Glossary Asset Management
The glossary assets that data stewards, stakeholders, and owners manage are business terms, categories, and policies. As a content manager, you collaborate with business users, data analysts, and subject matter experts to define, review, and publish a glossary asset.
Glossary assets interact and coexist to form the glossary structure. Business terms and policies belong to categories. Policies govern business terms. Business terms can have default and custom relationships with other terms. The Anlayst tool search service considers relationships between assets to return search results.
Glossary assets have the following common features:
- •Each glossary asset goes through a lifecycle before glossary consumers can view the assets.
- •Each glossary asset can have a data steward, owner, and stakeholder.
- •The data steward must create another version of the glossary asset to update information in the asset after publishing or rejecting the asset.
- •The Analyst tool records actions that content managers perform on assets. Glossary consumers can view the history or actions.
- •Content managers can add comments to assets.
Categories
A category is a descriptive classification of business terms and policies. Glossary consumers can browse categories in the Library workspace to view business terms and policies associated with the category.
Use categories to define a hierarchy for the glossary. As a content manager, identify categories that helps glossary consumers look up content easily. Categories go through a lifecycle before the data steward publishes the category. The data steward links categories to business terms or policies when defining the business term or policy.
Policies
Policies define business purpose, process, or protocol of the organization. Glossary consumers can view policies when they browse the glossary. Glossary consumers can open policies linked to a business term when they view the term to understand the business process or protocol that governs the term.
Create the policy before you define business terms. You link a policy to the term when you configure the term. When you define the policy, you can specify compliance criteria in the rule intent property. Glossary consumers understand the parameters that measure the compliance of business terms when they read the rule intent.
Business Terms
Business terms are the fundamental components of the glossary. Glossary consumers understand business concepts, requirements, and definitions from the information in the business term.
Content managers can provide basic or complex information in the business term. Simple properties are name, description, and context. Business terms can also contain default and custom relationships to other terms. Glossary consumers can click a link to open related business terms or policies that you link to the business term. Content managers can link data assets or rule assets that exist outside the glossary. Business users such as auditors can understand the location where data resides or technical implementation of rules from data assets and rule assets.
Creating an Asset
Content managers create assets, such as, business terms, policies, or categories in the Glossary workspace. Configure the asset properties when you create an asset.
1. From the New menu, select the asset.
The business term, category, or policy panel opens in the Glossary workspace.
2. Configure the properties to create the asset.
3. Choose to save the asset.
- - To save the current configuration and continue the task immediately or later, click Save and Continue. The Analyst tool creates a draft asset and displays the asset in edit mode.
- - To complete the task, choose Save and Finish. The Analyst tool creates a draft asset and displays the asset in read mode.
Publishing or Rejecting a Glossary Asset
Data stewards publish or reject assets, such as business terms, policies, or categories, after the stakeholder reviews the asset. After the data steward publishes or rejects the asset, the Analyst tool changes the phase of the asset.
1. Click Open to open the Library workspace.
2. In the Library Navigator, click Assets.
3. Click the asset that you want to publish or reject.
The Analyst tool displays the business term, category, or policy in the Glossary workspace.
4. Choose to publish or reject the asset.
- - To publish the asset, click Publish in the Actions menu.
- - To reject the asset, click Reject in the Actions menu.
Business Term Properties