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Associate Metadata with Library

Posted by Paul on July 12, 2013


In this article I would like to demonstrate association of Metadata with a Library.

Metadata

This article assumes that you already have Terms created using the Term store management tool. Now you are going to associate the same with a document library.

Site Actions > Site Settings > Term store management

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For creating Term Set, please contact the appropriate site collection administrator.

Open Document Library

Open Library Settings > Create column link as shown below:

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In the appearing page enter the column name, Term for example & choose type as Managed Metadata.

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Scroll down the page & from Term Set Settings section, choose the Term Set.

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Click the Ok button to save changes.

Good! You are ready with Term Set associated with the library.

Entering Data

Now you can try entering data along with the Term. Try uploading a new document to the library & you will be prompted with the term input.

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You can select the term from a dialog, or type for auto-completion.

After saving the changes, you can see the term in the list view.

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Allow Multiple Terms for a Column

In order to allow multiple terms for a column, in the column settings page, choose the option

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Associating Terms along with document, items improve the Content Classification resulting in improved search, key filters.

References

http://bit.ly/IUtSrG

Summary

In this article we have explored how to associate metadata with a Library.

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