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View or Edit

If a Enumerations Collection is associated with a governance area, then every user with a governance role in that same area will be able to view it (at least). For any other user to view or edit assets contained in a Enumerations Collection, a manager must grant them permissions via the Enumerations Collection's utilities > Users settings (see documentation).

Instead of making changes directly to an asset collection, you can start a Workflow

Note that different workflows that process changes to a Enumerations Collection can have their own permission-profile settings (for background, see Workflows: Rights Entailed by Permission Profiles).


Edits made directly in an asset collection are visible to all other collections that include it and to any workflows. In contrast, edits made as part of a workflow are only visible within the working copy managed by the workflow until and unless workflow changes are committed.

The view shown when an asset collection is selected, depends on a type of collection:

  • For taxonomies and ontologies, users will see a hierarchical tree of either concepts or classes
  • For most other asset collections, the primary view is a table, although configurable tree views are available as well
    • In each case, a specific asset type will be pre-selected for display
    • Users can narrow or, sometimes, broaden the selection by using the drop-down Asset Type field or the Asset Type Navigator dialog
  • Crosswalks and Content Tagsets have view and edit pages that have been specialized for these collections

Tabular Editor

Enumerations use a tabular editor to view, search, and edit enumeration subclasses and their values and property value selector (PVS) definitions.

Whereas most EDG editor tables list instances, this one lists enumeration subclasses. For each enumeration subclass, its value instances are listed in its detail pane, in a Values table that allows editors to create and modify the enumeration's values and their properties.

Table View

The tabular editor shows three vertical panes: a central table, listing enumerations and PVSs, and two collapsible panes, showing search (left) and details of the values (right). The left and right panes can each be collapsed/expanded by clicking the cross-hatched control section in the center of the vertical separator/border column.

click to enlarge

The left pane specifies filters or searches that determine the subset of class instances showing in the central table. The right pane shows details of the central table's (last) selected item.

The editor always reflects the structure of the selected class in the "Go to:" drop-down list of the page header, upper right.

The right side of the upper header bar has a view toggle button, which switches the table view to a hierarchy view:

Hierarchy View 

The tabular editor can also show a hierarchy view, which has two vertical panes. The left pane shows a tree of the Enumerations Collection's resources, and the right pane shows the details of the tree's selected item. The left-pane tree's hierarchy is structured according to a selected property (or inverse property) with the editor's selected class as its domain (or range). The following example shows the hierarchy view of the "has border with" property from a Reference Dataset's Country class. A hierarchy shows up to 1000 nodes. The star button  saves the currently selected property as the default hierarchy for all users.

Again in the right header bar, the view toggle button allows switching back to the table view:

Viewing and Editing Information about an Asset

Information about selected asset is shown in a form, with fields organized into groups. To get to the details form, double click a row or select a row and click the details button. 

Form View Options

Create and View Tasks

If enabled, Tasks button shows a number of tasks already associated with a resource. It lets you view these tasks and create new tasks.

Create and View Comments

If enabled, Comments button shows a number of comments already associated with a resource. It lets you view these comments and create new comments.

Switching Resource View

The drop-down button to the left of Show/Hide Properties will let you switch to a different view on the selected resource, if a different view is available. For example, EDG users may create an abridged view for subject matter experts that only shows some properties while the full view will show all properties. The form will present a default view for your role, but let you switch to other views.

Show/Hide Properties

When selecting Hide Properties button above, the details form below will only show properties that have data values. The button will then flip to Show Properties to put it back to seeing all available properties and sections in the form. This option will be remembered next time you enter the form. 

Property Descriptions

Selecting the "Display descriptions of the properties" button will show a description underneath each property on the form. 

Display Form Sections as Tabs

Selecting "Display form sections as tabs" button above will convert the form view to separate each section into it's own tab.

Checking data quality via Problems and Suggestions

When the Show Problems and Suggestions button  at the top of the form is selected, form will display any issues that are found with the selected resource together with suggestions on how to fix them. It will also display some additional facts TopBraid EDG finds with some degree of certainty - for example it may suggest a connection between a data element and a business term. You can then accept the suggestion or ignore it. When the Show Problems and Suggestions button  is de-selected, checking of values and making suggestions will happen only when information is modified and saved or when a user decides to run Problems and Suggestions report for the entire collection. This setting acts across all of the user's collections.

Show History

The Show History checkbox at the top of the form toggles the display of all saved changes made to the asset since it was first created. It lets you to undo or "revert" the changes back to what they were previously.

 

Find similar...

The Find similar... (plus) button at the top of the form page.

It takes the current instance as a "template" allows users to select which properties they want to match against. For example, "find every other city that is in Germany" when you have Berlin selected.

The results page shows applied filters and entities matching the filtering.

Editing Information about an Asset

This section describes how you can change information about an asset. If you have Editor privileges for a collection, you can perform edits directly in it. All changes will be immediately visible to all users. Alternatively, you can start a workflow and take changes through the review and approval process. These changes are only available in the context of your workflow.

Start Workflow button is available from the form as well as from other EDG pages. 

#IF-NOT ONTO

Editing in the Table

You can edit directly in the table by clicking on the pencil icon displayed when mousing over cell values. After making changes, click on the green checkbox  icon.  This option is not available for ontologies.

Another option for making changes directly from the table is available under More > Batch Edit. It requires selecting multiple rows to modify.

#ENDIF

Editing using the Form

The most convenient and comprehensive way to edit is by using asset's form. The default viewing mode for the form shows only the properties of an Asset that currently have values. You can use Show/Hide Properties toggle button to also show properties that have no values - as shown below.

 

Users with sufficient permissions can edit information in two ways: (1) per individual property via the pencil icon  that pops up as the cursor moves over a property; (2) all information on the form by pressing the Edit button  at the top of the page. 

Clicking a property's popup pencil icon  lets you edit "inline" values of that property. Note that inline editing is only for direct properties, not for nested ones.

The Edit-button  opens all properties for editing. It will respect Show/Hide Properties option and depending on selection can open for edit only populated fields or all fields. 

The Edit-button mode also lets you log a message with the saved changes. The log message is saved with the history of the change and can be seen from the change history report as a comment and also at the inline change when selecting show history in the form.

NOTE: When finished with Edit mode, be sure to click either the Save Changes or the Cancel button.

When entering a value for a relationship, you have the following options:

  1. Start typing the name of the related resource and pick it from the auto-complete list
  2. Use Select using search dialog ... This is useful if you are not sure what laters the related resource's name starts with. As shown below, clicking on this option opens the search panel where you can use all the search functionality to find a resource you want to connect to.
  3. Use Create new ... This will open the Create dialog. It will create a new resource and connect to it.




If a property value is inferred, it will not be editable, unless the inference is only set to calculate default values which can be overwritten by edits. If property values can't be edited, you will not see the pencil icon and it will not be opened for editing after you click Edit button.

If a property value comes from an included asset collection, you will not be able to delete or modify it. You will, however, be able to add new values. The exception to this is when a property can have only one value. Then, since you can't modify existing value, you will not be able to perform any edit operations.

Editing using the Source Code panel

You may see a button to display the Source Code panel. This button is positioned on the right of a form when a form is displayed full width - without the tree component on the left.

If you do not see the source code, it means that your EDG administrator disabled it server-wide or it is disabled for your governance role.

Source Code shows RDF serialization of asset's information. 


You can edit the source code directly and press Save Changes after making changes. This is a low level operation that should only be performed if, for some reasons, you can't make changes in the form. And only by technical users comfortable with modifying RDF. Doing this is rarely necessary.

Deleting Assets

To complete remove a resource, you can select a Delete button from the results table or from the form.

You will be given a confirmation message before proceeding with the delete.

Displaying Relationships with NeighborGram and UML-like Diagrams

One can visually browse a resource's relationships to other resources (classes and instances) in an interactive graphical view called a NeighborGramTM. To launch this view from a resource's details pane, select the visualization button  and select the Display NeighborGramTM... item. The views opens in a new browser tab.

 When a resource node has over 10 different relationships, they will be shown in groups that are "pageable" via a selector with arrows and a counter. Selecting a node shows popup controls for making it the central resource, configuring links, or expanding links.

The form in the right pane shows details of the central resource. When that resource is a class or a node shape, the form shows a Class Diagram section which contains several subsection links with the diagram options. Selecting a subsection link opens a nested form showing the resources associations in a UML-like diagram.

JIRA Launch-in-Context

If the JIRA LiC feature has been configured by an administrator, then for each asset collection, a manager can set an associated project-key string via Manage > JIRA Project Key (see documentation). Then, when the collection's editors are simultaneously logged into JIRA, they can launch from editor resources into related JIRA searches and new items in the collection's corresponding JIRA project. On a selected resource, use the gear button  in the details pane to select any of the following: Create JIRA Issue, Search URI on JIRA, or Search label on JIRA. The two searches will open (as browser popups) JIRA pages that search on the indicated resource string (URI or label). The create option will open the start of a new JIRA item. Note that if the browser is not logged into JIRA (or if the administered JIRA settings fail), then the launches can result in a Server Interaction Error.


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