Overview

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Learn how to export a list of terms from the Information Governance Catalog. This article assumes that the list of terms you are looking for has something in common.

Steps to Take

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1. Log into IGC using your Activity Directory credentials.
   
   
   
   
2. Click on the Queries menu located on the blue bar across the top.
   
   
   
3. Managed Queries are a list of pre-created search queries that, when clicked, will return a list of terms based on that search criteria.
   1. If your search already exists then click on the name of your managed query.
      
      
      
4. If a pre-created search query does not include what you are looking for you can create a New query.
   1. Click on New.
      
      
      
   2. IGC automatically adds the term name to your query so you do not need to add it a second time.
      1.  On the Display tab click the field you want to add
      2. Click the arrow to add it to the Displayed Properties.
         
         
         
   3. Some fields are found under a grouping.
      1. Click the + sign to open the grouping and then add the desired field to the Displayed Properties.
         
         
         
   4. When you have selected all your fields to display, click on the Criteria tab.
      1. The criteria tab limits the terms returned by your query. 
      2. If you set no criteria then all terms in the IGC will be returned.
      3. Click on the Criteria tab, then click on the down arrow.  
      4. Click on Add Condition.
         
         
         
         
         
      5. IGC will prompt you to select a field to filter on.
      6. Select the field and the filter type from the drop down list (3).
         
         
         
   5. Multiple criteria and sub-criteria can be used to filter your query.
   6. When you have added all your criteria click on Run.
      
      
      
5. The results will appear below the query.
   1. You can make changes to your Display or Criteria and then click Run to rerun the updated query.
      
      
      
      
6. You can export the query results by click on the List Options on the right side of the result. 
   1. From there you can select CSV or XLS.
      
      
      
      
7. With the correct permissions you can also Save the query.
   1. Add a Name and Description.
   2. Best practice is to add a list of the Display items, Criteria, and your username into the Description so you can see the information from the Managed Query list.
      
      
      
      
      
      
      
      
      
      
8. After you have saved your query you can go back and edit it.  
   1. Check the box next to the name of the query, then click Edit.