Before we can create labels/tags/metadata in the Term Store, we need to access it.Let me include some step-by-step instructions and hopefully this will be easier for you to understand. So the way it is setup is that you define all your metadata/taxonomy in the Term Store first and only after this you create your columns at a list/library/site level (and point them to the particular category (called Term Sets in the Term Store) of labels. Think of the Term Store as 1 big box of metadata labels that can be references from any SharePoint Site or Site Collection. Hopefully I did not confuse you just yet. Step 2: Create your metadata column at a list or library level and associate it to the metadata you created in the Term Store.Step 1: Create/Define your metadata (tags, labels, whatever you want to call them) in the Term Store.In order to utilize Managed Metadata or Term Store functionality, you need to follow a 2 step process: In case you are confused by terminology, let me explain the concept here. Sometimes this type of metadata is also referred to as managed metadata. Method 2: Use Managed Metadata (Term store)Īnother great way to define metadata is via the functionality called “ Term Store“. Don’t forget to click Check-in, once you tag the document You will be prompted to enter metadata (tag documents). That’s all – we are done! Go ahead and upload a document now to the library.You can default to a certain value of metadata when you upload a document, but I usually like to leave it blank. It might also be a good idea to make the column mandatory (this way the user will be prompted to enter metadata when uploading a document and will not be able to leave the document untagged). In the middle of the screen, go ahead and type in your drop-down choices, one-by-one (1 choice at each row, do not use comas or anything else to separate them). Once you do this, the page will refresh and allow us to customize our column further. Under the type of column, select Choice radio button. In the Column name field, type in the name for your Column (i.e.For the purpose of this example, we will utilize a document library Go to the list or library where you want to add metadata.The easiest way to create drop-down choice metadata is described below. Metadata is data that describes additional information about an item How to create metadata in SharePoint? Method 1: Use Choice field type While metadata really is any additional information about a document or an item, like date created, author, etc., majority of the time you want to standardize metadata using a list of drop down choices (For example: department drop-down, document type drop-down, etc.) What is Metadata? Those following my blog know that I am a staunch advocate of standardization and metadata.

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