Metacognitive strategies in translation: a comparative study of student and professional translators

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IntroductionTranslation studies has increasingly recognised the critical role of cognitive processes in understanding how translators navigate between languages, cultures, and meaning-making. This cognitive turn in translation research has led to growing interest in metacognitive strategies—the higher-order thinking processes that enable translators to plan, monitor, and evaluate their translation decisions. While seminal works by Gerloff (1986), Jääskeläinen (1993), and Krings (1986) established foundational insights into translators’ cognitive mechanisms, significant questions remain about how expertise shapes these processes, particularly in specialised translation contexts.The relationship between translation expertise and metacognitive strategy use represents a crucial yet underexplored area of enquiry. While studies have demonstrated that professional translators generally exhibit more efficient cognitive processes (Deckert, 2019; Shreve, 2006a), the specific ways in which expertise influences metacognitive strategy deployment remain unclear. This knowledge gap is particularly evident in the context of academic translation, where complex terminology and intricate syntactic structures pose unique cognitive challenges (Ayomi et al., 2020; Peterlin, 2014).Recent advances in translation process research have enhanced our ability to investigate these cognitive dimensions empirically. While traditional methodologies relied heavily on retrospective reporting, contemporary approaches enable more objective examination of translation processes. However, the application of these methodological advances to understanding metacognitive strategy use, particularly in comparing novice and expert translators, remains limited. This limitation is especially notable in the context of academic translation, where the cognitive demands of specialised discourse require sophisticated metacognitive control.The present study addresses these gaps by investigating how professional and student translators deploy metacognitive strategies when translating academic texts from Chinese to English. Specifically, this research examines:1.How do metacognitive strategy patterns differ between professional and student translators in academic translation tasks?2.In what ways do these strategies evolve across different stages of the translation process?3.What insights can detailed analysis of cognitive resource allocation reveal about the development of translation expertise?By focusing on academic translation, this study contributes to our understanding of how expertise shapes metacognitive processes in handling specialised texts. The findings have important implications for translation theory, particularly in refining our understanding of how automatic and controlled processes interact in expert performance. Moreover, the results offer practical insights for translator training, suggesting specific ways to help novice translators develop more efficient cognitive strategies.This investigation is particularly timely given the growing demand for academic translation and the need for evidence-based approaches to translator training. By examining how expertise influences metacognitive strategy use in academic translation, this study addresses a significant gap in current research while offering practical insights for improving translator education and professional development.Literature reviewMetacognitive strategies in translationResearch on metacognitive strategies in translation has evolved significantly since the pioneering work of Krings (1986) and Lörscher (1991). These early studies established the fundamental role of metacognition in translation, identifying how translators plan, monitor, and evaluate their decision-making processes. While valuable, these initial investigations relied primarily on think-aloud protocols, which, despite their insights into translator cognition, were limited by their subjective nature and potential interference with the translation process itself (Jakobsen, 2003).Recent theoretical developments have refined our understanding of how metacognitive strategies operate in translation. Alves and Gonçalves (2013) proposed a three-stage model of metacognitive processing in translation: problem identification, analysis, and resolution. This framework has proven particularly useful for understanding how translators navigate complex texts, though its application to specialised translation contexts remains underexplored. Risku (2014) further developed this model by emphasising the dynamic nature of metacognitive control, suggesting that translators continuously adjust their strategies based on text complexity and task demands.The relationship between expertise and metacognitive strategy use has emerged as a crucial area of investigation. Studies by Shreve (2006a) and Jääskeläinen (2010) demonstrated that professional translators exhibit more sophisticated metacognitive control compared to novices, particularly in their ability to recognise and address translation problems efficiently. However, as Mellinger (2019) notes, the specific mechanisms through which expertise influences metacognitive strategy deployment remain incompletely understood, especially in specialised translation contexts.Translation expertise and cognitive processingThe development of translation expertise has been conceptualised through various theoretical frameworks, with the dual-process model of cognition providing particularly valuable insights. This model, as applied to translation by Shreve (2006b) and elaborated by Deckert (2019), distinguishes between automatic and controlled processing in translation. Professional translators typically demonstrate greater automaticity in routine tasks while maintaining the ability to engage in controlled processing when confronted with complex challenges.Empirical research has revealed significant differences in how novice and expert translators allocate cognitive resources. Alves (2015) found that professionals exhibit more efficient problem-solving strategies, characterised by faster problem identification and more systematic approaches to resolution. These findings align with broader research on expertise in cognitive psychology, suggesting that expert performance involves not just accumulated knowledge but also qualitatively different approaches to problem-solving (Togato et al., 2022).The translation of academic texts presents particular challenges that illuminate the role of expertise in cognitive processing. Studies by Peterlin (2014) and Ayomi et al. (2020) have shown that academic translation requires sophisticated handling of complex terminology and rhetorical structures. However, research specifically examining how expertise influences metacognitive strategy use in academic translation remains limited, representing a significant gap in current understanding.Translation process research methodsThe investigation of translation processes has been transformed by methodological advances that enable more objective examination of translator behaviour. Keystroke logging, pioneered in translation research by Jakobsen (2003) and refined by subsequent researchers (Carl and Kay, 2011; Göpferich and Jääskeläinen, 2009), provides detailed temporal data about text production processes. This approach offers valuable insights into pausing patterns, revision behaviours, and overall translation workflows.Recent developments in data visualisation have enhanced our ability to analyse and interpret translation process data. Particularly noteworthy is the application of flow visualisation techniques to translation research (Baker and Lorenzi, 2020; Park et al., 2019). These methods help reveal patterns in cognitive resource allocation that might not be apparent through traditional analytical approaches.However, as Carl (2021) emphasises, technological tools must be integrated thoughtfully into research designs, with careful consideration of their capabilities and limitations. The challenge lies not just in collecting detailed process data but in developing theoretical frameworks that can meaningfully interpret this information in the context of translator cognition and expertise development.Theoretical framework for the current studyDrawing together these strands of research, this study adopts an integrated theoretical framework that combines metacognitive theory, the dual-process model of cognition, and contemporary approaches to translation process research. This framework acknowledges the complex interplay between automatic and controlled processes in translation while recognising the crucial role of metacognitive strategies in managing these processes.Metacognitive theory, as defined by Flavell (1976), refers to “cognition about cognition,” emphasising individuals’ self-regulatory abilities in cognitive activities through planning, monitoring, and evaluating (Alves and Gonçalves, 2013; Flavell, 1976). In translation studies, metacognition involves a translator’s ability to effectively plan, monitor, and evaluate their translation strategies (Krings, 1986; Lörscher, 1996). This awareness enhances translators’ adaptability to various text types and challenges, ultimately improving the quality of their work. Professional translators typically demonstrate a higher level of metacognitive regulation, effectively identifying translation challenges, flexibly adjusting strategies, and promptly correcting errors when encountered (Jääskeläinen, 2010; Shreve, 2006a). Scholars describe the metacognitive stages of translation as a dynamic interplay that includes problem identification, problem analysis, and problem-solving (Alves and Gonçalves, 2013; Jakobsen, 2017; Mellinger, 2019; Risku, 2014).The dual-process model of cognition, initially developed in psychology, categorises cognitive processes into two main types: automatic and controlled (Deckert, 2019; Shreve, 2006b; Uleman and Bargh, 1989; Wason and Evans, 1974). Automatic processes rely on experience and proficiency, enabling professional translators to quickly recognise language structures and execute translation tasks with minimal conscious effort (Shreve, 2006a). In contrast, controlled processes are slower and demand more cognitive resources, requiring conscious attention to address novel or complex problems (Deckert, 2019). Professional translators are able to flexibly switch between these two modes of processing, dynamically adjusting their cognitive investment according to text difficulty and task demands (Togato et al., 2022).Translation process models further enhance the understanding of how translators navigate between these cognitive strategies. Such models provide a structured approach to comprehending the sequence of cognitive and metacognitive actions involved in translation (Jääskeläinen, 1993; Krings, 1986). They typically delineate phases such as comprehension, planning, and production, each characterised by specific demands that require various metacognitive strategies. The integration of these theoretical frameworks allows for a deeper exploration of the cognitive mechanisms underlying translation, elucidating the factors that contribute to effective and nuanced translation practices.The adoption of these theoretical frameworks is particularly appropriate for this study because academic translation tasks are characterised by high complexity and specialisation. Translators are required not only to possess strong linguistic competence but also to demonstrate advanced metacognitive regulation and flexible cognitive resource allocation. By combining metacognitive theory and dual-process theory, this study aims to provide a more comprehensive account of the differences in strategy selection, resource allocation, and their evolution between professional and student translators during the translation process.Through the analysis of behavioural data (such as thinking time, writing time, and resource consultation) across different translation stages, this study explores the specific manifestations of metacognitive regulation and dual-process processing in actual translation activities. The findings are expected to enrich the theoretical foundation of cognitive translation studies and provide theoretical support for translator training.Research methodsParticipantsThis study employed a stratified sampling approach to investigate metacognitive strategies in translation, recruiting 60 participants divided equally between professional translators and graduate students in translation studies. The sample size was determined through a priori power analysis (G*Power 3.1), which indicated that 29 participants per group would achieve adequate statistical power (d = 0.5, α = 0.05, 1-β = 0.80) for independent samples t-tests. To account for potential data loss, the sample size was increased to 30 participants per group.The professional translators (n = 30) ranged in age from 32 to 45 years (M = 38.6, SD = 3.8), with translation experience spanning 5 to 15 years (M = 8.4, SD = 2.7). Most held master’s degrees in Translation (70%) or Linguistics (30%), and all demonstrated high English proficiency with TOEIC scores between 900 and 990 (M = 945, SD = 25.3). Their professional standing was further evidenced by certifications from recognised bodies such as CIOL (40%) and ATA (35%). The recruitment of professional translators focused on ensuring representativeness of the academic translation sector, with participants drawn from university translation centres (40%), publishing houses specialising in academic content (35%), and freelance professionals with substantial academic translation portfolios (25%). This distribution reflects the typical employment patterns within the specialised academic translation field.The student group comprised graduate students enrolled in MA Translation programs, aged 23–28 years (M = 25.3, SD = 1.6), with 1–2 years of translation coursework experience. While their TOEIC scores (ranging from 850 to 920, M = 875, SD = 18.7) were lower than the professional group, all met the minimum requirement for participation in academic translation tasks. The gender distribution was comparable between groups, with female translators comprising 65% of professionals and 70% of students.To ensure comprehensive understanding of participant backgrounds and control for potential confounding variables, we collected additional information about their domain expertise in academic fields, experience with computer-assisted translation tools, and typical translation workflows. This information proved valuable in contextualising the observed differences in translation strategies between the two groups.Materials and task designThe translation tasks were carefully selected from academic articles published in peer-reviewed Chinese journals. Two introductory sections, each approximately 1,000 characters in length, were chosen based on their representativeness of academic discourse and comparable complexity levels. The selection process involved multiple stages of validation to ensure task equivalency.Initial linguistic analysis using the Stanford Chinese Parser and LingKit confirmed comparable levels of textual complexity between the selected passages. Specifically, the texts showed similar patterns in syntactic complexity (M1 = 8.4, M2 = 8.6), term density (M1 = 15%, M2 = 14.8%), mean T-unit length (M1 = 24.5, M2 = 25.1), and subordinate clause ratios (M1 = 0.45, M2 = 0.43). These metrics provided quantitative evidence for the structural equivalence of the source texts.Expert validation formed the second stage of material preparation. A panel of five senior reviewers, including three translation experts and two linguistics professors, evaluated the texts using a five-point scale. Their assessment covered multiple dimensions: topic relevance, difficulty level, stylistic consistency, and terminology usage. Statistical analysis of their ratings revealed no significant differences between the texts (p > 0.05), supporting their suitability for comparative research purposes.The final validation stage involved pilot testing with five participants (two students, three professionals). This practical evaluation yielded comparable metrics across both texts: completion times (Text 1: M = 112 min; Text 2: M = 108 min), error rates (Text 1: M = 3.8%; Text 2: M = 3.6%), and perceived difficulty ratings (Text 1: M = 3.7/5; Text 2: M = 3.6/5). These results further confirmed the equivalence of the translation tasks.ProcedureThe main study implemented a carefully structured protocol for data collection. Drawing from pilot results and previous research (Göpferich and Jääskeläinen, 2009), each translation task was allocated 120 min. Sessions were scheduled in the morning and afternoon, separated by a 15-min break—a duration informed by cognitive load research (Brummelhuis and Trougakos, 2014) to minimise fatigue effects.Participants were provided with standardised instructions and access to online resources typically available in professional translation settings. They were encouraged to maintain their natural translation workflows while using the provided computer setup, which included Inputlog 8.0 for keystroke logging.Data collection and analysisThe study employed a multi-layered approach to data collection and analysis. Inputlog 8.0 recorded detailed keystroke data throughout the translation process, capturing query time (consultation of external resources), thinking time (periods without keyboard or mouse activity), writing time (active text production), pause patterns, and revision behaviours. This granular data collection enabled comprehensive analysis of participants’ metacognitive strategies during translation.Data preprocessing involved several stages of refinement. Outliers were identified and treated using the interquartile range method, followed by pause time normalisation to account for individual differences in typing speed. The resulting dataset provided a clean foundation for subsequent statistical analyses.The analytical framework incorporated both quantitative and qualitative elements. Statistical analyses included normality testing (Shapiro-Wilk) and homogeneity of variance assessment (Levene’s test) as prerequisites for group comparisons. Independent samples t-tests were then conducted to examine differences between professional and student translators, with effect sizes calculated using Cohen’s d to assess the practical significance of observed differences.To visualise the complex patterns of metacognitive strategy deployment, we generated diagrams using Python’s matplotlib and network libraries. These visualisations proved particularly effective in illustrating the distribution and flow of cognitive activities across the three translation stages: problem identification, analysis, and resolution, revealing distinct patterns between professional and student translators.Translation quality assessment followed Waddington’s (2001) framework, examining accuracy, fluency, terminology usage, and stylistic appropriateness. Specifically, this holistic assessment model employs a five-point scale (0–4) for each dimension, with detailed descriptors for each level. Accuracy was evaluated by comparing source and target texts for meaning preservation; fluency through assessment of grammatical correctness and readability; terminology usage through consistency and appropriateness; and stylistic appropriateness through register and genre conventions adherence.Two independent raters with expertise in academic translation evaluated each translation, with an inter-rater reliability coefficient of 0.87 (Cohen’s kappa), indicating strong agreement. Discrepancies were resolved through discussion to reach consensus scores. This evaluation provided crucial context for interpreting the process data, allowing us to correlate different patterns of metacognitive strategy use with translation outcomes. All statistical analyses were performed using R 4.1.0 and Python 3.8, maintaining a significance level of α = 0.05 throughout the study.ResultsMetacognitive strategy differences between groupsOur analysis revealed distinct patterns in metacognitive strategy use between professional and student translators. To systematically present these differences, we first provide an overview of temporal distribution patterns in Table 1, followed by statistical comparisons of key temporal metrics in Table 2.Table 1 Temporal distribution of translation activities between professional and student translators.Full size tableTable 2 Independent samples T-Test results for key temporal metrics.Full size tableTable 1 presents the overall temporal distribution of translation activities, showing how participants allocated their time across three main cognitive activities: thinking, writing, and resource consultation. As shown in this table, professional translators demonstrated notably shorter thinking times (M = 1696.33 s, SD = 326.59) compared to students (M = 2933.98 s, SD = 852.03). Conversely, professionals allocated more time to writing (M = 4398.53 s, SD = 445.88) than students (M = 3226.48 s, SD = 753.89), suggesting different approaches to text production.Query time patterns, also presented in Table 1, showed a more nuanced distinction. Professionals spent marginally more time on external resource consultation (M = 1152.90 s, SD = 113.59) compared to students (M = 1044.57 s, SD = 83.30), suggesting different approaches to information seeking during translation.To determine the statistical significance of these observed differences, Table 2 presents the results of independent samples t-tests performed for the three key metrics. The statistical comparison confirms that the differences in thinking time (t(58) = 9.521, p