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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Overview of the INEX 2014 Interactive Social Book Search Track</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Mark Hall</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Hugo Huurdeman</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Marijn Koolen</string-name>
          <email>marijn.kooleng@uva.nl</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Mette Skov</string-name>
          <email>skov@hum.aau.dk</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>David Walsh</string-name>
          <email>david.walshg@edgehill.ac.uk</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Communication and Psychology Aalborg University</institution>
          ,
          <country country="DK">Denmark</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Department of Computing, Edge Hill University Ormskirk L39 4QP</institution>
          ,
          <country country="UK">United Kingdom</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>University of Amsterdam</institution>
          ,
          <country country="NL">Netherlands</country>
        </aff>
      </contrib-group>
      <fpage>480</fpage>
      <lpage>493</lpage>
      <abstract>
        <p>Users looking for books online are confronted with both professional meta-data and user-generated content. The goal of the Interactive Social Book Search Track was to investigate how users used these two sources of information, when looking for books in a leisure context. To this end participants recruited by four teams performed two di erent tasks using one of two book-search interfaces. Additionally one of the two interfaces also investigated whether user performance can be improved by providing a user-interface that supports multiple search stages.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>The goal of the Interactive Social Book Search (SBS) task is to investigate how
book searchers use professional metadata and user-generated content at di erent
stages of the search process. The purpose of this task is to gauge user interaction
and user experience in social book search by observing user activity with a large
collection of rich book descriptions under controlled and simulated conditions,
aiming for as much "real-life" experiences intruding into the experimentation.
The output will be a rich data set that includes both user pro les, selected
individual di erences (such as a motivation to explore), a log of user interactivity,
and a structured set of questions about the experience.</p>
      <p>The Interactive Social Book Search (ISBS) Task is a merge of the INEX
Social Book Search (SBS, (???)) track and the Interactive task of CHiC (??).
The SBS Track started in 2011 and has focused on system-oriented evaluation
of book search systems that use both professional metadata and user-generated
content. Out of three years of SBS evaluation arose a need to understand how
users interact with these di erent types of book descriptions and how systems
could support user to express and adapt their information needs during the
search process.</p>
      <p>The CHiC Interactive task focused on interaction of users browsing and
searching in the Europeana collection. One of the questions is what types of
metadata searchers use to determine relevance and interest. The collection, use
case and task were deemed not interesting and useful enough to users.</p>
      <p>The SBS contributes a new document collection, use case and search tasks.
The rst year of the ISBS will therefore focus on switching to the SBS collection
and use case, with as few other changes as possible.</p>
      <p>The goal of the interactive book search task is to investigate how searchers
interact with book search systems that o er di erent types of book metadata.</p>
      <p>The addition of opinionated descriptions and user-supplied tags allows users
to search and select books with new criteria. User reviews may reveal information
about plot, themes, characters, writing style, text density, comprehensiveness
and other aspects that are not described by professional metadata.</p>
      <p>In particular, the focus is on complex goal-oriented tasks as well as
nongoal oriented tasks. For traditional tasks such as known-item search, there are
e ective search systems based on access points via formal metadata (i.e. book
title, author name, publisher, year, etc). But even here user reviews and tags
may prove to have an important role.</p>
      <p>The long-term goal of the task is investigate user behaviour through a range
of user tasks and interfaces and to identify the role of di erent types of metadata
for di erent stages in the book search process. Research Questions</p>
      <p>For the Interactive task, the main research question is:
RQ : How do searchers use professional metadata and user-generated content
in book search?</p>
      <p>This can be broken down into a few more speci c questions:
RQ1 How should the UI combine professional and user-generated information?
RQ2 How should the UI adapt itself as the user progresses through their search
task?</p>
      <p>In this paper, we report on the setup and the results of the ISBS track. First,
in Section 2 lists the participating teams. The experimental setup of the task is
discussed in detail in Section 3 and the results in Section 4. We close in Section 5
with a summary and plans for 2015.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Participating Teams</title>
      <p>In this section we provide information on the participating teams. In Table 1 we
show which institutes participated in this Track and the number of users that
took part in their experiments.
3
3.1</p>
    </sec>
    <sec id="sec-3">
      <title>Experimental Setup</title>
      <sec id="sec-3-1">
        <title>Social Book Search</title>
        <p>The goal of the interactive Social Book Search (iSBS) track is to investigate how
searchers make use of and appreciate professional metadata and user-generated
content for book search on the Web and to develop interfaces that support
searchers through the various stages of their search task. The user has a
speci c information need against a background of personal tastes, interests and
previously seen books. Through social media, book descriptions are extended
far beyond what is traditionally stored in professional catalogues. Not only are
books described in the users' own vocabulary, but they are also reviewed and
discussed online, and added to online personal catalogues of individual readers.
This additional information is subjective and personal, and opens up
opportunities to aid users in searching for books in di erent ways that go beyond the
traditional editorial metadata based search scenarios, such as known-item and
subject search. For example, readers use many more aspects of books to help
them decide which book to read next (?), such as how engaging, fun, educational
or well-written a book is. In addition, readers leave a trail of rich information
about themselves in the form online pro les which contain personal catalogues
of the books they have read or want to read, personally assigned tags and ratings
for those books and social network connections to other readers. This results in
a search task that may require a di erent model than pure search (?) or pure
recommendation.</p>
        <p>The iSBS track investigates book requests and suggestions from the
LibraryThing (LT) discussion forums as a way to model book search in a social
environment. The discussions in these forums show that readers frequently turn to
others to get recommendations and tap into the collective knowledge of a group
of readers interested in the same topic.</p>
        <p>The track builds on the INEX Amazon/LibraryThing (A/LT) collection (?),
which contains 1.5 million book descriptions from Amazon, enriched with content
from LT. This collection contains both professional metadata and user-generated
content.4</p>
        <p>The records contain title information as well as a Dewey Decimal Classi
cation (DDC) code (for 61% of the books) and category and subject information
supplied by Amazon. We note that for a sample of Amazon records the subject
descriptors are noisy, with a number of inappropriately assigned descriptors that
seem unrelated to the books. Each book is identi ed by an ISBN. Since di erent
editions of the same work have di erent ISBNs, there can be multiple records for
4 This collection is a subset of a larger collection of 2.8 million description. The subset
contains all book description that have a cover image.
a single intellectual work. Each book record is an XML le with elds like isbn,
title, author, publisher, dimensions, numberofpages and publicationdate. Curated
metadata comes in the form of a Dewey Decimal Classi cation in the dewey
eld, Amazon subject headings in the subject eld, and Amazon category labels
in the browseNode elds. The social metadata from Amazon and LT is stored in
the tag, rating, and review elds.
3.2</p>
      </sec>
      <sec id="sec-3-2">
        <title>User Tasks</title>
        <p>Two tasks were created to investigate the impact of di erent task types on the
participants interactions with the interfaces and also the professional and
usergenerated book meta-data.</p>
        <p>The goal-oriented task was developed as a \simulated leisure task" (?), with
the topic derived from the LibraryThing collection. The LibraryThing collection
contains discussion fora in which users asked other users for advice on which
books to read for a given topic, question, or area of interest. From this list of
discussion topics, a discussion on \layman books for physics and mathematics"
was selected as the book collection contained a signi cant number of books on
the topic, it is a neutral topic, it provides guidance, but it is also su ciently
exible that participants can interpret it as needed. The following instruction
text was provided to participants:</p>
        <p>
          Imagine you are looking for some interesting physics and mathematics
books for a layperson. You have heard about the Feynman books but
you have never really read anything in this area. You would also like to
nd an "interesting facts" sort of book on mathematics
The non-goal task was developed based on the open-ended task us
          <xref ref-type="bibr" rid="ref14 ref15">ed in the
iCHiC task at CLEF 2013</xref>
          (?). The aim of this task is to investigate how users
interact with the system when they have no pre-de ned goal in a more exploratory
search context. It also allows the participants to bring their own goals or
subtasks to the experiment in line with the \simulated work task" ideas (?). The
following instruction text was provided to participants:
        </p>
        <p>Imagine you are waiting to meet a friend in a co ee shop or pub or the
airport or your o ce. While waiting, you come across this website and
explore it looking for any book that you nd interesting, or engaging or
relevant...
3.3</p>
      </sec>
      <sec id="sec-3-3">
        <title>Questionnaires</title>
        <p>The experiment was conducted using the SPIRE system5 (?), which uses a set
of question pages to acquire the following information:
5 Based on the Experiment Support System { https://bitbucket.org/mhall/
experiment-support-system
{ Consent { all participants had to con rm that they understood the tasks
they would be asked to undertake and the types of data collected in the
experiment. Participants also speci ed who had recruited them;
{ Demographics { the following factors were acquired in order to characterise
the participants: gender, age, achieved education level, current education
level, and employment status;
{ Culture { to quantify language and cultural in uences, the following
factors were collected: country of birth, country of residence, mother tongue,
primary language spoken at home, languages used to search the web;
{ Post-Task { in the post task questions, participants were asked to judge how
useful each of the interface components and meta-data parts that they had
used in the task were, using 5-point Likert-like scales;
{ Engagement { after participants had completed both tasks, they were asked
to complete O'Brien et al.'s (?) engagement scale.</p>
        <p>Figure 1 shows the path participants took through the 8 steps of the
experiment. The SPIRE system automatically rotated the task order to avoid ordering
biases.
3.4</p>
      </sec>
      <sec id="sec-3-4">
        <title>System and Interfaces</title>
        <p>The two tested interfaces (baseline and multi-stage) were both built using the
PyIRE6 workbench, which provides the required functionality for creating
interactive IR interfaces and logging all interactions between the participants and the
system. This includes any queries they enter, the books shown for the queries,
pagination, facets selected, books viewed in detail, meta-data facets viewed,
books added to the book-bag, and books-removed from the book-bag. All
logdata is automatically timestamped and linked to the participant and task.</p>
        <p>Both interfaces used a shared IR backend implemented using ElasticSearch7,
which provided free-text search, faceted search, and access to the individual
books complete meta-data.</p>
        <p>The baseline interface shown in gure 2 represents a standard web-search
interface, with the left column containing the task instructions, book-bag, and
search history and the main area showing the results. The book-bag resembles a
shopping-cart system and contained those books participants collected to
complete the task. Items added to the book bag could be viewed again and also be
removed from the book-bag if the participants felt that they did not need them
after all. The history panel at the bottom recorded all searches undertaken, to
6 Python interactive Information Retrieval Evaluation workbench { https://
bitbucket.org/mhall/pyire
7 ElasticSearch { http://www.elasticsearch.org/
enable easy re-running of queries. The main panel on the right contained the
search box and a paginated list of search results. The result listings contained
a thumbnail image, title, author(s), and aggregate review ratings, if there were
any reviews for the book.</p>
        <p>The item view shown in gure 3 was displayed once a book was selected from
the search results. The item view contained two distinct sets of information. The
left hand side was dedicated to professional meta data, including publisher, price,
isbn, published date, number of pages and a detailed description, followed by a
grid of similar books if any had been linked to the main book. The right-hand
side contained user generated content such as tags and customer reviews, where
each review consisted of a description and a 1-5 star rating.</p>
        <p>The multi-stage interface aims to support users by taking the di erent stages
of the search process into account. The idea behind the multi-stage interface
design is supported by two theoretical components.</p>
        <p>Firstly, several information search process models look at stages in the search
process. A well-known example is ?, who discovered \common patterns in users'
experience" during task performance. She developed a model consisting of six
stages, which describe users' evolving thoughts, feelings and actions in the
context of complex tasks. ? later summarized Kuhlthau's stages into three
categories (pre-focus, focus formulation, and post-focus), and points to the types
of information searched for in the di erent stages. Building on ?, the proposed
multi-stage search interface for ISBS includes three stages: Explore, focus, and
re ne. Secondly, when designing a new search interface for social book search
it has also been relevant to look more speci cally at the process of choosing a
book to read.</p>
        <p>A model of decision stages in book selection (?) identi es the following
decision stages: browse category, selecting, judging, sampling, and sustained reading.
This work supports the need for a user interface that takes the di erent search
and decision stages into account. However, the di erent stages in (?) closely
relate to a speci c full text digital library, and therefore the model was not
applicable to the present collection.</p>
        <p>The initial explore stage shown in Figure 4 aimed to support the initial
exploration of the data-set and contains a very similar feature set to the baseline,
including task instructions, search box, search restuls, book bag, and search
history. The two main di erences to the baseline interface were the navigation
bar that allows the participants to switch between the stages and the dense,
multi-column search results. The search results were shown in two columns with
each book showing only a title and review rating. Each column showed a di erent
faceted lter of the same query to allow for a wider overview of results to be
explored. The " lter options" allowed the participant to select what lter to
apply to each of the columns. Additionally the book-bag was extended to include
a note eld for each book, but this feature was not used heavily.</p>
        <p>Figure 5 shows the popup interface which is displayed when a book is selected
in the explore or re ne stage's search results. All of the book meta-data is
available via a tabbed structure, including the professional meta-data in the form</p>
        <p>Fig. 5. Multistage interface { item popup view.
of the description and publication data as well as the user generated content of
reviews and tags.</p>
        <p>The focus stage shown in Figure 6 supports in-depth searching and provides
detailed search results that directly include the full meta-data that in the other
stages is shown via a popup (Figure 5). A category lter was also provided in the
left column which provided a means to reduce and re ne the search results. In
the explore stage, the participant could choose to focus on one of the two result
columns, which would show the re ne view with that column's lter pre-selected.</p>
        <p>The re ne stage shown in Figure 7 supports the re ning of the nal list of
books the participants want to choose. It thus focuses on the books the user has</p>
        <p>Fig. 7. Multistage interface { re ne view.
already added to their book-bag and this stage cannot be entered until at least
one book has been added to the book-bag.</p>
        <p>The search feature is a lot less prevalent in this interface and is con ned to
the left column with minimal result details shown. The quer, lters, and results
are the same as on the focus stage. Directly underneath the results is the similar
books panel, which shows all books that are de ned as similar to any of the books
in the book-bag, in order to support the participant in augmenting their list of
collected books. When a book in the book-bag has similar books a button is
shown above the book title which highlights that book's similar books in yellow
and raises them to the top of the similar books list. The book-bag lls the rest
of the interface and works as it does on the other pages but provides more detail
per book.
3.5</p>
      </sec>
      <sec id="sec-3-5">
        <title>Participants</title>
        <p>A total of 41 participants were recruited (see Table 1), 27 female and 14 male.
16 were between 18 and 25, 21 between 26 and 35, 3 between 36 and 45, and
1 between 46 and 55. 9 were in employment and 32 were students. Participants
came from 8 di erent countries including Germany, Denmark, UK, the
Netherlands, Colombia, Brazil, Romania, and Suriname. Participants mother tongues
included German, Dutch, English, Danish, Romanian, Farsian or Portuguese.
The majority of participants executed the tasks at a lab (29), only 12 users
conducted the experiment remotely. 22 participants used the novel multi-stage
interface, while 19 used the baseline interface.
3.6</p>
      </sec>
      <sec id="sec-3-6">
        <title>Procedure</title>
        <p>Participants were invited by the individual teams, either using e-mail (Aalborg,
Amsterdam) or by recruiting students from a lecture or lab (Edge Hill,
Humboldt). Where participants were invited by e-mail, the e-mail contained a link
to the online experiment, which would open in the participant's browser. Where
participants were recruited in a lecture or lab, the experiment URL was
distributed using e-learning platforms. All browsers and operating systems had
been tested and worked, with the exception of Safari and Chrome on OS X,
where there was a con ict caused by the security certi cate, which was outside
of our control.</p>
        <p>After participants had completed the experiment as outlined above (3.3),
they were provided with additional information on the tasks they had
completed and with contact information, should they wish to learn more about the
experiment. Where participants that completed the experiment in a lab, teams
were able to conduct their own post-experiment process, which mostly focused
on gathering additional feedback on the system from the participants.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Results</title>
      <p>Based on the participant responses and log data we have aggregated summary
statistics for a number of basic performance metrics.</p>
      <p>Session length was measured automatically using JavaScript and stored with
the participants' responses. Table 2 shows median and inter-quartile ranges for
all interface and task combinations. While the results seem to indicate that
participants spent longer in the baseline interface and also longer on the
goaloriented task, the di erences are not statistically signi cant(Wilcoxon
signedrank test). Interestingly, for the non-goal task, the median times are roughly
similar to the session lengths in the iCHiC experiment that the task was taken
from ?. This might indicate that that is the approximate time that participants
can be expected to spend on any kind of open-ended leisure-task.
Number of queries was extracted from the log-data. In both interfaces it was
possible to issue queries by typing keywords into the search box or by clicking
on a meta-data eld to search for other books with that meta-data eld value.
Both types of query have been aggregated and Table 3 shows the number of
queries for each interface and task. The results are in line with the session length
results, with participants executing slightly more queries in the goal-oriented
task (Wilcoxon rank-sum test p &lt; 0:05). However, the interface did not have a
signi cant impact on the number of queries executed.
Number of books viewed was extracted from the log-data. Table 4 shows
the results. Participants viewed fewer books in the non-goal task (Wilcoxon
rank-sum test p &lt; 0:05), which was to be expected considering that they also
executed less queries and spent less time on the task. As with the number of
queries the number of books viewed is not signi cantly in uenced by the interface
participants used.
Number of books collected was extracted from the log-data. Participants
collected those books that they felt were of use to them. The numbers reported
in Table 5 are based on the number of books participants had in their book-bag
when they completed the session, not the total number of books collected over
the course of their session, as participants could always remove books from their
book-bag in the course of the session, as participants could always remove books
from their book-bag in the course of the session.</p>
      <p>Unlike the other metrics, where the interface had no signi cant in uence on
the metric, in the non-goal task, participants collected signi cantly more books
using the multi-stage interface than with the baseline interface. Considering that
there are no signi cant interface e ects for the non-goal task in any of the other
metrics and that there is no signi cant di erence in the goal-oriented task, this
strongly suggests that the multi-stage interface provides a bene t to open-ended
leisure tasks, while at the same time working just as well as the baseline interface
for more focused tasks.
5</p>
    </sec>
    <sec id="sec-5">
      <title>Conclusions and Plans</title>
      <p>This was the rst year of the Interactive Social Book Search Track. Because of
time constraints, the data-gathering period was short and only a small number
of users participated in the study. However, their data provides valuable lessons
for the future.</p>
      <p>Plans for the next year are to make improvements to the interfaces based
on user feedback and to run a full data-gathering phase to get user data from a
much larger group of participants.</p>
    </sec>
  </body>
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