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Auto-assign documents (local projects)

You can distribute work from a local project. After you list the participants in the People page of Project home, memoQ can automatically assign them to the documents in your project.

You can set this up in the Auto-assign documents window.

Project manager edition only: You can't distribute work from memoQ translator pro.

How to get here

  1. Create or open a local project.
  2. Add the participants to the People page of Project home. Do not forget to set a role and a language pair for everyone on the Languages and roles tab. When memoQ looks for a suitable participant for a document, it checks the role (translator, reviewer 1, reviewer 2) and the language pair.
  3. If there are no documents in your project, add them.
  4. Select the documents that memoQ must automatically assign to people. In the Documents ribbon, click the down arrow below the Assign icon. From the menu, choose Auto-Assign.

What can you do?

ClosedCheck how memoQ will assign the documents

In the lower half of the Auto-assign documents window, there is the Warnings list. memoQ shows what documents can be assigned to participants. In the example above, six selected documents will be distributed among two English-Japanese translators. But memoQ couldn't find a suitable reviewer 1 or reviewer 2 for the documents. This is how it works:

For each role and language pair, memoQ checks if there are participants who are listed in that role and with that language pair. You can do this in the People page of Project home.

  • If memoQ finds one participant for the role and the language pair: It assigns all documents to that participant.
  • If memoQ finds several participants for the role and the language pair: It distributes the documents evenly between all suitable participants.
  • If memoQ doesn't find any participants for the role and the language pair: It doesn't assign any documents to anyone.

    memoQ will not assign any documents to participants who have no role or language pair in the People page.

When memoQ looks for the language pair, it will accept if someone has the same main language but a different sublanguage.

ClosedChoose options for automatic assignment
  • Normally, memoQ won't touch documents that were already assigned to someone. If you want memoQ to re-assign these, check the Reassign already assigned documents check box.
  • memoQ tries to distribute documents evenly among translators. For that, it uses the word count of the documents. If an analysis report is available in the project, memoQ can use the weighted word counts, too. To use them, check the Use weighted word counts to distribute documents, if available check box.

    Weighted word count means that memoQ looks at the fuzzy matches that can come from translation memories, and counts fewer words when a segment has an exact or a good match. To calculate the fewer words, memoQ multiplies the actual word count with a pre-set percentage, which is also called the weight. For different match rates, there are different weights. Weighted word counts are available in a project if there is already an analysis report.

    The default weights are: 100% and above counts as 0.3; A 95-99% match counts as 0.5; A 94-75% match counts as 0.8; A no-match (below 75%) counts as 1.0.

To set the weights: Open Options, and choose Miscellaneous. Click the Weighted counts tab. Type a percent in each Weight box.

To get an analysis report: In Project home, choose Overview. Click the Reports tab. In the Analysis section, check if there is already a report that memoQ can show. If there isn't: Click Create new report now. Then you can return to assignment or automatic assignment, and check the Use weighted word counts check box.

When you finish

To assign the selected documents: Click OK.

To return to the document list without changing the assignments: Click Cancel.