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scope of work template
							Creating and Maintaining an
Internationalized Web Site

Brian “Bex” Huff
Chief Software Architect



                              1
Agenda


  Intro to multi-site management
  Translation vs. Localization
  Localization tools and process
  Common issues with translation management
  Localization steps
  Case study
  Cutting costs
  International Search Engine Optimization (SEO)




                                                    2
Global Software is Different...


  No longer "software", its "gigaware"
    • Applications meant to (potentially) support a billion of something


  New problems always crop up with a billion of something
    • Every order of magnitude changes the landscape


  In our case, we need to think of a billion people...
    •   What percentage use right-to-left languages?
    •   What laws, regulations, and cultural taboos do you need to keep in mind?
    •   When is it a good time to do scheduled maintenance on a global website?
    •   What's the best way to do global search engine optimization?




                                                                                   3
Beyond Single-Site Management


  Initial state: a large number of internal and external Web sites
   • Intranet, records management, document management
   • Customers, partners, and supplier extranets
   • Content delivery to multiple portals and applications


  How did we get here?
   • The web is the standard for high speed communication and interaction
   • Business need for targeted communication in multiple regions
   • Audience expectations for topic-specific or “micro-sites”


  Some or all of which need to be localized and/or translated
   • Creation and maintenance can be difficult
   • The alternative is inconsistent branding, lost customers

                                                                            4
How Multi-Site Management Helps


  Lower site management costs, and more accurate content
   •   Content and sites managed by business, not IT
   •   Content can be reused, converted, translated, and re-purposed
   •   Faster implementation time for new sites
   •   Single infrastructure / architecture cheaper to maintain


  Enforce brand guidelines
   • Common centralized templates, style guide, and digital assets


  Centrally managed Web content
   • Records and retention management for discovery, litigation and risk
     management
   • Content usage analytics (contribution and consumption)
   • Workflow approvals
                                                                           5
Translation is not Localization!


  Translation:
    • Taking content relevant for one region or audience, and translating it
      word-for-word into another language used by that audience.
    • Example: government web site translated into all official languages


  Localization:
    • Taking content relevant for a general audience, and changing the syntax
      of the content to appeal to a sub-group
    • Localization usually includes translation, but not always
    • Example: some product statements cannot be made in certain countries


  Which do you need?
    • How many languages do you support?
    • Should different audiences see different content or navigation?
                                                                                6
Is it a Localized Site, or a Microsite?


  Some locales may be very active
    • Their site looks almost nothing like the global site


  Do you want to manage this process?
    • Requires everybody to use the exact same process


  Or, do you want "active locales" to have total control?
    •   Completely different content
    •   Completely different navigation structure
    •   Completely different web applications
    •   At this point, it’s no longer a localized site, but still can re-use content




                                                                                       7
Benefits of Localization Management


  Cost savings
   • Content translated once instead of multiple times


  Go-to-market time savings
   • Sites launched quicker by re-using exiting translated content


  Brand management
   • Central repository for localized images, and positioning content


  Frees up resources to improve the site
   • Focus on new features that enhance revenue
   • Web campaigns, interactive targeted Web marketing, etc.



                                                                        8
What Tools Do We Need?


  Oracle Universal Content Management
   • Document management
   • Metadata tagging for country, language, audience, translation state
   • Flexible security model
  Oracle Site Studio
   • User-friendly contribution for knowledge workers
   • Business users have one place to go to manage localized data
  Translation Workflows
   • Route content to business owners to localize for a specific audience
   • Route content to external partners for translation
   • Route to reviewers for final approvals
  Custom Components
   • Localization process varies wildly...

                                                                            9
Translation Process


  Internal translation resources vs. translation service?
   •   Use 3rd party translator for all changes, or just big projects?
   •   How will you handle file management between you and the translator?
   •   Do they need Site Studio access, or source files?
   •   Does the translator offer an API to manage translation?


  What types of source content need to be translated?
   • Word docs, XML, PDF, images, flash, video, resource bundles, etc.
   • Can the company handle everything you need?




                                                                             10
Internal Workflow


  Initial questions
    •   Does your organization have an official language?
    •   How many locales will create their own content?
    •   Will some locales be more "active" than others?
    •   What content needs to be translated, versus localized?


  Workflow and routing
    •   How will new content be routed for translation / approval?
    •   How will small changes be routed?
    •   Which people and which tools will need notifications?
    •   Will there be internal approval of translated content?
    •   When will non-translated or partly-translated content go live? Never?
    •   When will content be considered “stale”?
    •   How long will you tolerate “stale” content”
                                                                                11
Internal Workflow, cont.


  Understanding changes
   • Do you plan to set up a mechanism to categorize changes?
      • What content is critical, and what is “nice to have”?
      • What languages are critical, and which are “nice to have”?
   • Who determines priority? The author? The locale manager?
   • Is all content localized? If not, who makes the decision?


  Brand management
   • How much flexibility should/will each localized site have with branding?
   • When the global company re-brands, will you require re-localization?
   • Will the re-brand be all-at-once, or rolled out eventually?




                                                                                12
Who “Owns” The Localized Site?


  Establish Web site ownership rules
   • Creating guidelines for maintaining current Web site content
   • Who owns the budget for content translations?
   • Who owns/obtains ownership of the domain?
   • Can you obtain ownership of the domain or do you have to use an
     alternate URL?
   • Are you planning to release a localized version but do not have a local
     office in the country?


  Who officially owns Web site branding in your organization?
   • Each localized site need one primary contact / owner
      • Without one, stale content is guaranteed
   • Understands the language / need for localized content
   • Responsible for keeping content up-to-date
   • Coordinates with translators
                                                                               13
Site Maintenance


  Content relationships key to long-term maintenance
   • Original vs. translated items - helps automate processes & workflows
   • Which items belong to which Web sites?
      • groups content for appropriate searching, replication, bulk translation, etc.

  Are originals ever used on multiples sites?

  Oracle UCM Implementation
   • Use metadata to control language, region, audience, relationships
   • Use accounts to control region-specific content security
   • Workflows can become overwhelming
      • Need a more report-based approach to what work needs to be done



                                                                                        14
Governance and Microsites


  A "localizable" site needs a universal style guide
   • Governance about navigation, content, images, styles, and applications
   • Locales that conform are easier to translate / manage
   • Without one, your pages may not meet the audience’s needs


  Compromise: locale-specific "microsites"
   • Primary localized site follows the universal style guide
   • If locales need a radically different look, make a microsite
       • Small handful of pages / apps, specific to the audience
       • Not re-usable by other locales
       • “Deep Links” to main site

  Benefits
   • Allows for 100% control of UI, content, apps, and navigation
   • Majority of localized site follows style guide                           15
Translation Challenges


  Translation workflows vary wildly
   • Different departments have different translation needs
   • Time frames, monitoring, participation
   • Should consolidate into UCM, and have different workflows per item


  Costs
   • There's a startup cost for any translation
   • Ideally, we could submit all items logically similar
   • Requires different departments to pay for different things
   • Batches should be one bill, not a dozen
   • Figuring out who-pays-for-what can frequently be a surprisingly hard
     problem
   • So, each department submits their sub-batch, which increases costs


                                                                            16
Translation Challenges, cont.


  File Management
    • Making sure the translators are working with the latest revision
    • Use the API supported by the specific agency
       • Push new content, pull translated content

  Lack of transparency
    • Who is really doing my translation?
    • Agencies receive files, then outsource to freelancers
    • Content owners rarely get direct communication with translators


  Politics! Politics! Politics!
    • To cut costs, organization may want to standardize on ONE tanslator
    • But, different regions prefer different translators, which causes issues
       • Who has budget? Who knows the market?
       • Who can determine quality? Who knows the overall strategy?              17
Localization Steps


  Localize applications
   • Relatively simple


  Localize navigation
   • Trickier, but needs infrequent updates


  Localize content
   • Requires constant updates




                                              18
Application Localization


  Labels, buttons, error messages need to be stored as
   translatable strings

  Different locales have different formatting rules
   • Date strings
   • Phone numbers
   • Numerical / monetary


  Different locales have different laws
   • Regulations about what can be bought / sold
   • Regulations about storing user information




                                                          19
Localizing Content-Rich Applications


  Separate "labels" from "content"

  Labels are short one-word, or one-sentence bits of text
   •   Used on buttons, web forms, and UI displays
   •   Controlled entirely by development
   •   Changes rarely after first launch
   •   Use a language pack to manage labels


  Content is multi-line displays, and sometimes images
   •   Used as descriptive test for forms, sales, marking material
   •   Controlled by people outside of development
   •   Changes frequently after first launch
   •   Use Open WCM to manage content

                                                                     20
Navigation Localization


  Section labels and URLs need to be translatable strings

  Sections need to be enabled / disabled depending on locale
   • Some sections are "global" and should be translated
   • Other sections are "local" and might only exist in one local


  Variations
   • Do you want locales to automatically get new content / sections?
   • Or, must they approve / enable them before going live?
   • Or, different rules for different locales?


  Use Oracle Site Studio for navigation
   • Store in the project file
   • May need custom code for URL localization
                                                                        21
Content Localization


  If a 3rd party translator is needed, select one with an API
   • You’ll need to be able to automatically submit items for translation
  Start with global content
  With one-click, spawn an initial “localized” content
   • Use metadata to control language, region, translation state
  Spawn a workflow for managing translated content
  Internal resources verify translations
   • Or, may do the entire translation for some changes
  Need reports on the “state” of your whole site
   • How many items in the queue waiting for release?
   • Do you have a translation or approval bottleneck?
   • Email notifications may need to be disabled


  Most organizations have wildly different routing rules...                22
Oracle Translation Workflow Dashboard


                                     Direct availability:
                                        content is released
                                        immediately once
                                        translated and
                                        approved

                                     Or, synchronized:
                                        content is not
                                        released until all
                                        items are
                                        translated and
                                        approved



                                                              23
Example Implementation


  New global e-commerce website
   • Some locales were more “active” than others
   • Not all products / pages available in all regions
      • Need to localize navigation as well as content
   • Highly regulated industry, with potential for long approval processes

  Oracle Site Studio 10gr4 plus Weblogic Portal
   • Navigation managed with Site Studio project file
   • Content displayed with WCM_PLACEHOLDER service


  Localization and Personalization in Portal
   •   User selects region/language upon first visit
   •   Allows for translation of application labels and error messages
   •   Different regions have different products available
   •   Different users have different prices, based on different contracts   24
Additional Tools


  Navigation Dashboard
   • Allows quick and easy localization of navigation


  Locale-aware portal controller
   • Each locale uses a slightly different navigation structure
      • Some locales are 95% similar to the "global" locale
      • Some locales are 95% different
   • Each UCM service request passes along the locale

  NextBestLocale
   •   Sends back the content item
   •   If translated item is available, send it!
   •   Otherwise, send the "next best locale"
   •   Useful to help slowly build out localized pages
                                                                  25
“Next Best Locale”




                     26
Navigation Dashboard




                       27
Localization Tips


  Test multiple translation vendors
   • Some are better with different kinds of content
   • It’s common to need multiple vendors, based on departmental preferences
  Enforce a style guide for consistent content
   • Makes translation more standardized / cheaper
  Always have a single “site owner” for the localized site
   • Responsible for keeping content up-to-date
   • Coordinates with chosen translation house
   • If an “owner” is not assigned – the risk of stale/stagnant localized sites
     increases
  Submit projects in large batches
   • Translation has overhead: large projects are more cost effective
   • Can be difficult if project is cross department, paid for by multiple internal
     departments
                                                                                      28
Reducing Costs: Translation Memory Software


  Database of words and phrases you translated previously

  Benefits
   • Ensures more consistent language on your site
   • Assists translators, and reduces costs


  Most translation companies use it to cut costs
   • But... if you’re the first, you pay the full costs
   • Other departments, or even your competition, may benefit
   • Might want to use translation memory software in-house


  Example: World Server
   • Keeps a database of what you've translated
   • Slims down what needs to be translated before shipping to 3rd parties
                                                                             29
Reducing Costs: Crowdsourcing


  Allow your community to translate your site for you

  Benefits
   • Less strategic content can still be translated, at a slower rate
   • People have a “path” to localized content, if you don’t have the money/time


  Example: Lingotek
   • Submit documents to translation firms, direct to freelancers, or the
     community
   • Translators earn cash or “points” after translation
      • Depends greatly on what motivates your community
      • Engage partners / resellers to do your translations
   • Save translation memory to private or open-source databases


                                                                                   30
International SEO Tips


  Have a top-level domain in the country of interest
   • Global site: company.com
   • French site: company.fr
   • British site: company.co.uk


  Make sure content follows W3C accessibility standards
   • "alt" tags for images, no JavaScript navigation
   • This is gigaware, after all!


  Make sure content contains valid markup
   •   Clean and lean HTML is easier for web spiders to parse
   •   Put important content at the top of the HTML
   •   Ensures search engines "understand" what your site is "about"
   •   Don't embed content or navigation in IFRAMEs or Flash
                                                                       31
International SEO, part 2


  Avoid the META KEYWORDS tag: it's ignored by search engines
   • <title>, <h1>, and <h2> tags are much more important
   • Put localized keywords there, but keep it to 5-10 words


  Localize your META DESCRIPTION tags
   • Sometimes appears as a snippet of text in search engine result pages
   • Make each page's description unique, if possible


  Use user-friendly, localized URLs
   • If a keyword is in your URL and <h1>/<h2> tags, it will be highly ranked
   • Be sure the URL contains words, not numbers/code
   • Avoid links that say "click here!"



                                                                                32
International SEO, part 3


  Create a sitemap.xml file for each locale
   • http://www.sitemaps.org/
   • In general, ensure web spiders can see locale-specific navigation


  Advanced: use metadata to create Microformats on your page
   •   Enhances search results pages with "Rich Snippets"
   •   hProduct: a product your company sells
   •   hReview / hReview-aggregate: reviews on those products
   •   hCalendar: event
   •   hCard: contact information for people




                                                                         33
Special Thanks to IOUG!




   Join us at IOUG Collaborate, 2011
    • April 10-14, 2011
    • Orlando, Florida
    • http://collaborate11.ioug.org/


   Call for papers now open:
    • Deadline: Friday, October 1st



                                        34
Questions?


  My Company: http://bezzotech.com

  My Blog: http://bexhuff.com

  My Self: bex@bezzotech.com




                                      35

						
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