Libraries -- Creation, Management, and Editing

Create a Library

1.  Navigate to the site where you want to add a library. The site's home page will open.

2.  Click the Site Actions menu and select More Options... The Create dialog box will open.

3.  Click the Library option in the Filter By section. The libraries will be displayed.

4.  Click the Document Library icon. The Document Library information pane will appear. Enter a title for the new library in the Name field. This will appear in any list of libraries in SharePoint.

5.  Click the More Options button. The Advanced Document Library Create dialog box page will

appear.

6.  Enter any notes about the new library in the Description field.

7.  If you want to have a link to the list in your site's Quick Launch, leave the Navigation option set to Yes. This will allow faster navigation by including a link to the library on the left column of most pages.

8.  Click the option to determine the tracking of a document's version history. This will track basic

versions of documents placed in the library.

9.  Select a default Document Template option.

10. Click Create. The new library will be created.

 

Create a New Folder in a Library

​1.  Navigate to the library where you want to add an item.

2.  Click the Documents sub-tab in the Library Tools tab. The Documents tools ribbon will appear.

3.  Click the New Folder button. The New Folder dialog box will open.

4.  Type a label for the folder in the Name field.

5.  Click Save. The folder will appear in the document library. Create New Columns in a Library

1.  Navigate to the library you want to modify.

2.  In the Library Tools tab, click the Library sub-tab. The Library tools ribbon will open.

3.  Click the Create Column button.

a.  The Create Column dialog box will open.

4.  Enter a name for the new column in the Column name field.

5.  Specify the type of information that will be contained in the library column. This could include text; number and currency values; dates and times; or information already within your SharePoint site.

6.  Add notes for the column in the Description field. This will appear in the New and Edit Item pages to tell users what information is needed.

7.  Specify if the column is required to contain information. If it is required, the field will be denoted as such in the New and Edit Item pages.

8.  Depending on the type of information in the column, additional settings will be needed. Set them as desired.

9.  Click OK. The column will be added to the library.

E​diting Existing Library Columns

​1.  Navigate to the library you want to edit.

2.  In the Library Tools tab, click the Library sub-tab. The Library Tools ribbon will open.

3.  Click the Library Settings button. The Document Library Settings page will open.

4.  In the Columns section, click on the name of the column you want to edit. The Change Column page will open.

5.  Enter or add the information you want to change in the appropriate field.

6.  Click OK. The Document Library Settings page will open again and the changes will have been updated for the Column. Changes to the Column name field, type of information or whether the field is required will be reflected in the Columns section.

Delete Library Columns

1.  Navigate to the library you want to edit.

2.  In the Library Tools tab, click the Library sub-tab. The Library Tools ribbon will open.

3.  Click the Library Settings button. The Library Settings page will open.

4.  In the Columns section, click on the name of the title you want to remove. The Change Column page will open.

5.  Click Delete. A confirmation dialog box will appear.

6.  Click OK. The Document Library Settings page will open again, with the desired column removed from the Columns section.

 

Create a List

1.  Navigate to the site where you want to add a custom list. The site's home page will open.

2.  Click the Site Actions menu and select More Options… The Create dialog box will open.

3.  Click the Custom List icon. The Custom List information pane will appear.

4.  Enter a title for the new list in the Name field. This is used to identify the list throughout

SharePoint.

5.  Click More Options. The Advanced Custom List Create dialog box will appear.

6.  Enter any notes about the new list in the Description field. This appears as a sub-heading when your list is open in SharePoint.

7.  If you want to have a link to the list in your site's Quick Launch section, leave the Navigation option set to Yes.

8.  Click Create. The new list will be created. 


Add New List Columns

1.  Navigate to the list you want to modify. The list page will open.

2.  In the List Tools tab, click the List sub-tab. The List ribbon will open.

3.  Click Create Column. The Create Column dialog box will open.

4.  Enter a name for the new column in the Column name field.

5.  Specify the type of information that will be contained in the list column. This could include text; number; currency values; dates and times; or information already within your SharePoint site.

6.  Add notes for the column in the Description field. This will appear in the New and Edit Item pages to tell users what information is needed.

7.  Specify if the column is required to contain information. If it is required, the field will be denoted as such in the New and Edit Item pages.

8.  Depending on the type of information selected in Step 5 above, additional settings may be needed. Set them as desired.

9.  Click OK. The column will be added to the list.

 

Edit Existing List Columns

1.  Navigate to the list you want to edit. The list page will open.

2.  In the List Tools tab, click the List sub-tab. The List tools ribbon will open.

3.  Click the List Settings button. The List Settings page will open.

4.  In the Columns section, click on the name of the title you want to edit. The Change Column page will open.

5.  Enter or add the information you want to change about the column in the appropriate field.

6.  Click OK. The List Settings page will open again, with the changes indicated in the Columns section. 


Delete List Columns

1.  Navigate to the list you want to edit. The List page will open.

2.  In the List Tools tab, click the List sub-tab. The List tools ribbon will open.

3.  Click the List Settings button. The List Settings page will open.

4.  In the Columns section, click on the name of the field you want to remove. The Change Column page will open.

5.  Near the bottom of the page, click Delete. A confirmation dialog box will open.

6.  Click OK. The List Settings page will open again, with the column removed from the Columns ​section.