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Avoiding doublettes or a report from the ISO meetings in Korea

June 23, 2011 by Barbara Inge Karsch

One of the main reasons we have doublettes in our databases is that we often don’t get around to doing proper terminological analysis. I was just witness to and assistant in a prime example of a team doing this analysis at the meetings of ISO TC37.

ISO TC 37 is the technical committee for “Terminology and other language and content resources.” It is the standards body responsible for standards such as ISO 12620 (now retired, as discussed in an earlier posting), 704 (as discussed here) or soon 26162 (already quoted here). This year, the four subcommittees (SCs) and their respective working groups (WGs) met in Seoul, South Korea, from June 12 through 17.

One of these working groups had considerable trouble coming to an agreement on various aspects of a standard. Most of us know how hard it is to get subject matter experts (or language people!) to agree on something. Imagine a multi-cultural group of experts who are tasked with producing an international standard and who have native languages other than English, the language of discussion! The convener, my colleague and a seasoned terminologist, Nelida Chan, recognized that the predicament could be alleviated by some terminology work, more precisely by thorough terminological analysis.

First, she gave a short overview of the basics of terminology work, as outlined in ISO 704 Terminology work – Principles and methods. Then the group agreed on the subject field and listed it on a white board. Any of the concepts up for discussion had to be in reference to this subject field; if the discussion drifted off into general language, the reminder to focus on the subject field was right on the board.

The group knew that they had to define and name three different concepts that they had been struggling with, although lots of research had been done; so we put three boxes on the board as well. We then discussed, agreed on and added the superordinate to each box, which was the same in each case. We also discussed what distinguished each box from the other two. Furthermore, we found examples of the concepts and added what turned out to be subordinates right into the appropriate box. Not until then did we give the concepts names. And now, naming was easy.

Step 1 SUBJECT FIELD
Step 2 Superordinate Superordinate Superordinate
Step 3 Distinguishing characteristic 1
Distinguishing characteristic 2
Distinguishing characteristic 1
Distinguishing characteristic 2
Distinguishing characteristic 1
Distinguishing characteristic 2
(Step 4) Subordinate
Subordinate
Step 5 Designator Designator Designator

After this exercise, we had a definition, composed of the superordinate and its distinguishing characteristics as well as terms for the concepts. Not only did the group agree on the terms and their meanings, the data can now also be stored in the ISO terminology database. Without doublettes.

Granted, as terminologists we don’t often have the luxury of having 15 experts in one room for a discussion. But sometimes we do: I remember discussing terms and appellations for new gaming concepts in Windows Vista with marketing folks in a conference room at the Microsoft subsidiary in Munich. Even if we don’t have all experts in shouting distance, we can proceed in a similar fashion and collect the information from virtual teams and other resources in our daily work. It may take a little bit to become fluent in the process, but terminological analysis helps us avoid doublettes and pays off in the long run.

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Quantity AND Quality

September 16, 2010 by Barbara Inge Karsch

In If quantity matters, what about quality? I promised to shed some light on how to achieve quantity without skimping on quality. In knowledge management, it boils down to solid processes supported by reliable and appropriate tools and executed by skilled people. Let me drill down on some aspects of setting up processes and tools to support quantity and quality.

If you cannot afford to build up an encyclopedia for your company (and who can?), select metadata carefully. The number and types of data categories (DCs), as discussed in The Year of Standards, can make a big difference. That is not to say use less. Use the right ones for your environment.

Along those lines, hide data categories or values where they don’t make sense. For example, don’t display Grammatical Gender when Language=English; invariably a terminologist will accidentally select a gender, and if only a few users wonder why that is or note the error, but can’t find a way to alert you to it, too much time is wasted. Similarly, hide Grammatical Number, when the Part of Speech=Verb, and so on.

Plan dependent data, such as product and version, carefully. For example, if versions for all your products are numbered the same way (e.g. 1, 2, 3,..), it might be easiest to have two related tables. If most of your versions have very different version names, you could have one table that lists product and version together (e.g. Windows 95, Windows 2000, Windows XP, …); it makes information retrievable slightly simpler especially for non-expert users. Or maybe you cannot afford or don’t need to manage down to the version level because you are in a highly dynamic environment.

Enforce mandatory data when a terminologist releases (approves or fails) an entry. If you  decided that five out of your ten DCs are mandatory, let the tool help terminologists by not letting them get away with a shortcut or an oversight.

It is obviously not an easy task to anticipate what you need in your environment. But well-designed tools and processes support high quality AND quantity and therefore boost your return on investment.

On a personal note, Anton is exhausted with anticipation of our big upcoming event: He will be the ring bearer in our wedding this weekend.

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ISO 12620—Why bother

July 22, 2010 by Barbara Inge Karsch

Standards are nice, but they don’t do anything for you or, more importantly, the user of your terminology database, if you are the only one applying them. But how do you get a large virtual team of terminologists or language specialists to agree on and apply standards, such as ISO 12620, to database entries? And first: Why bother climbing such a mountain?

Imagine you have a large document to author or translate. Your client gave you a dictionary to use. Because you are not sure of the meaning or usage of 50 terms, you look them up. But the dictionary holds you up more than anything: One entry contains a definition, the next one doesn’t; one provides context, but it is in a language you don’t understand; most terms make sense, but several of them are cryptic and the entry doesn’t provide clarity. If your client hadn’t insisted that you use the dictionary, you wouldn’t: It just slows you down.

The objective of a terminology database is to have consistent and correct terminology used in the product, in source as well as in target languages. To support that goal, users must be able to use a database entry quickly and easily—structure really helps here. Furthermore, users must be able to trust the information provided—transparent, clear and consistent entries create trust.

Ideally, you have a centralized team of trained terminologists who know the standards inside out and apply them religiously. If you don’t, select/create a tool that supports standards adherence as much as possible. Some simple examples: If definition is mandatory, automatically enforce it; if the term is a verb, hide the Number field; if the language is English, hide the Gender field. Tools can do a lot, but your team very likely still needs a standard.

The Microsoft terminology team did. Simply handing a standards document off to the team had not been successful in the past—nobody could remember it, many entries therefore contained unstructured, if not incorrect information, and there was no incentive to adhere to standards. A more collaborative effort was called for: Together, in-house terminologists went through data categories one by one. Because we were a virtual team, e-mail was the best form of communication. Each data category was dealt with in one e-mail that contained: the definition, a scenario and voting buttons that allowed the team to agree with the meaning or disagree and make a better suggestion. Team members could participate in the voting, but they didn’t have to. However, anyone knew from the beginning that they had to accept the outcome, regardless of whether they participated or not. After the new guide had been published, measurements were carried out and documented in a quarterly report. Terminologists then set their own deadlines for cleaning up entries to comply with the standards.

ISO 12620 doesn’t just enable data exchange, as we saw in last week’s entry. At J.D. Edwards and Microsoft, it also helped create standards guides. I am sure not every field is filled in correctly; perfection is not the point. But with shrinking budgets and tighter deadlines, a database that could cost millions of dollars must support the user as best as possible in their endeavor to create reliable communication. A standards guide based on an international standard is a good tool you can use to climb that mountain.

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