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PoolParty-Based vs. Term Store-Based Tagging with PoolParty for SharePoint

PoolParty for SharePoint allows you tag content in SharePoint document libraries and lists with concepts from PoolParty and Term Store. PoolParty tags are stored in PoolParty for SharePoint multiple lines of text columns whereas the Term Store tags are displayed in an Managed Metadata column of an item.

Table 1. Comparison of PoolParty-Based and Term Store-Based Tagging

Feature

PoolParty-Based Tagging

Term Store-Based Tagging

Dependency

Can be used without Term Store-based tagging

Can be optionally enabled in addition to the PoolParty-based tagging while establishing or updating a connection to a PoolParty taxonomy

Requires the Term Store Synchronization module

Tip

If you want to only make use of the Term Store-based tagging, you can consider hiding the column with the PoolParty tags or disconnecting the library or list from the PoolParty taxonomy (select the option to preserve Term Store tags).

Source of tags

PoolParty taxonomy or concept schemes

Term Store term group (should be an exact copy of the PoolParty project used for PoolParty-based tagging achieved using the Term Store synchronization feature; synchronization of GUIDs is not required)

Storing of tags

multiple lines of text columns

Managed Metadata columns

Manual tagging

tags can be manually added, deleted or marked as unwanted

the fields are read-only and dependent on the changes you make to the PoolParty tags as long as a connection to a PoolParty taxonomy exists

the tags become manually editable (you can delete them or add new ones from the term set) if you disconnected the library or list from the taxonomy while preserving Term Store tags

Tagging parameters

can be set in the PoolParty for SharePoint Administration application

inherited from the settings for the PoolParty-based tagging

Use cases

tags can be used to retrieve content in the PoolParty for SharePoint Search application

tags can be used to retrieve content in the SharePoint-native search or to enhance third-party integrations