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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>On Measuring Learning in Search: A Position Paper</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Luanne Freund</string-name>
          <email>luanne.freund@ubc.ca</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Samuel Dodson Rick Kopak</string-name>
          <email>r.kopak@ubc.ca</email>
          <email>samuel.dodson@alumni.ubc.ca</email>
          <email>samuel.dodson@alumni.ubc.ca r.kopak@ubc.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>iSchool iSchool, University of British Columbia University of British Columbia</institution>
          ,
          <addr-line>Vancouver, BC Canada Vancouver, BC</addr-line>
          <country country="CA">Canada</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>iSchool, University of British Columbia</institution>
          ,
          <addr-line>Vancouver, BC</addr-line>
          <country country="CA">Canada</country>
        </aff>
      </contrib-group>
      <fpage>2</fpage>
      <lpage>3</lpage>
      <abstract>
        <p>This position paper discusses approaches used to evaluate learning that results from searching and interacting with online content. comprehension; evaluation; interactive search and retrieval; learning; measurement; semantic navigation</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. INTRODUCTION</title>
      <p>Research on search systems is shifting from an emphasis
on information seeking and retrieval to one of information
interaction and use. This is an outgrowth of changes in the
information landscape where full-text and multimedia
information objects in digital format are now readily available in
systems that facilitate browsing and direct interaction with
these objects. While traditional assessment measures for
information seeking and retrieval have focused on e
ectiveness and e ciency in retrieving information objects, these
are no longer su cient in more immersive and interactive
environments.</p>
      <p>
        Our research group has characterized a form of
information interaction that takes place in online search
environments as semantic navigation [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], focusing on the multi-level
meaning-making and learning that takes place while moving
through hyperlinked digital environments. More recently,
we have focused explicitly on the inter-connected processes
of reading, comprehension, engagement, and learning in the
course of digital information interaction [
        <xref ref-type="bibr" rid="ref2 ref3">2, 3</xref>
        ]. In this
position paper, we discuss some of the approaches that have been
used to evaluate learning as a key outcome of information
interaction and search.
      </p>
    </sec>
    <sec id="sec-2">
      <title>APPROACHES TO EVALUATION</title>
      <p>
        Past research that evaluates learning in the context of
searching is relatively rare [
        <xref ref-type="bibr" rid="ref11 ref4">4, 11</xref>
        ], but more recently,
increased interest has been shown through a series of
\SearchSearch as Learning (SAL), July 21, 2016, Pisa, Italy
The copyright for this paper remains with its authors. Copying permitted
for private and academic purposes.
ing as Learning" workshops1 and associated publications [
        <xref ref-type="bibr" rid="ref8 ref9">8,
9</xref>
        ] and publications [
        <xref ref-type="bibr" rid="ref8 ref9">8, 9</xref>
        ]. However, there is a wide body of
research in related research areas, including text
comprehension and hypertext. Taken together, this prior work o ers a
range of approaches.
2.1
      </p>
    </sec>
    <sec id="sec-3">
      <title>Models and Theories</title>
      <p>Several di erent models of comprehension and learning
are commonly referenced in work on searching as learning,
with implications for measurement.</p>
      <p>
        The Construction Integration (C-I) model [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] has been
the basis for our own work in this area. It focuses on the
cognitive process of comprehension during interaction with
content. This is represented as a two-step process. First,
the reader creates nodes for all propositions in the text.
These nodes form the textbase, within which there is a
micro structure that deals with comprehension at the sentence
and paragraph level, and a macro structure consisting of
the global, overall meaning, or gist of the text [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. This
distinction is important when evaluating comprehension, as
di erent tests of comprehension are sensitive to outcomes
at both the micro- and macro-levels. Our research has
focused on measurement at the macro-structural level as we
are most interested in the reader's understanding of the
overall meaning of the text. We have found variation in the
ability of standard comprehension tests to measure at both the
macro- and micro-levels.
      </p>
      <p>
        Kuhlthau's Information Search Process model [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] has
been highly in uential in information science. It is informed
by a constructivist approach to learning and is insightful
in that it portrays learning as a process characterized by
distinct phases during the course of interacting with
information with associated changes in goals, activities and
emotional states. Vakkari's empirical work extended the
model in the search domain by demonstrating that searchers'
queries and relevance assessments re ect changes in their
knowledge state as they search [
        <xref ref-type="bibr" rid="ref10 ref9">10, 9</xref>
        ].
      </p>
      <p>
        Bloom's Taxonomy of Educational Objectives [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] has
served as a framework for a number of recent search
studies [
        <xref ref-type="bibr" rid="ref11 ref4">4, 11</xref>
        ]. The Taxonomy identi es a set of progressively
complex learning objectives that can be used to design or
assess learning experiences. It o ers a means of assessing
the depth of learning that occurs through search, although
it can be challenging to di erentiate between categories and
map evidence of learning to them.
1The rst \Searching as Learning" workshop was held at the
IIiX 2014 Conference (http://www.diigubc.ca/IIIXSAL).
      </p>
    </sec>
    <sec id="sec-4">
      <title>NEXT STEPS</title>
      <p>Drawing upon the range of models and methods outlined
here, there is potential to develop and build consensus around
a standardized approach to the assessment of learning in
search, much as the interactive information retrieval
community developed a standard approach to the design of
experimental search studies a decade ago. We look forward to
engaging with SAL workshop participants to move us closer
to this goal.
4.
5.</p>
    </sec>
    <sec id="sec-5">
      <title>ACKNOWLEDGEMENTS</title>
      <p>Research funding from the University of British Columbia
Hampton Fund is gratefully acknowledged, as are the
contributions of our colleague Heather O'Brien.</p>
    </sec>
    <sec id="sec-6">
      <title>Methods</title>
      <p>
        Methods of assessing searching and learning are
interdisciplinary and wide-ranging, and a lengthy review would be
required to provide an overview of them (e.g. [
        <xref ref-type="bibr" rid="ref8 ref9">8, 9</xref>
        ]). In this
position paper, we simply articulate the broader dimensions
of methods that have emerged in our own work.
2.2.1
      </p>
      <sec id="sec-6-1">
        <title>Pre- and Post-task vs. Process</title>
        <p>
          There are two common approaches to assessing learning
outcomes of search. The rst approach tends to rely on a
post-task test or written summary, and may include a
pretask assessment of prior knowledge. We have relied
primarily upon this approach in our work to date, comparing
learning outcomes resulting from di erent interaction
environments. However, results can be di cult to interpret in the
absence of interaction data. Process-oriented approaches,
on the other hand, capture patterns of behavior and thus
can reveal the mechanisms by which learning occurs, such
as spending more time in certain sections of documents, or
switching more frequently between documents [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ].
2.2.2
        </p>
      </sec>
      <sec id="sec-6-2">
        <title>Duration</title>
        <p>Typical online search interactions may only take a few
seconds or minutes and are not likely to involve signi cant
learning on the part of the searcher. In fact, one of the
arguments for considering learning as an important search
outcome, is to acknowledge the value of \slow search" and
search tasks that carry over through multiple search sessions
in contrast to the e ciency-based models that predominate
in IR research. Therefore, methods for studying learning
in search will require search tasks that prompt lengthier
searches with high degrees of interaction, multiple sessions,
or longitudinal studies. This will allow for learning to be
assessed in real-time, as the search process unfolds, and as
an immediate and/or sustained outcome of searching.
2.2.3</p>
      </sec>
      <sec id="sec-6-3">
        <title>Customized vs. Generic</title>
        <p>A major challenge in assessing learning is the dependency
between speci c content, the prior knowledge of the searcher
and the learning that occurs. Most of the approaches to
assessing learning rely upon tests based on a small number of
known content items, such as sets of articles or webpages.
The custom development and validation of these instruments
is labour intensive and the method does not scale up for use
in search studies using large document collections.
Alternate, more generic, methods require participants to produce
open-ended summaries or reports and assess those reports
for evidence of learning.
2.3</p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>Measures</title>
      <p>The simplest and most common measures of learning are
self-reported knowledge gain and tests of factual knowledge
using multiple choice or true and false responses. However,
such measures do not account for the complexity of learning
as a multi-stage and multi-level process. We have found
differences between measures targeting micro and macro levels
of comprehension from the C-I Model. Drawing upon
insights from Kuhlthau's model and Bloom's Taxonomy, we
expect that it will be possible to develop even more
sophisticated measures of learning.</p>
    </sec>
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