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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Collaborative environment of the PROMISE infrastructure: an "ELEGantt" approach</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Marco Angelini</string-name>
          <email>angelini@dis.uniroma1.it</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Guido Granato</string-name>
          <email>granato@dis.uniroma1.it</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Claudio Bartolini</string-name>
          <email>claudio.bartolini@hp.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Preben Hansen</string-name>
          <email>preben@sics.se</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Gregorio Convertino</string-name>
          <email>convertino@xrce.xerox.com</email>
          <xref ref-type="aff" rid="aff3">3</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Giuseppe Santucci</string-name>
          <email>santucci@dis.uniroma1.it</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>HP Labs</institution>
          ,
          <country country="US">USA</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>SICS</institution>
          ,
          <country country="SE">Sweden</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Sapienza University of Rome</institution>
          ,
          <country country="IT">Italy</country>
        </aff>
        <aff id="aff3">
          <label>3</label>
          <institution>Xerox Research, Centre</institution>
          ,
          <addr-line>Europe</addr-line>
        </aff>
      </contrib-group>
      <fpage>3</fpage>
      <lpage>6</lpage>
      <abstract>
        <p>This paper focuses on developing lightweight tools for knowledge sharing and collaboration by communities of practice operating in the field of information retrieval. The paper contributes a motivating scenario, a characterization of these communities, a list of requirements for collaboration, and then a system design proposed as a proof-of-concept implementation that is being evaluated.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>INTRODUCTION</title>
      <p>This paper focuses on the problem of supporting knowledge
sharing and collaboration in communities of practice that operate in
the field of information retrieval (IR). These communities include
developers, researchers, and stakeholders who periodically collect
and use scientific data produced by the experimental evaluation of
IR systems. Specifically, the communities considered include those
involved in three specific IR domains: Patent, Cultural Heritage,
and Radiology.</p>
      <p>The research context of the work reported in this paper is the
PROMISE NoE. This project aims at advancing the current tools for IR
communities to perform experimental evaluation of complex
multimedia and multilingual information systems. The ultimate goal of
the project is to develop a unified infrastructure for the community
to efficiently collect and reuse data, knowledge, tools,
methodologies, and communities of end users. In this context, providing
adequate support for collaboration is crucial. Herefrom the specific
goal of the work reported in this paper: designing and evaluating
lightweight support for knowledge sharing and collaboration.
Currently, the following problems result from lack of suitable
collaboration tools:
1) Greater effort is required by individual members, who contribute
as volunteers, for sharing knowledge and collaborating. In the long
term, this discourages broader participation.
2) Poor reuse of content and process information across the
multiple instantiations of similar experimental evaluation processes.
Over time, this leads to inefficient processes: e.g., content is
alPresented at EuroHCIR2012. Copyright c 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.
ways recreated from scratch, successful processes (best practices)
cannot be reused, novices cannot be easily trained based on shared
experience.
3) The overall community cannot easily reflect on (and thus
reengineer) its own workflow around specific TRECs.
2.</p>
    </sec>
    <sec id="sec-2">
      <title>MOTIVATING SCENARIO</title>
      <p>The starting point of our analysis is a typical IR evaluation
campaign (lab). In a typical scenario, Adam (lab organizer) is
preparing an IR experiment and evaluation task and spends time and
resources for coordinating, communicating and assembling people
and resources in order to proceed with the overall evaluation task,
e.g. recruiting people that will be responsible for different
evaluation task(s). Communication and sharing of information may be
different within different across sub-tasks. Furthermore, they may
be different between labs without any awareness among actors of
the similarities/differences in the evaluation task processes. Thus,
it is important to identify the stages in the evaluation task process
as well as how collaborative and information sharing activities are
manifested.
3.</p>
    </sec>
    <sec id="sec-3">
      <title>CHARACTERIZING IR COMMUNITIES</title>
      <p>
        The CLEF experimental platform involves a series of CLEF Labs
and one or more tracks within each Lab. Each Lab as well as each
track involves a certain set of tasks that could be considered as a
task process or workflow. In order to define and describe these
tasks we have investigated the lab and track organizers of a CLEF
experiment, how they performed their work and what steps they
went through during their work. Furthermore, we have extracted
requirements for collaborative information handling and
information sharing activities specifically [
        <xref ref-type="bibr" rid="ref3 ref5">3, 5</xref>
        ]. An evaluation campaign
is an activity intended to support IR researchers providing a large
test collection and uniform scoring procedures. An evaluation
campaign is organized within an evaluation framework like TREC or
CLEF and can involve different domains (cultural heritage, patent,
radiology and so on). Within an evaluation campaign there are
many tracks, such as multimedia, multilingual, text, music, images,
etc. A track can be organized differently according to a specific
domain and include, in turn, several tasks. A task is used to define the
structure of the experiment, specifying a set of documents, a set of
topics, and a relevance assessment. For each task the set of
documents can be structured defining, for example, a title, keywords,
images and so on. A topic represents an information need.
Documents can be assessed as being relevant or not (or more or less
relevant) for a given information need (topic).
      </p>
      <p>Some of the most common tasks that we observed as part of a
typical evaluation campaign include the followings: submission,
preparation, track definition, topic creation, data set, relevance
assessment, summarizing, and finalizing.
3.1</p>
    </sec>
    <sec id="sec-4">
      <title>Observed roles in IR Communities</title>
      <p>Within an evaluation campaign many people are involved in
different tasks, such as organizing, creating topics, managing
collections, handling participants and submission, choosing measures,
and running the final evaluations.</p>
      <p>The set of actors involved in PROMISE activities is not
homogeneous and depends on the domain which is taken into account.
Looking at three domains (patent, medical, and cultural heritage),
we defined the following actors:
- organizers: people who are in charge of preparing a campaign; it
is possible to distinguish domain organizers and track organizers;
- participants: people who run their algorithm(s) according to the
actual tasks;
- relevance assessors: people who make the relevance assessment;
- topic creators: people who define topics for a given task;
- site administrators: (e.g. system administrators);
- other researchers
- annotators: people who annotate resources to highlight some
hidden information.</p>
      <p>Each of these actors is described along with a set of activities or
tasks. Moreover, a user can have more than one role.
3.2</p>
    </sec>
    <sec id="sec-5">
      <title>Observed tools of IR Communities</title>
      <p>The collaborative work may be performed in a non-structured
manner using basic tools for collaboration in an ad hoc fashion.
The following are the most commonly used tools for collaboration:
- E-mail: the most common way to organize the work and spread
information;
- Face-to-face meetings: useful to discuss more effectively about
problems and solve them; it is complex if people don’t work in the
same building;
- Video conference tools (e.g. Skype): used instead of face-to-face
communication;
- Shared workspaces (e.g. shared document editor, desktop
sharing): useful to share documents. However an issue may arise where
many people work on the same document.</p>
    </sec>
    <sec id="sec-6">
      <title>COLLABORATION REQUIREMENTS</title>
      <p>As mentioned in the introduction, a more suitable collaborative
tool is needed to help researchers to accomplish their tasks. To
realize it we have to overcome some limitations.</p>
      <p>The first one is the impossibility to define a common detailed
workflow due to the presence of different domains, each of them with
specific needs. This makes it difficult to realize a collaborative
environment completely specified. Despite this limit, it is possible
to individuate some common needs such as: communication with
other actors, access to data of previous campaign, sharing of task
flow of actual evaluation campaign, and sharing workspace with
actors involved in the same tasks.</p>
      <p>Another aspect that characterizes the work of people involved in a
lab is that there is an alternation between individual and
collaborative work, which is in contrast to a too rigid environment.
The basic idea of our system is to improve the actual tools used in
IR community without defining the collaborative environment in a
too rigid way. Our purposes in this paper are:
1) Collecting the tools actually used (e.g. Skype, Googledocs, etc.)
in a structured environment. 2) Making available to users other
collaborative tools (polls, news). 3) T@GZ: a social software system
for organizational information sharing.
4.1</p>
    </sec>
    <sec id="sec-7">
      <title>Requirements by role</title>
      <p>In order to get information on the actual tasks users performed,
we made requirements elicitation through a number of
questionnaires to track organizers within the three predefined domains of
Patent, Cultural Heritage, and Radiology in the CLEF platform.
Working through these questions we identified: a) different roles
of actors involved in the CLEF experiments, b) requirements for
collaborative information handling activities and information
sharing and c) links between roles and collaborative events.
Furthermore we describe each task stage regarding subtask involved
(fig.1):
- Submission task: preparing a lab proposition including sub tracks,
acceptance of the lab or not.
- Preparation task: preparation of a CLEF lab flyer including
details of each lab, obtaining databases, preparing a copyright
agreement, preparation of the web page.
- Track definition task: definition of broad tasks, start of
registration for the participants.
- Topic creation task: preparation of detailed topics for each task,
release of topics, checks of the copyright forms.
- Data set: data access for all registered participants with signed
copyright forms for their tracks.
- Relevance judgment task: preparation of the judgement system;
finding qualified judges; submission of all runs by participants;
pooling of the runs to create documents to judge; judgement of
the documents for relevance; evaluation of all submitted runs.
- Summarizing task: release of ground truth; submission of
participants’ papers with results and technical descriptions; analysis of
the results and submission of overview paper.
- Finalizing task: CLEF workshop and labs with discussion;
feedbacks on CLEF; preparation of next year of CLEF; distribution of
responsibilities.
4.2</p>
    </sec>
    <sec id="sec-8">
      <title>Implicit requirements</title>
      <p>
        Support the community in managing the process:
- Tasks and roles. Various roles are involved in communities work
on experimental evaluation of IR systems. Multiple tracks and tasks
are part of a process occurring in an evaluation experiment such as
CLEF. Within a track, some of the tasks are interdepend. Specific
roles perform specific tasks. One member can play multiple roles.
The set of the role and tasks changes across different IR domains.
- Assume both individual and collaborative works. Many tasks
are conducted individually and the individual work is interleaved
with collaborative work. Support both individual and collaborative
works and faster transitions.
- Only some of the steps in the work-flow are fully specified before
or at the outset of the process, others are defined during the process.
Needs related to existing work tools:
- As for other communities of knowledge workers [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], the members
of these communities use email as their primary communication
tool. It would be helpful for any new tool for knowledge sharing
and collaboration to build on the central role of email.
- Clear added value. The user should be required to log onto a new
system only if such new system supports additional functions that
are useful and are not already supported in email or other
generalpurpose media already in use (e.g. VoIP).
- Difficult tracking and reuse. Perhaps a useful role can be played
in facilitating a smoother integration across the multiple existing
tools.
      </p>
      <p>Needs related to new collaborative functions that might support
collaboration:
- Groups. Group creation is tied to the task.
- Polls. The polls component should be integrated with the other
components (this is an example of function not available in email).
- Collaborative workspace. It is desirable for the members of the
community to have easy access to the shared resources and typical
steps, which, ideally, should be made available all in one place.
- Process visualization. We observed visible differences in the
different instantiations of the work-flows elicited from different
subcommunities. It allows people to become aware of differences and
similarities in the way sub-communities go about performing the
same process.</p>
    </sec>
    <sec id="sec-9">
      <title>CONTEXT AND RELATED WORK</title>
      <p>
        Recent research has pointed to the importance of investigating
and supporting collaboration in the field of Information Retrieval
(IR). For example, [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] reviews the studies of collaboration relative
to this field and concludes that the IR field needs to better
understand and improve the systems that support both direct and indirect
collaboration during information tasks. This is supported by
studies in various IR settings. [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] investigated patent engineers, which
is a specific community conducting IR processes, and found that
they were involved in various collaborative activities. Overall,
existing studies have observed that collaboration is indeed endemic
to the broader activities of individuals who perform information
seeking, searching, and retrieval tasks. However, with our work
we aim to address two specific limitations of the existing literature.
First, the prior studies of collaborative practices in IR have focused
on describing the practices of teams or groups of users in different
settings and user communities (e.g., academia, industry, medicine,
patent offices; see [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] or have developed new tools to support these
practices [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], but have not yet systematically investigated how to
support collaboration at the level of a large communities of
practice. Second, while there has been research on how to support
communities of practices of professionals (e.g., [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]) or scientists (e.g.,
collaboratories, see [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], we focus specifically on how to support
lightweight knowledge sharing and collaboration in the
community of IR researchers and professionals who develop and evaluate
IR tools. This is a community with unique needs for collaboration
and types of workflows: recurrently, specific sub-communities of
volunteers need to agree on, build, and refine evaluation campaigns
for testing IR systems.
      </p>
      <p>
        A key distinctive property of the IR communities is that their
workflows cannot be fully specified a priori. That is, if we
consider a continuum from highly specified to highly unspecified
processes, then we could classify the instances of workflows of the IR
communities as intermediate cases along this continuum. [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], who
named this continuum the Specificity Frontier, observed a gap
between two existing approaches for supporting collaboration: most
collaborative systems have focused on either automating fixed work
processes (e.g., Enterprise Resource Planning tools) or simply
supporting communication in ad-hoc processes (e.g., email). To
adequately support the collaboration in IR communities we need to
bridge the gap between these two approaches using lightweight
tools that are compatible semi-structured workflows. While the
specific instances of these workflows share several of the tasks and
roles, the specific instances will inevitably vary across IR domains
(and data types), evaluation campaigns, and over time (because the
process is refined by the IR community in a collaborative manner as
it is repeated over the years). Interestingly, recent research on
communities of professionals pointed to the same need for collaborative
tools that are able to support flexible realizations of the processes
rather than forcing the community into hard-coded processes [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ].
      </p>
      <p>
        Articulating further the design requirements for supporting
semistructured workflows, [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] divides the specificity frontier into four
sub-spectra: providing context for enactment, monitoring constraints
about the task, providing/planning options to reach a goal, and
guiding through a given script. Building on this classification, in
this paper we focus on providing support to the IR communities in
the first two sub-spectra.
6.
      </p>
    </sec>
    <sec id="sec-10">
      <title>DESIGN AND ARCHITECTURE</title>
      <p>
        To fulfill the requirements described on Section 4, we devised
the architecture shown on Figure 3. It refers to the classical CLEF
experiments organization, that is arranged in terms of different
domains (e.g., Medical, Patents, etc.). For each domain one or more
tracks are available. As described on Section 3, the organization
of a track is a complex collaborative process and encompasses
several tasks that exhibit some precedence relationships. The task flow
of a track is formalized using an Extended Light livE Gantt
(EleGantt) and is shown within the CUI to the user, acting as the main
entry point for collaborative activities (Figure 4). A suitable
administrative interface allows for adapting the task flow of a track
to procedural changes. According to [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] (Figure 2), EleGantt is in
charge of providing a part of the process context, i.e., a structured
to-do list. The second part of the context, i.e., a shared common
space, is provided by T@GZ [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. EleGantt is an extension of the
traditional Gantt chart. It allows for:
- attaching a rich set of meta-data to tasks with the goal of
supporting collaborative activities: involved people, involved roles,
associated tags, kind of collaboration activities needed to accomplish
the task, and the list of other processes that share the same activity;
- expressing the non overlapping constraint between tasks that
must be executed in sequence;
- specifying temporal uncertainties (e.g., minimum and
maximum duration of an activity), and degree of freedom for milestones
and deliverable releases. Moreover, the EleGantt visualization is
both a visualization of the task flow and an interactive interface
that allows for exploring and accessing task flow associated
information, like roles, people, similarities with other task flows, etc.
      </p>
      <p>T@GZ is a social software system for organizational
information sharing. In T@GZ the user can share by simply sending an
email message with the content to be shared, and addressing the
message to one or more topic specific keywords. For example, one
might use the address, bizdev@share.X.com, for referring to
information related to "business development" topic (see Figure 4, top
left). Thus, the content of that email is ’tagged’ by the keyword
’bizdev’. Any mail may have multiple tags attached in this
manner, in the ’To’ or ’CC’ fields, using any client. While enabling
easy publishing and re-finding of this information, the system does
not induce people to send additional emails other than those that
they are already sharing. Focusing now on the implementation of
T@GZ in the whole system, using a set of predefined tags (i.e., the
tags associated to the elegantt’ s tasks), T@GZ provides a means
for indexing the emails that are exchanged among the organizers
of the tracks, including links to smart attachments. The work-flow
engine is aware of the elegantts and using time information and
inspecting the KB sends through email different kinds of notifications
(e.g., a deadline is approaching, it is time to move to the next step,
etc.) to people involved in the tracks organization.</p>
      <p>The Collaborative User Interface (CUI) is the Web based access
point to all the collaborative activities (see figure 4). It is basically
split in two subcomponents. The first one allows for managing
personal user collaborative information (left part of the picture), e.g.,
messages, polls, etc. The second one refers to the whole process
and allows for both exploring it using EleGantt, discovering
people, roles, and tags and browsing the whole set of tagged emails.
Moreover, the CUI contains a set of tabs that allows for accessing
the collaborative tools that have been specified in the EleGantt. In
order to provide the user with an unique access point to the
process resources, the CUI sends tagged emails to T@GZ, containing
a link to the collaborative resources (e.g., link to dropbox folder or
to Google Docs document)
7.</p>
    </sec>
    <sec id="sec-11">
      <title>CONCLUSION AND FUTURE WORK</title>
      <p>As result of our investigation we identified some general
challenges or open issues for this domain: 1) find a good balance
between the need for flexibility to fit various, partially-defined
processes and the need for enough specification in order to allow
automation 2) identify the set of predefined tags (some common and
some domain specific) 3) semi-automate the tagging process (e.g.,
an intelligent assistant).</p>
    </sec>
    <sec id="sec-12">
      <title>Acknowledgements</title>
      <p>The work in this paper has been supported by the PROMISE NoE
(contract n. 258191) project as a part of the 7th Framework
Program of the European commission (FP7/2007-2013).
8.</p>
    </sec>
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