WorldServer v. SDL TMS

SDL recently made a statement via the SDL Users Group on LinkedIn updating and clarifying their strategy for their 2 competing Workflow Management applications, WorldServer and TMS.

Paul Harrap (Enterprise Localization Consultant at SDL) said: “We’ve obviously got several products that fit the same broad product niche in the enterprise TMS space (…) and need to focus on one for future Sales and Marketing to avoid a confusing message to the marketplace. That is World Server.” more

Tim Lee (Director of Product Management at SDL) added: “(…) As the person responsible for product management of SDL TMS and SDL WorldServer, please let me start by confirming that SDL continues to be committed to both TMS and WorldServer with dedicated teams and roadmaps for each product respectively.” more

The overall message is that WorldServer is now the flagship product, but support and development will continue for both products until at least 2013. This may be seen as a change in direction compared to what was originally stated when SDL acquired Idiom in 2008, and the priority seemed to be given to TMS. However, SDL commits to a Service Pack 3 for TMS 2011 and at least one new major release, tentatively called SDL TMS 2013.

Giving priority to WorldServer is in my opinion the correct choice, but this still seems like a non-fully committed announcement, and we could easily see another adjustment by 2013 or later. Having first hand experience using and managing both applications, I want to take this opportunity to share with you what I think are the main strengths and weaknesses of each system, and why my personal preference goes to WorldServer.

Designing Workflows

WorldServer is the clear winner in this category. It has a very intuitive, flexible and powerful graphic workflow designer. TMS really only offers lists of entries to pick from, and I find the Workflow/Configuration distinction inefficient.

WorldServer workflows can go back and forth, but also loop and go through parallel Steps. It can skip Steps, or offer multiple transitions in and out of every Step. The transitions are represented as radio buttons when a user completes the Step. In TMS, one can only Submit a Task to the next Stage or Reject it back to the previous one.

You can also add your own custom Human Steps and Automatic Actions (through Java script imports) to WorldServer’s catalog (more about customisations in the next section). Even the Task History shown within projects is much clearer, with a graphic representation of the full workflow, with current Step visually highlighted, as well as a list of past Steps with owners, time stamps and global comments included.

Customising Functionalities

This is another of WorldServer’s core strengths, thanks to the immense flexibility of its design. Custom automation can be created using the SDK and is relatively easy to add. Even easier are the “LSP pages”: jsp files dropped into the WorldServer installation folder structure let you add custom dashboards for project overview or even some batch processing (e.g. push all languages within a Project Group from a given Workflow Step through a predetermined transition)

User permissions in WorldServer can seem confusing at first, but once the Administrator gets familiar with them, the possibilities are limitless. Each users’ privileges are defined through a set of parameters. All of these are fully customisable, meaning that you can not only adjust their settings but also create entirely new categories.

• User Types define the general rights: project view or edit access, TM and TD read or write access, possibility to edit offline, import export etc.
• Workflow Roles: define who is assigned specific Steps in a Workflow, in conjunction with the Locales. This may be set for specific users or entire Workgroups.
• Workgroups list users of all types, locales and roles assigned to a Program, Customer or Project Type
• Project Types are presets used during project creation to automate the linking to TMs, TDs, Filter groups, Workgroups, Cost Models etc.
• Clients determine access to the Transport Portal for project submission or quote requests by third-party users.
  

  

All this potential for customisation can mean time-consuming setup. Thankfully by exporting and importing WorldServer Objects settings can easily be copied from a test to a production environment. Items can be backed up for recovery or roll-back, either in batches (e.g. all settings for a certain customer) or individually. For instance, you could export a whole workflow as an xml file, rename it and reimport it to quickly create a variant of it.

Filters are also much better in WorldServer than TMS. While in TMS Filters are SDLX-based and only some can be customised,  in WorldServer they can be imported from a number of CAT tools (Trados ini, xsd, dtd, raw xml). All Filters can be edited from the WorldServer UI, they can be teamed up in Filter Groups and linked to Project types. WorldServer Projects use the out-of-the-box filters unless the Project Type is linked to a custom filter for the given File Type.

But WorldServer filters are not perfect in every way: I have experienced problems with certain rtf files, json files, even xlsx (in relation to repetitions) in WorldServer 2009. Still few tools can filter xml and resx files as precisely as WorldServer: the content of one tag can be set to be exposed to translation or not depending on the value of another tag’s attribute. There are even desktop CAT tools which can’t do that!

User Interface Features

Here TMS has a few unique features that its users would probably miss if they migrated to WorldServer. For example, Project Managers can impersonate other users to check the content of their Inbox, or even submit Tasks on their behalf if they were unable to do so themselves. This is much faster than logging as those users every time. TMS also lets translators upload multiple deliveries within the same zip file. The version control is smart enough that you do not need to open the project for which you are submitting a delivery. Another interesting out-of-the-box feature of TMS is the QA Check which can be set to run automatically to prevent submission to the next Stage if for example there are untranslated segments or Terminology inconsistencies. The QA Check can be overridden by users if needed, but it is a useful automation.

Overall though, I find the .NET Framework-based UI is a lot more rigid and prone to screen freezes than WorldServer’s Browser-based UI. The latter is more friendly and requires less training and user support because it mostly works like any website. That said, it is also one of the downfalls of WorldServer: the browser support is not always keeping up, particularly with Firefox. Since browsers are often set to auto-update, this is a problem. Browser-specific issues can be difficult to troubleshoot. Getting a hotfix from SDL for them has proved impossible.

For linguists working online WorldServer’s Browser Workbench has an edge over the outdated TMS Translation interface. Again it benefits from being browser-based which makes it more intuitive and versatile. User support is much lighter with WorldServer than TMS.

CAT Tools Compatibility and Offline Editing

Things are a little more complicated when it comes to working offline, which is the most common scenario. Both tools have removed support for TTX (i.e. Trados 2007) in their 2011 releases. This is part of the push for linguists to migrate to Trados Studio. TMS relies on ITD’s for work in SDLX which is also very outdated. Both tools support downloads for Trados Studio. Up until WorldServer 2009, the “free” tool Desktop Workbench was available and quite full-featured. In WorldServer 2011, it is only compatible with projects using legacy (i.e. Idiom) file Filters and not the new Studio File Types, which require Trados Studio. Even worse, Desktop Workbench is about to reach end-of-life. In short, whichever Workflow system you are using, SDL are actively pushing for linguists to use a version of Trados Studio, whether it is the full desktop tool, Studio Online for TMS or Studio Express for WorldServer 2011. None of these are free.

Translation Memory and Terminology Management

This is an area where I’ve always had concerns about TMS.

WorldServer still benefits from a more CAT Tool-agnostic approach dating from the IDIOM era. It can be used as a full-fledged Translation Memories and Terminology Repository and Portal. Through User Types and Workgroups, access to the Tools tab can be precisely managed. Users can view selected individual or Groups of Linguistic Assets, and the Administrator can easily turn Editing, Exporting, Importing, Purging, on and off for either Linguistic asset types. Term-based workflows can even be created so the Terminology approval process can be managed exactly like any other WorldServer Project.

For offline work, TMS relies on scheduled TM exports. These are usually weekly occurrences; exports are made available through a dedicated page in TMS, which unfortunately is quite difficult to search through when there are several pages of TMs. I observed and heard of several cases where the export stopped working, often after a Service Pack upgrade, so not only is this impractical it is also unreliable. By opposition WorldServer has none of these issues and all the solutions: any user with the right permissions can export and import a TM or TM Group at any time. TMX exports can also be scheduled to process automatically, as often as every 15 minutes if you so wish. I’ve only seen this process fail once, and I must admit it was my own fault…

TM sequencing can be setup in both systems. TMS is the only one to allow the updating of multiple TMs. But WorldServer has a more sophisticated leveraging algorithm, cycling through all the TMs in the Groups for each fuzzy band, including ICE (in-context) Matches and reverse leveraging.

IT and infrastructure

TMS earns a few more points here: for example LDAP support makes User ID Management more flexible. It also appears less complicated to install because WorldServer has so many separate components.

However WorldServer is immensely more scalable. The database architecture is well thought-out and individual components can be separated into clusters, which has advantages for troubleshooting and reliability.

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SDL @ Guinness: Trados Studio 2009 Q&A

The SDL Roadshow was in Dublin yesterday.

The “cream” of Ireland’s Localisation community was treated to a big day of product demos and slideshows at the home of the black stuff: the Guinness Storehouse.

As I made my way through Guinness town under a refreshing morning drizzle, I wondered for a minute how the pungent aromas of the early brewing activity would agree with the power breakfast I had had not so long ago.

This was soon to be forgotten however, thanks to a flying start to the proceedings provided by SDL’s Internal Training Manager, Tracey Byrne. Her performance was followed by a few other SDL presentations, as well as a case study on TMS by LSP partner VistaTEC. By the time we reached the Gravity Bar (it must have been 17:59) for some last minute networking opportunities, I think it’s safe to say we were all satisfied by a great event and a fine venue.

There was a lot of information provided throughout the course of the day and I will be releasing separate articles on SDL Passolo 2009 and SDL MultiTerm 2009 soon. What follows below is more directly related to SDL Trados Studio 2009, and what is new or adds to my Preview article. I’m presenting it in a Q&A structure which I hope will be practical to anyone looking for information on specific features, and an easy read for anyone wishing to go through it all. Sláinte!

What is the release date for SDL Trados Suite 2009?

The development cycle has reached Release Candidate stage and SDL are working towards an end of June release target.

Have the development team taken user feedback into account?

Yes, 80 ideas for Trados and 16 for MultiTerm are a reflection of user suggestions on ideas.sdltrados.com

Are TagEditor and Workbench gone?

Yes, Trados Studio combines aspects of SDLX and Trados into a fully integrated User Interface. Even MultiTerm, which still installs separately even though it is bundled with Trados Studio, now offers full functionality from within the Studio UI. SDLX, Workbench and TagEditor simply do not exist anymore.

What are the system requirements?

Here’s what SDL Marketing are saying on the subject of System Requirements:

“SDL Trados Studio supports Microsoft Windows XP and Windows Vista. As minimum requirements, we recommend a Pentium IV-based computer with 1 GB RAM and a screen resolution of 1280×1024. For optimum performance, we recommend 2 GB RAM and a more recent Pentium or compatible processor with a higher screen resolution.”

Please note that this is still subject to change until closer to the launch in June.

What is RevleX™?

It is a new XML-based TM engine. SDL Trados Studio 2009 uses new file formats for bilingual files (.sdlxliff), translation memories (.sdltm) and termbases (.sdltb). It brings together a slew of new features such as Context Matches, AutoPropagation, AutoSuggest™, Multiple TM support etc.

How does AutoSuggest work?

AutoSuggest is an inline predictive text-like feature which provides suggestion from TM, Termbase or dictionaries as you type. Suggestions appear in a context menu, with an icon clearly indicating whether they come from the TM or Termbase etc.The user can customize the maximum number of entries offered. Suggestions start appearing from the first letter typed and keep updating until you select one or finish typing the word.

Can you turn AutoSuggest off?

I’ve also heard this question about Alchemy Catalyst 8.0‘s ezType™. Perhaps from the same person?. The answer is Yes (in both cases), but developers have spent brain cells trying to make these features work in a non-intrusive yet efficient manner so you should probably give it a fair go!

Are Multi-lingual XML files supported?

Bilingual xliff will be supported but there seems to be a question mark on multi-lingual, and SDL said they’d follow-up with me once it’s clarified.

What are the improvements to format filters?

Main progress has been with PDF, XML, FrameMaker and inDesign.

How does the Upgrade TM functionality work?

Trados Studio will convert your old TM into the new format. In the current implementation this requires for the version used to create these TMs to also be present on the same machine. The alternative is to extract the TM on the machine that has the old version and import the content back into a Trados 2009 TM. I was also told that this may yet change and they may be able to include the components of the old version required for TM conversion in Studio 2009. Watch this space!

How is navigating big files in Trados Studio ‘s Editor improved compared to TagEditor or even Trados-aided Word?

The left panel in UI lists the headers and lets you click them to jump to a particular area in the document.

How does the Editor’s Real-Time preview work?

You need to manually generate the preview once. It uses a built-in stylesheet to simulate the end-result. This does not work on DTP file formats.

Can I lock segments in the Editor?

Yes. Context Matches (CM) are locked by default, but the PM can also manually lock other segments.

How is XLIFF supported?

Standard XLIFF are directly supported. The new default format for Trados bilingual files is .sdlxliff which is a proprietary format developed from XLIFF with additional functionality relating to RevleX™

How does QuickPlace work?

To apply formatting, highlight the word or group of words in the target segment, press CTRL + comma. Choose the required formatting from the inline dropdown list. If there is more than one to apply in a segment, QuickPlace will try to guess which is most likely required and offer it at the top of the list. Alternatively you can also hold CTRL, highlight the formatted text in the source segment, and then highlight the text to be formatted in the target segment. Similar applies to Placeables such as figures, measurements etc.

Is there Real-Time verification in the Editor?

Yes. If an error is detected, an icon will appear in the notification area between the source and target segments. The error message can be viewed in the tooltip of this icon or in a dedicated message panel. In case of False positive, simply remove the warning.

Does Trados Studio 2009 support TTX files?

Yes for editing, no for creating.

Is cross-files AutoPropagate available?

No, not in the first release. But there is a workaround: Merge all project files into one.  Cross-file repetitions are also taken into account when creating a package if the “Recompute” option is selected.

Does the Merge feature support all file types?

Yes files of different formats can be merged together. Once merged they can still be viewed and worked on relatively independently.

What is new with Term recognition?

The Editor allows direct access to full MultiTerm functionality. Terms can be cross-reference by ID so if a term is edited, any other term previously linking to it for definition remains linked.

What is the workflow in a scenario where not all participant to a project have upgraded to Trados Studio 2009?

If the Project Manager has upgraded the translators, reviewers etc will have to upgrade in order to use the TMs, to open the bilingual files or use the Termbase. The Project Manager will be able to work with Trados 2007 files (creates a .ttx.sdlxliff) but not create them.

The only alternative is to provide TMX translation memories and not to pre-translate the deliverables.

Can the PM upload project packages through FTP using the Project panel in Trados Studio?

No. Project packages can only be email through Outlook. This is however optional, and FTP can always be done manually once Trados Studio has created said packages.

Can you import customer details?

Yes but only from Outlook.

Can multiple TMs be used in a project?

Yes multiple TMs and Termbases are supported. A priority order between TMs can be set and there is also an option to “Always use the best match”.

What’s new with fuzzy matches?

The fuzzy band values and their number are now fully customizable.

What reference material can be included into a package?

Package can contain global TM settings, Termbases, AutoSuggest dictionaries etc.

Does Perfect Match still exist?

No, it is replaced with Context Match (CM) but may be added back in a later release.

What does Create Package do?

• creates a folder structure
• creates a package per target language if the option is selected
• lets the user define tasks for individual packages
• recomputes wordcount or analysis for cross-file repetitions.

Are files locked for updates while packages are out for translation?

No. It would be a good suggestion for ideas.sdltrados.com, to mirror a functionality in SDL Passolo 2009.

What is the LSP partner program?

52 Language Service Providers have entered various levels of partnership with SDL. The objective is to create value for translation buyers, help LSP’s become experts at translation technology, and promote training and support.

When will training for Trados Studio 2009 be available?

Training for SDL Passolo 2009 is available now. Courses (including upgrade courses) for Trados Studio 2009 will be available at launch. There will be a split between a Translators and a PM path. There will also be a separate SDL MultiTerm 2009 course.

When will certification exams for Trados Studio 2009 be available?

End of September 2009.

Which training and certification path will be on offer?

For Translators:

• Getting Started
• Intermediate
• Advanced
• MultiTerm

For Project Managers:

• SDL Trados Studio 2009 for Project Managers
• SDL MultiTerm 2009 for Project Managers