Lesson 1Search optimization: indexed fields, tags, content enrichment, and enterprise search tuningThis part focuses on making content easy to find. Learn to pick indexed fields, design tags, add metadata to content, and tune enterprise search for relevance, filters, and results wey 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 part checks strategies for catching metadata steady. Compare hand entry, template defaults, and auto pull with OCR and machine learning, and design checks wey keep data right without vexing 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 part explains how to design useful metadata taxonomy. Define main fields, match them to business work, set owners and rules, and make sure metadata helps security, keep, reports, and search on 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 part covers controlled words, taxonomies, and lookup lists against free-text fields. Learn when to limit choices, manage term sets, and balance data quality, flex, and 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 part suggests practical folder and library setup for HR, Legal, Sales, Support, and Engineering. Define separate rules, access lines, and team cross areas wey protect sensitive data but allow 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 part guides mapping old folder setups to new info structure. Analyse current content, design mapping rules, plan move stages, and set check steps to cut risk and user wahala.
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 part explains designing content models wey standardise documents. Define types, templates, and reusable parts, ensuring steady fields, layouts, and lifecycles wey support auto, rules, and analysis.
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 part looks at tradeoffs between folder organise and metadata nav. Compare ways, spot risks of too much nesting, and design hybrid wey supports search, governance, and user take-up together.
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 part shows reusable content structure patterns for ECM. Design department libraries, project spaces, and record centres, matching ownership, lifecycle, rules, while dodging duplicates and 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 part sets naming rules for folders, libraries, files. Standardise date formats, project codes, version tips, and learn to doc and enforce so names stay readable, sortable, and auto-friendly.
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
