Adding Terms and Linked Assets

This documents helps you to understand the importance of linking assets and steps how you can link assets to the terms.

Users can link tables and columns from the data catalog directly to glossary terms. This feature allows users to quickly identify which tables contain the data needed for specific metrics. Additionally, any open incidents related to these linked tables are displayed alongside, alerting users to potential issues. This ensures informed decision-making and data integrity when using these assets.

• Step 1: You will need a Term first to add links to assets.

• Navigate to the Catalog → Glossary page.

• Step 2: Click on Add Term.

• You can add term under Glossary and Category.

Glossary

Category

• Step 3: Fill in the name and description to add a term. A reviewer/approver will need to be selected at the bottom (or it is marked as approved instantly).

Name, Description

Data Owners, Business Owners, Related Terms, Reviewer

• Step 4: Once term is added, you can click on the created term.

• Step 5: In the Term, click on the tab Linked Assets. Click on Make Changes and a banner will appear under Glossary tab.

Adding, editing or removing linked assets will also require the approval workflow to take effect.

a banner is appeared upon clicking Make Changes

• Step 6: Search and add the Asset/Data Product/Data Asset to be linked. You can filter the list by asset types and sources.

• Step 7: Once the Asset/Data Product/Data Asset has been selected, click on Link these assets

• Step 8: next, the selected Asset/Data Product/Data Asset will be displayed under Linked Assets subtab.

• Step 9: Before completing the process of adding linked assets, you will need to submit the request for changes by selecting a reviewer/approver or Mark as approved immediately

• Once the request is approved, the linked assets will show up in the Linked Assets tab in the Term

an asset is successfully linked

Deleting Linked Assets

• Step 1: Navigate to Linked Assets subtab under any glossary.

• Step 2: Click on Make Changes.

Navigating to the Linked Assets subtab and clicking "Make Changes"

• Step 3: Click Request changes and a banner will appear under Glossary tab and click Edit linked assets.

A banner will appear under the Glossary tab

• Step 4: Edit Linked Assets form will be displayed.

• Step 5: Click the bin icon 🗑️ and a Remove text in red will appear. Click Link these assets to proceed with the approval flow.

Edit Linked Assets form with the bin icon 🗑️

Edit Linked Assets form with the "Remove" text in red, ready for approval flow

If you wish to undo the action and not proceed with deleting, click the ← arrow.

• Step 6: The selected assets to be deleted will be displayed as Remove.

• Step 7: Click on Request changes and a modal form will be opened.

The "Remove" display for selected asset

• Step 8: Submit the request by selecting a reviewer, or mark it as Approved immediately and click Confirm and request changes.

Submit changes for approval form

The linked asset has now been deleted.

Confirmation that the linked asset has been deleted.

Deleting Glossary, Category, and Term

Glossary

• Step 1: Select any glossary and click on the ellipsis (⋮).

• Step 2: Click Delete, and a pop-up will be displayed.

• Step 3: Type DELETE to confirm the deletion and click Delete this glossary. The asset will be successfully deleted.

Confirmation that the glosssary has been deleted

Category

• Step 1: Click any glossary and select a category under it. Click on the ellipsis (⋮) of the category.

• Step 2: Click Delete, and a pop-up will be displayed.

• Step 3: Type DELETE to confirm the deletion and click Delete this category. The asset will be successfully deleted.

Confirmation that the category has been deleted

Term

• Step 1: Click a term under any glossary or category. Click on the ellipsis (⋮) of the category.

• Step 2: Click Delete, and a pop-up will be displayed.

• Step 3: Type DELETE to confirm the deletion and click Delete this term. The asset will be successfully deleted.

Confirmation that the term has been deleted

Linked Terms in Asset Overview

The Linked Terms feature in the Asset Overview is available for Dataset, Schema, and Source assets. It displays the count of terms linked to a specific Asset, Table, or Column. The list of linked terms is clickable, allowing users to view more details about each term.

Linked Terms

Asset Overview

You have the option to move a term to a glossary or category. To do so, please refer to the Moving Terms to Glossary/Category document.