Editing asset properties in a catalog

You can edit asset properties to enrich the information about the asset, regardless of whether the asset is custom or predefined. For example, you can add business terms to an asset, change its owner, or edit the asset name.

Required permissions

To edit asset properties, you must have the following roles and permissions:

  • Admin or Editor role in the catalog.
  • The Asset owner or Asset editor role.

Some properties require other permissions to edit. The following table shows the asset property tasks that you can complete depending on your catalog role.

Permission Tasks
Admin + asset owner or editor All tasks
Admin All tasks, except managing private assets
Editor + asset owner or editor All tasks
Editor Modify tags, edit your reviews, and edit connections that you created
Viewer Edit your reviews and connections that you created

Procedure

To edit an asset property, locate the asset in the catalog, and open it to view its properties. The asset properties are available in the side pane and in the page tabs. The following image shows the properties that you can edit in the Overview page and the side pane.

Screen capture that shows that the asset name, description, asset owner, privacy, format, and tags can be edited from the asset overview page

Use the following table to find and edit the properties that you want to change.

Editable property How to edit Required conditions
Name Click the Edit icon edit icon next to the asset name. Admin
Editor + asset owner or editor
Description In the side pane, click the Edit icon edit icon next to the asset description. Admin
Editor + asset owner or editor
Asset owner In the side pane, click the Edit icon edit icon next to Asset owner. Admin
Editor + asset owner or editor
Asset access In the side pane, click the Edit icon edit icon next to Privacy. See Controlling access to an asset in a catalog. Public assets:
Admin
Editor + asset owner or editor
Private assets: Asset owner or editor
Format In the side pane, click the Edit icon edit icon next to the asset format. Admin
Editor + asset owner or editor
Personal connection details To modify your own credentials, click the name of the connection under Source in the side pane.
To add a connection, open the Asset page. See Adding a connection asset to a catalog.
Any role
Tags In the side pane, click the Add (+) or (-) Remove icon next to the tag. When the asset is affected by a data protection rule, an editor must be an asset owner or editor.
Governance artifacts In the Overview page, add or delete classifications, business terms, and data classes by using the Add (+) or Remove (-) icons. Admin + asset owner or editor
Editor + asset owner or editor
Asset relationships In the Overview page, scroll to the Related items section. To add a relationship, click Add assets. See Adding asset relationships.
To remove a relationship, click the Remove (-) icon next to the relationship.
Admin
Editor + asset owner or editor
Column properties In the Overview page, click a column row. In the side pane, edit the column properties in the Details tab and manage Governance artifacts in the Governance tab. Admin
Editor + asset owner or editor
Ratings and reviews In the Review page, edit or remove your own reviews. Any role
Feature group (beta) In the Feature group page, add, edit, or remove a feature. See Managing feature groups. Admin
Editor + asset owner or editor

Editing asset properties with APIs

You can use the Data and AI Common Core API to edit the properties of a singular asset or multiple assets.

To edit the properties of a singular asset:

To edit asset properties in bulk:

You can use the assetframe-lib Python library (beta) to edit feature group information for data assets. See Managing feature groups with assetframe-lib for Python (beta).

Learn more

Parent topic: Catalog assets