To create a new project, we need to open the 'Asset Browser' window by clicking 'File > Browse Asset Spaces'.

1. Asset Browser: Your asset project is where you store your uploaded data. It is comparable to the hard drive on your computer, where you can create a folder structure and manage your data. The 'Asset Browser' gives you access to this asset project via a web browser.
2. Projects Tab: The one2edit™ 'Projects' tab is where you can organize your project folder structure as well as the projects themselves. It remains active while the 'Asset Browser' window is open, allowing you to easily switch back and forth, if required. This also allows you to choose the target project folder for your new project.

NOTE:
To summarise, we handle data within the Asset Browser, and one2edit™ projects within the 'Projects' tab.

We will now create our new one2edit™ project.

1. Asset Project Folder structure: In the 'Asset Browser', you can see your company's asset project. This asset project should contain all project-related data within subfolders. If not, you can upload data using the 'Asset Browser' controls.
2. Choose or create a target project folder: You need to choose a target folder in which to create your project. Don't worry if you have forgotten to create a suitable folder beforehand. As mentioned above, you can still create project folders or edit them while the 'Asset Browser' is open. Just click on the 'Projects' tab, edit your folder structure, and then click back into the 'Asset Browser'.
3. Choose the InDesign® document that you will use for your project: Select your Adobe® InDesign® document in the 'Asset Browser'. Click 'Create Project'. The 'Asset Browser' will automatically close when the project has been successfully created.
4. The project's new home: The newly created project will now be listed in the 'Project Name' column within the 'Projects' tab.

NOTE:
The 'Create Project' button will only be available if you have selected a target folder (2) in the one2edit™ 'Projects' tab.

Example for 1io Recipe Inc.:
(1) The asset project is named after our company, 1io Recipe Inc. This contains two subfolders with all of the relevant data for our project (i.e. the InDesign® package contents). (2) Because our project will be about recipes, we created a folder with that name in our one2edit™ 'Projects' tab and selected it. (3) We then selected the correct InDesign document in a subfolder. (4) The 'Create Project' button is now active, so we click on it. Our new one2edit™ project, named "kuhnert-rezepte-demo_cs5-5.indd", will then be listed in the 'Project Name' column.

You should now open the 'Project Details' window. You can do this in one of two ways:

1. via the Menu: Select your master document and click 'Edit > Properties'.
2. via the Document Thumbnail: Click on the thumbnail next to your chosen document.

When the 'Project Details' window opens, the 'Properties' tab is shown. Within this tab the following fields can be adapted:

1. You can update the 'Name' of the master document (i.e. the name of the project).
2. You can add 'Version' text that will appear in the 'Version' column.
3. It is also possible to add 'Tags' to this project. These are search tags, and can be searched for via the 'Search' field at the top of the screen.
4. The 'Description' is a free-text field that can be seen in the 'Project Details' window or when viewing the document info via the API.

NOTE:
Text entered into the 'Version' field (2) will be used as the default version text for any version documents created using the 'Project > Create Version' menu command. If no text is entered, the version document text will be 'Version of <master document name>'.

You should now check that ALL 'Links' and 'Fonts' (1) are valid for the documents in this project. If any of them are missing/oudated (or cannot be found), a red 'X' icon will appear in the right-hand column, as shown (2)*.

What happens when Links are outdated?
Every Adobe® InDesign® file (INDD file format) has 'proxy images' embedded in it. These images are low-resolution versions of the source links/images. If any links are outdated, one2edit™ will automatically use the low-resolution 'proxy' version instead of the real, high-resolution images. While this might not be obvious right away, it makes a huge difference when zooming in on an image (the image will become pixelated). More importantly, you won't be able to export a high-resolution document at the end of your work cycle if any links are still missing.

On the other hand, the IDML file format (i.e. not an INDD file) contains no low-resolution proxy images. If you create a one2edit™ project by using an IDML file, any missing links will simply show up as grey squares.

What happens when Fonts are missing?
When fonts are missing, the document shown in the editor may look OK at first. However, any text changes will cause the text to be re-rendered. If the font for this rendered text cannot be found, it will default to a Mac OS X system font (if one can be found).

If any characters to be rendered are not available in the chosen font, or if the font that contains these characters is missing, the characters will instead be rendered as small squares (or some other glyph that denotes missing characters). This situation may occur when using, for example, Chinese characters with a Roman font.

NOTE:
If you have not uploaded your links and fonts so far, try to do this as soon as possible! You can then avoid such complications as those mentioned above*.

*For details on how to upload links and fonts, please refer to the appropriate lessons within the "Getting started with one2edit™" section.

Double-click on your master document to open the 'Master Document Editor' (MDE).

When the 'Master Document Editor' (MDE) opens, it will display a preview of the first page of your document. For a detailed description of the toolbars and icons, please refer to the 'Master Document Editor' section of the one2edit™ User Interface Description.

A Content Group in one2edit™ can be thought of as a container that you can fill up with all the content (i.e. text segments, images) that will be relevant for your translation process and workflow. There are two content groups available by default, displayed at the top of the screen:

1. All Items: All of the document's content can always be found in this group. Even if you assign content to another content group, you will still be able to find it all here as well.
2. Unassigned Items: In contrast to the All Items group, this group only contains the content which has not been assigned to any other content group.
3. New Group : The 'New Group' button, located to the left of the 'All Items' group tab, is used to create new Content Groups within this master document. Click this 'New Group' button now to create a new content group (via the 'New Content Group' window).

You can create and personalize your new content group using the 'New Content Group' window.

1. Name: Give your new content group a name! The name of your content group should allow you to identify the kind of work to be done with the content of this group (e.g. edit text, localize images, translate text, etc.). Content group names are needed during the workflow process when identifying which workflow track is assigned to which content. This is another reason to keep the name relevant.
2. Color: Give your new content group a color! Any content that you place into this content group will be highlighted using this chosen color, so it is mostly about personal preference. However, it makes sense to choose colors that are not used in your actual master document. This will mean that any highlighted content will be contrasted against the rest of your document.
3. Type: This menu allows you to choose if your new group will be an 'Edit' or 'Translation' content group. In this lesson, you should choose 'Translation Group'.
4. Language: If you are creating a translation content group, you need to choose the source language of the master document at this point (NOT the target language). Within the language drop-down menu, you have a range of languages available from which to choose.

NB: Ensure that your source language is present in your Language Set, otherwise translations cannot be saved!

NOTE:
Always name your content groups according to what you will be doing with the group's content, NOT according to the desired outcome for the content.

Famous mistake:
When creating content groups you have to keep in mind that each and every one of them belongs to the master document you are working with at the moment. This is where the so-called 'original' or 'source' content is located. Based on this 'original content' we can create various final versions (in the form of version documents). This means that the content of one content group can lead to a variety of final version documents. Giving a content group any result-related name would, therefore, be misleading.

Example for 1io Recipe Inc.:
We decided to name our content group 'translation' (1) because the users will be translating the assigned content. This name clearly outlines the kind of work that will be done to the content in the group. For the content group's color (2) we choose blue, which will stand out clearly from the light green color that is a default in our workspace. As the name of the content group makes obvious, this group will contain content for translation. Therefore we choose Translate Group (3) within the Type selective. We then need to choose the source language of our document. In our case it is UK English (4)!

To assign content rules to your 'translation' content group, click 'Settings > Content Rules (Policies)'. This opens the 'Content Rules (Policies)' window. You need to keep the 'New Content Group' window open when assigning content rules to your newly created content group.

1. Use pre-created rules: You can now choose from any rule sets that you have previously defined*. Drag and drop the rules you need into the 'Edit Content Rules' area and/or the 'Review Content Rules' area.
2. Edit Content Rules : Rules that are put into the 'Edit Content Rules' area apply to the very first workflow step (the 'Edit' step)
3. Review Content Rules: Rules that are put into the 'Review Content Rules' area apply to ANY AND ALL of the following workflow steps (the 'Review' steps).
4. Click 'Save' : After assigning the appropriate rules to their areas, click 'Save'. Your new content group tab will now appear to the right of the 'Unassigned Items' tab. It will be marked, in the corner, with your chosen content group color.

NOTE:
The huge advantage of applying content rules for a content group is that you do not need to apply these rules to each image or text segment seperately. Rules that have been defined for a content group are applied to all of the content within that group.

Example for 1io Recipe Inc.:
We have already defined rule sets for our 1io Recipe Inc. company*. We now want to assign rules to our newly created translation content group. (1) In our case, we have defined rules for text editing and will, therefore, apply these to our translation content group. We drag them into both the 'Edit Content Rules' area (2) and the 'Review Content Rules' area (3).

* For details about content rules, please refer to the content rules lessons within the 'Further Tutorials for one2edit™ Administrators' section.

You can create as many groups as you like by using the 'New Group' button in the upper left corner. In order to simplify your workflow process, it is advisable to create a separate group for each kind of editing/translation process, especially if there are different users working on different types of content. Users who are assigned content from one content group do not have access to the content from any other content group.

Example for 1io Recipe Inc.:
Because our document is small and in only one language (i.e. not a multi-lingual document), we only need one content group. However, for larger documents, it can be more efficient to split up the document and have different translators working on different sections of the document.

1. Structure panel: The 'Structure' panel shows you the content items in the document and their exact level within the document structure. In this case, the 'All Items' tab is chosen, meaning that every content item in the document is present in the structure view. Remember, the 'Structure' panel will only contain the content of the selected content group/tab.
2. Connection between the Structure Panel and the Document Preview: When you select a piece of content (e.g. the text segment: "It's time for an orange fizz"), the content will be highlighted and there will be a shadow path connecting the content in the 'Structure' window to the same piece of content in the document preview.

NOTE:
When you double-click on an item in the 'Structure' panel, the document preview will jump to the correct spread and then highlight that piece of content.

On the second page of our example document, we have two paragraphs that we want to segment into smaller units. As you can see in the document 'Structure', the whole paragraph is marked as only one text segment.

In order to devide this paragraph into smaller parts, we need to click on 'Tools > Apply Segmentation', which opens the 'Apply Segmentation' window.

1io Recipe Inc:
On the second page of our Recipe example, we have two paragraphs that consist of multiple sentences. Because our 'Translation Memory' (TM) contains translation units that are one sentence in length, we should also segment these paragraphs into single sentences. This increases the chances of finding exact matches in our TM.

For more details, please see the lessons on text segmentation.

NOTE:
The 'Text Segmentation Rules' used on a document should match those used for the 'Translation Memory'.

Within the 'Apply Segmentation' window you now have to choose the segmentation setting required:

1. Apply to: Here you can specify if you want to apply this text segmentation to the whole document, or just to selected parts of it.
2. Action: Here you can specify what kind of text segmentation action should be performed, e.g., segment the text according to segmentation rules, InDesign stories, paragraphs, etc.
3. Segmentation Rule: If you choose to segment the text according to segmentation rules, you can choose the appropriate rule set here.
4. Language: Here you can choose the language of your master document. The segmentation rule set should contain rules corresponding to this language.

When you have chosen the appropriate settings, click the 'Apply' button to perform the chosen segmentation on your choice of text.

1io Recipe Inc.:
For our segmentation purposes we are going to apply the segmentation to the whole document by the means of segmentation rules. The rule we will choose is the "one2edit Default" rule set. This will segment our paragraphs into single sentences. Furthermore, we choose our source language, English (US), because we know that our rule set contains rules for this language.

NOTE:
The 'one2edit Default' segmentation rules exist in the workspace by default. These rules are provided 'as is' and should be checked to ensure that they will segment the text as required by your own translation memory.

You can also import your own segmentation rules using the SRX format.

After applying your segmentation rules, the text content of the document should now conform to whatever segmentation is used for the entries of your 'Translation Memory'.

1io Recipe Inc.:
After applying the segmentation rules, our document's paragraphs have been segmented into single sentences, as we can now see in the 'Structure' window.

NOTE:
The underlying InDesign® document stories have NOT been affected by this segmentation. The segmentation is purely for ease of translation, and if an INDD file was to be exported at this point, the stories would be intact.

Now you need to put content into your content group. There are two ways of doing this:

1. From the Document Preview

• Selection Tool: First, ensure that the 'Select Tool' is chosen.
• Drag & Drop from Document Preview: Drag and drop the elements directly from the document preview to a content group.

2. From the Document Structure

• Open Structure panel : Click on the 'Structure' icon in the left-hand toolbar to open the 'Structure' window.
• Drag & Drop from Document Structure : Drag and drop the elements directly from the document structure to a content group.

NOTE:
You can select multiple items in either the document preview or the document structure. You can then drag multiple items into a content group in one go.

NOTE:
To remove items from a content group, simply drag the content into the 'Unassigned Items' group/tab.

This warning will appear if you drag a frame, table, spread, etc. into a content group, along with some explicitly selected content (i.e. an ambiguous selection). Choose the desired answer and click 'OK'.

Check the box if you do not wish for this warning message to re-appear for this session.

NOTE:
The ambiguity is around whether you want the all of the frame's content (or the spread's content, or the table's content, etc.) to be moved, or just that portion of content which has been selected.

There are ways to simplify/speed up the process of populating your Content Groups.

1. Drag to select multiple elements: You can mark multiple text segments and/or images in the document preview by using the 'Select Tool' to drag a box around the items you want. Then you can drag and drop the whole selection into your content group.
2. Filter* the Document Structure: You can filter the content of the document structure panel to more easily find your required content. In our example here, we are filtering out everything except text segment content. You can select and drag and drop items from multiple spreads into a content group directly from the 'Structure' panel.

NOTE:
If you want the majority of content items on a page/spread to be in a specific content group, simply drag the content from the entire page/spread into the content group tab. Then, for the few segments which don't belong in that group, simply drag these to the 'Unassigned Items' tab.

*For a detailed description of the available filter options please refer to the respective lessons in the 'User Interface Description' section.

This warning will appear if you drag a frame, table, spread, etc. into a content group with no content explicitly selected. Check the box if you do not wish for this warning message to re-appear for this session.

Click 'OK' and continue working.

NOTE:
one2edit™ uses this warning to remind you that you are moving content from that frame into the content group, and not the frames themselves (because frames are not content).

To get a quick overview of which content items are in which content group:

1. Display All Items : Select the 'All Items' tab. This tab displays all of the content items from the document, even if they belong to different content groups.
2. Show Images / Show Segments : Toggle the 'Show Segments' and/or 'Show Images' buttons. These buttons are located on the toolbar at the top of the spread.
3. Content is Highlighted: When active, these options will highlight the document content in the colors of their respective content groups.
4. Marked within structure window: In the 'Structure' panel, any piece of content that belongs to a content group will be marked according to the color of its respective group.
5. Unassigned Content: Any content items that have not been assigned to a content group will be highlighted in the default color for the workspace. These pieces of content can also be found under the 'Unassigned Items' tab

Example for 1io Recipe Inc.:
So far, we have created one content group and assigned the color blue to it. After switching on 'Show Segments' and 'Show Images' (2), the color becomes visible (3)(4). Every segment that was assigned to the translation content group is now highlighted in blue within the document (3) and marked with a blue corner within the 'Structure' window (4). A small part in this spread is highlighted in the default 'green' color (5), which means it has not been assigned to any content group. In our case, we will take this content and assign it to the translation group.

Sometimes, it might be useful to assign further Content Rules to specific content items in a document, in order to improve the subsequent workflow efficiency.

1. Select Item: Select the content item to which you want to assign further rules. After selecting it, the panels on the right hand side will become available (3).
2. Click 'Settings > Content Rules (Policies)' : Open the 'Content Rules' window (where you can access your rule sets) by clicking on 'Settings > Content Rules (Policies)'.
3. Open 'Content Rules (Policies)' Panel: Click the 'Content Rules (Policies)' panel icon to open it.
4. Drag and Drop Rule Sets: Drag and drop any Content Rules you want to apply to that specific content item into the 'Edit Content Rules' and/or the 'Review Content Rules' areas.

NOTE:
Assigning further rules means that these rules will be added to any existing rules for the content group. These rules do not override those of the content group. Therefore, it is not possible to remove rules from a single item if those rules have already been assigned to the content group containing that item. For this reason, it is advisable to assign basic/general rules to the content group, while managing more specific permissions on selected items.

Example for 1io Recipe Inc.:
We have applied the 'allow all_Text' rule set to our translation content group (see previous steps). We had defined this set of rules so that the right to change the size of text or the typeface were not allowed. However, for some segments it would be useful to be able to change the size and typeface. Therefore, we need to choose the relevant segment(s) (1) and open 'Settings > Content Rules' (2). We can then open the 'Content Rules (Policies)' panel (3) for this text segment and drop in these more permissive rules (4).

When you have finished setting up your content groups and assigning your content rules, click 'File > Save & Close'. If you just click 'File > Close', one2edit™ will prompt you to save your changes.

If you leave one2edit™ accidentally without saving your work (e.g. a browser crash, an internet interruption, etc.), your latest changes will be saved by default. At your next login, you will be prompted to recover your changes.

You have now prepared your master document, created a translation content group, assigned content to that group, and applied content rules to the content within that group.

In our next workshop we will learn how to create workflows for our project.