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

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|Keywords=sharepoint, office 365, o365  
 
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|SEO-Description=Automatic document tagging boosts your document findability? ⇒reade more!
 
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|Description=Finding documents in Sharepoint online/Office 365 can be tedious. If you want to restrict your search to certain document types (like: reports, inquiries, CVs, sales orders, invoices) you either end up with too many irrelevant search hits or relevant documents don't show up because they don't include the search term. If you rely on Sharepoint's fulltext search capabilities only, then your users will be frustrated and spend too much time to find the right documents.
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|Description=Finding documents in Sharepoint online/Office 365 can be tedious. If you have a hierarchy of terms, like product groups, series and products, then it is impossible to refine for terms that sit higher in the term tree, e.g. product groups or series. This frustrates users who cannot leverage the structural information of the term store. DIQA's TermTree Refiner Webpart overcomes this problem. Learn in this article how to use it and what it can do for your users.
 
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Revision as of 14:22, 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 (May 6, 2021)


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? Just follow the steps below!

See the TreeRefiner Webpart in this video:

What's next?

Questions?

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