Semantic Search Webparts 1.1 User Manual
Contents
1. USER MANUAL Webparts for SharePoint Version 1 2 DIQA Projektmanagement GmbH e A Pfinztalstra e 90 76227 Karlsruhe SMART JPORTALS http www digqa pm com Document Information Document Type created oo o S O released 2014 0214 o o verson he O 0 EEE Fina o O Status Final History mamae a R 01 2013 10 10 Created initial version 2013 11 05 Final version of Manual for version 1 0 2013 12 10 RelatedTerms webpart version 1 1 2014 01 30 Updates for release 1 2 2014 02 14 Updates for SharePoint 2013 Copyright 2014 DIQA Projektmanagement GmbH PfinztalstraBe 90 76227 Karlsruhe Germany Phone 49 721 609 517 26 Email info diga pm de Semantic Search Webparts 7 D IQ A User Manual Table of Contents 1 IHTSAUET ON ee 4 1 1 PFOQUETOVEIVIEW engen 4 1 1 1 Provision Of TAXONOMIES in SharePoint ueeeseeeeeessssseessnssseesnnnnnnennnnnnenennennenenn 4 1 1 2 Tagging of Documents een 4 Beo a AAC ae eaa E EEE ENEE ER 5 1 2 u Lake S NOW arien n A sans becs sageuedelenstesesancnastrenasestes 5 A E 0 lp EEEE E A E A E A ET 5 1 E E e E een een en AE 5 AS NOON Ve aAA AA 5 2 Administration Guide een nn an ann nun Ra ER EEE ra Bann Ren Beet 6 2 1 Software prerequisites cdgeccccscesadessceaccasacecedesescascasacesedensccncedsscoandecsdoveccieceusdcansexcaees 6 2 2 MOGO e E E 6 2 3 DeMaio M 2 0000 2000 ae ee r EEA RE AER EER 9 3 USO Ode ar EE ee ee re rer rT 11 3 1 PIEDATANONS2. Remove After selecting Remove they will be removed from all relevant site collections 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 Semantic Search Webparts og D I Q A User Manual amp gt Fal https ala fa nA ony _catalogs wp Forms Allltems aspx D G FA Web Part Gallery All Web X File Edit View Favorites Tools Help Library Tools Site Actions BS Documents 2 nn 7 f Check Out Version History Ly a Check In Fr Document Permissions Fey New Upload New Edit View Edit E mail a Download a Document Document Folder Document e Discard Check Out Properties Properties x Delete Document Link Copy Mew Open amp Check Out Manage Share amp Track Cop Libraries Type Web Part Edit Groupt al ee u un kei SummaryResults webpart Search kei TopAnswer webpart Search it contactwp dwp Social Collaboration kei MSMembers dwp Social Collaboration TE MSUserTasks dwp Social Collaboration T ProfileBrowser dwp Social Collaboration Semantic Search Webparts 1 07 D IQ A Use
3. Delete BE Edit Web F Delete this Web Part from the page These changes Add a Web Part Connectiof will apply to all users Export Search Statistics Search Action Links Bottom Zone Add a Web Part Search Best Bets Semantic Search Webparts rn D IQ A User Manual 3 2 TermSuggester Webpart The TermSuggester webpart replaces the original SearchBox and adds autocomplete functionality for identifying taxonomy terms while entering a search query 3 2 1 Configuration We recommend adding the TermSuggester webpart on the top of the search page into the Top zone gt ED htpe s 2 2 s 0 2 2 a s h my BasicSearchCenter results aspx PageView Shared amp lnitialTabld E Search Center x File Edit View Favorites Tools Help Categories Web Parts About the Web Part B Lists and Libraries A MatchingTerms TermSuggester Business Data TermSuggester The Term Suggester Webpart support the user while he is 3g Content Rollup TermTreeRefiner typing in his search query Its intelligent matching algorithm suggests terms that contain parts ofthe search query in their labels and synonyms The user can select a suggested term to Forms resume his search D Document Sets U Search C Semantic Search Social Collaboration Upload a Web Part w le Add Web Partto TopZone_ CY p BasicSearchCenter with Semantic Search Search Results Search Summary Middle Upper Left
4. 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 D IQ A User Manual 4 RelatedTerms x Appearance a yout Advanced RelatedTerms Webpart settings A Termstore Managed Metadata Service max results 20 URL Template Help imy _layouts OSSSearchResults a 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 asox 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 interpret a number of parameters cf Section 3 6 for details It is not Unreasonable to also choose the current URL of the Basic Search Center result page as the target for the l
5. Managed Metadata Service max results 20 Show only used terms URL Template Help my BasicSearchCenter results asp 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 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 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 asox 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 6 for details Semantic Search Webparts aos D IQ A User Manual 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 r
6. Zone Middle Upper Right Zone Right Zone Add a Web Part Add a Web Part Add a Web Part Add a Web Part Refinement Panel Related Queries 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 14 D IQ A User Manual Layout Advanced TermSugqgester Webpart settings Termstore Managed Metadata Service max results 20 Show only used terms URL Template Help my BasicSearchCenter results asp 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 th
7. TermSuggester 503 Luxation Verstauchung und Zerrung von Gelenken und B ndern des Kopfes S13 Luxation Verstauchung und Zerrune von Gelenken und B ndern in Halsh he 573 Luxation Verstauchung und Zerrung des H fteelenkes und von B ndern der H fte tion Verstauchune und Zerrunge von Gelenken und B ndern des Schultere rtek ynonyms Luxationen Verstauchungen und Zerrungen mit Bet g Luxa Parent term TOO T07 Verletzungen mit Beteiligung mehrerer K rperregionen Termset ICD 10 553 Luxa Group ICD 10 563 Luxation Verstauchune und Zerrune von Gelenken und B ndern in H he des Handgelenkes und der Hand 533 Luxation Verstauchune und Zerrune von Gelenken und B ndern der Lendenwirbelsaule und des Beckens 593 Luxation Verstauchung und Zerrung der Gelenke und B nder in H he des oberen Sprunggelenkes und des Fu es w 573 0 Luxation der H fte _ eiligung mehrerer K rperregionen Semantic Search Webparts e DEQ User Manual 3 3 MatchingTerms Webpart The Matchinglerms 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 Matchinglerms webpart displays them as a list of hyperlinks on the search result page 3 3 1 Configuration We recommend adding the MatchingTerms webpart at the right of the sea
8. e enter key Per default this value Is present e my _layouts OSSSearchResults asox k termLabel Semantic Search Webparts D IQ A User Manual This is the standard SharePoint 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 6 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 asox k termLabel 3 2 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 tio shows all relevant details about this term e g to disambiguate a label that is used by multiple terms l
9. e now rolled into the new SearchResults webpart and the rightmost 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 hitp sharepoint my BasicSearchCenter The search results page can be found as e hitp sharepoint my BasicSearchCenter result aspx Semantic Search Webparts eee D IQ A 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 gt FA http 2 2 2 0 2 2 0 my BasicSearchCenter results aspx PageView Shared amp dnitialTabld EB Search Center x Eile Edit View Favorites Tools Help Top Zone Add a Web Part Search Box p Preferences Advanced Search Summary Middle Upper Left Zone Middle Upper Right Zone Right Zone Add a Web Part Add a Web Part Add a Web Part Add a Web Part Related Queries Minimize Close Middle Lower Left Zone Middle Lower Right Zone
10. ead e my BasicSearchCenter result asox k termLabel 3 3 2 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 MatchingTerms 503 Luxation Verstauchung und Zerrung von Gelenken und B ndern des Kopfes 513 Likaftion Verstauchung und Zerrung von Gelenken und B ndern in Halsh he 573 Dikkation Verstauchung und Zerrung des H ftgelenkes und von B ndern der H fte 543 MEEN Verstauchung und Zerrung von Gelenken und B ndern des Schulterg rtels Group ee a Ellenbogen or Verstauchung nee es won Gelenken und Banden n H he des Handgelenkes und der Hand 33 Lipeation Verstauchung und Zerrung von Gelenken und B ndern der Lendenwirbels ule und des Beckens 593 Luipcation Verstauchung und Zerrung der Gelenke und B nder n H he des oberen eT el und des Fu es der H fte der Linse der Patella eines Fingers des Kniegelenkes des Handgelenkes des Rad uskopfes eines Halswirbels eines Brustwirbels Semantic Search Webparts aie D IQA User Manual 3 4 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 t
11. ed 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 TIC SEARCH This setup wizard will install and deploy Semantic Search Web Parts to your SharePoint 2010 farm http sharepoint lt 3 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 7 D IQ A User Manual Microsoft SharePoint Foundation 2010 is installed You have permission to install and deploy SharePoint solutions The SharePoint 010 Administration service is started The SharePoint 2010 Timer service is started Solution file found Semantic Search Web Parts is not installed 3889888 All checks succeeded Please click Next to proceed with the installation htto sharepointe3 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 ae https Toofoa 33308 Central Administration 2 site collections M http foofoo SharePoint 80 1 site collection Please click the Next button to start the installation pr
12. erm used to tag any of the initial search results In this way users can research the vicinity of their initial search space 3 4 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 lllslslslslahlhimy BasicSearchCenter results aspx PageView Shared amp lnitialTabld ff 5 Search Center x th au Eile Edit View Favorites Tools Help Categories Web Parts About the Web Part A Gi Forms z 4 MatchingTerms RelatedTerms Grasp A RelatedTerms The RelatedTerms webpart can make use of non hierarchical TermSuggester relations between terms in the context of search For a given Sj Media and Content term it displays further terms that can guide the user to other t TermTreeRefiner search results that are indirectly related to the search term Lai Outlook Web App 4 PP initially provided PerformancePoint Search Semantic Search v Q Social Collaboration TEP anette Add Web Part to Right Zone v p BasicSearchCenter with Semantic Search Search Results Middle Upper Left Zone Middle Upper Right Zone Add a Web Part Add a Web Part Add a Web Part TermTreeRefiner MatchingTerms Middle Lower Left Zone Middle Lower Right Zone No refinements available Search Add a Web Part Add a Web Part Related Queries
13. finer webpart and visualizes the terms in the context of the term tree Users can select terms in the treeview to drill down or drill uo in the search results 4 Support for poly hierarchies If GRASP is also installed the Semantic Search Webparts also properly handle terms that have multiple parents Semantic Search Webparts a D IQ A User Manual 2 Administration Guide 2 1 Software prerequisites ESM semantic 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 hitp 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 Semanfic Search Webparts execute the installation wizard SemanficSearchWebParfs 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 hitp diga om 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 6 DECH User Manual 2 Click on the download
14. he Semantic Search Webparts make use of the taxonomy that is enriched with semantic information They guide users actively in the search process offer alfernative search possibilities and provide comprehensive ways to navigate in search hits 1 2 What s New 1 2 1 Version 1 2 1 Used Terms TermSuggester and Matchinglerms webparis can be configured to only show terms that are actually used to tag documents 2 us improvements in the configuration of the TermTreeRefiner web part 3 Semantic Search Webparts are now available for SharePoint 2013 foo 1 2 2 Version 1 1 1 RelatedTerms Webpart Since version 1 4 GRASP supports non hierarchical relations between terms The Relatedlerms 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 3 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 re
15. he 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 asox 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 asox 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 eZ D I Q A User Manual 4 Technical 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 diga pm com en Semantic_ Search Webparts 4 2 Support inquiries If you have i
16. inks that are created for the matching terms i e we will modify the URL Template to read e my BasicSearchCenter result asox k termLabel Semantic Search Webparts a D IQ A User Manual 3 4 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 Madonna Litta Madonna of Laroque Madonna of the Carnation Mona Lisa The Last Supper 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 222 D I Q A User Manual 3 5 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 LA the TermtreeRefiner webpart is a replacement of original RefinerPanel webpart SharePoint 2010 and an extension to the original Refiner webpart of SharePoint 2013 3 5 1 Configuration We recommend adding the TermT
17. lt set are computed and at the same time hides the display of a flat facet for managed metadata most of the time Only if more than 255 documents are returned it will show up The term tree on the other hand will already show up even for smaller result sets Alternatively you can 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 displayed together with some technical metadata like document type or author 3 5 2 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 part displays the taxonomies in which these terms occur and also indicates how often they occur in the current result set Document Type Behandlkungsrichklnie 14 Arztbrref 4 Arbeitsunf hrgkeitsbeschemnigung 4 ICD10 Term XIX Verletzungen Vergiftungen und bestimmte andere 590 599 Verletzungen der Kn chelregson und des Fr S90 Oberfl chliche Verletzung der Kn chelregion 591 Offene Wunde der Kn chelregwn und des Fu 91 8 Offene Wunde sonstiger Teile der Kn che 91 84 Weichteischaden I Grades bei gesch 91 85 Weichteischaden Il Grades bei gesc 593 Luxation Verstauchung und Zerrung der Gele 593 0 Luxation des oberen Sprunggelenkes 6 593 2 Traumatische Ruptur von B nder in Hoh lt gt In the given scree
18. nshot 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 Semantic Search Webparts 29 DECH User Manual Selected terms Document Type Arztbrief Document Type Arztbrief 4 ICD10 Term XIX Verletzungen Vergiftungen und bestimmte andere 590 599 Verletzungen der Kn chelregson und des Fr 91 Offene Wunde der Kn chelregion und des Fuf Pri Te _ iisi NSV E 93 Luxation Versta l 593 0 Luxation des obe pa Semantic Search Webparts 20 D IQ A User Manual 3 6 URL Template The TermSuggester and Matchinglerm 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 represents 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 t
19. ocess http sharepointe3 blogspot com 6 Click on next to initiate the deployment process 7 Click on next get the list of all SharePoint sites in which the webparts have been deployed Semantic Search Webparts 02 D IQ A User Manual 8 Click on the close button to close the Installation Wizard 9 Goto 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 ad 2 Wa Creates reports about information in Microsoft SharePoint Foundation Search Server Web Parts p a This feature uploads all web parts required for Search Center Semantic Search Web Parts iie ite This feature provides a number of web parts for improving the search eactivate experience based on managed metadata and the content of the term store SharePoint 2007 Workflows A 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
20. onea EE E 11 3 2 TermsuUggesier WEBDAN an 14 32 COST OT er ee ee ne 14 A We en ee ee ee re 16 3 3 MatchingTerms WeDpaAI ccssccssccssccesccesccesccnsccesccesccesccesccesceesceesceesceesees 17 33 KONTO OT ee ee N A 17 Oe 32 6 0 een EUR A EAA EUREN ENGE ERS 19 3 4 Relstealerms WEDD GIT vsiscsiescssccionsccaviorsisaviarsieteseasiocxdangoess nines an 20 AT SAU nee Bee 20 A a ee re ee 22 3 5 TermTreeRefiner Webpan u c sense 23 309 1 ON IV ee ea ee er 23 ID UTE ee ee E 25 3 6 URLTEMDIGIE eee ene eee eee 27 A Technical SU ODOM veccecsacecacecacecacesacecaccuaccuccosasenadecaconaceuaceacecuaceuacesaceaaeccacedacesaceaacccaceuade 28 4 1 Download new releases of Semantic Search Webparis csscsscsssceees 28 4 2 SUDPOTEINGUNES nun een 28 4 3 BUYING G IICENSE euere esse 28 Semantic Search Webparts gt D IQ A User Manual 1 Introduction Semantic Search Webparis 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 alfernative search possibilities and provide comprehensive ways to navigate in search hits This document contains all the information needed fo install and use this product from DIQA Projektmanagement GmbH Product overview Administration guide incl pre requisites installation and acti
21. 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 webpart ct http technet microsoft com en us library gg549985 28v oftfice 14 29 asox for its documentation 4 TermTreeRefiner x Results Query Options Refinement Refinement Panel Caption 4 TermTreeRefiner x Results Query Options Refinement AJAX Options Miscellaneous E Data View Properties Appearance Layout Advanced Use Default Configuration AJAX Options Miscellaneous Data View Properties Appearance Layout Advanced In the section titled Refinement users can define the filter categories In order for the TermTreeRefiner to be able to display the tree at least one filter of type Microsoft Office Server Search WebControls TaxonomyfrFilterGenerator must be present You can add a filter definition like this one to the file lt Category Title Managed Metadata Columns Description Managed metadata of the documents Type Microsoft Office Server Search WebControls TaxonomyFilterGenerator MappedProperty ows_Metadataraceftlnfo MetadataThreshold 255 Semantic Search Webparts Du D I Q A User Manual NumberOfFiltersToDisplay 3 MaxNumberOffilters 20 ShowMoreLink False MoreLinkText more LessLinkText fewer gt This particular filter makes sure that managed metadata values for the documents in the resu
22. r Manual 3 User Guide After the installation of the Semantic Search Webparts and their activation 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 Searchsummary SearchStatistics SearchActionLinks SearchBestBets TopFederatedResults RefinementPanel RelatedQueries SearchCoreResults SearchPaging Semantic Search Webparts le D IQ A User Manual In SharePoint 2013 the RefinementPanel webpart has been renamed to Refinement Most of the webparts in the central column ar
23. rch result page into the Right zone on top of RelatedQueries E ED ED http 1 1 12 2 21 A my BasicSearchCenter results aspx PageView Shared lnitialTabld E Search Center File Edit View Favorites Tools Help Categories Web Parts About the Web Part E Lists and Libraries A MatchingTerms MatchingTerms B Business Data 2 TermSuggester The Matching Terms Webpart lists all matching terms for a given Content Rollup 2 TermTreeRefiner search term Each matching term is provided is additional NENNEN information in a tooltip like the path s in the term tree This U Document Sets helps the user to quickly identify relevant terms with which he B Forms resumes his search Search C Semantic Search Social Collaboration VA Upload a Web Part Y Add Web Part to EEE V O 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 oi D IQ A User Manual 4 MatchingTerms x Appearance Layout Advanced MatchingTerms Webpart settings Termstore
24. reeRefiner webpart at the left of the search result page into the Left zone For SharePoint 2010 we recommend to replace the original Refinement Panel For SharePoint 2013 we recommend to add the TermTreeRefiner on top of the original Refiner web part gt FA https 2 2 2 6 A my BasicSearchCenter results aspx PageView Shared amp lnitialTabld Ep Search Center x File Edit View Favorites Tools Help Categories Web Parts About the Web Part Gi Lists and Libraries A MatchingTerms TermTreeRefiner Business Data 4 TermSuggester The TreeView Refiner Webpart extends the standard refiner B Content Rollup TermTreeRefiner webpart and visualises the terms in the context of the term Document Sets tree Users can select terms in the treeview to drill down or drill MB Document Sets up in the search results B Forms Search Semantic Search Social Collaboration I Add Web Part to LeftZone V 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 Semantic Search Webparts D IQ A User Manual Using the webpart s context menu users can
25. ssues with the software then please contact this email address info diga pm de 4 3 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 Webparfts after this period has elapsed you must buy a valid license key from DIQA at info digqa om de Semantic Search Webparts a0 D IQ A User Manual
26. vation 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 approach 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 Taxonomies 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 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 http diga pm com en GRASP Semantic Search Webparts te D IQ A User Manual 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 T
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