Introductionto Translationand Localization Book
Introductionto Translationand Localization Book
Introductionto Translationand Localization Book
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Contributors ix
Acknowledgments xii
Series Editor Foreword xiii
Dr. Tharon W. Howard
Foreword xv
Pavel Zemliansky
Preface: Handling Technical and Professional Communication
for Audiences of All Languages xvii
Bruce Maylath
Introduction: The Dynamics of—and Need to
Understand—Translation and Localization in
Technical Communication 1
Kirk St.Amant
Part I
Translation 17
Area 1: Central Concepts 19
Part II
Localization 111
Area 3: Fundamentals, Contexts, and Content 113
Part III
Horizons 181
Area 4: Computing and Commerce 183
Glossary 243
Index 247
Introduction
The Dynamics of—and Need to
Understand—Translation and Localization
in Technical Communication
Kirk St.Amant
only increase (“Top Languages of the Internet” 2015, “Internet World Users by
Language” 2017). The implications for technical c ommunicators—the profes-
sionals often charged with coordinating an organization’s translation activi-
ties—are immense. But such factors encompass more than just translation.
Today’s organizations also face an increasing need to develop materials that
meet the design expectations and preferences of users from other nations. Do-
ing so involves more than just language and often encompasses the configura-
tion of products themselves (e.g., the visuals used on a website or the design of
electrical plugs on an appliance). Addressing such issues involves more than
providing materials in a format that audiences can recognize (e.g., I know what
this is.). It also requires doing so in a manner that audiences consider acceptable
(e.g., I consider this an appropriate way to address this topic) (Kostelnick 1995,
St.Amant 2005). Failure to meet both conditions can result in cultural and le-
gal repercussions affecting access to overseas markets (Kamath 2000). These
factors mean the demand for localization—designing materials to meet the
expectations of cultural audiences—is also on the rise. In fact, as of this writ-
ing, the global language industry (i.e., market for translation and localization
services) is estimated to constitute US$40 billion in value, and it is the fourth
fastest-growing industry in the United States (GALA 2017a).
In other instances, these global migrations are associated with education and
reflect students’ seeking opportunities at educational institutions in other na-
tions (“Choosing the USA” 2017). In yet other contexts, these shifts connect to
hopes of safety and stability as refugees relocate to find experiences different
from those in the lands that they left (Irons 2016).
These and other factors mean that the populations of nation states are
increasingly changing in relation to the cultures that they contain, the lan-
guages spoken within their borders, and the communication and design
needs of persons in their communities. For example, there are now more na-
tive Spanish speakers in the United States than in Spain—and many members
of this audience prefer materials in Spanish, rather than in English (Romero
2017). Accordingly, the need to understand—and effectively employ—trans-
lation and localization services is as much a growing local need as it is a
global imperative. These trends mean that state offices of motor vehicles need
to understand the dynamics of language, culture, and communication almost
as much as the multinational corporation operating in the same municipal-
ity. It is in this new global context that technical communicators are prac-
ticing their craft. Additionally, it is this new global context that they need to
understand how to integrate successfully into the world economy of today
and tomorrow.
communicators are the individuals generally charged with selecting the best
mechanism or media for delivering content in easy-to-use ways.
Their positioning means that technical communicators often serve as an
organization’s central actors when communicating with the world. It is also
why technical communicators have historically been tasked to coordinate with
translators and localizers to create content for audiences from different cultural
and linguistic backgrounds. These interactions have usually involved techni-
cal communicators doing everything from providing original source texts for
translation to collaborating with overseas writers to produce parallel texts in
other languages (Walmer 1999, Flint et al. 1999). Historically for localization,
this relationship often involved technical communicators creating materials
that localizers could more easily reconfigure to meet different cultural expecta-
tions (e.g., the design of an overall interface or website). In these situations, the
connection was clear: technical communicators worked with translators and
localizers to ensure that information moved effectively from one cultural and
linguistic group to another.
The success (or failure) of such relationships was often connected to a cen-
tral factor: understanding. The more technical communicators understood the
translation and localization processes, the better they could design materials
for them (Walmer 1999, Flint et al. 1999). Ideally, this understanding was based
on knowing why communication practices in one’s native culture needed to
be revised for different cultural groups. In truth, such understanding often
became encapsulated into “strategies.” Such strategies generally consisted of
quick, imperative steps for writing for translation or designing for localization
(e.g., “Use active voice”).
In some cases, these strategies attempted to convey a deeper understanding
(e.g., “Avoid long noun strings, for translators have difficulty determining the
subject of a noun string when translating texts”). The overall focus, however, of-
ten remained on what to do vs. why to write or design a certain way (e.g., “Avoid
long noun strings”). The understanding needed to create content for translation
and localization was often downplayed, lost, or overlooked in favor of quick tips
for generating materials.
for easy reuse to convey consistent messages across different media (e.g., web
pages, Facebook posts, or Twitter tweets) (Knight 2017). These new contexts
leave little room for error. This situation means that ineffective translations or
localizations can spell the difference between capturing a key global market or
missing out on an important international opportunity.
The same situation is occurring at the local level. The increasingly multilin-
gual and multicultural settings within nations mean that successfully tapping
local markets increasingly involves translation and localization (Romero 2017).
Additionally, changing national laws are increasingly affecting local practices.
Statutes, policies, and mandates, like US Executive Order 13166, can require
state and local agencies to translate and/or localize materials or face penalties
(St. Germaine-McDaniel 2010). Such factors contribute to an increased need
for effective translation and localization in a growing number of local contexts.
Their importance has led to the publication of academic journal issues dedi-
cated to examining translation and localization within technical communica-
tion. These include Bruce Maylath, Ricardo Muñoz Martín, and Marta Pacheco
Pinto’s 2015 issue of connexions: International Professional Communication
Journal focusing on “Translation and International Professional Communica-
tion” and Huatong Sun and Guiseppe Getto’s 2017 special issue of Technical
Communication focusing on “Localizing User Experience.”
These trends point to one central reality of the modern economy: Technical
communicators need to understand translation and localization to contribute
value to organizations (“Body of Knowledge” 2017). The first step toward such
an understanding is realization. Specifically, technical communicators need to
realize the connections between technical communication, translation, and lo-
calization. They then need to use this knowledge to build on these connections
in meaningful ways that foster understanding. Doing so requires all parties
to recognize that these different professions all focus on a common objective:
conveying meaning effectively from one group to another.
Practices in Pedagogy
These developments are also affecting technical communication education.
Now the topic of working in international context—with a particular focus on
translation and localization—appears in a number of introductory textbooks in
the field. John M. Lannon and Laura J. Gurak’s (2017) Technical Communica-
tion, 4th edition, for example, contains dedicated sections on “Identifying Your
Audience’s Cultural Background,” “Global Considerations When Working in
Teams,” and “Considering the Global Context.” A similar situation is true for
Introduction 7
requires individuals to move outside of the realm of what they know and to seek
out knowledge that is new and possibly different. The need now is for resources
that help technical communicators better grasp the dynamics of the translation
and localization professions. This collection is such a text.
The nine entries in this volume introduce technical communicators to foun-
dational practices, current approaches, and emerging trends in translation and
localization. Central to the contribution that these chapters make is the authors
who wrote them. Past technical communication scholarship in these areas was
often limited by the researchers’ abilities to understand “other” professions.
That is, technical communicators were often studying or observing translation
and localization practices and then reporting their experiences and observa-
tions (see, for example, Walmer 1999 and Mikelonis 2000).1 Without being a
part of and knowing the fields that they studied, most of these researchers were
limited in their abilities to capture and analyze the nuances of the contexts
that they examined. The level of understanding that such materials provided
on translation and localization practices was thus limited. The entries in this
volume seek to overcome these constraints.
To do so, the editors of this collection purposefully recruited authors from
the translation and localization industries. All of these contributors, moreover,
have previous experiences, stretching back decades, working with technical
communicators on international projects. Each individual was asked to con-
tribute a chapter that explained, to a non-translator/non-localizer, what a par-
ticular translation or localization practice was and how it worked. Contributors
were also asked to draw from their prior experiences working with technical
communicators and focus on the question, “Based on your prior experiences
working with technical communicators, what do they need to know to work
effectively with translators and localizers?”
The objective underlying this approach was to provide technical communi-
cators with the understanding of translation and localization needed to work
effectively with professionals in these fields. The resulting chapters form this
text. To this end, the book that you are holding is organized into three major
sections based on an examination of various key aspects of these professions.
The book’s first section, Translation, centers on the practices, approaches,
and ideas central to the translation profession. The second section, Localiza-
tion, examines core processes and various trends that technical communicators
need to understand to work effectively with localization specialists (many of
whom are, in fact, translators). The third and final section, Horizons, reviews
how shifts in technology and economics are affecting the “language industry”
and “language service providers,” general terms often used to encompass both
translation and localization practices. In so doing, the chapters in this final sec-
tion outline dynamics affecting practices in both translation and localization.
They also reveal the overlap and close relationship between translation and lo-
calization and how fluid the dynamics across these two professional areas are.
Introduction 9
the discussion in the Translation section, this section organizes entries into one
thematic “Area” that examines “Fundamentals, Contexts, and Content” essen-
tial to understanding and working with members of this profession. The first
chapter here, Paola Valli’s “Fundamentals of Localization for Non-Localizers,”
is an introduction to what localization is. The author also reviews how local-
ization is connected to translation and the overall language industry and how
organizations view localization services.
The next two entries in this Area examine how the setting where localiza-
tion occurs affects the dynamics under which technical writers create source
materials for localization. The first of these two chapters, Birthe Mousten’s
“How Streetsmart Marketers Try Phishing Customers: (Mis)Communication
or Missed Communication through Loan Words,” reviews how international
business practices have affected approaches to localization. In the next chapter,
“Technicial Communicators on Track or Led Astray! Using Quality Standards
in Practice,” Mousten partners with the late Dan Riordan to review how tech-
nical communicators can use virtual teams to collaborate with localizers. In
examining these topics, the two entries review different contexts and methods
that technical communicators can use to work with localizers to generate source
materials. Accordingly, the chapters in this section create a starting point from
which technical communicators can explore ways to engage localizers as part-
ners in international content creation.
The book’s third and final major section, “Horizons,” examines factors that
overlap both translation and localization. The thematic “Area” for this section
focuses on how factors of technology (“Computing”) and economy (“Com-
merce”) are changing the translation and localization industries. In so doing,
these entries delineate how such forces might shape these fields in years to
come. For technical communicators, such information could be instrumental
to maintaining an up-to-date understanding of the translation and localization
professions over time.
The first chapter in this section, Tomáš Svoboda’s “Computing and Trans-
lation: An Overview for Technical Communicators,” reviews how computing
technologies, such as translation software and translation memory, are chang-
ing the work that translators do. In reviewing these topics, Svoboda also reveals
the changing contexts that technical communicators must consider when they
create source texts for translators. The section’s second and final entry, “The
Future of Translation and Translators in a Fast-Changing Economic and Tech-
nological Landscape,” by Giuseppe Palumbo, reviews the convergence of global
business practices affecting translation and localization. Palumbo also reveals
how advances in computing technology are changing the ways in which trans-
lators, and the organizations that employ them, conceptualize communication
practices. By examining these issues, the authors of these chapters introduce
technical communicators to the technological and economic forces shaping the
modern language industry. These entries also provide technical communicators
Introduction 11
Concluding Thoughts
A map is an essential tool for navigating a new territory. But a map is only a tool;
how it is used depends on the individual holding it. In many ways, this text rep-
resents a map that technical communicators can use to navigate the relatively
unknown areas of translation and localization. Like a map, this text provides
markers that one can use to gauge progress on his or her travels. The various
sections and areas of this book are designed as just that: markers. As technical
communicators move through the text, they move deeper and deeper into their
understanding of what translators and localizers do, how they do it, and why.
This guide, moreover, can be used by individuals from across technical com-
munication. First, it can help industry practitioners work more successfully
with translators and localizers to create effective products for greater global
markets. Second, it can provide academic researchers with the level of under-
standing needed to investigate the dynamics of cross-profession collaboration
in informed and meaningful ways that benefit all involved. Third, it can provide
technical communication educators with the understanding essential to help-
ing students develop the skills and knowledge needed to work with translation
and localization professionals upon graduation.
Like all maps, the background of the reader is important. However, the fact
that all readers are navigating toward a common goal—an increased under-
standing of translation and localization practices—allows this book to have
value across different groups within the field. In fact, this collection could fos-
ter closer relations by providing practitioners, researchers, and educators with a
common foundation for collaboration around a mutual interest. In these ways,
this text can help technical communicators negotiate the landscape of new and
different fields and navigate the various areas of their own discipline.
notes
1 In certain cases, such as Flint et al. 1999, a trained translator was involved in the
research process, but this involvement was often the exception.
1 Technical translation is not the same as localization, though they are two different
intersecting activities that partially overlap. Translation is the linguistic and cul-
tural process of converting text from one language to another to make it appropri-
ate to the specific socio-cultural context where it will be used. Besides the linguistic
and cultural adaptation of the texts and visuals, localization involves a series of
non-linguistic technological activities encompassing the development process of
a product (software engineering, testing, project management etc.) (Esselink 2000,
3–4). Thus, localization is only one, very specific, area of the translation enterprise
(Pym 2003).
2 Such parameters include the translator’s level of competence in the specific subject
matter of the text, the importance of the translation, the level of competence of the
readers of the translation with its subject matter, and how widely the translation will
be used.
3 The results of this survey can be found in the relevant OPTIMALE Progress Report
(public part) on the project’s website (www.translator-training.eu).
1 Evidence for this comes mainly from industry commentaries on CL, e.g., two
blog posts from large language service providers in 2010 (Lionbridge: http://blog.
lionbridge.com/translation/2010/06/07/controlled-language-benefits- document-
translation/) and 2013 (Moravia: http://info.moravia.com/blog/bid/313981/
Watch-Your-Language-3-Reasons-Writers-Dislike-Controlled-Language).
2 Between 2001 and 2006, I was involved in CL research in which companies agreed
to share CL rules for research purposes. However, several companies insisted on a
nondisclosure agreement. While STE, for example, is available to those who may
wish to use it, one had to pay for access, so there is still little evidence of sharing or
open-sourcing of CL rule sets at the time of this writing.
3 The classification of rules is by no means unproblematic, but a full discussion is
beyond our scope here. For a more detailed discussion of this problem, see O’Brien
2003.
1 In 2009, the European Union (EU), as the organization with the largest in-house
translation service in the world, estimated that the value of the European language
industry would amount to 16.5 billion euros in 2015, up from a projected 8.4 billion
euros in 2008 (Rinsche and Portera-Zanotti 2009, iii). This covered translating and
interpreting (including localization and website globalization activities), language
technology, subtitling and dubbing, language teaching, and multilingual support
within conference organization. According to the EU, in 2012, 74% of translators
were freelancers, and 60% were part-time workers, while annual salaries ranged
from 6,000 to 90,000 euros (Pym et al. 2012, 3).
2 A number of quality standards exist for translation, including ISO 9001 and 9002 as
applied to translation services, German DIN 2345, Austrian ÖNorm 1200 and 1201,
and US ASTM F2575. These norms generally concern the workflow in companies.
EU’s BS EN 15038 is the first quality standard for translation to deal with individual
translators rather than companies’ quality. For this reason, BS EN 15038 is used
here as more relevant to individual technical communicators. This standard can be
cross-referenced with ISO 17100.
3 Marketing and sales staffers play a very important role in this stage of the process.
1 With statistical advice and evaluation from Carl-Johan Nielsen
2 par Di; should have been par Dieu, in the same way as by “God.” The phrase was
normally used as a sentence enhancer or a small break in the sentence. Vimmelskaft
is a street name in the old quarter of Copenhagen. It is a part of the main pedestrian
street today and has gotten its name because of the crooked nature of the street,
which is probably the intended metaphor.
3 Translated from Dano-Norwegian playwright Ludvig Holberg’s comedy titled Jean
de France eller Hans Frandsen. Excerpt in original Danish: Pierre: “Mad. Isabelle
har dog et kiønt Ansigt.” Jean: “Ja, det er kiønt nok, men det er dog saa Dansk, c’est
une visage a la Danois, a la Vimmelskaft par Di, dog jeg kunde nok venne mig til
Ansigtet, dersom hun icke talede Dansk.”
4 Free word association has been used within both psychology and linguistics to
compare differences between the primary language (L1) and the second language
(L2) lexicon (Zareva 2007), and as a method to analyze word class influence (Nissen
and Henriksen 2006). To label my findings according to any existing system would
probably be wrong, because most existing research is based on frequent words in the
mental lexicon (Higginbotham 2010), not loan words.
5 Back-correction could be a problem if the contextual questions were given on the
same sheet as the word association questions, because people tend to understand
words better in context. For this reason, the word association questions were kept
apart from the contextual questions.
6 I use the term “semi-false friends” for words that exist in two languages but either
with slightly different meanings or with different first-association uses of the word.
1 These teams are sometimes called “Globally Networked Learning Environments”
(GNLEs) by scholars of international technical communication (see Stärke-
Meyerring and Wilson 2008 and Melton 2008).
2 Another example is the translation of old Latin and medieval texts, which are full of
implicit, time-bound clues. These texts are now usually translated by adding endless
footnotes to explain context.
3 CEN members are the national standards bodies of Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Republic of
North Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portu-
gal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, and the
United Kingdom. In other words, all EU countries and a range of other European
countries.
4 In this example, a supplier was first described as “one of the biggest,” which the
reviewer changed to “one of the most respected.” This decision represents a good
language change, but a company that is not very well known in the public can logi-
cally not be much respected.
5 The change of name from Socialdemokratiet (literally, ”The Social Democracy,” but a
better rendering in English is ”The Social Democratic Party”) to Socialdemokraterne
(”The Social Democrats”) was changed back again to Socialdemokratiet in 2016.
1 Unless specified otherwise, translation refers to the area of non-literary translation
here.
2 The discipline of translation studies (also referred to as translatology) was estab-
lished in the 1960s and early 1970s. Today, it is interdisciplinary, encompassing
(written) translation, (oral) interpreting as well as localization, and terminology
work.
3 A three-stage model would, for example, include reading the original text in the
source language, interpreting its message and reformulating the message in the tar-
get language.
4 For a discussion of some other classifications, see for instance Král 2012.
5 As Jiménez-Crespo (2009) notes, “Nevertheless, even when it has been previously
suggested that TM tools bring about increased quality and consistency . . . , there is a
scarcity of product-based empirical studies that compare texts translated using TM
tools with those produced without them in order to validate some of these underly-
ing assumptions” (215).
6 By way of example, a list of file formats supported by the SDL Trados Studio 2019,
the leading CAT software, is presented in Appendix 8.1.
7 TM is a crucial part of CAT tools. For an introductory discussion on TM, see the
preceding section.
8 Please note that pricing policies among CAT tools vendors differ and that today
there are tools available for free or with a time-bound licensing policy rather than
invoking a charge for installations.
9 For further considerations on the limitations of CAT tools, see Mačura 2012.
10 There are seven statuses to choose from. A translation process in the Editor is fin-
ished after all segments have the status “Translated” or “Signed off,” depending on
whether a revision step is included in the process.
11 Unfortunately, little comparable data is available to determine what texts are most
frequently rendered/translated through freely accessible MT engines. According to
Seljan (2011, 283), roughly a third of such texts are “professional texts.”
12 Not to be confused with Google Translate. Whereas the latter is a free online service
to receive instant translations in a very simplified interface, the Toolkit is accessible
only for registered users. It still is free to use and has advanced features, such as
the option of uploading translation memories, as well as more sophisticated editing
functionalities.
13 A comparison of statements/assessments as regards both the CAT tools and ma-
chine translation is given in Appendix 8.2. It has been elaborated based on avail-
able literature and the author’s own input, with aspects grouped into four thematic
groups: the systemic level, the process, the product, and the user’s view.
14 Available from: www.proz.com/software-comparison-tool (retrieved 24 October
2018); Pro-Z is the world’s largest translator directory and freelance translation
portal.
15 A much more reduced number of comparison categories can be found at the
Wikipedia page on CAT (available from: http://en.wikipedia.org/wiki/Computer-
assisted_translation, retrieved 24 October 2018). Some of the Website’s language
versions include the price feature in the comparison as well.
16 NB: The suggested prices and fuzzy match bands are presented by way of example
here.
17 PEMT is said to yield as much as 30% to 80% productivity gains on the part of the
translator (see Král 2012, 193).
18 For further information, Chris Durban’s (2011) mini-guide is a valuable source.
19 For further considerations on future development of the translation profession, see
Palumbo’s chapter, this volume, and Svoboda 2017.
1 Interestingly, Singh and Pereira found no “culturally customized Websites” in their
2005 survey of 307 US multinationals, but a replication of the survey may give dif-
ferent results today.
2 Online help, which was originally stored entirely on an individual machine, is usu-
ally available today in the software producer’s website.
3 For example, almost all mobile phones have today morphed into smartphones, and
most of these already act as multimedia platforms.
4 The term “TM” is sometimes used to refer to the program that exploits or manages
the database—or what we might call a “translation memory system” or “manager.”
5 An overview of the notion of controlled language, with several examples, is given
in O’Brien (this volume); O’Brien discusses how professional communicators can
write keeping in mind the needs of translators and machine translation systems.
6 For studying the comprehensibility of such texts, usability testing would probably
be more appropriate than readability scores.
7 In the last few decades, translation studies scholars have strived to construct models
of quality taking into account equivalence at text level and, in some cases, giving
translators the role of text (re)designers in the TL. By contrast, the use of translation
tools in industry has reaffirmed the primacy of equivalence at sentence or even at
word level.
8 OPTIMALE was an EU-funded project (2010–2013) aimed at enhancing the vis-
ibility and relevance of professional translator education and training in Europe.
Further information on the project can be found at www.translator-training.eu
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