Wednesday, February 15, 2017

Document Library Planning:

Document Library Planning:
The following are some items to follow in regard to document library planning:

1)      Enable the require checkout option for editing

2)      Keep the number of documents in a view below 2000 items if possible

3)      Limit the number of major versions typically recommend set to 25-50

4)      Educate users on proper naming conventions example:

IT Contacts Doc = BAD

IT_Contacts_Doc = GOOD

IT Contacts 7142017 = BAD

IT_Contacts_7_2017 = GOOD

5)      Think about if turning on metadata navigation or using document sets makes sense based on the data that will be housed in a said library.

Metadata navigation can be used when it make sense to have the ability to dynamically filter and find content in lists and libraries by using a navigation hierarchy tree control to apply different metadata-based filters to the view.

Document Sets can be used if one has a group of related documents that can be created in one step and then managed as a single entity.


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