ECS19 - Matthew McDermott - How to Run a Search Project in SharePoint
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The document discusses how to run a search project in SharePoint. It covers identifying content types and properties, creating managed properties and display templates, building search verticals and results pages, and using query rules. The goal is to help users find information by anticipating common requests, empowering users within search results, and presenting content distinctly.
ECS19 - Matthew McDermott - How to Run a Search Project in SharePoint
- 1. HOW TO RUN A SEARCH PROJECT IN SHAREPOINT Matthew McDermott MVP O365 Apps & Services Spanning Cloud Apps
- 2. ♡ DIAMOND AND PLATINUM SPONSORS ♡
- 3. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved4 4
- 4. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved55 Copyright © 2018 – Spanning Cloud Apps, LLC. All Rights Reserved Lay of the land What are we trying to achieve?
- 5. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved7 Help users find what they need Anticipate the common requests Empower your users within the search results. Create specific locations using Company terminology that help your users SpecificActionableCurated
- 6. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved8 Identify Content Types Identify Refinable and Query Properties Create Managed Properties Create Display Templates Create Search Verticals and Results Page Create Query Rules
- 7. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved9 What’s in Your SharePoint? Content Invoices Templates Resumes Contracts Sites Customers
- 8. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved10 The Project We cannot find employee resumes! Search for Resumes based on “Attributes” (like Skills) Must be easy to maintain Present the Resumes in Search Results “distinctively” Link it to the employee We want employees to use the current resume template
- 9. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved12 The Resume •Our Resumes are Word Documents •We create our resumes for each employee/candidate •We update the resume after every project •We track the following information: –Owner –Skills –Degree –Certifications –Sector (Industry)
- 10. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved13 The "_______" Our "______" are "_______" (document/item) We create our "______" for each "____" every "______" We track the following information: "______" "______" "______" "______" "______" Content Type Name Content Type Parent Association and frequency Refinable Managed Properties
- 11. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved14 The Resume •Our Resumes are Word Documents •We create our resumes for each employee/candidate •We update the resume after every project •We track the following information: –Owner –Skills –Degree –Certifications –Sector (Industry)
- 12. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved16 Identify Content Types Identify Refinable and Query Properties Create Managed Properties Create Display Templates Create Search Verticals and Results Page Create Query Rules
- 13. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved17 Why Managed Properties? Classification: Silly SiteConfidential:0
- 14. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved18 Managed Properties Solve Problems •Create a List of Customers •Create a Text Field for –Customer ID › CustomerID -> ows_CustomerID › CustID -> ows_CustID › Customer ID -> ows_Customer_x0020_ID Managed Property CustomerID -> owsCustomerID, ows_CustId, ows_Customer_x0020_ID SharePoint Creates these Crawled Properties
- 15. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved19 Querying a Managed Property Asking the right questions
- 16. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved20 Identify Content Types Identify Refinable and Query Properties Create Managed Properties Create Display Templates Create Search Verticals and Results Page Create Query Rules
- 17. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved21 When do I need a Display Template? • Visual cue will improve search result • Make a search result actionable • Add relevant data to Search Result
- 18. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved22 When do I need a Display Template? • Customer vs. Real Customer – BCS Result – Rich Customer • Graphical Refiners – Color or Image – Graph or Chart Display Templates and Query Rules http://bit.ly/abSPC322
- 19. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved23 Anatomy of Search Results
- 20. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved24 Design Matters! • Have a Designer build the prototype • Have the designer address CSS – Alignment – Stacking – Link behavior
- 21. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved25 Modern Search Results Our Community Rocks!
- 22. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved26 Identify Content Types Identify Refinable and Query Properties Create Managed Properties Create Display Templates Create Search Verticals and Results Page Create Query Rules
- 23. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved27 Search Verticals • Everything • People • Conversations • Videos • Customers • Resumes
- 24. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved28 Search Verticals Result Sources and Search Verticals
- 25. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved29 Identify Content Types Identify Refinable and Query Properties Create Managed Properties Create Display Templates Create Search Verticals and Results Page Create Query Rules
- 26. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved30 Query Rule Options • Rules run on a Result Source • Query Match Conditions – Keyword / Action Term – Dictionary – Advanced Text Match • Action – Promoted Result – Result Block – Change Ranked Results
- 27. 31 Slide 31 Run a Search Project in SharePoint Online | Matthew McDermott | Wednesday 12:50 Follow us: #O365ENGAGE17 Query Rule Result Block
- 28. 32 Slide 32 Run a Search Project in SharePoint Online | Matthew McDermott | Wednesday 12:50 Follow us: #O365ENGAGE17 Query Rule Promoted Result Display Templates and Query Rules http://bit.ly/abSPC322
- 29. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved33 Identify Content Types Identify Refinable and Query Properties Create Managed Properties Create Display Templates Create Search Verticals and Results Page Create Query Rules
- 30. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved34 What SHOULD I have access to? Site Collections Service Applications Administrator Farm/Tenant Search Search Center Managed Metadata Metadata Manager Content Type Hub
- 31. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights Reserved35 Resources My Blog http://www.ableblue.com/blog AbleBlue YouTube Channel https://youtube.com/AbleBlue SharePoint Search Query Tool http://bit.ly/abQueryTool SharePoint Search Back to Front https://bit.ly/abSearch Display Templates and Query Rules http://bit.ly/abSPC322 Search Explained https://searchexplained.com