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Geotag documents

In ArcGIS Map Search, as the map author, you are responsible for adding reference layers to the map and setting the geotagging attribute for each layer. As a SharePoint user, you can geotag your SharePoint documents so that they can be quickly located by clicking a relevant feature on the map.

What can I geotag with a map?

You can geotag the following types of SharePoint content from your SharePoint site collection:

  • Documents—Choose one or more documents to tag using a reference layer's geotagging attribute.
  • Document sets—You can geotag an entire document set. When you geotag a document set, the generated metadata applies only to the document set; the individual documents contained in the set are not geotagged.
  • Picture libraries—Choose one or more digital photos or graphics to tag using a reference layer's geotagging attributes. Supported file formats include PNG, GIF, JPG, JPEG, and BMP. Audio and video files are not supported.
  • Folders—When you geotag a folder, only the files in the folder are tagged using the layer's geotagging attribute; the folder cannot be tagged. When your selection includes a folder, specify whether to geotag all items in the folder recursively or not tag any items in the folder. To geotag individual files in the folder, expand the folder in the Geotag pane and choose the files to geotag.

Select and drag to geotag

To geotag your SharePoint documents, do the following:

  1. In SharePoint, open the ArcGIS Map Search map-enabled page previously configured by the map author.
  2. On the map toolbar, click Geotag to open the Geotag pane.

    The Geotag pane lists all the available document libraries in the current SharePoint site.

  3. To change sites, click the Go to site button and choose a different site from your site collection. Click Go to site again to view the document libraries in that site.
  4. Click a document library to view its contents.

    A document library can contain documents, document sets, and folders.

  5. To sort the list alphabetically by name, click the Name column header.
  6. To filter documents, type a keyword in the Filter documents field.

    As you type, the list narrows to include only files with titles that contain the keyword. For example, type PDF to list only PDF documents.

  7. Click the toggle button next to a document to select it.

    To select all the contents of the document set, click the toggle button in the table header. To select multiple documents, click the toggle button next to each document you want to select.

    A status message at the bottom of the pane shows the number of documents and folders currently selected.

  8. Drag your selection over a feature on the map.

    A pop-up appears, listing the geotagging attributes that will be used to tag the documents and the documents being tagged. If the map contains more than one reference layer with geotagging attributes set, the documents will be tagged using the geotagging attributes from all visible layers.

    Drag files over a feature on the map to geotag them
  9. Release the mouse button to complete geotagging.

    If your selection included a folder, a message appears asking if you want to geotag all contents of the folder recursively. Click Yes to do so. If you click No, the contents of the folder will not be geotagged. You can also expand the folder in the Geotag pane and choose individual files to geotag.

    A progress bar indicates the geotagging process.

    When geotagging is complete, the Tags column in the Geotag pane shows the updated number of tags assigned to each document.

    Note:

    After you geotag documents, they do not immediately appear in a geosearch. The geotags will be registered in the dedicated SharePoint term set when the site is indexed. The indexing frequency depends on how your SharePoint site is configured.

Modify geotags

You can modify the geotags for a document by removing one or more existing tags. Keep in mind, however, that doing so may affect geosearch results for other users. If you remove a geotag, documents previously tagged using that attribute will no longer appear in geosearch results.

To remove a geotag from a document, do the following:

  1. On the map toolbar, click Geotag to open the Geotag pane.
  2. From the list of documents, click the number in the Tag column for the document you want to modify.

    The Document tags pane appears, listing the current geotags assigned to the document.

    Edit geotags
  3. Click the Delete button Delete geotag on the tag to remove it.

    The tag is removed from the document and the attribute will no longer be used in geosearches.

  4. To open the document, click Open Document in the Document tags pane. Alternatively, click the document's file name in the Geotag list.

Search geotagged reference layers

Use the search function to quickly find specific geotagged features on the map.

To search for geotagged features, do the following:

  1. Open a page that contains a previously geotagged map.

    The map should contain at least one geotagging reference layer.

  2. In the Find address or place field, click the arrow to display the drop-down menu.

    The list includes available geocoding services and all existing geotagging reference layers.

    Search geotagged layers
  3. Choose the geotagging reference layer to search.

    The search field provides an example of acceptable search values.

  4. In the search field, type the value that you want to find.

    The search results list shows possible results and close matches, based on geotagging attributes used for the selected reference layer.

  5. Choose a field from the list.

    The map zooms to the feature geotagged with the specified attribute.