Crear plantillas de proyecto

Creating project templates is the most reliable way of bundling all the resources needed for project creation in one asset which you can reuse multiple times.

Antes de empezar

Customers must be associated with at least one project template, which means that you must create at least one project template for a customer in order to create a project for that customer. Make sure that you created customers and that you added customer users to customer accounts.

Por qué y cuándo se efectúa esta tarea

Project templates enable customers (and their customer users) to create projects in Trados Customer Portal, and enable project managers to create projects on customers' behalf in Trados Team.

When you create a new complex resource which is based on other component resources, you can filter the component resources by two criteria: Current folder and above (default) and Current folder. Using the filtering criteria enables you to see and use exactly the resources you own or have inherited.

When you create project templates, you use the following component resources created beforehand: file type configurations, translation engines (and its component TMs, termbases), workflows. When you select these component resources, use the available criteria for quick and accurate resource navigation.

When you select a resource during project template creation, what gets included in the project template is a copy of that resource.

If you select a resource which has fewer languages than the project template, the missing languages are added automatically to each resource. The Save and Save as new buttons become enabled, and you can choose to save the missing languages only for the current project template or for future project templates (by creating a new resource which is automatically selected in your project template).

You can configure project templates with the same source and target language.

When this project template is included in a project which has the same source and target language, the project is automatically marked as a restricted project.

Procedimiento

  1. Log in to Trados Team (by accessing this link: http://languagecloud.sdl.com/lc).
  2. Go to the Resources view.
  3. Select the Project Templates tab.
  4. Select New Project Template.
  5. On the New Project Template page, select General, and then do the following:
    1. Under Name, enter a name for your project template.
    2. Under Location, select the folder where you want to set up and store the project template.
    3. Under File Type Configuration list, select a file type configuration which includes all the file types which are translatable as part of a project. You can also use the default file type configuration.
      If the project contains file types which are not included in the file type configuration, the non-matching file types will not be translatable and will function as reference files.
    4. From the Project Managers list, choose users or groups which act as project managers over the project and which can be assigned to any project task. If you select users who do not have the Administrator, Lead Project Manager or Project Manager role, then those users will dynamically receive all the permissions of the Project Manager role until the project is completed. When making task assignments, you can select the Project Managers field to assign the task to the designated project manager. To learn about the limitations of being a designated project manager on a project, consult this topic.
    5. (Optional) Select a schedule template from the Schedule Template list. This field is available only if you purchased the feature based on a commercial agreement.
    6. Under Languages, select one source language and one or more target languages. You can configure project templates with the same source and target language.
    7. (Optional) If there are custom fields which were previously configured in the same location as the one you selected at step 5b, then under Custom Fields, select one or more of the available custom fields. There can be a maximum of 50 custom fields per project template (and per project).
  6. On the Create Project Template page, select Translation Engine, and then specify a translation engine.
    ToDo this
    Add an already configured translation engine. The page is populated with details of the translation engine you have just chosen. The Translation Engine list is populated only if there are translation engines available for the selected source language.

    If you edit the details of the translation engine, you must save them by selecting Save. Saving the changes means that the old information is overwritten with the new one. You can also save your changes by selecting Save as new, which means that a new translation engine is created.

    OR
    Create a translation engine from scratch.
    1. Select New Translation Engine.
    2. In the New Translation Engine dialog:
    1. Enter a name and a description for your translation engine.
    2. From the Language Processing Rules list, select the language processing rule which will parse your linguistic resources. You can also select the default language processing rule which is created automatically when the customer is created.
    3. In the New Translation Engine dialog, under Languages:
    1. Select one language from the Source language list and one or more languages from the Target languages list. You can delete a language pair by hovering over the language field and selecting Delete.
    2. Select to add more language pairs.
    4. Under Translation Memories:

    Add a TM

    1. Select Add Translation Memory.
    2. Expand the Filters menu. RWS recommends that you keep the default filtering criterion selected: Show TMs with matching language processing rules.
    3. Select the TM and select . The first TM you select is the main TM.
    4. For each TM, select the check boxes corresponding to the way you want to use your TM: LOOKUP, CONCORDANCE, UPDATE. Specify the penalty value for the matches applied from the selected TM. To have a valid translation engine, you must specify a TM for lookup and a TM for update for each language pair. The TMs which have the UPDATE check box enabled will be updated with the changes made to TUs during translation and review.
    5. Check sign for complete selection - The check box (LOOKUP or CONCORDANCE or UPDATE) is selected for all the target languages associated with the same source language.
    6. Partial selection - The check box (LOOKUP or CONCORDANCE or UPDATE) is selected for some of the target languages associated with the same source language.
    7. Identify the TM row. Hover over the end of the TM row and select the reload button to make sure you include the latest version of the TM. For example, you have the translation engine window open, but you make changes to the TMs included in that translation engine in another window (for example, you change the name or languages of the TM). After you close the TM window, reload the TM in the translation engine to see the latest updates.
    8. Reorder the TMs in order to set the hierarchy according to which TMs will be matched against your source text. Press the hamburger menu (hamburger menu) of a TM, and then drag and drop it before or after another TM.
    9. Import TM content. Hover over the end of the TM row. Select import icon. After the import is finished, the changes will apply everywhere the TM is used. Ensure you are familiar with the prerequisites described in this topic. Then, follow steps 5 to 7 described in this topic.

    OR

    Create a TM from scratch

    1. Select New Translation Memory.
    2. Enter the following details:
      1. Enter a name for your TM.
      2. (Optional) Enter a copyright.
      3. Select a location where you want to set up and store your TM.
      4. (Optional) Enter a description detailing the context where your TM is used or any other relevant information.
    3. Under Languages:
      1. Select the source language column and choose a language from the list. Select the target language column and choose one or more languages from the list. Select new entry plus sign. Repeat this step to add more language pairs.
      2. In the Language Processing Rules box, select a language processing rule. You can also select the default language processing rule which is created automatically when the customer is created.
      3. In the Field Template box, select a field template. You can also select the default field template which is created automatically when the customer is created.
    4. Select Save.
    5. Under Machine Translation:
    1. Select Add Machine Translation Model.
    2. Select the MT engine and select . You can consult the MT provider (Machine Translation powered by RWS, Google Machine Translation or other providers) as well as the glossaries in the MT resource. To add an available glossary (a list of terms which must be kept in the source language), select Use glossaries and select the glossary. Reorder the MT providers in order to set the sequence according to which MT will be matched against your source text. Press the hamburger menu (hamburger menu) of an MT provider, and then drag and drop it before or after another MT provider. You can also drag and drop several MT providers in one go, if you use CTRL and select the providers, or if you use SHIFT and select the first and last MT provider in a range.
    6. Under Termbases:

    Add a termbase

    1. Select Add Termbases.
    2. Expand the Filters menu. RWS recommends that you keep the two default filtering criteria selected: Only show termbases with matching languages.
    3. Select the termbase, and then select .
    4. If needed, import termbase content. Hover over the end of the termbase row. Select import icon. After the import is finished, the changes will apply everywhere the termbase is used. Ensure you are familiar with the prerequisites described in this topic. Then, follow steps 4 to 6 described in this topic.
    5. Decide which termbases will be updated with new content by selecting their UPDATE check box. For each termbase, go to the ENTRY TEMPLATE column, and, from the list, select the entry template which users will need to adhere to when adding new term entries from Trados Online Editor.

    OR

    Create a termbase from scratch

    1. Select New Termbase.
    2. On the Termbase definition page, choose one of the following termbase creation methods:
      • Create a new termbase from scratch — If you choose this method, you need to enter all the fields and design your entry structure yourself.
      • Use a termbase template — If you choose this method, you already have a termbase entry structure to work with. Depending on whether you choose Basic, Advanced or another template saved on your account, you will have more or fewer fields already defined for your termbase, but you can still add, edit, or delete fields.
      • Load an existing MultiTerm termbase definition, browse for the file and select Upload — If you choose to upload an existing MultiTerm termbase definition, your termbase inherits the fields and entry structure in the termbase definition. You can still add, edit, or delete fields. This feature ensures compatibility with your MultiTerm resources.
    3. On the Termbase information page, enter the name of your termbase and, optionally, a description and a copyright year.
    4. On the Language fields page, under LANGUAGES, select the first available row, and then select a language from the list. Repeat this step to add as many languages as you need.
    5. On the Fields and structure page, create an entry structure for your termbase entries by adding fields to the default Entry level > Language level > Term level structure:
      1. Go to the Fields pane on the right side of the screen.
      2. In the FIELD NAME column, enter a name.
      3. In the TYPE column, select an option from the list: Text, Number, Boolean, Date/Time, or Picklist.
      4. In the VALUES column, you can add values only for the Picklist type. Add values and separate them with a comma.
      5. Go to left-side pane, select a level, and then select Add field.
      6. In the sub-menu pane, select the field you want to add from the list.
      7. Select all the options which apply to this field: Multiple, Mandatory, or Custom values.
      8. Confirm the field.
      9. Repeat this step to add as many custom fields as needed.
    6. On the Summary page, do the following:
      • Consult the termbase information.
      • Select the Save as a reusable termbase template check box to use this termbase definition as a template for creating a new termbase. Then, enter a name for your template.
    7. Select Finish.
    7. Select Save.