Managed Metadata 101: Taxonomy and Tagging in SharePoint

In this five-star rated webinar, learn how to use the taxonomy features of SharePoint including the Term Store, search refiners, library filters, and tagging documents.
Mark Leher from WAND does a deep dive into all the features and administrative options to help you build and manage a taxonomy in the SharePoint Term Store. You will then learn how to set up managed metadata columns in document libraries so you can tag your content with the taxonomies you have created. Finally, you will see how SharePoint users will benefit from well-tagged content in SharePoint with taxonomy based document library filters and taxonomy based search refiners.
This webinar is conducted in SharePoint Online (with SharePoint 2016 interface) and the modern document library experience. Users of SharePoint 2010 and 2013 can benefit too.

[@bobdelfin951]

Good day watching from SDO Zambales

[@carawilcox]

Very useful-- clear, concise, great examples. Thank you.

[@gaston.varrenti]

thank you Mark for this video. I find it very educational.

[@FaridShahidinejad]

Great video. Thank you!

[@RobTyrrellCanada]

I'm only 44 minutes into the video but it has already been very useful; particularly going from the term store right through to creating columns that use it. Thanks!

[@WANDTaxonomy]

Thanks Rob! We are really glad you like it!

[@drilldrulus1235]

1. bring to gather / call together
2. devide and conquer in accordance to one principle rule

[@omtschand3432]

Very well explained
Thank you

[@orcabull]

Thank you

[@drilldrulus1235]

tagging-markups-tagging-tagging - markups - tagging - markups - naming - classification

[@stefanavey]

Excellent video. I have just started to learn sharepoint and I am hoping to start a new career in this field, how much does it cost to gain access to your taxonomy libraries? Many thanks.

[@johnwsmale]

Hi Mark - great video. Thank you so much for taking time to develop this. @ 39m44s in your video you click into 'Conference Location" and the list of terms from the set is displayed automatically to help guide the user. How did you do this? I have just set up managed metadata and it seems very slow to load and will only display terms if the user types the first letter. Any advice would be greatly appreciated. Would this be because I have only just started and there aren't tagged documents in the library? Thank you!

[@WANDTaxonomy]

HI John, thanks for the question. In the modern document library information panel, options from the taxonomy will pop up when you click onto the field. The options are narrowed or changed based on type ahead as you begin to enter text. This was an out of the box capability that worked when i created the demo and there is not an extra step to set it up. I am not sure where the original options come from or how they are ranked/prioritized. It may be that you do need to do some tagging first... I'd be interested to hear.

[@rossleher9999]

Hello John, Please watch Managed Metadata 201 for further instructions

[@PhilippeOdent59]

Hi, Your video does not explain how to add refiners in search results...anyway, thanks for sharing this. Very useful...

[@MarkLeher]

Hi Philippe,
Please see the follow on webinar “Managed Metadata 201” to learn how to set up refiners in search results. It is posted at www.wandinc.com/knowledge-library.aspx. Thanks!

[@dangtran8406]

Great video, thank you!

[@user-xp5gk9ps5i]

Thank you! Great video!