Final Progress Post

Title of Primary Project Output: “INVISQUE: An interactive search system with non-conventional interface for searching and querying information.

Screenshots or diagram of prototype:

Initial concept of retrieval of papers: size indicates significance; grouping indicates semantic distance; fade is used to filter primary relevance and secondary relevanceInitial concept of retrieval of papers: size indicates significance; grouping indicates semantic distance; fade is used to filter primary relevance and secondary relevance

Initial concept of showing relationshipsInitial concept of showing relationships

Initial concept of timeline Initial concept of timeline

The demo - search result organised in x and y axisThe demo - search result organised in x and y axis

The demo - showing relationshipsThe demo - showing relationships

The demo - with wizard functionThe demo - with wizard function

The demo - integrating with other Internet system The demo - integrating with other Internet system

Description of Prototype: INVISQUE is a prototype with non-conventional interface for searching and querying information. Search results are displayed in a large window-less and borderless two-dimensional display space. This allows the users to interact with the visualization directly for filtering and expanding the search results to find the information they want more efficiently. INVISQUE aims to present the design for the next generation of information search and retrieval systems that would support semantic analysis and access to massively large data sets.

End User of Prototype: Students, researchers and analysts. For example, most students find current library systems too complicated to use and often needs to be trained before they can use the systems. However, INVISQUE provides a simple user interface, that is easy to use and to interact and needs no training.

Link to working prototype: http://www.eis.mdx.ac.uk/staffpages/raymond2/files/scripts/INVISQUE_Technical_Documentation.doc

Link to end user documentation: http://www.invisque.mdx.ac.uk/?page_id=162

Link to code repository or API: http://www.invisque.mdx.ac.uk/?page_id=169

Link to technical documentation: http://www.eis.mdx.ac.uk/staffpages/raymond2/files/scripts/INVISQUE_Technical_Documentation.doc

Date prototype was launched: 19th February 2010

Project Team Names, Emails and Organisations: Professor William Wong (W.Wong@mdx.ac.uk, head of Interactive Design Centre), Dr. Dong-Ham Han (D.Ham@mdx.ac.uk, Lecturer), Raymond Chen (R.Chen@mdx.ac.uk, reseracher), (Neesha Kodagoda, N.Kodagoda@mdx.ac.uk, PHD student), Nazlin Bhimani (N.Bhimani@mdx.ac.uk, Librarian), Dr. Nawaz Khan (N.X.Khan@mdx.ac.uk), Dr. Emma Byrne (ebyrne@ed.ac.uk)

Project Website: http://www.invisque.mdx.ac.uk/

PIMS entry: N/A

Table of Content for Project Posts:
- State of the Art in Information Search Practice & Tools Nazlin Bhimani     (http://www.invisque.mdx.ac.uk/)
- User Behaviour in Resource Discovery: Initial Findings     (http://www.invisque.mdx.ac.uk/)
- UBiRD and INVISQUE Meet     (http://www.invisque.mdx.ac.uk/)
- The “Brainstorm”     (http://www.invisque.mdx.ac.uk/)
- Steel at INVISQUE Meeting     (The Sheppard Library, Hendon) (http://www.invisque.mdx.ac.uk/)
- INVISQUE close up meeting     (http://www.invisque.mdx.ac.uk/)
- Lessons Learnt on INVISQUE Project     (http://www.invisque.mdx.ac.uk/)
- INVISQUE 1.0 Video     (http://www.invisque.mdx.ac.uk/)
- Final Progress Post     (http://www.invisque.mdx.ac.uk/)




INVISQUE 1.0 Video

INVISQUE Video is now ready to view. The video includes the overview of how the current version (1.0) of INVISQUE works. Please download from the link below.


INVISQUE 1.0 Video (The original INVISQUE design was created by William Wong and implemented by STEEL London)




Lessons Learnt on INVISQUE Project

Lessons Learnt about Innovation Research
Through the INVISQUE project, we have come away with a number of lessons learnt about the process and activity of innovation, how we encourage it, and what can hinder it. In the section below, we briefly list the insights we have learnt through the process of innovation research in INVISQUE.

INNOVATION RESEARCH
Innovation research is not development - it is about breaking new ground. In ‘normal’ development, the system or application is specified. The risks are lower as funder, developer and stakeholders, ‘know’ what they will be getting. In innovation research, although the proposals have to be couched in terms of R&D, the final outcome should be ’surprising’. It should seek to break paradigms, offering new capabilities that afford new forms of work, rather than just making (minor or major) improvements to the way we work.

Innovation research needs a framework for establishing common expectations. It is good to have a common appreciation and expectation of what the innovation prototypes are supposed to convey. For example, the NASA TRL (Technology Readiness Level) Framework is such a tool that can be used for articulating expectations. The TRL is a 9-point scale that defines the readiness of a technology for deployment. TRL 1 refers to ideas, concepts, very early prototypes used perhaps to study feasibility. TRL 9 refers to very mature technology that is ‘mission ready’, ie it can be deployed in a space ship and be expected to work under the operating conditions.

When developing or maturing the ideas
New ideas need longer time to transfer to members not usually involved in this area – it took longer time than expected when trying to get the design concepts across to all parties, including internal colleagues as well as the external development agency. Next time should allocate longer time especially when the design concepts is very new and unused in most search systems yet.

Staff are not used to thinking or designing or developing for ideas that their original training did not cater for. For example, in most of our work, we are seldom asked or required to “create” or “invent” new concepts. We often work within established paradigms, and we have developed methods and expertise around those paradigms. In many instances, it required us to make very strenous efforts to force ourselves to think differently, beyond what we would normally consider as acceptable or sensible design.

What can very easily stop a very different idea (one that does not conform with our usual paradigms) from growing and maturing is our own advanced expertise and training in critical thinking and analysis. We are very skilled at looking for risks and potential reasons that the idea will not work. In explaining such concepts for the first time or in its early stages, being overly concerned about the risks and potential failures can kill the momentum and freedom of expression that is essential at this stage for creativity and for maturing the ideas. In the early stages of innovation research, we need to be prepared to let our guard down, be flexible wit h our thinking about what works and what doesn’t (based on our experience), and to imagine how it might possibly work. Once an idea is set in motion, it may start other ideas in motion as well: eg imagine the system doing this … hey, that means we can do this as well …! This is what we would call as “imagineer”.

Once the ideas mature, that’s when we start to use those ideas to define how they should be engineered into some form of reality. This is where we draw on our research (if the concept does not have the science and technology to support it yet), engineering (if the underlying S&T exists, we can then start to design, build and test) expertise to make it happen. So, innovation research, in many ways is about imagining - research - engineering => imagineering.

Simplification and focus
The INVISQUE as a fully-deployed system would require many different underlying components to be integrated and to work together, e.g. middleware for federating databases and fusing data from different sources, technologies based on semantic latent analysis for determining semantic distances between papers (ie how close are the ideas in a set articles), and collaborative filtering algorithms for showing related and relevant searches. In the innovation stages where the focus was on the user interface, we had to agree that we would simplify and assume that the underlying technology is in place and works. Such a simplification then allows us to focus on driving the key interactive and visualisation concepts. Another simplification was that while for expediency reasons the interface is operated via a mouse and pointer and keyboard (which although effective, are somewhat more limited in scope and bandwidth), we are thinking that in future versions, the mapping of the functions to input and output device interaction would change, e.g. making use of multi-touch, multi-modal, multi-layered display technologies, and even other non-conventional I/O devices such as augmented reality and high resolution data gloves.

Using HCI as an innovation driver
We have traditionally studied HCI (Human-Computer Interaction) as a subject to understand users’ interaction with technology, and much of the obvious work in the area seems to be concerned with usability evaluations and enhancing the user experience. User-centered design is another approach, but has its limitations in the context of innovation research. UCD assumes a task exist. Part of innovation research assumes that new forms of work can be invented as a result of the inter-play between technological capabilities and user tasks. As technology advances, it creates new opportunities, which in turn changes the way people work. This in turn, sets out new demands for further advances in technology, and the cycle repeats. We need to see HCI more from this perspective than from the more popular aspects of it (e.g. Neilsen’s Usability Alert Boxes).

PROJECT MANAGEMENT IN INNOVATION RESEARCH PROJECTS Flexibility and adaptation to change
A project plan is important to all projects, but it also needs to be flexible and able to change the plan when needed. Not everything might happen as planned, issues may arise that weren’t budgeted for staff might be ill for a long time or leave and so on. The project’s aims and objectives may not change, but how they achieve them may have to. Project staff also needs to be flexible and adapt the plan.

The amount of time to replace with a qualified staff
It might take a long time to find the right staff with the required specialised skills. More time need to be given, if the staff needs to learn and develop new skills.

Plan for the fact that staff may leave
Need to plan what happens when a staff leaves. Make sure that the project is not overly dependent on any one person, and there’s an alternative person to go to when necessary. Also, before the staff leave, make sure all important tasks are completed.

Project collaboration
Communication is vital when there are external parties developing the demo. Better and regular communication is to confirm that the external source is transforming the ideas correctly into the development. This also allows us to test ideas and develop better solutions than they might individually.

Engage with users
It is important have regular evaluation and interviews with the users, so we can understand their needs and ensure that the systems developed are meeting the requirements of the users. While it is user needs that drive what a system will do, in innovation research, it should not hamper or limit the scope of the ideas and how they are implemented.

Focus on the main achievable parts of the project
If there are small parts of the project that cannot be done on time, then, that is fine. Do well on the main and the important parts.

Technical issue
The selection of tools to develop the software is critical. This could decide if you are able to illustrate the ideas and functions you want and by choosing the right tools it can also save a lot of time.

FOR JISC and JISC RI
The JISC RI program is an excellent mechanism to generate new ideas and to bring these ideas to a state that they can become real. However, there is no vehicle to take these now articulated ideas further afield. Often, there is at least one more (broadly speaking) stage before these ideas can be exploited commercially: it needs to be researched and developed further - creating and integrating the “real” underlying technologies and to see if and where the concept actually works, investigate practical limitations and how they may be overcome. Then once that is sorted, another vehicle is needed to exploit the concept for commercialisation so that it returns value to the initial public funding investment. So, we need a mechanism to support and _bridge_ this broad process: innovation => R&D => exploitation and commercialisation. In the Defence R & D Canada (DRDC), innovation and R&D projects that are judged successful or have potential, are given partial funding, and are handed over to a commercial company for exploitation and commercialisation. This way, it ensures that good ideas that are paid for by the tax-payer, gets out into the world, and are not left on the shelf because the funding ran out.




INVISQUE close up meeting

The INVISQUE project members, librarians, IT people and Steel (the digital agency who designed the demo for us) met up on the 19th of February 2010 for the project close up meeting. William briefly talked through the project again and Steel demonstrated the latest version of the demo, version 1.0. There was a question and answer session afterwards. We talked about searching for future support for the project as most of us would like to see the project to be developed further as there is a great potential ahead.

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Steel at INVISQUE Meeting (The Sheppard Library, Hendon)

Project Team with Steel on 29th October 2009

Development activities with STEEL has started.  We have met several times and  agreed on the scope and overall concept of the project. One key assumption is that the prototype to be produced will be a mock-up that is powerful enough to show how the INVISQUE concept can be realised, and not a full-system. Based on some of the findings from UBiRD on user search strategies, we are in the process of storyboarding, wire-framing and developing user-journeys which will be used to generate the user interface interaction and visualisation concepts.




The “Brainstorm”

The INVISQUE-UBiRD Group meet at The Sheppard Library, SB24 13:00-16:00  to brainstorm several ideas following William and Neesha’s visit to the JISC Project Day in Birmingham. Members present were:  William Wong, Hanna Stelmaszewska, Nazlin Bhimani, Dong-Han Ham, Nawaz Khan and Serangal Smith.

William briefed the team on his and Neesha’s visit to Birmingham and the discussions they had with the team and other folk working on JISCRI projects.  This visit led William to further outline the INVISQUE prototype ideas.  The afternoon’s brainstorm centred around the theme of ‘Simplicity’ - Google’s success was in it’s simplicity - it’s duping users’ into thinking that it is the mother of search engines.  Leaving aside the marketing issues and the fact that Google owns content, there is an attractive simplicity to it and this may appear so because so many of us are used to searching on Google and have become familiar with the search engine’s idiosyncrasies.  Information seeking behaviour and the findings from the UBiRD project were discussed and debated at great length during the meeting.

Nazlin showed the group various search engines that attempt to visualise data e.g. from the simple Search Cube to Springer’s Author Mapper and others.  She suggested that in order to understand the issues from the publisher’s point of view, i.e. the team needs to look at the various database platforms.  It was agreed that Nazlin would suggest some databases for the team to consider.  Nawaz Khan would consider the searching capabilities of the databases, whilst the others would look at the interfaces of the databases bearing in mind the brainstorming of ideas for the  INVISQUE prototype.

William will continue to look for software developers who can build the prototype for us.  The team agreed to meet on Friday 24th September for a follow-up meeting. (This meeting was replaced by a UBiRD team meeting with  Professor Penny Sanderson - see: http://ubird.mdx.ac.uk)




UBiRD and INVISQUE Meet

The Sheppard Library, Middlesex University

The Sheppard Library, Middlesex University

Notes from the UBiRD and INVISQUE Meeting
11th August 2008, 14:00-16:00

Attending: Nazlin Bhimani, Hanna Stelmaszewska, Neesha Kodagoda, and William Wong

1. We reviewed the key user information search and retrieval strategies being identified by the UBiRD project. We may use frameworks such as Ellis’ (1998) information seeking behaviour model to help organise the data describing the users’ information search strategies. This framework would then give us a basis for comparing strategies across the different categories of users at each stage of the information search process, and within each of these stages.

2. From an INVISQUE perspective, we also reviewed a number of internet-based information search tools, such as Grokker, AllPlus, and
publishers’ resource discovery tools such as that provided by EBSCO, and we also compared their capabilities with that of an early prototype we have developed for another project intended to assist users with low literacy to find information in complex data sets such as the Citizens’ Advice Bureau. The primary purpose of this was to identify how key functionality has been implemented in current search tools.

3. Following the review, what became apparent was the large difference between the search strategies practised by the users (UBiRD study) to find scholarly information on the internet, and the information search strategies supported by current advanced search tools such as AllPlus and Grokker (INVISQUE). The next stage of our work will be (i) to find the necessary evidence to establish this difference, using findings from the UBiRD and INVISQUE studies, (ii) articulate the nature of this gap in a way that will be useful for specifying what the INVISQUE system should be capable of providing, and (iii) develop a set of specs for the design of the future INVISQUE interface




UBIRD

User Behaviour in Resource Discovery:  Initial Findings

Hanna Stelmaszewska

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Hanna presented some interesting findings, based on field studies with 18 students and researchers from LSE, Cranfield and Middlesex University:

  • unless directed to academic sources such as EBSCO, Emerald etc, students were most likely to resort to tools they are more familiar with, such as Google, where the expectation of the students is to find an answer (without necessarily verifying its correctness, but to just find an answer) as quickly as possible.
  • in addition to commonly used search tools such as Google and Google Scholar, students and researchers have been using tools such as YouTube, and personal networks, as well as social networking software to ask people for help to find known or not-known links. The use of social networking software is new, although should not be surprising, as it in some ways, parallels our own professional behaviours as we ask colleagues for suggestions and leads. The physical library was the source of last resort.
  • there seems to be a difference in the strategies used by students from different backgrounds. Their information literacy skills this does not appear to correlate with their digital literacy (i.e. ability to use technology and gadgets such as iPhones, etc) skills.

Some thoughts:

  • we need to determine if there are common strategies (e.g. how do users determine if the site they are using is a high scholarly quality site?)  for the different user groups (e.g. same university, or same country if international students, or if part-time students).
  • although it may not be part of this project, it would still be interesting to profile how the different institutions teach information literacy, and to assess the uptake of such courses and their effects on students’ and researchers’ information search skills.

Search strategies:

  • most of current systems provide a basic “quick” search and an “advanced” search.  Our findings so far suggests that novices or students tend to avoid the “advanced” search, thinking / assuming that it is really for the advanced researcher, and that it would be beyond their skill level to use them.
  • in addition, those who used advanced search, often use ’safe’ strategies, i.e. they insert specific information that is available, e.g. known author, dates or parts of a title. Such a search is unlikely to reveal unanticipated associations.
  • users new to such search often type in the complete title or sentence of the exercise they have been assigned into the keywords.

Further analysis will be carried out to determine their reasoning in how they narrow down their searches during the query formulation stage to identify specific possible candidate documents, and to then broaden it out to other relevant documents.

  • this line of discussion led us to at least three categories of ‘results’ that a user will / should be interested in: (i) co-borrowing, (ii) co-citations, and (iii) context based tags.
  • this also had implications for the kind of system architecture that would enable this to occur. While we discussed the notion of “fusion”,

it is more likely that we will be needing a database architecture that enables “mapping” and “connecting”, rather than “fusing”.

  • the lack of ’spell checker’ or ‘did you mean this …’ in library search systems has quite significant consequences.  Users may type in an incorrectly spelt term assuming it is correct, and as a result, the system responds as perhaps, ‘no books available’ on the (incorrectly spelt) topic, re-directing or diverting the search path of a student or researcher.
  • “time out session” is a problem as when the system times out, it often loses all trace of a search activity.

Some thoughts on searching:

  • what is a ‘powerful’ search term?
  • is there a taxonomy of good / bad search strategies?
  • what makes a good query or search? what are its attributes?
  • useful insight: we should perhaps be asking “What does a better query look like?” and how this can be presented to assist a novice in improving the way they formulate their queries?
  • while others have used “stop words” and other indexing techniques such as TFIDF (Terms Frequency, Inverse Document Frequency) techniques, how to make it meaningful from a user’s perspective?
  • formulating a query requires certain specific knowledge, e.g. structure of the domain, some basic language or knowledge of the domain, and features and functions of the tools available to construct the query.
  • providing a trace or discovery path (”oh, this is where I’ve been”) is useful in helping the user ’see’ where they’ve been or should have been in their search for information.
  • we need to articulate the assumptions behind user searches, as what seems obvious to a software developer, seem to confuse or is counter-intuitive as far as the user is concerned.



Invisque

Screen shot from the visual search engine 'Searchme'

Screen shot from the visual search engine 'Searchme'

State of the Art in Information Search Practice & Tools Nazlin Bhimani

Thursday, 23 July 2009
searchme
  1. Nazlin started her demonstration by showing what solutions HE libraries had used. This included Webfeat (called ‘Multisearch’ at Middlesex), the federated search engine which sends search queries to specified databases through a ‘portal’ and then using 360 link to take the user to the full-text if subscribed by the University.
  2. Vertical search engines such as U of Edinburgh’s AquaBrowser and U of Glasgow’s Encore were shown next.
  3. Edinburgh’s AquaBrowser is primarily a vertical search engine, but has an implementation of what appears to be a “multi-level” tag cloud with a discovery trail. although an advance on the single layer tag cloud, still makes it hard for a user to ’see’ where he has come from or visited, and is a little limited in its used in finding content or documents. Glasgow’s Encore lists books in the university’s library, and shows Table of Contents and summary information with links to external sources as well.
  4. Next, Nazlin showed the work spaces users could be using to get information, e.g. Netvibes, and Pageflakes which can be used for book marking but also for reading RSS feeds. Other book marking sites include De.li.cious and Diigo. These allow you to find other relevant material to your bookmark enabling a sharing of information.
  5. Zotero, a powerful bookmarking, note-making and referencing system;
  6. Nazlin demonstrated how publishers are using visual searching e.g. EBSCO’s use ofGrokker and Springer’s AuthorMapper. She then demonstrated a few of the visual search engines available on the market e.g. Cluuz, Doodlebuss, Quintura, Viewzi, Ujiko, etc.
  7. Nazlin emphasised that the information sources were varied, e.g. Twitter, the book marking sites, the ‘mashup’ software e.g. Netvibes and Pageflakes also allow for searching and sharing information. The user’s workspace has changed and one size no longer fits all.

Some thoughts:

The new searching environment now seems to be a combination of (i) active searches as traditionally practised, and (ii) passive searches such as monitoring or following a Twitter stream, which can provide useful information / leads to carry out further searches in other search tools.

What is important is to make an interface  both  attractive and intelligent (i.e. show semantic or conceptual associations, rather than just frequency based correlations).