Matthew McDermott

Matthew is a principal consultant for Catapult Systems. A Microsoft MVP (SharePoint Server), Matthew blogs about SharePoint and Microsoft technologies related to collaboration, web content management and productivity.
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Adding Search Refinements in SharePoint 2010

I have been playing around with SharePoint 2010 Search this morning. I love the new UI. The search refinements panel is just begging to be messed with. In my case I wanted to add the file extension JPG as an Image Type refiner.

image

Simple Refiner Tweak

Here is how you add a file extension refinement.

  1. Put the page in edit mode.
  2. Choose the drop down menu for “Refinement Panel” and choose Edit Web Part.
  3. Open the Refinement section and uncheck the “Use Default Configuration” checkbox. Then edit “Filter Category Definition” xml as follows.

    image

  4. In my case I simply wanted to add a new file extension to the existing Image refiner. Locate the CustomFilter node that you what to change and add your new file extensions.

    image

    Alternatively you can add new CustomFilters or whole new Categories if you like. Note that the categories are tied to Managed Properties, so you may need to create the Managed Properties first.

  5. Save your work and publish your changes. Test your configuration by executing a search and then click your refinement.

    image

Posted by Matthew McDermott on Wednesday, 9 Dec 2009 10:22
8 Comments | Filed under: Office 2010, Search, SharePoint 2010
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Comments

On 20 Jan 2010 08:19, Sorin said:

Hi Nice post. I've tried it but in my Sharepoint I can't see the image like in yours. I see only a small icon not an image. How can I do that ? Thank's

On 22 Jan 2010 09:37, Matthew said:

Sorin, I did not change the core search results at all. What you see is how the search center displays images for me.

On 08 Mar 2010 07:55, MichaelF said:

I get the same thing, I have a feeling it maps to the Managed Property, but I have that defined already so maybe its just playing with the mappings.

On 09 Mar 2010 06:12, Matthew said:

MichaelF, do you mean that you don't see the images? Are you using a Picture Library or a Document Library?

On 22 Mar 2010 04:15, Noja said:

Hi Matthew I have tried to create a new category with custom filters, but I didn't manage to get it work. The entire category didn't display on the web part at all. When I removed the custom filters, then it worked fine. Any advice? Thanks

On 23 Mar 2010 08:23, Matthew said:

Noja, can you give me more details of how you tried to create the category?

On 24 Mar 2010 05:06, Noja said:

Hi Matthew, Thanks for your reply! First of all I would like to mention that it's the Refinement webpart on Fast Search that I've been trying to customize. I added a new category to the Filter Category Definition xml. The category mapped with the managed property called "documentType". The possible values of the "doucmentType" are Incoming Email, Outgoing Email, Case Report etc. Here's the section I added.. Incoming Email Outgoing Email Case Report ............(more filters) The new category didn't show up on the refinement webpart... Then I checked if the managed property works at all, by removing the .. section. The category displayed on the Refinement webpart with the original values of the property without problems. I also tried to add the custom filters to the Result Type category, but it didn't work neither.

On 03 Jun 2010 12:49, Hervé said:

That's a very powerful feature of Sharepoint 2010. I tried it myself adding a managed property as a facet and it works pretty well except when the managed property is a multi-valued field. Any experience on this ?

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