Tamr Documentation

Creating a Project

Create a project, specifying its name, type and (optionally) external id properties.

Project Properties

Type (required): One of Categorization, Mastering, Golden Records, Schema Mapping, or Enrichment. If you are creating an enrichment project, see Creating an Enrichment Project for instructions.

Name (required): A project's name must be unique.

Note: Avoid using special characters in project names. Project names that include the characters ?, #, or % can cause errors later in the project workflow.

External Id: A unique project ID by which to reference the project from an external client, such as Tamr Python Client.

On project creation, the external ID defaults to a generated unique value. You can later update the external ID using the project API (Update a Project).

Create a Project

To create a project:

  1. Navigate to the homepage.
  2. Choose Create New Project, and then choose a project type.
  3. In the Project Name text box, enter the project name.
    Note: Avoid using special characters in project names. Project names that include the characters ?, #, or % can cause errors later in the project workflow.
  4. (Optional) Further configure your project:
  • All project types have a Description field which can be used to provide more details about your project.
  • Mastering and categorization projects have an Enable Transformations checkbox. If selected, a Unified Dataset page for transforming data is included in the project.
  • Categorization projects have a field to input the type of data you are categorizing. Common values include "parts", "products", or "transactions". Tamr uses this value to customize the UI.
  • Mastering projects have a field to input the type of data you are mastering. Common values include "suppliers", "customers", or "employees". Tamr uses this value to customize the UI. There is also a field to customize what potential duplicates are called. Most commonly these are called "pairs".
  1. Select Create.
  • If you are creating a golden records project, select the mastering project with the record clusters that you want to group into golden records.
  1. To ensure that users in your group have access to this project, attach a policy to it.
Creating a mastering project on the Projects pageCreating a mastering project on the Projects page

Creating a mastering project on the Projects page

Updated 6 months ago



Creating a Project


Create a project, specifying its name, type and (optionally) external id properties.

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