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Collate Documentation

How to Create Glossary Terms

Once a glossary has been created, you can add multiple Glossary Terms and Child Terms in it.

  • Once in the Glossary, click on Add Term.
Add Glossary Term

Add Glossary Term

  • Enter the required information:
    • Name* - This contains the name of the glossary term, and is a required field.
    • Display Name - This contains the Display name of the glossary term.
    • Description* - A unique and clear definition to establish consistent usage and understanding of the term. This is a required field.
    • Tags - Classification tags can be added to glossary terms. When adding a glossary term to assets, it will also add the associated tags to that asset. This helps to further describe and categorize the data assets.
    • Synonyms - Other terms that are used for the same concept. For e.g., for a term โ€˜Customerโ€™, the synonyms can be โ€˜Clientโ€™, โ€˜Shopperโ€™, โ€˜Purchaserโ€™.
    • Related Terms - These terms can build a network of concepts to capture an associative relationship. For e.g., for a term โ€˜Customerโ€™, the related terms can be โ€˜Customer LTV (LifeTime Value)โ€™, โ€˜Customer Acquisition Cost (CAC)โ€™.
    • Mutually Exclusive - There are cases where only one term from a particular glossary is relevant for a data asset. For example, an asset can either be โ€˜PII-Sensitiveโ€™ or a โ€˜PII-NonSensitiveโ€™. It cannot be both. For such cases, a Glossary Term can be created where the child terms can be mutually exclusive. If this configuration is enabled, you wonโ€™t be able to assign multiple terms from the same Glossary Term to the same data asset.
    • References - Add links from the internet from where you inherited the term.
    • Owner - Either a Team or a User can be the Owner of a Glossary term.
    • Reviewers - Multiple reviewers can be added.

Once a glossary term has been added, you can create Child Terms under it. The child terms help to build a conceptual hierarchy (Parent-Child relationship) to go from generic to specific concepts. For e.g., for a term โ€˜Customerโ€™, the child terms can be โ€˜Loyal Customerโ€™, โ€˜New Customerโ€™, โ€˜Online Customerโ€™.

Instead of creating a glossary manually, you can bulk upload glossary terms using a CSV file.

How to Bulk Import a Glossary

Save time and effort by bulk uploading glossary terms using a CSV file.

How to Add Assets to Glossary Terms

Associate glossary terms to data assets making it easier for data discovery