This online, on-demand course is for anyone who is struggling to find documents stored in the existing folder hierarchies.
What's in the Course?
- Problems with folders
- The concept of metadata
- How to set up metadata in SharePoint
- How to create Library-level metadata
- How to create Site-level metadata
- How to create Term Store metadata
- Term Store Advantages
- How to configure Views
- Metadata Limitations
- Enterprise Keywords
- How to come up with metadata
COURSE CURRICULUM
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1
INTRODUCTION
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Welcome to the Course
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Course Prerequisites
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2
METADATA OVERVIEW
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Problems with Folders
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The concept of SharePoint Metadata
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Metadata Real Life Example
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Metadata in SharePoint Overview
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3 ways to create Metadata in SharePoint
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3
LIBRARY METADATA
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Column Types Overview
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How to create Library Metadata
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How to tag documents
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How to update Library columns
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How to change the order of columns in the Information Panel
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Library Metadata Limitations
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4
SITE METADATA
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Site Column Creation Process Overview
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How to create Site Columns
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How to add Site Columns to a library
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How to Update Site columns
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Site Metadata Limitations
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5
TERM STORE METADATA
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Introduction to the Term Store
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How to make yourself an Admin of the Term Store
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The concept of Term Groups, Term Sets, Terms
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Term Store Metadata Column Creation Process Overview
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How to create new Terms
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How to create Managed Metadata Columns
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How to tag documents with Managed Metadata
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How to update Managed Metadata Columns
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How to delete Terms
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How to access Term Store from a SharePoint Site
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6
TERM STORE ADVANTAGES
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Global Metadata
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Rename a Term
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Typeahead functionality
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Synonyms
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Term Hierarchies
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Multi-language support
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Custom Sort
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Submission Policy
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Term Group Security
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Term Import via Excel
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7
VIEWS
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How to change the order of columns in a view
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How to create additional views in a library
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How to pin columns to the Filters Pane
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8
METADATA LIMITATIONS
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Required Metadata implications
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Security implications
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OneDrive Sync implications
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Global Search implications
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Tagging Folders
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Filtering across files and Folders
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9
ADDITIONAL METADATA TIPS
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How to come up with metadata
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Metadata Considerations
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Enterprise Keywords
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10
NEXT STEPS
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Your feedback - Post Course Evaluation
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Coupon for the next course
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PREREQUISITE
SharePoint Beginner Course