The Term Store Management Tool is a beneficial feature that can help you manage Terms Sets that are used in the Managed Metadata Service in SharePoint 2013. In this article, we’ll walk you through several commonly used actions including setting the administrator and adding a new Term Set group.

Set Term Store Administrator(s):

First, go to Site Settings.  Under Site Administration, select Term Store Management:

This will take you to the Term Store Management Tool main page as pictured below:

Enter the name(s) of the user(s) who will manage your Term Store in the box to the right of “Term Store Administrators”:

Adding and Importing a New Term Set:

To begin, on the left nav bar, right-click Managed Metadata Service and click New Group to add a new Term Set group:

Next, right-click the new group you created and select New Term Set to add a new Term Set, or select Import Term Set to import a Term Setlist.  You will need to convert your file to a .csv file before importing.

Add a New Term:

After you have added your new Term Set, right-click the Term Set and select Create Term to add a new Term:

Copy your Term Set:

Once you have finished creating your Term Set, you can make an exact copy of your Term Set. To do this, right-click the Term Set and select Copy Term:

Import a Term Set List:

To import your Term Set, you will first need to create your list in .csv file format, as shown in the example below:

Next, in the Term Store Management Tool, find the group where you would like to import your Term Set. Right-click the group and select Import Term Set. Click the Browse button in the dialog window that appears to find the .csv file where you saved your Term Set. Select the .csv file to be imported and click OK:

Utilizing these settings in List format from SharePoint :

Go to “List Settings” and create a new Column. Under “The type of information in this column is,” select Managed Metadata:

This will allow you to see the Term Set that we created (using the steps above) in the Term Store Management Tool.

Questions? Contact us or check out our online documentation!

carlw
wrote
re: Term Store Management in SharePoint 2013: How-tos for Common Actions

on Tue, Nov 25, 2014 4:41 PM

Thanks, that was helpful.

Also, I like much of the Bamboo products but they are quite expensive for a small business setup with only two people using it.

You may want to consider implementing a small licensing process.