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Re: [dita] Product names and reuse: a very serious anti-pattern when translating documents

From
Troy Klukewich <>
Date
2013-01-22T18:03:39+00:00
ID
Thread
Re: [dita] Product names and reuse: a very serious anti-pattern when translating documents
Title: Email signature standard

  
  
    If I were to create a variables architecture now, I'd deliver the
    XML to Translation with resolved variables in XLIFF, which is
    already a translation standard for many companies. Translators
    wouldn't see the variables, only the text in context, thus the issue
    is a non-issue.

    

    There are considerations other than translation and reuse for using
    variables as I've indicated prior that is a ROI scenario, too. (Such
    as late-changing product and feature names or customer-driven
    overrides.)

    

    That companies should train their writers to use XML element
    effectively is a given. That people can do bad things in
    documentation is nothing new and nothing peculiar to XML. I've had
    to deal with training issues at every XML implementation I've every
    been involved in.

    

    I don't see any viable argument here that would negate the benefits
    of using variables effectively, when used effectively, in XML with
    or without translations.

    

    Every product I've ever worked on without variables for products and
    feature names has been an expensive, time consuming, repetitive
    nightmare of late product and feature name changes searching
    sometimes through tens of thousands of topics trying to find the
    changes in question that could easily have been solved with an
    intelligent variables architecture and a little writer training.

    

    Troy

    

    On 1/21/2013 5:14 AM, Andrzej Zydron wrote:
    
      
      
Hi Kristen,

          

          Your recommendations
            are very sound and such restricted
                  use should allow for successful substitution. The underlying
                    problem though remains: if you provide a mechanism
                    people will inevitably misuse it to their own
                          detriment. I would certainly have issue
                            with Troy's suggestions which indicate
                            grammatical use of substitutions within
                            sentences.

        

        

          
          
          
          
          
          

            
Best Regards,

            

              Andrzej Zydroń

              

            
---------------------------------------

            
CTO

            
XTM International Ltd.

            
PO Box 2167, Gerrards Cross, SL9 8XF, UK

            
email:               

              

            
Tel: +44 (0) 1753 480 479

            
Mob: +44 (0) 7966 477 181

            
skype: Zydron

            
www.xtm-intl.com

            
 

            

              

            
 

            
 

            
 

          

        

        On 20/01/2013 23:16, Kristen James Eberlein wrote:

      

      
        
        
Additional recommendations that I
          neglected to include:

          
            
Ideally the product name should be trademarked and not
              translated into the target language

            
Avoid using adjectives with the product name

            

          
          
Best,

            Kris

            

            Kristen James Eberlein

            Principal consultant, Eberlein Consulting

            Co-chair, OASIS DITA Technical Committee

            Charter member, OASIS DITA Adoption Committee

            www.eberleinconsulting.com

            +1 919 682-2290; kriseberlein (skype)

            

          

          On 1/20/2013 6:02 PM, Kristen James Eberlein wrote:

        

        
          
          
Andrzej, thanks for your very
            full  post. You clearly took the time to craft an e-mail to
            the list that covered thoughtfully the many issues involved
            here.

            

            I don't know to what extent people try to implement reuse at
            the less-than-sentence level. I can tell you what I
            currently recommend when people want to go down this path
            ...

            
              
Implement reuse only for those very specific items
                that are very costly if incorrect -- or costly to
                change, such as product names or operating systems or
                prerequisites. For example, "Acme Widget," "Microsoft
                Windows XP," "Java SDK, version 6.0"

              
Ideally, use those reused items only in standalone
                form, for example, a list item that only contains the
                phrase "Microsoft Windows XP"

              
If you must use a reused term in a sentence, use it
                only in the singular form and in the nominative case,
                for example, "Acme Widget is a ..." 

              

            
            
Any comments on the cost aspects of this approach? It
              does require substantial writer education and awareness
              ...

            

            
Best,

              Kris

              

              Kristen James Eberlein

              Principal consultant, Eberlein Consulting

              Co-chair, OASIS DITA Technical Committee

              Charter member, OASIS DITA Adoption Committee

              www.eberleinconsulting.com

              +1 919 682-2290; kriseberlein (skype)

              

            

            On 1/20/2013 4:47 PM, Andrzej Zydron wrote:

          

          
            
            
Hi Troy, Mark and Kristen,

              

              Thank you for your questions, replies and comments, and
              apologies for my tardiness in replying: I have been very
              busy last week.

              

              The short answer is:

              

              1. Coping with noun inflection changes will add between
              10% to 20% to your translation  costs.

              2. You cannot escape the adjectival agreement trap which
              will produce ungrammatical output in most languages.

              

              The cost of translating into one language will cost
              roughly the same as writing the original. If you translate
              into the typical 21 to 40 languages then the increase in
              cost will be substantial. You are creating a rod for your
              own back.

              

              The long answer:

              

              What is suggested is a very serious anti-pattern. As I
              laid out in my previous post, what is proposed works
              reasonably well in English and possibly a few other
              languages, like Mandarin, that have a primitive
              morphology. These languages are unfortunately atypical.
              Languages with a primitive morphology belong predominantly
              to a category of language termed creole: they are formed
              by a fusion of two or more languages. The English we use
              today was formed during the 15th century by a fusion of
              medieval French and old English. The impact of French on
              the English that we use today should not be understated -
              it was immense.

              

              The vast majority of human languages have a rich, or in
              the case of Slavonic languages an extremely rich
              morphology. English nouns do not have gender association
              and their morphology is only expressed in the possessive
              and plural forms. An obvious consequence of this is that
              word order in sentences is of paramount importance, which
              is not true of morphologically rich languages.

              

              Let us now move on to the substantial flaw that is caused
              by treating product names, or any other noun, as a
              variable when it comes to translation: the noun inflection
              and the adjectival agreement trap.

              

              1. Noun inflection

              The only inflections for nouns in English is the
              possessive and plural forms. Other languages can have many
              more forms depending on the role that the noun is playing
              in the sentence. Take my mother tongue, Polish. There are
              7 noun cases in Polish:
              
              nominative, genitive, dative,
              
              accusative,
              
              instrumental,
              
              locative and vocative, each with a possible different
              ending. It is very difficult for monolingual English
              speakers to grasp the fact that nouns can have so many
              different forms. Why is this a problem for automatic noun
              substitution? The answer is a great deal: 7 does not go
              into 2 (English nominative and possessive). Let is look at
              a practical example in the following  sentence where the
              noun 'spanner' in Polish is 'klucz':

              

              English:

              Please undo the bolt using a spanner.

              

              Polish:

              Proszę odkręcić śrubę kluczem.

              

              Please note the inflection of the noun in Polish as it
              takes on its instrumental form, which results in adding en
              'em' ending. You can redo the translation so that spanner
              uses the nominative form:

              

              Używając klucz, proszę
              odkręcić śrubę.

              

              The English equivalent is:

              Using a spanner please undo
              the bolt.

              

              This imposes an extra burden on the translator which you
              will have to pay for. The translator has to rearrange the
              sentence: this is an extra task and will increase the cost
              of translation. It can also result in a very strange style
              for the document as a whole. 

              

              2. Adjectival agreement

              Nouns in English do not express gender. This is quite
              unique. Most other languages associate a particular gender
              with each noun and require that any adjective accompanying
              a noun has to agree in terms of both gender and in most
              instances also with regard to case. Let us take a simple
              example of automotive product names from Ford of Europe:
              Fiesta, Mondeo and Focus. Let us also take the example of
              Polish, which is typical of all Slavonic languages. Nouns
              in Polish can have three genders: masculine, feminine and
              neuter.

              

              Fiesta in Polish is automatically assigned feminine gender
              because it ends with an 'a'. Mondeo is automatically
              associated with neuter as it ends in an 'o'. Focus is
              masculine, mainly because in ends in neither 'a' nor 'o'.
              Now let us look at the simple noun phrase 'new model':

              

              a) Nowa Fiesta

              b) Nowe Mondeo

              c) Nowy Focus

              

              Please note that all three models force different endings
              on the adjective 'new'. Add to this the fact that the
              adjective will also have to take on the inflection of the
              noun we have the following examples:

              

              English:

              Driving the new 'model' is a great experience:

              

              Polish:

              a) Jazda nową Fiestę jest wspaniałym przeżyciem.

              b) Jazda nowym Mondeo jest
              wspaniałym przeżyciem.

              c) Jazda nowym Focus'em jest wspaniałym przeżyciem.

              

              As you can see, even if we forced the use of the
              nominative case for the model name, which may result in a
              stilted translation, we cannot escape the gender trap. You
              will end up with ungrammatical text, which depending on
              your target audience may not be the result you desired.

              

              The examples given above were obviously for a single
              target language, but Polish is fairly typical of most
              morphologically rich languages. Other languages have
              different traits, such a Finnish which has 15 inflections
              for nouns, no gender but requires adjectival agreement.
              French has an even more primitive noun morphology than
              English, but has a very strong gender requirement on
              adjectives and particles, e.g. nouveau, nouvelle, du, de
              la, le, la. Hebrew also requires adjectival agreement for
              gender and has three cases for nouns as does
              unsurprisingly Arabic.

              

              To sum up it is ill advised to use any mechanism
              to provide for individual word or noun phrase substitution
              if you are going to translate your output to any other
              language with a richer morphology than English, unless you
              are prepared for the extra cost and possible low quality
              of the resultant output. Human language is too rich and
              varied to be treated in simple word substitution terms.

              

              

                
                
                
                
                Email signature standard
                

                  
Best Regards,

                  

                    Andrzej Zydroń

                    

                  
---------------------------------------

                  
CTO

                  
XTM International Ltd.

                  
PO Box 2167, Gerrards Cross, SL9 8XF,
                      UK

                  
email:               

                    

                  
Tel: +44 (0) 1753 480 479

                  
Mob: +44 (0) 7966 477 181

                  
skype: Zydron

                  
www.xtm-intl.com

                  
 

                  

                    

                  
 

                  
 

                  
 

                

              

              On 18/01/2013 17:20, Troy Klukewich wrote:

            

            
              
              Hi Kristen:

              

              At the former company, we attempted to restrict product
              names as untranslated, and this initially worked for
              western languages where we started first, but then it
              didn't work later for some eastern languages that already
              had a special trademark for that country, from what I
              remember. I think we had some problems too around feature
              names that in some cases simply had to be translated even
              for cultural reasons.

              

              We had Information Developer training around how to use
              product and feature name variables effectively by
              restricting the way we wrote around them to avoid
              translation common issues. 

              

              Finally, we avoided references to the product in general
              going forward. Fortunately, in software, we can often
              refer generically to the product as "the system" or
              application in context. Still, we had some high level
              material that required the product name and we would use
              the variable there.

              

              In most cases, we used the majority of variables for
              nasty, constantly changing feature names. :-)

              

              In another case, we had a specialized product that
              required variables for business object names that could be
              overridden by the customer, which we then output to
              in-place help variables with a dynamic mapping file. (Kind
              of cool, actually, though little seen elsewhere.) 

              

              In short, I don't think there is an easy answer that
              avoids changes to schemas, workflow, writing practices,
              and output processing for holding and processing an
              effective product or feature element along the lines of a
              variable, but once implemented, the automation and
              customization is very powerful.

              

              I have played around with content references with some
              success to simulate variables as used in a previous
              company. I forget what the specific limitations are, but I
              wasn't totally happy with it.

              

              If I were to create a variables architecture for DITA
              today using OT as a reference processor, I would create a
              generic schema for variables, then specialize attributes
              as needed for products and features (at minimum). Use a
              mapping file in XML to hold the resolved values and keys.
              Then create a processing plug-in for those variables,
              which might include special graphics associated with the
              product name, if needed (has actually happened).

              

              Troy

              

              On 1/16/2013 9:03 AM, Kristen James Eberlein wrote:
              
                
                

                

                  
                  
Troy, there were a couple
                    of questions that I want to ask. Did the company's
                    style guide restrict the content developers as to
                    how they used the product names, for example, using
                    product names only in the nominative case?

                    

                    Were the product names translated or left in
                    English? I think translated, based on your post, but
                    wanted to check -- some companies handle the problem
                    of reusing company names by NOT translating them.

                    

                    You mentioned using attributes to indicate plurals
                    or possessives; did you do anything to handle case
                    or part of speech?

                    

                    Thanks for your interesting post!

                    

                    
Best,

                      Kris

                      

                      Kristen James Eberlein

                      Principal consultant, Eberlein Consulting

                      Co-chair, OASIS DITA Technical Committee

                      Charter member, OASIS DITA Adoption Committee

                      www.eberleinconsulting.com

                      +1 919 682-2290; kriseberlein (skype)

                      

                    

                    On 1/16/2013 8:47 AM, Troy Klukewich wrote:

                  

                  
                    
                    Hi Andrzej:

                    

                    We translated the English XML content and mapping
                    files into multiple languages, including Chinese,
                    Japanese, and Arabic, which are probably some of the
                    more difficult languages to translate. The agencies
                    worked with our build kit and generated translated
                    versions per language, including PDF. Granted, we
                    had some great development resources to program the
                    XSLT and XSL:FO appropriately to handle multiple
                    languages. 

                    

                    I do remember some iterations where translation had
                    to tweak the PDF output until we programmed a
                    solution (indexing was challenging for Japanese,
                    right-to-left languages, etc.). In any case, the
                    amount of total manual work translation had to
                    perform versus previous iterations was massively
                    reduced with subsequent cost savings and rapid
                    turn-around. From what I recall, we reached 100%
                    automation for all languages handled.

                    

                    If you could be more specific about which language
                    morphologies cannot work with variables, I'd be
                    interested. In some cases, the best solution might
                    be to dump out an XLIFF with resolved values for
                    variables, so the base XML isn't translated, but the
                    XLIFF version of the same with a two-way
                    transformation back to the build kit for a
                    translated version of deliverables.

                    

                    Some translation groups will work with build kits,
                    some don't, so this also needs to be factored into
                    workflow.

                    

                    So I suspect that there may be no perfect global
                    solution to handle all possible languages from base
                    DITA XML, but a technical solution that handles most
                    and then an alternate workflow for those languages
                    that cannot work with variables as such.

                    

                    Troy

                    

                    On 1/15/2013 1:34 PM, Andrzej Zydron wrote:
                    
                      
                      
Hi Troy,

                          

                          Thank

                            you for this interesting post. Your
                              mechanism will work for English, and the
                              small group of languages with a similar
                              primitive morphology.
                            Unfortunately it will fall apart when you
                            come to translate the XML
                            content into any language
                                with a richer morphology -
                                  the resultant output will produce
                                      ungrammatical output and the cost of
                                        recovery from this will be
                                        extensive. 

                                      

                                      English is a linguistic freak (a
                                                          fact that is
                                                          lost on most
                                                          monolingual

                                                          English
                                                          speakers)

                        which allows for the relative easy
                          substitutions that you described. I you
                            plan to translate your content into other
                            languages this is not a
                                practical possibility.

                        

                        

                          
                          
                          
                          
                          Email signature standard
                          

                            
Best Regards,

                            

                              Andrzej Zydroń

                              

                            
---------------------------------------

                            
CTO

                            
XTM International Ltd.

                            
PO Box 2167, Gerrards
                                Cross, SL9 8XF, UK

                            
email:               

                              

                            
Tel: +44 (0) 1753 480 479

                            
Mob: +44 (0) 7966 477 181

                            
skype: Zydron

                            
www.xtm-intl.com
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