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Manage categories (Watson Knowledge Catalog)

Categories organize governance artifacts. You can manage categories if you have the Manage governance categories permission and the Manage governance artifacts permission.

Managing categories includes these tasks:

Creating a category

Category names cannot contain the >> characters because they are used to specify the hierarchy path, for example, primary category » subcategory.

To create a top-level category, choose Organize > Data and AI governance > Categories, then click Create category. Add a name and optional description and click Save.

To create a subcategory, open an existing category and click Create category. Add a name and optional description and click Save. If you want to create multiple subcategories under one category, you must go back to the main category each time to create the subcategory. For example, you want to create the two subcategories A and B under category C: From category C you create subcategory A, go back to category C, and from there create subcategory B.

After you create a category, you can rename it by selecting Rename from the action menu next to the category name.

The [uncategorized] category cannot be renamed, have a parent category, have subcategories, or be used as secondary category for governance artifacts. The [uncategorized] category can be only a primary category for governance artifacts.

Deleting a category

Before you can delete a category, you must delete or move all the primary artifacts from the category and from its subcategories. Deleting a category also deletes its subcategories. You can’t delete the [uncategorized] category. To delete a category, open it and select Delete from the action menu next to its name.

Managing the primary category of an artifact

You can add a primary category to a draft version of an artifact. Before you assign a primary category, the [uncategoried] category is the default primary category.

To add or change a primary category for an artifact, open the draft artifact, click the pencil icon next to Primary category, select the primary category, and click Save.

Managing secondary categories for artifacts

You can add secondary categories to either draft or published artifacts. To add one or more secondary categories to an artifact, go to the artifact’s detail page and click the plus icon next to Secondary categories. Select one or more categories and click Save.

To remove a secondary category from a draft or published artifact, open the artifact and click Remove from the menu next to the secondary category name.

You can add one or more secondary artifacts of a specified artifact type to a category. To add one or more secondary artifacts to a category, open the category and click Add to category. Select the artifact type, and then select one or more artifacts and click OK.

To remove a secondary artifact from a category, open the category and click Remove from the menu next to the secondary artifact name.

Adding governance artifacts to a category

You can add governance artifacts to your category and select which types of artifacts to view.

Importing and exporting categories and artifacts

Categories are imported when you import artifacts from a file that is in CSV format. To import categories or other governance artifacts, you need the Manage governance artifacts permission. See Importing governance artifacts.

You can also export one type of artifact at a time from a category to a file that is in CSV (comma-separated value) format. You can modify this file outside of the catalog and later import it. Only artifacts with a primary relationship to the category or its subcategories are exported.

To export governance artifacts from categories, you must have the View governance artifacts permission or the Manage governance artifacts permission. See Exporting artifacts from a category.

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