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Docs without FoldersOrganizing Documents with Content Types & MetadataKenneth Lo, PMPJune 22nd, 20131
@kattelo | kattelo.comAnnouncements• Kattelo SharePoint Office Hours(#SPOfficeHrs), July 9th, 2013http://klo.pm/1aBPHaz2
@katteloKenneth Lo, PMP• 15+ Years in Consulting• International Speaker• Bay Area Start-Ups• Fortune 500 & Federal Agencie...
@katteloKattelo Consulting• San Francisco Company• Cloud | SharePoint | Mobility• http://kattelo.com• @kattelo4
@kattelo | kattelo.comAudience• IT Pros Track - 200• Technical Managers• Information Architects• Power Users5
@kattelo | kattelo.comAgenda• Taxonomy• Metadata• Views• Live Demo• Best Practices6
Taxonomy7
@kattelo | kattelo.comTaxonomy8
@kattelo | kattelo.comIssues• Multiple Categories• Duplicate Files• Complex File Naming• Un-Usability9
@kattelo | kattelo.comOld Habit - Folders10
@kattelo | kattelo.com“Metadata” by NamesNice descriptivefile name!11
@kattelo | kattelo.comBrave New World12
@kattelo | kattelo.comLook Ma, No Folders!13
@kattelo | kattelo.comGroup By Metadata14
@kattelo | kattelo.comGroup By Metadata15
@kattelo | kattelo.comJustify Tagging• Document Properties• Metadata Inside Office Docs• Always in Sync16
@kattelo | kattelo.comDocument Property17
Metadata18
@kattelo | kattelo.comInheritance19
@kattelo | kattelo.comStep-By-Step20
@kattelo | kattelo.comSite Columns• Building Blocks• Data Types• ValidationsUse custom groups foreasier organizationand re...
@kattelo | kattelo.comSite Columns22
@kattelo | kattelo.comDesign Tips• Minimize Typing• Prevent Invalid Data• Avoid Naming Columns withReserved Keywords23
@kattelo | kattelo.comColumn Types24
@kattelo | kattelo.comValidation25
@kattelo | kattelo.comManaged Metadata• No Boundaries• Farms• Web Applications• Site Collections• Auto-Complete26
Views27
@kattelo | kattelo.comViews• Virtual Folders• Sort, Filter, Group• Modify within Clicks28
@kattelo | kattelo.comViews29
@kattelo | kattelo.comViews30
@kattelo | kattelo.comIn a Hurry? Bulk Edit!31
Live Demo32
Best Practices33
@kattelo | kattelo.comBest Practices• Plan with TechNet Worksheets• Agree Enterprise-Wide• Mandate Metadata Selectively34
@kattelo | kattelo.comBest Practices• Bulk Edit in Datasheet View• Customize Views• Paginate for Faster Rendering35
@katteloResourcesKattelo Presentationshttp://kattelo.com/resourcesWhy I Use SharePointhttp://iusesharepoint.comNothing But...
@kattelo | kattelo.com37
@kattelo | kattelo.comJoin%us%right%a-er%the%event%at%the%Firehouse%Grill!%Socialize%and%unwind%a-er%our%day%of%learning.%...
@kattelo | kattelo.comThank You39
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SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

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SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

  1. 1. Docs without FoldersOrganizing Documents with Content Types & MetadataKenneth Lo, PMPJune 22nd, 20131
  2. 2. @kattelo | kattelo.comAnnouncements• Kattelo SharePoint Office Hours(#SPOfficeHrs), July 9th, 2013http://klo.pm/1aBPHaz2
  3. 3. @katteloKenneth Lo, PMP• 15+ Years in Consulting• International Speaker• Bay Area Start-Ups• Fortune 500 & Federal Agencies• @klopmp3
  4. 4. @katteloKattelo Consulting• San Francisco Company• Cloud | SharePoint | Mobility• http://kattelo.com• @kattelo4
  5. 5. @kattelo | kattelo.comAudience• IT Pros Track - 200• Technical Managers• Information Architects• Power Users5
  6. 6. @kattelo | kattelo.comAgenda• Taxonomy• Metadata• Views• Live Demo• Best Practices6
  7. 7. Taxonomy7
  8. 8. @kattelo | kattelo.comTaxonomy8
  9. 9. @kattelo | kattelo.comIssues• Multiple Categories• Duplicate Files• Complex File Naming• Un-Usability9
  10. 10. @kattelo | kattelo.comOld Habit - Folders10
  11. 11. @kattelo | kattelo.com“Metadata” by NamesNice descriptivefile name!11
  12. 12. @kattelo | kattelo.comBrave New World12
  13. 13. @kattelo | kattelo.comLook Ma, No Folders!13
  14. 14. @kattelo | kattelo.comGroup By Metadata14
  15. 15. @kattelo | kattelo.comGroup By Metadata15
  16. 16. @kattelo | kattelo.comJustify Tagging• Document Properties• Metadata Inside Office Docs• Always in Sync16
  17. 17. @kattelo | kattelo.comDocument Property17
  18. 18. Metadata18
  19. 19. @kattelo | kattelo.comInheritance19
  20. 20. @kattelo | kattelo.comStep-By-Step20
  21. 21. @kattelo | kattelo.comSite Columns• Building Blocks• Data Types• ValidationsUse custom groups foreasier organizationand retrieval21
  22. 22. @kattelo | kattelo.comSite Columns22
  23. 23. @kattelo | kattelo.comDesign Tips• Minimize Typing• Prevent Invalid Data• Avoid Naming Columns withReserved Keywords23
  24. 24. @kattelo | kattelo.comColumn Types24
  25. 25. @kattelo | kattelo.comValidation25
  26. 26. @kattelo | kattelo.comManaged Metadata• No Boundaries• Farms• Web Applications• Site Collections• Auto-Complete26
  27. 27. Views27
  28. 28. @kattelo | kattelo.comViews• Virtual Folders• Sort, Filter, Group• Modify within Clicks28
  29. 29. @kattelo | kattelo.comViews29
  30. 30. @kattelo | kattelo.comViews30
  31. 31. @kattelo | kattelo.comIn a Hurry? Bulk Edit!31
  32. 32. Live Demo32
  33. 33. Best Practices33
  34. 34. @kattelo | kattelo.comBest Practices• Plan with TechNet Worksheets• Agree Enterprise-Wide• Mandate Metadata Selectively34
  35. 35. @kattelo | kattelo.comBest Practices• Bulk Edit in Datasheet View• Customize Views• Paginate for Faster Rendering35
  36. 36. @katteloResourcesKattelo Presentationshttp://kattelo.com/resourcesWhy I Use SharePointhttp://iusesharepoint.comNothing But SharePointhttp://nothingbutsharepoint.com36
  37. 37. @kattelo | kattelo.com37
  38. 38. @kattelo | kattelo.comJoin%us%right%a-er%the%event%at%the%Firehouse%Grill!%Socialize%and%unwind%a-er%our%day%of%learning.%%1765%E.%Bayshore%Road%East%Palo%Alto,%CA%38
  39. 39. @kattelo | kattelo.comThank You39

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