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HEAL Initiative®

Summary

  • Challenge: Shortly after launch, the NIH HEAL Initiative website needed validation that it was effectively supporting the needs of its primary audiences—researchers, policy specialists, and advocacy organizations. NIH also sought to identify usability issues within the funding database and evaluate proposed features designed to increase engagement with research findings and funding information.

  • Role: Lead User Researcher responsible for research planning, participant recruitment, moderation, analysis, synthesis, stakeholder presentations, and development of recommendations.

  • Methods: Conducted two phases of qualitative usability research with researchers, policy specialists, and advocacy organizations using task-based usability testing, think-aloud protocols, and semi-structured interviews. Evaluated the funding database and tested concepts for an interactive project map and research impact stories.

  • Outcome: Research informed a redesign of the funding database and the creation of a Research Spotlights content series. All recommended database usability enhancements were implemented, resulting in a 238% increase in database exports, while Research Spotlights became one of the site's most visited and shared content types.

Role and Activities

As the primary researcher on this project, I:

  • Developed the user research plan, moderator’s guides, and managed participant outreach;

  • Conducted usability testing and user interviews in two phases (in person and remote) with three participant groups;

  • Analyzed data, identified insights, developed recommendations and presented to stakeholders.

Additional team members included another researcher who also conducted in-person testing and two notetakers.

Background

The National Institutes of Health’s Helping to End Addiction Long-term® Initiative, or NIH HEAL Initiative®, is an effort to accelerate research to improve treatments for opioid misuse and addiction and enhance pain management. The HEAL Initiative® coordinates funding opportunities from across the National Institutes of Health and fosters data sharing among researchers, health care providers, community leaders, and policymakers.

Shortly after the website launched, I was charged with conducting user research to assess the usability of the site’s funding database and to assess the importance of presumed top tasks among three main user audiences (researchers, advocacy groups and policy specialists).

Research Questions

  • What pain points do users experience with the funding database?

  • Do participants’ interests and top tasks align with our assumptions? Would enhancements to the funding database and stories highlighting research impact support those top tasks?

Presumed Top Tasks
Researchers

  • Explore funded projects and opportunities (using database)

  • review research programs 

  • Find news/updates on research and grantees 

Advocacy Groups

  • Learn about active research and funding

  • Get updates on research progress and news

Policy Specialists

  • Find state or regional funding information

  • Find summaries, examples of research impact and talking points

    Find news/updates on research and grantees 

  • Find program resources and guidance

Methods

We used a hybrid qualitative usability testing format, including both interview questions and task-based testing. This hybrid format allowed for qualitative attitudinal feedback from users as well as testing the usability of specific website features.

 

In Phase One, we conducted in-person testing with nine participants representing the Researcher group at the HEAL Investigators Meeting. Participants were asked to complete tasks in the funding database.

 

During Phase Two, which was conducted remotely, policy and advocacy participants were asked to complete tasks in the funding database. All participants were asked open-ended interview questions and were asked to think aloud while performing tasks to solicit feedback about website usage, interests, opportunities, and pain points.

Why this Approach?

Because NIH needed both usability feedback and insight into audience priorities, I combined task-based usability testing with semi-structured interviews. This approach allowed us to identify usability issues while also validating assumptions about audience goals and content needs.

Analysis Process

Because NIH needed both usability feedback and insight into audience priorities, I combined task-based usability testing with semi-structured interviews. This approach allowed us to identify usability issues while also validating assumptions about audience goals and content needs.

HEAL Funded Projects-before

HEAL Funded Projects database at the time of testing

 

Selected Findings and Recommendations

Findings

Research Question 1: Do top tasks align with our assumptions?

  • Researchers prioritized funding opportunities and collaboration.

  • Policymakers prioritized district-level funding information.

  • Advocacy groups prioritized program impact and resources.

Research Question 2: What usability issues exist in the funding database?

  • Search results lacked transparency.

  • Export functionality created confusion.

  • Filtering created cognitive overload.

​​Recommendations

Improve Search Transparency

  • Highlight matching search terms

  • Add Project Terms from NIH RePORTER

  • Clarify result summaries

Improve Workflow Efficiency

  • Search results lacked transparency.

  • Export functionality created confusion.

  • Filtering created cognitive overload.

Reduce Cognitive Load

  • Create Advanced Search section

  • Reorganize filters

  • Improve page controls

Outcomes

Impact

  • 238% Increase in Database Exports: After implementing recommended usability enhancements, exports from the funding database increased by 238%.

  • Stakeholder Adoption: All recommended database improvements were implemented.

  • Content Strategy: Research Spotlights became one of the most visited and shared content types on the website.

  • User Validation: Follow-up feedback from participants confirmed that the enhancements improved usability.

Feature Stories​

All Phase Two participants expressed strong interest in feature stories and said they would share these with their stakeholders. Our team developed a monthly series of "Research Spotlights" to showcase the impact of HEAL Initiative®. The latest content from this series is consistently the most shared content on the site and among the most visited pages, along with the homepage and funding database.

Research Spotlight Example

Example of a Research Spotlight

Funding Database​

All recommended usability enhancements were made to the funding database. Following the enhancements, search results exports from the database increased by 238% and one of the policy group participants responded with the statement below.

“I see you’ve made improvements to the Funded Projects and Funding Opportunities webpages—thank you!

The options to download results and save my search are so useful. I appreciate the opportunity to offer feedback.”

HEAL Funded Projects-after

HEAL Funded Projects database after implementing enhancements

What I Learned

This project reinforced the importance of separating user groups when evaluating complex research products. While all three audiences valued access to funding information, their motivations and workflows differed significantly. Understanding those differences allowed us to prioritize features that served each audience more effectively.

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