Reviewing and Maintaining Terms

Overview

You can review and maintain SAS Business Data Network by using the tools included in the SAS Business Data Network main window. Perform the following tasks:

Review Terms

You can quickly review your terms in the All Terms list at the top of the screen.
A portion of an All Terms list is shown in the following display:
All Terms List
All Terms List
You can filter and search this list with the Filter and Search buttons in the pane on the left side of the window. You can click a tag in the pane to constrain the list to items associated with the tag.
Also, you can select a term in the list and review its property tabs at the bottom of the screen.
The Identification tab for the term Warehouse Facility is shown in the following display:
Identification Tab
Identification Tab
For information about the content of the tabs, see the SAS Business Data Network main window Help. The History tab displays a list that documents when the term was created and modified. Each change is listed as a version. You can select a version and click Restore to return to the selected version. For example, if you added an associated item to a term in version 2, you can select version 1. Then you can click Restore to return to the version of the term without the added associated item.
Notes and contacts, hierarchy information, related terms, and tags are added to the term and remain there until removed. They are not related to versions and are not removed if a previous version is restored.

Add Notes and Contacts to the Term

Click the Notes and Contacts tab for a term in the All Terms list to add notes and contacts to the term. You can click the Action button for contacts to manage a term's contacts. You can also send a message to all of the contacts in the contacts list or turn your term notifications on or off.
The following display shows a contacts notification message:
Notify All Contacts Window
Notify All Contacts Window
This notification can be sent only to contacts defined with an email address.
The Notes and Contacts and History tabs are not used to define terms.

Maintain Terms

Overview

You can use the options under the Action button and the buttons on the toolbar to maintain the terms in SAS Business Data Network. Perform the following tasks:

Create a Tag and Add It to Terms

You can add a tag to the list that is displayed in the SAS Business Data Network main window. You can also associate this tag with any other term in SAS Business Data Network. When you click the tag, only the tagged terms are displayed in the terms list.
To add a tag to a term:
  1. Click Tags in the toolbar.
  2. Enter the name of the tag in the Name field. For example, you can create a tag named Logistics.
  3. Click OK to create the new tag.
  4. Verify that the new tag is added to the tags in the left pane of the SAS Business Data Network main window.
You can also select a tag. Then, you can click the Action button in the pane on the left of the SAS Business Data Network main window to perform the following maintenance functions on the tag:
  • Rename the selected tag
  • Delete the selected tag
  • Add terms to the selected tag
  • Open SAS Lineage for a tag
You can use the following methods to add terms to a selected tag:
  • Select the terms that you want to add in the terms list and drag and drop them onto the desired tag in the left pane of the riser. For example, you can select the Warehouse Facility term and drop it onto the Logistics tag. The terms are then added to the tag.
  • Click the Action button above the tags in the left pane. This method is useful when you need to see a listing of all the available terms when you add terms to a tag. You can search and filter the full list in the dialog box before you make your selection.

Change the Parent of a Term

You can change the parent of a term to move it to a different position in the terms hierarchy.
To change the parent of a term:
  1. Select one or more terms that you want to move from the terms list.
  2. Click the Action button above the list and click Change Parent in the pop-up menu.
  3. Make sure that the Select a parent option is selected in the Select Parent window. You can select the No parent option if you want the term to reside at the top level of the terms hierarchy.
  4. Navigate to the term that you want to select as the new parent. You can use search, filter, and tagging functions to reduce the number of terms displayed in the Terms field. For example, you can select the term Warehouse Facility as the new parent for Loading Dock. Then, click OK to save the change. The term Loading Dock has moved from under Logistics to under Warehouse Facility.
You can also select one or more terms in the terms list and drag them onto another term in the list. The dragged terms become child terms of the term that you drop them onto.

Save a PDF Report for a Term

You can save a PDF report that contains summarized information about a selected term. Select a term and click Save as PDF Report in the Action button pop-up menu above the terms list. Only western European characters are displayed properly in the output of a PDF report.
The Format Report window enables you to select from the following report sections:
  • Attributes
  • Hierarchy
  • Associated Items
  • Contacts
  • Notes
  • History
Select sections here and a destination in the next dialog box.
A portion of the output is shown in the following display:
PDF Output
PDF Output

Perform General Term Maintenance

A group of term maintenance functions are displayed among the options in the pop-up menu that is displayed when you click the Action button.
The following functions are available:
Unlock
Removes the lock on a selected term that is locked to the current user.
Rename Term
Enables you to change the name of the selected term.
Duplicate Term
Enables you to duplicate the selected term.
Delete Term
Marks one or more selected terms from SAS Business Data Network for deletion.