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TPM
Create and edit a project (*)

The ‘Create’ tab allows terminology coordinators or assistants to create projects in the Terminology Projects Module (TPM) ☍. Via the ‘Project info‘ tab, you can edit the metadata, export the project details and delete the project.

In this page, you will find out how to:

  • Create a project
  • Modify project data
  • Export project details
  • Delete a project

Read more on user groups and access rights.

create a terminology project

Open the ‘Create’ tab in TPM to initiate a new project. Enter a short name (compulsory) and a description (optional), and click on ‘Create’.

Your institution and the year are preset by default, but these values can be changed via the respective drop-down lists.

Project names follow the same pattern as collection names (institution, short name and year), and each project must have a unique name.

In the case of an interinstitutional project, you can set the institution to ‘EU’.

Once a project has been created, it can be edited by the author and by any other assigned project coordinators.

Update your project data

If your project already exists, search for it in the ‘Projects’ list and open it by clicking on the project name. This will take you to the ‘Project info’ tab, where you can click on the ‘Edit’ button to update your project metadata. Make sure you save your changes before moving to another window.

The edit mode takes you to a form with all the possible metadata fields on it. These can be updated at any time.

The project status is displayed in the top right corner of the main project window, and you can change it manually by clicking on the editing pen.
The status of a project changes automatically from ‘Draft’ to ‘Ongoing’ when the first assignment is created in the project. Simply confirm the status change when you are prompted to.

The free text fields include the usual formatting options. Some of the fields can be added multiple times. All fields are optional except for those related to the project name.

By default, every project is set to ‘not confidential’, which means that users from other institutions can view the project details.
In the ‘Project info’ tab, the ‘Comments‘ field is meant for coordinators only, whereas the ‘Project instructions‘ are generic instructions to the project assignees. Read more about the various ways to provide information about a project.
Export Project details

From the ‘Project info’ tab, click on ‘Export project’. Type in a name for your export and define which fields should be included in the export. Depending on your role, the export will contain the following tabs:

  • IATE TPM Project info: containing the project metadata that you selected;
  • Prep material_term candidates: containing the term candidates listed in the ‘Preparatory material’ tab;
  • Prep material_IATE entries: containing the IATE entries listed in the ‘Preparatory material’ tab;
  • Project entries: containing the IATE entries present in the ‘Project entries’ tab.
Note that you can only export the preparatory material and the project entries’ details if you have access to these tables.
Delete your Project

From the ‘Project info’ tab, click on ‘Delete project’.

The deletion of a project cannot be undone. If you are unsure about deleting a project, it is safer to simply change its status to ‘Abandoned’ or ‘Suspended’. That way, you will still be able to reopen the project at a later stage if needed.
(*) User GROUPs and access rights

Check below to see what TPM features are available to different IATE user groups:

User groupTPM Project listView other institutions’ projectsExport project listExport project detailsDelete project
NON-LOGGED-IN USERNoNoNoNoNo
EXTERNAL COLLABORATORNoNoNoNoNo
TRANSLATOR (limited) and aboveYesYesYes (if it can be viewed)Yes (content that can be viewed)No
TERMINOLOGIST (limited) and aboveYesYes, if not confidentialYes (if it can be viewed)Yes (content that can be viewed)Yes (only project coordinators)



Related Pages

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This handbook is part of IATE, the European Union terminology portal.

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