Professional Documents
Culture Documents
DOCUMENTS IN SHAREPOINT
GREGORY ZELFOND
sharepointmaven.com
@gregoryzelfond
MIGRATION
sharepointmaven.com
CONSULTING
TRAINING
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
Folders
Metadata
Folders + Metadata combo
Document Sets
Managed Metadata
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
Option 1: Folders
sharepointmaven.com
@gregoryzelfond
F O L D E R S
sharepointmaven.com
@gregoryzelfond
CONS
Lots, see next slide
sharepointmaven.com
@gregoryzelfond
Usability
URL length limitation
Moving File URL
Security
User experience
File duplication
7. 1 Lonely View
8. Cant Sort & Filter
9. Change is hard
10. Lost documents
11. Navigation
12. Cost
@gregoryzelfond
Option 2: Metadata
sharepointmaven.com
@gregoryzelfond
@gregoryzelfond
CONS
Change in user experience
Requires organization to think through
taxonomy before migration can begin
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
+
sharepointmaven.com
=
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
CONS
Might be confusing to end users
Taxonomy and administration are a challenge
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
CONS
Might not be applicable to non-project type
usage
Organizations must be process and
methodology-oriented for document sets to
work successfully
sharepointmaven.com
@gregoryzelfond
+
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
@gregoryzelfond
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
Type-ahead search/navigation
sharepointmaven.com
Tag Selection
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Term Set
Term
sharepointmaven.com
@gregoryzelfond
CONS
Requires high degree of collaboration within
organization
sharepointmaven.com
@gregoryzelfond
GOT IT?
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
sharepointmaven.com
@gregoryzelfond
THANK YOU!
Get in touch if you have questions
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greg@sharepointmaven.com
@gregoryzelfond
linkedin.com/company/sharepoint-maven
www.slideshare.net/gzelfond
@gregoryzelfond