Using Globalize – uPerform On-Premise Manuals

If a term exists in the document, but not in the glossary, the term is added to the glossary with a blank definition. The glossary will then need to be updated with a customized definition of the new term. You can then globalize to distribute the update to the documents containing the term.

Only those documents created with the same template as that used by the current glossary file can be globalized.

NOTE:

Definitions are never retrieved from documents during globalization. If an author has entered a definition for a term in a document, this definition will be overwritten by the globalization process.

The glossary functionality is not case-sensitive, meaning that a term in a document will be considered the same as a term in the glossary regardless of whether the same capitalization rules are applied. Purchase order and Purchase Order in documents are considered the same term. The Glossary is character-string dependent, however; Purchase order (one space) is different than Purchase order (two spaces).

Globalizing Documents

You can globalize a batch of documents directly from the Editor workspace. This task is typically performed by your project administrator. During globalization, definitions are pushed to documents. Optionally, new terms (with a blank definition) are added to the glossary.

The documents to be globalized must be stored in a location accessible by the computer executing the globalization. Prior to globalization, request that your authoring team upload their content to a designated file server.

Globalizing a Batch of Documents

Select Insert > Apply Definitions.

Select one of the following options:

If You Want To	Then
Apply definitions to a set of documents	Click .... Specify the location of the content. Click OK.
Apply definitions to a set of documents and retrieve new terms from these documents	Click .... Specify the location of the content. Select Retrieve New Terms from Documents. Click OK.

NOTE:

All application content in the specified folder and any subfolders is globalized.

Optionally, review the Application log for details and information on any errors. The log is stored in the C:\Users\[username]\AppData\Roaming\[applicationdirectory]\version X.xx\Logs directory.