8. 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.
10. 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
13. Content Organizer Rules
• Property based rules
• Users don’t need to know where to save
anymore
• Well organized content
• Searchability and Findability
14. 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!
15. 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
16. 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
17. 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