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Indiana Wesleyan University Support Knowledge Base

Adding a Column to a Library or List

Overview

Explains how to add a column to an existing library or list on a portal site.

Creating a New Column

  1. From within your document library, Select Library from the Library Tools and Create Column from the ribbon.

createColumn.png

 

  1. In the Name and Type section, enter a [Column Name]

columnName.png

 

  1. In the Name and Type section, choose [Choice (menu to choose from)]
    • Note:  There are many other column types you can pick

columnOption.png

  1. {Optional} In the Additional Column Settings section, enter a [Description] for your column
  2. {Optional} In the Additional Column Settings section, choose to make this column required by choosing [Yes]
  3. {Optional} In the Additional Column Settings section, enter new [choices] each on a separate line
    • Note:  You can add more choices than the three defaults

columnChoiceOptions.png

  • Note:  By using choices, you can enforce a standard nomenclature for your meta-data
    1. Another reason to not use folders!!! 

 

  1. {Optional} In the Additional Column Settings section, choose [Display Choice]

columnChoiceDisplayOptions.png

  1. {Optional} In the Additional Column Settings section, choose to allow fill-in choices by choosing [Yes]
  2. {Optional} In the Additional Column Settings section, enter a [default value]
    • Note:  Leaving this field blank will improve your meta-data quality
  3. {Optional} In the Additional Column Settings section, uncheck [Add to default view] if you do not want this information to be displayed in the main view

columnChoiceDefaultValue.png

 

columnNewlyCreated.png

 

You have successfully created a custom column in your document library!

Populating Your New Column

  1. From within your document library, hover over your first document and click the pull-down arrow
    • Note:  You don’t have to actually click the arrow, you can click anywhere on the line except for the name itself, that will launch the document instead
  2. On the resulting context menu, click [Edit Properties] columnEditingProperties.png
  3. {Optional} You can change the file [Name] of the document
  4. {Optional} You can change the [Title] of the document
  5. Select a choice from your choice list of your newly created custom column
    • Note:  This may or may not be required depending on how you setup the column properties
  6. Click [OK]

columnSelectingChoice.png

choiceColumnPopulated.png

 

An alternative method to populating custom columns (using Internet Explorer ONLY):

  1. From within your document library, choose Library from the Library Tools section and the click [Datasheet View] from the ribbon.

datasheetView.png

  1. Populate the second document in your document library
    • Note:  In the datasheet view, you have many of the standard excel functions available to you like copy and paste

datasheetColumns.png

  1. From within the ribbon, choose [Standard View] to return to your library.

standaraViewButton.png

  • Note:  If you make a lot of edits, you may have to wait for them to finish processing  

 

You have successfully populated custom meta-data in your document library!