Difference between revisions of "Managing Terminology"

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You can view and '''manage the termbases''' '''(glossaries)''' in your project.
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For example you can import and export terms, get statistics, browse and edit termbases and run maintenance.
 
__TOC__
 
To manage glossaries (termbases) in GlobalSight, click '''Setup->Terminology''' from the top menu. You can also open it from Setup in the ''Quick Links''. ''Terminology Management'' opens.
 
[[File:gloss01.jpg|left|600px|thumb|Terminology Management]]<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>
 
 
 
Select a termbase to manage it. You can:
 
# [[#Getting Termbase Statistics|Get termbase statistics]]: Show the number of entries as well as the number of terms in each language in the selected termbase
 
# [[#Indexing Termbases|Index a termbase for better performance and to enable termbase leveraging]]
 
# Remove the termbase selected by selecting the termbase and clicking '''Remove'''
 
# [[#Browsing Termbases|Browse the termbase]]: View terms in the selected termbase. Managers can edit the termbase entries
 
# [[#Importing New Terms into Termbases|Import new terms into the selected termbase]]
 
# [[#Exporting Terms from Termbases|Export terms from the selected termbase]]
 
# [[#Creating/Duplicating/Editing Termbases|Create/Edit/Duplicate termbases]]: Create a new empty termbase/Modify an existing termbase/Make a copy of a termbase
 
# [[#Running Termbase Maintenance|Run maintenance]]: Search and replace entries in the termbase selected
 
# [[#Managing Input Models|Input Models]]: Define the basic structure of termbase entries
 
 
 
Admin users can also edit the users that can access the termbase.
 
 
 
==Importing Terminology==
 
You can [[Setting_up_GlobalSight#Importing_Terminology|import terminology]] as needed.
 
 
 
==Searching Glossaries==
 
You can also select the glossaries to search using the ''Terminology  -Search Terms''.
 
[[File:Gs822 11.jpeg|thumb|800px|left]]<br style="clear: both" />
 
 
 
Open ''Terminology - Search Terms'' by clicking '''My Activities->Term Search'''.
 
 
 
Project Managers can also open it by clicking '''Setup->Terminology->Search Terms'''.
 
 
 
==Getting Termbase Statistics==
 
'''To get statistics on a termbase:'''
 
# Select the termbase
 
# Click '''Statistics'''<br>[[File:gloss02.jpg|left|thumb|600px|Termbase Viewer]]<br style="clear: both" />
 
 
 
==Indexing Termbases==
 
'''To get statistics on a termbase:'''
 
# Select the termbase
 
# Click '''Indexes'''<br>[[File:gloss03.jpg|left|thumb|600px|Termbase Indexes]]<br style="clear: both" />
 
# Select the index, for example by language or concept-level. You can upload the latest data again by clicking '''Refresh'''
 
# Re-index the termbase languages and/or concepts selected. You can only re-index if indexes are not already being rebuilt. Click '''Re-Index''' or '''Schedule Re-Indexing''' to set a time for when the re-indexing happens<br>[[File:gloss05.jpg|left|thumb|600px|Indexing Progress]]<br style="clear: both" />[[File:gloss04.jpg|left|thumb|600px|Scheduling Re-indexing]]<br style="clear: both" />
 
# Click '''OK''' to return to ''Terminology Management'' or '''Browse Termbase''' to check the contents
 
 
 
==Browsing Termbases==
 
'''To browse a termbase:'''
 
# Select the termbase
 
# Click '''Browse'''<br>[[File:gloss06.jpg|left|thumb|400px|Termbase Statistics]]<br style="clear: both" />
 
 
 
You can enter queries and search for either fuzzy or exact matches.
 
 
 
You can manually add new terms to the termbase by clicking '''New''', rather than re-uploading the entire glossary.
 
 
 
==Importing New Terms into Termbases==
 
'''To import new terms into a termbase:'''
 
# Select the termbase
 
# Click '''Import'''<br>[[File:gloss07.jpg|left|thumb|600px|Import Data]]<br style="clear: both" />
 
# Click '''Browse''' and select the file
 
# Select the ''Import file format'' under ''File Options'':
 
#* XML: The XML file must follow a specific termbase XML DTD
 
#* TBX
 
#* Excel
 
#* TRADOS MultiTerm® XML
 
#* CSV: Any delimited text file. All data must use the same encoding. For example UTF-8. For CSV files, select the ''Column delimiter'' also
 
# Click '''First line is column header line, skip during import''' if the first line of the delimited text file is a header
 
# Click '''Next'''
 
# Set the import options:<br>[[File:gloss08.jpg|left|thumb|600px|Import Options]]<br style="clear: both" />
 
#* Add all concepts as new concepts: All concepts in the file are added to the termbase
 
#* Synchronize on concept id:
 
#** Overwrite existing concepts: When two concepts have the same id, the new concept overwrites the current one. Extra language term data in the system remains
 
#** Merge new and existing concepts: When two concepts have the same id, the new concept merges with the current one 
 
#** Discard new concepts: When two concepts have the same id, the new concept is discarded
 
#* Synchronize on language: Select the language on which concepts should be synchronized
 
#** Overwrite existing concepts: When two concepts have the same term in the selected language, the new concept overwrites the current one. Extra language term data in the system remains
 
#** Merge new and existing concepts: When two concepts have the same term in the selected language, the new concept merges with the current one
 
#** Discard new concepts: When two concepts have the same term in the selected language, the new concept is discarded
 
#* Unsynchronized entries: For concepts that do not appear in the existing termbase when synchronizing on concept id or language. When selecting '''Add all concepts as new''', this option is ignored
 
#** Discard: New concepts that are not in the existing termbase are discarded
 
#** Add: New concepts that are not in the existing termbase are added to the termbase
 
# Click '''Import'''
 
 
 
==Exporting Terms from Termbases ==
 
'''To export terms from a termbase:'''
 
# Select the termbase
 
# Click '''Export'''<br>[[File:gloss09.jpg|left|thumb|600px|Export Termbase]]<br style="clear: both" />
 
# Select the entries to export:
 
#* Entire termbase: Export all entries in the termbase, sorted by entry id
 
#* By language: Export entries with terms in that language only, sorted by the language order
 
# Select the options to ''Filter entries by''
 
# Select the ''Export Format'':
 
#* GlobalSight Format: Export an XML file
 
#* HTML: Export a HTML file with Termbase entries, also suitable for printing
 
#* TBX
 
#* TRADOS MultiTerm® iX: Export a Trados-compatible XML file
 
# Set the ''File Encoding'' to '''UTF-8''', the default setting
 
# Click '''Next'''
 
# Select the ''Output Options''. Click '''Output System Fields''' to write system fields to the termbase being exported<br>[[File:gloss10.jpg|left|thumb|600px|Output Options]]<br style="clear: both" />
 
# Click '''Export'''
 
# Click '''Download Export File''' to save the file to your computer or click '''OK''' to return to ''Terminology Management''
 
 
 
==Creating/Duplicating/Editing Termbases==
 
'''To create/duplicate/edit a termbase:'''
 
# Select the termbase
 
# Click '''New/Duplicate/Edit'''<br>[[File:gloss11.jpg|left|thumb|400px|Define New Termbase]]<br style="clear: both" />
 
# Enter the ''Termbase Name'' and an optional ''Description''. The name cannot contain hyphens (-) or the percentage symbol (%)
 
# Select the languages to ''Define as Termbase Languages''. You can also '''Add''' and '''Remove''' those already on the list
 
# Select the fields to show in the termbase. You can also '''Add''' and '''Modify''' those already on the list
 
# Click '''Save'''
 
 
 
==Running Termbase Maintenance==
 
'''To run termbase maintenance:'''
 
# Select the termbase
 
# Click '''Maintenance'''<br>[[File:gloss12.jpg|left|thumb|400px|Termbase Maintenance]]<br style="clear: both" />
 
# Enter the text to ''Search For'':
 
#* Match case: Click to make the search case-sensitive
 
#* Whole word only: Click for an exact search or unclick for a fuzzy search
 
#* On the concept level: Confine the search to fields at the concept-level - Definition, Domain, Note, Project, Source. Leave blank to search all concept types
 
#* On language level in language: Confine the search to fields in the language - Source, Note. Select a language in which to perform the search. Leave blank to search all language level types
 
#* On term level in language: Confine the search to fields at the term-level - Definition, Context, Example, Source, Note. Select a language in which to perform the search. Leave blank to search all term level types
 
# Click '''Search'''
 
 
 
==Managing Input Models==
 
'''To manage input models:'''
 
# Select the termbase
 
# Click '''Input Models...'''<br>[[File:gloss13.jpg|left|thumb|400px|Manage Input Models]]<br style="clear: both" />
 
# Click '''Add/Edit''' to add/edit input models using the ''Input Model Editor''<br>[[File:gloss14.jpg|left|thumb|500px|Input Model Editor]]<br style="clear: both" />
 
# Enter a name for the input model
 
# Click '''Add Language...''' to add a language to the input model<br>[[File:gloss15.jpg|left|thumb|500px|Add Language Constraint]]<br style="clear: both" />
 
# Select a language
 
# Click '''Required''' to require a term to be entered for the language selected above. Otherwise, click '''Optional'''
 
# Click '''OK''' to save and return to the ''Input Model Editor''. You can also remove a language by clicking '''Remove Language'''
 
# Click '''Add Synonym...''' to add a synonym to the input model<br>[[File:gloss16.jpg|left|thumb|500px|Add Synonym Constraint]]<br style="clear: both" />
 
# Select the language of the term to which the constraint is being added
 
# Click '''Required''' to require the field to be complete to save the termbase entry. Otherwise, click '''Optional'''
 
# Click '''can occur multiple times''' to have several occurrences of the term
 
# Click '''OK''' to save and return to the ''Input Model Editor''. You can also remove a synonym by clicking '''Remove Synonym'''
 
# Click '''Add Field...''' to add field constraint to the input model<br>[[File:gloss17.jpg|left|thumb|500px|Field constraints at the term-level]]<br style="clear: both" />
 
#* ''Add Field: to current field...'': add a field as a sub-field of the field currently selected
 
#* ''Add Field: after current field...'': add a field at the same level as the field currently selected
 
# Select a field ''Type'' to constrain
 
# Enter an ''Explanation''
 
# Click '''Required''' to require the field to be complete to save the termbase entry. Otherwise, click '''Optional'''
 
# Click '''can occur multiple times''' to allow the field to be repeated within the termbase entry
 
# Click '''OK''' to save and return to the ''Input Model Editor''. You can also make changes by clicking '''Edit Field''' and remove a field by clicking '''Remove Field'''
 
# Click '''Save and Close''' to save the input model and close or '''Close''' to close and discard the changes
 
 
 
You can remove an input model by selecting it and clicking '''Remove'''. You can set whether or no to set it as the default model to use by clicking '''Make Default'''/'''Unset Default'''.
 
 
 
Click '''Previous''' to return to ''Terminology Management''.
 
 
 
==Restricting Access==
 
Administrators can restrict access to termbases to particular users. Access is configured on a termbase basis.
 
 
 
'''Restricting access to a termbase affects:'''
 
* The ''Terminology'' page
 
* The termbases that are available when creating or editing a project
 
* The termbases that are available in ''Search Terms''
 
 
 
'''To restrict access to a termbase:'''
 
# Open ''Terminology''
 
# Select a termbase and click '''Users'''<br>[[File:gs8_26.jpg|left|500px|thumb]]<br style="clear: both" />
 
# Select the users to be given access to the termbase and click '''>>'''<br>[[File:gs8_27.jpg|left|300px|thumb]]<br style="clear: both" />
 
# Click '''Save'''
 
 
 
 
 
[[Category:GlobalSight]]
 
[[Category:Terminology]]
 

Revision as of 21:58, 25 December 2014

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