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Presented by James Milne
James.Milne@Myriadtech.com.au
@JamesMilne

1
• Building Blocks
• Content Type Syndication
• Terms & Term Sets

2
What is Meta Data?

• “Data that describes other Information”
• “Selected information about data that
summarises important aspects of the data.”
• Helps you Organise and Categorise Items.
• Library Cards are a great example.
Meta Data

Colour
“Red”

Price
$10.00

Type
“Cabernet”

Year
2000

Region
“Stanthorpe”

Country of Origin
“Australia”

Wine Name
“Rusty Red”

Size
750ml

Maker
“Milne Vineyards”
Document Metadata

File Name
“Purchasing Pens”

Doc Number
“401.1”

Type
“Policy”

Category
“Purchasing”

Created By
James Milne
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Review Date
01/10/2005

Business Unit
“Procurement”

Division
“Finance”
Benefits

• Workflow can leverage Meta Data.
– To make decisions.
– To store status, eg. “Phase”,
“Stage” or “Status”.
– Information Management Policies.

• Searchability.
– Advanced Search.
– Faceted Search.

• Content Query Web Part.
6
Building Blocks

• Custom List Columns
• Site Columns
• Content Types

7
Custom List Columns

• List Columns are defined at the list or library
level.
• These Columns can be
referenced by other lists or
libraries in the same site.
• Ideal for local “status
information”.

8
Site Columns

•
•
•
•

Define Columns of Meta Data at the site level.
OOTB Site Columns.
Inherited from Parent Site.
Can be visible through the
whole Site Collection.
• Ideal for standardising on
Meta Data.

9
Content Types

• “Places documents and items into a business
context”.
• OOTB Content Types.
• Hierarchical Content Types.
• Content Type Inheritance.

10
Content Types

-------------------------
Demo
Working with Content Types

12
Big Picture (Using Columns)

Site
Content
Content
Content
Type
Type
Type

List

List

13
Big Picture (Using Columns)

Site
Content
Content
Content
Type
Type
Type

List

List

Site Members

Business Data

InfoPath
Master TM
List

14
SharePoint 2010

•
•
•
•

MetaData Management Service
Terms & Term Sets
Content Type Syndication
External Content Types

15
Take Away

•
•
•
•

Plan, Plan, Plan
Involve Key Stake Holders from the Business
Audit Existing Templates
Document
– Document Types
– MetaData

• Detailed Descriptions!
16
Questions?

17

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Introduction to Metadata