Aristotle Metadata Registry help documentation
  • Welcome to the Aristotle Metadata Knowledge Base
  • Finding and Viewing Metadata
    • Search
      • Using omnisearch to find registry content
      • Using advanced search filters to find registry content
        • Advanced Search: Help
    • Browsing the registry
    • Item page breakdown
    • Searching for Alternate Names in the Search Bar
    • Viewing related items and graphs
    • Compare different versions of a metadata item
    • Bulk actions
    • Downloading Content
    • Generating an API token
  • Personalisation
    • Navigation Choices on 'My Dashboard'
    • Managing your account
    • How to reset your password
    • Invite/Reset Password Link Is expired
    • How to set up multi factor authentication
    • Roles in the registry
    • Viewing your roles
    • Favouriting and tagging content
    • Notifications
  • Creating and Editing
    • My sandbox
    • Metadata Toolbox
    • Creating metadata items
      • Creating a data element or data element concept
      • Creating a metadata item with a single item creation wizard
    • Editing content
    • Cloning
    • Deleting metadata items
    • Restore Deleted Content
    • How to create and link quality statements
    • How to create and link glossary items
    • How to record data lineage
    • How to add alternative names to a metadata item
    • How to move individual and bulk metadata into a collection
    • Upload Metadata Using Bulk Import Feature
    • HTML Sanitization
    • Version Control - Supersede
    • Classifications
    • How to link Quality statement to an Indicator?
    • Dataset Grouping
    • Property Groups
      • How to Create Property Groups In Aristotle Registry?
    • Object Class Specialisation
      • How to create an object class specialisation
  • Collaborating within the registry
    • Aristotle Help
    • How to add content to workgroups
    • Reviews
    • Aristotle metadata community
    • How to create Collections and Sub Collections
    • Issues and Change Requests
      • Creating an issue label
      • Creating an issue
      • Viewing all issues
      • Proposing a change request
    • Metadata History: Comparing change logs
  • Registration Authorities
    • Creating and editing registration authorities
      • Validation Rules
        • Setting validation rules
          • Writing validation rules
    • Directly endorsing metadata items
    • Managing members of a registration authority
  • Administrator Tasks
    • Managing user accounts
    • Creating and maintaining a Stewardship Organization
    • Creating and managing workgroups
    • Managing and adding members to a workgroup
    • Add a user to Multiple Stewardship Organizations and Workgroups
    • Creating and editing namespaces and identifiers
      • Configuring manually triggered incremental identifiers
      • Configuring automatically triggered incremental identifiers
    • Deactivating a user account
    • View CRUD (Create, Read, Update and Delete) Changes
    • View deleted items using query string
    • Contact Form
    • Custom Item Templates
      • Creating and editing custom item templates
        • Creating and editing sub-pages
      • Creating metadata items using custom item templates
    • Task Runner
      • Resolving issues with the search function using reindex
      • Populating help pages using load help
      • Resolving issues with item visibility by recaching visibility
      • Viewing all recent and historical task runner information
    • Aristotle Cloud Settings Editor
      • Adjusting visual settings
      • Adding and deleting header and footer links
      • Adjusting general registry settings
      • Adjusting metadata and functionality extensions
      • Making workgroup changes
      • Toggling summary statistics
      • Adjusting separator options
      • Adjusting download options
      • Adjusting translation options
      • Adjusting search options
      • Adjusting spam detection options
    • Registry Customisation in Cloud Settings
    • Custom Domains
      • Requesting a custom domain
      • Setting up a custom domain
  • Registry configuration
    • How to customise a registry
    • Enabling self sign-up
    • Adjusting privacy mode settings
    • Adding a custom login message
    • Homepage Editor
      • Creating a custom homepage using the HTML editor
      • Creating a custom homepage using the safe editor
    • Adding custom HTML to the header and footer of the registry
    • Simple customisation of Header, Body, and Footer
    • Content policies
    • Adding custom fields
      • Custom Field: Structured Data (Json) Type
  • Stewardship Tasks
    • Collection publication and permissions
    • Publishing metadata
    • Creating and managing registration authorities
    • How to add members to a stewardship organisation
    • How to create alternative name types
    • Metadata Report Builder
    • Reference Document Uploads to the Registry
    • Linking reference documents to metadata items
    • Remove Metadata from Workgroup
    • Organisation Records
      • Creating, managing and deleting an organisation record
      • Linking an organisation record to a metadata item
  • Subject Matter and Theory
    • What is metadata?
    • Data Dictionary
    • ISO/IEC 11179 data element representation
    • Bulk Import
    • Data Lineage
    • MAST(Metadata Analysis Standards Teamwork) Methodology and IDEAL Framework
      • Aristotle metadata user guides
  • Special features
    • Generating a Business Information Model using the Visualization Tool
    • Registering an app with the app store
    • Metadata Merger Tool
      • How to set up rules in the merger tool?
    • Federation
      • How do I federate content from another Aristotle Metadata Registry?
  • Geospatial Information
  • Checking for duplicates in the registry
  • Custom Field Bulk Uploader
    • Uploading structured data (JSON) custom fields
    • Bulk Importing Alternative names and Identifiers
  • System Users
  • Single Sign On
    • How to invite and update permissions of Aristotle Metadata staff on a client registry
  • Tablion - Data request portal
    • How to Extract Datasets from the Aristotle Metadata Registry into Tablion
  • Data Inventory View
  • Accessing the Aristotle Metadata Academy
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  • Steps to execute metadata merging:
  • Before executing merging:
  • After Merging
  1. Special features
  2. Metadata Merger Tool

How to set up rules in the merger tool?

PreviousMetadata Merger ToolNextFederation

Last updated 6 months ago

Merger tool is a powerful tool and is used when there is a duplicate metadata, or you think that some metadata is talking about the same data, and you want to merge it into one.

Steps to execute metadata merging:

  1. Click ‘Toolbox’, either from the left side panel or from the profile dropdown.

  2. Scroll down and click on the ‘Go to Metadata merge tool’.

  3. To perform merging, create a merge rule by clicking on ‘New merge rule’.

  4. On this page, select the metadata type you want to merge. Start writing the name of the metadata, for example, object class, and the dropdown will show the results, select the metadata name from the dropdown.

  5. Select source metadata to merge, click in the text box, you will see all the existing object classes in the dropdown. You can also type the id of the object class or name; the dropdown will filter the metadata based on your search.

  6. You can select multiple source metadata to merge, but only one target metadata.

  7. Click on ‘Preview changes’ to see the changes.

  8. Click on ‘Save merge rules’.

  9. This page gives you the summary about the changes your rule will make in the system.

    If you want to execute the rule, click on ‘Execute merge’, if not, just leave it, the rule is created and is saved in the registry. You can come back anytime to execute it.

  10. Once executed, you will see the ‘Merged completed successfully’ message on the page.

  11. Now, if you click on the source metadata link, it will show a message saying, the item has been merged into ‘Person’.

  12. There is an awesome feature in the metadata merge tool to undo the merge at any time. Go back to the toolbox, you will see all the merge rules you have added. Click on the one, you want to undo/execute.

    Voila, you can see the undo merge button, click on it to revert the changes.

    It will show a message ‘Undo performed successfully’

Before executing merging:

Customer object class looks like below and is implemented in 20 data elements and 20 data element concepts.

If you’ll click on the ‘Data Elements implementing this object class’, it will show the 20 data elements using ‘Customer’ as an object class.

For better understanding, let’s click on the first one ‘Customer: Age – Text’. It looks like the below:

Person object class looks like below and is not implemented in any data element or data element concept.

Let’s see what happens to the customer linkages if it is merged with Person.

After Merging

The Customer object class shows a message that the item has been merged into another item. Also, earlier customer was implemented in 20 Data elements and 20 data elements concepts, which has now been moved to Person object class.

Also, in the Customer Data element, Customer object class has now been replaced with Person and the change is reflected in the Data Element Concept as well as in Data Element.