Difference between revisions of "Blog/Refine search results by term trees"
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|Titel=Sharepoint: Improve the search experience with the TermTree Refiner | |Titel=Sharepoint: Improve the search experience with the TermTree Refiner | ||
|News image=File:EasyTaggingText.png | |News image=File:EasyTaggingText.png | ||
− | |Publication date= | + | |Publication date=2021/05/06 |
− | |Published= | + | |Published=1 |
|Keywords=sharepoint, office 365, o365 | |Keywords=sharepoint, office 365, o365 | ||
|SEO-Description=Automatic document tagging boosts your document findability? ⇒reade more! | |SEO-Description=Automatic document tagging boosts your document findability? ⇒reade more! | ||
− | |Description=Finding documents in Sharepoint | + | |Description=Finding documents in Sharepoint 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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<div class="row"> | <div class="row"> | ||
<!-- --><div class="col-lg-6"> | <!-- --><div class="col-lg-6"> | ||
− | == | + | == Better: filter documents by type, language, etc: == |
<html> | <html> | ||
− | <div class="center"><div class="floatnone"><a href="/mediawiki_en/images/ | + | <div class="center"><div class="floatnone"><a href="/mediawiki_en/images/0/06/Treerefiner.PNG" class="image"><img alt="Tagcloud" src="/mediawiki_en/images/0/06/Treerefiner.PNG" width="100%" height="100%" style="vertical-align: middle" srcset="/mediawiki_en/images/0/06/Treerefiner.PNG 1x" data-file-width="" data-file-height=""></a></div></div> |
</html> | </html> | ||
<br> | <br> | ||
− | ''The | + | ''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.'' |
<!-- --></div> | <!-- --></div> | ||
<!-- --><div class="col-lg-6"> | <!-- --><div class="col-lg-6"> | ||
− | == | + | == Frustrating search experience without meaningful refiners: == |
<html> | <html> | ||
− | <div class="center"><div class="floatnone"><a href="/mediawiki_en/images/ | + | <div class="center"><div class="floatnone"><a href="/mediawiki_en/images/a/aa/Treerefiner_standardrefiner.PNG" class="image"><img alt="Tagcloud" src="/mediawiki_en/images/a/aa/Treerefiner_standardrefiner.PNG" width="100%" height="100%" style="vertical-align: middle" srcset="/mediawiki_en/images/a/aa/Treerefiner_standardrefiner.PNG 1x" data-file-width="" data-file-height=""></a></div></div> |
</html> | </html> | ||
<br> | <br> | ||
− | ''The | + | ''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.'' |
<!-- --></div> | <!-- --></div> | ||
</div> <!-- row --> | </div> <!-- row --> | ||
<p> | <p> | ||
− | What do you need to do to achieve this improved search experience? | + | What do you need to do to achieve this improved search experience? <big> Just follow the steps below! </big> |
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</p> | </p> | ||
== See the TreeRefiner Webpart in this video: == | == See the TreeRefiner Webpart in this video: == | ||
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</p> | </p> | ||
</div> | </div> | ||
− | <h2>Step 2: | + | <h2>Step 2: Create a classic search center and add the TreeRefiner Webpart</h2> |
<div> | <div> | ||
<p> | <p> | ||
<div class="row funktionen-row"> | <div class="row funktionen-row"> | ||
<!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | <!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | ||
− | === 1. | + | === 1. Create a classic Search Center === |
− | # Open the site | + | # Open the contents of your Sharepoint site and click on "subsites". |
− | # | + | # Create a new sub site by clicking on the "New" action link. |
− | # In the | + | # A form opens where you specify the new sub site. |
− | # Click on | + | # In the template field: select "Enterprise/Basic Search Center". |
− | + | # Click on "Create" to create the new seach center. | |
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<!-- --></div> | <!-- --></div> | ||
− | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File: | + | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Create_search_center.JPG|center|middle]]</div> |
</div> | </div> | ||
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<div class="row funktionen-row"> | <div class="row funktionen-row"> | ||
<!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | <!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | ||
− | === | + | === 1. Add the TreeRefiner Webpart to the results page === |
− | # Open the | + | # Open the page "results.aspx" in edit mode. |
− | # Click on the | + | # Add the "TreeRefiner" Webpart into the page. |
− | # | + | # Open the Webpart in edit mode. |
+ | # In the page edit view: open the property settings of the Refinement webpart | ||
+ | # Click on the button "Choose refiners" | ||
+ | # In the "refinement configuration" dialog: add the refinable managed propery | ||
+ | (from the search schema step), like: RefinableString00 (or 01 etc). | ||
+ | # Click on "Ok" to add RefinableString00 to the refiner | ||
+ | # Save the modified properties of the webpart by clicking on "OK" | ||
+ | # Store the modified page.. | ||
<!-- --></div> | <!-- --></div> | ||
− | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File: | + | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Search_refiner.JPG|center|middle]]</div> |
</div> | </div> | ||
<div class="row funktionen-row"> | <div class="row funktionen-row"> | ||
<!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | <!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | ||
− | === | + | === 2. Modify the search schema === |
− | # In the | + | # Open the Sharepoint admin center for your tenant or the central administration for SP onpremise |
− | # Click on the | + | # Click on the "Search" section |
− | + | # In the Search section: click on "Search schema" | |
− | + | # Click on the hyperlink “Managed Properties” to retrieve the list of managed properties. | |
− | </ | + | # Enter the name of the refinable managed property that you have selected as refiner (e.g. “RefinableString00”) into the filter and apply the filter to retrieve it in the list of refinable managed properties for strings. |
+ | # 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, e.g. "ows_taxid_products". Click on “OK” to save the setting and close the popup window. | ||
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+ | <big>NOTE: If you cannot find a crawled property that corresponds to your site column, then you should start a full crawl which INCLUDES your library (see next step)!</big> | ||
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<!-- --></div> | <!-- --></div> | ||
− | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File: | + | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Refinablestring_mapping.PNG|center|middle]]</div> |
</div> | </div> | ||
<div class="row funktionen-row"> | <div class="row funktionen-row"> | ||
<!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | <!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | ||
− | === | + | === 3. Important: re-index your document library === |
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# Opent the settings of your library | # Opent the settings of your library | ||
# Click on "re-index document library" | # Click on "re-index document library" | ||
# Click on "Ok" to close the form | # Click on "Ok" to close the form | ||
− | <big>Now all your documents in the library have been provided with tags, and the search index is being updated in the background | + | <big>Now all your documents in the library have been provided with tags, and the search index is being updated in the background.</big> |
<!-- --></div> | <!-- --></div> | ||
<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Library_settings.JPG|center|middle]]</div> | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Library_settings.JPG|center|middle]]</div> | ||
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</p> | </p> | ||
</div> | </div> | ||
− | <h2>Step 3: | + | <h2>Step 3: Verify the search results</h2> |
<div> | <div> | ||
<p> | <p> | ||
<div class="row funktionen-row"> | <div class="row funktionen-row"> | ||
<!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | <!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; "> | ||
− | === 1 | + | === 1. verify the search results === |
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# Open the search center | # Open the search center | ||
# Enter "*" as search string and submit the query | # Enter "*" as search string and submit the query | ||
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<big>If the new refiner does not contain values then you have to wait until the Sharepoint online search engine has completed re-indexing your library. If still no values show up then you have to go back to your library settings and click on "re-index library".</big> | <big>If the new refiner does not contain values then you have to wait until the Sharepoint online search engine has completed re-indexing your library. If still no values show up then you have to go back to your library settings and click on "re-index library".</big> | ||
<!-- --></div> | <!-- --></div> | ||
− | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File: | + | <!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Tree_view-collapsed.png|center|middle]]</div> |
</div> | </div> | ||
</p></div></div> | </p></div></div> |
Latest revision as of 14:32, 6 May 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
Better: filter documents by type, language, etc:
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: