Glossary Customization
You can customize a glossary by editing the templates of the assets and business initiatives that are part of the glossary. Use the template to edit default properties, create properties, or change the sections where the properties appear.
Customize templates after you create and save the glossary but before you create Glossary assets and business initiatives. All Glossary assets and business initiatives that you create in the current glossary use the customized template.
You can make the following changes to the Glossary asset and business initiative templates:
- Change template layout.
- Move properties to change the visual layout of a business term or policy page. Use line separators to group similar properties together. To make these changes, drag elements on the page or use keyboard shortcuts.
- Create custom relationships.
- Create custom relationships if the default relationships do not meet the requirements of the organization. Use custom relationships to relate business terms. The name that you provide to the custom relationship helps consumers understand how the terms are related. You cannot delete the custom relationship after you create it.
For example, create a custom relationship called "Sibling." Use this custom relationship to help consumers understand that the term "Principal Engineer" is in the same grade as the term "Associate Manager."
- Change or create properties.
Create properties and insert them into the Glossary asset or business initiative template. When you create a property, it is available for use across the asset templates in all glossaries. You cannot delete a property that you use in a template.
You must specify the label and model of the property. The model defines the name, description, and data type for the property. The data type defines the type of input value that the content manager can provide for the property. You can change the label of the property in each glossary and the property will have a unique name in each glossary. When you modify the label, you can specify a default value for the property.
For example, you are the glossary administrator for a legal glossary and you require terms to have a citation ID. Create a property called "Citation ID." The data type for the property is Integer. Add the property to the business term template for the current glossary. Content managers must provide an Integer value for the "Citation ID" property when they define the terms.
Property Model and Label
Configure the Glossary asset and business initiative templates to create custom properties or custom relationships. Apart from default Business Glossary relationships, content managers can use custom relationships based on the needs of the organization to relate terms.
Use the Property Model panel to define a custom property. Values that you configure or change in the Property Model panel is available in all glossaries. All glossary administrators can add the custom property or custom relationship that you create to the template in the glossary that they manage.
After you create a property, glossary administrators can customize the Property Label Definition panel values to change how the property appears in the glossary that they manage. Glossary administrators can change the description of the property label and specify a default value for the property. Multiple glossary administrators can specify unique values to the Label property to change the name of the property.
A property can have unique labels in different glossaries. The label of the property in the current glossary does not change when a glossary administrator changes the label in another glossary. The Where Used panel shows the glossary where the custom property is used.
Example 3. Example
You create a custom property with the label Use Case and the string data type. In the finance glossary, the glossary administrator can change the label from Use Case to Business Case. In the human resources glossary, the glossary administrator can change the label from Use Case to Scenario. The name of the property in the global list remains as Use Case and the data type remains as string. Other glossary administrators can only change the label of the property, but cannot change the data type from string to integer or other options.
Property Model
The property model defines properties such as name, description, and data type.
You can configure the following properties in the Property Model panel:
- Name
- Property name.
- A glossary administrator cannot change the property name.
- Description
- Description of the property.
- A glossary administrator can change the description of the property.
- Value
- Type of value that the property can hold. A glossary administrator cannot change the value type in another glossary.
- You can set the following options for the value property:
- - Single Value. Indicates that the property can have only one value.
- - Multi-value. Indicates that the property can have more than value.
- Default is Single Value.
- Datatype
- Type of input for the custom property. A glossary administrator cannot change the data type.
You can configure the following values for the data type property:
- - String. Indicates alphanumeric text. The maximum length of the alphanumeric text is 200 characters.
- - Integer. Indicates integer input.
- - Boolean. Indicates a boolean input.
- - Date and Time. Indicates date and time. The content manager can select the date from a calendar.
- - Enum. Indicates that the content manager must provide an input from a list of enumerated values. You can define the list of values in the Values section after you select this option.
- Default is String.
- Search Rank
- Priority of the current term in the list of search results when the user searches for the value of the property. A glossary administrator can change the search rank of the property.
You can set the search rank to one of the following values:
- - High. Indicates that the importance of the value entered for this property is high and the current term is listed on top of the search results.
- - Medium. Indicates that the importance of the value entered for this property is medium and no priority is attached to the search results.
- - Low. Indicates that the importance of the value entered for this property is low and the current term is listed at the bottom of the search results.
Default is medium.
You can select the following option in the Options section:
- Searchable
- Select the checkbox to make the property searchable. If the checkbox is selected, the Search Service indexes the values in this property. A glossary administrator can change the Searchable property.
- This property is not selected by default.
Property Label Definition
Configure the label definition to customize the property in the current glossary. Different glossaries can have unique values for the properties in the Property Label Definition panel.
You can configure the following properties in the Property Label Definition panel:
- Label
- Display name for the property in the current glossary.
- Label Control
- Type of input field. This property is a function of the data type and value that you select in the Property Model Definition panel.
You can select one of the following values depending on the data type and value that you select in the Property Model Definition panel:
- - Textbox. Indicates that the display field is a text box.
- - Listbox. Indicates that the display field is a grid with one column. The content manager can add values to the column.
- - Listgrid. Indicates that the display field is a grid with multiple columns. The content manager can add unique values to each column.
- Default Section
- Position of the property in the layout of the page.
- You can place the property in one of the following sections:
- - General. Indicates that the property appears in the General section.
- - Status. Indicates that the property appears in the Status section.
- - People. Indicates that the property appears in the People section.
- - Context. Indicates that the property appears in the Context section.
- - Related Assets. Indicates that the property appears in the Related Assets section.
You can select the following option in the Options section:
- Required
- Use this option to make it mandatory for the content manager to provide a value for this property. When you select the checkbox, the content manager must enter a value for this property to define a business term or policy.
- This property is not selected by default.
- Default Value
- Use this option to specify a default value for the property.
- The Default Value option is enabled when you select Required. You can add default values for single valued properties that you add to an asset template.
Creating Properties
You can create a custom Glossary asset or business initiative property after you save the glossary. The property that you create is available across all glossaries. You or another glossary administrator can use the custom property in the Glossary template to customize a glossary.
1. Open the glossary where you want to create a property.
2. Click Edit to edit the glossary.
3. Click the Business Term Template, Policy Template, Category Template, or Business Initiative Template panel.
4. In the Available Business Term Template Properties panel, click the Add icon.
5. Configure the properties in the Property Model and Property Label Definition panels.
6. Click Save.
Creating Custom Relationships
Create a custom relationship in the business term page to customize a glossary. Content managers can use the custom relationship when configuring related terms in the business term.
1. Open the glossary where you want to create a custom relationship.
2. Click Edit to edit the glossary.
3. Click the Business Term Template tab.
4. Click the Related Assets property.
5. Click the Edit icon.
The options to create a custom relationship appears in the Available Business Term Template Properties panel.
6. In the Relationship values section, click the Add icon.
7. Define the custom relationship name.
8. Click Save.
Customizing Properties
Change the label and position of properties to customize the Glossary asset or business initiative template in the current glossary. You can change the default property, or property that another glossary administrator created. The Analyst tool applies that changes to properties in the current glossary.
1. Open the glossary which contains the default property that you want to edit.
2. Click Edit to edit the glossary.
3. Click the Business Term Template, Policy Template, Category Template, or Business Initiative Template panel.
4. Click the property that you want to edit.
Options to edit or move the property appear.
5. Click the Edit icon.
6. In the Available Business Term Template Properties panel, change the properties under the Property Label Definition and Property Modelpanels.
7. Optionally, use the arrows to move the property.
8. Click Save.
Changing the Business Term or Policy Layout
Change the Glossary asset or business initiative layout after you save the glossary. When you change the layout, you customize how the Glossary asset or business initiative page appears to glossary consumers.
1. Open the glossary which you want to customize.
2. Click Edit to edit the glossary.
3. Click the Business Term Template, Policy Template, Category Template, or Business Initiative Template panel.
4. Select the property that you want to move.
5. Use the arrows to move the property.
6. Optionally, click the Delete icon to remove the property from the page. You can remove custom properties and not default properties.
7. Click Save.