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CHAPTER 13:
Information Search
Designing the User Interface:
Strategies for Effective Human-Computer Interaction
Fifth Edition
Ben Shneiderman & Catherine Plaisant
in collaboration with
Maxine S. Cohen and Steven M. Jacobs
Addison Wesley
is an imprint of
© 2010 Pearson Addison-Wesley. All rights reserved.
Information Search
• Introduction
• Searching in Textual Documents and Database
Querying
• Multimedia Document Searches
• Advanced Filtering and Search Interfaces
1-2
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Information Search (cont.)
• Information exploration used to be overwhelming,
causing anxiety
• New generation of digital libraries and databases will
enable convenient exploration of growing information
spaces
• UI designers are inventing more powerful search
methods, while offering smoother integration of
technology with tasks
• "Information retrieval" and "database management" are
being replaced by information gathering, seeking,
filtering, sensemaking, and visual analytics
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• Exploration collections of information become
more difficult as volume and diversity of the
collection grows
– A page of information is easy to explore, but
what about when the source of information is
the size of a book or larger?
– Difficult to locate known items or browse
• Computers are a powerful search tools, but older
UIs were challenging for novice and some expert
users
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Search terminology
• Task objects (such as movies for rent) are
stored in structured relational databases, textual
document libraries, or multimedia document
libraries
• A structured relational database consists of
relations and a schema to describe the relations
• Relations have items (usually called tuples or
records), and each item has multiple attributes
(often called fields), which each have attribute
values
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• A textual document library consists of a set of collections
(typically up to a few hundred collections per library) plus
some descriptive attributes or metadata about the library
(for example, name, location, owner)
• Task actions are decomposed into browsing or searching
• Here are some examples of task actions:
- Specific fact finding (known-item search)
• Find the e-mail address of the President of the United
States.
- Extended fact finding
• What other books are by the author of “Jurassic Park”?
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Search terminology (cont.)
-
Exploration of availability
• Is there new work on voice recognition in the ACM digital
library?
Open-ended browsing and problem analysis
• Is there promising new research on fibromyalgia that might
help my patient?
• Once users have clarified their information needs, the
first step towards satisfying those needs is deciding
where to search
• Supplemental finding aids can help users to clarify and
pursue their information needs, e.g. table of contents or
indexes
• Additional preview and overview surrogates for items
and collections can be created to facilitate browsing
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Searching in Textual Documents
and Database Querying
• World Wide Web search engines have
greatly improved their performance by
making use of statistical rankings and the
information latent in the Web's hyperlink
structure
– Google implements a link-based ranking
measure (PageRank) to compute queryindependent score for each document
– https://www.youtube.com/watch?v=BNHR6IQJ
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GZs
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Searching in Textual Documents
and Database Querying (cont.)
• Due to redundancy of information on the Web,
results almost always return some relevant
documents, and they allow users to find answers
through hyperlinks
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Database Querying
• Database searches have become
widespread as the general public turns to
the Web to reserve travel packages, shop
for groceries, search digital libraries, and
more
• The Structured Query Language (SQL)
remains a widespread standard for
searching relational database systems
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Database Querying (cont.)
• Expert users can use SQL:
SELECT DOCUMENT#
FROM JOURNAL-DB
WHERE (DATE >= 2004 AND DATE <= 2008)
AND (LANGUAGE = ENGLISH OR FRENCH)
AND (PUBLISHER = ASIST OR HFES OR ACM)
• SQL has powerful features, but it requires
training
• While SQL is a standard, form fill-in queries
have simplified query formulation
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Database Querying (cont.)
• Other methods include:
- Natural language queries
- Form fill-in
- Query by example (QBE)
• Providing powerful search capabilities without
overwhelming novice users remains a challenge,
addressed by providing simple and advanced
search interfaces
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Database Querying (cont.)
• Natural-language queries are meant to be
appealing to users
– “Please list the documents that deal with…”
• However, the computer’s capacity for
processing is often limited to eliminating
frequent terms or commands and
searching for the remaining words
– Leads to frustration
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Database Querying (cont.)
• Form fill-in queries have substantially
simplified query formulation while still
allowing some Boolean combinations to be
made available
– Conjunction of disjunctions (ORs) within
attributes, and ANDs between attributes
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Database Querying (cont.)
• Query by example (QBE) is a more
powerful approach
– Users enter attribute values and some
keywords in a relational table template
– This approach has influenced modern
systems, but is no longer a major interface
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Searching in Textual Documents
and Database Querying (cont.)
Find bills debated
in Congress
during
current/past
years. Can select
scope of the
search and allow
variants.
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Search Interface Design
• Standard design is to create a simple
search interface with a link to the
advanced search interface
• Simple interfaces allow users to specify
phrases that are searched in all the fields
– Single field to enter terms and a button to start
search
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• Advanced interface allows users to specify more
precise terms or restrict the search to specific
fields
– 5-stage framework
• Interfaces often either hide important aspects of
the search or make advanced query specification
too difficult
• Evidence shows that users perform better and
have higher satisfaction when they can view and
control the search
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Five-phase framework to clarify user
interfaces for textual search
1. Formulation: expressing the search
2. Initiation of action: launching the search
3. Review of results: reading messages and
outcomes
4. Refinement: formulating the next step
5. Use: compiling or disseminating insight
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Stage 1: Formulation
• Identify the source of the information, the
fields for limiting the source, the phrases,
and the variants
• Searching all libraries or all collections in a
library is not the best approach
• Users often prefer to limit the sources to a
specific library/collection
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Stage 1: Formulation (cont.)
• Users may also limit searches to specific
fields
• In textual databases, users typical seek
items that contain meaningful phrases, and
multiple-entry fields can be provided to
allow for multiple phrases
• Searches on phrases have proven to be
more accurate than individual words
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Stage 1: Formulation (cont.)
• When users are unsure of exact value of
the field (terms to be searched for or
spelling/capitalization of the name), they
may need to relax the search constraints
• Allow variants (capitalization, stemmed
versions, partial matches, phonetic
variants) to relax search constraints
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Stage 1: Formulation (cont.)
• Examples:
– Capitalization: Case sensitivity
– Stemmed versions: the keyword ‘teach’
retrieves variant suffixes such as ‘teacher’,
‘teaching’, or ‘teaches’
– Partial matches: keyword ‘biology’ retrieves
‘sociobiology’ and ‘astrobiology’
– Phonetic variants: the keyword ‘Johnson’
retrieves ‘Jonson’, ‘Jansen’, and ‘Johnsson’
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Stage 2: Initiation of action
• Explicit: Most current systems have a
search button
– Label, size, and color should be consistent
across versions
• Implicit: Changes to a component of Stage
1 immediately produce new sets of search
results (see next slide)
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Searching in Textual Documents
and Database Querying (cont.)
As users press keys on the keypad (left figure), the digits are shown and a search is
implicitly initiated to display the list of names in the address book that match the
series of keys pressed. On the right figure, red wedges at the edge of the screen hint
at the locations of off-screen results on a map (Gustafson)
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Stage 3: Review of results
• Users read messages, view textual lists, or
manipulate visualizations
• Previews consisting of samples (e.g.,
Google search results), human-generated
abstracts, or automatically generated
summaries help users select a subset of
the results for use and can help them
define more productive queries
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Stage 3: Review of results (cont.)
• Translations may also be proposed
• If users have control over the result set
size and which fields are displayed, they
can better accommodate their informationseeking needs
• Common to return only 10 or 20 results
• Allowing users to control how results are
sequenced also contributes to more
effective outcomes
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Stage 3: Review of results (cont.)
• One strategy used by Endeca is to provide an
overview of the results using attribute values
– Example: providing the number of books,
journal articles, or news articles (see next
slide)
• Another strategy used by Vivisimo and Grokker
involves automatic clustering and naming of the
clusters
– Problematic
– Clustering according to more established and
meaningful hierarchies might be more effective
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Stage 3: Review of results (cont.)
A search for “user interface”
powered by Endeca
(http://www.lib.ncsu.edu) returns
144 results grouped into 10
pages. The menu at the upper
right allows users to sort
results by relevance or by date,
while on the left a summary of
the results organized
by Subject, Genre, or Format
provides an overview of the
results and facilitates
further refinement of the search.
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Stage 3: Review of results (cont.)
• To help users identify items of interest,
highlight keywords or key phrases used in
the search
• For large documents, automatically
scrolling to the first occurrence of the
keyword is helpful
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Stage 4: Refinement
• Provide meaningful messages to explain
search outcomes and to support
progressive refinement
– Keep track of search history
• Review and reuse of earlier searches
– Feedback should be given about
occurrence of words if not found
• Misspelling
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Final stage: Use
• Results can be merged and saved, sent by
email, or used as input to other programs
(e.g., visualization or statistical tools)
• Users may also want to activate an RSS
feed to be notified when new results are
available
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• Designers can apply the 5-stage
framework to make the search process
more visible, comprehensible, and
controllable by users
• This approach is in harmony with the
general move towards direct manipulation,
in which the system is made visible and is
placed under user control
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Five-phase
framework to
clarify user
interfaces for
textual search
(cont.)
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Multimedia Document Searches
• Search interfaces in multimedia-document
libraries are a greater challenge
• Locating items such as images, videos, sound
files, or animations depend on text searches in
descriptive documents or searches on
keywords, tags, and metadata
• E.g., searches in photo libraries can be done
easily, but more difficult to find photo of
particular ribbon-cutting ceremony or horse
race.
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Multimedia Document Searches
(cont.)
• Collaborative tagging of multimedia
documents is drastically changing how
users search for photos, videos, maps, and
web pages, but many important collections
remain untagged
• Even if completely automatic recognition is
not possible, it is useful to have computers
perform some filtering
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Multimedia Document Searches
(cont.)
• Multimedia-document search interfaces
have to
– integrate powerful annotation and indexing
tools
– Use search algorithms to filter the collections
– use media-specific browsing techniques for
viewing the results
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Multimedia document searches
(cont.)
• Image Search:
– Finding photos with images such as the Statue of
Liberty is a challenge
• Query-by-Image-Content (QBIC) is difficult
• Search by profile (shape of lady), distinctive features (torch),
colors (green copper)
• https://www.youtube.com/watch?v=VnX_FqMlkZo
– Use simple drawing tools to build templates or profiles
to search with
• https://www.youtube.com/watch?v=5Om48Yz3X8k
– More success is attainable by searching restricted
collections
– For small collections of personal photos effective
browsing and lightweight annotation are important
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Multimedia Document Searches
(cont.)
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Multimedia document searches
(cont.)
• Map Search
– On-line maps are plentiful
– Search by latitude/longitude is the structureddatabase solution
– Today's maps allow utilizing structured
aspects and multiple layers
• City, state, and site searches
• Flight information searches
• Mapquest, Google Maps, etc.
– Mobile devices can allow “here” as a point of
reference
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Multimedia document searches
(cont.)
• Design/Diagram Searches
– Some computer-assisted design packages support
search of designs
– Allows searches of diagrams, blueprints, newspapers,
etc., e.g. search for a red circle in a blue square or a
piston in an engine
– Document-structure recognition for searching
newspapers
• Sound Search
– MIR supports audio input
– https://www.youtube.com/watch?v=zGlsnEnKFoI
– Search for phone conversations may be possible in
future on speaker independent basis
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Multimedia document searches
(cont.)
• Video Search
– Provide an overview
– Segmentation into scenes and frames
– Support multiple search methods
• Animation Search
– Prevalence increased with the popularity of Flash
– Possible to search for specific animations like a
spinning globe
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Advanced Filtering and Search
Interfaces
• Users have highly varied needs for advanced
filtering features.
• For advanced uses there are alternatives to
form fill-in query interfaces:
•
Filtering with complex Boolean queries
•
Problem with informal English, e.g. use of ‘and’ and ‘or’
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Advanced filtering
and search interfaces (cont.)
• Automatic filtering - Apply user-constructed set of
key phrases to dynamically generated
information
• Dynamic Queries - Adjusting sliders, buttons, etc
and getting immediate feedback
– “Direct manipulation” queries
– Use sliders and other related controls to adjust the
query
– Get immediate (less than 100 msec) feedback with
data
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Advanced Filtering and Search
Interfaces (cont.)
Blue Nile (bluenile.com) uses
dynamic queries to narrow
down the results of
searches. Here, the doublesided sliders were adjusted
to show only lower-priced
diamonds with very good cut
and high carat ratings.
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Advanced filtering
and search interfaces (cont.)
• Implicit Search
– Use similarity or context information to present items
of potential interest
• Collaborative Filtering
– Groups of users combine evaluations to help in finding
items in a large database
– User "votes" and his info is used for rating the item of
interest
• Visual searches
– Specialized visual representations of the possible values, e.g.
dates on a calendar or seats on a plane
– On a map the location may be more important than the name
• Faceted metadata search
– Integrates category browsing with keyword searching
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Advanced Filtering and Search
Interfaces (cont.)
Flamenco (http://flamenco.berkeley.edu/) is an example of a faceted metadata search. Facets include Media, Location,
Date, Themes, and so on. Here, two attribute values are selected (Date = 20th century and Location = Europe) with
results grouped by location. The image previews are updated immediately as constraints are added or removed
(another example of implicit query initiation). Clicking on a group heading such as “Belgium/Flanders” refines the query
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into that category, while clicking on “All” dates relaxes the date constraint.
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