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SDL Proprietary and Confidential
Terminology
Management
Best Practices
Heather Turo, Language Analyst, SDL
SDL Language Customer Success Summit 2015
2
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Agenda
o Terminology Overview
o The Impact of Inconsistency
o Benefits of Terminology
Management
o Terminology Management –
Getting Started
3
Best Practices overview: Objectives
Reduce time-to-market for
delivery of global content
Reduce translation costs
Increase automation
and content recycling
Increase quality
of source content
Reduce ambiguity
Enhance corporate branding
through “one voice”
globalization strategy
4
Challenges of reaching a global audience
o Everyone speaks a different
language
─ It’s easier to do it in “my mother tongue”
o Coordinating the simultaneous
delivery of information in multiple
languages is complex
─ Localized content in local language meeting
local cultures
─ Although 90% of content has a global
audience, only 10% is presented in the local
language
o Remaining agile and competitive
─ Ensuring brand consistency across global
markets whilst accelerating time-to-market
Terminology Overview
6
What is Terminology?
○ Vocabulary used in specialized subject
fields (domain, company, etc.)
○ One term  one concept
○ Termbase: a centralized DB that contains
(ideally) all of a company’s core terms
(monolingual or multilingual)
○ Terminology management: the process
of choosing, defining, tracking and
consistently using vocabulary for
a specific purpose
○ Lexical data is the DNA of a company’s
collective knowledge, expertise, and
identity
7
Terminology Management spectrum
Continuum of practice in a range
defined by multiple factors:
o Enterprise type and mission
o Criticality of terminology
for core business
o Criticality of quality
and branding concerns
o Recognition of tangible
and intangible ROI
o Terminology user groups
o Buy-in by stakeholders (design,
engineering, marketing, as well
as client & in-country partners,
but above all, top-level
management)
Enterprise Type:
Nature of Enterprise
Government
Industry
Research institutes
Localization/
translation
bureaus
Web content
management providers
Freelance & in-house
technical writers, translators
Librarians & knowledge
organization environments
Terminology
Management
o Nature of client
o Text type
o Negotiation
Client/vendor
agreements
8
Terminology workflow task issues
o Language planning
o Standardization
o Document production
o Controlled language document
production
o Activity in localization & multilingual
documentation environments
o Support for machine vs.
human-oriented translation
o Content management in dynamically
changing Web environments
o Terminology management for
enterprise solutions (whatever
that may be)
Specific task types:
9
Criticality of terminology
○ Potential for market losses
○ Potential for communicative losses
○ Risk of product failure, human injury
○ Adverse effects on branding efforts
(marketing issues)
○ Relative significance of terminology
─ To the process
─ To the product
─ Example: Terminology is more
critical if you are selling software
than if you are selling wheat
The Impact of
Inconsistency
11
Inconsistency examples
o Shortcut, hotkey,
or accelerator key?
o The business – mission
statements, elevator pitches,
boilerplate text
o Technology – business
applications, internal processes
Product code name –
internal name vs.
marketing name
Feature names
Terms used to explain:
Nouns, images, colors,
email addresses
o “Longhorn” vs. Microsoft
Windows Server?
12
The business cannot remain agile
o Inconsistencies cause:
─ Inability to reuse content ($$$)
─ Inability to leverage other
internal knowledge (quality)
─ Inability to leverage existing
translations ($$$)
─ Inability to reach customers
simultaneously across all
markets (not streamlined)
Terminology
Enables
Global
Information
Delivery
Technical
Writing
Marketing
Sales
BackOffice
Systems
Customer
Support
FAQs, Support Webpage,
Issue Tracking, Quality
Management
Accounts, ISO Standards,
Quality Control
RFPs, RFIs,
Presentations, Overviews
Online Help,
Quick Facts
Website, Brochures,
Collateral, PR
Every department creates content
using the same content lifecycle
13
The customer impact
o Inconsistent publications
o Frustrated customers
Engineer uses one term… Author uses another…
Different terms cause user confusion,
leading to support issues and declining loyalty
14
One
Inconsistency
Product
Collateral
Different
Languages
The “trickle-down effect” of inconsistency
Manuals Web FAQs Brochures
Pre-
Sales
Product
Development
Market
Penetration
15
Central store
of terminology
The power of consistent terminology
Create Manage Translate Publish
Apply terminology
consistently
at the source
Apply terminology
consistently in
multiple languages
Benefits of Term
Management
17
Terminology management: ROI
○ Greater general applicability of specific
terminological units (greater frequency)
= greater the return on terminology
management costs
○ Greater the quality or competition-
related criticality = greater the return
○ The greater the degree of integration
between straight CAT, TM and MT
applications, the greater the payback
in leverageable data
○ The greater the integration of
controlled language or i18n tools
& processes
18
Fundamental assertions
Terminology resources
constitute a capital asset
Support branding
and corporate image
Foster customer
relations and simplify
product support
Reduce risk and enhance
quality assurance
Support technical
communication,
translation and
localization
Save time and effort
Terminology Management:
Getting Started
20
What is Terminology Management?
○ Consistency is key!
○ Activities include:
– Collecting the terms
─ Identifying and eliminating inconsistencies
─ Controlling synonyms and abbreviations
─ Documenting metadata
• Definitions
• Context
• Part of Speech
○ Collect company and
industry-specific terms
○ Exclude commonly used words
21
What is Terminology Management?
○ Who needs it (though everyone
benefits from it)?:
─ Content Writers
─ Translators
─ Client reviewers
○ What else can it be used for?
─ Resources for content management
systems
─ Resources for authoring tools (Acrolinx)
─ Translation tools (CAT tools, Studio)
─ Search optimization tools (SDL Multiterm)
○ Who contributes?
─ Writers can suggest but centralization
is crucial
─ Terminologist needs to be appointed
22
How do we get started?
○ Who will pull the terms?
– Internal?
– Professional terminologist?
○ Is there one writing “standard” to follow?
○ Who will manage the terms?
– Internal?
– Localization expert?
○ Are you going to use a tool?
○ Who can suggest/change terms?
After these roles are established, we can
move towards a sustainable workflow
23
Traditional position of Terminology
Management (TMM) in global project workflow
○ Ad hoc TMM
○ Reactive project-specific TMM
○ No influence on document production, i18n
Terminology
Management
Start Source
Language
Project
Start
Localization
Project
Ship
Source
Language
Product
Development
Localization
Ship
Localized
Product
End-Item
Inspection
24
Rationalized project-oriented TMM
○ TMM as a function of QA (Quality Assurance) management
○ TMM and QA upstreamed to planning stage
○ Proactive TMM
Terminology
Management
Start Source
Language
Project
Start
Localization
Project
Ship
Source
Language
ProductDevelopment
Localization
Process
Simship
Localized
Product
Localization
QA Process
25
Information feedback loop
Project
Post Mortem
Reviewer
Corrections
Suggestion
Receipt
Terminologist
Update
Procedure
Master TDB
Published
TDB
User
Suggestions
Research
Verification
Approval
Update
Data Entry
Feedback loop
26
Workflow of terminology translation
Analyst/client compile initial
terminology list
Lead Translator
reviews/implements
changes
Lead Translators provide
terminology translation
Review (2nd Translator)
100% edit & proofreading
Send terminology to Client
reviewer for approval
Client Reviewer send
comments back to SDL
Final terminology list
is approved & used
Changes?
Discussion with
Client Reviewer
27
Remaining agile and competitive is key
o Gain competitive
advantage through rapid
deployment of information
across target global
markets
o Increase productivity
and control costs
Enhance Customer
Experience
Ensure Consistent
Branding
Reduce
Time-to-market
o Stimulate loyalty across
geographical markets
by communicating in
the language of your
customer
o Respond to individual
preferences in local
language
o Maintain a consistent
brand whilst respecting
cultural nuance
o Deliver a seamless
global experience across
all communications
Retain your customers and
maintain market-share
Drive shareholder
value
Beat your competitors
to market and win
market-share
28
Next steps
Terminology:
○ Establishing roles for who pulls/creates
new terms, who manages and who can
provide feedback
○ Establishing “baseline” content
○ Establishing how information is distributed
○ Setting workflows in place
○ Refining workflows already set in place
○ Establishing how we can use terminology
to our advantage in source creation
○ Constant evaluation of process
Questions?
Copyright © 2008-2014 SDL plc. All rights reserved. All company names, brand names, trademarks,
service marks, images and logos are the property of their respective owners.
This presentation and its content are SDL confidential unless otherwise specified, and may not be
copied, used or distributed except as authorised by SDL.
Global Customer Experience Management

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Terminology Management Best Practices

  • 1. SDL Proprietary and Confidential Terminology Management Best Practices Heather Turo, Language Analyst, SDL SDL Language Customer Success Summit 2015
  • 2. 2 Image placeholder Click on image icon Browse to image you want to add to slide Agenda o Terminology Overview o The Impact of Inconsistency o Benefits of Terminology Management o Terminology Management – Getting Started
  • 3. 3 Best Practices overview: Objectives Reduce time-to-market for delivery of global content Reduce translation costs Increase automation and content recycling Increase quality of source content Reduce ambiguity Enhance corporate branding through “one voice” globalization strategy
  • 4. 4 Challenges of reaching a global audience o Everyone speaks a different language ─ It’s easier to do it in “my mother tongue” o Coordinating the simultaneous delivery of information in multiple languages is complex ─ Localized content in local language meeting local cultures ─ Although 90% of content has a global audience, only 10% is presented in the local language o Remaining agile and competitive ─ Ensuring brand consistency across global markets whilst accelerating time-to-market
  • 6. 6 What is Terminology? ○ Vocabulary used in specialized subject fields (domain, company, etc.) ○ One term  one concept ○ Termbase: a centralized DB that contains (ideally) all of a company’s core terms (monolingual or multilingual) ○ Terminology management: the process of choosing, defining, tracking and consistently using vocabulary for a specific purpose ○ Lexical data is the DNA of a company’s collective knowledge, expertise, and identity
  • 7. 7 Terminology Management spectrum Continuum of practice in a range defined by multiple factors: o Enterprise type and mission o Criticality of terminology for core business o Criticality of quality and branding concerns o Recognition of tangible and intangible ROI o Terminology user groups o Buy-in by stakeholders (design, engineering, marketing, as well as client & in-country partners, but above all, top-level management) Enterprise Type: Nature of Enterprise Government Industry Research institutes Localization/ translation bureaus Web content management providers Freelance & in-house technical writers, translators Librarians & knowledge organization environments Terminology Management o Nature of client o Text type o Negotiation Client/vendor agreements
  • 8. 8 Terminology workflow task issues o Language planning o Standardization o Document production o Controlled language document production o Activity in localization & multilingual documentation environments o Support for machine vs. human-oriented translation o Content management in dynamically changing Web environments o Terminology management for enterprise solutions (whatever that may be) Specific task types:
  • 9. 9 Criticality of terminology ○ Potential for market losses ○ Potential for communicative losses ○ Risk of product failure, human injury ○ Adverse effects on branding efforts (marketing issues) ○ Relative significance of terminology ─ To the process ─ To the product ─ Example: Terminology is more critical if you are selling software than if you are selling wheat
  • 11. 11 Inconsistency examples o Shortcut, hotkey, or accelerator key? o The business – mission statements, elevator pitches, boilerplate text o Technology – business applications, internal processes Product code name – internal name vs. marketing name Feature names Terms used to explain: Nouns, images, colors, email addresses o “Longhorn” vs. Microsoft Windows Server?
  • 12. 12 The business cannot remain agile o Inconsistencies cause: ─ Inability to reuse content ($$$) ─ Inability to leverage other internal knowledge (quality) ─ Inability to leverage existing translations ($$$) ─ Inability to reach customers simultaneously across all markets (not streamlined) Terminology Enables Global Information Delivery Technical Writing Marketing Sales BackOffice Systems Customer Support FAQs, Support Webpage, Issue Tracking, Quality Management Accounts, ISO Standards, Quality Control RFPs, RFIs, Presentations, Overviews Online Help, Quick Facts Website, Brochures, Collateral, PR Every department creates content using the same content lifecycle
  • 13. 13 The customer impact o Inconsistent publications o Frustrated customers Engineer uses one term… Author uses another… Different terms cause user confusion, leading to support issues and declining loyalty
  • 14. 14 One Inconsistency Product Collateral Different Languages The “trickle-down effect” of inconsistency Manuals Web FAQs Brochures Pre- Sales Product Development Market Penetration
  • 15. 15 Central store of terminology The power of consistent terminology Create Manage Translate Publish Apply terminology consistently at the source Apply terminology consistently in multiple languages
  • 17. 17 Terminology management: ROI ○ Greater general applicability of specific terminological units (greater frequency) = greater the return on terminology management costs ○ Greater the quality or competition- related criticality = greater the return ○ The greater the degree of integration between straight CAT, TM and MT applications, the greater the payback in leverageable data ○ The greater the integration of controlled language or i18n tools & processes
  • 18. 18 Fundamental assertions Terminology resources constitute a capital asset Support branding and corporate image Foster customer relations and simplify product support Reduce risk and enhance quality assurance Support technical communication, translation and localization Save time and effort
  • 20. 20 What is Terminology Management? ○ Consistency is key! ○ Activities include: – Collecting the terms ─ Identifying and eliminating inconsistencies ─ Controlling synonyms and abbreviations ─ Documenting metadata • Definitions • Context • Part of Speech ○ Collect company and industry-specific terms ○ Exclude commonly used words
  • 21. 21 What is Terminology Management? ○ Who needs it (though everyone benefits from it)?: ─ Content Writers ─ Translators ─ Client reviewers ○ What else can it be used for? ─ Resources for content management systems ─ Resources for authoring tools (Acrolinx) ─ Translation tools (CAT tools, Studio) ─ Search optimization tools (SDL Multiterm) ○ Who contributes? ─ Writers can suggest but centralization is crucial ─ Terminologist needs to be appointed
  • 22. 22 How do we get started? ○ Who will pull the terms? – Internal? – Professional terminologist? ○ Is there one writing “standard” to follow? ○ Who will manage the terms? – Internal? – Localization expert? ○ Are you going to use a tool? ○ Who can suggest/change terms? After these roles are established, we can move towards a sustainable workflow
  • 23. 23 Traditional position of Terminology Management (TMM) in global project workflow ○ Ad hoc TMM ○ Reactive project-specific TMM ○ No influence on document production, i18n Terminology Management Start Source Language Project Start Localization Project Ship Source Language Product Development Localization Ship Localized Product End-Item Inspection
  • 24. 24 Rationalized project-oriented TMM ○ TMM as a function of QA (Quality Assurance) management ○ TMM and QA upstreamed to planning stage ○ Proactive TMM Terminology Management Start Source Language Project Start Localization Project Ship Source Language ProductDevelopment Localization Process Simship Localized Product Localization QA Process
  • 25. 25 Information feedback loop Project Post Mortem Reviewer Corrections Suggestion Receipt Terminologist Update Procedure Master TDB Published TDB User Suggestions Research Verification Approval Update Data Entry Feedback loop
  • 26. 26 Workflow of terminology translation Analyst/client compile initial terminology list Lead Translator reviews/implements changes Lead Translators provide terminology translation Review (2nd Translator) 100% edit & proofreading Send terminology to Client reviewer for approval Client Reviewer send comments back to SDL Final terminology list is approved & used Changes? Discussion with Client Reviewer
  • 27. 27 Remaining agile and competitive is key o Gain competitive advantage through rapid deployment of information across target global markets o Increase productivity and control costs Enhance Customer Experience Ensure Consistent Branding Reduce Time-to-market o Stimulate loyalty across geographical markets by communicating in the language of your customer o Respond to individual preferences in local language o Maintain a consistent brand whilst respecting cultural nuance o Deliver a seamless global experience across all communications Retain your customers and maintain market-share Drive shareholder value Beat your competitors to market and win market-share
  • 28. 28 Next steps Terminology: ○ Establishing roles for who pulls/creates new terms, who manages and who can provide feedback ○ Establishing “baseline” content ○ Establishing how information is distributed ○ Setting workflows in place ○ Refining workflows already set in place ○ Establishing how we can use terminology to our advantage in source creation ○ Constant evaluation of process
  • 30. Copyright © 2008-2014 SDL plc. All rights reserved. All company names, brand names, trademarks, service marks, images and logos are the property of their respective owners. This presentation and its content are SDL confidential unless otherwise specified, and may not be copied, used or distributed except as authorised by SDL. Global Customer Experience Management