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Customizing & Governing the
SharePoint
® 2010 Search System
by Jean Graef

Book This electronic book is a unique combination of high-level strategic guidance and over 50 detailed step-by-step instructions. The focus is on SharePoint as a search system (an integrated set of functions) rather than a search engine (a full text search program). The book is intended for cross-functional teams consisting of business analysts, information architects, content and document managers, search administrators, and IT staff. The emphasis is on features that can be customized without programming.


For sample strategic content, see Search as a system. For sample how-to content, see keywords and Best Bets.

Contents

Table of contents

Preface
 
Chapter 1: Search as a system
The user's view of the search system, search system components and metrics, SharePoint search system architecture
 
Chapter 2: The SharePoint search system
Overview of SharePoint search system features: content, policy, search functions, site navigation, application integration as well as what's missing
 
Chapter 3: Planning & governance
Governance vs. planning, planning approaches, tasks, team, worksheets, workshops, and governance models
 
Chapter 4: Where to store content
SharePoint content storage options, SharePoint vs. external content repositories, usability considerations
 
Chapter 5: Basic setup
Administrative interfaces, basic setup tasks, setting up the search system (content sources, crawl rules and crawling content, planning, creating and exposing search scopes)
 
Chapter 6: Metadata setup
How metadata is stored in SharePoint, how to map crawled properties to managed properties, the new book function, how to use the Term Store Management Tool
 
Chapter 7: Customizing SharePoint search
Search page components, relevancy ranking, keywords and Best Bets, how to create new search pages
 
Chapter 8: Customizing search results
How to change the metadata in the search item description, how to use SharePoint Designer to change the results page look and feel, how to add a custom Web part
 
Chapter 9: People search
People search vs. content search, sources of people data, how to customize people search
 
Chapter 10: Content types
How to create and use custom columns, content types, and document templates, how to change document metadata
 
Chapter 11: Customizing navigation
The role of navigation in the search system, navigation components, how to customize navigation
 
Chapter 12: Metadata integration
Metadata management options, how to link to an external metadata repository, a custom Best Bets Web part, third-party products for metadata integration, morphological processing
 
Chapter 13: Special topics
"Zero term" search with the content query Web part, audience targeting, searching images, integration with desktop applications, multi-lingual search
 
Chapter 14: Improving the search system
Usage reports and surveys, observation and analysis, collaboration profiling
 

Glossary & Index

What's included
The enterprise license includes:

  • 1 printed copy of the book (color).
  • Electronic copy of the book in PDF format
  • Handouts. Additional electronic files — hyperlinked bibliography, planning worksheets, template tables and template screen shots

Cost
Cost of the enterprise license is $3,200 ($1,750 for organizations that register one or more people for the Taxonomies, Search & SharePoint workshop). A single coil-bound hard copy edition is available for $180.

Created on March 12, 2010 l Updated on July 31, 2011


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