Managing Catalogs

Managing catalogs involves:

  • Creating sub-catalogs
  • Editing catalogs
  • Importing or exporting catalogs
  • Assigning users
  • Viewing workflow

To manage catalogs, follow these steps:

  1. Right-click a catalog to view catalog management options.
    The following image uses a Business Term catalog for example.

  2. Use the following options:
    New Catalog
    You can create a sub-catalog to categorize glossary objects further.
    Edit Catalog
    You can edit the catalog to change its name or update its description.
    Import Catalog
    You can import an existing catalog. Select the catalog file from the location where you saved it and click .
    Export Catalog
    You can export a catalog to a .xls file. You can later import this file to your glossary workspace.
    Delete Catalog
    You can delete a catalog that is no longer required. All the glossary objects in the catalog are deleted when you delete it.
    Assign Users
    You can assign users to a catalog based on your organization's projects, departments, functions, and so on.
    View Workflow
    You can view the workflow assigned to the catalog. The workflow displays all the stages/actions, users, and roles involved. Also, it shows the flow of information and action across all the stages.