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As analysts attempt to make sense of a collection of documents, such as intelligence analysis reports, they need to “connect the dots” between pieces of information that may initially seem unrelated. We conducted a user study to analyze the cognitive process by which users connect pairs of documents and how they spatialize connections. Users created conceptual stories that connected the dots using a range of organizational strategies and spatial representations. Insights from our study can drive the design of data mining algorithms and visual analytic tools to support analysts' complex cognitive processes.