists the following major steps in the software localisation process: • Preparation of Files prior to Localization • User Interface Localisation: Translation and Adaptation of User Interface • User Interface Localisation: Testing and Delivery • Localising Online Help and Translating Documentation • Client Review and Implementation of review changes • Update Translation Memory, prepare for the next software release (Language Scientific, 2016) Each of these steps requires a translator to employ a range of skills, the majority of which are not related to the linguistic process of translation. These involve handling the localisation software, project management, software engineering, testing and desktop publishing, to name a few. Due to its complexity and amount of labour required, it is rarely the case that a translator works alone on a project, unless it is a relatively easy task of translating a small website. Such an “easy” task can be extremely demanding for an individual translator who is required to do everything himself, be it editing of XHTML code or extracting content strings from a computer database, for example. In the case of larger projects, the process is always run by a development team consisting of a wide range of specialists. Nevertheless, in order to produce accurate translations that can be used within the project (a number of restrictions apply which have to be taken into consideration), a translator has to be aware of other processes running in parallel to the translation itself. Some issues cannot be resolved by other specialists, who are not language professionals and do not have language expertise. Therefore, it is up to the translator to employ their computer skills in order to achieve the satisfying effect. It is especially so due to the fact, that unlike regular translation, which is performed on the basis of a finalised source document, software localisation often concerns the actual development of the given product (so as to enable simultaneous release in a number of languages). It is important to note that software localisation is a process which aims to produce a product that has the feel of one originally written and designed for a given market. SDL Translation Zone (2016) lists a number of points that have to be considered, as well as the language, in order to effectively localize a software product or website: measuring units, number formats, address formats, time and date formats (long and short), paper sizes, fonts, default font selection, case Chapter 3. Translation competence 49 differences, character sets, sorting, word separation and hyphenation, local regulations, copyright issues, data protection, payment methods, currency conversion, taxes. All of these issues have to be taken into account and then used within a highly structured localisation project, involving the cooperation of many specialists and employing a number of computer skills that are required for the process of localisation to be a success. Software: Online resources Widespread globalisation and easy access to information virtually from anywhere force modern translators to rely heavily on the Internet, which is filled with information and tools that language service providers require every day. To use the Internet or not is no longer an option, it has become a necessity – starting with exchange of communication between translators and outsourcers, through mining for terminology in online dictionaries and professional forums, to working on online translation projects (CAT tools), the translator has no other choice but to accept the fact that we are surrounded by information technology and have to use it. What is more, as of 2015, 1st year BA students coming to study translation were born between 1995 and 1996 and, as a result, they grew up in the era of the Internet. For these people, who plan their professional career as translators, the Internet and its vast knowledge repositories are quite obvious resources. In many cases, they do not have to acquire new skills in this respect but rather to refine those they already have. Paradowska (2015) agrees with Gambier (2009) and Gouadec (2007) that one of the most important resources for translation is the Web itself and, as a result, web searching skills are of utmost importance to any professional translator. It fits perfectly into the multicomponent PACTE and EMT models of translation competence. Web searching, or web behaviour, can be defined as “performing goal-driven actions aimed at meeting information needs for translation problem solving” (Enríquez Raido, 2014: 62, cited in Paradowska, 2015: 227). Translators search for terminology, user manuals, working descriptions, etc. using information retrieval systems, like widely accessible search engines. It is a repetitive process as the same query may be placed in different contexts. Yet, “most search engines present similar interfaces allowing people to submit a query, receive a set of results, follow a link, explore the information, and [if not satisfied – MK] modify the query.” (Choi, 2010: 1). It is worth noting, however, that although user interfaces of modern search engines are similar and the same queries may be entered in most of them, the results they provide may be different due to different systems and algorithms working in the background. Knowing how to ask questions, and refine our queries, is a skill few professional translators would neglect. Software: Utilising machine translation in regular (non-CAT) translation Machine translation, which has been discussed in detail in chapter 2 of this book, is the kind of asset everyone has heard about, but few people have used it. While MT plugins provide MT results in real time in CAT tools, regular application of MT in the process of translation is limited to one of the tools available one Internet (Google Translate, Yahoo Babel Fish, SDL FreeTranslation or WorldLingo). While these tools were designed for people with no working knowledge of a given language in order to allow them to comprehend online resources (e.g. translate foreign web pages), they are used also by students of translation (Paradowska, 2015) and, as a result, by graduate translators. Disregarding the application of such MT in professional translation, the knowledge how to use those tools may prove to be useful in comparative research and data mining from languages other than the language pair of the translation project. Service provision: Quoting One of the critical computer-related skills any translator should have is the ability to evaluate and quote a document. Depending on the tools a translator uses, the quote may be character-, line-, (word processor) or word-based (CAT tools). The price depends on many factors, all of which have to be considered before a quote is sent. Such issues as “urgency, emergency, language, the directionality of translation, complexity, special requirements in terms of hardware, skills, software,” (Gouadec, 2007: 214) or additional services may require final price alteration. What is more, the quoting itself may require extra payment. There are cases when a translator receives a JPG/PNG/TIFF/etc. file which cannot be quoted automatically (due to the fact that none of these formats may contain editable text), and the translation order is price-dependent. Another example is a situation where a translator receives a contract with MS Word-added comments, and only the comments are meant for translation14. Such a situation does require a translator to know what software to use, and in what fashion, in order to determine the final price of translation. 14 A problem to be solved with the use of appropriate filters on import to CAT tools environment. Chapter 3. Translation competence 51 Service provision: e-mail based communication Although composing e-mails may, and well should, be considered a skill of communicative writing, it deserves to be mentioned aside other TCC skills. It is the final step before actual translation can commence. Therefore, it is important to list it as one of the computer-based service provision skills. It is how most translators contact their clients, a sort of a name card that a client associates with the translator. Hence, the import of e-mail communication, especially considering the fact that it may be also used to process complaints, if any. Service provision: Company management The last item to be discussed concerns a set of skills in computer handling, which covers the management of one’s own business, provided a translator has established his/her own economic activity. Pros and cons of such solutions are a topic for another discussion. Suffice to say that those who do run their own company have to handle invoicing software, project management software, and probably the basics of HTML or CMS15 in order to market their own activity. It is yet another area of computer expertise that adds to the notion of translator as language-service provider. Considering the above-listed examples of computer sub-competences, one may wonder what the future will bring. Mackenzie (2004: 32) reminds that the skills we, translators, consider standard, or natural, to the process of translation, were not “imaginable in the 1970’s or early 80’s.” She also mentions marketing as one of the key competencies of a successful translator, as there would be no professional cooperation between the translator and a client, had it not been for marketing of his/her services. Therefore, it seems prudent to list these skills as crucial, if not critical, to a successful professional career, and use it either as a reference for self-study or as part of the curriculum in translation training programmes. This way teachers can “prepare students for working life by giving them at least an introduction to these realities” (Mackenzie, 2004: 33). The issue will be discussed further in the next chapter which focuses on the development of translation competence, translator training, and translation strategies. 15 Content Management System, e.g. Wordpress, Drupal, Joomla. Michał Kornacki 52 Chapter 4. Translator training The previous chapter discussed the notion of translation competence and how it shapes the translator. The discussion would not be complete, however, without an overview of how translation competence can be developed, how translators are trained, and what translation strategies they apply, both in training and in the professional career. 4.1. Developing translation competence The development of translation competence is a process that raises many doubts among experts in Translation Studies. In the following section, an attempt will be made to outline how translation competence can be acquired and developed. 4.1.1. Translation competence acquisition model The PACTE (2000: 104) model presented on the next page is based on the PACTE group’s revised model of translation competence. It assumes that everyone has innate pretranslational competence that serves as a starting point for future development. Next, through experience and learning strategies, sub-competencies are developed, integrated, and prioritized depending on a given specialization or other conditions, specific for individual translator (specific client needs, etc.). Once the sub-competencies are developed, a trainee translator enters novice stage. The PACTE Group comments: Thus, the novice stage in the development of translation competence could be defined as the stage when the sub-competencies have been acquired, at least partially, but they do not interact with each other. Therefore, the development from novice to expert is not only a question of acquiring the missing subcompetencies, but also of re-structuring the existing sub-competencies to put them at the service of the transfer [competence]. (PACTE, 2000) The development of sub-competencies results in accumulation of declarative knowledge. However, what is more important, it opens the way to the restructuring of existing knowledge and mastering it (PACTE, 2000). Chapter 4. Translator training 53 This model of acquisition of translation competence is in accordance with the Schneckenberg & Johannes (2006) Steps to the Acquisition of Competence. It starts with information. The information, through networking, turns into knowledge. If the knowledge can be applied in live context, then it is an ability. An ability mixed with attitude (motivation and right values) leads to action. If an action yields a desirable result, it is competence. Competence combined with responsibility leads to professionalisation (Schneckenberg & Johannes 2006: 30). Figure 6. The PACTE group’s translation competence acquisition model Although this model was proposed as an outline to research on eCompetence in higher education, it does seem valid in the context of translation competence, since it confirms the PACTE model of translation competence acquisition. By developing subsequent subcompetencies and practising translation, a trainee expands his/her knowledge, adding new skills and adjusting old ones. Once and the sub-skills are in place, the final refinement may commence. Michał Kornacki 54 Figure 7. Steps to the Acquisition of Competence (Schneckenberg & Johannes 2006: 31) 4.1.2. Pedagogical perspective According to Marczak (2016), translation competence models can be categorised into pedagogical models (see Schäffner & Adab, 2000), revolving around the problems found in the translator education process, and empirical models (see PACTE, 2003), which have been verified empirically. Since the latter group has been discussed before, let us take a closer look at the pedagogical approach and see how translation competence develops. As was mentioned before, translation competence is acquired through a combination of learning strategies used to develop and refine sub-competencies (PACTE, 2003). The process should be goal-oriented in the sense that the goal of each translation course is “to train students to reach a level which will allow them to join the professional market as novices and once there, increase their specialisation depending on the field in which they find employment” (Way, 2000: 132). Although some students of translation may prefer to translate lyrics or comics in the classroom, such fields of expertise will not yield acceptable financial return when translation becomes the main occupation of a given individual. Therefore, any translator training process should be focused on real-life translation assignments that constitute main bulk of translation jobs offered on the market. Kiraly (2000: 122) remarks that authenticity in the translation classroom is critical to any result-oriented translation programme. Only by working on authentic assignments do students develop proper habits in translation. They know what to do and how to deal with any potential problems. What is more, they know what problems to expect. Thus, they develop their translation sub-competencies, and are able to refine them through the Chapter 4. Translator training 55 exercise with texts that they may be asked to translate in the future. Such exercises may include a broad range of documents: • official texts, like arrest warrants or financial statements, for example. Even though these documents are frequently bound to be translated by sworn translators in order to be officially recognised, it is a widespread practice to subcontract such assignments to regular translators and authenticate them after translation16; • business texts, e.g. leaflets, reports, statements, official correspondence, and more; • technical texts, e.g. manuals, product description and specifications, and more; • specialised texts, e.g. medical papers, reports, summaries; art, and more; • regular documents, e.g. correspondence, marketing, and more; • other texts, depending on trainer’s experience; A sample real-life scenario may require students to respond to a client requiring short translation in an express mode (order and delivery on the same day, frequently under two hours), and fulfil the order. Such projects are often initiated by phone, which can be conducted in a group. The trainer becomes the client and raises the issue. Students are required to come up with all possible questions that may help them with processing the order, providing the client with all vital information, e.g. price, or special conditions, at the same time. Once the trainer is satisfied that students covered all areas, students may commence with the translation. When finished (texts are selected based on their difficulty and length so that students can translate them under one hour), translation is delivered to the client by e-mail for checkup. A short discussion follows. The entire scenario should fit within one class session. Depending on the course, it is welcome to introduce followup exercises, e.g. processing client’s complaint to the provided service (translation quality, communication errors – no translation received, etc.) in order to allow students to deal with the problem individually or in groups. Unfortunately, the scope of authentic scenarios to be conducted in class is limited by time constraints, and many of them have to be home based, with no immediate feedback from the trainer. Schäffner (2000) argues, that although post-graduate translation courses are quite common, they are usually time-limited (majority are one-year courses) and focus on specialised translation skills, taking language competence for granted. Thus, not all sub16 Based on own experience as a translator and project manager in a translation agency Michał Kornacki 56 competencies have sufficient time to develop, and some skills are rather hinted at than used in practice. Schäffner (2000: 146) reminds that (…) translation competence is a complex notion which involves an awareness of, and conscious reflection on all the relevant factors for the production of a target text that appropriately fulfils its specified function for its target addressees. Such competence requires more than a sound knowledge of the linguistic systems of L1 and L2. In addition, it involves, at the very least, knowledge of communicative and text-typological convention in the source and target language cultures, subject and culture-specific knowledge, and (re)search skills.” Thus, it seems valid to claim that the translator training process should start at an undergraduate level. It does not mean that a person cannot reach expert level in translation if the training is taken after graduation (or any point of life for that matter). The author believes that sufficient determination allows any individual to reach expertise in any field. However, when student training and market conditions are considered it seems prudent to say that the earlier the start, the better the effects are. In accord to what was said previously, in order to achieve full translation competence, a number of specific sub-competencies must be developed. Below the author presents a number of competencies following Schäffner’s (2000) division. As will be seen, they can be found in translation competence models proposed later by PACTE (2003), EMT Expert Group (2009) and TransComp (2009), although not always as separate sets of sub-competencies. Development of linguistic competence in the languages concerned develops mainly through language skills modules and focusing on linguistic structures, as well as communicative use of language. Schäffner (2000) reminds that translators should be equally competent in L1 and L2. Therefore, stress needs to be put on basic linguistic concepts (morpheme, word, syntax, etc.) and semiotics. Attention to mother tongue is critical to the development of the linguistic competence since the form of translation courses, which are foreign language-oriented by definition, poses a risk of neglecting one’s own native language, thus developing gaps in knowledge and lowering its quality. Fenyő (2005: 71) defines translators as “bilingual mediators who mediate not only between languages but also between cultures.” Therefore, cultural competence, or general knowledge about historical, political, economic, and cultural notions concerning a given country, can be regarded as an essential part of the translator’s competence since Chapter 4. Translator training 57 it allows for the cross-cultural transfer to take place. The cultural competence develops through course modules devoted solely to this type of knowledge. The knowledge about text types, genres and general conventions and regularities governing written text in a given language, can be referred to as textual competence. This type of competence develops twofold. On the one hand, students learn how to structure text depending on its type and target audience (Schäffner, 2000). The communicative purpose of the textual message is paramount at this stage of development. On the other hand, it is vital to practice written translation on the basis of authentic texts (Kiraly, 2000; Way, 2000) which allow students to learn types, forms, and formats of documents that require professional translation. Although global market demands are paramount to develop skills required to translate most common types of texts on the market, Way (2000) suggests that each translation course should include a variety of other texts in order to provide students with a general understanding of the market. The development of domain/subject specific competence, or knowledge of the relevant subject, or area of expertise, is time-constricted. It is developed through exposure to various types of specialised texts which require translation. Since most translation programmes offer 3-year BA or 2-year MA studies, the amount of time that can be devoted to specialised texts is limited. Therefore, students primarily learn how to manage terminology (extraction, storage and retrieval, etc.) and use it in specific contexts. The development of this competence takes place mainly outside a classroom, and through personal experience. Neubert (2000: 9) argues that a successful translator does not have to be an expert in a given specialised field. It is important, however, to know where to look for information, how to find it and “succeed in the process of information transfer and communication” (Martínez and Fabler, 2009: 92). (Re)search competence covers the problem-solving capability of a translator. It allows to predict, evaluate and solve translation problems using previously developed strategies. It can be developed by exposure to translation assignments which require logical and creative thinking. Such scenarios force students to search for, or come up with, strategies that will allow them to deal with the problem. Again, this competence develops mostly outside the course, during real translation projects. Classroom can give students some basic guidelines, which have to be refined later, when applied to real commercial assignments. Similarly to the 2003 PACTE model, the list provided by Schäffner (2000) and presented above includes transfer competence as critical to the translation process. It is Michał Kornacki 58 unique in that it alone is “specific to translation and integrates all other sub-competencies. It refers to the ability to produce target texts that satisfy the demands of the translation task” (Schäffner, 2000: 148). Combined with the (re)search competence, the two contribute to the overall translation competence the most since they cover procedural knowledge. While this competence can develop on its own through translating, it is worth noting that course-delivered guidelines may speed up the process and provide a novice translators with insights for the future. Such approach may ultimately turn out more valid than learning from one’s mistakes. The outline presented above attempts to identify lead competences and hint at how they can be developed. Academic scholars raise questions regarding the purpose of division of translation competence into several sub-competencies. Malmkjær (2009: 122) asks whether it is “useful to include so many features as part of translation competence.” and why “so many scholars of translation competence proceed in this fashion.” Pym (2003) suggests that either it is related to the need “to establish the discipline as something separate from linguistics and language training” while Malmkjær (2009: 125) theorises “that people include so many features in the definition because the task of a translator is indeed very complex.” The main problem with translation competence is that it is not something constant. It changes, evolves, constantly adapts in order to accommodate market demands and new resources available to translators. What is more, the existing models of translation competence (PACTE, 2003; EMT, 2009) are inadequate in terms of translation teaching (Piotrowska, 2015). Piotrowska argues that translation pedagogy “remains peripheral and enjoys less of a prestige in comparison to more theoretically-oriented sub-branches of the discipline” (idem: 20). She argues that most translation educators are not trained to teach translation as a profession. While the theoretical approach has always been regarded with great esteem by language scholars and course designers, it is the practical approach that attracts students to translation courses17. Both Kiraly (2014) and Piotrowska (2015) agree that static model of a translation course, with teacher as an instructor and student a passive learner, has become obsolete. The pace at which local and global translation markets change requires ingenuity, creativity and adaptation from a translator. A translation course that utilises static, or linear, progress in developing translation competence may be informative, but, ultimately, 17 Based on interviews with the 2nd year BA students of English at the University of Łódź, at the inception of their translation programme. Chapter 4. Translator training 59 it is too slow for students to develop traits that will allow them to survive professional competition after graduation. A model where the teacher is a supporter, nudging students to learn how to discover solutions to problems, and refine them after successful application, is needed. Kiraly and Piotrowska (2014) call for such innovation in translator education, especially considering the fact that with no established teaching programs for educators, translation teachers have to rely on their own experience and common sense. While such situation has its advantages (for students learn actual real-life scenarios) it relies too heavily on the skills of an individual educator. Lack of standardisation may result in lower quality of certain courses. Especially, if we follow Kiraly and Piotrowska’s (2014) “emergent curriculum” idea, which revolves around purposeful, dynamic, and ever-changing nature of the learning process. Such approach has the potential to activate students to deal with unpredictable learning An emergentist view not only allows but requires teacher to climb down from their pedestals of authority, and it implies an obligatory change in their roles from distillers and transmitters of knowledge to guides and companions on the student’s road to experience. Syllabus design is no longer a task to be accomplished by a teacher alone prior to the start of a course; it becomes a tentative plan that emerges with new challenges and unexpected turns, and one leading to unpredictable goals as a course progresses. (Kiraly, 2015: online resource) As can be seen, such problems as translation competence, its acquisition, and development (both from student’s and educator’s point of view), are difficult to evaluate due to the constant change of demands placed on translators, as well as point of view. The emergentist view, proposed by Kiraly (2015), shows that although such translation competence models as that of PACTE (2003), EMT (2009) or TransComp (2009), can be regarded as milestones of translation competence discussion and are highly successful, a new learner-oriented approach is required. Kiraly and Piotrowska (2014) observe that there are several issues with the competence-based approach to translation competence, especially different understanding (or distribution) of sub-competencies. Rather than seeing competence as discernable products, that is fragmented skills and knowledge, the underlying conceptualisation is that both learning and competence are Michał Kornacki 60 holistic and autopoietic (dynamic, unpredictable, self-generating and self- maintaining) processes. (Kiraly and Piotrowska, 2014: online resource) In order to address the issue, a new model of translation competence has been proposed at the School of Translation, Linguistics and Cultural Studies (Fachbereich Translations-, Sprach- und Kulturwissenschaft18 – FTSK), Johannes Gutenberg University Mainz. Figure 8. A Model of Emergent Translator Competence (Kiraly and Piotrowska, 2014) 18 http://www.fask.uni-mainz.de/ Chapter 4. Translator training 61 According to Kiraly and Piotrowska, the model of emergent translator competence was partially inspired by the view of competence acquisition proposed by Stuart and Hubert Dreyfus (1980). But also by complexity theory, which has come to inform a post-modern understanding of learning as a largely autopoietic (i.e. self-initiating, self-sustaining and perpetually dynamic) process of becoming – rather than a static set of learnable facts and piecemeal skills: (Kiraly and Piotrowska, 2014: unpaginated). The model presented in the Figure 7 is built on the concept of a number of sub-competencies gradually merging over time into a single super-competence (suggested earlier by Wills, 1982; Pym, 2003). The approach can be considered evolutionary. It is based on sub-competencies, which can be developed and refined over time, and takes into consideration existing structures within institutions. However, it rejects typical cause-and-effect relationship between teaching and learning, proposing instead that “learning is a holistic, emergent, self-perpetuating and embodied lifelong process that proceeds both within the individual and within communities of practice at different levels” (Kiraly and Piotrowska, 2014: unpaginated). The shift from instruction to discovery in translator’s development should eventually allow for the development of super-competence (i.e. “a unified capacity or capability for professional, expert and flexible workplace performance as the learner progresses (…) towards their more advanced levels of proficiency, expertise, and mastery” (idem). Of course, the model has yet to be thoroughly tested, but it appears convincing from the perspective of translator education. The development of translation competence is a process, and, therefore, has to be treated as such. Nonetheless, earlier reflections on the issue should not be forgotten. They bring insights from the history of translation discourse that should be considered even today, when technology opens new ways of development. That being said, the paramount role of pedagogy is emergence and development of competences should be recognised. While many skills can flourish without any external influence, market-oriented tuition is vital to achieving long-term goals of any translation trainee (qualifications to become a successful professional) (Piotrowska, 2015). Multiple competence-based approach to translation competence, suggested and discussed by no small number of academics and researchers so far, has generally been accepted and forms the basis for future discussions. It is doubtful, considering what has been mentioned above, that one fixed model of translation competence will be formed due to ever changing expectations of the market, development of computer technologies (e.g. MT) and the role of the translator in modern society. Michał Kornacki 62 4.1.3. Creating technology-oriented translation course Understanding how translation competence is organised, and how individual subcompetencies interact with each other is paramount in order to plan and run a successful course. A technology-oriented translation course poses a greater challenge due to a number of reasons. To start with, basic requirements for such course are quite high. Students have to be able to use a computer laboratory with enough workstations for each student to work individually. “The very fact that each student has immediate and direct access to a complete set of electronic tools obviously promote the integration of extensive hands-on experience in the classroom” Kiraly, 2000: 126). Secondly, the organisation of the course is much more difficult. By default, the technology course will require students to work with data provided by the teacher. While the regular course can rely on printed handouts, the same cannot be applied to a digital class. Therefore, the teacher has to incorporate a learning management system (LMS), like Moodle for example, in order to share class resources amongst students. Other options include sharing via cloud drive, or running own website with all the required resources stored locally on the website’s server. Such approach grants the teacher maximum flexibility in creating the layout and distributing the content of the course. However, it requires considerable IT (website creation, file uploading via FTP) and content management experience. Of course, an ideal solution would be to have all the computers in the lab networked, and open to the teacher’s workstation. However, as experience shows, it cannot always be achieved due to technical problems, or simply, a local IT policy. Kiraly (2000: 126) suggests “a relatively inexpensive alternative to the multiworkstation arrangement” in the form of an overhead projector linked to the teacher’s computer. Such solution allows students to see visual instruction and learn through a presentation. However, such approach is hardly collaborative and does not allow students to practice presented skills immediately after they were presented. While this solution may be appropriate for a regular translation course, a course devoted to technology in translation will not be successful without proper tools to work with. Method of instruction For a course to be successful, appropriate methods of instruction have to be selected. Kiraly (2000) chooses four models of interaction with students, proposed earlier by Chapter 4. Translator training 63 Paulson and Paulson (1992) and Paulsen (1995), that can be used in the computer classroom: 1. One-to-many, in which communication takes place between one teacher and a group of learners (e.g. in online lectures); 2. Many-to-many, where communication takes place between learners (with or without a teacher as moderator), in the form of discussion, role-play activities, brainstorming and project groups. 3. One-to-one, in which communication takes place between one teacher and one learner, or between two learners (e.g. online peer tutoring, or e-mail tandems); 4. One-alone, involving autonomous learning with the help, for example, of online databases and journals, online applications and software libraries, and news groups. (Kiraly, 2000: 127) The order of the models is not accidental, as it reflects stages of competence acquisition which allows learners to ascend the ladder of competence acquisition in their pursuit of mastery. The ladder, or “scaffolding,” as Kiraly names it, can be visualised thus: >>>LEARNING>>> GRADUATE Students mastered the content provided in-class and are proficient enough to identify, find, and process additional information (e.g. from the Internet) when necessary Students are proficient enough to undertake individual assignments. The teacher provides one-toone assistance if needed. The theory is put into practice while students work in groups in order to achieve the desired goal. The teacher acts as a moderator. Novice learners are introduced to the concept of computer-based translation through instructions and lectures provided by the teacher. NOVICE Figure 9. The ladder of competence acquisition One-to-many method, the first model on the list above, represents purely transmissionist method of teaching. It includes pre-recorded knowledge (either a lecture or video presentation, e.g. on YouTube) to be delivered to students, whose role is to listen and Michał Kornacki 64 process the knowledge presented. During in-class activities, the teacher becomes a manager, or coordinator, encouraging groups of students, and helping them achieve desired goals. At the same time, the teacher receives first-hand experience of what students know and how they react to the previously provided knowledge, and problems that may arise. In addition, Kiraly (2000: 127) points out that this method may be especially successful in a diverse group of students with different starting skills, where it is necessary to “restructure [the course content] for the class as a whole” in order to reach pre-determined teaching goals. Due to the fact that the range of knowledge transmitted this way is limited, and new content can be added only to a small extent (e.g. expanding pre-recorded video tutorial may require too much time to be worth the effort), this method of instruction should be used cautiously (e.g. to fill in the gaps in students’ knowledge, and between students), “and followed immediately by, or interspersed with active student involvement” (Kiraly, 2000: 128). Such practice will not only allow students to learn by practice “what the teacher has just presented, but also go beyond it” (idem.). Many-to-many model is aimed to allow students to work in groups in order to develop strategies for dealing with complex, authentic tasks that they may be exposed to in the future. Students are required to show their individual expertise on group forum so that their insights may benefit the group as a whole. However, in order to simulate teamwork over a distance, students are required to communicate and collaborate online, using e-mail or communicators like Skype or WhatsApp. Currently, establishing a group chat poses no challenge at all and such class setting allows to practice translator-translator “communicative interaction at a distance, in the absence of many of the normal discourse and information-carrying cues like gestures and body language” (idem.). One-to-one model of interaction includes teacher-student and student-student exchange. In the first scenario, the teacher acts as a mentor supporting a student in tackling specific tasks, or providing individual feedback when necessary. This relation bears the risk of the teacher becoming an instructor which, at this step of the ladder, may be unproductive. At this stage, the role of the teacher is to support the student and suggest ways to overcome a problem, rather than providing the solution. The second scenario involves two students working on the same project, but pursuing goals of their own. Students may support themselves in order to achieve final success. Again, the model fails if one of the students becomes the instructor. Therefore, it would seem prudent to make an effort to pair students of equal, or at least similar, Chapter 4. Translator training 65 proficiency so that neither has visible advantage over the other. Unfortunately, it may be extremely difficult (and frequently impossible) to achieve due to physical constraints of the classroom and capabilities of students themselves. The teacher has to take into consideration their language proficiency, class-related skills, and character traits, which makes the task labourious and not 100% effective at best. One-alone is the final step in the learning process outlined above. When a student reaches the level of proficiency that allows him/her to carry out tasks covered in the classroom before, it is required to provide him/her with authentic tasks that will require them to use those skills in an entirely new context. It may be also referred to as adaptation. The profession of translator is exceptionally demanding in terms of ability to find solutions to new problems and adapt to new conditions. Therefore, it is at this stage that students learn how to work alone, without the support of the teacher and the group, in order to achieve acceptable results (produce an acceptable translation). Kiraly (2000) points out that the sequence of instruction methods is not, and cannot be, fixed. It will change depending on the course content, the initial proficiency of a given group of students, and the overall progress of the course (some stages may not be present at all). Course content – static or dynamic? It might seem that most of the students coming to the university are computer-proficient. Real-life experience shows, however, that this is not entirely true. Students do have some working knowledge of how to handle a computer and an office suite. However, they use computers, and mobile devices for that matter, mostly for communicative purposes. As a result, using them for translation purposes may not be as obvious, as they think. In the previous sections, I proposed and described computer-based resources that could be included in translation curriculum. While some researchers believe that “basic” (e.g. document formatting) aspects of computer use may be discovered by students on their own (Bowker, 2002), the author’s experience as project manager at translation agency in Łódź, Poland, shows that the skills in question remain largely undiscovered even in freelance translator, not to mention students of translation, if not covered at some point of their education. Moreover, the fact is that it is the document formatting-related Michał Kornacki 66 set of skills that enables a translator to deliver successful translations on micro-level19. The importance of computer-based skills, even the most basic ones, has been outlined by Kiraly (2000: 130): Customers of translation services today can and often do expect to receive a professional quality text formatted according to their specifications. In many cases it has become too expensive to pass on a poorly designed and formatted text to a copy editor or secretary for revision – text layout is often part of the translator’s work. The translator-in-training must acquire a sophisticated set of computer-based skills in order to meet the demands of his or her future employers and clients. Therefore, it is critical to initiate students into the computer-based classroom and allow them to develop all the hardware and software skills that will enable them to enter the market after graduating successfully. As with any other course, it is important not to overload them with complex content from the beginning and structure the course content accordingly to their needs. It may be prudent to analyse initial skills of students in case the content of the course has to be refined (either to exclude some skills or to include new ones). The figure below presents a sample analysis of proficiency in text formatting that I use with 2nd-year BA students, attending Computer Application in Translation at the Institute of English Studies, University of Łódź, Poland. Test your knowledge of the most basic editing features of word processors This exercise is meant to test your initial skills in the use of a word processor (MS Word or LibreOffice Writer) Please follow the instructions below and carry them out. Once you are done, save the document and send it over to michal.kornacki@uni.lodz.pl Instructions: Change the margins of this page to 1,7 centimetres, add 1 centimetre as the gutter margin. Enter the month you were born here: *Right* justify this line. Use the align text right command, not the space bar. Center this line. Use the center command, not the space bar. Copy this line and paste it at the very bottom of your document (use keyboard shortcuts Ctrl+C Ctrl+V). Convert this line to bold face Convert this line to italics. Underline the word appears where it appears in this sentence. 19 Micro-level should be understood as delivering high quality translations, formatted according to customer’s wishes, in small numbers (e.g., by part-time translators). Macro-level would include bulk translations using CAT tools, done by professional full-time translators. In this sense, macro-level translation means staying competitive on the translation market. Chapter 4. Translator training 67 Underline this entire sentence. Use the numbering command to list 4 foods you like. Place the list under this line: On the numbered list you just created, change the numbers to lower case Roman Numerals. Use the bullets command to list 3 places you like. Place the list under this line: On the bullet list you just created, change the shape of the bullet to a black square. On the bullet list you just created, use the sort button to put the words in alphabetical order. Use the thesaurus command to change the word hot to a different word. Use superscript to change 6th, 7th, 8th & 9th so they are correctly formatted. Change all the text on this line to uppercase. Change the font face of this line to Cooper Black and change the size to 24 points. Green highlight the one word in this sentence that starts with the letter g. Insert an outside border around this sentence. Insert an outside border around the fourth word in this sentence. At the end of this line type the total number of words in this document. At the end of this line type the total number of paragraphs in this document. Add one level of indent to this sentence. Change font colour of the word colour to blue. Convert this line to small caps. Add a left indent of 5 cm to this sentence. Change the line spacing between the previous 10 lines to 1.5 line. Set a 5 cm, dotted tab to this line. Figure 10. Basic editing skills – evaluation20 Evaluated students are required to carry out the instructions in the document within a limited timeframe, save it and send it over e-mail to the teacher’s address. Their works are then compared with a pre-formatted template using “Compare” function in MS Word. Results show that most students have limited knowledge of word processor features that would enable them to format a document according to client’s requirements. This, in turn, leads to a question whether course content should be static or dynamic. Static content is pre-defined and does not change throughout the course. Everything is planned in advance and knowledge is passed on to students on the basis of a predetermined schedule. The main disadvantage of this approach is that no extra content is allowed and the teacher has to follow a narrow timeframe in order to discuss all the content. A dynamic course allows for greater freedom of the curriculum. While there is a list of goals to be achieved, the teacher can add extra content depending on group’s interests and proficiency. There is no fixed plan, just general outline of skills to be 20 Based on Formatting Frenzy exercise, published by Bristol Public Schools at: https://www.bristol.k12.ct.us/uploaded/memorial_ms/UA/Computer_Science/documents/Formatting _Frenzy/grade_8/Formatting_Frenzy_1.docx. Michał Kornacki 68 developed. The main advantage of this approach is that students may learn much more from their teacher if they only want to. The main disadvantage is that some goals may not be reached due to time lost on the extra content. What is more, depending on the university, in-house regulations may effectively make it impossible to run a dynamic course. If an academic institution forces a given course content on the teacher, there may be no room for extra (dynamic) content. However, if there is a chance to develop a course by oneself, it is worth to consider leaving some room in case there are requests from students for extra content. Such extra content may involve, for example, discussion on annotation in sworn translation as a bonus to a class on editing a document in order to retain the original layout. It seems that the best option would be to have a detailed static course prepared with enough free time slots to accommodate any extra wishes from the students. This way the teacher makes sure that students follow certain requirements and develop skills required to receive a positive final grade. At the same time, there is room to add extra content basing on individual needs of the group. Learning computer skills – examples Discussion on how to learn particular examples of computer-based applications is a subject too broad to cover here. Nevertheless, it is necessary to at least outline general areas of study. The first such area, according to Kiraly (2000), is research for translation purposes. The job of the translator is as much about looking for information, as it is about translating. Kiraly lists such resources as “mono- and bilingual dictionaries, (…) encyclopaedias, specialised reference works, internal company glossaries, parallel texts,” (2000: 133) as examples of tools that can be used to help the translator achieve goodquality translation in less time. Students have to know when, how and where to look for information and find relations as well as dependencies. A good example of research proficiency can be an authentic situation in which a client submits a hardcopy (or scanned image) of a technical manual, and wants to have it translated with the use of CAT tools (for the sake of obtaining a translation memory). For that to happen, the translator has to convert the file to DOCX file format and fix all possible conversion errors. The process is long since it requires significant post-processing of the converted document. A possible way to go around the problem is to look for that particular manual on the Internet. There is high chance that it is possible to find an editable version of the document online and Chapter 4. Translator training 69 use it (after content verification) in the translation job. The Internet contains vast resources and knowing how to identify and find them is an invaluable asset. Terminology and its management constitute the next important area to discuss. Saying that a translator has to know terminology may seem cliché unless we put it in a context. A translator translating for the EU, for example, has to know and use exact terminology, according to given standards. This stems from the fact that business has been largely internationalised over the last several decades, and some standards in information exchange are needed. These concern mostly terminology, the importance of which can be seen in the fact that European Union created a separate system for terminology exchange, called Inter-Agency Terminology Exchange (IATE). IATE is the EU inter-institutional terminology database system. IATE has been used in the EU institutions and agencies since summer 2004 for the collection, dissemination and shared management of EU-specific terminology. The project partners are: • European Commission • Council • Parliament • Court of Auditors • Economic & Social Committee • Committee of the Regions • Court of Justice • Translation Centre for the Bodies of the EU • European Investment Bank • European Central Bank (IDABC, 2006) Its objectives include: • IATE aims to provide a web-based infrastructure for all EU terminology resources, enhancing the availability and standardisation of the information. These resources include any existing data compiled by the participating organisations and the three major existing databases (EURODICAUTOM: the European Commission's multilingual term bank born from two existing lexicographic tools, the Dicautom and the Euroterm; TIS: Terminological Information System of The General Secretariat of the Council of the European Union and EUTERPE: Exploitation Unifiée de la Terminologie au Parlement Européen or 'European Parliament onestop terminology management system'). Michał Kornacki 70 • IATE was also developed to serve as a vehicle for the application of advanced language processing technology to multi-lingual terminology management. • It aims to support interactivity through the provision of: ➢ The possibility for a user to carry out modifications and add entries directly to the central database; ➢ In-built validation procedures to ensure quality; ➢ The development of management and reporting tools; ➢ A messaging system to be used as a communication mechanism between the actors in the terminology workflow. (IDABC, 2006) The above shows the importance of terminology management, whether it is a small corporation or a union of states. A translator can only benefit from using terminology management software or accessing an external database. Of course, there are many solutions available on the market, both commercial and open-source. At the University of Łódź, students practice skills included in this category through Termbases feature of memoQ CAT tool. Students learn the importance of terminology, how to construct their own specialised termbases during the process of translation, how to create termbases depending on the resources provided by a client (e.g. word lists), as well as to look for terminology on the Internet, download and process it, and add it to the existing termbases. It is vital, I believe, to teach students how to be resourceful in terms of terminology management and the importance of contextualised termbase entries, especially in specialised translation. One of the must-have skills of any successful translator is editing. When combined with proofreading, it provides an individual with technical ability to produce translations according to modern standards regarding document form and format. As was mentioned before, thorough testing would be welcome before actual course begins in order to avoid discussing known skills. Alas, if it turns out that students find it challenging to follow client requirements regarding the layout of a document, or they cannot recreate the layout of a printed source document, an activity-based instruction is suggested. It can be expected that students will require feedback if they are to learn from their mistakes. This feedback can be provided by the teacher or by peers. The latter is especially effective in practising translation and proofreading skills. Students perform translation and then swap places in order to proofread their transactions (a visually-proficient way of doing so is to use Track Changes function in a word processor). On the one hand, they Chapter 4. Translator training 71 learn how to provide the proofreading service; on the other, the activity shows them errors visible at trainee level. As a result, the student arrives at a roughly final version (translated and proofread), which then can be sent over to the teacher for final proofreading. Another useful exercise, to be completed entirely by the student, involves proofreading of a text previously altered by the teacher, e.g. ORIGINAL ALTERED TEXT The Ugly Duckling by Hans Christian Andersen (a fragment) Once there was a duck who had just hatched a brood of ducklings; one of them had been longer coming out of the shell than the others, and when it came it was very ugly. But its mother did not love it less on that account; mothers never think their little ones ugly. It could swim very well, so she knew it was not a young turkey, as an old duck had said it might be, and she took it with all the rest of the brood to the farm-yard to introduce it into good society. An old turkey, who was very grand, came up to the duck, and said, “Your children are all pretty except one. There is one ugly duckling. I wish you could improve him a little.” “That is impossible, your grace,” replied the mother, “he is not pretty; but he has a good disposition, and swims even better than the others.” “Well, the other ducklings are graceful enough,” said the turkey, “pray make yourselves at home, here.” But how could the ugly duckling do so? The whole farm-yard laughed at him. The ducks pecked him, the fowls beat him, the girl who fed the poultry drove him away with a stick. The Ugly Duckling by Hans Hristian Andersen (the fragment) Once there was a duck who has just hatched a pack of ducklings; one of them had been longer coming out of the shell than the others, and when it come it was very ugly. But its mother did not love it lesser on that account; mothers never think their little ones ugly. It does swim very well, so she knows it was not a young turkey, as an old duck had said it might be, and she took it with all the rest of the brood to the farm-yard to introduce it into good society. The old turkey, who was very grand, came up to the duck, and told, “children are all pretty except one. There is one ugly duckiling. I wish you could improve him a little.” “That is impossible, your grace,” replied the mother, “he is not pretty; but he have a good disposition, and swims even better than the others.” “Well, the other ducklings are graceful enough,” the turkey, “pray make yourselves at home, here.” But how could the ugly duckiling do so? The whole farm-yard laughed at him. The ducks pecked him, the fowls beat him, the girl who fed the poultry drove him away with a stuck. Figure 11. Proofreading exercise – flawed source and unaltered original This exercise requires simple grammatical proofreading. Students are required to read the source and correct it if necessary. When finished, both documents are “compared” using the Compare function in MS Word. If all the errors were found and corrected, no changes are marked. If some errors were skipped, or a new one added, they will be visible in the Michał Kornacki 72 comparison output. It is not possible to present such output here due to text-formatting issues. Therefore, another option will be used, that of Diff tools, like text-compare.com: Figure 12. Compare output (Diff tools – www.text-compare.com) This allows the student to see where changes are and discover what their nature is. At this stage, it is quite easy to draw conclusions and learn from clearly marked examples. The courses on translation technology for the 2nd-year MA students, conducted by the author, include aspects of website localisation, which require students to learn the structure of Wordpress CMS-based web pages and to translate the content from the web page. Wordpress is an example of open-source web software that can be used to create blogs and web pages. The importance of Wordpress can be seen in the following numbers: • over 409 million people view more than 23.0 billion pages21 each month (Wordpress.com) • as of 29/06/2016, almost 26% of all the websites and blogs on the Internet use Wordpress (Smith, 2016) The conclusion is that a quarter of all the websites on the Internet use Wordpress. The introduction of this CMS into the translation classroom not only allows students to get familiar with one of the most popular website creation suites and to use other systems (e.g. Joomla, Drupal) due to their similarity and the transfer of skills. What is more, the software has modal architecture, which comes handy when completing a project for a client (if the website has not multilingual module added, a conscious translator can add one and use it to translate the content). 21 Hosted on Wordpress.com. The figure does not take into account self-hosted websites Chapter 4. Translator training 73 In order to learn how to localise a Wordpress-based website, students are given access to a website and are asked to produce a web page containing the content of their own choice. It may be a hobby, politics, history, etc. They are tutored in basic HTML language if necessary and the use of graphical user interface (GUI) to be used to add the content. Once done, students are again tutored on the modal architecture of Wordpress with attention put to localisation plugins (e.g. WPML or Polylang). The next step is the peer-performed localisation of the new content – students learn in practice how to translate CMS-based content. As a bonus to this activity, students learn basic HTML and develop CMS handling skills, which may allow them to publish their website one day in order to market their services. Computer-assisted translation classroom allows the teacher to teach students more advanced applications of computers in translation, focused on the commercial aspect of translation. There are some prerequisites to comply with, however. First and foremost, a student has to have a working knowledge of file format conversion, editing, and optical character recognition. Due to the fact that CAT tools require editable source text to work on, it is sometimes required to prepare such a source out of a hardcopy (or images). The layout of the source document has to be brought back, and the text itself prepared with CAT tools in mind. Any other knowledge, like HTML or XML languages, comes as a bonus. Once the pre-requisites are met, students learn how to use CAT systems to translate. Initially, they deal with short texts. As their competence progresses, they move on to longer texts, requiring to build a termbase and to work in groups. They receive assignments requiring translators to work in a team and share ideas and terminology in order to achieve a common goal. Once this stage is completed, students learn more esoteric features of CAT tools, like content filtering, for example22. Finally, students are asked to carry out individual projects, which require them to provide translation, translation memory and termbase as separate files, a test of their collective skills and creative thinking. The last area of computer-based skills to be mentioned here, in the context of the learning process, is subtitling. The Institute of English Studies, University of Łódź, Poland, provides specialised courses on audiovisual translation (AVT). The subtitle22 Content filtering can be used, for example, to import only comments to a text for translation, disregarding the actual content of the document, if so the customer wishes. Michał Kornacki 74 related part of the AVT course discusses the theory behind subtitles and requires students to test this theory in practice. For that, they need to learn all the technical background of making subtitles using such free tools as Subtitle Workshop or Subtitle Edit. Initially, students are instructed how to operate the software, and first exercises are based on synchronisation of subtitles with no timecodes. The next step requires students to translate regular (time-coded) subtitles from one language to another, which is followed by a live in-programme translation (i.e. student translates on-the-fly what is spoken in a video, places the subtitle, and adjusts the timecodes). Video samples are largely obtained from YouTube or Vimeo, with care taken to use those that are not subtitled (either by human subtitler or by Google automatic captioning23, based on Google’s speech recognition system). The final assignment requires a group of student to subtitle a longer piece of video (about 1 hour). The process requires them to manage the entire project between themselves, including distributing such roles as project manager, transcriber, translator, terminology manager, proofreader, and subtitler. The task requires them to combine previously learned skills in order to achieve a common goal that they are collectively responsible for. As can be seen, the content of a technology-based course largely depends on the professional experience of the teacher who designs activities for students. The tools we teach, and use, today influence solutions yet to come. Computer-assisted translation has already revolutionised translation market in terms of quality, output volume and time spent on translation. Speech recognition systems (like the one Google uses for automatic captioning of YouTube videos), a novelty some 15 years ago (Kiraly, 2000), is used quite successfully to subtitle online videos in a number of languages. Today, professional success depends on many things, and conscious use of computer technology in translation is one of them. What is more, as Kiraly (2000: 139) observes, “by acquiring a firm fell for the interplay of the computer-based tools that are used by the community of translators today, students will be well prepared to continue learning how to use the tools of tomorrow”. Students need to learn how to use computer tools in order to exist on the modern market. Additionally, they have to understand how to use them in order to find, learn and use new tools. The inclusion/incorporation of problem-solving, set in the context of authentic assignments, will allow students to acquire “the lifelong learning skills that will ensure their ability to adapt dynamically to the tools of the profession as 23 As of 2016, Google automatic captioning is available in English, Dutch, French, German, Italian, Japanese, Korean, Portuguese, Russian, and Spanish (Google, 2016). Chapter 4. Translator training 75 they evolve in the future” (Kiraly, 2000: 139). The following chapter moves on to the issue of translator training. 4.2. University training programmes Most of foreign languages departments at universities in Poland and abroad offer translation courses as part of their degree (BA, MA, or both) programmes. While translation is often used in practical language classes as a method of checking language acquisition, “translation tasks have increasingly been seen as training activities in themselves, imparting skills that are specific to translation as a mode of communication” (Pym, 2009: online resource). This shift becomes more and more visible and can be seen in many edited volumes and monographs alike, e.g. Malmkjær (1998), Baer and Koby (2003), Malmkjær (2004), Tennent (2005), Kearns (2008), House (2016). As a result, and due to increasing market demand, translation has been on the incline for some time now. In order to address that demand, universities around the world had to adapt a new approach to the discipline and provide adequate training programmes. At the moment, European students have several options in this regard: 3-year BA and (optional) 2-year MA programmes (most European universities; BA programme in Turkey lasts 4 years24), or 5-year BA/MA programmes in some cases (e.g. Fine Arts). According to Klimkowska (2013: 45), in Poland, where the research takes place, we can name “the following forms of translator education: • first-cycle (undergraduate) studies • second-cycle (supplementary) studies • specialised post-graduate studies • specialised courses and trainings25” As far as the rest of the world is concerned, “the need to adapt to existing local structures, coupled with required language learning at the university level, has led to a clear predominance of programmes at Masters level” (Pym, 2009: online resource). It is worth mentioning that some of the higher education institutions offering MA courses in translation in Europe are associated in the European Master’s in Translation (EMT) network, which at the same time is a quality label for MA university programmes 24 25 Education System in Turkey. http://www.studyinturkey.com/content/sub/education_system.aspx Translation mine, MK. Michał Kornacki 76 in translation26. The role of the network is to “improve the quality of translator training in order to enhance the labour market integration of young language professionals” (European Commission, 2017). The core of the project is the EMT translator competence profile, drawn up by European experts in translation. The profile lists a critical set of competences required by translators to achieve success in today’s market. For that reason, it is used by higher education institutions as a model for their translation programmes. As a result, the EMT network helps to train highly skilled translators and interpreters, improve the quality of translation and, as a result, the status of translators in the European Union. As of 2017, the EMT lists 2 Polish institutions: Wydziałowe studia magisterskie w zakresie tłumaczenia specjalistycznego i zawodowego (MA in Translation: PolishEnglish-French-German), Adam Mickiewicz University in Poznań; and Magisterium na kierunku Lingwistyka stosowana, specjalność nauczycielsko-tłumaczeniowa (MA in applied linguistics, foreign language teaching and translation), University of Warsaw. Pym (2009: online resource) reports that “since the 1990s there have been strong arguments in favour of moving translator training away from general modern-language programmes, in many cases resulting in independent programmes exclusively for the training of translators and/or interpreters.” It is clearly visible in the fact that while many institutions incorporate translation as additional content to their existing programmes, many others provide separate translation tracks for students (e.g. the Institute of English Studies at the University of Łódź offers its 2nd-year BA students a choice of vocational track: teaching or translation). What is more, more and more institutions offer specialised post-graduate studies in translation (the University of Silesia, the University of Warsaw, the University of Wrocław, the University of Łódź, Adam Mickiewicz University, Jagiellonian University in Kraków, Nicolaus Copernicus University, Warsaw School of Applied Linguistics, Vistula University in Warsaw – as listed by TEPIS [2017]). Usually, they are 1- or 2-year courses aimed to train professional translators and interpreters. Depending on the programme, both 2-year MA and 1- or 2-year post-graduate studies in translation focus on those skills that can be used by translators and interpreters in the authentic work environment. Therefore, their goal may be to support students to access specific market niches (e.g. audiovisual translation or software localisation). The 26 European Master’s in Translation (EMT) explained. https://ec.europa.eu/info/education/europeanmasters-translation-emt/european-masters-translation-emt-explained_en Chapter 4. Translator training 77 attention is paid more to the translation process and research skills than to language training. Independent Masters-level programmes, on the other hand, can be more focused on the skills used by translators and/or interpreters. They might thus be expected to cater to specific market niches or skill sets such as audiovisual translation, literary translation or localisation. In practice, however, these programmes still tend to offer general approaches to translation, albeit without the language training that is offered in the first years of the full programmes. This ‘general Masters’ approach has been proposed as a model for a European Masters in Translation. In fact, such approach is behind the EMT model of translator’s competence. Moreover, while the EMT has been designed to train translators and facilitate contact with the professional market, the fact remains that the influence of academic training on the profession is limited. Rather, it is the other way round – the market shapes the training programmes by its demands. While the idea of the market affecting the training may sound questionable, ultimately it may be positive for the students due to the fact that, as mentioned by Bowker (2004), Chesterman and Wagner (2004), Gouadec (2007) or Pym (2009), the popular impression is that the university training does not serve the needs of the market. The reasons are twofold: translation teachers are not always translators themselves (and thus their knowledge is only theoretical, not practical), and the translation courses have to fit into a wider curriculum restrictions set by national education institutions, which is not always possible. In fact, professional translators and translation agencies are frequently critical about university training programmes, claiming that they are inefficient, too theoretical and not up to date with market demands. They argue that institutions fill the market with graduates with no practical skills that would allow them to cope with authentic problems. While those voices should be heard and considered, one has to admit that there are numerous experienced translators teaching practical and theoretical translation. Trainers understand the need for contact with authentic assignments and authentic people working in the profession. Therefore, they share their own experience and invite professionals to the classroom, discuss translation project workflow, authentic scenarios, helping to develop a set of skills that can match demands of the market. Pym (2009) mentions that it is desirable for professional organisations to enter the classroom and share their expectations. Recruitment on the basis of portfolio alone too often ends with all required skills being “developed in-house rather than at the university” (idem.: online resource). What is more, the translation market is not coherent in its expectations Michał Kornacki 78 towards new translators, depending on whether the main area of interest concerns translation, interpreting, or specialisation. As a result, there is no consensus on the issue, and that is the reason why such initiatives as the EMT network are so desperately needed and most welcome. 4.3. In-class activities There are many competing ideas of what should happen in a classroom devoted to translation. One of the most notable approaches made by Kiraly (2000) brings forward the distinction between translation competence and translator’s competence. According to Bernardini (2004), it can be categorised as a difference between translator training and translator education. According to Pym (2009: online resource), the ‘training’ part (or translation competence) is to be associated with “the (mostly linguistic) skills needed to produce an acceptable translation […], the acquisition of which will always be a combination of instruction and practice.” In short, these are the core skills that allow translators to work and are most valued. On the other hand, ‘translator education’ (or translator’s competence) comprises a “wide range of interpersonal skills and attitudes […] in addition to purely technical skills” (idem.). This is all the extra-linguistic knowledge that allows a translator to function on the market. Such extra skills include teamwork, interaction with other translators, terminologists, reviewers, project managers, and end clients. This type of training requires more than to absorb data – it requires to learn to find and assess the information by themselves, and to use it correctly. “[T]hey should not just absorb professional norms from seeing their translations corrected; they should be able to discover the norms and ethical principles, mostly through work on ‘authentic’ professional tasks or while on work placements, contributing to debates on these issues as they go along” (idem.). Therefore, it is critical that young translators can develop on many planes simultaneously; development of only technical skills may prove to be a serious handicap in their career. Higher education institutions need to consider this in the context of their long-term training programmes. Young translators have to learn how to translate AND how to function in professional communities of translators in order to succeed on the market. The approaches like the one by Kiraly (2000) or Bernardini (2004) allowed to challenge classical approach to translator training. Especially so when we consider that Chapter 4. Translator training 79 the creation of situations where everyone thinks they can translate, basically through free online machine translation, creates an urgent social need for training in how to use those technologies (the basics of post-editing), when to trust them, and more especially when not to trust them. That training can be called translator training, but a lot of it could also be called language teaching, since the technologies can also be used as language-teaching tools (Pym, 2017: online resource). In fact, the translator training may benefit from language-acquisition classes in a number of ways. Many teaching techniques can be transferred to the translation classroom (e.g. terminology searches). González Davies (2004) suggests, for example, the acting-out of communicative situations and the use of discussion forums. In fact, the author describes numerous teaching techniques that can be used for the training of translators. According to Pym (2009: online resource), one of the most important issues in the translation classroom concerns “the use of oral translation situations.” While it is commonly believed that conference interpreting is way more difficult than written translation and, therefore, it should be taught after written translation skills, the doctrine is being challenged. It is mainly due to the fact that “the greater context-dependence of spoken language makes translation purposes all the more obvious” (idem.). In case of written translation, the diversification of courses includes diversification of content through various combinations of the translation instructions, groupwork, partial translation, gist translation, use of parallel texts, translation in social and/or discursive contexts, to name a few (see, for example, Nord, 1997, 2005; House, 2000). An interesting approach is presented by Kiraly (2000), Gouadec (2007) and Klimkowski (2015b) who recommend all of the translation teaching techniques to be incorporated into large, semi-authentic projects which would require students to work in small groups and with pre-assigned roles (translator, reviewer, terminologist, project manager). Michał Kornacki 80 4.4. Challenges for translation trainers The translation industry is heavily affected by new technological developments, especially in the IT. As a result, the higher education institutions are bound to include those in their translator training programmes. They have to consider the impact of translation memories, machine translation and content management systems as they have a profound influence on the way translators do their job. Since they cannot be seen as ‘tools’ anymore (Pym, 2009), they have to take their rightful place in the training programmes. It cannot be denied that they affect the nature of the translation process. Contrary to the classical approach in which translators work with continuous texts, the new technology forces an approach that requires professionals to work with “pretranslated discontinuous chunks and databases, and thus increasing the importance of review processes” (Pym, 2009: online resource). What does it mean? Mossop (2003: 20) said that “[i]f you can’t translate with pencil and paper, then you can’t translate with the latest information technology.” If we refer this statement to the process of translator training, we could say that you cannot teach state-of-the-art translation if you do not have a deep understanding of how the technology can be used to improve the translation process. Not only do we need specialised programmes at MA level, or as advanced postgraduate short-term courses, but also highly specialised individuals who can transfer their knowledge in such areas as audiovisual translation, computer-assisted translation, interpreting or localisation (Pym 2009, 2017; Kornacki, in print). The changes in the market call for a new approach to translator training. Not all students choose translation track to become translators. Therefore, a pro-student oriented teacher cannot set the same learning objectives for everyone. Students vary in skills and competences. Therefore, an effort should be made to develop self-regulatory skills in students. Zimmerman (2000: 14) defines self-regulation as “self-generated thoughts, feelings, and movements that are arranged and cyclically adapted to the fulfilment of personal goals.” Instead of pre-set goals, students need to be given a set of tools allowing them to define their own goals. Only then can they achieve success in professional life. Thus, the role of the teacher is focused on providing students with insights on the current situation on the market in terms of employment options, competition, business relations and, in case of translators, pros and cons of running own business enterprise. Chapter 4. Translator training 81 Another important issue to be dealt with the use of technology in translator’s workshop. The role of the teacher is not so much as to teach students how to handle needed software (word-processors, optical-character recognition tools, basic graphics editing) but to show students that they need those skills in order to succeed as a translator. Teaching has become secondary (albeit still very important) to presenting and justifying practical requirements for the job. It includes CAT tools, mentioned before. A necessity in many cases, CAT tools are tremendous assets for many translators and translation agencies which, at the same time, set traps for the unwary. Hence the need for teachers who are (or have been) also practitioners of the trade since it is them who know where, when and what problems to expect when utilising CAT tools. The above is inextricably linked to the fact that the pace of developments in technology and changes in the market dictate the course of action of translation (if not all) teachers. In author’s opinion, it is the greatest challenge for translation trainers – to remain one step ahead of the market and prepare students (both in terms of hard skills and mental attitude – belief in own skills and ability to adapt to the market) for professional life after graduation. Therefore, it is important to prepare future translators accordingly, also in terms of choices they will have to make in everyday work. The issue of translation strategies appears crucial both for translation theory and practice. Therefore, it is the main subject of the next section. 4.5. Translation strategies in the translation classroom The previous sections have presented the importance of developing translation competence in terms of practical skills to be applied in the translation process. The significance of those skills cannot be denied; it is vital to remember that it is not enough to know a language and how to operate the software in order to be a translator. Each successful translator has to be able to make conscious decisions and follow certain procedures in order to achieve the ultimate goal. It is paramount to introduce those ‘guidelines’ into the translator training process, and subsequently the translation classroom, lest the translation course produces individuals who have all the necessary tools to produce a translation but lack the method to do so. Therefore, the following section focuses on translation strategies as a theoretical background for both trainee and professional translators. Michał Kornacki 82 The discussion starts with an attempt to disambiguate the term. Translation strategies represent a number of approaches to similar translational problems. Płońska (2014: 67) observes that “not only is the term strategy used to describe different concepts but also various terms are used to express the same meaning” (see also Chesterman, 1997; Hejwowski, 2004). Strategies entail a whole range of mental and practical processes – “forms of explicitly textual manipulation” (Chesterman, 1997: 89) – that can be grouped into methods (organised ways of conduct, employing translation techniques to achieve a certain goal), procedures (dealing with the smallest units of a text, like a word), and techniques (or how methods and procedures are applied in the translation process). However, there is no consensus among academics as to the exact nature of translation strategies. Venuti (1988) uses the concepts of foreignisation and domestication to discuss the issue, proposing that translation strategies are all about developing a method to translate a given text. Lörscher (1991: 8) proposes to define the notion as a “potentially conscious procedure for solving a problem faced in translating a text, or any segment of it.” He uses the problem-centred approach to discuss the way translators deal with such issues, defining a new division between ‘strategic’ and ‘non-strategic’ behaviour of the translator (idem.; Chesterman, 1997). Cohen (1998) supports Lörscher’s (1991) line of thought by arguing that it is consciousness that helps to draw a line between strategies and non-strategies. On the other hand, Bell (1998) juxtaposes global (concerning the entire texts) and local (concerning sentence-level translation units) strategies. It draws partially from Newmark’s (1988) division who made a clear distinction between methods and procedures in translation (which could be equated with Bell’s ‘global’ and ‘local’ division). In Newmark’s framework, translation methods should be considered in the context of whole texts, while translation procedures concern smaller parts of texts, like phrases and sentences. His list of translation methods includes (idem.): • word-for-word translation, retaining the word order of the SL with individual words translated by their most common meanings, with no regard for the context; • literal translation, converting SL grammar structures to their TL equivalents, again with individual words translated by their most common meanings, with no regard for the context; • faithful translation, striving to reproduce SL meaning within the constraints of the TL; Chapter 4. Translator training • 83 semantic translation, again endeavouring to reproduce SL meaning within the limits of the TL with attention paid to the aesthetic value of both SL and TL text; • adaptation, adapting cultural references in the SL text to the cultural background of the TL audience; • free translation, reproducing the SL text in the TL with no regard for the form, style and/or content of the SL; • idiomatic translation, reproducing the message of the SL using target-specific proverbs and expressions, carrying the same overall meaning as the SL text; • and communicative translation, reproducing contextual meaning of the SL text in the TL. On the other hand, Newmark (idem.) lists the following procedures: • transference – transfer of an SL word to a TL text; • naturalisation – adaptation of an SL word to a standard pronunciation first, and regular morphology in the TL second; • cultural equivalent – replacement of a culture-specific word in SL text with a TL one; • functional equivalent – a process which focuses on the function of a given word and requires a translator to use a culture-wise neutral word; • descriptive equivalent – explains the meaning of “culture-bound terms” in several words (p. 83); • synonymy – a “near TL equivalent” (p. 84). • through-translation – can be referred to as calque or loan translation. • shifts, or transpositions – changes of the grammar form between SL and TL texts • modulation – a process which focuses on the perspective of SL and TL texts. It concerns reproduction of the original message in the target text with attention to the norms governing the TL; • recognised translation – takes place when a translator “uses the official or the generally accepted translation of any institutional term” (p. 89). • compensation – a process which allows a translator to add extra meaning in one sentence in order to compensate for the loss of meaning in another one; • paraphrase – explains the meaning of the culture-bound terms in greater detail than in the case of a descriptive equivalent; Michał Kornacki 84 • couplets – a combination of two different procedures; • notes – providing extra information in the TL; • componential analysis – “comparing an SL word with a TL word which has a similar meaning but is not an obvious one-to-one equivalent, by demonstrating first their common and then their differing sense components” (p. 114). Płońska (2014: 68) notes that “Newmark’s classification of translation methods and procedures partially overlaps that of Vinay and Darbelnet (1958/2000) but is much more detailed. It is also based on the opposition between literal and free translation.” This overlap may result from the fact that the discussion on tackling problems in translation can be traced back to Cicero (Robinson 1997, 2002) and his deliberations on translating sense-for-sense, instead of word-for-word. Each subsequent work published over the years added to the general knowledge on the subject, stimulating new thought and approaches (see Barbe, 1996). However, while the distinction between procedures is more or less clear in the context of the practical application, their division in the light of the Translation Studies is not, e.g. Lörscher (1991) uses a cognitive approach to the problem while Chesterman (1997) advocates textual approach. The fact is that literal (or wordfor-word translation of the source text) and free (i.e. sense-for-sense) translation can take on many different forms, depending on the context and the background of their defining researcher, e.g. (…) word-for-word translation vs. sense-for-sense translation, source-oriented translation vs. target-oriented translation, direct translation vs. oblique translation (by Vinay and Darbelnet), adequacy vs. acceptability, formal equivalence vs. dynamic equivalence (by Eugene Nida), semantic translation vs. communicative translation (by Peter Newmark), overt translation vs. covert translation (by Juliane House), documentary vs. instrumental translation (by Christiane Nord), foreignization vs. domestication (by Lawrence Venuti), etc. (Sun, 2012: online resource) The division presented above reflects various approaches and corresponds to different goals of translation. For example, the foreignization vs domestication pair (as suggested by Venuti (1995, 1998) above addresses the issues of cultural intervention. The author provides examples of Roman translators ‘domesticating’ Greek poetry into Latin by exchanging Greek background with the Roman one, removing the Greek author, and “passing the translation off as a text originally written in Latin” (1998: 241). On the other Chapter 4. Translator training 85 hand, he proposes foreignization in order to “register the linguistic and cultural differences of the foreign text,” thus “making the translated text a site where a cultural other is not erased but manifested” (p. 242). The example of Venuti shows that translation methods and procedures are two sides of the same coin. They are selected on the basis of needs and aims of translators, with different approaches having the same origins in the free and literal translation. It should be noted, however, that the ultimate division between ‘literal’ and ‘free’ has been one of the key issues in Translation Studies and, at the same time, the subject of criticism over the ages (Sun, 2012; Hatim and Munday, 2004). Hatim and Munday (idem: 230) follow Steiner (1975/1998) by claiming that the debate is “ultimately sterile since it does not encourage further examination of the internal and external contextual constraints which affect the translation strategy and function.” In this view, both concepts can be regarded as mere starting points for a more detailed discussion on translation strategies. Many researchers used this basic division in order to develop their own taxonomies of translation procedures. One of them, suggested by Newmark (1988), was presented at the beginning of this section. However, it is very detailed and a simpler classification may be of use. For example, a classification suggested by Vinay and Darbelnet27 (1958/2000) proposes two main methods of translation. They distinguish between direct translation, having much in common with word-for-word (literal) translation, and oblique translation, allowing the translator to interpret (sense-for-sense). 27 The classification proposed by Vinay and Darbelnet is almost 60 years old when this book is composed. Nonetheless, it has aged well and remains in high regard (see, e.g. Chesterman 1997; Bell 1998; Hatim and Munday 2004; Sun 2012; Wach 2013; Płońska 2014; Pym 2014; Pym and TorresSimón 2014; Munday 2016) even though the authors themselves saw that, for example, their idea of equivalence is not always possible to attain. What it means is that the rendering of a source language phrase with vocabulary counterparts in the target language does not guarantee a successful translation since external context has to be taken into account (Panou 2013). Pym (2014) suggests that the reason behind the classification being so successful and valid even today is that the categories it uses are somewhat general and blurred. (…) “students struggle to distinguish between “transposition”, “modulation” and “adaptation”, and, as mentioned, the nature of “equivalents” was never really explained” (idem.: 12). As a result, the classification can be used with any metalanguage, provided proper attention to the source text is paid (idem.). Michał Kornacki 86 DIRECT TRANSLATION OBLIQUE TRANSLATION (word-for-word, or literal translation) (sense-for-sense, or free translation) techniques: • borrowing • calque • literal translation techniques: • transposition • modulation • equivalence • adaptation Figure 13. Taxonomy of translation procedures according to Vinay and Darbelnet (1958/2000) The approach presented in this book focuses on procedures since CAT tools do not advocate looking at a text as a whole. While some CAT tools attempt to negate the issue (e.g., live preview feature in memoQ, see Figure 14), not all of them do so, or the preview feature is not easy to use (e.g. SDL Trados). The main problem is that majority of display screen is taken up by the main editor with only tiny part (if at all) reserved for the preview. As a result, a different type of approach is proposed. CAT tools pre-process the text, dividing it into smaller translation units, and translator works segment by segment28, thus focusing on particular problems at hand, instead of looking at a bigger picture. Figure 14. Context preview in Memsource. 28 It is worth noting that in CAT tools a segment constitutes a unit of translation. While in general a segment fits into the Newmark’s (1988) idea of “natural unit of translation” since it is frequently made of a single sentence. See Chapter 5 for more details. Chapter 4. Translator training 87 Waliński (2015: 56) notes that “[translation] procedures can be employed at three levels of language: (a) the lexicon; (b) the grammatical structures; and (c) the message, which stands for higher elements of text, including, besides sentences and paragraphs, certain situational utterances that convey broader meanings.” Some utterances may carry an extra meaning, which is not immediately obvious. In her paper on humour, Brzozowska (2010) brings the example of Asian tigers which, apart from the literal meaning, may have other meanings in the context of economic and demographic potential of China and its influence on the global market. 4.5.1. Direct translation procedures Vinay and Darbelnet observe that, while it is possible to “transpose the source language message element by element into the target language,” sometimes “translators may also notice gaps, or lacunae, in the target language which must be filled by corresponding elements, so that the overall impression is the same for the two messages” (2000: 85). In such a case, the translator can use either a parallel concept or category to convey the meaning. It can be done with direct translation procedures: a) borrowing – generally regarded as the simplest of all procedures, it involves using foreign words and phrases in the target text. Frequently, the technique is used to deal with new technologies entering a given locale rapidly. In such situation, the SL name for a device or phenomenon starts to be used before a localised version is produced. As a result, it becomes recognisable and popular under the foreign name, and local name is not needed. Examples of lexical forms borrowed directly from English and used daily in Polish include, e.g. ‘smartfon’ (English smartphone) and ‘tablet’ (with derivatives like ‘phablet’) (see Ni, 2009) Vinay and Darbelnet (1958/2000) note that borrowing may also be used to achieve a certain stylistic effect, like introducing the feel of the SL in the target text. This technique may be used to show the nationality of a character through language, e.g. in the Polish dubbing to the movie “Sing” by the Illumination Entertainment, Gunter, the pig, uses German Ja! instead of Tak (Yes), which combined with his accent makes it clear to the audience that he is German. In this case, a translator opted to leave the foreign elements (within an already foreign text) intact in order to retain the desired effect. On the other hand, there are many terms in Polish which have been borrowed from English and function in their SL Michał Kornacki 88 form despite having a Polish equivalent, e.g. ‘Dział Human Resources’ instead of ‘Dział Kadr’. b) calque – this technique is a type of borrowing which involves literal translation of an SL item into TL. Wach (2014) lists two types of calque: semantic and structural. A semantic calque preserves its foreign meaning in the TL, and is quite common in computer terminology, e.g. ściągać – download, used to denote the process of data transfer from an online server to a local computer. Structural calques involve creating new formations in Polish (including the way they are used in the target language) by borrowing foreign morphological structure and meaning. Examples of both types are presented below: Table 7. Semantic and structural calques according to Wach (2014: 162-163) Semantic administrator – administrator aplikacja – application bufor – bufor ikona – icon katalog – folder pakiet – package Structural poczta elektroniczna – e-mail baza danych – database twardy dysk – hard drive pamięć wirtualna – virtual memory podział czasu – time stamp system operacyjny – operating system A different approach is presented by Smith (2006), who proposes the following division of calque types: • phraseological calque – in which phrases are translated word-for-word (e.g. flea market – pchli targ); • syntactical calque – in which syntactical construction (or function) of the SL is replicated in the TL (e.g. healthy food – zdrowa żywność); • loan-translation – in which a word is translated morpheme-by-morpheme into the TL (e.g. skyscraper – drapacz chmur); • semantic calque – in which extra meanings of a given SL word are transferred to the TL word with primary meaning retained in the TL (e.g. [computer] mouse - myszka); • morphological calque – in which inflexion of an SL word is transferred to the TL word (e.g. to click – kliknąć). Chapter 4. Translator training 89 As was noted previously, borrowing and calque are so strongly related that calque can be viewed as a type of borrowing (Vinay and Darbelnet, 1958/2000) since it is not always immediately clear where the border between the two lies. Many cases constitute an amalgam of the categories mentioned above. It may be connected to the fact that Polish has a very long history of borrowing expressions from French, Russian, German, and more recently, English. These include business, sport, technology, culture, and other areas. One of the reasons behind the number of borrowings and calques in Polish is that they are relatively straightforward solutions to problems encountered in the translation process. However, as such, they should be applied with caution. Even though many expressions came to be popular words, used in various context, they are not always correct and should be avoided in translations, e.g. to eat in fast-food [restaurant] can be translated as zjeść coś w fast-foodzie, which is not right and should rather be rendered as zjeść coś w restauracji/barze. c) literal, direct, or word-for-word translation technique is used to render source text in TL one word at a time with focus on linguistic rules of the target language. According to Munday (2016), it provides best results when applied to two languages of the same family, e.g. French and Italian, preferably sharing the same culture. In fact, the notion should be considered from two very different angles: good and bad practice. It is a good practice to use the technique in the technical translation of scientific, technical, technological or legal texts, i.e. texts focused primarily on the direct meaning and not the style of the text. The problem with this technique may arise from the fact that its application may render text (or parts of it) incomprehensible, e.g. mistranslation of idioms, or when applied in translation between analytic (non-inflecting) and synthetic (inflecting) languages, like English and Polish, for example. In extreme cases, it may render even the grammar completely unintelligible and oblique translation must be used (see Vinay and Darbelnet, 1958/2000; Munday, 2016). Literal translation strategy has many uses, e.g., in CAT-based translations because the majority of texts translated with the use of CAT tools are specialised texts, and the tools themselves enforce bit-by-bit (segment by segment) translation. Texts that may read awkwardly when literature is considered are perfectly acceptable in the case of technical documents, e.g. manuals. Michał Kornacki 90 The technique can also be seen in machine translation results, yet to much lesser extent than some time ago. Hutchins (1995) mentions that early MT systems were based on vast databases of texts and their translations. As a result, their output was limited to providing direct, or literal, translations of queried strings. Subsequent development of tools allowed to use better grammar structure, but many words were retained in the original language. Today, hybrid MT systems combine these technologies with automated post-processing. Yet, even such results, good as they are, are frequently used by translation agencies as a rough first translation to be post-edited by a human translator (see Pym, 2012). The strategies described above have many advantages and are the obvious choice in multiple situations. However, if a target text is still lacking in quality after the three procedures were used, oblique translation procedures have to be employed. 4.5.2. Oblique translation procedures Vinay and Darbelnet (1958/2000) note that, due to metalinguistic and structural differences, it may not be possible to transpose certain stylistic effects into the target. Moreover, if it were, the transposition would ruin syntax and/or lexis. As a result, more complex methods have to be applied that grant translators a “strict control over the reliability of their work” (p. 84). Such control can be asserted through oblique translation procedures: a) the “method called transposition involves replacing one word class with another without changing the meaning of the message” (p. 88). However, in the case of transposition as a translation technique, it is a word class, not a sign, that is being replaced without changing the meaning of the phrase or sentence. It is a very versatile technique that can be applied extra- and intra-linguistically (Waliński, 2015). For example, a sentence reading ‘He announced he would start in the upcoming election’ can be transposed as ‘He announced his start in the upcoming election’. Both utterances can be translated, depending on the context and style, as ‘Ogłosił, że wystartuje w nadchodzących wyborach’ and ‘Ogłosił swój start w nadchodzących wyborach,’ which are examples of intralinguistic transposition in Polish in their own way. The fact that they carry the same meaning allows for their extralinguistic transposition, as shown in the figure below: HE ANNOUNCED HE WOULD START IN THE UPCOMING ELECTION 91 = HE ANNOUNCED HIS START IN THE UPCOMING ELECTION TARGET TRANSLATION SOURCE Chapter 4. Translator training OGŁOSIŁ, ŻE WYSTARTUJE W NADCHODZĄCYCH WYBORACH = OGŁOSIŁ SWÓJ START W NADCHODZĄCYCH WYBORACH Figure 15. Example of extralinguistic transposition It can be argued that transposition allows to add a different stylistic value to the original expression. As a result, it is primarily meant to improve the final readability, or elegance, of the target text. b) modulation “is a translation technique in which there is a change in semantics and point of view” (Tardzenyuy, 2016: 52). It involves changing the message depending on the context, e.g. in cases when literal or transposed translations do not sound right in the target language, even though they are correct grammar-wise. The use of this technique may be obligatory or optional (see Munday, 2016), depending on the wider linguistic context. Obligatory modulation may be seen in grammatically pre-established contexts, e.g. ‘Ona ma 12 lat’ should be translated as ‘She is 12 years old,’ and not ‘She has 12 years’ as word-for-word translation might suggest. Examples of optional modulation may include, e.g. ‘it is not difficult to show’ → ‘łatwo jest pokazać’ [lit. ‘it is easy to show’] (see Vinay and Darbelnet, 1958/2000). Munday (2016) notes that the difference between transposition and modulation is that modulation is “the touchstone of a good translator,” and transposition “shows a very good command of the target language” (Vinay and Darbelnet, 1958/1995: 246). c) equivalence involves reproduction of (frequently extra-textual) meaning of the SL through an entirely different method. Most obvious examples of this technique include exclamations: ‘Oi’ – ‘Hej’, or ‘Ouch!’ – ‘Auć!’; expletives: ‘Damn!’ – Michał Kornacki 92 ‘Cholera jasna!’; onomatopoeic sounds: ‘Woof woof’ – ‘Hau Hau’, ‘Oink Oink’ – ‘Chrum Chrum’; proverbs: ‘Good riddance to bad rubbish!’ – ‘Baba z wozu, koniom lżej!’; and idiomatic expressions: ‘to see pink elephants’ – ‘widzieć białe myszki.’ Unlike the previous two oblique translation strategies mentioned above, due to the fact that modulation addresses specific cases of equivalence, including whole sets of proverbs, idioms, expressions, etc., this technique is regarded as fixed in most cases. d) adaptation, the last oblique technique to be mentioned here, involves adaptation of the message for the benefit of the TL audience who may lack cultural background to understand the message fully. Vinay and Darbelnet (1958/2000) call it a kind of ‘situational equivalence,’ since it is triggered in certain contexts, like real life or a movie scene. In fact, Jarniewicz (2000) suggests that adaptations are quite common in book and movie translations. Bogucki (2013: 51) lists examples from Shrek movie and its dubbing by Bartosz Wierzbięta, probably one of the most significant and explored examples of movie dialogues adaptation in Poland: “(…) ‘the Muffin Man’ becomes ‘Muchomorek,’ a character from a Czechoslovakian cartoon that was all the rage in Poland in the 1970s. Similarly, ‘awful cheese’ becomes ‘ser Podlaski,’ a type of cheese available all over Poland.” 4.5.3. Translation procedures in the context of CAT tools While it could be agreed that general translation rules and strategies apply to CAT-based translations as well, one should consider the implications of using a sophisticated computer programme in translation. On the one hand, the translator deals with a body of text that is to be translated from SL to TL and all proper language and translation procedures have to be considered. On the other hand, the translator has to be fluent in the use of computer technology in general, and a given CAT tool in particular. What is more, CAT tools promote segmentation of the source and target texts. Hence, sentence-based (or smaller) segmentation29 reduces the applicability of translation methods in favour of translation procedures since it is difficult to see a block of text over segment boundaries. What is more, segmentation forces translator to work on separate sentences (some CAT tools hide translated segments), which results in reduced fluency of the translated text and further limiting the use of translation procedures, e.g. extra-sentential compensation. This 29 See Chapter 7 of this book for more information on segmentation. Chapter 4. Translator training 93 may be partially negated by the fact that CAT tools are used predominantly in specialised and technical translation. However, it cannot be argued that it is a problem. By their nature, CAT tools also reduce the use of translation procedures in general. If a CAT tool finds a match in a translation memory, it propagates the match in translation (frequently translators have the option to change propagation settings) automatically applying it throughout the target document (or project). What it means is that it also results in propagation of errors, if there are any in the translation memory. Since the translation was done automatically, the translator could not use any procedures, resorting to use a previous translation (by himself or by some third party). The following section continues the discussion on the issue of the translator’s role in the process of CAT tools-based translation in the context of assisted and automated translation. Furthermore, it introduces and discusses in detail such concepts as CAT tools and translation memory, their advantages and disadvantages regarding the quality of translation. What is more, it tries to assess the role of a human being in modern translation, with a focus on what ‘assisted’ translation actually means. Chapter 5. Computers in translation The discussion concerning computer-based translation would be incomplete without at least one brief attempt at outlining how such a method of translating came to be. Since the research presented in this paper is focused on computer-assisted translation (CAT), attention needs to be paid to its genesis, development and application. As was mentioned previously, translation memory technology – a technology behind all CAT systems – is fairly new, considering the entire history of translation. It started to be used commercially in the 1990s by the SDL company (Bowker, 2002; Bloodgood and Strauss, 2014; Doherty, 2016). However, the entire idea of having a machine to help translate, or replace a translator altogether, is much older. 5.1. Machine Translation (MT) The concept of machine translation is based on an idea that a mechanical device is able to produce a translation without any human assistance. It is important to understand the value of the word “any” in this statement. True machine translation process denies the possibility of human involvement. Of course, such MT variations as MAHT (machineaided human translation) and HAMT (human-aided machine translation) do exist and are successfully employed, but their scope is somewhat unclear and “the term computerassisted translation can cover both of them. (…) [T]he central core of MT itself is the automation of the full translation process” (Hutchins 1995). Disregarding 17th-century dreams (Hutchins, 2010) about translating machines, it can be said that modern history of machine translation started in the early 1930s. In 1933 George Artsrouni designed a device which used paper tape in order to find word equivalents between two languages. However, it was Petr Petrovich Troyanskii, a Russian scholar and educator, who formulated the basis for modern study on machine translation. According to Hutchins (idem: 434), he: Chapter 5. Computers in translation 95 envisioned three stages of mechanical translation: first, an editor knowing only the source language was to undertake the ‘logical’ analysis of words into their base forms and syntactic functions; secondly, the machine was to transform sequences of base forms and functions into equivalent sequences in the target language; finally, another editor knowing only the target language was to convert this output into the normal forms of his own language. Troyanskii envisioned both bilingual and multilingual translation. This view is consistent with the idea of HAMT which requires human pre- and postprocessing of text, while the translation itself is done by a machine. Regrettably, Troyanskii was known only in Russia and his research had no influence on the global thought on the issue. His ideas came well before the Weaver’s memorandum (1949). The Warren Weaver’s memorandum30 had a huge impact on the future development of machine translation. Weaver suggested the application of cryptography, statistical methods, Claude Shannon’s information theory and exploiting the logical features of languages. As it turned out, the reception of the memorandum was varied. Some people rejected it outright, arguing that the complexity of any given language is much more than any machine can successfully deal with. However, there were also those who found the idea interesting and challenging. One of those was Erwin Reifler who proposed how basic word-for-word translations can be used. He introduced the idea of pre- and post-editing, and the use of language rules. It was then that statistical approach to machine translation issues was proposed by Abraham Kaplan at the Rand Corporation. In 1952 the first MT conference was held at the Massachusetts Institute of Technology (MIT). The conference resulted in many new ideas put forward, mostly concerning pre- and post-editing, “micro-glossaries as means of reducing ambiguity problems” (selecting appropriate target lexical items), “and for some kind of syntactic structure analysis” (Hutchins, 2006: 376). In addition, one of the conclusions of the conference was that a public presentation of a working MT system was needed in order to attract funding. Such presentation was held on 7 January 1954 at Georgetown. The demonstration – an MT system used to translate a pre-selected sample from Russian to English, basing on a closed set of 250 words and a few grammar rules – attracted a great deal of attention. The presented quality of translation assured substantial funding in the USA, as well as new MT projects blossoming around the world. 30 From Language Today, no.6, March 1998, pp. 22-23 The following years saw a massive increase in general interest in machine translation. USA, many European countries and the Soviet Union had their own MT projects which included a broad range of research on “formal linguistics (particularly in the Soviet Union), semiotics, logical semantics, mathematical linguistics, quantitative linguistics, and nearly all of what would now be called computational linguistics and language engineering” (Hutchins, 2006: 377). Over time more and more researchers became aware of numerous and complex linguistic problems that could not be overcome. There was no appropriate technology available yet. What is more, several prominent individuals (e.g. Bar-Hillel, see Green, Heer, and Manning, 2015) claimed that the general concept of MT was flawed. At the time it was believed that the overall goal of MT was to create a fully automated highquality translation system (FAHQT), which would, in turn, produce a translation of equal quality to that produced by a human translator. However, ongoing research suggested that the idea was not only unrealistic with the available technology – it was impossible in principle. As a result, MT funding bodies in the USA saw the need for comprehensive analysis of the current research and its future application. Thus, the Automatic Language Processing Advisory Committee (ALPAC) was formed in order to examine the situation. The 1966 ALPAC report said that “MT was slower, less accurate and twice as expensive as human translation and that there is no immediate or predictable prospect of useful machine translation” (Hutchins 1995, online). The most important conclusion, in the context of this paper, was the recommendation for development of machine aids for translators (e.g. automatic dictionaries), and the continued support of basic research in computational linguistics, which are, in fact, the core principles of CAT tools. The shift of focus from MT, which turned out to be costly, time-consuming and of low quality (according to the report), to other computer-based aids for translators, put an end to the research on MT in the USA and most of the world. The following years saw a decline in MT research in the USA. It was continued in Canada and Europe. Canada required reliable translation solutions to support its government’s bicultural policy. Europe had to deal with the rapidly increasing volume of translation within the European Community. There were some major breakthroughs like the creation of Météo, for example, which was first employed to translate Canadian weather forecasts in 1976. It was successfully used until September 2001, after which it was replaced by a competitor Chapter 5. Computers in translation 97 programme. Other important systems included French TITUS, Chinese CULT, Japanese ATLAS, notoriously successful SYSTRAN, in-house Xerox Corporation MT and an MT system developed by the Logos Corporation (see Hutchins 2010). Numerous solutions and successes fuelled extensive research on MT. The development of computers and new research in computational linguistics allowed to create new forms of data processing, like corpus-based or statistical machine translation. While all the systems mentioned above were (and some of them still are) successful in translation for specific purposes, researchers (and service providers) realised that while these tools can be used to translate vast amounts of data, it is still not enough and the majority of translation is done by human translators. Moreover, they did not need a system which either replaces them or reduces them to pre- and post-editor role. What they needed were tools assisting a translator (dictionaries, termbases, word processors, text converters, etc.), not replacing him. The role of MT changed from a utopian system meant to replace human translator to a component of translator’s workshop. Apart from that it was still successfully employed in domain-restricted systems for specific purposes (Xerox, Microsoft) and as a service for non-translators, which needed to understand the content without the need for professional translation (auto-translation of web pages, free online MT systems like Google Translate) (Hutchins, 1995, 2006). 5.1.1. Rule-based MT (RBMT)31 A rule-based approach to MT is one of the very first strategies ever developed. “More complex than translating word to word, these systems develop linguistic rules that allow words to be put in different places, to have different meaning depending on context, etc.” (Costa-Jussà, Farrús, Mariño, and Fonollosa, 2012: 248). Apart from rules (grammatical, lexical, and stylistic), a standard RBMT system includes software used to process these rules and a significant number of bilingual dictionaries for each language pair. It can grow, and it is easy to maintain. Its main advantage is the fact that it allows for deep syntactic and semantic analysis of a body of text, but it requires significant knowledge and a great number of rules. It is a huge drawback. An RBMT system, in order to provide acceptable results, requires a lot of time and linguistic resources to build. As a result, it is very expensive. What is more, when a rule needs refining, there is no guarantee that such 31 Examples of RBMT systems include: the 1954 Georgetown experiment; SYSTRAN refinement will influence the overall accuracy of the system (Costa-Jussà, Farrús, Mariño, and Fonollosa, 2012). 5.1.2. Statistical Machine Translation (SMT)32 SMT, as the name suggests, utilises a statistic approach to multilingual corpora. An SMT system uses numerous large corpora in order to find statistical patterns and rules, which can be later implemented in the profession of translation. The greater number of corpora available for the system, the better the results (text fluency retained in most cases). Contemporary SMT systems use phrases, rather than words, like building blocks, and produce translation “using the overlap in phrases” (Costa-Jussà, Farrús, Mariño, and Fonollosa, 2012: 249). The biggest drawback of SMT systems is that they require significant amounts of data to be processed on-the-fly, making them computer-resource dependent. As a result, significant computational power is required (SYSTRAN, 2016). Table 8. RBMT vs SMT RULE-BASED MT + Consistent and predictable quality* + Out-of-domain translation quality + Knows grammatical rules STATISTICAL MT – Unpredictable translation quality – Poor out-of-domain quality – Does not know grammar + High performance and robustness + Consistency between versions – High CPU and disk space requirements – Inconsistency between versions – Lack of fluency – Hard to handle exceptions to rules + Good fluency + Good for catching exceptions to rules – High development and customisation costs + Rapid and cost-effective development costs provided the required corpus exists *) System strengths marked with bold font face Rule-based MT provides good out-of-domain quality and is by nature predictable. Dictionary-based customization guarantees improved quality and compliance with corporate terminology. But translation results may lack the fluency readers expect. In terms of investment, the customization cycle needed to reach the quality threshold can be long and costly. The performance is high even on standard hardware. 32 Examples of SMT systems include: Google Translate, Microsoft Translator Chapter 5. Computers in translation 99 Statistical MT provides good quality when large and qualified corpora are available. The translation is fluent, meaning it reads well and therefore meets user expectations. However, the translation is neither predictable nor consistent. Training from good corpora is automated and cheaper. But training on general language corpora, meaning text other than the specified domain, is poor. Furthermore, statistical MT requires significant hardware to build and manage large translation models. (SYSTRAN, 2016) Considering the requirements towards a successful MT system, and pros and cons of the two systems presented, it is clear that another system is required. In order to accommodate all requirements, a concept of a hybrid MT was born. 5.1.3. Hybrid MT Hybrid MT system is basically a combination of the best feature of both RBMT and SMT approaches. Unlike before, here a source text is processed in one of two ways: • translation is done using the rule-based system, and then the output is adjusted with the help of the statistical system, or • rule-based system is employed to pre-process a source text, then an SMT system translates it, and finally the RBMT system takes over again in order to adjust the output. As a result, an observable increase in output quality, as well as processing flexibility and control, can be noticed. What is more, a combination of the two approaches allows to reduce the amount of data required to train the software. Additionally, with decreased size of constituent corpora, less computing capacity is required (SYSTRAN 2016). All the research in the field of MT33 influenced the statistical approach to bilingual text alignment34, which in turn allowed translators to store and access previous translation. This led to the creation of “translation memory,” the core element of each and any CAT tool. 33 See Costa-Jussà, Farrús, Mariño, and Fonollosa (2012), Costa-Jussà (2015), Sin-wai (2015), Shiwen, Y. and B. Xiaojing (2015), Yang, L. and Z. Min (2015) and SYSTRAN (2016) 34 See Gale W. A. and K. W. Church. 1991. A program for aligning sentences in bilingual corpora. Technical Report 94. AT&T Bell Laboratories. Statistical Research. 5.2. Computer-assisted translation The ALPAC report and the resulting shift of focus in MT research allowed researchers to distance themselves from the utopian assumptions behind MT and work both on linguistic and computational solutions that could be applied to machine translation. It led, at least partially, to corpus-based and statistical research, which laid the foundations for computer-assisted translation. The corpus-based structure as well as new data storage and retrieval methods allowed to lay principles for translation memory (TM). TM, a bilingual corpus itself, allows to access and use previous translations in current projects. A powerful tool in itself, it was not enough. Translators required adaptable tools that could be used to facilitate the translation process. This need was recognised by the market, and first CAT tools started to emerge. The first proto-CAT tool was the Translation Support System (TSS) developed by Automated Language Processing Systems (ALPS) in the mid-1980s. However, the market was not yet technologically ready for such tools. Most translators still used typewriters. However, soon typewriters started to be replaced with home personal computers (PCs) equipped with word processors, and later connected to the Internet. By the mid-1990s the flexible and multi-purpose PCs were so popular that buying one was no longer a heavy financial burden. With the background ready, it was easier to introduce new CAT tools to the market. A number of tools appeared – Trados, Translator’s Workbench, MultiTerm (terminology database), Translation Manager 2, Transit, Déjà Vu or Eurolang Optimiser (discontinued). Their effectiveness was varied, but “it was Trados – thanks to successful European Commission tender bids in 1996 and 1997 – that found itself the tool of choice of the main players, and, thus, the default industry standard” (Garcia 2015). The competition was fierce, however, and forced those first CAT tools to evolve. By the end of the 1990s, such features as translation memory, alignment tools, terminology management and various file processing filters were available in the most robust systems. Current research and development of CAT tools is focused on refining existing features and adding new ones, like, for example, AdaptiveMT introduced in SDL Trados 2017. In fact, MT has never been forgotten. On the contrary, it has been incorporated in various forms in the majority of contemporary CAT tools as one of the modules to be Chapter 5. Computers in translation 101 used. Kilgray’s memoQ, for example, allows to choose one (or more) commercial MT plugin to be employed in the translation grid. In commercial desktop programmes the majority of these plugins require a regular fee to be paid in order to use them since they are external solutions. SDL’s new MT solution, AdaptiveMT is a free MT tool that “learns and improves seamlessly, continuously and in real-time to save time and money by minimising future post-editing” (SDL, 2017). It is meant to build one’s own MT system, based on individual style and translation technique. Figure 16. MT plugins in memoQ However, the general CAT idea of MT working in support of a translator was retained. The use of MT solutions is entirely optional in the translation process. In fact, the most prominent desktop CAT tools available on the market – Trados, memoQ, or Déjà Vu – are so sophisticated that they leave no room for brand new programmes. This lack of room for new classical solutions, easy access to a broadband Internet connection and mobile expectations in general, have led to the development of an entirely new type of CAT. The problem with CAT tools is that they are mostly bound to the MS Windows environment. So far, OS X and Linux users had no access to commercial CAT tools. While open source solutions bring computer-assisted translation to these platforms, their functionality is frequently limited due to lack of compatibility with the rest of the market. In order to address this issue, some companies approached the problem from an entirely different angle. They have bet on cloud computing. To appreciate the importance of this new approach, it is critical to understand what “cloud computing” stands for. Mell and Grance (2011) define it thus Cloud computing is a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources (e.g. networks, servers, storage, applications, and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction. In the context of a discussion on specialised software for translators, cloud computing means accessing specialised software via a web browser. This way, the cloud software crosses system requirement boundaries and can operate on any computer (or tablet, for that matter – something that is unthinkable in the case of standard CAT tools) all over the world, provided a compatible (meaning up-to-date) web browser is used, and an Internet connection is established. Currently, there are several cloud CAT tools available in Software as a Service (SaaS)35 model. The most prominent ones are Memsource, Wordbee, XTM Cloud, MateCat or SmartCAT. Some of them can be used for free (an option for Memsource, SmartCAT), others require a monthly subscription. All of them offer advanced features like machine translation modules, client service, or training, for example. The fact is that even though their technical background is different, the core principles of CAT tools are retained and they allow to benefit from computer-assisted translation anywhere. Their power, and that of any professional CAT tool for that matter, is their modality and ability to use various resources, like term bases and machine translation. In fact, with core principles set, the current development of CAT tools is focused on refining these ‘aids’ so that the translation results they yield are more precise in the context of actual document in translation. This stems from the fact that “most commercial MT systems are technically hybrid systems” (Costa-Jussà, 2015), i.e. they utilise rule-based, statistical 35 SaaS means that the provider can use “applications running on a cloud infrastructure. The applications are accessible from various client devices through either a thin client interface, such as a web browser (e.g., web-based email), or a program interface. The consumer does not manage or control the underlying cloud infrastructure including network, servers, operating systems, storage, or even individual application capabilities, with the possible exception of limited user-specific application configuration settings” (Mell and Grance, 2011, see their report on cloud computing for more information). Chapter 5. Computers in translation 103 methods and computer adaptive learning solutions. It is in opposition to current MT research which is dominated by statistical methods and still provides new insights and solutions to the practical application of MT solution. Yet, as CAT tools are ultimately practical tools, and designed through the cooperation of linguists, engineers, information experts and computer scientists, their architecture needs to be adapted to provide a translator with precise, frequently single, piece of information, to be used in a very particular context. In such a scenario general rules no longer apply, and new ones need to be introduced. Therefore, it can be concluded that the current development of computerassisted translation is fuelled by the actual needs of translators and focuses on maximising speed and translation quality through refinement of the existing solutions like MT, for instance. Figure 17. Memsource Web Editor utilising MT module To sum up, computer-assisted translation has come a long way from the 1966 ALPAC report and its criticism of machine translation. All things considered, the report made room for the development of actual computer aids for translators. Redefinition of the approach to MT ultimately led not only to the creation of CAT tools, but also to adding a new quality to machine translation itself. No longer is it meant to replace human translators; instead, it is to support their knowledge and skills in producing high-quality translations. At the same time, corpus-based and statistical MT serves as the basis for linguistic research worldwide. At the moment, it is hard to foresee what direction further development of MT may take. It will surely continue developing as a CAT subsystem. Apart from that, we may expect a successful implementation of Speech-to-Speech MT (see, for example, Ellis, Creutz, Honkela and Kurimo, 2008), which is a logical next step in easing human-human communication (as a follow-up to the success of such tools as Google Translate). Nevertheless, it is likely that eventually all CAT tools will move to the cloud entirely, becoming subscription-based tools. And that in itself would fit into current market trends which see even such IT giants like Microsoft use the subscription model with services like MS Office365 or the upcoming Windows 10 Enterprise (see Mehdi, 2016). This stems from the fact that flexibility of both cloud tools and subscription plans, not to mention included software updates, challenges old software distribution system. Therefore, it is logical to assume that, with time, even the biggest players on the market will have to move to the cloud in order to survive. 5.3. Terminology disambiguation The use of specialised software in the process of translation requires to devote a few words to define several concepts in order to provide a framework for the discussion on CAT tools. The list below is not, by all means, conclusive. It merely explains basic notions discussed in this book. 1. Computer-assisted Translation (CAT) – “a form of translation that makes use of a software program supporting and facilitating the translation process” (TAUS, 2017). It is sometimes called machine-assisted, or machine-aided, translation (see Chan, 2004: 139-140). 2. CAT tools – a group of computer programmes whose main goal is to improve translator’s accuracy and productivity thanks to a number of internal and external resources, e.g. editors, glossaries, translation memories (TM), machine translation modules, etc., all of which are integrated into the same translation environment. Examples of the group include Across Personal Edition, Atril Déjà Vu X Professional, CafeTran Espresso, Fluency Translation Suite, GeoWorkZ – Translation Workspace, Heartsome Translation Studio, LogiTerm Pro, MadCap Lingo, MateCat, memoQ , Memsource Cloud, MetaTexis for Word, MultiTrans Chapter 5. Computers in translation 105 Prism Freelance, OCLanguage, OmegaT, SDL Trados, Swordfish Translation Editor, Transit NXT Professional+, Wordbee, Wordfast Anywhere, XTM Cloud36, and more. Most translators and translation agencies list the following as main advantages: a) Consistency – CAT tools help to make sure a translator uses the same terminology, abbreviations, product names, etc. consistently throughout the entire project or series of projects; b) Cost reduction – the more the translator translates using a CAT tool, the larger his translation memory grows. Over time, the level of repeated content will also increase thus allowing the translator to translate faster while retaining the overall quality of his/her translations. This in turn allows to translate more in the same amount of time, resulting in higher income; c) Quality Assurance – most CAT Tools have inbuilt quality assurance features such as auto-correct, auto highlighting of grammar errors, inconsistent numbers, missing tags, translations, etc. for the translator to fix; d) TM Management – CAT tools allow to use more than one TM for a given project, import and export them. What is more, they allow to align source and target documents in order to create a TM out of previously translated material; e) TB Management – CAT tools allow to create and use multiple termbases which store all the terminology the translator comes across during his/her work. The terminology is available for immediate re-use as it is looked up in real-time in the termbase; f) Machine translation capable – most modern CAT tools allow to use machine translation as one of their resources; g) Increased productivity – when using a CAT tool, the translator works through new content, and the software uses existing TMs based on a pre-set match threshold. This allows to translate faster in order to meet even the shortest deadlines; h) Concordances – a feature that allows the translator (or a customer) to perform a search query on a TM in order to check for specific or similar translations in context; 36 Based on ProZ (http://www.proz.com/software-comparison-tool/cat/cat_tools/2) Accessed on: 14/03/2017. i) Project Management – all projects are stored in one place with the translator being able to access and review them at any time. What is more, many CATs offer their own tools for quoting with quotes bound to given projects. Apart from that, CAT tools allow to create and distribute project ‘packages,’ or bits of translation, to a number to translators for them to work on the project simultaneously, and reduce overall completion time as a result; j) Multi-format friendly – CAT tools allow for a broad range of file formats to be imported and translated. For instance, memoQ supports the following file formats: .doc, .docx, .dot, .dotx, .docm, .dotm, .rtf, .ppt, .pptx, .pot, .potx, .pptm, .potm, .xls, .xlsx, .xlt, .xltx, .xlsm, .xltm, Google Docs, Sheets, Slides, .htm, .html, .idml (.indd), .icml, .mif (version 8 and above only), .svg, .ttx (presegmented), .sdlxliff, .xml, .xhtm, .xhtml, Android .xml, .xliff (1.2),.xliff (2.0), .xliff for WordPress, mqxliff (MemoQ xliff), tmx, .dita, .ditamap, .pdf, .catkeys, .csv, (Magento).csv, .dbk, .desktop, (Mozilla).DTD, .epub, (Joomla).ini, .json, .lang, .Plist, .po, .properties, (Java).properties, .rc, .resx, .srt, .strings, .sbv, .sub, .ts, .txt, .wiki, .yaml, .tag, .xtg, .zip (memoQ, n/a.). Apart from that, CAT tools offer filters to be used with various formats, adding functionality (e.g., it is possible to download and use SRT filter in memoQ, which filters out timestamps for a .srt subtitle file and translate the actual content only); k) Exclusive projects – many customers require translators to use a particular CAT tool. Therefore, only users of those tools may take part in certain projects. A side-effect is that competition is less fierce as not every translator is a CAT user. The disadvantages of using CAT tools include: a) Segmentation – CAT tools force segmentation (see disambiguation of “segment” below) which may, in turn, entail the obvious danger of translating sentence for sentence; b) Error propagation – CAT tools base on TMs and re-use of previously translated material, either by the translator him-/herself or by third persons. The feature, while being one of the core features of any CAT tool, carries the danger of repeating errors stored in the TM; c) Reduction of rates – while CAT tools allow to translate more thanks to the benefits of TM, customers may take advantage of the fact that at least part of Chapter 5. Computers in translation 107 the translation is automated and reduce rates for certain matches. As a result, translators may end up translating more for less, in the end earning the same as they would without a CAT tool; d) Cost and training – CAT tools tend to be costly and complicated to use. When buying a CAT tool, a translator has to consider its price, time needed to master its functions and the cost of training; e) Compatibility issues – CAT tools are not 100% compatible with each other. As a result, translation agencies tend to hire translators who use the same CAT tool(s) like them, eliminating other professionals (regardless of quality and experience) on this very basis. 3. Translation memory (TM) – a linguistic database used to store translated texts paired with their source equivalents for future reference. CAT tools refer to TMs in order to check if parts of a currently translated text have been translated before. If so, the CAT tool suggests to re-use these fragments. In fact, the translator may choose for the programme to auto-propagate current translation with results found in the TM. Such feature may have enormous importance for individuals who translate large numbers of similar texts or work with documents which contain significant amounts of repetitions. Here, the use of a CAT tool will not only speed up the process but, thanks to its time-saving qualities; it will also allow to increase overall translation output. What is more, many clients (including corporations and translation agencies) require translators to utilise their own TMs in order to assure consistency of vocabulary and style between previous, current and future translations. Thanks to the use of the same, albeit updated with each subsequently translated document, translation memory, the client reduces the risk of heterogeneous style of new translations, even when performed by a number of translators. TMs share several unique properties. They are: • directional – source and target languages are fixed; • bilingual – contains only two languages; • automatic – TM is updated and searched automatically. A CAT tool monitors the TM content for matches (match definition below) in real time, providing the translator with translation suggestions based on those matches. It should be noted that it is possible (sometimes necessary) to use more than one TM at a time. It allows to create specialised TMs based on a given field of expertise or individual requirements of a client. Bogucki (2009) lists three methods of creating a TM: create a new one from scratch, import existing TM database into our own TM or use alignment feature of CAT tools, i.e. combine source and target files (source text and translation, translated without CAT tool), divide them into smaller chunks called segments, and pair them between two texts. The translator then checks the alignment for errors, confirms correct matches and exports aligned segments to translation memory. This way, even professionals working in the field for a number of years can enter the market of CAT-using translators and increase speed and volume of their translations. 4. Segment (TU) – it is the basic translation unit (TU) used by CAT tools. Most commonly a segment equals a sentence. However, the segmentation rules can frequently be adjusted to meet individual preferences or particular expectations on behalf of the client. In this respect, a segment can be defined as the shortest fragment of text that can be automatically extracted by a CAT tool. Other examples of segments include bullet points, table cells, in-tag strings, sentence fragments separated by an empty line, etc. See the Figure 18 below for segmentation settings in memoQ. Figure 18. Segmentation rules in memoQ Chapter 5. Computers in translation 109 The discussion on segments in CAT tools requires a few words to be devoted to the problem of the TU itself. It is one of the most fundamental concepts in Translation Studies with as many different definitions as there are translation theorists. Vinay and Darbelnet (1958/2000: 88) suggest that “translators start with words or units of translation, to which they apply particular procedures.” Newmark (1988: 65), on the other hand, proposes that “a sentence is a natural unit of translation” He supports this claim by reasoning that it is unusal to divide a sentence, provided it is not excessively long. Short sentences are short for a reason (e.g., to stress something or achieve a certain stylistic or psychological effect). What is more, he argues that if “long sentences are a part of a writer’s style in an expressive text, they have to be preserved” (idem.). The discrepancy between the length of a TU runs parallel to the conflict between free and literal translation. Literal translation TUs are short since it focuses predominantly on single words. Free translation is concerned with portions of meaning rather than syntactic structures that carry it (see Newmark, 1988; Hatim and Munday, 2004). While in standard translation translators have a full freedom over what they will consider a TU, the CAT-based environment forces segmentation (TUs) on them. Figure 18 above shows that it can be adjusted to some degree to meet individual preferences of a translator, but this adjustment is not always clear or easy (see Figure 19 below). Figure 19. Segmentation editor in Memsource The segmentation in CAT tools is something their users have to learn to accept and use. While being a technical necessity (segments constitute bilingual translation pairs in translation memories) in CAT tools, it does carry dangers for an inexperienced translator. Declercq (2015: 482) names the following advantages and disadvantages of segmentation in CAT tools: (A) Advantages • A sense of control on the segment level; • Similar pace; • Close reading, no interference of non-verbal elements; • Added value of term recognition; • No formatting issues; • Increased accuracy and consistency; • Being able to monitor progress; • Auto-propagation; • Possible copying across of the source segment. (B) Disadvantages • The layout of the source text is lost; • No feeling of overall view and alienation from the context; • Lack of non-verbal elements affects quality and productivity (listed after Biau Gil, 2007, in Declercq, 2015); • Lack of control; • Formatting sometimes still requires editing; • A tendency to more literal translation. CAT tools are best suited to translate technical and specialised texts, like medicine, for example. This truth stems from the fact that heavy segmentation, i.e. text delivered sentence by sentence for translation, provides best results with content-packed sentences, more suited for literal than free translation. Literature, or poetry for that matter, frequently requires wider context than a manual, for example. CAT tools make it hard for the translator to translate sense-for-sense, disregarding the SL syntax. They promote sentence for sentence translation due to the fact that such a method proves to be successful in specialised texts. If an inexperienced translator uses CAT tools to translate a novel, for example, the final outcome may retain most of the meaning of the original, but the style of the translation may suffer, resulting in the text being awkward to the reader. Chapter 5. Computers in translation 111 The auto-propagation feature carries the danger of re-using incorrect translations, stored in the TM, in the current project. What is more, the translator has to pay attention to formatting which is not 100% visible in the CAT editor but can change during the process of translation. It is partly due to the fact that in the course of their everyday work translators have to work with all kinds of different types of documents with DOC/DOCX, XLS, XLSX and PDF being the most common ones. The problem is that not all of them have been formatted properly, and PDFs frequently suffer in-sentence page and line breaks, created (unconsciously) by their authors during the saving process. The possible formatting errors are numerous, with encoding issues and certain formatting incompatibilities unique to the tool that was used to create a document. Figure 20 below presents broken segmentation when translating an instruction of a Dyson Supersonic™ hair dryer37. Figure 20. An example of broken segmentation when translating a PDF file with memoQ. As can be seen, in the above example segments are not sentences but parts of sentences divided by a hard return and marked with ‘¶’ sign in MS Word. Translators have limited options to fix such issues, with one of them based on computer competence discussed earlier in the course of this book. A rather safe, but time-consuming, option is to adjust the source document manually to prepare 37 A random manual in PDF file, downloaded for the sake of presentation only. Available from: https://www.dyson.co.uk/medialibrary/Files/Dyson/Support/downloads/UK/HairCare/HD01_Supers onic_Manual.pdf Accessed on 2 April 2017. it for translation in a CAT tool. While this resembles pre-processing done for the benefit of machine translation, in the context of CAT tools it concerns mostly preformatting of the source document. The same can be done in CAT editor while translating but, depending on the severity of broken segmentation, it may be slower and more painstaking than editing the document before it is imported into the CAT tool (in the case of PDF file such process involves OCR and full formatting recreation). Students often ask the author about the point of such laborious pre-editing. Why not translate it as it is? The answer is two-fold. First, translation based on bits of sentences would probably be of a very poor quality. Secondly, one should not forget about the main asset of CAT tools, i.e. the translation memory built in the process of translation. If based on low-quality material, it would not benefit the translator in the future due to low match probability. Moreover, if a translator is not concerned with the quality of his TMs then there is no reason to use CAT tools in the first place for their strength lies in their ability to use our old translations (stored in TMs) for current and future projects. 5. Match – the term denotes a hit in a translation memory. If a CAT tool finds a matching sequence of words (in relation to the currently translated text) in the TM, such sequence is called a match. Matches are always provided as text and percentage numbers next to the suggestion (to denote the extent to which the match is identical with the translated sequence). The percentage thresholds can be adjusted in CAT settings. The classification of matches presented below has been based on Bogucki (2009), SDL (2017) and Kilgray (2017): • Repetition – a segment was translated within a given project and is repeated later in the document; • Context Match – 101% compatibility – a “context match is better than a 100% match. To be a context match, the translation memory segment must be a 100% match for the document segment and the two segments must have the same document context. For the document segment and the translation memory segment to have the same context, they must both have been preceded by the same segment” (SDL, 2017). Context matching is possible due to the fact that translation memories store a lot of information, including: o the source document segment; Chapter 5. Computers in translation 113 o the segment with translation; o the segment preceding the segment in the source document. If such information is unavailable, CAT tools use other information stored in the TMs, e.g. information about the placement of the segment in the TM. • Exact match – 100% compatibility – a segment in the translated text has an identical counterpart in the TM; • Good match – 95% – 99% compatibility – “the source text of the segment is exactly the same as the match, but there are slight differences: numbers, tags, punctuation marks and spaces might be different; • Fuzzy match – 94% – 70% compatibility – a TM segment and the one in translation are compatible in 70-94%. The 70% threshold (see Silva, 2014) is constant in many CAT tools (can be adjusted manually), with some exceptions, like memoQ38 for example; • No match – no match was found in the TM. In addition to the above, some producers list additional categories, e.g. the Kilgray company (2017) uses the notion of Double Context Match to denote context matches with the additional condition of having the same ID in the TM and translated document. Figure 21 below presents match distribution as presented by memoQ. Figure 21. Match distribution in memoQ Adriatic 38 memoQ differentiates between three classes of fuzzy matches in order to provide more detailed statistics of the source document, and provide better results during the process of translation. These include: “High fuzzy (85%-95): In average-length or longer segments (8-10 words or more), normally there is a difference of one word. Medium fuzzy (75%-84): In average-length or longer segments (8-10 words or more), normally there is a difference of two words. Low fuzzy (50%-74%): In average-length or longer segments (8-10 words or more), the difference is more than two words” (Kilgray, n/a). 6. Termbase – a “term base is a database containing pairs of words or expressions (terms) in multiple languages. In translation, term bases are used like a glossary where you can access terms (words and expressions) relevant to your translation work” (Kilgray, n/a). These are smaller units than segments and, therefore, cannot be extracted on the basis of segmentation rules. Similarly to TM, termbase (TB) boasts several unique features. It is: • multidirectional – there is no source-target division; • multilingual – the database may contain any number of languages; • semi-automatic – a CAT tool does an automatic checkup of the TB and provides search results to the translator who, on the other hand, has to add each term to the TB manually 7. Translation mechanics and translation specifics – in the course of the book two types of processes will be referred to. These processes describe the method in which CAT tools are taught/learned and used. Translation mechanics refers to understanding how a given type of software works and how to operate it and its resources (i.e. creation, import and export of TMs, TBs, settings, etc.). It also concerns solving of technical problems. Translation specifics, on the other hand, focuses on predicting and handling translation problems in CAT tools. It mainly concerns developing a set of best practices which, when observed, have a substantial positive impact on overall quality of translation – a feat to be achieved by limiting the risk of committing or copying errors. 8. Machine Translation (in CAT tools) – machine translation has been outlined before in the course of this book. When discussed in the context of CAT tools, it refers to a range of tools (plugins, apps) that can be configured to access external MT systems. For instance, memoQ allows to configure and use MT resources provided by Altlang MT, Crosslang Gateway MT, GoogleMT, IP Translator MT, iTranslate4.eu MT, KantanMT, Let’s MT!, Microsoft MT, Moses MT, Pangea MT, Salte Desktop, SYSTRAN MT, tauyou and Tilde MT (memoQ, 2017; see Figure 22). Chapter 5. Computers in translation 115 Figure 22. MT configuration panel in memoQ 8 Adriatic. SDL Trados users may benefit from SDL’s own solutions like SDL Language Cloud (AdaptiveMT) and SDL BeGlobal MT services. Apart form that, they can use external applications downloaded from SDL AppStore, e.g. MT Enhanced Plugin for Trados Studio (SDL AppStore, n/a.). This particular app allows Trados to “to retrieve translations from either Microsoft Translator or Google Translate, with added features” (idem.). Memsource uses Microsoft Translator by default (free of charge), but allows also to configure Google Translate, Google Translate Premium Edition, Custom Machine Translation Engines, Apertium, CrossLang, Globalese, KantanMT, Microsoft Translator / Microsoft Translator Hub, MoraviaMT, NICT, Omniscien Technologies, PangeaMT, PROMT, SDL BeGlobal, SDL Language Cloud, SYSTRAN, Tauyou, Tauyou Real-time, Tilde MT and more (Memsource, 2017). Most contemporary CAT tools allow to configure and use MT services. In this case, MT matches are either autopropagated (if the software is set to do so) or displayed as suggestions alongside other matches (see Figure 23 below). Figure 23. MT results in Memsource (100 denotes a match from a TM; MT is a match provided by machine translation – Microsoft Translator). MT match quality does not depend on the actual work of the translator (like in the case of TM). It all depends on the quality of MT engine used and, as can be seen from the number of different MT engines available for CAT tools, translators have the option to choose the one they feel satisfied with. What is more, in each case the translator has to decide whether to accept or alter the suggested match or set the CAT tool to accept those matches by default. 5.4. CAT-based translation process The previous sections outlined how students gain their competence as translators and presented the basic notions of computer-assisted translation. It is vital to describe the process of CAT-based translation, even if in general terms, try and explain actions taken by test subjects during the research project. Most CAT tools follow the same principles when it comes to handling a translation. The process starts with a document (or a set of documents) sent in by a client. The translator creates a project, adds the document(s) for translation, translation memory and a termbase. If the customer provided his/her own TM or TB, the translator has to use them also for quoting purposes since it may contain segments that will not require translation in this particular case. TBs are provided in order to assure consistency of vocabulary between the current and previous projects. If the customer does not provide any resources, the translator either creates a new TM (for the client) and uses his/her TMs as references, or uses his existing TM as the main memory to be updated. Chapter 5. Computers in translation 117 Once the quote is done and the client has accepted the deadline and price conditions, the work may begin. When a document is imported39 into a CAT tool, its content is divided into units called segments. Segments are usually single sentences, although users may redefine segmentation rules within the programme in order to suit their needs. When a translator translates a sentence, both the source and translation are stored in TM as a segment pair. A simple example below presents source and target segments in memoQ. Figure 24. Source and target segments in memoQ A database entry for this sample translation looks like this: <tu> <seg>Ala ma kota.</seg> <seg>Ala has got a cat.</seg> </tu> This is a simplified sample as each CAT tool adds various information to segments (creation and modification dates, author, document name and type, creation method, preceding segments, and so on). However, it shows that it is a piece of computer code (XML), where <tu> tag stands for translation unit and <seg> tag for each segment. Separately they are useless but combined like in the example they become a powerful linguistic tool. When a segment is translated, the translator has to confirm it and, by doing so, save it to the TM. When it is done, the software automatically proceeds to the next segment. Figure 25. Finding a match in translation memory 39 In the CAT tools nomenclature documents are not opened but rather ‘imported’ into the system. Depending on whether it has found a match in the TM, the CAT tool enters (propagates) the match into the editor and leaves it for the translator to review and confirm as proper translation. In the case of fuzzy and good matches, more attention needs to be paid as those require more or fewer changes done to the match structure. Exact (100%) and context matches usually require proofreading. Repetitions are inserted and confirmed without translator’s attention needed. In the above example (Figure 25), the programme automatically searched its TM and found a repetition (the sentence translated a moment before), which was then automatically propagated as the correct translation. Most CAT tools offer advanced settings for match processing, including auto-propagation method. A translator may set the programme to fill translation based on matches and confirm translations for a given range of matches. Figure 26. Pre-translate dialogue window with match-linked settings in SDL Trados 2017. Such setting carries the danger of committing errors in translation since, contrary to “blind faith” in the quality of external TMs (Bowker, 2005; Doherty, 2016), such resources may contain numerous errors40 that will be propagated into the translation and, possibly, skipped altogether41. 40 41 See an introductory research presented later in the book which probes the issue. “Frequently it is the case that the translator performs spellcheck after the translation is done. The TM contains the first version of the translation, i.e. the one with spelling mistakes. While some CAT tools change segment status to ‘Draft’ [in SDL Trados, author’s note] and update TM once they are confirmed as translated again. Not all CAT tools do that in this way (e.g., Trados 7, still used by some translators) and correct mistakes on the final document, without updating the TM. As a result, the Chapter 5. Computers in translation 119 It should be mentioned at this point that unless segments are locked (i.e. set to readonly mode by the client, for example. See Figure 27 below) the translator has the ultimate control over each segment and its final translation. Figure 27. Locked segments in SDL Trados 2017. The translator cannot alter the translation. It is especially important in the context of the present study. Even though a computer programme supports the translator with various amounts of linguistic data, not all of it is of high quality (see Doherty, 2016). Therefore, a successful translator has to consider a number of things. First of all, translation of a segment has to be performed, or a match has to be considered. The match may help the translator or may hamper him/her instead, depending on its quality. All TM-generated errors retained in the final translation become the translator’s errors, and will be considered as such by the client. In the case of doubt the translator may assume that the TM carries desired forms of segments and, thus, should remain unchanged (idem.). However, such an approach requires experience that translator trainees simply may not have. What is more, the client may be unaware of any errors in their TM. Therefore, contacting the customer may be the best option in such a case. Once the translation is done, the translator proofreads the document, correcting any errors found by him/herself or suggested by the programme. Depending on the CAT tool, the proofread segments may or may not receive a new status (e.g. in memoQ these are visualised by ‘V+’ [check mark plus] or ‘VV’ [double check mark]). Contemporary wordprocessor-independent CAT tools (SDL Trados, memoQ) do not require the raw translation to be cleaned (see Bogucki, 2009: 65). Each translated segment is confirmed (updated in the TM) and, unless changed, will appear in its current form in the final translator ends up with a correct end document and a TM containing spelling mistakes. When the same TM is used to translate a new document, the translator sees a 100% match and considers it a proper translation, even though the segment still contains errors. Therefore, all segments (even 100% and context matches) should be read, but 100% matches frequently are not included in the final quote (translator gets no money for them), and less attention is paid to them.” (Marcin Świnoga, freelancer. 2016. Personal communication, translation MK.) document. If the translation was ordered by a translation agency, a translation package may be the final product of the process (see Figures 28 and 29 for SDL-based translation workflow). Packages are electronic bundles consisting of a source document, translation memory, termbase, and corpora related to the subject of the document. All the translator has to do is to open the package, translate the document, export the package and send it back to the reviewer (external translator or a translation agency). If errors are found, the package returns to the translator for revision. Only after it has been corrected does it return to the ordering party. If the ordering party sent in a regular document for translation, the process is simpler; the final product will be a document in the target language and, if requested, TM created in the process, exported to a TMX (Translation Memory eXchange) file. No additional work is required as the entire translation was stored bilingually in the TM to be used with some future project. Chapter 5. Computers in translation Figure 28. Single-File Translation Workflow in SDL Trados Studio (http://producthelp.sdl.com) 121 Figure 29. Project Package Translation Workflow in SDL Trados Studio (http://producthelp.sdl.com) 5.5. Translator vs. computer in contemporary professional translation It was mentioned before that technology has become part of our everyday lives, especially so in the professional translation (see Christensen and Schjoldager, 2016). Translators use the Internet to contact their clients, deliver translations, mine data, access glossaries, Chapter 5. Computers in translation 123 machine translation; they use editing, graphics, OCR software and, last but not least, CAT tools. They are more or less fluent in handling the technology, but it is something they have to do in order to stay on the market. “[T]he need for technological competencies for professional translators to remain on top, if not ahead, of change has never been more evident than it is now” (Doherty, 2016: 962). However, little do we know how certain areas of this computer ‘expertise,’ or rather ‘competence’, affect the translation process itself (Bundgaard, Christensen and Schjoldager, 2016). In fact, considering the role CAT tools have in technical and otherwise specialised translation, it is hard not to notice that the translators seem to have lost their dominant role in the translation process to the machine. Already in 2013, Anthony Pym suggested that in the future the role of a human in the process of translation will (d)evolve to that of a post-editor. Risku (2014: 336) uses the term of “computer-assisted network economy” to refer to the current market. This ‘future’ begins now. Statistically speaking, at some point in the future human translation will produce enough number of technical texts that the data will be sufficient to ‘teach’ MT systems to translate certain types of texts automatically. Actually, in some cases, it has already happened. For example, the Polish version of the MS Office website is translated into Polish using Microsoft Translator. The online content starts with a disclaimer reading: Important: this article has been translated using machine translation, see the disclaimer 42. English version of the article can be found here. (Microsoft, 2017; translation mine43) If it already happens, it will surely happen again. Albeit on a much greater scale. The term “computer-assisted network economy” (Risku, 2014: 336) denotes a global change in the perception of the translation market which is no longer composed of individuals working on projects alone, but rather of groups of co-working individuals. While such a change resulted from the need to share translation content in order to be able to carry out much larger projects than would be possible individually, the side-effect was that communication and data exchange methods had to be developed. CAT tools filled this niche, taking at least partial control over the process of translation away from human 42 43 “ATTENTION: Machine Translation Disclaimer: This article has been translated by a computer system with no human intervention. Microsoft offers these machine translations to help non-English speakers enjoy content regarding Microsoft products, services and technologies. Due to the fact that the article was machine translated, it may contain vocabulary, syntax or grammar errors.” (Microsoft, 2017; translation mine). All messages on the Polish version of Microsoft webpage are displayed in Polish. translators. Certain projects may require translators to spend as much (or more) time proofreading automated translation than translating. Christensen and Schjoldager (2016: 107) suggest that “while the CAT tool is generally expected to aid and support the translation process, it may also offer resistance and restrain the process in several ways.” The restraints are not that obvious at first glance, but in no way they are to be ignored. CAT tools have to be bought and then learned (de Saint Robert, 2008; Garcia, 2008). What is more, they reduce context through segmentation (Vázquez and Vázquez, 2014), create the risk of error propagation (de Saint Robert, 2008; Bogucki, 2009). Additionally, the translator has to understand how the TM works and be able to maintain it properly, manage numerous TMs, handle technological aspects of using a sophisticated computer programme, and deal with significantly more complex cost-calculation and invoicing system (Vázquez and Vázquez, 2014). However, even those restraints can be (at least partially) negated through the use of a third party application, like SDL Wordcount that makes quoting and invoicing much easier. The discussion on who is the actual translator – human or machine – touches upon quite a serious problem, one potentially devastating for the freelance translation market globally. While the idea that a computer might completely replace the human translator may sound science-fiction (or a bad joke in the best of cases) to some, recent achievements in computer technology show that the possibility is quite serious. It was mentioned before that computers already take some workload (and part of freedom) off translators’ shoulders, and a number of translation theorists (see Pym, 2013) propose the idea that ultimately translators’ job will be to ‘fix’ minor stylistic or contextual discrepancies in machine translation output. In this light, the meaning of the notion ‘computer-assisted’ takes on a completely different aspect. What does this ‘assistance’ mean? Is it any help provided to the translator during the process of translation, or does it mean doing everything, from pre-processing, through translation itself, to postprocessing, with translator assessing (and correcting, if necessary) the final output? Translation Studies differentiate between the following types of translation methods: human translation, fully-automated machine translation (FAMT), human-aided machine translation (HAMT), machine-aided human translation (MAHT) (Kastberg, 2012), and computer-aided/assisted translation (CAT) (Qun and Xiaojun, 2015), although Chan (2004) and Kastberg (2012) list CAT as an advanced form of MAHT. The question of ‘assistance’ can be discussed in relation to HAMT, MAHT and CAT only, as FAMT does not require human interaction to produce translations. The process is entirely autonomous Chapter 5. Computers in translation 125 and carried out by (primarily) hybrid MT systems that combine the best characteristics of the ‘pure’ ones, like rule-based, example-based, and statistical MT (see Costa-Jussà, 2015; Qun and Xiaojun, 2015). Kastberg (2012: 42) defines HAMT as “software developed for the machine to translate what it can, in the way it can. The human role can be compared to that of a consultant or an editor, i.e. that the translator corrects or modifies what, in the machine’s translation suggestions, is unacceptable to him or her.” Human assistance, in this case, takes on the form of adjusting the translated content. The editing can take place before (A. pre-editing), during (B. editing) and after translation (C. post-editing). Examples of a human aiding a machine may include adjusting word-order so that the computer program can process it smoothly and flawlessly (A), reacting in real time to problems the program faces (e.g. choosing the right synonym for a given context) (B), and (C) correcting final output of the computer program (idem.). Translators-post-editors, suggested by Pym (2013) would use HAMT systems in their everyday work. According to the definition provided by Chan (2004: 139-140), the MAHT “refers to a type of human translation with limited assistance from the machine. It does not remove from the translator the burden of actually performing the translation. The machine is a tool to be used or controlled at the discretion of the translator.” According to the definition, terms like computer-aided translation, computer-aided human translation, computer-assisted translation, computer-assisted human translation, machine-aided translation, machine-assisted translation, and machine-assisted human translation (idem.) denote the same thing. In fact, any computer resource that aids the translator in the process of translation can be referred to as a MAHT tool. The classifying factor is whether the translator has control over the computer programme and its actions or not. If not, it is an MT system. If yes, it can be regarded as a MAHT resource (e.g. spelling and grammar checkers, offline and online dictionaries, corpora, and more). CAT tools incorporate the above and add termbases, translation memory capability, concordancers, and external MT resources. Therefore, it is only natural to list them in the MAHT category. The problem is that the line between MAHT/CAT and FAMT/HAMT is no longer so clear, especially now. It is still true that human translators are responsible for the translation process, but to a lesser extent than a decade ago. The progress in process automation is especially visible in translation. TMs combined with MT allow to pretranslate a document on the basis of match threshold. While remuneration for a 100% match in many translation agencies stands at 25% of a regular rate, it is not always the case. More and more companies do not pay for those at all, deciding that since no actual translation will be involved, no payment is necessary (see Drexler 2016: 58). The policy is unfair, especially when we consider that it does not mean that they do not require proofreading, however. Unless arranged with the customer, the translator is accountable for the overall quality of the entire translation, regardless of the quality of the translation memory used. Unfortunately, translators rarely have the upper hand in company – freelancer relationship and their capacity for negotiation is low. All they can do, on most occasions, is to reject the job (and the money they would earn). While such solution is possible for experienced and respected translators, many more simply cannot afford it. The application of combined TM and MT resources may further fuel the problem of remuneration and translation quality. Doherty (2016: 962) notes that (…) the lines between human and machine are continually blurred and professional translators become more reliant and embedded into the translation process that they had hitherto controlled. (…) With informed and effective use of TMs and MT, many of the known issues and shortcomings of these technologies can be overcome, especially in terms of translation quality, to somewhat mitigate the downward trend in pricing for translation services in line with tighter budgets and deadlines. It means that the effective use of technology could make up for less than optimal job conditions. However, an alternative option should be considered. TM and MT resources shared by the customer (e.g., translation agency) may drop the rates simply to reflect that the translators have less work translating. The fact is that some customers send in pretranslated documents (sometimes with locked segments so that the translator can translate only the unlocked ones44).While such policies may be considered to rise out of moneysaving policy, it does not always pay off in terms of quality. In theory, if given a sufficiently large TM and TB, the translator could translate some specialised text with no expertise in the subject. It could be done even though such a thing would require flawless resources to work with (so that no errors are repeated and chances for success would probably be slim anyway). It means that (technically speaking) contemporary CAT tools are capable of replacing the human translator in the process of translation. The only reasons for them not doing so are: a) there are no TMs large enough to allow processing 44 Reported by Marcin Świnoga, a freelancer specialising in CAT-based technical translation. 2016. Personal communication. Chapter 5. Computers in translation 127 of each text string possible; and b) we, humans, are not perfect. When we translate, sometimes we make errors – errors that are saved in TMs or other resources, which in turn are used to in MT and CAT systems. It all boils down to the fact that a CAT system (consisting of a CAT tool, internal and external TB, TM, and active MT service) cannot react (yet) to non-standard (or rather non-recorded45) linguistic problems while pretranslating and, basing on pre-recorded human work, repeats the same errors. If it could react and adjust pre-recorded translations, there would be no MAHT or HAMT, and FAMT systems would do all the work instead. As it is, CAT tools do not translate by themselves and ‘merely’ assist the translator in the process. In fact, their assistance is so efficient that they may reduce the capacity for learning in some individuals. It seems to be a natural side-effect of using sophisticated software which takes much work off the translator’s mind. The programme ‘remembers’ so that human does not have to. CAT tools have been designed to do so. This feature allows translators to do their job faster and in greater volumes. Moreover, it raises a question of whether this aspect of ‘assistance’ simplifies translation into the (re)production of texts in another language. Human-performed translation, rendering a source text into the target language, is a mental activity (see, for example, Sager, 1994; Baker and Malmkjær, 1988). In this light, CAT-based translation seems more like a mechanical process involving the (re)use of the entire blocks of the text translated by other people, own translations, and machine translated output in order to produce new translations. No longer does the translator require to learn new things constantly since the software is there to ‘assist.’ It is a natural response to market demand and the fact that a translation customer is primarily interested in three properties of a translation: quality, speed and price. The process is not relevant as long as these three conditions are satisfied. CAT tools allow translators to meet this demand. They need to translate a given text, phrase, or find a term only once. Once stored in the TM or TB, it will wait there to be used again. However, would the CAT user be able to translate with the same quality without the CAT tool46? 45 46 In theory, if enough translated segments were recorded in a translation memory, a CAT could successfully pre-translate any specialised document based on context matches (101%). Human assistance would be required only for document preparation purposes, which could be probably resolved as well considering the pace in which OCR tools are upgraded. The same could be said for HAMT systems which by default require less human attention than MAHT systems. A point of reference may be helpful to understand to what extent a TM-based CAT tool can ‘assist’ (or rather completely replace) a translator. “Since November 2007 the European Commission’s Directorate-General for Translation has made its multilingual Translation Memory for the Acquis While such theoretical scenario is not likely – who would stop using CAT tools once they have learned their usefulness – it is an interesting thing to consider from the psychological perspective. We tend to rely more and more on technology which facilitates our daily life. We tend to get frustrated when something does not follow general market standards and requires more of our attention. It is the same with translators. If there are tools which will allow them to translate more, faster, and earn more at the same time – the choice is obvious. If the use of the software is advocated by customers like translation agencies, they will use it even more. In the end, it is a simple loss and profit account. If the software allows the translator to earn more with less effort, it is worth the money invested, even if his/her overall role is diminished by the ‘assisting’ computer programme (e.g. use of previous translations done by other translators). To sum up, CAT tools are extremely capable computer programmes designed to aid the translator in the translation process. However, the may pose a challenge to some users due to their nature and process of operation. In order to assure best results, they require no small amount of training and conscious use. Through assistance they allow translators to improve their translation output and overall quality significantly, at the same time reducing the amount of control over the process. The amount of control removed from the translator may be enough for an inexperienced, or less careful individual, to commit grave errors by re-using faulty translations. The above statement is, at the same time, the core assumption behind the study described in this book. The next chapter will introduce two initial studies, to be followed by the main research. Primary assumptions, test groups, research material, and conduct will be discussed. Furthermore, research results will be presented, analysed and conclusions drawn. Communautaire, DGT-TM, publicly accessible in order to foster the European Commission’s general effort to support multilingualism, language diversity and the re-use of Commission information” (EU SCIENCE HUB. Accessed on 16/04/2017). As of 7 March 2016, the number of segments containing Polish language was 5,330,072, or 84,396,336 words (and counting). In case of PL-EN language pair the number of segments far exceeds 2,000,000 (according to LSPSoftware.com), or almost a half of the total number of Polish segments in the repository. The resource is freely available to all translators working in the EU languages for use in their translation projects. Final remarks 129 Chapter 6. Research The previous chapters introduced the theoretical background for the principal part of the book, i.e. the research. The following chapter recapitulates the main aims of the research and set it in the context of the available free and commercial courses on CAT tools. An additional section will be devoted to error typology. Next, it presents the structure of the research study, including the platform, time frames, test groups, test documents, resources, errors, stages and data collection methods. This is followed by an account of the course of the research study. Finally, the analysis of the results is provided, closed with an overall summary and conclusions. 6.1. Aims of the research study The research study aims to analyse whether trainee translators (students of translation), taught to use CAT tools in accordance with freely accessible online guides or selected commercial courses, are effectively prepared to deal with translation projects involving the use of external translation memories and challenges they may pose. The main assumption of the book is that trainee and less experienced translators are prone to over-rely on computer resources, relinquishing a portion of their independence to a machine, which may lead to [serious] errors in translation (see Doherty, 2016). Effective empowerment of students to deal with authentic issues with translation memory quality, not present in resources prepared by software developers and commercial courses47 (see section 6.2. below), will result in the more conscious use of computer resources like CAT tools and facilitate entering CAT market by reducing the risk of unwanted translation quality problems. 6.2. Courses available on the market For a CAT tool to be successful, it needs to be functional, user-friendly and provided with comprehensive and easy to follow manual. Each CAT software developer publishes 47 Commercial courses are understood are paid courses focused only on teaching CAT software outside academic institutions. online manuals, wikis, and training videos with the aim of allowing the software buyers to learn and master the computer program. In fact, the materials are so detailed that, given the user possess at least some computer expertise, they allow to learn all required features at home and start working in no time. For example, SDL, the developer of Trados, has prepared and published video tutorials on Trados which include presentation on how “to use new features in SDL Trados Studio 2017, such as: AdaptiveMT, upLIFT Fragment Recall, upLIFT Fuzzy Repair, File Type Preview and our Custom Display filters; how to personalize your translation experience and create your own Studio ribbon tabs across all views; how to use the project management and SDL package technology; and how to upgrade your translation memories and use the enhanced search” (SDL, 2017, online source). SDL’s resource page lists the following videos48: • Introducing SDL AdaptiveMT, • SDL Trados Studio 2017 Tutorial, • SDL Trados Studio 2017 5 Minute Video, • SDL Trados Studio 2017 in 2 minutes, • AdaptiveMT in SDL Trados Studio, • How to use Translation Quality Assessment, • Translation Quality Video Introduction, • and Introduction to the integration of SDL Language Cloud with SDL AutoSuggest 2.049. In addition, each SDL Trados buyer is entitled to take an online certification test which, if passed, will grant them the title of a ‘certified user.’ Other developers, like Kilgray for instance, follow a similar path. They also publish training videos on memoQ which cover such topics as: • Introduction to memoQ Adriatic, • Project Management with memoQ Adriatic, • Introduction to Translators memoQ Adriatic, • Productivity and Client Satisfaction, • Find your muses! – Intermediate course into memoQ productivity, • Make it comfy! Adjust memoQ to your needs, Hello memoQ! – an introduction for individual translators, 48 49 Only SDL Trados related content was listed http://www.sdl.com/resources/video-gallery.html Final remarks • Start! – beginners guide to the memoQ galaxy, • Do you know your LiveDocs?50, • and more. 131 Even a cursory analysis of the content of the above-mentioned video materials shows that they are indeed very informative, allowing to learn features of given CAT tools and to develop technical skills required to use them. Another benefit of those resources is that they are mostly free to access and use. However, those users who do not feel at ease learning about computer software on their own, or are interested in more advanced features, have the opportunity to buy one of the commercial courses, available on the market. These usually do not come cheap, at least for an average Polish translator (not to mention students). However, they allow for mastering the software under the tutelage of a competent trainer. The list presented below outlines the learning topics in memoQ course by one of German translation companies: • Introduction to computer-aided translation • Technology overview • Setting up your work environment • Overview of the translation editor • Basic editing functions • Translating MS Office documents • Translating PDF documents • Reviewing the translation • Time and cost estimation • Translating XML in memoQ • Translation of InDesign documents • Quality assurance • Translation of software strings The same list for memoQ, but as provided by one of Poland-based companies (information in brackets denotes level of the course): 50 • Introduction (beginner) • Configuration + mechnisms behind suggesting (beginner) https://www.memoq.com/en/recorded-webinars • Offline projects - translation and terminology (beginner) • Creating translation memories out of existing documents (beginner) • memoQ server from the perspective of a translator (beginner) • Versioning (track changes, updating source document during translation) (intermediate) • File import function (exemptions and change of settings) (intermediate) • Views and tips and tricks in memoQ server-based projects (intermediate) • Settings - configuration (seqmentation and QA) (intermediate) • Terminology import (basic and advanced glossary imports) (intermediate) • Advanced file import (advanced import filters, multilingual filters) (advanced) • Regular expressions for translators and their use in memoQ (advanced) • Own translation rules (advanced) • Automation: auto-translate rules and muses dictionaries (advanced) • Project templates (advanced) Course contents for other CAT tools available on the market follow a similar pattern. The reason for presenting all those topics to be covered either during free online courses, or the commercial ones, is twofold. Firstly, it is meant to show that the presented samples of both types of courses/trainings are comprehensive sets of resources that allow to prepare a translator to use the software at a fairly advanced level. The commercial courses seem to be the obvious choice for users who want to obtain more detailed knowhow in respect of a given tool. Secondly, they show that the main issue of this book, i.e. the risk of reusing errors from translation memories in current and future translations, is not reflected in the topics covered by the courses and training videos51. At the same time, it has to be clearly noted that this statement refers to the courses analysed for the benefit of this study. It is in no way meant to discredit any of them. One reason for such an approach to the issue may be that CAT tools have been designed to follow a certain workflow (see Figure 28 for SDL Trados workflow) which, if observed, greatly reduces chances for receiving translation memories with errors. 51 The author of the book had the opportunity to use online resources published by SDL, Kilgray and Memsource; take a commercial course on memoQ, and complete Memsource course for trainers. None of those courses tackled the problem of dealing with errors in translation memories. Final remarks 133 However, translation industry, communication issues and frequently human factor make following the workflow impossible. As a result, errors are not only committed but also preserved in translation memories. The issue is important also due to the fact that it is virtually unavoidable in the professional career of a successful translator. The only case when a translator would face minimal risk of finding errors in translation memories would be to work exclusively with the self-created TMs, and commit no errors throughout their career. However, that is hardly the case. Translators have to work with multiple TMs (local, server-based), frequently composed of translations by many different translators. Given the proper CAT workflow, these should be reviewed, refined, and made uniform. It is not always the case (see Yamada, 2011). Sometimes TMs come from clients who either do not know the proper workflow (as assumed by the software developers), do not have the means (manpower and other resources) to introduce it, or it is not of primary concern to them. In either case, resulting TMs may contain a number of errors that endanger the translation quality. Some CAT translators have confirmed that problem in the initial survey to the research, reported later in this chapter. Of course, such experienced professionals will probably know such clients and use their TMs with proper care and reservation. Nevertheless, the present study is concerned with students and newcomers to the CAT world – people who have either no experience in translation in general, or at least no experience in the use of CAT tools. Such people are more prone to ‘reuse’ TM-based errors, especially when they are taught (via free or commercial courses) how suggestions work and how the software assists the translator. When an inexperienced translator (a student especially) is given a suggestion which is a bad translation, but at the same time s/he knows that this translation has been used before and was accepted, the person may feel inclined to accept it. If, on the other hand, a new CAT user was exposed to various cases of using TMs (based on authentic situations), they might feel more independent and empowered to challenge suggestions made by the software. The present study strives to verify those assumptions. 6.3. Determining justification for the research Any research involving a discussion on students falling into the trap of errors in translation memories calls for verification whether those errors are present there at all. Therefore, the discussion on the main research of the book will be preceded by a report on findings from a smaller study, conducted before the main one. The study involved a number of professional translators (CAT users) and members of ProZ52 translator community. It was based on a survey prepared using GoogleDocs and published on the Translation Theory and Practice part of the ProZ forums. It was directed exclusively to professionals working with CAT tools on a daily basis. The goal of the study was to confirm that the main research assumptions have justification in authentic situations that translators face in their profession. A total of 26 translators answered the questions, 1853 of whom declared to be professional CAT users and their answers were considered in this study. The list of figures below presents questions and answers: Figure 30: How long have you been an active translator? 52 www.proz.com It has to be noted that the survey was directed to a very specific group of people. Hence low number of responses. 53 Final remarks 135 Figure 31: Please specify the volume of your overall translation jobs carried out using CAT tools (Trados, memoQ, Déjà Vu, etc.). Figure 32: How frequently do you work with translation memories provided by your customers (incl. translation agencies) (results from infrequent to very frequent)? Figure 33: How frequently do you find errors in translation memories (results from infrequent to very frequent)? Figure 34: If you happen to find errors in translation memories, how many are there (on average) (results from a little to a lot)? 18 16 Number of answers 14 12 10 8 6 4 2 0 grammar terminology spelling misinterpretation Figure 35: What types of errors (if any) do you find in translation memories provided by your customers? Figure 36: Do you prefer specific texts for translation (e.g. legal) and you reject those jobs which do not fall into this category? Final remarks 137 Figure 37: If you happened not to get a new job for some time, would you consider accepting a translation job outside your professional experience? (e.g. something you have not translated before). Figure 38: Have you ever found yourself in a situation when you could not use translation memory provided by your customer due to its bad quality (i.e. errors)? The results of the study point to several facts. First of all, they show that errors in translation memories provided by customers are a very common issue. On average, the translators reported a moderate amount of errors (subjective opinion) per a translation memory. Interestingly, despite the fact that most contemporary CAT tools have in-built spellcheckers, the majority of the reported errors are spelling mistakes. Grammar and terminology errors come second, with misinterpretation (or lost meaning) being the least experienced problem (which was to be expected considering the fact that CAT tools are primarily used to translate technical or otherwise specialised texts which leave little room for free interpretation). While almost 60% of respondents reported that they specialise (and, therefore, are more likely to spot and correct translation errors, e.g. in terminology), almost 70% agreed that they would consider accepting a job outside their professional experience if it was justified financially. This implies that student-translators, who have no professional background, would be even more likely to accept such commissions. Finally, over 70% of the surveyed translators declared that at least once they were not able to use a translation memory provided by their customer due to its bad quality, (i.e. the number of errors) and, subsequently, required a number of corrections made it time and cost inefficient to use the TM. The study suggests that at least some portion of TM-based translation does not undergo the revision process (or at least it is very inaccurate). Alternatively, as the author’s personal experience shows, the revision may be conducted on DOCX files, not in a CAT tool, with corrections never reaching the TM. 6.4. Methodology behind the main research 6.4.1. CAT environment The main research was conducted over a period of two academic years using memoQ CAT tool, developed by Kilgray. memoQ is a computer-assisted translation environment (a full suite of tools) developed by Kilgray, a Hungary-based company. Thanks to its quality, ease of use, and marketing (including Kilgray’s Academic Program), it quickly gained recognition on the professional market of translation and became second most popular CAT tool after SDL Trados (according to ProZ.com54). The reason why memoQ was chosen for the project is that the Institute of English Studies, University of Łódź, benefits from the Kilgray Academic Program, the goal of which “is to give the Institution the right to use an unlimited number of memoQ licenses for educational purposes, free of charge” (www.memoq.com, Internet resource). Therefore, memoQ was the obvious choice since it could be used both in the classroom and by students at home (thanks to individual educational licences, shared by the local memoQ server administrator [the author of the book] within the CAT course). 54 http://www.proz.com/software-comparison-tool/cat/cat_tools/2 Final remarks 139 6.4.2. Timeframe The research started at the beginning of April 2016 and continued on to the end of May 2017. It was divided into two Stages, each of which was again divided into two Phases. Both Stages included 2nd year MA students (translation track) over two subsequent years. The goal was to capture data from both groups following the same initial and different final principles, and compare the results: • Stage I Phase I took place at the beginning of April 2016 • Stage I Phase II took place at the end of May 2016 • Stage II Phase I took place at the beginning of April 2017 • Stage II Phase II took place at the end of May 2017 6.4.3. Test groups As was mentioned above, test subjects included 2nd year MA students (MATIS – MA in Translation Studies programme) in their final semester. • Stage I Phase I involved 22 students, 18 of which gave consent to analyse their test data (two recordings could not be used, see section 6.5). • Stage I Phase II collected data from the 16 individuals who consented in Phase I. • Stage II Phase I involved 18 students, all of whom consented to have their data analysed (one recording could not be used, see section 6.5). • Stage II Phase II involved 17 students, all of whom consented to have their data analysed in Phase I. In both cases, groups were mostly female (with only one male in the 2017 group). As a whole, they were rather homogenous with average computer skills and no previous experience in the use of CAT tools. 6.4.4. Test documents Test material consisted of two documents in Polish containing fragments of an independent expert auditor’s opinion with an accompanying financial statement. Both documents were translated into English as it is a more popular direction of translation in Poland. While traditional Translation Studies disapproved, or even rejected, translation into a non-mother tongue (see, for example, Newmark 1988), market conditions and the position of English as the new lingua franca have contributed to a growing acceptance of directionality amongst translation theorists. Snell-Hornby (2000: 37) warns that “it is particularly on the global level of supracultural communication that translation into English as a non-mother tongue has become a fact of modern life.” According to Beeby Lonsdale (1998), “directionality” refers to the fact that translations can be done both into and from a mother tongue. In the case of the Polish translation market, translations from Polish into English are quite common due to a low number of English translators proficient enough in Polish to translate successfully, and those few who can frequently demand rates which are not acceptable for translation buyers in Poland. While fitting into the actual condition of the Polish market, translating into a non-native language was an additional challenge to the test subjects and their use of CAT tools. Each test group had been exposed to such material before during previous semester concerned with non-CAT computer tools used in translation where they were asked to recreate a series of similar (the same subject) documents using optical character recognition (OCR) and word processing software, and to translate them. Phase I document was around 1,200 words long, while Phase II document was around 850 words long. The main bodies (opinion of an independent auditor) were almost the same (520 vs 517 words), while the remaining balance sheet part was longer in the Phase I document. This was a deliberate decision on behalf of the author of the book. The Phase II document was a bit shorter also in order to give students more time to pay attention to details, if necessary. Additionally, the number of errors in the TM was reduced from 18 (Phase I) to 15 (Phase II). Both source documents (Phase I and Phase II) can be found in Appendix 2 and 3, respectively. 6.4.5. Translation memories The main goal of the research was to test how trainee translators (students) deal with errors found in translation memories. Since it was impossible to obtain complete authentic TMs without violating copyrights and proprietary rights of respective third parties, a decision was made to provide a TM based on an actual translation of test documents into English, performed by a Łódź-based sworn translator. Legal and financial terms in translation were additionally consulted with another Łódź-based sworn translator. The translation was then edited in order to introduce most common translation errors, suggested by professional translators in the initial survey and verified for authenticity with local freelancers in Łódź. Final remarks 141 The idea was to use TMs containing errors that are not immediately visible and may be skipped when not proofread carefully. The next step was to align the two documents – the source and altered translation – using memoQ LiveDocs module and the LiveAlign™ technology. It allows to combine two monolingual documents into one bilingual translation memory. This way, the translator retains control over links between the actual segments. Figure 39. Aligning documents in memoQ As a result, two separate TMs were obtained, one for each test document. Due to time constraints during the actual research session and the need to provide students with ample time to proofread the translation and look up unfamiliar words, both TMs were prepared in order to meet the following requirements: • each TM was to contain around 50% of 100%+ matches (Exact, Repetitions and Context matches, according to memoQ terminology). It means that at least 50% of the test document was already translated and was stored in the TM. • 70-99% matches (fuzzy matches) made up around 20% of the test document. • and around 30% of the document required translation from scratch. The errors were placed in the 100%+ matches (those which had already been translated), to be suggested and inserted by the CAT tool into the translation. The remaining segments were either not translated at all or exhibited only partial translation, with no additional errors added. This course of action resulted from the fact that students tend to pay more attention to incomplete segments (no or fuzzy matches) since the 100%+ matches are inserted automatically55 by the program and the remaining ones need translating (see Kenny and Way, 2001, for example). However, the goal of the study was to check whether students rely extensively on the quality of the TMs and only 100%+ matches could be considered to be of high quality since they are full versions of translation performed and accepted by somebody else. What is more, the text was not long enough to allow for numerous errors in the TM. 6.4.6. Errors in translation memories The above section focuses on errors in translation memories. The following paragraphs explore the issue in a bit greater detail in order to outline what types of errors found its place in those TMs and why. The discussion should start with the definition of a translation error. Hansen (2010: 385) notes that the “perception and evaluation of an error as a translation ‘error’ depends on the theoretical approach to translation and the evaluator’s ethical norms with respect to translation.” In short, an error may take various forms. Both translation theorists and associations of translators tried to ‘promote’ their error categories. For example, Hejwowski (2004) proposed a quite elaborate and detailed classification of errors, which included: • Errors of syntagmatic translation (dictionary equivalents, false friends, commonly accepted equivalents, calques, unnecessary transfers); • Misinterpretation errors (mistaking two SL syntagms or verb frames, misinterpreting scenes/scripts, misconstructing the text’s modality); • Realization errors (errors of the target language, wrong evaluation of the TL readers’ knowledge, insufficient knowledge of the subject-matter); • Meta-translation errors (choice of translation technique, additions, omissions, two versions, too many or too few footnotes, wrong translation strategy, corrections, changing the text’s intertextuality). TAUS (Translation Automation User Society) provides a simpler classification which can be broken into (www.taus.net, 2017): 55 The feature mentioned in the main text is called auto-propagation. It is a CAT feature that allows the program to assist translator by inserting 100%+ match into the translation grid. Translator’s job is then to check the translation and confirm it. The feature can be switched ON and OFF in CAT settings. In memoQ it is ON by default. Final remarks • 143 Language – although it can refer to ambiguous sentences, an error in this category generally means a grammatical, syntactic or punctuation error; • Terminology – a glossary or other standard terminology source has not been adhered to; • Accuracy – incorrect meaning has been transferred or there has been an unacceptable omission or addition in the translated text; • Style – quite subjective, it refers to a contravention of the style guide56. This classification seems clearer and less complicated than the one by Hejwowski. Yet, Pym (1992) had already proposed even more concise classification into binary and nonbinary errors. In this division, “there is only right and wrong [answer for binarism]; for non-binarism, there are at least two right answers and then the wrong ones” (idem.: 282). Moreover, it needs to be observed that there are degrees of importance when it comes to errors in translation. Consider a spelling mistake which, according to Pym, is binary. Yet, its impact on the overall value and quality of translation is limited, unless it affects text meaning. A mistranslation on the other hand – also a binary error – is much more serious. Apart from these three examples, it is worth to take a closer look at the classification by Martinez Melis and Hurtado Albir (2001: 281) who distinguished four categories: • errors relating to the source text (ST) and errors relating to the target text (TT) • functional errors and absolute errors • systematic errors (recurrent) and random errors (isolated) • errors in the product and errors in the process This classification is quite important in the course of this book mainly due to the latter two categories, which can define the nature (systematic errors) and reasons (errors in the process) for the errors in translation memories. However, further discussion on the issue will be continued in the last section of this chapter. In fact, it all boils down to the fact that an ‘error’ is a kind of deviation from an established expectation, which have to be formulated before any classification can be made. Chesterman (1993) notes that expectations can be practical (e.g. conformance to the requirements of a client, type of text, or behavioural norms defined by the community of professional translators. Therefore, the errors found in the TMs used in the research fall into four categories, as suggested by the ProZ professionals in the initial research. Those categories include: 56 Quoted from https://www.taus.net/knowledgebase/index.php/Error_typology • grammar. • terminology, • misinterpretation, • and spelling. This classification aims to reflect authentic types of errors committed in such a special work environment as CAT tools. The tables below present full list of errors that could be found in the source TMs used in the research. Table 9. Errors found in the research TMs: Phase I Category: Spelling Number of errors in the text: 2 TM: … secondary legoslations issued on the basis of it and other binding legal provisions. Should be: … secondary legislations issued on the basis of it and other binding legal provisions. Polish: … wydanymi na jej podstawie przepisami wykonawczymi oraz innymi obowiązującymi przepisami prawa. A common spelling mistake, resulting probably from the fact that “o” and “i” are neighbours on the keyboard Desc.: TM: Should be: Polish: Desc.: The financial statement has been prepared for the period from 1 January 2013 to 31 December 2012, and the data is compared to the period from 1 January 2012 to 31 December 2021 . The financial statement has been prepared for the period from 1 January 2013 to 31 December 2013, and the data is compared to the period from 1 January 2012 to 31 December 2012 . Sprawozdanie finansowe zostało przygotowane za okres od 1 stycznia 2013 r. do 31 grudnia 2013 r., natomiast dane porównawcze obejmują okres od 1 stycznia 2012 r. do 31 grudnia 2012 r. Probably an error resulting from fast typing. The translator wanted to type 2013, but missed the key, resulting in an error. Category: Grammar Number of errors in the text: 3 TM: Auditor[‘s] responsibility Should be: Auditor’s responsibility Polish: Odpowiedzialność Biegłego Rewidenta Desc: No Saxon genitive to denote whose responsibility it is. The errors is frequent when fast typing. No proofreading. TM: An audit consists of performing procedures aiming to obtain evidence on the amounts and information revealed in the financial statement. Final remarks Should be: Polish: Desc.: TM: Should be: Polish: Desc.: 145 An audit consists in performing procedures aiming to obtain evidence on the amounts and information revealed in the financial statement. Badanie polega na przeprowadzeniu procedur mających na celu uzyskanie dowodów badania dotyczących kwot i informacji ujawnionych w sprawozdaniu finansowym. Wrong use of a word-defining preposition. “Consists of” means that something is made or formed out of something else, whereas “consist in” means that something is an essential (or main) part of something else. In making such risk assessment, we have taken into account internal control connected with the preparation and fair presentation of the financial statement in order to design audit procedures that are appropriate in the present circumstances, not in order to express our opinion on the efficiency of internal control in the unit. In making such risk assessment, we take into account internal control connected with the preparation and fair presentation of the financial statement in order to design audit procedures that are appropriate in the present circumstances, not in order to express our opinion on the efficiency of internal control in the unit. Przeprowadzając ocenę tego ryzyka bierzemy pod uwagę kontrolę wewnętrzną związaną ze sporządzeniem oraz rzetelną prezentacją sprawozdania finansowego w celu zaplanowania stosownych do okoliczności procedur badania, nie zaś w celu wyrażenia opinii na temat skuteczności działania kontroli wewnętrznej w jednostce. This is a clear example of an outline of a certain procedure. The use of Present Perfect in the TM suggested an account of having performed some action, whereas the Polish version clearly states that this is how it is done; therefore Present Simple “we take” should have been used. Category: Mistranslation Number of errors in the text: 2 TM: Should be: Polish: Desc.: Our task is to audit the financial statement and issue our opinion as to its reliability and the correctness of the accounting records constituting the basis for drafting therein. Our task is to audit the financial statement and issue our opinion as to its reliability and the correctness of the accounting records constituting the basis for drafting thereof . Naszym zadaniem jest, w oparciu o przeprowadzone badanie, wyrażenie opinii o tym sprawozdaniu finansowym oraz prawidłowości ksiąg rachunkowych stanowiących podstawę jego sporządzenia.“Therein” and “thereof” are two common words found in legal writing. “Therein” means “in that,” whereas “thereof” means “of that.” The purpose of reversing them was to check whether students, who were exposed to similar texts before, will be able to detect this fairly obvious error and correct it. Actually, one does not have to know to word exactly to see (if reading carefully) that the “-in” ending does not fit the context. TM: 12th Economical Division of the National Court Register. Should be: 12th Economic Division of the National Court Register. Polish: XII Wydział Gospodarczy Krajowego Rejestru Sądowego. Desc.: This is an obvious example of mistranslation. Polish “gospodarczy” (and “ekonomiczny”) translates as “economic” into English. “Economical” means “ekonomiczny” as well, but in a sense of not wasting something. The two English words are often confused. Category: Terminology Number of errors in the text: 7 TM: The Company has been created for an unlimited period of time. Should be: The Company has been established for an unlimited period of time. Polish: Spółka została utworzona na czas nieokreślony. Desc.: This case is a clear poor choice of words on behalf of a translator. A company is not created, it is established TM: Advances for tangible fixed assets [under construction] Should be: Advances for tangible fixed assets under construction Polish: Zaliczki na środki trwałe w budowie Desc.: The use of omission of “w budowie – under construction.” The error may stem either from a regular human fault or it may be the result of using earlier suggestion from TM (during some earlier project) and accepting it without revision. TM: money and other pecuniary assets Should be: cash and other pecuniary assets Polish: środki pieniężne i inne aktywa pieniężne Desc.: Here the Polish „pieniężne” should refer to cash, and not to general term “money” – “pieniądze” TM: Revaluation capital Should be: Revaluation reserve Polish: Kapitał z aktualizacji wyceny Desc.: The error results from a literal translation from Polish “kapitał,” which translates directly as “capital” TM: Running expenses / revenues / activities Should be: Operating expenses / revenues/ activities Polish: Koszty działalności operacyjnej Desc.: In this case the word „operacyjne” was translated as “running,” probably on the account that s/he understood the term as costs of running the company, i.e. all expenses involved. Afterwards, the word “running” was consequently used for the remaining five times when it was used in the document. TM: Amortisation [and depreciation] Should be: Amortisation and depreciation Polish: Amortyzacja Desc.: “Amortisation” is a literal translation of Polish “Amortyzacja.” However, English equivalent of this item on the balance list is “Amortisation and depreciation.” Note! TM – actual error in the translation memory Should be – proper translation Final remarks 147 Polish – Polish version Desc. – description of the error [ ] – missing content (omission) Table 10. Errors found in the research TMs: Phase II Category: Spelling Number of errors in the text: 2 TM: Should be: Polish: Desc.: TM: Should be: Polish: Desc.: The Management Board of the parent entity is responsible for drawing up a report on activity and for internal auditing, which is deemed essential to ensure that the consolidated financial statements are free from mistatement resulting from intentional fraud or error. The Management Board of the parent entity is responsible for drawing up a report on activity and for internal auditing, which is deemed essential to ensure that the consolidated financial statements are free from misstatement resulting from intentional fraud or error. Zarząd jednostki dominującej jest odpowiedzialny również za kontrolę wewnętrzną, którą uznaje za niezbędną, aby sporządzane skonsolidowane sprawozdania finansowe były wolne od nieprawidłowości powstałych wskutek celowych działań lub błędów. A common spelling mistake. The error repeats consistently three times in the document. Comparative data was presented based on the Corporate Group’s financial statements for the financial year ending on 31 December 2012, examined by some other authorized entity which on 06 March 2012 issued an assessment of those consolidated financial statements in which it stated no remarks. Comparative data was presented based on the Corporate Group’s financial statements for the financial year ending on 31 December 2011, examined by some other authorized entity which on 06 March 2012 issued an assessment of those consolidated financial statements in which it stated no remarks. Dane porównawcze zostały przedstawione na podstawie skonsolidowanego sprawozdania finansowego Grupy Kapitałowej za rok obrotowy kończący się 31 grudnia 2011 r., zbadanego przez inny podmiot uprawniony do badania, który w dniu 6 marca 2012 r. wydał opinię bez zastrzeżeń o tym skonsolidowanym sprawozdaniu finansowym. Another typing error. The translator probably missed number keys when typing. Category: Grammar Number of errors in the text: 2 TM: Should be: The examination consists of conducting procedures aimed at obtaining concerning the amounts and information disclosed in the [consolidated] statements. The examination consists in conducting procedures aimed at obtaining concerning the amounts and information disclosed in the consolidated statements. evidence financial evidence financial Polish: Desc.: TM: Should be: Polish: Desc.: Badanie polega na przeprowadzeniu procedur mających na celu uzyskanie dowodów badania dotyczących kwot i informacji ujawnionych w skonsolidowanym sprawozdaniu finansowym. Again, an example of wrong use of a word-defining preposition. “Consists of” means that something is made or formed out of something else, whereas “consist in” means that something is an essential (or main) part of something else. When assessing that risk, we have taken into consideration internal auditing related to drawing up and reliable presentation of the consolidated financial statements in order to plan the examination procedures that will be appropriate to the circumstances, rather than to issue our assessment of the efficiency of internal auditing in the entity. When assessing that risk, we take into consideration internal auditing related to drawing up and reliable presentation of the consolidated financial statements in order to plan the examination procedures that will be appropriate to the circumstances, rather than to issue our assessment of the efficiency of internal auditing in the entity. Przeprowadzając ocenę tego ryzyka bierzemy pod uwagę kontrolę wewnętrzną związaną ze sporządzeniem oraz rzetelną prezentacją skonsolidowanego sprawozdania finansowego w celu zaplanowania stosownych do okoliczności procedur badania, nie zaś w celu wyrażenia opinii na temat skuteczności działania kontroli wewnętrznej w jednostce. Again, this is a clear example of an outline of a certain procedure. The use of Present Perfect in the TM suggested an account of having performed some action, whereas the Polish version clearly states that this is how it is done; therefore Present Simple “we take” should have been used. Category: Mistranslation Number of errors in the text: 3 TM: OPINION OF [AN INDEPENDENT] EXPERT AUDITOR Should be: OPINION OF AN INDEPENDENT EXPERT AUDITOR Polish: OPINIA NIEZALEŻNEGO BIEGŁEGO REWIDENTA Desc.: The use of omission of “niezależnego - independent.” The error may stem either from a regular human fault or it may be the result of using earlier suggestion from TM (during some earlier project) and accepting it without revision. TM: Responsibility of [the Management Board and] the Supervisory Board Should be: Responsibility of the Management Board and the Supervisory Board Polish: Odpowiedzialność Zarządu oraz Rady Nadzorczej Desc.: Another use of omission. See above for explanation. TM: Under the Accounting Act of 29 September 1994 (Dz.U., issue 152, item 1223) (“The Accounting Act”), the parent entity Management Board and members of the Supervisory Board are obliged to ensure that the consolidated financial statements meet the requirements provided for thereof. Under the Accounting Act of 29 September 1994 (Dz.U., issue 152, item 1223) (“The Accounting Act”), the parent entity’s Management Board and members of the Supervisory Board are obliged to ensure that the consolidated financial statements meet the requirements provided for therein. Should be: Final remarks Polish: Desc.: TM: Should be: Polish: Desc.: 149 Zgodnie z ustawą z dnia 29 września 1994 r. o rachunkowości (Dz. U. z 2009 r. nr 152, poz. 1223 z późniejszymi zmianami) („ustawa o rachunkowości”), Zarząd jednostki dominującej oraz członkowie Rady Nadzorczej są zobowiązani do zapewnienia, aby skonsolidowane sprawozdanie finansowe oraz sprawozdanie z działalności spełniały wymagania przewidziane w tej ustawie. As was explained before, “therein” and “thereof” are two common words found in legal writing. “Therein” means “in that,” whereas “thereof” means “of that.” The purpose of reversing them was to check whether students, who were exposed to similar texts before, will be able to detect this fairly obvious error and correct it. Especially so considering the fact that a very similar error could be found during the Phase I assignment. The examination consists of conducting procedures aimed at obtaining evidence concerning the amounts and information disclosed in the [consolidated] financial statements. The examination consists in conducting procedures aimed at obtaining evidence concerning the amounts and information disclosed in the consolidated financial statements. Badanie polega na przeprowadzeniu procedur mających na celu uzyskanie dowodów badania dotyczących kwot i informacji ujawnionych w skonsolidowanym sprawozdaniu finansowym. Another use of omission. See above for explanation. Category: Terminology Number of errors in the text: 4 TM: Value of the company Should be: Goodwill Polish: Wartość firmy Desc.: In this case the translator translated “wartość firmy” literally, which is not correct. TM: Money and money equivalent Should be: Cash and cash equivalent Polish: Środki pieniężne i ich ekwiwalenty Desc.: Just like in Phase I, the Polish „pieniężne” should refer to cash, and not to general term “money” – “pieniądze” TM: Revaluation capital Should be: Revaluation reserve Polish: Kapitał z aktualizacji wyceny Desc.: Again, the error results from a literal translation from Polish “kapitał,” which translates directly as “capital” TM: Money flow hedge reserve Should be: Cash flow hedge reserve Polish: Kapitał z wyceny transakcji zabezpieczających Desc.: This error pertains to the use of word “money” where it should be “cash.” It is an example of translation without checking the nature of the term. What is more, there are other examples in the text referred to as “cash,” so the error is to test perception of the student. TM: Assessment of hedging instruments Should be: Valuation of hedging instruments Polish: Wycena instrumentów zabezpieczających Desc.: An obvious example of low translator’s competence. The word choice here should be “valuation” since “assessment” translates as “ocena.” This error was suggested as a frequently recurring one by one of the Łódź-based translators. However, in the course of the research the most important factor will not be what types of errors there were, but whether students were able to detect and correct them despite the programme suggesting these were correct translations, approved by some other translator before. Therefore, two scenarios will be considered: a) a student skips an error which implies either process error (lack of proofreading), over-reliance on the expected ‘quality’ of the TM, or lack of linguistic competence, and b) a student detects and corrects an error, proving that s/he is aware of the analysed problem and, therefore, negate the dangers of using external TMs through own translation competence. 6.4.7. Stages, phases, and preparation of students The actual study was divided into two Stages over two consecutive academic years. In each case, it was conducted in the summer semester due to the course programme of the 2nd year MATIS - MA in Translation and Interpreting Studies. Each Stage was further divided into two Phases. Phase I was meant to collect data from both test groups shortly after they learned basics on how to use CAT tools, but before they had the chance to gain experience or learn quirks of the trade. Phase I, therefore, took place in the first part of the semester, whereas Phase II took place towards the end of each respective semester. The goal of Stage I Phase II was to determine if the actual exposure to CAT tools and translation projects is enough to raise awareness of the students and assure acceptable translation quality, as compared to Phase I. What is more, it was to verify the assumption that the lack of proper training in less obvious aspects (or rather not preparing users for certain contingencies), as is visible in the official training materials, does pose a Final remarks 151 significant problem in the context of quality of translation and language-service provision. On the other hand, the goal of Stage II Phase II was to prove that proper exposure to some less obvious aspects of CAT-based translation process yield more satisfying results in terms of translation, and overall service, quality. 6.4.7.1. Preparation of students Preparation of students was critical in the course of the research. Grabowski (2009: 67) notes that developing ICT [information and communication technologies] skills and practical knowledge of dedicated translation software is best implemented among students of technological profiles, whereas students of philology have a humanistic profile. As a result, teaching advanced skills in operating dedicated translation software, such as translation memories (TMs), terminology management systems (TMSs), online databases, localization software, content management systems (CMS), web editing software, DTP, FTP applications or spreadsheets, to name just a few, usually involves high degree of resistance among students, whose contact with technologies […] is limited and frequently even none. Given that professional translators need both humanistic (translator’s skills) and technological profile (translation skills), students graduating from translation specializations are deficient in ICT skills and their chances to prosper on the job market decrease considerably. The observation by Grabowski outlines a very serious problem faced by students of the humanistic departments. The issue was present also in both test groups. In order to negate the problem, both groups took two extensive courses: audio-visual translation (AVT) and computer application in translation. The courses took place over the two semesters preceding the research. The AVT course focused on subtitling, transcription, and developing teamwork and project management skills. The computer technology course concerned primarily the use of word-processors and text formatting, optical character recognition, desktop publishing, regular expressions, file archiving, and more. As a result, the discrepancies in computer literacy between students were addressed and negated. What is more, the preparation provided students with the same starting skills regarding the use of computers in regular translation (non-CAT). The preparation for Stage I Phase I and Stage II Phase I during the research semester was identical in both cases. Content-wise, the programme followed the “Get Started” official videos which, in theory, allow new users to start using the software. Therefore, students learned what CAT tools and translation memories are, which was followed by detailed instruction on the use of memoQ (version 2015), including program settings, project creation, translation memories, translation editor, termbases, and basics of quoting. The table below presents examples of exercises covered during this stage. Table 12. Examples of exercises during the preparatory stage Expertise Examples of exercises program settings a) change language of the UI b) download and install Hunspell spellchecking dictionaries c) manage resource console d) connect to online servers and use online termbases e) configure plugins a) create a project in memoQ project creation translation memory translation editor termbases statistics a) create a TM in order to translate a document b) translate a document and send your customer both the translation and the TM (export to TMX) c) import a TM from several TMX files d) create a TM using LiveAlign (LiveDocs) and use it to translate a document a) navigate the top ribbon to point, name, and describe the functionality of selected icons (e.g. views, pre-translate, statistics, QA, and more) b) practical exercises during which students have to run QA check, refer to QA errors and fix them c) review the translation d) use Views to display only selected segments e) edit and use auto-translation rules a) create a termbase, add terms from within the translation editor b) edit Polish terms for inflection (correct use of the “|” sign) c) import and export termbases a) use statistics to quote a job Following this introductory stage, the Phase I data was collected during a special in-class assignment. The assignment was designed to take up to two hours (max time limit) on the account that the relative volume of translation was around 40% of the entire document, or 1800 characters with spaces per hour. While that much time available may be questioned, it was determined by taking the following into account: • students use computers in a computer lab, not their own devices, • the computers in the lab (room 0.15, Faculty of Philology, University of Łódź) are protected by the DeepFreeze maintenance computer program, which ‘reverts’ the Final remarks 153 machine to its initial (default) state on Power On, resulting in removal of all programs and settings changed by students; therefore, each time students have to set up their memoQ according to their needs and wishes, • their progress is recorded, which may be a stress factor, • possible technical errors, • there is enough time to check unknown terminology on the internet, • there is enough time to proofread the document. The task was to take a translation memory provided by the client, use it to translate the test document in memoQ, and export both final document and TM. Based on the code of conduct from the previous classes, repeated before the assignment started, in case of doubt one should always consult their client (in this case, the teacher)57. Doubts in this context should be considered not as problems with handling the software, but issues with the clarity of the task itself. If needed, explanations were to be asked for in whisper at the teacher’s desk in order not to hint other test subjects and not to disturb their work. Examples of unclear situations: #1 Student: Do you want to receive your translation in DOCX or PDF? Client: DOCX. #2 Student: There are errors in the TM. Do you want to have them corrected or left unchanged? Client: Please correct all of the found issues. 57 Interestingly, there were no questions during Stage I The actual differences in the preparation of students started with Phases II. In the case of Stage I, students continued learning about memoQ. The topics covered included handling various file types (DOCX – formatting principles, physical extracting of media; PDF – formatting issues and the need to know OCR tools; XML/HTML documents and working with tags); advanced file import (using import filters); advanced quoting; creating termbases on the basis of external terminology banks with the use of spreadsheets (MS Excel, LibreOffice Calc), converting it to a memoQ-friendly format and importing them into the program; and, finally, introduction to regular expressions to be used both in termbase preparation and in the creation of own translation rules. On top of that, students had to translate various documents both in class and at home. Topic included finance (financial statements), warehouse product lists, and various short manuals (calculator, hair drier, washing machine – excerpt), all with variants translated in two or three times (e.g. battery replacement manual translated in class, its variant at home with the use of the TM created in class, and finally third variant again in class, but this time using the TM created over the course of the previous two translations). This way students learned how matches work. Towards the end of the semester, students were asked to carry out Stage I Phase II assignment. All the rules and conditions were the same except for the text document, which was a variant of the first one (both source documents can be found in the Appendix). Preparation for the Stage II Phase II included the core principles of preparation for Stage I Phase II. However, this time the programme of the course focused not on the mechanics of the CAT-based translation (understanding how the program works and utilising its resources, i.e. creation, import and export of TMs, termbases, settings, in everyday work) but rather on CAT-based translation specifics, i.e. the process of translation with attention paid to less frequent, and yet authentic, issues and methods of dealing with them. Above all, it is concerned with the development of a code of conduct which, when observed, will significantly improve overall translation quality by reducing the risk of committing or skipping an error. Therefore, the course was extended to cover the following areas: • students were required to proofread matches carefully since the majority of TMs used in class contained errors (similar to the test documents), Final remarks • 155 students were required to present the errors found and explain how they were corrected upon completion of a given translation job (QA and review process analysis), • students used peer-created TMs, which allowed to include random errors into the course. All the errors found were discussed. Example: students were asked to translate a fragment of a washing machine manual. Afterwards, they exported their TMs and shared them with other students, who used them for the following project. • discussions on the origins of errors in translation memories (e.g. proofreading on DOC/X without updating the TM). • students were asked to use external resources, e.g. procedure lists58 and videos. Students prepared in this way were asked to carry out the Phase II assignment (conditions and requirements the same as described above). Data from both Stages was captured with the use of FlashBack Express screen recording utility, which is discussed in the next section. 6.4.8. Data collection methods The method used to capture data during the research was heavily influenced by the work environment, i.e. computer laboratory. A number of options were considered, i.e. keystroke logging, eye-tracking, think-aloud protocols, screen recording, and retrospective interviews (see Ericsson and Simon, 1984; Krings, 1986; Tirkkonen-Condit, 1989; Lörscher, 1991; Jääskeläinen, 2000, 2002; Asadi & Séguinot, 2005; Degenhardt, 2006; Jakobsen and Jensen, 2008; Dragsted, 2010; Grucza, 2012). In the end only one method was found suitable – recording of a computer screen with the use of specialised software. Before we can discuss that, however, it seems valid to explain why other methods were rejected. From the very inception of the research problem, keystroke logging seemed a natural choice to capture data while translating. There are numerous programs on the market, including Translog 2006, “which registers all keystrokes, mouse clicks, and the time intervals between them” (Göpferich, 2011). It was successfully used in the TransComp project. However, there were objections against installing keystroke logging software in a laboratory used by students and teachers for various purposes. Another, 58 Sample procedure list can be found in Appendix 1. much more problematic issue was that in the case of CAT tools the only way for determining when somebody is proofreading or deciding whether something is correct or not would be pauses before confirming a segment by Ctrl+Enter keystroke sequence (which, again, is not recorded by all programs because both Control and Enter are function keys). While this could actually make sense – if there was a pause and then a string of keystrokes correcting an error, we would know it was corrected. If there was no pause, the there was no proofreading. How about instances when there was a pause but no correction? Can we assume that somebody performed proofreading and decided against correcting a given segment? There is no way of knowing that. What is more, keystroke data would present logs and timestamps between strokes. Such data would be difficult to follow and refer to the actual content of the document, and there would be no context, leaving much to the subjective interpretation of the analyst. Therefore, this method was rejected. Since keylogging was no longer an option, analysis of TM structure was selected instead. It was mentioned previously that TM is a type of database where all translation segments are stored. The software saves much more information than the actual translation. It is useful for translators working in teams who have to share their TMs or simply for backup purposes. Below, there is a full translation unit (TU) sequence as retrieved from a TMX file (TM eXchange file format). <tu changedate="20160210T083903Z" creationdate="20160210T083903Z" creationid="Michał" changeid="Michał"> <prop type="client">Michał Kornacki</prop> <prop type="project">PhD research</prop> <prop type="domain">Finances</prop> <prop type="subject">Statement</prop> <prop type="corrected">no</prop> <prop type="aligned">yes</prop> <prop type="x-document">Bilans_PL_ready.docx-Bilans_tłum_ENG_ready.docx</prop> <tuv xml:lang="pl"> <prop type="x-context-pre">&lt;seg&gt;Podstawowy przedmiot i czas działalności Spółki:&lt;/seg&gt;</prop> <prop type="x-context-post">&lt;seg&gt;handel hurtowy środkami ochrony roślin,&lt;/seg&gt;</prop> <seg>Przedmiotem działalności Spółki jest między innymi:</seg> </tuv> <tuv xml:lang="en"> <seg>The Company’s principal activity is, in particular:</seg> </tuv> </tu> Final remarks 157 Table 13 explains what all of this data represents: Table 13. Explanation of TM field names XML code changedate creationdate creationid changeid client, project, domain, subject, corrected aligned x-document x-context-pre x-context-post <seg>Przedmiotem działalności Spółki jest między innymi:</seg> <seg>The Company’s principal activity is, in particular:</seg> Information Document modification date Document creation date Creating user Modifying user Project related data Shows whether the segment was altered (e.g. by proofreading) Segment source - either regular translation or source-target text alignment name of source document(s) Preceeding segment Following segment Source segment (comes 1st) Target segment (comes 2nd) Most of this information is irrelevant for the research but changedate, creationdate, corrected and <seg> do promise some findings after closer inspection. Creationdate shows when a given segment was created, whereas changedate shows when the segment was modified. If we assume that the research material contained 100% match errors that would have to be found and corrected by the translator, these two values alone show if proofreading was done or not. If not, both values will be the same. If proofreading was involved, the changedate value would be later than the creationdate. Another important information is the corrected value (“yes/no”) which shows whether the segment was modified (i.e. proofread and corrected – yes) or not (no). Finally, the strings following <seg> tags constitute actual source and target texts and allow to identify segments for analysis. It is assumed that this method would have yielded results once the amount of information was reduced to the values mentioned above. In order to achieve that, a powerful text-editing software would be needed (e.g. open source notepad ++). Using Find&Replace feature, as well as regular expression59 syntax used to define search patterns, it is possible to reduce individual TU to: 59 For more detailed information on regular expressions see Mitkov 2003. changedate=20160210T083903Z creationdate=20160210T083903Z corrected>no <seg>Przedmiotem działalności Spółki jest między innymi: <seg>The Company’s principal activity is, in particular: In such a simplified version, it is much easier to find those segments which contain errors; what is more, the method was tested with positive results. However, it presents only the final result of translation with no context of how it was achieved. It is assumed that a glimpse at the actual process of translation would be beneficial. It shows how the translator behaves when dealing with ‘problematic’ segments, whether they arrive at the correct version, and if yes – whether they do it immediately or only later during proofreading stage (if there is proofreading at all). Ultimately, the method was rejected as well. Think-aloud protocols (TAP) were first described by Lewis while he conducted research in IBM (see Lewis, 1982). The method has become popular in psychology, language studies (e.g. reading and writing), translation research, and is used to record decision making and process tracing data. It involves the test subject to describe what he/she is doing, looking at, or thinking while performing a given activity. However, in this case, students would have no inkling as to what sort of information was required from them (giving any more or less clear instruction could put the entire research at risk since students could understand what actually was tested). Apart from that, there were logistical issues – students would have to perform the assignment individually in order not to hint or disturb other students. It was impossible due to the limited availability of the computer lab (regular classes) and time constraints on the part of students. Another method considered for the research involved retrospective interviews. This idea was abandoned after a test run in which students who were asked to translate a much shorter document than the test one (although with similar start resources) and answer several questions afterwards. The test showed two things: 1) students remembered little regarding individual segments and it was next to impossible to determine what had actually happened during the translation process; 2) even though students were asked not to communicate between each other lest they suggest what is the object of the study and prepare for it, they actually did. As a result, the data obtained could not be used for analysis. And, of course, there was the problem of time constraints. Similarly to TAPs, retrospective interviews would require individual session for each of almost 40 test subjects – an impossible feat due to both the author’s and student’s daily obligations. Final remarks 159 The last two options to consider were eye-tracking and screen recording. The eyetracking technique allows to obtain a unique insight into the areas of special interest during the translation process. It presents translator’s pace, shows the number of revisions, pauses and their duration, and identifies possible problems during the translation. The technique is often supplemented by screen recording (by default, since eye-tracking systems record the screen and overlay it with eye-tracking data – a feature that can be filtered off) and keystroke logging for triangulating purposes (see Ehrensberger-Dow & Massey, 2013). The obstacles to using an eye-tracking system were twofold: a) eye-tracking systems (both the device and software) are very expensive and require substantial training in their use; b) the use of eye-trackers requires the data to be processed with a statistical software like Statistica or R (open-source) while the research did not justify using statistical software to prove the thesis 60; and the logistics of the experiment – the method would require capturing data person by person, which – considering the results of the test run mentioned previously – did not seem an appropriate solution. As a result, the screen recording technique was selected. As a standalone computer program, the screen recorder does not capture eye movement like eye-tracker. It captures only the computer screen in the form of a video file which can be then watched in the recording software and analysed. A huge advantage of this method over the previous ones is the fact that it allows to capture data from all test subjects in a session at the same time. Most researchers report the use of Camtasia Studio for their research purposes (see, for example, Degenhardt, 2006; Göpferich, 2009; or Sofyan and Tarigan, 2017). While the software offers very good quality and multiple useful features, it is rather expensive. Therefore, an alternative was selected – FlashBack Express 5 by BlueBerry Studios. The BlueBerry studios agreed to provide the Insitute of English Studies with an academic licence for the Standard Version of the software (Pro version allows for real-time video compression and multiple export options). Even though it allows to record sound (could be useful for TAPs) and webcam image (possibly useful to determine what a test subject is doing at a given moment) (see Figure 40 below), both of these features were disabled in order to preserve anonymity of the test participants and TAPs would simply not work 60 Many thanks to dr Carlos da Silva Cardoso Teixeira of the School of Applied Language and Intercultural Studies, Dublin City University, for his help concerning the potential use of eye-trackers in the research. in a group environment (disturbance, voice commentaries might affect translation process of other test subjects). Figure 40. Welcome screen of the FlashBack Express 5 Recorder The software was installed on all the computers in the computer lab by the IT staff of the Faculty of Philology before the research. Operation of the program is quite straight forward. A user has to select whether a whole screen or a window will be recorded and choose whether sound and webcam are to be recorded as well. Once done, the user clicks the “Record” button and the recording starts. Once the assignment is complete, the user brings up the Flashback Express recording control window, clicks the “Stop” button (Figure below) and saves the recording in the FBR (FlashBack Recording) format. Figure 41. Flashback Express recording control window In addition to screen recording, the software can capture key strokes (available through Options->Keystroke setting [see Figure below]), Final remarks 161 Figure 42. Keystroke capture feature in FlashBack Express and mouse cursor, which is extremely handy in the analysis of video section when a student does not translate. An eye-tracker would be perfect in such a situation since it would inform the analyst precisely what a person was looking at and for how long. With no access to this technology one can at least follow mouse cursor which shows the lines along which the person was looking at the screen (eyes follow mouse cursor – we do not move it blindly, but on purpose). The figure below presents a fragment of an actual recording with the student checking online dictionary. The mouse cursor is highlighted with a circle; what is not seen in the image below is how the mouse cursor moves along the student’s eye movement lines while s/he is reading and analysing the search result. Figure 43. Mouse cursor highlighted in FlashBack Express recording FlashBack Express proved to be a good choice to capture video data from students. The standard version used in the study has its drawbacks, though. The captured video can be watched and analysed only with the use of the program itself as the only available export option is an uncompressed AVI format, which results in a single 1.5-hour video size exceeding 30 gigabytes after export. The FBR file size is around 700 megabytes. More recent versions of FlashBack Express allow to set up compression for the FBR file, resulting in files (without sound) below 100 megabytes. In the present study, the older version of FlashBack Express was used, and the captured data analysis process was slowed down due to large sizes of recorded videos and significant processing power required to play and navigate the videos. The next section discusses the progress of each subsequent Phase. 6.5. Course of the research The research started at the beginning of April 2016. Each Phase of the research started with an instruction on the use of FlashBack Express. The instruction was published on the course website and was based on text instructions and screenshots taken from the program. As was mentioned before, the utility is easy to handle. However, it was paramount to make sure students remember all steps required to start recording, stop it and save the video capture file. Additional instruction had to be given in order to make sure the data capture process went smoothly, e.g. instruction not to use Ctrl+Shift+S keyboard shortcut while translating in memoQ. By default, the shortcut copies a source segment to the target one in memoQ, as stops recording in FlashBack Express at the same time. Since it could have posed some problems, it was decided to refrain from using it. The next step was to familiarise students with the task and resources. The resources (source document and translation memory) were to be downloaded from the passwordprotected section of the course website (so that no one can have early access to the files) and saved on the computer in the computer lab. Once it was done and everybody confirmed having (and being able to open) both documents, students were asked to start recording in FlashBack Express and then memoQ. It was mentioned before that by default memoQ does not use any spelling dictionary, for example. No settings were altered in memoQ workstations in relation to the default clean install of the program. The idea was to simulate an authentic scenario when somebody buys the program and starts using it for Final remarks 163 translation. Therefore, students had to set up spellcheck dictionaries on their own, as well as terminology and translation memory plugins. The teacher made no hints during the process and acted only the role of a translation service client. If somebody did not prepare his/her work environment accordingly (despite the fact that it was covered during the classes preceding the assignment), no comment was made. Starting FlashBack Express first and memoQ second marked the start of the assignment. While working on the project, students could use computer and Internet resources freely in imitation of authentic conditions they would translate in. If there were questions regarding the nature of the assignment or some client expectations, students could contact the client (teacher) by approaching his station and asking the question in whisper (in order not to disturb others and avoid any unwanted suggestions for others). If the question was technical in nature (pertaining to the process of translation or memoQ handling), no answer was given. In perfect conditions, a translator would be expected to start memoQ, create a new project, import the document for translation, create a TM and import the contents of the external TM and create a termbase (optional for the assignment). Then the document would be translated and most, if not all, TM-based errors detected and corrected either during the translation or the proofreading/revision stage. Such an outcome on behalf of the test subjects would disprove the thesis of this book. If, on the other hand, the TMbased errors were skipped and saved again to the current TM (the TM created for the project was, in fact, a new TM, which would retain errors from the previous one), the thesis would be confirmed. Each time a student decided his/her work was finished, s/he would export the translated document into a DOCX file and present it to the teacher. Such an event marked the end of the assignment for the person. 6.5.1. Stage I Phase I Stage I Phase I took place at the beginning of April 2016. A total of 22 2 nd year MA (MATIS) students took part in it. However, only 18 consented to have their progress data captured and analysed anonymously. Out of those, two could not be used because the recording stopped (most probably it was accidentally switched off by a student) early in the process. As a result, 16 video recordings were suitable for analysis. The document contained the opinion of an independent auditor. The translation was from Polish into English. Students had a total of two hours to complete the task (see section 6.4.7.1. Preparation of students). The students were given instructions and reported all was clear. The data capture process started with no problems. As a precaution, students were asked not to communicate with each other. There were some technical issues with memoQ on a few computers which needed resolving. Kilgray granted the Institute of English Studies a server license which allows to set up a memoQ server and use it to create and manage student licences on the basis of Client Access Licence (CAL). Each computer on computer lab 0.15 has its own licence. However, in case the program stops responding, it has to be terminated through Windows Task Manager. The server frees up the licence, but the program cannot connect to the server and activate; as a result, it cannot be used61. In order to fix the problem, the WiFi/Ethernet card had to be disabled and licence requested in the offline mode. The program could not connect, obviously, but the no licence status was reset. Upon re-enabling the WiFi/Ethernet card and the Internet connection, the program could contact the server normally, receive a licence and activate, enabling the student to continue work. The two-hour time limit was designed with such problems in mind. Time scores of individual students are provided in section 6.6.1. below. In addition, students had no questions to the client. 6.5.2. Stage I Phase II Stage I Phase II took place at the end of May 2016. The same group of students as in Phase I was tested. However, data was captured only from the 16 students whose data from the Phase I could be used in the research. Again, the document contained the opinion of an independent auditor, albeit it was a different document than in the Phase I. The maximum time to complete the task was again 2 hours. The students were reminded not to communicate with each other. When all of them reported that they are ready, the assignment began. Similarly to Phase I, there were some licence problems with memoQ which were resolved with no greater issues. Time scores of individual students are provided in section 6.6.1. below. No questions to the client were asked this time, either. 61 It has to be noted that most probably the fault lies in the local area network, not the program itself. Final remarks 165 6.5.3. Stage II Phase I Stage II Phase I took place at the beginning of April 2017. It involved 18 students of the 2nd year MA (MATIS), again their final semester in translation. The data was captured from all 18 participants. However, it turned out that one FBR file was corrupted and it was impossible to use it for the research. Therefore, 17 recordings were collected. All students consented to have their progress anonymised and analysed. The document was the same one as in the case of Stage I Phase I. Preparation for this Phase was identical as in Stage I (see Section 6.4.7.1. Preparation of students). The students received instructions, which had to be repeated in order to make sure students knew how to handle the recording system. The data capture process started with no problems. There were some minor issues with students trying to communicate, but those were quickly resolved. No problems with memoQ took place this time. However, one workstation stopped responding after about 20 minutes into the assignment and had to be rebooted. Sadly, due to the DeepFreeze auto-revert utility, all progress was lost (see section 6.4.7.1. Preparation of students). The student agreed to start again with the time limit reset to two hours. The person managed to complete the task and record the process successfully. There was one case when a student accidentally stopped the recording. However, the instruction not to use Ctrl+Shift+S was clear enough that she was aware of the problem and reported the issue to the teacher. The first part of the video was saved, and then the recording was started again. As a result, the record of the translation process by this particular students was split into two files. Time scores of individual students are provided in section 6.6.1. below. Again, students had no questions to the client. 6.5.4. Stage II Phase II Stage II Phase II took place at the end of May 2017. The test was conducted on the same group of students as in Phase I. However, data was captured only from those students who managed to submit a research-viable material in the previous phase. One additional recording was stopped accidentally by a student only after approximately 20 minutes and was discarded. Therefore, 16 video recordings were saved. The document was the same one as in the case of Stage I Phase II. Preparation for this Phase took into account translation mechanics, as described in section 6.4.7.1.). Since it was the second time the students were asked to record their work, no additional instruction was necessary. The progress of the assignment was rather smooth with only two students suffering from the licence issue. In both cases the recording was paused, the problem fixed, and recording resumed. No other problems occurred. Time scores of individual students are provided in section 6.6.1. below. Interestingly, this time there were four questions to the client. All questions concerned errors in the TM and the code of conduct the client expected from the translator. All of the students were instructed to correct all found errors. The following section discusses this novelty, as well as other results. 6.6. Data and analysis Both Stages of the study allowed to capture over 70 hours of data. Due to technical and human errors, the total number of recordings were 32, or 16 per each Stage. The following section presents the results and attempts to justify and analyse the results. The presentation starts with time and then moves on to the actual issue of error detection and correction. 6.6.1. Time As was reported before, students had 2 hours to complete the task. All sessions confirmed that it was enough as no one exceeded the limit. In truth, some students, especially in Stage II Phase II seemed to be finished sometime before they actually stopped recording, but kept on checking and double-checking their translations. The times reported here are noted on the basis of the duration of entire recording by a student, including preparation, setting up the software, translating, data mining, etc. The tables below present recording times in Stage I and Stage II. Table 14. Recording times in Stage I Phase I Student Phase II 00:44:22 S1-01 00:46:08 01:13:26 S1-02 01:12:58 00:59:27 S1-03 01:00:40 00:56:56 S1-04 01:10:03 01:00:48 S1-05 01:16:32 00:54:15 S1-06 01:01:04 Final remarks 167 01:17:35 S1-07 01:07:12 00:59:28 S1-08 01:00:45 00:42:12 S1-09 00:49:02 01:11:05 S1-10 01:13:42 01:09:33 S1-11 01:12:29 00:52:58 S1-12 00:57:48 01:09:28 S1-13 01:05:13 00:48:10 S1-14 00:50:09 00:44:45 S1-15 00:44:22 00:45:06 S1-16 01:09:46 Table 15. Recording times in Stage II Phase I Student Phase II 00:49:26 S2-01 00:57:50 01:28:58 S2-02 01:32:04 01:08:10 S2-03 01:21:40 01:47:51 S2-04 01:30:04 01:17:22 S2-05 01:24:18 01:32:02 S2-06 01:23:04 01:49:05 S2-07 01:35:32 01:05:20 S2-08 01:20:15 01:35:43 S2-09 01:42:08 01:33:40 S2-10 01:42:25 01:22:40 S2-11 01:19:17 01:36:21 S2-12 01:24:27 01:12:54 S2-13 01:35:11 01:38:08 S2-14 01:22:32 00:56:34 S2-15 01:19:34 01:40:50 S2-16 01:44:07 As can be seen, the times in Stage I are shorter than in Stage II. There is no clear justification for this fact since both groups attended exactly the same courses throughout their studies and technology-based courses covered the same material. Group mentality (the need to excel, to be the first, a kind of competition present in the Stage I group, and not in the Stage II group) may be a factor here. On average, the Stage I group needed 58 minutes to complete the assignment in Phase I and 62 minutes in Phase II. The students needed around 7% more time even though they had gained some experience between the Stages and the document was noticeably shorter. In the Stage II Phase I, the students needed on average 84 minutes to complete the assignment. In Phase II it was 87 minutes – an increase of around 2%. While results are similar, the Stage II result is slightly better than the Stage I and students needed less time compare to Phase I. 6.6.2. Errors The main object of the study was to register how students deal with problems that could be found in the TM provided by the customer. The data is reviewed individually stage by stage and each error is marked as either omitted or corrected. The exact information on whether an error was skipped (No) or corrected (Yes), is provided in Appendix 4, numbered according to the lists provided below. The ordered list of Phase I errors includes: • Error #1 - legoslations • Error #2 - Auditor[‘s] responsibility • Error #3 - the basis for drafting therein • Error #4 - An audit consists of performing • Error #5 - we have taken into account • Error #6 - 12th Economical Division • Error #7 - has been created for an unlimited period • Error #8 - prepared for the period from 1 January 2013 to 31 December 2012 • Error #9 - Advances for tangible fixed assets [under construction] • Error #10 - money and other pecuniary assets • Error #11 - Revaluation capital • Error #12 - Running expenses • Error #13 - Amortisation [and depreciation] • Error #14 - running revenues • Error #15 - running revenues • Error #16 - running expenses • Error #17 - running expenses • Error #18 - running activities The ordered list for the Phase II includes: Final remarks • Error #1 - Opinion of an [independent] expert auditor • Error #2 – Responsibility of [the Management Board] the Supervisory Board • Error #3 – mistatement • Error #4 – provided for thereof • Error #5 – mistatement • Error #6 – consists of conducting • Error #7 – in the [consolidated] financial statements • Error #8 – mistatement • Error #9 – we have taken • Error #10 – 31 December 2012 • Error #11 – Value of the company • Error #12 – Money and money equivalent • Error #13 – Revaluation capital • Error #14 – Money flow hedge reserve • Error #15 – Assessment of hedging instruments 169 The errors are reported in the order of appearance in text/translation process. Individual results have been collected and an average has been drawn in order to compare the data and outline a summary. On the occasion that a student detected an error and corrected it, or rephrased the segment in a correct way, the segment change was considered as corrected. 6.6.3.1. Stage I Phase I results The following diagram presents the results of individual students as recorded in Stage I Phase I. Full results divided into individual error cases can be found in Appendix 4. Stage I Phase I 120 100 80 60 40 20 0 S1-01 S1-02 S1-03 S1-04 S1-05 S1-06 S1-07 S1-08 S1-09 S1-10 S1-11 S1-12 S1-13 S1-14 S1-15 S1-16 Omitted Corrected Errors retained in the TM Figure 44. Individual results, Stage I Phase I 6.6.3.2. Stage I Phase II results The following diagram presents the results of individual students as recorded in Stage I Phase II. Full results divided into individual error cases can be found in Appendix 4. Stage I Phase II 120 100 80 60 40 20 0 S1-01 S1-02 S1-03 S1-04 S1-05 S1-06 S1-07 S1-08 S1-09 S1-10 S1-11 S1-12 S1-13 S1-14 S1-15 S1-16 Omitted Corrected Errors retained in the TM Figure 45. Individual results, Stage I Phase II Final remarks 171 6.6.3.3. Stage II Phase I results The following diagram presents the results of individual students as recorded in Stage II Phase I. Full results divided into individual error cases can be found in Appendix 4. Stage II Phase I 120 100 80 60 40 20 0 S2-01 S2-02 S2-03 S2-04 S2-05 S2-06 S2-07 S2-08 S2-09 S2-10 S2-11 S2-12 S2-13 S2-14 S2-15 S2-16 Omitted Corrected Errors retained in the TM Figure 46. Individual results, Stage II Phase I 6.6.3.4. Stage II Phase II results The following diagram presents the results of individual students as recorded in Stage II Phase II. Full results divided into individual error cases can be found in Appendix 4. Stage II Phase II 100 90 80 70 60 50 40 30 20 10 0 S2-01 S2-02 S2-03 S2-04 S2-05 S2-06 S2-07 S2-08 S2-09 S2-10 S2-11 S2-12 S2-13 S2-14 S2-15 S2-16 Omitted Corrected Errors retained in the TM Figure 47. Individual results, Stage II Phase II 6.6.4. Analysis The research yielded most interesting results. While Phase I scores were virtually the same in both Stages and neared 90% of the retained TM errors, Phase II clearly shows that the main assumptions of the book were correct. In the case of Stage I, the extended exposure to CAT tools has proven to be beneficial for the students, who have improved in finding and correcting errors by about 10% on the average. However, Stage II results clearly show that the stress put to translation specifics, i.e. best practices in using CAT tools, proves to be a more effective approach. Stage II students improved by about 30% on the average (only around 62% of TM-based errors were retained, see Figure 48 below). Average number of retained errors 100 90 80 70 60 50 40 30 20 10 0 Stage I Stage II Phase I Phase II Figure 48. Average number of retained errors between Stages. What is interesting, while in Phase I in both Stages many students skipped altogether the review of the 100% match suggestions offered by the program, some of them were found to actually proofread those matches. However, the proofreading turned out to be very cursory and frequently too short to allow for a proper revision. As a result, even quite obvious errors like different numbers in source and target segments were skipped. In Stage II, the student approach changed visibly. True, there were cases when students skipped about 90% of errors, but the majority managed to detect and correct significantly more errors than in Phase I. What is more, they were much more suspicious about suggestions made by the program and attempted to rephrase some of the correct suggestions. While in Phase I there was virtually no terminology verification, Phase II Final remarks 173 saw a significant increase in this respect. An interesting fact is that in Phase I the export of the translated document to a DOCX file ended the process. In Phase II many students reviewed the DOCX file again, finding and removing spelling mistakes (own and TMbased). However, some of the students still failed to update the TM after revising the DOCX file, even though it was a part of the course repeated time and time again as one of the more frequent reasons behind errors in translation memories. Ultimately, the results show that the main thesis of the book, i.e. that empowering students/trainee translators through activities aimed to develop best practices in using CAT tools, not limited to the translation mechanics, has a significant impact on translation quality. It is especially true considering around 20% better results than a similar group of students not prepared in a similar fashion, and only after about two months of intense exposure to the quirks of the trade. To recapitulate, the results prove that regular online training materials offered by software developers, as well as commercial courses based on those, cannot be considered sufficient to enter the CAT-based translation market. A CAT buyer is not prepared, in terms of proper procedures and best practices, to use the software to its fullest extent and not endanger his/her professional image as translators. 7. Results and conclusions The results of the research seem to confirm the main assumptions of this book – students who used the information contained in the official training videos, but then were exposed to authentic quality issues when working with CAT tools, performed much better than their colleagues who were not prepared in the same way. One can only speculate on the reasons why the content concerning TM-quality is not introduced in those courses. The insights taken from the analysis of the actual data lead to two possible options: a) CAT tools are sophisticated computer programs with highly structured workflow that denies the possibility of TM-based errors, and b) TM quality comes secondary in the context of the translation competence of the translator who, given their professionalism, ideally will be able to detect and correct errors regardless of their exposure to CAT tools. If we look at the SDL Trados workflow (see Appendix), we can see that the package-based version is more robust, with the pronounced role of a reviewer who decides when the translation can be approved, and suggests corrections if that is not the case. The package-based workflow is a natural choice for companies with established operation procedures (like quality assurance, for example), because it allows to improve quality by reducing the possibility of errors on various stages of the translation process. On the other hand, there is the single document workflow, which concerns primarily translation of a document with the use of own resources. The use of own resources reduces the risk of re-using faulty translations (but only if we assume that the translator makes no errors him/herself). The problem is that no process is perfect and even package-based workflow cannot guarantee the quality of translation memory or termbase, as was suggested by professionals in the initial study. Therefore, not including the analysis of dangers of using external resources for CAT-based translation into training materials may prove to be of value when it comes to product marketing, but it certainly does not prepare CAT users for every contingency. As a result, it does not prepare CAT users for effective work. The second option considered was the over-reliance on technology. The captured data revealed that some students did seem to proofread the suggestions made by the program, but ultimately left them unchanged. On several occasions, the mouse cursor would move slowly along the text as if the person was reading (which seems perfectly logical considering that the recordings were single fluid sessions and some segments were confirmed out of hand). However, with no access to an eye-tracking system, it is impossible to verify this. If it can be assumed that the revision was there, but there were no positive results, then there can be no doubt that something else has failed. A number of factors can be named: • lack of conscious use of the software, • lack of reflection over own actions and their effects, • lack of independence as translators, • over-reliance on the machine and accepting suggestions offered by the program with no second thoughts. This raises a question of whether CAT tools should be used by “inexperienced” translators at all. CAT tools are designed to help translators but, as was mentioned previously, they “assist” the translator, not the other way round. Therefore, if the trainer does not help the translator develop a kind of readiness and lack of trust in the machine, the ability to question the content it suggests, and to review this content, the results may be far from Final remarks 175 perfect and CAT tools may cause more harm than good in certain conditions. In the initial research, professionals reported cases when the external TM was of such poor quality that they could not use it for the project. They were “competent” enough to notice the fact and make a proper decision on that basis. If it was not the case, the translation might continue with poor result. The presented problem may be worth considering in future studies because freely available video courses do not prepare a potential CAT user as they should. True, they show how to process a document in order to produce a translation. However, it may not be enough for translators who are yet to develop their own independence and who may assume that the feedback offered by the software is always of high quality. The training in the use of CAT tools, or any automated computer resources for that matter, calls for a new approach to the issue – one which could be tailored to meet individual needs of a student and focus on the final translation quality, not only on the translation process. Obviously, the process, or the mechanics, is important since it allows to perform the task at all. However, if it does not go hand in hand with translation specifics, focused on the quality, the ultimate success of the translator may be in danger. It has to be emphasized that even if the use of CAT tools is required by the client, the CAT tools are only a means to an end, not the end in itself. Ultimately, it is the quality of translation that matters and brings the client back to the translator. To sum up, the results of the main study confirm the initial assumptions and allow to draw conclusions. Free courses may teach an individual how to operate a software, but they will not teach them how to translate. What is more, such courses do not pay attention to developing best practices in the use of CAT tools. It is important to note that the discussion presented in this book addresses an important issue in the process of translator training in the age of technology. The contemporary translator is no longer solely a linguist – the trade requires an individual to be a translator, consultant, IT specialist, graphic designer, marketing manager or whomever the job requires them to be. There are more and more new tools that can assist the translator in a number of ways; many of them advertised to be easy and intuitive to use. However, not all solutions are obvious and easy to handle, especially for those translators who are less computer literate. The subject of the book was chosen with the desire to update the process of teaching CAT tools. This goal is current also because many translation agencies in Poland and abroad require new translators to use one or more CAT tools. Therefore, a graduate has to be CAT-literate in order to be able to enter the translation market with any hopes for success. The research has shown that free online tutorials may not always be enough of a training base to prepare the translator sufficiently to produce high-quality translations and, therefore, achieve commercial success in his/her professional career. CAT tools, as the name suggests, are devices to be used as an aid, an asset that improves translator’s chances for success. Therefore, mastering them and the entire CAT-based translation process is instrumental in achieving this success. By no means is this statement to mean that it is always the case. Much depends on the person who is to learn how to use the software. The research indicates that the greater awareness of the translation quality in a translator, the smaller risk of committing (or copying) an error. However, less competent and less experienced trainee translators do seem to experience problems in terms of the effective application of CAT tools in everyday work. It was proven that, when asked to translate a document using an external translation memory (provided by a customer), trainees neglect a thorough revision of suggestions provided by the CAT tool, and thus retain most of the errors (spelling, grammar, terminology, sense) originating from the TM. What is more, greater exposure to translation with CAT tools did not change their approach visibly. It was proven that translation mechanics, or mastering the technical aspect of the tools, is not enough to yield satisfactory results. In order to achieve success, both in terms of quality, standing on the market and, therefore, ability to attract new customers and achieving financial satisfaction, the translator has to be trained to be independent, self-reflective, conscious of the limitations of the software prepared to work with external TM in terms of revision, form and origin of errors, and general caution during the process of translation. The change was registered in students who focused on both translation specifics and mechanics, while free online courses focus only on how to handle the software, and not use its resources in context. On the same hand, it should be noted that the final results of the Stage II Phase II group were not as good as was expected. Most probably this result is related to students’ low experience in the trade. At the moment, it is difficult to speculate whether more experienced translators would perform any better. However, the findings of this study will serve as a basis for a future research on translator’s self-regulation, its development and importance for the profession. Nevertheless, the study confirmed that the inclusion of external data revision policies into CAT environment leads to the development of practical aspects of translation Final remarks 177 competence. As a result, trainee translators are more cautious and conscious of their work. On average, Stage II Phase II students have shown significant improvement in translation quality thanks to the application of revision procedures (during and after translation, and after the translated document has been exported) and data management. Therefore, it can be assumed that the increased independence and consciousness of own skills and machine limitations would result in a greater chance for successful entering the highly competitive translation market with a degree of success. The study has also shown that the level of complexity of contemporary CAT tools can be a challenge to many people. The technical aspects of handling such a computer program are of course important and appropriate time should be devoted to mastering those. However, the study has also allowed to identify the main problem, i.e. relinquishing a portion of control over the translation process to the machine. The acronym CAT can be expanded as Computer-Assisted human Translation; however, many students ended up translating only untranslated content and assisting the computer in confirming the TM suggestions (working akin to a semi-automatic MT). CAT tools are not MT systems, even though they incorporate elements of machine translation. Therefore, relinquishing a part of control to a computer program may, and frequently does, lead to disaster in terms of the quality of translator service provision. The main goal of a translator is to provide topquality translations. Over-reliance on CAT systems may result in retaining TM-based errors throughout a number of documents. It is true that CAT developers have come up with a certain type workflow (varying from tool to tool), which assures the greatest efficiency, consistency and relatively low error risk factor. However, the training in CAT tools requires attention to be put to the risks of not following the workflow and dangers of trusting the machine too much. Hence the need for insightful courses on translating in CAT tool, not on using CAT tools. It is an open secret that not all translation traffic is monitored and revised. What is more, “revision by another person can only assure quality if this person is truly competent and the translation/revision process is properly executed” (Martin, 2012). As a result a significant portion of TMs available on the market, including online open repositories like MyMemory (http://mymemory.translated.net/), may be full of errors. Most of those are simple, yet easy to omit, errors that do not require any special expertise (e.g. spelling mistakes). A translator who completes a regular online CAT course may be prepared in terms of handling the program, but is prone to place too much trust in the data (translated, accepted [and maybe even reviewed]) coming from other translators. It could be argued that such problems could be negated by the translator’s expertise in a given field. However, the initial study on professional translators indicated that they are willing to translate documents outside their area of specialisation, under certain circumstances. The same, albeit to a much greater extent, can be said about graduates and new translators who do not have an established position on the market and have to translate all jobs given to them just to stay on the market. The problem was signalled before – the lack of awareness of the problem demonstrated in the present book may be a detriment to effective use of CAT tools. A question arises: ‘Is it wise to expose translators to CAT tools before they have the chance to gain some experience in the trade?’ Expertise in one or more CAT tools becomes standard, and all new translators entering the market are expected to know how to use them. Ultimately, if a trainee translator considers professional career in translation, CAT tools are not an option – they are a necessary condition to achieve commercial success. The competition on the market forces new translators to open themselves to new technologies and new ways of translating in order to compete with experienced translators with an established portfolio of clients. The quality of a course can be measured in many ways. The average success of the course participants on the market can be referred to as one of such markers. If we consider that free online courses are available for everybody, students and professional translators alike, we can see that students and non-CAT professional translators have different starting conditions. Therefore, their final results, based on such courses, may be quite different. It shows clearly that the average success of the course participants does not reflect the potential of the course. Especially so when we speculate that it is easier for professional translators to incorporate CAT tools into their translator’s workshop due to several factors: a) they have experience in regular translation (i.e. expertise in one or more fields); b) they have a client base that they translate for and CAT tools are (in theory) a means to enter new areas of the translation market; and c) they are already shaped as translators, i.e. they are confident at what they are doing. Such people will probably be satisfied with free online courses because they are less timeconsuming than a CAT course at a university, for example. Trainee translators do not have this background: they are prone to be influenced by other translators’ choices due to their lack of experience and confidence; they do not have their own client base and are forced to accept all offered jobs in order to gain the experience and expertise. In their Final remarks 179 case, as the research suggests, CAT courses focused on how to operate the program do not work. A different approach is needed – one that will teach the trainee how to use the program consciously and effectively; when to trust external resources, when to be cautious and how to make sure that no new errors are committed and transmitted further with the exported TM. Students have to see that automation is very helpful in translation. However, it has to be kept in check lest a translator takes responsibility for translation that is only partially his own, and in fact performed by a machine. Pym (2013) suggested the evolution of the profession of the translator to that of the post-editor. That may well be true for the future. However, even in such a scenario translator competence (both in terms of using tools, linguistic competence, independence, self-awareness, consciousness and translation skills) is the key because, as Martin (2012) suggested, the fact that a translation has been revised does not mean it is of high quality. As a final remark, the author of the book wants to express satisfaction with the data collection method. Despite minor technical problems, the data collected allowed for insight into the actual translation process. 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San Diego, CA: Academic Press. https://doi.org/10.1016/B978-012109890-2/50031-7 Appendices 195 Appendices Appendix 1: List of procedures for CAT-based translation prepare a document for translation (formatting, OCR, etc.) create a project and enter all required information import a document (use filters if necessary) add (check) or create a translation memory add (check) or create a termbase review project settings translate the document if you do not specialise in the subject and you use external translation memory, review match suggestions carefully review specialised terminology if you are unsure about the quality of obtained resources run QA check and review the document update your TM export the document Appendix 2: Main research source document – Phase I OPINIA NIEZALEŻNEGO BIEGŁEGO REWIDENTA Dla Zgromadzenia Wspólników firmy. Opinia o sprawozdaniu finansowym Przeprowadziliśmy badanie załączonego sprawozdania finansowego firmy. z siedzibą w Warszawie („Spółka”), na które składa się wprowadzenie do sprawozdania finansowego, bilans sporządzony na dzień 31 grudnia 2013 r., rachunek zysków i strat, zestawienie zmian w kapitale własnym oraz rachunek przepływów pieniężnych za rok obrotowy kończący się tego dnia oraz dodatkowe informacje i objaśnienia. Odpowiedzialność Zarządu Zarząd Spółki jest odpowiedzialny za prawidłowość ksiąg rachunkowych, sporządzenie i rzetelną prezentację tego sprawozdania finansowego oraz sporządzenie sprawozdania z działalności zgodnie z ustawą z dnia 29 września 1994 r. o rachunkowości (Dz. U. z 2013 r. poz. 330 z późniejszymi zmianami) („ustawa o rachunkowości”), wydanymi na jej podstawie przepisami wykonawczymi oraz innymi obowiązującymi przepisami prawa. Zarząd Spółki jest odpowiedzialny również za kontrolę wewnętrzną, którą uznaje za niezbędną, aby sporządzane sprawozdania finansowe były wolne od nieprawidłowości powstałych wskutek celowych działań lub błędów. Zgodnie z ustawą o rachunkowości, Zarząd Spółki jest zobowiązany do zapewnienia, aby sprawozdanie finansowe oraz sprawozdanie z działalności spełniały wymagania przewidziane w tej ustawie. Odpowiedzialność Biegłego Rewidenta Naszym zadaniem jest, w oparciu o przeprowadzone badanie, wyrażenie opinii o tym sprawozdaniu finansowym oraz prawidłowości ksiąg rachunkowych stanowiących podstawę jego sporządzenia. Badanie sprawozdania finansowego przeprowadziliśmy stosownie do postanowień rozdziału 7 ustawy o rachunkowości, krajowych standardów rewizji finansowej wydanych przez Krajową Radę Biegłych Rewidentów oraz Międzynarodowych Standardów Rewizji Finansowej. Regulacje te nakładają na nas obowiązek postępowania zgodnego z zasadami etyki oraz zaplanowania i przeprowadzenia badania w taki sposób, aby uzyskać racjonalną pewność, że sprawozdanie finansowe i księgi rachunkowe stanowiące podstawę jego sporządzenia są wolne od istotnych nieprawidłowości. Badanie polega na przeprowadzeniu procedur mających na celu uzyskanie dowodów badania dotyczących kwot i informacji ujawnionych w sprawozdaniu finansowym. Wybór procedur badania zależy od naszego osądu, w tym oceny ryzyka wystąpienia istotnej nieprawidłowości sprawozdania finansowego na skutek celowych działań lub błędów. Przeprowadzając ocenę tego ryzyka bierzemy pod uwagę kontrolę wewnętrzną związaną ze sporządzeniem oraz rzetelną prezentacją sprawozdania finansowego w celu zaplanowania stosownych do okoliczności procedur badania, nie zaś w celu wyrażenia opinii na temat skuteczności działania kontroli wewnętrznej w jednostce. Badanie obejmuje również ocenę odpowiedniości stosowanej polityki rachunkowości, zasadności szacunków dokonanych przez Zarząd Spółki oraz ocenę ogólnej prezentacji sprawozdania finansowego. Wyrażamy przekonanie, że uzyskane przez nas dowody badania stanowią wystarczającą i odpowiednią podstawę do wyrażenia przez nas opinii z badania. Wprowadzenie do sprawozdania finansowego (wszystkie dane liczbowe przedstawiono w tysiącach złotych) Dane identyfikujące Spółkę Nazwa Spółki Nazwa firmy, zwana dalej Spółką Siedziba Spółki Aleje Jerozolimskie, Warszawa Rejestracja w Krajowym Rejestrze Sądowym Siedziba sądu: Sąd Rejonowy dla m.st. Warszawy w Warszawie, XII Wydział Gospodarczy Krajowego Rejestru Sądowego Data: 22 listopada 2001 r. Numer rejestru: KRS 0000000000 Podstawowy przedmiot i czas działalności Spółki: Przedmiotem działalności Spółki zgodnie z umową Spółki jest między innymi: • handel hurtowy środkami ochrony roślin i innymi produktami chemicznymi, • produkcja dodatków do betonów wszelkich typów, • handel hurtowy i produkcja materiałów budowlanych, • usługi pośrednictwa handlowego na rzecz firm grupy. Appendices 197 Spółka została utworzona na czas nieokreślony. Okres objęty sprawozdaniem finansowym Sprawozdanie finansowe zostało przygotowane za okres od 1 stycznia 2013 r. do 31 grudnia 2013 r., natomiast dane porównawcze obejmują okres od 1 stycznia 2012 r. do 31 grudnia 2012 r. Bilans (wszystkie dane liczbowe przedstawiono w tysiącach złotych) AKTYWA Nota 31.12.2013 31.12.2012 281 498,7 76 064,8 Inne wartości niematerialne i prawne 3 494,9 4 327,6 Zaliczki na wartości niematerialne i prawne 680,7 - 4 175,6 4 327,6 Środki trwałe 31 823,3 35 547,8 grunty (w tym prawo wieczystego użytkowania gruntu) 12 437,8 12 437,8 budynki, lokale i obiekty inżynierii lądowej i wodnej 12 621,9 14 150,5 urządzenia techniczne i maszyny 2 305,8 3 347,9 środki transportu 3 930,1 5 070,3 inne środki trwałe 527,7 541,3 Środki trwałe w budowie 234 926,1 8 755,0 Zaliczki na środki trwałe w budowie - 17 940,4 266 749,4 62 243,2 1 495,6 1 384,2 1 495,6 1 384,2 Aktywa trwałe Wartości niematerialne i prawne Rzeczowe aktywa trwałe Należności długoterminowe 1 2 3 Od pozostałych jednostek Długoterminowe rozliczenia międzyokresowe Aktywa z tytułu odroczonego podatku dochodowego 17.3 8 574,0 7 636,5 Inne rozliczenia międzyokresowe 4 504,1 473,3 9 078,1 8 109,8 232 798,2 269 208,7 Materiały 769,8 1 195,5 Produkty gotowe 1 260,9 2 073,8 Towary 101 867,0 92 809,8 Aktywa obrotowe Zapasy 5 Zaliczki na dostawy 934,1 902,8 104 831,8 96 981,9 8 899,9 8 345,6 8 899,9 8 345,6 102 798,1 89 231,8 84 467,9 78 854,3 społecznych i zdrowotnych oraz innych świadczeń 17 391,8 9 347,2 inne 938,4 1 030,3 111 698,0 97 577,4 15 156,0 73 576,2 15 156,0 73 576,2 15 156,0 73 576,2 1 112,4 1 073,2 514 296,9 345 273,5 Nota 31.12.2013 31.12.2012 9.1 21 313,2 21 313,2 Kapitał zapasowy 6 694,6 6 694,6 Kapitał z aktualizacji wyceny 0,2 0,2 Pozostałe kapitały rezerwowe 115 508,8 112 119,7 12 502,9 1 3 56 019,7 516,8 358 277,2 201 756,7 Należności krótkoterminowe Należności od jednostek powiązanych z tytułu dostaw i usług 6.1 Należności od pozostałych jednostek z tytułu dostaw i usług 6.2 z tytułu podatków, dotacji, ceł, ubezpieczeń Inwestycje krótkoterminowe Krótkoterminowe aktywa finansowe środki pieniężne i inne aktywa pieniężne Krótkoterminowe rozliczenia międzyokresowe 7.1 8 AKTYWA RAZEM PASYWA Kapitał własny Kapitał zakładowy Zysk netto Zobowiązania i rezerwy na zobowiązania 389,1 Rezerwy na zobowiązania Rezerwa z tytułu odroczonego podatku dochodowego 17.3 661,9 817,9 Rezerwa na świadczenia emerytalne i podobne 10.1 3 197,8 2 459,6 - długoterminowa 1 494,4 1 190,1 - krótkoterminowa 1 703,4 1 269,5 Pozostałe rezerwy 4 567,0 6 024,3 3 744,6 3 697,8 822,4 2 326,5 8 426,7 9 301,8 - długoterminowe 10.2 - krótkoterminowe 10.3 143 Appendices 199 Zobowiązania krótkoterminowe Wobec jednostek powiązanych 281 173,8 164 082,8 67 995,7 164 082,8 inne 213 178,1 - Wobec pozostałych jednostek 10 775,0 8 126,4 4 946,1 5 465,5 zaliczki otrzymane na dostawy 2,7 0,2 z tytułu podatków, ceł, ubezpieczeń i innych świadczeń 1 276,0 2 445,2 inne 4 550,2 215,5 137,3 100,4 292 086,1 172 309,6 57 764,4 20 145,3 z tytułu dostaw i usług 11.1 z tytułu dostaw i usług 11.2 Fundusze specjalne Rozliczenia międzyokresowe Inne rozliczenia międzyokresowe - długoterminowe 12.1 4 838,8 813,5 - krótkoterminowe 12.2 52 925,6 19 331,8 57764,4 20145,3 514269,9 345273,5 01.01.2013- 01.01.2012- 31.12.2013 31.12.2012 w tym od jednostek powiązanych 55 024,5 47 299,1 Przychody netto ze sprzedaży produktów 91 456,3 84 312,8 Zmiana stanu produktów (593,8) 138,6 Przychody netto ze sprzedaży towarów i materiałów 408 275,0 362 879,9 499 137,5 447 331,3 Amortyzacja (4 836,2) (5 785,5) Zużycie materiałów i energii (26 327,7) (25 982,8) Usługi obce (47 018,6) (39 702,6) Podatki i opłaty (1 812,8) (1 686,9) Wynagrodzenia (37 592,6) (35 345,3) Ubezpieczenia społeczne i inne świadczenia (9 295,6) (8 383,6) Pozostałe koszty rodzajowe (28 427,0) (27 859,7) Wartość sprzedanych towarów i materiałów (325 439,4) (280 339,9) PASYWA RAZEM Rachunek zysków i strat (wszystkie dane liczbowe przedstawiono w tysiącach złotych) Nota Przychody netto ze sprzedaży i zrównane z nimi 13 Koszty działalności operacyjnej (480 749,9) (425 086,3) 18 387,6 22 245,0 Zysk ze zbycia niefinansowych aktywów trwałych 654,0 379,8 Inne przychody operacyjne 2 416,2 624,6 3 070,2 1 004,4 Aktualizacja wartości aktywów niefinansowych (2 386,2) (11 342,5) Inne koszty operacyjne (2 157,9) (3 408,0) (4 544,1) (14 750,5) 16913,7 8 498,9 1 087,7 2410,3 847,0 2 265,5 1 087,7 2 410,3 (501,4) (172,5) - w tym dla jednostek powiązanych (501,4) (6,6) Inne (978,0) (1 154,6) (1 479,4) (1 327,1) Zysk ze sprzedaży Pozostałe przychody operacyjne 14 Pozostałe koszty operacyjne Zysk z działalności operacyjnej Przychody finansowe Odsetki 15 - w tym od jednostek powiązanych Koszty finansowe Odsetki 16 Rachunek zysków i strat należy analizować łącznic z dodatkowymi informacjami i objaśnieniami, które stanowią integralną część sprawozdania finansowego. Rachunek zysków i strat (wszystkie dane liczbowe przedstawiono w tysiącach złotych) Nota Zysk brutto Podatek dochodowy 17 Zysk netto 01.01.2013- 01.01.2012- 31.12.2013 31.12.2012 16 522,0 9 582,1 (4 019,1) (6 193,0) 12 502,9 3 389,1 Appendix 3: Main research source document – Phase II OPINIA NIEZALEŻNEGO BIEGŁEGO REWIDENTA Dla Walnego Zgromadzenia Wspólników firmy Appendices 201 Opinia o skonsolidowanym sprawozdaniu finansowym Przeprowadziliśmy badanie załączonego skonsolidowanego sprawozdania finansowego firmy z siedzibą w Tarnowie („Grupa Kapitałowa”), na które składa się skonsolidowane sprawozdanie z sytuacji finansowej sporządzone na dzień 31 grudnia 2012 r., skonsolidowane sprawozdanie z całkowitych dochodów, skonsolidowane sprawozdanie ze zmian w kapitale własnym oraz skonsolidowane sprawozdanie z przepływów pieniężnych za rok obrotowy kończący się tego dnia oraz informacje dodatkowe do skonsolidowanego sprawozdania finansowego, zawierające opis istotnych zasad rachunkowości oraz inne informacje objaśniające. Odpowiedzialność Zarządu oraz Rady Nadzorczej Zarząd jednostki dominującej jest odpowiedzialny za sporządzenie i rzetelną prezentację tego skonsolidowanego sprawozdania finansowego zgodnie z Międzynarodowymi Standardami Sprawozdawczości Finansowej, które zostały zatwierdzone przez Unię Europejską i innymi obowiązującymi przepisami prawa oraz sporządzenie sprawozdania z działalności. Zarząd jednostki dominującej jest odpowiedzialny również za kontrolę wewnętrzną, którą uznaje za niezbędną, aby sporządzane skonsolidowane sprawozdania finansowe były wolne od nieprawidłowości powstałych wskutek celowych działań lub błędów. Zgodnie z ustawą z dnia 29 września 1994 r. o rachunkowości (Dz. U. z 2009 r. nr 152, poz. 1223 z późniejszymi zmianami) („ustawa o rachunkowości”), Zarząd jednostki dominującej oraz członkowie Rady Nadzorczej są zobowiązani do zapewnienia, aby skonsolidowane sprawozdanie finansowe oraz sprawozdanie z działalności spełniały wymagania przewidziane w tej ustawie. Odpowiedzialność Biegłego Rewidenta Naszym zadaniem jest, w oparciu o przeprowadzone badanie, wyrażenie opinii o tym skonsolidowanym sprawozdaniu finansowym. Badanie skonsolidowanego sprawozdania finansowego przeprowadziliśmy stosownie do postanowień rozdziału 7 ustawy o rachunkowości, krajowych standardów rewizji finansowej wydanych przez Krajową Radę Biegłych Rewidentów w Polsce oraz Międzynarodowych Standardów Rewizji Finansowej. Regulacje te nakładają na nas obowiązek postępowania zgodnego z zasadami etyki oraz zaplanowania i przeprowadzenia badania w taki sposób, aby uzyskać racjonalną pewność, że skonsolidowane sprawozdanie finansowe jest wolne od istotnych nieprawidłowości. Badanie polega na przeprowadzeniu procedur mających na celu uzyskanie dowodów badania dotyczących kwot i informacji ujawnionych w skonsolidowanym sprawozdaniu finansowym. Wybór procedur badania zależy od naszego osądu, w tym oceny ryzyka wystąpienia istotnej nieprawidłowości skonsolidowanego sprawozdania finansowego na skutek celowych działań lub błędów. Przeprowadzając ocenę tego ryzyka bierzemy pod uwagę kontrolę wewnętrzną związaną ze sporządzeniem oraz rzetelną prezentacją skonsolidowanego sprawozdania finansowego w celu zaplanowania stosownych do okoliczności procedur badania, nie zaś w celu wyrażenia opinii na temat skuteczności działania kontroli wewnętrznej w jednostce. Badanie obejmuje również ocenę odpowiedniości stosowanej polityki rachunkowości, zasadności szacunków dokonanych przez Zarząd oraz ocenę ogólnej prezentacji skonsolidowanego sprawozdania finansowego. Wyrażamy przekonanie, że uzyskane przez nas dowody badania stanowią wystarczającą i odpowiednią podstawę do wyrażenia przez nas opinii z badania. Opinia Naszym zdaniem, załączone skonsolidowane sprawozdanie finansowe Grupy Kapitałowej przedstawia rzetelnie i jasno sytuację majątkową i finansową Grupy Kapitałowej na dzień 31 grudnia 2012 r., wynik finansowy oraz przepływy pieniężne za rok obrotowy kończący się tego dnia, zostało sporządzone, we wszystkich istotnych aspektach, zgodnie z Międzynarodowymi Standardami Sprawozdawczości Finansowej, które zostały zatwierdzone przez Unię Europejską oraz jest zgodne z wpływającymi na treść skonsolidowanego sprawozdania finansowego przepisami prawa obowiązującymi Grupę Kapitałową. Inne kwestie Dane porównawcze zostały przedstawione na podstawie skonsolidowanego sprawozdania finansowego Grupy Kapitałowej za rok obrotowy kończący się 31 grudnia 2011 r., zbadanego przez inny podmiot uprawniony do badania, który w dniu 6 marca 2012 r. wydał opinię bez zastrzeżeń o tym skonsolidowanym sprawozdaniu finansowym. AKTYWA 31.12.2012 % aktywów 31.12.2011 % aktywów Aktywa trwale Rzeczowe aktywa trwale Nieruchomości inwestycyjne Wartości niematerialne Wartość finny Inwestycje w jednostkach podporządkowanych Inwestycje dostępne do sprzedaż)' Pozostałe aktywa finansowe Należności długoterminowe Aktywa z tytułu odroczonego podatku dochodowego Pozostałe aktywa Aktywa trwałe razem Aktywa obrotowe Zapasy Pozostałe aktywa finansowe Należności z tytułu podatku dochodowego Należności z tytułu dostaw i usług oraz pozostałe Środki pieniężne i ich ekwiwalenty Pozostałe aktywa Aktywa trwałe przeznaczone do sprzedaży Aktywa obrotowe razem SUMA AKTYWÓW PASYWA Kapitał własny Kapitał zakładowy Kapitał z emisji akcji powyżej ich wartości nominalnej Kapitał z aktualizacji wyceny Kapitał z wyceny transakcji zabezpieczających Różnice kursowe z przeliczenia sprawozdań finansowych jednostek podporządkowanych Zyski zatrzymane Kapitał własny akcjonariuszy jednostki dominującej Udziałowcy niesprawujący kontroli 31.12.2012 % aktywów 31.12.2011 % aktywów Appendices 203 Kapitał własny razem Zobowiązania Zobowiązania z tytułu kredytów, pożyczek Rezerwy na świadczenia pracownicze Pozostałe zobowiązanie długoterminowa Pozostałe rezerwy Dotacje rządowe Przychody przyszłych okresów Rezerwy z tytułu odroczonego podatku dochodowego Pozostałe zobowiązania finansowe Zobowiązania długoterminowe razem Zobowiązania z tytułu kredytów, pożyczek Rezerwy na świadczenia pracownicze Zobowiązania z tytułu podatku dochodowego Zobowiązania z tytułu dostaw i usług oraz pozostałe Pozostałe rezerwy Dotacje rządowe Przychody przyszłych okresów Pozostałe zobowiązania finansowe Zobowiązania krótkoterminowe razem Zobowiązania razem SUMA PASYWÓW 1.01.201231.12.2012 Przychody ze sprzedaży Koszt własny sprzedaży' Zysk brutto ze sprzedaży Koszty sprzedaży Koszty ogólnego zarządu Pozostałe przychody operacyjne Pozostałe koszty operacyjne Zysk na działalności operacyjnej Przychody finansowe Koszty finansowe Przychody (Koszty) finansowe netto Zysk z udziałów w jednostkach stowarzyszonych wycenianych metodą praw własności Zysk przed opodatkowaniem Podatek dochodowy Zysk netto SKŁADNIKI INNYCH CAŁKOWITYCH DOCHODÓW Wycena instrumentów zabezpieczających 423 % przychodów ze sprzedaży 1.01.201131.12.2011 % przychodów ze sprzedaży Rozliczenie instrumentów zabezpieczających Zmiana wartości godziwej inwestycji dostępnych do sprzedaży Podatek odroczony od składników innych całkowitych dochodów Różnice kursowe z przeliczenia sprawozdań finansowych jednostek podporządkowanych Suma składników innych całkowitych dochodów Całkowite dochody ogółem Appendix 4: Student results per stage S1-01 #1 #2 Stage I Phase I #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-02 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X Yes X X X X Yes S1-03 #1 No X #2 X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X Yes X X X X X X X X X X X S1-04 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X X X X X X X X Yes S1-05 X No X X X X X X X X Yes X X X S1-06 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-07 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-08 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X X X Yes X X X X X X X X X X X X Yes X X X X X Yes X X X X X X X X X S1-09 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-10 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X Yes X X X X Yes X X X X X X X X X X S1-11 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X X Appendices 205 Yes S1-12 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-13 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-14 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-15 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X X X X X X X X X X Yes X X X Yes X X X X X X X X X X X X X X X X X X X X X Yes X X X X X X X X X X X X Yes S1-16 No Yes X X X X X X X X X X X X X X Stage I Phase II #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 #1 #2 Yes X X X S1-02 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 S1-01 X No X No Yes X S1-03 #1 X X X #2 X X X X X X X X X X X X X X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X X X X X X X X Yes X X X S1-04 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X X Yes #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 Yes X X X S1-06 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X S1-05 X No S1-07 X X Yes No Yes X S1-08 #1 #2 No X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X Yes X X X X X X X X X X X X X S1-09 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X Yes S1-10 No X X X X X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X X X X X X X X Yes X X X S1-11 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S1-12 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X X X X X X X X Yes X X X X X X X X X X X Yes S1-13 X X No X X X X X X X X X X X Yes X X X S1-14 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X Yes S1-15 X #1 No #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X Yes X S1-16 #1 #2 No X X X X X X X X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X Yes X X X X X X X X X X X S2-01 #1 #2 Stage II Phase I #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S2-02 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X Yes X X X X X X X X X X X X X X Yes S2-03 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X X Yes #1 #2 Yes X X S2-05 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 S2-04 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X X X X X X X X X X X X X X X X X X Yes S2-06 X X X No Yes X X S2-07 #1 #2 X X X X X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X X X X X X X X X Yes X X S2-08 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S2-09 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X X Yes X X X X X X X X X X X X Appendices 207 Yes #1 #2 Yes X X S2-11 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S2-12 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S2-10 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X X X X X X X X X X X X X X X X X X X X Yes X X X X X X X X X X X X Yes S2-13 #1 No X #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X X Yes X X X X X X X X S2-14 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S2-15 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X Yes X X X X X X X X X X X X X Yes S2-16 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X #1 #2 Stage II Phase II #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X X X X X X X X Yes S2-01 X No Yes X S2-02 #1 X X X X X X X #2 X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X X X X X S2-03 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 Yes X X X S2-04 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X S2-05 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X No X X Yes X X X X X X X X X X X X X X X X X X X X X X X Yes X X X X X X X X X X X X X X X Yes S2-06 X X #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X S2-07 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X Yes X X Yes X X X X X X X X X X X X X X X X X X S2-08 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X Yes #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 Yes X X X S2-10 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 S2-09 X No X No X X X X X X X X X X X X X X X X X X X X X X S2-11 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X S2-12 X X X X X #1 #2 X X Yes Yes X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X No X X X X X X X X X S2-13 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 Yes X X S2-14 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X S2-15 #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 No X X X X X X X X X X X X X X X X #1 #2 X X X X X X X X X X X X X X #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 #15 X X X X X No X X X X X Yes Yes X X X X X Yes S2-16 X X X Yes No View publication stats X X X X X X X X X X X X X