1. Understanding Digital Information
The folder paradigm is out of date
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What is metadata?
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The power of metadata
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2. Common SharePoint Challenges
Libraries often mirror existing structures
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People don’t understand version control
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People store spreadsheets rather than using lists
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3. How Can You Use Metadata for Your SharePoint Site?
Understanding your data
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Understanding how the data is used
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Metadata structure for libraries
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4. Metadata in SharePoint Lists
Lists instead of spreadsheets
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Adding "choice" columns to capture metadata
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Lookup columns
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Calculating columns
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5. Smarter Document Libraries
What do lists and libraries have in common?
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Permission protection for access and editing
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Co-editing and check-out/check-in
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Using version control instead of multiple versions
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Restoring old versions
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6. Getting the Most Out of Views
Creating multiple views
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Sorting and grouping results in a view
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Totaling and counting results in a view
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Filtering results
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Staging views on pages
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Controlling audience using permissions
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7. Integrating with Other Office Applications
Exporting from Excel to SharePoint
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Importing to SharePoint from Excel
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Exporting from SharePoint to Excel
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Linking to Microsoft Project
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Ex_Files_SharePoint_Enterprise_Data_Management.zip
(553 KB)