When you start using SharePoint everyone says, "Don't use folders." If that is true, how do we organize and find our stuff we put into SharePoint? Metadata. In this session we will explore what metadata is, how to use it, and how to get our co-workers to use it. Recreate this demo when you get back to the office to win your users over to the metadata side. This demo works in SharePoint 2007, 2010 and 2013.
Key Take Aways:
•What is metadata
•When to use metadata
•Choices for metadata
•When to use folders
2. HOUSE KEEPING
Complete session evaluations in Guidebook
Decks will be posted. Be patient.
Complete Vendor Bingo to win cool prizes
Thank the Sponsors & Volunteers
Have Fun!
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4. WHAT WILL WE DO?
How to explain metadata to the average user
Tips and tricks to create a metadata structure for
SharePoint apps
The three key uses for folders in SharePoint
Demo
– Why metadata is better than folders
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…sometimes
14. ALREADY USING
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Contracts
2013 2012 2011 2010
Client A
Client B
Client C
Client D
Client E
Client F
Client A
Client B
Client C
Client D
Client E
Client F
Client A
Client B
Client C
Client D
Client E
Client F
Client A
Client B
Client C
Client D
Client E
Client F
15. ALREADY USING
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Contracts
Client A Client B Client B Client C
2008
2009
2010
2011
2012
2013
2008
2009
2010
2011
2012
2013
2008
2009
2010
2011
2012
2013
2008
2009
2010
2011
2012
2013
23. USER DEFINED METADATA
Display Name Internal Name Type Choices Notes
Date Date Date & Time Date Only
Type of Document TypeOfDocument Choice Budget
Contract
Minutes
NDA
Could be Managed
Metadata
Status Status Choice WIP
Final
Approved
Signed
Proceed each status
with a number to
allow for sorting
Version OOB Display in view
Client Client Lookup Lookup to client list
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35. Show benefit of metadata
Use metadata
Use choices
7 2 fields
Only fields that will be used
Folders for security
Folders for large views
RECOMMENDATIONS
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Add metadata within folder