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:
Select Data catalog in the left navigation on the home page, and then select the Manage glossary button in the center of the page.
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.
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.
Add a Definition.
Set the Status for the term. New terms default to Draft status.
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.
Add Resources and Acronym. If the term is part of hierarchy, you can add parent terms at Parent in the overview tab.
Add Synonyms and Related terms in the related tab.
Optionally, select the Contacts tab to add Experts and Stewards to your term.
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 could both exist in the same glossary.
To import terms, follow these steps
When you are in the Glossary terms page, select Import terms.
The term template page opens. Match the term template to the kind of .CSV you want to import.
Download the csv template and use it to enter your terms you would like to add.
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.
Once you've finished filling out your .csv file, select your file to import and then select OK.
The system will upload the file and add all the terms to your catalog.
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.
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.
Select Export to download the selected terms.
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.
Follow the Tutorial: Create and import glossary terms to learn more.