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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>OpenMathMap: Interaction</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Carmela Acevedo</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Michael Kohlhase</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Jacobs University Bremen</institution>
        </aff>
      </contrib-group>
      <abstract>
        <p>Mathematics is a fast growing discipline where an average of 120 thousand papers are published per year. We seek to provide better interfaces to interact with this huge collection of documents. To study new techniques that allow users to intuitively assess and interact with mathematical publication collections we use OpenMathMap (OMM) { a computer-generated map which represents Mathematical Subject Classi cations (MSC) class as \countries", \states", and \cities". We present a platform that allows to build interactions with semantical meta-data based on OMM and show a variety of information services taking advantage of the semantic and hierarchical properties of the dataset at hand. We evaluate the platform to determine how successful the map is as an intuitive complement for search. The map proved to be a useful interface for interacting with and understanding the results that were being displayed.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>We currently live in the times of big data. It has become a great challenge for
humans to discern information that interests them. Currently the most common
tool for going through a large amount of data are search engines. These systems
provide results organized by how relevant they are without considering the
relationship between them. Grouping the results by a common topic could guide
the users to interpret them and provide an overview of the underlying structure
of the information.</p>
      <p>Organizing search results brings two challenges to the surface. One of them is
how to organize objects hierarchically in a way that provides a better overview
of the entire set of search than by listing them individually. The second challenge
is to visualize and display this information so that it is intuitive enough to guide
the user to discover new connections between results by diving into a topic of
interest. Maps could be a potential answer to these problems. People are familiar
with maps from a young age. We learn how to read and navigate them. They
display the geographical world in a global, hierarchical way and at the same
time help us comprehend our surroundings. Having global and local information
simultaneously provides the information context. We will investigate whether a
map can provide a hierarchical overview of non-geographical information that
would promote discovery and investigation.</p>
      <p>In the last fteen years there have been an average of more than 120 thousand
publications in mathematics per year [Zen13a]. The last version of the
Mathematical Subject Classi cation (MSC [MSC12]) has been decided upon jointly
between Mathematical Reviews (MR) and Zentralblatt fur Mathematik (Zbl).
All publications have been assigned a main MSC class they belong to and a
number of secondary classes related to it. With this information a map of
mathematics was generated. This is a good opportunity to research the possibility of
using this map to retrieve information related to these publications. The
OpenMathMap contains all rst and second level MSC classes while showing how
they relate to each other[DKL13; DK13; Dor13]. We seek to take advantage of
the fact that two classes that are close to each other contain publications that
are related. This interactive platform could serve as an overview for users to
navigate and discover information.</p>
      <p>We will study the use of the interactive map as a tool for a semantic approach
to search. To illustrate this we consider the scenario of a student that is undecided
as to what to focus on later on in her career in mathematics. She wants to be able
to narrow down her choices to a handful. For this she needs information about
which areas are thriving at the moment, what they are about and which authors
are active in them. We will evaluate how integrating interactive features to the
map facilitate information retrieval in order to answer these speci c questions.
Finally, we prove that by using maps for search the user gains more information
about the global topic and at the same time nds answer more easily. The current
state of the map and further information can be found at http://map.mathweb.
org.
2</p>
    </sec>
    <sec id="sec-2">
      <title>State of the art</title>
      <p>A similar attempt to Rusin's is done by the OpenMathMap project. It uses
the Zentralblatt dataset to display all of the MSC classes including their
similarity and amount of publications.
3</p>
    </sec>
    <sec id="sec-3">
      <title>Preliminaries</title>
      <p>In the scope of this project we are dealing with mathematical publications. All
the data was provided by Zentralblatt and it was later put together into one
cohesive system with the aid of mapping tools.</p>
      <p>Zentralblatt is a service that provides reviews and publication content from
pure and applied mathematics [Wik13; Zen13b]. It contains a comprehensive
database of all mathematical publications dating from 1755 which contains more
than 3 million bibliographical entries. In order to keep an organized structure of
these publications they have decided upon a Mathematical Subject Classi
cation jointly with the Americans Mathematical Society's Mathematical Review.
Each published paper is given a primary MSC class and several accompanying
secondary classes.</p>
      <p>Zentralblatt's portal provides the opportunity to search their database.
However, this search does not take advantage of the relationship between its results.
We are seeking to provide an interface that will give a visualization of such
results.
4</p>
    </sec>
    <sec id="sec-4">
      <title>Scenario and Use Cases</title>
      <p>We will focus our research on one speci c scenario from which we develop three
use cases. The goal is to evaluate whether a map is a viable search tool.
4.1</p>
      <sec id="sec-4-1">
        <title>Scenario</title>
        <p>We consider a mathematics student, Stephanie. She is looking to nd more
information about the master's programs she is admitted to. There is a set of
subjects she would like to study but she wants to know which is the most current.
Since she is very interested in research she wants to know how these places rank
in publications. It is important for her that the respective departments and their
authors are active in the topics she wants to focus on.</p>
        <p>From this scenario we extract three use cases that we will be focusing on:
4.2</p>
      </sec>
      <sec id="sec-4-2">
        <title>Current Areas of Mathematics</title>
        <p>She wants to know which areas of mathematics are publishing the most in the
past years. The OpenMathMap provides the backbone to display all of this
information at once. We will solve this problem by providing an overlay to the
map that shows how active areas of mathematics currently are.
4.3</p>
      </sec>
      <sec id="sec-4-3">
        <title>Relevant author's information</title>
        <p>The map can be used to provide author's information in a similar way as before.
By providing an overlay to the map that displays this information she could look
at it all at once and analyze it better.
4.4</p>
      </sec>
      <sec id="sec-4-4">
        <title>Result ltering using semantic information</title>
        <p>To investigate about the topics she is interested in she searches for publications.
The results of a search can be displayed on the map to show a general distribution
of them. Knowing the geographical location of the classes can further help lter
results that are of special interest.
5</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>Use cases implementation</title>
      <p>In order to reach a platform that provides the mentioned use cases we have to
start by developing some basic services.</p>
      <p>We started with a tile map being served by a Javascript framework [Lea14].
We obtain the OpenStreetMap (OSM) [OSM14] XML le that was used to
generate the map. This le contained all the countries' boundaries and is uploaded
to a geometrical database (PostGIS) [Pos14]. This database provides tools for
nding the intersection between two points and the centroid of a polygon which
are extensively used later. At the current state of the system it is enough to
generate a new OSM le and upload it to the database in order to reuse it for
a newly generated map. This database also contains information about MSC
classes and authors obtained from the Zentralblatt dataset.</p>
      <p>After having this available and being served by a framework (Django in this
case) we create navigation opportunities for the user. The user can click a point
to know which country it belongs to. Searching can also be done under the
following categories: author, class and formula or text in a paper's abstract.</p>
      <p>Search results from all these modes result in markers appearing on the map.
Each marker when clicked launches a popup with the title of the marker and a
link to the Zentralblatt page displaying the result. These markers are positioned
in the centroid of the class they belong to.</p>
      <p>The information provided by the search is retrieved from the database in all
cases except of the formula search. In this case we use a service provided by
Zentralblatt which allows for the search of formula's in LATEXformat and text in
abstracts or titles of publications.</p>
      <p>To show the current areas of mathematics (4.2) we use an overlay on the
map. The coloring provides an extra degree to the map with more information.
Values are interpolated between red (`#ff000') and yellow (`#ffff00') mapped
between 0 and 100 respectively. The number that is provided for each class is
something that we had to investigate. It was necessary to narrow down the
information about the year of publication in each class to a single number.</p>
      <p>We have to pick a value that is related to the change in publication behavior
over time. At rst we picked the average year of publication per class. This,
(a) Normalizing with maximum</p>
      <p>(b) Normalizing without outliers
however, could have the problem that classes with very di erent behavior had the
same average. Then we tried to use the maximum which did not provide enough
di erent values. Finally we decided on comparing the amount of publications that
have occurred in a class during the last 5 years with the rest of the publications.
We calculate the percentage that this amount represents which o ers an insight
on how active this class is compared to the past.</p>
      <p>Since we scale all values between the minimum and the maximum outliers are
a problem, concentrating values in the mid range. Because of this we disregard
them and color them as either the minimum or the maximum (Fig. 2)</p>
      <p>A single marker symbolizing an author is not enough to encode their
trajectory throughout time (4.3). We are already positioning the marker on the class
for which the author has contributed the most. Each author can display two
di erent overlays.</p>
      <p>The \Classes" overlay is meant to provide an understanding of which classes
this author has published in. We create an overlay over the classes this author
published under. Classes with a high value are encoded yellow and red those
with a low value interpolating everything in between.</p>
      <p>The \Timeline" overlay seeks to o er a timeline for the author's work. This is
similar to the rst use case where we try to display the progress of the classes over
time. This case is simpler since most authors do not have many publications. In
this case the average does o er a meaningful intuition of the authors publication
behavior. Commonly there also are no outliers because authors publish during
their active careers which is a short window of time.</p>
      <p>When searching results appear all over the map. Our user is only interested
in her top MSC classes and hence would like to lter the results (4.4). Since
there are potentially a lot of results a solution that lets the user pick markers
individually is not viable. We also want to take advantage of the fact that similar
classes are geographically near in the map. After obtaining the results a tool can
be o ered. This tool will let the user draw on top of the map. This will generate
a layer with geometrical objects that encapsulate the desired results. After a
subset of the results has been selected they can con rm their selection and only
the selected ones would remain on the map. This is done by going through all
the markers and checking if they are inside one of the drawn polygons. Since
the map can only display a limited amount of information we o er a link to the
Zentralblatt site with information about all the individual results. This link is
updated throughout the ltering process to refer only to the relevant markers.
(a) Markers.</p>
      <p>(b) Marker expansion.</p>
      <p>(c) Marker popup.</p>
      <p>Fig. 4: Marker overview.</p>
    </sec>
    <sec id="sec-6">
      <title>User Interface</title>
      <p>In order to have all of these features we need an interface for the user to interact
with the map. There are several components that need to be created to support
all of the use cases. They are afterwards integrated to provide all of the desired
interaction.</p>
      <p>The map is displayed by the Lea et service which provides zooming from
previously generated tile images of the map.</p>
      <p>A search bar has been placed on the top left corner of the actual map area
(Fig. 3). This integrates it and informs the user that the search results will be
in the scope of the map. A mode is selected by placing a shortcut followed by a
\:" in front of the query. For example \a: Carmela Acevedo" will search for an
author named \Carmela Acevedo".</p>
      <p>The results are displayed as markers on the map (Fig. 4a). Clicking on
overlapping markers displays all of them in a circle. In this way markers can maintain
their position while the user has the ability to navigate them all (Fig. 4b). All
markers have a popup containing the title of the respective object and a link to
Zentralblatt with the speci c results data (Fig. 4c).</p>
      <p>(a) Class timeline with legend
(b) Legend for speci c class on hover.</p>
      <p>Fig. 5: Timeline.
(a) Author popup.
(b) Author classes.</p>
      <p>For the current areas of
mathematics use case (4.2) we provide a
button \Class timeline" which
generates the country overlay (Fig. 3).
Below the search there is a HTML div
containing a legend for the overlay
(Fig. 5a). Whenever a user hovers over
a country it is updated to contain
speci c information about the respective
country. This helps to better
understand the colors and provides exact
information to the user (Fig. 5b).</p>
      <p>To provide more information about
the author (4.3) we use overlays that Fig. 7: Filtering toolbar.
can be visualized by clicking one of
the two buttons in their marker popup. Each button prompts the appearance of
(a) Map with results.</p>
      <p>(b) Drawn circle.
(c) Filtered markers.
a respective overlay. This is done in the exact same way as in the general case
also with a legend for extra information (Fig. 6).</p>
      <p>When a search that requires ltering (4.4) is performed we add an extra
toolbar to the map below the information area. It contains four buttons: draw,
edit, remove and con rm (Fig. 7). These buttons contain hover states to guide
the user. After obtaining results users can draw circles around markers they
desire to keep. By con rming they obtain only the selected results (Fig. 8).
7</p>
    </sec>
    <sec id="sec-7">
      <title>Evaluation</title>
      <p>7.1</p>
      <sec id="sec-7-1">
        <title>Methods</title>
        <p>In order to determine if this system is a successful aid for searching an evaluation
was performed. This process sought to compare the present solution to previously
existing systems.</p>
        <p>The system was evaluated ve mathematically inclined university students in
the process of obtaining either an undergraduate or graduate degree. After a
given time to get familiar with the system they were asked to perform three
tasks both in the map and the Zentralblatt search portal. The tasks were:
1. Find the most currently active class.
2. Find a speci c author and describe their publishing behavior.
3. Search for a formula and obtain results in one speci c class.</p>
        <p>They nally lled out a survey comparing the ease for obtaining information
in both systems.
All the participants grasped the concept of the map during the beginning of
the evaluation and worked diligently through the tasks [Ace14]. They found the
map to be a useful metaphor to display the information with. After having the
results and data available on the map they were able to successfully analyze it
and understand how results were related to each other.</p>
        <p>Participants considered that the overlays providing extra information were
very useful. Filtering results was rated to be easier on the map than on the
Zentralblatt search. Users did have technical problems with speci c tools and
buttons that hindered at moments their possibility of obtaining results.
There were some technical problems related to the implementation of the system.
Users could not easily nd buttons which was related to the fact that they were
outside of their eld of vision (the map) and too small. The ltering tool seemed
too complicated because it demanded too many steps.</p>
        <p>We can consider that the use of the map to display the information was
successful. Users were able to understand it and moreover they were able to
draw conclusions from it. Objects that were displayed in the map were quickly
interpreted by the participants. This shows us how useful the map can be in
hierarchical search scenarios where results have a semantical relation.
8</p>
      </sec>
    </sec>
    <sec id="sec-8">
      <title>Conclusions and Future Work</title>
      <p>In this project we have investigated the potential of maps as search tools for
large hierarchical information databases. For this we developed a framework that
enables users to interactively perform three search tasks: obtain general
information about the current developments in mathematical publications, nd elds
of interest of particular authors and lter results according to their semantical
relations. We have evaluated this framework on ve users and concluded that
our tool is more helpful to answer these questions than typical search engines.
Therefore we prove that maps are a useful search tool because they provide an
overview of a topic while letting users investigate areas without losing track of
the big picture. The best tools to facilitate hierarchical interactive search are yet
to be found.</p>
      <p>To improve the map and provide more interaction possibilities, queries should
be able to be combined and compared in order to provide more speci c results.
We are currently not fully taking advantage of the hierarchical nature of the map.
A new map could be generated that displays further levels and even individual
objects. The map could also be integrated with previous search systems, such
as the Zentralblatt search, to complement each other. Finally, new maps should
be used with the existing framework in order to evaluate whether the results are
related to the map or the interactive framework component.</p>
      <p>Acknowledgements Work on the concepts presented here has been partially
supported by the Leibniz association under grant SAW-2012-FIZ KA-2. We are
indebted to Wolfram Sperber from ZBMath for support with the data and to
Jan Wilken Dorrie and Andrea Kohlhase for insightful discussions.</p>
    </sec>
  </body>
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