Organizations can benefit from consistent terminology in many ways. Communication between departments and customers improves, misunderstandings diminish, and the product brand strengthens. Consistent terminology is also the foundation for controlled authoring. Instruction manuals become more comprehensible and customer-friendly, translation costs decrease, and technical writers have more time for other tasks.
Still, many organizations lack the financial and human resources for comprehensive terminology work. Especially small companies and service providers cannot afford a full-time terminologist or an expensive terminology tool. In this article, we explain how you can run a successful terminology project despite limited resources.
What is terminology?
When we talk about terminology, we mean all the technical or special terms that are used in a business, in art, science, or in a specialist field. Terminology is a specialist language. If we do not use it correctly, we cannot efficiently communicate in our business or field.
Do I need a commercial tool?
Many organizations that do not have terminology tools, use Microsoft Office applications. Staff members create tables with allowed and forbidden terms and share them with coworkers. Without defined processes though, these tables get outdated soon. People store the tables on their local computers, make changes, or add entries. Sooner or later, several single files are flying around. In the end, everyone uses different tables – and different terms.
Are there inexpensive alternatives that provide good results? In this article, we present cost-reducing measures for the five phases of a terminology project:
The five phases of a terminology project
Phase 1: Planning
Analyze the initial situation. Identify and collect affected documents and document databases. Find out whether your organization already does terminology work. If so, how is it done?
Define your objectives. What do you want to achieve with the terminology project? Also, lay out a realistic project schedule.
Name a terminology project manager. Also, determine whether your terminology database will be monolingual or multilingual.
Consider which departments you want to involve in the terminology project and which of the identified data you want to use as a basis for your data collection. At the beginning, you could focus on one department only. As soon as your data collection is sound, you can involve more departments.
Tips
Begin small and let your terminology grow steadily.
Aim for a large target group but keep the circle of terminologists small.
Create transparent communication structures.
Involve the subject matter experts.
Phase 2: Extraction
Once you have identified and collected the documents, you can start extracting the technical terms.
Extracting technical terms from monolingual text can be difficult. Compounds are especially challenging. For example, when you create a simple word list of all occurring words, elements that belong together are usually not recognized.
The word list you get after the extraction looks more like a raw diamond than a finished terminology list. You still have some work to do.
First, remove all the duplicates and stop words (articles, prepositions, conjunctions, etc.). Then process and standardize the extracted words from a terminological point of view. Also, each word list contains various entries that you don’t need in the next steps, for example, unspecific verbs. Remove them too. In Microsoft Office, perform the following steps:
Remove punctuation marks in MS Word.
Replace space characters with paragraph marks.
Copy the list into MS Excel.
Remove all the duplicates.
Remove the stop words.
Extraction
Phase 3: Standardization
The next task can be challenging. You need to define the relevant data categories for all terminology-list entries, such as “definition” and “status”. Consider, however, that the time of your team members is valuable. They probably cannot look at countless categories per entry. Find out early in the project which information your target group needs. Monolingual authors can have different requirements than translators who work with multiple languages.
Naturally, each word list will contain synonyms and ambiguous designations. The greatest challenge is to select the best version and, if necessary, create matching designations. Check each entry against a check list for good terminology. The following definitions and examples are partly taken from the tekom publication “ErfolgreichesTerminologiemanagment in Unternehmen” (successful terminology management in organizations).
1. Conciseness and Clarity
For a concept, assign one designation only. Reversed, one designation should always characterize just one concept.
Examples: Car, motor car, vehicle, motor vehicle, passenger car
Spell designations consistently so that you can search for them via automatic search functions.
Examples: Registration number, license plate number, number plate, registration plate
2. Transparancy and Motiviation
Use designations that are transparent and motivated. People who are unfamiliar with the designations, can still understand their meaning due to their structure. With a transparent designation, readers get at least an understanding of the concept. Compound words work great for this purpose.
Examples: hyperinflation, unicycle
A semantically motivated designation transfers a common word into expert language. The word loses its original meaning and gets a new, specialist meaning.
Examples: hand railing, computer virus, breadcrumbs
3. Consistency
If there already is a designation for a semantically related concept, use it. This way, you ensure that your terminology is consistent and coherent.
Examples: coupon vs voucher, screen vs monitor, shipment vs delivery
4. Suitability
Make sure that your readers are familiar with the terms. Terms should not confuse or irritate, or worse, have negative connotations. Use non-judgmental terms and gender-fair language when you refer to people or groups of people. If the abbreviation BEOD (by end of day), for example, is uncommon in your organization, do not use it.
Example: At the end of each month, the product manager asks his team to report the results.
Better: At the end of each month, product managers ask their teams to report the results.
5. Efficiency
Short terms are easier and we remember them better. Short words also reduce the use of undesired abbreviations.
6. Derivation
Check whether a new term can be used for derivations. That’s especially important in English and German where words often derive from others.
Example: to support support (noun), support engineer, support manual
7. Accuracy
Make sure that designations always correspond to grammatical, morphological, and phonetical rules of the language.
Correct: server-client connection
Wrong: server client connection
Correct: ongoing
Wrong: on-going
8. Prefer Native Language
Do not use foreign words if there are words in the native language that are common and understood. Not only do you rule out misunderstandings, you also avoid problems when building grammatical forms.
Examples
cul-de-sac – one-way street
e.g. (exempli gratia) – for example
de facto – in reality
9. Comply with Law and Standards
Use established designations from legal and standardization documents. These designations are usually unambiguous, linguistically correct and objective, and contribute to the consistent use of terminology.
Example: Each motor vehicle owner must register his or her car with the Automobile Division of the Metropolitan Police Department.
Better: Each automobile owner must register his or her automobile with the Automobile Division of the Metropolitan Police Department.
10. Internationality
If you use global vocabulary, especially when it originates from Greek or Latin, you can standardize your terminology at an international level and improve communication.
Examples: benefit, biography, fragment
Terminology meetings
When you process and standardize terminology entries, include the target group of your terminology project. If the future users like designations, they will use them.
Regular terminology meetings increase the motivation and acceptance of your target group. At these meetings, representatives from the different departments discuss the consistent use of designations and how rules and processes can be enhanced or changed. Chair of the meetings is the terminology project manager.
Tips
Carefully select the data categories.
Hold terminology meetings on a regular basis.
Aim for consistency. Choose one preferred designation per concept and ban this designation from using it for related concepts.
Document all project-related and company-related terminology rules.
Phase 4: Publication
Now you can share your terminology list with the users. You could use commercial products, which are expensive, or cheaper alternatives, such as Microsoft Office applications. You could also publish your terminology list in an existing company wiki, which is free.
In short, you can publish your terminology list in the following ways:
Use a commercial terminology management system.
Store it on a server in your organization and make it available to everyone.
Use a company wiki.
Phase 5: Maintenance
After you have published your terminology list, make sure that the results of your hard work are lasting. We recommend that you regularly check if designations are still up-to-date. Also, ask users for feedback. This way, you can constantly update or add new terms. A wiki is especially suitable for this:
You can use it across departments.
Users can add comments and participate in further developing the terminology project.
Tips
Regularly check whether your terminology is up-to-date.
Involve your users by allowing them to comment and recommend new functions.
Conclusion
Consistent terminology in organizations does not have to be expensive. The methods and tools we discuss in this article could help you carry out a terminology project without huge costs and still reach many users. And if users can participate in the terminology project, they will accept defined designations, and use them.
组织可以在许多方面受益于术语的一致。部门与客户之间的沟通改善,误解减少,产品品牌加强。一致的术语也是受控创作的基础。指导手册变得更易理解,更方便客户,翻译成本降低,技术编写人员有更多时间从事其他工作。
尽管如此,许多组织缺乏进行全面术语工作的财政和人力资源。特别是小公司和服务提供商无法负担全职术语学家或昂贵的术语工具。在本文中,我们将介绍如何在资源有限的情况下运行一个成功的术语项目。
什么是术语?
当我们谈论术语时,我们指的是在商业、艺术、科学或专业领域中使用的所有技术或特殊术语。术语是一门专业语言。如果我们没有正确地使用它,我们就无法在我们的业务或领域中高效地进行沟通。
需要使用商业工具吗?
许多没有术语工具的组织使用Microsoft Office应用程序。员工用允许使用和禁止使用的术语创建表格,并与同事共享。如果没有定义的过程,这些表格很快就会过时。人们将表格存储在本地计算机上,进行更改或添加条目。总会有几个单独文件传来传去。最终,每个人都使用不同的表格——以及不同的术语。
有没有提供良好效果的廉价替代品?在本文中,我们针对术语项目的五个阶段提出了降低成本的措施:
术语项目的五个阶段
第一阶段:规划
分析初始情况。识别和收集涉及到的文档和文档数据库。了解您的组织是否已经在进行术语工作。如果有,是如何做的?
明确你的目标。您想通过术语项目实现什么?此外,制定一个现实的项目时间表。
指定术语项目经理。此外,确定您的术语数据库是单语还是多语。
考虑清楚您希望在术语项目中涉及哪些部门,以及希望将哪些已定义的数据用作数据收集的基础。一开始可以只专注于一个部门。一旦数据收集齐全,您就可以让更多的部门参与进来。
建议
从小处开始,让术语稳步增长。
瞄准一个大的目标群体,但控制术语学家的数量。
建立透明的沟通结构。
让主题专家参与。
第二阶段:提取
一旦您识别并收集了文档,就可以开始提取技术术语。
从单语文本中提取专业术语可能很困难。多语文本尤其具有挑战性。例如,当您创建一个包含所有出现单词的简单单词列表时,通常无法识别在一起的元素。
提取之后得到的单词列表看起来更像是一颗未加工的钻石,而不是一个完成的术语列表。你还有一些工作要做。
首先,去掉所有的重复词和停止词(冠词、介词、连词等)。然后从术语学的角度对提取的词语进行加工和标准化。此外,每个单词列表包含您在接下来的步骤中不需要的各种条目,例如,不特定的动词。把它们也删除。在Microsoft Office中,执行以下步骤:
删除MS Word中的标点符号。
用段落标记替换空格字符。
将列表复制到MS Excel中。
删除所有的重复。
删除停止词。
提取
第三阶段:标准化
接下来的任务可能很有挑战性。您需要为所有术语列表条目定义相关的数据类别,例如“定义”和“状态”。然而,要考虑到团队成员的时间是宝贵的。他们可能无法查看每个条目的无数类别。应在项目的早期发现目标群体需要哪些信息。单语作者可能与使用多种语言的翻译人员有不同的要求。
每个单词表都会包含同义词和模棱两可的名称。最大的挑战是选择最好的版本,如有必要,创建匹配的名称。对照检查表检查每个条目是否有良好的术语。以下定义和例子部分摘自tekom出版物“ErfolgreichesTerminologiemanagment in Unternehmen”(组织中的成功术语管理)。
1.简洁明了
对于一个概念,只指定一个名称。反过来讲,一个名称应该只代表一个概念。
例如:Car,motor car,vehicle,motor vehicle,passenger car
一致地拼写名称,以便您可以通过自动搜索功能搜索它们。
例如:Registration number,license plate number,number plate,registration plate
2.透明和明确
使用透明和明确的名称。不熟悉这些名称的人,仍然能够根据它们的结构理解其含义。有了一个透明的名称,读者至少理解了一个概念。这对复合词非常有用。
例如:hyperinflation,unicycle
一个语义明确的名称把一个普通的词转换成专家语言。这个词失去了原来的意思,有了新的、专门的意思。
例如:hand railing,computer virus,breadcrumbs
3.一致性
如果已经有了一个语义相关概念的名称,请使用它。通过这种方式,您可以确保术语是一致和连贯的。
例如:coupon和voucher,screen和monitor,shipment和delivery
4.适宜性
确保你的读者熟悉这些术语。术语不应造成困惑或令人不快,或是具有负面含义。当涉及人或群体时,应使用非评判性的术语和非性别歧视的语言。例如,如果BEOD(by end of day)这个术语在您的组织中不常见,则不要使用它。
例如:At the end of each month, the product manager asks his team to report the results.
更佳版本:At the end of each month, product managers ask their teams to report the results.
5.效率
短词比较简单,我们记得比较清楚。短词也减少了不需要的缩略语的使用。
6.推导
检查新术语是否可以用于派生。这在英语和德语中尤其重要,因为英语和德语中的单词常常衍生于其他单词。
例如:to support support(名词),support engineer,support manual
7.准确性
确保名称始终与语言的语法、形态和语音规则相对应。
正确:server-client connection
错误:server client connection
正确:ongoing
错误:on-going
8.偏好母语
如果本民族语言中有通用和理解的词汇,就不要使用外来词。不仅可以排除误解,还可以避免在构建语法形式时出现问题。
例如:
cul-de-sac和one-way street
e.g.(examplei gratia)和for example
de facto和in reality
9.遵守法律和标准
使用法律和标准化文件中确定的名称。这些名称通常毫不含糊,在语言上正确和客观,有助于术语的一致使用。
例如:Each motor vehicle owner must register his or her car with the Automobile Division of the Metropolitan Police Department.
更加版本:Each automobile owner must register his or her automobile with the Automobile Division of the Metropolitan Police Department.
10.国际性
如果使用全球词汇,特别是当它源自希腊语或拉丁语时,你可以在国际水平上规范术语,并改善交流。
例如:benefit,biography,fragment
术语会议
当您处理和标准化术语条目时,应包括术语项目的目标组。如果未来的用户喜欢这些名称,他们就会使用。
定期的术语会议可以增加目标组的明确性和接受度。在这些会议上,来自不同部门的代表讨论如何一致使用名称,以及如何加强或改变规则和程序。会议主席是术语项目经理。
建议
仔细选择数据类别。
定期召开术语会议。
以一致性为目标。为每个概念选择一个首选名称,并禁止此名称用于相关概念。
记录所有与项目和公司相关的术语规则。
第四阶段:发布
现在您可以与用户共享您的术语列表。您可以使用昂贵的商业产品,也可以使用更便宜的替代产品,如Microsoft Office应用程序。你也可以在现有的公司维客(wiki)上发布术语列表,这是免费的。
总之,你可以通过以下方式发布你的术语列表:
使用商业术语管理系统。
将其存储在组织中的服务器上,并使其对所有人都可用。
使用公司的维客。
第五阶段:维护
在公布了术语列表之后,要确保你努力工作的结果是持久的。我们建议您定期检查名称是否仍然是最新的。还有,询问用户的反馈。通过这种方式,您可以不断更新或添加新的术语。维客特别适合于此:
你可以跨部门使用它。
用户可以添加评论并参与进一步开发术语项目。
建议
定期检查术语是否是最新的。
通过允许用户评论和推荐新功能,让他们参与进来。
结论
组织中保持术语一直不必花费太多。我们在本文中讨论的方法和工具可以帮助您在没有巨大成本的情况下执行术语项目,并且仍然能够接触到许多用户。如果用户能够参与术语项目,他们将接受定义的名称,并使用它们。
以上中文文本为机器翻译,存在不同程度偏差和错误,请理解并参考英文原文阅读。
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