Create a Glossary Term
This article explains how to:
- Select a Glossary List view
- Add a Glossary Term manually
- Add Multiple Terms using an Input File
- Associate a Glossary Term with Elements & Datasets
All Glossary terms are required to be related to a Section;
- Terms can also be created from a Glossary Section, see Create a New Glossary Section.
- Terms can also be created from an outside source using a Dataset, see Import Glossary Terms and Sections (Autoimport)
- Terms are associated with elements using a Dataset, see Glossary Auto Synchronization
6.3.4 We have changed the format for most grid displays to show the Section that the Term belongs to separated by a colon: <Section name>: <Term>
[6.3.3] Replaces Governed Tags with a more robust Governance object, Glossary
Glossary Items as Governance Definitions
- Term (e.g. Global Sales)
- Section (e.g. KPI Elements)
- Definition (e.g. Total of Revenue across all LoBs)
- Description (e.g. These Reports are regularly reviewed by executives and below and are reviewed most rigorously by the Enterprise Data Governance team)
- Business Owner
- Technical Owner
- Data Steward (optional)
1. Glossary Views and Input Options
Access Content > Glossary > Glossary tab
Toggle between screen options to alter your display of existing Terms
- Select [+ New Term] to open Glossary popup and proceed to Add New Glossary Terms individually
- Select [Load From File] and proceed to Load Terms from File
Terms can also be deleted from or changed in Elements using Bulk Edit; see details here: Making Bulk Changes to Elements or Making Bulk Changes to Datasets/User Maps.
2. Add New Glossary Terms individually
- [+New Term]
- Name: This must be unique within a Section
- Section: Use the drop-down to select a Section; if you need to create a new Section, see Add a New Glossary Section
- (Optional) Definition: An explanation of how this term is determined or calculated (up to 4,000 characters)
- (Optional) Description: Describes how the Term is known by Business Users (up to 64,000 characters)
- (Optional) Additional Metadata: Includes information for matching on specific search terms that are not specified in Definition or Description
- (Optional) Owners / Steward: Business and Technical Owners will default to current User if left blank; Data Steward is optional
[Save] will open Glossary Editor
2.1. Edit Fields as Needed in Glossary Editor
- To change the Section, select an existing Section from the dropdown or create a new Section using the [+] icon
- Update Definition as needed
- Update Description as needed
- Input Additional Metadata as needed
5-6. Both Business and Technical Owner fields default to the User who defines the Term if left blank in popup but may be adjusted here by selecting another User.
[Save]
3. Add Terms from CSV File
You can also load Terms and Sections from your desktop using a CSV file
- Download a Sample CSV file and modify values in the CSV file and then Save it as a new CSV file
- Adjust Delimiter as needed
- Browse to select your new CSV File
NOTE: Additional Metadata can only be added manually in Glossary Editor or upon the Glossary Term creation.
Sample CSV file displayed in Excel:
3.1. Import Your File
- [Import]
- Verify results of Load from popup
4. Associate Elements or Datasets With a Glossary Term
Note: you can also associate Terms with Elements and Datasets automatically, see Glossary Auto Synchronization
In the Associations tab:
- [+ New Element] or [+ New Dataset] to open Add <Element/Dataset> to Term popup
- (Optional) Filter Elements by Element Name or partial Name
- (Optional) Filter elements by Category
- Select Elements using checkboxes
[Save] to add them to the Elements grid
Repeat steps as needed to Add Datasets
4.1. Verify Glossary Terms on Elements or Datasets (Dataset Example)
- Click on any Name in Elements or Datasets grid to go directly to that Element's Editor.
- Go to Info tab in Editor
- Locate Section Name
- Verify that Term is selected for this Section