Customer Editor – Settings: TM and Terminology
In the TM and Terminology section of the Customer list > Settings tab screen, you can customize the TM and Terminology-related system settings for a customer.
Settings tab:Select the Customers > Customer list tab.
Select the required customer in the Customer list screen.
Result: the Customer list > Edit view is opened for the selected customer.
From the left-hand side panel, select Settings.
In the Customer list >
Settings tab screen, scroll down to the TM and Terminology section.Result: the Customer list > Settings > TM and Terminology settings are displayed.
The settings you see in the TM and Terminology section, and the options selected for them, depend on the system settings made by your XTM Cloud Administrator. All possible settings are listed in the table below.
Setting | Description | Mandatory/Optional | Type | Valid values | |
|---|---|---|---|---|---|
Mark segment as locked | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the general Matches settings). Specify if the setting is to be displayed at project level for the selected customer and what should be the default value. If the setting is displayed, the project creator can change the default value. | Mandatory | Dropdown | Valid values:
| |
Use not approved memory | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the general Matches settings). By default, XTM Cloud only uses approved TMs for matching. However, you can select the Use not approved memory checkbox to permit the use of non-approved TM in projects created for the selected customer. This setting does not apply to a non-approved TM created in the current project. This TM will be returned even if you have not selected the Use not approved memory setting. Linguists will see these TM records in XTM Workbench even after project reanalysis. This setting does not apply to internal matching cases, such as fuzzy repetitions and 100% repetitions. They are displayed to users even if the Use not approved memory checkbox is cleared. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Allow editing of ICE segments | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the ICE match settings). When you enable this setting, you permit Linguists to edit all completed segments populated with In-Context Exact matches that are inserted in the translations they are working on in XTM Workbench. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Use Approved terms only | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see Terminology options). Select this setting to only use terms with valid translations (Approved status) for your project. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Do not store in TM segments with XLIFF:doc status set to Rejected | This setting is only available at global and customer level if TIPP has been enabled by XTM Cloud Administrator (for details, see Enabling TIPP in XTM Cloud). If this setting is enabled, and segments with XLIFF: doc Rejected status are saved in Workbench, they are not saved in TM. If identical segments already exist in TM, but their status is not Rejected, they are removed from TM. The setting is NOT displayed at project level. The option that you select will apply to all projects created for this customer. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Set non-translatables as done | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the Segment status settings). Select this setting to set non-translatable text to Completed during project analysis. The Linguist will not need to confirm them in XTM Workbench. If a segment is marked as non-translatable, while a Linguist is working in XTM Workbench, this setting will not apply. If a Linguist translates a segment which, during project analysis, has been marked as non-translatable, this segment's state qualifier will still be Non-translatable. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox Radio buttons | Valid values for the checkbox:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Set ICE matches from not approved TM to done | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the ICE match settings). If you deselect the Use not approved memory setting, described above, this setting will be displayed, but inactive. Select this setting to set ICE matches from non-approved TM to Completed during project analysis. The Linguist will not need to confirm them in XTM Workbench. This setting will also work for segments automatically populated with an ICE match while a Linguist is working on a file in XTM Workbench. For example, if a Linguist selects a certain segment, this segment and the two next ones become active, and XTM Cloud updates a match list for them. If one or more of these segments get an ICE match, it will be inserted in the segments automatically, and the segments' status will be set to Completed. If a Linguist selects an ICE match from the Matches docked panel manually, this setting will not apply. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox Radio buttons | Valid values for the checkbox:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Set leveraged matches from approved TM to done | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the Leveraged match settings). It is not available in the Project Editor, so the setting cannot be changed in an existing project. Select this setting to set leveraged matches from approved TM to Completed during project analysis. The Linguist will not need to confirm them in XTM Workbench. This setting will also work for segments automatically populated with a leveraged match while a Linguist is working on a file in XTM Workbench. For example, if a Linguist selects a certain segment, this segment and the two next ones become active, and XTM Cloud updates a match list for them. If one or more of these segments get a leveraged match, it will be inserted in the segments automatically, and the segments' status will be set to Completed. If a Linguist selects a leveraged match from the Matches docked panel manually, this setting will not apply. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox Radio buttons | Valid values for the checkbox:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Set leveraged matches from not approved TM to done | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the Leveraged match settings). If you have disabled the Use not approved memory setting, this setting will be displayed, but inactive. Select this setting to set leveraged matches from not approved TM to Completed during project analysis. The Linguist will not need to confirm them in XTM Workbench. This setting will also work for segments automatically populated with a leveraged match while a Linguist is working on a file in XTM Workbench. For example, if a Linguist selects a certain segment, this segment and the two next ones become active, and XTM Cloud updates a match list for them. If one or more of these segments get a leveraged match, it will be inserted in the segments automatically, and the segments' status will be set to Completed. If a Linguist selects a leveraged match from the Matches docked panel manually, this setting will not apply. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox Radio buttons | Valid values for the checkbox:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Terminology type | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see Terminology options). | Optional | Dropdown | Valid values:
| |
Match terms in analysis | This setting is only displayed if you have selected XTM Terminology in the Terminology type setting. Select this option so that XTM Cloud checks the entire file against the XTM Terminology during project analysis. ImportantIf the AI Translate & TQI feature is enabled in your XTM Cloud instance and is set to run in analysis (for details, see Managing AI Translate & TQI at global level), select the Match terms in analysis checkbox. Otherwise, the AI Translate & TQI feature will not have access to terminology. If the AI Post-Edit feature is enabled in your XTM Cloud instance (for details, see Global AI Post-Edit settings), select the Match terms in analysis checkbox. It will enable the LLM access to your terminology resources. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Run Terminology extraction | This setting is displayed if your XTM Cloud Administrator has enabled it at system level (for details, see the Terminology options). When you select this setting, XTM Cloud extracts a list of candidate terms as an additional process during the project analysis. These terms are saved to an Excel spreadsheet. Project Managers can download it from the Project list by selecting the context menu icon If your XTM Cloud Administrator enabled terminology extraction at system level, but you have NOT selected this setting for a customer and neither did the project creator, Project Managers can still generate and download the candidate terms. However, in this case, terms are only extracted at their request. They can generate and download a candidate term list from the Project list by selecting the context menu icon The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Advanced TM Options | Specify if you want to use the system default TM-related settings or make customer-specific settings. | Mandatory | Dropdown | Valid values:
| |
Advanced TM Options section | |||||
ICE matches sub-section | |||||
Populate target with match | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Specify when an ICE match is to be automatically inserted into the target segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Number of matches to display | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Set a maximum number of ICE matches which are to be displayed in XTM Workbench, in the Matches docked panel for a single segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Leveraged matches sub-section | |||||
Search only if there are no ICE matches | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Specify whether XTM Cloud should search for a 100% leveraged match when there is an ICE match available for the segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Show leveraged matches | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Specify if and when 100% leveraged matches are to be displayed to Linguists in XTM Workbench. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Populate target with match | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Specify when a 100% leveraged match is to be automatically inserted into the target segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Number of matches to display | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Set a maximum number of 100% leveraged matches which are to be displayed in XTM Workbench, in the Matches docked panel for a single segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Fuzzy matches sub-section | |||||
Search for fuzzy matches even if specific matches found | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Specify, whether XTM Cloud should search for a fuzzy match if there is an ICE or a 100% leveraged match available for the segment. You can selecting one or both options:
The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkboxes | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Show | 95-99% fuzzy matches | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. For each category of fuzzy matches, specify if and when the match is to be displayed to the Linguist in the Matches docked panel in XTM Workbench. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdowns | For each category of fuzzy matches, select the required option:
The default is specified in the system settings made by your XTM Cloud Administrator. |
85-94% fuzzy matches | |||||
75-84% fuzzy matches | |||||
Populate target with | 95-99% fuzzy matches | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. For each category of fuzzy match, you can specify when XTM Cloud should automatically enter it in the target segment in XTM Workbench. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdowns | For each category of fuzzy matches, select the required option:
The default is specified in the system settings made by your XTM Cloud Administrator. |
85-94% fuzzy matches | |||||
75-84% fuzzy matches | |||||
Number of matches to display | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Set a maximum number of fuzzy matches which are to be displayed in XTM Workbench, in the Matches docked panel for a single segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
If segment has one number, which is different, substitute number & try to promote fuzzy to leveraged match | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. If the only difference between the current source segment and the one from the TM is just one number, when you select this checkbox, XTM Cloud inserts the correct number and upgrades the fuzzy match to a 100% leveraged match. The setting works when:
The setting does NOT work when:
The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkbox | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Fuzzy repeats sub-section | |||||
Search for fuzzy repeats even if specific matches found | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. Specify, whether XTM Cloud should search for a fuzzy repeat if if there is an ICE or a 100% leveraged match for the segment. You can select one or both options:
The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Optional | Checkboxes | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |
Show | 95-99% fuzzy repeats | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. For each category of fuzzy repeat, specify if it is to be displayed to the Linguist in XTM Workbench, in the Matches docked panel. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdowns | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. |
85-94% fuzzy repeats | |||||
75-84% fuzzy repeats | |||||
Populate target with | 95-99% fuzzy repeats | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. For each category of fuzzy repeat, specify when XTM Cloud should automatically enter it into the target segment in XTM Workbench. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdowns | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. |
85-94% fuzzy repeats | |||||
75-84% fuzzy repeats | |||||
Number of matches to display | This setting is displayed if you have selected the Customer specific option for the Advanced TM Options setting and then expanded its all or only the required subsections. You can set a maximum number of fuzzy repeats which are to be displayed in XTM Workbench, in the Matches docked panel for a single segment. The setting will be displayed at project level. The option that you select will be the default, but the project creator can select a different option for their project. | Mandatory | Dropdown | Valid values:
The default is specified in the system settings made by your XTM Cloud Administrator. | |