interactive information seeking via selective application of contextual knowledge

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Interactive Information Seeking via Selective Application of Contextual Knowledge Gene Golovchinsky and Jeremy Pickens FX Palo Alto Laboratory, Inc.

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Exploratory search is a difficult activity that requires iterative interaction. This iterative process helps the searcher to understand and to refine the information need. It also generates a rich set of data that can be used effectively to reflect on what has been found (and found useful). While traditional information retrieval systems have focused on organizing the data that was retrieved, in this paper, we describe a systematic approach to organizing the metadata generated during the search process. We describe a framework for unifying transitions among various stages of exploratory search, and show how context from one stage can be applied to the next. The framework can be used both to describe existing information seeking interactions, and as a means of generating novel ones. We illustrate the framework with examples from a session-based exploratory search system prototype.

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Page 1: Interactive Information Seeking via Selective Application of Contextual Knowledge

Interactive Information Seeking via

Selective Application of Contextual Knowledge

Gene Golovchinsky and Jeremy PickensFX Palo Alto Laboratory, Inc.

Page 2: Interactive Information Seeking via Selective Application of Contextual Knowledge

First, some context …

We are concerned with how people can express their information needs to support their exploratory searching activities

In the grand scheme of things, we are interested in the microscopic level

On the other hand, the devil is in the details

Page 3: Interactive Information Seeking via Selective Application of Contextual Knowledge

Exploratory Search

Uncertain ASK (Belkin, 1980)

Recall-oriented

Cognitively challenging

Iterative “Queries consisting of facets with several … specific terms have more

discriminatory power than queries consisting of an intersection of facets…” (Vakkari, 2001)

Longitudinal Information needs can persist over long periods of time

Opportunistic Bates (1989)

Page 4: Interactive Information Seeking via Selective Application of Contextual Knowledge

Evolution of Search InteractionStart

Formulate query

Run query

Examine results

Save some docs

Stop

Examples:

Early batch retrieval systemsModern web search

Page 5: Interactive Information Seeking via Selective Application of Contextual Knowledge

Evolution of Search InteractionStart

Formulate query

Run query

Examine results

Save some docs

Done?

Stop

N

Y

Page 6: Interactive Information Seeking via Selective Application of Contextual Knowledge

Evolution of Search InteractionStart

Formulate query

Run query

Examine results

Save some docs

Done?

Stop

Revisitquery?

N

Y

N

Y

Page 7: Interactive Information Seeking via Selective Application of Contextual Knowledge

Evolution of Search InteractionStart

Formulate query

Run query

Examine results

Done?

Stop

Revisitquery?

Save some docsRelevancefeedback

N

Y

N

Y

Page 8: Interactive Information Seeking via Selective Application of Contextual Knowledge

Evolution of Search InteractionStart

Formulate query

Run query

Examine results

Done?

Stop

Revisitquery?

Save some docsRelevancefeedback

Select, fuse, filter, pivot

N

Y

N

Y

N

Page 9: Interactive Information Seeking via Selective Application of Contextual Knowledge

Trajectories

Stateless interaction Single loop Input: terms

Single user

Stateful interaction Multiple loops Input: terms,

queries, documents Multiple cooperating

or collaborating users

As we add more interaction possibilities, how do we manage interaction complexity?

Page 10: Interactive Information Seeking via Selective Application of Contextual Knowledge

Transitions

Interactive IR can be represented as transitions among information objects

Operations Keyword search Relevance feedback Query composition Recommendation Etc.

Information Objects Terms Queries Documents, Etc.

NN

Start

Formulate query

Run query

Examine results

Done?

Stop

Revisitquery?

Save some docsRelevancefeedback

Select, fuse, filter, pivot

Y

N

Y

Page 11: Interactive Information Seeking via Selective Application of Contextual Knowledge

From/to Document Document set Query

Document Link following“More like this” relevance feedback

Query expansion

Document set

Personalized recommendation

Relevance feedback Query expansion

Query“I am feeling lucky” Traditional IR, pseudo-

relevance feedbackTerm suggestion Query substitution

Information Retrieval as Transitions

More examples in the paper

Page 12: Interactive Information Seeking via Selective Application of Contextual Knowledge

So what did the title mean?

Contextual Knowledge Context can be propagated across

transitions

Selective Application Information objects can be combined and

re-combined to explore info space

Page 13: Interactive Information Seeking via Selective Application of Contextual Knowledge

Context

Iterative use of search tools accrues contextual information Existing systems may lose context

How can we use context to improve interaction? Existing systems may hide context

How do we preserve transparency of context?

No Grand Unified Theory of Context Collection of best-practices examples Some possible generalizations

It’s our GUT feeling

Page 14: Interactive Information Seeking via Selective Application of Contextual Knowledge

How to support exploration in exploratory search?

Traditional queries Relevance feedback

Exploratory combination of… Documents Queries

Reflection on the retrieval process

Page 15: Interactive Information Seeking via Selective Application of Contextual Knowledge

System Walkthrough

We’ve created an interactive search system Implements several transitions Preserves context when possible Collaborative use is baked in SACK is now called Querium UI improvements over what’s in the paper Still work in progress

Page 16: Interactive Information Seeking via Selective Application of Contextual Knowledge

Retrieval history, up close

Each bar represents a ranked result from a query Taller means more relevant

Query history progresses to the right Color represents person who found it Gaps mean that document was

not retrieved Clicking on a bar pivots to that

document in its retrieval context

Page 17: Interactive Information Seeking via Selective Application of Contextual Knowledge

Run a query…

Page 18: Interactive Information Seeking via Selective Application of Contextual Knowledge

Judge top 10 documents…

Page 19: Interactive Information Seeking via Selective Application of Contextual Knowledge

Run a second query & judge docs

Page 20: Interactive Information Seeking via Selective Application of Contextual Knowledge

Run a third query & judge docs

Page 21: Interactive Information Seeking via Selective Application of Contextual Knowledge

Run relevance feedback query…

Page 22: Interactive Information Seeking via Selective Application of Contextual Knowledge

Deselect two queries…

Page 23: Interactive Information Seeking via Selective Application of Contextual Knowledge

Examine history, find more relevant docs

Page 24: Interactive Information Seeking via Selective Application of Contextual Knowledge

Filter to see unread documents

Page 25: Interactive Information Seeking via Selective Application of Contextual Knowledge

Some generalizations

Don’t require users to remember, retype, reselect Map terms and metadata across transitions Keep search displays and documents in view

Finding aids and found objects

Provide visualizations of process, not just of data Histories Overviews Paths Collaborative traces

Facilitate exploration through Pivoting among information objects Recombination Arbitrary transitions Reversible operations

Page 26: Interactive Information Seeking via Selective Application of Contextual Knowledge

What we’ve learned

Process metadata can enhance interaction A record of users’ actions can be used to

improve the interface and the algorithms

Understanding the past can help explain the present and predict the future Was the current query effective? Am I seeing any new documents?

Page 27: Interactive Information Seeking via Selective Application of Contextual Knowledge

More to come

User-mediated query expansion Allow searchers to select expansion terms

Highlighting terms in the results Combine terms from multiple queries that retrieved a given

document

Visualize query history Provide overview of overlap among queries

Chronological history Allow searchers to explore history of actions

Integrating collaboration Awareness, communication

Page 28: Interactive Information Seeking via Selective Application of Contextual Knowledge

Questions?

Page 29: Interactive Information Seeking via Selective Application of Contextual Knowledge

An Exploration of Interaction

Start with traditional querying

Show results of subsequent queries in context of earlier ones Interactive document history visualization

Identify “saved” documents as they are re-retrieved

Perform relevance feedback on “saved” documents

Show fused results from all queries Pivot by sorting and/or filtering

De-select two queries and re-visit fused results

Page 30: Interactive Information Seeking via Selective Application of Contextual Knowledge

Transitions

Information seeking interaction can be characterized by transitions between states States can be different objects States can be different views

While transitions connect states, they also impose contextual barriers One challenge to interaction is how to

preserve context across these transitions

Page 31: Interactive Information Seeking via Selective Application of Contextual Knowledge

Some examples of transitions

From a document To document(s): highlight terms or related passages To query: query expansion To terms/metadata: “back of the book” index

From a query To document(s): Query-biased summaries To terms/metadata: faceted filtering/browsing To queries: related queries, query clustering

From a document set To document(s): aggregated highlighting, recommendation explanation To a query: relevance feedback To terms/metadata: “back of the book” index

More examples in the paper