Of all the posts I’ve done on this blog relating to SharePoint, my article denouncing folders is by far the most popular. I later wrote about improvements to folders in 2010, and this video is a culmination of those two posts. I was asked in the comments on the former post about a visual representation explaining why using custom content types and metadata is superior then just using folders to classify content. I looked to see if anyone had done something like it already, but I surprisingly couldn’t find anything.
This video demonstrates two extremes, and I also explain the technological improvements that allow you to walk the line between then. It is still important to note, however, that folders still fall short as a classification method. SharePoint provides a great opportunity to rethink how information should and could be classified to maximize your organization’s information and assisting others in finding it. I also mention a post on documents sets by my friend Michal Pisarek that can be found on the Microsoft Get the Point blog.
Great video!
Nicely shows the differences but I especially like how you show the ability to have default metadata that make the whole process whole much easier for end users.
Very well said on a topic that isn’t trumpeted enough but makes a huge difference.
[…] Poteet posted a video that demonstrate the use of metadata and folders in Sharepoint 2010 It is instigated by the discussion in his blog about the Folder-less Sharepoint […]
[…] I also want to note that Chris Poteet also has a nice video on this topic. It can be found on his site here. […]
Chris, This video started from a discussion we had way back when. I haven’t been able to look at it (too busy) until today. Thank you!! What an excellent job and gracious misuse (lol, not for me though) of your time. I now understand much better. I was sold at about the 10 minute mark. Again, thanks so much…BRAVO!!
Scott
Glad it was of assistance.
Chris -
I agree with everything you presented, but the security thing concerns me. While we are not “high security” in our organization, we do limit interdepartmental use to viewing and not editing other department’s files. I could resolve this as well as the ability to send more targeted alerts (can’t send an alert at the folder level) by using multiple document libraries, but then if I understand correctly, views don’t work across doclibs without implementing web parts. So I have three questions and / or topics for other blogs or videos:
1. What are your thoughts on having multiple document libraries and when is the right time to use multiple vs. a singular document library in a site.
2. How do you aggregate list data across multiple doclibs?
3. Your thoughts on properly configuring targeted alerts.
Rob, good questions. On the library design issue, I need to write a post about; but from a high level I start thinking about new libraries when (a) the information is qualitatively different than other information and it makes sense to separate, (b) security, © when I want to use custom content types in different areas, and (d) want alerts on only a specific type of document.
To aggregate data across multiple libraries use the content query web part. If necessary to rollup similar documents/items across multiple libraries use a shared content type.
The alert question is more tricky. I’m not sure exactly what you mean by “targeted alerts,” unless you mean you only want alerts for certain types of documents. OTB SharePoint is very limited as you’ve seen, I’d suggest surveying some third party products for this.
Hi Chris,
Thank you very much for all the information and the posts, they have been very helpful. I recently did my MS courses on SP 2010 and am in the planning & testing phase of implementing foundation in my work place. (Whetting their appetities so I can get server soon) :)
One question I have is regarding securities, one of my subsites to the intranet is to be an HR and Payroll site, the conundrum here is that their are 3 levels of users HR L1 which has full access only to level 1 staff, HRL2 which has full access to Level 1 & 2 staff as well view rights to Payroll and Payroll which has full access to all levels.
From what I have read the best bet in making this happen is to use 3 different Document libraries for the 3 different access levels (l1, L2 & Payroll), this however means; for a holistic view of all data my higher level users would needs be traverse the 3 sites. You can hear the objections already.
The workaround as I see it is to use a query/shared content web part on a site page? Would this filter out the data based on the user accessing the web part? e.g. L1 would only see their library in the QL and only see their allowed data in the web part but L2 &Payroll would see all the content?
I am all for moving away from folders as my organisation is a great example of messy duplication and poor discipline.
Thanks,
Jacques
The content query web part will respect security settings. Although if you’re not talking about a lot of content, your particular case might work with one library with three folders. I’m the first to say that folders are past their prime, but I think security is the best reason to consider them if you don’t have a lot of content you want to secure. Sometimes creating three libraries for a small amount of content is worse than a single library with a few top level folders.
Thanks for the prompt feedback, I’ll play around with the different options and post my findings if I think them worthy.
Hi Chris,
After playing around between folders and content type metadata and reading some interesting articles online regarding metadata security (TITUS has this add on already) I can only but think that MS will not be too far in incorporating this in soon.
As such I have decided the 3 libraries is the way to go as when metadata security is eventually incorporated I will simply have to merge the libraries and not dispose of my folders.
I would rather lay the foundation now than change the foundation later, thanks again.
J
Awesome video. Proper outline of the much under-demonstrated topic in Sharepoint world. Everyone talks about how we should abandon folders and only material such as this video goes all the way to actually get the hands dirty and show more than mere words. Great job!