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Understanding SharePoint 2010 Lists & Libraries

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Instructional slides outlining the primary differences between SharePoint 2010 List & Libraries. Level 100

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Understanding SharePoint 2010 Lists & Libraries

  1. 1. Greg GignacUnderstanding Lists & Libraries Copyright © Greg Gignac, All Rights Reserved
  2. 2. About Your Instructor• Experience: SharePoint Consultant for the past 3 years implementing and architecting business solutions inside intranets/extranets built on the MS SharePoint 2010 platform.• Education: Villanova Master Certificates; Project Management, Business Analysis, ROI Analysis• Certifications: PMI - Certified Associate in Project Management AIIM - Certified SharePoint 2010 Specialist AIIM - Certified Practitioner; ECM, BPM, IOA MOS - SharePoint 2010, Outlook 2010, PowerPoint 2010 MCT - Microsoft Certified Trainer Copyright © Greg Gignac, All Rights Reserved
  3. 3. Meet & Greet• 1-minute introduction: – Name – Work – What version of SharePoint are you using and what is your experience level? – What are your expectations of this class? Copyright © Greg Gignac, All Rights Reserved
  4. 4. Contact InfoName: Greg GignacEmail: gregignac@hotmail.comhttp://www.linkedin.com/pub/greg-gignac/7/683/402 Copyright © Greg Gignac, All Rights Reserved
  5. 5. Housekeeping• This Class is 3 hours in length - 9:00 to 12:00• Bathrooms - down hall on either side• Vending Machines - across the hall• Fire Exits - end of both halls Copyright © Greg Gignac, All Rights Reserved
  6. 6. Preflight Check1. Get comfortable  • Temperature • Chair1. Do you have a handout?2. Feel free to take NOTES! • Do you have pen and paper? Copyright © Greg Gignac, All Rights Reserved
  7. 7. Pre-Course Announcement• Understanding Lists & Libraries – What are Lists & Libraries? – Why use a List or Library? – When to use a List or a Library? – Where are Lists & Libraries located? Copyright © Greg Gignac, All Rights Reserved
  8. 8. Course Prerequisites• Do you have at least 2 months experience with the Microsoft SharePoint platform?• Do you have basic knowledge of the Microsoft Office suite? Word, Excel etc. Copyright © Greg Gignac, All Rights Reserved
  9. 9. SharePoint Resources• Websites Office.com, nothingbutsharepoint.com• Books The SharePoint Shepherd’s Guide for End Users, How to Do Everything Microsoft SharePoint• Videos• Lynda.com, SharePoint-Videos.com• Conferences SharePoint Saturday(free)• LinkedIn SharePoint Groups Copyright © Greg Gignac, All Rights Reserved
  10. 10. Module 1Understanding SharePoint Lists & Libraries Copyright © Greg Gignac, All Rights Reserved
  11. 11. Learning Objectives• What is a SharePoint List & Library?• Why use a List or Library?• When to use a List or Library?• Where are List & Libraries located? Copyright © Greg Gignac, All Rights Reserved
  12. 12. SharePoint Lists & LibrariesWhat•Lists & Libraries first appeared in the 2001version of the SharePoint platform•Lists and libraries are modern, flexible structuresto store information compared to the folderstructures found in Microsoft Operating Systems.•Lists and Libraries have a column/row structurelike an Excel spreadsheet. Copyright © Greg Gignac, All Rights Reserved
  13. 13. SharePoint Lists & Libraries Copyright © Greg Gignac, All Rights Reserved
  14. 14. SharePoint Lists & Libraries• Lists & Libraries in SharePoint 2001• Lists & Libraries are modern, __________ structures to __________ information.• Lists & Libraries ___________ to the folder structure of Microsoft Operating systems.• Lists & libraries have a _________ / _____ structure like an Excel spreadsheet. Copyright © Greg Gignac, All Rights Reserved
  15. 15. SharePoint Lists & LibrariesWhy•Lists & Libraries provide flexibility for storinginformation that is not possible in a folderstructure.•3 New Capabilities:- Sort- View- Filter Copyright © Greg Gignac, All Rights Reserved
  16. 16. SharePoint Lists & Libraries SORT Copyright © Greg Gignac, All Rights Reserved
  17. 17. SharePoint Lists & LibrariesWhy•Lists & Libraries provide flexibility for storinginformation that is not possible in a folderstructure.•3 New Capabilities:- Sort- View- Filter Copyright © Greg Gignac, All Rights Reserved
  18. 18. SharePoint Lists & Libraries VIEW Copyright © Greg Gignac, All Rights Reserved
  19. 19. SharePoint Lists & LibrariesWhy•Lists & Libraries provide flexibility for storinginformation that is not possible in a folderstructure.•3 New Capabilities:- Sort- View- Filter Copyright © Greg Gignac, All Rights Reserved
  20. 20. SharePoint Lists & Libraries FILTER Copyright © Greg Gignac, All Rights Reserved
  21. 21. SharePoint Lists & Libraries Mnemonics STOP VIEWING FOLDER S Copyright © Greg Gignac, All Rights Reserved
  22. 22. SharePoint Lists & Libraries Mnemonics SORT VIEW FILTER Copyright © Greg Gignac, All Rights Reserved
  23. 23. SharePoint Lists & Libraries Mnemonics STOP VIEWIN G FOLDER S Copyright © Greg Gignac, All Rights Reserved
  24. 24. SharePoint Lists & LibrariesQ. Why use Lists & Libraries?a. Freeb. Flexiblec. Fun Q. What capabilities do list and libraries provide?a. standardizing, vectoring, focusingb. sections, variables, columnsc. sort, view, filter Copyright © Greg Gignac, All Rights Reserved
  25. 25. SharePoint ListsLists•Lists can be createdinside any SharePointsite.•Lists are structured incolumns and rows.•Lists hold data in theirrespective column androw. Copyright © Greg Gignac, All Rights Reserved
  26. 26. SharePoint LibrariesLibraries•Libraries can be createdinside any SharePoint site.•Libraries are structured incolumns and rows.•Libraries hold data in theirrespective column and rowwith the added capability ofattaching a file to adesignated type column. Copyright © Greg Gignac, All Rights Reserved
  27. 27. When to use a List or Library?When•The primary difference between a list and libraryis the added capability of attaching a file type to alibrary.•SharePoint supports most file types such asWord, Excel, PowerPoint, PDF etc. Copyright © Greg Gignac, All Rights Reserved
  28. 28. When to use a List or Library?When to use Lists-A use case of a list is a phone list where you onlyneed to view basic contact information;Name | Number | RelationshipJohn Smith 555 - 5555 Brother Copyright © Greg Gignac, All Rights Reserved
  29. 29. When to use a List or Library?When to use Libraries-A use case for a library is an area where you wouldlike to store all of your sales information. Thisincludes basic information about the client as well asthe client’s contract which in this case is a worddocument.File Type | Client | Region | Total Sales John Smith East $5,000.00 Copyright © Greg Gignac, All Rights Reserved
  30. 30. When to use a List or Library? Association TrickThink of the Library as a “Reference Library”•You build a library rather than a list because youneed to “reference” (or attach) information.•You visit a library to reference a book or document. Copyright © Greg Gignac, All Rights Reserved
  31. 31. When to use a List or Library?The primary difference between a list and a library isthe added capability of attaching a ______ _____ toa library.Name a file type you can attach to a library?1.2.3. Copyright © Greg Gignac, All Rights Reserved
  32. 32. When to use a List or Library?If you wanted to store a group of excelworksheets in SharePoint would you create alist or library? Copyright © Greg Gignac, All Rights Reserved
  33. 33. Where are Lists and Libraries?Where•List and Libraries are located and created in anySharePoint site.•There is no limit on the number of lists orlibraries that you can create on a site. Copyright © Greg Gignac, All Rights Reserved
  34. 34. Ready, Set, Review• What is a SharePoint List & Library?• Why use a List or Library?• When to use a List or Library?• Where are Lists & Libraries located? Copyright © Greg Gignac, All Rights Reserved
  35. 35. Questions Copyright © Greg Gignac, All Rights Reserved
  36. 36. Break Time• Next Module – Using Lists, Case Studies Please be back in 15 Minutes Copyright © Greg Gignac, All Rights Reserved
  37. 37. • Thank You for Learning!! Copyright © Greg Gignac, All Rights Reserved

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