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Connect Library or List

Abstract

Users can connect PoolParty to SharePoint library through a helpful wizard. This article provides info on how to make a successful connection.

The wizard in the Connect content section allows you to connect individual SharePoint libraries and lists to PoolParty taxonomies, to specify which fields of the document library or list get tagged and to set tagging parameters.

  1. On the page where PoolParty for SharePoint Administration has been installed, select Connect content.

    The PoolParty for SharePoint wizard opens.

  2. On the Select site page:

    1. Select the site containing the document library or list with the items you want to auto-tag.

      Note

      Make sure that a tenant administrator gives PoolParty for SharePoint write permissions over that site. For more information, refer to Configure Site Permissions.

    2. Confirm with Next.

      Connect-content---Select-site.png
  3. On the Select document library or list page:

    1. Select the document library or list with the items you want to auto-tag.

    2. Confirm with Next.

      Connect-content--Select-document-library-or-list.png
  4. On the Select fields page:

    1. Select the fields of the document library or list with the content you want to auto-tag.

      Note

      The body of the documents in document libraries will always get auto-tagged.

    2. Confirm with Next.

      Connect-content---Select-fields.png
  5. On the Select a taxonomy page:

    1. Select the PoolParty taxonomy (project) that will be used to auto-tag the content.

      Note

      In this step, you can select only one taxonomy. If you want to tag a certain list or library with multiple taxonomies, please repeat the whole connection process.

    2. Select the language in which the content is written. The language is available only if it is covered by the selected taxonomy.

    3. If you want to store all tags in a single field, type in a name for the new field that will be added to the document library or list.

    4. If you want to store tags in separate fields depending on the concept scheme they belong to, select Enable concept schemes and continue with the configuration on the newly opened pane:

      1. Click Add concept scheme.

      2. Select a concept scheme from the list of all concept schemes contained in the taxonomy you selected in step a.

      3. Type in a name for the new field that will contain tags from this concept scheme and will be added to the document library or list.

        Tip

        To delete an inserted row, click Remove.

      4. Repeat steps i. to iii. for as many concept schemes as you wish. You can select each concept scheme only once.

        Tip

        If you want to store tags from multiple concept schemes in a single field, use the same name.

      5. Confirm with Save.

        concept-scheme-configuration.png

        Tip

        If you want to edit the concept scheme configuration after saving it, click the Configure concept schemes button.

    5. Confirm with Next.

      Connect-_content-_-_-_Select-_a-_taxonomy.png
  6. On the Set tagging parameters page:

    1. Select the Enable automatic auto-tagging checkbox if you want PoolParty for SharePoint to automatically auto-tag items you add into your document library or list at a later time. Items that are there at the moment will not get automatically auto-tagged.

      Note

      If you don't select this option, you can manually trigger the auto-tagging for the new items from the Connection settings section. For more information, refer to Edit Tagging Parameters.

    2. Specify the minimum tag score. The higher the score, the less tags you will get but they will be more relevant.

    3. Specify the maximum number of tags that will be shown per item.

    4. Confirm with Connect to taxonomy.

      Connect-content---Set-tagging-parameters.png

The content has been successfully connected. If you want to start the auto-tagging, select Go to library or list. For more information, refer to Trigger Auto-tagging.

Tip

You can use the settings of this connection to connect other SharePoint lists and libraries. For more information, refer to Use Existing Connection Settings to Connect Multiple Libraries and Lists.

One SharePoint list or library can be connected to multiple PoolParty taxonomies. To connect the library or list to another taxonomy, repeat the steps above.