Special Edition Using Microsoft SharePoint Portal Server By Robert Ferguson
Table of Contents
Chapter 12. Creating Categories
SharePoint Portal Server recognizes the need to be flexible and provide different methods of categorizing documents. You may have a situation when you need to manually categorize a document for any number of reasons; the document may be abstract but still associated to a certain category, or you may want to ensure that a specific document is properly categorized. For example, if your Microsoft Word document on handheld computing devices was only categorized under your Wireless category, you might also want to add it to your Desktop Computing Platforms category (as handhelds represent a new paradigm in desktop computing, but do not necessarily find themselves characterized in that way).
There are two ways to manually assign categories to an individual document:
Editing the Search and Categories tab of the document's Properties page.
An easy way to manually categorize a document is by editing the Search and Categories tab on the Properties page of the document. Then an author or Coordinator can select one or multiple values from the checklist of workspace categories by using Windows Explorer. Although the documents must be checked out in order to change the document's category assignments, if they are stored in an enhanced folder. If your workspace contains a small number of documents, this is a good method to use.
Adding the Categories property to the documents profile.
If the Coordinator has configured the document profile to display categories then the author will be able to select the categories that apply when checking in the document. When the Coordinator adds the Categories property to the document profile, it forces the author to assign categories to it. This method is efficient to use when the workspace is going to contain a large number of documents.
