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100_Basic Courses → SmartDocs Professional User

Metadata Configuration (002)


Description
In this course, you will learn about the function and importance of content metadata and how to configure and modify content metadata within your SmartDocs repositories. You will learn how to configure each metadata style option in your SmartDocs repositories inside of SharePoint and when each option is an appropriate choice.

Also in this course, you will configure your snippet library folder structure to customize your snippet organization within your repositories.

Prerequisites: - SmartDocs repository configuration complete. - Completion of Metadata Configuration Questionnaires recommended. - Content Architecture consulting available to support this course. - Metadata Configuration verification consulting available after course and metadata setup is complete.

(SEE FILES SECTION BELOW FOR SUPPLEMENTARY MATERIAL)
Units
  • Introduction
  • Course Overview
  • Introduction and explanation of metadata
  • How Metadata Fields appear to the end-user
  • SharePoint column options defined
  • Snippet Folder Structure and Snippet Metadata Worksheet Summary
  • Repository registry summary of use and repository admin requirements
  • Metadata Style Options
  • Creating Metadata Columns: Choice Dropdown Menu (Select One)
  • Creating Metadata Columns: Single or Multiple Lines of Text
  • Creating Metadata Columns: Yes/No Buttons
  • Creating Metadata Columns: Choice Dropdown with Cascading Metadata
  • Creating Metadata Columns: Choice Dropdown with Radio Buttons (select one)
  • Creating Metadata Columns: Choice Dropdown with Checkboxes (select multiple)
  • Snippet Metadata
  • Configuring Snippet Metadata Folder Structure
  • Creating snippets with new repository setups
  • Modifying snippet metadata in the repository
  • Examples of Creating Custom Metadata (Sample Repositories)
  • Creating custom metadata for Corporate Repository (Using O365)
  • Creating custom metadata for Sales Proposals Repository (Using O365)
  • Creating custom metadata for Technical Documentation Repository (Using O365)
Completion rules
  • All units must be completed
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