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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Evaluating Stability of Information Needs</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Christin Katharina Kreutz</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Philipp Schaer</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ralf Schenkel</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>TH Köln - University of Applied Sciences</institution>
          ,
          <addr-line>Cologne</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Trier University</institution>
          ,
          <addr-line>Trier</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <fpage>15</fpage>
      <lpage>29</lpage>
      <abstract>
        <p>Scientific digital libraries provide their users access to large amounts of data to satisfy diverse information needs. Factors that can influence users' decisions on the relevancy of a publication or a person are individual and usually only visible through posed queries or clicked on information which is influenced by what interfaces ofer. The actual formulation or consideration of information requirements begins earlier in users' exploration processes. Hence, this work investigates how to capture the (in)stability of factors supporting such relevancy decisions through users' diferent levels of manifestation of two exploratory search tasks: expert and paper search. Independent of the information need we found general stability of manifestations and users' tendency to disregard groups of specific factors, such as non-factual or intransparent ones, completely. Relevancy decisions on information objects are multi-faceted, individual considerations. They can be best supported if users of digital libraries would be provided a multiplicity of explainable indicators from which they could consider their preferred ones.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Information Seeking Behaviour</kwd>
        <kwd>User Study</kwd>
        <kwd>Information Needs</kwd>
        <kwd>Digital Libraries</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Bibliographic digital libraries (DLs) such as the ACM DL, Bibsonomy [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], or dblp [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] provide a
wide variety of information to their users. Within these systems, users can decide on the
relevancy of information objects and satisfy their information needs, e.g., if a scientific publication
is relevant to a topic or if a person is an expert. Users consider a multiplicity of relevancy
indicators, they determine the relevancy of a document for a task on more than mere topical fit [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
In general, which indicator is considered relevant is partially dependent on the application
domain [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
      </p>
      <p>
        Many studies [
        <xref ref-type="bibr" rid="ref5 ref6 ref7 ref8 ref9">5, 6, 7, 8, 9</xref>
        ] explain or model users’ overall information seeking strategies.
Factors, which users consider in their relevancy judgements on information objects, change as
their cognitive state changes in their information gathering process [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. However, research
on the satisfaction of information needs focuses on general strategies of users [
        <xref ref-type="bibr" rid="ref11 ref6">6, 11</xref>
        ] or
predicting information seeking intentions [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] and less on changes of factors between diferent
representations of information needs.
      </p>
      <p>
        In this work, we close this gap by presenting a method to investigate the persistence or change
of users’ considered factors throughout diferent manifestations in their information seeking
strategies. The construction of information exploration and retrieval systems can be improved
by analysing how users describe their information needs to humans, not only their formalised
queries [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. Additionally, Ingwersen [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ] assumes that the change between a verbalisation
and conducting a task leads to users compromising their information needs. In general, the
longitudinal stability of users’ defining factors of information needs is under-researched.
      </p>
      <p>Therefore, we propose to extract and observe key factors from users’ (1) general definition of
an information need, (2) in an idealised retrieval process, (3) in the actual task solution with an
information system and (4) over time. Our research question is: How can we observe stability
of motives of users’ information needs in diferent expressions? To analyse this, we conduct a
user study with thirteen participants with diferent expertise levels in using DLs for research
purposes and two specific information needs of users of DLs: expert search and identification
of relevant publications for a topic.</p>
      <p>
        We make the following contributions: 1. We present a qualitative but structured method
to evaluate stability of users’ information needs in digital libraries. 2. We present a detailed
qualitative analysis with thirteen users of digital libraries to identify key factors of typical
information needs and their persistence or stability in diferent levels of expression and over
time. 3. We present Re-FIND [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ], an extension to the Formalised Information Needs [16] dataset
with study participants’ re-definitions of expertise and relevancy.
      </p>
      <p>One of the takeaways from our work is a compilation of factors which are typically part of
the information exploration processes of users of DLs. This information can help in the design
of user interfaces. The factors contributing to the satisfaction of an information need should all
be contained in a single system. Users should not be required to change systems when fulfilling
their needs, to avoid a possibly negative efect on their speed and cognitive load [17].</p>
    </sec>
    <sec id="sec-2">
      <title>2. Related Work</title>
      <p>Areas adjacent to our work are general investigations from the domain of information needs,
relevancy indicators and typical information needs in DLs.</p>
      <p>
        Information Needs. Research on users’ information seeking behaviour and expression of
information needs has a rich history: Taylor [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] proposed a four-level continuum to describe
the expression of information needs in the context of a person coming up with the formulation
and satisfaction of their information need: 1 describes the actual visceral and linguistically
inexpressible need for some type of information, 2 describes the conscious mental description
for some type of information, 3 describes the verbalised need for some type of information
and 4 describes the compromised interaction with an information system to satisfy the need
for some interaction.
      </p>
      <p>Belkin et al. [18] defined information needs as persons’ anomalous states of knowledge,
of which the representation is an important aspect of information retrieval research. They
constructed representations of information needs which stem from a description of real users’
needs in the context of literature search. These representations were then assessed by study
participants.</p>
      <p>
        Kuhlthau [19] describes six stages of information seeking processes: initiation, selection,
exploration, formulation, collection and presentation. Similarly, Ellis et al. [20] also defined
several categories of information behaviour: starting, chaining, browsing, diferentiating,
monitoring, extracting, verifying and ending. Bates [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] describes six information search stratagems:
footnote chasing, citation searching, identifying central venues for areas (journal run), area
scanning, subject searches and author searching. Carevic et al. [21, 22] analyse these strategies
in single sessions of users of DLs. Wilson [23] describes information seeking behaviour via four
stages: passive attention, passive search, active search and ongoing search. Weigl et al. [24]
describe the correspondence and gaps between the three models of Ellis [20], Bates [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] and
Wilson [23].
      </p>
      <p>
        Vakkari [25] describes the formulation of information needs as an iterative process. Users
acquire new information which then influences their perception of the information space.
Taylor [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ] examines which diferent factors users of information search systems consider when
making relevancy decisions in an information gathering process and when which factors are
relevant. Study participants conducted individual web searches where they chose their search
stage (see [
        <xref ref-type="bibr" rid="ref7">7, 20</xref>
        ]), the relevancy of results and the relevancy criterion that most influenced their
decision out of 19 predefined ones following previous literature [
        <xref ref-type="bibr" rid="ref3 ref4">3, 4</xref>
        ].
      </p>
      <p>
        More recent research considers information seeking performed by users as a dynamic process
where users’ goals and intentions vary depending on their current search or exploration steps [
        <xref ref-type="bibr" rid="ref8">8,
26, 27</xref>
        ]. In contrast, we compare diferent expression levels of complex information needs with
multiple relevancy indicators. We investigate and capture changes between these levels of the
same two information needs instead of many random information search tasks.
Relevancy Indicators. There have been many studies concerned with observing relevancy
and its dimensions in information searching behaviour [
        <xref ref-type="bibr" rid="ref3 ref4">3, 4, 28, 29, 30</xref>
        ]. They all found numerous
aspects as part of users’ relevancy decisions such as topic, content, format, representation,
under-specified factors, a person’s own relationship with a document [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], credibility, language,
reputation, scope [30] and users’ cognitive characteristics [29].
      </p>
      <p>
        Barry and Schamber [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] conducted a study in diferent domains and besides domain-specific
factors also found overlap in independent relevancy indicators such as currency, reliability and
accessibility. Kato et al. [29] found about half of their study participants not using keywords
representing cognitive search intents in their searches even though they were aware of or
relevant to them.
      </p>
      <p>Aligning with these studies we also observe a multitude of relevancy indicators which surpass
mere topical fit, such as bibliometric relevance signals [31].</p>
      <p>
        Typical Information Needs in DLs. When users are working with DLs, there is a plethora
of information needs they could fulfil. One can diferentiate between information needs for
which clear results without question of relevancy can be found and ones where the distinction
of relevant and non-relevant results might not be as straightforward: Clearly formulated narrow
information search with verifiable results (also called lookup [ 32]) could be represented by
these queries: what are the co-authors of a person [
        <xref ref-type="bibr" rid="ref16 ref17 ref18">33, 34, 35</xref>
        ] or what is the most cited paper
in a venue [
        <xref ref-type="bibr" rid="ref17">34</xref>
        ]. Broader information needs with a fuzzy definition of relevancy of results (also
called exploratory search [32]) could be the following: what papers are about or fit a specific
topic [
        <xref ref-type="bibr" rid="ref17 ref18 ref19 ref20">34, 35, 36, 37</xref>
        ]. Exploratory information access oftentimes strives to overcome a searchers
anomalous state of knowing [25] and support them in information spaces they have not been
previously familiar with [27]. Soufan et al. [32] review the exploratory search task in detail.
      </p>
    </sec>
    <sec id="sec-3">
      <title>3. Concept</title>
      <p>
        We observe diferent stages of the expression of users’ typical information needs in DLs, such as
"what papers are about or fit a specific topic" [
        <xref ref-type="bibr" rid="ref17 ref18 ref19 ref20">34, 35, 36, 37</xref>
        ]. Contrasting recent work [
        <xref ref-type="bibr" rid="ref8">8, 26, 27</xref>
        ]
we do not only focus on queries posed to DL interfaces. We explicitly assume that the actual
visible interaction with a system is only part of the complete information seeking process [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ].
An initial query was preceded by internal considerations or general tendencies of users.
      </p>
      <p>
        Using Taylor’s [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] four-level continuum for simplicity, we try to map out the levels to capture:
First, we observe the personal definition of an information need without the satisfaction of
the information need in mind, e.g., "define relevancy of a paper for a topic". This is a conscious
verbalisation of important factors that a user considers relevant when generally thinking about
a specific information need. We expect this manifestation to lie between levels 2 and 3 as
this is a notion of the general requirements, which data is required to satisfy an information
need. However, there still is no verbalisation of the task solution strategy itself. Second, we
observe the ideal or general satisfaction of an information need without the restriction of the
scope of one specific information system, e.g., "describe your general process of finding relevant
papers from a topic of your choice". We regard this as a manifestation of a point between levels
3 and 4 as there is a conscious verbalisation, but no restrictions are imposed which stem
from the specialisation of using one information system to satisfy the information need. A
person describing their ideal task solution might not necessarily verbalise the considered factors
for their relevance decision. Third, we observe the actual satisfaction of an information need
with the restrictions of one specific information system, e.g., "use this system to find relevant
papers from a topic of your choice". We estimate this manifestation to correspond to level 4.
To solve a task, we assume persons unconsciously use or mention factors that they consider
to determine the relevancy of information objects. As a fourth manifestation we consider a
time-delayed re-definition of the general information need, i.e., a second iteration of the first
manifestation. This enables analysis of a temporal dimension.
      </p>
      <p>To summarise we suggest observing four diferent manifestations: the general definition of
an information need, users’ ideal task solution, them actually solving a task and a re-definition
of users’ perception on the information need.</p>
      <p>
        Opposing the scenario described by Taylor [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] in our case the descriptions of the underlying
information needs come from an outside force (the study setup) instead of forming organically
from a user’s anomalous state of knowing [18].
      </p>
    </sec>
    <sec id="sec-4">
      <title>4. User Studies and Data Preparation</title>
      <p>This work builds upon and extends the Formalised Information Needs [16] dataset (Sect. 4.1) by
another study (Sect. 4.2) with the same participants and tasks.</p>
      <sec id="sec-4-1">
        <title>4.1. Formalised Information Needs Dataset (FIND)</title>
        <p>
          We build upon the Formalised Information Needs [16] dataset (FIND) from Kreutz et al.’s [
          <xref ref-type="bibr" rid="ref21">38</xref>
          ]
user study. They studied thirteen computer and information scientists with diferent experience
levels of using DLs for research tasks: two masters students, six PhD students (first year to last
year students), an industry researcher, a dblp staf member, a postdoc and two professors.
        </p>
        <p>The data was collected in a two-session user study focusing on two tasks derived from typical
information needs of users of DLs: 1. Find two experts on a topic of your liking. and 2. Find
relevant papers from a topic of your liking which appeared after 2017. The general form of the
ifrst exploratory search task, the definition of an expert on a topic is extended by the component
of finding a second one. The general form of the second exploratory search task, the definition
of relevancy of papers on a topic is restricted by a recency component.</p>
        <p>
          In the first session, participants described their definitions of an expert and the relevancy of
a paper. The dataset contains this information in the form of transcribed interviews. Users also
orally described how they usually conduct the two tasks, the dataset ofers this information in
formalised business process model notation (BPMN) [
          <xref ref-type="bibr" rid="ref22">39</xref>
          ] on the ideal task solution following the
description by Law et al. [
          <xref ref-type="bibr" rid="ref23">40</xref>
          ]. In a second session, participants verified their ideal strategies and
used a specific DL (SchenQL [
          <xref ref-type="bibr" rid="ref17 ref24">34, 41</xref>
          ]) to then solve the tasks. This process with entered search
queries, oral explanations by participants and observations from screen capture is included in
the dataset as BPMNs also.
        </p>
      </sec>
      <sec id="sec-4-2">
        <title>4.2. Re-FIND: extending FIND with Re-Definitions</title>
        <p>
          We conducted interviews with the participants of the study by Kreutz et al. [
          <xref ref-type="bibr" rid="ref21">38</xref>
          ] to capture
the longevity of information needs and factors of expertise and relevancy of papers. Study
participants took part voluntarily and did not receive any incentives. Our 15 to 30 minute online
study took place three months after the last study of FIND in a single session. For each of the
thirteen participants, an investigator conducted an one-on-one interview.
        </p>
        <p>
          Step i): Interview. In audio-recorded interviews the participants filled out an online
questionnaire with an interviewer. First, the study participants were reminded of the first task and
their chosen topic in the study by Kreutz et al. [
          <xref ref-type="bibr" rid="ref21">38</xref>
          ]. Then, users defined expertise. In the second
part of the interview, participants were reminded of the second task and their chosen topic from
FIND. Following this step, the study subjects gave their definition of relevancy of papers.
        </p>
        <p>Step ii): Transcription and Factor Extraction. A person uninvolved in the interviews
transcribed the interviews using Otter.ai, re-checked and corrected them. An expert in DLs
identified and extracted mentioned factors from the original transcribed definitions in FIND and
the re-definitions from step i) regarding expertise and relevancy of a paper. For the BPMNs from
FIND which describe the ideal and actual task solution, the same expert extracts considered
factors in a semi-normalised language, e.g., in the expert search scenario the un-normalised
factors ’resulting paper newer than put in paper/keywords’ and ’check recency of paper’ (of papers
iftting keywords on topic) would both be mapped to the semi-normalised factor ’published
recently on topic’.</p>
        <p>Step vi: Categorisation. For all factors regarding expertise and all factors regarding
relevancy of papers, the expert in DLs divided the factors in disjunctive categories per task. A
previously uninvolved second expert from the area of information retrieval and DLs then
evaluated the categorisation. In cases, where both experts labelled a factor as belonging to a diferent
category, the two discussed until they reached a consensus. This resulted in four main categories
per information need: self-determined (S), other-directed (O), under-specified
(U) and personal (P). The S and O meta-categories contain eight and two sub-categories
for expertise (twelve in total) and three each for relevancy of a paper (eight in total). Table 1
holds information on study participants’ mentioned factors in our four (definition, ideal + actual
process, re-definition) diferent manifestations of the two information needs, the meta- and
sub-categories.</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>5. Analysis</title>
      <p>To assess How can we observe stability of motives of users’ information needs in diferent
expressions?, we observe the following more fine-grained questions: 1. What factors do users of DLs
define expertise and relevancy of papers with? 2. How do individual users (intend to) apply
their general definitions? 3. How stable are individual users’ general definitions over time?
4. How stable are individual users’ manifestations of information needs?</p>
      <p>In our study we refer to participants by IDs (see Fig. 1, e.g., P4 for green_deer).</p>
      <sec id="sec-5-1">
        <title>5.1. Factor Analysis of Definitions</title>
        <p>For What factors do users of DLs define expertise and relevancy of papers with?, we observe factors
of definitions and their categories for both information needs.</p>
        <p>
          Expertise. We identified eight of the twelve categories of factors through which
participants in FIND’s first study characterise expertise. Author-dependent, collaboration, quality and
searchers’ context factors were not mentioned in any definition. On average each participant
mentioned 3.08 factors. Concerning the meta-categories, no personal factors were mentioned.
The paper-dependent category and external factors were only mentioned once, venues were
considered by two persons, the remaining categories were mentioned by four (academic, citation
and under-specified factors), six (productivity) or seven (knowledge) persons. The single factors
which have been mentioned by the highest number of participants (3) were ’knowledge of topics
related to topic’ and ’some papers on the topic’. We encounter only one participant mentioning
more than two (3) factors from the same category (knowledge factors as described by P8). One
participant (P4) only considers one (under-specified) factor in total. Applying frequent itemset
mining (and the apriori algorithm [
          <xref ref-type="bibr" rid="ref25">42</xref>
          ]) leads to the combination (knowledge, productivity) with
the highest two-element-item support of three occurrences, i.e., this combination was mentioned
three times by participants.
        </p>
        <p>Relevancy of Papers. We found all eight categories of factors in participants’ definitions
of relevancy of papers in FIND. On average each participant mentioned 2.69 factors in their
definitions. Factors from all meta-categories were mentioned. An expert-dependent factor was
mentioned by one study participant. Some categories (author-dependent, external, searchers’
context and under-specified factors) were considered by two participants each, venue-dependent
factors were mentioned by five, citation factors by six and paper-dependent ones by seven
participants. The single factor which has been mentioned the most (4) was ’published in good
blue_dog flowergirl gray_fox green_deer Holla_Waldfee</p>
        <p>P1 P2 P3 P4 P5
d i a r d i a r d i a r d i a r d i a r</p>
        <p>
          1 1 2
conference’. Three persons each only gave one paper-dependent factor in their definitions,
another participant (P8) also only considered this category but formulated four distinct factors.
One participant (P5) gave an expert-dependent factor as their single factor. Applying frequent
itemset mining (and the apriori algorithm [
          <xref ref-type="bibr" rid="ref25">42</xref>
          ]) leads to the combination (citation, venue) with
the highest two-element-item support of four occurrences, i.e., this combination of categories is
mentioned four times by participants.
1
1 1
        </p>
        <p>Discussion. Participants tend to only consider few factors in their abstract definitions for
expertise and relevancy of papers. For papers, the amount of considered factors is lower than
for expertise. One participant (P4) seems to only give brief explanations while another seems
to elaborately focus on one category in particular (P8). The other participants seem to brush
multiple categories with one or two relevant factors for each. For most participants no clear
tendencies besides a liking for knowledge in the expert search and for paper-dependent factors
in the relevancy of papers task could be found.</p>
        <p>We conclude that the factors users’ define expertise and relevancy of papers with
are very diverse and highly individual. For both information needs the study participants
mostly describe factors which are from the self-determined meta-category. That means
information which is solely dependent on the expert or relevant paper candidate, not outside
factors which a person or paper cannot directly afect such as citation counts.</p>
      </sec>
      <sec id="sec-5-2">
        <title>5.2. (Intended) Application of Definitions</title>
        <p>To answer How do individual users (intend to) apply their general definitions?, we align users’
definitions with their ideal and actual task solution strategies.</p>
      </sec>
      <sec id="sec-5-3">
        <title>Definitions - Ideal Task Solution. Expertise. Factors from the categories author-dependent,</title>
        <p>collaboration, quality and searchers’ context were not described in participants’ definitions but
were mentioned in either five (searchers’ context), three (collaboration) or two (author-dependent,
quality) ideal task solutions. On average participants mentioned 8.08 factors in ideal solutions.
In 17 cases participants described factors from a category in the definitions, that has also been
present in their ideal task description. Aside from two participants, all others have at least one
category present in both manifestations. Six participants described the same two categories in
both their definitions and ideal task solution.</p>
        <p>Relevancy of Papers. On average participants stated 5.31 factors in ideal task solutions. In
13 cases we found the categories which participants mentioned in their initial definitions again
in their ideal task descriptions. Only two participants had no overlap between their definitions
and ideal task description.</p>
        <p>Discussion. Especially for the paper relevancy task participants mentioned considerably
more factors compared to their initial definitions. This might stem from the data collection
process for this manifestation. Participants were able to verify, extend and modify their
previously only verbalised definitions. These models were visualisations which might have lead to
them being very aware of all factors and potentially over-modelling their ideal task solution.
This observation is supported by the statement of a participant in the post-task questionnaire
of FIND: ”I strongly idealized my search behaviour. (...) I had the impression that my real search
behaviour is much simpler.”. We found many overlaps between users’ definitions and ideal
task solutions, but the ideal processes were more detailed and contained considerably
more aspects.</p>
        <p>Definition - Actual Task Solution. Expertise. Nine participants used factors from a
category when conducting the task which is also part of their definitions. Five persons did
not have any overlap in categories.Four participants actually used two categories from the
definitions, one used three of their previously described categories. On average participants
used 5.69 factors in expert search. In general the utilised or described categories mostly consist
of factors from the self-determined and in a smaller amount from the other-directed
meta-category. Factors from the under-specified meta-category seem to be considerably
less important in the actual task solution (see Fig. 1, upper part).</p>
        <p>Relevancy of Papers. Eleven participants used factors from a category when doing the task
which they have also mentioned in their previous definitions. Participants used 4.08 factors on
average. Here factors from the under-specified meta-category also seemed to be irrelevant.</p>
        <p>
          Discussion. We found many overlaps in definitions and task solutions,
especially for relevancy of papers. However, we found study participants’ disregard for
under-specified factors in actually solving the task which were mentioned in
definitions. This might be attributed to the fact that participants had to really solve the tasks and
had to formulate or check information which was clearly visible in the digital library interface.
A contributing factor for some diferences between definitions and actual task solution might
be caused by users intentionally varying their search tactic and information goals depending
on the used collection [
          <xref ref-type="bibr" rid="ref26">43</xref>
          ].
        </p>
      </sec>
      <sec id="sec-5-4">
        <title>5.3. Stability of Definitions over Time</title>
        <p>For answering How stable are individual users’ general definitions over time?, we observe the
overlap of between factors of definitions and re-definitions as well as their categories for both
information needs individually.</p>
        <p>Expertise. On average participants describe 4.38 factors in re-definitions. Five participants
have no overlap in categories between their two definitions. Four persons have overlaps in
at least two categories. Five persons mentioned the exact same single factor in both their
definitions and their re-definitions.</p>
        <p>Relevancy of Papers. Participants mentioned 5 factors on average in their re-definitions.
Two participants had no overlapping categories between their two definitions. Four persons’
factors overlapped in two categories. Four persons mentioned one exact same factor in both
their definitions and their re-definitions.</p>
        <p>Discussion. Definitions of participants were typically much shorter than their re-definitions,
we did find considerably more factors in re-definitions for both tasks. Likewise, the area spanned
by the meta-categories’ percentages in Fig. 1 is larger for re-definitions. We found considerable
similarities, not only on the described categories but also on the individual factor level.</p>
      </sec>
      <sec id="sec-5-5">
        <title>5.4. Stability over Manifestations</title>
        <p>For answering How stable are individual users’ manifestations of information needs?, we observe
the similarities and diferences between users’ definitions, ideal strategies and actual solutions
for the two information needs.</p>
        <p>Expertise. Ten participants used factors belonging to the meta-category self-determined
in all four observed settings. Factors belonging to the meta-category other-directed were
mentioned by three participants in all settings. The remaining meta-categories were not present
throughout all settings for any of the study participants. On the level of single factors we
blue_dog (oP1)
flowergirl (oP2)
gray_fox (oP3)
green_deeor (P4)</p>
        <p>Holla_Waldofee (P5) Jigglypuff o(P6)
s u
s u
s u
s u
s u
s u
found some present throughout all four settings for few participants: productivity for two and
paper-dependent as well as venue for one person. Fig. 1 (upper part) visualises the percentage of
study participants’ manifestations with regards to our four defined meta-categories. We observe
some participants having very comparable percentages for meta-categories self-defined
and other-directed (P3, P4 and P11) and some participants roughly having the same core
representations in some representations (P5, P7, P8, P9, P10 and P12). The reminder of the
participants have unclear or very difuse strategies over the four representations.</p>
        <p>Relevancy of Papers. Ten participants used factors belonging to the meta-category
self-determined in all four observed settings. Factors belonging to the meta-category
other-directed (and even the same category, namely citation) were mentioned by two
participants in all settings. We found some other single categories present in all four manifestations:
the paper-dependent category is considered by five participants, venue is always considered
by one person. Fig. 1 (lower part) visualises the percentage of study participants’
manifestations with regards to the meta-categories. Few participants have very comparable percentages
for meta-categories self-defined and other-directed (P1 and P12), some participants
roughly have the same core meta-categories in some representations (P3, P4, P6, P9, P10, P11
and P13). The reminder of the participants have rather unclear or very difuse strategies over
the four representations.</p>
        <p>Discussion. We see clear tendencies of study participants over all four data points.
Participants’ tend to use or disregard complete categories over both tasks. Four study participants
(P1, P4, P5, P13) almost completely ignore searchers’ context or external factors. These persons
seem to prefer quantifiable, clearly defined and explainable factors which do not depend on
some vaguely defined outside entity. This could, e.g., show by taking a look at meta-category
other-directed: search engines’ ranking of a paper (category external) would be disregarded
while the number of citations a paper received (category citation) could be a considered. Three
study participants (P10, P11, P12) tend to clearly describe factors they consider relevant, they at
most mention one factor from the under-specified category over all manifestations and both
tasks. From these observations we conclude the individual’s considered factors being somewhat
stable independent from the actual information needs.</p>
        <p>For expertise we found factors from these categories mentioned the most: productivity (52),
citation (44) and paper-dependent (43). For relevancy of papers we found factors from these
categories mainly mentioned: paper-dependent (96) and citation (36). In general, we found
diferent usage patterns of participants and considerable stability of (meta-) categories.</p>
      </sec>
      <sec id="sec-5-6">
        <title>5.5. Discussion</title>
        <p>
          Concerning our overall question of how to capture the stability of motives in diferent levels of
manifestations of users’ information needs, we observed generally stable meta-categories. We
observe that the decision if someone is considered an expert or a paper is relevant is a
multi-faceted decision, independent of the current manifestation of the information
need. DL interfaces should support users better by providing a multiplicity of factors for them
to pick the ones they want to base their decision regarding an information object on. Clearly
quantifiable or explainable factors such as citation counts or authors’ afiliations seem to play
a bigger role in decision making compared to highly personal factors, e.g., if a paper at hand
tackles a user’s research interest. Participants mentioning under-specified factors might be
attributed to the general feeling of knowing [
          <xref ref-type="bibr" rid="ref27">44</xref>
          ] and the narrower tip of the tongue [
          <xref ref-type="bibr" rid="ref28">45</xref>
          ] efect.
Sometimes they even mentioned their feeling of missing an additional aspect in their definitions,
e.g., P13 wanted to refer to a specific indicator but stated they ’...forgot all the names’. Relevancy
indicators in actual task solution could be impacted by users’ greater ease to formulate requests
directed at humans as in the other three scenarios compared to a DL system [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ].
        </p>
        <p>We identified part of Kato et al.’s [ 29] characterisation of cognitive search intents in factors
mentioned in our study participants’ factors of definitions (twice), ideal solution (once) and
re-definitions (once) for the relevancy of papers task.</p>
        <p>
          Our observed categories can be aligned with the search stratagems defined by Bates [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ]:
footnote chasing and citation searching are represented by the category citation, journal
run is described in the category venue, subject searches and area scanning are both merged in
paper-dependent and author searching is described by the category author-dependent.
        </p>
        <p>
          Further, we found that representing users’ ideal and actual task solution via BPMNs following
Law et al.’s [
          <xref ref-type="bibr" rid="ref23">40</xref>
          ] method is suitable for finding factors and categories of information needs.
        </p>
        <p>
          Finally, our evaluation is limited by the small amount of study participants and their diversity
in expertise; academic positions [
          <xref ref-type="bibr" rid="ref29">46</xref>
          ] and experience [
          <xref ref-type="bibr" rid="ref30">47</xref>
          ] both influence users’ search behaviour.
        </p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>6. Limitations</title>
      <p>Our study’s meaningfulness could be limited by a number of factors which are discussed in the
following: We only observe a small amount of study participants. They are investigated in detail
over multiple setting and in context of two diferent information needs. The universality of
our findings should be investigated in bigger sized user groups and with a more diverse set of
information needs.</p>
      <p>
        Our study participants have diferent academic positions, they range from students to
professors. Academic position [
        <xref ref-type="bibr" rid="ref29">46</xref>
        ] and experience [
        <xref ref-type="bibr" rid="ref30">47</xref>
        ] influences users’ search behaviour. Less
research-experienced persons could be unfamiliar with expert search.
      </p>
      <p>Participants could have diferences in their definitions of expertise and relevancy of papers
due to them learning more about these topics during the three month period between Study I
and Study II. This could be especially true for the two masters students but then in terms should
be a less pronounced efect when observing the definitions of both professors. Observing the
respective participants’ data with this knowledge does not support this assumption.</p>
      <p>
        The BPMNs describing users’ ideal and performed strategy to satisfy information needs
contain non-standardised data. The expressions used in the models are directly derived from
study participants’ verbalisations [
        <xref ref-type="bibr" rid="ref23">40</xref>
        ]. This could lead to ambiguities when extracting factors
from the models.
      </p>
      <p>The utilised dimensions in the performed strategy to satisfy the information needs with an
example system at hand could be influenced by the options the system ofers. A counter-argument
for this assumption are users describing their intentions independent of what the system ofers,
e.g. them stating they are searching on how to order the displayed persons by their ℎ index.</p>
    </sec>
    <sec id="sec-7">
      <title>7. Conclusion</title>
      <p>Our guiding question How can we observe stability of motives of users’ information needs in
diferent expressions? was approximated with studying four manifestations of two typical
task of digital library users. We found similarities and diferences between diferent levels
of manifestations. Self-determined and other-defined factors generally seemed to be
favoured over ones belonging to the under-specified or personal meta-categories. Study
participants displayed tendencies to consider or completely disregard categories over both
tasks which hints at this preference being task-independent. For the expertise task we found
twelve categories of factors which users considered throughout all four representations, the
most prominent ones being persons’ productivity, citations and paper-dependent factors. For
relevancy of papers we found eight categories with the most popular one by far being the
paper-dependent one followed by citations. Satisfying our observed typical information needs
required a multiplicity of factors which should all be provided by DLs for users’ convenience.</p>
      <p>
        One future direction would be conducting a quantitative study using the found (meta-)
categories and factors to investigate user groups of diferent expertise levels. A goal could be the
identification of prevalence for specific categories of user groups and an analysis of importance
of these dimensions in the actual decision making processes. A complementary line of research
could be the formalisation of underlying factors and categories of the task solution strategies
into a user model. This could be useful for simulating the relevancy decision on results in
information access. Additionally, the formalisation would deliver testable hypotheses on user
behaviour from which we could gain insights on the validity of our assumptions on users [
        <xref ref-type="bibr" rid="ref31">48</xref>
        ].
      </p>
    </sec>
    <sec id="sec-8">
      <title>Declaration of Generative AI</title>
      <p>During the preparation of this work, the authors used Grammarly to: grammar and spelling
check. After using this tool/service, the authors reviewed and edited the content as needed and
take full responsibility for the publication’s content.
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