Lesson 1Search optimization: indexed fields, tags, content enrichment, and enterprise search tuningThis part makes content easy to find. Learn to pick search fields, make tags, add details to content, tune company search fit, filters, results to match real user ways.
Selecting fields for indexing and faceted filtersDesigning tags and keywords for business scenariosContent enrichment using rules and connectorsRelevance tuning, boosting, and ranking signalsSearch result layouts, previews, and refinersLesson 2Metadata capture strategies: manual, template-driven, and automated extraction (OCR, ML classifiers)This checks ways to get metadata steady. Compare hand entry, template starts, machine pull with OCR and learning machines, make check rules keeping data right without annoying users.
Designing user-friendly metadata formsTemplate-driven defaults and inheritance rulesOCR-based extraction from scanned documentsML classifiers for auto-tagging and routingValidation rules and quality monitoringLesson 3Designing a metadata taxonomy: core fields (document type, department, customer, project, sensitivity, retention)This shows how to build useful metadata tree. Set main fields, match business work, set owners and rules, make sure metadata aids security, keep time, reports, search over ECM.
Identifying mandatory and optional metadata fieldsDesigning document type and department classificationsCustomer, project, and case identification fieldsSensitivity, confidentiality, and access control tagsRetention, disposition, and legal hold metadataLesson 4Controlled vocabularies, taxonomies, and lookup lists vs free-text fieldsThis covers set words, trees, pick lists vs open text. Learn when to limit choices, manage word groups, balance data good, bend, user feel in ECM.
When to use controlled lists versus free textDesigning term sets, hierarchies, and synonymsManaging lookup lists and reference dataGovernance for term ownership and changesHandling multilingual and regional variationsLesson 5Proposed folder/library layout for HR, Legal, Sales, Support, and Engineering with segregation rulesThis suggests folder and library setup for HR, Legal, Sales, Support, Engineering. Set split rules, access lines, team cross spots protecting private data while allowing work.
HR libraries, subfolders, and sensitivity zonesLegal matter, contract, and compliance structuresSales account, opportunity, and proposal areasSupport ticket, knowledge, and FAQ repositoriesEngineering design, code, and release librariesLesson 6Mapping legacy structures to new IA and migration planning guidelinesThis guides matching old folder setups to new info build. Check current content, make match rules, plan move steps, set check stages to cut risk and user upset.
Inventory and assessment of legacy repositoriesDesigning mapping rules and transformation logicPilot migrations and user validation cyclesCutover planning, freeze windows, and rollbacksPost-migration cleanup and optimizationLesson 7Content models: document types, templates, and standardized content blueprintsThis shows building content types standardizing files. Set file kinds, templates, reuse parts, sure steady fields, looks, lives aiding machines, law, numbers.
Defining document types and their attributesStandard templates for common business documentsReusable content components and snippetsVersioning, lifecycle, and status metadataAligning models with workflows and automationLesson 8Folder vs metadata debate and recommended hybrid approach to maximize search and governanceThis looks at folder sort vs metadata guide trade-offs. Compare ways, spot over-fold risks, build mix model aiding search, rules, user take-up.
Limitations of deep folder hierarchiesStrengths and challenges of metadata-first designDesigning hybrid navigation and viewsGovernance rules for folder and metadata useUser training and change management tacticsLesson 9High-level content structure patterns: department libraries, project spaces, and record centersThis gives reuse content build patterns for ECM. Build dept libraries, project spots, record hubs, matching own, life, law needs no copies or wild spread.
Designing department and function librariesProject, case, and engagement workspacesRecord centers and archival repositoriesCross-functional content and shared resourcesOwnership, lifecycle, and access boundariesLesson 10Naming conventions for folders, libraries, and files (date formats, project codes, version hints)This sets name rules for folders, libraries, files. Steady date ways, project codes, version tips, learn to write and hold rules so names read easy, sort well, machine ok.
Standard date formats and time zone choicesProject, client, and case code structuresVersion indicators and draft versus final labelsLength limits, forbidden characters, and casingDocumenting and enforcing naming standards
