Lesson 1Search optimization: indexed fields, tags, content enrichment, and enterprise search tuningFocus on easy content finds. Learn indexed spots, tag designs, add metadata, tune big 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)Ways to get metadata steady. Compare hand entry, template starts, machine pull with OCR, learning machines, make check rules keeping data right without upsetting 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)How to make useful metadata setup. Define main fields, match business ways, set owners rules, make sure metadata helps security, keep, 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 fieldsControlled words, categories, pick lists vs open text. Learn when to limit choices, manage word sets, 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 rulesSuggest folder library setup for HR, Legal, Sales, Support, Engineering. Define split rules, access lines, team share spots protecting private data, 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 guidelinesMap old folder setups to new info structure. Check current content, make map rules, plan move steps, check steps to cut risk, 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 blueprintsDesign content types standardizing papers. Define types, templates, reuse parts, steady fields, looks, lives for auto, 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 governanceTradeoffs folder org vs metadata nav. Compare ways, spot over-nest risks, make mix model for 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 centersReusable content patterns for ECM. Design dept libraries, project case spots, record centers, match own, life, law needs, no extra copies, wild growth.
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)Name rules for folders, libraries, files. Standard date ways, project codes, version tips, note enforce so names clear, sort easy, 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
