How to bulk-tag a SharePoint library to assign managed metadata to all documents automatically?
Bulk-tagging is a common task in SharePoint, especially after content migration,
to classify content and assign appropriate managed metadata automatically to all
documents and items of a library.
Auto Tagger can help you to initially bulk-tag existing SharePoint lists and
document libraries, e.g. after migration. You have to go the following
- Create an appropiate taxonomy of term sets in the SharePoint Term Store.
Import freely or commercially available taxonomies from SKOS using the Layer2 Taxonomy Manager. Add synonyms to potentially capture
more content. Optionally add content classification rules for refinement using
the Layer2 Taxonomy Manager.
- Add a column of type Managed Metadata to your document library and configure
to point to your previously created taxonomy or terms sets. Verify the
functionallity by assigning managed metadata manually using SharePoint default
- Install the SharePoint Auto Tagger, activate the feature. You
should find the following additional option in your library settings:
Fig.: SharePoint library settings
option to assign meta data automatically, e.g. using bulk-tagging
- Configure Auto-Tagging for the
current library by following the additional link (see above). Set System Update
and Overwrite-Mode to true. Don't forget to activate (enable) the certain
columns you want to assign managed metadata to.
- Run "Bulk-Tagging" directly from the settings page. This is a background
operation and can take a while, depending on amount of items, size of term set,
complexity of classification rules. You can close the configuration page and go
directly to the library to see any progress in metadata assignment.
- You now have managed metadata assigned. Not the expected results? Refine
your terms, synonyms or classification rules. Try again. The Layer2 Tag Suggester could be helpful to improve quality of
After bulk tagging is finished sucessfully don't forget to activate the
library configuration for real-time tagging to assign managed metadata
automatically to newly added or modified content.