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Getting the most out of your search experience

MOST OF THIS ARTICLE APPLIES TO ALL QORUS CUSTOMERS, EXCEPT FOR THE SEARCH CAPABILITIES MARKED WITH AN ASTERISK (*), WHICH ARE ONLY AVAILABLE ON THE AUTHOR PLAN.

Here are a few tips to help you get the most out of your Qorus search experience. 

1. Choose a content source*

If more than one content source has been set up in your Qorus Management Portal, you can start by selecting the content source you would like to search in the Qorus Productivity Add-ins.

2. Search Operators

When searching for more than one term or for a specific phrase, you can use the operators AND, OR, NOT,  * (wildcard) and "" (speech or quotation marks) to expand or narrow your search. Please note that to be used as operators, these words should ALWAYS be capitalized when entered into the search box! 

  • The AND operator will limit the search to files where both (or all) search terms are found, in any order. For example, searching for 'Qorus AND Software' will retrieve all files where the term 'Qorus' as well as the term 'Software' were found. They don't need to be in that particular order or even near each other in the document. As long as they both exist somewhere within the contents of the document or its properties, it will be included in the search return.

 

  • The OR operator will expand the search to include all files where any one of the search terms are found. For example, searching for 'Qorus OR Software' will retrieve all files that contain either 'Qorus' or 'Software' within the body of the file or within its properties. Both terms do not need to be present for the file to be included in the search return. 

 

  • The NOT operator will exclude the terms that immediately follow the NOT operator from the search results. For example, searching for 'Qorus NOT Software' will return all files where the term 'Qorus' is found, and where the term 'Software' is well, not found. 

 

  • The wildcard operator, represented by an asterisk (*), will expand the search result to include all files that start with the search term that immediately precedes the wildcard character operator. For example, searching for 'Power*' will return all files where terms starting with 'Power' were found, including the terms: power, powerful, powerless, PowerPoint, etc. 

 

  • Enclosing your search terms within speech or quotation marks ("") will restrict the search to locating those files where all the words between speech or quotation marks are found, and in that specific order. For example, searching for "Qorus Software", will return all documents where there is an exact match for that phrase: both the words 'Qorus' and 'Software' are found, they are found next to each other, and in the order specified.  

 

3. Sorting the results

By default, Qorus will sort the results in order of relevance, as determined by SharePoint Online. SharePoint Online calculates a relevancy score for each search result, and the result with the highest score will come up first. The sort order can be changed however to alphabetical order by clicking on the 'Title Sort' option.

 

4. Filter results using your custom search filters *

Qorus customers on the Author Plan have the ability to define one or more custom search filters for each SharePoint Online content source connected to Qorus, and use these to create better and more relevant searches. In the example below, the search will return content that contains either the term "UK" or the term "USA" within the body of the file or within its properties.

 

5. Filter by type

At any time, you can click on 'Filter' to remove unwanted file types from the search results. Please note that the filter options are contextual, and so you will only see the file types that are present in the search results. In the example below, there are presentations and documents included in my search results, which is why I am seeing check boxes for those two file types. Deselecting the 'documents' box will remove all 'document' type content from the search return. 

 

6. Target your search

If you're getting too many results back, you can tell Qorus where to search by browsing to the general location you'd like Qorus to search. You can keep it quite broad by targeting a site or sub-site, or you can get very granular and specific by browsing to a folder you'd like Qorus to search. To launch the browse view, click on the folder tree icon, and hit the search button again once you're there so as to run the search in that location only.  

 

7. Your SharePoint Online Search Schema

And then finally, its good to know that you're in control. Qorus will return the results that SharePoint Online presents, and SharePoint Online administrators have the ability to tweak and make changes to your search experience through the SharePoint Online search schema. By modifying the search schema, they can directly affect things like the files you're able to search, as well as how the results are presented back to you. You can learn more about the search schema in SharePoint Online here .

 

8. Property Restriction Queries with Microsoft's KQL

Power Users can also take advantage of Microsoft's Keyword Query Language (KQL) to search SharePoint Online, and narrow the focus of the search to match only results based on a specific condition. In the example below, this search would return content for which John Smith is the author. 

Click here to access the complete KQL syntax reference on the MSDN website. 

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