The Multi-Stage Experience
The Simulated Work Task Approach to
Studying Information Seeking Stages
Hugo Huurdeman Jaap Kamps Max L. Wilson
@timelessfuture @jkamps @gingdottwitt
Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility
Experience paper: bit.ly/ChiirExperiencePaper
University of Amsterdam / University of Nottingham
Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility
Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility
Experience paper: bit.ly/ChiirExperiencePaper
image: Endless Time by davidmontse
image: https://www.artofplay.com/blogs/articles/fun-with-the-droste-effect
• Models of information seeking describe
fundamentally different macro-level stages
CHIIR ’16 paper: Premise
• Models of information seeking describe
fundamentally different macro-level stages
CHIIR ’16 paper: Premise
+uncertainty-
feelings
thoughts
actions
vague focused
seeking general
information (exploring)
seeking pertinent
information (documenting)
uncertainty optimism confusion clarity confidence (dis)satisfaction
doubt direction
FormulationInitiation Selection Exploration Collection Presentation
Prefocus Focus Postfocus
• Models of information seeking describe
fundamentally different macro-level stages
CHIIR ’16 paper: Premise
+uncertainty-
feelings
thoughts
actions
vague focused
seeking general
information (exploring)
seeking pertinent
information (documenting)
uncertainty optimism confusion clarity confidence (dis)satisfaction
doubt direction
FormulationInitiation Selection Exploration Collection Presentation
Prefocus Focus Postfocus
[Kuhlthau04,Vakkari01]
• Very valuable, but: difficult to translate to
concrete search system functionalitymoves & tactics
task progress
inform
pre-focus focus post-focus
Information seeking models
? ?
search engine functionality
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
a
a
Wealth of potential supportive features
a
Wealth of potential supportive features
but unknown role in process
a
Wealth of potential supportive features
but unknown role in process
(too many = overload)
• Valuable, but: difficult to translate to concrete
search systems functionality
Information seeking models
? ?
• We need a more accurate understanding 

of what functionality is useful when
task progress
inform
pre-focus focus post-focus
search engine functionality
Introduction
•Our study @CHIIR16 investigated the utility of
various SUI features at different macro-level
stages
•Via an explicit multi-stage design
Multi-stage approach?
Multi-stage approach?
• Kuhlthau’s and Vakkari’s models had been
conceived based on longitudinal settings (Kuhlthau,
04;Vakkari,01)
• monitor process at various time points
Multi-stage approach?
• Kuhlthau’s and Vakkari’s models had been
conceived based on longitudinal settings (Kuhlthau,
04;Vakkari,01)
• monitor process at various time points
Versus
Multi-stage approach?
• Kuhlthau’s and Vakkari’s models had been
conceived based on longitudinal settings (Kuhlthau,
04;Vakkari,01)
• monitor process at various time points
Versus
• Studies looking at stages in singular sessions 

(Diriye et al,10; Niu & Kelly, 14; Huurdeman & Kamps,14, etc.)
• “these studies can be better characterized as focusing
on phases of search or temporal search segments” 

(Niu & Kelly, 14)
Finding a ‘middle point’
True
longitudinal
study
Stages as
temporal
phases of
singular
sessions
Potentially use many 

data collection instruments
Limited number of

data collection instruments
Finding a ‘middle point’
True
longitudinal
study
Stages as
temporal
phases of
singular
sessions
Multiple
sessions
representing
stages
Potentially use many 

data collection instruments
Limited number of

data collection instruments
Finding a ‘middle point’
• Multi-stage Simulated Work Task Approach
• Single simulated work task, multiple subtasks
• “Multi-stage experience”
True
longitudinal
study
Stages as
temporal
phases of
singular
sessions
Multiple
sessions
representing
stages
Potentially use many 

data collection instruments
Limited number of

data collection instruments
Further outline
• 1. Terminology

• 2. Methodology

• 3. Re-use of previous resources

• 4. Potential for re-use of our approach

• 5. Further discussion points
1. Terminology
Terminology: Information Seeking Models
• Information seeking modeled in a multitude of ways:
• as behavioral patterns (Ellis)
• as nonlinear activities (Foster)
• as temporal stages (Kuhlthau), ..
• Our main focus:
• temporally based IS models
• Kuhlthau [1991] (Vakkari [2001])
• cognitively complex (work) tasks
• involving learning & construction
• Using definitions Wilson (1999), 

Ingwersen & Jarvelin (2005), Byström & Järvelin (1995)
information
search
information

seeking
information 

behavior
[Wilson99]
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
SUI features categorized using Wilson’s
(2011) framework
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
Control
Control
Input
Control
Input
Informational
Control
Input
PersonalizableInformational
2. Methodology
Methodology
• User study (26 participants + 2 pilot participants)
•24 analyzed
• Undergrads Univ. of Nottingham (6 F, 18 M / 18-25y)
• Experimental SUI resembling common Search Engine
• Within-participants
• Task stage independent variable
• Task design: explicit multistage approach
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
pre-focus focus formulation post-focus
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
Discussed with 

information seeking

specialists —>
pre-focus focus formulation post-focus
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
Tested with pilot

participants —>
Discussed with 

information seeking

specialists —>
pre-focus focus formulation post-focus
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
Tested with pilot

participants —>
Discussed with 

information seeking

specialists —>
Based on Vakkari 

/ Kuhlthau theory —>
pre-focus focus formulation post-focus
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
Topics
• Autonomous Vehicles (AV)
• Virtual Reality (VR)
Tested with pilot

participants —>
Discussed with 

information seeking

specialists —>
Based on Vakkari 

/ Kuhlthau theory —>
pre-focus focus formulation post-focus
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
Topics
• Autonomous Vehicles (AV)
• Virtual Reality (VR)
Discussions with 

teaching staff —>
Tested with pilot

participants —>
Discussed with 

information seeking

specialists —>
Based on Vakkari 

/ Kuhlthau theory —>
pre-focus focus formulation post-focus
Methodology: Multistage Task Design
sim. work task: writing essay
subtask subtask subtask
prepare list of 

3 topics
choose topic;

formulate specific

question
find and select 

additional

pages to cite
~15 minutes ~15 minutes ~15 minutes
initiation

topic selection

exploration
focus formulation
collecting
presenting
Topics
• Autonomous Vehicles (AV)
• Virtual Reality (VR)
Discussions with 

teaching staff —>
Tested with pilot

participants —>
Discussed with 

information seeking

specialists —>
Based on Vakkari 

/ Kuhlthau theory —>
pre-focus focus formulation post-focus
Standard amount 

+ additional incentive —>
Methodology: Simplified Protocol
Training task
Pre-
Questionnaire
Topic
Assignment
Introduction
system
Task
Post-task
Questionnaire
3x
Post-experiment
questionnaire
Debriefing
interview
Methodology: Simplified Protocol
Training task
Pre-
Questionnaire
Topic
Assignment
Introduction
system
Task
Post-task
Questionnaire
3x
Post-experiment
questionnaire
Debriefing
interview
<— mitigate familiarity effects
Tutorial slides Pia Borlund (2012)
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
Task & task stage validation
• Validating the 2 topics (statistically)
• Various validation questions within the process
(post-task, 3x)
1. Randomized list of activities derived from Kuhlthau’s
model
2. Reported type of information sought (Kuhlthau, Todd)
3. Randomized word list which could represent users
feelings / state of mind (Kuhlthau, Todd)
Methodology: data collection instruments
Methodology: data collection instruments
Methodology: data collection instruments
Methodology: data collection instruments
Methodology: data collection instruments
Methodology: data collection instruments
3. Re-use previous
resources
Task descriptions
Initial inspiration:
• Kuhlthau’s book, Vakkari’s articles

• Previous literature survey 

(Huurdeman&Kamps,2014)

• Research process / IL literature

• RepAST repository
Task descriptions
Initial inspiration:
• Kuhlthau’s book, Vakkari’s articles

• Previous literature survey 

(Huurdeman&Kamps,2014)

• Research process / IL literature

• RepAST repository
Kumar, 2010
Task descriptions
Some general inspiration: Liu & Belkin, 2015
Task descriptions
Kules & Shneiderman, 2009
Some general inspiration: Liu & Belkin, 2015
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages
• Experimental system: SearchAssist
• Results, Query Corrections, Query
Suggestions: Bing Web API
• Category Filters, categories: DMOZ
• Tag cloud: Jquery plugin
• Task instructions: Google Doc
• Categorization and analysis:
• Max Wilson’s framework of SUI features
[Wilson11]
PyGaze,
PyTribe
PyGaze,
PyTribe
PyGaze,
PyTribe
PyGaze,
PyTribe
PyGaze,
PyTribe
PyGaze,
PyTribe
PyGaze,
PyTribe
4. Potential for re-use
Re-use of research design: so far
• Two papers:
• Hoeber et al. (2017)
• Gaikwad and Hoeber (2019)
Re-use (1)
(Hoeber et al, 2017)
Re-use (1)
(Hoeber et al, 2017)
Re-use (1)
(Hoeber et al, 2017)
Re-use (1)
(Hoeber et al, 2017)
Re-use (2)
• Gaikwad and Hoeber (2019) used
Vakkari’s model
• as “a design guide, and as a
mechanism for controlling the
laboratory-based evaluation.”
• participants
• explored images (pre-focus)
• selected images (focus formulation)
• organized images (post-focus)
• Task descriptions: holiday plans,
food blogging and self-selected
tasks.
5. Discussion points (1/3)
• Lack of space to document all aspects of our study
• Some in my PhD thesis (2018)
• (now: CHIIR extra pages)
• Typical lack of time within research process and
publication cycle
• at the time, publishing source code SearchAssist, but
not contextual documents or analysis scripts
• A restrictive consent form …
• Tension between flexibility in terms of research
questions, and the possibility to re-use
standardized systems and approaches
• Use of search API vs standard collection
• Remuneration of participants
5. Discussion points (2/3)
• Tension between flexibility in terms of research
questions, and the possibility to re-use
standardized systems and approaches
• Use of search API vs standard collection
• Remuneration of participants
5. Discussion points (2/3)
Discussion points (3/3)
• Maintenance: just four years after our study,
components of system have changed (e.g. Bing
API configurations)
• Persistence: various URLs of used resources
now only available in the Internet Archive
References
• For all citations see: bit.ly/ChiirExperiencePaper
The Multi-Stage Experience
The Simulated Work Task Approach to
Studying Information Seeking Stages
Hugo Huurdeman Jaap Kamps Max L. Wilson
@timelessfuture @jkamps @gingdottwitt
Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility
Experience paper: bit.ly/ChiirExperiencePaper
University of Amsterdam / University of Nottingham

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The Multi-Stage Experience: the Simulated Work Task Approach to Studying Information Seeking Stages

  • 1. The Multi-Stage Experience The Simulated Work Task Approach to Studying Information Seeking Stages Hugo Huurdeman Jaap Kamps Max L. Wilson @timelessfuture @jkamps @gingdottwitt Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility Experience paper: bit.ly/ChiirExperiencePaper University of Amsterdam / University of Nottingham
  • 2. Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility
  • 3. Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility Experience paper: bit.ly/ChiirExperiencePaper
  • 4. image: Endless Time by davidmontse
  • 6. • Models of information seeking describe fundamentally different macro-level stages CHIIR ’16 paper: Premise
  • 7. • Models of information seeking describe fundamentally different macro-level stages CHIIR ’16 paper: Premise +uncertainty- feelings thoughts actions vague focused seeking general information (exploring) seeking pertinent information (documenting) uncertainty optimism confusion clarity confidence (dis)satisfaction doubt direction FormulationInitiation Selection Exploration Collection Presentation Prefocus Focus Postfocus
  • 8. • Models of information seeking describe fundamentally different macro-level stages CHIIR ’16 paper: Premise +uncertainty- feelings thoughts actions vague focused seeking general information (exploring) seeking pertinent information (documenting) uncertainty optimism confusion clarity confidence (dis)satisfaction doubt direction FormulationInitiation Selection Exploration Collection Presentation Prefocus Focus Postfocus [Kuhlthau04,Vakkari01]
  • 9. • Very valuable, but: difficult to translate to concrete search system functionalitymoves & tactics task progress inform pre-focus focus post-focus Information seeking models ? ? search engine functionality
  • 11. a
  • 12. a Wealth of potential supportive features
  • 13. a Wealth of potential supportive features but unknown role in process
  • 14. a Wealth of potential supportive features but unknown role in process (too many = overload)
  • 15. • Valuable, but: difficult to translate to concrete search systems functionality Information seeking models ? ? • We need a more accurate understanding 
 of what functionality is useful when task progress inform pre-focus focus post-focus search engine functionality
  • 16. Introduction •Our study @CHIIR16 investigated the utility of various SUI features at different macro-level stages •Via an explicit multi-stage design
  • 18. Multi-stage approach? • Kuhlthau’s and Vakkari’s models had been conceived based on longitudinal settings (Kuhlthau, 04;Vakkari,01) • monitor process at various time points
  • 19. Multi-stage approach? • Kuhlthau’s and Vakkari’s models had been conceived based on longitudinal settings (Kuhlthau, 04;Vakkari,01) • monitor process at various time points Versus
  • 20. Multi-stage approach? • Kuhlthau’s and Vakkari’s models had been conceived based on longitudinal settings (Kuhlthau, 04;Vakkari,01) • monitor process at various time points Versus • Studies looking at stages in singular sessions 
 (Diriye et al,10; Niu & Kelly, 14; Huurdeman & Kamps,14, etc.) • “these studies can be better characterized as focusing on phases of search or temporal search segments” 
 (Niu & Kelly, 14)
  • 21. Finding a ‘middle point’ True longitudinal study Stages as temporal phases of singular sessions Potentially use many data collection instruments Limited number of data collection instruments
  • 22. Finding a ‘middle point’ True longitudinal study Stages as temporal phases of singular sessions Multiple sessions representing stages Potentially use many data collection instruments Limited number of data collection instruments
  • 23. Finding a ‘middle point’ • Multi-stage Simulated Work Task Approach • Single simulated work task, multiple subtasks • “Multi-stage experience” True longitudinal study Stages as temporal phases of singular sessions Multiple sessions representing stages Potentially use many data collection instruments Limited number of data collection instruments
  • 24. Further outline • 1. Terminology • 2. Methodology • 3. Re-use of previous resources • 4. Potential for re-use of our approach • 5. Further discussion points
  • 26. Terminology: Information Seeking Models • Information seeking modeled in a multitude of ways: • as behavioral patterns (Ellis) • as nonlinear activities (Foster) • as temporal stages (Kuhlthau), .. • Our main focus: • temporally based IS models • Kuhlthau [1991] (Vakkari [2001]) • cognitively complex (work) tasks • involving learning & construction • Using definitions Wilson (1999), 
 Ingwersen & Jarvelin (2005), Byström & Järvelin (1995) information search information
 seeking information 
 behavior [Wilson99]
  • 28. SUI features categorized using Wilson’s (2011) framework
  • 35. Methodology • User study (26 participants + 2 pilot participants) •24 analyzed • Undergrads Univ. of Nottingham (6 F, 18 M / 18-25y) • Experimental SUI resembling common Search Engine • Within-participants • Task stage independent variable • Task design: explicit multistage approach
  • 36. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting pre-focus focus formulation post-focus
  • 37. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting Discussed with 
 information seeking specialists —> pre-focus focus formulation post-focus
  • 38. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting Tested with pilot
 participants —> Discussed with 
 information seeking specialists —> pre-focus focus formulation post-focus
  • 39. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting Tested with pilot
 participants —> Discussed with 
 information seeking specialists —> Based on Vakkari 
 / Kuhlthau theory —> pre-focus focus formulation post-focus
  • 40. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting Topics • Autonomous Vehicles (AV) • Virtual Reality (VR) Tested with pilot
 participants —> Discussed with 
 information seeking specialists —> Based on Vakkari 
 / Kuhlthau theory —> pre-focus focus formulation post-focus
  • 41. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting Topics • Autonomous Vehicles (AV) • Virtual Reality (VR) Discussions with teaching staff —> Tested with pilot
 participants —> Discussed with 
 information seeking specialists —> Based on Vakkari 
 / Kuhlthau theory —> pre-focus focus formulation post-focus
  • 42. Methodology: Multistage Task Design sim. work task: writing essay subtask subtask subtask prepare list of 
 3 topics choose topic;
 formulate specific
 question find and select 
 additional
 pages to cite ~15 minutes ~15 minutes ~15 minutes initiation
 topic selection
 exploration focus formulation collecting presenting Topics • Autonomous Vehicles (AV) • Virtual Reality (VR) Discussions with teaching staff —> Tested with pilot
 participants —> Discussed with 
 information seeking specialists —> Based on Vakkari 
 / Kuhlthau theory —> pre-focus focus formulation post-focus Standard amount 
 + additional incentive —>
  • 43. Methodology: Simplified Protocol Training task Pre- Questionnaire Topic Assignment Introduction system Task Post-task Questionnaire 3x Post-experiment questionnaire Debriefing interview
  • 44. Methodology: Simplified Protocol Training task Pre- Questionnaire Topic Assignment Introduction system Task Post-task Questionnaire 3x Post-experiment questionnaire Debriefing interview <— mitigate familiarity effects
  • 45. Tutorial slides Pia Borlund (2012)
  • 48. Task & task stage validation • Validating the 2 topics (statistically) • Various validation questions within the process (post-task, 3x) 1. Randomized list of activities derived from Kuhlthau’s model 2. Reported type of information sought (Kuhlthau, Todd) 3. Randomized word list which could represent users feelings / state of mind (Kuhlthau, Todd)
  • 56. Task descriptions Initial inspiration: • Kuhlthau’s book, Vakkari’s articles • Previous literature survey 
 (Huurdeman&Kamps,2014) • Research process / IL literature • RepAST repository
  • 57. Task descriptions Initial inspiration: • Kuhlthau’s book, Vakkari’s articles • Previous literature survey 
 (Huurdeman&Kamps,2014) • Research process / IL literature • RepAST repository Kumar, 2010
  • 58. Task descriptions Some general inspiration: Liu & Belkin, 2015
  • 59. Task descriptions Kules & Shneiderman, 2009 Some general inspiration: Liu & Belkin, 2015
  • 62. • Experimental system: SearchAssist • Results, Query Corrections, Query Suggestions: Bing Web API • Category Filters, categories: DMOZ • Tag cloud: Jquery plugin • Task instructions: Google Doc • Categorization and analysis: • Max Wilson’s framework of SUI features [Wilson11]
  • 71. Re-use of research design: so far • Two papers: • Hoeber et al. (2017) • Gaikwad and Hoeber (2019)
  • 76. Re-use (2) • Gaikwad and Hoeber (2019) used Vakkari’s model • as “a design guide, and as a mechanism for controlling the laboratory-based evaluation.” • participants • explored images (pre-focus) • selected images (focus formulation) • organized images (post-focus) • Task descriptions: holiday plans, food blogging and self-selected tasks.
  • 77. 5. Discussion points (1/3) • Lack of space to document all aspects of our study • Some in my PhD thesis (2018) • (now: CHIIR extra pages) • Typical lack of time within research process and publication cycle • at the time, publishing source code SearchAssist, but not contextual documents or analysis scripts • A restrictive consent form …
  • 78. • Tension between flexibility in terms of research questions, and the possibility to re-use standardized systems and approaches • Use of search API vs standard collection • Remuneration of participants 5. Discussion points (2/3)
  • 79. • Tension between flexibility in terms of research questions, and the possibility to re-use standardized systems and approaches • Use of search API vs standard collection • Remuneration of participants 5. Discussion points (2/3)
  • 80. Discussion points (3/3) • Maintenance: just four years after our study, components of system have changed (e.g. Bing API configurations) • Persistence: various URLs of used resources now only available in the Internet Archive
  • 81. References • For all citations see: bit.ly/ChiirExperiencePaper
  • 82. The Multi-Stage Experience The Simulated Work Task Approach to Studying Information Seeking Stages Hugo Huurdeman Jaap Kamps Max L. Wilson @timelessfuture @jkamps @gingdottwitt Original CHIIR ’16 paper: bit.ly/ActivePassiveUtility Experience paper: bit.ly/ChiirExperiencePaper University of Amsterdam / University of Nottingham