Research Methods Articles & Videos

  • Contextual Inquiry Pitfalls

    Contextual inquiry is a UX research method where you shadow people as they do their job (or leisure tasks), allowing you to ask questions in context. This video provides advice on overcoming the main challenges with this method.

  • Sympathy vs. Empathy in UX

    Sympathy acknowledges that users are having difficulties, but empathy goes further by understanding the users' needs and motivations.

  • UX Research Made Agile

    Test early and often is a key recommendation for UX research. Dora Brune shares her approach, including regular Open Test Labs to engage more product teams and make user research more agile. Kinder Eggs make for a nice warmup task, even in remote tests. (Recorded at a participant panel at the UX Conference.)

  • Ethnography in UX

    Good UX design requires understanding the context and patterns of human behavior, especially in new products or features that solve real needs. The 5 steps to rapid corporate ethnography lead you to these discoveries.

  • Recruiting and Screening Candidates for User Research Projects

    Know the inherent biases in your recruiting process and avoid them in order to recruit study participants that are representative for your target audience.

  • How Many Participants for a UX Interview?

    In the early stages of a UX-design project, recruit enough people to gain an in-depth understanding of users’ experiences and needs. The number of people needed for an interview study is often smaller than you think.

  • Context Methods: Study Guide

    Unsure where to start? Use this collection of links to our articles and videos to learn about ethnographic methods like field studies and diary studies — methods that help you learn about your user’s context.

  • Better UX Deliverables

    Communicating UX work and findings to the full team, stakeholders, and leadership requires engaging deliverables. Amanda Gulley shared her experience improving the design and usability of UX deliverables at a UX Conference participant panel.

  • Advanced User Testing Methods for Accelerating Innovation

    Two user research methods allow you to quickly test a large number of design alternatives, thus accelerating UX innovation. Rapid iterative design and within-subjects testing of multiple alternate designs aren't for every project, but are great when they do apply.

  • Triangulation: Combine Findings from Multiple User Research Methods

    Improve design decisions by looking at the problem from multiple points of view: combine multiple types of data or data from several UX research methods.

  • Quantitative Research: Study Guide

    Unsure where to start? Use this collection of links to our articles and videos to learn about quant research, quant usability testing, analytics, and analyzing data.

  • Identify and Document Your UX Methods

    For each research or design method you employ, create a document that defines this method and can be used to educate other team members on UX activities.

  • Partner with Other Research Teams in Your Organization

    To gain a holistic picture of your users, exchange data with the non-UX teams in your company who are collecting other forms of customer data, besides the user research you do yourself. You gain; they gain.

  • Data Is More than Numbers: Why Qualitative Data Isn’t Just Opinions

    Systematically gathered qualitative data is a dependable method of understanding what users need, why problems occur, and how to solve them.

  • Four Factors in UX Maturity

    Improving UX maturity requires growth and evolution across 4 high-level factors: strategy, culture, process, and outcomes.

  • How Many Participants for Quantitative Usability Studies: A Summary of Sample-Size Recommendations

    40 participants is an appropriate number for most quantitative studies, but there are cases where you can recruit fewer users.

  • Remote Usability Testing Costs

    We compare the budgets needed for different kinds of qualitative user research: in-person usability testing vs. remote studies run by software (unmoderated) or run by a human moderator.

  • Why 5 Participants Are Okay in a Qualitative Study, but Not in a Quantitative One

    Qualitative usability testing aims to identify issues in an interface, while quantitative usability testing is meant to provide metrics that capture the behavior of your whole user population.

  • 5 Facilitation Mistakes to Avoid During User Interviews

    Some common mistakes to avoid in UX interviews include poor rapport, multitasking, leading, insufficient probing, and poorly managed observers.

  • How Useful Is the System Usability Scale (SUS) in UX Projects?

    SUS is a 35-years old and thus well-established way to measure user satisfaction, but it is not the most recommended way of doing so in user research.

  • 4 Steps to Field Studies with Users

    Customer visits and other field studies to observe users in their natural habitat are one of the most important user research methods. This video covers the 4 basic steps to prepare and carry out ethnographic-style research, preferably early in the UX design process.

  • How to Conduct Research for Customer Journey Mapping

    When conducting research for customer-journey maps, use qualitative methods that allow direct interaction with or observation of users, such as interviews, field studies, and diary studies.

  • How to Empathy Map

    A 5-step process for creating empathy maps that describe user characteristics at the start of a UX design process.

  • Formative vs. Summative Usability Evaluation

    Usability testing and other UX evaluation methods can be divided into two major categories: formative evaluation and summative evaluation. Both have their place, but at different stages in the design lifecycle, and they have different characteristics, for example in the number of test participants needed for a good study.

  • Usability Testing with 5 Users: Design Process (video 1 of 3)

    Formative usability testing is best done with a small number of study participants, so that you have time and budget to test more design iterations of the user interface.

  • Contextual Inquiry: Leave Your Office to Find Design Ideas

    Field studies observe how people interact with interfaces in their own environment. Real-world contexts reveal behaviors for which you might not be aware.

  • Open vs. Closed Card Sorting

    There are two types of card sorting, which measure different aspects of users' mental models for information architecture.

  • How to Setup a Desktop Usability Test

    There are a lot of elements involved in usability studies with a desktop computer. In this video, we'll walk you through an example test setup, including the necessary equipment, and discuss how to prepare for a test.

  • How to Do User Research Within Constraints

    There will always be constraints that we have to work in, whether it's not having enough time or not having dedicated researchers on our UX projects. This video offers tips on how to do user research without feeling stuck.

  • When to Use Which UX Research Method

    Don’t just do usability tests. Do what you need. Consider five criteria to help you determine the most effective UX research method to use for your situation, to meet research goals, and achieve desired outcomes.

  • 5 Steps for Effective Diary Studies in Customer Journey Research

    Diary studies are a longitudinal research method used to understand user interactions at different touchpoints, which is especially useful for omnichannel user research. Participants record their reactions as experiences unfold throughout the customer journey.

  • 5-Second Usability Test

    The 5-second test is a simple usability technique to help designers gauge the audience’s first impressions of a webpage.

  • Small vs. Big User Studies - What’s Best?

    Jakob Nielsen answers an audience question about small and large usability studies. Which of these will improve your user interface design the most? (From the UX Conference in London.)

  • How to Maximize User Research Insight (Keynote address)

    Increase the reliability and validity of your research findings by incorporating multiple research techniques and following study-design best practices, as explained by Jakob Nielsen at the UX Conference in Las Vegas.

  • How Can We Study Website Credibility?

    Find out why asking users directly won't accurately measure a website's credibility -- and what you can do instead.

  • Paper Prototyping: How to Create & Usability-Test Simple UI Prototypes (Tutorial)

    Create low-fidelity, low-commitment rapid user interface prototypes to can get early user feedback. Video shows how to conduct user testing of these simulated screens, with examples of the kinds of usability problems you can discover by testing different kinds of prototypes.

  • Recruiting and Screening Candidates for User Research Projects

    Know the inherent biases in your recruiting process and avoid them in order to recruit study participants that are representative for your target audience.

  • How Many Participants for a UX Interview?

    In the early stages of a UX-design project, recruit enough people to gain an in-depth understanding of users’ experiences and needs. The number of people needed for an interview study is often smaller than you think.

  • Context Methods: Study Guide

    Unsure where to start? Use this collection of links to our articles and videos to learn about ethnographic methods like field studies and diary studies — methods that help you learn about your user’s context.

  • Quantitative Research: Study Guide

    Unsure where to start? Use this collection of links to our articles and videos to learn about quant research, quant usability testing, analytics, and analyzing data.

  • Data Is More than Numbers: Why Qualitative Data Isn’t Just Opinions

    Systematically gathered qualitative data is a dependable method of understanding what users need, why problems occur, and how to solve them.

  • Four Factors in UX Maturity

    Improving UX maturity requires growth and evolution across 4 high-level factors: strategy, culture, process, and outcomes.

  • How Many Participants for Quantitative Usability Studies: A Summary of Sample-Size Recommendations

    40 participants is an appropriate number for most quantitative studies, but there are cases where you can recruit fewer users.

  • Why 5 Participants Are Okay in a Qualitative Study, but Not in a Quantitative One

    Qualitative usability testing aims to identify issues in an interface, while quantitative usability testing is meant to provide metrics that capture the behavior of your whole user population.

  • 5 Facilitation Mistakes to Avoid During User Interviews

    Some common mistakes to avoid in UX interviews include poor rapport, multitasking, leading, insufficient probing, and poorly managed observers.

  • International Usability Testing: Why You Need It

    User testing in different countries helps identify culturally specific usability issues. Testing correctly and at the right time will help you thrive in a new market.

  • Writing an Effective Guide for a UX Interview

    Preparing a guide for a user interview ensures that topics relevant to your research questions are covered, and that the interview captures in-depth information about people’s lives and needs.

  • Triangulation: Get Better Research Results by Using Multiple UX Methods

    Diversifying user research methods ensures more reliable, valid results by considering multiple ways of collecting and interpreting data.

  • Internal vs. External Validity of UX Studies

    Poorly designed qualitative or quantitative research may produce invalid results. Avoid encouraging certain responses or behaviors and make sure that your study conditions and participants are representative.

  • Contextual Inquiry: Inspire Design by Observing and Interviewing Users in Their Context

    Through observation and collaborative interpretation, contextual inquiry uncovers insight about user’s that may not be available via other research methods.

  • How and Why to Recruit Backup Participants (aka “Floaters”) in User Research

    Sometimes you should intentionally overrecruit test participants for one-on-one user-research studies. Backup participants must be recruited according to the same screening criteria and paid at least as much as regular participants.

  • Task Analysis: Support Users in Achieving Their Goals

    Task analysis is the systematic study of how users complete tasks to achieve their goals. This knowledge ensures products and services are designed to efficiently and appropriately support those goals.

  • 7 Steps to Benchmark Your Product’s UX

    Benchmark your UX by first determining appropriate metrics and a study methodology. Then track these metrics across different releases of your product by running studies that follow the same established methodology.

  • Remote Usability-Testing Costs: Moderated vs. Unmoderated

    Exact costs will vary, but an unmoderated 5-participant study may be 20–40% cheaper than a moderated study, and may save around 20 hours of researcher time.

  • Turning Complex Data into Compelling Stories: A 5-Step Process

    Uncover the story within extensive UX-research data by following a process of revisiting original research objectives and organizing findings into themes.

  • 3 Persona Types: Lightweight, Qualitative, and Statistical

    For most teams, approaching persona creation qualitatively is the right balance of effort vs. value, but very large or very small organizations might benefit from statistical or lightweight approaches, respectively.