How to create and apply a TM penalty profile

How to create and apply a TM penalty profile

Introduction

You can use a TM penalty profile to select a particular translation memory (TM) from the XTM Cloud database, based on its tags and tag groups, and then penalize matches during analysis of the source file (see How to create tags and tag groups to find out how to create tags in XTM Cloud).

Applying a TM penalty profile provides project managers with the flexibility to control which TM is used for a project and the priority each match is given when presented to the translator.

IMPORTANT!

You cannot apply TM penalty profiles to MT matches! MT matches perforce are not saved in the TM resources, so there is nothing to penalize.


Instructions

TM Penalty Profile

  1. As a user with the Administrator role, go to Configuration Data Tags TM penalty profiles, and click the Add button.

  1. In the general section, proceed as follows:

  • Enter a penalty Profile name,

  • Enter a Description (optional),

  • Select the Active checkbox;

  • Select one of the Penalty options:

    1. Sum penalties,

    2. Select highest penalty: use only when a segment is affected by more than one penalty.

  • Select Matches order:

    1. By Match type,

    2. By priority.

  • Select Default priority of non-penalized matches.

  1. In the Rules section, add rules for the penalty profile. Then specify which Actions are to be taken once the rule criteria have been met. You can add multiple conditions within one rule. Each penalty profile can have multiple rules with their corresponding action.

IMPORTANT!

Keep in mind that if penalty profiles contain rules with multiple lines (as in the screenshot above), there is an AND between the lines of a rule. If there are multiple rules in the profile, there is an OR between them.

Penalty profiles rules: available options

FIELD

COMPARISON

FIELD

COMPARISON

All tags

All the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.

None of the tags

None of the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.

Customer

The customer for a segment in the XTM Cloud TM database against the project customer.

Status

The XTM status of a segment in the XTM Cloud TM database can be either Approved or Not approved.

XLIFF:doc status

A segment's XLIFF:doc status in the XTM Cloud TM database: 1. Rejected; 2. New; 3. Translated; 4. Proofed; 5. Validated.

Target language

The target language for a segment in the XTM Cloud TM database against the target language chosen for this project.

Match type is ICE or leveraged

The match is either an In-Context Exact match or a Leveraged match.

Tag

One of the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.

Any tag

Any of the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.

Match type is variant

The match comes from a translation memory that is for a different variant of the target language specified in the project.

Project target language

The match comes from the same target language as specified in the project.

Segment ID

TM match for a segment with or without a segment ID.

  1. Once the penalty profile is set up, it will be displayed in the XTM Cloud UI, in the TM penalty profiles section.

You can always modify a newly-created TM penalty profile by simply clicking on it directly, or on the context menu icon, and then Edit.

  1. Next time you create a project, you can apply the previously created TM penalty profiles in the Tag settings section.

TM language variant penalty profile

XTM Cloud also allows for using a separate Penalty Profile dedicated to language variants, for the same project. To enable TM language variant penalty profile in the XTM Cloud UI, take the following steps:

  1. Go to Configuration → Settings → Translation → TM → Matches - general (administrative privileges required!),

  2. Select the Match against all language variants checkbox for the TM language variant penalty profile option to appear.

  3. Select TM language variant penalty profile checkbox and select your default Penalty Profile for language variants.

  1. Once you have enabled and configured it globally, you can then configure it at:

  • Project template level (Project template editor → Project details → Settings → TM language variant penalty profile).

  • Project level:

    • At the project creation stage (Settings → TM language variant penalty profile),

    • In Project Editor (General info → TM language variant penalty profile).

The TM language variant penalty profile is prioritized over the standard TM penalty profile.

You can therefore use both if there are times when you need different rules to apply to the variant languages, compared to the non-variant languages. If both are used, languages that have variant matching enabled will use rules from the TM language variant penalty profile only and the rules from the standard TM penalty profile will be ignored.

If both profiles have the same rules in general, you can stick to using the standard TM penalty profile only.


How to make a penalty trigger only when the TM tag is different from the project tag, but not when the TM segment has no tags?

Sometimes clients might be pondering whether XTM Cloud allows a TM penalty rule where a particular penalty is given only if the project tags are different from the TM segment's tags, but not if the TM segment has no tags whatsoever.

The solution to this problem is the following rule: All tags → don’t exist in project tags.

To sum up, with the currently used rule: if TM segment has no single tag AND the project has any tag/tags, the TM segments without any tags will not get a penalty. Thanks to the applied rule, you will get the expected result.


Good to know!

When you create penalty actions that affect the priority in which matches are displayed, compare it against the default priority of non-penalized matches. The default priority of non-penalized matches should be higher than the priority of penalized matches.

If you want to favor translations that match the criteria specified in a penalty profile, you can lower the default priority of non-penalized matches, increase the priority of the penalty profile and choose not to do anything else as a penalty action.

IMPORTANT!

It is not possible to combine multiple TM penalty profiles into one!