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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Boolean Queries for News Monitoring: Suggesting new query terms to expert users</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Topic Products the News</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>Suzan Verberne Radboud University Nijmegen</institution>
          ,
          <country country="NL">the Netherlands</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Thymen Wabeke TNO The Hague, the Netherlands Rianne Kaptein TNO The Hague</institution>
          ,
          <country country="NL">the Netherlands</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2016</year>
      </pub-date>
      <abstract>
        <p>In this paper, we evaluate query suggestion for Boolean queries in a news monitoring system. Users of this system receive news articles that match their running query on a daily basis. Because the news for a topic continuously changes, the queries need regular updating. We rst investigated the users' working process through interviews and then evaluated multiple query suggestion methods based on pseudo-relevance feedback. The best performing method generates at least one relevant term among 5 suggestions for 25% of the searches. We found that expert users of news retrieval software are critical in their selection of query terms. Nevertheless, they judged the demo application as clear and potentially useful in their work.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>Diversity
their work. An organization typically monitors
multiple topics. For monitoring the news for a user-de ned
topic, LexisNexis Publisher takes a Boolean query as
input, together with a selection of news sources and
a date range. Two example queries can be found in
Table 1.</p>
      <p>Interviews with users of LexisNexis Publisher
indicate that noise in the set of retrieved documents
is not very problematic because the user has the
option to disregard irrelevant documents in the selection,
thereby controlling precision. Recall is more di cult
to control because the user does not know the
documents that were not found. For the user, it is
important that no relevant news stories are missed.
Therefore, the query needs to be extended when there are
changes to the topic. This can happen when new
terminology becomes relevant for the topic (e.g. `wolf'
for the topic `biodiversity'), when there is a new
stakeholder (e.g. the name of the new minister of economic
a airs for the topic `industry and ICT') or when new
geographical names are relevant to the topic (e.g.
`Lesbos' for the topic `refugees'). The goal of the current
work is to support users of news monitoring
applications by providing them with suggestions for new
query terms in order to retrieve more relevant news
articles.</p>
      <p>Our intuition is that documents that are relevant
but not retrieved for the current query have
similarities with the documents that are retrieved for the
current query. Therefore, our approach to query
suggestion is to generate candidate query terms from the set
of retrieved documents.</p>
      <p>In this paper, we present the results of a user study
in which we evaluate our methodology for query term
suggestion with 9 expert users of LexisNexis Publisher.
We rst conducted interviews with the users to collect
their wishes and needs. Then we developed a demo
application for news retrieval with query term suggestion
functionality. We used this application to evaluate our
approach and compare 12 di erent methods for query
term suggestion.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Related work</title>
      <p>
        The task of spotting novel terms in a news stream
is related to research on topic detection and tracking
(TDT) which has its roots in the 1990s [
        <xref ref-type="bibr" rid="ref1 ref2">2, 1</xref>
        ]. TDT
aims to automatically detect new topics or events in
temporally-ordered news streams, and to nd new
stories on already known topics. The functionality of
LexisNexis Publisher is related to news tracking in TDT:
the topic is given (in the form of a query) and the tool
is expected to nd relevant new stories in the news
stream [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. More recent work on TDT is directed
at topic tracking in microblog data (Twitter) [
        <xref ref-type="bibr" rid="ref10 ref5">10, 5</xref>
        ].
Microblog data, like news data, is temporally ordered
data that continuously changes.
      </p>
      <p>
        Our approach to query suggestion { generating
candidate query terms from the set of retrieved
documents { is related to pseudo-relevance feedback [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ],
a method for query expansion that assumes that
the top-k retrieved documents are relevant,
extracting terms from those documents and adding them to
the query. Pseudo-relevance feedback has been
applied to microblog retrieval, expanding the user query
with related terms from retrieved posts to improve
recall [
        <xref ref-type="bibr" rid="ref6 ref8">6, 8</xref>
        ]. It is important to take into account that the
language use around a topic continuously evolves when
selecting terms from Twitter and news data. One
option is to give a higher score to terms that are
temporally closer to query time [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. Our approach to query
term suggestion is related to this idea: we aim to nd
the terms that are prominent in the most recent news
articles on a topic.
      </p>
      <p>There are two key di erences between
pseudorelevance feedback and our approach: First, instead
of adding terms blindly, we provide the user with
suggestions for query adaptation. Second, we deal with
Boolean queries, which implies that we do not have a
relevance ranking of documents to extract terms from.
This means that the premise of `pseudo-relevance' may
be weak for the set of retrieved documents.
3</p>
    </sec>
    <sec id="sec-3">
      <title>Interviews with expert users</title>
      <p>We conducted interviews with three experienced users
of LexisNexis Publisher to get to know their way of
working, their priorities and their wishes for query
assistance. The following paragraphs summarize the
insights obtained during these interviews.</p>
      <p>Way of working. Queries are not changed
frequently; most attention is paid to the initial query.
Formulating this query takes several hours up to a
whole day. Query constructions with Boolean
operators are often re-used, for example to exclude speci c
sources or newspaper sections. If a query gives too
much noise, exclusions are added (using the `NOT'
operator). If a query gives too few results, new terms
are added (with the `OR' operator). Changes that are
made a later stage are often changes in person and
place names. Some customers have di culties
formulating good Boolean queries. These customers make
use of information specialist at LexisNexis to
formulate their queries.</p>
      <p>Priorities. The experts we interviewed use
LexisNexis Publisher to create newsletters for their
organization. Typically, they review all the retrieved articles
before deciding which are included in the newsletter.
This selection is based on redundancy and relevance;
in case of overlapping news articles, the longest story
from the most reliable source is selected. This is done
manually, as it allows users to control the precision of
the news articles included in the newsletter. The users
indicate that for this reason, it is especially important
that no relevant documents are missed by the search.
Noise in the result set is not so much an issue; if half of
the retrieved articles is relevant, the users are satis ed.</p>
      <p>Wishes for query assistance. Users indicate
that assistance in query formulation could be helpful,
not only when adapting existing queries, but especially
when formulating new queries. The users mention
assistance in the form of: (a) suggestions of new query
terms; (b) suggestions for deleting query terms that
give too much noise; (c) suggestions for deleting query
terms that give very few results. Of these three tasks,
we concentrated on the rst: suggesting potential new
query terms. One requirement posed by the users is
that the user still has full control over the query. Terms
should not be added blindly, but be presented as
suggestions.</p>
    </sec>
    <sec id="sec-4">
      <title>Methodology</title>
      <p>Our approach to query suggestion is to generate
candidate query terms from the set of retrieved documents.2
The central methodology needed for generating terms
from a document collection is term scoring; each
candidate term from the document collection is assigned
a score that allows for selecting the best { most
descriptive { terms. The term scoring methods that we
use are de ned below.</p>
      <p>Problem de nition. We have a text collection D
(the `foreground collection') consisting of one or more
documents. Our goal is to generate a list of terms T
with for each t 2 T a score that indicates how
descriptive t is for D. Each t is a sequence of n non-stopwords;
we use n = f1; 2; 3g in our experiments.</p>
      <p>In most term scoring methods, descriptiveness is
determined by comparing the relative frequency of t in
the foreground collection D to the relative frequency
of t in a background collection. For a given Boolean
query, we retrieve the result set Rrecent, which is the
set of articles published in the last 30 days, and the
result set Rolder, which is the set of articles published
60 to 30 days ago.</p>
      <sec id="sec-4-1">
        <title>Methods for generating descriptive terms.</title>
        <p>We compare three methods for generating the most
relevant query terms (see Figure 1 for a schematic
overview):
A. Return the top-k terms from T1, generated using
Rrecent as the foreground collection and a generic
news corpus as background collection;3
B. Return the top-k terms from T2, generated
using Rrecent as foreground collection and Rolder as
background collection;
C. First generate T3, using Rolder as foreground
collection and the generic news corpus as background
collection. Then return the top-k terms from the
set ft : t 2 T1 ^ t 2= T3g (all terms from T1 that
are not in T3).</p>
      </sec>
      <sec id="sec-4-2">
        <title>Term scoring algorithms. We implemented four</title>
        <p>
          di erent term scoring algorithms from the literature
that we compare for the task of generating potential
query terms from the set of retrieved documents:
Parsimonious Language Models (PLM) [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ],
designed for creating document models in
Information Retrieval. In PLM, the term frequency for
each t in D is weighted with the frequency of t in
the background collection using an
expectationmaximization algorithm;
Kullback-Leibler divergence for informativeness
and phraseness (KLIP) [
          <xref ref-type="bibr" rid="ref12">12</xref>
          ]. Informativeness is
2A query term may consist of multiple words.
        </p>
        <p>
          3We used the newspaper section from the Dutch
SoNaRcorpus [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ], 50 Million words in total. Available at
http://tstcentrale.org/producten/corpora/sonar-corpus/6-85
Generic corpus of Dutch newspapers
        </p>
        <p>T1
News for topic
of last 30 days</p>
        <p>T2</p>
        <p>T3
News for topic
30-60 days ago</p>
        <p>
          determined by comparing the relative frequency
of t in D to the relative frequency of t in the
background collection. Phraseness is determined
by comparing the frequency of t as a whole to the
frequencies of the unigram that the n-gram t is
composed of; Informativeness of t and Phraseness
of t are summed to obtain a relevance score for t.
Frequency pro ling (FP) [
          <xref ref-type="bibr" rid="ref11">11</xref>
          ], designed for
contrasting two separate corpora. This method uses
a log-likelihood function based on expected and
observed frequencies of a term in both corpora
(the foreground and background collections);
Co-occurrence Based 2 (CB) [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ], which
determines the relevance of t in the foreground
collection by the distribution of co-occurences of t with
frequent terms in the collection itself. The
rationale of this method is that no background
corpus is needed because the set of most frequent
terms from the foreground collection serves as
background corpus.
        </p>
        <p>For one query and the corresponding retrieved
documents, we generate twelve lists of potential query
terms: three di erent approaches (A{C) with four
term scoring algorithms.
5</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>Experiment and results</title>
      <p>We collected feedback from expert users of LexisNexis
Publisher to determine the best method for
generating term suggestions. For this purpose, we developed
an external demo application for news retrieval from
the LexisNexis collection that includes query term
suggestion functionality. Note that the query term
suggestion functionality was not integrated in the
existing LexisNexis search interface, but implemented as a
standalone web application. Figure 5 shows a
screenshot of the demo application.4 The user interface is in
Dutch. In the top part of the screen (`Zoekopdracht
bewerken' { `Edit search'), the user sees the current
query and the results (`Resultaten') retrieved for that
query. In total, 1110 results were retrieved for this
query. In the bottom part of the screen (`Query
aanpassen' { `Adapt query'), the user sees a list of term
suggestions. This example illustrates the nal
functionality, in which only the 5 suggestions by the best
performing method are shown. In the experimental
setting, the user saw a pool of 10{25 terms from
different methods.
5.1</p>
      <sec id="sec-5-1">
        <title>Evaluation design</title>
        <p>The query suggestion software was evaluated by 9
individual users of LexisNexis Publisher. A 2-hour
eval4A video demonstrating the demo application can be viewed
here: https://youtu.be/4yIYpvHVugQ
uation session was organized for each participant. The
interviews described in Section 3 revealed that queries
change more frequently when they are novel.
Therefore, each participant was asked to perform two di
erent tasks with the assistance of our demo application
during the evaluation session. In the rst task, the
participant is asked to update a query that is already
being used by his company. In the second task, the
participant designs a new query for a topic of which
they received a short topic description.</p>
        <p>The initial (existing or new) Boolean query is issued
in LexisNexis Publisher through its API, searching in
Dutch newspapers of the last 60 days (the maximum
posed by the API). The titles and abstracts of the
matching news articles are shown in a result list (in
chronological order) and a list of query term
suggestions is presented. The participant reviews the set of
retrieved documents and improves the query by adding
and/or removing terms, optionally using a term from
the suggestions. Subsequently, the updated query is
issued and the query can be improved again. In both
tasks, the participant was asked to review and update
the query up to a maximum of ve iterations. After the
complete evaluation session, the participants lled in
a post-experiment questionnaire, in which they could
provide additional comments.
5.2</p>
      </sec>
      <sec id="sec-5-2">
        <title>Data</title>
        <p>The participants issued 83 searches in total. The
Boolean queries are long: 45 terms on average. Terms
can be single words or phrases (multi-word terms), and
they are combined with Boolean operators. We used
the LexisNexis Publisher API to retrieve documents
(news articles) published in the last 60 days. On
average, 1; 031 documents were retrieved per query (ranked
by date), with an average length of 63 words. The
short document length is caused by the API allowing
us to extract only the summary of the news article,
not the full text. This means that the size of the
subcollection from which potential new query terms are
extracted for a query is on average 1; 031 63 = 64; 953
words.</p>
        <p>We created a pool of terms from the 12 (3
approaches * 4 term scoring algorithms) term lists per
topic. We assume that in a real application, the query
suggestion software would show ve candidate terms
to the user, and we want to be able to evaluate these
5 suggestions for each method. Therefore, the top 5
terms from each term list were added to the pool. The
maximum number of terms in a pool is 60 (12*5) but
in reality there is quite some overlap: the number of
terms per pool is between 10 and 25. For each query,
the participants were presented with this pool of 10{25
terms. The terms were ranked by the number of top-5
lists they appear in: the terms that were extracted by
most methods were ranked on top of the pool.
5.3</p>
      </sec>
      <sec id="sec-5-3">
        <title>Experimental Results</title>
        <p>The selection of query terms and the relevance
judgments for the suggested terms in the pool allow us to
evaluate and compare the methods. For each method,
we have judgments for the 5 highest scoring terms.
We count how often one of these terms was selected
by a participant, and how often at least one of these
terms received a relevance rating of at least 4. The
results are in Table 2 and Table 3. The results for the
best performing methods (method A with either FP
or KLIP as term scoring algorithm, or method C with
KLIP) are marked with boldface in the tables. With
these methods, participants selected a term from the
top-5 suggestions for 13% of the searches, and judged
at least one term from the top-5 suggestions as
relevant (relevance score &gt;= 4) for 25% of the searches.
The average rating given to the terms in the pool was
low: 1.36 on a 5-point scale.</p>
        <p>Further analysis of the results showed that the term
suggestions were noisy because the sets of retrieved
documents are noisy. The Boolean queries return a
large set of documents (more than a thousand on
average for the last 60 days), without any relevance
ranking. The interviews with the users indicated that this
is not a problem for the users (because they lter the
news items for the newsletter), but it turns out to
be a problem for the extraction of relevant terms. In
other words, the premise of `pseudo-relevance' does not
hold for Boolean retrieval, and this hurts the quality of
query term suggestion based on retrieved documents.
5.4</p>
      </sec>
      <sec id="sec-5-4">
        <title>Qualitative feedback</title>
        <p>In the post-experiment questionnaire, participants
indicated that the demo application was clear and
intuitive (median score of 4 on a 5-point scale for the
statement `the web application is clear'). Half of the
participants would be interested in using the tool.
However, they felt that the quality of the terms should be
improved for the application to be really useful.
Suggestions that were provided by the users included:
Do not to suggest terms that are already covered
by wildcards in the query. We improved this in
the nal version of the demo application.</p>
        <p>Terms that occur in important parts of the text
should be more relevant. In fact, this was already
taken into account because the API only allowed
us to access the abstracts of the documents.
Multi-word terms should not be suggested. This
comment appeared to be in contrast with the
users' term selections: of the selected terms by
the users (15), the majority (12) are multi-words.
Add suggestions for the use of Boolean operators.
This was beyond the scope of the current project,
which focused on term suggestion.
6</p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>Conclusions</title>
      <p>The results of our user experiment show that with the
best performing method, participants selected a term
from the top-5 suggestion list for 13% of the topics,
and judged at least one term as relevant for 25% of
the topics. Inspection of the results and the post-task
questionnaire revealed that the term suggestions are
noisy, mainly because the set of retrieved documents
for the Boolean query is noisy. We expect that the use
of relevance ranking instead of Boolean retrieval, and
a post- ltering for noisy terms, will give better user
satisfaction.</p>
      <p>
        The relevance judgments for the suggested terms
are low compared to another application area for term
extraction that we addressed in previous work with
the same methodology, namely author pro ling [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ].
This can partly be explained by the noise in the set
of retrieved documents (irrelevant documents lead to
irrelevant terms), but may also be caused by expert
users of news retrieval software being critical in their
selection of query terms. This shows that it is
valuable to evaluate query suggestion technology with real
users.
      </p>
    </sec>
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