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LOCALIZATION: HELP & Documentation compiling, User Interface (UI),
Resource files, Desktop Publishing (DTP) & Screenshots
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 HOW TO PREPARE SOFTWARE AND OTHER PRODUCTS FOR LOCALIZATION

A checklist of the most critical LANGUAGE & LOGISTICAL considerations
Prepared by Yu-Jian-Yo Language Services, Ltd. of Victoria, B.C., Canada

The earlier in your product/documentation development cycle the things below are considered and implemented, the more efficiently your future localization project will proceed.

Be sure you have dealt with all applicable currency, tax, measurement and sizing, postage/freight and legal (Ex: warranty) considerations. Make sure that your product, images, and marketing materials are culturally-appropriate for your target countries. Ask your localizer to arrange this research if you have not done it yourself.

Gather together all your most current versions, documentation, and images plus any previously-translated materials (digital format is best) and, if possible, Translation Memories. Make these available to your localizer to ensure consistency and cut cost.

Choose one person to be in charge of preparing materials for translation, communicating with the localizer, and fielding questions between the localizer and your engineers.

Technical and copy writers should write simply and unambiguously in short sentences using the active ‘voice’. They should use terms consistently and avoid: slang, acronyms, abbreviations, jargon, product comparisons with your competitors (in some countries this is illegal), or any culturally-specific references (Ex: some countries do not allow images of animals, various gestures, or of various parts of the human body).

Use longer strings (whole phrase rather than one-word) to avoid incorrect concatenation. This happens when different languages have conflicting grammatical rules for combining words. Programmers unaware of these rules can inadvertently create ungrammatical sentences, especially when combining one-word strings. When creating a UI or an ASP page, where the same rules for combining strings are used for all the languages, the strings should be long enough so that changes in order can be accommodated. (Ex: put adjective+noun in English, but noun+adjective in Spanish!)

Avoid using apostrophes, plural-‘s’, ampersand (&), exclamation marks (!), and quotation marks (“”or ‘’) in strings.

Provide information in table and diagram format whenever possible.

Prepare a TERMINOLOGY (in list, spreadsheet, or database format). Include:
     Glossary of terms that have specialized meaning in your application
     List of terms that must always be translated consistently
     List of terms, titles, names, etc. that you do NOT want translated

Use UNICODE (usually utf-8) instead of ANSI encoding (and nvarchar instead of varchar ) as much as possible in applications, but double-check that the compiler you wish to use is Unicode-compliant. In some cases Unicode is not yet feasible.

Space and orientation considerations for User Interface, Webpages, and other multilingual documents: BE FLEXIBLE! Using double-byte languages such as Chinese means that your usual character-length maximum in a database is cut in half. Other languages (Ex: German, Russian, French) usually take up far more space than English. Leave size and alignment flexibility in your design of buttons, tables, and rows. (Ex: using Arabic in a multilingual document such as an ASP page requires that you not hard-code any alignment to the left).

SEPARATE TEXT from your images as much as possible. Use language layers. Present your localizer with the original layered image (such as layered .psd) originals of any .jpg or .gif files which contain text. Use callouts and captions which separate text from images.

SEPARATE TEXT from your programming code as much as possible. Even something you think might be hard-coded such as a phone number would eventually have to be separated if you want to translate into Arabic (we found this out the hard way, of course…)

In general, DO NOT EMBED bitmaps, other images, or fonts. For example, in FrameMaker, choose to link to a set of bitmaps in a “pix” folder instead of embedding them. This could save you thousands of dollars in DTP (desktop publishing) money later. In web applications, use style-sheets so that fonts can easily be deleted and added to your application.

Use internationally-supported time, date, phone number, and address formats. The way of expressing dates is very important in order to avoid ambiguity. In cases in which you cannot use a particular date convention for each language, use this one which is universally understood:
[19] [November] [2003] – names of the 12 months should be translated for each language. Consider providing conversion of measurements (metric vs. older system) and currency.

The way terms are sorted or ordered in a list or index varies from language to language. Discuss this very important item with your localizer early in the product-development process.

Ensure that users will be able to view, input, and cut/paste localized text within your application.

Plan the organization of the resource and multilingual files with your localizer to ensure simplicity, logic, and consistency. Centralizing all translatable text into one or two resource files is best.

Consult your localizer about the best order in which to develop and translate User Interface, screenshots, and the HELP and documentation files in order to save time and money.

Budget for quality assurance and localized testing at each step of the localization process.

Finally, make sure you have budgeted in enough time so that if unexpected problems come up (and some bugs normally appear – that’s what makes this business so interesting and challenging!), they can be solved in a timely yet relatively stress-free manner.

We recommend that you refer to these books we have found most helpful:
     A Practical Guide to Localization by Bert Esselink (ISBN 1-58811-006-0)
     Internationalization with Visual Basic by Michael S. Kaplan (ISBN 0-672-31977-2)
     Engineering Global E-Commerce Sites by James Bean (ISBN 1-55860-892-3)
     XML: Internationalization and Localization by Yves Savourel (ISBN 81-7635-549-6)
     Unicode: A Primer by Tony Graham (ISBN 0-77645-4625-2)

copyright (c) 2000, 2001, 2002, 2003 by Yu-Jian-Yo Language Services, Ltd.  
All rights reserved.              Revised: December 01, 2003