Forum Discussion
What are your best ideas to automate metadata management
I'm struggling to find ways to improve user adoption and simplify adding/editing metadata to documnets in SharePoint libraries. So far I've mostly tried to learn how to use what's allready built ...
Thnaks Sander, I too have been looking into this way of doing it and it surely have some merits. The biggest drawback however is that for us, when migrating lots of documents from many 1000 folders, it would mean an almost impossible feat to go inte library settings and specify default values.
It is definitely useful going forward, but for moving all the old stuf I was kind of hoping for a way for SharePoint (or Flow) to find the name of each folder and add that as meta to the files it holds.
It is definitely useful going forward, but for moving all the old stuf I was kind of hoping for a way for SharePoint (or Flow) to find the name of each folder and add that as meta to the files it holds.
Hi
when migrating such volumes I would advise no or a bare minimum of metadata.
You are most likely migrating from:
- a file share
- another system
Then it depends where you are migrating to:
- SharePoint team - department or project sites then you could be thinking of adding project metadata to the documents using your migration tool of choice.
- Microsoft Teams -..... well - no meta data here :-)
It is always a struggle. My rule of thumb: how will your users (all the different persona's) find the information they need….
if you need anything else just let me (us) know ;-)
- well we have some various situations and different needs depending on several factors.
One thing in common though is that we're migrating from SharePoint 2010 (too old for MS migration tool) and essentially organized with a typical fileshare folder structure to SharePoint Online and preferrably organized with metadata rather than folders.