Research Methods Articles & Videos

  • Cognitive Maps, Mind Maps, and Concept Maps: Definitions

    Cognitive maps, concept maps, and mind maps are diagramming techniques that can be utilized throughout the UX process to visualize knowledge and surface relationships among concepts.

  • How to use Screening Questions to Select the Right Participants for User Research

    To recruit appropriate UX research participants, assess people’s characteristics without giving away the purpose of the study.

  • 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.

  • Why User Interviews Fail

    User interviews are often used for the wrong purpose, they’re not planned or analyzed properly, and stakeholders don’t see the value in doing them.

  • 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.

  • The Science of Silence: Intentional Silence as a Moderation Technique

    Keeping quiet is a powerful moderation technique for user interviews, usability testing, and workshop facilitation. Well-timed, deliberate periods of silence elicit thoughtful, accurate responses and insights, and build trust with participants.

  • Usability Testing with Minors: 16 Tips

    To guarantee an effective study with users under 18-years old, recruit extra participants, design a child-friendly lab, prepare a plethora of age-appropriate tasks, and avoid being too authoritative.

  • Sympathy vs. Empathy in UX

    The majority of UX professionals practice sympathy instead of empathy for their users.

  • ‘But You Tested with Only 5 Users!’: Responding to Skepticism About Findings From Small Studies

    “That’s just one person” and “Our real users aren’t like that” are common objections to findings from qualitative usability testing. Address these concerns proactively to ensure your research is effective.

  • 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.

  • Interpreting Contradictory UX Research Findings

    If your product looks good from one perspective and bad from another, you have to check the methodology and try to interpret the findings.

  • 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.

  • User Interviews: How, When, and Why to Conduct Them

    User interviews have become a popular technique for getting user feedback, mainly because they are fast and easy. Use them to learn about users’ perceptions of your design, not about its usability.

  • 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.

  • Quantitative UX Research in Practice

    Across 429 UX professionals, 71% of teams report performing some kind of quant UX research at least sometimes, and almost everyone reported struggling with challenges to get quant research done.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Usability Testing for Content

    Usability testing can yield valuable insights about your content. Make sure you test with the correct users, carefully craft the tasks, and ask the right follow-up questions.

  • Comparing Qualitative and Quantitative UX Research

    Qualitative and quantitative are both useful types of user research, but involve different methods and answer different questions for your UX design process. Use both!

  • Is A/B Testing Faster than Usability Testing at Getting Results?

    If A/B testing can quickly show which design is best, why should a UX team bother doing usability studies and other user research?

  • Diary Studies

    Ask users to keep a diary throughout a fairly long period is great for researching customer journeys or other bigger-scope issues in user experience that go beyond a single interaction.

  • Field Studies vs. Ethnographic Studies vs. Contextual Inquiry

    What is the difference between a field study, an ethnographic study, and a contextual inquiry in a user experience design project? Not much. The main difference is that between field methods and lab-based user research.

  • Findability vs. Discoverability

    Locating features or content on a website or in an app happen in two different ways: finding (users look for the item) and discovering (users come across the item). Both are important, but require different user research techniques to evaluate.

  • Running a Remote Usability Test, Part 2

    Learn how to run a remote moderated usability test. This second video covers how to actually facilitate the session with the participant and how to end with debrief, incentive, and initial analysis with your team.

  • Running a Remote Usability Test, Part 1

    Learn how to run a remote moderated usability test. Part 1 covers starting the session with your participant and observers.

  • Catching Cheaters and Outliers in Remote Unmoderated Studies

    In remote usability studies, it's hard to identify test participants who should not be in the study because they don't fit the profile or don't attempt the task seriously. This is even harder in unmoderated studies, but it can (and should) be done.

  • 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.