Section data source
Select Excel if you want to check your terminology against an Excel list as data source. This corresponds to the previous test method according to termXact 2017.
Select Service if you want to check your terminology against a database as data source. If you use termXplorer and it is hosted by TermSolutions, you will receive this service in the termXact 2020 configuration when the add-in is delivered. The fields URL, user name and password in the Service tab are then already filled in. If you use termXplorer but it is not hosted by TermSolutions, or if you use a different terminology database, we can set up the service for you individually. Please contact email@example.com for this purpose.
Specify the file path to indicate which term database you want to use. Click on button Browse to select the term database file. Normally .xls- or .xlsx files are used.
Hinweis: Bei InDesign und FrameMaker darf dieser Pfad nicht mit dem Tildezeichen (~) beginnen (dies ist der Fall, wenn Sie die Terminologieliste vom Desktop oder dessen Unterverzeichnissen auswählen).
Note: For InDesign and FrameMaker, this path must not begin with the tilde character (~) (this is the case when you select the terminology list from the desktop or its subdirectories).
Enter the name of the Excel sheet that contains the term database.
This functionality is currently not included.
The following field descriptions are combined for the selected data source Excel and Service. Some fields are greyed out in the Service because they are automatically used from the data source. These fields are marked with only for Excel.
Note: The Service functionality is currently only available for termXact for Word, Excel, Powerpoint and Flare.
Section Language to be verified
Enter the code for the language which should be checked (e. g. EN for English).
The language code must be identical with the entry in the Excel column Language. Please note upper and lower case letters.
Enable the cklick box if the term database contains a header row. termXact then automatically inserts the header row names.
Filter Term Database
Enable the cklick box to run a check based on a reduced term database. In the field Filter column enter the name of the column that contains the filter value. In the section Column Values field Value(s) for filtered list enter the value that is relevant for checking (e. g. „Yes“).
In this case only rows of the term database are taken into account that correspond to the filter criteria.
Enter the name of the column that contains the concept id (see also description figure 1 on page 11).
Enter the name of the column that contains the language that needs to be checked.
Enter the name of the column that contains the terms.
Enter the name of the column that contains the usage status of the terms (e. g. allowed, forbidden, erlaubt, verboten etc.).
Last column to be shown in the result window
Enter the name of the column as to where fields are shown in the result window.
Note: With termXplorer as data source, all information that is created in the database for the term is displayed in the result overview.
Column with information for exact matches
Column e. g. types of words that contains picklist values like abbreviations or product names which should be found exclusively as whole-word.
Enter the name of the column that contains the filter value to run a check based on a reduced term database (see also description above: Filter Term Database).
Note: For InDesign and FrameMaker, you must select a value from the selection box before using the Save As function and before checking the document, even if you are not checking against a reduced terminology list.
Section Column Values
Value(s) for allowed terms
Enter the values for allowed terms that are shown in the column Usage Status (e. g. allowed, valid or zugelassen). Please separate multiple entries by semicolon. For InDesign and FrameMaker please separate with Pipe (|).
Value(s) for forbidden terms
Enter the values for forbidden terms that are shown in the column Usage Status (e. g. forbidden, invalid or verboten). Please separate multiple entries by semicolon. For InDesign and FrameMaker please separate with Pipe (|).
Value(s) for exact matches
Enter the values for exact matches shown in Column with information for exact matches. Please separate multiple entries by semicolon. For InDesign and FrameMaker please separate with Pipe (|).
Value(s) for filtered list
Enter the filter value that reduces the term database to specific rows (e. g. „Yes“). The filter value must exist in the column that is declared in the section Data field Filter Column. See also description above: Filter Term Database).
Figure 1: Example for a simple term database
Important: The column that contains the concept id must be filled. The concept id marks different terms that belongs to the same entry, i. e. terms are held together in one or several languages (term autonomy). Also the column that contains the language code (e. g. language codes corresponding to ISO) must be filled. This also applies if only one language exists in the term database.
Important: If you use Excel as your data source, all columns between Concept ID and Term will not be displayed in the result window. All columns after column Term will be displayed up to the entry that has been defined in the field Last column to be shown in the result window.