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                     © 2011 Society for Technical Communication
Localizing Images: Cultural Aspects and Visual Metaphors
                                                  Samartha Vashishtha

Modern corporations maintain a wide range of Web assets,
including websites, documentation portals, and knowledge-
bases. These Web assets use visual elements, such as
                                                                   COLOR
colors, graphics, images, symbols, visual arrangements,
and user interactions, to convey information. While we             Colors invoke different moods, emotions, and states of
expect these elements to convey only the information we            minds. Besides their general significance, they assume
intend to convey, such visual elements also carry cultural         special significance in particular socio-cultural contexts.
meanings that different users interpret differently in the         While localizing visual elements, you could use the
light of their social background.                                  tables in this section as references to choose a color that
                                                                   would convey the intended meaning to users from a
Despite the importance of these visual elements, most Web          specific cultural background.
asset localization projects limit their focus to only text and
screenshots. However, translating these visual elements,
keeping in mind the cultural ethos of the target audience, is      Tables: Significance of Colors
crucial too—especially for marketing-oriented content,
documentation, and websites.                                       From this URL (PDF), you can download a table
                                                                   summarizing the general range of meaning that major
In this article, we will look at the cultural aspects that must    colors convey.2
be considered while localizing these visual elements of            This table (PDF) captures many useful instances of
“content”.                                                         culture-specific significance of colors.1,2, and 4
                                                                   Although color can be used to supplement and reinforce
DEFINING CULTURE                                                   the effect of a Web element, it should not be used as the
                                                                   sole means to convey meaning5—partly because that
Before we examine the aforementioned visual elements,              information cannot be used by those who are color-blind.
let’s review a definition of culture given by Geert
Hofstede, Emeritus Professor—Maastricht University:                Case Study—Hygiene-product
“Culture is the collective programming of the human                Websites
mind that distinguishes the members of one human group
from those of another. Culture in this sense is a system of        The websites of Axe® and Old Spice®, both leading
collectively held values.”                                         brands of deodorants targeting male customers, display
                                                                   predictable color patterns. While the Axe site is
Hofstede also propounded a set of five dimensions that             predominantly set in black, a color of sexuality and
help objectify cultural differences:                               sophistication, Old Spice uses a combination of red and
                                                                   black for similar reasons.
         Collectivism vs Individualism
                                                                   By contrast, SunSilk Gang Of Girls and Pond’s®, two
         Power Distance                                            websites targeting female customers, figure pink hues
                                                                   prominently.
         Femininity vs Masculinity
                                                                   Similar trends are observable in Casio’s launch of a
         Uncertainty Avoidance                                     series of women watches (Baby G) parallel to its popular
                                                                   G-Shock series for men6, which features a number of
         Long Term Orientation
                                                                   black watches. Many Baby G watches are pink or of
                                                                   pastel colors, so that they appeal to the modern woman.
We will study these dimensions later in this article.




                  Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                              Society for Technical Communication                                        166
These examples elucidate the fact that the two genders             currency in the 1870s and 1880s. In the 1890s, cream
have widely different color preferences. As a general              shades got popular7.
observation, men tend to like cooler colors like blue and
black, while women have a bias towards warmer colors—              In the twentieth century, these cycles of preference are
that is, shades of red and orange3. See Case Study—                short and abstract. As far as content, Help systems, and
Femininity vs Masculinity later in this article for more           Web design are concerned, shades of blues seem to be
information on the general preferences of the two                  the in thing globally. Some custom colors that Web and
genders.                                                           graphic designers prefer, as per a survey, are shown in
                                                                   Figure 18.

Class Differences and Color
Perception
Research has shown that members of the general working
class prefer colors that they can easily name, while the
highly educated class prefers obscure colors like taupe,
azure and mauve3.
                                                                    Figure 1: Some popular colors for Web and info design
This seems to be a primary reason why Wal-mart®
chooses simple colors for its logo. The current logo is a
distinct blue and yellow.                                          Web-safe Colors
                                                                   Back when computer displays were capable of displaying
                                                                   only 256 colors, a palette of 216 colors—supposedly
                                                                   immune to dithering on such displays—was developed.
                                                                   Those colors did not have standardized names, but were
                                                                   identifiable through a unique set of RGB values. It must
Age Differences and Color                                          be noted that the Web-safe palette has gone obsolete
Perception                                                         now9, since almost all modern color displays are 16+ bit.
                                                                   However, designers of anti-phishing10 systems still use
Jennifer Kyrnin opines that children like bright, solid            that palette; since a large number of its colors can be
colors, while adults prefer subdued shades; implying that          distinguished uniquely by the human eye.
mild pastels and gray shades are not the appropriate
colors for images on a children’s website.
                                                                   SYMBOLS AND ICONS
Climatic Differences and Color
                                                                   In most cultures, symbols are very closely interwoven
Perception                                                         with general etiquette and theistic beliefs. This calls for a
The climatic conditions of a target country may also have          careful assessment of their suitability in different cultural
an effect on the color preferences of the people there. For        contexts. In most cases, drawing elements from a set of
instance, Scandinavians are known to have a preference             internationally accepted icons and symbols can be a safe
for light yellows, bright whites, and sky blues. This is in        option.
stark contrast to the long, dark nights that they are used
                                                                   Recognizing the need to standardize the use of visual
to as a people. The residents of San Francisco, being
                                                                   elements on a global scale, JTC1, a technical group of
used to foggy days, don’t exhibit a liking for grays.
                                                                   the ISO has come up with the ISO/IEC DIS 11851
However, these hues are preferred by the residents of
                                                                   standard for icon symbols and functions in IT user
Miami7.
                                                                   system interfaces. The standard deals with general,
                                                                   object, pointer, control, tool, and action icons.
Color Trends
Like all other things, colors too periodically gain or lose
favor with the masses. Very bright colors ruled the roost
in the West in the mid-1800s, but subdued colors gained




                  Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                              Society for Technical Communication                                         167
Some Guidelines on Using                                                                                     In Greece, this
Symbols Internationally                                                                                      gesture, going

Although deciding on the right symbols for a localization                                    Stop, halt
                                                                                                             back to
                                                                                                             Byzantine
project calls for ingenuity and caution, these guidelines                                                    times, is an
will come handy:                                                                                             abusive signal.

         Graphical elements with text in a particular                       Similarly, using body parts as symbols could
         language should be avoided, since they could be                    back-fire. Inanimate objects can be substituted
         difficult to localize. Elements with a single letter               for human figures, wherever possible.11 When
         could particularly lose a lot of their meaning in                  using human figures is indispensable, line and
         translation, since words with identical meaning                    generic sketches should be used.
         in different languages can begin with different                    The use of animal symbols should also be
         letters.                                                           avoided while designing for an international
         Hand symbols should be avoided while                               audience. The dog normally thought of as a
         designing interfaces that will be localized.                       symbol of loyalty in the West, is food to many
         Generally speaking, almost all hand gestures are                   East Asians. The snake, which could be a
         obscene someplace or the other in the world.11                     negative symbol for the West (the Devil,
                                                                            tempter), is the symbol of life and rebirth in
         If hand symbols must be used, generic human                        some parts of the East.11 Many animals hold
         hands engaged in some unambiguous activity                         religious significance in specific parts of the
         should be shown. Visual elements representing                      world. The cow is sacred in India, while the pig
         gender or racial distinctions should be                            is an unholy animal for Muslims everywhere.
         omitted—for instance, the hands should be                          Mythological or religious symbols that hold
         drawn in pure white or pure black. Some hand                       relevance for a particular culture may be
         gestures that will not go down well with a global                  meaningless for others. For instance, the Red
         audience are shown in the table below.                             Cross symbol is modified to the Red Crescent in
                                                                            Arabic countries, since crosses and six-pointed
                             Intended                                       stars can be deemed inappropriate there11.
             Icon                              Problems                     Similarly, while the Swastika is reminiscent of
                             meaning
                                                                            Nazism in the West, the related Swastik is a
                                            In Sicily, this                 holy symbol for the Hindus.
                                            hand gesture is
                            Yes, OK        a reference to
                                            an intimate
                                            activity.

                                            In France, this
                                            gesture means
                                            zero or                         Figure 2: Swastika and Swastik
                                            worthless. In                   Using abstract symbols, made up of simple
                                            Japan, it is a                  geometric shapes, can be a safe option. Here
                          Precisely, yes
                                            reference to
                                            money. In
                                                                            too, care must be taken not to use symbols that
                                                                            resemble religious symbols (like the Islamic
                                            South America                   crescent) and flags of nations.11
                                            and India, this
                                            hand gesture                    Using natural images for designing symbols is
                                            has anatomical                  also an option, since these remain fairly
                                            connotations.                   consistent across the world. Other possible
                                                                            inspirations for international symbols could be
                                                                            modes of transportation, globally-marketed
                                                                            consumer goods (like cameras, batteries, and



                     Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                              Society for Technical Communication                                      168
electric bulbs), office equipment,                       Hofstede has determined scores for each of these
         communication media, scientific symbols, and             attributes for many countries of the world.
         professions practiced throughout the world
         (painter, carpenter, writer, etc). Some traffic and
         warning symbols are also fairly standardized             Example: Comparison of Hofstede’s
         and in use throughout the world11.                       dimensions for India and the USA

Flags on a Globalized Website
Yves Lang is of the view that on a globalized website,
flags should not be used as icons that users must click to
access language-localized versions. This is because the
same language may be the native tongue of many
countries, and the lingua franca of a still greater number
of communities. Using a flag to represent a language (for
example, using the British, American or the Australian
flag to represent the English language) could offend users
in other countries where that language is widely spoken.


CULTURAL ATTRIBUTES
While localizing the visual elements in an information
asset, an understanding of the attributes of target culture
comes very handy. In this section, we’ll look at some
theories that attempt to define such attributes beyond the
obvious.


Hofstede’s Dimensions of Culture
"Culture is more often a source of conflict than of                Figure 3: Hofstede’s dimensions for India and the USA
synergy. Cultural differences are a nuisance at best and
often a disaster." - GEERT HOFSTEDE
Hofstede’s culture theory defines five dimensions of
culture that help objectify differences between cultures12:

         Collectivism vs Individualism (IDV): The
         degree to which the culture emphasizes
         individual or collective relationships

         Power Distance (PD): The degree of equality
         among the people of a culture

         Femininity vs Masculinity (MAS): The power
         equation between genders in a culture

         Uncertainty Avoidance (UA): The extent to
         which the members of a culture feel threatened
         by uncertain circumstances

         Time Orientation (LTO): The extent to which
         a culture stays devoted to traditional values on a
         long-term basis



                  Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                             Society for Technical Communication                                       169
Case Study—Individualism vs
Collectivism
Adobe® Systems websites for the USA and India sport
different images.




                                                                                       Figure 5: Power distance
                                                                                     (websites accessed on April 2, 2011)

                                                                      Some other applications of the Power Distance
                                                                      dimension are as follows:
                                                                      Navigation: People from High Power Distance cultures
                                                                      have been observed to appreciate restricted, guided
                                                                      routes and ways to access information, and greater use of
                                                                      authentication mechanisms. On the other hand, users
                                                                      from LPD cultures demonstrate a preference for multiple
                                                                      information paths, and freedom in the way things can be
                                                                      done.13
                                                                      User Interaction: An analysis of the Coca-Cola websites
                                                                      for countries with different power distances shows that
                                                                      the error messages meant for users in LPD cultures tend
                                                                      to be didactic, while for HPD cultures, these are more
                                                                      supportive in nature.13
                                                                      Models: While users in LPD cultures like to see
                                                                      influential people and leaders featured on websites, users
                                                                      in HPD cultures prefer to see normal people engaged in
                                                                      day-to-day activities. This may also reflect in the fonts,
         Figure 4: Individualism vs Collectivism
             (websites accessed on April 15, 2011)
                                                                      colors, sounds, logos and other multimedia elements on a
                                                                      website.
While searching for corporate information, users from
individualist societies tend to be more interested in
personal achievers at a company. Members of collectivist              Case Study—Femininity vs Masculinity
cultures focus more on group milestones.                              McDonald’s websites for Norway (low MAS) and Saudi
                                                                      Arabia (high MAS) have different designs. The metaphor
Case Study—Power Distance                                             on the front page of the Norwegian website underlines
                                                                      family and shopping, while the Saudi Arabian design lays
The Siemens® website for The Netherlands (low power                   emphasis on the spirit of sports and competition. Thus,
distance) shows details of a single leaf as its predominant           the content and design of a website targeting a woman-
image. The website for Malaysia features images of the                dominated culture should emphasize social relationships.
Kuala Lumpur skyline.                                                 On the graphic design front, women tend to like softer
                                                                      edges and shapes, while men seem to prefer clear, no fuss
                                                                      illustrations13.




                  Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                                 Society for Technical Communication                                          170
Figure 7: Uncertainty avoidance
                                                                                          (websites accessed on April 3, 2011)


                                                                          Case Study: Long Term Orientation
                                                                          Figure 8 shows snapshots of the websites of two
                                                                          builders—one from Pakistan (LTO closer to zero) and
                                                                          the other active in India (LTO closer to 60). The effect of
                                                                          this Hofstede’s parameter on the visual imagery of these
                                                                          websites is evident. The first website focuses on a single
                                                                          project, while the second one depicts a city-level long-
                                                                          term view.


           Figure 6: Femininity vs Masculinity
                 (websites accessed on April 3, 2011)


Case Study: Uncertainty Avoidance
Trends are observable in the visual information that
Skoda presents to users in Britain (low UA) and Belgium
(high UA). While the British website shows a dynamic
image open to interpretation, the Belgian website features
relatively unambiguous images.




                                                                                         Figure 8: Long term orientation
                                                                                          (websites accessed on April 3, 2011)

                                                                          An example application of the LTO dimension is in
                                                                          designing the Contact Us page for a corporate website.
                                                                          Even a single Web form could suffice as the Contact Us
                                                                          Web page of a site targeting users from low LTO
                                                                          cultures, since long-distance communication is often the
                                                                          dominant mode of communication in such societies.
                                                                          However, in high LTO countries, users expect to see the
                                                                          personal contact information of some company
                                                                          representative displayed prominently on contact pages.13




                     Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                                     Society for Technical Communication                                           171
Hall’s time orientations                                           POLITICAL CORRECTNESS
Edward T. Hall’s theory of time orientations
                                                                   Sometimes, the quest to be politically correct leads to the
differentiates monochronic (single-tasking) and
                                                                   conscious rejection of certain colors and symbols by a
polychronic (multi-tasking) cultures. The US is usually
                                                                   people or community. Such trends are more observable
seen as a monochronic culture, while the Arab world is
                                                                   when a nation comes of age—for instance, when it
considered polychronic.14
                                                                   becomes a sovereign state after a period of dictatorship
Unlike Hofstede, Hall has not developed detailed time              or colonial rule. Otherwise too, trends like replacing the
orientation scores for countries and cultures. However,            word disabled with the wheelchair symbol, or the coinage
behavioral observation of a sample user-base could help            differently-abled, reflect an attempt to avoid offending
determine if a culture is monochronic or polychronic.15            those in question.

Hall’s orientations likely have limited applications to the        Another recent example is that of China blocking Web
localization of visual elements. However, they could help          searches for the keyword Jasmine in the wake of the
optimize workflow and user interaction design for                  recent Tunisian ‘Jasmine’ revolution.
different cultures.


Marcus’ model of culture-
                                                                   SUMMARY
sensitive Web UI design                                            The localization of corporate Web assets is a complex
                                                                   process involving many technical and cultural variables.
Aaron Marcus has identified five key design components             The cultural aspects of this process can be addressed
for optimized global UI design16:                                  adequately through a careful study of the target user-base
                                                                   and application of cultural models, early in the
         Metaphors are words, images, sounds, and                  development cycle.
         tactile experiences that have the potential to
         convey complex concepts.                                  Besides linguistic heterogeneities, the perception of
                                                                   colors, images, symbols, gestures, and signals by
                                                                   different cultures varies under the influence of factors
                                                                   like demographics, taboos, politics, history, moralities,
                                                                   and theistic beliefs. Any successful attempt to localize
                                                                   these assets, thus, must take cognizance of these factors.

         Mental Models are assumptions that people                 While localizing visual elements in a culture-sensitive
         have in mind. For example, when someone says              manner increases the overall localization effort, the
         they went to see a sports game, Indian listeners          resulting global Web presence helps companies build,
         would likely imagine a cricket match, while               maintain, and expand a loyal customer-base. Web
         American listeners would likely think about a             analytics tools like Adobe Test&Target and user-
         football/baseball game.                                   feedback mechanisms, such as ratings and questionnaires,
                                                                   could help quantify the impact of culture-sensitive
         Navigation pertains to how user would traverse            localization on user experience and customer loyalty.
         a particular model.

         Interaction pertains to the human-computer
         interaction. Interaction involves elements, such
                                                                   REFERENCES
         as I/O, status displays, and other feedback.
                                                                        1.   Global 2005 Calendar, Human Factors
         Appearance relates to the choice of fonts,                          International
         colors, styles, sounds, or tactile perception for              2.   Table at
         localized Web UIs.                                                  http://www.users.bigpond.com/lionelhartley/reso
                                                                             urces/colours.htm, accessed in August 2007
Besides UI design, Marcus’ components could find
applications in information design and content delivery                 3.   Jennifer Kyrnin, “Color Symbolism”,
mechanisms for documentation suites.                                         http://webdesign.about.com, accessed in April
                                                                             2011



                  Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                              Society for Technical Communication                                       172
4.   H John Johnsen, “The Cultural Significance of
         Color”, http://www.americanchronicle.com,
         [California, American Chronicle], accessed in
         April 2011

    5.   http://www.umb.edu/wau/techniques/color.html,
         accessed in April 2011

    6.   http://www.casio.com/products/Timepiece/Baby-
         G and
         http://www.casio.com/products/Timepiece/G-
         Shock, accessed in April 2011

    7.   Jeanette Joy Fisher, “Color Help: Many Factors
         Affect Color Preference”,
         http://ezinearticles.com, accessed in August
         2007

    8.   http://www.simplebits.com/notebook/2005/11/10
         /colors.html, accessed in August 2007

    9.   http://www.webmonkey.com/webmonkey/00/37/i
         ndex2a.html, accessed in August 2007

    10. http://www.honeynet.org/papers/phishing,
        accessed in April 2011

    11. William Horton, “The Icon Book”, [New York,
        John Wiley and Sons], 1994, page 245

    12. http://geert-hofstede.com, accessed in April
        2011

    13. Aaron Marcus and Associates, “Culture vs.
        Corporate Global Web UI Design”, accessed in
        August 2007

    14. Harley Hahn, “Time Sense: Polychronicity and
        Monochronicity”, accessed in April 2011

    15. http://www.tamas.com/samples/source-
        docs/Hofstede_Hall.pdf, accessed in April 2011

    16. Valentina-Johanna Baumgartner, “A Practical
        Set of Cultural Dimensions for Global User-
        Interface Analysis and Design”, accessed in
        April 2011


                                                                          Samartha Vashishtha

                                                                          Senior Technical Writer
                                                                          Adobe Systems

                                                                          Email: samartha@adobe.com

                                                                          Beyond work, Samartha Vashishtha is a bilingual poet and
                                                                          intermittent technology journalist.

                                                                          He blogs about all things Adobe at
                                                                          http://blogs.adobe.com/samartha.You can follow him on
                                                                          Twitter @samarthav.




                 Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors
Copyright 2011                           Society for Technical Communication                                                173

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Localizing Images: Cultural Aspects and Visual Metaphors

  • 1. S o c i e t y f o r Te c h n i c a l C o m m u n i c a t i o n STC’s 58th Annual Conference www.stc.org P R O C E E D I N G S 15 –18 May 2011 Sacramento Convention Center Sacramento, CA
  • 2. Notice The papers published in these Proceedings were reproduced from originals furnished by the authors. The opinions and security of the information are the responsibility of the authors and not the Society for Technical Communication. STC grants permission to educators and academic libraries to photocopy articles from these Proceedings for classroom purposes. There is no charge to these institutions provided they give credit to the author, the Proceedings, and STC. All others must request permission. Society for Technical Communication 9401 Lee Highway Suite 300 Fairfax, VA 22031 (703) 522-4114 (703) 522-2075 (fax) www.stc.org © 2011 Society for Technical Communication
  • 3. Localizing Images: Cultural Aspects and Visual Metaphors Samartha Vashishtha Modern corporations maintain a wide range of Web assets, including websites, documentation portals, and knowledge- bases. These Web assets use visual elements, such as COLOR colors, graphics, images, symbols, visual arrangements, and user interactions, to convey information. While we Colors invoke different moods, emotions, and states of expect these elements to convey only the information we minds. Besides their general significance, they assume intend to convey, such visual elements also carry cultural special significance in particular socio-cultural contexts. meanings that different users interpret differently in the While localizing visual elements, you could use the light of their social background. tables in this section as references to choose a color that would convey the intended meaning to users from a Despite the importance of these visual elements, most Web specific cultural background. asset localization projects limit their focus to only text and screenshots. However, translating these visual elements, keeping in mind the cultural ethos of the target audience, is Tables: Significance of Colors crucial too—especially for marketing-oriented content, documentation, and websites. From this URL (PDF), you can download a table summarizing the general range of meaning that major In this article, we will look at the cultural aspects that must colors convey.2 be considered while localizing these visual elements of This table (PDF) captures many useful instances of “content”. culture-specific significance of colors.1,2, and 4 Although color can be used to supplement and reinforce DEFINING CULTURE the effect of a Web element, it should not be used as the sole means to convey meaning5—partly because that Before we examine the aforementioned visual elements, information cannot be used by those who are color-blind. let’s review a definition of culture given by Geert Hofstede, Emeritus Professor—Maastricht University: Case Study—Hygiene-product “Culture is the collective programming of the human Websites mind that distinguishes the members of one human group from those of another. Culture in this sense is a system of The websites of Axe® and Old Spice®, both leading collectively held values.” brands of deodorants targeting male customers, display predictable color patterns. While the Axe site is Hofstede also propounded a set of five dimensions that predominantly set in black, a color of sexuality and help objectify cultural differences: sophistication, Old Spice uses a combination of red and black for similar reasons. Collectivism vs Individualism By contrast, SunSilk Gang Of Girls and Pond’s®, two Power Distance websites targeting female customers, figure pink hues prominently. Femininity vs Masculinity Similar trends are observable in Casio’s launch of a Uncertainty Avoidance series of women watches (Baby G) parallel to its popular G-Shock series for men6, which features a number of Long Term Orientation black watches. Many Baby G watches are pink or of pastel colors, so that they appeal to the modern woman. We will study these dimensions later in this article. Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 166
  • 4. These examples elucidate the fact that the two genders currency in the 1870s and 1880s. In the 1890s, cream have widely different color preferences. As a general shades got popular7. observation, men tend to like cooler colors like blue and black, while women have a bias towards warmer colors— In the twentieth century, these cycles of preference are that is, shades of red and orange3. See Case Study— short and abstract. As far as content, Help systems, and Femininity vs Masculinity later in this article for more Web design are concerned, shades of blues seem to be information on the general preferences of the two the in thing globally. Some custom colors that Web and genders. graphic designers prefer, as per a survey, are shown in Figure 18. Class Differences and Color Perception Research has shown that members of the general working class prefer colors that they can easily name, while the highly educated class prefers obscure colors like taupe, azure and mauve3. Figure 1: Some popular colors for Web and info design This seems to be a primary reason why Wal-mart® chooses simple colors for its logo. The current logo is a distinct blue and yellow. Web-safe Colors Back when computer displays were capable of displaying only 256 colors, a palette of 216 colors—supposedly immune to dithering on such displays—was developed. Those colors did not have standardized names, but were identifiable through a unique set of RGB values. It must Age Differences and Color be noted that the Web-safe palette has gone obsolete Perception now9, since almost all modern color displays are 16+ bit. However, designers of anti-phishing10 systems still use Jennifer Kyrnin opines that children like bright, solid that palette; since a large number of its colors can be colors, while adults prefer subdued shades; implying that distinguished uniquely by the human eye. mild pastels and gray shades are not the appropriate colors for images on a children’s website. SYMBOLS AND ICONS Climatic Differences and Color In most cultures, symbols are very closely interwoven Perception with general etiquette and theistic beliefs. This calls for a The climatic conditions of a target country may also have careful assessment of their suitability in different cultural an effect on the color preferences of the people there. For contexts. In most cases, drawing elements from a set of instance, Scandinavians are known to have a preference internationally accepted icons and symbols can be a safe for light yellows, bright whites, and sky blues. This is in option. stark contrast to the long, dark nights that they are used Recognizing the need to standardize the use of visual to as a people. The residents of San Francisco, being elements on a global scale, JTC1, a technical group of used to foggy days, don’t exhibit a liking for grays. the ISO has come up with the ISO/IEC DIS 11851 However, these hues are preferred by the residents of standard for icon symbols and functions in IT user Miami7. system interfaces. The standard deals with general, object, pointer, control, tool, and action icons. Color Trends Like all other things, colors too periodically gain or lose favor with the masses. Very bright colors ruled the roost in the West in the mid-1800s, but subdued colors gained Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 167
  • 5. Some Guidelines on Using In Greece, this Symbols Internationally gesture, going Although deciding on the right symbols for a localization  Stop, halt back to Byzantine project calls for ingenuity and caution, these guidelines times, is an will come handy: abusive signal. Graphical elements with text in a particular Similarly, using body parts as symbols could language should be avoided, since they could be back-fire. Inanimate objects can be substituted difficult to localize. Elements with a single letter for human figures, wherever possible.11 When could particularly lose a lot of their meaning in using human figures is indispensable, line and translation, since words with identical meaning generic sketches should be used. in different languages can begin with different The use of animal symbols should also be letters. avoided while designing for an international Hand symbols should be avoided while audience. The dog normally thought of as a designing interfaces that will be localized. symbol of loyalty in the West, is food to many Generally speaking, almost all hand gestures are East Asians. The snake, which could be a obscene someplace or the other in the world.11 negative symbol for the West (the Devil, tempter), is the symbol of life and rebirth in If hand symbols must be used, generic human some parts of the East.11 Many animals hold hands engaged in some unambiguous activity religious significance in specific parts of the should be shown. Visual elements representing world. The cow is sacred in India, while the pig gender or racial distinctions should be is an unholy animal for Muslims everywhere. omitted—for instance, the hands should be Mythological or religious symbols that hold drawn in pure white or pure black. Some hand relevance for a particular culture may be gestures that will not go down well with a global meaningless for others. For instance, the Red audience are shown in the table below. Cross symbol is modified to the Red Crescent in Arabic countries, since crosses and six-pointed Intended stars can be deemed inappropriate there11. Icon Problems Similarly, while the Swastika is reminiscent of meaning Nazism in the West, the related Swastik is a In Sicily, this holy symbol for the Hindus. hand gesture is  Yes, OK a reference to an intimate activity. In France, this gesture means zero or Figure 2: Swastika and Swastik worthless. In Using abstract symbols, made up of simple Japan, it is a geometric shapes, can be a safe option. Here  Precisely, yes reference to money. In too, care must be taken not to use symbols that resemble religious symbols (like the Islamic South America crescent) and flags of nations.11 and India, this hand gesture Using natural images for designing symbols is has anatomical also an option, since these remain fairly connotations. consistent across the world. Other possible inspirations for international symbols could be modes of transportation, globally-marketed consumer goods (like cameras, batteries, and Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 168
  • 6. electric bulbs), office equipment, Hofstede has determined scores for each of these communication media, scientific symbols, and attributes for many countries of the world. professions practiced throughout the world (painter, carpenter, writer, etc). Some traffic and warning symbols are also fairly standardized Example: Comparison of Hofstede’s and in use throughout the world11. dimensions for India and the USA Flags on a Globalized Website Yves Lang is of the view that on a globalized website, flags should not be used as icons that users must click to access language-localized versions. This is because the same language may be the native tongue of many countries, and the lingua franca of a still greater number of communities. Using a flag to represent a language (for example, using the British, American or the Australian flag to represent the English language) could offend users in other countries where that language is widely spoken. CULTURAL ATTRIBUTES While localizing the visual elements in an information asset, an understanding of the attributes of target culture comes very handy. In this section, we’ll look at some theories that attempt to define such attributes beyond the obvious. Hofstede’s Dimensions of Culture "Culture is more often a source of conflict than of Figure 3: Hofstede’s dimensions for India and the USA synergy. Cultural differences are a nuisance at best and often a disaster." - GEERT HOFSTEDE Hofstede’s culture theory defines five dimensions of culture that help objectify differences between cultures12: Collectivism vs Individualism (IDV): The degree to which the culture emphasizes individual or collective relationships Power Distance (PD): The degree of equality among the people of a culture Femininity vs Masculinity (MAS): The power equation between genders in a culture Uncertainty Avoidance (UA): The extent to which the members of a culture feel threatened by uncertain circumstances Time Orientation (LTO): The extent to which a culture stays devoted to traditional values on a long-term basis Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 169
  • 7. Case Study—Individualism vs Collectivism Adobe® Systems websites for the USA and India sport different images. Figure 5: Power distance (websites accessed on April 2, 2011) Some other applications of the Power Distance dimension are as follows: Navigation: People from High Power Distance cultures have been observed to appreciate restricted, guided routes and ways to access information, and greater use of authentication mechanisms. On the other hand, users from LPD cultures demonstrate a preference for multiple information paths, and freedom in the way things can be done.13 User Interaction: An analysis of the Coca-Cola websites for countries with different power distances shows that the error messages meant for users in LPD cultures tend to be didactic, while for HPD cultures, these are more supportive in nature.13 Models: While users in LPD cultures like to see influential people and leaders featured on websites, users in HPD cultures prefer to see normal people engaged in day-to-day activities. This may also reflect in the fonts, Figure 4: Individualism vs Collectivism (websites accessed on April 15, 2011) colors, sounds, logos and other multimedia elements on a website. While searching for corporate information, users from individualist societies tend to be more interested in personal achievers at a company. Members of collectivist Case Study—Femininity vs Masculinity cultures focus more on group milestones. McDonald’s websites for Norway (low MAS) and Saudi Arabia (high MAS) have different designs. The metaphor Case Study—Power Distance on the front page of the Norwegian website underlines family and shopping, while the Saudi Arabian design lays The Siemens® website for The Netherlands (low power emphasis on the spirit of sports and competition. Thus, distance) shows details of a single leaf as its predominant the content and design of a website targeting a woman- image. The website for Malaysia features images of the dominated culture should emphasize social relationships. Kuala Lumpur skyline. On the graphic design front, women tend to like softer edges and shapes, while men seem to prefer clear, no fuss illustrations13. Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 170
  • 8. Figure 7: Uncertainty avoidance (websites accessed on April 3, 2011) Case Study: Long Term Orientation Figure 8 shows snapshots of the websites of two builders—one from Pakistan (LTO closer to zero) and the other active in India (LTO closer to 60). The effect of this Hofstede’s parameter on the visual imagery of these websites is evident. The first website focuses on a single project, while the second one depicts a city-level long- term view. Figure 6: Femininity vs Masculinity (websites accessed on April 3, 2011) Case Study: Uncertainty Avoidance Trends are observable in the visual information that Skoda presents to users in Britain (low UA) and Belgium (high UA). While the British website shows a dynamic image open to interpretation, the Belgian website features relatively unambiguous images. Figure 8: Long term orientation (websites accessed on April 3, 2011) An example application of the LTO dimension is in designing the Contact Us page for a corporate website. Even a single Web form could suffice as the Contact Us Web page of a site targeting users from low LTO cultures, since long-distance communication is often the dominant mode of communication in such societies. However, in high LTO countries, users expect to see the personal contact information of some company representative displayed prominently on contact pages.13 Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 171
  • 9. Hall’s time orientations POLITICAL CORRECTNESS Edward T. Hall’s theory of time orientations Sometimes, the quest to be politically correct leads to the differentiates monochronic (single-tasking) and conscious rejection of certain colors and symbols by a polychronic (multi-tasking) cultures. The US is usually people or community. Such trends are more observable seen as a monochronic culture, while the Arab world is when a nation comes of age—for instance, when it considered polychronic.14 becomes a sovereign state after a period of dictatorship Unlike Hofstede, Hall has not developed detailed time or colonial rule. Otherwise too, trends like replacing the orientation scores for countries and cultures. However, word disabled with the wheelchair symbol, or the coinage behavioral observation of a sample user-base could help differently-abled, reflect an attempt to avoid offending determine if a culture is monochronic or polychronic.15 those in question. Hall’s orientations likely have limited applications to the Another recent example is that of China blocking Web localization of visual elements. However, they could help searches for the keyword Jasmine in the wake of the optimize workflow and user interaction design for recent Tunisian ‘Jasmine’ revolution. different cultures. Marcus’ model of culture- SUMMARY sensitive Web UI design The localization of corporate Web assets is a complex process involving many technical and cultural variables. Aaron Marcus has identified five key design components The cultural aspects of this process can be addressed for optimized global UI design16: adequately through a careful study of the target user-base and application of cultural models, early in the Metaphors are words, images, sounds, and development cycle. tactile experiences that have the potential to convey complex concepts. Besides linguistic heterogeneities, the perception of colors, images, symbols, gestures, and signals by different cultures varies under the influence of factors like demographics, taboos, politics, history, moralities, and theistic beliefs. Any successful attempt to localize these assets, thus, must take cognizance of these factors. Mental Models are assumptions that people While localizing visual elements in a culture-sensitive have in mind. For example, when someone says manner increases the overall localization effort, the they went to see a sports game, Indian listeners resulting global Web presence helps companies build, would likely imagine a cricket match, while maintain, and expand a loyal customer-base. Web American listeners would likely think about a analytics tools like Adobe Test&Target and user- football/baseball game. feedback mechanisms, such as ratings and questionnaires, could help quantify the impact of culture-sensitive Navigation pertains to how user would traverse localization on user experience and customer loyalty. a particular model. Interaction pertains to the human-computer interaction. Interaction involves elements, such REFERENCES as I/O, status displays, and other feedback. 1. Global 2005 Calendar, Human Factors Appearance relates to the choice of fonts, International colors, styles, sounds, or tactile perception for 2. Table at localized Web UIs. http://www.users.bigpond.com/lionelhartley/reso urces/colours.htm, accessed in August 2007 Besides UI design, Marcus’ components could find applications in information design and content delivery 3. Jennifer Kyrnin, “Color Symbolism”, mechanisms for documentation suites. http://webdesign.about.com, accessed in April 2011 Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 172
  • 10. 4. H John Johnsen, “The Cultural Significance of Color”, http://www.americanchronicle.com, [California, American Chronicle], accessed in April 2011 5. http://www.umb.edu/wau/techniques/color.html, accessed in April 2011 6. http://www.casio.com/products/Timepiece/Baby- G and http://www.casio.com/products/Timepiece/G- Shock, accessed in April 2011 7. Jeanette Joy Fisher, “Color Help: Many Factors Affect Color Preference”, http://ezinearticles.com, accessed in August 2007 8. http://www.simplebits.com/notebook/2005/11/10 /colors.html, accessed in August 2007 9. http://www.webmonkey.com/webmonkey/00/37/i ndex2a.html, accessed in August 2007 10. http://www.honeynet.org/papers/phishing, accessed in April 2011 11. William Horton, “The Icon Book”, [New York, John Wiley and Sons], 1994, page 245 12. http://geert-hofstede.com, accessed in April 2011 13. Aaron Marcus and Associates, “Culture vs. Corporate Global Web UI Design”, accessed in August 2007 14. Harley Hahn, “Time Sense: Polychronicity and Monochronicity”, accessed in April 2011 15. http://www.tamas.com/samples/source- docs/Hofstede_Hall.pdf, accessed in April 2011 16. Valentina-Johanna Baumgartner, “A Practical Set of Cultural Dimensions for Global User- Interface Analysis and Design”, accessed in April 2011 Samartha Vashishtha Senior Technical Writer Adobe Systems Email: samartha@adobe.com Beyond work, Samartha Vashishtha is a bilingual poet and intermittent technology journalist. He blogs about all things Adobe at http://blogs.adobe.com/samartha.You can follow him on Twitter @samarthav. Samartha Vashishtha | Localizing Images: Cultural Aspects and Visual Metaphors Copyright 2011 Society for Technical Communication 173