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SharePoint 2010 Terms Creation

Posted by Paul on June 5, 2013


In this article I would like to explore on the Term creation & association aspects.

Term Creation

Following are the summary of activities involved:

1. Create Term Store & Terms

2. Create Library

3. Create Managed Metadata Column

4. Associate Terms

Create Term Store & Terms

We are going to create a Local Term Set, Term Set is a group of Terms & Local denotes the scope of Term Set only to site collection & sub sites.

Open SharePoint site & go to Site Actions > Site Settings > Term store management

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You will get the following Term store management Tool as shown below:

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Click on the Site Collection item > Context drop down menu > New Term Set item.

clip_image006

In the appearing page, enter the name for term set & press enter key. You can even set the Owner of the term set.

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Now again open the Movie context menu & create term as shown below:

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Enter the name of the term as shown below, create terms for following items.

clip_image011

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If you do not have enough permission, you cannot see the context menu item.

Create Library

Now our Term Store is ready & we are good to create the library. Go ahead and create a new library & name it as Movies.

clip_image015

Create Managed Metadata Column

In the library settings choose create column & add the following column, type as Managed Metadata.

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Scroll down & choose the Managed Metadata set.

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Click the Ok button to save changes, now you are ready with Library & Term column.

Associate Terms

In this step, we are going to assign term (metadata) along with the movie file (data).

Upload a file & in the appearing dialog you will be able to enter the Term in the Category column.

clip_image020

Please note that there is auto-complete guidance.

On saving the changes, you can see the item as shown below:

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This concludes our article on Term Creation & Association.

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If you wanted to associate multiple values for a Managed Column, you can achieve this through the Allow Multiple Values for the library column property.

References

http://bit.ly/10uiVpB

Summary

In this article we have explored Term creation & association.

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