階段 12: 計劃要用於 SharePoint Server-第一部中的多層面導覽的精簡器Stage 12: Plan to use refiners for faceted navigation in SharePoint Server - Part I

摘要:了解如何規劃使用 SharePoint Server 2016 中的多層面導覽的精簡器。Summary: Learn how to plan to use refiners for faceted navigation in SharePoint Server 2016.


大部分的這一系列中所述的功能是僅適用於 SharePoint Online 中的私人每個網站集合。Most of the features described in this series are available only for private sites collections in SharePoint Online.

快速概觀Quick overview

下列清楚的這一系列的上一個階段:Previous stages of this series explained the following:

完成後這些階段,我們 Contoso 網站啟動尋找良好,但現在該是時候來,我們網站訪客可以找到完全產品所要尋找、 快速又輕鬆地確認。本文著重在我們必須規劃我們開始設定精簡器之前。After completing these stages, our Contoso site is starting to look good, but now it's time to to make sure that that our site visitors can find the exact product they are looking for, quickly and easily. This article focuses on what we must plan before we begin to configure refiners.

在本文中,您將了解:In this article, you'll learn:

啟動階段 12Start stage 12

如何精簡器幫助規劃日本往返How refiners helped plan a trip to Japan

雖然字詞 「 精簡器 」 可能會發出嗶新增到有高機會您已使用,和其他眾多功能通常比您想像的還。例如,如果您曾經已購買線上叢書,很有可能的精簡器已有可協助尋找剛才右邊的通訊錄。Although the term "refiners" might sound new to you, there is a high chance you've already used them, and much more often than you think. For example, if you've ever bought a book online, most likely refiners were there to help locate just the right book.

我們考量您規劃以日本來回假設情況。您最愛的線上書店遊歷旅行指南造訪旅程上。您輸入"日本"並傳回結果的搜尋頁面。Trawling 透過] 頁面之後 like 太多樂趣看似未執行的搜尋結果] 頁面。幸好網站設計者有提供一種方式來縮小搜尋結果。在左側的頁面是 「 類別 」 清單中,包含項目"Cooking 」、 「 地理 」,例如"記錄"及"差旅"。按一下 ["旅行社"並立即,在搜尋結果顯示包含單字旅行書籍"日本"。但是,開啟向外有許多旅行書籍向外有日本。因此,您必須另外修剪結果。當它發生問題,您會想平裝版本。如此,仍著重在左側的頁面上的清單,您找出類別稱為 「 格式 」 包含 like"Hardcover,""PDF,""音訊 」 的字詞數位,"和"平裝"。讓您按一下"平裝"並接收到您是否已被後: 結果旅行社日本書單中平裝 !不過,仍然是太大的搜尋結果數目。因此,您繼續直到您已切入從右至五個的所有應徵者其中可讓您完成線路直接進入您購物車,左側的頁面上使用的類別清單。Let's consider a hypothetical situation in which you are planning a trip to Japan. You visit your favorite online bookstore in search of a travel guide for your trip. You type "Japan" and, pages of search results are returned. Trawling through page after page of search results does not seem like much fun. Luckily, the site designers have provided a way to narrow the search results. On the left side of the page is a "Categories" list, which contains entries such as "Cooking," "Geography," "History," and "Travel." You click "Travel" and in an instant, the search results show only travel books that contains the word "Japan." But, turns out there are many travel books out there on Japan. Therefore, you have to trim the results additionally. As it happens, you want a paperback version. So, still focusing on the lists on the left side of the page, you spot a category called "Format" that contains terms like "Hardcover," "PDF," "Audio," Digital," and "Paperback." So you click "Paperback" and received what you've been after: results for travel books about Japan in paperback! Unfortunately, the number of search results is still too large. Therefore, you continue to use the category lists on the left side of the page until you've drilled right down to five hopeful candidates, one of which makes it over the finish line and straight into your shopping cart.

現在,以下是需要技術,其實不然組件: 當您已按一下"旅行"和"平裝"您已、 事實上,使用精簡器。在 SharePoint 字詞精簡器是已啟用為精簡器的 managed 的屬性。精簡器值是已啟用為精簡器的 managed 屬性的值。因此在線上購物來回、 「 類別 」 和 「 格式 」 為精簡器,而"旅行"和"平裝"為精簡器值Now, here's the techy part: when you were clicking "Travel" and "Paperback" you were, in fact, using refiners. In SharePoint terms, a refiner is a managed property that has been enabled as a refiner. Refiner values are the values of a managed property that has been enabled as a refiner. So in the online shopping trip, "Categories" and "Format" were refiners, whereas "Travel" and "Paperback" were refiner values.

在這一系列文章從 managed 屬性集的網站欄功能的?清楚的網站欄的表示方式做為受管理屬性之後他們已編目。例如,我們 contoso 公司目錄中有網站欄名為"Contoso 色彩"。每個項目的目錄中,我們已新增色彩值,例如紅色、 綠色或 blue 此資料行。若要啟用來縮小搜尋結果範圍 (例如,以特定色彩) 快速地我們網站訪客我們必須啟用 managed 的屬性代表"Contoso 色彩"網站欄作為精簡器。有,當然,更它比,且我們將為您示範所有這些步驟中更新的文章。Earlier in this series, the article From site column to managed property - What's up with that? explained how a site column is represented as a managed property after they were crawled. For example, in our Contoso catalog we have a site column named "Contoso Color." For each item in the catalog, we have added a color value, such as red, green, or blue, to this column. To enable our site visitors to narrow search results quickly, (for example, to a particular color), we must enable the managed property that represents the "Contoso Color" site column as a refiner. There is, of course, more to it than that, and we'll show you all these steps in later articles.

關於精簡器類型About refiner types

有兩種類型的精簡器:There are two types of refiners:

  • 獨立精簡器Stand-alone refiners

  • 多面向導覽的精簡器Refiners for faceted navigation

回到尋找有關日本旅行通訊錄相關的案例,我們會使用獨立精簡器。獨立精簡器通常會套用的案例包含在非結構化的內容與精簡器可以要套用之所有內容。這些精簡器通常用在搜尋結果] 頁面來縮小搜尋結果。Going back to the scenario about finding a travel book about Japan, we used stand-alone refiners. Stand-alone refiners are usually applied in scenarios where you have unstructured content, and where the refiners can be applied across all content. These refiners are often used on a search results page to narrow search results.

現在,您可能會想獨立精簡器看起來類似的搜尋結果頁面上使用實用的精簡器類型。但新案例的相關 like 我們 Contoso 網站,我們用來顯示目錄內容?在我們的 Contoso 網站訪客想要瀏覽] 尋找所要尋找的目錄。因此,他們將不會在搜尋方塊中輸入任何文字。請記住我們使用 「 內容搜尋網頁組件我們搜尋] 頁面上顯示的內容所述階段 9: 在內容搜尋網頁組件在 SharePoint Server 中的類別] 頁面上設定的查詢。因為內容搜尋網頁組件會使用搜尋技術顯示搜尋結果,我們可以使用精簡器縮小搜尋結果顯示在內容搜尋網頁組件中。Now, you might be thinking that stand-alone refiners seem like an excellent refiner type to use on a search results page. But what about a scenario like our Contoso site, where we show catalog content? On our Contoso site, visitors want to browse the catalog to find what they are looking for. Therefore, they won't enter any words into a search box. Well, remember that we are using a Content Search Web Part to display content on our search page, as explained in Stage 9: Configure the query in a Content Search Web Part on a category page in SharePoint Server. Because the Content Search Web Part is using search technology to display search results, we can use refiners to narrow search results that are displayed in the Content Search Web Part.

因此我們可以我們類別頁面上使用精簡器。這是不錯但再次可能會覺得: 我們想要使用不同的精簡器的不同類別的怎麼辦吗?例如,"電視"] 類別中,我們要訪客可以調整上 「 螢幕大小 」。在 「 航空氣溫"類別不符合常理啟用精簡器稱為 「 螢幕大小 」,因此我們不想要那里顯示。但我們想訪客可以調整在 「 安裝類型 」。此外,有一些常見的精簡器應套用至所有類別,例如"Brand"。So we can use refiners on our category page. That's nice, but again you might be thinking: What if we want to use different refiners for different categories? For example, on the "Televisions" category, we want visitors to be able to refine on "Screen Size." On the "Air conditioners" category it doesn't make sense to have a refiner called "Screen Size," so we do not want to display it there. But, we do want visitors to be able to refine on "Installation type." In addition, there are some common refiners that should be applied to all categories, such as "Brand."

您可能會有猜測它。您可獲得所有與多面向導覽的精簡器Well, you might have guessed it. You can achieve all of this with refiners for faceted navigation.

多面向導覽的精簡器是 SharePoint 伺服器 2016年的新功能。此功能可讓網站訪客可篩選類別特定的精簡器縮小搜尋結果。它們是我們需要我們 Contoso 網站的精簡器的類型。但是,我們決定如何設定並將其新增之前,我們應該先決定我們想要顯示我們想要顯示的精簡器值的方式的精簡器。Refiners for faceted navigation are a new feature in SharePoint Server 2016. This feature enables website visitors to narrow search results by filtering on category specific refiners. They're the type of refiners we need for our Contoso site. But, before we determine how to configure and add them, we should first determine which refiners we want to show, and how we want the refiner values to be displayed.

關於用來識別多層面導覽的精簡器About identifying refiners for faceted navigation

識別時多層面導覽的精簡器,必須以尋找包含資訊的某些部分的屬性。以下是您應尋找:When identifying refiners for faceted navigation, you have to find properties that contain certain pieces of information. Here's what you should look for:

  1. 網站訪客會想要使用來縮小搜尋結果的資訊Information that website visitors will want to use to narrow search results

  2. 可套用至所有類別的資訊Information that can be applied to all categories

  3. 可套用至子集合的類別的資訊Information that can be applied to only a sub-set of categories

我們 Contoso 網站,我們已識別總共 14 我們想要作為精簡器的屬性。For our Contoso site, we've identified a total of 14 properties that we want to use as refiners.

這些 14 屬性的唯一三代表可以套用至所有類別的資訊。這表示我們已套用至這些類別的子集的 11 屬性。Of these 14 properties, only three represent information that can be applied to all categories. This means that we have 11 properties that apply to a subset of the categories.

新增多層面導覽的精簡器的標示字詞組在製作端上執行。指定要使用哪一個類別中的精簡器時, 相當有用使用的標示字詞組作為指引。在 Contoso 案例中,這是產品階層字詞集。Adding refiners for faceted navigation is performed on the tagging term set on the authoring side. When specifying which refiners to use in which category, it's helpful to use the tagging term set as a guide. In our Contoso scenario, this is the Product Hierarchy term set.

根據預設,字詞的所有子項目會繼承精簡器新增到父字詞。例如,精簡器新增到字詞 「 相機 」 會套用至所有子系,例如"攝影機","相機附屬應用程式]"等等您可以覆寫此繼承新增或移除子類別的精簡器。稍後的這一系列中,我們將看看如何這麼做。現在,我們專注於規劃的組件。By default, all children of a term inherit refiners that are added to a parent term. For example, a refiner that is added to the term "Cameras" will be applied to all its children, such as "Camcorders," "Camera accessories," and so on You can override this inheritance to add or remove refiners for a child category. Later in this series, we'll look at how this is done. For now, let's concentrate on the planning part.

若要儲存空間,我們將不查看完整的多層面導覽的我們 Contoso 網站結構。而是下表列出我們想要使用 「 音訊 」 及 「 相機 」 類別的精簡的器並以字詞我們想要將它們指派。To save space, we'll not look at the complete faceted navigation structure of our Contoso site. Instead, the following table lists the refiners we want to use for the categories "Audio" and "Cameras," and to which term we want to assign them.

產品階層字詞組Product Hierarchy term set 精簡器Refiners

現在我們已識別要使用的精簡器,接下來要考慮是我們想要顯示的精簡器值的方式。Now that we've identified which refiners to use, the next thing to consider is how we want the refiner values to be displayed.

一般而言,有兩種方式可以顯示精簡器值: 為清單或群組中的間隔。如精簡器值所使用的資料類型的文字、 個人或群組、 選擇 [是/否,沒有真正太多考量。這些精簡器值將很有可能永遠會顯示在螢幕擷取畫面如下所示的清單。Basically, there are two ways refiner values can be displayed: as a list, or grouped in intervals. For refiner values that use the data type Text, Person or Group, Choice or Yes/No, there's not really much to consider. These refiner values will most likely always be displayed in a list as shown in the screen shot below.


不過,數字的精簡器值的本文稍有不同。例如,例如價格精簡器考慮所有精簡器值。在 Contoso 案例中,則可能會使不勝負荷的資訊我們訪客與因此不會有多少的我們。But, for numeric refiner values, the story is somewhat different. For example, consider all the refiner values for a refiner such as Price. In our Contoso scenario, it could overwhelm our visitors with information and would therefore not be of much us.


這些類型的精簡器值,它會有所助益更加中分組的間隔,顯示其如底下所示。For these types of refiner values, it would be much more helpful to display them in grouped intervals, as shown underneath.


下表列出我們想要使用 「 音訊 」 及 「 相機。 」 類別的精簡的器它也會列出屬性類型和我們想要使用的精簡器值的顯示格式。The table below lists the refiners we want to use for the categories "Audio" and "Cameras." It also lists the property type and the display format we want to use for the refiner values.

精簡器Refiners 屬性類型Property Type 精簡器值的顯示格式Display format for refiner values
畫面類型Screen type
巨型像素Mega pixels

請務必定義您想要顯示不同的顯示選項所繫結至屬性類型因為您精簡器值的方式。如果所沒有意義太多時,不要擔心。我們將 expalin 多個具有下一篇文章中的範例。It's important to define how you want your refiner values to be displayed because the different display options are tied to the property type. If that didn't make much sense to you, don't worry. We'll expalin more with examples in the next article.

本系列中的下一篇文章Next article in this series

階段 13: 計劃要用於 SharePoint Server-第 ii 部分中的多層面導覽的精簡器Stage 13: Plan to use refiners for faceted navigation in SharePoint Server - Part II

另請參閱See also

其他資源Other Resources

規劃精簡器和多面向導覽Plan refiners and faceted navigation