Document sets are essentially metadata-enabled folders, ideal for standardizing and bundling documents in a predefined folder structure, allowing people to manage their related assets as a single entity. Imagine HR onboarding a bunch of new hires. On their first day, HR creates a record for each person, then shares the item with the respective new … Continue reading SharePoint Online: Document Sets | Default Folders Only
Metadata
Metadata: What + Why
Metadata isn't a new thing. As with plenty of other concepts, people are already using it in some capacity, but likely without realizing it. Most notably though, metadata is heavily used by libraries, eCommerce sites, social media, and streaming platforms. Depending on the scenario, people may use metadata interchangeably with words like attribute, property, tag, … Continue reading Metadata: What + Why
SharePoint: What If… Metadata?
Metadata is baked into SharePoint. Even so, many people use SharePoint just for document storage and never explore metadata. But without metadata, SharePoint isn't living up to its full potential. What is metadata? Why is metadata important? For simplicity, think of metadata as "document tagging"/ "document categorization". With the documents tagged, search gets leveled up. … Continue reading SharePoint: What If… Metadata?
SharePoint Online: File Metadata w/ Graph API
Microsoft's Graph API has endpoints for [SharePoint Online] lists and libraries. Worthy of note, document libraries are /drives when using the APIs. And although libraries are technically lists, the two resources will return different properties for the same SharePoint object. Additionally, some actions can only be performed using the /lists resources. An example of this, … Continue reading SharePoint Online: File Metadata w/ Graph API
SharePoint Online: Metadata Scopes
[SharePoint Online] has a number of features and functionalities. Among these, there is robust support for metadata. But why support metadata? Because metadata helps flatten files, index content, and improve search results. And with this robust support, metadata can be created at several different levels. One way to visualize these scopes... Local Regional National Global … Continue reading SharePoint Online: Metadata Scopes