SYSTEM 8Discuss a system ↗
DOCS / TEST-SP-002

TEST-SP-002 / SOURCE CONTROLLED

SharePoint migration search acceptance matrix

Use before accepting a migration where users must retrieve records by known identifier, metadata, text or business vocabulary. Direct-URL access is a separate acceptance test.

● CONTROLLEDOWNER / SYSTEM 8REVIEW / MONTHLY
01

Authority and zero gate

  • Name migration, information-owner, SharePoint/search, records, security and acceptance owners.
  • Keep the source read-only and available until retrieval acceptance is approved.
  • Preserve migration reports before platform expiry.
  • Do not remigrate, broaden permissions or request repeated full reindexes without attributed evidence.
  • Use synthetic or approved records in published evidence; redact tenant, person and sensitive project data.
02

Source-to-destination reconciliation

FIELDSOURCEDESTINATIONRESULT
Stable item IDPath/list IDUnique ID + URLMatched/exception
IntegritySize/hash/versionSize/hash/versionEqual/approved transform
MetadataProject, class, date, ownerTarget column valuesMapped/exception
PermissionsSource identities/groupsTarget roles/groupsApproved disposition
MigrationScanned/expectedMigrated/not migratedReport + reason
03

Crawl-eligibility gate

BOUNDARYPOSITIVE PROOFNEGATIVE PROOF
SiteAllowed in searchExcluded control site absent
Library/listItems allowed in resultsExcluded library absent
Item stateReadable/published as requiredDraft/restricted state respected
PermissionApproved persona has accessProhibited persona denied
Tenant/search scopeRequired surface includes siteUnapproved scope does not leak
04

Indexed-representation register

BUSINESS FIELDTARGET COLUMNCRAWLED PROPERTYMANAGED PROPERTYATTRIBUTES
Project numberID, internal name, typeObserved propertyControlled mapping/aliasQueryable, searchable, retrievable, refinable as required
  • Use populated examples; an empty column cannot prove extraction.
  • Capture mapping order where multiple crawled properties feed one managed property.
  • Request the property in raw query results and verify the expected value.
  • After an approved mapping change, reindex only the affected scope unless wider evidence requires more.
05

Gold query set

QUERY CLASSEXAMPLEEXPECTED JUDGEMENT
Known URL/pathPath-bounded item queryExact destination item
File/titleExact and partial drawing nameApproved copy in top positions
IdentifierProject code with punctuation variantsAll relevant project records
MetadataRecord class + discipline + dateOnly matching controlled set
Full textDistinct phrase in bodyRelevant readable items
FreshnessNew and changed controlled itemAppears within agreed window
Negative accessKnown restricted recordNo result or metadata disclosure
Superseded/duplicateSimilar current and obsolete copiesDisposition and rank are explicit
06

Execution record

For every run capture test ID, timestamp/time zone, persona and membership path, search surface, site/hub context, query text, result source, query template/hidden constraints, selected properties, refiners, duplicate trimming, result count, top-ten URLs/ranks, expected set, false positives, missing items and screenshots or raw response.

Run the raw SharePoint search query before attributing a failure to the user interface. Then repeat the same information need through site, hub/organisation and custom search surfaces as applicable.

07

Acceptance measures

MEASURECALCULATIONGATE
Known-item successPassed known-item queries / total100% for critical records
Precision@10Relevant results in top 10 / returned top 10Per query-class target
Sample recallRetrieved judged-relevant / known relevant setPer risk tier
Security failuresProhibited results or metadata0
FreshnessChange to searchable elapsed timeWithin agreed service window
Unexplained exceptionsFailed items without owner/reason0

These measures apply to the bounded judged set; they are not tenant-wide performance claims.

08

Repair decision tree

  1. If destination item is absent or corrupt, reconcile and remigrate the attributed subset.
  2. If direct access fails, repair the approved permission or item state before search.
  3. If crawl eligibility fails, correct the smallest site/library boundary.
  4. If the raw index omits the item, inspect crawl timing, schema and mapped properties.
  5. If raw results are correct but the page is wrong, repair result source, template, filters, selected properties or layout.
  6. After repair, rerun positive, negative, freshness and duplicate tests.
09

Evidence pack and cadence

Retain source inventory, migration settings and reports; destination manifest; mapping register; permission disposition; query set and relevance judgements; raw responses; UI results; exceptions; repairs; reindex requests; acceptance and legacy-source retirement approval.

  • Per migration wave: reconciliation plus complete risk-ranked query set.
  • After schema/query/security change: rerun affected tests.
  • Monthly during transition: unresolved known-item and user-feedback review.
  • Quarterly: mapping ownership, custom search configuration and critical-record sample.
10

Limits

This matrix proves retrieval only for the tested items, queries, personas, scopes and time window. Search relevance is contextual and can change as the corpus and service evolve. A result establishes discoverability for the tested query, persona and object. Record authenticity, retention compliance and platform fit each require separate evidence. Reindexing is asynchronous and must not be used as an unexplained universal repair.