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By Susan
Harkus
Effective communication
is the objective of all documentation, whether the documentation is technical
or non-technical, and the communication objective must not be constrained
by unrealistic writing guidelines.
The guidelines in
this document preserve the flexibility that enables a writer to present
information to the user in a format and in a structure that facilitate
understanding. They are based on the principle that writing for translation
assists the human translator as well as the translation software.
The guidelines describe
a writing approach that:
- acknowledges good
writing practices
- optimises the parsing
of the source by the translation software
- specifies formatting
that is recommended for particular translation software
- employs the features
of the translation software
- adopts mitigation
strategies for content that has locale dependencies
A checklist
of the guidelines is included at the end of this document. The PowerPoint
presentation accompanying this document can be downloaded here
(136K, PPT). The slide notes contain the full presentation script.
Follow good writing
practices
Good writing practices
improve the readability of documentation. They produce documents that
are easy to understand, and almost always easier to translate.
Despite the individual
writing preferences of technical communicators, most references acknowledge
a set of rules that can be defined as "good writing practices". Selected
reminders are listed below under the two headings, Style, and Format and
Punctuation.
Style
- Write clearly.
Use simple sentence structures. A sentence need not be short but must
provide progressive cognitive closure.
- Limit the number
of nouns that qualify a noun. Never use more than three noun qualifiers,
and in almost every case, add groups of noun qualifiers to the dictionary
of the translation software.
- Repeat a noun instead
of using a backward-pointing pronoun, such as "it", "they," "this"
or "these". Pronouns can frequently impede reading because the reader
has to mentally associate a pronoun with its antecedent. If the association
is not immediately clear, the reader often has to reread the preceding
sentence to establish the context of the pronoun.
- Put phrases as
close as possible to the nouns that they modify. Rewrite a sentence
rather than create an orphan phrase or clause.
- Avoid an informal
style. Use a semi-formal tone and avoid rhetorical questions.
Format and punctuation
- Separate subordinate
phrases and clauses from the main clause by commas. For example, this
sentence includes an example of a subordinate phrase. If you begin a
sentence with a conditional clause, separate the conditional clause
from the principal clause with a comma.
- Hyphenate word
phrases that modify other words. For example, gather customer-specific
requirements.
- Always use commas
correctly in coordinate phrases and clauses. For example, a comma is
required before an "and" or an "or", if the next phrase or clause includes
a coordinating conjunction. Compare "the apples, the drink, and the
bread and butter" and "the apples, the drink and the bread".
Write to optimise
translation output
Translation software
performs two discrete tasks.
1. Parse the source
text.
2. Translate
the parsed text into the target language.
The success of both
operations depends primarily on the power and the scope of the translation
software. However, some writing practices improve the efficiency of the
parsing operation, and some practices improve the translation itself.
Improve parsing
- Use an article
or a descriptor to clarify the part of speech of a word. Words such
as "a" and "the", provide syntax cues to translation software, as well
as to human translators.
- Include relative
pronouns even when they are not required in English. For example, "the
car that he bought" rather than "the car he bought".
- Write list items
as complete clauses or complete sentences.
- Include the article
with each item in a list of nouns or noun phrases.
- Avoid phrasal verbs,
such as "set up" or "shut down". Use a single word alternative. Most
commercial translation products are unable to analyse phrasal verbs,
except for the most common verbs, such as "wait for". If you have to
use a phrasal verb to retain a natural expression in your source, review
the translation of the verb during the post-translation edit.
Improve translation
- Minimise ambiguity.
Avoid homographs. If an English word has several meanings, use the word
consistently with one meaning, and use an alternate English word to
express other meanings. For example, use "right" as the opposite to
"left", and use "correct", not "right" as the opposite to "wrong".
- Use words with
their primary dictionary meaning. If you choose not to use a word with
its primary meaning, be sure to add the word to the dictionary of the
translation software.
Use formats recognised
by the translation software
Most translation products
will use formatting cues for syntactical parsing. The following guidelines
reflect the recommendations of the Systran product manual. Modify the
guidelines to reflect the requirements of the software that you purchase.
- Add two spaces
after a full stop or a colon. Add one space after a comma or semicolon.
- Use a combination
of punctuation, capitalisation and font to identify a name such as an
object name or a function name. Do not rely on the font alone to distinguish
the name. For example, "Choose the option, Exit", rather than "Choose
the Exit option."
- Do not use a dash
as a punctuation mark. Reserve the dash for hyphenating multi-word adjectives.
- Avoid using a slash
(/) for alternate values. For example, write "your customer or supplier"
not "your customer/supplier".
- Use parentheses
sparingly, and only when the enclosed material is independent of the
structure of the surrounding words.
Product recommendations
that are not appropriate
Some product recommendations
will not suit your corporate documentation style. For example, Systran
suggests that you add two carriage returns after titles and headings,
and also that you insert a comma or semicolon. before the coordinating
conjunction, "and".
If you do not follow
every recommendation made by the product supplier, additional translation
errors may be incurred. However, the readability of your source is very
important and unusual punctuation can easily distract readers. Your objective
is clear communication and you must decide whether you will follow every
product recommendation
Identify and exploit
product features
All translation products
have features that can be used to optimise the translation output. Identify
the features and determine how you will apply them in your writing.
For example, Systran
provides a mechanism for tagging text, such as sample code, that should
not be translated. The tags can be inserted as hidden text, before and
after the protected words, so that they are not printed or displayed online.
$AB <title>
$ABX
Such is life
$AB </title> $ABX
Adopt mitigation
strategies for locale-dependent content
Localisation effort
can be reduced if technical communicators use mitigation strategies for
information that varies between locales.
By applying a mitigation
strategy, the writer can
- eliminate a locale
dependency from the text
- reduce the number
of localisation changes that must be made
- identify locale-dependent
content that must be updated during the localisation edit
Examples
1. Eliminate a locale
dependency related to temperature, by providing the alternative measurement
form in brackets.
2. Reduce the number
of changes to a currency example, by including well-known currencies as
well as the currency of the source language. When the currency example
is localised, only the local currency will need to be changed.
3. If locale dependencies
persist, record the dependencies in the list of locale items. A list of
mitigation strategies is included at the end of this document.
Writing
checklist
| Writing objective |
Write clearly.
Use simple sentence structures. |
| Follow good
practices |
Write clearly.
Use simple sentence structures. |
|
Limit the number
of nouns that qualify a noun. |
|
Repeat nouns
instead of using backward-pointing pronouns. |
|
Put phrases as
close as possible to the nouns that they modify. |
|
Avoid an informal
style. |
|
Separate subordinate
phrases and clauses from the main clause by commas. |
|
Hyphenate word
phrases that modify or qualify other words. |
|
Always use commas
correctly in coordinate phrases and clauses. |
| Optimise translation
output |
Use an article
or a descriptor to clarify the part of speech of a word. |
|
Include relative
pronouns even when they are not required. |
|
Write list items
as complete clauses or complete sentences. |
|
Include the article
in lists of nouns or noun phrases. |
|
Minimise ambiguity.
Avoid homographs. |
|
Use words with
their primary dictionary meaning. |
| Use recommended
formatting |
Always use commas
correctly in coordinate phrases and clauses. Add two spaces after
a full stop or a colon. Add one space after a comma or semicolon.
|
|
Add two spaces
after a full stop or a colon. Add one space after a comma or semicolon.
|
|
Use a combination
of punctuation, capitalisation and font to identify a name such as
an object name or a function. |
|
Do not use a
dash as a punctuation mark. |
|
Avoid using a
slash (/) for alternate values. |
|
Use parentheses
sparingly, and only when the enclosed material is independent of the
meaning for the sentence. |
| Exploit product
features |
Tag text that
should not be translated. |
Mitigation strategies
for locale issues
The following table
lists areas where locale differences occur and shows the strategy the
writer should adopt to minimise the impact of differences.
| Locale
attribute |
Issue |
Mitigation
strategy |
| Acronyms |
Vary
between languages. For example, UN (English) and ONU (French) |
1.
Restrict use of acronyms. Only use essential acronyms.
2. Tag acronyms that are never to be translated.
3. Tag translatable acronyms. |
| Abbreviations |
Country-specific
variations |
1.
Avoid abbreviations but if required, give alternatives such as ISO
8583 and AS 2805.
2. Tag text if locale-specific. |
| Notation
such as time notation, date notation. |
Cultural
and user-preference variations |
1.
Use standard ISO notation.
2. Use month name in date to simplify interpretation.
3. Tag items that may be locale-dependent. Always tag dates, even
when options 1 or 2 have been applied. |
| Measurements |
Country-specific
variations |
1.
Where there are two options, use alternative in brackets. For example,
10 cm (4 inches).
2. If the measurement can vary in more that two ways, tag the text
for locale-specific review. |
| Expressions
of range in the format from…to |
Can be interpreted
differently.
For example,
variations of from 10 to 20 can be 11-20, 10-19 and 11-19.
|
1.
Use the term inclusive when specifying a from…to range.
2. Tag the range and specify the range using arithmetic operators
so that the translation can be checked against a definitive expression.
For example, 10 <= 20. |
| Currency |
Varies
in sign and numeric format |
Try not to use
in examples. If an example is required, provide two examples: use
American dollars, and the currency of another country. Include the
international currency identifier.
Examples:
USD 20.50 and FRF 124,50
US$20.50 and 124F50
|
| Addresses
and postal codes |
Country-specific
variations |
Include
the country in an address example so that the address has a context.
Provide a US-based example and an example from another country. |
| Numeric
data |
Decimal
sign and separator variations |
1.
Use a US-based example and an example from another country.
2. Tag text if a localised example would be preferable. |
| Special
characters |
$,
@ and # have varying applications |
1.
Do not use. For example, never user #1 as Number 1. Use 1 or the full
form, Number 1.
2. If a string must include one of the special characters, tag the
text for locale-specific review. |
| Sorting
order |
Character-set
dependent |
Do
not use alphabetic sequences in examples. |
| Paper
formats |
A4
and Letter variations impact page formatting for printed output. |
There
may be no alternative to repaging to match the market default. |
| Character
set size variations |
Character
sets have different font sizes that affect text length |
There
is no mitigation strategy to address font size variations. Review
layout after translation. |
| Legal
disclaimers, copyright |
Country-specific
variations |
Country-specific
variations |
Source:
keyword, A journal for technical and scientific communicators. Vol 7,
No 2 Date: June 1997
Document management
strategies for localisation
As document content
is developed, maintain a writing approach that will facilitate the translation
task. The following table shows the document content area that presents
a challenge to translation and the proposed document development strategy
for supporting translation.
| Localisation
concern |
Translation
support strategy |
| Content has locale-specific
dependencies. Some dependencies may relate to human behaviour differences,
or cultural differences that are country or organisation-based. |
Note in locale-dependency
list. |
| Some English
text should NOT be translated. |
Use the hidden
text atttribute to tag the text with the do-not-translate tags of
the translation software. |
| User interface
elements must be referred to consistently. |
Create a list
of standard terms for interface elements and interface operations.
- The GUI and
documentation developers work together to develop the list.
- The list
comprises nouns or noun phrases (element identifiers such as topology
name) and verbs (operations performed on interface elements).
The list should
also be used to label fields and controls in the user interface,
as well as in the development of message text.
|
| The same user
activity should be described in the same way. For example, a single
expression should describe logging off, logging out or exiting the
application. |
Vocabulary consistency
is a challenge to the writer but a list should be compiled progressively
as decisions are made about word usage. In most instances, the first
dictionary meaning of a word should be used. |
| Homographs are
translation disasters. |
Never use the
same word with two meanings. For example, use right as the opposite
to left and use correct, not right, as the opposite to wrong. |
| Synonyms need
to be used to make indexes useable but synonyms are language and culture-specific.
For example, English may have three common synonyms for a particular
operation and French may have only one term. |
Localisable
indexing needs to be more structured than traditional indexing.
The indexing focus needs to switch from indexing specific information
as it occurs in continuous text to matching an index to the general
meaning of a block of text.
1. Information
should be designed in cohesive, meaningful chunks.
2. The
primary focus of index entries should be to index the chunks of
information.
3. User-relevant
synonyms should be used.
|
Source:
keyword, A journal for technical and scientific communicators. Vol 7,
No 2 Date: June 1997
References
Klein, F. (1997)
International Technical Communication. keyword, A journal for technical
and scientific communicators. Vol 7, No 2, P17-18.
McGregor, H.
(1997) International Documentation. keyword, A journal for technical and
scientific communicators. Vol 7, No 2, P5-11.
Ring, P. (1997)
Translation of manuals and multilingual manuals. keyword, A journal for
technical and scientific communicators. Vol 7, No 2, P14-16.
While
Information Manager of the Australian software development company, Cards
Etc, Susan Harkus developed a disciplined writing solution that makes
translation software a viable part of localising the first software release.
Susan presented this paper at the Australasian Online Documentation Conference
being held in Brisbane, Australia, 12-14 April. Susan now works for XT3
Internet Integrator and can be reached at susan.harkus@telestra.com
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