Lesson 1Search optimization: indexed fields, tags, content enrichment, and enterprise search tuningFocus on making content easy to find. Learn picking index fields, tag designs, metadata boosts, and tuning enterprise search for relevance, filters, and layouts matching 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)Look at sure-fire metadata grab methods. Compare hand-entry, template sets, and auto-pull with OCR and ML, plus validation 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)Learn building a useful metadata setup. Define key fields, match business flows, set owners and rules, ensuring metadata aids security, hold times, 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 fieldsCovers set vocab, taxonomies, lookup lists against free text. Learn when to limit picks, handle term groups, 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 rulesSuggests folder and library setups for HR, Legal, Sales, Support, Engineering. Define split rules, access lines, team collab spots guarding touchy data yet aiding 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 guidelinesGuides mapping old folder setups to new info architecture. Analyse current content, plan mapping rules, migration stages, validation to cut risk and user hassle.
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 blueprintsExplains building content models standardising docs. Define types, templates, reusable bits for steady fields, layouts, lifecycles aiding auto, rules, analytics.
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 governanceLooks at folder org vs metadata nav trade-offs. Compare ways, spot over-nest risks, build hybrid backing search, governance, 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 centersShows reusable content structure patterns for ECM. Design dept libraries, project spaces, record centres matching owners, lifecycles, rules without dupes or mess.
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)Sets naming rules for folders, libraries, files. Standardise dates, project codes, version clues, document and enforce for readable, sortable, auto-friendly names.
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
