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SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata
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SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

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  • 1. Docs without FoldersOrganizing Documents with Content Types & MetadataKenneth Lo, PMPJune 22nd, 20131
  • 2. @kattelo | kattelo.comAnnouncements• Kattelo SharePoint Office Hours(#SPOfficeHrs), July 9th, 2013http://klo.pm/1aBPHaz2
  • 3. @katteloKenneth Lo, PMP• 15+ Years in Consulting• International Speaker• Bay Area Start-Ups• Fortune 500 & Federal Agencies• @klopmp3
  • 4. @katteloKattelo Consulting• San Francisco Company• Cloud | SharePoint | Mobility• http://kattelo.com• @kattelo4
  • 5. @kattelo | kattelo.comAudience• IT Pros Track - 200• Technical Managers• Information Architects• Power Users5
  • 6. @kattelo | kattelo.comAgenda• Taxonomy• Metadata• Views• Live Demo• Best Practices6
  • 7. Taxonomy7
  • 8. @kattelo | kattelo.comTaxonomy8
  • 9. @kattelo | kattelo.comIssues• Multiple Categories• Duplicate Files• Complex File Naming• Un-Usability9
  • 10. @kattelo | kattelo.comOld Habit - Folders10
  • 11. @kattelo | kattelo.com“Metadata” by NamesNice descriptivefile name!11
  • 12. @kattelo | kattelo.comBrave New World12
  • 13. @kattelo | kattelo.comLook Ma, No Folders!13
  • 14. @kattelo | kattelo.comGroup By Metadata14
  • 15. @kattelo | kattelo.comGroup By Metadata15
  • 16. @kattelo | kattelo.comJustify Tagging• Document Properties• Metadata Inside Office Docs• Always in Sync16
  • 17. @kattelo | kattelo.comDocument Property17
  • 18. Metadata18
  • 19. @kattelo | kattelo.comInheritance19
  • 20. @kattelo | kattelo.comStep-By-Step20
  • 21. @kattelo | kattelo.comSite Columns• Building Blocks• Data Types• ValidationsUse custom groups foreasier organizationand retrieval21
  • 22. @kattelo | kattelo.comSite Columns22
  • 23. @kattelo | kattelo.comDesign Tips• Minimize Typing• Prevent Invalid Data• Avoid Naming Columns withReserved Keywords23
  • 24. @kattelo | kattelo.comColumn Types24
  • 25. @kattelo | kattelo.comValidation25
  • 26. @kattelo | kattelo.comManaged Metadata• No Boundaries• Farms• Web Applications• Site Collections• Auto-Complete26
  • 27. Views27
  • 28. @kattelo | kattelo.comViews• Virtual Folders• Sort, Filter, Group• Modify within Clicks28
  • 29. @kattelo | kattelo.comViews29
  • 30. @kattelo | kattelo.comViews30
  • 31. @kattelo | kattelo.comIn a Hurry? Bulk Edit!31
  • 32. Live Demo32
  • 33. Best Practices33
  • 34. @kattelo | kattelo.comBest Practices• Plan with TechNet Worksheets• Agree Enterprise-Wide• Mandate Metadata Selectively34
  • 35. @kattelo | kattelo.comBest Practices• Bulk Edit in Datasheet View• Customize Views• Paginate for Faster Rendering35
  • 36. @katteloResourcesKattelo Presentationshttp://kattelo.com/resourcesWhy I Use SharePointhttp://iusesharepoint.comNothing But SharePointhttp://nothingbutsharepoint.com36
  • 37. @kattelo | kattelo.com37
  • 38. @kattelo | kattelo.comJoin%us%right%a-er%the%event%at%the%Firehouse%Grill!%Socialize%and%unwind%a-er%our%day%of%learning.%%1765%E.%Bayshore%Road%East%Palo%Alto,%CA%38
  • 39. @kattelo | kattelo.comThank You39

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