--- name: jep-accessibility-and-translation description: Use when translating technical results, models, and methods into plain language for a Journal of Economic Perspectives (JEP) article — minimizing jargon and notation without dumbing down. Handles language and translation of ideas; defer evidence/number presentation to jep-evidence-without-equations and exhibits to jep-exhibits-for-general-readers. --- # Accessibility & Translation (jep-accessibility-and-translation) ## When to trigger - The draft reads like a working paper with the proofs deleted - A labor or macro economist who doesn't work on the topic gets lost - Sentences carry notation, estimator names, or subfield jargon a generalist won't know - You worry that simplifying will make the piece sound shallow ## The JEP accessibility bar JEP articles should be readable by **90 percent or more of the AEA membership** and useful to economists **not conversant with the author's subspecialty**; the journal is "scholarly without relying too heavily on mathematical notation," explaining ideas through **economic intuition** rather than derivations (检索于 2026-06;以官网为准). Translation is **not** simplification of the *ideas* — it is removing the *barriers* (notation, jargon, insider shorthand) that hide the ideas from a smart non-specialist. ## Translation moves (technical → JEP) | Technical draft | JEP move | |-----------------|----------| | An estimating equation in the body | State what the equation *says* in words; the design goes to a note or appendix if at all | | "We instrument X with Z" | "We exploit [the natural experiment] so that the variation in X is plausibly unrelated to [confounder]" | | A Greek-letter parameter | Name the *economic quantity* it stands for and give its sign/magnitude in plain units | | Subfield jargon ("the intensive margin," "MPC," "ATT") | Define on first use in a clause, or replace with plain words where precision allows | | "Statistically significant at 1%" | A number with a plain sense of precision (see `jep-evidence-without-equations`) | | A model's machinery | The *economic mechanism* — the story of what drives what — first; the formalism is optional scaffolding | ## Principles - **Intuition first, formalism optional.** Lead with the mechanism in words. If notation appears at all, it follows the intuition and could be skipped without losing the thread. - **Define on first use, sparingly.** Every necessary term gets a one-clause gloss the first time. Better: avoid the term. - **Concrete over abstract.** A vivid example or a number anchors an abstract claim. - **Don't condescend.** The reader is a professional economist, just not in your field — explain the *subfield-specific*, assume the *general*. - **Cut insider signaling.** Citations-as-name-dropping, method-flexing, and "as is well known" add nothing for a generalist. ## Calibrating depth (not dumbing down) The test is not "could a layperson read this" but "could a *non-specialist economist* follow the argument and trust it." Keep the rigor of the *reasoning*; remove the rigor-*display*. If a precise technical point is essential, state it plainly and put the formal version in a footnote or short appendix — the body must stand on its own. ## Checklist - [ ] No estimating equations or proofs in the body (intuition in words instead) - [ ] Every subfield term defined on first use or replaced - [ ] Each Greek/parameter symbol replaced by the economic quantity it denotes - [ ] A non-specialist economist can restate the main mechanism after one read - [ ] No method-flexing or citation name-dropping - [ ] Necessary technical precision moved to a note/appendix, body self-contained - [ ] Simplified language did not silently weaken or overstate a claim (cross-check `jep-balance-and-objectivity`) ## Worked vignette (illustrative) A working-paper sentence reads: "We identify β via a shift-share instrument, exploiting Bartik-style variation in local labor demand, and recover an IV estimate that survives the Borusyak–Hull exogeneity diagnostics." The JEP translation: "To separate cause from coincidence, we lean on the fact that some towns were more exposed to a **national hiring boom** simply because of the industries they happened to host — exposure that had little to do with anything local. Comparing more- and less-exposed towns lets us read off how the boom changed wages." The mechanism and the credibility are now legible to any economist; the estimator name and diagnostics, if needed at all, go to a footnote. ## Anti-patterns - "Translating" by deleting the math but keeping the jargon — still unreadable - Dumbing down the *ideas* instead of removing the *barriers* (loses rigor and respect) - Leaving one estimating equation "for the experts" in an otherwise accessible body - Defining nothing because "everyone knows this" — they don't, across fields - Over-simplifying into vagueness so the claim no longer means anything checkable ## Output format ``` 【Jargon/notation removed】[list of terms translated or cut] 【Mechanism in plain words】[one paragraph] 【Equations/proofs relocated】[to note / appendix / cut] 【Non-specialist read test】can a general economist restate it? [Y/N] 【Rigor preserved?】reasoning intact, only display removed? [Y/N] 【Next step】jep-evidence-without-equations ```