This article is not just a tutorial on the out-of-the-box search interface, but goes way beyond that. It also doesn't cover the crawling ability of files (covered in another article), but only tells you how to optimize the search query itself. This article aims to explain how your search query, namely the text you type in the search box, can improve the result returned by the search engine with SharePoint consulting services.
What does
SharePoint search cover?
To get started, it's important to know what SharePoint takes
into account when searching. The SharePoint search engine searches all sites,
pages, wikis, lists, libraries, folders and files in SharePoint.
SharePoint crawls the full text of documents as well as
their metadata. A file's metadata includes its name, title, author, and any
keywords or category systems you have in place. For the search engine, metadata
takes precedence over full text. (Unfortunately, I can't tell you what extra
value the search engine places on metadata, because Microsoft doesn't reveal
this proprietary information).
Search results only show content that you have access to. In
the SharePoint universe, this is called “security screening”.
SharePoint only returns indexed results. “Indexing”
corresponds to the operation by which the search engine, having found all the
elements stored in the system, lists them in an index.
In general, most if not all content in SharePoint is
indexed. But if you're not getting the results you expect (i.e. a file you
think should be among the results does
n't appear at all ), indexing could be at fault. In this case, you should
submit the problem to your IT department.
Where do
you want to search?
It is important to know where you are doing your research.
You get better results by narrowing your search to a particular library or site
rather than by defaulting to all content. Doing so is useful if you know which
site or library the file you are looking for belongs to but cannot find it with
a quick manual search.
Why ? Because by restricting the search to a single site or
a single library, you immediately eliminate possible irrelevant results
corresponding to the words or phrases used in your search query, but belonging
to other sites.
Global search boxes allow you to search
"Everything", "People", "Conversations", and
"This Site". Choose the appropriate option. Be aware that if you
choose the "This site" option, the function crawls the site you are
on and all subordinate sites, which means that the results may exceed the scope
you expected.
Each document library has its own search box and the results
are returned directly to the library. The results are basically a view of the
contents of the library filtered by the terms you entered. You're not actually
going to a search results page. Enter your search terms in the "Search for
file" box to the right of the view names.
Search
alerts
Tired of constantly having to type in the same complicated
search query to see if your results have changed? On your next search, scroll
to the bottom of the page and click "Alert Me". SharePoint will then
send you an alert whenever the results page changes or the content of the
results themselves changes.
Using
advanced search
SharePoint offers an advanced search page, but it's not the
most user-friendly feature. Advanced Search lets you add logic to your search
without having to enter a search operator. This goes a long way in limiting your
results to the most relevant matches.
The path to the advanced search page depends on how your
administrators have configured your search system. The easiest way to get there
is to type Advanced Search in a search box configured to search
"All" content, and the first match should be the right one (we don't
do metadata anymore!).
Continuing the example shown at the beginning of the
article, here's how to define the same search (optimizing it a bit, actually)
using advanced search. Here, the search will return results satisfying the
following conditions:
·
Contain the exact phrase “human resources” AND
·
Contain the word
benefits OR insurance AND
·
All files containing the text 2015 AND will be excluded from the results
·
Results will consist of documents only (PDF or
Word documents) AND
The name of the last person who modified the file contains
the character string "Matt" (the program will return a person with a
last name such as "Matthew" or "Matthews") AND
This search limits results to files last modified between
January 1 , 2016 and February 28, 2016 (because we assume you still know the
file was last modified or uploaded in January or February 2016).
Refinement
of results
Refinement is the most effective solution to improve your
results (the option is accessible on the results page). Refinement criteria
allow you to filter your results by excluding irrelevant date ranges, file
types, and authors with Al Rafay Consulting.
You can choose the author or file type for which you want to
see results, or change the last modification date range by moving the slider.
This eliminates mismatched results and provides more relevant information.
Search in
the modern interface



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