How to create, import, and export glossary terms

This article describes how to create a business glossary term in Azure Purview data catalog, and import and export glossary terms using .csv files.

Create a new term

To create a new glossary term, do the following steps:

  1. Select Data catalog in the left navigation on the home page, and then select the Manage glossary button in the center of the page.

    Screenshot of the data catalog with the glossary highlighted.

  2. On the Glossary terms page, select + New term. A page opens with System Default template selected. Choose the template you want to create glossary term with and select Continue.

    Screenshot of the New term creation.

  3. Give your new term a name, which must be unique in the catalog. The term name is case-sensitive, meaning you could have a term called Sample and sample in the catalog.

  4. Add a Definition.

  5. Set the Status for the term. New terms default to Draft status.

    Screenshot of the status choices.

    These status markers are metadata associated with the term. Currently you can set the following status on each term:

    • Draft: This term is not yet officially implemented.
    • Approved: This term is official/standard/approved.
    • Expired: This term should no longer be used.
    • Alert: This term needs attention.
  6. Add Resources and Acronym. If the term is part of hierarchy, you can add parent terms at Parent in the overview tab.

  7. Add Synonyms and Related terms in the related tab.

    Screenshot of New term > Related tab.

  8. Optionally, select the Contacts tab to add Experts and Stewards to your term.

  9. Select Create to create your term.

Import terms into the glossary

The Azure Purview Data Catalog provides a template .csv file for you to import your terms into your Glossary.

You can import terms in the catalog. The duplicate terms in file will be overwritten.

Notice that term names are case-sensitive. For example, Sample and saMple could both exist in the same glossary.

To import terms, follow these steps

  1. When you are in the Glossary terms page, select Import terms.

  2. The term template page opens. Match the term template to the kind of .CSV you want to import.

    Screenshot of the Glossary terms page, Import terms button.

  3. Download the csv template and use it to enter your terms you would like to add.

    Important

    The system only supports importing columns that are available in the template. The "System Default" template will have all the default attributes. However, custom term templates will have out of the box attributes and additional custom attributes defined in the template. Therefore, the .CSV file differs both from total number of columns and column names depending on the term template selected. You can also review the file for issues after upload.

    Screenshot of the Glossary terms page, select file for Import.

  4. Once you've finished filling out your .csv file, select your file to import and then select OK.

  5. The system will upload the file and add all the terms to your catalog.

    Important

    The email address for Stewards and Experts should be the primary address of the user from AAD group. Alternate email, user principal name and non-AAD emails are not yet supported.

Export terms from glossary with custom attributes

You should be able to export terms from glossary as long as the selected terms belong to same term template.

  1. When you are in the Glossary, by default the Export button is disabled. Once you select the terms you want to export, the Export button is enabled if the selected terms belong to same template.

  2. Select Export to download the selected terms.

    Screenshot of the Glossary terms page, select file for Export.

    Important

    If the terms in a hierarchy belong to different term templates then you need to split them into different .CSV files for import. Also, updating a parent of a term is currently not supported using import process.

Next steps

Follow the Tutorial: Create and import glossary terms to learn more.