Skip to main content

O365: Improving Search and Fast Find in Teams and SharePoint

 O365: Improving Search and Fast Find in Teams and SharePoint


Okay. I just spent the last few posts saying how good search is in Office 365 and now I say it can be improved?

Well, even the best can be better. 

SharePoint Search launched with or    followed by selecting SharePoint

gives access to a search tool that spans content across the Office 365 domain and returns results for the user, filtered by the user's level of access.
The search covers file name, meta data and text in the body of the document.

Meta Data

The important thing here is Meta Data. The elements of data that is used to index and categorise information.

Meta Data has been an integral part of Microsoft Office apps for many years with Word automatically creating fields like -



The items listed in the properties column are meta data fields. It can be seen from the above illustration that date and times of creation and last modification, document size, author and editor are automatically populated, but items such as Title and Tags are not.

When Libraries and Lists are created, either in SharePoint or through Teams, the same Meta Data structure is created and appears as Library/List columns




Note: Any document launched from a SharePoint library template will have the facility to include any SharePoint column as a document field. This enables users to enter or update SharePoint Meta Data when editing a library document.

Auto Meta Data entry 

Given that some Meta Data is auto generated - 
  1. Created Date
  2. Date Last modified
  3. Author
  4. Last Editor
Other Meta Data Fields are left to user discretion.

The Title Meta Data field can be very useful in file, document and data search. Title is always indexed in SharePoint and this makes it an ideal candidate for inclusion.

Using the Title Mata data Field to Categorise

Meta Data field content can be added and changed at any time to classify documents. 

If a team is tasked to add Title Data to any library item created or imported that designates the litem as, say a training document, the word Training: can be allocated as the first word in the Title field. If it's a production document, the word Production: can be allocated as the first word in the Title field.

This means that the entire library can be searched, sorted and filtered using just the Meta Data column.

In standard library format data entry into the Title column will be manual and this can allow for quality control issues to arise where entry and typing errors can cause issues. 

However, if quality control is an issue Power Automate can be used to ensure data entry consistency.  


Don't be afraid to experiment, make Office 365 work for you.

We can show you how, or we can do it for you.

Comments

Popular posts from this blog

O365: SharePoint List v Spreadsheet - which is best?

O365: SharePoint List v Spreadsheet - which is best? See also - Blogs on  Library ,  List ,  Linking ,  Teams ,   Invoicing ,  Workflow  and  Bulk Invoicing The image shows the same data displayed in different applications. On the left is the information imported into a SharePoint List and on the right is a table representation in Excel What's The Difference? Let's assume you are running Office 365 and you may even have Teams launched. You need to provide your users with access to a table of data, the sort of thing that has traditionally been circulated in spreadsheet format. Only now, you have SharePoint Lists as well.  So, which is the best way to store, maintain and distribute the data? In both apps you can sort and filter the rows and columns, you can add new columns that read original columns and perform arithmetic, mathematical, statistical and text manipulation on the content of the original. In the SharePoint List linking to other lis...

The New Computer Age: Infrastructure and the cloud

Most business managers don’t know it but this is very close to the truth. IT teams across the world live in day to day hope that their servers and networks hold together and pray that the disaster recovery schemes will be adequate in the event of catastrophe. IT people are highly professional and, of course, their server networks do deliver. Massive and expensive failure is surprisingly rare, provided that the IT department gets what the IT department needs in terms of budget. But, where budget is restricted, where the IT manager fails to make the business case for upgrade, then performance and security start to become threatened. In addition, a complex IT infrastructure brings with it the penalties of restrictive practise where a department head can’t get the software, services or technology required for a lean department because what is needed will not fit with the current IT infrastructure. So, what’s the answer? Sole Trader - Read more SME - Read more En...

Knowledge - The Ultimate Resource

Knowledge – the ultimate resource? I can’t argue with that. As a writer I’m in the business of providing knowledgebase elements. I take my own experience and that of others, I then turn it into some form of written document that may be understood and acted upon by the intended audience. Quote from Wikipedia - Human-readable knowledge bases are designed to allow people to retrieve and use the knowledge they contain, primarily for training purposes. They are commonly used to capture explicit knowledge of an organization, including troubleshooting, articles, white papers, user manuals and others. The primary benefit of such a knowledge base is to provide a means to discover solutions to problems that have known solutions which can be re-applied by others, less experienced in the problem area. · The most important aspect of a knowledge base is the quality of information it contains. The best knowledge bases have carefully written articles that are kept up to date, an excellent information ...