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

Electronic Document Storage and Management (EDMS)

EDMS is not just a means of storing computer files. A full EDMS system allows for the process of importing both paper and computer generated documents into a computer system and indexing the files for easy and swift retrieval. In effect you can dispose of your traditional paper filing system. No more gathering letters, invoices and orders into filing groups and no more slotting them into the correct folders. Of course, you only use a paper filing system because you know you may need that document again in the future. Equally, when you do want that document it's invariably missing, either misfiled, or on someone else's desk. With EDMS documents are where you placed them and they are available for you to use where ever you are. All you need is a computer, tablet or smart phone and an Internet connection.As most modern businesses already use the Internet for everyday interaction with banks, Inland Revenue, Companies House, insurance companies, suppliers and customers it no longer ...

Leadership: So you want to be Powerful?

Throughout my life, in both business and personal spheres I have found that individuals seeking answers invariably look for 'silver bullet' solutions.     In a recent post on LinkedIn a n Influencer wrote that she had been asked the question ' Who is the most powerful person you ever met? '     The question was posed by a 17 year old and the author guessed that the answer being sought was the name of some sort of X-Factor figure, This strikes a cord with me. Throughout my life, in both business and personal spheres I have found that individuals seeking answers invariably look for 'silver bullet' solutions. This applies to all generations, 'Boomer, X-Gen and Millennial, it applies to individuals of all levels of intelligence, and to individuals at all levels of authority.     The desire for someo ne to appear, like a genie from a lamp, wit h either ' the answer' to a problem , or ' the power' to solve the problem, or...

Law and Order: The Anonymous Text Tip-Off

The following article came out of an interview conducted with Max Doleh - Law enforcement organisations and Crime Stopper programs are turning to technology which enables text tip-off from the public to facilitate a police response. In September 2007 Master Sergeant Charles Phillips of the Oklahoma City Police Department published an item on the Oklahoma City Crime Stoppers web site (http://www.okccrimetips.com/ ) calling for increased resources to bring this technology to OKC. In November 2007 it was announced that Crime Stoppers of Oklahoma City have engaged technology company ProductiveT to develop an SMS system that is radically different to others in use in the country. Max Doleh, ProductiveT president and CEO answers questions – 1 . What makes the Oklahoma City system so different? The ProductiveT technology differs greatly from other offerings. The police department have their own dedicated number for receiving the messages and unlike most systems there is no need for the sender...