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LinkedIn Learning

Designing a SharePoint Taxonomy

via LinkedIn Learning

Overview

Learn how to build a SharePoint taxonomy and design a long-lasting SharePoint site structure by taking advantage of metadata, folders, and custom libraries and lists.

SharePoint can be a powerful tool to support documents and data in an organization, when sites are properly constructed. By implementing a taxonomy (aka a content categorization and storage schema), you can design a long-lasting SharePoint site structure that will serve users well for years to come. This course explains how to use different components—including metadata, folders, and customized libraries and lists—to build a maintainable SharePoint document and data management system. Author Gary Yeoman focuses on design techniques that improve the ease of use, management, and maintenance of your SharePoint sites, and enhance search and site performance.

Syllabus

Introduction
  • Welcome
1. What Is SharePoint Taxonomy?
  • Defining taxonomy in SharePoint
  • Understanding containers of content
  • Understanding content categorization
2. Designing a Site Structure
  • Comparing sites and site collections
  • Understanding site collections
  • Creating sites
  • SharePoint navigation considerations
3. Creating a Document Management Strategy
  • Comparing libraries and folders
  • Creating multiple libraries
  • Benefits of metadata and columns
  • Metadata considerations and pitfalls
4. Designing Custom Sets of Data
  • Creating custom lists
  • Content type benefits
5. Working with Columns
  • Creating columns
  • Choosing choice column types
  • Column best practices
6. Summarizing Taxonomy Design Options
  • Structuring SharePoint content
  • Summarizing design choices
Conclusion
  • Next steps

Taught by

Gary Yeoman

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