Automatically Import Glossary Terms

This feature adds Glossary Terms, Sections ,and optional data based on a Dataset. This Dataset can be created manually, but more commonly it is loaded from an existing Glossary or Data Governance software (such as Alation or Collibra)

This article describes:

  1. Creating a Dataset containing Terms to be added to the Glossary
  2. Add New Autoimport

1. Create Dataset Containing Glossary Information

Example CSV file input to Dataset

glossary load1 - Excel
  1. (Required) Glossary Term
  2. (Required) Section
    • Combination of Section/Term must be unique. If this combination already exists, the record will be skipped
  3.  All remaining fields are optional; they can be left blank or undefined in the Dataset.

Example Dataset:

Dataset Editor - Google Chrome

 Whenever this Dataset is loaded, the Auto Import Program defined with this Dataset will execute automatically.

  1. This example is set up as a Snapshot Dataset assuming that only new Glossary Terms are being loaded.  This Dataset can also be loaded with the full external Glossary; in that case, Snapshot Dataset would be set to "No".

2. Add New Autoimport

Access Content > Glossary > Import Tab

Import - Google Chrome
  1. Activate [+ Glossary Autoimport] to open Editor

2.1. Map Dataset Fields to Glossary Fields

Import - Google Chrome
  1. Select the Dataset/View created in Step 1
  2. [+ Add] to pair the Dataset columns to the Glossary Fields; continue to Add until all of the Dataset fields are mapped to Glossary fields
  3. [Save]
  4. [Import Now]


2.2. Result of Import is shown in the History tab

Import - Google Chrome