English 350-436 Writing for Computer Technology Instructor: Bill Van Pelt Maria Cristina Bernacchi 5.18.2000 MINI-RESEARCH PAPER LOCALIZATION AND THE TRANSLATION PROFESSION This paper will mainly focus on the historical perspective of localization and translation, or, in other words, on translation as a fast growing industry and to the technical communication fields contributing to its development. The paper will also provide a brief analysis of how these current phenomena are and should be approached in the “real world”. An evaluation of the references available on the topic “localization and translation” used for the Website project (and for this paper) closes the analysis. From “Translation” to “Language” Industry Translation has always represented a strategic resource in international communication, especially in the past half century, as it has evolved along with the development of different societies. Over the past decade, translation has also become one of the fastestgrowing professions and it has developed side by side with the technical-communication profession. A series of factors are enhancing translation growth and challenge as a profession. The volume of textual media has increased incredibly, with unusual formats and delivery methods, from traditional printed to electronic media such as “materials captured in video, multimedia documents, Web pages, software programs, databases and data streams of all kinds” (Gregory M. Shreve, 1999 – p.5). The increasing differentiation of text types creates a real challenge for translators, who have to deal with the new terminology and linguistic usages that are embedded in them. Furthermore, the growth of science and technologies has introduced a new specialized terminology and concept system that make the task of the translator, as well as of the technical communicator, more and more difficult. These factors along with the increase in the global trade have been contributing to the development of a “language industry”, of which translation is only a component. Along with free-lance or in-house translation, it also involves lexicography or terminology management, software localization, editing and proofreading, as well as project management. This radical change in the “language industry” involves demand for a set of sophisticated and diverse skills and high-targeted training, which will help the language industry rapidly mature. Software Localization: Brief History The growth of the translation and the technical communication profession, in the U.S. in particular, has paralleled American high-technology companies. At the beginning of the last decade the global marketplace of computer software started to open up and develop rapidly, owing to such events as “the consolidation of the European Community, the restoration of Hong Kong as a part of China, and the infusion of money into various third world countries around the world”. (Taylor.1992 – p. IX) In the early days, most computer users were highly educated professionals, who had studied texts, and had experience in working with programs, written in English. With the development of the market of computers, especially personal computers, the typical users were no longer software experts but started to include a broader audience. The new users created new expectations and needs to be met in the software design and development. As the marketing of software gradually expanded to non-English-speaking countries, new issues emerged: not only did the new international “mass” markets share the same needs as the national users but they also expected that the software had the same features as though it had been designed and produced in their own country. To many companies the cost involved in producing software in many languages became a real investment for potential markets. In this way, the global market has rapidly increased and has brought about a series of complex problems involved in converting a “software package” from one language and culture to the other. Here is how Localization came into being, as the process that involves translating, adapting and customizing a U.S. software product to the foreign market it will be exported to. Software translation The most challenging aspect about “translating” software is that software is dynamic. “The translated software becomes an ongoing mechanism in the target language just as the original software is a mechanism in its source language” (Uren, Howard, and Perinotti. 1993. - p.1). The software package to be translated usually includes on-screen user-interface, namely menus, dialogs, help, error messages, and status messages, as well as printed documentation. In the localization process, translation therefore becomes the most expensive component. Depending on the width of the product market (and also on the company budget), the business company may consider doing partial or full translation: Partial translation may or may not include user-interface, on-line help, tutorials, or printed documentation. It is usually developer oriented only; therefore, it is aimed at a narrow market. Full translation both of the user-interface and of documentation is required for most end-user-oriented products. This broad audience segment includes people not familiar with English. In a localization project translators are responsible for the linguistic translation of the product, the creation and maintenance of glossaries, language/style and terminology consistency, as well as testing of the product for linguistic translation quality. All these tasks demand not only profound language knowledge but also high technology skills, or in other words effective training. In the “Real World” My interest in localization and internationalization mainly derived from my brief professional experience in the domain of technical translation: from the problems I encountered when dealing with legal and cultural features to adapt to the target text, and from the necessity to create a glossary for terminology consistency, or store text strings to reuse for similar manuals I translated later on. Therefore, I firmly believe that the goals both internationalization and localization have in mind are fundamental to develop information worldwide, or better to achieve high quality, as well as cost and time effective international technical communication. Furthermore, I find references on the subject very accurate in discussing strategies, tools, and current issues. However, after my research on the topic I am still wondering what happens in the “real world”: “To what extent is it possible to combine real constraints with these valuable principles?” and “Are professionals in the field really aware of these current technical communication phenomena?” When coping with time pressure both the business and the translation companies find it hard to focus on “long run” issues such as time saving, money investment, style and terminology consistency. However, an increasing number of businesses use such strategies as the creation of style guidelines, multilingual glossaries and terminology lists. Furthermore, owing to competition, most translation agencies and companies have a high standard quality. They generally use terminology management and translation memory tools, as well as glossary databases, which help them perform translations at a higher speed and ensure high quality and consistency. Some have expanded their services and may offer a whole service “package”, including management of the translation project, publishing and production, creation or update of specialized terminology databases and translation memories, etc. Software companies tend to give the translation task of all the product components to a single agency, usually with strong professional experience. This choice will guarantee consistency in the use of terminology of the entire translation work and allow better negotiations about schedule changes and total costs. It is recommendable, though, that target native speakers do the translation, because they know different language nuances and usage. Conclusion As Nancy Hoft maintains (1995), translation companies and technicalcommunication departments of business companies can and should work together to ensure high-quality information for international use. To this purpose, the translation industry can bring a valuable contribution to the client throughout the project: It can educate the client to keep in mind nuances of language and cultural concerns. It can help the client discover and use tools and techniques that enable high-quality globalization of their product. It can help the client write and design information products with translation in mind. “Translation companies can offer [the client] a wealth of expertise on the process for creating international technical communication, the information product’s design and translatability, and on the needs and cultural expectations of [the client’s] target audience” (Hoft. 1995 – p.106). By listening to representatives of major translation agencies and technical-writing departments in the Milwaukee and Chicago area, I realized that in the “real world” people may not have an overall idea of such current phenomena as localization or internationalization, especially of the profound academic research and concepts they involve. However, technical communication and translation companies are aware of the practical goals of the two processes, namely strive for consistency of style and terminology, as well as “translatability”, by using all the strategies and tools available to achieve these goals. Technical communicators and translators still need to work on developing a strong and effective relationship to work well and “economically” together. LITERATURE REVIEW This literature review focuses on books providing comprehensive information on internationalization and globalization processes, with an emphasis on localization sections. I arranged the references reviewed based on the extent to which they discuss the localization and translation subjects. I reviewed each book according to the following set of criteria: purpose of the book, topics discussed, whom the book is written for and whom it may interest, structure and features of the book, brief comment, and possible shortcomings. Although I consider it as one of the most valuable references for my Website project, I did not include Nancy Hoft’s International Technical Communication in my literature review. Esselink, Bert. A Practical Guide to Software Localization. The purpose of A Practical Guide is to focus on daily tasks and responsibilities of project managers, localization engineers, and translators. The book provides an overview of the most current issues, procedures, and tools related to software localization, from a translator’s, engineer’s and project manager’s point of view. It covers such topics as software translation, documentation and online help translation, Web site localization, translation software tools, project management, and terminology management. In addition to translators, the book may interest everyone involved in the localization “team” such as software developers, project managers, localization engineers, technical writers, and top managers. A practical Guide is structured in seven chapters. The first chapter gives a brief introduction to such concepts as localization, internationalization, globalization, and translation. It features localization applications (software, online help, and documentation), people involved in the process, history and future of localization. The second chapter focuses on software translation (dialog boxes, menus, and strings), both for Windows and Macintosh platforms. The third chapter discusses translation of online help documents such as Windows Help, HTML files, and Macintosh Help files. The fourth chapter describes translation of printed documentation belonging to the “software package” such as manuals and the creation of online documentation. It also focuses on strategies for accuracy such as final proofreading. The fifth chapter presents a range of the most helpful and current translation software tools such as translation memory tools, machine translation tools, and terminology management tools. The sixth and seventh chapters are more targeted to software localization engineering and localization project management The book gives several examples of software localization and terminology management tools, with screen displays and precise task instructions that better help the reader have an overview of the range of tools available. It also includes two appendixes on terminology management, glossaries, and tools, as well as localization resources and organizations. I think A Practical Guide can be a valuable companion for translation professionals. However, a beginner, like me, would find it overwhelming with details as a first approach to the subject. A more general introduction would provide more helpful information. The shortcoming of the book is that, as the author himself argues, writing about software localization is like fighting against time: the software tools described will be soon updated or even replaced by more sophisticated ones and soon the book will not be as useful as it was when it was published. However, in the Preface the author makes reference to the Language International Web site (www.language-international.com) for regular updates about the most recent developments. Uren, Emmanuel, Robert Howard, and Tiziana Perinotti. Software Internationalization and Localization: an Introduction The purpose of Software Internationalization and Localization is to provide concepts and examples of how to design global software products, ready for worldwide customers. The book discusses a survey of design problems. With this in mind, it provides plenty of details about international standards and local exceptions to those standards. The book target audience includes translators, but also “marketers, product managers, and developers.” It is aimed both at the expert, as a review list of current issues in the field, and at beginners, as a start in the field. It includes: software features required by users outside the US, popular environments such as DOS, Windows, Unix and Macintosh, and organizational and business issues, also concerning Europe, Middle East and Asia. Software Internationalization and Localization consists in an extensive introduction, and four main parts: The introduction discusses such issues as translating software and its documentation, as well as their relation to the internationalization and localization processes. Part one analyzes localization issues from a user’s perspective. It covers such topics as characters, text expansion, icons, dates and times, different measurements, colors, and other specific translation issues. Part two describes different localization approaches to Western European languages, by discussing general and then specific topics, including translation strategies and tools. Part three discusses computer environments other than IBM PC, issues related to other languages and possible solutions, as well as standards and standard organizations. Part four focuses on organizational and logistical business considerations; cost and international regulations, issues involved in introducing software from Europe to U.S. The book provides many appendixes on paper sizes, Unix, Macintosh, software and hardware, localizers, organizations, character sets, etc. It ends with an extensive bibliography of other references in the field. I think this book gives an accurate and detailed overview of very current issues in the global business. Luong, Tuoc V., James S. H. Lok, David Taylor, Kevin Driskoll. Internationalization: Developing Software for Global Markets The purpose of Internationalization is to represent a “hands-on” guide to the internationalization and localization processes. It provides real examples and practical solutions to problems encountered. As the authors point out in the foreword, the book provides information about “why, when, where, and how to internationalize and localize” software products. The target audience mainly includes multinational information developers. However, the book is written both for “beginners” in the domain and people already familiar with the process. Internationalization is structured in 14 chapters: The first chapter gives an extensive and clear introduction to the internationalization and localization concepts, to how they are related to each other, how important is to internationalize a software product before customizing it to and localizing it for international markets. It also focuses briefly on translation with the end-users in mind. Chapters 2 through 6 mainly discuss the internationalization process, development, its application to documentation production, and how it enables high quality international information. Chapters 7 through 13 focus on localization: - Definition of a “locale”; - Localization decisions such as full or partial localization according to the product market, in-house or external localization and translation based on cost effectiveness; - Localization-enabling strategies and tools such as using resource files called dynamically loaded libraries (DLLs); - Management of the localization process, including localization planning, translation preparation, and diverse people involved throughout the localization project. - Localization techniques, including localization and translation tools. - Localization Quality assessment (QA) in Europe and Asia. The information given is platform-independent with examples for DOS, Windows, and UNIX. The book also includes appendixes on international tables, date formats, sample locale and character map. It ends with a bibliography for further reading. I focused my attention on the localization section and I noticed that the book extensively analyses all issues related to localization and translation from a realistic a practical perspective. Martin O’Donnel, Sandra. 1994. Programming for the World: A Guide to Internationalization. The purpose of Programming for the World is to provide guidelines to learn how to write internationalized software, or modify existing ones to use internationalized interfaces and techniques. The book covers in detail such topics as international linguistic and cultural conventions that affect software use worldwide, current concepts involved in programming languages, international standards, industry specifications, and international software market requirements. The book is intended for computer programmers, technical writers, project managers, and translators. The author thinks that familiarity with the C programming language and Unix are helpful, but readers with other backgrounds can understand the text as well. Programming for the World is structured in twelve chapters. The first chapter gives an overview of the main concepts discussed, with an emphasis on “worldwide markets and local needs”. Chapter 2 focuses in detail on international alphabets and other cultural conventions. Chapter 3 describes such concepts as customization and localization, including advantages and drawbacks. Chapters 4 through 10 focus more in detail on various aspects involved in designing internationalized software such as encoding characters, creating locales, and other specific issues. Chapter 9 also gives clear and useful examples on such translation issues as message clarity, length, and type. Chapter 11 discusses designing documentation for international audiences. Chapter 12 describes multilingual and distributed computing requirements in designing internationalized software. The book provides many helpful examples and tables summarizing the main concepts. It also includes appendixes locale definition, input methods, standards, organizations, references for further reading, and acronyms, as well as a glossary of the terms used. I did not use this reference for my Website, but I think it gives a very extensive and detailed approach to the topic, which makes it a valuable source to keep in mind for consultation. Taylor, Dave. 1992. Global Software: Developing Applications for the International Market The purpose of Global Software is to give guidelines to target software for a foreign market and explain why this needs to be done. With this in mind the book covers the following topics: cultural, social, political, and linguistic differences, as well as varying national and international standards. It discusses these issues at all stages of software development: planning, programming, marketing, packaging, and presentation. The book primary target audience includes anyone involved in creating, designing, programming, or distributing software for an international market. The secondary target audience involves people less interested in the technical aspect of the book, who can skim through the programming section and focus on the concepts. Global Software is structured in four main sections: Section one introduces and discusses internationalization and localization concepts, as well as advantages and pitfalls. Section two focuses on different approaches to internationalization, and other related issues. Section three provides information about tools and organizations. Section five focuses on the internationalization current situation and its future development. The book gives real examples (supported by real pictures), focuses on common errors and suggests clear and effective solutions. It also includes appendixes on organization and programming codes, references and a glossary of the terms used. Only the short chapter “Internationalization versus Localization” (Section One, Chapter 3), in the introductory section to localization, directly addresses my Website topic. Yet I included this reference in my literature review because not only does it give a very clear and extensive definition of both internationalization and localization processes, but it also presents their interaction to each other from an unusual perspective. This in fact represented the most significant reference for the concept page of my Website. REFERENCES AND FURTHER READING Books Esselink, Bert. 1998. A Practical Guide to Software Localization. John Benjamins Publishing Company. Hoft, Nancy. 1995. International Technical Communication: How to Export Information About High Technology. John Wiley & Sons, Inc. New York, NY. Luong, Tuoc V., James S. H. Lok, David Taylor, Kevin Driskoll. 1995. Internationalization: Developing Software for Global Markets. John Wiley & Sons, Inc. New York, NY. Martin O’Donnel, Sandra. 1994. Programming for the World: A Guide to Internationalization. Prentice Hall. Englewood Cliffs, NJ. Taylor, Dave. 1992. Global Software: Developing Applications for the International Market. Springer-Verlag. New York. Uren, Emmanuel, Robert Howard, and Tiziana Perinotti. 1993. Software Internationalization and Localization: an Introduction. VNR. New York, NY. Articles Shreve, Gregory M. 1999. “Translation at the Millennium: Prospects for the Evolution of a Profession.” 30th Anniversary Conference of the Monterey Institute for International Studies, CA. (http://shreve.mcls.kent.edu/projectmanage/Read…/Translation%20%at%20%the%20Mi llennium.htm)