SharePoint Search Optimization - Help creating query and mapping crawled properties

[jackson_vanslyke]

Hi!

I'm working on migrating our old SharePoint site to SharePoint online for my org and we are currently working on search optimization. I'm pretty new to this and don't really know where to start. We are hoping to tag certain documents across all of our communication sites connected to our hub site with two meta data columns: Department (each meta data tag is a department), and File Type (Forms, Policy, Procedure, Image, and Training). I'm trying to add verticals to our search which I have been able to do, but I do not understand how to get these files tagged with these meta data columns to pull up with these verticals with a filter for each department. Also if we create a meta data column with a term set on one site it doesn't carry over across all sites. Is this something we can automate or is there a better way to do this? Is this the best way to optimize our search? Should we be using a choice column and map those individually instead of this meta data column? I've been trying to look for resources but again I'm new to this and any help would be greatly appreciated!

[#2]

Hello @jackson_vanslyke 

do you work with Microsoft Search oder PnP Modern Search Web Parts? https://learn.microsoft.com/en-us/microsoft-365/community/microsoft-365-search-technologies?WT.mc_id... 

A column and his values are only available on the site where you created it. No automatically provisioning to other sites. It's also ok, when you not have houndreds of sites 😉 (other way is to use the content type hub to provisioning the same column on sites).

You can use the term store for every managed metadate column to use company terms over the whole tenant. You need to map the columns to a search managed property to using in the search. 

With PnP Modern Search Web Parts you can create a search with verticals and results from everywhere: https://microsoft-search.github.io/pnp-modern-search/scenarios/Create-a-search-page-with-verticals-w...

Best, Dave

[#3]

Hi @DaveMehr365 !

Thank you for all of this wonderful information this is very helpful. We currently aren't using PNP modern search. We were thinking about installing it but was cautious that if it breaks there wouldn't be a lot of support possibly in the future. However I did have one more question, how do I set up the content type hub to provision columns across all child sites in our hub? 

Thanks again for your help Dave!

Jackson

[#4 · Accepted solution]

Hello @jackson_vanslyke 

you're welcom. The community is really big and newer version will be updated.

Here are a documentation, how you can configure content type (hub) propagation: https://learn.microsoft.com/en-us/microsoft-365/community/content-type-propagation?WT.mc_id=DX-MVP-5...

Best, Dave