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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Search or browse? Casual information access to a cultural heritage collection</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Robert Villa</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Paul Clough</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Mark Hall</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Sophie Rutter</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>General Terms Design</institution>
          ,
          <addr-line>Experimentation, Human Factors</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Information School University of Sheffield Sheffield</institution>
          ,
          <addr-line>UK S1 4DP</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>Public access to cultural heritage collections is a challenging and ongoing research issue, not least due to the range of different reasons a user may want to access materials. For example, for a virtual museum website users may vary from professionals or experts, to interested members of the public visiting on a whim. In this paper, we are interested in the latter user: a user who visits a cultural heritage website without a clear goal or information need in mind. In the user study reported here, carried out within the context of the interactive task at CLEF (interactive CHiC), 20 participants explored a subset of Europeana with no explicit task provided using a custom-built interface that offered both search and browse functionalities. Results suggest that browsing is used considerably more by the majority of users when compared to text search (all participants used the category browser before carrying out a text search). This highlights the need for cultural heritage search interfaces to provide browsing functionality in addition to conventional text search if they wish to support casual search tasks.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Cultural heritage</kwd>
        <kwd>virtual museums</kwd>
        <kwd>information access</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. INTRODUCTION</title>
      <p>
        Providing public access to cultural heritage is an ongoing and
challenging area of research. Previous work suggests that visitors
to online cultural heritage collections (e.g. virtual museum
visitors) are not necessarily motivated by an explicit task, and that
interacting with cultural heritage collections is exploratory in
nature [
        <xref ref-type="bibr" rid="ref8 ref9">8, 9</xref>
        ]. Recent work in the area of ‘casual search’ [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ] has
also investigated situations where users are driven by the pleasure
of the search process itself, rather than an explicit information
need.
      </p>
      <p>The focus for this paper is how individuals explore a cultural
heritage collection when given no task. The results may be used
both to contrast with studies which have used explicit tasks, and
to motivate changes to cultural heritage systems to better support
a diverse range of user tasks.</p>
      <p>
        Presented at EuroHCIR2013. Copyright © 2013 for the individual papers
by the papers’ authors. Copying permitted only for private and academic
purposes. This volume is published and copyrighted by its editors.
The work reported here is based on initial results from the
Interactive CHiC (Cultural Heritage in CLEF) track of CLEF1 as
run at Sheffield University. The interactive CHiC track is based
on the CHiC Europeana data set as used in 2011 and 2012 [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. An
early prototype of an evaluation framework was used [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] which
allowed the interactive experiment to be semi-automated. In this
work, our focus is on how users explored the collection and in
particular how search and browse were used in this exploration.
We consider three research questions:
      </p>
      <sec id="sec-1-1">
        <title>RQ1. How do participants initiate their exploration?</title>
        <p>RQ2. Do participants use browse or search in their exploration
of the collection?
RQ3. How do participants decide to search or browse, when
given no explicit task?
With RQ1 we are particularly interested whether users start their
exploration by browsing categories, or by search. RQ2 then
considers how users access the collection over their whole
session. For RQ3 we will present some initial qualitative data
from our lab-based interactive study, where the aim is to identify
reasons for the use of either the search or browse functions.</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>2. PREVIOUS WORK</title>
      <p>
        A general review of museum informatics is provided in [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ],
although the more specific area of museum visitor studies,
investigating why and how individuals visit museums, has a long
history [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. More recent work has focused on visitors to digital
museums [
        <xref ref-type="bibr" rid="ref5 ref6 ref7">5-7</xref>
        ]. In [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] the information seeking behavior of
cultural heritage experts was studied through interviews, finding
that complex information gathering was required for the majority
of search tasks. In contrast [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] studied virtual museum visitors,
inspired by the work of [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] and [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] which suggest that museum
visitors are exploratory in their information seeking. This work
[
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] found that search occurred far more often than browse
behavior for three of the four tasks used in the study, the
exception being an open and broad task where browsing occurred
to a greater degree.
      </p>
      <p>
        Museum visitors can, in some respects, be considered as examples
of “casual leisure” searchers, as outlined in [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ], where examples
were found of “need-less” browsing (based on a diary study, and
analysis of Tweets, both outside the domain of cultural heritage).
Darby and Clough [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] investigated the information seeking
      </p>
      <sec id="sec-2-1">
        <title>1 http://www.promise-noe.eu/unlocking-culture</title>
        <p>
          behavior of genealogists, with an emphasis on the behavior of
amateurs and hobbyists, rather than professionals. In [
          <xref ref-type="bibr" rid="ref12">12</xref>
          ] a
review of three digital libraries projects is carried out, from the
point of view of Ingwersen and Järvelin's Information Seeking
and Retrieval framework [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ]. Similar to [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ], it points out that
information behavior by end users may be the “end in itself”.
The study reported here uses a conventional lab-based protocol.
However, unlike in previous work, such as [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ], the participants
were not given an explicit task: the underlying aim being to model
a situation closer to that investigated in [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ], where there is no
explicit information need.
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. INTERACTIVE CHiC</title>
      <p>
        A screenshot of the CHiC interactive system is shown in Figure 1.
The interface is split into five main areas, clockwise from left to
right: a category browser, search box, item display, bookbag, and
search results. The search box operates in the conventional
manner, allowing free text queries with search results being
displayed as a grid below. When a result is clicked, it is displayed
in the “item display” on the right. This information will typically
include a small thumbnail, textual description, and the item’s
associated metadata. Metadata is clickable, e.g. if an item is listed
as being owned by the British Library, clicking on the field will
search for British Library objects. At the bottom of the item
display is a “more like this”, which displays the images of up to
eight similar objects, which can be viewed three at a time.
On the left of the interface is the “category browser”, which
allows the user to browse the Europeana collection through a
hierarchy of categories. This hierarchy is automatically generated,
and is based on the work of [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. The technique combines the
Wikipedia category hierarchy with topics derived from Wikipedia
articles into which items are mapped. When a category is clicked,
the main results are updated to list the category contents. Small
right arrows beside each non-leaf category allows the viewing of
sub-categories. The user can therefore search and browse the
collection in three main ways: using a text query, selecting a
category, or selecting item metadata or “more like this”.
On the bottom right of the interface is the bookbag, into which
items can be placed. Book-bagged items are kept listed on the
display, and can be removed and redisplayed as required. The
underlying search system is based on Apache Solr2,
which provides the text search, spelling checker, and
the “more like this” suggestions (determined using
Solr’s standard more-like-this functionality. The data
set used was the same as that used in interactive
CHiC, a dump of the Europeana data set3.
      </p>
    </sec>
    <sec id="sec-4">
      <title>4. EXPERIMENTAL SETUP</title>
      <p>The search and browse interface was embedded into
an IR evaluation system, which automatically
administered pre- and post-questionnaires, and
displayed the experimental system. All data reported
here is from an in-lab study. This allowed a follow
up interview to be carried out, during which each
participant reviewed his or her search session. To
enable this reviewing, Morae screen recording
software was used to record the user’s activity, and
during the interview, an audio recording was made of
the user’s comments.</p>
      <p>An important aspect of the interactive CHiC experimental design
was that no explicit task was provided to users. Instead
instructions asked the user to explore freely as they wished, until
they were bored. Users were informed after they had been active
for 10 minutes, and could then continue for a further 5 minutes if
they wished, at which point they would be asked to stop (these
timings were carry out by hand, and were approximate). Once this
was finished, the user’s search session would be replayed to them,
and an interview conducted to investigate the user’s search
process. Participants were paid 10 pounds for taking part.
In total 20 participants were recruited for the study, 11 male and 9
female. Eight participants were in the 18-25 year age band, nine in
the 26-35 band; the other 3 between 36-45. The majority were
students (13), with 5 employed, one unemployed, and one
“other”. 13 had completed a higher education degree, while six
were currently studying an undergraduate degree.</p>
    </sec>
    <sec id="sec-5">
      <title>5. RESULTS</title>
    </sec>
    <sec id="sec-6">
      <title>5.1 Initiation of exploration</title>
      <p>RQ1 asks how users initiate their exploration of the collection. To
investigate this, we first looked at how users started their session,
and in particular, their searching. For example, did they select a
category or enter a query?
Over the whole data set four different actions were used by
participants to initiate their session (Table 1, column 2). For the
majority of users, the first action was to select one of the
categories (15 out of the 20 users). It should be noted that the
interface, on startup, showed a set of default results to all users.
For three users, the first action was to display one of these default
results, another user clicked the “next page” to view the next page
of default results, while the final user’s first action was to
bookmark one of the default result items.</p>
      <p>We also investigated the logs to find out each user’s first search or
browse action, which could be one of category select, text query,
or metadata/more like this select. As shown in Table 1 (column
3), for all users this was a category select. In addition to counting
the first actions, we also investigated how long each user spent
before either clicking the interface, or starting a new</p>
      <sec id="sec-6-1">
        <title>2 http://lucene.apache.org/solr/</title>
      </sec>
      <sec id="sec-6-2">
        <title>3 http://www.europeana.eu/</title>
        <p>search/browse using the three previously listed methods. These
results are shown in Table 2, along with the overall length of time
of each session.
There was a considerable variance in the length of time users
spent on the task. The median time taken by users was 783.5
seconds (just over 13 minutes), with an interquartile range of
286.2 seconds (approximately 4 minutes, 45 seconds). The
minimum time was 129 seconds, and maximum 1544 seconds
(over 25 minutes).</p>
        <p>Most users spent some time at the start of their session before
either clicking on an interface element (median time 25 seconds)
or initiating a search (median 38 seconds).</p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>5.2 Search vs. browse</title>
      <p>RQ2 asks whether participants use search or browse. Figure 2
presents query and category counts across all users (i.e. counts of
how often either text queries were executed or categories
selected). Item select and the “more like this” functionality is not
included here, due to the relative rarity of these events (across the
whole data set this functionality was used only 15 times, by 7
different users).</p>
      <p>A non-parametric Wilcoxon rank-sum test indicated that there was
a significant difference between queries executed and categories
selected (W = 50.5, p ≤ 0.001). As can be seen from the boxplots,
categories were selected far more than queries entered, the median
number of queries executed being 2, compared to a median of 11
for category selects. All but three users selected more categories
than executed queries, and 8 users did not enter a text query at all.
A similar situation exists when the time querying vs. browsing
categories is estimated (Figure 3). Such times were estimated by
starting a timer when a query or category was selected, and taking
all activity between this point and the next query or category
select as the user either “querying” or “browsing categories”. As
might be expected, the trend is similar to that of Figure 2, with
users spending more time browsing categories when compared to
executing queries. All but five participants spent more time
browsing using the categories than spent querying.
20</p>
    </sec>
    <sec id="sec-8">
      <title>5.3 “How did you start?”</title>
      <p>In addition to the quantitative data above, in the post-session
interview two questions were asked of users: “how did you start?”
and “Why did you choose to start with a [category/search
query]?” It was intended to alter this latter question depending on
how the user initiated their exploration. While some users started
by examining the results, all users chose the category browser
over the search box to initiate searchers.</p>
      <p>The responses to the first question “how did you start?”
mentioned the category browser explicitly in 8 of the 12 answers.
In most of these cases this was linked to exploring the interface.
For example, participant P3 stated:
“I was drawn to the middle then decided to look around at
the interface. I decided to look at categories first, picked
politics”</p>
      <sec id="sec-8-1">
        <title>Similarly, participant P10 stated:</title>
        <p>“I just looked round to see what I could use to explore things.
The category browser looked like the most likely candidates
because it had descriptions of stuff.”
As well as being influenced by the interface, responses from some
users suggest that prior interests also played a part. For example,:
“I just look at the layout of the website and then found that I
had a category browser so I went to what I study actually,
and I study languages and I try to find something
interesting.” [P8]
“There is no particular task and so I started from browse to
see which information is more interesting to me.” [P1]
The design of the interface, with a relatively small search box,
appears to also have had an effect on the choses of at least two of
the user, indicated by responses to the second question.
Participants P2 and P4 stated:
“Because I only saw that [category]. I didn’t see the search
until a bit later on.” [P2]
“I didn’t really see this one at first [the search box] it was a
bit obscure.” [P4]
For many users, however, the fact that the category browser
allowed easy exploration appeared to be the key, with some users
making connections to physical museums. For example:
“If I was going to a museum I would look at the categories
[museum sections] that are of most interest to me: arts, old
stuff and so this is why I was looking for Mona Lisa.” [P5]
The lack of an explicit task was mentioned by some, and search
was explicitly commented on by two users. E.g., P7 stated “When
I wanted to find something specific I went to the search box.”</p>
      </sec>
    </sec>
    <sec id="sec-9">
      <title>6. DISCUSSION</title>
      <p>RQ1 asks how participants initiate their exploration of the
collection. From Table 1 it can be seen that all 20 participants
started their exploration using the category browser, rather than a
text search. Indeed, the first action for the majority of users (75%)
was to select a category. Quantitative data from Section 5.3 backs
this up, with 8 out of 12 of the participants for which text
transcripts are available explicitly mentioning the category
browser as a way of starting their exploration. Looking at Table 2,
it can be seen that there is typically a short delay until participants
started their browsing (median 38 seconds, interquartile range of
59). This delay is consistent with participant’s comments which
suggested that many first spent some time orienting themselves to
the interface before starting (e.g. P10 from Section 5.3).
Moving to RQ2 and RQ3, which asked whether participants have
a preference for browse or search and why, it is clear from Figure
2 and Figure 3 that there is a general preference for browsing, e.g.
from Figure 3 the median estimated time spent browsing using the
categories was 524 seconds (IQR 399), compared to 77 seconds
(IQR 394) for text queries. Looking at the participant comments,
the lack of any explicit task would appear to have played a part in
this preference (e.g. P1 and P5 quotes from Section 5.3). In
addition to this the design of the interface, with a relatively small
text search box at the top, appeared to also play a part, with some
users pointing out that they did not see the search box until later
in their session (e.g. P2 and P4).</p>
    </sec>
    <sec id="sec-10">
      <title>7. CONCLUSIONS AND FUTURE WORK</title>
      <p>The preliminary results reported here would suggest that
providing browse functionality to cultural heritage collections is
important for users arriving without a specific information need,
as may be typical in casual search. For the majority of users, this
preference for category browsing continues to hold for the session
as a whole, with all but 5 users spending more time browsing than
keyword searching. Initial analysis of quantitative interface data
backs up the qualitative results, with more of the currently
analysed user transcripts explicitly mentioning the category
browser. The results presented here are preliminary. Future work
will expand on the analysis presented here, both the qualitative
and quantitative results. However, these initial results provide
evidence of the importance of providing browse functionality to
cultural heritage collections, and Europeana in particular.
Acknowledgements: This work was supported by the EU projects
PROMISE (no. 258191) and PATHS (no. 270082).</p>
    </sec>
  </body>
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