Create a Managed Metadata column in SharePoint 2010

 

Create a managed metadata column that maps to an existing term set or term

You must be a Site Collection Administrator to create or configure site columns. You must have the Manage Lists permission level to create columns for lists or libraries. Site owners have this permission by default.

1. On the New Site Column or Create Column page (depending on which type of column you’re creating) in the Name and Type section, type the name you want the column to have.
2. Under The type of information in this column is, click Managed Metadata.
3. In the Group section, select or create the group in which you want to organize the column.
4. In the Additional Column Settings section, type a description and specify whether or not you want to require users to provide a value for this column. You can also specify whether you want to enforce unique values for the column.
5. If you are adding a column to a list or library, then you may be able to specify whether you want to add this new Managed Metadata column to all content types for the list or library (if multiple content types are enabled for the library). You can also specify whether you want to add this column to the default view for the list or library.
6. In the Multiple Value field section, specify whether you want to allow multiple values in the column. If you allow multiple values, users will not be able to sort on this column in list views.
7. In the Display format section, specify whether you want the column to display only the term label, or the term and its full path in the hierarchy of the term set.
   It can be helpful to display the full hierarchical path in situations where the context for the term itself might be unclear.
8. In the Term Set Settings section, select Use a managed term set, and then do one of the following:

• To search for a term set that contains the terms you want to use, type the name of a term and click the Find button. You can select the term set or term that you want from the results that display in the box. If you want to search again, click the Reset button.

• To browse for the term set or term that you want to map to this column, click the arrow to the left of the Managed Metadata Service application that displays in the box to expand it and browse for the term set you want. Continue to expand nodes until you find the term set or term you want. Click it to select the term set or term.

9. In the Allow Fill-in section, specify whether you want to be able to allow users to add new values to the term set. If the term set you select is closed, you will not be able to allow Fill-in.

9. In the Default Value section, you can optionally specify the term you want to use as the default value for the column. You can type the term, or you can click the Tags icon to browse for the term using the term picker.
10. Click OK.

Create a new Managed Metadata column with a new term set

If there is not an existing term set that you want to use, you can also create a new term set for a new Managed Metadata column. The term set that you create will be a “local” term set that can be used only within the site collection where you create it. Any terms that you add to a local term set will not be offered as suggestions in Enterprise Keywords columns (unlike terms in global term sets).

You must be a Site Collection Administrator to create or configure site columns. You must have the Manage Lists permission level to create columns for lists or libraries. Site owners have this permission by default.

1. On the New Site Column or Create Column page (depending on which type of column you’re creating) in the Name and Type section, type the name you want the column to have.
2. Under The type of information in this column is, click Managed Metadata .
3. In the Additional Column Settings section, type a description for the column, and specify whether you want to require users to enter a value for the column. You can also specify whether you want to enforce unique values for the column.
4. If you are adding a column to a list or library, then you may also be able to specify whether you want to add this new Managed Metadata column to all content types for the list or library (if multiple content types are enabled for the library). You can also specify whether you want to add this column to the default view for the list or library.
5. In the Multiple Value field section, specify whether you want to allow multiple values in the column. If you allow multiple values, users will not be able to sort on this column in list views.
6. In the Display format section, specify whether you want the column to display only the term label, or the term and its full path in the hierarchy of the term set.
   It can be helpful to display the full hierarchical path in situations where the context for the term itself might be unclear.
7. In the Term Set Settings section, select Customize your term set, and then type a description for the term set.

1. Click Edit Using Term Set Manager, and then click OK when you are prompted to save your changes.
2. Follow the steps in the section Create and configure a new term set to set up the term set.

Create and configure a new term set

2. Click Save to save your property updates.
3. To add terms to the term set, point to the term set in the tree control on the left, click the arrow that appears, and then click Create Term, and then type the name you want for your term.
4. In the Properties pane, specify the following information about your new term:

5. Click Save
6. Repeat steps 3 -5 to add new terms.
7. To create sub-terms underneath terms, point to an individual term underneath which you want to nest another term, click the arrow that appears, and then click Create Term, and type the name you want for your term.
8. Repeat steps 4 and 5 to specify properties for your sub-terms (select the term you want to update first).
9. By default, terms within term sets are displayed in the default sort order for the language. If you want to specify a custom sort order so that terms appear in a consistent order, regardless of the language or changes to term labels, you can do that by selecting the term set in the tree control, and then clicking the Custom Sort tab on the right. Click Use custom sort order, and then use the lists boxes to arrange terms in the desired numerical order.

Benefits of using a Managed Metadata column

Managed Metadata columns promote the consistent use of metadata across sites because they provide users with a list of terms that they can apply to their content. These terms come from a term set that is managed centrally in the Term Store Management Tool by a Term Store Administrator or other individuals with permissions to manage terms.

Because this term set is updated and managed separately from the column itself, there is no need to update the column (or any content types, lists, or libraries associated with it) to make updated terms available to users. Whenever the term set that a specific Managed Metadata column is bound to is updated, the updated terms will automatically become available to users wherever that Managed Metadata column is available. This makes a Managed Metadata column very different from a Choice column, which would have to be updated every time you wanted to change the list of choice values a user could select.

Managed Metadata columns also have several unique features and characteristics that help users select and apply terms to content, such as support for “type-ahead,” as well as support for disambiguation of terms, descriptions, synonyms, and multi-lingual values.

Type-ahead, Disambiguation, Descriptions, Synonyms

When a the user begins typing a value into a Managed Metadata field, it displays all terms in the associated term set that begin with the characters the user has typed. The name of the term set and the term's position in the hierarchy can be indicated along with the term itself, which can help users select the appropriate term.

Users can move their pointer over suggested terms to see descriptive text to help them make appropriate decisions.

If synonyms have been specified for a term, users can enter those, and the correct term will be assigned.

Tree Picker

When users update a Managed Metadata column, they can type the value they want, or they can click the tags icon that displays next to the Managed Metadata field to launch the term picker dialog box, which they can use to select a value from within the hierarchy of the term set. This is useful to users who may not be familiar with the terms that are available. If the term set has been configured to be open, and the Managed Metadata column for it allows fill-in values, users may have the option to add a new term to the term set. Or they may simply have the option to send feedback to the designated contact for the term set.

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