This is the guide about Creating projects using wizard workflow in SDL Studio Trados 2019, that help you to use SDL Studio Trados 2019 easier.

You can create projects by walking through the steps of the New Project wizard.

You do not have to go through all the wizard pages to create a project. All the main options are available on the first page of the wizard – the One Step page. If you go with this option, the project will be based on a pre-defined template or an older project. However, you can choose to manually configure all the project options manually by going through all the wizard’s steps.

Once you created your project, it can be accessed from the Projects view.

Step 1: Creating the project in One Step

All the settings you need to create a project are available on the One Step page of the Create New Project wizard. However, you can further customize your project settings by going through all the Create New Project wizard steps.

Before you begin

Place the project source files in a folder and place any reference files in a sub-folder to the project source files.

Decide:

• Which translation memories (TMs) you want to be applied to the file
• Which tasks you want the project wizard to perform on your files (for example, convert files to translatable format)
• What target languages the files are to be translated into
• Whether this project should be based on settings used in an earlier project or a template

About this task

The fastest way to create projects is if you base projects on the default template, a custom template or a previous project. The new project will take on the settings of the template or of the previous project you choose. You can edit the project settings after the project is created, if needed.

You must specify the usage and file settings for the files you added to the project, so that translators and reviewers can start working with them. You can also merge multiple files together, add folder files or create new folder files to structure the work according to your needs. If you select files in a folder structure, this structure will be replicated in the target language folders. The Create a New Project wizard creates a folder for every target language you have selected and places the prepared *.sdlxliff files and any reference files in the appropriate language folder.

The Create a New Project wizard automatically adds the file type settings to the relevant files once it has identified the file type. These settings can be modified as needed.

Procedure

1. Go to the Welcome view and drag the files you want to translate as well as the reference files on the Welcome screen.

2. In the Translate dialog, select Create new project.

3. In the Create a New Project wizard, on the One Step page, select a project template or a previous project to base your current project on from the Use Settings from list. You can choose to base your project on:

• The default project template that is provided with Trados Studio and contains the default settings specified in the Options dialog.
• A custom template, if the default project template is not suitable to your needs.
• A previous project, in which case, the settings and resources selected in the previous project are copied to the new project. In addition, if the files in your new project have the same file names and path location within the project as the files in the previous project, translations are extracted from the previous project files and transferred to the new project files when PerfectMatch is applied. If you create a project based on previous project, your current project inherits all the translation resources and all the project settings of the original project.

Note: Additional PerfectMatch options can be specified on the PerfectMatch page of the wizard.

If the project or project template you want to base you new project on is not in the Use Settings from list, you can browse your computer for it.

4. Fill in a project name and choose a location to save the project.

Tip: If you select the Autofill checkbox, then Trados Studio automatically creates a folder project in your C:\Users\[username]\Documents\Studio [year]\Projects\Samples\[project name] directory.

5. Specify the source language for your project (the language from which you are translating). The same source text can be translated into several target languages.

Note: In the One Step workflow, the target languages for your project come either from the project template you have selected or the previous project you are basing your current project. If no target languages are found, the target languages come from the preferences you have defined via File > Options. If you want to select different language pair combinations, you can do that in the Languages page of this wizard.

6. You can find the files you added to the project in the Project Files list, but you can also add more files or manage the ones already added:

• Select Add Files, to add files individually.
• Select Add Existing Folders to add a folder or a folder hierarchy containing files from your computer.
• Select Create New Folder to help you manage your project files.
• Select files and then select Remove files to remove the files you do not want in your project files list.

Note: Files cannot just be moved once they have been added to a folder. If you do need to move files, remove them from their folder and add them into the correct folder.

7. If the file usage is incorrect, select the file and then, in the Usage column of the project files list, choose the correct file usage:

• Translatable
• Reference
• Localizable

Note: By default, all project files are assumed to be Translatable. However, file types which are not supported by SDL Trados Studio are given Reference usage. If you have added some reference files, their usage should be changed to Reference, otherwise an *.sdlxliff file will be produced for them.

8. If you need to make adjustments to file types settings, in the File Type Indentifier column of the project files list, select Go to File Types Settings and make your changes.

9. Decide whether you want to merge several files into one single file, which can help you work faster as you can maximize the advantages of features like auto-propagation, spell-checking and verification when working in a single, bigger file. Select the files you want to merge (you can use Ctrl or Shift to select multiple files), and then select Merge Selected Files. Enter a name for the merged file and select the folder where you want it to be created.

Note: The name of the new merged file is displayed in the list of project files. Select the plus sign next to the merged file to see the files it contains. To unmerge files, select the merged file and select Remove files. The merged file is removed from the file list and the original files remain in the list for translation.

10. You are now ready to create your project with the One Step workflow. However, you can further customize the project settings by going through the other pages of the Create New Project wizard.

• Select Finish to start the project creation and jump to the Summary page of the Create New Project wizard (see Step 9).
• Select Next to further customize your project settings (see Step 2).

Step 2: Specifying project details

You can specify project description and also set general options.

Procedure

1. On the General page of the Create a New Project wizard, fill in a Project Description.

2. Select Allow source editing, to allow the project team members to edit content in source segments.

Note: If Allow source editing is selected, you can also select to Enable merging segments across paragraphs.

3. Select Use word-based tokenization for Asian source languages to switch word counting in Trados Studio from a character to character basis to a word to word basis. This will provide a more accurate, word-based result in Analysis and Confirmation statistics.

4. Choose the Customer for which you are translating the files in your project from the list or create one by selecting Customers and then Add.

5. Set up a Due date for your project to be finalized.

6. For users that you assigned work on an project package, you can also enforce running a verification task before creating a return package and sending their work back by selecting the Verification option.

7. Select Next.

Step 3: Specifying language pairs

Specify the target languages for your project. The same source text can be translated into several target languages, so make sure you select all language pair combination on this page.

About this task

If your new project is based on a previous project or a custom template, some language pairs will already be available, but you can make changes, if necessary.

Procedure

1. On the Languages page of the Create a New Project wizard, specify the target languages (the languages into which you are translating). Select a language from the Available pane and then select Add to transfer it to the Selected pane.

Note: The list of languages in the Available box includes all languages that are supported by Trados Studio. However, you must make sure that the languages you select are also supported by your system. You can also double-click a language in the Available pane to move it to the Selected pane and vice-versa.

2. Select Next.

Step 4: Adding translation resources

The translation resources available in SDL Trados Studio help translators perform their work in a fast and reliable manner.

About this task

You can specify three types of translation resources on this page of the project wizard:

• Translation memories (TMs) are repositories of previously translated text, organized in translation units (TUs), which can pre-translate your files or which can provide translation suggestions during your actual work.
• AutoSuggest dictionaries are bilingual files, which can only be defined under the individual language pair settings and which ensure that previously translated strings are retrieved fast during the translation process of your current project.
• Machine translation (MT) providers can speed up your translation workflow if added to your project’s resources.

Procedure

1. On the Translation Memory and Automated Translation page of the Create New Project wizard, decide whether you want to:

• Create TMs for the current project – Select one of the following and go through the wizard pages to configure the TMs:
  • • For file-based TMs: Create > Create Translation Memory
    • For server-based TMs: Create > Create Server-Based Translation Memory
• Choose from the list of available translation resources. Select Use and then select one of the following:
• • • File-based Translation Memory – Browse to the location of your local, file-based TMs, and choose one.
    • Server-based Translation Memory – In the Select Server-based Translation Memory dialog, choose a server from the list or add one using the Servers area. In the Filters area, expand the organization where the TM is located and select it. Select as many server-based TMs as needed. When finished, select OK. If you use a server-based TM and publish your project to an SDL Trados GroupShare instance, you can run the Trados GroupShare Translate and Analyze batch task on the Batch Tasks step of the wizard.
    • SDL BeGlobal Enterprise to connect to automated translation servers – In the Add Connection to SDL BeGlobal Automated Translation dialog, select either SDL BeGlobal Enterprise if you or your company has purchased the BeGlobal hosted services (Software as a Service, which requires a user and API key for authentication) or LW Enterprise Translation Server if your company has purchased an installation of Language Weaver Enterprise Translation Server and installed it on a server.
    • SDL Language Cloud Machine Translation – Select or manage your Cloud adaptive engines, which you subscribed to from your Language Cloud account. You can use:
      • Baseline MT engines for general translations
      • MT engines which are trained using domain-specific content for specialized translations provided that you have a Language Cloud subscription package that allows this
      • AdaptiveMT engines which adapt in real time to the terminology and style of the translator
    • Google Cloud Translation API – Give your consent to connect to this third-party provider and use its resources. This is a paid for service provided by Google and requires an API key to function. The API key you enter here will update all other projects that use Google Cloud Translation.
    • Any TM: Any file-based TM – Browse to the location of your local, file-based TMs, and choose one.
    • Any TM: Any server-based TM – In the Select Server-based Translation Memory dialog, choose a server from the list or add one using the Servers area. In the Filters area, expand the organization where the TM is located and select it. Select as many server-based TMs as needed. When finished, select OK.
    • Any TM: Any other translation provider – Select a translation provider from the list.
    • SDL WorldServer Translation Memory – In the Select SDL WorldServer Translation Memory dialog, choose a server from the list or add one using the Servers area. Select the checkboxes corresponding to the SDL WorldServer TMs. When finished, select OK.

CAUTION:

Using Google Cloud Translation or SDL Language Cloud may violate your non-disclosure agreement with your translation customer. *.sdlxliff bilingual files record if you have used one of these MT providers during translation. Check with your customer before using these MT providers.

2. To add existing AutoSuggest dictionary (which are language pair specific resources), go to the navigation on the left of the page, go to [language pair name] > AutoSuggest Dictionaries, and then:

• Select Add.
• In the Open AutoSuggest Dictionarydialog, browse to the location of the AutoSuggest dictionary file ( *.bpm), select the file, and then select Open.

3. To generate a new AutoSuggest dictionary:

• Select Generate.
• In the New AutoSuggest Dictionary wizard, and complete the pages to select the TMs from which you want to generate the AutoSuggest dictionary. When finished, select Close. Note that a TM must have at least 10000 TUs to produce a meaningful AutoSuggest dictionary.

4. To specify TM settings, go to the navigation on the left of the page, expand either the All Language Pairs tree (for main TMs) or [language pair name] tree (for language specific TMs), and configure the following pages:

• Search – Specify the options which manage the search: match values, upLIFT results or concordance results.
• Penalties – Specify the options which manage how penalties are applied.
• Filters – Specify how filter penalties are applied to non-matching TUs.
• Update – Specify field values for TUs.
• Language Resources – Specify any language resources which apply when TMs are not specified.
• Match Repair – Specify whether you want to get repaired matches during translation or when running batch tasks.

Note: For language specific TMs, you can also set options for Verification.

5. Select Next.

Step 5: Adding termbases

Add termbases to your project to ensure the use of accurate terminology across translations.

About this task

The termbases you add to the list are ordered by priority, the highest priority termbases occupying the first position in the list. Termbase priority determines the order in which termbase suggestions are made.

Procedure

1. On the Termbases page, decide whether you want to:

• Create a file-based termbase for the current project – Select Create > New File-based Termbase. Go through the workflow steps to create the termbase.
• Use existing termbases – Select Use, and then select a resource:
• • • Select File-based MultiTerm Termbase and browse for local, file-based termbases. You can recognize them by the *.sdltb or *.mtb extensions.
    • Select Server-based MultiTerm Termbase, and then select Log in to connect to the MultiTerm Server. Select the checkbox next to the termbase name that you want add to the project.
    • Select SDL Language Cloud Terminology, and on the SDL Language Cloud Terminology Settings page, select the checkboxes corresponding to the termbases of interest. Specify any necessary settings in the Term Search and Term Recognition pane. Select OK.

Note: If you choose SDL Language Cloud Terminology as a termbase provider, the Settings tab becomes enabled.

2. Continue selecting termbases until the list is complete. Any termbases you have added appear in the termbases list and the Enabled option is selected for the termbase. During translation, when the Enabled option is selected and a segment becomes the active segment, the termbase is automatically searched.

3. Select if you want to apply any existing filters to the termbase. This filter restricts the results that SDL Trados Studio displays when you search a termbase during translation. For example, you can use a filter when searching a termbase to show only those entries that were created or modified after a certain date.

4. To set a termbase as the default, select the termbase, and then select Set Default. The termbase is set as the default termbase and is moved to the top of the list of termbases. This termbase determines the languages that are used. New termbase entries added during translation in the Editor view are added to the default termbase.

Note: The first termbase you add is set as the default termbase. If you add more than one termbase at a time, the termbases are ordered alphabetically and the first one in the list is set as the default. Use the Move Up and Move Down buttons to change the priorities of the termbases.

5. For each termbase, make sure the project languages are correctly mapped to the language in the termbase.

Note: If there is more than one language that is close match to the project language – e.g. if there is a main language and one or more sublanguages such as French (France), French (Canada) and French (Belgium) – the closest matching language will appear in a drop-down list, where you can change the selection as needed. If there is no matching language available for a project language, the Mapped Language in the Selected Termbase column is blank and you will not be able to use active terminology recognition for that language in your project.

Step 6: Specifying assignments and users for shared projects

You can set the project to be published on SDL Trados GroupShare when the project creation is finished.

About this task

If you have access to Trados GroupShare and you want to publish your project on the server to share it with other team members, you can plan and assign work to Trados GroupShare users.

Procedure

1. On the Trados GroupShare page of the Create a New Project wizard, to share your project online with other team members, select Publish on a server.

Note: If you use a server-based TM and publish your project to an SDL Trados GroupShare instance, you can run the Trados GroupShare Translate and Analyze batch task on the Batch Tasks step of the wizard.

2. Specify the server information and choose a location for your project in the organizations tree on the server.

3. In the Planning and Assignments section, select the target language you want to make assignments for.

4. Select one of the available project phases: Preparation, Translation, Review and Finalisation.

5. For each project phase, select one or more team members from the Available Assignees list, and then select Add to transfer them to the Selected Assignees list.

Tip: The most recent users appear at the top of the list and you can also search for a specific user. If you do not assign a user to a task, the task is assigned by default to the role that the project creator has in Trados GroupShare.

6. Optionally, select a due date and time for the work assignment.

7. Select Next.

Step 7: Reusing previously translated files (PerfectMatch)

Use PerfectMatch to automatically translate project files which are related to other, previously translated files, for example previous versions of the same file.

About this task

If you have the bilingual files of a previously translated project, which is similar or identical to the one you want to create or currently work on, PerfectMatch can extract translations from the bilingual files and apply them to the new project files.

If the files of your new project have the same file names and path location within the project as the files in the previous project, you can select these files using the Matching Previous Documents from Folder option. If the files of your new project do not have the same file names as the ones in the previous project, you can select these files using Specific Previous Document and Previous Documents from Map.

Restriction: PerfectMatch is available with the Professional edition.

Procedure

1. On the PerfectMatch page of the Create a New Project wizard, select Add, and choose an option to determine how you want to manage the previously translated files:

• Select Matching Previous Documents from Folder – Browse to the required location, select the folder, and then select OK. The New Project wizard searches the folder and all sub-folders for matching previous bilingual files automatically and adds these to your project.

Even though you have selected a specific target language, the wizard will still add any matching bilingual files that it finds for the other target languages in your folder. If the wizard finds other *.sdlxliff files that do not match the file names in your project, it displays an error message stating the number of files it has been unable to add out of the number of files found.

• Select Specific Previous Document to add previous bilingual files manually. – Browse to the required location, select the previous bilingual file, and select Open.
• Select Previous Documents from Map to avoid adding each previous bilingual file manually. – If file names have changed since previous projects but the files still match in content, you can add a map file. You must add a separate map file for each target language. Browse to the required location, select the map file and select Open.

The previously translated bilingual files are displayed in the Previous Document column next to the corresponding project file.

2. You can choose a translation origin and a status for the translations which are extracted from the previously translated files and then applied to the new project files. Under After Matching, select:

• Lock segments if you apply PerfectMatch from a project which has fully reviewed translations. This will mark all approved translations as PerfectMatch with a status of Signed Off.
• Keep initial segment origin and status if you want to use the same origin, status, score and target comments as the original document.

3. Select Next.

Step 8: Running project preparation batch tasks

When you create a project, you select the preparation steps (batch tasks) and the order (task sequence) in which they are applied on the files of the newly created project.

About this task

The batch tasks are automatically performed when the project is created. The default task sequence that is automatically selected is the Prepare without Project TM.

Procedure

1. On the Batch Tasks page of the Create a New Project wizard, choose a batch task sequence which is applied to your files before the project is created:

• Prepare without project TM
• Prepare
• Analyze Only
• Pseudo-translate Round Trip
• Trados GroupShare Translate and Analyze – If you publish your project to SDL Trados GroupShare, you can run the Trados GroupShare Translate and Analyze batch task on the Batch Tasks page.
• Custom – A list of batch tasks available to include in this project is displayed. Select the batch tasks you want to include in this project from the Available Tasks box, and then select Add. Tasks that are displayed in gray are not available for selection. This may be because they are already selected or the task does not support the current input file types. When you select Finish to create the project on the Summary page of the Create a New Project wizard, this task sequence will run. This task sequence will not be available to use in new projects you create in the future.

Note: Alternatively, you can create a custom batch task to use and select in future projects. Select Task Sequences, and then in the Task Sequences dialog, select Add. Fill in the sequence details and select the batch tasks you want to include in this project from the Available Tasks box. Select Add. Tasks that are displayed in gray are not available for selection. This may be because they are already selected or the task does not support the current input file types. On the Batch Tasks page of the Create a New Project wizard, select the newly created task sequence from the Task Sequence drop-down list.

2. In the Language Pairs area, expand the Batch Processing tree under a language, select one of the available tasks and make any appropriate changes. The tasks become available in the Language Pairs area depending on what task sequence you choose.

3. Select Next.

Step 9: Summary

You can review your selections for the new project on the Summary page of the Create a New Project wizard.

Procedure

1. On the Summary page of the Create a New Project wizard, check if your selections are correct.

2. Select Finish to create the project. Progress bars indicate what task the process has reached.

3. Once a task is complete, select it in the list and select Results to check any errors.

• If the task completed with errors, the Error icon is displayed beside the task.
• If the task completed successfully, the Complete icon is displayed beside the task.

4. When all of the tasks are completed and the project is created, you can specify if you want to save the project settings for future use in a template by:

• Creating a new template
• Updating the template on which you based the project with the settings used for the current project
• Not saving the settings to a template

5. Select OK to exit the Create a New Project wizard. This button is not active until the project is created. If a project was not created due to errors in the tasks, this button remains inactive. Select Back to change the settings and restart the creating process.