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Working with Managed Metadata in SharePoint 2010 - Term Set Management

Initially I published an article Working with Managed Metadata in SharePoint 2010 here I want to illustrate some core functionality that is available when you want to manage Managed Metadata.

In the Site Settings select "Term store management" item:


Then select the term set you would like to manage. In my scenario I want to create a term set to store Document Categories. For example I have two categories: Accounting, Technical.
So first I select a metadata group that you want to update and select "New Term Set" command:



I call it Document Categories and Save it. Then I select this new term set and choose "Create Term" command:

To create "Accounting" term:


Then create as many terms as I want to get Accounting and Technical as I wanted:


You can also do other command with your terms - Copy, Reuse, Merge, Deprecate, Move, Delete:


After that I add Managed Metadata to my content type that I use for documents, select Document Categories Term Set and I can choose these terms anywhere:



Managed Metadata is a very useful improvement in SharePoint 2010.

Stay tuned for more articles from Wylde Solutions and if you have any questions regarding SharePoint 2010, migrating from MOSS 2007 or SharePoint Portal Server 2003 contact us now for a consultation.

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