Assigning Tags and Terms in the Data Catalog

Assigning tags and terms allows you to further define the data your glossaries contain and to establish business context for the technical metadata found in your data assets. Below are definitions and examples to explain the purpose of the objects.

  • Tag: a label assigned to data assets or business terms that helps define, or describe the data they represent. They identify information at a contextual scale.

  • Term: a label for words or phrases that describe a concept relevant to a branch of business. They often identify objects or constructs like a data element, business term, metric, etc.

Term

Related Tags

Compensation Data

Employment Information

Financial

Criminal Record

Background Checks

Criminal Data

To assign tags to a term

Use this option to assign one or more tags in bulk to a single term.

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossaries screen appears.

  2. Go to the Terms tab.
  3. Search and select your term.

    The Term Details screen appears.

  4. Go to the Tags tab.
  5. Click the Manage Tags button to open the Manage Tags modal.
  6. Use the filter categories to locate and select one or more tags. Existing assigned tags will already be checked.

    Manage tags modal
  7. Click the Save button. A relationship is now formed between the term and the tag. Whenever this term is approved, all tags listed here will be applied to the related data assets.

    Term details - Tags tab

To assign a term to a tag

Use this option to single out a specific tag that needs to be included whenever a term or several terms are approved.

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossaries screen appears.

  2. Go to the Tags tab.
  3. Select the name of a tag from the list.

    The Tag Details screen appears.

  4. On the Related Terms tab, click the Assign Terms button.

    The Assign Terms modal appears.

  5. Select one or more terms to apply in bulk. The Type column will keep a count of the selected terms according to their categorical purpose.
    Tip:

    Use the search bar and filter options to easily locate terms by glossary.


    Assign terms modal
  6. Click the Save button.

To remove a tag from a term

Important:

The Tag Inheritance feature will impact the behavior of tag removals. The removal of a tag-term relationship will result in that tag being removed from any data asset that was associated with the term. For more information, see Inheriting Tags in Data Catalog.

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossaries screen appears.

  2. Go to the Terms tab.
  3. Select the name of a term from the list.

    The Term Details screen appears.

  4. Go to the Tags tab.
  5. Hover over a tag row to reveal and click the Context Menu. Then click Remove Tag.

    A confirmation modal appears.

  6. Click the Confirm button.
    Important:

    A modal will appears if a user attempts to delete a system tag, as OneTrust associates classifiers and policies that reference them and they cannot be deleted.

    Attention:

    If the Inherit Classification Tags From Terms setting is enabled, this action will remove the tag from all data assets to which the term is assigned. For more information, see Inheriting Tags in Data Catalog.

To remove a term from a tag

Important:

The Tag Inheritance feature will impact the behavior of tag removals. The removal of a tag-term relationship will result in that tag being removed from any data asset that was associated with the term. For more information, see Inheriting Tags in Data Catalog.

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossaries screen appears.

  2. Go to the Tags tab.
  3. Select the name of a term from the list.

    The Tag Details screen appears.

  4. Go to the Related Terms tab.
  5. Hover over a tag row to reveal and click the Context Menu. Then click Remove Term.

    A confirmation modal appears.

  6. Click the Confirm button.
    Important:

    A modal will appears if a user attempts to delete a system term, as OneTrust associates classifiers and policies that reference them and they cannot be deleted.

To assign a tag to a data asset

In case you do not want to wait for term approval to apply tags, you can manually add a tag to a directly to a data asset to form an association.

  1. On the Data Catalog menu, select Catalog > Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.
    Note:

    If assigning a tag to a child object, go to the Child Objects tab of the Data Asset Details screen to locate the data asset.

    The Data Asset Details screen appears.

  3. Go to the Tags tab.
  4. Click the Assign Tags button.

    The Assign Tag modal appears.


    Assign tag modal
  5. Select one or more tags to apply in bulk. The Tag Types column will keep a count of the selected tags according to the categorical purpose.
    Tip:

    Use the search bar to easily locate tags.


    Assign tag modal - Tag types column
  6. Click the Save button.

To assign a term to a data asset

In case you do not want to wait for term approvals, you can manually add a term to a directly to a data asset to form an association.

  1. On the Data Catalog menu, select Catalog > Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.
    Note:

    If assigning a tag to a child object, go to the Child Objects tab of the Data Asset Details screen to locate the data asset.

    The Data Asset Details screen appears.

  3. Go to the Terms tab.
  4. Click the Assign Terms button.

    The Assign Terms modal appears.


    Assign terms modal
  5. Select one or more terms to apply in bulk. The Type column will keep a count of the selected terms according to their categorical purpose.
    Tip:

    Use the search bar and filter options to easily locate terms by glossary.


    Assign terms modal - Type column
  6. Click the Save button.

To remove a tag from a data asset

Important:

The Tag Inheritance feature will impact the behavior of tag removals. If a term is removed from a data asset, any tag related to this term will also be removed from the data asset. Tags cannot be removed at the data source level. For more information, see Inheriting Tags in Data Catalog.

  1. On the Data Catalog menu, select Data Dictionary.

    The Data Dictionary screen appears.

  2. Click the name of a data source.
    Note:

    To remove inherited tags from a data source's child objects, go to the Child Objects tab and select a data asset from the list.

    The Data Asset Details screen appears.

  3. On the Data Asset Details screen, go to the Tag tab.
  4. Hover over a tag row to reveal and click the Context Menu. Then click Remove Tag.

    A confirmation modal appears.


    Data dictionary - Remove tag confirmation modal
  5. Click the Confirm button.
    Important:

    A modal will appears if a user attempts to delete a system tag, as OneTrust associates classifiers and policies that reference them and they cannot be deleted.

To remove a term from a data asset

Important:

The Tag Inheritance feature will impact the behavior of tag removals. If a term is removed from a data asset, any tag related to this term will also be removed from the data asset. For more information, see Inheriting Tags in Data Catalog.

  1. On the Data Catalog menu, select Catalog > Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.
    Note:

    If assigning a tag to a child object, go to the Child Objects tab of the Data Asset Details screen to locate the data asset.

    The Data Asset Details screen appears.

  3. Go to the Terms tab.
  4. Click the Context Menu on the row of the desired terms.
  5. Select Remove Term. This will prompt a confirmation modal to alert you that any tag related to this term will also be removed from this data asset.

    Data dictionary - Remove term confirmation modal
  6. Click the Confirm button.