Chris McNulty has over 14 years of experience with SharePoint and 20+ years in IT. He has several Microsoft certifications and three children with his wife Hayley. The document discusses using managed metadata and content types in SharePoint 2010 to classify and route documents for collaboration, drop-off libraries, and retention policies. It provides examples of using metadata properties for filtering and various actions that can be automated through workflows.

1. Lavacon 2015
Chris McNulty

2. 14 years in
SharePoint, 20+ in IT
MVP MCP MCSE
MCTS VTSP MSA
Meet Chris McNulty @cmcnulty2000
3 children (Devin,
Nate, Rachel) and
my wife Hayley

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 http://www.datafacet.com/signup.aspx?feat=GBT_SP2010
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 http://www.wictorwilen.se/Post/Create-SharePoint-2010-Managed-Metadata-
with-Excel-2010.aspx

8.  Adjective Noun Verbs
Example Red Spreadsheets Copy to Folder
SharePoint 2007 -- Content Type “Copy”
SharePoint 2010 Managed Metadata (Content
Types and/or Taxonomy)
Documents Copy, Link, Move, Update
Find and use!

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10. Initial
Collaboration
• Multiuser editing
• Work in SkyDrive Pro
• Work in OWA
Drop-off
Library
• Send from Document Center and leave behind a link
• Look for PowerPoint Files
• Require a Department
Routing
• If Marketing Send to Home Page Library
• If Not Send to Presentation Archive
Retention
• Marketing Forever
• Others Three Months

11. Actions
100s
Documents
1000s
Descriptions, Tags, Classifications
10 X 1000s

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 http://www.chrismcnulty.net/blog
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