Difference between revisions of "Blog/Refine search results by term trees"

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''Entering the search term "order" returns a lot of irrelevant documents (e.g. a CV) and even misses some sales order documents.''
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''The standard refiner hides important information like the position of a search hit in the term tree. Additionally you cannot filter for parent terms, like product groups.''
 
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''The TermTree Refiner Webpart shows the terms in their tree-context. Users can easily drill-up or drill-down in the tree to broaden or narrow the search.''
 
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Revision as of 10:28, 6 May 2021

Main Page > Der DIQA Blog > Blog/Refine search results by term trees
Blog

Sharepoint: Improve the search experience with the TermTree Refiner (September 1, 2020)


Finding documents in Sharepoint online/Office 365 can be tedious. If you have a hierarchy of terms, like product groups, series and products, then you can easily refine search results for leaf terms. But it is impossible to refine for terms that sit higher in the term tree, e.g. product groups or series. This is because the standard refinement webpart shows leaf terms, only. This frustrates your users who cannot leverage the structural information of the term store.

You can provide your users with a better search experience if you use DIQA's TermTree Refiner. This Webpart extends the standard refiner webpart and visualises the terms in the hierarchical context of the term tree. Users can select terms in the hierarchy to drill down or drill up in the search results. This webpart makes use of managed metadata. This refinement webpart has these advantages over standard SharePoint-Search:

  • The terms contained in the search results are presented in their tree-context
  • Users can easily drill-up or drill-down in the tree to broaden or narrow the search

Frustrating search experience without meaningful refiners:

Tagcloud

The standard refiner hides important information like the position of a search hit in the term tree. Additionally you cannot filter for parent terms, like product groups.

Better: filter documents by type, language, etc:

Tagcloud

The TermTree Refiner Webpart shows the terms in their tree-context. Users can easily drill-up or drill-down in the tree to broaden or narrow the search.

The following steps assume that you have Sharepoint Online/Office 365 and a library that contains at least dozens of documents or scanned documents (pdf or image formats). If you are familiar with certain configuration aspects of Sharepoint then you will need 30 minutes to go them through in your tenant. If you require assistance then we are happy to help!


Watch the steps in the video:

What's next?

  • Add refiners for the document language like: english, french, german, spanisch
    • The Easy Tagging App has a built-in predictor that detects the language that is used in documents. You can simply use that predictor in a tagger to tag all your documents with the language. Similar to the steps in section 3 you would simply create another refiner that allows users to restrict their search results to certain languages.
  • Add refiners for important words:
    • The Easy Tagging App is able to identify important words from documents and store them in the termstore as a new termset. If you let the tagger tag your documents with them, then your users can use them to filter their search results.

Questions?

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Watch it here:
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