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newSchoolWorks.com › VoTechWorks › Technology & Design › Data Management / Database Administration › Data Governance & Quality › Lesson 2
TEC-DATA86-07 · Lesson 2 · 11 clock hours · demo

Data Policies, Standards, and the Data Dictionary

Objective. Students will draft a data governance policy document and build a data dictionary for a sample operational database using a spreadsheet and a PostgreSQL information_schema query.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by an industry-certified professional or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

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What Is a Data Policy?

A data policy is a formal, written statement that declares how an organization creates, stores, uses, protects, and disposes of its data. Policies set the what and why—they do not usually explain step-by-step procedures. For example, a policy might state: "All personally identifiable information (PII) must be classified as Confidential and encrypted at rest." The supporting procedure document would then explain which encryption algorithm to use and who configures it.

Data policies are a cornerstone of data governance. Without them, different departments apply inconsistent rules, data quality degrades, and the organization faces compliance risk. Common policy categories include data classification, data retention, data access control, and data quality standards.

What Is a Data Standard?

A data standard defines the specific, agreed-upon format, code set, or naming convention that data must follow. Where a policy says "addresses must be stored in a consistent format," the standard says exactly which format—for example, using USPS address formats with a two-letter state abbreviation stored in a CHAR(2) column. Standards make it possible for systems to exchange data reliably and for queries to return meaningful results.

Data standards are maintained by a data steward or a data governance committee. The DAMA Data Management Body of Knowledge (DMBOK) describes data standards as a key output of the Data Governance function and an input to every other data management discipline.

What Is a Data Dictionary?

A data dictionary (sometimes called a business glossary when focused on meaning rather than technical structure) is a centralized reference document that describes every data element in a system. For each column in a database, the dictionary typically records:

A complete data dictionary bridges the gap between IT and business stakeholders. A developer reading the schema knows a column is called `cust_dob`; the dictionary tells them it is "Customer Date of Birth," classified as PII, owned by the Customer Services Manager, and formatted as ISO 8601 (YYYY-MM-DD).

Auto-Generating a First Draft with PostgreSQL information_schema

PostgreSQL stores metadata about every table, column, and constraint in a system catalog called `information_schema`. You can query it with ordinary SQL. Two especially useful views are:

Querying these views gives you an instant structural skeleton for your data dictionary. It saves significant time compared to reading every CREATE TABLE statement manually, and it is guaranteed to be current with the actual schema.

```sql

SELECT

c.table_schema,

c.table_name,

c.column_name,

c.data_type,

c.character_maximum_length,

c.is_nullable,

c.column_default

FROM information_schema.columns c

WHERE c.table_schema = 'public'

ORDER BY c.table_name, c.ordinal_position;

```

This query returns columns in their defined order for every table in the `public` schema. Export the result to a spreadsheet (DBeaver CE supports CSV export from any result set) and you have a working first draft.

To add constraint information:

```sql

SELECT

tc.table_name,

tc.constraint_name,

tc.constraint_type,

kcu.column_name

FROM information_schema.table_constraints tc

JOIN information_schema.key_column_usage kcu

ON tc.constraint_name = kcu.constraint_name

AND tc.table_schema = kcu.table_schema

WHERE tc.table_schema = 'public'

ORDER BY tc.table_name, tc.constraint_type;

```

Merge the constraint results into your spreadsheet using the table and column names as keys.

Extending the Dictionary with Business Context

The auto-generated skeleton tells you how data is stored; it says nothing about what the data means or who owns it. You must fill in the business columns manually by consulting subject-matter experts, application documentation, and the governing data policy.

For each column, ask:

1. What real-world fact does this column record?

2. Who in the business is accountable if the data is wrong?

3. What values are valid, and what rules apply?

4. Could this data identify a person or expose a legal liability if leaked?

Sensitivity classification is particularly important. Many organizations use a four-tier scheme: Public, Internal Use, Confidential, and Restricted (which covers regulated data such as PII, HIPAA-covered health information, or payment card data under PCI DSS). Misclassifying a Restricted column as Internal can lead to a data breach or regulatory fine.

Safety and Professional Responsibility

Data governance work carries real professional risk. Querying production metadata on a live system can expose sensitive schema information; always work on the designated training instance unless you have written authorization. Never copy real customer data to a personal device or a spreadsheet stored on an unsecured share—this is a policy violation in virtually every organization and may breach privacy law.

When peer-reviewing a colleague's dictionary, treat any test data that resembles real personal information with the same care as production data. Document access to the training database in the system log if your organization's policy requires it.

Peer Review and Quality Gates

A data dictionary is only useful if it is complete and accurate. A structured peer-review checklist prevents gaps from slipping through. Common checklist items include: every column has a non-blank business definition; no sensitivity classification is left as "Unknown"; every foreign key column references the correct parent table in the dictionary; and all allowable-values fields are filled in for columns with limited domains. The DAMA DMBOK recommends treating data dictionary completeness as a measurable data quality dimension—specifically completeness and consistency—and tracking it over time.

Key terms10

Data PolicyA formal written statement that declares organizational rules for how data is created, used, protected, and disposed of; sets the 'what' and 'why' without detailing step-by-step procedures.
Data StandardAn agreed-upon specification for the format, code set, or naming convention that a data element must follow, enabling consistent storage and reliable system-to-system exchange.
Data DictionaryA centralized reference document that records the technical and business attributes of every data element in a system, including name, definition, data type, owner, allowable values, and sensitivity classification.
information_schemaA set of read-only views built into PostgreSQL (and other SQL-compliant databases) that expose metadata about tables, columns, constraints, and other database objects.
Sensitivity ClassificationA label assigned to a data element that indicates how sensitive it is and what handling rules apply; common tiers include Public, Internal, Confidential, and Restricted (e.g., PII or regulated data).
Data StewardA business or technical role responsible for maintaining the accuracy, consistency, and appropriate use of a specific set of data elements within an organization.
Data OwnerThe accountable business role or individual who has authority over a specific dataset or data element and is responsible for defining access rules and acceptable quality levels.
DAMA DMBOKThe Data Management Body of Knowledge published by DAMA International; the primary reference framework for data governance, data quality, and related data management disciplines covered by the CDMP exam.
Personally Identifiable Information (PII)Any data that can be used on its own or combined with other data to identify, contact, or locate a specific individual; typically classified as Restricted and subject to legal protection.
Data GovernanceThe exercise of authority, control, and shared decision-making over the management of data assets; it defines who can take what actions with what data, under what circumstances, and using what methods.
In class: Instructor demonstrates a live query of PostgreSQL information_schema.columns and information_schema.table_constraints to auto-generate a first-draft data dictionary; students replicate the query on the class training database. · Students extend the auto-generated dictionary by adding business definitions, data owners, allowable values, and sensitivity classification for each column in a provided 15-table schema. · Pairs of students peer-review each other's dictionaries against a provided checklist and document at least three gaps or inconsistencies.
Materials: PostgreSQL 15 training instance, DBeaver CE, Microsoft Excel or LibreOffice Calc, instructor-provided governance policy template, DAMA DMBOK reference
Check: Completed data dictionary covers all 15 tables with business definition, owner, data type, and sensitivity classification filled in; peer-review checklist confirms completeness; instructor verifies SQL queries execute without error — 100% of required columns populated to pass.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

PostgreSQL CE (EDB) — Database Architecture and Querying
1. Which PostgreSQL information_schema view provides one row per column including the column's data type, nullability, and ordinal position?
PostgreSQL CE (EDB) — Database Architecture and Querying
2. A data governance team wants to list every PRIMARY KEY and FOREIGN KEY constraint in the public schema of a PostgreSQL database. Which information_schema view should they query first?
DAMA CDMP Associate — Data Governance and Data Quality
3. According to the DAMA DMBOK framework, which two data quality dimensions are most directly measured by tracking how completely a data dictionary is populated?
DAMA CDMP Associate — Data Governance
4. A newly hired data analyst copies a production table containing customer names and Social Security numbers to a personal laptop spreadsheet to build a data dictionary. What governance principle does this action most clearly violate?
DAMA CDMP Associate — Data Governance
5. What is the primary distinction between a data policy and a data standard?
DAMA CDMP Associate — Data Governance and Metadata Management
6. A DBA is extending an auto-generated data dictionary and encounters a column named `ord_stat`. No documentation exists. Which action best reflects data governance best practice?
Microsoft DP-300 — Data Governance and Security in Azure SQL
7. In Microsoft Azure SQL (Transact-SQL), the equivalent metadata catalog to PostgreSQL's information_schema.columns is also accessible through INFORMATION_SCHEMA.COLUMNS. When studying for the DP-300 exam, a student should know that the Administering a database in Azure cloud includes ensuring metadata governance practices are applied. Which Azure portal feature most directly supports sensitivity classification for database columns?
DAMA CDMP Associate — Data Governance
8. During a peer review of a classmate's data dictionary, a reviewer notices that all 15 tables list 'IT Department' as the data owner for every column. Why is this a gap according to governance best practice?
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