SharePoint Online offers you a wide variety of ways to sort and organize your data. One of the most effective ways is to use the Term Store Management Tool in order to organize your metadata.
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In this article, we will be taking a look at term store management in SharePoint Online and what you need to do to get started.
A term store in SharePoint Online is a global site directory of common terms that are used in your organization. The point of the term store is build consistency in the way that users enter and manage data in your SharePoint environment. The term store allows you to maintain consistent metadata throughout your sites. It's a one time set-up, so you don't have to worry about building a new one each time. You can configure term sets for both managed metadata and navigation in SharePoint. Qualified users can also go back into the term store and modify it as needed.
In SharePoint Online, you modify a term store by using the Term Store Management tool. This tool displays all the global term sets and any local term sets available for the site collections you used to access the tool. With it, you can create terms in a set or manage a term which includes copying it, moving it, or reusing it. There is a hierarchy to to the term store, and it is as follows:
Let's take a look at each step in the hierarchy so you can understand just what this means.
Put simply, metadata is data about data or "information about information." Generally this information includes the title and author of a piece of data. Managed metadata is a set of a predetermined set of values that allows sharing content types on-site collection, web application, and farm level. You can find managed metadata using the Managed Metadata service application.
The taxonomy term store is accessed using the Central Administration Site. This is a formal classification of the system that holds taxonomy groups, labels, and terms that describe something. The taxonomy term store also arranges the groups into a hierarchy.
A term group in SharePoint Online is a set of term sets that hold all terms that can be accessed or shared by site collections and subsites. Only users with authorization for a specific group can manage terms sets that belong to that group or create new term sets in it.
A term set in SharePoint Online is a collection of related terms. This can be created either globally or locally. Which one it is depends on where the term set was created. Term sets can differ in size depending on where you create it.
A local term set is created within a site collection. It's only visible and available to use by users in that site collection. You can only use this in a site collection that has a list or library.
A global term set is available to use across all sites within a specific Managed Metadata Service application.
A term is a word or phrase that is specified to be associated with an item on a SharePoint site. This constitutes a single item in a term set. Each term has a unique ID and can have several text labels. There are two types of terms - Managed terms and Enterprise keyword.
Managed terms are terms that are pre-defined sets of values. These can be organized by administrators into a hierarchical term set.
Enterprise keywords are words or phrases that a user adds to items on a SharePoint site. A site's collection of enterprise keywords is called the Keywords set, and for the most part, users can add any word or phrase to an item as a keyword.
Now that you know what term store management is, let's take a look at how to do it and what all you can do.
Before we continue, we should note again that in order to create or manage terms, you have to be a contributor, a group manager, or a term store administrator. Additionally, if you are adding a term to a local term set, you have to open term store management at the site level.
Now that you know how to create a term, let's look at some of the things you can do with terms in term sets in SharePoint Online.
Note that if you delete a term, this will also delete all of its subterms. If this term is shared with other terms sets it will be placed in the Orphaned terms term set under System.
Pinning a term makes linked copies of the term and its subterms available at the destination. You can only create or edit the subterms of a pinned term at the source and the changes will reflect everywhere the term is used.
Reusing a term makes linked copies of the term and its subterms available at the destination. You can create subterms for a reused term anywhere it is used but will exist only in the term set they were created.
Merging this term with another will collapse its synonyms, translations and custom properties into the other term.
This action makes any instances of this term in any term set to which it belongs unavailable for tagging. Subterms of the term are not deprecated.
With that, you should know everything that you need to know to get started with term store management in SharePoint Online. Just make sure to follow the instructions above to get started today.
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