BIK Terminology

Solving the terminology puzzle, one posting at a time

How do I identify a term—standardization

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And the final criterion in this blog series on how to identify terms is, in my mind, one of the most important ones—standardization. Standardized usage and spelling makes the life of the product user much easier, and it is fairly clear which key concepts need to be documented in a terminology database for that reason. But are they the same for target terms? And if not, how would we know what must be standardized for, say, Japanese? We don’t—that’s when we rely on process and tools.

Example 1. Before we got to standardizing terminology at J.D. Edwards (JDE), purchase orders could be pushed, committed or sent. And it all meant the same thing. That had several obvious consequences:

  • Loss of productivity by customers: They had to research documentation to find out what would happen if they clicked Push on one form, Send on another or Commit on the third.
  • Loss of productivity by translators: They walked across the hall, which fortunately was possible, to enquire about the difference.
  • Inconsistency in target languages: If some translators did not think that these three terms could stand for the same thing (why would they?), they replicated the inconsistency in their language.
  • Translation memory: Push purchase order, Commit purchase order and Send purchase order needed to be translated three times by 21 languages before the translation memory kicked in.

All this results in direct and indirect cost.

Example 2. The VP of content publishing and translation at JDE used the following example to point out that terms and concepts should not be used at will: reporting code, system code, application, product, module, and product code. While everyone in Accounting had some sort of meaning in their head, the concepts behind them were initially not clearly defined. For example, does a product consist of modules? Or does an application consist of systems? Is a reporting code part of a module or a subunit of a product code? And when a customer buys an application is it the same as a product? So, what happens if Accounting isn’t clear what exactly the customer is buying…

Example 3. Standardization to achieve consistency in the source language is self-evident. But what about the target side? Of course, we would want a team of ten localizers working on different parts of the same product to use the same terminology. One of the most difficult languages to standardize is Japanese. My former colleague and Japanese terminologist at JDE, Demi, explained it as follows:

For Japanese, “[…] we have three writing systems:

  • Chinese characters […]
  • Hiragana […]
  • Katakana […].

We often mix Roman alphabet in our writing system too. […]how to mix the three characters, Chinese, Katakana, Hiragana, plus Roman alphabet, is up to each [person’s] discretion! For translation, it causes a problem of course. We need to come up with a certain agreements and rules.”

The standards and rules that Demi referred should be reflected in standardized entries in a terminology database and available at the localizers’ fingertips. Now, the tricky part is that, for Japanese, terms representing different concepts than those selected during upfront term selection may need to be standardized. In this case, it is vital that the terminology management system allow requests for entries from downstream contributors, such as the Japanese terminologist or the Japanese localizers. The requests may not make sense to a source terminologist at first glance, so a justification comment speeds up processing of the request.

To sum up this series on how to identify terms for inclusion in a terminology database: We discussed nine criteria: terminologization, specialization, confusability, frequency, distribution, novelty, visibility, system and standardization. Each one of them weighs differently for each term candidate and most of the time several criteria apply. A terminologist, content publisher or translator has to weight these criteria and make a decision quickly. No two people will come up with the same list upfront. But tools and processes should support downstream requests.

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How do I identify a term—system

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Here is one that is forgotten often in fast-paced, high-production environments: system. This at first glance cryptic criterion refers to terms that may not be part of our text or our list of term candidates, but that are part of the conceptual system that makes up the subject matter we are working in. And sometimes, if not to say almost always, it pays off to be systematic.

A very quick excursion into the theory of terminology management: We distinguish between ad-hoc and systematic terminology work.

  • When we work ad-hoc, we don’t care about the surrounding concepts or terms; we focus on solving the terminological problem at hand; for example: I need to know what forecasting is and what it is called in Finnish.
  • When we take a systematic approach, we go deeper into understanding a particular subject. We may start out researching one term (e.g. forecasting) and understand the concept behind it, but then we continue to study its parent, sibling and child concepts; we work in a subject area and examine and document the relationships of the concepts.

In the following example, the terminologist decided to not only set up an entry for forecasting, but to also list different types of forecasting—child or subordinate concepts—and the parent or superordinate concept. The J.D. Edwards terminology tool, TDB, had an add-on that turned the data into visuals, such as the one below. It goes without saying that displays of this nature help, for instance, the Finnish terminologist to find equivalents more easily when s/he knows that besides qualitative forecasting there is also quantitative forecasting, etc.

In his Manuel pratique de terminologie, Dubuc suggests that ad-hoc terminology work is a good way to get started with terminology management. Furthermore, he is right in that documenting concepts and their systems takes time and money, both of which are in short supply in many business environments. On the other hand, a more systematic approach will, in my experience, lead to entries that stand the test of time longer, create less downstream problems or questions, and need less maintenance. So, investing more time in the initial research and setting the surrounding concepts while you have the information at hand anyway, may very well pay off later. Seasoned terminologists know when to include terms to flesh out a system and when to simply answer an ad-hoc question.

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How do I identify a term—visibility

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Yesterday’s example was the term ribbon. While the concept was an innovation at the time that is quite prevalent in software today, the term is not necessarily highly visible. Today’s focus will be on the term-selection criterion “visibility”—in other words, on terms that are conspicuous and prevalent.

Look at the following screen prints from products within the Microsoft© Office 2010 suite:


Did you find some highly visible terms there? All of them stand for ribbon tabs that are highly standardized to maximize user retention: One term representing the same concept in each of the different products makes it much easier for the user to remember where to find what. Do you think that this was a coordinated effort? I don’t know for sure, as my involvement with Office was limited to Office 2007, but it looks like it. That, too, is terminology management.

Highly-visible terms must be correct in both the source and all target languages. Inconsistencies, spelling errors or variations are not only embarrassing, they lead to less trust by users, especially in markets with high-quality expectations. Terminology management working methods can spare you the embarrassment and lead to a trusting relationship with the users.

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