Asset rules

An asset rule adds glossary terms and links to every asset that matches a search, and keeps doing it as the catalog changes. Assets that stop matching lose them again, so "every finance table links to the payments runbook" stays true without anyone maintaining it.

Create a rule

1. Open Asset rules in the sidebar and select Create asset rule.
2. Enter a Name and, if it helps, a Description.
3. Under Which assets, write the search, or select Build query to pick fields. Assets that match lists what the rule will reach as you type.
4. Under What to add, add links (a title and a URL) and Glossary terms.
5. Select Create asset rule.

A rule that links a runbook to everything tagged finance:

The search uses the query language, the same as Discover. For example:

• @type: "table" matches every table.
• @provider: "PostgreSQL" matches everything discovered from PostgreSQL. Values match as stored, so use the provider name exactly as the catalog shows it.
• @tag: "gdpr" matches every asset tagged gdpr.
• @metadata.owner: "Payments" matches assets whose owner metadata field names that team.

How rules are applied

A rule's terms appear under What it means on each matching asset, marked as applied by a rule, and its links appear with the asset's other links. When several rules match the same asset, it gets everything they add.

Marmot applies rules when assets are added and every 30 minutes. Turning off Apply this rule keeps the rule's settings but adds nothing until you turn it on again.

Manage rules

Asset rules lists every rule with what it matches, what it adds and how many assets it reaches, with a switch to turn each one on or off:

Select a rule to edit it, see the assets it matches or delete it.

Next steps

• Glossary: the terms a rule can add.
• Data products: group matching assets instead of enriching them.