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Three SharePoint Features that Utilize Both Folders and Metadata

From the release of SharePoint 2007 to 2013 and SharePoint Online, there has always been this debate between IT professionals, developers and users of whether to use folders or apply metadata to organize documents. The problem with this debate is we've been looking at it as a choice of folders or metadata, this is incorrect. What we should be asking is when should we use folders, when should we use metadata or is a combination of the two the best solution. So rather than choosing a side and arguing my case, I will describe when each of these approaches could be a solution for you.

WHEN TO USE FOLDERS

Applying Permissions
When you have the need for custom permissions on multiple documents in a library, rather than applying permissions to each file you would apply them to a folder. Using folders will provide a more manageable and better performing solution. Custom permissions can affect the performance of the list in a negative way, causing longer load times.

Familiarity
In many cases, users are coming from an environment where folders are used to organize documents. If users are reluctant to change, keeping the folder structure will assist in getting them to adopt SharePoint.

Large Lists
With lists that contain more than 5,000 documents (the default list view threshold), using folders will improve performance. When a folder is created, behind the scenes an internal index is created so viewing contents of a single folder is at least as fast as a custom view with filters. Using folders in large lists is not required but it does provide a list of "filtered view like" options when a user navigates to a list. 

WHEN TO USE METADATA

Not Familiar with the Folder Hierarchy or no Folder Hierarchy Exists
If the users are not familiar with a folder structure, it can be difficult to find a document. When using metadata, users just have to apply filters on those metadata columns to search for documents rather than navigating a complicated folder hierarchy.

Modifying the Folder Hierarchy
Moving documents that are stored in folders can be difficult and time consuming where changing metadata isn't nearly as complex. So if it's likely the folder structure will change, using metadata to organize those documents will allow for an easier, less complicated redesign.

URL Length
If the current folder hierarchy is so complex that it will cause the URL to exceed 260 characters (the length limitation on URLs in SharePoint), it's time to consider metadata and less folders in your solution. 

Consistency
It's not uncommon that a company will be searching and organizing content using the same structure of terms. With metadata and the term store, you can create a solution that is reusable and consistent across the organization rather than a solution that only exists within a specific library. 

WHEN USING BOTH MAKES SENSE

  1. Column Default Values
    Once you've configured the metadata in the term store and applied it to your library, you will set the default values for each folder using the libraries column default value settings. With default values on folders configured, users don't have to provide metadata. They just upload documents to the correct folders and the metadata is automatically applied. With this feature, users get the familiarity of folders plus the added benefit of a better search experience with metadata.

  2. Metadata Navigation
    The metadata navigation settings feature is great when dealing with large lists. A filter form and/or metadata hierarchy is added to the current navigation (aka quick launch) where users provide values and select terms they are searching for. It grabs all the documents that meet the criteria and displays them in a flat view. 

  3. Content Organizer
    With the content organizer feature activated and the routing rules configured, users upload documents to a drop off library and during that upload process metadata is provided by the user. Once the document upload is complete, the metadata of that document is compared against the routing rules. As long as criteria is met for a routing rule, the document is sent to the library and/or folder defined by the rule. This feature can be useful when you need custom permissions on the folders but the users don't want to navigate through a complex folder hierarchy to upload a document.

A few best practices and takeaways

  • Don’t be afraid to use folders but try to keep the hierarchy as flat and minimal as possible.
  • Enforce a naming convention on files while keeping in mind documents that currently don't live in the same folder may someday move.
  • Mixing folders and metadata in many cases gives the best results.
  • When dealing with custom permissions, container level (library or folder) is the way to go.

 

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About The Author

SharePoint Consultant
Amy is a SharePoint consultant located in Charlotte, NC. She has experience in designing and developing SharePoint sites which includes applying out of box and custom features. She enjoys learning and is always ready for that next challenging project.