FreePint Newsletter 213 - Localisation and Web Tools
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FreePint
"Helping 79,000 people find, use, manage
and share work-related information"
ISSN 1460-7239 7th September 2006 No.213
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IN THIS ISSUE
-------------
EDITORIAL
By Monique Cuvelier
MY FAVOURITE TIPPLES
By Vernon Prior
FREEPINT BAR
In Association with Factiva
a Dow Jones & Reuters Company
JINFO :: JOBS IN INFORMATION
Senior Information Officer - Investment Banking
Knowledge Co-ordinator - CBD
Researcher X3
Interim Head of Editorial and Content
Information and Website Co-ordinator - maternity cover
Approvals Selector
West Coast Library Manager
TIPS ARTICLE
"Think Globally; Write Locally: What Source Writers
Need to Know About Localisation"
By Kristen Giovanis
REVIEW
"Teach Beyond Your Reach"
Written by Robin Neidorf
Reviewed by Olivia Freeman
FEATURE ARTICLE
"Emulating Web Tools to Become Indispensable to Your Users"
By Emma Wood
EVENTS, GOLD AND FORTHCOMING ARTICLES
CONTACT INFORMATION
ONLINE VERSION WITH ACTIVATED HYPERLINKS
FULLY FORMATTED VERSION
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*The European event for web searchers, designers, bloggers, info pros*
Join us at Internet Librarian International in London: 16 - 17 October
3 keynotes, 50 international speakers, many networking opportunities.
20% discount for CILIP members
For full programme and to register:
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*** Using business information to meet compliance regulations ***
Confused by anti-money-laundering regulations? Many business
information products hold the necessary data to support KYC enquiries.
August's VIP provides an overview of compliance regulations and the
products that can help you.
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*** ABOUT FREEPINT ***
FreePint is a global network of people who find, use, manage and share
work-related information. Members receive this free twice-monthly
newsletter, which is packed with tips, features and resources.
Joining FreePint is free at and connects
information practitioners around the world with resources, events and
answers to their tricky research and information questions at the
FreePint Bar, our free online forum: .
Please share FreePint with others by forwarding this message. The
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EDITORIAL
By Monique Cuvelier
In the classic movie "Desk Set", Spencer Tracy and Katherine Hepburn
sidestep a computer the size of Godzilla, arguing about who can do a
researcher's job better: human or computerzilla.
The answer, which seems Hollywood-perfect in this 1957 film, is the
same today. Computers are great at regurgitating facts, but only
people know how to interpret that information and present it in a
friendly format.
I'm talking about customer service, of course. It's what sets a great
company apart from an efficient one. This is a lesson that contributor
Emma Wood has learned. She devised a strategy for emulating technology
-- specifically web tools -- to appeal to the users at her law
library. But at the same time, she uses her carbon-based wiles to do
what a bit of silicon never can.
Kristen Giovanis, who has written "Think Globally; Write Locally" for
this issue of FreePint, also knows about communicating with customers.
When you work across international borders, it's important to know
that everyone understands what you're saying. For Giovanis, it means
sounding like a local. For Olivia Freeman, who reviewed "Teach Beyond
your Reach", written by our own Robin Neidorf prior to joining
FreePint, it means connecting to a diverse population through an
e-learning environment.
No matter what techniques you apply to reach out to your customers,
it's important that you're doing so. A tight focus on superlative
service has made some companies legends in their industries. We
recognise this at FreePint. That's why we're accepting nominations for
the 2006 Online Information / FreePint Award for Best Customer
Service. Do you know a company that offers excellent customer service?
Read the guidelines and complete the nomination form by September 29th
at .
Hepburn and her cronies in "Desk Set" realised technology was a fact
of life in their business. The challenge is letting computers do what
they do best and filling the gaps with being human, even if it takes
more time and energy. Trust me, it's worth it. Your customers will
thank you for it by sticking with you.
Monique Cuvelier
Editor, FreePint
e: monique.cuvelier@freepint.com
w:
FreePint is a Registered Trademark of Free Pint Limited (R) 1997-2006
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<>
28-30 November 2006 - Olympia, London, UK
Register online for free entrance at
IMS 2006 is designed for organisations who need to manage internal
& external information for competitive advantage. Covering
content management, document & records management, search, storage,
security, collaboration and social media, IMS addresses
all aspects of the information lifecycle.
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*** The right stuff in customer service ***
Which online information vendors give you great service?
Submit your nominations for the Online Information / FreePint Award
for Best Customer Service. Read details and complete your nomination
online by September 29:
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MY FAVOURITE TIPPLES
By Vernon Prior
If you've ever wanted to run your own business, the first three
sites may help, and the last two will help you organise your
information:
* Australian Anthill magazine is
devoted to innovation, entrepreneurship and the development of
fast-growth companies.
* Best for Business is a gateway to
business-related information, such as checklists, plans, fact
sheets, guides to essential information and tips on how to run a
business.
* Business Owners' Idea Cafe
describes itself as a fun approach to serious business and gives
practical advice.
* Having acquired all that extra information, you will need to find it
again. Make the job easier with Copernic Desktop Search (capable of
handling files, emails, pictures, and music) at
.
* And, if you are really serious about organising your information,
control your vocabulary by selecting an appropriate taxonomy from
.
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Vernon Prior provides training in competitive intelligence and is the
compiler of a comprehensive glossary of terms, available at
(under Resources: Language of BI), and elsewhere.
Submit your top five Favourite Tipples. See the guidelines at
.
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*** What's your search missing? ***
The average Web search will leave you sifting through mountains of
useless information. Factiva delivers the most relevant information
from the top business publications in virtually every region and every
industry. Sign up for a free trial of Factiva.com and start finding
what you need faster:
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*** Free Jinfo job listings for AU and NZ ***
Employers and agencies can now list information-related vacancies in
Australia and New Zealand with Jinfo for free, until 30th September.
A free Jinfo listing is a great way to reach experienced information
practitioners in Australia and New Zealand.
Visit to learn more.
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FREEPINT BAR
By Monique Cuvelier
In Association with Factiva
a Dow Jones & Reuters Company
The Bar is alive with discussions that range from recommendations for
companies that help you research and write, to books differentiating
Corinthian, Ionic and Doric columns, to government sites that flop or
flourish. Read a summary of these discussions below and then tell us
what you think at the FreePint Bar .
* It's red, it's a 'bible' and it's used by architects in restoration
work. Do you know what this book could be? If so, help one
FreePinter who's been asked to look for a book that fits that
description .
* If you're looking for a product to help you organise a large body of
work, you may want to read this discussion on content management
software . One suggestion is to
use what Microsoft Word provides, and another is to use some
software that organises graphical structure.
* When it comes to researching companies, products and technologies, a
few products stand out among FreePinters: Thomson Business
Intelligence, Lexis-Nexis and Factiva. Some Bar contributors are
discussing the merits of each. Weigh in yourself or see what others
have to say . For an in-depth
look, read the review of Thomson Business Intelligence in VIP
.
* Market research can help when submitting a tender for a project. One
Bar member is trying to land bigger contracts and is looking for
advice on structuring tenders .
* After much fanfare, the New Zealand parliament launched a new and
improved website last week. It was a dud. The server timed out,
links were down and users were unhappy. The site now seems up and
running and slick, but the episode made FreePint wonder which
governments have good sites. Tell us about those you use and why you
like them .
Know a company with excellent customer service? Nominate them for our
award. Make your nominations by 29 September
.
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Monique Cuvelier serves as editor of the FreePint Newsletter. She has
contributed many articles to dozens of publications in the UK and US,
CFO, CIO Insight, eCommerce Business, and also written about business
and technology for The Western Mail, Wales' national newspaper. She
has launched and run several online and print publications. She can be
reached at .
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The FreePint Bar is where you can get free help with your tricky
research questions .
Help with study for information-related courses is available at the
FreePint Student Bar .
Subscribe to the twice-weekly email digests at
.
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Try a fresh approach to company information with:
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JINFO :: JOBS IN INFORMATION
The Jinfo service enables you to search and advertise information-
related job vacancies. Free Australia and New Zealand listings until
30 September .
The Jinfo Newsletter is published free every two weeks and contains a
list of the latest vacancies along with job-seeking advice. The latest
article is entitled "Job Trends in the Information Market: A Q&A with
Hazel Hall". Read it online and subscribe free at
.
Here is a selection of the latest featured entries in the Jinfo
database:
Australia
---------
Knowledge Co-ordinator - CBD
Knowledge manager, project manager, excellent communication skills.
Recruiter: Zenith
Country: Australia and Territories
United Kingdom
--------------
Researcher X3
Research role in world class investment bank.
Recruiter: Instant Library Recruitment (Tribal Group Plc)
Country: United Kingdom
Interim Head of Editorial and Content
An Interim Head of Editorial and Content is required for this
public sector organisation initially for 3 months.
Recruiter: TFPL Ltd.
Country: United Kingdom
Information and Website Co-ordinator - maternity cover
An experienced Information & Website Co-ordinator is sought for a
professional body, to provide maternity cover.
Recruiter: The Market Research Society
Country: United Kingdom
Approvals Selector
Use your skills in classification in the bibliographic services
team at this major booksellers.
Recruiter: Sue Hill Recruitment and Services Limited
Country: United Kingdom
Senior Information Officer - Investment Banking
Investment Banking Researcher at senior level to work from
9.00 - 5.00 and deal with quick and in-depth enquiries.
Recruiter: Glen Recruitment
Country: United Kingdom
United States
-------------
West Coast Library Manager
Seeking a San Francisco based West Coast Library Manager for a
pre-eminent global law firm.
Recruiter: Library Associates
Country: United States
[The above jobs are paid listings.]
NB: These are just a selection of information-related jobs from the
current edition of the Jinfo Newsletter
and over 200 in the Jinfo database
.
Jinfo -- the best place for information-related job vacancies.
* JOB SEARCHING? -- Free search and sign up to the Jinfo Newsletter
* RECRUITING? -- Complete the form and advertise a vacancy for
just GBP 195
-- 10% discount for agencies
-- 50% discount for registered charities.
-- 100% discount for Australia and New Zealand
vacancies until 30 September
Find out more today at
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TIPS ARTICLE
"Think Globally; Write Locally: What Source Writers
Need to Know About Localisation"
By Kristen Giovanis
Information professionals deal with fewer borders than many other
business people. Researchers often work for clients in different
countries, and many companies use technology that must make sense to
an international workforce. But when you're working with words,
sometimes you need more than translation -- you need localisation. A
document can be translated word-perfect, yet not be effective in
another market due to differences in the way local businesses operate
and the way people think.
Through the process of localisation, writers translate the words and
adapt the content of a source document to the needs and norms of the
target country or market. Yet they can only work with what they are
given -- part of the responsibility for effective localisation lies
with the generator of the source document. After all, poorly written
English cannot be turned into good Japanese.
Going to the source
-------------------
Anyone, be it a technical writer or you, generating the source
document becomes an important part of the localisation process. Their
job is already pretty tough. They must:
* Understand the product (often with the same level of detail and
intimacy as the engineers who created it)
* Incorporate content from engineering, legal and marketing
departments
* Please many opinionated people who most approve their work -- and
all of whom have an opinion
* Meet deadlines that are not always grounded in reality.
It's no wonder that the requirements of localisation are rarely at the
top of writers' lists. Some essential tips can make a big difference in
how well writers can produce documents that reduce the challenges of
global communication.
Plan for success
----------------
There is no substitute for a good plan. This happens from the moment a
company, a department or a writer knows that documentation will need
to be translated and localised. The individuals involved can build a
plan that will help the process run smoothly and have a positive
outcome.
Create a standard workflow
--------------------------
Create a workflow or standard operating procedure that takes into
account the needs of localisation. For example, if your organisation
has international offices which will be reviewing and validating
documents following translation and prior to release, incorporate that
step and required time within the workflow. If the piece requires
desktop publishing, determine whether it will be completed internally
or if it will be outsourced.
Another element to consider in the area of workflow is consistency and
document streamlining. If several individuals or departments will be
creating source documents, be sure they are all working in tandem,
with the same style guide and glossaries. One of my clients recently
submitted a project made of up technical documents created by several
writers; none of the documents conformed to a template or style guide.
The company later revised its procedures, created a style guide and
updated all documents using a modular system. As a result, they were
able to reduce the word count of the source documents by 41 percent,
resulting in significant savings in translation and localisation
costs.
Budget time realistically
-------------------------
Translation and localisation projects require adequate time, usually
calculated based on the length of the document. Other variables that
may impact the timeframe are: the technical difficulty of the text,
the review and validation processes in your workflow, and formatting
or production of the final text in appropriate format(s).
Budget finances realistically
-----------------------------
Localising can be expensive, especially for projects with multiple
target markets. Keep in mind that localisation may be different, even
when the target language is the same. A document will need to be
localised separately for Chile and Argentina, even though Latin
American Spanish is the target language for both countries.
Remember, too, that words are money, when it comes to translation and
localisation. Many factors go into estimating the costs of a
translation project, but the most important one is word count. One of
our clients regularly produces documents in 26 languages; when you add
up the cost of translation, localisation, validation and production,
it comes to $9.72 per word.
Invest in your resources
------------------------
Templated documents and style guides take time and resources to
develop, but they ultimately serve to reduce your costs and improve
your results. A specialised term glossary can also be a worthwhile
investment, since a major challenge in localising documents is how to
handle industry- or company-specific terminology, abbreviations and
product nomenclature. Investing in the creation of such glossaries
improves accuracy and consistency of your documentation, while
reducing costs.
Writing for localisation
------------------------
Companies can also invest in their resources by providing specific
training and support to technical writers and others who create source
documents. Build awareness and skill in your team for the requirements
of localisation, and you will reduce your headaches -- and your costs
-- for every project.
These tips can get you started:
Content tips
------------
* Be conscious of date and address formats. Standards differ from
locale to locale. Many countries use the 24-hour clock, and the
day/month/year order is the internationally accepted format except
in the United States. One option is to spell out the names of the
months or to use multiple formats such as '3.00 p.m./15:00'.
* Understand that numerical values are represented differently in
various languages. 4,222,222.00 in English is represented as
4.222.222,00 in Spanish, and as 4 222 222,00 in French.
* Avoid country-specific information. Free telephone numbers, hours of
operation for support services, local offices, country-specific
warranties and regulatory information will all cause issues in
localisation.
* Use consistent terminology. It gets boring, but it is a must! Avoid
creating new technical terms where adequate ones already exist.
* Avoid abbreviations and acronyms wherever possible. They can be
confusing to both your reader and your translator. When acronyms are
necessary, remember the standard rule: On first occurrence of the
abbreviation or acronym, give the full phrase, followed by the
abbreviation or acronym itself in parentheses.
* In such cases, the acronym definition list is crucial, and in fact
could be translated ahead of time, e.g. while a tender is being
prepared in parallel. You can either merge this glossary with your
general glossary of technical terminology or (preferably) include it
as a separate appendix to your document.
Writing style tips
------------------
* Use symbols whenever possible. Many industries have standardised
symbols that are globally recognised and accepted.
* Avoid passive voice. Use a direct, simple writing style and short
sentences.
* Do not use upper-case letters to emphasise a particular action,
especially in noun phrases; in German, all nouns are capitalised,
and you will lose your emphasis.
* Write full sentences, including all articles, unless there is
absolutely no alternative.
* Avoid jargon, slang and buzzwords.
* If a term is not listed as acceptable in a current reputable
dictionary or specialised glossary, don't use it.
* Avoid 'modifier strings' (also known as noun strings, stacked
modifiers, etc.). Example: 'plastic tip fastener clips'. Modifier
strings make up the most common form of grammatical ambiguity. Break
these long uninterrupted strings of nouns and adjectives into 'bite-
sized' pieces before they reach your keyboard.
* Avoid 'invisible plurals'. These are usually two-word phrases (noun
+ noun), in which it is not clear whether the first noun is meant to
be singular or plural. Example: Is 'program update' an update of one
program or a general procedure for multiple programs? Example: For
'file retrieval', should one file be retrieved or all of them?
* Avoid using the slash (/) as casual punctuation meaning 'and' or
'to'.
* Choose words with one meaning, or at least with few meanings. Avoid
verbs like 'make' and 'have', which have multiple meanings.
* Use the simplest verb forms. Example: 'use' instead of 'utilise'.
* Use indicative mood. Example: 'you do' instead of 'you would do'.
* Avoid wordy expressions for time, place and relationship. Example:
Use 'now' instead of 'At this point in time'.
* Avoid nominalisations. Example: 'conclude' instead of 'reach a
conclusion'.
* Avoid using ambiguous modal auxiliary verbs like 'may' or 'might'.
Instead, use a phrase such as 'It is possible that'.
* Avoid gender-specific words. Avoid 'he', 'she', 'his' and 'her',
and use 'they' and 'their' instead. (Be sure to make the
corresponding noun plural, to avoid creating a grammatical error.)
* Don't clutter your text with redundant expressions such as 'as is
well known' and 'it is generally accepted that'.
* Don't waste words telling readers what the text is going to say, or
reminding them what it said earlier. Just say it once. The
credibility of a document is not determined by the length. Shorter
documents tend to have more impact, as do shorter sentences.
Design tips
-----------
* If providing electronic documents, pages' sizes should match
standards where printing will take place. Documents to be printed
and distributed in America, for example, should be designed for 8.5
X 11 paper rather than A4 paper.
* Make sure your design and word processing software supports the
languages you will be localising.
* Separate text from graphics on the page. Do not include words in
your graphic elements. Text embedded in graphics must be translated
and localised separately, triggering a complete recreation of the
graphic.
* Be aware of language expansion and leave appropriate white space.
The general rule of thumb has traditionally been to leave an extra
30 per cent of space to account for the differences in languages.
However, actual text expansion can exceed 50 per cent, for some
languages. Romance languages are usually longer; Asian languages,
on the other hand, tend to be shorter since individual characters
may contain several words.
* If developing software, design as much extra character space as
possible in the display, software prompts and error messages.
Otherwise, the translator will have to use abbreviations, which make
the interface difficult to understand.
* Avoid constrictive framed, boxed or columnar copy; in tabular column
headings, include extra vertical space.
* Try to keep your text outside the graphics or in text boxes to allow
for easy editing and translation.
* Provide all artwork, including illustrations, photos and other
graphic components of your to-be-translated document, even if the
art does not contain text. Artwork provides the translator with a
critical visual reference.
* Standard punctuation in foreign languages differs from that used in
English. Do not inadvertently make changes to punctuation in a
translation without consulting your translator. For example, French
uses spaces before and after colon marks.
Ready to go local?
------------------
While these tips can help you start with improved localisation
processes, an experienced language services company can help you take
it further. Translation and language consulting companies can
proactively identify solutions and suggest approaches to save you
money while improving results. It's always a good idea to involve your
vendor early in the process -- experienced professionals can spot
potential issues early on, which may mitigate or eliminate barriers
later, when changes can be expensive.
Most importantly, work in partnership with your vendor to provide
resources and reference materials, work through solutions and review
your processes. The more you communicate with your vendor, the better
job they can do for you.
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Kristen Giovanis is the Managing Director of KJ International
, a leading-edge company providing
translation, localisation, desktop publishing and compliance
consulting for global companies in regulated industries such as
pharmaceutical, life sciences and financial services. Kristen
frequently speaks at conferences and publishes articles on regulatory
and technology topics, and she has specific in-depth experience in CE
regulations, medical compliance and international contract law, as
well as the practical requirements of working effectively across
international borders. She can be reached at
.
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Related FreePint links:
* "Plain and clear: Resources on Plain English", by Vasyl Pawlowsky
* "Writing for the Web - How to Write Web-Friendly Content for your
Site", by Steve Lee
* "Effective Writing: How Good Copy Can Make Your Information Work
Harder", by Paul Waddington
* IBM: Globalize Your On-Demand Business
* World Wide Web Internationalization Activity
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International Information Industry Awards
Made a valuable contribution to the information community?
Submit nominations by 29 Sept at
Ceremony to take place at Royal Lancaster Hotel, London, 29 Nov
Hosted by Online Information and Information World Review
Gala Dinner, Music, Entertainment and Celebrity Host
Reserve your table today by emailing
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Full-text, real-time, multi-media -- we've got it covered
Add quality your online reference collection with ResourceShelf, a
free daily update of full-text sources, reports, lists and rankings,
professional reading, search tips and tools, and more.
Free weekly newsletter of highlights and/or real-time RSS feed
keep you up to date. Use it to enhance your reputation as finder of
all things web based .
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REVIEW
"Teach Beyond Your Reach"
Written by Robin Neidorf
Reviewed by Olivia Freeman
As a professional trainer, I know how to lead people when I'm standing
in front of them. But I didn't know how to transform an in-person
course into an e-learning course. "Teach Beyond Your Reach", by Robin
Neidorf, provides the answers.
The book and its companion website
are written in an informal,
readable style that is suitable for instructors with or without
experience using e-learning techniques. The book takes the reader
through all aspects of creating and delivering a course or workshop
for adults. This starts with a review of multimedia teaching tools
backed up by useful sidebars which show, at a glance, the pros and cons
of each tool. For example, asynchronous discussion -- conversations on
a bulletin board or listserv -- works best for in-depth group
discussion.
Neidorf stresses that successful e-learning means getting to know the
students and developing a rapport with them. Learners need motivation,
stimulation and active involvement to excel in a distance-learning
environment. The book is packed with tips and best-practice examples
to achieve this. Have a look at Neidorf's checklist for the well-run
classroom for examples
.
I had naively assumed that the instructor's role stopped after
developing the course, but Neidorf's book shows that this is wrong.
Distance learning requires hours of preparation both before and during
the course; this is demonstrated in the chapter about the classroom,
which I found most interesting. She advocates using push communication
(the instructor delivers information to the students) rather than pull
communication (the learners are responsible for finding static
documents). For instance, the author's e-mail signature block includes
a classroom tip, which is rotated every few days.
Two chapters relate to instructional design and content development.
Initially an instructor must develop an instructional framework,
starting by considering learner needs and desired outcomes. This tip
is a good refresher for me, but I was interested to see how
establishing this framework for an e-learning environment differs.
"Teach Beyond Your Reach" does separate distance-learning design
particulars from physical classrooms. For example, Neidorf says a
unique characteristic of the online classroom is that while teachers
can present content in a linear fashion, they can also simultaneously
customise the same information for different learner groups.
Neidorf offers some tips on how to write this content. She recommends
working with the end-user in mind and using short sentences, as most
learners will be reading lectures on a screen. She advises not trying
simply to convert existing presentations because this does not make
best use of the web, which is visual and interactive. She suggests
making the online course into a virtual library, field trip and
scavenger hunt.
It's clear the virtual classroom provides instructors with a platform
to create exciting learning opportunities. This manual's strength is
that it describes real-life examples, and you know that the author is
speaking from her own experience. I would enjoy being in Neidorf's
class, but in the meantime, I'll learn what I can from her book.
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Related FreePint links:
* Distance Learning in the FreePint Bar
* "Distance Learning is Closing the Distance", by Anne Esler
* "Distance learning as a collaborative enterprise: Tips on teamwork
to make the class work", by Robin Neidorf
* "Teach Beyond Your Reach", by Robin Neidorf
* British Learning Association
* Find out more about this book online at the FreePint Bookshelf
* "Teach Beyond Your Reach" ISBN 0910965730, published by Information
Today, Inc. and CyberAge Books.
* Read customer comments and buy this book at Amazon.co.uk
or Amazon.com
* Search for and purchase any book from Amazon via the FreePint
Bookshelf at
To propose an information-related book for review, send details
to .
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Olivia Freeman works as a freelance trainer, researcher and
information-management specialist. She develops and delivers training
on topics such as strategic planning, evaluating information resources
and data protection. She undertakes strategic research, specialising
in research for product development and competitor monitoring in
financial services.
Olivia is active in professional groups and has held various executive
positions. She regularly speaks at meetings and conferences and has
published many articles published. She can be reached at
.
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On the Ticker: Use DocuTicker for Full-Text Resources
There's a wealth of full-text reports put out by government
agencies, NGOs, charities and other public interest organisations.
DocuTicker's editors find and post them, putting them at your
fingertips.
Subscribe to the weekly ResourceShelf newsletter for highlights,
capture the DocuTicker RSS feed, or visit daily to learn about the
latest full-text resources .
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FEATURE ARTICLE
"Emulating Web Tools to Become Indispensable to Your Users"
By Emma Wood
Do you remember where you were the first time you heard about Google?
I do. It was 2002, and I was enrolled in the library technician
programme at SAIT, a polytechnic college in Calgary, Alberta, Canada.
Some of my classmates and I were talking about our search engines of
choice, and one of them mentioned Google. I'd never even heard of it,
but one search was enough -- I was hooked. I still use other search
engines, but like the thousands of other people who have it set as
their home page, Google is usually the first place I turn to for
Internet searches.
But it's an everyday battle to get the lawyers and staff at the
mid-sized law firm, Alexander Holburn Beaudin & Lang LLP, where I am a
library technician, to stop relying on Google for all their searching.
So much of the information they're looking for isn't accessible
through search engines.
For those of us in the information field, understanding why we and our
users are drawn to web tools like Google is critical. The Internet and
its major players are ubiquitous, and we can't expect our patrons to
stop thinking like they're on the Net when they start using our
services. The panic about information professionals being replaced by
computers and search engines is over, but information literacy is more
important. People are busier and time is worth more than before. Face
it: our users will never completely stop using popular websites and
online services, instead of asking us for help.
So we might as well emulate the web services our patrons rely
upon, and then one-up them. If information professionals borrow cues
from these web tools, they'll become as critical as the internet to
our users. There is much to be learned from wildly popular sites like
Google, Flickr and Amazon. But there's still much to be said for the
human touch.
The first thing to keep in mind is that it's not all about technology;
it's a frame of mind. When it comes to coding, our skill levels may
vary, and even when the will to learn is there, few of us have
unlimited budgets and resources to purchase or develop sophisticated
new applications.
Usability counts
----------------
We should, wherever possible, pay attention to user interfaces. This
is a fuzzy area. For every expert who claims a particular site has
excellent usability, you'll find another who disagrees. But we can
probably all agree that familiarity triumphs lacklustre design. Do the
advanced search capabilities of your catalogue matter if your users
are afraid to use them? Try to capitalise on search techniques and
interactive functions that your users are already familiar with, so
that they can search for information in a business setting in the same
ways that they would search for information in their personal lives.
The John Hodgson Library of Imagine Canada has done a great job of
doing just that. They host an information portal for the non-profit,
charitable and voluntary sector at , where
their online catalogue of library and internet resources makes use of
interactive features reminiscent of Amazon.com. Each item's record can
be assigned a five-point usefulness rating and users may leave
comments about the item, along with their name and location, for other
users to read. Users may also compile book lists, similar in function
to online shopping carts.
Kim Turner, Manager of Library Services, says the library worked with
Andornot Consulting, their Inmagic Webpublisher Pro provider, to
develop these features as part of a 'web effectiveness' project.
Because the majority of their users access the library 'virtually',
from across the country, these enhancements to the catalogue provide a
way for users to connect and create their own readers' advisory,
which, according to Turner, "... is important in a public, non-profit
sector setting, and will help promote the development of online
communities of practice".
Be nimble
---------
Apple's Steve Jobs is famous for his 'one more thing' utterances at
the end of keynote presentations. Apple always has something newer,
better and more exciting than they had a few months ago. If we can
learn one thing from this giant and its competitors, it's to be
nimble. These companies don't take their successes for granted.
They're always working on improvements, not only for existing
practices, but also for the next big thing.
Google has clearly embraced this concept: Google Labs currently has
more than 20 prototypes on which it encourages public experiment and
review -- News Alerts, Scholar and Google Maps all started there. The
fact that many new web applications stay in beta for so long indicates
that people are willing to accept a less-than-perfect product if it's
continually improving.
At my firm, we had just barely completed the scanning and indexing for
our online memo bank -- no small task at thousands of documents and
several years of work -- when we realised that what we had developed
wasn't sufficient. Our users complained that it was glitchy, hard to
search and we knew they weren't using as much as they could be. What
had initially seemed like a huge improvement over file folders with a
cross-indexed naming scheme suddenly seemed unimpressive and
antiquated. We knew we'd have to do a total revamp and relaunch. We
decided to take full advantage of our library software and add
metadata, full-text searching and an improved user interface -- in
short, we added the characteristics needed to bring it up to today's
standards for online searching. At first it was disheartening to think
of starting over again, but we had to listen to the feedback from our
users, otherwise we'd be the only ones using the memo bank.
Future-think
------------
Embracing improvement means looking at new technologies as well. There
have never been more technologies -- especially free or inexpensive
ones -- at our disposal. Nowadays we expect popular websites to have
RSS feeds, and we cringe when they don't. We crave interactivity, and
it's unusual to visit a site that doesn't allow commenting or
feedback. To keep up with the internet, we've got to embrace the
concept of Web 2.0.
Steve Matthews, Knowledge Services Director at Clark Wilson LLP, does.
He was charged with creating a corporate intranet for his firm. He
envisioned a portal that incorporated many different aspects of Web
2.0, especially blogging and RSS feeds, and accomplished this using
the open-source CMS Drupal.
The intranet features mixed and scraped RSS feeds from external
sources. For example, one is comprised of major industry players'
press releases and announcement feeds. It also enables each user to
blog, leave comments on content such as contacts in the expert
directory and assign categories to content on the fly, which results
in that content's inclusion in various other locations and feeds
within the intranet. Plans for tagging are in the works, too.
"It's about selecting technologies that are on the public internet
that are applicable and appropriate behind the firewall", says
Matthews, who notes that many pitfalls associated with these
technologies on the Internet, such as spam and vandalising, are
virtually non-existent within the small, private community of the
firm. And, since Drupal automatically tracks usage, Matthews has the
statistics to prove that the intranet is a vital part of the firm's
communication.
Keep it simple
--------------
Another way to emulate popular web tools is through language. Thinking
about your communication, both written and oral, is critical in
creating a welcoming and un-intimidating information centre. Flickr
has mastered this skill. Saucy, but not glib. To the point, but not
dull. Users are drawn to its plain language, which is free of jargon
and condescension. It's even got a sense of humour and playfulness --
just read the personalised multilingual salutations on the homepage.
It's both easier and harder than you'd imagine creating this tone in
your communication. We've been conditioned to think that bigger words
are better, and long complex sentences sound more intelligent.
Escaping that mindset can be a challenge, but there are abundant
online and print resources available to guide you through the process.
(Use keywords 'plain English' or 'plain language' on the internet or
an OPAC.) One area we strive to think about our language choices is in
our department's monthly e-newsletter.
Lawyers read all day long, but we want our newsletter to stand out
among all the other paper and email. We make a concerted effort to
write in a tone that's friendly and approachable, and we're always
looking for content that will be of interest to all members of the
firm. We try to keep our communications free of jargon, interesting
and enjoyable.
The newsletter contains useful information, including summaries of new
books in the library and important new cases, links to useful
websites, information on upcoming continuing education events, recent
additions to various internal databases, humorous anecdotes and news,
and a trivia contest that involves using the Internet or our intranet
to solve. I think we're doing a good job: last month, a senior partner
demanded an advance copy to take home on the long weekend.
Man over machine
----------------
As popular and successful as certain web tools are, there will always
be advantages to working with humans. Information professionals
depend on this interaction, so it's a worthwhile exercise to identify
what we can do that computers can't.
One of the most frustrating obstacles in computerised research is the
'zero result' query - a search that yields no or irrelevant hits. In
the fields of legal and business research, our users encounter it
frequently. This leads to self-doubt and uncertainty about the
effectiveness of a search, but sometimes the answer is that there is
simply no answer!
Information professionals can confirm this might be the case. We can
provide the back-story, details about the information or the lack
thereof. Mary Ellen Bates calls this concept 'information topography
analysis', which is a fitting description and also a nifty way of
writing research cover sheets.
I recently began (and have since received thanks and appreciation from
users) a cover sheet with completed research requests, indicating
where I searched, a summary of what I found and any interesting
aspects of the research. I was pleasantly surprised to discover that
not only does this produce a better-quality product for the user, it
is a good organisational tool for me. It tells me if I've missed any
obvious resources. It can be educational too: the user sees that you
didn't just search Google but went to deep and invisible web
resources.
In our library, one of the biggest challenges is that our users want
us to read their minds. They want us to fill in the blanks, read
between the lines and know that when they say they saw something on
last night's newscast, it was actually in last weekend's newspaper.
These problems, as frustrating as they can be, are often the most
satisfying to solve. And the key to sleuthing these solutions is to
know the people asking.
One of our biggest advantages over computers is our ability to form
relationships with our users. The better we know them, the more
likely we are to be able to fill their requests -- which doesn't mean
just giving them the answer they need, it also means giving it to them
in a format that they can use. Cookies, caching and 'remember me'
settings will never be a substitute for an intimate knowledge of a
user's preferences. Certain users always want an email, others never
do. We know who works from home on Fridays, and won't get the research
package if we leave it on his chair, so a PDF version with live links
is in order.
Lastly, real, live people are the ideal when it comes to customer
service. Even the most extensive FAQs on a website are no match for
talking to a human. Have you ever tried to find Amazon's customer
service telephone number on their site? It's famously unpublicised,
although it has now been published on several personal websites.
Getting help in real time shouldn't be so much work, so you should
make it as easy as possible for your users to get in touch with you,
in the manner they prefer. Your users should know that regardless of
how they get in touch with you, be it via email, phone, IM or in
person, they'll receive excellent service. In our library, students
are some of the heaviest users. They need help finding books, cases,
statutes and regulations, and most of all, they need reassurance that
they're headed on the right research path. Sometimes they just need to
talk something through out loud to make sure that it makes sense.
We like to be the soft place where they can fall, ask 'stupid
questions' and take a break from a maddening project. When they need a
sugar boost, they can grab some candy from our jar. When they need a
distraction, they can challenge our 20 questions toy. Only humans are
capable of compassion and reassurance, which are often all a user
wants.
Information professionals have more competition today than ever, but
getting creative and thinking about why your competition is successful
can inspire you to emulate them in some ways. Taking the time to
assess which of your users' needs are being met through web tools
enables you to develop fresh ways of delivering your own services. As
power users of all sorts of web tools, we forget exactly why we like
using them, and looking at them from the perspective of our users can
be enlightening. So, the next time you have a few minutes to spare,
check out some new web tools, and see what your old favourites are up
to!
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Emma Wood is a library technician at Alexander Holburn Beaudin & Lang
LLP in Vancouver, British Columbia, Canada. She is a member of the
Vancouver Association of Law Libraries, and recently blogged for the
Special Libraries Association's 2006 conference. Emma enjoys working
with fellow paraprofessionals on technology, education, and advocacy
projects as part of the Library Technicians and Assistants Interest
Group , for which she serves as a social
coordinator and newsletter editor. She can be reached at
.
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Related FreePint links:
* "Marketing for the Info-Entrepreneur," by Mary Ellen Bates
* "Marketing for the Info-Entrepreneur: Top Techniques to Build Your
Business"
* Google Labs
* "The Seed of Apple's Innovation"
* Plain English Campaign
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FORTHCOMING EVENTS
It is free to search and advertise information-related gatherings
in FreePint Events .
Australia and Territories:
* "Strategic Corporate Communication" 13th - 15th September
* "Managing and Maintaining a Decentralised Intranet"
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* "Enterprise Architecture on the edge - moving forward through
Service Oriented Architecture" 25th - 27th September
* "Data Quality: Processes, People and Governance"
28th - 29th September
Netherlands:
* "Global Information Industry Summit" 14th - 15th September
United States:
* "ASIDIC Fall 2006 Meeting" 10th - 12th September
United Kingdom:
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13th - 14th September
* "Conducting an Information and Records Audit to Ensure Good
Governance" 14th - 19th September
* "Researchers & Associates Summit" 21st September
* "AUKML 2006 - The 21st Century Information Professional"
22nd - 24th September
* "Finding the right digital partner for your business"
25th September
* "Business Development for Digital Agencies"
25th September
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FREEPINT GOLD
A look back at what FreePint covered at this time in previous years:
* FreePint No.190 8th September 2005. "Analysing User Behaviour: A
Case Study" and "The Slow Movement"
* FreePint No.167 16th September 2004. "Information Sources For
Education On The Web" and "Copyright - how to stay legal"
* FreePint No.144 4th September 2003. "Searching Free Design Databases
on the Web" and "Informing the Asylum Debate"
* FreePint No.120, 5th September 2002. "Offshore Funds" and "From
Fortune 500 to Handelsblatt's European 500 one year on - another
look at some useful European and International Rankings"
* FreePint No.95, 6th September 2001. "Railways Online in the UK" and
"From Fortune 500 to Handelsblatt's European 500 - a look at some
useful European and International Rankings"
* FreePint No.70, 7th September 2000. "A Web of Mental Health" and
"Top Sites on the Web for Aeronautics and Aerospace Science and
Technology"
* FreePint No.45, 9th September 1999. "File finding, file filing" and
"Intranets and extranets"
* FreePint No.21, 3rd September 1998. "Tricks with local newsgroups"
and "Legal Resources on the Web"
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FREEPINT FORTHCOMING ARTICLES
[Provisional]
* Overview of election cycles *
* Finding People in the Digital Age *
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If you have a suggestion for an article topic, or would like to write
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Contributors to this issue:
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