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Jul 21, 2019

"Faulty" memoQ light resource defaults and how to change them

So often in the decade since I began using memoQ, I've felt an undercurrent of irritation at some of the default settings for certain types of resources, and with the need to switch these resources manually in so many projects. But with so many other pressing matters, I didn't really focus on the problem until a participant in last week's summer school course at Universidade Nova in Lisbon expressed the same irritation with regard to the default QA settings.

QA settings are probably the most familiar irritants to many memoQ users. Some have declared memoQ QA to be "unusable" because of many false positives or a failure to check certain things, and these opinions are usually unfounded and reflect a poor understanding of the available options and how to use them. But even those of us who do know how to use them get caught out by forgetting to change the QA settings to our favorite profiles on many occasions.

No more. If, for example, you want to change the memoQ QA default settings, it is very easy to configure them to match your preferred profile. I started off by cloning my empty QA profile, a template file that I maintain in which no checks at all are enabled. This is the starting point I use for custom QA rule sets in memoQ.


I then edited the renamed file and configured it with the terminology, auto-translation rule and tag settings I prefer in routine cases, leaving many of the usual, irritating memoQ QA defaults disabled. Then I exported the MQRES file as a backup and opened it in a text editor.


There I copied all of the text starting with the XML declaration (skipping the MemoQResource header), and I looked (for example, in the Resource Console, though the Options and Project Settings would do as well) to see where the default resource was located:


Then I went to the file location...


... opened the file, and pasted the copied text of my desired settings into the file:


Default resources (as well as already-imported light resources) do not use headers. Then I saved the new default file and closed it. Then I started memoQ again and make a copy of the Default file for QA settings, and used the editor to examine its contents, which matched those I had pasted into the file for the QA option defaults.


I'm not sure (yet) whether these defaults will be replaced when bugfixed builds or new versions are installed, so I am keeping my exported custom QA configuration as a backup in case I need to do this again. And I will be looking at other light resources which might benefit from this approach.

I had originally considered setting my empty QA profile (with nothing set) as the default until I realized that this could lead to a false impression that nothing of interest was wrong if that default profile is accidentally chosen (or not deselected, rather) for a quality check. Then I realized that the best default to use would, of course, be the settings I use most frequently.

One objection to this procedure raised on social media is that one can set the default for new projects in the memoQ options under "default resources". However, this does nothing for projects which already exist. In these, the change would have to be made project-by-project. And for users who tend to re-use projects for a particular client rather than use the powerful, but somewhat confusing project templates feature, this is a real time-consuming nuisance. Changing the installation-level defaults automatically changes how QA is done in all the exiting projects that use "default" QA options.

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