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Once you create a Collection, you create instances to fill out the collection. You can then link those instances to Data Items manually or via rules.

Instances are items that make up a collection. They can be Terms in a Glossary Collection, Critical Data Elements in a Governance Collection, or Source Systems in a Data Management Collection.

In the above example, Instance 1 is Columns and the two data items linked to it are Customer Name and Interest Rate

This function is currently restricted to Data Governance Managers and Data Managers


How to Create an Instance

  • Select (blue star) Platform Settings in the side bar

  • In the pop-out side panel click on Collections

  • Click on a (Non automated) Collection from the list. This takes you to the Collection page.

  • Click Add Instance

  • Complete the form and click Add

  • Link your data asset to the new instances you’ve just created. There are two ways you can link your data items.

Option 1: Click on Link on the Instance page

Option 2: Share the load and ask the team to help add the collection through the data item’s profile page by clicking + Add

If your team can’t find the collection review the collections settings to ensure the data item type is eligible to be linked

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