memoQ 2014: a first look

I couldn't make it to memoQfest this year - the first one in Budapest that I have missed since the event began in 2009. But the first family visit since that same year took priority, so my exposure to the upcoming memoQ 2014 version was strictly second hand until today.

I wasn't too happy with thing I heard on the Yahoogroups user list. In fact, when I read one message describing how the new transcription feature for bitmap graphics in some files required the Product Manager version, I was quite annoyed. The reality - a whole month before the official release - is very good for both freelancers and corporate outsourcers, and I think by the time this version makes its official debut in June there will be many good reasons to smile. I'm frankly amazed at how much Kilgray seems to be getting its act together and balancing the needs of users at all levels.

This afternoon I downloaded the first test release (alpha??) of memoQ 2014, installed it and began to take a cautious tour. My first impression was that it looked the same. And then, bit by bit, subtle and excellent small differences began to emerge. I looked for and found major new features I had heard about and discovered many interesting things not mentioned along the way.

The grammar checking feature seems to be implemented in a sensible way, though it actually doesn't work at all right now for me. But I can see where it's headed, and it is going in a good direction.

I had a quick look at the new plug-ins, particularly TaaS, and made notes about testing the potential for teamwork. What I have seen of TaaS for its much-advertised terminology extraction is a huge disappointment, and those who have followed my comments on Twitter will know I have nothing good to say about this EU boondoggle, but I see potential for other possibilities that nobody has really talked about, and if my instinct is right, this could be really useful. But I will need to invest a lot of testing time for the approach I have in mind.

The Project home view has gotten even more impossibly cluttered with the addition of "People", a rather sensible reworking of role assignments that even in the Translator Pro version clearly acknowledges that most freelance translators are not, in fact, 'islands' in their work.

This will surely make the small screen (netbook) usage problems worse if Kilgray does not redesign the view a bit, but in every other respect I see this as a significant improvement of project workflow, emphasizing the relationships between project participants in a better way.

One little bit that I stumbled across was the new way of handling the export of unfinished translations. This is a nice way of recognizing the frequent pressure in some projects to export incomplete stages of work.

I have had ways of dealing with this need for years in memoQ, but this new approach will make things simpler and obvious for all users.

There is a nice little feature for tracking time too:

This will facilitate record keeping for some jobs involving time charges.

The feature I have looked at in some depth so far, which makes me very happy, is Kilgray's very sophisticated handling of embedded objects and graphics, which sets new standards in many ways. I think there is still a key feature missing to make it the equal of OmegaT for handling charts with data stored as XML in the MS Office file (though I have not had time to check this yet), but what I have seen so far goes way beyond similar features I have seen in STAR Transit and Déjà Vu X2.

Embedded objects and images are imported as separate files from within the media and embeddings folders of the Microsoft Office file. I see a few potential problems with the current way of displaying a file and its objects and media. I've had projects with multiple files having embedded Excel spreadsheets, PowerPoint slides and other objects as well as any number of pictures needing to be localized. One recent project had 59 spreadsheets embedded in a DOCX file. Without an accordion or tree structure to collapse the subordinate structure view and show the embedded content again, the overview will be lost quickly. But this is a very good start. Note how the main file includes a count of the segments in the subordinate objects and graphics. (And take note of the new progress bar with different colors for different process stages like translation and proofreading.)

Bitmap texts can be recorded with a new transcription feature, which is also compatible with voice recognition. I dictated my German source texts with Dragon Naturally Speaking set to German, then switched to English for the translation. And of course the bitmap transcriptions are included in the word counts of the Statistics functions and the translations are written to the translation memory. I believe this is utterly unique in translation environment tools. Fluency has a transcription module too, of course, but its purpose and application are very different.

The exported translations with translated objects will look like they are not done at present, because the difficult refresh problem has not been solved by Kilgray. Each translated spreadsheet, slide, etc. will need to be opened in the document before the translation will become visible. This is much easier using the macro I published two years ago, and I am certain that by release time or soon thereafter Kilgray will find an elegant way of dealing with this difficulty. Atril handles the same problem by distributing macros as I recall.

In the recent Kilgray blog post on the six reasons to upgrade to memoQ 2014, the only overlap with the above points is the image localization. Peter Reynolds talks instead about other good stuff, such as the long-awaited project templates and Language Terminal. There are so many nice things ahead with this upgrade that we'll all just have to take it slowly, one bit at a time.

Of course the usual precautions for any new software version apply. The new version can be installed in parallel to your current version, and it can be tested while you continue to do the bulk of your work in the older, stable version. Typically it takes a few months for any new version to get the kinks out, but this allows plenty of time for planning the transition and preparing to take full advantage of the new features relevant to you. Migration is also not a trivial matter in many cases, but this time around there may be a little more help with that. More on that another time!

On a role with memoQ!

This morning I finished off a job I shared with another colleague, sent him the target document and a memoQ MQXLZ file for any edits he might want to make before dumping it in his TM or LiveDocs archive. I went on to other things and didn't see his message until about six hours later. He could not edit my bilingual file! What was wrong?!

I was "on a role" you might say. But not on a roll. Not today. I had not stopped to think that although the method I had used to review my work is popular with some freelance translators using memoQ, most of us do not use roles in our own projects, and few understand what they actually do. But roles can be an effective addition to our workflows and enable us to keep a better overview of a translation's status.

When working in a local memoQ project, you can assume one of three roles at a time: translator, first reviewer or second reviewer. The default role is always "translator".

Each role applies a different status when segments in the translation grid are confirmed:

• Translator = Confirmed
• Reviewer 1 = Reviewer 1 confirmed
• Reviewer 2 = Proofread

The confirmation settings you choose under Project home > Settings determine which of these three roles you work in. You can also set your role in recent versions of memoQ using the dropdown menu in the far right section of the translation window's toolbar. The icon for the dropdown menu reflects your current role:

When segments are confirmed in different roles, the status icon will be different:

The screenshot above shows four segments confirmed with three different roles. Someone in the Translator role or Reviewer 1 role cannot change segments which have been confirmed by someone working in the Reviewer 2 role. These "proofread" segments are protected and can only be modified in the Reviewer 2 role. However, the Translator role can change unwanted edits made in the Reviewer 1 role.

What use is that to a translator working alone? For a long time, my instinct was to say "none at all" and think of this as a feature of interest only to team processes. Too often I'm a team of one these days.

But on a number of jobs lately, I've found myself scribbling Post-It notes about which parts of a long job I had already checked, and it occurred to me that these roles might help. I've also grown fond of the X-Translate feature for new source text versions, where I usually protect content which has been carefully reviewed before if it has not changed. So the idea of doing a "final review" of some sections and protecting them by confirming in the Reviewer 2 role was appealing.

So, like some others, I have begun to switch roles in memoQ when I am carrying out different tasks. And the different confirmation icons - the check, check+ and double-check - give me a simple visual clue as to where I have worked with what purpose.

Another nice feature I use a lot is the Row History in the context menu. It shows me the translation of that segment for each minor version. If I am making a lot of edits and want to remember a particular translation, I use Operations > Create Snapshot... to make a new minor version for later reference. Minor versions are also created automatically with various operations such as target text export and exporting bilinguals. The row history shows all versions of the translation for the current source text (major version):

Text of previous translations can be copied to restore using Ctrl+C. Unfortunately, despite  requests, Kilgray has not yet seen fit to do the obvious and add a button for conveniently inserting other versions of a translation in the row history.

So what about my frustrated colleague who couldn't update the text in my "proofread" bilingual? How can he, a mere Translator, override my work in a superior role? By giving himself a "promotion" and choosing the Reviewer 2 role from the toolbar or his confirmation status in the project settings to Proofread.

For a discussion of how roles can affect what is written to a TM, see this old article on memoQ TM settings. The defaults have now been changed so that roles are no longer automatically stored in the TM, so if you are working with the default TM settings for memoQ 2013 R2 Build 53 or later, you don't have to worry about changing the defaults as I discuss in the old article.

memoQ TM settings: beware the Kilgray defaults!

memoQ 2013 R2 introduced a very significant change in the management of translation memory data which most users are likely not aware of. However, because the default behavior for information storage in translation memories was changed, it is important to be aware of this difference and what to do before your data are unacceptably compromised.

The screenshot above shows several different translations stored in my TM for the sentence in the second segment. In previous versions of memoQ, only one translation would be stored with the way this translation memory was configured. However, in memoQ 2013 R2, the role of the person editing the translation becomes an important part of the "context", and as a result, multiple translations can be stored for different roles. Personally, I find this a rather useless feature, because if I want to know previous translations for a segment, I consult the row history using the context menu. But I understand how in some processes, it may be desirable to maintain a record of translations entered by the translator and the first and second reviewer.

I have no use for these older translations, especially as these may contain errors (as seen in the example of the third entry in the screenshot). If I am proofreading my translation in a "reviewer" role and make changes, I want to overwrite the original entry in my TM and avoid the chance that its errors will be propagated in later work.

To avoid the problems that can result from this redundancy and preservation of errors in the translation memory, as of build 6.8.6 it is necessary for users to explicitly opt out of the current Kilgray TM settings defaults and create their own custom settings.

TM settings are "light resources" which can be managed in four places:

• The Resource Console,where settings can be created, edited, imported, exported, etc.
• The Options (Tools > Options... > Default resources > TM settings), where the default for new projects can also be set
• Project Settings (Project home > Settings > TM settings) in a specific project, where the default settings for the current project can be set
• Project home > Translation memories > (TM) > Settings where alternative TM settings can be specified for a particular translation memory selected in  project. This would be the case there you want to apply a special set of penalties to the content of that TM, for example.

The last tab of the default TM settings dialog looks like this:

To avoid the trouble of multiple, role-based entries being written to a TM, settings must be created in which the option to Store modifying user's role in the TM entries in not selected, and these custom settings must be applied to the primary translation memory in the project (by default or explicit selection).

Here's the "fast path" for staying out of trouble:

1. Go to Tools > Options > Default resources > TM settings and if you do not already have custom TM settings to edit, select and clone the default settings. Give them a suitable name like "My Own TM Settings".
2. Click the Roles tab and unmark the setting to store the user's role in TM entries.
3. Click OK.
4. Ensure that the checkbox next to these custom settings is marked so they will be applied to all new projects. Then click OK to exit the options.
5. In any currently open project to which the desired settings have not been applied, go to Project home > Settings > TM settings and select the desired settings as the default by marking the corresponding checkbox.

Multiple entries written to the TM when the roles are included will not be eliminated after the TM settings are corrected. They must be explicitly removed by editing the translation memory.

I hope that in the future Kilgray will reconsider these troublesome new default settings and make the new possibilities "opt-in" values in custom TM settings. But for now, users must actively change their settings and defaults if they want to avoid role-based additional TM entries. (The current version of the memoQ Help describes roles as being disabled here by default. Would that this were so!)

You can, of course, make other useful adjustments to your custom TM settings, such as defining what a "good" match is (for pre-translation) or adjusting the tag matching behavior or applying various kinds of penalties to reduce match values for content which might have quality problems. The memoQ Help offers guidance on these options.

Postscript:
Even after the settings are "fixed", "existing damage" in a TM caused by the storage of unwanted, role-based information is not repaired. Any messes will have to be cleaned up in the rather inadequate TM editor in memoQ or in an external TMX maintenance tool. At the present time, there is no "easy option" to clean up a large number of erroneous or redundant translations stored because of this role setting. This case unfortunately underscores the woefully inadequate maintenance facilities for translation memory resources in the current version of memoQ. Perhaps some of the sophisticated options developed for Kilgray's TM Repository will finally trickle down in some way in an integrated option with Language Terminal or some sophisticated filtering and editing options will be added directly to the desktop product so that users can finally maintain their TM data in a reasonable way. memoQ is, overall, the best option available to us for project work in most cases, and I recommend it to colleagues because I know they will be able to do most ordinary tasks with a minimum of grief and calls for help (or expressions of anger) directed to me. But in 2013 it is ridiculous that my ability to manage my TM in my tool of choice is inferior to what I could do when I started using Déjà Vu as my CAT tool 13 years ago. Please join me in encouraging Kilgray to raise their game - soon - with respect to translation memory maintenance by writing to support@kilgray.com and expressing your need for better data management! (And more sensible default TM settings, of course.)

Update:
It looks like this default problem may end with the 6.8.6 build. One of the key people involved with memoQ and its features has stated that "After the [next] update, the default TM settings resource will have 'Store modifying user’s name in TM' unticked." Excellent.

For cases where there may already be data problems from older, erroneous entries being retained, the following workaround was suggested:

• Export to TMX
• Start up 6.5 and import into an empty TM

In the process, memoQ 2013 (version 6.5) will ignore the role information in the TMX, and entries with the same source will not create duplicates; translations with a later timestamp will be preserved in the TM if there are duplicates in the TMX.

This still doesn't change the fact that we need better means of maintaining our data in memoQ, but it is good that once again, Kilgray has responded quickly to important concerns of its users and is on the way to solving the problem.