Create, import, and maintain basic standards

Basic standards combine business definitions, technical requirements, and management information for metadata columns. Agree on definitions before publication, mapping, and validation.

Maintain classification folders

In Data Standards > Basic Standards, open the folder ... menu:

• View shows name, order, and description.
• Add creates a child folder with name, description, and order.
• Edit changes these properties; order affects sorting.
• Delete requires no standards or child folders.

Create a standard

1. Select a folder and click New.
2. Complete standard, business, technical, and management information.
3. Align code, definition, type, length, and value domain. See Domain standards for reusable definitions.
4. Click OK to save or Cancel to discard.
5. Verify status and follow the Publication workflow.

Complete the form

Define meaning before technical constraints. Asterisks indicate required fields; the current form determines validation.

Group	Fields	Guidance
Standard	Subject classification	Use the correct folder rather than retaining all definitions in a default
Standard	Code	Unique identifier also used to match imports; do not reuse another standard's code
Standard	Chinese/English names, abbreviation	Consistent full names and abbreviations; a short name is not a definition
Business	Definition	Meaning, scope, and boundaries beyond the name
Business	Referenced codes	Existing code values with verified meanings
Business	Business rules	Value, calculation, or use constraints; this text does not create technical quality rules
Business	Source, synonyms	Definition authority and searchable aliases
Business	Related standards, authoritative system	Verified associations and source of authority
Business	Documents	Supporting documents specific to the definition
Management	Business definition department, technical department	Separate semantic and technical responsibilities
Technical	Use domain type	Reuse Domain constraints where appropriate
Technical	Information type, data type, length, precision, format, non-null	Derive from requirements rather than copying an arbitrary source column

The verified form requires classification, code, Chinese name, English name, abbreviation, definition, business definition department, and data type. Automatic code generation depends on configuration. If unavailable, follow organizational coding rules.

For example, define customer statuses and their meaning, associate code values, then check type, length, and nullability. This is an authoring example, not a preinstalled standard.

Find standards

Combine name, code, status, definition department, and publication date, then Search. Use Reset to clear filters and More Filters for custom properties and tags. Names support discovery; codes identify objects. Recheck filters and selections before export, publication, or changes.

Import in bulk

1. Download the template from More > Import and read its Instructions sheet.
2. Complete codes, subjects, and other fields without changing structure.
3. Check duplicate codes. Matching codes identify existing standards: identical content is skipped; differences are processed as updates.
4. Select the resulting status and file. Status affects review; imports do not replace required approval.
5. Review progress and failures and correct rejected rows.
6. Verify added, updated, and skipped objects, especially existing codes.

Test a few records to verify update behavior before bulk processing.

Export and delete

Use More > Export, or select rows and Export Selected. Deprecation retains the object with a changed status. Deletion removes it irreversibly. Only standards Awaiting Review can be deleted.

View references and subscriptions

Use Referenced Codes for values and Reference Information for columns and documents, including unbinding where needed. Knowledge Graph shows tags, columns, systems, and other associations.

Subscribe to published standards from the list or details, then view Personal Workspace > My Subscriptions. Subscribing does not change publication status.

Troubleshoot

Issue	Action
Cannot delete folder	Check standards and children
Import updates instead of adds	Check matching codes
Import fails	Correct reported template errors without changing columns
Cannot delete standard	Check status; use change/deprecation for published objects
Standard exists but no mapping	Map columns or review intelligent matching candidates