
Learn metadata fundamentals for organizing documents in SharePoint, define and recognize metadata, and copy or change metadata to enhance search via columns and library views.
Define metadata as data about data and show how it drives accurate SharePoint search. Use keywords, categories, and comments with the indexing service and the advanced search page.
Copying files as templates can introduce incorrect metadata and false positives in SharePoint search. Update file properties, keywords, and metadata in Info, then upload after synchronization to ensure accurate indexing.
Discover how to use SharePoint views to organize metadata in a library, including default and mobile views, add or edit columns, and configure sorting, filtering, and grouping.
Create custom metadata columns in SharePoint using grid view to tag documents with choice fields and a controlled vocabulary, enabling accurate search.
Utilize metadata as the preferred approach over folders and create custom columns. Explore document sets and the content organizer, a drop-off library with routing rules.
This short course introduces metadata to SharePoint users. Metadata is used in searches and to organize files in this course. Considerations for copying and changing metadata are examined. Views and custom columns are created to surface and utilize metadata. Both site users and site owners benefit from this course.
In this course your learning objectives would include:
Defining and Recognizing Metadata
Understanding Metadata and Search
Reviewing Views
Reviewing the Default View
Creating Views
Practice Drill
Copying and Changing Metadata
Reviewing Library Views
Creating Custom Columns for Metadata
Using Grid View to Tag Data
Adding Columns to a Different Views
Practice Drill
Offering a Strategy for Site Owners
With nearly 10,000 training videos available for desktop applications, technical concepts, and business skills that comprise hundreds of courses, Intellezy has many of the videos and courses you and your workforce needs to stay relevant and take your skills to the next level. Our video content is engaging and offers assessments that can be used to test knowledge levels pre and/or post course. Our training content is also frequently refreshed to keep current with changes in the software. This ensures you and your employees get the most up-to-date information and techniques for success. And, because our video development is in-house, we can adapt quickly and create custom content for a more exclusive approach to software and computer system roll-outs.
Published: 05/17/2022