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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>A Model of Consumer Search Behaviour</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Tony Russell-Rose</string-name>
          <email>tgr@uxlabs.co.uk</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Stephann Makri</string-name>
          <email>s.makri@ucl.ac.uk</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>UXLabs</institution>
          ,
          <addr-line>London, UK, +44 (0)7779 936191</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University College London Interaction Centre, University College London, Gower St.</institution>
          ,
          <addr-line>London, WC1E 6BT, UK, +44 (0)20 7679 0696</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>In order to design better search experiences, we need to understand the complexities of human information-seeking behaviour. In previous work [13], we proposed a model of information behavior based on an analysis of the information needs of knowledge workers within an enterprise search context. In this paper, we extend this work to the site search context, examining the needs and behaviours of users of consumeroriented websites and search applications. We found that site search users presented significantly different information needs to those of enterprise search, implying some key differences in the information behaviours required to satisfy those needs. In particular, the site search users focused more on simple “lookup” activities, contrasting with the more complex, problem-solving behaviours associated with enterprise search. We also found repeating patterns or 'chains' of search behaviour in the site search context, but in contrast to the previous study these were shorter and less complex. These patterns can be used as a framework for understanding information seeking behaviour that can be adopted by other researchers who want to take a 'needs first' approach to understanding information behaviour.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Site search</kwd>
        <kwd>enterprise search</kwd>
        <kwd>information seeking</kwd>
        <kwd>user behaviour</kwd>
        <kwd>search modes</kwd>
        <kwd>information discovery</kwd>
        <kwd>user experience design</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. INTRODUCTION</title>
      <p>
        Classic IR (information retrieval) is predicated on the notion of
users searching for information in order to satisfy a particular
'information need'. However, it is now accepted that much of what
we recognize as search behaviour is often not informational per
se. For example, Broder [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] has shown that the need underlying a
given web search could in fact be navigational (e.g. to find a
particular site) or transactional (e.g. through online shopping,
social media, etc.). Similarly, Rose &amp; Levinson [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] have
identified the consumption of online resources as a further
common category of search behaviour.
      </p>
      <p>
        Presented at EuroHCIR2012. Copyright © 2012 for the individual papers
by the papers' authors. Copying permitted only for private and academic
purposes. This volume is published and copyrighted by its editors.
In this paper, we examine the needs and behaviours of individuals
across a range of site search scenarios. These are based on an
analysis of user needs derived from a series of customer
engagements involving the development of customised site search
applications. In so doing, we extend and validate a model of
information behaviours derived from a previous study of
enterprise search users [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ].
      </p>
      <p>
        The model is based on a set of ‘search modes’ that users employ
to satisfy their information search and discovery goals. It extends
the IR concept of information-seeking to embrace a broader
notion of discovery-oriented problem solving, addressing a wider
range of information interaction and information use behaviours.
The overall structure of the model reflects Marchionini’s [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]
framework, and consists of three lower-level ‘lookup’ modes
(locate, verify and monitor), three “learn” modes (compare,
comprehend and explore) and three higher-level “investigate”
modes (analyze, evaluate and synthesize).
      </p>
      <p>We investigate the degree to which the model extends to
accommodate the domain of site search (i.e. consumer-oriented
websites and search applications) and discuss some of the
differences between the needs and goals of enterprise search users
versus those of site search. We conclude by exploring the ways in
which these modes combine to form distinct chains or patterns,
and reflect on the value this offers as a framework for expressing
complex patterns of behaviour.</p>
    </sec>
    <sec id="sec-2">
      <title>2. MODELS OF INFORMATION SEEKING</title>
      <p>
        The framework investigated in this study is influenced by a
number of existing models. For example, Bates [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] identified a set
of 29 search ‘tactics’ which she organised into four broad
categories, including monitoring (“to keep a search on track”).
Likewise, O’Day &amp; Jeffries [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] examined the use of information
search results by clients of professional information intermediaries
and identified three categories of behaviour, including monitoring
a known topic or set of variables over time and exploring a topic
in an undirected fashion. They also observed that a given search
scenario would often evolve into a series of interconnected
searches, delimited by triggers and stop conditions that signalled
transitions between modes within an overall scenario.
Cool &amp; Belkin [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] proposed a classification of interaction with
information which included evaluate and comprehend. They also
proposed create and modify, which together reflect aspects of our
synthesize mode.
      </p>
      <p>
        Ellis and his colleagues [
        <xref ref-type="bibr" rid="ref4 ref5 ref6">4, 5, 6</xref>
        ] developed a model consisting of
a number of broad information seeking behaviours, including
monitoring and verifying (“checking the information and sources
found for accuracy and errors”). In addition, his browsing mode
(“semi-directed searching in an area of potential interest”) aligns
with our definition of explore. He also noted that it is possible to
display more than one behaviour at any given time. In revisiting
Ellis’s findings among social scientists, Meho and Tibbo [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]
identified analysing (although they did not elaborate on it in
detail). More recently, Makri et al [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] proposed searching
(“formulating a query in order to locate information”), which
reflects to our own definition of locate.
      </p>
      <p>
        In addition to the research-oriented models outlined above, we
should also consider practitioner-oriented views. Spencer [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]
suggests four modes of information seeking, including
knownitem (a subset of our locate mode) and exploratory (which mirrors
our definition of explore). Lamantia [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] also identifies four
modes, including monitoring.
      </p>
      <p>
        In this paper, we use the characteristics of the models above as a
lens to interpret the behaviours found in a new source of empirical
site search data. We also explore the combinatorial nature of the
modes, extending Ellis’s [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] concept of mode co-occurrence to
identify and define a set of repeating patterns and sequences.
      </p>
    </sec>
    <sec id="sec-3">
      <title>3. CONSUMER SEARCH BEHAVIOUR</title>
    </sec>
    <sec id="sec-4">
      <title>3.1 Data Acquisition</title>
      <p>The primary source of data in this study is a set of 277
information needs captured during client engagements involving
the development of a number of custom site search applications.
These information needs take the form of ‘micro-scenarios’, i.e. a
brief narrative that illustrates the end user’s goal and the primary
task or action they take to achieve it, for example:



</p>
      <sec id="sec-4-1">
        <title>Find best offers before the others do so I can have a high margin.</title>
      </sec>
      <sec id="sec-4-2">
        <title>Get help and guidance on how to sell my car safely so that I can achieve a good price.</title>
      </sec>
      <sec id="sec-4-3">
        <title>Understand what is selling by area/region so I can source the correct stock.</title>
      </sec>
      <sec id="sec-4-4">
        <title>See year-on-year ad spend trends for TV and online to supply to the Head of Global Media.</title>
        <p>
          The scenarios were collected as part of a series of requirements
workshops involving stakeholders and customer-facing staff from
the respective client organisations. They were generated by
participants in individual breakout sessions, and then moderated
by the workshop facilitator in a group session to maximise
consistency and minimise redundancy or ambiguity. They were
also prioritised by the group to identify those that represented the
highest value both to the end user and to the client organisation.
This data possesses a number of unique properties. In previous
studies of information seeking behaviour (e.g. [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ], [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ]), the
primary source of data has traditionally been interview transcripts
that provide an indirect, verbal account of end user information
behaviours. By contrast, the current data source represents a
selfreported account of information needs, generated directly by end
users (although a proportion were captured via proxy, e.g. through
customer facing staff speaking on behalf of the end users). This
change of perspective means that instead of using information
behaviours to infer information needs and design insights, we can
adopt the converse approach and use the stated needs to infer
information behaviours and the interactions required to support
them.
        </p>
        <p>
          Moreover, the scope and focus of these scenarios represents a
further point of differentiation. In previous studies, (e.g. [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ]),
measures have been taken to address the limitations of using
interview data by combining it with direct observation of
information seeking behaviour in naturalistic settings. However,
the behaviours that this approach reveals are bounded by the
functionality currently supported by existing systems and working
practices, and as such do not reflect the full range of aspirational
or unmet user needs encompassed by the scenarios in this study.
Finally, the data is unique in that is constitutes a genuine
practitioner-oriented deliverable, generated expressly for the
purpose of designing and delivering professional site search
systems. As such, it reflects a degree of realism that interview data
or other research-based interventions might struggle to replicate.
        </p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>3.2 Data Analysis</title>
      <p>
        These scenarios were analyzed using the model derived previously
for the domain of enterprise search [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. In this respect, the
process was partially deductive, applying the model in a top-down
fashion to classify the data. But it was also partially inductive,
applying a bottom-up, grounded analysis to identify new types of
behaviour not present in the original model or to suggest revised
definitions of the existing categories.
      </p>
      <p>
        Although the original study involved three separate analysts, the
behaviours this time were identified by the first author alone. The
current analysis approach is therefore much more subjective.
However, the first author was also the facilitator at each of the
requirements workshops at which the scenarios were generated,
and was able to again a deep insight into the needs, goals and
motivations of the participants. This allowed him to be as
confident as possible in his understanding of the users’
information needs and consistent in his interpretation of the
information behaviours required to satisfy a particular need.
A number of the scenarios focused on needs that did not involve
any explicit information seeking or use behaviour, e.g. “Achieve a
good price for my current car”. These were excluded from the
analysis. A further number were incomplete or ambiguous, or
were essentially feature requests (e.g. “Have flexible navigation
within the page”), and were also excluded. This process resulted
in further confirmation and validation of the nine search modes
identified in the original study, but with revised definitions to
reflect a broader scope:
1. Locate: To find a specific (possibly known) item, e.g. “Find my
reading list items quickly”. This mode encapsulates the
stereotypical ‘findability’ task that is so commonly associated
with site search, consistent with (but a superset of) Spencer’s [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]
known item search mode. This was the most frequent mode in the
site search scenarios (120 instances).
2. Verify: To confirm that an item meets some specific, objective
criterion, e.g. “See the correct price for singles and deals”. Often
found in combination with locating, this mode is concerned with
validating the accuracy of some data item, comparable to that
proposed by Ellis et al. [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] (39 instances).
3. Monitor: Maintain awareness of the status of an item for
purposes of management or control, e.g. “Alert me to new
resources in my area”. This activity focuses on the state of
asynchronous responsiveness and is consistent with that of Bates
[
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], O’Day and Jeffries [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], Ellis [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], and Lamantia [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] (13
instances).
4. Compare: To identify similarities &amp; differences within a set of
items, e.g. “Compare cars that are my possible candidates in
detail”. This mode has not featured prominently in previous
models (with the possible exception of Marchionini’s), but was
found to be a significant component of enterprise search
behaviour [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. Moreover, it is a common feature of product
search and navigation on many ecommerce sites. However, it
occurred relatively infrequently in the site search scenarios (2
instances).
5. Comprehend: To generate independent insight by interpreting
patterns within a data set, e.g. “Understand what my competitors
are selling”. Like compare, this mode was found to be a key
element of the enterprise search scenarios, and also features in the
models of Cool &amp; Belkin [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and Marchionini [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. It occurred
relatively frequently in site search (50 instances).
      </p>
      <sec id="sec-5-1">
        <title>6. Explore: To investigate an item or data set for the purpose of</title>
        <p>
          knowledge discovery, e.g. “Find useful stuff on my subject topic”.
In some ways the boundaries of this mode are somewhat less
prescribed than the others, but what the instances share is the
characteristic of open ended, opportunistic search and browsing in
the spirit of O’Day and Jeffries [
          <xref ref-type="bibr" rid="ref11">11</xref>
          ] exploring a topic in an
undirected fashion and Spencer’s [
          <xref ref-type="bibr" rid="ref14">14</xref>
          ] exploratory. This mode
was the second most common in site search (110 instances).
7. Analyze: To examine an item or data set to identify patterns &amp;
relationships, e.g. Analyze the market so I know where my
strengths and weaknesses are”. This mode features less
prominently in previous models, appearing as a sub-component of
the processing stage in Meho &amp; Tibbo’s [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ] model, and
overlapping somewhat with Cool &amp; Belkin’s [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ] organize. This
definition is also consistent with that of Makri et al. [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ], who
identified analysing as an important aspect of lawyers’ interactive
information behaviour and defined it as “examining in detail the
elements or structure of the content found during
informationseeking.” (p. 630). Although the most common element of the
enterprise search scenarios, it was less prevalent in site search (59
instances).
8. Evaluate: To use judgement to determine the value of an item
with respect to a specific goal, e.g. “I want to know whether my
agency is delivering best value”. This mode is similar in spirit to
verify, in that it is concerned with validation of the data. However,
while verify focuses on simple, objective fact checking, our
conception of evaluate involves more subjective,
knowledgebased judgement, similar to that proposed by Cool &amp; Belkin [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ]
(61 instances).
9. Synthesize: To create a novel or composite artefact from
diverse inputs, e.g. “I need to create a reading list on celebrity
sponsorship”. This mode also appears as a sub-component of the
processing stage in Meho &amp; Tibbo’s [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ] model, and involves
elements of Cool &amp; Belkin’s [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ] create and use. Of all the modes,
this one is the most commonly associated with information use in
its broadest sense (as opposed to information seeking). It was
relatively rare within site search (5 instances).
        </p>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>4. MODE SEQUENCES AND PATTERNS</title>
      <p>
        Applying the modes described above provides a framework for
understanding the needs of site search users, and an insight into
their likely behaviours. But as with the previous study [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ], their
real value lies not so much in the individual instance data but in
the patterns of co-occurrence they reveals. In most scenarios,
modes combine to form distinct chains and patterns, echoing the
transitions observed by O’Day and Jeffries [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] and the
combinatorial behaviour alluded to by Ellis [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], who suggested
that information behaviours can often be nested or displayed in
parallel.
      </p>
      <p>Just as new definitions were needed to accommodate the new
domain, new patterns of occurrence were identified in the data.
Typically these consisted of chains of length two or three, of
which the following were most frequent:
1.
2.
3.</p>
      <sec id="sec-6-1">
        <title>Insight-driven search: (Explore-&gt;Analyze-&gt;</title>
        <p>Comprehend): This patterns represents an exploratory
search for insight to resolve an explicit information
need, e.g. “Assess the proper market value for my car”
(45 instances)
Opportunity-driven search:
(Explore-LocateEvaluate): In contrast to the explicit focus of the pattern
above, this sequence represents a less directed
exploration in the prospect of serendipitous discovery
e.g. “Find useful stuff on my subject topic”(31
instances)</p>
      </sec>
      <sec id="sec-6-2">
        <title>Qualified search (Locate-Verify) This pattern</title>
        <p>represents a variant of the stereotypical findability task
in which some element of immediate verification is
required, e.g. “Find trucks that I am eligible to drive”
(29 instances)
A deeper insight into these patterns can be obtained by presenting
them in diagrammatic form, as a network (Figure 1). This diagram
illustrates the three sequences outlined above plus other
commonly found patterns. It also reflects an outcome of the
pervious study, in that certain modes tend to function as
“terminal” nodes, i.e. entry points or exit points to a scenario. For
example, Explore typically functions as an opening, while
Comprehend and Evaluate function in closing a scenario. Analyze
typically appears as a bridge between an opening and closing
mode.</p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>4.1 Site search vs. Enterprise Search</title>
      <p>The sequences described above also allow us to reflect on some of
the differences between the needs of site search users and those of
enterprise search. One of the most fundamental differences is an
emphasis on simpler “lookup” modes such as Locate and Verify:
these were relatively rare in the enterprise search data, but
prominent in site search (120 and 39 instances respectively).
Enterprise search, by contrast, emphasised higher-level
“investigate” behaviours such as Analyze and Evaluate (modes
which also appeared frequently in site search, but not as
prominently: 58 and 61 instances respectively). However, in
neither case was the stereotype of ‘search as findability’ borne
out: even in site search (where it was the most common mode),
Locate was accountable for no more than a quarter of all
instances.</p>
      <p>But perhaps the biggest difference was in the composition of the
chains: while enterprise search was characterised by a wide
variety of heterogeneous chains, site searched focused on a small
number of common trigrams and bigrams. Moreover, these chains
displayed little evidence of the composite nature observed in
enterprise search, in which certain chains were seen to be
embedded within others to create larger, more complex sequences
of behaviour.</p>
    </sec>
    <sec id="sec-8">
      <title>5. DISCUSSION</title>
      <p>A key feature of the current model is its emphasis on the
combinatorial nature of search modes, and the value this offers as
a framework for expressing complex patterns of behaviour. Such
an approach is not unique: the second author, for example, has
also previously explored the concept of mode chains to describe
information seeking behaviours observed in naturalistic settings.
However, his approach was based on the analysis of complex
tasks observed in real time, and as such was less effective in
revealing consistent patterns of atomic behaviour such as those
found in the current study.</p>
      <p>Conversely, this virtue can also be a shortcoming: the fact that
simple repeating patterns can be extracted from the data may be as
much an artefact of the medium as it is of the information needs it
contains. These scenarios were expressly designed to be a concise,
self-contained deliverable in their own right, and applied as a
simple but effective tool in the planning and prioritisation of
software development activities. This places a limit on the length
and sophistication of the information needs they encapsulate, and
hence a natural boundary on the scope and extent of the patterns
they represent. Their format also allows the analyst to apply
perhaps an unrealistic degree of top-down judgement and iteration
in aligning the relative granularity of the information needs to
existing modes; a benefit that is less readily available to those
whose approach involves real-time, observational data.
A further caveat is that in order to progress from understanding an
information need to identifying the information behaviors
required to satisfy those needs, it is necessary to speculate on the
behaviours that a user might perform when undertaking a task to
satisfy the need. It may transpire that users actually perform
different behaviours which achieve the same end, or perform the
expected behavior but through a combination of other nested
behaviours, or may simply satisfy the need in a way that had not
been envisaged at all.</p>
      <p>Finally, the process of inferring information behaviour from
selfreported needs can never be wholly deterministic, regardless of
the consistency measures discussed earlier. In this respect, further
steps should be taken to operationalize the application of the
framework and apply some independent measure of stability or
objectivity in its usage.
driven approach to eliciting user needs, and identified some key
differences in user behaviour between the two domains.
In addition, we have demonstrated the value of the model as a
framework for expressing complex patterns of behaviour,
extending the IR concept of information-seeking to embrace a
broader range of composite information interaction and use
behaviours. Moreover, we propose that our method can be
adopted by other researchers who want to take a ‘needs first’
approach to understanding information behaviour.</p>
    </sec>
  </body>
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