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  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>April</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <title-group>
        <article-title>Designing Experts' Interactions with a Semi-Automated Document Tagging System</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Sebastian Müller</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Beat Tödtli</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Janine Vetsch</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Melanie Rickenmann</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Simon Haug</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Matthias Baldauf</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Peter Fröhlich</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>AIT Austrian Institute of Technology</institution>
          ,
          <addr-line>Giefinggasse 4, 1120 Wien</addr-line>
          ,
          <country country="AT">Austria</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Eastern Switzerland University of Applied Sciences, IPM Institute for Information and Process Management</institution>
          ,
          <addr-line>Rosenbergstrasse 59, 9001 St.Gallen</addr-line>
          ,
          <country country="CH">Switzerland</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Eastern Switzerland University of Applied Sciences, IPW Institute of Applied Nursing Science</institution>
          ,
          <addr-line>Rosenbergstrasse 59, 9001 St.Gallen</addr-line>
          ,
          <country country="CH">Switzerland</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2022</year>
      </pub-date>
      <volume>30</volume>
      <issue>2022</issue>
      <abstract>
        <p>For evidence-based care, nurses are dependent on latest scientific findings. However, screening and annotating respective publications is a time-consuming process for domain experts. In our ongoing work, we investigate how such experts can be supported by a (semi-)automated, machine-learning based recommendation system and how to design and integrate such a tool into their overall workflow. This paper outlines a current tag recommendation prototype and presents first results from an initial co-design workshop where we investigated the requirements of two nursing care researchers for such a system. The mockups created during the workshops lay the foundation for our goal of integrating a recommender system seamlessly into the researchers annotation process.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Tag recommendation</kwd>
        <kwd>document annotation</kwd>
        <kwd>expert interaction</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>Currently, access to research-based knowledge in nursing practice is often dificult. Challenges
include limited time resources and a lack of research skills among many nurses. There are
thousands of new articles published in the broader field of health sciences every month, making
it dificult to efectively and eficiently select the most relevant. FIT-Nursing Care1, an initiative
of the Eastern Switzerland University of Applied Sciences, supports nurses in the selection
process of the most relevant articles for their field of interest. Experts in the field of nursing
sciences search for and annotate the most relevant publications to help nurses getting started
with evidence-based nursing more quickly.</p>
      <p>
        However, the manual search and annotation of comprehensive scientific publications by
domain experts are lengthy and cost-intensive. In our ongoing work we investigate the application
of AI techniques for the (semi-)automated identification, categorization and recommendation of
relevant scientific studies. In particular, we aim at developing an assistive tagging approach
(cf. [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]) for the nursing domain which supports nursing experts in annotating new publications
in a user-friendly and engaging manner through a co-design research approach. While
traditional tag recommending systems (e.g., for image or video hosting platforms) often aim at
shifting eforts from domain specialists to general Web users while ensuring a decent tagging
quality, our work aims at supporting domain experts’ workflows by reducing their workload
without questioning their expertise or even overruling their decisions. We target designing for
the “sweet spot” of the recommender ”that balances serving users efectively, while ensuring
that the users have the control they desire” [2].
      </p>
      <p>
        The project builds upon a large body of existing research in the field of tag recommendation
(cf. [
        <xref ref-type="bibr" rid="ref1">3, 4, 5, 1, 6</xref>
        ]). While the majority of prior works focuses on tagging eficiency and accuracy,
often on large sets multimedia data such as images and videos, aspects of user experience for
experts and the integration in professional workflows have received less attention.
      </p>
      <p>In the remainder of this position paper, we outline our current prototype of the tag
recommendation system and introduce first results of an early co-design workshop on visualizing tag
recommendations for domain experts.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Tag Recommendation Prototype</title>
      <p>In our research, we design, develop and evaluate a Python-based tag recommendation system.
The system calculates a probability for a pre-defined set of tags based on the title and abstract
of a newly uploaded publication.</p>
      <p>The data basis for our project consists of 1144 articles in the field of nursing care that have
been manually tagged by the team that manages the platform. Each document was manually
assigned with one, in rare cases two tags out of a defined list consisting of 23 tags. However,
there is no equal distribution of tags among these articles. The range is between 177 articles for
the most assigned tag and one article for the tag which was assigned the least. The recommender
system was not trained to assign tags with less than 10 annotated documents, which was the
case for four tags. Therefore the system calculates the possibility for a tag out of the remaining
19 tags.</p>
      <p>The recommendation system consists of a Python application that implements scikit-learn
tools2 and models from Hugging Face3 Core of the system is the machine learning text
classification tool that has been trained with 564 manually tagged articles. The validation data
set consists of 172 documents, the remaining 408 documents belong to the test data set. Our
classification tool finally calculates a percentage probability of how well each tag matches a
newly uploaded document.</p>
      <p>New articles are uploaded and annotated on a TYPO3-based website. The recommendation
system interacts via a REST-API with the database, enabling it to retrieve newly uploaded
documents and to store the recommended tags. Furthermore, we store the tags selected by the
experts to allow evaluating and retraining the recommendation tool. The nursing care experts
are able to override the tag recommendations of the system at any time.</p>
      <p>2https://scikit-learn.org/stable/
3https://huggingface.co/
(a) Participants’ suggestions
(b) Mockup</p>
    </sec>
    <sec id="sec-3">
      <title>3. Initial Requirement and Design Workshop</title>
      <p>While traditional and familiar recommendation systems such as the ones used by Amazon or
similar online-shops aim on an increase in sales and recommend similar or complementary
products to the ones in a users shopping history, we aim on increasing the eficiency of the user
within a well-known process. The users are experts in annotating nursing related publications.</p>
      <sec id="sec-3-1">
        <title>3.1. Method</title>
        <p>To co-design suitable user interfaces for the recommendation system with the actual users, we
conducted a workshop with the two nursing experts responsible for tagging the documents.
The workshop was conducted by a researcher who moderated and documented the workshop.
During the workshop, ideas for visualizing the tag recommendations were created in a co-design
approach. The workshop was conducted online utilizing MS Teams and the online whiteboard
tool Miro for collaborative working. As materials, we prepared screenshots of the underlying
TYPO3-based website and integrated them into the collaboration platform for design tasks. The
workshop took about one hour. Based on the participants’ ideas and suggestions, the involved
researcher created more formal mockups. These were discussed with the two experts to resolve
potential misunderstandings.</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.2. First Workshop Results</title>
        <p>Overall, the two participants appreciated a respective tagging support and expressed their
interest in the performance of the final recommender. Both emphasized the importance of
displaying the estimated matching accuracy for recommended tags and suggested to integrate
this information by annotating the screenshot provided (Figure 1 (a)). In addition, they proposed
an additional tag ordered by their possibility from high to low, including the matching accuracy
calculated by the recommender for all tags.</p>
        <p>Subsequently, the workshop discussion focused on the potential influence of such a
presentation on the user. Since the users are nursing experts, the design of the recommender UI should
support their decision-making process, however, not afect their decision. Experts should not
be mislead into choosing a wrong tag if they get used to just selecting the one the system
listed on top. Therefore the decision was made to keep the tags alphabetically ordered. User
guidance could be provided by coloring the three best matching tags in red. The calculated
matching accuracy is displayed next to the three colored tags (Figure 1 (b)). Other user interface
discussions included diferent fonts, font markup (bold, italic, underlined or a combination of
the three) and various colors.</p>
        <p>Overall, the participants emphasized the importance of a user-friendly and eficient integration
of the recommendation system into their familiar process. Both had already gained experience
with command-line tool for automatically deriving document annotations. However, due to the
complicated handling of the tool, it did not become part of their daily work routine. Therefore,
both of them appreciate the implementation of the recommendation results directly into their
already known TYPO3-based website.</p>
        <p>The design and continuous evaluation of our recommender system are still ongoing.
Nevertheless, we initiated and discussed a multistage process to build user trust in the system
and optimize the tag assignment process. The ultimate goal would be to inform the user after
uploading a new publication, that the system is sure about the tags to be assigned and there is no
need for the expert to read and manually annotate the document. With measures of statistical
dispersion, we would like to determine how accurately a tag can be recommended. The unequal
distribution of documents over all tags also has to be considered. We imagine a notification after
the upload, that the system is suficiently confident about the annotation that the tag could be
assigned automatically. Within this process too, all available information on why the system is
confident enough should be made visible to the user. Starting with tags where the system has a
high accuracy, this approach could be tested after the evaluation has been finished. Continuous
retraining with the documents for which the system recommended a wrong tag would allow to
extend the number of documents which the system can confidently annotate by itself.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Conclusion and Outlook</title>
      <p>In this position paper, we presented our ongoing work on a semi-automated document tagging
system for nursing experts. We introduced the current state of our tag recommendation
prototype, our data basis and the system architecture. Furthermore, we outlined results of an
initial co-design workshop, where two nursing care experts described their requirements for
integrating the recommender into their current processes and developed ideas for visualizing
tag recommendations.</p>
      <p>This project will advance evidence-based nursing with modern data-driven text analysis
methods and provides the foundation for better literature suggestions for nurse practitioners. To
ensure the continuous use of the classification tool, ease of use and the seamless implementation
into the current process is crucial.
[2] J. A. Konstan, J. Riedl, Recommender systems: from algorithms to user experience, User
Modeling and User-Adapted Interaction 22 (2012) 101–123. URL: https://doi.org/10.1007/
s11257-011-9112-x. doi:10.1007/s11257-011-9112-x.
[3] F. M. Belém, J. M. Almeida, M. A. Gonçalves, A survey on tag recommendation methods,
Journal of the Association for Information Science and Technology 68 (2016) 830–844. URL:
https://doi.org/10.1002/asi.23736. doi:10.1002/asi.23736.
[4] A. Dattolo, F. Ferrara, C. Tasso, The role of tags for recommendation: A survey, in: 3rd
International Conference on Human System Interaction, IEEE, 2010. URL: https://doi.org/
10.1109/hsi.2010.5514515. doi:10.1109/hsi.2010.5514515.
[5] S. Vairavasundaram, V. Varadharajan, I. Vairavasundaram, L. Ravi, Data mining-based
tag recommendation system: an overview, Wiley Interdisciplinary Reviews: Data
Mining and Knowledge Discovery 5 (2015) 87–112. URL: https://doi.org/10.1002/widm.1149.
doi:10.1002/widm.1149.
[6] Z.-K. Zhang, T. Zhou, Y.-C. Zhang, Tag-aware recommender systems: A
state-of-theart survey, Journal of Computer Science and Technology 26 (2011) 767–777. URL: https:
//doi.org/10.1007/s11390-011-0176-1. doi:10.1007/s11390-011-0176-1.</p>
    </sec>
  </body>
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