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Demonstration

 

  1. SmartTag solution is deployed on the SharePoint server/farm & SmartTag feature is activated on the site.
  2. Site’s Term Set is configured as below with Sample Terms.

    Sample Term Set

  3. A document library named “Documents” contains two  columns of type Managed Metadata namely ‘Corporate Keywords’ & ‘Legal terms’ which allow multiple values. Corporate Keywords column is mapped to Corporate Terms term set & Legal Terms column is mapped to Legal Terms term set.
  4. Document library is SmartTag enabled  & SmartTag Settings are configured properly for these two columns as shown below:

    Library configurations
  5. A document is added in the document library by using OOTB SharePoint 2010 interface (Add document link). Once the document is uploaded to the library, the pop up for additional details appears as shown below:

Demo

As highlighted, the two fields,Corporate Keywords &Legal terms are auto populated as per the Term Set & SmartTag configuration!

E.g.

1.  If any of the term in the Corporate Terms set, are present at least once(relevance set to 1) in first 1000 words of the uploaded document, the document is tagged by that term.

So if Corporate Terms set contains a term ‘Customer’ & the uploaded document contains a line saying  “All Customer Purchase Orders are subject to below mentioned terms and conditions”  in first 1000 words; since the word Customer occurs at least once in first 1000 words,  the document is tagged with ‘Customer’.

2. Similarly if any of the term in the Legal Terms set, are present at least once(relevance set to 1) in first 500 words of the uploaded document, the document is tagged by that term.

So if the Legal Terms set contains a term ‘Acceptance’ & the uploaded document contains a line saying “Acceptance of Purchase Orders is….” in first 500 words; since the word Acceptance occurs at least once in first 500 words, the document is tagged with ‘Acceptance’.

 

 

So yes, it works!! Yaayyyy :)

Last edited May 24, 2011 at 8:26 PM by medha, version 5

Comments

Diane_NGA Aug 21, 2015 at 6:25 PM 
Does this only work on Document Libraries and not also on SP Lists?

VamsidharMadunuri Aug 7, 2012 at 5:35 AM 
Hi, I have installed tool, and Auto-tagging is implementing for newly added tags but how to tag already existing bulk of documents.

Slyzaar Apr 19, 2012 at 5:19 PM 
Hi, I'm a little confused when you mention the mapping between the term sets and the Managed MetaData columns.
I have created term sets and the metadata columns however , the tags are not appearing.
What exactly maps the two together?

Any suggestions?

thanks,

KS