Best practices for creating managed metadata for search refinement

Hello everyone

I got a request from a user to add the "Name" field of a document library as a metadata field in the search refinement webpart of the search page. The "Name" field is actually the name of the uploaded document.

Are there any "best practices" on the type of metadata to add to the refinement webpart ? Will mapping such a field such as "Name" have an impact on how long the full/incremental crawl will take? 

I have a specific scope configured for my customised search page. The scope is pointing to two document libraries. The user wants the "Name" field of these two document libraries

Thank you in advance for your assistance

regards

September 10th, 2015 5:51am

Hi fiogeekgurl,

Do you want to add the managed property for the Name of the library or the Name of the documents to refinement panel web part?

The existing managed property for the Name of the library is called Title, and the existing managed property for the Name of the document is called Filename.

After making changes to a managed property, we need to run a full crawl. And there is no obvious impact on mapping the crawled properties to managed properties in full crawl.

To add a managed property as refiner in the refinement panel web part, we can add the code below to the Filter Category Definition under Refinement(you can change the MappedProperty to the one you want to show):

<Category    Title="Name"    Description="Use this filter to restrict results authored by a specific author"    Type="Microsoft.Office.Server.Search.WebControls.ManagedPropertyFilterGenerator"    MetadataThreshold="5"    NumberOfFiltersToDisplay="4"    MaxNumberOfFilters="20"    SortBy="Frequency"    SortByForMoreFilters="Name"    SortDirection="Descending"    SortDirectionForMoreFilters="Ascending"    ShowMoreLink="True"    MappedProperty="Title"    MoreLinkText="show more"    LessLinkText="show fewer"    />

Best regards,

Victoria

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September 11th, 2015 2:45am

Hi fiogeekgurl,

Do you want to add the managed property for the Name of the library or the Name of the documents to refinement panel web part?

The existing managed property for the Name of the library is called Title, and the existing managed property for the Name of the document is called Filename.

After making changes to a managed property, we need to run a full crawl. And there is no obvious impact on mapping the crawled properties to managed properties in full crawl.

To add a managed property as refiner in the refinement panel web part, we can add the code below to the Filter Category Definition under Refinement(you can change the MappedProperty to the one you want to show):

<Category    Title="Name"    Description="Use this filter to restrict results authored by a specific author"    Type="Microsoft.Office.Server.Search.WebControls.ManagedPropertyFilterGenerator"    MetadataThreshold="5"    NumberOfFiltersToDisplay="4"    MaxNumberOfFilters="20"    SortBy="Frequency"    SortByForMoreFilters="Name"    SortDirection="Descending"    SortDirectionForMoreFilters="Ascending"    ShowMoreLink="True"    MappedProperty="Title"    MoreLinkText="show more"    LessLinkText="show fewer"    />

Best regards,

Vi

September 11th, 2015 7:59pm

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