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Internationalization and Localization
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Internationalization (i18n) and Localization (l10n) {#i18n_l10n_title}

Disclaimer for newcomers: i18n and l10n are numeronyms, a kind of abbreviation where numbers are used to shorten words - in our case, internationalization becomes i18n and localization, l10n.

First of all, we need to define those two similar concepts and other related things:

  • Internationalization is when you organize your code so it can be adapted to different languages or regions without refactorings. This action is usually done once - preferably, at the beginning of the project, or else you will probably need some huge changes in the source!
  • Localization happens when you adapt the interface (mainly) by translating contents, based on the i18n work done before. It usually is done every time a new language or region needs support and is updated when new interface pieces are added, as they need to be available in all supported languages.
  • Pluralization defines the rules required between distinct languages to interoperate strings containing numbers and counters. For instance, in English when you have only one item, it is singular, and anything different from that is called plural; plural in this language is indicated by adding an S after some words, and sometimes changes parts of it. In other languages, such as Russian or Serbian, there are two plural forms in addition to the singular - you may even find languages with a total of four, five or six forms, such as Slovenian, Irish or Arabic.

Common ways to implement

The easiest way to internationalize PHP software is by using array files and using those strings in templates, such as <h1><?=$TRANS['title_about_page']?></h1>. This way is, however, hardly recommended for serious projects, as it poses some maintenance issues along the road - some might appear in the very beginning, such as pluralization. So, please, don't try this if your project will contain more than a couple of pages.

The most classic way and often taken as reference for i18n and l10n is a Unix tool called gettext. It dates back to 1995 and is still a complete implementation for translating software. It is easy enough to get running, while still sporting powerful supporting tools. It is about Gettext we will be talking here. Also, to help you not get messy over the command-line, we will be presenting a great GUI application that can be used to easily update your l10n source

Other tools

There are common libraries used that support Gettext and other implementations of i18n. Some of them may seem easier to install or sport additional features or i18n file formats. In this document, we focus on the tools provided with the PHP core, but here we list others for completion:

  • aura/intl: Provides internationalization (I18N) tools, specifically package-oriented per-locale message translation. It uses array formats for message. Does not provide a message extractor, but does provide advanced message formatting via the intl extension (including pluralized messages).
  • oscarotero/Gettext: Gettext support with an OO interface; includes improved helper functions, powerful extractors for several file formats (some of them not supported natively by the gettext command), and can also export to other formats besides .mo/.po files. Can be useful if you need to integrate your translation files into other parts of the system, like a JavaScript interface.
  • symfony/translation: supports a lot of different formats, but recommends using verbose XLIFF's. Doesn't include helper functions nor a built-in extractor, but supports placeholders using strtr() internally.
  • zend/i18n: supports array and INI files, or Gettext formats. Implements a caching layer to save you from reading the filesystem every time. It also includes view helpers, and locale-aware input filters and validators. However, it has no message extractor.

Other frameworks also include i18n modules, but those are not available outside of their codebases:

  • Laravel supports basic array files, has no automatic extractor but includes a @lang helper for template files.
  • Yii supports array, Gettext, and database-based translation, and includes a messages extractor. It is backed by the Intl extension, available since PHP 5.3, and based on the ICU project; this enables Yii to run powerful replacements, like spelling out numbers, formatting dates, times, intervals, currency, and ordinals.

If you decide to go for one of the libraries that provide no extractors, you may want to use the gettext formats, so you can use the original gettext toolchain (including Poedit) as described in the rest of the chapter.

Gettext

Installation

You might need to install Gettext and the related PHP library by using your package manager, like apt-get or yum. After installed, enable it by adding extension=gettext.so (Linux/Unix) or extension=php_gettext.dll (Windows) to your php.ini.

Here we will also be using Poedit to create translation files. You will probably find it in your system's package manager; it is available for Unix, Mac, and Windows, and can be downloaded for free on their website as well.

Structure

Types of files

There are three files you usually deal with while working with gettext. The main ones are PO (Portable Object) and MO (Machine Object) files, the first being a list of readable "translated objects" and the second, the corresponding binary to be interpreted by gettext when doing localization. There's also a POT (Template) file, which simply contains all existing keys from your source files, and can be used as a guide to generate and update all PO files. Those template files are not mandatory: depending on the tool you are using to do l10n, you can go just fine with only PO/MO files. You will always have one pair of PO/MO files per language and region, but only one POT per domain.

Domains

There are some cases, in big projects, where you might need to separate translations when the same words convey different meaning given a context. In those cases, you split them into different domains. They are, basically, named groups of POT/PO/MO files, where the filename is the said translation domain. Small and medium-sized projects usually, for simplicity, use only one domain; its name is arbitrary, but we will be using "main" for our code samples. In Symfony projects, for example, domains are used to separate the translation for validation messages.

Locale code

A locale is simply a code that identifies one version of a language. It is defined following the ISO 639-1 and ISO 3166-1 alpha-2 specs: two lower-case letters for the language, optionally followed by an underline and two upper-case letters identifying the country or regional code. For rare languages, three letters are used.

For some speakers, the country part may seem redundant. In fact, some languages have dialects in different countries, such as Austrian German (de_AT) or Brazilian Portuguese (pt_BR). The second part is used to distinguish between those dialects - when it is not present, it is taken as a "generic" or "hybrid" version of the language.

Directory structure

To use Gettext, we will need to adhere to a specific structure of folders. First, you will need to select an arbitrary root for your l10n files in your source repository. Inside it, you will have a folder for each needed locale, and a fixed LC_MESSAGES folder that will contain all your PO/MO pairs. Example:

{% highlight console %} ├─ src/ ├─ templates/ └─ locales/ ├─ forum.pot ├─ site.pot ├─ de/ │ └─ LC_MESSAGES/ │ ├─ forum.mo │ ├─ forum.po │ ├─ site.mo │ └─ site.po ├─ es_ES/ │ └─ LC_MESSAGES/ │ └─ ... ├─ fr/ │ └─ ... ├─ pt_BR/ │ └─ ... └─ pt_PT/ └─ ... {% endhighlight %}

Plural forms

As we said in the introduction, different languages might sport different plural rules. However, gettext saves us from this trouble once again. When creating a new .po file, you will have to declare the plural rules for that language, and translated pieces that are plural-sensitive will have a different form for each of those rules. When calling Gettext in code, you will have to specify the number related to the sentence, and it will work out the correct form to use - even using string substitution if needed.

Plural rules include the number of plurals available and a boolean test with n that would define in which rule the given number falls (starting the count with 0). For example:

  • Japanese: nplurals=1; plural=0 - only one rule
  • English: nplurals=2; plural=(n != 1); - two rules, first if N is one, second rule otherwise
  • Brazilian Portuguese: nplurals=2; plural=(n > 1); - two rules, second if N is bigger than one, first otherwise

Now that you understood the basis of how plural rules works - and if you didn't, please look at a deeper explanation on the LingoHub tutorial -, you might want to copy the ones you need from a list instead of writing them by hand.

When calling out Gettext to do localization on sentences with counters, you will have to give him the related number as well. Gettext will work out what rule should be in effect and use the correct localized version. You will need to include in the .po file a different sentence for each plural rule defined.

Sample implementation

After all that theory, let's get a little practical. Here's an excerpt of a .po file - don't mind with its format, but with the overall content instead; you will learn how to edit it easily later:

{% highlight po %} msgid "" msgstr "" "Language: pt_BR\n" "Content-Type: text/plain; charset=UTF-8\n" "Plural-Forms: nplurals=2; plural=(n > 1);\n"

msgid "We are now translating some strings" msgstr "Nós estamos traduzindo algumas strings agora"

msgid "Hello %1$s! Your last visit was on %2$s" msgstr "Olá %1$s! Sua última visita foi em %2$s"

msgid "Only one unread message" msgid_plural "%d unread messages" msgstr[0] "Só uma mensagem não lida" msgstr[1] "%d mensagens não lidas" {% endhighlight %}

The first section works like a header, having the msgid and msgstr especially empty. It describes the file encoding, plural forms and other things that are less relevant. The second section translates a simple string from English to Brazilian Portuguese, and the third does the same, but leveraging string replacement from sprintf so the translation may contain the user name and visit date. The last section is a sample of pluralization forms, displaying the singular and plural version as msgid in English and their corresponding translations as msgstr 0 and 1 (following the number given by the plural rule). There, string replacement is used as well so the number can be seen directly in the sentence, by using %d. The plural forms always have two msgid (singular and plural), so it is advised not to use a complex language as the source of translation.

Discussion on l10n keys

As you might have noticed, we are using as source ID the actual sentence in English. That msgid is the same used throughout all your .po files, meaning other languages will have the same format and the same msgid fields but translated msgstr lines.

Talking about translation keys, there are two main "schools" here:

  1. msgid as a real sentence. The main advantages are:

    • if there are pieces of the software untranslated in any given language, the key displayed will still maintain some meaning. Example: if you happen to translate by heart from English to Spanish but need help to translate to French, you might publish the new page with missing French sentences, and parts of the website would be displayed in English instead;
    • it is much easier for the translator to understand what's going on and do a proper translation based on the msgid;
    • it gives you "free" l10n for one language - the source one;
    • The only disadvantage: if you need to change the actual text, you would need to replace the same msgid across several language files.
  2. msgid as a unique, structured key. It would describe the sentence role in the application in a structured way, including the template or part where the string is located instead of its content.

    • it is a great way to have the code organized, separating the text content from the template logic.
    • however, that could bring problems to the translator that would miss the context. A source language file would be needed as a basis for other translations. Example: the developer would ideally have an en.po file, that translators would read to understand what to write in fr.po for instance.
    • missing translations would display meaningless keys on screen (top_menu.welcome instead of Hello there, User! on the said untranslated French page). That is good it as would force translation to be complete before publishing - however, bad as translation issues would be remarkably awful in the interface. Some libraries, though, include an option to specify a given language as "fallback", having a similar behavior as the other approach.

The Gettext manual favors the first approach as, in general, it is easier for translators and users in case of trouble. That is how we will be working here as well. However, the Symfony documentation favors keyword-based translation, to allow for independent changes of all translations without affecting templates as well.

Everyday usage

In a typical application, you would use some Gettext functions while writing static text in your pages. Those sentences would then appear in .po files, get translated, compiled into .mo files and then, used by Gettext when rendering the actual interface. Given that, let's tie together what we have discussed so far in a step-by-step example:

1. A sample template file, including some different gettext calls

{% highlight php %}

{% endhighlight %}
  • gettext() simply translates a msgid into its corresponding msgstr for a given language. There's also the shorthand function _() that works the same way;
  • ngettext() does the same but with plural rules;
  • there's also dgettext() and dngettext(), that allows you to override the domain for a single call. More on domain configuration in the next example.

2. A sample setup file (i18n_setup.php as used above), selecting the correct locale and configuring Gettext

{% highlight php %}

'_']); }); foreach ($langs as $browser_lang) { if (valid($browser_lang)) { $lang = $browser_lang; break; } } } // here we define the global system locale given the found language putenv("LANG=$lang"); // this might be useful for date functions (LC_TIME) or money formatting (LC_MONETARY), for instance setlocale(LC_ALL, $lang); // this will make Gettext look for ../locales//LC_MESSAGES/main.mo bindtextdomain('main', '../locales'); // indicates in what encoding the file should be read bind_textdomain_codeset('main', 'UTF-8'); // if your application has additional domains, as cited before, you should bind them here as well bindtextdomain('forum', '../locales'); bind_textdomain_codeset('forum', 'UTF-8'); // here we indicate the default domain the gettext() calls will respond to textdomain('main'); // this would look for the string in forum.mo instead of main.mo // echo dgettext('forum', 'Welcome back!'); ?>

{% endhighlight %}

3. Preparing translation for the first run

One of the great advantages Gettext has over custom framework i18n packages is its extensive and powerful file format. "Oh man, that’s quite hard to understand and edit by hand, a simple array would be easier!" Make no mistake, applications like Poedit are here to help - a lot. You can get the program from their website, it’s free and available for all platforms. It’s a pretty easy tool to get used to, and a very powerful one at the same time - using all features Gettext has available. This guide is based on PoEdit 1.8.

In the first run, you should select “File > New...” from the menu. You’ll be asked straight ahead for the language: here you can select/filter the language you want to translate to, or use that format we mentioned before, such as en_US or pt_BR.

Now, save the file - using that directory structure we mentioned as well. Then you should click “Extract from sources”, and here you’ll configure various settings for the extraction and translation tasks. You’ll be able to find all those later through “Catalog > Properties”:

  • Source paths: here you must include all folders from the project where gettext() (and siblings) are called - this is usually your templates/views folder(s). This is the only mandatory setting;
  • Translation properties:
    • Project name and version, Team and Team’s email address: useful information that goes in the .po file header;
    • Plural forms: here go those rules we mentioned before - there’s a link in there with samples as well. You can leave it with the default option most of the time, as PoEdit already includes a handy database of plural rules for many languages.
    • Charsets: UTF-8, preferably;
    • Source code charset: set here the charset used by your codebase - probably UTF-8 as well, right?
  • Source keywords: The underlying software knows how gettext() and similar function calls look like in several programming languages, but you might as well create your own translation functions. It will be here you’ll add those other methods. This will be discussed later in the “Tips” section.

After setting those points it will run a scan through your source files to find all the localization calls. After every scan PoEdit will display a summary of what was found and what was removed from the source files. New entries will fed empty into the translation table, and you’ll start typing in the localized versions of those strings. Save it and a .mo file will be (re)compiled into the same folder and ta-dah: your project is internationalized.

4. Translating strings

As you may have noticed before, there are two main types of localized strings: simple ones and those with plural forms. The first ones have simply two boxes: source and localized string. The source string cannot be modified as Gettext/Poedit do not include the powers to alter your source files - you should change the source itself and rescan the files. Tip: you may right-click a translation line and it will hint you with the source files and lines where that string is being used. On the other hand, plural form strings include two boxes to show the two source strings, and tabs so you can configure the different final forms.

Whenever you change your sources and need to update the translations, just hit Refresh and Poedit will rescan the code, removing non-existent entries, merging the ones that changed and adding new ones. It may also try to guess some translations, based on other ones you did. Those guesses and the changed entries will receive a "Fuzzy" marker, indicating it needs review, appearing golden in the list. It is also useful if you have a translation team and someone tries to write something they are not sure about: just mark Fuzzy, and someone else will review later.

Finally, it is advised to leave "View > Untranslated entries first" marked, as it will help you a lot to not forget any entry. From that menu, you can also open parts of the UI that allow you to leave contextual information for translators if needed.

Tips & Tricks

Possible caching issues

If you are running PHP as a module on Apache (mod_php), you might face issues with the .mo file being cached. It happens the first time it is read, and then, to update it, you might need to restart the server. On Nginx and PHP5 it usually takes only a couple of page refreshes to refresh the translation cache, and on PHP7 it is rarely needed.

Additional helper functions

As preferred by many people, it is easier to use _() instead of gettext(). Many custom i18n libraries from frameworks use something similar to t() as well, to make translated code shorter. However, that is the only function that sports a shortcut. You might want to add in your project some others, such as __() or _n() for ngettext(), or maybe a fancy _r() that would join gettext() and sprintf() calls. Other libraries, such as oscarotero's Gettext also provide helper functions like these.

In those cases, you'll need to instruct the Gettext utility on how to extract the strings from those new functions. Don't be afraid; it is very easy. It is just a field in the .po file, or a Settings screen on Poedit. In the editor, that option is inside "Catalog > Properties > Source keywords". Remember: Gettext already knows the default functions for many languages, so don’t be afraid if that list seems empty. You need to include there the specifications of those new functions, following a specific format:

  • if you create something like t() that simply returns the translation for a string, you can specify it as t. Gettext will know the only function argument is the string to be translated;
  • if the function has more than one argument, you can specify in which one the first string is - and if needed, the plural form as well. For instance, if we call our function like this: __('one user', '%d users', $number), the specification would be __:1,2, meaning the first form is the first argument, and the second form is the second argument. If your number comes as the first argument instead, the spec would be __:2,3, indicating the first form is the second argument, and so on.

After including those new rules in the .po file, a new scan will bring in your new strings just as easy as before.

References