Beginner's Guide to Using Metadata in SharePoint Document Libraries

[@sherylcaro809]

Great overview. Covered alot in 17 mins. Thanks

[@AlBergstein]

Nice job Daniel. This has been some thing that I think has been overlooked for far too long. You made it clear enough that I sent it around just now to all my clients tech leads telling them to take a look at implementing it on their own if they wish. I do wish that there was some connection between OneDrive Sync in File Explorer and SharePoint that would link all of these metadata columns into the document metadata itself but I assume there is not.

[@Pure.energy10]

This is so helpful. Thank you!

[@DanielAndersonAU]

Np glad it was useful

[@natillen]

Great video. Trying to grasp if this would work as a good option for an organization with four different departments, 60 users, and hundreds of files. Creating one documents library with a flat (no folder) system seems radical for hundreds of files. Do you find there is a threshold or maximum for the volume of files / departments / users for this system, until it starts to become suboptimal? Thanks for your consideration of my question.

[@Lord-Jesus-Reigns]

I would love very much for sharepoint to recognize a Number Sequence again where it now only sees a Number String. Meaning a list of numbers would go from 11 to 111 before getting to 12.

[@andrewgibson3684]

Many thanks for this Daniel. Can you explain some scenarios where you use meta data to classify your information vs creating multiple document libraries. I am about to start an internal project and unsure about whether to have one massive document library that we then add metadata to or separate them out into different document libraries. I am not sure if permissions is one thing that determines this (eg you have one document library per department for files that staff in that area need to see with the appropriate security settings)?

[@MR-1K234]

Same question!! Thanks a lot for the video!

[@finzblazin]

Nice vid....may I ask how you made your recycle bin not appear in navigation bar?

[@oldgoogle-w9x]

Use the Edit link and remove it.

[@finzblazin]

@@oldgoogle-w9x - after I click Edit, it doesn't appear in the left pane...im curious if there's a code that hides it rather than activating the SharePoint Server Publishing Infrastructure in Site Collection.

[@julianh5167]

If you have large numbers of documents, setting the metadata values manually, one by one is a non-starter. Is there any way to initialize the value of a metadata field from the file itself (either the contents or the name of the file)?

[@DanielAndersonAU]

You could look at autofill columns learn.microsoft.com/en-us/microsoft-365/syntex/autofill-overview

[@deddehkaba6818]

Can you use metadata on folders?

[@DanielAndersonAU]

Nope… that’s where doc sets rule

[@ajd-tech]

@@DanielAndersonAU I had this same question, especially after I saw this video where folders appear to have metadata: kzbin.info/www/bejne/aHjVZoKLgcinmKM

[@ajd-tech]

Actually, I just figured it out. If you "Edit in grid view" you can add metadata to a folder.

[@DanielAndersonAU]

@@ajd-tech yep you can just in a different way