Semantic Search Webparts 1.3 User Manual
Contents
1. Categories About the part um ruens a and Content adi 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 V Cancel Add a Web Part Search Box owstaxidmetadataalltagsinfo presse Search Results Germa IM Look in the right place Define result sources that change where results come from Semantic Search Webparts 27 BEELD 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 settings 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 28 BEELD User Manual TermTreeRefiner X Properties for Search Refinement Help Refinement Target Search Results Default vi Use the refine2. 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 http sharepoint my BasicSearchCenter result aspx Semantic Search Webparts 14 DEUED User Manual Edit this page via Page Edit and remove the original SearchBox and RefinementPanel webparts This can be achieved via their context menus E BEI E httpu z if fili o my BasicSearchCenter resutts aspx PageViewz Shared amp nitialTabId 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 Connectio will app Export EB Edit Web f Delete this Web Part from the page These changes 5 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
3. Semantic Search Webparts 17 BEELD 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 aspx 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 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 5
4. USER MANUAL SENATIS Webparts for SharePoint LE PORTALS Version 1 3 DIQA Projektmanagement GmbH Pfinztalstra e 90 76227 Karlsruhe http www diga pm com Document Information Document Semantic Search Webparts v1 3 manual v18 docx Type User Guide created released 2015 03 10 Version 1 3 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 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 BEELD User Manual Table of Contents MEE Cosi Nee 4 1 1 Product Overview 4 1 1 1 Provision of Taxonomies in SharePoint een an 4 1 1 2 Tagging of Documents Nt 5 NF EE eger jer 5 1 2 Whats NOW rmm TR 5 121 Ver og eror E 5 BUSCA 5s 2 m oc 6 k23 Verion ee ee 6 EZ
5. Relationships State Categories Parts About the part um ers Forms Bil Media and Content Gi Search Driven Content E Semantic Search v a AMatchingTerms 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 1 SafeCorporateComputing 1 IndustryFinancialOutlook 1 AnnualBudgetDrafts 1 English stLegalGuidelinesForInventors 1 mm Step 2 Adjust the configuration settings Semantic Search Webparts s19 BEELD 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 v Termset All v kJ 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 l
6. 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 Eile Edit View Favorites Tools Help Site Actions X 4 Check Out Q version History 4 gt t a B A 8 Lia Check In 2 Document Permissions e New Upload New Edit View Edit E mail a Download a Document Document Folder Document ue Discard Check Out Properties Properties Delete Document Link Copy d New Open amp Check Out Manage Share amp Track Coy Libraries D Type Web Part Edit Groupt A VUA A ENIM E dE ge trainee o SummaryResults webpart Search el TopAnswer webpart Search ee MatchingTerms webpart Semantic Search te TermSuggester webpart E Semantic Search ke TreeRefiner webpart EZ Semantic Search el contactwp dwp Eg Social Collaboration tel MSMembers dwp Eg Social Collaboration e MSUserTasks dwp Eg Social Collaboration te ProfileBrowser dwp B Social Collaboration v Semantic Search Webparts 242 BEELD User 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 Matc
7. and treeviewrefiner 345 TreeView returns 500 Internal Server Error if searchpage URL contains no 343 parameter multi select single select and multi select facets cannot be mixed Multi select selecting labels via hyperlink does not correspond to checkbox 339 Multi value wrong actions for links 38 Semantic Search Webparts ET BEELD User Manual Treeview overlapps search results panel treeview 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 Treeview disappears after modifying searchterm and hitting return erm suggester treeview internal error Matching terms webpart displays a search entry field Cannot de select facet value after clicking on magnifying glass The same facet value can be selected multiple times and cannot be unselected afterwards After selecting a facet the language setting is lost SP2013 tree labels ragen in den suchbereich hinein Open bugs moved to v1 4 Title multi select treeview facets don t change if another facet is selected Horiz alignment changes when selecting a term e Wrong labels in the Selection section Reopened 1 2 2 Version 1 2 1 Used Terms TermSuggester and MatchingTerms webparts can be configured to only show terms that are actually used to tag documents 2 Some improv
8. com en GRASP Semantic Search Webparts A BEELD 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 navigate in search hits 1 2 Whats New 1 2 1 Version 1 3 New Features in v1 3 B41 e RelatedTerms Webpart a checkbox in the configuration settings allows for showing only used or unused terms bugid 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 Bugfixes Different searchresults in resultwebpart
9. deployed 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 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 2d BEELD 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
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 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 6 for details Semantic Search Webparts 22 BEELD User Manual 3 3 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 Euxation Verstauchung und Zerrung von Gelenken und B ndern des Kopfes S13 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 Euxation Verst
11. 13 Luxation Verstauchung und Zerrung von Gelenken und B ndern in Halsh he S73 Luxation Verstauchune und Zerrung des H ftgelenkes und von B ndern der H fte S63 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 93 Luxation Verstauchung und Zerrung der Gelenke und Bander in H he des oberen Sprunggelenkes und des Fu es vy 73 0 Luxation der H fte Semantic Search Webparts 18 BEELD User Manual 3 3 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 3 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 c lt gt http intranet contoso com sites contoso Knowledgemanagement O G NA SharePoint Newsfeed SkyDrive Sites System Account X BROWSE PAGE PUBLISH INSERT SHARE X FOLLOW R SAVE O 7 X Web Part Insert Related Minimize Restore Delete i ist Properties Li Properties
12. A Vereinen 6 2 Adminisitallon Gulde snniienineeen 8 2 1 Software prerequisites iu 8 2 2 InstallaHlon M 8 2 3 De Installalion aan a 11 NEM 405 o erre ce m HN er ens Peer ere nme 13 3 1 Preparations 15 riesci ies eiesees E edresuvet fen ive oe sense E 13 3 2 TermmSuggester Webpan u usseren ee eek 16 32l CNMI edel mmm 16 322 Reis NR PP 18 3 3 MaichingTerms Webparl isisoo aid Ia HOY EXXE ERR ENETR RN EN PERRA ERR REPEAT SE FERMER KM dE 19 3 3 1 Configuration for SharePoint 20159 ee 19 332 Configuration Tor SharePoint 20 0 ae 21 95 5 MM eir ERI ERN pr 23 3 4 RelatedTerms Webpalt oerte eee ou eene e eaa d Rae unsre reesnneen 24 341 erstes RUE 24 34 2 Ci rE XYu 26 3 5 TermTreeRefiner Webpart cccccccccccscccscecccecccccccccccccccesceccceccccceceeceeeseeeeees 27 3 5 1 Configuration for SharePoint 20 nee 27 3 5 2 Configuration for SharePoint 201 Os een 31 toU ae RURSUM NIE e a 33 3 6 URL Template acisini III 35 4 Technical Support eessesssseseeeeoesssssesseeoceesssesseeeeoesssseesseeceosssseeeeeeooeesssseseeeoseesssesee 36 4 1 Download new releases of Semantic Search Webparis 36 4 2 Support Ingullles u a 36 4 3 Buying d IllcelsBs isola bad inp KR Pag dini UR E ERN ara VE Par POE RO 36 Semantic Search Webparts 3 BEELD User Manual 1 Introduction Semantic Search Webparts fo
13. Add a Web Part 15 Right Zone Add a Web Part Related Queries 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 E ABC 7 httpus s s u iif ih A my BasicSearchCenter results aspx PageViewz Shared amp lnitialTabld JO EJ Search Center x Eile Edit View Favorites Tools Help Categories Web Parts About the Web Part Ei Lists and Libraries a Q MatchingTerms TermSuggester Business Data Q TermSuggester The Term Suggester Webpart support the user while he is Ga Content Rollup TermTreeRefiner 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 Gi Forms resume his search Document Sets Gi Search Semantic Search Social Collaboration Upload a Web Part v Add Web Part to Top Zone Add SearchCenter with Semantic Search Search Results 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 Refinement Panel Related Queries Middle Lower Left Zone Middle Lower Right Zone No refinements available Using th
14. 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 35 BEELD 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 issues with the software then please contact this email address into diga pm de 4 3 Check current bug status http bugs diqa 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 36 BEELD User Manual
15. auchung und Zerrung von Gelenken und Bandern 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 573 0 der H fte H27 1 der Linse e 583 0 der Patella e 63 1 eines Fingers e 583 1 des Kniegelenkes 563 0 des Handgelenkes 553 0 des Radiuskopfes 131 eines Halswirbels S251 eines Brustwirbels Semantic Search Webparts 228 BEED 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 term 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 c gt fa http s 2 2 2 a 2 2 s my BasicSearchCenter results aspx PageView Shared unitialTabld amp Search Center x File Edit View Favorites Tools Help Categories Web Parts About the Web Part LM Forms Grasp Gi Media and Content Outlook Web App MatchingTerms RelatedTerms RelatedTerm
16. bpart 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 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 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 25 BEELD 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
17. de 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 BEELD 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 Search Web Parts to your SharePoint 2010 fam Previous Next http sharepointx3 blogspot com 3 Clic
18. e 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 16 BEELD User Manual TermSuggester x Appearance Layout Advanced TermSuggester Webpart settings A Termstore Managed Metadata Service v Group All v Termset All bd Term 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 the enter key Per default this value is present e my _layouts OSSSearchResults aspx k termLabel
19. ee This Bl Document Sets helps the 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 sq BEELD 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
20. ements in the configuration of the TermTreeRefiner web part 3 Semantic Search Webparts are now available for SharePoint 2013 too 1 2 3 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 4 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 Semantic Search Webparts 6 BEELD User Manual 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 terms that have multiple parents Semantic Search Webparts 7 BEELD User Manual 2 Administration Gui
21. hingTerms Webpart RelatedTerm Webpart TermTreeRefiner Webpart Al 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 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 Search CoreResults SearchPaging Semantic Search Webparts 13 BEELD 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 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
22. isted 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 Semantic Search Webparts 20 BEELD 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 3 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 1 MatchingTerms MatchingTerms Ga Business Data 2 TermSuggester The Matching Terms Webpart lists all matching terms for a given Ba Content Rollup TermiTreeRefiner search term Each matching term is provided is additional Doc t Set information in a tooltip like the path s in the term tr
23. k on next to perform the system check that should indicate that the Semantic Search Webparts can be installed Semantic Search Webparts 292 BEELD User Manual Microsoft SharePoint Foundation 2010 is installed You have permission 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 At 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 foofoo SharePoint 80 1 site collection iol http foofoo 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 Search Webparts 10 BEELD User Manual 7 Click on next to get the list of all SharePoint sites in which the webparts have been
24. ment configuration defined in the 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 29 BEELD 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 f x Refinement configuration for TermTreeRefiner The refiners will be displayed in the order listed Selected refiners owsmetadatafacetinfo ManagedProperties ae MediaDuration owstaxlddocumentwithtagdepartme owstaxlddocumentwithtagelectronic owstaxidmetadataalltagsinfo owstaxidProductCatalogltemCategc People v Peoplel
25. nMedia Configuration for owsmetadatafacetinfo Tags Sample values No values found I Type Text 1 Aliases Display name Display template Refinement Item Sort by Count v mE i Sort direction Descending v I j Maximum number of 15 refiner values Preview refiners OK Cancel v Step 5 Specify the maximum number of search results that are reflected in the refiner Semantic Search Webparts 30 BEED User Manual For efficiency reasons the treeview refiner examines only a limited number of search results for the presence of terms The standard refiners typically examine 4000 search results 4 TermTreeRefiner x Results Query Options AJAX Options Miscellaneous Appearance t Q ct Advanced TreeRefiner Webpart settings a max results max 5000 4000 OK Cancel Apply Step 6 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 3 5 2 Configuration for SharePoint 2010 We recommend adding the TermTreeRefiner webpart at the left of the search result page into the Left zone For SharePoint 2010 we recommend to replace the
26. occur in the current result set Semantic Search Webparts 233 BEELD User Manual Document Type Behandlungsrichtlinie 1 Arztbrief 44 Arbeitsunf ahigkeitsbeschemigung 4 ICD10 Term XIX Verletzungen Vergiftungen und bestimmte andere 590 599 Verletzungen der Kn chelregion und des Ft S90 Oberfl chliche Verletzung der Kn chelregion S91 Offene Wunde der Kn chelregion und des Fuf 91 8 Offene Wunde sonstiger Teile der Kn ch 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 6 593 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 Arztbnef Document Type Arztbrief 44 ICD10 Term XIX Verletzungen Vergiftungen und bestimmte andere 590 599 Verletzungen der Kn chelregion und des Fu 91 Offene Wunde der hessen nen und des Fuf Semantic Search Webparts 34 BEELD User Manual 3 6 URL Template The TermSuggester and MatchingTerm Webparts p
27. 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 26 BEELD 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 line 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 5 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 6n SI EI Page History Fem rc C Make Homepage e e ma ud b F A SEE Pas E FR em n S Page Permissions T S A Incoming Links Save New Checkin Edit Page E maila Alert Popularity Preview Page Library Library View All Tags amp Properties URIS X Delete Page link Mer s Layout Draft Check Settings Permissions Pages Notes Edit Manage Share amp Track Page Actions Page Library Tags and Notes
28. original RefinementPanel For SharePoint 2013 we recommend to add the TermTreeRefiner on top of the original Refiner web part Semantic Search Webparts 31 BEELD User Manual gt El http if ifi if A my BasicSearchCenter results aspx PageView Shared amp lnitialTabld JO File Edit View Favorites Tools Help Categories Web Parts About the Web Part B Lists and Libraries MatchingTerms TermTreeRefiner 2 Business Data R TermSuggester The TreeView Refiner Webpart 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 Ga 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 pP 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 one
29. r 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 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 http diqa pm
30. rovide 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 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 7620da7620 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
31. s available in the standard SharePoint RefinementPanel webpar cf http technet microsoft com en us library gg5499857628v office 147629 aspx for its documentation Semantic Search Webparts 23 BEELD User Manual TermTreeRefiner x Results Query Options Refinement Refinement Panel Caption 4 TermTreeRefiner x Filter Category Definition Results Query Options xml version 1 0 encoding M B AJAX Options 50 Mi Il 9D C NEU UE een Number of Categories to Display Data View Properties Y 6 ES Appearance J eeeeeeHHIHHHH ne eene E Number of Characters to Display i Layout 19 i Advanced fault Configuration uw Ee AJAX Options Miscellaneous 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 displayed together with some technical metadata like document type or author 3 5 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 part displays the taxonomies in which these terms occur and also indicates how often they
32. s The RelatedTerms webpart can make use of non hierarchical TermSuggester relations between terms in the context of search For a given id 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 24 User Manual x RelatedTerms Appearance Layout Advanced RelatedTerms Webpart settings Termstore Managed Metadata Service v Group Termset All v Term max results 20 URL Template Help my _layouts OSSSearchResults a OK Cancel Apply Since the we
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