ISO 26162:2012
(Main)Systems to manage terminology, knowledge and content - Design, implementation and maintenance of terminology management systems
Systems to manage terminology, knowledge and content - Design, implementation and maintenance of terminology management systems
ISO 26162:2012 specifies criteria for designing, implementing and maintaining terminology management systems (TMS). It provides information about the rationale for using a TMS, types of users and users' needs, steps in designing and implementing a TMS as well as the tasks of organizing and managing a terminological data collection (TDC). It also provides guidelines for selecting and using data categories for managing terminology in various environments. It is intended for terminologists, software developers and others who are involved in the process of developing or acquiring a TMS.
Systèmes de gestion de la terminologie, de la connaissance et du contenu — Conception, mise en oeuvre et maintenance des systèmes de gestion de la terminologie
Sistemi za upravljanje terminologije, znanja in vsebine - Zasnova, implementacija in vzdrževanje sistemov za upravljanje s terminologijo
Ta mednarodni standard določa merila za zasnovo, implementacijo in vzdrževanje sistemov za upravljanje s terminologijo (TMS). Ta mednarodni standard zagotavlja informacije o utemeljitvi uporabe vrst uporabnikov TMS in njihovih potreb, korakov pri zasnovi in implementaciji TMS ter nalog pri organizaciji in vzdrževanju zbirk terminoloških podatkov (TDC). Prav tako zagotavlja smernice za izbiro in uporabo podatkovnih kategorij za upravljanje s terminologijo v različnih okoljih. Ta mednarodni standard je namenjen terminologom, razvijalcem programske opreme in drugim, ki so vključeni v postopek razvoja ali pridobivanja TMS.
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Frequently Asked Questions
ISO 26162:2012 is a standard published by the International Organization for Standardization (ISO). Its full title is "Systems to manage terminology, knowledge and content - Design, implementation and maintenance of terminology management systems". This standard covers: ISO 26162:2012 specifies criteria for designing, implementing and maintaining terminology management systems (TMS). It provides information about the rationale for using a TMS, types of users and users' needs, steps in designing and implementing a TMS as well as the tasks of organizing and managing a terminological data collection (TDC). It also provides guidelines for selecting and using data categories for managing terminology in various environments. It is intended for terminologists, software developers and others who are involved in the process of developing or acquiring a TMS.
ISO 26162:2012 specifies criteria for designing, implementing and maintaining terminology management systems (TMS). It provides information about the rationale for using a TMS, types of users and users' needs, steps in designing and implementing a TMS as well as the tasks of organizing and managing a terminological data collection (TDC). It also provides guidelines for selecting and using data categories for managing terminology in various environments. It is intended for terminologists, software developers and others who are involved in the process of developing or acquiring a TMS.
ISO 26162:2012 is classified under the following ICS (International Classification for Standards) categories: 01.020 - Terminology (principles and coordination); 35.240.30 - IT applications in information, documentation and publishing. The ICS classification helps identify the subject area and facilitates finding related standards.
ISO 26162:2012 has the following relationships with other standards: It is inter standard links to ISO 26162-2:2019, ISO 26162-1:2019. Understanding these relationships helps ensure you are using the most current and applicable version of the standard.
You can purchase ISO 26162:2012 directly from iTeh Standards. The document is available in PDF format and is delivered instantly after payment. Add the standard to your cart and complete the secure checkout process. iTeh Standards is an authorized distributor of ISO standards.
Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 26162
First edition
2012-08-15
Systems to manage terminology,
knowledge and content — Design,
implementation and maintenance of
terminology management systems
Systèmes de gestion de la terminologie, de la connaissance et du
contenu — Conception, mise en œuvre et maintenance des systèmes
de gestion de la terminologie
Reference number
©
ISO 2012
© ISO 2012
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
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Published in Switzerland
ii © ISO 2012 – All rights reserved
Contents Page
Foreword . vi
Introduction . vii
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
3.1 Resources . 1
3.2 Data categories . 3
3.3 Data modelling . 5
3.4 Applications . 7
4 Terminology management system (TMS) . 7
4.1 General description . 7
4.2 Purchased or self-programmed TMS . 8
4.3 Predefined or freely definable TMS . 8
4.4 Desktop, client-server or Web-based TMS . 8
4.5 Stand-alone, integrated or combined TMS . 8
4.6 Monolingual, bilingual or multilingual TMS . 9
4.7 Database or structured text TMS . 9
4.8 Single-database or multiple-database TMS . 9
5 Project phases . 9
5.1 Overview . 9
5.2 Pre-feasibility study . 10
5.3 Feasibility study . 10
5.4 Use-case analysis . 10
5.5 System requirements . 10
5.6 Cost-effectiveness . 11
5.7 System design . 11
5.8 System development . 11
5.9 System deployment . 11
5.10 System test . 12
5.11 TMS population, use, and maintenance . 12
6 User-centred design . 12
6.1 Basic procedures . 12
6.2 Steps in a user-centred approach . 13
6.3 Identifying the users and their needs . 13
6.4 Identifying the output products . 16
6.5 Performing a task analysis and preparing use cases . 16
6.6 Identifying and prioritizing requirements . 18
6.7 Conducting a competitive evaluation . 19
6.8 Designing and evaluating a prototype . 19
6.9 Adjusting the design to user feedback . 19
6.10 Performing a beta assessment . 19
7 Terminological data categories . 19
7.1 Introduction to data categories . 19
7.2 Principles for selecting and using data categories . 20
7.3 Types of data categories . 23
7.4 Data entry structures . 26
7.5 Selecting data categories . 26
7.6 Translation-specific data categories . 27
7.7 Prescriptive data categories .27
7.8 Workflow-related data categories .27
7.9 Standardized data category names and data category concepts .27
8 Data modelling .28
8.1 The terminological metamodel .28
8.2 Data modelling for concept orientation .29
8.3 Application-oriented approaches .32
8.4 Data modelling examples .33
8.5 Accounting for legacy data .39
9 Implementing the TMS .40
10 Deploying the TMS.41
10.1 Deployment activities .41
10.2 Preparing documentation, help, and educational materials .41
10.3 Providing support and maintenance .42
10.4 Meeting stakeholder dependencies .42
10.5 Announcing and promoting the TMS .42
10.6 Delivering the TMS.42
10.7 Providing training .42
10.8 Measuring user satisfaction .42
11 User interfaces .43
11.1 Designing the user interface .43
11.2 Displaying terminological data categories .43
11.3 Displaying and arranging terminological entries .44
12 Inputting and editing data .47
12.1 Manually inputting data .47
12.2 Importing data .51
12.3 Editing data .52
12.4 Validating data .52
12.5 Automatically generating or modifying data .53
12.6 Adding cross-references .53
12.7 Adding multimedia files .53
13 Search functions .54
13.1 Database search features .54
13.2 Searching for a term .55
13.3 Searching by concept number or characteristics .55
13.4 Complex filtering and searching .56
13.5 Searching in text fields .56
13.6 Brow sing .56
14 Data output .56
14.1 Types of data output .56
14.2 Displaying search results .56
14.3 Sorting .57
14.4 Printouts .58
14.5 Exporting the data to a file .61
14.6 Exporting data for other applications .61
15 Organizing and administering the TMS .61
15.1 Creating a management plan .61
15.2 Importance of data flow management .62
15.3 Changing the data model .62
15.4 Providing for data security .62
15.5 Controlling access .63
15.6 Supporting an interchange format .63
15.7 Staffing the TMS .64
15.8 Controlling costs and managing resources .64
Annex A (informative) Case studies: Data categories and data modelling .66
iv © ISO 2012 – All rights reserved
Bibliography . 69
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International Standards is normally carried out through ISO
technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO 26162 was prepared by Technical Committee ISO/TC 37, Terminology and other language and content
resources, Subcommittee SC 3, Systems to manage terminology, knowledge and content.
vi © ISO 2012 – All rights reserved
Introduction
Terminological data are collected, managed and stored in a wide variety of terminology management
systems (TMSs). TMSs employ a variety of database management systems, ranging from personal computer
applications for individual users to client server applications or Web-based applications operated by major
companies and governmental agencies. Terminological data collections (TDCs) are based on various kinds of
data models and consist of different sets of data categories (Data Category Selections, DCSs). To facilitate
co-operation and to prevent duplication of work, it is important to develop standards and guidelines for
creating and using TDCs as well as for sharing and exchanging data.
ISO/TC 37 has published the following standards in order to facilitate the exchange of terminological data and
to create an integrated approach to be used in analysing an existing TDC and in designing new ones: ISO 704,
ISO 12620, ISO 16642.
Having some acquaintance with these documents before reading this International Standard would be
beneficial.
This International Standard gives guidance on choosing the relevant data categories, as well as designing and
implementing a data model and a user interface for a TMS, taking into account the intended user group. The
guidelines described in this International Standard are indispensable for the successful development of a TMS
and for avoiding costly errors. This International Standard may be used for choosing the appropriate TMS for
a certain purpose.
INTERNATIONAL STANDARD ISO 26162:2012(E)
Systems to manage terminology, knowledge and content —
Design, implementation and maintenance of terminology
management systems
1 Scope
This International Standard specifies criteria for designing, implementing and maintaining terminology
management systems (TMSs).
This International Standard provides information about the rationale for using a TMS, types of users and
users' needs, steps in designing and implementing a TMS, as well as the tasks of organizing and managing a
terminological data collection (TDC). It also provides guidelines for selecting and using data categories for
managing terminology in various environments.
This International Standard is intended for terminologists, software developers and others who are involved in
the process of developing or acquiring a TMS.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 704, Terminology work — Principles and methods
ISO 12620, Terminology and other language and content resources — Specification of data categories and
management of a Data Category Registry for language resources
ISO 16642, Computer applications in terminology — Terminology markup framework
ISO 30042, Systems to manage terminology, knowledge and content — TermBase eXchange (TBX)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1 Resources
3.1.1
terminological resource
terminological data collection
TDC
text or data resource consisting of terminological entries (3.1.4)
NOTE Adapted from ISO 24613:2008.
3.1.2
terminology management system
TMS
software tool specifically designed for collecting, maintaining, and accessing terminological data
3.1.3
terminological database
TDB
termbase
database comprising a terminological resource (3.1.1)
3.1.4
terminological entry
TE
part of a terminological resource (3.1.1) that contains the terminological data related to one concept
NOTE Adapted from ISO 1087-2, 2.22. The abbreviated term has been added.
3.1.5
concept orientation
principle applied to terminology management whereby a terminological entry (3.1.4) describes one and only
one concept or two or more quasi-equivalent concepts (3.1.7)
NOTE A concept-oriented entry can contain multiple terms, which are therefore considered semantically equivalent.
3.1.6
equivalent concept
concept in one language that comprises the same characteristics as that covered by a given concept in
another language
3.1.7
quasi-equivalent concept
nearly equivalent concept
concept in one language that shares most but not all characteristics with a concept in another language, but
that is nevertheless used as an equivalent for that concept in some contexts
3.1.8
entailed term
term used in a text field such as the /definition/ or /context/ that designates a concept that is defined in another
terminological entry (3.1.4) in the same terminological resource (3.1.1)
3.1.9
doublette
terminological entry (3.1.4) that describes the same concept as another entry
NOTE Doublettes are normally detected by TMS by identifying two terms having the same form; however, doublettes
are determined based on identical concepts, not on identical terms. Doublettes should not be confused with homographs.
3.1.10
concept system
set of concepts structured according to the relationships among them
[ISO 1087-1:2000, 3.2.11]
3.1.11
concept diagram
graphic representation of a concept system (3.1.10)
[ISO 1087-1:2000, 3.2.12]
2 © ISO 2012 – All rights reserved
3.1.12
legacy data
terminological data that are available in an existing file or database, and that are considered for importation
into a TMS (3.1.2)
NOTE Legacy data may be in the form of previously used databases, word-processing files, comma-delimited text
files, SGML, HTML, or XML files, and the like. Conversion of such data to a format that will be compatible with a new TMS
can pose serious challenges.
3.1.13
term
word, or several words, that denote a concept
EXAMPLES “Olympics” and “special Olympics” are two terms in the field of sports.
NOTE 1 When the word or words can denote more than one concept, each word/concept pair is a separate term. For
example, “port” (shelter for boats) and “port” (computer connection point) are two different terms.
NOTE 2 In terminology theory, terms denote concepts in specific subject fields, and words from the general lexicon are
not considered to be terms. In a TDC, however, words from the general lexicon are sometimes recorded in terminological
entries, where they are still referred to as “terms”.
3.2 Data categories
3.2.1
data category
result of the specification of a data field
[ISO 1087-2:2000, 6.14]
3.2.2
data element
unit of data that, in a certain context, is considered indivisible
[ISO 1087-2:2000, 6.11]
3.2.3
data granularity
degree of precision of data
NOTE For example, the set of individual data categories (3.2.1) /part of speech/, /grammatical gender/, and
/grammatical number/ provides for greater data granularity than does the single data category /grammar/.
3.2.4
data elementarity
principle whereby a single data field shall contain only one item of information
NOTE For example, including both a full form and an abbreviation in the same field would be a violation of the
principle of data elementarity.
3.2.5
term autonomy
principle whereby all terms in a terminological entry (3.1.4) can be described by using the same set of data
categories (3.2.1)
3.2.6
Data Category Registry
DCR
set of standardized data categories (3.2.1) to be used as a reference for the definition of linguistic annotation
schemes or any other formats in the domain of language resources
[ISO 12620:2009, 3.2.1]
NOTE The ISO/TC 37 DCR contains data category specifications (3.2.7), which include historical, descriptive, and
administrative information and other metadata.
3.2.7
data category specification
set of attributes used to fully describe a given data category (3.2.1)
[ISO 12620:2009, 3.2.2]
NOTE The abbreviation DCS refers to Data Category Selection (3.2.8).
3.2.8
Data Category Selection
DCS
set of data categories (3.2.1) selected from the Data Category Registry (3.2.6)
[ISO 12620:2009, 3.2.3]
3.2.9
complex data category
data category (3.2.1) that has a conceptual domain (3.2.11)
[ISO 12620:2009, 3.1.7]
3.2.10
open data category
complex data category (3.2.9) whose conceptual domain (3.2.11) is not restricted to an enumerated set of
values
[ISO 12620:2009, 3.1.8]
3.2.11
conceptual domain
set of valid value meanings (3.2.14)
NOTE 1 Based on ISO/IEC 11179-1:2004, 3.3.6.
NOTE 2 The value meanings in a conceptual domain may be enumerated, further specified by additional constraints or
expressed via a description. For instance, the data category (3.2.1) /term/ is described by its definition and thus
constrained from properly containing, for example, contextual information or grammatical information, but it would be
impossible to enumerate all values associated with this data category.
3.2.12
closed data category
complex data category (3.2.9) whose conceptual domain (3.2.11) is restricted to a set of identified simple
data categories (3.2.13)
[ISO 12620:2009, 3.1.13]
3.2.13
simple data category
data category (3.2.1) with no conceptual domain (3.2.11)
[ISO 12620:2009, 3.1.12]
3.2.14
value meaning
meaning or semantic content of a value
[ISO/IEC 11179-1:2004, 3.3.39]
4 © ISO 2012 – All rights reserved
NOTE ISO/TC 37 treats enumerated values as simple data categories, that is, as data categories in their own right.
The meaning of a value is always viewed in the context of the overall value domain and the closed data category with
which it is associated, and is not just a property of the domain value itself.
3.2.15
value domain
set of permissible values (3.2.16)
[ISO/IEC 11179-1:2004, 3.3.38]
3.2.16
permissible value
expression of a value meaning (3.2.14) allowed in a specific value domain (3.2.15)
[ISO/IEC 11179-1:2004, 3.3.28]
3.2.17
thematic domain
class of applications identified by the similarity of the data structures they need to manipulate
[ISO 12620:2009, 3.4.3]
EXAMPLES Terminology, lexicography, morphosyntactic annotation.
3.2.18
thematic domain profile
profile
representation within a data category specification (3.2.7) of the thematic domain (3.2.17) with which a
data category (3.2.1) is associated
[ISO 12620:2009, 3.4.4]
NOTE A data category may have several thematic domain profiles, indicating that it is used by several thematic
domains.
3.3 Data modelling
3.3.1
data model
graphical and/or lexical representation of data, specifying their properties, structure and inter-relationships
[ISO/IEC 11179-1:2004, 3.2.7]
3.3.2
data modelling
process of structuring and organizing data, typically for implementation in a database management system
3.3.3
data modelling variance
variation in the assignment of data categories (3.2.1) to data models as a result of differences in philosophy
with respect to the ordering of information in the terminological entry (3.1.4)
3.3.4
metamodel
data model (3.3.1) that specifies one or more other data models
[ISO/IEC 11179-1:2004, 3.2.20]
3.3.5
metadata
data that define and describe other data
[ISO/IEC 11179-1:2004, 3.2.16]
3.3.6
global information
GI
technical and administrative information applying to a complete data collection
[ISO 16642:2003, 3.7]
EXAMPLE Title of the data collection, revision history.
3.3.7
complementary information
CI
information supplementary to that described in terminological entries (3.1.4) and shared across the
terminological data collection (3.1.1)
[ISO 16642:2003, 3.1]
EXAMPLE Domain hierarchies, institution descriptions and bibliographical references are typical examples of
complementary information.
3.3.8
shared resource
information object that can be accessed from any of the terminological or lexicographical entries in a
terminological or lexicographical resource
EXAMPLE Shared resources typically include bibliographical entries, responsibility entries, namespace identifiers,
frequently referenced textual material, geographical location lists, and external files, such as graphics or audio files.
3.3.9
language section
LS
part of a terminological entry (3.1.4) containing information related to one language
[ISO 16642:2003, 3.9]
3.3.10
term section
TS
part of a language section (3.3.9) containing information about a term (3.1.13)
[ISO 16642:2003, 3.15]
3.3.11
class
object class
UML description of a set of objects that share the same members
3.3.12
multiplicity
number of instances of one class (3.3.11) linked to one instance of another class in a relationship set
NOTE For instance, an origination date may be the same for many terminological entries, but one terminological
entry can only have one origination date.
6 © ISO 2012 – All rights reserved
3.4 Applications
3.4.1
language planning
deliberate efforts to influence human behaviour with respect to the acquisition, structure, or functional
allocation of language
EXAMPLE Language planning can include the standardization of spelling and grammatical rules, the specification of
official national languages, efforts to create viable neologisms designed to increase the capacity of a language as a
vehicle for scientific and commercial communication, and measures designed to protect the language from foreign
influences.
3.4.2
descriptive terminology
approach for managing terminology that documents the way that terms (3.1.13) are used in contexts without
indicating preferred usage
3.4.3
prescriptive terminology
approach for managing terminology that indicates preferred usage
3.4.4
normative terminology
approach for managing terminology that is used in standards work or governmental regulation
3.4.5
translation editor
software that supports the process of creating and revising translations
3.4.6
controlled authoring
authoring that uses limited vocabulary and textual complexity to produce clear documents
3.4.7
localization
l10n
process of taking a product and making it linguistically and culturally appropriate to the target locale
(country/region and language) where it will be used and sold
[Localization Industry Standards Association]
4 Terminology management system (TMS)
4.1 General description
A TMS is a software tool specifically designed to collect, maintain, and access terminological data. It is used
by translators, terminologists, technical writers, and various other users. TMSs shall be based on the principles
for terminology work set down in ISO 704, which means that the terminological resources that are created by
using a TMS contain terminological entries designed to document concepts and all the terms (synonyms and
equivalents in other languages) that denote those concepts.
TMSs are typically used to elaborate, maintain and disseminate TDCs in a variety of organizational
environments, including national bodies, government agencies, interest groups, companies, and individuals.
Depending on the organizational framework, the TMS will need to support a variety of necessary features,
different tasks and potential users.
When planning a software application for terminology management, it is important to consider the different
possible types or categories of TMS.
4.2 Purchased or self-programmed TMS
There is a variety of terminology management tools on the software market; most of the software is
commercial, but an increasing array of freeware or open-source software is available for terminology
management. If the organizational, functional and methodological needs of the respective application
environment are met by the system, it can be used off the shelf. However, in many cases, a customer-specific
adaptation and adjustment is necessary. If the commercial software cannot be tailored to specific, identified
needs, a TMS will have to be developed in-house. Costs, maintenance, support and interoperability are
important parameters to be considered when deciding between buying or leasing a TMS, and developing one
in-house.
4.3 Predefined or freely definable TMS
Commercial TMSs can have predefined or freely definable data modelling structures. A TMS with a fixed set
of data categories, a defined set of languages and/or an unchangeable data model shall only be used if the
setting corresponds exactly with the needs of the organizational environment in which the TMS will be applied.
A TMS with a freely definable structure allows users to define their own data categories and their own entry
structures so that the software can be adapted to suit users' specific terminological needs and can be
modified as future requirements change.
4.4 Desktop, client-server or Web-based TMS
The simplest TMSs are installed on a local computer for a single individual. Sometimes the underlying
database files are stored on a LAN computer and can be shared by multiple desktop clients. In large
organizations with many users (and different roles), only a TMS with client-server architecture can serve the
needs of the organization. These TMSs require a client installation on each local desktop and a server
software installation handling the simultaneous access of different clients (with different tasks).
If multiple users all over the world are to have access to the terminological data, the only viable solution is a
Web-based TMS; users do not have to install software specific to the TMS on their local computers because a
standard Web browser will allow all operations with the TMS. When opting for a Web-based TMS, designers
also have to decide whether to host their own server or to utilize a third-party TMS, for instance choosing
between services offered by major TMS software suppliers or free, Web-resident collaborative environments.
Before opting to outsource the hosting function, they should carefully weigh factors such as cost, host
expertise, and reliable data accessibility, as well as data security and confidentiality.
4.5 Stand-alone, integrated or combined TMS
A stand-alone TMS is an autonomous software package designed for managing terminology independently of
any other application. Integrating the terminology from a stand-alone TMS into other applications, such as
controlled authoring tools or Computer Assisted Translation (CAT) tools, usually requires terminology to be
exported from the TMS and imported into the other application. Sometimes the integration can be realized by
developing specific plug-ins for each application in which the terminology is required. Because they are not
tied to a specific software application, these types of TMS typically offer more flexibility in terms of the
adaptability of the data for various applications.
An integrated TMS is one that comprises a set of terminology management functions directly within another
software application, such as in a CAT tool. In order to use an integrated TMS, the user has to install and use
the TMS package in conjunction with a seamlessly interoperable suite of software. These types of TMS are
designed to offer the functions and features specifically required by the software of which they are a part, but,
as a consequence, they might neglect to include features required for other applications. For instance, a TMS
integrated into a controlled authoring application will contain functions and data types required for controlled
authoring, but it would probably lack features required for the translation process.
8 © ISO 2012 – All rights reserved
4.6 Monolingual, bilingual or multilingual TMS
Monolingual TMSs are generally used by authors and readers who are probably not involved in translation or
multilingual document production. A bilingual TMS can feature simple term or word pairs, sometimes using a
lexicographical approach, where Term A is represented as equal to Term B, without reference to any subject
field, definition or context. They may also respect concept orientation, where the terms listed in the two
languages pertain specifically to a single concept, and if a term is attributed to more than one concept, then
each concept is recorded in a separate entry. A multilingual TMS is usually concept-oriented because of the
difficulties involved in managing multiple meanings across multiple languages; some of these TMSs also allow
for a bilingual view, for instance for use in translation environments.
4.7 Database or structured text TMS
Since a TMS has to maintain a huge amount of data, a database engine is usually running in the background.
A relational database is the ideal architecture for handling typical terminological requirements such as many
terms in many languages, multiple data categories, and (unlimited) repeatability of specific types of
terminological information. A structured text-oriented TMS also meets many of the typical terminological
requirements by tagging the different types of data, such as in XML.
4.8 Single-database or multiple-database TMS
A TMS can store all terminological entries in one single database. Different subject fields, processing stages,
customers and other types of information can be classified by attributes, and filters can be used to create a
virtual subset of the database. Other TMSs store the terminological data in different physical databases, such
as for different subject fields or different customers. Either the user has to select one of the databases before
searching and editing, or the software allows for a simultaneous search and access to all databases,
sometimes with a definable hierarchy specifying which database will be consulted first. A special case of the
latter is a federated TMS that collects the data from different external databases, potentially with different data
structures.
5 Project phases
5.1 Overview
As described in 4.2, for some purposes it may be possible to buy or otherwise utilize a TMS; however, in other
cases, it may be necessary to develop a new TMS. The process of implementing a TMS, whether it is a third-
party or a proprietary solution, comprises some or all of the phases listed below. Some projects, especially
agile development projects which may also involve end users, require an iterative process where several
phases are repeated until the desired outcome is achieved.
Conduct a pre-feasibility study (see 5.2).
Conduct a feasibility study (see 5.3).
Conduct a use-case analysis (see 5.4).
Establish system requirements (see 5.5).
Analyse cost-effectiveness (see 5.6).
Design the TMS (see 5.7).
Develop the TMS (see 5.8).
Deploy the TMS (see 5.9).
Test the TMS (see 5.10).
Populate, use and maintain the TMS (see 5.11).
A detailed work and time schedule should be established to set deadlines and distribute the tasks to the
personnel involved. Intermediate reports should document the results. The schedule should clearly indicate
when decisions will be made to proceed with the project (so-called go/no-go decision) and whether to build a
new TMS, buy or opt for an existing TMS, or modify an existing TMS. These decisions may recur at different
stages in the process as the requirements are prioritized.
The phases described in this clause can be adjusted according to the scope of the project and the type of
organization involved (commercial enterprises, government agencies, educational institutions, translation
agencies, and so forth).
5.2 Pre-feasibility study
The pre-feasibility study defines the scope of the project and determines which user groups, organizational
units and systems should be involved. Stakeholders and users can include people with specific roles in the
organization (writers, translators, and so forth), organizational entities such as publishing departments and
translation services, business partners and vendors, and customers. But they can also include persons
responsible for related software and systems such as file handling systems, workflow systems, translation
software, and content authoring tools.
There may be a decision to deliberately exclude units or parts of the process defined here or to postpone
them to a later stage of the project. The pre-feasibility study also provides an initial description of the process
of creating the TMS. It justifies the need for introducing a TMS, including identifying any alternatives, and
determines the basic requirements of the potential users. The organizational environment required to
implement and operate the TMS should be discussed.
5.3 Feasibility study
A feasibility study includes a more refined outline of the tasks to be performed and the personnel and financial
resources necessary to establish and operate the TMS. The feasibility study should also consider the
technical and organizational integration of the TMS into the overall information management environment of
the organization. The feasibility study should enable a final decision to be made on whether or not the TMS
shall be implemented.
5.4 Use-case analysis
Conducting a use-case analysis is essential for ensuring that the TMS will meet the needs of the target user
group. This phase is described in 6.3.
5.5 System requirements
During this phase, the specific requirements for the projected TMS are identified based on feedback from
direct users and other stakeholders. Software feature specifications are then defined to fulfil those
requirements. The hardware and software components are chosen according to the prerequisites outlined in
the software featu
...
SLOVENSKI STANDARD
01-julij-2013
Sistemi za upravljanje terminologije, znanja in vsebine - Zasnova, implementacija
in vzdrževanje sistemov za upravljanje s terminologijo
Systems to manage terminology, knowledge and content -- Design, implementation and
maintenance of terminology management systems
Systèmes de gestion de la terminologie, de la connaissance et du contenu --
Conception, mise en oeuvre et maintenance des systèmes de gestion de la terminologie
Ta slovenski standard je istoveten z: ISO 26162:2012
ICS:
01.020 7HUPLQRORJLMDQDþHODLQ Terminology (principles and
NRRUGLQDFLMD coordination)
35.240.30 Uporabniške rešitve IT v IT applications in information,
informatiki, dokumentiranju in documentation and
založništvu publishing
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
INTERNATIONAL ISO
STANDARD 26162
First edition
2012-08-15
Systems to manage terminology,
knowledge and content — Design,
implementation and maintenance of
terminology management systems
Systèmes de gestion de la terminologie, de la connaissance et du
contenu — Conception, mise en œuvre et maintenance des systèmes
de gestion de la terminologie
Reference number
©
ISO 2012
© ISO 2012
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2012 – All rights reserved
Contents Page
Foreword . vi
Introduction . vii
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
3.1 Resources . 1
3.2 Data categories . 3
3.3 Data modelling . 5
3.4 Applications . 7
4 Terminology management system (TMS) . 7
4.1 General description . 7
4.2 Purchased or self-programmed TMS . 8
4.3 Predefined or freely definable TMS . 8
4.4 Desktop, client-server or Web-based TMS . 8
4.5 Stand-alone, integrated or combined TMS . 8
4.6 Monolingual, bilingual or multilingual TMS . 9
4.7 Database or structured text TMS . 9
4.8 Single-database or multiple-database TMS . 9
5 Project phases . 9
5.1 Overview . 9
5.2 Pre-feasibility study . 10
5.3 Feasibility study . 10
5.4 Use-case analysis . 10
5.5 System requirements . 10
5.6 Cost-effectiveness . 11
5.7 System design . 11
5.8 System development . 11
5.9 System deployment . 11
5.10 System test . 12
5.11 TMS population, use, and maintenance . 12
6 User-centred design . 12
6.1 Basic procedures . 12
6.2 Steps in a user-centred approach . 13
6.3 Identifying the users and their needs . 13
6.4 Identifying the output products . 16
6.5 Performing a task analysis and preparing use cases . 16
6.6 Identifying and prioritizing requirements . 18
6.7 Conducting a competitive evaluation . 19
6.8 Designing and evaluating a prototype . 19
6.9 Adjusting the design to user feedback . 19
6.10 Performing a beta assessment . 19
7 Terminological data categories . 19
7.1 Introduction to data categories . 19
7.2 Principles for selecting and using data categories . 20
7.3 Types of data categories . 23
7.4 Data entry structures . 26
7.5 Selecting data categories . 26
7.6 Translation-specific data categories . 27
7.7 Prescriptive data categories .27
7.8 Workflow-related data categories .27
7.9 Standardized data category names and data category concepts .27
8 Data modelling .28
8.1 The terminological metamodel .28
8.2 Data modelling for concept orientation .29
8.3 Application-oriented approaches .32
8.4 Data modelling examples .33
8.5 Accounting for legacy data .39
9 Implementing the TMS .40
10 Deploying the TMS.41
10.1 Deployment activities .41
10.2 Preparing documentation, help, and educational materials .41
10.3 Providing support and maintenance .42
10.4 Meeting stakeholder dependencies .42
10.5 Announcing and promoting the TMS .42
10.6 Delivering the TMS.42
10.7 Providing training .42
10.8 Measuring user satisfaction .42
11 User interfaces .43
11.1 Designing the user interface .43
11.2 Displaying terminological data categories .43
11.3 Displaying and arranging terminological entries .44
12 Inputting and editing data .47
12.1 Manually inputting data .47
12.2 Importing data .51
12.3 Editing data .52
12.4 Validating data .52
12.5 Automatically generating or modifying data .53
12.6 Adding cross-references .53
12.7 Adding multimedia files .53
13 Search functions .54
13.1 Database search features .54
13.2 Searching for a term .55
13.3 Searching by concept number or characteristics .55
13.4 Complex filtering and searching .56
13.5 Searching in text fields .56
13.6 Brow sing .56
14 Data output .56
14.1 Types of data output .56
14.2 Displaying search results .56
14.3 Sorting .57
14.4 Printouts .58
14.5 Exporting the data to a file .61
14.6 Exporting data for other applications .61
15 Organizing and administering the TMS .61
15.1 Creating a management plan .61
15.2 Importance of data flow management .62
15.3 Changing the data model .62
15.4 Providing for data security .62
15.5 Controlling access .63
15.6 Supporting an interchange format .63
15.7 Staffing the TMS .64
15.8 Controlling costs and managing resources .64
Annex A (informative) Case studies: Data categories and data modelling .66
iv © ISO 2012 – All rights reserved
Bibliography . 69
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International Standards is normally carried out through ISO
technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO 26162 was prepared by Technical Committee ISO/TC 37, Terminology and other language and content
resources, Subcommittee SC 3, Systems to manage terminology, knowledge and content.
vi © ISO 2012 – All rights reserved
Introduction
Terminological data are collected, managed and stored in a wide variety of terminology management
systems (TMSs). TMSs employ a variety of database management systems, ranging from personal computer
applications for individual users to client server applications or Web-based applications operated by major
companies and governmental agencies. Terminological data collections (TDCs) are based on various kinds of
data models and consist of different sets of data categories (Data Category Selections, DCSs). To facilitate
co-operation and to prevent duplication of work, it is important to develop standards and guidelines for
creating and using TDCs as well as for sharing and exchanging data.
ISO/TC 37 has published the following standards in order to facilitate the exchange of terminological data and
to create an integrated approach to be used in analysing an existing TDC and in designing new ones: ISO 704,
ISO 12620, ISO 16642.
Having some acquaintance with these documents before reading this International Standard would be
beneficial.
This International Standard gives guidance on choosing the relevant data categories, as well as designing and
implementing a data model and a user interface for a TMS, taking into account the intended user group. The
guidelines described in this International Standard are indispensable for the successful development of a TMS
and for avoiding costly errors. This International Standard may be used for choosing the appropriate TMS for
a certain purpose.
INTERNATIONAL STANDARD ISO 26162:2012(E)
Systems to manage terminology, knowledge and content —
Design, implementation and maintenance of terminology
management systems
1 Scope
This International Standard specifies criteria for designing, implementing and maintaining terminology
management systems (TMSs).
This International Standard provides information about the rationale for using a TMS, types of users and
users' needs, steps in designing and implementing a TMS, as well as the tasks of organizing and managing a
terminological data collection (TDC). It also provides guidelines for selecting and using data categories for
managing terminology in various environments.
This International Standard is intended for terminologists, software developers and others who are involved in
the process of developing or acquiring a TMS.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 704, Terminology work — Principles and methods
ISO 12620, Terminology and other language and content resources — Specification of data categories and
management of a Data Category Registry for language resources
ISO 16642, Computer applications in terminology — Terminology markup framework
ISO 30042, Systems to manage terminology, knowledge and content — TermBase eXchange (TBX)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1 Resources
3.1.1
terminological resource
terminological data collection
TDC
text or data resource consisting of terminological entries (3.1.4)
NOTE Adapted from ISO 24613:2008.
3.1.2
terminology management system
TMS
software tool specifically designed for collecting, maintaining, and accessing terminological data
3.1.3
terminological database
TDB
termbase
database comprising a terminological resource (3.1.1)
3.1.4
terminological entry
TE
part of a terminological resource (3.1.1) that contains the terminological data related to one concept
NOTE Adapted from ISO 1087-2, 2.22. The abbreviated term has been added.
3.1.5
concept orientation
principle applied to terminology management whereby a terminological entry (3.1.4) describes one and only
one concept or two or more quasi-equivalent concepts (3.1.7)
NOTE A concept-oriented entry can contain multiple terms, which are therefore considered semantically equivalent.
3.1.6
equivalent concept
concept in one language that comprises the same characteristics as that covered by a given concept in
another language
3.1.7
quasi-equivalent concept
nearly equivalent concept
concept in one language that shares most but not all characteristics with a concept in another language, but
that is nevertheless used as an equivalent for that concept in some contexts
3.1.8
entailed term
term used in a text field such as the /definition/ or /context/ that designates a concept that is defined in another
terminological entry (3.1.4) in the same terminological resource (3.1.1)
3.1.9
doublette
terminological entry (3.1.4) that describes the same concept as another entry
NOTE Doublettes are normally detected by TMS by identifying two terms having the same form; however, doublettes
are determined based on identical concepts, not on identical terms. Doublettes should not be confused with homographs.
3.1.10
concept system
set of concepts structured according to the relationships among them
[ISO 1087-1:2000, 3.2.11]
3.1.11
concept diagram
graphic representation of a concept system (3.1.10)
[ISO 1087-1:2000, 3.2.12]
2 © ISO 2012 – All rights reserved
3.1.12
legacy data
terminological data that are available in an existing file or database, and that are considered for importation
into a TMS (3.1.2)
NOTE Legacy data may be in the form of previously used databases, word-processing files, comma-delimited text
files, SGML, HTML, or XML files, and the like. Conversion of such data to a format that will be compatible with a new TMS
can pose serious challenges.
3.1.13
term
word, or several words, that denote a concept
EXAMPLES “Olympics” and “special Olympics” are two terms in the field of sports.
NOTE 1 When the word or words can denote more than one concept, each word/concept pair is a separate term. For
example, “port” (shelter for boats) and “port” (computer connection point) are two different terms.
NOTE 2 In terminology theory, terms denote concepts in specific subject fields, and words from the general lexicon are
not considered to be terms. In a TDC, however, words from the general lexicon are sometimes recorded in terminological
entries, where they are still referred to as “terms”.
3.2 Data categories
3.2.1
data category
result of the specification of a data field
[ISO 1087-2:2000, 6.14]
3.2.2
data element
unit of data that, in a certain context, is considered indivisible
[ISO 1087-2:2000, 6.11]
3.2.3
data granularity
degree of precision of data
NOTE For example, the set of individual data categories (3.2.1) /part of speech/, /grammatical gender/, and
/grammatical number/ provides for greater data granularity than does the single data category /grammar/.
3.2.4
data elementarity
principle whereby a single data field shall contain only one item of information
NOTE For example, including both a full form and an abbreviation in the same field would be a violation of the
principle of data elementarity.
3.2.5
term autonomy
principle whereby all terms in a terminological entry (3.1.4) can be described by using the same set of data
categories (3.2.1)
3.2.6
Data Category Registry
DCR
set of standardized data categories (3.2.1) to be used as a reference for the definition of linguistic annotation
schemes or any other formats in the domain of language resources
[ISO 12620:2009, 3.2.1]
NOTE The ISO/TC 37 DCR contains data category specifications (3.2.7), which include historical, descriptive, and
administrative information and other metadata.
3.2.7
data category specification
set of attributes used to fully describe a given data category (3.2.1)
[ISO 12620:2009, 3.2.2]
NOTE The abbreviation DCS refers to Data Category Selection (3.2.8).
3.2.8
Data Category Selection
DCS
set of data categories (3.2.1) selected from the Data Category Registry (3.2.6)
[ISO 12620:2009, 3.2.3]
3.2.9
complex data category
data category (3.2.1) that has a conceptual domain (3.2.11)
[ISO 12620:2009, 3.1.7]
3.2.10
open data category
complex data category (3.2.9) whose conceptual domain (3.2.11) is not restricted to an enumerated set of
values
[ISO 12620:2009, 3.1.8]
3.2.11
conceptual domain
set of valid value meanings (3.2.14)
NOTE 1 Based on ISO/IEC 11179-1:2004, 3.3.6.
NOTE 2 The value meanings in a conceptual domain may be enumerated, further specified by additional constraints or
expressed via a description. For instance, the data category (3.2.1) /term/ is described by its definition and thus
constrained from properly containing, for example, contextual information or grammatical information, but it would be
impossible to enumerate all values associated with this data category.
3.2.12
closed data category
complex data category (3.2.9) whose conceptual domain (3.2.11) is restricted to a set of identified simple
data categories (3.2.13)
[ISO 12620:2009, 3.1.13]
3.2.13
simple data category
data category (3.2.1) with no conceptual domain (3.2.11)
[ISO 12620:2009, 3.1.12]
3.2.14
value meaning
meaning or semantic content of a value
[ISO/IEC 11179-1:2004, 3.3.39]
4 © ISO 2012 – All rights reserved
NOTE ISO/TC 37 treats enumerated values as simple data categories, that is, as data categories in their own right.
The meaning of a value is always viewed in the context of the overall value domain and the closed data category with
which it is associated, and is not just a property of the domain value itself.
3.2.15
value domain
set of permissible values (3.2.16)
[ISO/IEC 11179-1:2004, 3.3.38]
3.2.16
permissible value
expression of a value meaning (3.2.14) allowed in a specific value domain (3.2.15)
[ISO/IEC 11179-1:2004, 3.3.28]
3.2.17
thematic domain
class of applications identified by the similarity of the data structures they need to manipulate
[ISO 12620:2009, 3.4.3]
EXAMPLES Terminology, lexicography, morphosyntactic annotation.
3.2.18
thematic domain profile
profile
representation within a data category specification (3.2.7) of the thematic domain (3.2.17) with which a
data category (3.2.1) is associated
[ISO 12620:2009, 3.4.4]
NOTE A data category may have several thematic domain profiles, indicating that it is used by several thematic
domains.
3.3 Data modelling
3.3.1
data model
graphical and/or lexical representation of data, specifying their properties, structure and inter-relationships
[ISO/IEC 11179-1:2004, 3.2.7]
3.3.2
data modelling
process of structuring and organizing data, typically for implementation in a database management system
3.3.3
data modelling variance
variation in the assignment of data categories (3.2.1) to data models as a result of differences in philosophy
with respect to the ordering of information in the terminological entry (3.1.4)
3.3.4
metamodel
data model (3.3.1) that specifies one or more other data models
[ISO/IEC 11179-1:2004, 3.2.20]
3.3.5
metadata
data that define and describe other data
[ISO/IEC 11179-1:2004, 3.2.16]
3.3.6
global information
GI
technical and administrative information applying to a complete data collection
[ISO 16642:2003, 3.7]
EXAMPLE Title of the data collection, revision history.
3.3.7
complementary information
CI
information supplementary to that described in terminological entries (3.1.4) and shared across the
terminological data collection (3.1.1)
[ISO 16642:2003, 3.1]
EXAMPLE Domain hierarchies, institution descriptions and bibliographical references are typical examples of
complementary information.
3.3.8
shared resource
information object that can be accessed from any of the terminological or lexicographical entries in a
terminological or lexicographical resource
EXAMPLE Shared resources typically include bibliographical entries, responsibility entries, namespace identifiers,
frequently referenced textual material, geographical location lists, and external files, such as graphics or audio files.
3.3.9
language section
LS
part of a terminological entry (3.1.4) containing information related to one language
[ISO 16642:2003, 3.9]
3.3.10
term section
TS
part of a language section (3.3.9) containing information about a term (3.1.13)
[ISO 16642:2003, 3.15]
3.3.11
class
object class
UML description of a set of objects that share the same members
3.3.12
multiplicity
number of instances of one class (3.3.11) linked to one instance of another class in a relationship set
NOTE For instance, an origination date may be the same for many terminological entries, but one terminological
entry can only have one origination date.
6 © ISO 2012 – All rights reserved
3.4 Applications
3.4.1
language planning
deliberate efforts to influence human behaviour with respect to the acquisition, structure, or functional
allocation of language
EXAMPLE Language planning can include the standardization of spelling and grammatical rules, the specification of
official national languages, efforts to create viable neologisms designed to increase the capacity of a language as a
vehicle for scientific and commercial communication, and measures designed to protect the language from foreign
influences.
3.4.2
descriptive terminology
approach for managing terminology that documents the way that terms (3.1.13) are used in contexts without
indicating preferred usage
3.4.3
prescriptive terminology
approach for managing terminology that indicates preferred usage
3.4.4
normative terminology
approach for managing terminology that is used in standards work or governmental regulation
3.4.5
translation editor
software that supports the process of creating and revising translations
3.4.6
controlled authoring
authoring that uses limited vocabulary and textual complexity to produce clear documents
3.4.7
localization
l10n
process of taking a product and making it linguistically and culturally appropriate to the target locale
(country/region and language) where it will be used and sold
[Localization Industry Standards Association]
4 Terminology management system (TMS)
4.1 General description
A TMS is a software tool specifically designed to collect, maintain, and access terminological data. It is used
by translators, terminologists, technical writers, and various other users. TMSs shall be based on the principles
for terminology work set down in ISO 704, which means that the terminological resources that are created by
using a TMS contain terminological entries designed to document concepts and all the terms (synonyms and
equivalents in other languages) that denote those concepts.
TMSs are typically used to elaborate, maintain and disseminate TDCs in a variety of organizational
environments, including national bodies, government agencies, interest groups, companies, and individuals.
Depending on the organizational framework, the TMS will need to support a variety of necessary features,
different tasks and potential users.
When planning a software application for terminology management, it is important to consider the different
possible types or categories of TMS.
4.2 Purchased or self-programmed TMS
There is a variety of terminology management tools on the software market; most of the software is
commercial, but an increasing array of freeware or open-source software is available for terminology
management. If the organizational, functional and methodological needs of the respective application
environment are met by the system, it can be used off the shelf. However, in many cases, a customer-specific
adaptation and adjustment is necessary. If the commercial software cannot be tailored to specific, identified
needs, a TMS will have to be developed in-house. Costs, maintenance, support and interoperability are
important parameters to be considered when deciding between buying or leasing a TMS, and developing one
in-house.
4.3 Predefined or freely definable TMS
Commercial TMSs can have predefined or freely definable data modelling structures. A TMS with a fixed set
of data categories, a defined set of languages and/or an unchangeable data model shall only be used if the
setting corresponds exactly with the needs of the organizational environment in which the TMS will be applied.
A TMS with a freely definable structure allows users to define their own data categories and their own entry
structures so that the software can be adapted to suit users' specific terminological needs and can be
modified as future requirements change.
4.4 Desktop, client-server or Web-based TMS
The simplest TMSs are installed on a local computer for a single individual. Sometimes the underlying
database files are stored on a LAN computer and can be shared by multiple desktop clients. In large
organizations with many users (and different roles), only a TMS with client-server architecture can serve the
needs of the organization. These TMSs require a client installation on each local desktop and a server
software installation handling the simultaneous access of different clients (with different tasks).
If multiple users all over the world are to have access to the terminological data, the only viable solution is a
Web-based TMS; users do not have to install software specific to the TMS on their local computers because a
standard Web browser will allow all operations with the TMS. When opting for a Web-based TMS, designers
also have to decide whether to host their own server or to utilize a third-party TMS, for instance choosing
between services offered by major TMS software suppliers or free, Web-resident collaborative environments.
Before opting to outsource the hosting function, they should carefully weigh factors such as cost, host
expertise, and reliable data accessibility, as well as data security and confidentiality.
4.5 Stand-alone, integrated or combined TMS
A stand-alone TMS is an autonomous software package designed for managing terminology independently of
any other application. Integrating the terminology from a stand-alone TMS into other applications, such as
controlled authoring tools or Computer Assisted Translation (CAT) tools, usually requires terminology to be
exported from the TMS and imported into the other application. Sometimes the integration can be realized by
developing specific plug-ins for each application in which the terminology is required. Because they are not
tied to a specific software application, these types of TMS typically offer more flexibility in terms of the
adaptability of the data for various applications.
An integrated TMS is one that comprises a set of terminology management functions directly within another
software application, such as in a CAT tool. In order to use an integrated TMS, the user has to install and use
the TMS package in conjunction with a seamlessly interoperable suite of software. These types of TMS are
designed to offer the functions and features specifically required by the software of which they are a part, but,
as a consequence, they might neglect to include features required for other applications. For instance, a TMS
integrated into a controlled authoring application will contain functions and data types required for controlled
authoring, but it would probably lack features required for the translation process.
8 © ISO 2012 – All rights reserved
4.6 Monolingual, bilingual or multilingual TMS
Monolingual TMSs are generally used by authors and readers who are probably not involved in translation or
multilingual document production. A bilingual TMS can feature simple term or word pairs, sometimes using a
lexicographical approach, where Term A is represented as equal to Term B, without reference to any subject
field, definition or context. They may also respect concept orientation, where the terms listed in the two
languages pertain specifically to a single concept, and if a term is attributed to more than one concept, then
each concept is recorded in a separate entry. A multilingual TMS is usually concept-oriented because of the
difficulties involved in managing multiple meanings across multiple languages; some of these TMSs also allow
for a bilingual view, for instance for use in translation environments.
4.7 Database or structured text TMS
Since a TMS has to maintain a huge amount of data, a database engine is usually running in the background.
A relational database is the ideal architecture for handling typical terminological requirements such as many
terms in many languages, multiple data categories, and (unlimited) repeatability of specific types of
terminological information. A structured text-oriented TMS also meets many of the typical terminological
requirements by tagging the different types of data, such as in XML.
4.8 Single-database or multiple-database TMS
A TMS can store all terminological entries in one single database. Different subject fields, processing stages,
customers and other types of information can be classified by attributes, and filters can be used to create a
virtual subset of the database. Other TMSs store the terminological data in different physical databases, such
as for different subject fields or different customers. Either the user has to select one of the databases before
searching and editing, or the software allows for a simultaneous search and access to all databases,
sometimes with a definable hierarchy specifying which database will be consulted first. A special case of the
latter is a federated TMS that collects the data from different external databases, potentially with different data
structures.
5 Project phases
5.1 Overview
As described in 4.2, for some purposes it may be possible to buy or otherwise utilize a TMS; however, in other
cases, it may be necessary to develop a new TMS. The process of implementing a TMS, whether it is a third-
party or a proprietary solution, comprises some or all of the phases listed below. Some projects, especially
agile development projects which may also involve end users, require an iterative process where several
phases are repeated until the desired outcome is achieved.
Conduct a pre-feasibility study (see 5.2).
Conduct a feasibility study (see 5.3).
Conduct a use-case analysis (see 5.4).
Establish system requirements (see 5.5).
Analyse cost-effectiveness (see 5.6).
Design the TMS (see 5.7).
Develop the TMS (see 5.8).
Deploy the TMS (see 5.9).
Test the TMS (see 5.10).
Populate, use and maintain the TMS (see 5.11).
A detailed work and time schedule should be established to set deadlines and distribute the tasks to the
personnel involved. Intermediate reports should document the results. The schedule should clearly indicate
when decisions will be made to proceed with the project (so-called go/no-go decision) and whether to build a
new TMS, buy or opt for an existing TMS, or modify an existing TMS. These decisions may recur at different
stages in the process as the requirements are prioritized.
The phases described in this clause can be adjusted according to the scope of the project and the type of
organization involved (commercial enterprises, government agencies, educational institutions, translation
agencies, and so forth).
5.2 Pre-feasibility study
The pre-feasibility study defines the scope of the project and determines which user groups, organizational
units and systems should be involved. Stakeholders and users can include people with specific roles in the
organization (writers, translators, and so forth), organizational entities such as publishing departments and
translation services, business partners and vendors, and customers. But they can also include persons
responsible for related software and systems such as file handling systems, workflow systems, translation
software, and content authoring to
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