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TerminOrgs StarterGuide

The document serves as a comprehensive guide on terminology management for large organizations, detailing its importance in corporate, government, and technical writing contexts. It outlines key concepts, benefits, and best practices for managing terminology effectively, emphasizing the need for a systematic approach across various departments. The guide is intended for teams and individuals new to terminology management and provides an overview of relevant resources and tools.

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Mariana Musteata
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© © All Rights Reserved
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0% found this document useful (0 votes)
103 views57 pages

TerminOrgs StarterGuide

The document serves as a comprehensive guide on terminology management for large organizations, detailing its importance in corporate, government, and technical writing contexts. It outlines key concepts, benefits, and best practices for managing terminology effectively, emphasizing the need for a systematic approach across various departments. The guide is intended for teams and individuals new to terminology management and provides an overview of relevant resources and tools.

Uploaded by

Mariana Musteata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 57

Terminology for Large Organizations

Terminology Starter Guide

Contents

Chapter 1

About.......................................................................................................................................7

Chapter 2

Who should read this document?...........................................................................................9

Chapter 3

Introduction...........................................................................................................................11

3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9

What is a term?......................................................................................................................11
What is a concept?................................................................................................................12
What is terminology?..............................................................................................................12
What is terminology management?.........................................................................................13
What is a terminology management system?..........................................................................13
Role of terminology management in corporate activities.........................................................13
Role of terminology management in government ...................................................................14
Role of terminology management in technical writing..............................................................14
Role of terminology management in localisation ....................................................................15

Chapter 4

What are the benefits of terminology and terminology management?.................................17

4.1
4.2
4.3
4.4

Reducing costs and time to market........................................................................................17


Improving quality....................................................................................................................17
Strengthening brands and protecting intellectual property......................................................17
Preserving know-how.............................................................................................................18

Chapter 5

Dealing with terms................................................................................................................19

5.1
5.2
5.3
5.4

What terms should be defined?..............................................................................................19

Chapter 6

Termbase and termbase management..................................................................................23

6.1
6.2
6.3

What is a termbase?..............................................................................................................23

Definition (characteristics of a good definition).......................................................................20


Length of a definition (too long/too short)..............................................................................20
What is the difference between a definition and a description?...............................................21

Concept-based approach ......................................................................................................23


Data categories......................................................................................................................23

2012-12-06

Contents

6.4
6.5
6.6

TBX-Basic exchange standard ...............................................................................................24

Chapter 7

Key characteristics of a terminology management system...................................................27

7.1
7.1.1
7.1.2
7.1.3
7.1.4
7.2
7.3
7.4
7.5
7.6
7.7
7.7.1
7.7.2
7.7.3
7.7.4

Data management..................................................................................................................27

Common terminology metadata.............................................................................................24


Terminology entry structure....................................................................................................24

Single repository ...................................................................................................................27


Concept orientation ..............................................................................................................27
Term autonomy......................................................................................................................28
Data elementarity...................................................................................................................28
Process.................................................................................................................................28
Quality assurance...................................................................................................................29
Users.....................................................................................................................................30
Reporting...............................................................................................................................30
System integration.................................................................................................................31
Terminology management tools..............................................................................................31
Re-purposing existing technologies and software...................................................................31
Re-purposing existing technologies and software...................................................................31
Accompanying module in a bigger solution ............................................................................32
Dedicated terminology tool ...................................................................................................32

Chapter 8

Terminology extraction tools.................................................................................................33

8.1
8.1.1
8.1.2
8.1.3
8.1.4

Features of term extraction tools............................................................................................33

Chapter 9

Common applications of terminology in other tools.............................................................35

9.1
9.2
9.3

Enforcing terminology when translating..................................................................................35

Chapter 10

Basic steps for setting up a corporate TMS..........................................................................37

Chapter 11

Best practices for setting up a corporate termbase..............................................................39

11.1
11.2
11.3

Infrastructure..........................................................................................................................39

Term in context......................................................................................................................33
Languages.............................................................................................................................33
Statistical and linguistic engines.............................................................................................33
Other features........................................................................................................................34

Checking terminology when writing........................................................................................35


Modelling taxonomies and ontologies.....................................................................................35

People ..................................................................................................................................39
Roll-out..................................................................................................................................40

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Contents

11.4

Review...................................................................................................................................40

Chapter 12

Common risk factors.............................................................................................................41

12.1
12.2
12.3
12.4
12.5

Lack of sponsorship from executives.....................................................................................41

Chapter 13

Corporate language..............................................................................................................43

Chapter 14

People...................................................................................................................................45

14.1
14.2
14.3
14.4
14.5
14.6
14.7
14.8
14.9
14.10

Overview of the roles of team members.................................................................................45

Chapter 15

Conclusion............................................................................................................................51

15.1
15.2
15.3

Why manage terminology? ....................................................................................................51

Chapter 16

Resources.............................................................................................................................53

16.1
16.2
16.3
16.4

Standards..............................................................................................................................53

Online tutorial.........................................................................................................................55

Index

57

Lack of buy-in from stakeholders............................................................................................41


Disconnect from product development cycle .........................................................................41
Competing projects................................................................................................................41
Insufficient resources.............................................................................................................42

Executive sponsor..................................................................................................................45
Steering committee................................................................................................................46
Project manager.....................................................................................................................46
Terminologist.........................................................................................................................46
Technical writer......................................................................................................................47
Technical editor......................................................................................................................47
Linguist or computational linguist ...........................................................................................48
Globalization and localization expert.......................................................................................48
Technical teams.....................................................................................................................48

Who needs to be involved?....................................................................................................51


What is the most effective approach?....................................................................................52

Books and articles.................................................................................................................53


Web resources......................................................................................................................55

2012-12-06

Contents

2012-12-06

About

About

Developed by:
Established in 2011, Terminology for Large Organizations (TerminOrgs) is a consortium of terminologists
and other communications professionals who promote terminology management as an essential
communications strategy in large organizations.
This group is a forum to discuss and develop guidelines and best practices for large-scale terminology
management. Our mission is to raise awareness about the role of terminology for effective
communications, knowledge transfer, education, risk mitigation, content management, translation and
global marketing, with a focus on large organizations. TerminOrgs represents stakeholders of terminology
standards and tools. We work to determine and promote the economic value of managing terminology.
To learn more about TerminOrgs and our activities, please visit "www.terminorgs.net"
Contributors
Petr Oklestek (Avaya), Hanne Smaadahl (SAP), Christine Hug (Government of Canada Translation
Bureau), Diahnn Theophilus (Xerox), Dino Ferrari (CLS Communication), Kara Warburton (Termologic),
Michael Wetzel (ESTeam), Sue Kocher (SAS), Vicki Leary (SAS)
Version
December 2012. This document is updated periodically. Please visit "http://www.terminorgs.net" to
download the latest version.
Copyright
Copyright Terminology for Large Organizations (TerminOrgs) 2012. All rights reserved. This publication
may not be distributed for commercial purposes, reproduced, modified or translated without the explicit
prior written permission of the copyright owner. For permission, contact [email protected]. The
TerminOrgs logo is the property of Terminology for Large Organizations (TerminOrgs). These materials
are provided by Terminology for Large Organizations (TerminOrgs) for informational purposes only,
without representation or warranty of any kind, and Terminology for Large Organizations (TerminOrgs)
shall not be liable for errors or omissions with respect to the materials.

2012-12-06

About

2012-12-06

Who should read this document?

Who should read this document?

The target audiences are teams or individual members of departments in big corporations, government
or language service providers that need to manage terminology. It is intended as an introduction to
teams and individuals who are new to terminology, and who are not sure whether or how to get started
with terminology management. This guide provides readers with an overview of the topics and points
them to further resources. It is not intended as an exhaustive manual.

2012-12-06

Who should read this document?

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Introduction

Introduction

3.1 What is a term?


A term can be a single word (simple term), a multi-word expression (complex term), a symbol (, )
or a formula (H2O) that designates a particular concept within a given subject field (). Terms may
coincide with words in general language; however, it is their context, or usage in a specialized subject
field, that determines their precise meaning. A term may contain symbols and can have variants, such
as abbreviations or different forms of spelling.
Although terms can belong to any of the open word classes (nouns, verbs, adjectives, adverbs), in
reality 80% or more in any given field are nouns. Furthermore, in a terminology management system
(TMS) aimed at translation, adjectives and adverbs are often not included in the TMS as their meaning
can change slightly depending on the context in which they are used, and therefore, it can be difficult
to determine target language equivalents for a fixed terminology entry.
Nowadays, terms are typically recorded and managed in a terminology database (termbase).
Term entries in a termbase frequently describe words with a specialized meaning (technical, scientific,
market-specific, political, etc.) and words that are prominent in customer-facing materials (slogans,
names of products, features, programs, parts, frequently-occurring words, labels on user interfaces,
packaging, etc.).
The traditional view places terms that convey special meanings as opposed to words that convey
general meanings. However in commercial environments, any word or expression that is deemed to
be important for the companys business and communications qualifies as a term subject to inclusion
in the company termbase, regardless of whether its meaning is special or not. Thus, in commercial
environments, even words that do not have a specialized meaning may be considered to be terms as
they also need to be proactively managed: terms that occur frequently in company materials need to
be used and translated consistently.

---------------------------------------------------------------------------------------------1. The Pavel Terminology Tutorial, Translation Bureau of Canada

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Introduction

3.2 What is a concept?


A concept is a unit of knowledge created by a unique combination of characteristics (ISO 1087:1-2000).
A concept is a discrete unit of thought that can refer to something material, immaterial or even imagined.
Concepts are the units within terminology management to which terms are designated.

3.3 What is terminology?


Terminology has two meanings. First, terminology refers to a set of terms in a specialized area, such
as networking terminology or automobile manufacturing terminology. Second, it is the name of an
academic and professional discipline associated with studying and managing terms. Considered a
branch of linguistics, terminology is closely related to lexicology (defining words and creating dictionaries),
but with a focus on concepts (analysis, definition, denotation) in special domains. The field of terminology
typically supports content creation, translation and other forms of knowledge management.

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Introduction

3.4 What is terminology management?


Terminology management is the set of activities carried out to ensure that the correct terms are used
consistently in all company materials, in support of end-to-end product development, communication,
translation/localization, and distribution. First, it involves collecting the terms in a domain, and identifying
and eliminating inconsistencies, including identifying synonyms and abbreviations, and controlling their
use. Second, it encompasses documenting these terms with the appropriate metadata, such as
definitions, subject field, and part of speech. Terminology management also comprises the distribution
and dissemination of terms as reference materials for writers and translators and as linguistic resources
for other systems including, but not limited to, content management and authoring tools, translation
tools, product taxonomies, and search optimization.

3.5 What is a terminology management system?


A terminology management system (TMS) is computer software that helps you to store and retrieve
terminological information.
It stores terms, associated and illustrative information such as definition, context, or an image,
classificatory information such as domain or usage recommendation, as well as administrative information
such as creator, creation date, and change history. Some terminology management systems have a
fixed set of fields; others are customizable for the needs of users and user groups.
A TMS retrieves terms by means of search and filter features. A search might look for a string within
terms only, or in other text fields in the database; the latter is known as a full-text search. Searches are
carried out directly in the TMS, i.e. within its own user interface (browser or rich client application).
Some systems are also integrated into other language technology applications, such as translation
editors or authoring tools. These tools may then also execute searches in the TMS and display the
results within their own interface.

3.6 Role of terminology management in corporate activities


Terminology management is the systematic research, documentation, storage and distribution of
concepts along with the terms that denote those concepts. In a corporate environment, terminology
management needs to be a proactive, multi-disciplinary and integrated process in order to be successful.
Proactive terminology management aspires to intercept terminology at the time of inception, when
concepts are created and named. It also means that various people in the organization participate in
terminology discussions, decisions and implementations from R&D to marketing, from developers to
product managers, from technical writers and editors to translators, and from sales force to support

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Introduction

teams. Finally it means that terminology management is an integral part of the business workflows and
is built into formal objectives and performance measurements of the key stakeholders and users, such
as technical writers and translators.
Rather than limiting terminology management to an isolated activity in the translation department, the
successful organization incorporates it as a holistic approach that unifies corporate activities such as
design, quality control, branding and marketing, search, text mining and analysis, content management
and controlled authoring, as well as human and machine translation.

3.7 Role of terminology management in government


Good terminology management in government has some of the same objectives as in product localization
or commercial communications: reducing translation time and assisting translators in producing
consistent, high quality translations. However, even before the translation step, good terminology
management also helps public servants write better, clearer documents in the first place.
Wasted time is wasted taxpayer money and a government should be clear and coherent when
communicating internally and with its citizens. For governments, particularly those with more than one
official language, consistent terminology is vital - when writing laws, for example. Imagine what could
happen if the terminology used in a countrys constitution was inconsistent within one language and
then translated inconsistently into others, with each version having the same legal weight. One arm of
a government cannot accurately and effectively communicate with another without consistent terminology.
Governments cannot effectively deliver services to their clients (the citizenry) without consistent
terminology. Multiply the number of misunderstandings (including potentially grave ones) that can be
made about one concept in one language by the number of official languages and it is clear that
terminology management is important in government. Over time, poor translations could give the
impression of carelessness, and even result in alienation of voters who speak a particular official
language. Managing terminology well is in the best interests of governments everywhere, easing internal
communication and also helping to present a unified message to other countries and international
organizations. Some governments that have realized this (Switzerland, France and Canada, among
others) have dedicated resources to terminology management.
In countries that have more than one official language, it is a citizen's right to receive information in the
official language of his or her choice. Terminology management is therefore a key component in a
government's legal responsibility to provide linguistic services. Terminology management also serves
a role in support and preservation of endangered languages

3.8 Role of terminology management in technical writing


In many corporate environments that support terminology management, it is the technical writer who
is on the forefront of terminology development. In this environment, the technical writer, the product
manager, and the terminologist identify new terminology that emerges as products are being developed:
product user interfaces, error and system messages, internal product design specifications, vocabulary

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Introduction

to be shared in everyday communication, and customer documentation. The terminologist adds the
new terms to the company termbase. Of ultimate importance is agreement on terms and definitions for
consistent use in all corporate collateral. The obvious beneficiary of such due diligence is the customer.
The technical writer must be aware of emergent terminology during the early phase of a product's
development cycle. A clear identification and understanding of new terms is critical to the writer who
develops detailed conceptual topics in the documentation.
The writer is often an active member of a product development team, working with R&D to develop
clear and consistent terminology within and across product teams in the corporation. The writer must
be sufficiently skilled to recognize the difference between everyday language words (terms to be omitted
from consideration) and legitimate, "new" terminology to be researched and documented.
In some environments, the writer participates in the process of entering and managing product-specific
terminological data in the corporate termbase using a particular TMS. The writer's level of access to
particular dictionaries and sections in the corporate termbase might vary according to the organization's
access policies. For example, the writer might have write access to a section of the termbase to enter
a set of terms and definitions with a status of "unprocessed." Typically, either the terminologist or the
editor has the authority to assign a "finalized" (approved) status to terms and definitions, at the conclusion
of the specified review process.
In many companies the writer works directly with localization specialists, supplying text and contextual
information about terminology for translation.
The final stage in the writer's work flow could include the generation of a glossary to be incorporated
in the final document deliverable. Using a glossary extraction function in the TMS, the writer requests
a production-quality glossary of finalized terms and definitions for the specified project. The final glossary
is included in the document for delivery to the customer. Furthermore, members of the product R&D
community, as well as all other employees and relevant parties, should be able to browse and filter the
termbase for terminology.

3.9 Role of terminology management in localisation


Good terminology management reduces translation time and assists translators in producing good
quality and consistent translations. All this helps to significantly reduce localization costs; translators
can spend less time researching or querying terminology and quality issues are minimised. Consistency
in target terminology enables previously localized material to be reused; text from different but similar
material can be successfully merged to produce a new document. A concept can be represented by
many different terms in most languages. Bear in mind that during a localization project, concepts usually
need to be represented in multiple languages so standardizing terminology in both source and target
terminology facilitates accuracy and establishes a consistent approach. Reducing the need for rework
by getting it right first time, i.e. by building a termbase, is not only an exercise in accuracy or an aid to
establishing a good brand image, but it also saves money in the long-term.

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Introduction

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What are the benefits of terminology and terminology management?

What are the benefits of terminology and terminology


management?

Managing corporate terminology provides benefits to the bottom line, to customer relations and the
overall image of an organization.

4.1 Reducing costs and time to market


Well managed terminology increases the ability to reuse and retrieve information. Editors, translators
and other specialists spend less time searching for correct terms, definitions and equivalents, hence
increasing their efficiency. Furthermore, the consistent use of terminology throughout the document life
cycle leads to a reduction of errors and their propagation in translated versions, which in turn reduces
the cost of revising and reprinting documents and helps shorten time to market. After-sales costs can
be reduced if misunderstandings or errors are avoided by producing comprehensible documents,
including instruction manuals.

4.2 Improving quality


Managed corporate terminology improves the quality of products and corporate documents. This in turn
increases the usability of products and thereby customer satisfaction which could lead to increased
market share. Technical texts are easier to understand if the terms are used consistently in all official
languages. Documents that are intended for clients will profit from a selection of terms according to
target group, and from the definition of specialised expressions, as well as avoidance of confusing
jargon, abbreviations and terms.

4.3 Strengthening brands and protecting intellectual property


Successful brands create a positive impression through positive customer experience, which in turn
leads to customer loyalty. High-quality documents are a key contributor, and terminology contributes
considerably to the success of corporate brands through clear and successful communication. In the

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What are the benefits of terminology and terminology management?

era of global one-voice strategies and virtualisation of client contacts, professional management of
terminology in all markets and languages is all the more important.

4.4 Preserving know-how


Concepts are considered to be the basic units of knowledge. Terms are the linguistic representation of
concepts, whereas definitions can be seen as standardized explanations of concepts. These two
elements, terms and definitions, are key components in termbases and therefore tremendously precious
to a company. With every specialist who leaves the company, a portion of knowledge is lost. This
know-how can be retained if it is stored in a termbase. Human Resources and senior employees can
use termbases (when available) to explain basic concepts to new employees, thus making sure that
continuity of knowledge is preserved.

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Dealing with terms

Dealing with terms

5.1 What terms should be defined?


Preparing definitions is time-consuming, and it might not be practical to write a definition for each term
in your termbase. Therefore, you need to decide which terms need definitions, and which terms are
self-explanatory. You should define terms that are not found in general dictionaries, technical terms
(terms that have a special meaning in a field), the acronyms, abbreviations and initialisms that your
people need to know, official proper nouns (like product names or the official name of a government
entity), terms that have caused confusion for you in the past, and terms for which there is a preferred
or a forbidden synonym.
If the primary stakeholders of your termbase are translators, the needs of translators with respect to
definitions should be a key determining factor. For instance, if a term has multiple meanings in the
company (homograph), then each meaning should be clearly defined since each distinct usage of the
term is in fact a unique concept and is likely to have its own translation. If a term is similar in meaning
to another term, the two should be clearly defined so that the nuance between the two can be properly
reflected in the translations. Whenever there is potential confusion by translators about similar terms,
or terms with many meanings, these are terms that should be defined.
If another stakeholder of your termbase is customers, that is, when the termbase is used to generate
glossaries as product information, then you need to define terms with which customers may be unfamiliar.
Focus on the frequently-occurring product-specific terms such as the names of product features and
underlying technologies. Ensure that all acronyms are expanded to their full forms and defined.
The choice of terms to define also depends on your goal. For example, the terms you would choose to
define if your goal is to make your company communicate better internally will differ from those you
would choose to define for research in a particular field or for a particular educational purpose.
Ideally, you should have a definition for each term so that anyone consulting a record can see what a
concept means. When possible, and if the termbase data structure enables it, add a field to show the
context in which a term is used> It can also be helpful to have a field in which explanatory, grammar,
and usage information can be provided. Terminology databases without definitions or contexts for the
concepts in them are not much better than simple lists of terms, the value and reusability of which
diminishes quickly over time and across products.

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Dealing with terms

5.2 Definition (characteristics of a good definition)


A definition should answer the question what is it? A good definition specifies the essential and
delimiting features of the concept, so that you can tell what it is, as well as how it differs from other
related concepts so that the definition unambiguously delineates one concept from another.
When writing a definition, start it with an anchor word that refers to the class the concept belongs to,
usually a generic or superordinate word of the same part of speech as the term. (Ex: skirt: An article of
clothing that). Then, add delimiting characteristics (Ex: An article of clothing that hangs from the waist
or hips and covers the body below the torso.)
A good definition states what the concept is, not what it is not, nor does it present superfluous information
(for example, the name of the inventor of an object is not essential to understanding what the invented
object is) or usage details that resemble a Help topic . Describe the term as opposed to paraphrasing
it, (for example , meat cleaver: A cleaver for meat still does not clarify what it is!). Good definitions
are non-circular: do not include the term in the definition. Ideally, a definition is simple, concise (one
sentence if possible) and contains only essential information, presented clearly. The definition should
explain the concept in such a way that it is differentiated from others. The quality of most terminological
products will be determined by the quality of the definitions.

-----------------------------------------------------------------------------------------1. ISO 704:2000: Terminology work - Principles and methods.

5.3 Length of a definition (too long/too short)


Too long or too short is not a matter of word counting, but rather of what people need to know to
understand a concept. A definition is too short if it does not contain enough information for someone
to understand what concept the term refers to. If you defined a widower as an unmarried male, you
would be omitting an essential characteristic that makes him a widower: the fact that he once was
married, but that his spouse died. Without that element, the definition would be incomplete. (Not all
information about a term should go into the definition; notes on the use of the term or examples of the
term in use can be included elsewhere in the entry if required.)
However, a definition is too long if you can take out part of the definition and still grasp what the term
represents. Consider your termbase users: they often do not have time to read a definition that spans
paragraphs, or to figure out an ambiguous or confusing definition. Write concise definitions that include
the essential characteristics of a concept in a definition, and record other useful information about the
term in other fields so it is not lost.

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Dealing with terms

5.4 What is the difference between a definition and a description?


A definition limits itself to essential and delimiting characteristics, answering the question, What is it?
A description can include other more encyclopaedic information like the time and manner of use of the
thing described, or the name of its inventor. A description could answer questions such as Who invented
it? How is it used, and by whom?
Some people wonder if its acceptable to add a description or context instead of a definition. (Context
is a sample sentence containing the term.) Definitions are the most important textual support, but in
the absence of a definition, a description or carefully selected example of the use of the term in context
can also provide valuable information to the user. You can have both a context and a definition for a
term. A definition alone is the minimum best practice, but context alone is still better than nothing.
Ensure that definitions, descriptions, and contexts are recorded in their own dedicated fields in the
termbase, that is, do not put descriptions or contexts in the definition field, for example.

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Dealing with terms

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Termbase and termbase management

Termbase and termbase management

6.1 What is a termbase?


A termbase is a database comprising information about special language concepts and terms designated
to represent these concepts, along with associated conceptual, term-related, and administrative
information (ISO/DIS 30042:2008, 3.22).
Termbase management is a combination of terminology work and database administrative tasks
supporting the systematic collection, description, processing, presentation, and distribution of concepts
and their designations.

6.2 Concept-based approach


A concept-based approach to terminology management requires all terminological information pertaining
to one concept to be handled as a single terminological entry. In a concept-based system, data is
organized around the meaning (the idea or object, the cognitive unit) rather than the form (the term).
All terms, variants, and translations that designate a single concept, as well as all descriptive and
administrative data belonging to that same concept, are stored in a single terminological entry.

6.3 Data categories


Data categories guide the organization and arrangement of information in each entry of a termbase.
The data categories define and govern what type of information goes into each terminological entry,
what information is mandatory vs. optional, the format of the information (i.e. free text, predefined pick
lists, or Boolean values), and the input method (e.g. manual vs. system generated). A data category is
an elementary descriptor in a linguistic structure or an annotation scheme, such as subject field,
language, and part of speech (ISO 1087-2:2000). Therefore, data categories often correspond to
individual fields in a termbase, such as fields for the part of speech, for the definition, and for other
metadata.

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Termbase and termbase management

6.4 TBX-Basic exchange standard


Term Base eXchange (TBX) is the open, XML-based standard for exchanging structured terminological
data. TBX has been approved as an international standard by LISA and ISO (ISO 30042) and is available
from www.ttt.org/oscarstandards/.
A TBX variant called TBX-Basic is also available from www.ttt.org/oscarstandards/. TBX-Basic is a
lighter version of TBX, and is intended for small or medium-sized organizations. It is well suited for any
language application that requires a simple approach to terminology management.

6.5 Common terminology metadata


An inventory of data categories for recording terminology has been defined by ISO Technical Committee
37. The Data Category Registry, ISOcat (http://www.isocat.org/), is a free online service for specification
and management of data categories and data category selections for language resources. Anyone can
access it and retrieve public data categories and data category selections. In addition, users who register
can create and/or share their own data categories and data category selections.
The data categories in TBX-Basic are the most popular ones used in the localization industry, as
determined by studies conducted by the Localization Industry Standards Association in 2001 and 2005.
(Since the Localization Industry Standards Association (LISA) was disbanded in March 2011 these
reports are no longer available; however, the findings from these surveys were incorporated in the first
version of TBX-Basic.)

6.6 Terminology entry structure


The TBX-Basic specification outlines the most important terminology data categories and a basic entry
structure compliant with TBX and ISO 16642 (Terminological Markup Framework). The entry structure
comprises three hierarchical sections: concept level, language level, and term level.

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Termbase and termbase management

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Termbase and termbase management

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Key characteristics of a terminology management system

Key characteristics of a terminology management


system

Successful terminology management requires the use of a terminology management system (TMS)
that can adapt to constant product development, tools and infrastructure improvements, and
organizational changes. The key principles that support these requirements and that should guide the
selection of a TMS are summarized in the following sections.

7.1 Data management


A well designed termbase adheres to the following data management principles:

Single repository
Concept orientation
Term autonomy
Data elementarity

7.1.1 Single repository


All data is managed in a single database or repository. Different types of terminological units (such as
single and multi-word terms, acronyms and symbols) are identified using data categories (metadata)
and users can access the sections of the terminological database that are relevant to them, based on
criteria mapped to the data categories. If a single repository is not possible, then the TMS should allow
for some kind of simultaneous search and access to all databases.

7.1.2 Concept orientation


Terminological organization is centred on the meaning the idea or object as a cognitive unit. In practical
terms, this means that homographs (words that are spelt the same but have two or more meanings)

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Key characteristics of a terminology management system

are treated as separate entries, while synonyms are all kept together with the concept they share in
the same entry. In a termbase it also means that all languages have equal status.

7.1.3 Term autonomy


All terms are created equal and can be described with the same degree of detail (that is, using all the
same fields in the system). All terms that denote a concept are managed as autonomous and repeatable
blocks of data categories within a terminological entry.

7.1.4 Data elementarity


All information is separated into individual data categories so that there is only one type of information
per data field. For example, it would be a violation of the data structure to include explanatory information
in parenthesis after the term in the term field, or to provide both context and definition in the definition
field.

7.2 Process
The process of creating a new term entry commonly includes these steps:

Proposal
Verification
Validation
Release
Addition of equivalents in other languages

A term life cycle includes the creation and validation of new entries, rejection of invalid terms,
maintenance of existing entries, and mechanisms for retiring terms as they become obsolete. Terms
that are incorrect, invalid or obsolete are not removed from the termbase; rather, they are managed
and identified by using data categories that indicate their status as deprecated or no longer used.
The following illustration outlines the common steps in a terminology workflow:

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Key characteristics of a terminology management system

7.3 Quality assurance


Quality assurance is needed on three levels:

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For individual terms it means verifying that new terms (neologisms) follow any existing brand strategy,
copyright regulations, usability guidelines, and sound term formation.

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Key characteristics of a terminology management system

For terminological entries it means verifying that information in the each terminological entry is
entered accurately, correctly and according to adopted standards. Follow the data management
principles of concept orientation, term autonomy and data elementarity.
Governance mechanisms are required to reconcile terms between groups within the organization.

7.4 Users
To support both the usability and quality of a termbase, the TMS must support access by multiple users,
as well as safeguarding the information that it contains.

The termbase should be available to everyone in the organization and allow concurrent users.
Different users may have different types of access (read-only, read-write) based on their roles and
needs.
Multiple concurrent users demands a security model that distinguishes and restricts access rights
based on a combination of criteria:
Data level: users are granted privileges to either the whole entry or only a portion of the entry
Language: users are granted privileges on a language basis
Roles: users are granted privileges according to their role (e.g. term consumer, term submitter,
term reviewer, term approver)
Subject area: users are granted privileges according to their areas of expertise
Organizational structure: users are granted privileges according to their position in the
organizational structure (e.g. internal vs. external users).

7.5 Reporting
Three common types of reporting needs for terminology management are:

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Status reports typically cover quantity of terms and entries, including information on number of new,
changed, and deprecated entries (globally, per language, or per project).
Maintenance reports are used to detect quality issues and deprecated or obsolete entries in the
term database. Quality issues may include invalid data category combinations (for example a definition
written for a noun, but part of speech set to verb), empty fields, and spelling and grammar errors
(in text fields).
Terminology change reports provide information on terminology changes and updates. These can
be used to check other resources (e.g. documentation, translation memories) that may be affected
by global terminology changes. Change reports are also useful for informing affected teams in the
organization of any changes to key terms.

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Key characteristics of a terminology management system

7.6 System integration


To produce terminology and distribute it within your organization, you will need to automate repetitive
tasks and termbase-wide operations. You must also ensure that your tools are compatible with each
other. The TMS should have a documented API and it should support file formats that are compatible
with other tools in areas such as:

Product development
Document authoring and knowledge management
Quality assurance
Translation
Term extraction or harvesting
Customer management and care

7.7 Terminology management tools


Terminology management systems can be seen and classified from many perspectives focusing on
one or more different parameters or criteria. When acquiring a TMS, there are four categories of solutions
to consider.

7.7.1 Re-purposing existing technologies and software


Description: Spreadsheets and word processing applications are often used to collect lists of important
terms. Columns in a table may be used to provide initial classification of data.
Main advantage: Easily available.
Main disadvantage: Not able to do proper, concept-based terminology management; not integrated into
translation tools; does not easily accommodate concurrent user or access rights.

7.7.2 Re-purposing existing technologies and software


Description: Spreadsheets and word processing applications are often used to collect lists of important
terms. Columns in a table may be used to provide initial classification of data.

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Key characteristics of a terminology management system

Main advantage: Easily available.


Main disadvantage: Not able to do proper, concept-based terminology management; not integrated into
translation tools; does not easily accommodate concurrent user or access rights.

7.7.3 Accompanying module in a bigger solution


Description: Translation tools, authoring tools, enterprise search, targeted ontology, and taxonomy
management tools have a requirement to store monolingual or multilingual terminology. Therefore they
often include some terminology management functions. The feature coverage and level of sophistication
ranges from very simple (flat term list) to very sophisticated (feature-rich, concept-oriented).
Main advantage: No extra cost; integrated into solution.
Main disadvantage: Often not able to provide proper terminology management, as features are driven
by the parent solution (translation tools or authoring tools often have a smaller scope than a proper
TMS).

7.7.4 Dedicated terminology tool


Description: Full-featured software with the primary purpose of storing, maintaining, and distributing
terminology data. It may be server and/or web based, or alternatively just a stand-alone software for a
translator or technical writer.
Main advantage: Very appropriate for terminology needs.
Main disadvantage: Often not integrated into translation or authoring solutions, extra cost.

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Terminology extraction tools

Terminology extraction tools

To help identify information about concepts and the terms representing them, terminology extraction
tools can be useful. It is often too time-consuming to manually identify the important terms in an
information set. Running a terminology extraction tool on a text or group of texts (corpus) automatically
produces a list of words and word combinations that might be terms, called term candidates. A person
(often a terminologist) will then go through the list to determine which of the words and phrases are
true terms. The terms selected by the terminologist will often become the focus of further terminological
research, with the goal of recording the term and the information about the concept it represents in a
terminology record in a termbase.

8.1 Features of term extraction tools

8.1.1 Term in context


Some terminology extraction tools also allow you to view all occurrences of the term in context. Being
able to browse all of the sentences in which that term occurs makes it easier to locate other information
in the corpus about the term, such as definitions, synonyms, and examples of usage.

8.1.2 Languages
Some extraction tools only process texts in one language, while others can process bitexts (the pair of
a source text and its translation, aligned).

8.1.3 Statistical and linguistic engines

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Terminology extraction tools

Some tools find the terms by using statistics only (which words or word combinations occur most often),
while others integrate linguistic rules to help determine which words or word combinations are likely to
be terms (as opposed to function words, phrases or random strings of words).

8.1.4 Other features


Some tools can be set so that they only extract terms that occur more than a certain number of times
in the processed text (consider a list of terms that occur at least 4 times versus at least 20 times). Some
extract single-word terms, others only multi-word terms, others both. Some terminology extraction tools
that can process bilingual texts will not only extract a segment that could be a term, but even search
in the translation for a segment that might be its equivalent. Some require a person to validate this
pairing, while others can be set to select what is statistically the most likely match.
It is best to first decide what languages and features you need, then select your terminology extractor
accordingly. You will benefit by finding all occurrences of a term and finding terminological information
about a term much more quickly and systematically than you would by doing it manually. Once you
start using such a tool, you will find it easier to determine which terms you use most often, and which
ones need to be researched, so that this information can be shared in a glossary or termbase with
everyone who needs to know it.

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Common applications of terminology in other tools

Common applications of terminology in other tools

9.1 Enforcing terminology when translating


Translators benefit from approved terminology. Therefore, the translation tool used should be able to
send the sentence currently being translated to the terminology tool so that known terms are automatically
identified and highlighted, and the translators can then choose the approved target terms.
Furthermore, a translation tool may consult a termbase and compare the terms actually used in the
translated text with the ones that are stored in the termbase. If a translator has used terminology other
than that which is prescribed in the database, the system raises an alert that can be investigated. This
terminology checking function is similar to a spell checker.

9.2 Checking terminology when writing


Authoring tools can look up terms in the termbase to verify whether the right terms are used. If the
termbase contains not only the approved terms but has also the undesired deprecated terms classified
as such, the authoring tool can evaluate this information, allowing it to warn the technical writer and
pinpoint terms that should not be used.

9.3 Modelling taxonomies and ontologies


Many organizations develop taxonomies or ontologies to structure their knowledge, product lines, and
so forth. While a taxonomy or ontology models and stores the relationship between concepts, terms
form the navigable handles for browsing the data. Therefore, taxonomies and ontologies store terms
in a very structured manner. The terms that are used as labels in taxonomies and ontologies should
be standardized within the organization. There is therefore a strong relationship between ontologies,
taxonomies and termbases, and their development should be synchronized.

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Common applications of terminology in other tools

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Basic steps for setting up a corporate TMS

Basic steps for setting up a corporate TMS

Setting up a terminology management system (TMS) and process can be a complex project. Here are
some basic steps:
1. Decide what problem you are trying to solve: Increased efficiency (saving duplication of term research
effort so localization managers can manage the project and do not have to manage last-minute
terminology crises ad hoc.)? Improving communication internally/externally? Cost savings?
2. Identify what resources you already have: Persons willing to be terminology resources for the
corporation available computer hardware, servers, networks, etc.
3. Get the terminology expertise you need: Hire or train someone who has a language background
(preferably a terminology background) to be the main resource for terminology for your corporation.
Make sure everyone knows who he or she is and what they can ask that person.
4. Identify the information that you require for each term: Terms, preferred terms, deprecated terms?
For which languages? Author info and date stamping to track updates to records? Definitions? Other
information? Make sure your database will have the fields you need.
5. Decide which criteria youll look at to make your choice. Online web-based terminology database,
or a client-server application? Central control, or open like a wiki?
6. Select your tool: Look at the terminology software available and find the one that meets your needs.
Some questions you might ask include:
How many people might need to connect simultaneously?
How many records can it handle?
What views does it offer (dictionary style vs. single-concept)?
Can you control read/write privileges?
How much does it cost and how much can you afford?
If you deal with many languages, does the tool treat all languages equally?
Which technology suppliers are you already dealing with? Can they offer any solutions? What do
they have?
Are import and export formats compatible with the various tools the TMS will need to integrate
with?
7. Create an implementation plan: Make a plan to implement the tool that includes a training plan for
users. Include a communication plan to promote the new process and tools, and to explain why
terminology management is important.
8. Define a maintenance plan: Have an ongoing plan to review and update the content of the database
as new terms are added and current terms become obsolete. Remind users that the terminology
service is there to help them and that they are expected and encouraged to use it.

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Basic steps for setting up a corporate TMS

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Best practices for setting up a corporate termbase

Best practices for setting up a corporate termbase

Once a terminology management system has been selected, its implementation and maintenance is
an on-going cyclical activity. In order to be successful, a TMS implementation must continually engage
and educate users as well as improve and increase its functionality.

11.1 Infrastructure
The TMS and termbase will go through several stages of maturity:

Acquire or build the TMS


Troubleshoot and/or run a pilot project
Continuously adapt and customize the system to the needs of the organization

11.2 People
An important aspect of the successful growth and application of a termbase is to engage as many
people in the organization as possible. To ensure success, ensure that you:

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Build awareness across the organization. In organizations where terminology management is


relatively unknown, it is recommended that this phase of the implementation starts early in order to
raise awareness and develop the necessary technical skills.
Identify key stakeholders and recruit champions (stakeholder representatives who are willing to
support the endeavour).
Develop training modules that are customized to the different user types and scenarios.
Reward active participation: For example, on a quarterly basis, select a terminology help request
and calculate how much time and/or money one terminology search has saved the company (include
multipliers such as number of language versions and number of text formats). Recognize the
employees efforts and savings to the company. Reward them if possible, and make that effort known
to all employees. Show your employees how such a seemingly small contribution (like asking which
synonym is to be preferred and used) saved the company money, and that their contribution is
valued.

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Best practices for setting up a corporate termbase

11.3 Roll-out
To generate the required interest and participation, ensure that terminology management tools and
processes are rolled -out to all users and stakeholders.

Make announcements. Create publicity around the TMS in internal communication channels and
events.
Put the TMS into production.

11.4 Review
To ensure widespread adoption and use of your termbase and TMS, ensure that the users have a voice
with regards to changes and improvements:

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Collect user feedback and requirements.


Identify improvements to processes.
Develop new functionalities or customizations.

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Common risk factors

Common risk factors

There are a number of risk factors that need to be accounted for during the early stages of implementing
a TMS. These include, but are not necessarily limited to:

12.1 Lack of sponsorship from executives


Management buy-in and understanding of the importance of terminology management to the companys
overall communication strategy is critical. Without a committed sponsorship from key executives, it is
nearly impossible to realize the full potential of terminology management.

12.2 Lack of buy-in from stakeholders


Terminology management is a collaborative and collective effort. In addition to top-down backing from
upper management, bottom-up support from people on the front lines is crucial. Terminology management
is truly successful only when each person in the organization either helps feed the database or consults
it when writing. A risk factor is tied to executive sponsorship in that a continuous support and participation
from stakeholders is only possible when it is made part of their formal objectives and performance
measurements, or when the behavior becomes ingrained in the corporate culture.

12.3 Disconnect from product development cycle


Terminology management needs to be an integral part of the product development cycle, from inception
to sale, not as an afterthought in the documentation or translation departments.

12.4 Competing projects

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Common risk factors

Identifying other projects in the organization that may compete for resources (such as budget or
personnel) at an early stage provides an opportunity to build on existing efforts, and to avoid duplicate
work in terms of time, tools investments, and resources.

12.5 Insufficient resources


Without sufficient resources for staffing and tools, a terminology project can stagnate and fail to produce
the desired return on investment.

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Corporate language

Corporate language

Companies want to be identified quickly, clearly, and positively by potential clients and the public.
Marketing measures designed to shape and strengthen the companys identity may be summarised in
a corporate identity or marketing manual. The manual defines, among others, the corporate logos,
colours, fonts, titles as well as other graphical elements, and their binding use in official documents.
An equally important element of corporate identity is corporate language, also referred to as corporate
communications. A typical corporate language instrument is the corporate style guide, a collection of
linguistic rules, for example on how to separate thousands and decimals in numbers, how to write
currencies, which language variant to use (if there are regional differences), how to quote, etc. Another
pillar of corporate language is corporate terminology; it covers the names of functions, titles and
organizational units, product names, internal abbreviations, project names etc.
Corporate terminology is normally managed and published in a termbase (or terminology database)
which is used by all employees and suppliers, including translation services, communications, public
relations and marketing. Termbases are primarily used in connection with translation memories and
machine translation tools, but they can also be combined with other knowledge management systems
such as management information systems, document management systems or content management
systems, controlled authoring software, and so forth.

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Corporate language

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People

People

14.1 Overview of the roles of team members


The concept of terminology management entails considerably more than terminology management
software and the integration of systems. Its the people component that drives the goals and processes.
Furthermore, the identification of the right people who have the right skills who must be in place at the
right time is required in order to achieve success. This section presents recommendations for staffing
a terminology team.
The core members of a terminology team are the following:

Executive sponsor
Corporate (or organizational) steering committee
Project manager
Terminologists
Technical writers and editors
Task-focused technical teams
Linguist
Globalization and localization expert

The wants and needs of various types of end users are gathered in advance of the TMS design process
and at various points during the development and testing phases. The TMS enables end users (both
internal corporate consumers and clients or external customers) to do their jobs knowledgeably and
efficiently.

14.2 Executive sponsor


An executive sponsor is required to ensure that the project has high-level support. The executive sponsor
is attuned to the goals and dynamics of the corporation. The executive has relationships with the key
stakeholders who are involved in setting strategic goals. Also, the executive understands the challenges,
constraints, and the economic environment of the corporation.
With this corporate knowledge, the executive knows how to manage such an innovative initiative at the
corporate level. Using knowledge of other corporate plans and priorities, the executive can advise the

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People

team on the general timeline for the project. Cost-benefit justification for terminology management can
be very difficult. An executive sponsor can open doors at various corporate levels in order to promote
acceptance of the project.

14.3 Steering committee


The steering committee is a cross-disciplinary group that sets the vision and strategy for implementing
a TMS within the corporation. For example, in a software company, the steering committee might consist
of one relatively senior-level person from each of these divisions:

Globalization and Localization


Publications
Research and Development
Marketing
Quality Assurance
Technical Support
Information Management Systems

Representatives from the key product lines may also be required. This team meets regularly, monthly
or bi-monthly, to drive the terminology deployment project to completion.

14.4 Project manager


Terminology management is most often implemented in a matrix environment. That is, a dedicated,
full-time Terminology Management group is not always available to do the work. Instead, people are
on loan from other groups to perform terminology management units of work. Their involvement
depends on the particular task. For example, in a matrix environment, it is possible to recruit a technical
person to help with implementing a Web service or a writer to test certain aspects of the usability of the
tool and its integration into their daily work.
A good project manager is the key to the success of the TMS. Ideally, the project manager understands
both the corporate climate and the technology. The project manager is also committed to success, has
exceptional communication skills, and has management experience. The project manager is ultimately
responsible for synthesizing and directing all aspects of the terminology management initiative. The
project manager should have a reporting relationship to the executive sponsor in order to ensure direct
communication, as needed.

14.5 Terminologist

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People

Terminologists are personnel whose primary responsibility is to develop and maintain the corporate
language assets for two primary target audiences:

External users of terminology (customers who purchase and use the products or services): Most
external terminology emerges from products and corresponding documentation and product user
interfaces.
Internal users of terminology (employees who depend on corporate resources for accomplishing
their work): Organizations that participate in and support Research and Development activities need
to share a common understanding of the terminology that is used to communicate about the product
during its stages of development.

Terminologists look for and record new terminology. They also manage existing terminology by updating
records to identify terms that have become obsolete, or by cleaning up any supporting data in the
termbase as required.
They communicate with a diverse group of corporate subject-matter experts to determine the appropriate
terms for concepts; to develop accurate, precise concepts that conform to globalization requirements;
and to populate and maintain the official corporate termbase with the appropriate terminological data.
Terminologists are the corporate champions for terminology management, and can be contacted by
many departments within a company to provide terminology advice and research.
Terminologists promote the importance of terminology management via timely and relevant articles
about terminology topics on the corporate intranet.
While many terminologists work as described above, i.e., as language professionals specialised in the
scientific study of the concepts and terms used in a given subject field, there are also numerous examples
of terminologists as generalists in the sense that their role is one of facilitation. They facilitate
communication by providing tools and resources that allow people to communicate and speak with one
voice. They liaise with subject matter experts to help develop net-based, distributed and cooperative
terminology processes. They help design and implement terminology management systems and they
train teams and individuals to build and maintain term resources.

14.6 Technical writer


Implicit in the technical writers job is the documentation of concepts that relate to the products that
they document. Terms are collected, researched, analysed, and delivered in the documents glossary.
The writers with their subject-matter experts in Research and Development are responsible for identifying
key terms and drafting definitions. Writers and terminologists work together to populate the termbase
with terms and definitions that must undergo a review and approval process. With approved terms and
the appropriate export functionality, writers can generate glossaries for inclusion in their documents.

14.7 Technical editor

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People

Technical editors work directly with writers and terminologists to validate terms and definitions according
to established grammar and style guidelines. Technical editors often have a broader view of an
organizations overall content and content strategy which allows them to identify terminology topics and
challenges across typical project or product boundaries. The person given the responsibility for approving
terms (this can be a terminologist or editor, for example) approves final glossaries for inclusion in a
document and has authorization for final approval of terms and definitions in the official corporate
termbase.

14.8 Linguist or computational linguist


A linguist who is skilled in the interpretation and application of languages plays an invaluable role by
assisting with data structure design and addressing terminological issues. The linguist might also be
responsible for supporting software that can ensure quality for documentation and collateral. Related
expertise is helpful when terminology is used to develop taxonomies and ontologies.

14.9 Globalization and localization expert


A globalization and localization expert is also a critical member of the team who helps ensure correct
and consistent source text that is culturally neutral and world ready. Requirements and processes that
are associated with globalization and localization activities must also be considered and factored into
the overall TMS process. This is important regardless of whether terminology is being translated into
multiple languages. It is not uncommon for organizations to start out with a focus and a single language
and market, only to expand later. It is both easier and less costly to accommodate globalization and
localization considerations in TMS system and processes from the start, rather than make such
adaptations later.

14.10 Technical teams


Teams of individuals with vision and expertise are essential for implementing a successful TMS. Teams
can be formed for various tasks and steps in the process of building and supporting an enterprise
terminology management program. Some individuals will serve on a number of teams and in a variety
of roles.

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A team is needed to carefully identify the requirements for the corporate TMS and to select who is
best able to fulfil those requirements (either an external vendor or an internal development team).
A team is needed to create a data structure that adequately stores and renders the terminological
data appropriately in the TMS.

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People

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A technical team with a skilled system administrator and a database manager are needed to
implement the data structure in the TMS and to load the database with valid terminological data.
Other technical experts are needed to modify existing tools and systems that directly integrate with
the TMS. For example, the TMS must work seamlessly with the document authoring system and
attendant proprietary and third-party tools that support document production.
Another team may be needed to create an access point for the TMS and its collateral on the corporate
intranet.
If migrating between TMSs, a team must be in place to cleanse the terminological data in preparation
for an export to the new system
After the TMS has been set up, a testing team or a group of volunteers verifies the exported
terminological data, validates the correct implementation of the data structure, and demonstrates
that the new TMS is operational.
A training team is also needed to develop instructional modules for new users of the TMS.
It is also helpful to have a communications liaison that can help to promote important corporate TMS
initiatives.
Another team devises the process workflow for drafting, reviewing, approving, and accessing terms
and definitions in the termbase

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People

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Conclusion

Conclusion

15.1 Why manage terminology?


Managing terminology can positively impact profitability, customer relations and the overall image of
an organization.
If terminology is not managed, your staff and external suppliers will decide for themselves what
terminology to use, and this could be contrary to the image you would like to portray as an organization.
Inconsistent terminology can be deemed at best unprofessional, at worst it can be dangerous as it could
lead to misuse of products causing bodily harm. In addition, inconsistent terminology within a company
adds costs in several ways.
Organizations spend money on marketing and public relations exercises which can be wasted if
terminology in other means of communication delivers a contradictory or inaccurate message. Without
strategic management of terminology, employees make variant choices for terms to express a concept,
and the company intranet can become unreliable when terminology searches unearth multiple definitions
for a term. Unclear direction regarding terminology often necessitates re-work during authoring and
translation projects. When incorrect terminology is propagated into products and collateral, the costs
of imposing consistency is multiplied.
There can even be misunderstandings regarding the basic requirements of a project due to different
use of terminology between departments, so re-work may actually require production tasks to be redone,
often at great cost. Inconsistent terminology has an impact in all areas of communication, for better or
worse. Thus, proactively establishing consistent terminology across the organization is not just an
exercise in establishing good quality writing, but it can improve the effectiveness and efficiency of a
business as a whole.

15.2 Who needs to be involved?


Overall, having the right people involved in the design, development, and implementation of a terminology
management programme and its associated TMS makes the difference in how well terminology is
accepted and used in the organization. The right mix of software can be in place, but a successful
deployment depends on leveraging the talent and expertise of the core team as well as the extended
organization.

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Conclusion

Ideally terminology is standardized as part of product development, so that it can be used consistently
in all authoring and packaging, and so that standard translation equivalents can be determined. This
moves the focus of terminology away from end-product glossary created by an isolated team; rather,
it is a case of key people from across the organization working together to prescribe its own consistent
language. The aim is to form an identity, to establish clear communication, and to thereby realize savings
in time, resources, and money. As we have mentioned when examining the role of terminology
management, successful terminology management fits in and benefits an organization if all stakeholders
understand and promote the importance of accuracy and consistency within its communication efforts.

15.3 What is the most effective approach?


Terms should be handled as individual concepts, because the problem of homographs will otherwise
cause confusion and errors. Homographs are numerous, and especially problematic for translation
(whether by machine or by humans). For example: is copy" the duplicate of an item, or a piece of text
provided for marketing materials? We use the same word in English for two distinct concepts but the
translation equivalent in other languages is likely to be different for each concept. The Terminology
Management System stores terms and makes them available for reference by authors and translators
so that they can be consistent with prescribed terminology . The chosen TMS should be compatible,
and ideally integrated, with the existing authoring and translation systems.
Note that this is not a do-only-once activity. Terminology management needs to be part of the company
strategy. Language changes so does the way we talk about our products and the way we interact
with our customers. Such changes need to be managed accepted and documented if deemed
appropriate, or if not appropriate, individuals need to be educated as to what the company requires.
Terminology management adds value to all communication within an organization and supports all
levels of product and services life cycle and any accompanying communication.

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Resources

Resources

Please note that this list may not be exhaustive. The field of terminology management is rapidly evolving
and new research and papers are continuously being published.

16.1 Standards
Basic principles

ISO 704 - Terminology Work - Principles and Methods


ISO 1087-1 - Vocabulary

Data modelling

ISO 30042 - Systems to manage terminology, knowledge, and content - TermBase eXchange (TBX).
Can be freely downloaded from: http://www.ttt.org/oscarstandards/

ISOCat - Data Category Registry (DCR). http://www.isocat.org/


ISO 16642 - Computer applications in terminology - Terminological Markup Framework (TMF).
"http://www.iso.org/iso/home/store/catalogue_tc/catalogue_detail.htm?csnumber=32347"
ISO 26162 - Systems to manage terminology, knowledge and content -- Design, implementation
and maintenance of terminology management systems. http://www.iso.org/iso/catalogue_de
tail.htm?csnumber=43427

16.2 Books and articles


Bernth, A., McCord, M., & Warburton, K. (2003). Terminology extraction for global content management.
Terminology, 9(1), 51-69.
Cabr Castellv, M. T. (2003) Theories of terminology: their description, prescription and explanation,
Terminology, 9(2), 163-199.
Dubuc, R. (1997). Terminology: A Practical Approach.
Dunne, K. J. (2007). Terminology: ignore it at your peril. Multilingual, April-May 2007 ("
http://www.multilingual.com/issueDetail.php?issue=87" )

53

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Resources

Fidura, Ch. (2007). The benefits of managing terminology with tools. Multilingual, April-May 2007 ("
http://www.multilingual.com/issueDetail.php?issue=87" )
Childress, M. D. (2007). Terminology work saves more than it costs. Multilingual, April-May 2007
(http://www.multilingual.com/issueDetail.php?issue=87)
Karsch, B. I. (2006). Terminology workflow in the localization process [Electronic version]. In K. Dunne
(Ed.), Perspectives on Localization.
Lombard, R. (2006). A practical case for managing source-language terminology [Electronic version].
In K. Dunne (Ed.), Perspectives on Localization.
Massion, F. (2007). Terminology management: a luxury or a necessity? Multilingual, April-May 2007
(http://www.multilingual.com/issueDetail.php?issue=87)
O'Neil, B. (2005). Launching a Corporate Glossary. B-eye: Business Intelligence Network, Article 1014.
Retrieved September 20, 2006 from http://www.b-eye-network.com/view/1014.
Sager, J. C. (1990). A Practical Course in Terminology Processing. Amsterdam/Philadelphia: John
Benjamins Publishing Company.
Schmitz, K-D. (2002). Towards a uniform environment for representing terminologies within ISO.
Presentation at TKE 2002 in Nancy, France. Retrieved September 20, 2006 from http://tke2002.lo
ria.fr/Doc/workshops/ws2/ws2_kds.ppt.
Schmitz, K-D. (2005). Terminology Data Modeling for Software Localization. Presentation at TKE 2005
in Copenhagen, Denmark. Retrieved September 20, 2006 from
http://www.id.cbs.dk/~het/TKE2005/Schmitz.ppt
Straub, D., & Schmitz, K-D. (2010). Successful terminology management in companies.
(ISBN:978-3-9812683-1-7 ) TEKOM study:"
http://www.tekom.de/index_neu.jsp?url=/servlet/ControllerGUI?action=voll&id=3162" .
Terminology and Standardization Directorate, Pavel S. & D. Nolet, Translation Bureau. (2001). Handbook
of Terminology. Retrieved November 1, 2006 from http://www.translationbureau.gc.ca/pwgsc_inter
net/fr/publications/gratuit_free/man_termino_e.htm. Gatineau, Quebec: Public Works and Government
Services Canada.
Wittner, J. (2007). Unexpected ROI from terminology. Multilingual, April-May 2007 (http://www.multilin
gual.com/issueDetail.php?issue=87)
Wright, S. E. and G. Budin (Eds.), Handbook of Terminology Management, Vol 1.
Amsterdam/Philadelphia: John Benjamins Publishing Company.
Wright, S. E. and G. Budin (Eds.), Handbook of Terminology Management: Application-Oriented
Terminology Management, Vol 2. Amsterdam/Philadelphia: John Benjamins Publishing Company.
Wright, S. E. (2005). ISO TC 37 Standards--Basic Principles of Terminology. Presentation at the Joint
Conference for Digital Libraries (JCDL) 2005. Retrieved 20 September, 2006 from
http://nkos.slis.kent.edu/2005workshop/TC37.ppt.
Zielinski, D. & Ramrez Safar, Y. (2005). Research meets practice: t-survey 2005. An online survey on
terminology extraction and terminology management. Retrieved September 20, 2006, from Linguistic
Data Processing Section, Saarland University: http://fr46.uni-saarland.de/download/publs/sdv/t-sur
vey_aslib2005_zielinski.htm.

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Resources

16.3 Web resources

TermNet
http://www.termnet.org

IATE (InterActive Terminology for Europe)


http://iate.europa.eu

Eurotermbank
http://www.eurotermbank.com

Termium
http://www.termiumplus.gc.ca

Banque de terminologie du Quebec


http://www.granddictionnaire.com

TermCat
http://www.termcat.cat

United Nations FAO termbase


http://www.fao.org/faoterm/search/start.do;jsessionid=8B3FA262DA3D26D7908F292E331001CC

Microsoft Language Search Tool


http://www.microsoft.com/language/en/us/search.mspx

IBM Terminology
http://www-01.ibm.com/software/globalization/terminology/index.jsp

16.4 Online tutorial


The Pavel Terminology Tutorial, Translation Bureau of Canada
http://www.btb.termiumplus.gc.ca/didacticiel-tutorial/lecon-lesson-1/index-eng.html

55

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2012-12-06

Index
A
about this guide 7
application, authoring 35
application, ontologies 35
application, taxonomies 35
application, translation 35

B
benefit, brand 17
benefit, intellectual property 17
benefit, know-how 18
benefit, quality 17
benefit, reduced cost 17
benefit, reduced time to market 17
benefits of terminology management
17
best practices 39
best practices, infrastructure 39
best practices, people 39
best practices, review 40
best practices, roll-out 40
books and articles 53

E
entry structure 24
executive sponsor 45

single repository 27
standards 53
steering committee 46
system integration 31

globalization expert 48
government 14

T
L
linguist 48
localization 15
localization expert 48

M
metadata 24

O
online tutorial 55

C
computational linguist 48
concept 12
concept orientation 27
concept-based approach 23
conclusion 51
conclusion, what 52
conclusion, who 51
conclusion, why 51
contributors 7
corporate activities 13
corporate language 43
corporate TMS 37

P
Pavel Terminology Tutorial 55
people 45
people, team members 45
process 28
project manager 46

Q
qualityassurance 29

R
D
data categories 23
data elementarity 28
definition, good definition 20
definition, length 20
definition, versus description 21

57

risk factors, lack of executives


sponsorship 41

reporting 30
resources 53
risk factors 41
risk factors, competing projects 42
risk factors, disconnect from product
development cycle 41
risk factors, insufficient resources 42
risk factors, lack of buy-in from
stakeholders 41

target audience 9
TBX-Basic 24
techncial editor 48
techncial writer 47
technical teams 48
technical writing 14
term 11
term autonomy 28
term extraction tools, features of 33
termbase 23
terminologist 47
terminology 12
terminology extraction linguistic
engines 34
terminology extraction, languages 33
terminology extraction, other features
34
terminology extraction, statistical
engines 34
terminology extraction, term in context
33
terminology in other tools 35
terminology management 13
terminology managment system 13
tools terminology extraction 33
tools, dedicated terminology tool 32
tools, existing 31
tools, module 32

U
users 30

W
web resources 55

2012-12-06

Index

58

2012-12-06

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