Leverage smarter tags and centralized knowledge management for better findability of assets.
PoolParty for SharePoint lets you take advantage of semantic search, automated tagging, and a centralized taxonomy manager – offering a more powerful search experience to the native SharePoint Online application.
Only a few hours after setup, the software is able to seamlessly label SharePoint documents, recommend documents with related content and semantic search, and enrich documents with relevant information from external sources.
Accelerate the ways you manage and find content in your SharePoint libraries with Semantic AI.
Semantic search for improved findability
Integration with Microsoft Azure and Microsoft GraphAPI
Smarter search for a better SharePoint experience.
In this integration, we have introduced a new search field that is powered by semantic search. The new field allows users to run queries across their whole document libraries with the promise of better performance.
Relying on the semantic concepts that annotate documents in SharePoint, semantic search engines can retrieve documents regardless of a user’s language in the search field.
Semantic search uses the bundling of synonyms to ensure that a user gets all the information they seek, plus other helpful content.
Faceted Search
Search facets are an efficient way to narrow down the search space and results according to a user’s search intent.
PoolParty for SharePoint lets you narrow down the categories of your document library so you can get nearer to the content you need more quickly. In a matter of seconds, the user can reduce the number of documents that are retrieved based on the semantic tags.
Explore concepts in a new Info Box.
The PoolParty for SharePoint integration has a newly added Info Box that provides all the relevant information about a concept.
Consider the concept Renewable Energies, which has the alternative labels renewables and alternative energy. If a user searches the keywords “alternative energies,” the engine will draw upon all the synonyms tagged under that umbrella concept in bold, meaning that the user is given all the documents related to their search even if they haven’t specified it.
The Info Box can be used as a springboard to see how concepts relate to each other and let you jump to other topics relevant to your search.
Annotate your documents with richer tags in a fraction of the time.
PoolParty can automatically extract the most relevant terms and phrases from a given document or text to form semantics concepts. Where enterprises often experience weeks of manual work to update documents with (rather simple) tags, PoolParty can provide more precise and enriched tags with no hassle. With automated tagging, enterprises can reduce overhead costs by removing the need for additional resources – which are often sourced by subject matter experts who could be better occupied in other tasks – and reducing the time spent on maintaining tags.
Refine tags as needed.
The PoolParty for SharePoint integration also allows for an expert-assisted workflow – in other words, semi-automatic. This feature that is pictured in the screenshot gives the user or expert the opportunity to review and approve tags that have been sent automatically to the SharePoint library. Tags can be added or removed with just a few clicks in the user-friendly pop-up.
Automated tagging to Managed Metadata column.
Managed Metadata is a column native to SharePoint that lets you select terms from a specific term set and add them to your list and libraries. This column is often used by SharePoint users to enable consistent metadata across their libraries because the metadata can be applied to the content with a click.
Tags that run from PoolParty into the Term Store are also added automatically to this Managed Metadata column. As a result, there is full compatibility of PoolParty tagging to the native SharePoint features, allowing for the possibility to scale up integrations with other Microsoft applications.
Manage your content centrally in the PoolParty Taxonomy Editor.
A taxonomy is championed for its ability to index information in a hierarchically structured format – organizing terms (or tags) according to the relations between them. It is these relations that help semantic search be so effective, and why a centrally managed SharePoint taxonomy could make all the difference.
Tag content with more than one taxonomy.
Not only can you manage your taxonomy centrally, you can also use multiple taxonomies for a source of tagging by simply selecting the taxonomies you wish to draw from. These tags can also be separated into the different concept schemes that lie within the various taxonomies.
Say for example, that a user wants to tag their library based on an environmental taxonomy and a finance taxonomy. The user connects the library to these taxonomies and within the finance taxonomy, specifies that the content should be tagged based on the concept schemes “revenues” and “taxes.” The library covers more “ground” by drawing from the multiple taxonomies, but is also more precise based on the concept schemes.
Automatic sync of enterprise taxonomies to SharePoint Term Store.
PoolParty provides a user-friendly taxonomy editor that lets you maintain all your taxonomies in one place, and transfers the data to the SharePoint Term Store with the click of a button.
In a standard use case, a company needs to first sync their term sets from the SharePoint Term Store to the PoolParty taxonomy in order to first load the taxonomy with their existing tags. The tags can be refined as needed in PoolParty (with a strong taxonomy management tool) and then synced back to the Term Store so that they can be made available in the SharePoint frontend.
The benefits of the PoolParty integration:
- GUIDs (Globally Unique Identifiers) are preserved across synchronizations
- You can maintain the mapping between the Term Store ID and the concept URI in PoolParty for scalability
- When changes have been made to the taxonomy, you can re-synchronize terms or delete the term groups when they are no longer needed
Through the synchronization, users can begin to experience the positive effects of a centrally managed taxonomy system right away.
The PoolParty for SharePoint integration: how it all works.
So that you don’t have to mediate multiple servers to use the tool, the PoolParty for SharePoint architecture relies on integrations with the following Microsoft products:
- SharePoint Framework (SPFx)
- Microsoft Graph API
- Microsoft Azure
- A direct sync to the Term Store
With Microsoft Azure serving as the connector between PoolParty and SharePoint, data can flow freely from the PoolParty backend and SharePoint Online interface. On the SharePoint side, tags that are stored in the document libraries and lists are pulled from the search engine to produce results based on what the user enters in the search field.
Other highlights:
- Our tight integration with the Term Store allows for future compatibility with other tools across the Microsoft ecosystem
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The PoolParty for SharePoint Administration Site allows the admin control who gets access to particular SharePoint sites. The admin only needs to create write permissions for those sites with the Microsoft Graph API
- The initial setup of PoolParty for SharePoint can be done in a matter of minutes using a 5-step installation wizard