Step 2: Settings

At the project settings step, you can change the name of a project and specify the deadline for work completion — date and time. The time you specify will be automatically adjusted depending on the location of the project participants taking into account time differences. Depending on your account settings, you can specify the client and a project group (see the Adding Client topic for important information).

Select the source language and target languages of the project. Please note that after you create a project, you can add translation languages, but cannot change or remove any languages you have already chosen.

You can also add comments that will be displayed on the project page for you and by hovering over the project name for an assigned linguist.

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All project settings can be changed at any time — except removing languages.

To enable machine translation for a project, check the Use machine translation box. If you choose to use machine translation, by clicking on the Settings wheel, you will have an option to choose one of the many engines that are integrated with Smartcat. This option is rather flexible and allows users to assign different engines to each language in order to benefit from the best possible MT output. See our Choosing an MT engine page. Each MT engine applied to your project requires Productivity Services pages, for example, for one-page project to which applied 3 MT engines, three pages will be spent.

To set up translation memories, glossaries and quality assurance checks, use the Advanced Settings switch.

Translation memories

When a project is created, Smartcat can set up translation memories automatically using three methods.

  • If you do not select any translation memory at this stage, a new TM will be created (it will have the same name as the project). This is not the preferred method as you will end up with many unorganized TM that makes it difficult to leverage translations between projects. 
  • If you have uploaded a TMX file during the first phase of the project creation, the system will create a translation memory using this file, and associate it with the project. This is also not recommended in many cases as you will face the same problem of having to remember where you stored your translation for future projects unless you update the TM settings after it was created to categorize the database. The recommended step is to create a new TM before creating projects if you have received a TMX file from your client.
  • If you specified a client or project group for the project, the system will enable the relevant translation memory from the ones that you have already created in Smartcat for this client or project group (see our section about setting you your account). This is the preferred method as it makes linguistic asset management and project management easier.

You can change TM settings on the Translation Memory tab.

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If you have selected a client name or a project group, all the TMs associated with this client will already be listed in this tab and nothing else is needed. You can, of course, add more TMs to the project if needed but this is the reason why we recommend that you set up your account ahead of time since it does facilitate project creation. If you have more than one TM listed, the only action needed will be to select to which TM to write a new translation.

If you have uploaded a TMX file to a project, you can change the settings of the TM that was created. To do this, hover the cursor over the TM in the Uploaded Translation Memories area and click on the pencil icon.

You can change the name of the new translation memory, add target languages, select a client, project group or topic, and specify whether matches should be searched taking adjacent segments into account (in other words, whether to use the context check or not). It is highly recommended assigning your new translation memory to an existing client or project group if none exists for these entities. This will help you in future projects. 

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After configuring the TM, click Save.

Another import thing is a translation memory threshold. When assignees are working with the document, the system compares each segment with those that have been translated earlier and saved in the connected translation memory. The system offers translation options that match the current segment by 75% or more by Default. You can choose a higher threshold — then the matches will be more accurate, but there will be fewer options. Matches lower than 75% will generally not improve the translator productivity but could be useful for terminology reference. But too many TM options can also hinder the productivity of assigned linguists.

If you want to change the threshold for matches search, click on the translation memory in the Linguistic Assets tab and specify a different value in the Minimum match field.

The threshold value can be different for each TM.

If you wish to enable a TM that you've already created in Smartcat for a new project, hit the Select an existing TM.

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In the dialogue box, you will see the list of TMs matching the language pair of your project. If you have many TMs, you can search by name or you can filter TMs by client, project group, and subjects if you select the Advanced Search option. In Smartcat, you can even select a TM where the source and target languages are reversed without any processing needed. The TM will be used as reference only and cannot be written to, though could provide helpful information to assigned linguists. It is possible to select more than one TM for each project.

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After selecting the TMs, click Add.

If you have not uploaded a TMX file, don’t have existing TMs or simply want a different option, you can create a new TM and associate it with your project. Select the Create new TM option.

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The new TM will appear in the New Translation Memory area. To change the settings of this TM, hover the cursor over it and click the pencil icon.

The process is the same as described above for the TM created with a TMX file. Don't forget to associate your new TM to a client or a project group.

As mentioned above, several TMs can be selected for a project. Although, you can record  new translation generated within the project in only one of the TMs being used. You can select which TM you want to record the new translations into by selecting a translation memory and selecting Write new translations to this TM.

If you change your mind after selecting some TMs, you can remove a translation memory being used on the project. Simply click on the X on the right. Keep in mind that you cannot remove a TM that has been selected for writing. You will need to select another TM first. 

Glossaries

Glossaries are an important translation resource. You can create and keep separate glossaries for different subjects and clients, and add terms with translations to other languages into them.

If a glossary is enabled to a project, whenever a glossary term is detected in the source text, the system will automatically offer a variant for that term.

If you specified a client or project group for the project, the system will automatically enable the relevant glossary from the ones that you have already created in Smartcat for this client or project group.

You can change glossary settings on the Glossaries tab in the Advanced Settings.

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It’s best practice to set up your linguistic assets when you create your account or add new clients but if you have not done so and need to create a glossary and enable it to a project, hit the Add button and choose Create.

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The new glossary will appear in the New glossaries area. To change the settings of this glossary, hover the cursor over it and click the pencil icon.

You can change the name of the new glossary, add languages, and select a client and project group (recommended for use with future projects).

After configuring the glossary, click Save.

To enable a glossary previously created in Smartcat on your project, hit the Add button and choose the Select an existing glossary option.

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In the window that opens, you will see a list of glossaries matching the language pair of your project. You can filter the glossaries by client and project group.

After selecting the glossaries, click Add.

To disable a glossary being used on the project, hover the cursor over it and click on the x.

Quality assurance

Smartcat provides automated quality assurance. Translations are checked for various errors involving spelling, punctuation, terminology, and consistency with the translation memory.

By default, the system checks the translation for all types of errors, and, if an error is detected, a warning will show. In some cases, for example, if an error involves formatting tags, the system will not allow the user to confirm that the translation has been completed until the error is corrected. The reason is that if formatting tags are missing, it might not be possible to export the translated document.

You can change quality assurance settings on the Quality Assurance tab in the Advanced Settings.

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If the system detects an error in the translation, by default it displays a warning. The option Warn of errors is selected for most of the error types in the quality assurance settings.

If certain kinds of error warnings distract you, you can disable them by selecting the Ignore errors option.

And if you want to specify that a certain kind of error is critical, opt for Require error correction. When the kind of error specified is detected in the translation, the system will not allow the segment to be confirmed until it is corrected. This option can add to the translation team workload though so it should be used only for critical errors.

Once you are finished adding your linguistic assets and choosing your QA options, click on Next at the bottom right. This will take you to the last step of the project creation process — Workflow stages.

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