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How to create and manage Resource Groups

Create Resource Groups

Once at least one Translation Memory and Terminology Database exist within the system, you can then create a resource group for these items. This is much easier than manually selecting each linguistic resource to be used for a client or project in the system. Resource groups may be created per translation domain, per client, or per product, for instance.The idea is that whenever you create a translation project for a specific domain/client/product you simply have to select the related resource group and the document(s) to translate will be automatically pre-translated from the right resources.

The following sections have been provided to show you how resource groups are created in the system: 

Accessing Resource Groups

To access current Resource Groups and available options in the system, click on Resources in the toolbar at the top of Wordbee Translator. Then click on the Resource Groups Tab, as shown below:

Click on Add New in the upper right corner to begin creating a resource group.

Step 1: Enter a Group Name

The first step will be to enter a name for the resource group. To do so, click on the text field shows New Group and then type a name for your new resource group. In the example below, the resource has been given the name "Eng + French Translations".

Step 2: Select a Client (Optional)

A resource group may be optionally assigned to a specific client. If you do not do so, then it can simply be assigned to a project or included as part of the new order form configuration for any client within the system.

To select a client, click on the drop-down menu and then choose the client you want the resource group to be used for. A Refresh Button is provided to the right of this drop-down menu as well.

If you assign the resource group to a client, it will only be an available selection option for that client. Do not do this if you want the resource group to be used for more than one client in the system.

Step 3: Add Resources

Next, you will need to add your resources to the group. This can be any combination of translation memories and terminology databases in the system. You may also assign more than one of each to the group. To begin, click on Add Resource.

You may search for resources by name, type (translation memory or terminology database) and configure a filter if desired to locate specific resources. The Search Feature is beneficial when many linguistic resources exist within the system.

When these options are changed, you will need to click on Search to refresh the results. Then click on Select for the desired resource in the list. 

The resource will appear within the resources section of the form as shown below. To add another resource, just click on Add Resource and follow the same steps as above.

On the right side of the resource name, options are provided to change the current order of the resources in the group and to remove the resource. To change the order, click on the up or down arrow next to a resource name. To remove a resource from the group, click on the X

Note that you can set up an order for your resources so that the first in the list has the top priority. The first resource will always display the highest score when looking for matches, and the ones below will follow under a certain penalty.

This functionality will be useful when pre-translating documents or when displaying matches the matches of your project segments the Translation Finder.

Clicking on Details for a resource will direct you to the Resource Details Tab for that item.

Step 4: Save the Group

Once all resources have been added, click on OK in the upper right corner to save the group. 

It will appear as shown below: 

The example above shows resource groups that have been assigned to specific clients. If the group has not been assigned to a client, then nothing will appear within the "Assigned to specific client" column.

Additional Actions

Once a group has been created, a few additional actions can be performed by clicking on Select or using the Down Arrow displayed to the right of each resource group. When you click on Select, you will be able to view the details of the Resource Group

To make changes, just click on Edit in the top right corner. 

Clicking on the Down Arrow provides the option to edit, create a copy, or remove a resource group from the system. 

To add a resource group to an existing project, please see the Adding Resource Groups to Projects page.

Additionally, a resource group may be assigned to each work selection option on the New Order Form and automatically applied when a client or internal user places an order through the Client Portal for the checked work option on the form.

Adding Resource Groups to Projects

A resource group may be used to quickly add resources to an existing project or to further automate project creation in the system. Resource groups may be included in the new order form configuration for automatic assignment during order submission in the Client Portal.

This section will show you how to assign a resource group to current projects within the system. To begin, click on Projects in the top toolbar and select the project you want to use. Then click on Resources, as shown below:

Next, click on the Down Arrow located to the right of Add in the memories and terminology section.

Choose the Add Resources from resource group option in the provided drop-down menu.

Then select the desired resource group from the drop-down menu and click on OK to add these items to the project. Every resource in the chosen group will be added to the project and used for translations, etc. 

If you do not see the appropriate resource group as a selection option, use the View Group or Manage Groups options to verify that it has not been specifically assigned to another client in the system.

You will see these items displayed in the Translation memories and terminology section, as shown below:


Once the project memory that you will be building during your project starts being filled, it will be considered by default as first the first reference for pretranslation or propagation of contents. You can disable this behaviour in the dedicated page for the resource or globally for any Project Memory

Note that you can set up an order for your resources so that the first in the list has the top priority, after the Project Memory. This functionality will be useful when there is a need to differentiate or set priorities between segment matches to show some common attributes (same % score, status, language specificity, etc). Learn more about search and pre-translation criteria in the FAQ page.

The order of the resources in a group is the 5th criteria taken into account to choose the best candidate between two segment matches, being the first resource in the list the one with the highest priority.

To avoid having translation matches with similar % rates, you can consider defining penalties for specific resources so their % rates are handled with less priority when pre-translating documents or using the Translation Finder.

For more information about order configuration, please see the New Order Form section.

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