QUICK START GUIDE FOR MEMOQ 2015 For project managers © 2004-2015 Kilgray Translation Technologies. All rights reserved. www.memoQ.com Quick start guide for project managers Contents Contents ...................................................................................................................................... 1 1 Introduction .............................................................................................................................. 4 1.1 Projects ...................................................................................................................................... 4 1.2 The PM Dashboard .................................................................................................................... 4 2 Creating a project ...................................................................................................................... 8 2.1 Creating an online project ......................................................................................................... 8 2.1.1 Creating an online project from a template ......................................................................... 14 2.1.2 Creating an online project as a member of a light-weight PM group .................................. 16 2.2 Assigning users to an online project........................................................................................ 18 2.2.1 A project on autopilot .......................................................................................................... 22 2.2.2 Assigning a subvendor to an online project ......................................................................... 23 2.3 Using the Group Assignment features: FirstAccept, GroupSourcing, Slicing .......................... 24 2.3.1 FirstAccept ............................................................................................................................ 24 2.3.2 GroupSourcing ...................................................................................................................... 27 2.3.3 Slicing .................................................................................................................................... 28 2.3.4 Distribute documents evenly ............................................................................................... 29 2.4 License assignment .................................................................................................................. 30 2.4.1 Setting up ELM licenses ........................................................................................................ 31 2.4.1.1 Assigning an ELM license to a project manager ................................................................ 32 2.4.1.2 Updating the credential of your memoQ server ............................................................... 33 2.4.3 Setting up CAL licensing ....................................................................................................... 33 2.4.3.1 CAL settings ....................................................................................................................... 35 2.5 Creating a local project ............................................................................................................ 36 2.6 Assigning users in local projects .............................................................................................. 39 2.7 Creating a handoff ................................................................................................................... 40 2.8 Creating a content-connected project on a memoQ server (if you have purchased the content connectors) ...................................................................................................................... 43 2.9 Creating a package from an online project ............................................................................. 45 2.10 Project synchronization ......................................................................................................... 47 3. Running statistics ................................................................................................................... 49 3.1 Impacts on statistics results .................................................................................................... 52 3.1.1 Post-Translation-Analysis ..................................................................................................... 52 3.1.2 Homogeneity and repetitions .............................................................................................. 53 3.1.3 Editing distance statistics ..................................................................................................... 54 3.1.4 Double context matches ...................................................................................................... 56 3.1.5 X-translation ......................................................................................................................... 57 4. Update Workflow ................................................................................................................... 61 4.1 Bilingual document update workflow ..................................................................................... 61 4.1.1 MQXLIFF ............................................................................................................................... 62 4.2 Project Update Workflow ........................................................................................................ 63 5. Finishing the project ............................................................................................................... 65 5.1 Finishing an online project ...................................................................................................... 65 5.2 Finishing a local project ........................................................................................................... 67 6. Miscellaneous topics .............................................................................................................. 68 memoQ integrated translation environment Page 2 of 86 Quick start guide for project managers 6.1 Using resources in projects ..................................................................................................... 68 6.2 Using QA .................................................................................................................................. 68 6.2.2 Using the LQA models .......................................................................................................... 69 6.3 Using the bilingual document formats .................................................................................... 71 6.3.1 Export options ...................................................................................................................... 71 6.4 Using views .............................................................................................................................. 76 6.5 Using the communication feature ........................................................................................... 79 6.5.1 Using the Discussion feature ................................................................................................ 80 6.6 Using the confidentiality mode ............................................................................................... 82 6.7 Monolingual review ................................................................................................................. 83 7 Web Project management (Web PM) ....................................................................................... 85 Appendix ................................................................................................................................... 86 This guide covers memoQ 2015, project manager edition. It contains text items from the English user interface of the program. These items are under constant verification and are subject to change without prior notification. memoQ integrated translation environment Page 3 of 86 Quick start guide for project managers 1 Introduction memoQ is an advanced translation environment. To learn how to translate, see the quick start guide, available here. This document explains how to set up online and local projects, assign translators and proofreaders, subvendors as well as how to assign CAL or ELM licenses to external resources. Further information can also be found in the Subvendor Workflow guide here and in the Knowledge Base: kb.kilgray.com. This guide focuses on the project manager view using the memoQ server for the project creation. However, sections are marked which can also be used by a project manager having a project man- ager license but no memoQ server. A summary of the differences for a translator pro and a project manager edition can be found here: https://www.memoq.com/translation-products/versions-and- pricing. 1.1 Projects In memoQ, translation jobs are organized into projects. A translation project consists of the following items: 1. Translation documents (unlimited number – practically up to a few hundred) 2. LiveDocs corpora, consisting of bilingual documents, source-target document pairs, monolingual documents, and binary files (unlimited number, remote or local – practically one or two) 3. Translation memories (unlimited number, remote or local – practically up to five or six) 4. Term bases (unlimited number, remote or local – practically up to five or six) 5. Settings and light