# Data governance and metadata Data governance Data governance in Amazon SageMaker Unified Studio encompasses the management of business glossaries, metadata forms, and asset classification to ensure consistent data understanding across your organization. Both business glossaries and metadata forms work together to provide comprehensive business context for your data assets, making it easier for users across your organization to discover, understand, and effectively use data in Amazon SageMaker Unified Studio. A business glossary is a centralized collection of business terms and their definitions that ensures consistent vocabulary usage when analyzing data, while metadata forms are customizable forms that allow data owners to augment asset metadata with additional business context beyond the technical metadata automatically collected by the service. Glossaries and metadata forms are owned by the project that creates them. Only members of the owning project can edit or delete a glossary, its terms, or a metadata form. However, glossaries, their terms, and metadata forms are visible to all users in the domain. Users in any project within the domain can search for and view glossaries and terms, and can attach glossary terms and metadata forms to their assets to curate metadata. This allows a governance team to create and manage glossary terms and metadata forms in a dedicated project while users across the domain use them to describe and categorize their data assets. **Topics** + [ # Create a business glossary in Amazon SageMaker Unified Studio ](create-maintain-business-glossary.md) + [ # Edit a business glossary in Amazon SageMaker Unified Studio ](edit-business-glossary.md) + [ # Delete a business glossary in Amazon SageMaker Unified Studio ](delete-business-glossary.md) + [ # Create a term in a glossary in Amazon SageMaker Unified Studio ](create-maintain-term.md) + [ # Edit a term in a glossary in Amazon SageMaker Unified Studio ](edit-term.md) + [ # Delete a term in a glossary in Amazon SageMaker Unified Studio ](delete-term.md) + [ # Create a metadata form in Amazon SageMaker Unified Studio ](create-metadata-form.md) + [ # Edit a metadata form in Amazon SageMaker Unified Studio ](edit-metadata-form.md) + [ # Delete a metadata form in Amazon SageMaker Unified Studio ](delete-metadata-form.md) + [ # Create a field in a metadata form in Amazon SageMaker Unified Studio ](create-field-in-metadata-form.md) + [ # Edit a field in a metadata form in Amazon SageMaker Unified Studio ](edit-field-in-metadata-form.md) + [ # Delete a field in a metadata form in Amazon SageMaker Unified Studio ](delete-field-in-metadata-form.md) + [ # Restricted asset classification Amazon SageMaker Unified Studio ](restricted-asset-classification.md) # Create a business glossary in Amazon SageMaker Unified Studio Create a business glossary In Amazon SageMaker Unified Studio, a business glossary is a collection of business terms (words) that may be associated with assets (data). It provides appropriate vocabularies with a list of business terms and their definitions for business users to ensure the same definitions are used across the organization when analyzing data. Business glossaries are created in the catalog domain and can be applied to assets and columns to help understand key characteristics of that asset or column. One or more glossary terms can be applied. A business glossary can be a flat list of terms where any term in the business glossary can be associated with a sublist of other terms. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete a glossary in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project with the right permissions for that domain. To create a glossary, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**, and then choose **Create glossary**. 1. Specify a name, description, and owning project for the glossary and then choose **Create glossary**. 1. Optional - if you want to create a [restricted glossary](restricted-asset-classification.md), then choose **Restrict this glossary for governed term use**. And then specify the usage permission by selecting one of the following options: + All projects - give permissions to all projects in this domain + (Default) Owning project - give permissions ONLY to the owning project + Selected projects or domain units - give permission to specific projects and/or domain units 1. Enable the new glossary by choosing the **Enabled** toggle. **Note** After you create and enable a glossary, it is visible to all users in the domain. Users in other projects can search for, view, and attach the glossary's terms to their assets. Only members of the project that owns the glossary can edit or delete it. To disable or enable a business glossary, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**. 1. Select the business glossary that you want to disable or enable. 1. On the glossary details page, locate the **Enabled** toggle and use it to enable or disable your selected glossary. **Note** Disabling a glossary also disables all the terms that it contains. # Edit a business glossary in Amazon SageMaker Unified Studio Edit a business glossary In Amazon SageMaker Unified Studio, a business glossary is a collection of business terms (words) that may be associated with assets (data). It provides appropriate vocabularies with a list of business terms and their definitions for business users to ensure the same definitions are used across the organization when analyzing data. Business glossaries are created in the catalog domain and can be applied to assets and columns to help understand key characteristics of that asset or column. One or more glossary terms can be applied. A business glossary can be a flat list of terms where any term in the business glossary can be associated with a sublist of other terms. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To edit a glossary in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project with the right permissions for that domain. To edit a business glossary, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**. 1. Select the business glossary that you want to edit. 1. On the glossary details page, expand **Actions** and then choose **Edit business glossary** to edit the glossary. 1. Make your updates to the name and description, and then choose **Update glossary**. # Delete a business glossary in Amazon SageMaker Unified Studio Delete a business glossary In Amazon SageMaker Unified Studio, a business glossary is a collection of business terms (words) that may be associated with assets (data). It provides appropriate vocabularies with a list of business terms and their definitions for business users to ensure the same definitions are used across the organization when analyzing data. Business glossaries are created in the catalog domain and can be applied to assets and columns to help understand key characteristics of that asset or column. One or more glossary terms can be applied. A business glossary can be a flat list of terms where any term in the business glossary can be associated with a sublist of other terms. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To delete a glossary in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project with the right permissions for that domain. To delete a business glossary, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**. 1. Select the business glossary that you want to delete. 1. On the glossary details page, make sure the **Enabled** toggle is off, so that the glossary is disabled. 1. Expand **Actions** and then choose **Delete** to delete the glossary. **Note** You must delete all existing terms in the glossary before you can delete the glossary. 1. Confirm the deletion of the glossary by choosing **Delete**. # Create a term in a glossary in Amazon SageMaker Unified Studio Create a term in a glossary In Amazon SageMaker Unified Studio, a business glossary is a collection of business terms that may be associated with assets (data). For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete terms in a glossary in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project with the right permissions for that domain. In Amazon SageMaker Unified Studio, business glossary terms can have close descriptions. To set the context of a particular term, you can specify relationships among terms. When you define a relationship for a term, it is automatically added to the definition of the related term. The glossary term relationships available in Amazon SageMaker Unified Studio include the following: + **Is a Type of** - indicates that the current term is a type of the identified term. Indicates that the identified term is a parent to the current term. + **Has Types** - indicates that the current term is a generic term for the indicated specific term or terms. This relationship can denote child terms for the generic term. To create a new term, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**. 1. Select the glossary where you want to create the new term. 1. Choose **Create term**. 1. Specify a name and description for the term and then choose **Create term**. 1. Enable the new term by choosing the **Enabled** toggle. 1. To add a **Readme**, select the name of the term to navigate to the term details page. Then choose **Create readme** to add some additional information about this glossary. 1. To add relationships, complete the following steps: 1. Select the name of the term to navigate to the term details page. 1. If this is the first relationship added to the term, under **Terms relationships**, choose **Add terms**. If there are other terms relationships listed, under **Term Relationships**, choose **Edit**, and then choose **Add terms**. 1. In the dialog, choose the relationship and the terms you want to relate. 1. Choose **Add terms** to add the selected terms to the appropriate relationship type. This relationship is also added to all the terms you made related. # Edit a term in a glossary in Amazon SageMaker Unified Studio Edit a term in a glossary In Amazon SageMaker Unified Studio, a business glossary is a collection of business terms that may be associated with assets (data). For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete terms in a glossary in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project with the right permissions for that domain. In Amazon SageMaker Unified Studio, business glossary terms can have close descriptions. To set the context of a particular term, you can specify relationships among terms. When you define a relationship for a term, it is automatically added to the definition of the related term. The glossary term relationships available in Amazon SageMaker Unified Studio include the following: + **Is a Type of** - indicates that the current term is a type of the identified term. Indicates that the identified term is a parent to the current term. + **Has Types** - indicates that the current term is a generic term for the indicated specific term or terms. This relationship can denote child terms for the generic term. To edit a term in a glossary, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**. 1. Select the glossary that contains the term that you you want to edit. 1. Choose the name of the term to navigate to the term details page. 1. On the term details page, expand **Actions** and then choose **Edit** to edit the term. 1. Make your updates to the name and description, and then choose **Update term**. # Delete a term in a glossary in Amazon SageMaker Unified Studio Delete a term in a glossary In Amazon SageMaker Unified Studio, a business glossary is a collection of business terms that may be associated with assets (data). For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete terms in a glossary in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project with the right permissions for that domain. In Amazon SageMaker Unified Studio, business glossary terms can have close descriptions. To set the context of a particular term, you can specify relationships among terms. When you define a relationship for a term, it is automatically added to the definition of the related term. The glossary term relationships available in Amazon SageMaker Unified Studio include the following: + **Is a Type of** - indicates that the current term is a type of the identified term. Indicates that the identified term is a parent to the current term. + **Has Types** - indicates that the current term is a generic term for the indicated specific term or terms. This relationship can denote child terms for the generic term. To delete a term in a glossary, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Glossaries**. 1. Select the glossary that contains the term that you you want to delete. 1. Select the name of the term to navigate to the term details page. 1. Make sure that the **Enabled** toggle is off so that the term is disabled. 1. On the glossary term details page, expand **Actions** and then choose **Delete**. 1. Confirm the deletion of the term by choosing **Delete**. # Create a metadata form in Amazon SageMaker Unified Studio Create a metadata form In Amazon SageMaker Unified Studio, metadata forms are simple forms to augment additional business context to the asset metadata in the catalog. They serve as extensible mechanisms for data owners to enrich the asset with information that can help data users when they search and find that data. Metadata forms can also serve a mechanism to enforce consistency to all assets being published to the Amazon SageMaker Unified Studio catalog. A metadata form definition is composed of one or more field definitions, with support for boolean, date, decimal, integer, string, and business glossary field value data types. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete metadata forms in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project who has the right credentials. To create a metadata form, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Metadata forms**. 1. Choose **Create metadata form**. 1. Specify the metadata form technical name, owning project, and optional display name and description. 1. Choose **Create metadata form**. **Note** After you create a metadata form, it is visible to all users in the domain. Users in other projects can attach the metadata form to their assets to add business context. Only members of the project that owns the metadata form can edit or delete it. # Edit a metadata form in Amazon SageMaker Unified Studio Edit a metadata form In Amazon SageMaker Unified Studio, metadata forms are simple forms to augment additional business context to the asset metadata in the catalog. They serve as extensible mechanisms for data owners to enrich the asset with information that can help data users when they search and find that data. Metadata forms can also serve a mechanism to enforce consistency to all assets being published to the Amazon SageMaker Unified Studio catalog. A metadata form definition is composed of one or more field definitions, with support for boolean, date, decimal, integer, string, and business glossary field value data types. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete metadata forms in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project who has the right credentials. To edit a metadata form, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Metadata forms**. 1. Choose the name of the metadata form that you want to edit. This takes you to the metadata form details page. 1. On the metadata form details page, expand **Actions**, and then choose **Edit metadata form**. 1. Perform your updates to the name, description, and owning project. 1. Choose **Update form**. # Delete a metadata form in Amazon SageMaker Unified Studio Delete a metadata form In Amazon SageMaker Unified Studio, metadata forms are simple forms to augment additional business context to the asset metadata in the catalog. They serve as extensible mechanisms for data owners to enrich the asset with information that can help data users when they search and find that data. Metadata forms can also serve a mechanism to enforce consistency to all assets being published to the Amazon SageMaker Unified Studio catalog. A metadata form definition is composed of one or more field definitions, with support for boolean, date, decimal, integer, string, and business glossary field value data types. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete metadata forms in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project who has the right credentials. To delete a metadata form, complete the following steps: **Note** Before you can delete a metadata form, you must remove it from all asset types or assets to which it is applied. 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Metadata forms**. 1. Choose the name of the metadata form that you want to delete. This takes you to the metadata form details page. 1. If the metadata form that you want to delete is enabled, disable the metadata form by choosing the **Enabled** toggle. 1. On the metadata form's details page, expand **Actions**, and then choose **Delete**. 1. Confirm deletion by choosing **Delete**. # Create a field in a metadata form in Amazon SageMaker Unified Studio Create a field in a metadata form In Amazon SageMaker Unified Studio, metadata forms are simple forms to augment additional business context to the asset metadata in the catalog. They serve as extensible mechanisms for data owners to enrich the asset with information that can help data users when they search and find that data. Metadata forms can also serve an mechanism to enforce consistency to all assets being published to the Amazon SageMaker Unified Studio catalog. A metadata form definition is composed of one or more field definitions, with support for boolean, date, decimal, integer, string, and business glossary field value data types. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete fields in metadata forms in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project who has the right credentials. To create a field in a metadata form, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Metadata forms**. 1. Choose the name of the metadata form that you want to add a field to. This takes you to the metadata form details page. 1. On the metadata form details page, choose **Create field**. 1. Specify the field name, description, type, and whether this is a required field. Depending on the field type, you might be able to configure additional selections. 1. Choose **Create field**. # Edit a field in a metadata form in Amazon SageMaker Unified Studio Edit a field in a metadata form In Amazon SageMaker Unified Studio, metadata forms are simple forms to augment additional business context to the asset metadata in the catalog. They serve as extensible mechanisms for data owners to enrich the asset with information that can help data users when they search and find that data. Metadata forms can also serve an mechanism to enforce consistency to all assets being published to the Amazon SageMaker Unified Studio catalog. A metadata form definition is composed of one or more field definitions, with support for boolean, date, decimal, integer, string, and business glossary field value data types. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete fields in metadata forms in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project who has the right credentials. To edit a field in a metadata form, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Metadata forms**. 1. Choose the name of the metadata form that contains the field that you want to edit. This takes you to the metadata form details page. 1. On the metadata form details page, choose the field that you want to edit. 1. Expand the **Actions** menu, and then choose **Edit field**. 1. Make your updates to the field name, description, type, and whether it is a required field. Make updates to other selections if more are available with the selected field type. 1. Choose **Save**. # Delete a field in a metadata form in Amazon SageMaker Unified Studio Delete a field in a metadata form In Amazon SageMaker Unified Studio, metadata forms are simple forms to augment additional business context to the asset metadata in the catalog. They serve as extensible mechanisms for data owners to enrich the asset with information that can help data users when they search and find that data. Metadata forms can also serve an mechanism to enforce consistency to all assets being published to the Amazon SageMaker Unified Studio catalog. A metadata form definition is composed of one or more field definitions, with support for boolean, date, decimal, integer, string, and business glossary field value data types. For more information, see [Amazon SageMaker Unified Studio terminology and concepts](concepts.md). To create, edit, or delete fields in metadata forms in your Amazon SageMaker Unified Studio domain, you must be a member of the owning project who has the right credentials. To delete a field in a metadata form, complete the following steps: 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Metadata forms**. 1. Choose the name of the metadata form that contains the field that you want to delete. This takes you to the metadata form details page. 1. On the metadata form details page, choose the field that you want to delete. 1. Expand the **Actions** menu, and choose **Delete**. 1. Confirm deletion by choosing **Delete**. # Restricted asset classification Amazon SageMaker Unified Studio Restricted asset classification Restricted classification allows domain unit owners and glossary project owners to control who can apply specific classification terms to assets in the Amazon SageMaker Catalog. This feature helps maintain classification consistency and governance standards across your domain while enabling controlled workflows based on governed classification terms. Restricted classification provides the following benefits: + Governance control - maintain consistent classification standards across your entire domain + Access management - control which users can apply sensitive or restricted classification terms to the assets + Workflow enablement - build automated workflows based on governed classification terms + Clear separation - distinguish between open and restricted classification terms SageMaker catalog now separates classification terms into two categories: + Unrestricted terms - available for all users to apply to their assets + Restricted terms - only authorized users can apply these to assets they own This functionality uses the following authorization model: + Restricted glossaries can be created and managed by glossary project owners and contributors. Project owners have the ability to grant usage permissions to specific domain units as well as to other project owners and contributors. If a restricted glossary is created by a contributor, only the project owner is granted permission to use it by default. + Project owners are by default granted access to use the glossary for the assets in their projects. + Authorized users are granted permissions to use the restricted terms for their projects by adding project specific grants. + All users can filter and discover assets using restricted classification terms. When using restricted glossaries in Amazon SageMaker Unified Studio, you must abide by the following constraints: + Scope of application – restricted glossary terms are currently supported only at the asset level. Column-level terms, metadata form–level terms and data product-level terms are not currently supported. + Term relationships – restricted glossary terms cannot be related to other terms. + Glossary usage permission conversion – once created, a restricted glossary cannot be converted into a regular glossary and a regular glossary cannot be converted into a restricted glossary. ## Creating restricted classification terms As a project owner or contributor: + Navigate to the catalog governance section + [Create a new restricted classification glossary](create-maintain-business-glossary.md) + Define terms within the glossary + Set usage policies for the restricted glossary ## Applying restricted terms to assets Complete the following procedure based on the configured usage permission for the restricted glossary: **Apply restricted terms to assets** 1. Navigate to Amazon SageMaker Unified Studio using the URL from your admin and log in using your SSO or AWS credentials. 1. Navigate to the **Discover** menu in the top navigation bar. 1. Choose **Data catalog**. 1. Find the asset to which you want to assign restricted terms and on the asset's details page, choose **View inventory asset**. 1. Under **Glossary terms**, choose **Add terms**, then search for the restricted term that you want to assign to this asset, choose it, and then choose **Add term**. Once the term is successfully added, you can identify it as a restricted term by the presence of a lock icon next to its name. You can associate or disassociate up to 5 restricted terms with/from an asset at any one time.