Designing Explainable AI Systems for Digital Archives

User Research

Usability Testing

Helping researchers understand and critically evaluate AI-generated information

UI/UX

Tools
Figma, Figjam, Google Forms, Microsoft Teams

Role
UX Researcher & UX Designer

Project Overview

Background

Digital archives are managing rapidly growing collections that are increasingly difficult to process manually with limited staff and resources. To manage this scale, institutions are turning to AI to support tasks such as generating metadata, summarising records, and improving how information is organised and discovered.

Aim

Although concerns around AI transparency in digital archives are well documented, practical design-led solutions remain limited. This project explored how explainable design could address this gap by helping researchers recognise AI involvement, understand its role through clear explanations, and make more informed decisions when interpreting archival information.

Problem

While automation helps archives make more of their collections accessible, it introduces a new challenge for researchers. AI can influence the information they discover and use, yet its involvement is often invisible or poorly explained, making it difficult to understand how information was produced or judge its reliability.

Contribution

I led the project from initial research through to design and evaluation. Through literature review, user research, prototyping, and usability testing, I developed and validated three reusable interaction patterns that improve transparency, support user understanding, and encourage more critical engagement with AI-generated information.

Define

  • Affinity Mapping

  • Empathy Mapping

  • How Might we' (HMW)

Design Process

  • Brainstorming

  • Crazy Eights

  • Priority Matrix

Develop

  • Think-aloud usability testing

  • Evaluation Criteria

Deliver

Discover

  • Literature Review

  • Online Survey

  • User Interviews

Understanding The Problem

Discover

Define

Before designing a solution, I needed to understand both how AI is currently being used in digital archives and how researchers perceive AI-generated information. I conducted user research to explore participants' awareness of AI, their expectations around transparency, and the challenges they face when evaluating archival information. These insights established a clear understanding of the problem space and informed the direction of the design.

Survey and User Interviews

I combined an online survey with semi-structured interviews to explore users' experiences, attitudes, and expectations. The survey provided a broad understanding of existing behaviours and perceptions, while the interviews offered deeper insight into the reasoning behind participants' responses.

The research explored:

  • Current awareness - how familiar participants were with AI and its role in digital archives.

  • Expectations of transparency - what users wanted to know when AI contributed to archival information.

  • Trust and reliability - how AI involvement influenced confidence in archival records and the role of human oversight.

  • User agency - whether participants wanted opportunities to question, challenge, or report AI-generated information.

Synthesising Findings

I synthesised findings from the survey and interviews using affinity mapping, grouping related observations and responses to identify recurring themes across the research. I then developed an empathy map to bring together what users say, think, feel, and do when encountering AI-generated archival information.

Together, these activities revealed connections between users' awareness of AI, expectations around transparency, perceptions of trust, need for human oversight, and desire for greater control. These themes formed the basis of the key insights that guided the design direction.

Key Insights

Three key themes emerged from the research, revealing how users currently understand AI in digital archives and what they need to engage with AI-generated information more confidently and critically. These findings highlighted opportunities to improve awareness, transparency, and user agency throughout the research experience.

HMW... support users in forming accurate mental models of AI processes, capabilities, and limitations within digital archives?

HMW... support user agency by allowing users to question, correct, or challenge AI-generated information?

HMW... provide meaningful visibility into human–AI collaboration within archival systems?

Participants:

42 Survey Responses

4 Semi-structured Interviews

How Might We?

To translate these findings into actionable design opportunities, I reframed the key user needs as three How Might We questions. These provided a clear focus for ideation while ensuring potential solutions remained grounded in the research.

Designing the Solution

Develop

With a clearer understanding of users' needs, I began exploring potential solutions to address the key opportunities identified through research.

Concept Exploration

Using the How Might We questions as a starting point, I explored a range of potential solutions through brainstorming and rapid sketching. Ideas ranged from simple indicators and contextual explanations to feedback mechanisms and more detailed AI transparency features.

Sketching allowed me to quickly iterate on layouts, interactions, and user flows before moving into digital wireframes.

Designing Within Existing Archive Experiences

Rather than designing an entirely new digital archive, I wanted the prototype to reflect the systems researchers were already familiar with. I carried out an interface audit of existing digital archives relevant to the project, including The National Archives, the British Library, and Europeana, comparing common patterns across their information architecture, terminology, layouts, and interactions.

Using these findings, I mapped a typical archive structure and created a simplified sitemap focused on the research journey of searching for and viewing records. This provided a familiar foundation for integrating the proposed solutions into realistic points within the archival research experience.

Prioritising Ideas

I used a prioritisation matrix to evaluate the concepts based on their potential user impact and feasibility of implementation.

This helped narrow the initial ideas to three concepts that addressed the strongest needs identified through research while remaining realistic to integrate into existing archival systems:

  1. AI Activity Indicator - making AI involvement visible and explaining where it has contributed.

  2. Explanation Tooltips - providing contextual information about AI-generated content when users need it.

  3. Error & Feedback System - allowing researchers to report potential inaccuracies and making human review visible.

Developing the Design Patterns

With the overall structure established, I developed the three prioritised concepts into explainable design patterns integrated across the search and record-viewing experience.

Given the information-dense nature of digital archive interfaces, the patterns were designed to be lightweight and unobtrusive. Explanations could be accessed on demand, allowing researchers to explore additional context when needed without cluttering the interface or disrupting their existing research workflow.

The three patterns address the core needs identified through research: making AI involvement visible, supporting understanding, and giving researchers greater agency over AI-generated information.

Design Pattern 1 | AI Activity Indicator

Design Pattern 2 | Error and Feedback System

Design Pattern 3 | Explanation Tooltips

What it is

  • An expandable indicator integrated into the record detail page

  • Signals when AI has contributed to record information

How it works

  • Indicates which fields are AI-generated or influenced

  • Explains why AI was used and communicates relevant limitations

  • Provides access to further information and a way to report potential errors

Why

  • Users often lacked awareness of when AI is involved

  • Participants wanted clear disclosure to avoid confusion and misattribution of errors

UX value

  • Makes AI visible at the point where information is interpreted

  • Supports accurate mental models without overwhelming users

What it is

  • A structured feedback form embedded within the record detail page

  • Allows users to report potential errors in AI-generated content

How it works

  • Users select the field in question and describe the issue

  • Optional space allows users to suggest corrections or provide supporting sources

  • An ‘Under review’ label indicates that flagged information is awaiting human review

Why

  • Users wanted greater control and the ability to respond to uncertain or inaccurate information

  • Being able to flag errors was associated with increased confidence and reassurance

UX value

  • Gives users a clear way to question and respond to AI-generated information

  • Makes human oversight and accountability visible within the interface

What it is

  • Contextual information icons positioned alongside AI-generated or influenced information

  • Integrated into both search results and record detail pages

How it works

  • Explains why AI-generated information or search results are being shown

  • Provides context about how information was generated and what it was based on

  • Uses a high-level confidence indicator alongside a brief explanation

Why

  • Users preferred simple, contextual explanations of AI involvement

  • Additional information needed to be accessible without disrupting the research workflow

UX value

  • Provides relevant explanations at the point they are needed

  • Supports informed judgement without adding unnecessary interface clutter

Evaluating the Concept

Deliver

With the three design patterns developed as a proof of concept, I conducted usability testing to evaluate how effectively they supported researchers in recognising, understanding, and critically engaging with AI-generated information.

Understanding

Could users understand AI's role, limitations, and the explanations provided?

Critical Engagement

Users' ability to reflect on, question, or evaluate AI-generated information.

Think-Aloud Usability Testing

I conducted think-aloud usability testing with five participants, using scenario-based tasks that guided them through the search results and record detail pages. Participants were encouraged to verbalise their thoughts as they interacted with the prototype, allowing me to observe how they interpreted the design patterns and the information presented.

The evaluation was structured around four criteria:

Visibility & Clarity

The extent to which the interface made the presence of AI visible and clear to users.

Findings - Visibility & Understanding

Testing showed that participants generally recognised AI involvement, particularly once they reached the record detail page. However, the meaning of individual indicators wasn't always immediately clear. Some users recognised that elements were interactive without initially understanding that they specifically related to AI.

— “I knew I could click it, but I didn’t realise at first that it was about AI.

Understanding developed through repeated interaction and consistent visual cues. Once participants had encountered the indicators and tooltips, they were generally able to explain what they represented and describe how AI had contributed to the information they were viewing.

Plain-language explanations were sufficient for most participants. Rather than wanting technical detail, users valued enough context to understand what AI had done, why it had been used, and where uncertainty might exist.

— “I don’t need loads of detail… just enough to understand what’s going on.

Challenge Identified:

Some participants were unsure whether confidence scores represented an assessment made by the AI system or human judgement, highlighting the need to communicate their source and meaning more clearly.

— “I wasn’t sure if that score came from the system or from a person.

Findings - Critical Engagement & Agency

Awareness of AI had a noticeable impact on how participants interpreted information. Knowing that AI was involved encouraged users to approach the content more cautiously and consider whether further verification might be needed, particularly when the information was important to their research.

— “If I know AI’s been involved, I’d probably look a bit closer at it.

AI-generated summaries and metadata were generally viewed as useful starting points for orienting research or narrowing down results, rather than information participants would rely on without question. This suggested that making AI involvement visible could support more considered use without discouraging users from engaging with AI-generated information altogether.

The Error & Feedback System also supported participants' sense of control. Although most didn't expect to use it frequently, knowing they could report potential inaccuracies was reassuring, while the ‘Under review’ state helped make human oversight and accountability visible.

— “I might not use it all the time, but it’s reassuring that it’s there.

Challenge Identified:

Participants were less certain about what would happen after submitting feedback, including whether they would see the outcome of a review or be informed if information changed.

— “Would this just go away, or would something else happen?

Outcomes

The proof of concept demonstrated that lightweight explainable design patterns could support greater transparency without requiring users to understand the technical workings of AI. Participants developed practical understandings of AI's role, approached AI-generated information with greater consideration, and valued having ways to question potential inaccuracies.

Testing also highlighted opportunities for further development, particularly around communicating uncertainty more clearly and providing greater visibility into what happens after users submit feedback.

User Agency

The extent to which users could maintain an active role when interacting with AI-generated information.

Conclusion

Reflection

This project explored how explainable design could make the use of AI in digital archives more transparent and understandable. The research showed that users don't necessarily need technical explanations of AI, but they do need enough context to recognise its involvement, understand its limitations, and make informed judgements about the information they encounter.

The proof of concept demonstrated how lightweight, contextual design patterns could support these needs while fitting within existing archival research workflows. Testing also reinforced the importance of user agency and visible human oversight, particularly when AI-generated information may be uncertain or inaccurate.

Next Steps

Usability testing highlighted several opportunities to further develop and validate the design patterns. These would focus on:

  • Refining uncertainty communication - making the source and meaning of confidence indicators clearer.

  • Closing the feedback loop - showing users what happens after an error is reported and communicating the outcome of human review.

  • Testing in real archival contexts - evaluating the patterns with a larger and more diverse group of researchers using live archival collections.

  • Exploring scalability - investigating how the patterns could adapt to different archive platforms, AI processes, and types of AI-generated information.

These next steps reflect the areas of uncertainty identified during testing, particularly around confidence indicators and post-submission feedback.

This project challenged me to design for a problem where more information doesn't necessarily mean greater transparency. One of my biggest learnings was that explainability is as much about deciding what information to show, when to show it, and how users can act on it as it is about explaining how AI works.

Working with an emerging and technically complex subject also strengthened my ability to translate research into clear, practical design decisions. I learned to focus on the information users actually needed to understand AI’s role, helping them make informed decisions and maintain an active role in the experience.

Thanks for reading!

Interested in the research behind the project?
Read the full Master's thesis (PDF)