Find new directions and opportunities
Improve usability of design
Measure product performance against itself or its competition
Generative research methods
Formative research methods
Summative research methods
Field studies, diary studies, interviews, surveys, participatory design, concept testing
Card sorting, tree testing, usability testing, remote testing (moderated and unmoderated)
Usability benchmarking, unmoderated UX testing, A/B testing, clickstream / analytics, surveys
While many user-experience research methods have their roots in scientific practice, their aims are not purely scientific and still need to be adjusted to meet stakeholder needs. This is why the characterizations of the methods here are meant as general guidelines, rather than rigid classifications.
In the end, the success of your work will be determined by how much of an impact it has on improving the user experience of the website or product in question. These classifications are meant to help you make the best choice at the right time.
Here’s a short description of the user research methods shown in the above chart:
Usability testing (aka usability-lab studies): Participants are brought into a lab, one-on-one with a researcher, and given a set of scenarios that lead to tasks and usage of specific interest within a product or service.
Field studies : Researchers study participants in their own environment (work or home), where they would most likely encounter the product or service being used in the most realistic or natural environment.
Contextual inquiry : Researchers and participants collaborate together in the participants own environment to inquire about and observe the nature of the tasks and work at hand. This method is very similar to a field study and was developed to study complex systems and in-depth processes.
Participatory design : Participants are given design elements or creative materials in order to construct their ideal experience in a concrete way that expresses what matters to them most and why.
Focus groups : Groups of 3–12 participants are led through a discussion about a set of topics, giving verbal and written feedback through discussion and exercises.
Interviews : a researcher meets with participants one-on-one to discuss in depth what the participant thinks about the topic in question.
Eyetracking : an eyetracking device is configured to precisely measure where participants look as they perform tasks or interact naturally with websites, applications, physical products, or environments.
Usability benchmarking : tightly scripted usability studies are performed with larger numbers of participants, using precise and predetermined measures of performance, usually with the goal of tracking usability improvements of a product over time or comparing with competitors.
Remote moderated testing : Usability studies are conducted remotely , with the use of tools such as video conferencing, screen-sharing software, and remote-control capabilities.
Unmoderated testing: An automated method that can be used in both quantitative and qualitative studies and that uses a specialized research tool to capture participant behaviors and attitudes, usually by giving participants goals or scenarios to accomplish with a site, app, or prototype. The tool can record a video stream of each user session, and can gather usability metrics such as success rate, task time, and perceived ease of use.
Concept testing : A researcher shares an approximation of a product or service that captures the key essence (the value proposition) of a new concept or product in order to determine if it meets the needs of the target audience. It can be done one-on-one or with larger numbers of participants, and either in person or online.
Diary studies : Participants are using a mechanism (e.g., paper or digital diary, camera, smartphone app) to record and describe aspects of their lives that are relevant to a product or service or simply core to the target audience. Diary studies are typically longitudinal and can be done only for data that is easily recorded by participants.
Customer feedback : Open-ended and/or close-ended information is provided by a self-selected sample of users, often through a feedback link, button, form, or email.
Desirability studies : Participants are offered different visual-design alternatives and are expected to associate each alternative with a set of attributes selected from a closed list. These studies can be both qualitative and quantitative.
Card sorting : A quantitative or qualitative method that asks users to organize items into groups and assign categories to each group. This method helps create or refine the information architecture of a site by exposing users’ mental models .
Tree testing : A quantitative method of testing an information architecture to determine how easy it is to find items in the hierarchy. This method can be conducted on an existing information architecture to benchmark it and then again, after the information architecture is improved with card sorting, to demonstrate improvement.
Analytics : Analyzing data collected from user behavior like clicks, form filling, and other recorded interactions. It requires the site or application to be instrumented properly in advance.
Clickstream analytics: A particular type of analytics that involves analyzing the sequence of pages that users visit as they use a site or software application.
A/B testing (aka multivariate testing , live testing, or bucket testing): A method of scientifically testing different designs on a site by randomly assigning groups of users to interact with each of the different designs and measuring the effect of these assignments on user behavior.
Surveys : A quantitative measure of attitudes through a series of questions, typically more closed-ended than open-ended . A survey that is triggered during the use of a site or application is an intercept survey, often triggered by user behavior. More typically, participants are recruited from an email message or reached through some other channel such as social media.
In-Depth Course
More details about the methods and the dimensions of use in the full-day training course User Research Methods: From Strategy to Requirements to Design and the article A Guide to Using User-Experience Research Methods .
Related courses, user research methods: from strategy to requirements to design.
Pick the best UX research method for each stage in the design process
Conduct successful discovery phases to ensure you build the best solution
Plan, conduct, and analyze your own studies, whether in person or remote
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COMMENTS
1. Quantitative vs. qualitative UX research. In short, quantitative user research is research that yields numerical results, while qualitative research results in data that you can’t as easily slot into a calculation.
UX research is a multi-dimensional process that includes different user research methods and techniques. In this chapter, we provide an overview of the quantitative and qualitative research methods and explain why the best solution uses a mix of both methods.
Both qualitative and quantitative user research methods have their own strengths and weaknesses, and it’s important to choose the right method in order to maximize relevant data collection and glean the most useful qualitative and quantitative insights.
As UX designers, we understand the vital role research plays in uncovering user insights, informing design decisions, and ultimately delivering exceptional products. However, within the expansive field of UX research, two dominant methodologies reign supreme: qualitative and quantitative research.
Qualitative and quantitative research methods are both crucial in understanding user experience (UX) that translates into informed design decisions. Each method offers unique insights and benefits, and often, they are used together to provide a comprehensive understanding of user needs and behaviours. .
Qualitative vs. Quantitative. Context of Use. The following chart illustrates where 20 popular methods appear along these dimensions: Each dimension provides a way to distinguish among studies in terms of the questions they answer and the purposes they are most suited for.