Semantic Search Webparts 1.4 User Manual
Contents
1. AJAX Options 50 Mi Il seseessessesssessesseesesseessosseees uunnnnnnennee Set a een Number of Categories to Display Data View Properties M 6 Appearance J enrnesnensonsnssssnssssussssnssssnssnsnsentannnnnnn sovsecnensecenes Number of Characters to Display i Layout 19 i Advanced fault Configuration soy 2 eee AJAX Options Miscellaneous lt lt Data View Properties Appearance Layout Advanced All settings in the section titled Refinement are ignored You are advised to tick the check box Use Default Configuration to reset the filter definitions to their defaults If this box is checked all Managed Metadata Columns will be hidden and only the tree will be disolayed together with some technical metadata like document type or author 3 6 3 Usage The TermTreeRefiner is used in the same way as the standard RefinementPanel Instead of listing a number of terms for managed metadata columns the new web poart displays the taxonomies in which these terms occur and also indicates how often they occur in the current result set Semantic Search Webparts 239 D 1 Q A User Manual Document Type Behandlungsrichtlinie 1 Arztbrief 4 Arbeitsunf higkeitsbeschenigung 4 ICD10 Term XIX Verletzungen Vergiftungen und bestimmte andere 590 599 Verletzungen der Kn chelregion und des Ft 90 Oberfl chliche Verletzung der Kn chelregion2. 91 Offene Wunde der Kn chelregion und des Fuf 91 8 Offene Wunde sonstiger Teile der Knoche 91 84 Weichteilschaden 1 Grades bei gesch 91 85 Weichteilschaden II Grades bei gesd 93 Luxation Verstauchung und Zerrung der Gele 93 0 Luxation des oberen Sprunggelenkes 6 93 2 Traumatische Ruptur von B ndern in H h lt gt In the given screenshot we see two managed metadata properties Document Type and ICD10 Term The ICD10 terms are organized hierarchically and thus a tree of terms is displayed After clicking on one of the terms in this case Arztbrief the search is repeated with an additional restriction i e drill down All restrictions are listed at the top of the refinement web part under selected terms Selected terms Document Type Arztbrief Document Type Arztbrief 4 ICD10 Term XIX Verletzungen Vergiftungen und bestimmte andere 590 599 Verletzungen der Kn chelregion und des Fu 91 Offene Wunde der BE naaa und des Fuf Semantic Search Webparts sa D 1 Q Al User Manual 3 7 URL Template The TermSuggester and MatchingTerm Webparts provide a configuration for defining the target URL of a search While entering the URLs users can insert variable parts that are determined by the selected terms The variables follow the following syntax variable where variable can be one of four alternatives e searchTerm This variable is only relevant for TermSuggester It repres
3. USER MANUAL SENATIS Webparts for SharePoint DEUR PORTALS Version 1 4 DIQA Projektmanagement GmbH Pfinztalstra e 90 76227 Karlsruhe http www diga pm com Document Information Document Semantic Search Webparts v1 4 manual v20 docx Type User Guide created released 2015 05 20 Version 1 4 Status final History Version Date modified Description by 0 1 2013 10 10 Dh Created initial version 10 2013 11 05 DH Final version of Manual for version 1 0 11 2013 12 10 MER RelatedTerms webpart version 1 1 13 2014 01 30 MER Updates for release 1 2 14 2014 02 14 MER Updates for SharePoint 2013 15 2014 10 21 DH Corrections to the Treeview Refiner Configuration for SharePoint 2013 16 2014 10 27 DH Included the whats new in 1 3 section 17 2014 11 30 DH Final version 18 2015 03 10 DH Included bugfixes from Release Candidate B41 19 2015 03 12 DH Included bugfixes from Release Candidate B45 20 2015 05 20 DH Included new webpart static term tree Copyright 2014 DIQA Projektmanagement GmbH PfinztalstraBe 90 76227 Karlsruhe Germany Phone 49 721 609 517 26 Email info diqa pm de Semantic Search Webparts 2 D 1 Q Al User Manual Table of Contents il MEOdUCON nerion aa see een ee een 4 1 1 Product Overview 4 1 1 1 Provision Of Taxonomies in SharePoint een an 4 1 1 2 Tagging of Documents an
4. Add a throbble to indicate that the tree is loading 352 TreeView returns 500 Internal Server Error if searchpage URL contains no 343 parameter multi select single select and multi select facets cannot be mixed 341 Multi select selecting labels via hyperlink does not correspond to checkbox 339 Multi value wrong actions for links w Ww 00 Ww On Treeview overlapps search results panel 3 reeview ignores new search term if magni glass is clicked treeview de selected facets remain highlighted treeview old search term replaces new term if a facet is selected treeview not consistent with search terms DW W W W W Ww N Ww Ww oO w w gt Treeview disappears after modifying searchterm and hitting return term suggester treeview internal error 329 Matching terms webpart displays a search entry field 328 Cannot de select facet value after clicking on magnifying glass 326 The same facet value can be selected multiple times and cannot be 325 unselected afterwards 324 295 lo Title multi select treeview facets don t change if another facet is selected N Q Cc n w A lo Z Z Treeview reflects only local sharepoint results result source Horiz alignment changes when selecting a term Wrong labels in the Selection section Reopened Ww R Z w A N Semantic Search Webparts 26 D 1 Q A User Manual 1 2 3 Vers
5. C I Bestimmte infekti se und Parot E T Neubildungen ePeople Conversations Videos Ono Adjust height zone III Krankheiten des Blutes und der blutbildenden Organe sowie bestimmte St rungen mit Beteiligung des Immunsystems en IV Endokrine Ern hrungs tu HRessbiltiseiten IX Krankheiten des Kreislaufsystems eee 00000 F Should the Web Part have a fixed width V Psychische und Verhaltenss English V VI Krankheiten des Nervensystems yes 200 Pixels v VII Krankheiten des Auges und der Augenantrang ONo aia width to fit zone VIII Krankheiten des Ohres und touleaniveright place XII Krankheiten der Haut und deppfrstragtilt sources that change where results come from Chrome State XIII Krankheiten des Muskel Skplett Systems und des Bindegewebes XIV Krankheiten des UrogenitalsyBtsiter the look of important result types O Minimized XV Schwangerschaft Geburt nd Woe template in HTML and a result type rule that controls when to show if Normal XVI Bestimmte Zustande die ihren Ursprung i in der Perinatalperiode haben ssoercvorannnanmuureovercansanevseee XVII Angeborene Fehlbildungen Geigreit ten YRISREO TES eva TE ts Chrome Type XX AuBere Ursachen von Morbigita Re Seg les to promote im oriant resultg si showt bl Ks of ks of alternate items and fine tune ranking XXI Faktoren die den Gennes ees influssen und zur Inanspruchnahme jeitswesens f hren XXII Schl sselnummern f r bespbdare Zmasekabout how to customize
6. Since the webpart retrieves the information about related terms from the termstore users can define which termstore to use to retrieve them Additionally the search for related terms can be restricted to individual groups termsets and even root nodes The value for max results defines how many related terms should be listed In the last configuration field URL template users can enter a URL that will be used for constructing the hyperlinks for the found terms Per default this value is present e my _layouts OSSSearchResults aspx k termLabel This is the standard SharePoint search result page for the current site collection As for the other webparts relative URLs are allowed and the webpart will interoret a number of parameters cf Section 3 7 for details It is not unreasonable to also choose the current URL of the Basic Search Center result page as the target for the links that are created for the matching terms i e we will modify the URL Template to read e my BasicSearchCenter result aspx k termLabel Semantic Search Webparts 30 D 1 Q Al User Manual 3 5 2 Usage Using the RelatedTerms webpart is fairly easy once a SharePoint administrator has properly configured it On a search result page it displays a list of terms that are related to an entered search term Also it checks for the terms that are used to tag the result documents and displays terms related to them RelatedTerms M
7. 32 3 6 1 GContiguranon tor ShorePGlInt 20 Bar e 32 3 6 2 Configuration for SharePoint 20 D ane elena 37 3 6 3 USAGE ta a aed lcs laa aad ara aE denies une 39 3 7 URE TEM DlOte ss cccccssescescasesetevetsvesesedecsdavescvadesedecctsveboncessvdavedsvacessdusassvedsucdonnvaveseses 41 4 Technical SUD DOM 55 ociidesd ccvexscessesssdesivesscesbsssecevsvessieuessvecescdeteeevieedsdessdasveabocsbase eseesis 42 4 1 Download new releases of Semantic Search Webparis ccccccceseeeeees 42 4 2 Support inguUiies ae 42 4 3 Check current bug status aan 42 4 4 eae Ee US SS E E A A A 42 Semantic Search Webparts 3 D 1 Q A User Manual 1 Introduction Semantic Search Webparts for SharePoint extend the standard SharePoint Search with Semantic Web features to find documents quicker and more efficiently They make use of taxonomies that are enriched with semantic information They guide users actively in the search process offer alternative search possibilities and provide comprehensive ways to navigate in search hits This document contains all the information needed to install and use this product from DIQA Projektmanagement GmbH Product overview Administration guide incl pre requisites installation and activation User guide including configuration and Technical support 1 1 Product Overview The Semantic Search Webparts are an element of DIQA s findability solution for SharePoint The solution provides products and an ap
8. RR 01 10 2014 XII Krankheiten des Mus XIV Krankheiten des Urog sp devel dh Dokumente Aufnahmeprotokoll RR 01 10 2014 docx XV Schwangerschaft Geb XVI Bestimmte Zust nde Behandlungsrichtline XXI Sept 2014 XVII Angeborene Fehlbild E15 E16 Sonstige St rungen der Blutglukose Regulation und der inneren Sekretion des XX u ere Ursachen von Pankreas XX Faktoren die den Get sp devel dh Dokumente Behandlungsrichtline XXI Sept 2014 docx XXI Schl sselnummern fi P gt o E o o o o o o o o o o o o o o lt 4 results Preferences Advanced Search Result type Word Author Enter a search term into the searchbox and hit return The search results are reduced to documents that are tagged with the selected value s or subterms thereof AND that contain the search term Semantic Search Webparts 19 D 1 Q A User Manual SE E http sp devel dh searchcenter Seiten results aspx Default 67B 22k 22 3A 22call 22 2C 2 suche call x SharePoint Newsfeed OneDrive Sites DanielHanchr amp g gt call Everything People Conversations Videos English V Navigation 1 Bestimmte infekti se un Word documents for call II Neubildungen 7 I Krankheiten des Blute 05 A call for global research on non communicable diseases IV Endokrine Em hrungs Ill Krankheiten des Blutes und der blutbildenden Organe sowie bestimmte St rungen IX Krankheiten des Kreis mit Beteiligung de
9. RelatedTerms The RelatedTerms webpart can make use of non hierarchical TermSuggester relations between terms in the context of search For a given term it displays further terms that can guide the user to other A TermTreeRefiner search results that are indirectly related to the search term initially provided Gi PerformancePoint Search EE Semantic Search Social Collaboration Upload a Web Part Y Add Web Part to Right Zone Add O BasicSearchCenter with Semantic Search gt Search Results Middle Upper Left Zone Middle Upper Right Zone Add a Web Part TermTreeRefiner No refinements available Add a Web Part Middle Lower Left Zone Add a Web Part Middle Lower Right Zone Add a web Part MatchingTerms Search Add a Web Part Related Queries After the webpart has been placed on the page its parameters can be configured Using the webpart s context menu users can open the configuration panel Besides sections for general layout settings it also contains a section with settings specific for the functionality of this web part Semantic Search Webparts 29 User Manual x 4 RelatedTerms Appearance Layout Advanced RelatedTerms Webpart settings a Termstore Managed Metadata Service v Group Termset All vw Term max results 20 URL Template Help my _layouts OSSSearchResults a OK Cancel Apply
10. new search it is oftentimes useful to only display terms for which documents exist If the check box Show only used terms is ticked the webpart will only show used terms and not all terms that would match the entered label This check box is selected by default Semantic Search Webparts 25 D 1 Q Al User Manual In the configuration field URL template users can enter a URL that will be used for construction the hyperlinks for all matching terms In order to search for occurrences of the term in the managed properties you can change the URL to link to your search center and to contain a KQL statement sites contoso Searchcenter Pages results aspx k owsmetadatafacetinfo termLabel 3 4 2 Configuration for SharePoint 2010 We recommend adding the MatchingTerms webpart at the right of the search result page into the Right zone on top of RelatedQueries gt fa https s 2 2 2 a 2 0is my BasicSearchCenter results aspx PageView Shared amp dnitialTabld B Search Center x File Edit View Favorites Tools Help Categories Web Parts About the Web Part Ei Lists and Libraries N MatchingTerms MatchingTerms Ga Business Data 2 TermSuggester The Matching Terms Webpart lists all matching terms for a given Ba Content Rollup TermTreeRefiner search term Each matching term is provided is additional Doc t Set information in a tooltip like the path s in the term tree This E Document Sets helps the
11. search mae oo00000 Default Step 4 Save the configuration and verify proper operation Save the webpart and the page The StaticTermTree should now display the taxonomy s from your site column s You can expand collapse sub trees Enter the asterisk into the searchbox and hit return All search hits from the current scope should be displayed Select a value from the StaticTermTree by ticking a check box The number of search hits should be reduced to documents that are tagged with the selected value AND subterms thereof Semantic Search Webparts 18 D 1 Q Al User Manual EB http sp devel dh searchcenter Seiten results aspx Default 7B 22k 22 3A 22 22 2C 229 P Everything People Conversations Videos English M Navigation C I Bestimmte infekti se un A call for global research on non communicable diseases II Neubildungen lil Krankheiten des Blutes und der blutbildenden Organe sowie bestimmte St rungen IN Krankheiten des Blut mit Beteiligung des Immunsystems IV Endokrine Em hrungs sp devel dhy A call for global research on non communicable dise E IX Krankheiten des Kreisl V Psychische und Verhalt ee des Mare Aufnahmeprotokoll KE 01 10 2014 VII Krankheiten des Auge Sp devel dh Dokumente Aufnahmeprotokoll KE 01 10 2014 docx VIH Krankheiten des Ohre XI Krankheiten der Haut dB Aufnahmeprotokoll
12. terms that have multiple parents Semantic Search Webparts 7 D 1 Q A User Manual 2 Administration Guide 2 1 Software prerequisites L mantic Search Webparts requires SharePoint Server 2010 or SharePoint Server 2013 In order to use some features of the Semantic Search webparts such as poly hierarchies or the RelatedTerms webpart you must install GRASP v1 4 or GRASP TermManager v1 5 or later Obtain GRASP from DIQA e http diga pm com en GRASP Client PC Requirements 1 Windows Vista Windows 7 2 Microsoft Internet Explorer 8 9 or later 2 2 Installation In order to provide your SharePoint users with the features of Semantic Search Webparts execute the installation wizard SemanticSearchWebParts XXX exe and configure a search pages making use of the new webparts The following instructions guide you through this process 1 Download the latest version of Semantic Search Webparts via http diga pm com en Semantic Search _ Webparts and store it as a local file on your server Extract the zip file and choose the correct folder for your SharePoint version 2010 or 2013 Semantic Search Webparts 28 D 1 Q Al User Manual 2 Click on the downloaded executable installer in the chosen folder e g SemanticSearchWebParts XXX exe to launch the Installation Wizard with administrator privileges This will open in a dialog window SEMANTIC SEARCH This setup wizard will install and deploy Semantic Se
13. user to quickly identify relevant terms with which he D Forms resumes his search Search E Semantic Search Gd Social Collaboration Upload a Web Part Y p BasicSearchCenter with Semantic Search Search Results Top Zone Add a Web Part Search Summary Middle Upper Left Zone Middle Upper Right Zone Add a Web Part Add a Web Part Add a Web Part Refinement Panel Middle Lower Left Zone Middle Lower Right Zone No refinements available Using the webpart s context menu users can open the configuration panel that displays a number of general layout settings as well as some settings specific for the functionality of this web part Semantic Search Webparts 26 D 1 Q A User Manual 4 MatchingTerms x Appearance S Layout Advanced MatchingTerms Webpart settings X Termstore Managed Metadata Service v Group All v Termset All v Term max results 20 Show only used terms URL Template Help my BasicSearchCenter results asg OK Cancel Apply Since the webpart retrieves matching terms from the taxonomy in the termstore users can define which termstore to use and can also restrict the group termsets and even root nodes to look for matching terms The value for max results defines how many matching terms should be listed Since clicking on a matching term will trigger a new search it is often
14. 3 Luxation Verstauchune und Zerrung des H ftgelenkes und von B ndern der H fte 563 Luxation Verstauchung und Zerrung von Gelenken und B ndern in H he des Handgelenkes und der Hand 533 Luxation Verstauchung und Zerrung von Gelenken und B ndern der Lendenwirbels ule und des Beckens 593 Luxation Verstauchung und Zerrung der Gelenke und Bander in H he des oberen Sprunggelenkes und des Fu es vy 573 0 Luxation der H fte _ Semantic Search Webparts 93 D 1 Q A User Manual 3 4 MatchingTerms Webpart The MatchingTerms webpart is very similar to the TermSuggester webpart It also retrieves terms similar to an entered search term It uses the same matching algorithm and has the same configuration options But instead of displaying the matching terms as suggestions while typing the MatchingTerms webpart displays them as a list of hyperlinks on the search result page 3 4 1 Configuration for SharePoint 2013 Step 1 Add the MatchingTerms webpart to the search page We recommend adding the MatchingTerms webpart to the Main Zone underneath the Search Box x e lt gt http intranet contoso com sites contoso Knowledgemanagement O G NA SharePoint Newsfeed SkyDrive Sites System Accounty amp BROWSE PAGE PUBLISH INSERT CO SHARE 3X FOLLOW R SAVE O 7 Web Part Insert Related Minimize Restore Delete i ist Properties Li Properties Relationships State Categories Parts About the part ws ers For
15. Al User Manual Sometimes the web parts are not properly removed from the system To mitigate that please visit the site settings of those site collections in which the Semantic Search Webparts have been used Under the Galleries gt Web parts you might still find the webparts They are listed in the Semantic Search group For easier location please sort the list by Group Now select the check box of the web parts and click Delete Document in the ribbon File Edit View Favorites Tools Help Site Actions xe 4 Check Out Q Version History 4 gt t a a B 4 2 E3 Check In n 2 Document Permissions Be New Upload New Edit R View Edit E mail a Download a Document Document Folder Document EN Discard Check Out Properties Properties x Delete Document Link Copy iy New Open amp Check Out Manage Share amp Track Coy Libraries D Type Web Part Edit Groupt A us A A A ap eraasi o SummaryResults webpart Search fs TopAnswer webpart Search ee MatchingTerms webpart Semantic Search te TermSuggester webpart E Semantic Search ke TreeRefiner webpart EZ Semantic Search contactwp dwp E Social Collaboration ee MSMembers dwp EB Social Collaboration a MSUserTasks dwp E Social Collaboration fs ProfileBrowser dwp B Social Collaboration v Semantic Search Webparts 242 D 1 Q Al User Manual 3 User Guide After the installation of the Semantic Search Webparts and their activatio
16. Page Actions Page Library Tags and Notes Categories About the part ws rers a and Content alt The TermT Webpart exte refiner webpart and visualizes the terms in erms in the tree to drill down or drill up in ch Driven Content Semantic Search Social Collaboration Add part to Navigation Zone Cancel Add a Web Part Search Box owstaxidmetadataalltagsinfo presse Search Results Germa Jhd Look in the right place Define result sources that change where results come from Semantic Search Webparts 23 D 1 Q Al User Manual Note In order to have sufficient input for populating the refiner the page must also contain the search core results webpart Step 2 Open the configuration settings of the TermTreeRefiner web part Using the webpart s context menu users can open the configuration panel that displays a long list of configuration options With the exception of the REFINEMENT and TreeRefiner Webpart setfings Options all present options are identical to the ones available in the standard SharePoint RefinementPanel webpar cf http technet microsoft com en us library gg549985 28v office 14 29 asox for its documentation Step 3 Select the refinement target Select here the web parts that contains the search results Semantic Search Webparts 33 D 1 Q Al User Manual 4 TermTreeRefiner x Properties for Search Refinement A Help Refine
17. adonna Litta Madonna of Laroque Madonna of the Carnation Mona Lisa The Last Supper t MatchingTerms Like the other Semantic Search web parts it also offers informative tool tips for each listed term Clicking on a term opens the associated URL i e triggers another search with that term as its focus Semantic Search Webparts 31 D 1 Q A User Manual 3 6 TermTreeRefiner Webpart The TermTreeRefiner webpart provides a view on the terms used by the documents contained in the search results This view shows the hierarchical organization of the terms Since it is a refiner webpart it can be used to drill down and to focus on the most relevant search results ESM the TermtreeRetiner webpart is a replacement of the original RefinerPanel webpart of SharePoint 2010 and an extension to the original Refiner webpart of SharePoint 2013 3 6 1 Configuration for SharePoint 2013 Step 1 Add the TermTreeRefiner to the search results page For SharePoint 2013 we recommend to add the TermTreeRefiner on top of the original Refiner web part x a 2 SI EI Page History gt Fam rc C Make Homepage o ma rar N Pr A SEE Pas E ES os amp Ca a S Page Permissions hg oI A Incoming Links 1 Save New Check In Edit Page E maila Alert Popularity Preview Page Library Library View All Tags amp r Properties URIS X Delete Page link Mer s Layout 2 Draft Check Settings Permissions Pages Notes Edit Manage Share amp Track
18. arch Web Parts to your SharePoint 2010 fam Previous Next http sharepointx3 blogspot com 3 Click on next to perform the system check that should indicate that the Semantic Search Webparts can be installed Semantic Search Webparts 292 D 1 Q Al User Manual Microsoft SharePoint Foundation 2010 is installed You have pemission to install and deploy SharePoint solutions The SharePoint 2010 Administration service is started The SharePoint 2010 Timer service is started Solution file found Semantic Search Web Parts is not installed 888888 All checks succeeded Please click Next to proceed with the installation Previous Net _ Abort http sharepointx3 blogspot com 4 Click on next to see the End User License Agreement EULA If you agree with the license agreement then tick the check box named I accept the terms in the License Agreement and click on next 5 You will see a list of all site collections of your SharePoint farm Select the ones in which you want to provide the Semantic Search Webparts Central Administration 2 site collections http Aoofoo SharePoint 80 1 site collection iol http Afoofoo Homepage Please click the Next button to start the installation process Previous Net Abort http sharepointx3 blogspot com 6 Click on next to initiate the deployment process Semantic Sea
19. chnical Support 4 1 Download new releases of Semantic Search Webparts You find new releases of the Semantic Search Webparts on the DIQA homepage at http diqa pm com en Semantic_Search_Webparts 4 2 Support inquiries If you have issues with the software then please contact this email address info diga pm de 4 3 Check current bug status http bugs diga pm com index php 4 4 Buying a license The evaluation version of the Semantic Search Webparts is fully functional for 30 days If you want to continue to use the Semantic Search Webparts after this period has elapsed you must buy a valid license key from DIQA at info diaa pm de Semantic Search Webparts 42 D TQ A User Manual
20. data navigation for a list or library a8ddfcd1 a486 4e0f b 1b 1 f10ca79fa9bec Semantic Search Webparts 20 D 1 Q Al User Manual 3 3 1 Configuration We recommend adding the TermSuggester webpart on the top of the search page into the Top zone SE EA http s 2 2 2 2 as h my BasicSearchCenter results aspx PageView Shared amp dnitialTabld E Search Center x Eile Edit View Favorites Tools Help Categories Ei Lists and Libraries Business Data Ga Content Rollup Gy Document Sets EE Forms Search E Semantic Search Social Collaboration Upload a Web Part v rchCenter with Semantic Add a Web Part Refinement Panel Web Parts Q MatchingTerms C TermSuggester Q TermTreeRefiner Search Summary Middle Upper Left Zone Add a web Part Middle Lower Left Zone No refinements available rch gt Search Result About the Web Part TermSuggester The Term Suggester Webpart support the user while he is typing in his search query Its intelligent matching algorithm suggests terms that contain parts of the search query in their labels and synonyms The user can select a suggested term to resume his search Add Web Part to Top Zone Add Middle Upper Right Zone Right Zone Add a Web Part Add a Web Part Related Queries Middle Lower Right Zone Using the webpart s context menu users can open the configuration panel that displays a number of general layou
21. edia Configuration for owstaxldICD10 DanielHanschr Q SHARE yy rouow R save G Properties for Search Refinement Sample values No values found We don t h Type Aliases Display name ave any refiners to show you Display template Einschrankungselement sort by Count Maximum number of 15 refiner values Sort direction Descending IM v Help Reever Er Search Results Default Refiners Ose the refinement configuration defined in the Managed Navigation term set Go to Managed Navigation term set Choose refiners in this Web Part Choose Refinersin Control Vertikal Alternate Error Message Appearance Open the Appearance configuration option and enter the title width and height of the webpart Semantic Search Webparts User Manual Fe EN G Te DEE eens p o SharePoint Daniel Hanschy ewsfeed OneDrive Sites BROWSE PAGE Insert WEB PART SHARE yy rouow R sa O 7 HR a Web Part met pail Minimize Restore Delete Properties Properties Relationships State Main Zone 4 StaticTermTree Properties for Search Refinement Add a Web Part El Appearance Navigation Zone B Title Navigation Height search Should the Web Part have a fixed height ves bo Pixels v Q StaticTermTree Search Navigation S
22. ents the text entered in the search box If a term has been selected this is identical to the default label of the term e termLabel This variable represents the default label of the selected term e termGUID This variable represents the GUID of the selected term from the term store e termURI This variable represents the URI of the selected term as it is stored in the term store Since SharePoint does not support URIs for terms out of the box this feature is only available for taxonomies that have been imported with GRASP All webparts check the k paramter of the query string of the page URL when the page loads to determine the base terms for their algorithms e g for finding matching terms A typical URL looks like this e http sharepoint my BasicSearchCenter results aspx k Leonardo 20da 20 Vinci The MatchingTerms and RelatedTerms webparts additionally check the URL s query string for a parameter with the name termID and assume that the GUID of an actual term is provided in this parameter In the URL field of the webparts you might want to pass the term GUID as a termID parameter e g e my BasicSearchCenter results aspx k termLabel amp termID termGUID In this way they can unambiguously identify a term from the term store and act appropriately e g only show matching terms for this single term not for other terms that might have the same default label Semantic Search Webparts 41 D 1 Q Al User Manual 4 Te
23. entwithtagelectronic owstaxidmetadataalltagsinfo owstaxidProductCatalogltemCategc i People v PeoplelnMedia Configuration for owsmetadatafacetinfo Tags Sample values No values found I Type Text i Aliases Display name i Display template Refinement Item Sort by Count Sort direction Descending i Maximum number of 15 refiner values I Preview refiners OK Cancel v Step 5 Specify the maximum number of search results that are reflected in the refiner Semantic Search Webparts 235 D 1 Q A User Manual For efficiency reasons the treeview refiner examines only a limited number of search results for the presence of terms Enter in the field max Anzahl Ergebnisse max results the maximum number of search results that should be examined Please note if you select a number that is too low then not all search results might be displayed in the treeview The bigger the number the longer is the loading time of the treeview 4 TermTreeRefiner x lt lt Properties for Search Refinement Appearance Layout Advanced gt gt TreeRefiner Webpart settings max Anzahl Ergebnisse max 50000 50000 sh X Auragetext searchboxquery OK Cancel Apply Step 6 Enter the Query Text Abfragetext Copy the Query Text string from the search results webpart and paste it into the Query Text Abfragetext field of the TreeViewRefiner webpart se
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25. g und Zerrung von Gelenken und B ndern der Lendenwirbels ule und des Beckens 593 Duitation Verstauchung und Zerrung der Gelenke und B nder in H he des oberen Sprunggelenkes und des Fu es e 573 0 der H fte e 427 1 der Linse e 583 0 der Patella e 63 1 eines Fingers e 583 1 des Kniegelenkes e 563 0 des Handgelenkes e 553 0 des Radiuskopfes 131 eines Halswirbels S251 eines Brustwirbels Semantic Search Webparts 28 D 1 Q A User Manual 3 5 RelatedTerms Webpart The RelatedTerms webpart will list terms that might help users to find closely related documents i e documents that are not tagged with a given term but that are tagged with terms related to it The given term is either a term entered in the TermSuggester or any term used to tag any of the initial search results In this way users can research the vicinity of their initial search space 3 5 1 Configuration We recommend adding the RelatedTerms webpart to the right hand side of the search result page into the Right zone on top of RelatedQueries It can be placed on top of or below the MatchingTerms webpart if both are present gt fa http s s 2 n 2 2 s my BasicSearchCenter results aspx PageView Shared unitialTabld B Search Center x File Edit View Favorites Tools Help Categories Web Parts About the Web Part iy Forms Grasp A E Media and Content Outlook Web App MatchingTerms RelatedTerms
26. ges te ly to all users Search Statistics Middle Lower Right Zone Add a Web Part Search Action Links Bottom Zone Search Best Bets Semantic Search Webparts User Manual Add a Web Part 15 Right Zone Add a Web Part Related Queries 3 2 StaticTermTree Webpart 3 2 1 Configuration for SharePoint 2013 The StaticTermTree webpart is documented using an example scenario that you might adapt appropriately Step 1 Pre requisites Prepare the following 1 Create a site column named ICD10 of type Managed Metadata that uses a particular termset 2 Add the site column to a library and tag all documents with terms from the termset Perform a full crawl 4 Open the search schema and make the managed property owstaxldICD10 retrievable w Step 1 Add the StaticTermTree Webpart to the search results page The StaticTermTree webpart is contained in the webpart category Semantic Search We recommend to add it to the navigation zone PEE E terep aere cy sercherte Seen esuksanp P E secher x naa SharePoint Noo E EE DanielHanschvr 7 BROWSE PAGE Q SHARE yy FOLLOW p save O A m Page History a Fam rqa E Make Homepage ee ma O LE p a SP Page Permissions Os sg Mr B mm wo IQ lt a A Incoming Links Save New Check Out Edit Page E maila Alert Popularity Preview Page Library Library ViewAll Tags amp K r Properties URLS X Delete Page link Me Trends Layou
27. int search result page for the current site collection A relative URL will be resolved against the current host and all parameters will be substituted by the actual values e http sharepoint my _layouts OSSSearchResults aspx k termLabel Find the list of possible parameters in Section 3 7 Since users typically expect to stay on a search result pages when changing the search term we will modify the URL Template to read e my BasicSearchCenter result aspx k termLabel 3 3 2 Usage The TermSuggester can be used in the same way as the standard SharePoint SearchBox Users enter search terms into the text field and when clicking the search button or hitting enter a search with these search terms is initiated When the user stops typing for about one second the added functionality is triggered The TermSuggester retrieves a list of terms from the termstore that match the current user input The webpart finds matches in both the default label as well as the alternative labels of terms Clicking on a term selects it and triggers the query for this term When hovering with the mouse over one of the terms from the list of suggestions a tool tip shows all relevant details about this term e g to disambiguate a label that is used by multiple terms TermSuggester Luxa x 503 Luxation Verstauchung und Zerrung von Gelenken und B ndern des Kopfes 513 Luxation Verstauchung und Zerrung von Gelenken und B ndern in Halsh he 7
28. ion 1 2 1 Used Terms TermSuggester and MatchingTerms webparts can be configured to only show terms that are actually used to tag documents 2 peels improvements in the configuration of the TermTreeRefiner web part 3 Semantic Search Webparts are now available for SharePoint 2013 too 1 2 4 Version 1 1 1 RelatedTerms Webpart Since version 1 4 GRASP supports non hierarchical relations between terms The RelatedTerms webpart can make use of this knowledge in the context of search For a given term it displays further terms that can guide the user to other search results that are indirectly related to the search term initially provided 1 2 5 Version 1 0 1 TermSuggester Webpart This webpart supports the user while she is typing the search query into the search box Its intelligent matching algorithm suggests terms from the taxonomy that contain parts of the search query in their labels and synonyms 2 MatchingTerms Webpart This webpart lists all matching terms for a given search term For each matching term a tooltip provides is additional information like the synomyms the term set or the parent terms 3 TermTreeRefiner Webpart This webpart extends the standard refiner webpart and visualizes the terms in the context of the term tree Users can select terms in the treeview to drill down or drill up in the search results 4 Support for poly hierarchies If GRASP is also installed the Semantic Search Webparts also properly handle
29. ment Target Search Results Default v Use the refinement configuration defined inthe Managed Navigation term set Go to Managed Navigation term set Choose refiners in this Web Part Choose Refiners Step 4 Select the refiners Refiners are the facets or sections that are displayed in the TermTreeRefiner Each refiner corresponds to a managed property in your search schema that contains terms i e that represents a column of the type managed metadata Click on Choose refiners to open a popup where you can pick the refiners from the list of managed properties that are refinable Make sure to select only managed properties that contain terms i e that represent a column of the type managed metadata e g owsmetadatafacetinfo Any other managed property will be ignored Per refiner specify the appropriate display template Semantic Search Webparts 34 D 1 Q Al User Manual e Refinement item for single value selections or e Multi Value Refinement Item for multi value selections Per refiner specify the label of the refiner that is displayed instead of the name of the managed property Aliases s r x Refinement configuration for TermTreeRefiner A The refiners will be displayed in the order listed Available refiners Selected refiners LastModifiedTime owsmetadatafacetinfo Lo A ManagedProperties Rn MediaDuration ow withtagdepartme ow cum
30. ms Ga Media and Content Gi Search Driven Content E Semantic Search v a MatchingTerms ollaboration Upload a Web Part Add part to M Cancel CONTOSO Knowledgemanagement Searchcenter CONTOSO Navigation Zone Add a Web Part Add a Web Part Search Box TermTreeRefiner Selected terms HashTags BestPracticesForTravelSecurity 14 SafeCorporateComputing 1 IndustryFinancialOutlook 1 AnnualBudgetDrafts 1 English LegalGuidelinesForInventors 1 Step 2 Adjust the configuration settings Semantic Search Webparts 24 DI lal A User Manual Using the webpart s context menu users can open the configuration panel that displays a number of general layout settings as well as some settings specific for the functionality of this web part 4 MatchingTerms x Appearance Layout Advanced MatchingTerms Webpart settings 4 ermstore Managed Metadata Service M Group All Vv Termset All v Term max result 20 Show only used terms URL Template Help OK Cancel Apply Since the webpart retrieves matching terms from the taxonomy in the termstore users can define which termstore to use and can also restrict the group termsets and even root nodes to look for matching terms The value for max results defines how many matching terms should be listed Since clicking on a matching term will trigger a
31. n for a site collection you can insert the following web parts into SharePoint pages wiki pages and even search sites such as the Basic Search Center TermSuggester Webpart MatchingTerms Webpart RelatedTerm Webpart TermTreeRefiner Webpart All these webparts improve the search experience by providing knowledge represented in taxonomies from the term store during the formulation of a search request or while displaying search results Note the following explanations hold for SharePoint 2010 In SharePoint 2013 some things have changed e g the initial layout of the Basic Search Center or SharePoint s standard search web parts Where required we will explain discrepancies between the two versions within the following sections 3 1 Preparations For explaining the webparts their configuration and their application we will reconfigure the Basic Search Center to make use of the new Semantic Search Webparts By default the layout of the Basic Search Center result page looks like this SearchBox SearchSummary SearchStatistics SearchActionLinks SearchBestBets TopFederatedResults RefinementPanel RelatedQueries SearchCoreResults SearchPaging Semantic Search Webparts 13 D 1 Q Al User Manual In SharePoint 2013 the RefinementPanel webpart has been renamed to Refinement Most of the webparts in the central column are now rolled into the new SearchResults webpart and the righ
32. part extends the standard refiner Ba Content Rollup TermTreeRefiner webpart and visualises the terms in the context of the term tree Users can select terms in the treeview to drill down or drill Document Sets up in the search results D Forms Search Semantic Search Social Collaboration Upload a Web Part v Add Web Part to Left Zone Add p BasicSearchCenter with Semantic Search Search Results Top Zone Add a Web Part Search Summary Middle Upper Left Zone Middle Upper Right Zone Right Zone Add a Web Part Add a Web Part Add a Web Part Related Queries Middle Lower Left Zone Middle Lower Right Zone Note In order to have sufficient input for populating the refiner the page must also contain the search core results webpart Using the webpart s context menu users can open the configuration panel that displays a long list of configuration options All present options are identical to the ones available in the standard SharePoint RefinementPanel webpar cf http technet microsoft com en us library gg549985 28v office 14 29 asox for its documentation Semantic Search Webparts 38 D 1 Q Al User Manual 4 TermTreeRefiner x Results Query Options Refinement Refinement Panel Caption 4 TermTreeRefiner x Filter Category Definition Results Query Options lt xml version 1 0 encoding ao GRRRRiie peaeeeemeeemmeeemenemaas
33. proach that leverages taxonomies and Semantic Web technologies to improve document retrieval in SharePoint The typical steps of the approach are explained in the following 1 1 1 Provision of Taxonomiies in SharePoint The taxonomy represents the conceptual model of your business It provides the required knowledge to improve navigation as well as tagging and search of documents Typical sources of taxonomies are industry standards product lifecycle management systems or terminology management systems Our SharePoint solution GRASP helps to integrate external taxonomies to manage taxonomies directly in SharePoint and to enrich them with semantic information 1 Attp diqa pm com en GRASP Semantic Search Webparts A D 1 Q Al User Manual 1 1 2 Tagging of Documents Assign taxonomies and term sets to managed metadata columns that are used in lists or libraries You can classify your documents manually by tagging them with terms e g products customers regions topics etc Alternatively you can automate this process requires partner products 1 1 3 Semantic Search The Semantic Search Webparts extend the standard SharePoint Search with Semantic Web features to find documents quicker and more efficiently The Semantic Search Webparts make use of the taxonomy that is enriched with semantic information They guide users actively in the search process offer alternative search possibilities and provide comprehensive ways to na
34. rch Webparts 10 D 1 Q Al User Manual 7 Click on next to get the list of all SharePoint sites in which the webparts have been deployed 8 Click on the close button to close the Installation Wizard 9 Go to the site settings of one of the selected site collections as site collection administrator and go to Site Collection Administration gt Site collection features After the installation the Semantic Search Webparts feature should by activated by default If not click on Activate to enable its functionality eh Creates reports about information in Microsoft SharePoint Foundation Search Server Web Parts This feature uploads all web parts required for Search Center Semantic Search Web Parts ome This feature provides a number of web parts for improving the search experience based on managed metadata and the content of the term store SharePoint 2007 Workflows Aggregated set of out of box workflow features provided by SharePoint 2007 2 3 De Installation In order to remove Semantic Search Webparts from your SharePoint Farm start the Installation Wizard with administrator privileges While checking the system status the installer will detect that the Semantic Search Webparts are already installed and will offer two options Repair and Remove After selecting Remove they will be removed from all relevant site collections Semantic Search Webparts 11 D 1 Q
35. s Immunsystems V Psychische und Verhalte sp devel dhy A call for global research on non communicable dise VI Krankheiten des Nerve VII Krankheiten des Auge VIII Krankheiten des Ohre XII Krankheiten der Haut XIII Krankheiten des Mus Preferences Advanced Search XIV Krankheiten des Urog XV Schwangerschaft Geb XVI Bestimmte Zust nde XVII Angeborene Fehlbild XX u ere Ursachen von XXI Faktoren die den Ger XXII Schl sselnummern fi gt Result type Word Author 3 2 2 Usage The StaticTermTree is similar to the navigation hierarchy feature from lists and lipraries To make it easier for users to find content in large search scope you can add the StaticTermTree to the search center The StaticTermTree enables users to dynamically filter and find content in the search scope by using a navigation hierarchy tree control to apply different metadata based filters Search terms can be used in combination with the StaticTermTree to refine the result list The StaticTermTree co exists with the standard refiner and thus allows to apply further filters to the result list 3 3 TermSuggester Webpart The TermSuggester webpart replaces the original SearchBox and adds autocomplete functionality for identifying taxonomy terms while entering a search query 2 https support office com en sg article Configure meta
36. t 2 Draft Check Settings Permissions Pages Notes Edit Manage Share amp Track Page Actions Page Library Tags and Notes Categories Parts About the part E Apps A MatchingTerms StaticTermTree Blog RelatedTerms StaticTermTree Gi Business Data StaticTermTree Community TermSuggester Content Rollup A TermTreeRefiner Document Sets Da Filters Gi Forms i Media and Content NV Add part to Iv Gia Search Pi Navigation Zone V Upload a Web Part A Add a Web Part Navigation Zone Search Boe Add a Web Part Search p Refinement Search Navigation Everything People Conversations _Videos Semantic Search Webparts J D 1 Q A User Manual Step 2 Configure the refiner s Edit the web part and open the Choose refiners configuration option Remove all managed properties from selected refiners and add the managed property owstaxldICD10 or any other managed property for a column from type managed metadata Provide each refiner with a display name serene SSS Everything P Sach Re Step 3 Configure the appearance of the webpart optional Refinement configuration for StaticTermTree The refiners will be displayed in the order Available refiners LastModifiedTime Location A listed ManagedProperties MediaDuration owsmetadatafacetinfo owstaxidmetadataalltagsinfo owstaxidProductCatalogitemCateg owstaxidTaxonomie People v PeopleinM
37. t settings as well as some settings specific for the functionality of this web part Semantic Search Webparts User Manual ae EN G 4 TermSuggester x Appearance Layout Advanced TermSuggester Webpart settings A Termstore Managed Metadata Service v Group All v Termset All hd Term max results 20 Show only used terms URL Template Help my BasicSearchCenter results asf Since the webpart suggests terms from the termstore users can configure from which termstore the webpart will receive possible terms Restricting the scope even further to particular groups of termsets and even to subterms of a specific term in a termset can also be defined The value for max results defines how many suggestions should be displayed at most Oftentimes it is useful to only propose terms in the search box for which documents exist If the check box Show only used terms is ticked the webpart will only propose used terms and not all terms that would match the entered label This check box is selected by default In the last configuration field URL template users can enter a URL that will be called once a suggested term is selected or the user presses the enter key Per default this value is present e my _layouts OSSSearchResults aspx k termLabel Semantic Search Webparts 22 D 1 Q A User Manual This is the standard SharePo
38. times useful to only display terms for which documents exist If the check box Show only used terms is ticked the webpart will only show used terms and not all terms that would match the entered label This check box is selected by default In the last configuration field URL template users can enter a URL that will be used for construction the hyperlinks for all matching terms Per default this value is present e my _layouts OSSSearchResults aspx k termLabel This is the standard SharePoint search result page for the current site collection As for the TermSuggester webpart relative URLs are allowed and the webpart will interpret a number of parameters cf Section 3 7 for details Semantic Search Webparts 27 D 1 Q A User Manual 3 4 3 Usage Using the MatchingTerms webpart is fairly simple It displays a list of terms and offers the same tool tips as the TermSuggester Clicking on a term opens the associated URL i e triggers another search Q MatchingTerms 503 Diixation Verstauchung und Zerrung von Gelenken und Bandern des Kopfes 13 Verstauchung und Zerrung von Gelenken und B ndern in Halsh he S573 Verstauchung und Zerrung des H ftgelenkes und von B ndern der H fte 543 Ian Verstauchung und Zerrung von Gelenken und B ndern des Schulterg rtels Verstauchung und Zerrung von Gelenken und B ndern in H he des Handgelenkes und der Hand 533 Diiation Verstauchun
39. tmost column has been dropped completely For this user guide we will reconfigure the SharePoint 2010 Basic Search Center page to contain the following set of webparts SearchSummary SearchStatistics SearchActionLinks SearchBestBets TopFederatedResults SearchCoreResults RelatedQueries SearchPaging To create the basic Search Center site simply find the create new site entry in the Site Actions menu then select the Basic Search Center site template and provide a title and URL e g e http sharepoint my BasicSearchCenter The search results page can be found as e hitp sharepoint my BasicSearchCenter result aspx Semantic Search Webparts 14 DEUED User Manual Edit this page via Page gt Edit and remove the original SearchBox and RefinementPanel webparts This can be achieved via their context menus REDE http 1 k h my BasicSearchCenter results aspx PageView Shared lnitialTabld fa Search Center x File Edit View Favorites Tools Help Add a Web Part Minimize 1 Close X Delete Refinement Panel Top Zone Add a Web Part Search Box Preferences 2 Advanced Search Summary Middle Upper Left Zone Add a Web Part Middle Upper Right Zone Add a Web Part Middle Lower Left Zone Connectiof will app Export EB Edit Web Delete this Web Part from the page These chan
40. tting The string must be identical in both webparts in order to avoid inconsistent search hits in the TreeViewRefiner and search results webpart The Query Text Abfragetext must contain atleast searchboxquery Semantic Search Webparts 36 D 1 Q Al User Manual Step 7 Save the configuration settings and save the search page After saving the page and entering an appropriate search term the treeview will display the managed metadata terms of the selected managed properties that occur in the search results grouped by the managed properties If the treeview remains empty then no managed metadata terms are present in the current search results or you have selected the maximum number of search results too low 3 6 2 Configuration for SharePoint 2010 We recommend adding the TermTreeRefiner webpart at the left of the search result page into the Left zone EEE For SharePoint 2010 we recommend to replace the original RefinementPanel For SharePoint 2013 we recommend to add the TermTreeRefiner on top of the original Refiner web part Semantic Search Webparts 237 D 1 Q Al User Manual E gt ir httpi s 2 2 2 2 3 e s h my BasicSearchCenter results aspx PageView Shared amp dnitialTabld Eile Edit View Favorites Tools Help Categories Web Parts About the Web Part B Lists and Libraries A MatchingTerms TermTreeRefiner 2 Business Data R TermSuggester The TreeView Refiner Web
41. vigate in search hits 1 2 What s New 1 2 1 Version 1 4 New Features in v1 4 B57 e StaticTermTree Webpart this web part adds the navigation hierarchy feature from lists and libraries to the search center This allows for exploring content using tags and search queries in parallel Bugfixes e Bug 354 Static tree displays term labels in German only e Bug 355 Display name is ignored 1 2 2 Version 1 3 New Features in v1 3 B43 e RelatedTerms Webpart a checkbox in the configuration settings allows for showing only used or unused terms ougid 243 e RelatedTerms now also support parents children siblings of terms if user chooses to show them bugid 237 e TermTreeRefiner now allows for multiple selection in ONE facet configurable bugid 280 e TermTreeRefiner provides graphical user interface to add or remove facets bugid 280 e TermTreeRefiner configuration settings allow for specifying the maximum number of search results that are reflected in the refiner e In order to avoid inconsistent search results and TermTreeRefiner result the TermTreeRefiner configuration settings allow for specifying a Query text that takes the KQL query from the search result webpart ref Query Text in https technet microsoft com en us library gg549987 aspx Semantic Search Webparts 5 D 1 Q Al User Manual Bugfixes Different searchresults in resultwebpart and treeviewrefiner 345 Add an option Query text 51
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