Benefits of using "Managed Metadata Navigation Filter"

Hello,
I was interested in understanding the potential benefits of the usage of Managed Metadata Navigation Filter inside a library or list.
Is there a direct benefit apart from taking advantage of the actual navigation space for filtering, in comparison to just filter this metadata normally through the columns inside a view?
Any contribute or thought is welcome!
Ioannis Glaros

Hi loannis,
Metadata navigation enables users to dynamically filter and find content in lists and libraries by using a navigation hierarchy tree control to apply different metadata-based filters to the view.
The Metadata Navigation and Filtering features make it easier to work with very large lists and libraries:
1.Configurable navigation hierarchies and Key Filters
2.Automatic index creation
3.Indexed queries and fallback queries
For more information, yo can have a look at the blog:
https://support.office.com/en-gb/article/Configure-metadata-navigation-for-a-list-or-library-a8ddfcd1-a486-4e0f-b1b1-f10ca79fa9bc
http://msdn.microsoft.com/en-us/library/office/ee559293(v=office.14).aspx
Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Eric Tao
TechNet Community Support

Similar Messages

When to use Managed Metadata service in Sharepoint 2013 and 2010

Hi Folks,
I have been working on sharepoint from quiet some time now. I have been using managed metadata service also.
What I have not been able to find out so far is when should I be using MMS.
What are the real advantages that I can draw out of it.
I have one application that has Managed Metadata installed and has various terms stores and terms.
The Managed metadata service created is utilized in search,
What I do not know is what is why are we using it at all.
What is benefit of it.
Managed metadata service could also be used in navigation is what i know.
But what confused me is when is the best scenario to use it for navigation.
Why can we not use the navigation provider in the managed metadata service.
There might be other uses also, but that is not clear to me.
Can any one tell me why and in which scenario to really use it.
I know how to configure the mms and how it works though the jargons around the managed metadata.
Regards

Managed Metadata has some specific advantages that make it useful for certain situations.
A managed metadata column has the following advantages over a lookup or choice column:
A managed metadata term set can be shared across the entire SharePoint farm, so you can use it in different site collections.
You can set up "synonyms" so that multiple similar terms resolve to the same underlying piece of information
Terms can be hierarchical (terms can be nested under other terms), and the SharePoint interface allows hierarchical filtering. For example, if I have a term set for Location, and one of my terms is North America, with terms below that for United States,
Mexico, and Canada, I could choose to filter my list to show me all records with any North America location (inclusive of US, Mexico, and Canada), or to filter on a specific term (such as Mexico).
You can allow people to enter new terms, which will then appear in the term set.
You can specify information owners/stakeholders who maintain the term sets without them needing elevated access to sites; normally only site owners can mess with site columns and content types. Managed metadata lets you separate information management
(what terms/synonyms should be used) from site management (granting access, creating groups and lists, etc).
There are some disadvantages too. For example, with a lookup column, the lookup list can store additional columns of information. A managed metadata term set (on the other hand) only really stores terms (and descriptions/synonyms), but not related
info. You might be tempted to do something like create a term set for part numbers, representing every part that your company produces; the term set would handle the part numbers just fine, but wouldn't let you add extra columns of information for
description, weight, price, etc. In such a case, a lookup list is the better option.
Microsoft has some suggested guidelines for when to use managed metadata/term store:
SharePoint 2013:
http://technet.microsoft.com/en-us/library/ee519604(v=office.15).aspx
SharePoint 2010:
http://technet.microsoft.com/en-us/library/ee519604(v=office.14).aspx
A brief summary...
Managed metadata is a good option when the potential metadata meets the following criteria:
Is something for which a user will select a valid value
Represents information that is likely to be used multiple times
Has valid values that can be organized hierarchically
Includes synonyms or abbreviations that should be aggregated
Can be applied in one language, but might be viewed in other languages
Managed metadata is not a good option if the potential metadata meets any of the following criteria:
Is represented by a built-in column (such as “last modified date”)
Has an infinite number of valid values
Has different valid values in each location that it is used (such as different values for the “version” attribute depending on which product team’s site the item appears in)*
Has only “yes” and “no” as valid values
*This type of metadata could still be captured in site collection-specific term stores

Sharepoint 2013 Public Facing Website With Managed Metadata Navigation on Office365 E3 Trial Online

Warning: I am a complete novice in sharepoint
I have subscribed to office365 online trial Enterprise edition to learn sharepoint
I have created a Public facing Website
Through the site-collection setting -> navigation created a new metadata group named navigation and chose it for global and current menu(I switched on the publishing service)
Under the term Management I added two sub terms(for navigation group) with links to document and home.aspx
The team site immediately showed the global menu with only two options(home and document) as needed
Unfortunately the public facing site did not show any such options and instead showed a different menu(default one)
I tried to add the navigation snippet to the master page and it showed the same default menu.
The public site has no navigation option in Site setting either
QUESTION: How can I get managed navigation in public facing site? Is it possible or it is not allowed?

Hi,
According to your post, my understanding is that you wanted to use the Managed Metadata Navigation in Public Website.
Per my experience, we could not use the managed metadata navigation in public website, it is only available for the internal site collections.
For more information:
http://community.office365.com/en-us/forums/154/t/166500.aspx
You can refer to the following article to know the public website and internal site collections on Office 365.
http://blogs.sharepoint911.com/blogs/jennifer/Lists/Posts/Post.aspx?ID=76
As this is the forum for the SharePoint server, , I’m not sure whether it supported managed metadata navigation now.
I recommend you can post your question to the forum for SharePoint Online:
http://community.office365.com/en-us/forums/154.aspx.
More experts will assist you, then you will get more information relation to SharePoint Online.
Thank you for your understanding and support.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Users with read access to the site unable to view Managed Metadata Navigation

Hi everyone,
I created a Managed Metadata service and created group, term-set and terms
I gave read access to users
I set up navigation to use Managed Navigation
I am logged in as farm admin and able to view the navigation when i browse site. But user are not seeing navigation.
One thing i noticed is when i give users full access or designer access to site they will be able to see the navigation. but i don't want to give users full access or designer access to the site.
How can users with read only access to site can view Managed Metadata Navigation...Please help?

Hi Sunil,
Have you given your users permissions to actually read the MMS data from the service application?
http://technet.microsoft.com/en-us/library/ff625176.aspx covers permissions on the MMS.
Regards
Paul.
<<edit>> On reflection you might be hitting the issue in this Stackexchange post..
http://sharepoint.stackexchange.com/questions/75636/permissions-and-managed-metadata-in-navigation Is yours behaving the same way?
Please ensure that you mark a question as Answered once you receive a satisfactory response. This helps people in future when searching and helps prevent the same questions being asked multiple times.

Managed Metadata Navigation not showing to users

I created a Managed Metadata service and created group, term-set and terms
I gave full access to application pool service account. read access to all the users via AD Security Group.
I set up navigation to use Managed Navigation (Managed Metadata Service).
I am logged-in as farm admin and able to view the navigation when i browse site. But user are not seeing navigation.
i went to the hidden taxonomy list and gave read access to all users. but this didn't help.
One thing i noticed is when i give users full access or designer access to site they will be able to see the navigation. but i don't want to give all users full access or designer access to the site.
Am i missing anything here? Please help!!!!

Hi prakasnh,
According to your description, you have created a Managed Metadata service and created group, term-set and terms, but the users who have read access, were not seeing the navigation.
How did you grant the read access to the users? By a group or directly?
For resolving your issue, please add the users to the site Visitor group, and compare the result.
Here is a similar post for you to take a look at:
http://social.technet.microsoft.com/Forums/en-US/d2aa85e1-93e0-4e12-8389-28e13b11e877/managed-metadata-navigation-permissions-issue?forum=sharepointadminprevious
I hope this helps.
Thanks,
Wendy
We
are trying to better understand customer views on social support experience, so your participation in this
interview project would be greatly appreciated if you have time.
Thanks for helping make community forums a great place.

Is there an avilable Fix for the Managed metadata navigation Bug in sharePoint 2013

I am facing this bug on my "Publishing Site ---> enterprise wiki Template" inside SharePoint server 2013. and when i tried to specify the target page manually as mentioned in this link it did not work also.
http://sadomovalex.blogspot.com/2013/04/managed-metadata-navigation-and_21.html
So i would like to know if SharePoint has applied any fix this this Big?
BR

Hi john,
For this issue, I can reproduce it in my test team site, I haven’t seen the CU update includes this issue.
So, I would suggest you to use the workaround, set a friendly url for the subsite in the term store management settings page as described in the blog.
Thanks,
Qiao Wei
TechNet Community Support

Sort key filters in managed metadata navigation settings in Sharepoint 2010

Hi All,
We have setup managed metadata navigation on our document libraries in SharePoint 2010. As part of this configuration, we have added content type as one of our key filters. However, we would like the list of content types in the drop down list in the key
filters section to be sorted alphabetically by name. Not sure how they are sorted by default, presumably by GUID.
Does anyone know a way to achieve this ?
Thanks in advance.
Damien.

Hi,
According to your post, my understanding is that you wanted to sort alphabetically by name in the key filters section.
You can use a JQuery solution. The source code of the page looks like this:
<div>
<span>Content Type</span></div>
<div><span dir="none"><select name="ctl00$DropDownChoice" id="ctl00_DropDownChoice" title="Content Type">
<option selected="selected" value=""></option>
<option value="CT1">CT1</option>
<option value="CT2">CT2</option> </select>
<br/></span>
</div>
So, you can talk to the dropdown with JQuery like:
$(":select[title=’Content Type’]"). ;
More information:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/8816f3ad-8bc7-4d13-aa8a-594f9281412e/sharepoint-2010-key-filters-of-content-type-arrange-alphabetically
There is a similar thread for your reference.
http://sharepoint.stackexchange.com/questions/29550/sharepoint-2010-content-type-in-key-filters-not-arranged-alphabetically
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Caml query using managed metadata column

hi,
I am having a console appln, where i want to pass the one paramater in the form of siteCol1:subsite1:subsite2 where siteCol1:subsite1:subsite2 is the path of subsite which is in MMS.
Can i pass this string paramter to the splist which contains a taxonomy column   and match this paramter in the listitemcollection and fetch only those recordw which matches this crirteria.
and it should fetch the values which matches in a splist. the caml query it expects contains the taxonomy -managed metadata column - , but i am stuck with
SPList splistLIST = parenttWeb.Lists.TryGetList("LIST1");
                      if ((splistLIST.Items.Count > 0 && splistLIST!= null))
                          SPQuery   objnodeQuery = new SPQuery();
                          objnodeQuery.Query =
                              string.Format(
       "<OrderBy>" +
          "<FieldRef Name='ID' />" +
       "</OrderBy>" +
       "<Where>" +
          "<Eq>" +
             "<FieldRef Name='myTaxonomy' />" +
             "<Value Type='Text'>{0}</Value>" +
          "</Eq>" +
       "</Where>", _mcurrentPathTermSet);
                          SPListItemCollection nodeItemCollection = splistLIST1.GetItems(objnodeQuery);
am not able to retrieve the listitems which passes this as a parameter and retrieve those records where it matches this taxonomy column.
my doubt is, how to pass a string parameter to the splist contains taxonomy column and fetch those records

Hi,
Managed metada column does not supported in lookup column as the thread below:
https://social.technet.microsoft.com/Forums/en-US/0dee5ba4-9648-445f-a774-8c59cf01b81c/confirmation-needed-cant-lookup-managed-metadata-field-with-lookup-column?forum=sharepointgeneralprevious
If you prefer managed metadata in Search, then I'd suggest you find workaround to use managed metadata column in lookup column. You could use a workflow to copy the managed metadata column to a text field, make the text field to be hidded from the list if
necessary. Then lookup this text field in other list.
Regards,
Rebecca Tu
TechNet Community Support

Cascading Dropdown using managed metadata.

Hi
I need to create a cascading dropdown using managed metadata.
Is there any custom solution for it.
Thanks,
Sudan

Hi
Below URL can be Helpful
http://spservices.codeplex.com/wikipage?title=%24%28%29.SPServices.SPCascadeDropdowns
http://colinjwood.wordpress.com/2012/07/18/cascading-dropdowns-sharepoint-2010-approach-with-managed-metadata-and-oneplacemail/
Thanks and Regards Rahul Dagar

How to Set Individual Managed Metadata Navigation Links to Open in New Window?

I am using a managed metadata term set for the global navigation in my client's site. Most of the global navigation links point to pages in the current site, and should open in the current browser window/tab as the end user is just navigating within the
site content. However, I have one particular node in the navigation term set that points to related content scattered around other external sites. The client wants these links to open a new window.
Unfortunately, I can't seem to set the target for navigation links in the term set. If I was using standard global navigation, I'd be able to select the "Open in new window" checkbox when setting up the link, but that option doesn't appear to be
supported via MMD navigation.
Any clever suggestions?
Thanks!

I had a similarish requirement at a client once upon a time, they wanted any links that went outside of the intranet web applications to open in a new window.
The way we managed that was to use jQuery to overwrite the standard hyperlink references for any hrefs that didn't point to internal sites to use the same javascript functions that SharePoint used for links configured to open in a new window. It worked out
as being about half a dozen lines; check the URL and if it doesn't begin with a set range of options then overwrite the on click behaviour using standard jQuery behaviour.
If you want it site wide then you just add jQuery and the code snippet to the master page, if you just want it in some places then add a CEWP or a HTML form web part to the relevant pages.

How to show all the levels of managed metadata in Current navigation in SP 2013

I am trying to use Managed metadata navigation as Current navigation/Left navigation Bar in a SharePoint intranet publishing site. I found one problem when I was configuring it:
If we have the terms in the term set defined as follows:
├─> Root1
│ ├─> L11
│ │ ├─> L21
│ │ │ └─> L31
│ │ └─> L22
│ ├─> L12
│ └─> L13
├─> Root2
└─> Root3
(Please consider the indents as children of parent terms).
So, there are 3 root terms and 4 levels of nesting in the terms. When I configured this for navigation it showed me only the 1st level by default i.e. Root1 -> L11, L12, L13 , Root2, Root3 in the navigation. So, the navigation is not fully displayed. If
I navigate to a lower level, it shows me one more level below it and does not show the parent i.e. on navigating to L12, to shows me L21 and L22, but does not show the child L31 and the parent Root1. I presumed it would show me the full hierarchy.
I did some probing around and figured that I could fix this by changing the master page. I navigated to the html file of the master page and within the vertical navigation snippet I found "PublishingNavigation:PortalSiteMapDataSource" that had these
properties:
StartFromCurrentNode(true) ShowStartingNode(false)
I changed these values, that is, set 'StartFromCurrentNode' to false and 'ShowStartingNode' to true. I also set 'EnableViewState' to true which was false by default. Still , this did not fix the navigation
Any help would be highly helpful and appreciated. Thanks

Hi Sara,
Thanks for the reply. I actually modified the setting what you mentioned but still I did not get the Top Level Navigation. I guess what you mentioned will work on the Top navigation. But I am trying to display the top 3 levels in the left navigation.
├─> Root1
│ ├─> L11
│ │ ├─> L21
│ │ │ └─> L31
│ │ └─> L22
│ ├─> L12
│ └─> L13
├─> Root2
In the above tree, when i click on the L31 then the navigation is looking like
├─> L21
│ └─> L31
└─> L22
But I want to display like the below
├─> L11
│ ├─> L21
│ │ └─> L31
│ └─> L22
Regards... Mahesh

List metadata navigation and columns filters not working.

Hi
I'm having an issue with SP 2013 whereby if I apply a filter through metadata navigation subsequent columns filters don't get applied.
Here I've applied a filter through the navigation and it applies the filter successfully to the documents in the library
If I now apply a column filter by content type and select the value Promotion Calendar, I get the following
It appears the filter is selected and I can indeed see the filter applied via the dropdown but it doesn't apply the filter to the list view. I've confirmed this also on another environment using different columns for the metadata navigation.
The environments are patched to Dec 2013 CU.
Thanks

Hi
Matt Williams3 ,
The scenario is be default that Managed Metadata navigation tree in document libraries does not allow further filtering on other columns.
For a workaround, you can use Key Filters instead.
For more information, you can refer to the blogs:
Set up metadata navigation for a list or library
How to Use Metadata Navigation and Filtering in
SharePoint 2013
Reference:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/78881468-308d-4305-8454-c67fceb05fea/managed-metadata-navigation-tree-in-document-libraries-does-not-allow-further-filtering-on-other?forum=sharepointsearch
Best Regards,
Eric
Eric Tao
TechNet Community Support

Metadata Navigation Tree View in Quick Launch for Wiki Site

I have successfully enabled managed metadata navigation for an Enterprise Wiki Site. When new pages are created they get created in the term set and I have have organised them into a hierarchy that I want.
I would really like the quick launch to show a tree view of that managed metadata navigation hierarchy.
How could I achieve this? Would this require a completely custom SiteMapProvider along with some jQuery or similar to render the tree view?
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Thanks for any help,
Richard

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as i know there are some example at 2010,
http://markuspersson.wordpress.com/2012/01/19/add-metadata-navigation-on-custom-page-layouts/
http://tihomirignatov.blogspot.com/2010/08/how-to-use-metadata-navigation-in.html
perhaps you already tried some of the example?
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Managed Metadata in Report Builder

hi
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thanks

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Hi
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Benefits of using "Managed Metadata Navigation Filter"

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