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TAUS Best Practices
Adequacy/Fluency Guidelines
May 2013
Quality Evaluation using Adequacy
and/or Fluency Approaches
WHY ARE TAUS INDUSTRY GUIDELINES NEEDED?
Adequacy and/or Fluency evaluations are regularly employed for
assessing the quality of machine translation. However, they are also
useful for evaluation of human and/or computer assisted translation in
certain contexts. These methods are less costly and time consuming to
implement than an error typology approach and can help to focus on
assessing quality attributes that are most relevant for specific content
types and purposes.
Providing guidelines for best practices will enable the industry to:
• Adopt standard approaches, ensuring a shared language and
understanding between translation buyers, suppliers and evaluators
• Better track and compare performance across projects, languages
and vendors
• Reduce the cost of quality assurance
Adequacy/Fluency Best Practice
Guidelines
Establish clear definitions
Adequacy
• “How much of the meaning expressed in the gold-
standard translation or the source is also expressed in
the target translation” (Linguistic Data Consortium).
Fluency
• To what extent the translation is “one that is well-
formed grammatically, contains correct
spellings, adheres to common use of terms, titles and
names, is intuitively acceptable and can be sensibly
interpreted by a native speaker” (Linguistic Data
Consortium).
Clearly define evaluation criteria and rating
scales, using examples to ensure clarity
Adequacy
• How much of the meaning
expressed in the gold-
standard translation or the
source is also expressed in
the target translation?
• On a 4-point scale rate how
much of the meaning is
represented in the
translation:
o Everything
 o Most

o Little
 o None
Fluency
To what extent is a target side translation
grammatically well informed, without
spelling errors and experienced as using
natural/intuitive language by a native
speaker?
Rate on a 4- point scale the extent to which
the translation is well-formed
grammatically, contains correct
spellings, adheres to common use of
terms, titles and names, is intuitively
acceptable and can be sensibly interpreted
by a native speaker:
o Flawless
o Good
o Dis-fluent
o
Incomprehensible
Data segments should be at least
sentence length
• The chosen evaluation data set must be
representative of entire data set/content
• For MT output, at a minimum two hundred
segments must be reviewed
• For MT output, the order in which the
data/content order is presented should be
randomized to eliminate bias
Human evaluator teams are best suited to
provide feedback for Adequacy and/or Fluency
• For periodic reviews there should be at least
four evaluators per team
• The level of agreement between evaluators
and confidence intervals must be measured
• Evaluators must rate the same data
To ensure consistency quality human evaluators
must meet minimum requirements
• Ensure minimum requirements are met by developing
training materials, screening tests, and guidelines with
examples
• Evaluators should be native or near native
speakers, familiar with the domain of the data
• Evaluators should ideally be available to perform one
evaluation pass without interruption
For adequacy evaluation evaluators will need to be able to
understand the source language. This requirement can be
overcome if evaluators are given a gold reference segment for
each translated segment. Note that the quality of the gold
reference should be validated in advance.
Determine when your evaluations are suited for
benchmarking, by making sure results are repeatable.
• Define tests and test sets for each model and
determine minimal requirements for inter-
rater agreements.
• Train and retain evaluator teams
• Establish scalable and repeatable processes by
using tools and automated processes for data
preparation, evaluation setup and analysis
Capture evaluation results automatically to enable
comparisons across time, projects, vendors
• Use color-coding for comparing performance
over time, e.g. green for meeting or exceeding
expectations, amber to signal a reduction in
quality, red for problems that need addressing
Implement a CAPA (Corrective Action
Preventive Action) process
• Best practice is for there to be a process in place
to deal with quality issues - corrective action
processes along with preventive action processes.
Examples might include the provision of training
or the improvement of terminology management
processes.
• Adequacy/Fluency review may not identify root
causes. If review scores highlight major
issues, more detailed analysis may be
required, for example using Error Typology
review.
If evaluations follow these recommendations
you will be able to achieve reliable and
statistically significant results with measurable
confidence scores.
Further resources:
For TAUS members:
For information on when to use adequacy
and/or fluency approaches, conditions for
success, step-by-step process guides, ready to
use templates and guidance on training
evaluators, please refer to the TAUS Dynamic
Quality Framework Knowledge.
Our thanks to:
Karin Berghoefer (Appen Butler Hill) for drafting
these guidelines.
The following organizations for reviewing and refining
the Guidelines at the TAUS Quality Evaluation Summit
15 March 2013, Dublin:
ABBYY Language Services, Capita Translation and
Interpreting, Crestec, Intel, Jensen Localization, Jonckers
Translation & Engineering s.r.o., Lingo24, Logrus
International, Microsoft, Palex Languages &
Software, Symantec, and Tekom.
Consultation and Publication
• A public consultation was undertaken
between 11 and 24 April 2013. The guidelines
were published on 2 May 2013.
Feedback
• To give feedback on how to improve the
guidelines, please write to dqf@tauslabs.com.

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TAUS Best Practices Adequacy/Fluency Guidelines

  • 2. Quality Evaluation using Adequacy and/or Fluency Approaches WHY ARE TAUS INDUSTRY GUIDELINES NEEDED? Adequacy and/or Fluency evaluations are regularly employed for assessing the quality of machine translation. However, they are also useful for evaluation of human and/or computer assisted translation in certain contexts. These methods are less costly and time consuming to implement than an error typology approach and can help to focus on assessing quality attributes that are most relevant for specific content types and purposes. Providing guidelines for best practices will enable the industry to: • Adopt standard approaches, ensuring a shared language and understanding between translation buyers, suppliers and evaluators • Better track and compare performance across projects, languages and vendors • Reduce the cost of quality assurance
  • 3. Adequacy/Fluency Best Practice Guidelines Establish clear definitions Adequacy • “How much of the meaning expressed in the gold- standard translation or the source is also expressed in the target translation” (Linguistic Data Consortium). Fluency • To what extent the translation is “one that is well- formed grammatically, contains correct spellings, adheres to common use of terms, titles and names, is intuitively acceptable and can be sensibly interpreted by a native speaker” (Linguistic Data Consortium).
  • 4. Clearly define evaluation criteria and rating scales, using examples to ensure clarity Adequacy • How much of the meaning expressed in the gold- standard translation or the source is also expressed in the target translation? • On a 4-point scale rate how much of the meaning is represented in the translation: o Everything
 o Most
 o Little
 o None Fluency To what extent is a target side translation grammatically well informed, without spelling errors and experienced as using natural/intuitive language by a native speaker? Rate on a 4- point scale the extent to which the translation is well-formed grammatically, contains correct spellings, adheres to common use of terms, titles and names, is intuitively acceptable and can be sensibly interpreted by a native speaker: o Flawless
o Good
o Dis-fluent
o Incomprehensible
  • 5. Data segments should be at least sentence length • The chosen evaluation data set must be representative of entire data set/content • For MT output, at a minimum two hundred segments must be reviewed • For MT output, the order in which the data/content order is presented should be randomized to eliminate bias
  • 6. Human evaluator teams are best suited to provide feedback for Adequacy and/or Fluency • For periodic reviews there should be at least four evaluators per team • The level of agreement between evaluators and confidence intervals must be measured • Evaluators must rate the same data
  • 7. To ensure consistency quality human evaluators must meet minimum requirements • Ensure minimum requirements are met by developing training materials, screening tests, and guidelines with examples • Evaluators should be native or near native speakers, familiar with the domain of the data • Evaluators should ideally be available to perform one evaluation pass without interruption For adequacy evaluation evaluators will need to be able to understand the source language. This requirement can be overcome if evaluators are given a gold reference segment for each translated segment. Note that the quality of the gold reference should be validated in advance.
  • 8. Determine when your evaluations are suited for benchmarking, by making sure results are repeatable. • Define tests and test sets for each model and determine minimal requirements for inter- rater agreements. • Train and retain evaluator teams • Establish scalable and repeatable processes by using tools and automated processes for data preparation, evaluation setup and analysis
  • 9. Capture evaluation results automatically to enable comparisons across time, projects, vendors • Use color-coding for comparing performance over time, e.g. green for meeting or exceeding expectations, amber to signal a reduction in quality, red for problems that need addressing
  • 10. Implement a CAPA (Corrective Action Preventive Action) process • Best practice is for there to be a process in place to deal with quality issues - corrective action processes along with preventive action processes. Examples might include the provision of training or the improvement of terminology management processes. • Adequacy/Fluency review may not identify root causes. If review scores highlight major issues, more detailed analysis may be required, for example using Error Typology review.
  • 11. If evaluations follow these recommendations you will be able to achieve reliable and statistically significant results with measurable confidence scores.
  • 12. Further resources: For TAUS members: For information on when to use adequacy and/or fluency approaches, conditions for success, step-by-step process guides, ready to use templates and guidance on training evaluators, please refer to the TAUS Dynamic Quality Framework Knowledge.
  • 13. Our thanks to: Karin Berghoefer (Appen Butler Hill) for drafting these guidelines. The following organizations for reviewing and refining the Guidelines at the TAUS Quality Evaluation Summit 15 March 2013, Dublin: ABBYY Language Services, Capita Translation and Interpreting, Crestec, Intel, Jensen Localization, Jonckers Translation & Engineering s.r.o., Lingo24, Logrus International, Microsoft, Palex Languages & Software, Symantec, and Tekom.
  • 14. Consultation and Publication • A public consultation was undertaken between 11 and 24 April 2013. The guidelines were published on 2 May 2013. Feedback • To give feedback on how to improve the guidelines, please write to dqf@tauslabs.com.