Filtering (TMS)

Filtering is a method to restrict the view of data to only that which is required for a task. Filtering is used in the Phrase interface as well as the very robust editor interface.

Filtering in Phrase

Projects, jobs, users, term bases and translation memories can be filtered.

To filter presented data, follow these steps:

From a table of data, click .

Columns available for filtering are presented with file names as text fields and column options as dropdown lists.
Apply filtering requirements.
Click OK.

The defined filter is applied to the table.
Click again to clear the filter.

Click OK.

Filter settings for projects can be saved to a custom filter once the filtering criteria are applied to the table.

Apply a filter using the first three steps above.
Click on to open Filter settings.
Choose Save filter as...
Enter a name for your filter.

Click on Save.
Project filter has been saved under the selected name and will appear in the Project filter dropdown.

To delete a custom filter, follow these steps:

Select the filter you want to delete in Project filter dropdown.
Click on to open Filter settings.
Choose Delete filter.
Confirm by clicking on Delete.

Filtering in the CAT Editor

Filtering in the editor is powerful and helps linguists with workflows, translation quality and bulk operations. Unlike filtering in Phrase, filtering in the editor is applied immediately so results are displayed as filters are defined and changed.

Click to set case sensitivity and text source. Although Context Key, Context Note and Tags can be filtered, Source/Target is more common and will be used in all examples.

Simple text filtering

Entering text into the Filter Source Text or Filter Target Text fields instantly displays results.

Replacing target text

To replace text in target, follow these steps:

Click or CTRL+H.

The Replace Text field is displayed.
Enter text to be replaced in the Filter Target Text field.

Segments containing provided text are displayed.
Provide replacement text in the Replace Text field.
Review the identified text with the Previous and Next buttons.
Click Replace to change the highlighted example or Replace All to change all identified examples.

Complex filtering

Multiple complex filters can be applied providing very specific content views.

Click to display complex filters.

Click to display the options for specific filters.

Complex Filtering Use Cases

Locking Repetitions

Locking secondary repetitions can provide a better analysis.

To lock only secondary repetitions, follow these steps:

Click to display complex filters.
Click to display Sort filters.
Select Most repetitions.

Segments are filtered for most repetitions.
Lock CTRL+L repeated segments.
Click to display Segment status filters.
Select 1st repetition.

Segments are filtered down to only 1st repetitions.
Unlock CTRL+L 1st repetitions.

Only secondary repetitions are now locked and will not be included in a refreshed analysis.

Filtering out segments by TM percentage

This may be used to dis-include high level TM matches from a QA.

From the Settings page, scroll down to the Quality section and click on Quality assurance.

The QA Checks page opens.
Select the Exclude locked segments from QA option.
Click Save.
From the Project Settings section, click Pre-translation.

The Pre-translation page opens.
Select the Pre-translate from translation memory option and set threshold to 99%.
Click Save.
Open the job in the editor.
Click to display complex filters.
From the Pretranslated from filter, select 99%.

Segments with TM values of 99% or higher are presented.
Lock CTRL+L the presented segments.
Run a QA check.

High level TM matches are locked and are not included in the QA check.