7. LOCATION: FOLDERS VS. DOCUMENT
SETS
• Document Sets:
Components, similar to folders, that
enable users to collaborate on related
documents without having to create a
new document library or site.
9. METADATA MANAGEMENT
• Managed Metadata:
A hierarchical collection of centrally managed terms
that you can define and then use as attributes for
items.
Benefits:
• Consistent use of terminology
• Better search results
• Dynamic
10. METADATA MANAGEMENT
List Columns Managed Metadata
Local term sets Global term sets
Managed in the context Managed out of context
Static Dynamic
Managed by admins Managed by owners
Can be imported from CSV
11. METADATA MANAGEMENT
• Best Practices for Metadata Management
• Has to be defined by the business!
Help but don’t drive!
• Users are not taxonomy experts - Teach them!
• Managing metadata
• Using metadata
• Think in managed metadata
• Taxonomy vs. Folksonomy
• Build hierarchy – instead of flat term stores
• Be careful of legal requirements
12. CONTENT TYPES
• Create your own „root” content types
Document
Document_Root
Technical
Contract Marketing
Document
Requirements Case Study User Manual Presentation
System For Business
Requirements Decision Makers
Functional
Requirements For Developers
For Admins
15. CONTENT ORGANIZER RULES
• Property based rules
• Users don’t need to know where to
save anymore
• Well organized content
• Searchability and Findability
16. CONTENT ORGANIZER RULES
• Use if you have clear organizing requirements
• Deploy a good Search Architecture Search
Based Navigation
• Don’t forget to turn on the Content Organizer
Feature – on the Target Site too!
• Don’t forget to implement Content Types in the
Target Libraries
• Teach the users!
18. SESSION EVALUATIONS
• Your feedback is important to us. Please fill in the
session evaluation on the Conference Agenda.
• Ratings • Please rate the
• 1 Below Expectations • Content
• 2 Met Expectations • Speaker
• 3 Exceeded Expectations • Demo