Notes
Slide Show
Outline
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Colors, Buttons, Words and Culture
  • Designing Software for the Global Community
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Susan M. Johns
1997 CODI Conference
  • Pittsburg State University
  • Axe Library
  • Pittsburg KS  USA
  • suzyq@mail.pittstate.edu
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Definition of Culture
  • Culture is the beliefs, value system, norms, mores, myths,and structural elements of a given organization, tribe, or society
  • More than mere language translation
    • Nakakoji
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Cross-Cultural Communication
  • Develop user interfaces for products with a global market
  • When outsourcing to other countries, we work and communicate with people we have never met in person
  • Work culture values and views differ from our own
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Technology As Cultural Amplifier
  • “Although technologies transform culture and thought to amplify human productivity...a system’s functionality... is often unconsciously affected by the underlying traditions of the system designer’s culture.”
    • Nakakoji
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The Tale of Three Interfaces
  • 54 Americans
  • 35 English-speaking citizens of other nations
  • 43 Males
  • 46 Females
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The Tale of Three Interfaces Designed For
  • (Design 1) English-speaking European adult male intellectuals
  • (Design 2) Caucasian-American women
  • (Design 3) generic English-speaking consumers of an “international-style”
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The Tale of Three Interfaces Moral of the Story
  • There are no generic cultural guidelines
  • Issues cannot be solved by using overly generalized characterizations of user populations, and ...
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Cross Cultural Development
  • Culture exists across professions
  • End-users and developers share cultural understanding
  • Should users be able to state their requirements clearly and precisely a priori when they simply do not have the knowledge to do so?
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Cross Cultural Development
  • Software engineering and application domain knowledge work together
  • Develop knowledge among stakeholders
  • Exploit opportunities to establish successful cross cultural collaboration
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The International Need
  • Customers want systems that use their own language and meet their own cultural conventions
  • Some countries require products to reflect their culture and language
  • Internationally competitive companies must consider cultural preferences of their customers
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PeopleSoft Goes Global
  • Identify common processes around the world
  • Deliver languages and localizations
  • Add global complexity with manageable implementation
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PeopleSoft Goes Global
  • Architecture for core functionality
  • Understand local functions and cultures
  • Use Customer SIGs
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PeopleSoft Goes Global
  • Shorter implementation
  • Customization times diminish
  • Ongoing maintenance is reduced
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PeopleSoft Goes Global
  • Global customers have more in common than differences
  • Vendor must understand what is different and what is similar
  • Everybody (vendors) is “Embarking”
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What is Internationalization
  • The process of providing a computer system that handles a variety of language, country, and cultural conventions
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Internationalization (I18N)
  • Eliminate cultural specifics
  • Design culture-independent user information and interfaces
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User Information
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What is Localization
  • A locale is an operating system database of language and country conventions
  • Developing software to support multiple locales is Localization
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Localization (L10N)
  • Localization of product for each user culture
  • Language, date and number formats
  • Graphical representations/icons
  • Color
  • Physical flow of objects
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System I18N
  • Uses multilingual products instead of monolingual or bilingual products
  • Allows switching between different locales and languages
  • Provides software that meets international standards
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System I18N Challenges
  • Treat English as just another language
  • Use one program source for all languages to reduce costs for maintenance and documentation
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System I18N Challenges
  • Plan for extra disk space needed.  To save space, ship only the languages purchased by a customer
  • What is the delay from when the package is available in the vendor’s local country to when it is available in other languages?
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System I18N Challenges
  • Monitor acronyms and mnemonics for negative meanings in different languages
  • Understand differences among U.S., British, and global English
  • Be aware of different dialects in the same language
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System I18N Challenges
  • Use care when sorting lists
  • Use numeric indexes instead of sorted alphabetic indexes whenever possible
  • Keep illustrations, tables, and figures simple
  • Verify translations back into English
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Standards and the World of Uni- and Zed-
  • Unicode
  • UNIMARC
  • Z 39.50
  • Z 39.69
  • Z 39.70
  • Zzzzz...
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History of Unicode
  • ASCII, a “U.S.” Standard (ISO 646)
  • DBCS - double byte character system (some chars 1 byte, some 2 bytes)
  • Unicode - all chars 2 bytes (16 bits)
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History of Unicode
  • Unicode is a subset of ISO 10646, as are ASCII and Latin-1 (8-bit ASCII)
  • Unicode eliminates duplicate Han characters in Chinese, Japanese and Korean (CJK)
  • ISO 10646 stores chars in 4 bytes; Unicode stores chars in 2 bytes
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Definition of Unicode
  • The Unicode standard is a fixed-width, 16-bit character encoding system that contains codes for every character needed by the major writing systems currently in use in the modern world, along with codes for a full range of punctuation, symbols, and control characters (Davis et al.)
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Definition of Unicode
  • Punctuation marks
  • Diacritical marks
  • Uppercase, lowercase, and uncased letters
  • Characters used to represent digits
  • Control characters
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Unicode Problems
  • Universal standards for dates, measurements, and money
  • Simplified encoding of Chinese characters does not depict “classical” Chinese
  • Storage (twice as much?)
  • Transmissions (twice as long?)
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UNIMARC Definition
  • implementation of  ISO 2709 for the structure of records containing bibliographic data
  • intended to be a carrier format for exchange purposes
  • does not stipulate form, content, or record structure of data *within* individual systems
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UNIMARC Problems
  • Software developers must rewrite their existing software
  • the existing MARC formats use a unique definition of extended ASCII
  • How do you convert 40 million MARC records without anyone noticing?
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UNIMARC Benefits
  • Allows addition of foreign titles without transliterating the data
  • Users able to search library catalogs in all languages rather than just by call number or ISBN
  • Assumes software/virtual keyboards and other input devices needed to generate the CJK characters
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Sorting and Conditional Formatting
  • English:  A-Z, a-z
  • German:  Characters with an umlaut sort directly after characters without an umlaut
  • Swedish: Ö sorts last in the alphabet after Z
  • Spanish: double characters (ll and ch) that sort as single characters
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Other Issues
  • Upper and lower case, subtract 32 no more!
  • Wild card symbols in search/find boxes
  • Hyphenation of long words and word breaks
  • Gender in language
  • Tense and case
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Message Catalogs
  • Files used to store program input and output strings
  • All program strings used interactively by the user should be contained in one or more message catalogs
  • Messages stored in database locales
  • Makes messages more customizable
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Menu Space
  • 30-200% extra space depending on the number of English characters
  • Ex:  “Preferences” translates “Bilschirmeinstellungen”
  • Boxes should be self-sizing and movable
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Conventions and Format Differences
  • Dates:  May 12, 1959 is
    •       12/5/59     5/12/59     1959-05-12
  • Calendars:   Gregorian, Hebrew, Islamic, Japanese Imperial Era
  • Times:  8:32 p.m. is
    • 20:32     20,32,00      20.32      KI 20.32
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Conventions and Format Differences
  • Numbers:
    • 3,912.45     3.912,45     3 912,45
  • Currency:
    • $2,456.78     2,456,78 DM     2.456$78
    • Don’t forget yen and pound symbols
  • Paper sizes:  A3, A4, A5, JIS-B4 JIS-B5
  • Punctuation : << >> ; ¡ ¿
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Formats for Patrons
Z39.69 and Z39.70
  • NISO standards for patron personal data and patron transaction data
  • I14N and L10N aspects of patron data need to be considered
  • Not limited to address, postal code, phone, ID#, and confidentiality issues around the world
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Color, Music and Sound
  • Color combinations
  • Color balance (theme and secondary)
  • Color association (appropriateness based on abstract concepts)
  • Music and sound more easily linked to a photograph than an icon
  • Music associations highly dependent on culture
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Icons
  • Trashcan icon can look like a postal box in Britain
  • If you use books, make sure they open in the proper direction for the target market
  • Email icon of a rural post box with a red flag has no meaning outside rural America
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Icons
  • Colors within icons may be culturally insensitive
  • Try not to use text: think in terms of international driving symbols
  • Think: what is the symbol for ISBN other than ISBN?