As a stakeholder, you can curate business glossaries for technical assets to add more business context to your technical metadata and to make your data easily discoverable.
When you curate glossaries, you either accept or reject the glossaries recommended for technical assets, or you manually associate technical assets with one or more glossary assets. Data Governance and Catalog can also automatically associate suitable glossaries with technical assets. You can curate the glossaries on the Overview tab or on the Contains tab of technical asset pages in Data Governance and Catalog.
The following conditions apply if you want to curate glossaries for technical assets:
•The glossary asset that you curate should be in the Published lifecycle stage.
•You can curate glossary recommendations if your organization administrator grants you the Read permission on business glossary assets and the Update permission on technical assets through access policies in Metadata Command Center.
•The associated glossary asset type can be a business term or a metric.
•The technical asset should be a data element or a technical data set.
Automatically associate glossary assets with technical assets
By using the power of CLAIRE®, Data Governance and Catalog can infer and automatically associate meaningful glossary assets with your technical assets.
When you open the Overview tab for a technical asset in the catalog source in Data Governance and Catalog, you may see glossary assets in the Accepted and CLAIRE® Recommendations sections of the Glossaries panel. These associations are made automatically by CLAIRE® based on the following criteria:
•All Glossary assets that match or exceed the specified confidence score are automatically accepted and appear in the Accepted list. The accepted glossary asset is thus assigned as the business name of the asset. If there are several automatically accepted glossary assets with the same confidence score, the first asset in the alphabetical order is assigned as the business name of the technical asset.
•All glossary assets that are below the specified confidence score appear as recommendations in the CLAIRE® Recommendations list. You can then manually accept or decline the recommendations as mentioned earlier.
The following image shows a sample asset page for a column named Phone Number_Demo. The Glossaries panel shows the automatically accepted and CLAIRE® recommended terms:
In the above example image, the column named Phone Number belongs to an Oracle catalog source. Let us assume that the confidence score threshold defined for the catalog source in Metadata Command Center is 86%. The business term Phone Number matches the column with a confidence score of 88%, and the term is automatically accepted as the business term for the column.
Accept or decline recommended glossary assets
Based on the semantics of data contained in the technical assets, the system can recommend intelligent glossary suggestions for your technical assets. You can either accept or decline the recommendations.
The following image shows the CLAIRE® recommended term and the options for accepting or declining the recommendation for the sample column PHONE_NUMBER:
For each CLAIRE® recommendation, you can perform one of the following actions:
•Select Accept to accept the CLAIRE® recommendation. The glossary asset then moves to the Accepted list.
•Select Decline to decline the CLAIRE® recommendation. The glossary asset then moves to the Declined list.
•Select Accept and save as Business Name to accept the CLAIRE® recommendation and assign this glossary asset as the business name of the asset. The asset then moves to the Accepted list and the business name of the asset is assigned.
•Select Accept and Decline other CLAIRE Recommendations to accept only this glossary asset and decline other recommended assets. The accepted glossary asset then moves to the Accepted list and other recommendations are move to the Declined list.
Optionally, you can bulk accept or decline all CLAIRE® recommended glossary assets at once. You can also bulk accept all the declined glossary assets or decline all accepted glossary assets.
The following image show the options for bulk accepting and declining glossary assets for a column:
Manually associate glossary assets with technical assets
If you want to associate specific business terms or metrics with technical assets, you can manually associate them in one of the following ways:
•From the Overview tab of a technical asset page. The Glossaries panel on the Overview tab of a technical asset page displays the glossary assets that are already assigned to the asset. To manually associate other glossary assets, click the add icon on the Glossaries panel to open the Add Glossary Assets dialog box. In the dialog box, you can select one or more meaningful business terms or metrics to associate with the technical asset and then assign a business name and description for the technical asset.
The following image shows the Add Glossary Assets dialog box that highlights the selected business terms to associate with the technical assets. The dialog box also highlights the option to assign the business name and description of one glossary asset to the technical asset.
After associating the glossary assets, you can select the option to assign the name and description of one of the shortlisted glossary assets to the technical asset.
You can then associate the reference data of the selected glossary asset with the technical asset.
The following image shows the Add Glossary Assets dialog box with the highlighted option to select one glossary asset to assign as the business name of the technical asset:
After you assign a business name, you can choose to link the asset to the reference data that is already associated with the glossary.
The following image shows the Add Glossary Assets dialog box with the highlighted option to select one code list attribute from the reference data to associate with the technical asset.
After you save and finish the changes, the selected glossary assets appear in the Accepted section of the Glossaries panel. The business name, description and reference data of the technical asset changes to the name, description and the reference data of the glossary asset that you selected.
•On the Contains tab, use the Action menu next to the data element for which you want to curate glossaries to open the Curate Glossaries and Data Classifications dialog box. On this dialog box, you can manually glossaries with specific data elements.
The following image shows the Contains tab of a table:
Remove all declined glossary assets
You can remove the glossary assets that are declined for a technical asset.
Optionally, you can bulk remove all of the glossaries. To bulk remove all the declined glossaries for a technical asset, click the action menu and select the appropriate option.
The following image shows the option for bulk removing declined glossary assets:
