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Customizing & Governing the SharePoint 2013 Search System

October 9 - 11, 2013

11:00 am to 2:00 pm Eastern time (8:00 am to 11:00 am Pacific, via teleconference)

The SharePoint search system is highly customizable even for people with no programming skills. The 2013 version has some important changes in how search is configured. This workshop takes you step by step through the process of defining user requirements, customizing navigation, creating and using managed metadata, customizing the search box, creating custom search pages, and customizing the search results item summary.

WHAT YOU WILL LEARN
At the end of the seminar, you should be able to:

  • Determine search system requirements for a specific business process;
  • Add and remove items from the Top Link Bar and Quick Launch sidebar;
  • How to create people and content metadata;
  • How to create, import, edit, and use topic hierarchies and controlled vocabularies;
  • Create and use custom metadata elements in lists, libraries, navigation, document sets, and search;
  • How to use the new Query Building to target searches to specific content;
  • How to add properties to the Advanced Search page;
  • How to change the search results page format and metadata in the search summary;
  • How the integration of new social networking features affect the search system;
  • How to test the behavior and measure the effectiveness of your custom search solution.

WHO SHOULD ATTEND THIS SEMINAR
This seminar is designed for cross-functional teams that may include IT staff, Web site administrators, content owners, knowledge managers, corporate librarians, technical writers, e-commerce managers, editors and others who want to learn how to enhance the SharePoint search and navigation system.

SEMINAR FORMAT
The seminar is conducted via teleconference. You can download and view the presentations and handouts on your own computer.

Day 1
Section 1: Analyzing search requirements
• Search engines vs. search systems
• The SharePoint search context and information ecology
• Case study: identifying and analyzing a high profile search application
Section 2: Elements of the SharePoint search system
• Types of searches and how they work
• Search system setup: content sources, managed properties, scopes
• How SharePoint stores metadata
• The effects of stemming
Section 3: Metadata in the search system
• How to plan topic hierarchies, controlled vocabularies, and term sets
• How to import, create, and edit managed metadata
• How managed metadata is used in search results, list/library navigation and filtering, document sets, and content types
Day 2
Section 4: How to create custom search pages
• How to create a Search Center site
• How to create custom search and results pages
• How to create specific kinds of search with the new Query Builder
• How to add, remove, and configure Search Web parts
Section 5: How to customize search pages
• How to add Best Bets
• How to add a property to the Advanced Search page
• How to customize the search results page
• How to add and remove sections from the Refinement Panel
• How to add site navigation links on the search results page
Section 6: How to integrate an external metadata repository
• Three integration strategies: pros and cons
• How to display external repository search results on a SharePoint page
• How to eliminate manual Best Bets entry and display thesaurus relationships
• SharePoint-compatible third-party metadata repositories
Day 3
Section 7: Special topics
• How new social networking features affect search and discovery
• How to create and use the Audiences feature
• How to integrate SharePoint search with desktop tools
• Multi-lingual support features
Section 8: Improving the search system
• SharePoint usage reports
• How to create a Web survey
• Usability testing for search
• Team studies
• Collaboration profiling

INSTRUCTOR

Jean Graef is a "boundary spanner" with an interdisciplinary background as a manager, entrepreneur, librarian, programmer, and journalist. She has been developing and conducting seminars on cutting edge information topics since the early 1980's.

She is author of Customizing and Governing the SharePoint Search System.

DATE & TIME
October 9 - 11, 2013. 11:00 am to 2:00 pm Eastern (8:00 am to 11:00 am Pacific via teleconference).

COST
The workshop fee is $1,200 per person for members of the Society of Knowledge Base Publishers, $1,450 per person for nonmembers. The fee includes slides and electronic handouts relevant to the session topic.

Book
Our book has step-by-step instructions for the SharePoint features discussed in the workshop — along with many others — in an easy to use coil bound format. It includes lots of full color screen shots, a glossary, A - Z index, and several useful appendices.
Book

This book is a unique combination of high-level strategic guidance and over 50 detailed step-by-step instructions. The book is intended for cross-functional knowledge management 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.

HOW TO REGISTER
To register, call (423) 968-5584 to request a pro forma invoice or provide credit card details (we accept Visa, MasterCard, American Express, Diners Club, and Discover). Regardless of method, we must receive payment prior to the event. Created on December 5, 2007 l Updated on May 30, 2013