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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
8.
@kattelo | kattelo.com Taxonomy 8
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
19.
@kattelo | kattelo.com Inheritance 19
20.
@kattelo | kattelo.com Step-By-Step 20
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
25.
@kattelo | kattelo.com Validation 25
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
29.
@kattelo | kattelo.com Views 29
30.
@kattelo | kattelo.com Views 30
31.
@kattelo | kattelo.com In
a Hurry? Bulk Edit! 31
32.
Live Demo 32
33.
Best Practices 33
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