About this demo
This resource provides best practices and examples for implementing custom metadata and tags in Atlan, empowering teams to enrich data assets with flexible, business-specific context. By leveraging these features, organizations can improve governance, strengthen security, streamline discovery, and align data management with real-world workflows.
The section on custom metadata explains when to use it and outlines its advantages, such as grouping related metadata, creating badges, restricting visibility to relevant domains, and supporting more advanced customization. Examples include completeness scoring systems (page 3), ownership roles (page 4), embedded access request links (page 5), service-level agreements (page 6), business-specific filters (page 7), refresh cadence indicators (page 8), and metric math documentation (page 9). These practices improve transparency, make accountability clear, and give business and technical users confidence in the data.
The section on tags explores scenarios where tags are most effective, such as access control, lineage propagation, and syncing with external platforms like Snowflake and Databricks (page 14). Practical examples highlight tagging for sensitivity levels (page 15), staging stages (page 16), synced warehouse tags (page 17), enrichment initiatives (page 18), internal vs. external use delineation (page 19), and access control policies (page 20). Tags provide fast, visual signals that make data easier to govern, secure, and discover.
Together, custom metadata and tags create a powerful, flexible framework for data governance and discovery. By tailoring these tools to business needs—whether highlighting compliance requirements, surfacing business context, or enabling secure access—organizations can scale governance efforts, improve user trust, and enhance collaboration across teams.