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Case study User research Information architecture

Coral Resilience Data Platform

Collect, analyse and visualise coral reef health for researchers, conservationists and policymakers. The research question that decided the whole architecture was not what the data should show. It was who needed it at which altitude.

My role
Head of UX strategy
With
FIVE, LLC
Year
2019 to 2020
Deliverable
Research & platform IA
The My Coral Datasets view: a project called Galapagos Temperature Resilience, with four study sites listed down the left, each carrying a reef photograph, an alert level and a temperature sparkline, beside a heat map of the Galapagos with numbered pins matching the sites.
Figure 01 · a single project view: four study sites, their alert levels, and where they sit on the water

The problem

The same data, needed at four different altitudes

Marine conservation runs on a dataset that has to serve people who could not be further apart. A policymaker needs one defensible number and a map. A geneticist needs the phylogenetic tree and a sequence search. A field inspector needs something simple enough to use standing on a dock.

Build for the middle of that range and you build a tool nobody uses. The policymaker finds it unreadable, the researcher finds it shallow, and the inspector never opens it.

So the research was not about features. It was about resolution.

The research

Five experts, four countries, one ladder

I interviewed five domain experts working in marine conservation and the international wildlife trade, and plotted each of them on a context ladder rather than writing personas.

Luke WarwickWildlife Conservation Society
High level

High level orientation to the overview. Leads global shark strategy; needs the shape of the picture, not the rows underneath it.

Daniel FernandoBlue Resources Trust · Sri Lanka
Mid level

Very knowledgeable about the need for both low level training and high level policy. The rung that proved the ladder had to be continuous, not two products.

Stan SheaBloom Association · Hong Kong
Low level

Social aspects of the trade; working with government is critical. Detail, in context, with the politics attached.

Rima JabadoGulf Elasmo Project · UAE
Low level

Simple tools for inspectors on the ground, grass roots focus. Lead author of a visual identification guide, so the bar for “simple” was set by someone who had already built one.

Michael F. TlustyReal-time trade monitoring
High level

Building capacity for real-time monitoring of the aquatic trade. Cares about the feed and the flow, not any single record.

The user research artefact: five expert profile cards in a row, and beneath them a line chart labelled CONTEXT plotting each expert at High, Mid or Low level, with a note under each explaining what they need.
Figure 02 · the research artefact itself. The line is the finding

Plotted, the five experts do not cluster. They fall into a U: high, mid, low, low, high. That shape is the entire argument for the architecture. There is no single default view that serves this group, and there is no clean split into “expert mode” and “simple mode” either, because Daniel sits in the middle and needs to move between both.

A persona deck would have produced three archetypes and hidden that. The ladder made it impossible to ignore.

They did not need different data. They needed different altitudes over the same data.

What the ladder settled

The architecture

One dataset, two doors

The ladder resolved into a platform with a shared spine and two entry points, so a user can start at their own altitude and climb in either direction without changing tools.

The Community Coral Datasets view: a global map dense with coloured data points across the Pacific and Indian oceans, beside a phylogenetic tree search, a BLAST sequence search, and a data summary panel of counts for projects, primary sites, files, cases, genes and mutations.
Figure 03 · the community view: everything, everywhere, with search that assumes you are a scientist
A

Community datasets. The whole shared corpus. A global map to orient, then phylogenetic and sequence search for people who came to dig.

B

My datasets. One project, a handful of study sites, alert levels and trend lines. The working view for the person collecting the data.

C

The shared spine. Projects, Exploration, Analysis, Repository. Same four words in both doors, so moving between them costs nothing.

The study-site row is where the ladder shows up most concretely. Each site carries a photograph, a named location, an alert level and a sparkline, in that order. The photograph and the alert level answer the low-altitude question in under a second. The sparkline answers the mid-altitude one. The click answers the rest.

Nothing is hidden behind a mode switch. The resolution is stacked inside the row.

The vocabulary

Two filter families, named the way the field names them

Filters are an information architecture decision disguised as a UI control. These are split the way the science is split, and they use the field’s own abbreviations rather than friendlier invented ones.

Environmental

SSTSST anomalySST trend Hot spotsDHWBAA

Biological

PhylogeneticBiological interactions GenomicsThermal responses

Degree heating weeks and bleaching alert areas are not friendly terms. They are also the terms every person in this study already uses, in papers and in the field. Translating them would have made the platform easier for someone who was never going to use it and harder for everyone who was.

What I take from it

Plot the users before you segment them

The useful move on this project cost about an hour: instead of sorting five interviews into personas, I put them on one axis and looked at the shape. The shape was a U, and a U cannot be served by a default view or by a two-mode split.

Segmentation decides the answer before you have looked. Plotting lets the answer be surprising.

Taking on work

Have one dataset and several audiences who disagree about it?

This is the research that decides the architecture, before anyone draws a screen. Tell me who has to use it.

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