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

From DIQA-Homepage
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=== 1. Create a termset with your document types ===
 
=== 1. Create a termset with your document types ===
 
# Open the termstore manager (from the site settings)  
 
# Open the termstore manager (from the site settings)  
# Create a new termset, named "document types"  
+
# Create a new termset, give it a name like "products"  
# Create a term for each document type that you keep in your document library, e.g. inquiry, invoice, sales order, resume
+
# Create a term for each product of your company, take care to create a meaningful hierarchy of products, like product groups.
 
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Create_termset.png|center|middle]]</div>
 
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# Open the library advanced settings
 
# Open the library advanced settings
 
# Click on "create column"
 
# Click on "create column"
# Enter the name of the new library column, e.g. "document type"
+
# Enter the name of the new library column, e.g. "products"
 
# Select "managed metadata" as type
 
# Select "managed metadata" as type
# In the term set settings: select the termset "document type" (from the step above)
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# In the term set settings: select the termset "product" (from the step above)
 
# Click on "Save" to close the form  
 
# Click on "Save" to close the form  
 
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<div class="row funktionen-row">
 
<div class="row funktionen-row">
 
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=== 3. Manually tag a couple of documents as examples (not all!) ===
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=== 3. Manually tag a couple of documents as examples ===
# Open the library settings and add the new column "Document types" to the default view of the library
+
# Open the library settings and add the new column "products" to the default view of the library
 
# Open the "Quick Edit" view of the library.
 
# Open the "Quick Edit" view of the library.
# Populate the field "Document types" with meaningful values for a couple of documents per document type. It is not necessary to provide each document with a tag, but the more examples you provide, the better the results will be. You should achieve a coverage of 20% of all documents per document type (and at least 10 examples per document type).
+
# Populate the field "products" with meaningful values for a couple of documents. Take care to use leaf terms only, i.e. products, not product groups.
<big>You have now prepared everything required to teach the "Easy Tagging App" about your way to tag. You can now carry on and install the Easy Tagging App and train the "Learn Tags"-predictor.</big>
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<big>Download/install the TreeRefiner Webpart either for Sharepoint 2016, 2019 on premise or Sharepoint online: [[TreeRefiner_Webpart|TreeRefiner Webpart]]</big>
 
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Revision as of 12:51, 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.

What do you need to do to achieve this improved search experience?

  1. Download/install the TreeRefiner Webpart either for Sharepoint 2016, 2019 on premise or Sharepoint online: TreeRefiner Webpart
  2. Create a classic search center in Sharepoint and add the TreeRefiner Webpart to it.
  3. Make sure that your document library uses a site column of type "Managed Property" which uses a termset in the termstore.
  4. Launch a full crawl.
  5. Modify your search schema and create a mapping to a refinable managed property, like: RefinableString00
    1. Open the search schema and click on the hyperlink “Managed Properties” to retrieve the list of managed properties.
    2. Select the refinable managed property that you want to use as refiner (e.g. “RefinableString00”) and open it in Edit-mode.
    3. The edit mode of the RefinableString-property contains the section “Mappings to crawled properties”. Click on the button named “Add a mapping” to open a popup
window. In the popup window, enter the string “ows_taxid” and klick on “Find” to retrieve the list of crawled properties of type “Managed Metadata”. Select in the list of crawled properties the property that corresponds to your site column. Click on “OK” to save the setting and close the popup window.
    1. NOTE: If you cannot find a crawled property that corresponds to your site column, then your full crawl has not terminated yet.
  1. Return to the search center and complete the configuration of the TermTree Refiner Webpart
  2. Enter a search term and verify that the term tree is displayed in the webpart,

See the TreeRefiner Webpart in this video:

What's next?

Questions?

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Watch it here:
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