This document provides guidance on running a search project in SharePoint. It discusses identifying content types and properties to refine searches, creating managed properties, developing display templates and search verticals, and configuring query rules. The focus is on setting up an employee resume search to return results based on skills and other attributes through the use of these search customization features.

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How to Run a Search Project
in SharePoint
SharePoint On-Premises or SharePoint Online
Matthew McDermott, MVP
Principal Technical Marketing Engineer
Spanning Cloud Apps

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Lay of the land
What are we trying to achieve?

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Help users find what they need
Anticipate the common requests
Empower your users within the
search results.
Create specific locations using
Company terminology that help
your users
SpecificActionableCurated

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Identify Content
Types
Identify
Refinable and
Query Properties
Create Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

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What’s in Your SharePoint?
Content
Invoices
Templates
Resumes
Contracts
Sites
Customers

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The Project
We cannot
find
employee
resumes!
Search for
Resumes based
on “Attributes”
(like Skills)
Must be easy to
maintain
Present the
Resumes in
Search Results
“distinctively”
Link it to the
employee
We want
employees to
use the current
resume
template

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The Resume Library
You do get extra points for organization!

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The Resume
•Our Resumes are Word Documents
•We create our resumes for each employee/candidate
•We update the resume after every project
•We track the following information:
– Owner
– Skills
– Degree
– Certifications
– Sector (Industry)

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The "_______"
Our "______" are "_______" (document/item)
We create our "______" for each "____" every "______"
We track the following information:
"______"
"______"
"______"
"______"
"______"
Content Type
Name Content Type
Parent
Association
and frequency
Refinable Managed Properties

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The Resume
•Our Resumes are Word Documents
•We create our resumes for each employee/candidate
•We update the resume after every project
•We track the following information:
– Owner
– Skills
– Degree
– Certifications
– Sector (Industry)

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Identify Content
Types
Identify
Refinable and
Query Properties
Create Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

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Why Managed Properties?
Classification: Silly
SiteConfidential:0

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Managed Properties Solve Problems
•Create a List of Customers
•Create a Text Field for
–Customer ID
› CustomerID -> ows_CustomerID
› CustID -> ows_CustID
› Customer ID -> ows_Customer_x0020_ID
Managed Property
CustomerID -> owsCustomerID, ows_CustId, ows_Customer_x0020_ID
SharePoint Creates these
Crawled Properties

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Querying a Managed
Property
Asking the right questions

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Identify Content
Types
Identify
Refinable and
Query Properties
Create Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

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When do I need a Display Template?
• Visual cue will improve search result
• Make a search result actionable
• Add relevant data to Search Result

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When do I need a Display Template?
• Customer vs. Real Customer
– BCS Result
– Rich Customer
• Graphical Refiners
– Color or Image
– Graph or Chart
Display Templates and Query Rules
http://bit.ly/abSPC322

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Anatomy of Search Results

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Design Matters!
• Have a Designer build the prototype
• Have the designer address CSS
– Alignment
– Stacking
– Link behavior

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Identify Content
Types
Identify
Refinable and
Query Properties
Create Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

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Search Verticals
• Everything
• People
• Conversations
• Videos
• Customers
• Resumes

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Search Verticals
Result Sources and Search Verticals

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Identify Content
Types
Identify
Refinable and
Query Properties
Create Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

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Query Rule Options
• Rules run on a Result Source
• Query Match Conditions
– Keyword / Action Term
– Dictionary
– Advanced Text Match
• Action
– Promoted Result
– Result Block
– Change Ranked Results

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Slide
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Run a Search Project in SharePoint Online | Matthew McDermott | Wednesday 12:50
Follow us:
#O365ENGAGE17
Query Rule
Result Block

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Slide
29
Run a Search Project in SharePoint Online | Matthew McDermott | Wednesday 12:50
Follow us:
#O365ENGAGE17
Query Rule
Promoted Result
Display Templates and Query Rules
http://bit.ly/abSPC322

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Identify Content
Types
Identify
Refinable and
Query Properties
Create Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

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What SHOULD I have access to?
Site
Collections
Service
Applications
Administrator Farm/Tenant
Search
Search
Center
Managed
Metadata
Metadata
Manager
Content
Type Hub

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Resources
My Blog
http://www.ableblue.com/blog
AbleBlue YouTube Channel
https://youtube.com/AbleBlue
SharePoint Search Query Tool
http://bit.ly/abQueryTool
SharePoint Search Back to Front
https://bit.ly/abSearch
Display Templates and Query Rules
http://bit.ly/abSPC322