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Search for geotagged documents

When SharePoint documents have been geotagged using attributes from reference layers, you can perform a geosearch to quickly find documents within your SharePoint site collection based on a location on the map or attributes assigned to the documents as geotags.

Turn on geosearch mode

When you first view a map in ArcGIS Map Search, you see the map as intended by the map author; reference layers are configured and styled to provide the optimum view of the map. Clicking map features opens pop-ups that provide information about those particular features.

To search for geotagged documents, put the map in geosearch mode. In this mode, clicking the map initiates a search based on attributes set for the features at that location on the map. The geosearch returns a list of SharePoint documents that have been tagged with those attributes.

To turn on geosearch mode, do the following:

  1. In SharePoint, open the ArcGIS Map Search map-enabled page previously configured by the map author.
  2. On the map toolbar, click Geosearch to open the Geosearch pane.

    The Geosearch pane appears, listing all available reference layers that you can include in the search.

    When you select a layer to include in a geosearch, the search will include the geotagging attribute set for that layer and return documents tagged with that attribute.

  3. Choose the layers you want to include in your search by checking the box next to the layer.

    By default, all reference layers that are configured with geotagging attributes are included in the search. Clear the check box next to layers you want to exclude from the search. To clear all layers at once, clear the All layers check box.

Restrict search scope

To restrict the search results to items tagged only on the current site collection, move the Search in current site toggle switch to the On position.

Limit geosearch to current site

Search results will be limited to geotagged items located in the current site where ArcGIS Map Search is installed, including all its subsites. This option is on by default.

Move the toggle switch to Off to search across the entire SharePoint farm.

Search using the map

To search for documents using the map, do the following:

  1. On the map toolbar, click Geosearch to open the Geosearch pane.
  2. Specify whether to use a strict search.
    • Strict search uses the AND operator, which returns documents that contain all geotags from the selected features. Strict search is On Search by tags only On by default.
    • To broaden your search, move the Strict search toggle switch to the Off position Search by tags only Off. This uses the OR operator, which returns documents that contain one or more of the specified attributes.
  3. Click a feature on the map.

    For example, click the feature that indicates the location of an oil well that has experienced an emergency.

    The Geosearch pane lists all the SharePoint documents or document sets in your site collection that have been tagged using that location.

Search using keywords

Instead of clicking the map, you can type a keyword in the search field to perform a geosearch.

To search for documents using a keyword, do the following:

  1. On the map toolbar, click Geosearch to open the Geosearch pane.
  2. Set the Search by tags only option.
    • If you know the attributes used to geotag the documents, you can narrow your search to use geotags only. This option is On Search by tags only ON by default.
    • Alternatively, you can search the contents of the documents for specified keywords. To enable this option, move the Search by tags only toggle switch to the Off position Search by tags only Off.
  3. Type a keyword in the search field.

    If the keyword you're using contains a space—for example, Los Angeles—enclose the keyword in quotation marks.

  4. Press Enter to begin the search.

Refine and preview results

You can narrow your search results by filtering them and preview documents before you open them.

To refine geosearch results, do the following:

  1. Click the Filter search button Filter search to refine your search results. Choose from the following filters:
    • Result type—View only a specific document type. This option lists the different document types included in the search results and the number of documents of that type. Click a result type to show only search results matching the specified document type.
    • Author—View only documents by a specific author. This option lists the document authors in the search results and the number of documents attributed to each author. Click an author to show only documents created by that specific person.
    • Modified date—View documents modified within a set time period. By default, the graph shows all documents and the text below the slider reads All. The columns in the graph illustrate how many documents were modified during each time period. Move the slider to show only documents modified within the last year, the last month, the last week, or today, or move both sliders to narrow the search results to a combined time period (earlier than one month ago, for example).
  2. Click the Filter search button Filter search to close the filter options pane.
  3. To preview a document, hover over the document entry in the search results list.

    A pop-up appears, showing the document title, a preview of the document's first page, the date the document was last modified, a list of contributors, and a link to open the document.

    Document preview in geosearch results

Search geotagged reference layers

Use the search function to quickly find specific geotagged features on the map.

To search for geotagged features, do the following:

  1. Open a page that contains a previously geotagged map.

    The map should contain at least one geotagging reference layer.

  2. In the Find address or place field, click the arrow to display the drop-down menu.

    The list includes available geocoding services and all existing geotagging reference layers.

    Search geotagged layers
  3. Choose the geotagging reference layer to search.

    The search field provides an example of acceptable search values.

  4. In the search field, type the value that you want to find.

    The search results list shows possible results and close matches, based on geotagging attributes used for the selected reference layer.

  5. Choose a field from the list.

    The map zooms to the feature geotagged with the specified attribute.