Introduction to Metadata
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description
This presentation provides and introduction to MetaData and SharePoint.
Transcript of Introduction to Metadata
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Overview
• Building Blocks • Content Type Syndication• Terms & Term Sets
What is Meta Data?
• “Data that describes other Information”• “Selected information about data that
summarises important aspects of the data.” • Helps you Organise and Categorise Items.• Library Cards are a great example.
Wine Name“Rusty Red”
Price$10.00
Colour“Red”
Type“Cabernet”
Region “Stanthorpe”
Year2000
Size750ml
Country of Origin “Australia”
Maker “Milne Vineyards”
Meta Data
Created ByJames Milne
File Name“Purchasing Pens”
Doc Number “401.1”
Type“Policy”
Review Date01/10/2005
Business Unit“Procurement”
Category“Purchasing”
Division “Finance”
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Document Metadata
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Benefits
• Workflow can leverage Meta Data.– To make decisions.– To store status, eg. “Phase”,
“Stage” or “Status”.– Information Management Policies.
• Searchability.– Advanced Search.– Faceted Search.
• Content Query Web Part.
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Building Blocks
• Custom List Columns• Site Columns• Content Types
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Custom List Columns
• List Columns are defined at the list or library level.
• These Columns can be referenced by other lists or libraries in the same site.
• Ideal for local “status information”.
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Site Columns
• Define Columns of Meta Data at the site level.• OOTB Site Columns.• Inherited from Parent Site.• Can be visible through the
whole Site Collection.• Ideal for standardising on
Meta Data.
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Content Types
• “Places documents and items into a business context”.
• OOTB Content Types.• Hierarchical Content Types.• Content Type Inheritance.
Content Types
Document Template
Site Columns
Workflow
IMP
Document Conversion
Document Information
Panel ---------------------------
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DemoWorking with Content Types
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Site
Big Picture (Using Columns)
ListList
Content TypeContent
TypeContent
Type
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Big Picture (Using Columns)
Site
ListList
Content TypeContent
TypeContent
Type
Master TMList Business D
ata
Site Members
InfoPath
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SharePoint 2010
• MetaData Management Service • Terms & Term Sets• Content Type Syndication• External Content Types
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Take Away
• Plan, Plan, Plan• Involve Key Stake Holders from the Business• Audit Existing Templates• Document– Document Types– MetaData
• Detailed Descriptions!
