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How to Manage Metadata Centrally Using Taxonomy in SharePoint 2010 - Part 1

Written By: Rahul Mehta -- 7/27/2011 -- join -- contribute -- (5200) comments -- printer friendly version

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Categories: Configurations, Document Management, Features, SharePoint 2010, SharePoint Foundation 2010

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Problem

Enterprise level systems consist of huge amounts of data which is likely interrelated. All data stored in SharePoint has a specific metadata. Until SharePoint 2007, there was no way of storing the metadata in an organized and hierarchical format.

In addition to this, it wasn't even possible to store metadata centrally which could be reused by multiple applications. One of the most common problems for the client was redundant metadata used in different web application or sites. And using such metadata wasn't even indexed and so was not of much help when searching.

Solution

SharePoint 2010 has a new feature called "Taxonomy Term Store". This allows the defining a 'Term Set' in a hierarchical format which can be reused in mapping to metadata. Additionally, it can be used to enhance search criteria and results.

In the current article, we will show you how to define Term Sets and terms. In a future article, we will guide the use it within a site.

Let's start by defining the new group, Term Set and terms.

Go to Central Administration -> Manage Service Applications.



Then click on 'Managed Metadata Service'.



Now you can see the Taxonomy Term Store where we are going to define the Group, Term Set and Terms. But in order to add all three, first add yourself to Term store administrators and click on Save.



Now in the left pane, select "Managed Metadata Service" and right click on it and click "New Group".



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