SPSLA - Docs without Folders: Organizing with SharePoint Content Types and Metadata
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SPSLA - Docs without Folders: Organizing with SharePoint Content Types and Metadata
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SPSLA - Docs without Folders: Organizing with SharePoint Content Types and Metadata
- 1. Docs without Folders Organizing Documents with Content Types & Metadata Kenneth Lo, PMP May 18th, 2013 1
- 2. @kattelo | kattelo.com Announcements • SharePoint Saturday Silicon Valley (#SPSSV), June 22, 2013 http://klo.pm/187fKnW 2
- 3. @kattelo Kenneth Lo, PMP • 15+ Years in Consulting • International Speaker • Bay Area Start-Ups • Fortune 500 & Federal Agencies • @klopmp 3
- 4. @kattelo Kattelo Consulting • San Francisco Company • Cloud | SharePoint | Mobility • http://kattelo.com • @kattelo 4
- 5. @kattelo | kattelo.com Audience • IT Pros Track - 200 • Technical Managers • Information Architects • Power Users 5
- 6. @kattelo | kattelo.com Agenda • Taxonomy • Metadata • Views • Live Demo • Best Practices 6
- 7. Taxonomy 7
- 9. @kattelo | kattelo.com Issues • Multiple Categories • Duplicate Files • Complex File Naming • Un-Usability 9
- 10. @kattelo | kattelo.com Old Habit - Folders 10
- 11. @kattelo | kattelo.com “Metadata” by Names Nice descriptive file name! 11
- 12. @kattelo | kattelo.com Brave New World 12
- 13. @kattelo | kattelo.com Look Ma, No Folders! 13
- 14. @kattelo | kattelo.com Group By Metadata 14
- 15. @kattelo | kattelo.com Group By Metadata 15
- 16. @kattelo | kattelo.com Justify Tagging • Document Properties • Metadata Inside Office Docs • Always in Sync 16
- 17. @kattelo | kattelo.com Document Property 17
- 18. Metadata 18
- 21. @kattelo | kattelo.com Site Columns • Building Blocks • Data Types • Validations Use custom groups for easier organization and retrieval 21
- 22. @kattelo | kattelo.com Site Columns 22
- 23. @kattelo | kattelo.com Design Tips • Minimize Typing • Prevent Invalid Data • Avoid Naming Columns with Reserved Keywords 23
- 24. @kattelo | kattelo.com Column Types 24
- 26. @kattelo | kattelo.com Managed Metadata • No Boundaries • Farms • Web Applications • Site Collections • Auto-Complete 26
- 27. Views 27
- 28. @kattelo | kattelo.com Views • Virtual Folders • Sort, Filter, Group • Modify within Clicks 28
- 31. @kattelo | kattelo.com In a Hurry? Bulk Edit! 31
- 32. Live Demo 32
- 34. @kattelo | kattelo.com Best Practices • Plan with TechNet Worksheets • Agree Enterprise-Wide • Mandate Metadata Selectively 34
- 35. @kattelo | kattelo.com Best Practices • Bulk Edit in Datasheet View • Customize Views • Paginate for Faster Rendering 35
- 36. @kattelo Resources Kattelo Presentations http://kattelo.com/resources Why I Use SharePoint http://iusesharepoint.com Nothing But SharePoint http://nothingbutsharepoint.com 36
- 37. @kattelo | kattelo.com Join us at after the closing ceremony at The Daily Pint for drinks and laughs. A great opportunity to network with other SharePoint Professionals! 37
- 38. @kattelo | kattelo.com Atera Prime K2 Axceler KnowledgeLake CBT Clips KwizCom Dell QuickStart Hershey Technologies Virtualworks Platinum & Gold Sponsors Silver Sponsors 38
- 39. @kattelo | kattelo.com Thank You 39