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• Types of Interviews in Research | Guide & Examples

Types of Interviews in Research | Guide & Examples

Published on March 10, 2022 by Tegan George . Revised on June 22, 2023.

An interview is a qualitative research method that relies on asking questions in order to collect data . Interviews involve two or more people, one of whom is the interviewer asking the questions.

There are several types of interviews, often differentiated by their level of structure.

• Structured interviews have predetermined questions asked in a predetermined order.
• Unstructured interviews are more free-flowing.
• Semi-structured interviews fall in between.

Interviews are commonly used in market research, social science, and ethnographic research .

Table of contents

What is a structured interview, what is a semi-structured interview, what is an unstructured interview, what is a focus group, examples of interview questions, advantages and disadvantages of interviews, other interesting articles, frequently asked questions about types of interviews.

Structured interviews have predetermined questions in a set order. They are often closed-ended, featuring dichotomous (yes/no) or multiple-choice questions. While open-ended structured interviews exist, they are much less common. The types of questions asked make structured interviews a predominantly quantitative tool.

Asking set questions in a set order can help you see patterns among responses, and it allows you to easily compare responses between participants while keeping other factors constant. This can mitigate   research biases and lead to higher reliability and validity. However, structured interviews can be overly formal, as well as limited in scope and flexibility.

• You feel very comfortable with your topic. This will help you formulate your questions most effectively.
• You have limited time or resources. Structured interviews are a bit more straightforward to analyze because of their closed-ended nature, and can be a doable undertaking for an individual.
• Your research question depends on holding environmental conditions between participants constant.

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Semi-structured interviews are a blend of structured and unstructured interviews. While the interviewer has a general plan for what they want to ask, the questions do not have to follow a particular phrasing or order.

Semi-structured interviews are often open-ended, allowing for flexibility, but follow a predetermined thematic framework, giving a sense of order. For this reason, they are often considered “the best of both worlds.”

However, if the questions differ substantially between participants, it can be challenging to look for patterns, lessening the generalizability and validity of your results.

• You have prior interview experience. It’s easier than you think to accidentally ask a leading question when coming up with questions on the fly. Overall, spontaneous questions are much more difficult than they may seem.
• Your research question is exploratory in nature. The answers you receive can help guide your future research.

An unstructured interview is the most flexible type of interview. The questions and the order in which they are asked are not set. Instead, the interview can proceed more spontaneously, based on the participant’s previous answers.

Unstructured interviews are by definition open-ended. This flexibility can help you gather detailed information on your topic, while still allowing you to observe patterns between participants.

However, so much flexibility means that they can be very challenging to conduct properly. You must be very careful not to ask leading questions, as biased responses can lead to lower reliability or even invalidate your research.

• You have a solid background in your research topic and have conducted interviews before.
• Your research question is exploratory in nature, and you are seeking descriptive data that will deepen and contextualize your initial hypotheses.
• Your research necessitates forming a deeper connection with your participants, encouraging them to feel comfortable revealing their true opinions and emotions.

A focus group brings together a group of participants to answer questions on a topic of interest in a moderated setting. Focus groups are qualitative in nature and often study the group’s dynamic and body language in addition to their answers. Responses can guide future research on consumer products and services, human behavior, or controversial topics.

Focus groups can provide more nuanced and unfiltered feedback than individual interviews and are easier to organize than experiments or large surveys . However, their small size leads to low external validity and the temptation as a researcher to “cherry-pick” responses that fit your hypotheses.

• Your research focuses on the dynamics of group discussion or real-time responses to your topic.
• Your questions are complex and rooted in feelings, opinions, and perceptions that cannot be answered with a “yes” or “no.”
• Your topic is exploratory in nature, and you are seeking information that will help you uncover new questions or future research ideas.

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Depending on the type of interview you are conducting, your questions will differ in style, phrasing, and intention. Structured interview questions are set and precise, while the other types of interviews allow for more open-endedness and flexibility.

Here are some examples.

• Semi-structured
• Unstructured
• Focus group
• Do you like dogs? Yes/No
• Do you associate dogs with feeling: happy; somewhat happy; neutral; somewhat unhappy; unhappy
• If yes, name one attribute of dogs that you like.
• If no, name one attribute of dogs that you don’t like.
• What feelings do dogs bring out in you?
• When you think more deeply about this, what experiences would you say your feelings are rooted in?

Interviews are a great research tool. They allow you to gather rich information and draw more detailed conclusions than other research methods, taking into consideration nonverbal cues, off-the-cuff reactions, and emotional responses.

However, they can also be time-consuming and deceptively challenging to conduct properly. Smaller sample sizes can cause their validity and reliability to suffer, and there is an inherent risk of interviewer effect arising from accidentally leading questions.

Here are some advantages and disadvantages of each type of interview that can help you decide if you’d like to utilize this research method.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Student’s  t -distribution
• Normal distribution
• Null and Alternative Hypotheses
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Data cleansing
• Reproducibility vs Replicability
• Peer review
• Prospective cohort study

Research bias

• Implicit bias
• Cognitive bias
• Placebo effect
• Hawthorne effect
• Hindsight bias
• Affect heuristic
• Social desirability bias

The four most common types of interviews are:

• Structured interviews : The questions are predetermined in both topic and order. 
• Semi-structured interviews : A few questions are predetermined, but other questions aren’t planned.
• Unstructured interviews : None of the questions are predetermined.
• Focus group interviews : The questions are presented to a group instead of one individual.

The interviewer effect is a type of bias that emerges when a characteristic of an interviewer (race, age, gender identity, etc.) influences the responses given by the interviewee.

There is a risk of an interviewer effect in all types of interviews , but it can be mitigated by writing really high-quality interview questions.

Social desirability bias is the tendency for interview participants to give responses that will be viewed favorably by the interviewer or other participants. It occurs in all types of interviews and surveys , but is most common in semi-structured interviews , unstructured interviews , and focus groups .

Social desirability bias can be mitigated by ensuring participants feel at ease and comfortable sharing their views. Make sure to pay attention to your own body language and any physical or verbal cues, such as nodding or widening your eyes.

This type of bias can also occur in observations if the participants know they’re being observed. They might alter their behavior accordingly.

A focus group is a research method that brings together a small group of people to answer questions in a moderated setting. The group is chosen due to predefined demographic traits, and the questions are designed to shed light on a topic of interest. It is one of 4 types of interviews .

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

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How to conduct qualitative interviews (tips and best practices)

Last updated

18 May 2023

Reviewed by

Miroslav Damyanov

However, conducting qualitative interviews can be challenging, even for seasoned researchers. Poorly conducted interviews can lead to inaccurate or incomplete data, significantly compromising the validity and reliability of your research findings.

When planning to conduct qualitative interviews, you must adequately prepare yourself to get the most out of your data. Fortunately, there are specific tips and best practices that can help you conduct qualitative interviews effectively.

• What is a qualitative interview?

A qualitative interview is a research technique used to gather in-depth information about people's experiences, attitudes, beliefs, and perceptions. Unlike a structured questionnaire or survey, a qualitative interview is a flexible, conversational approach that allows the interviewer to delve into the interviewee's responses and explore their insights and experiences.

In a qualitative interview, the researcher typically develops a set of open-ended questions that provide a framework for the conversation. However, the interviewer can also adapt to the interviewee's responses and ask follow-up questions to understand their experiences and views better.

• How to conduct interviews in qualitative research

Conducting interviews involves a well-planned and deliberate process to collect accurate and valid data. 

Here’s a step-by-step guide on how to conduct interviews in qualitative research, broken down into three stages:

1. Before the interview

The first step in conducting a qualitative interview is determining your research question . This will help you identify the type of participants you need to recruit . Once you have your research question, you can start recruiting participants by identifying potential candidates and contacting them to gauge their interest in participating in the study. 

After that, it's time to develop your interview questions. These should be open-ended questions that will elicit detailed responses from participants. You'll also need to get consent from the participants, ideally in writing, to ensure that they understand the purpose of the study and their rights as participants. Finally, choose a comfortable and private location to conduct the interview and prepare the interview guide.

2. During the interview

Start by introducing yourself and explaining the purpose of the study. Establish a rapport by putting the participants at ease and making them feel comfortable. Use the interview guide to ask the questions, but be flexible and ask follow-up questions to gain more insight into the participants' responses. 

Take notes during the interview, and ask permission to record the interview for transcription purposes. Be mindful of the time, and cover all the questions in the interview guide.

3. After the interview

Once the interview is over, transcribe the interview if you recorded it. If you took notes, review and organize them to make sure you capture all the important information. Then, analyze the data you collected by identifying common themes and patterns. Use the findings to answer your research question. 

Finally, debrief with the participants to thank them for their time, provide feedback on the study, and answer any questions they may have.

• What kinds of questions should you ask in a qualitative interview?

Qualitative interviews involve asking questions that encourage participants to share their experiences, opinions, and perspectives on a particular topic. These questions are designed to elicit detailed and nuanced responses rather than simple yes or no answers.

Effective questions in a qualitative interview are generally open-ended and non-leading. They avoid presuppositions or assumptions about the participant's experience and allow them to share their views in their own words. 

In customer research , you might ask questions such as:

What motivated you to choose our product/service over our competitors?

How did you first learn about our product/service?

Can you walk me through your experience with our product/service?

What improvements or changes would you suggest for our product/service?

Have you recommended our product/service to others, and if so, why?

The key is to ask questions relevant to the research topic and allow participants to share their experiences meaningfully and informally. 

• How to determine the right qualitative interview participants

Choosing the right participants for a qualitative interview is a crucial step in ensuring the success and validity of the research . You need to consider several factors to determine the right participants for a qualitative interview. These may include:

Relevant experiences : Participants should have experiences related to the research topic that can provide valuable insights.

Diversity : Aim to include diverse participants to ensure the study's findings are representative and inclusive.

Access : Identify participants who are accessible and willing to participate in the study.

Informed consent : Participants should be fully informed about the study's purpose, methods, and potential risks and benefits and be allowed to provide informed consent.

You can use various recruitment methods, such as posting ads in relevant forums, contacting community organizations or social media groups, or using purposive sampling to identify participants who meet specific criteria.

• How to make qualitative interview subjects comfortable

Making participants comfortable during a qualitative interview is essential to obtain rich, detailed data. Participants are more likely to share their experiences openly when they feel at ease and not judged. 

Here are some ways to make interview subjects comfortable:

Explain the purpose of the study

Start the interview by explaining the research topic and its importance. The goal is to give participants a sense of what to expect.

Create a comfortable environment

Conduct the interview in a quiet, private space where the participant feels comfortable. Turn off any unnecessary electronics that can create distractions. Ensure your equipment works well ahead of time. Arrive at the interview on time. If you conduct a remote interview, turn on your camera and mute all notetakers and observers.

Build rapport

Greet the participant warmly and introduce yourself. Show interest in their responses and thank them for their time.

Use open-ended questions

Ask questions that encourage participants to elaborate on their thoughts and experiences.

Listen attentively

Resist the urge to multitask . Pay attention to the participant's responses, nod your head, or make supportive comments to show you’re interested in their answers. Avoid interrupting them.

Avoid judgment

Show respect and don't judge the participant's views or experiences. Allow the participant to speak freely without feeling judged or ridiculed.

Offer breaks

If needed, offer breaks during the interview, especially if the topic is sensitive or emotional.

Creating a comfortable environment and establishing rapport with the participant fosters an atmosphere of trust and encourages open communication. This helps participants feel at ease and willing to share their experiences.

• How to analyze a qualitative interview

Analyzing a qualitative interview involves a systematic process of examining the data collected to identify patterns, themes, and meanings that emerge from the responses. 

Here are some steps on how to analyze a qualitative interview:

1. Transcription

The first step is transcribing the interview into text format to have a written record of the conversation. This step is essential to ensure that you can refer back to the interview data and identify the important aspects of the interview.

2. Data reduction

Once you’ve transcribed the interview, read through it to identify key themes, patterns, and phrases emerging from the data. This process involves reducing the data into more manageable pieces you can easily analyze.

The next step is to code the data by labeling sections of the text with descriptive words or phrases that reflect the data's content. Coding helps identify key themes and patterns from the interview data.

4. Categorization

After coding, you should group the codes into categories based on their similarities. This process helps to identify overarching themes or sub-themes that emerge from the data.

5. Interpretation

You should then interpret the themes and sub-themes by identifying relationships, contradictions, and meanings that emerge from the data. Interpretation involves analyzing the themes in the context of the research question .

6. Comparison

The next step is comparing the data across participants or groups to identify similarities and differences. This step helps to ensure that the findings aren’t just specific to one participant but can be generalized to the wider population.

7. Triangulation

To ensure the findings are valid and reliable, you should use triangulation by comparing the findings with other sources, such as observations or interview data.

8. Synthesis

The final step is synthesizing the findings by summarizing the key themes and presenting them clearly and concisely. This step involves writing a report that presents the findings in a way that is easy to understand, using quotes and examples from the interview data to illustrate the themes.

• Tips for transcribing a qualitative interview

Transcribing a qualitative interview is a crucial step in the research process. It involves converting the audio or video recording of the interview into written text. 

Here are some tips for transcribing a qualitative interview:

Use transcription software

Transcription software can save time and increase accuracy by automatically transcribing audio or video recordings.

Listen carefully

When manually transcribing, listen carefully to the recording to ensure clarity. Pause and rewind the recording as necessary.

Use appropriate formatting

Use a consistent format for transcribing, such as marking pauses, overlaps, and interruptions. Indicate non-verbal cues such as laughter, sighs, or changes in tone.

Edit for clarity

Edit the transcription to ensure clarity and readability. Use standard grammar and punctuation, correct misspellings, and remove filler words like "um" and "ah."

Proofread and edit

Verify the accuracy of the transcription by listening to the recording again and reviewing the notes taken during the interview.

Use timestamps

Add timestamps to the transcription to reference specific interview sections.

Transcribing a qualitative interview can be time-consuming, but it’s essential to ensure the accuracy of the data collected. Following these tips can produce high-quality transcriptions useful for analysis and reporting.

• Why are interview techniques in qualitative research effective?

Unlike quantitative research methods, which rely on numerical data, qualitative research seeks to understand the richness and complexity of human experiences and perspectives. 

Interview techniques involve asking open-ended questions that allow participants to express their views and share their stories in their own words. This approach can help researchers to uncover unexpected or surprising insights that may not have been discovered through other research methods.

Interview techniques also allow researchers to establish rapport with participants, creating a comfortable and safe space for them to share their experiences. This can lead to a deeper level of trust and candor, leading to more honest and authentic responses.

• What are the weaknesses of qualitative interviews?

Qualitative interviews are an excellent research approach when used properly, but they have their drawbacks. 

The weaknesses of qualitative interviews include the following:

Subjectivity and personal biases

Qualitative interviews rely on the researcher's interpretation of the interviewee's responses. The researcher's biases or preconceptions can affect how the questions are framed and how the responses are interpreted, which can influence results.

Small sample size

The sample size in qualitative interviews is often small, which can limit the generalizability of the results to the larger population.

Data quality

The quality of data collected during interviews can be affected by various factors, such as the interviewee's mood, the setting of the interview, and the interviewer's skills and experience.

Socially desirable responses

Interviewees may provide responses that they believe are socially acceptable rather than truthful or genuine.

Conducting qualitative interviews can be expensive, especially if the researcher must travel to different locations to conduct the interviews.

Time-consuming

The data analysis process can be time-consuming and labor-intensive, as researchers need to transcribe and analyze the data manually.

Despite these weaknesses, qualitative interviews remain a valuable research tool . You can take steps to mitigate the impact of these weaknesses by incorporating the perspectives of other researchers or participants in the analysis process, using multiple data sources , and critically analyzing your biases and assumptions.

Mastering the art of qualitative interviews is an essential skill for businesses looking to gain deep insights into their customers' needs , preferences, and behaviors. By following the tips and best practices outlined in this article, you can conduct interviews that provide you with rich data that you can use to make informed decisions about your products, services, and marketing strategies. 

Remember that effective communication, active listening, and proper analysis are critical components of successful qualitative interviews. By incorporating these practices into your customer research, you can gain a competitive edge and build stronger customer relationships.

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How to carry out great interviews in qualitative research.

11 min read An interview is one of the most versatile methods used in qualitative research. Here’s what you need to know about conducting great qualitative interviews.

What is a qualitative research interview?

Qualitative research interviews are a mainstay among q ualitative research techniques, and have been in use for decades either as a primary data collection method or as an adjunct to a wider research process. A qualitative research interview is a one-to-one data collection session between a researcher and a participant. Interviews may be carried out face-to-face, over the phone or via video call using a service like Skype or Zoom.

There are three main types of qualitative research interview – structured, unstructured or semi-structured.

• Structured interviews Structured interviews are based around a schedule of predetermined questions and talking points that the researcher has developed. At their most rigid, structured interviews may have a precise wording and question order, meaning that they can be replicated across many different interviewers and participants with relatively consistent results.
• Unstructured interviews Unstructured interviews have no predetermined format, although that doesn’t mean they’re ad hoc or unplanned. An unstructured interview may outwardly resemble a normal conversation, but the interviewer will in fact be working carefully to make sure the right topics are addressed during the interaction while putting the participant at ease with a natural manner.
• Semi-structured interviews Semi-structured interviews are the most common type of qualitative research interview, combining the informality and rapport of an unstructured interview with the consistency and replicability of a structured interview. The researcher will come prepared with questions and topics, but will not need to stick to precise wording. This blended approach can work well for in-depth interviews.

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What are the pros and cons of interviews in qualitative research?

As a qualitative research method interviewing is hard to beat, with applications in social research, market research, and even basic and clinical pharmacy. But like any aspect of the research process, it’s not without its limitations. Before choosing qualitative interviewing as your research method, it’s worth weighing up the pros and cons.

Pros of qualitative interviews:

• provide in-depth information and context
• can be used effectively when their are low numbers of participants
• provide an opportunity to discuss and explain questions
• useful for complex topics
• rich in data – in the case of in-person or video interviews , the researcher can observe body language and facial expression as well as the answers to questions

Cons of qualitative interviews:

• can be time-consuming to carry out
• costly when compared to some other research methods
• because of time and cost constraints, they often limit you to a small number of participants
• difficult to standardize your data across different researchers and participants unless the interviews are very tightly structured
• As the Open University of Hong Kong notes, qualitative interviews may take an emotional toll on interviewers

Qualitative interview guides

Semi-structured interviews are based on a qualitative interview guide, which acts as a road map for the researcher. While conducting interviews, the researcher can use the interview guide to help them stay focused on their research questions and make sure they cover all the topics they intend to.

An interview guide may include a list of questions written out in full, or it may be a set of bullet points grouped around particular topics. It can prompt the interviewer to dig deeper and ask probing questions during the interview if appropriate.

Consider writing out the project’s research question at the top of your interview guide, ahead of the interview questions. This may help you steer the interview in the right direction if it threatens to head off on a tangent.

Avoid bias in qualitative research interviews

According to Duke University , bias can create significant problems in your qualitative interview.

• Acquiescence bias is common to many qualitative methods, including focus groups. It occurs when the participant feels obliged to say what they think the researcher wants to hear. This can be especially problematic when there is a perceived power imbalance between participant and interviewer. To counteract this, Duke University’s experts recommend emphasizing the participant’s expertise in the subject being discussed, and the value of their contributions.
• Interviewer bias is when the interviewer’s own feelings about the topic come to light through hand gestures, facial expressions or turns of phrase. Duke’s recommendation is to stick to scripted phrases where this is an issue, and to make sure researchers become very familiar with the interview guide or script before conducting interviews, so that they can hone their delivery.

What kinds of questions should you ask in a qualitative interview?

The interview questions you ask need to be carefully considered both before and during the data collection process. As well as considering the topics you’ll cover, you will need to think carefully about the way you ask questions.

Open-ended interview questions – which cannot be answered with a ‘yes’ ‘no’ or ‘maybe’ – are recommended by many researchers as a way to pursue in depth information.

An example of an open-ended question is “What made you want to move to the East Coast?” This will prompt the participant to consider different factors and select at least one. Having thought about it carefully, they may give you more detailed information about their reasoning.

A closed-ended question , such as “Would you recommend your neighborhood to a friend?” can be answered without too much deliberation, and without giving much information about personal thoughts, opinions and feelings.

Follow-up questions can be used to delve deeper into the research topic and to get more detail from open-ended questions. Examples of follow-up questions include:

• What makes you say that?
• What do you mean by that?
• Can you tell me more about X?
• What did/does that mean to you?

As well as avoiding closed-ended questions, be wary of leading questions. As with other qualitative research techniques such as surveys or focus groups, these can introduce bias in your data. Leading questions presume a certain point of view shared by the interviewer and participant, and may even suggest a foregone conclusion.

An example of a leading question might be: “You moved to New York in 1990, didn’t you?” In answering the question, the participant is much more likely to agree than disagree. This may be down to acquiescence bias or a belief that the interviewer has checked the information and already knows the correct answer.

Other leading questions involve adjectival phrases or other wording that introduces negative or positive connotations about a particular topic. An example of this kind of leading question is: “Many employees dislike wearing masks to work. How do you feel about this?” It presumes a positive opinion and the participant may be swayed by it, or not want to contradict the interviewer.

Harvard University’s guidelines for qualitative interview research add that you shouldn’t be afraid to ask embarrassing questions – “if you don’t ask, they won’t tell.” Bear in mind though that too much probing around sensitive topics may cause the interview participant to withdraw. The Harvard guidelines recommend leaving sensitive questions til the later stages of the interview when a rapport has been established.

More tips for conducting qualitative interviews

Observing a participant’s body language can give you important data about their thoughts and feelings. It can also help you decide when to broach a topic, and whether to use a follow-up question or return to the subject later in the interview.

Be conscious that the participant may regard you as the expert, not themselves. In order to make sure they express their opinions openly, use active listening skills like verbal encouragement and paraphrasing and clarifying their meaning to show how much you value what they are saying.

Remember that part of the goal is to leave the interview participant feeling good about volunteering their time and their thought process to your research. Aim to make them feel empowered , respected and heard.

Unstructured interviews can demand a lot of a researcher, both cognitively and emotionally. Be sure to leave time in between in-depth interviews when scheduling your data collection to make sure you maintain the quality of your data, as well as your own well-being .

Recording and transcribing interviews

Historically, recording qualitative research interviews and then transcribing the conversation manually would have represented a significant part of the cost and time involved in research projects that collect qualitative data.

Fortunately, researchers now have access to digital recording tools, and even speech-to-text technology that can automatically transcribe interview data using AI and machine learning. This type of tool can also be used to capture qualitative data from qualitative research (focus groups,ect.) making this kind of social research or market research much less time consuming.

Data analysis

Qualitative interview data is unstructured, rich in content and difficult to analyze without the appropriate tools. Fortunately, machine learning and AI can once again make things faster and easier when you use qualitative methods like the research interview.

Text analysis tools and natural language processing software can ‘read’ your transcripts and voice data and identify patterns and trends across large volumes of text or speech. They can also perform khttps://www.qualtrics.com/experience-management/research/sentiment-analysis/

which assesses overall trends in opinion and provides an unbiased overall summary of how participants are feeling.

Another feature of text analysis tools is their ability to categorize information by topic, sorting it into groupings that help you organize your data according to the topic discussed.

All in all, interviews are a valuable technique for qualitative research in business, yielding rich and detailed unstructured data. Historically, they have only been limited by the human capacity to interpret and communicate results and conclusions, which demands considerable time and skill.

When you combine this data with AI tools that can interpret it quickly and automatically, it becomes easy to analyze and structure, dovetailing perfectly with your other business data. An additional benefit of natural language analysis tools is that they are free of subjective biases, and can replicate the same approach across as much data as you choose. By combining human research skills with machine analysis, qualitative research methods such as interviews are more valuable than ever to your business.

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Research Interviews: An effective and insightful way of data collection

Research interviews play a pivotal role in collecting data for various academic, scientific, and professional endeavors. They provide researchers with an opportunity to delve deep into the thoughts, experiences, and perspectives of an individual, thus enabling a comprehensive understanding of complex phenomena. It is important for researchers to design an effective and insightful method of data collection on a particular topic. A research interview is typically a two-person meeting conducted to collect information on a certain topic. It is a qualitative data collection method to gain primary information.

The three key features of a research interview are as follows:

Table of Contents

The Significance of Research Interviews in Gathering Primary Data

The role of research interviews in gathering first-hand information is invaluable. Additionally, they allow researchers to interact directly with participants, enabling them to collect unfiltered primary data.

1. Subjective Experience

Research interviews facilitate in-depth exploration of a research topic. Thus, by engaging in one-to-one conversation with participants, researchers can delve into the nuances and complexities of their experiences, perspectives, and opinions. This allows comprehensive understanding of the research subject that may not be possible through other methods. Also, research interviews offer the unique advantage of capturing subjective experiences through personal narratives. Moreover, participants can express their thoughts, feelings, and beliefs, which add depth to the findings.

2. Personal Insights

Research interviews offer an opportunity for participants to share their views and opinions on the objective they are being interviewed for. Furthermore, participants can express their thoughts and experiences, providing rich qualitative data . Consequently, these personal narratives add a human element to the research, thus enhancing the understanding of the topic from the participants’ perspectives. Research interviews offer the opportunity to uncover unanticipated insights or emerging themes. Additionally, open-ended questions and active listening can help the researchers to identify new perspectives, ideas, or patterns that may not have been initially considered. As a result, these factors can lead to new avenues for exploration.

3. Clarification and Validation

Researchers can clarify participants’ responses and validate their understanding during an interview. This ensures accurate data collection and interpretation. Additionally, researchers can probe deeper into participants’ statements and seek clarification on any ambiguity in the information.

4. Contextual Information

Research interviews allow researchers to gather contextual information that offers a comprehensive understanding of the research topic. Additionally, participants can provide insights into the social, cultural, or environmental factors that shape their experiences, behaviors, and beliefs. This contextual information helps researchers place the data in a broader context and facilitates a more nuanced analysis.

5. Non-verbal Cues

In addition to verbal responses, research interviews allow researchers to observe non-verbal cues such as body language, facial expressions, and tone of voice. Additionally, non-verbal cues can convey information, such as emotions, attitudes, or levels of comfort. Furthermore, integrating non-verbal cues with verbal responses provides a more holistic understanding of participants’ experiences and enriches the data collection process.

Research interviews offer several advantages, making them a reliable tool for collecting information. However, choosing the right type of research interview is essential for collecting useful data.

Types of Research Interviews

There are several types of research interviews that researchers can use based on their research goals , the nature of their study, and the data they aim to collect. Here are some common types of research interviews:

1. Structured Interviews

• Structured interviews are standardized and follow a fixed format.
• Therefore, these interviews have a pre-determined set of questions.
• All the participants are asked the same set of questions in the same order.
• Therefore, this type of interview facilitates standardization and allows easy comparison and quantitative analysis of responses.
• As a result, structured interviews are used in surveys or studies which aims for a high level of standardization and comparability.

2. Semi-structured Interviews

• Semi-structured interviews offer a flexible framework by combining pre-determined questions.
• So, this gives an opportunity for follow-up questions and open-ended discussions.
• Researchers have a list of core questions but can adapt the interview depending on the participant’s responses.
• Consequently, this allows for in-depth exploration while maintaining some level of consistency across interviews.
• As a result, semi-structured interviews are widely used in qualitative research, where content-rich data is desired.

3. Unstructured Interviews

• Unstructured interviews provide the greatest flexibility and freedom in the interview process.
• This type do not have a pre-determined set of questions.
• Thus, the conversation flows naturally based on the participant’s responses and the researcher’s interests.
• Moreover, this type of interview allows for open-ended exploration and encourages participants to share their experiences, thoughts, and perspectives freely.
• Unstructured interviews useful to explore new or complex research topics, with limited preconceived questions.

4. Group Interviews (Focus Groups)

• Group interviews involve multiple participants who engage in a facilitated discussion on a specific topic.
• This format allows the interaction and exchange of ideas among participants, generating a group dynamic.
• Therefore, group interviews are beneficial for capturing diverse perspectives, and generating collective insights.
• They are often used in market research, social sciences, or studies demanding shared experiences.

5. Narrative Interviews

• Narrative interviews focus on eliciting participants’ personal stories, views, experiences, and narratives. Researchers aim to look into the individual’s life journey.
• As a result, this type of interview allows participants to construct and share their own narratives, providing rich qualitative data.
• Qualitative research, oral history, or studies focusing on individual experiences and identities uses narrative interviews.

6. Ethnographic Interviews

• Ethnographic interviews are conducted within the context of ethnographic research, where researchers immerse themselves in a specific social or cultural setting.
• These interviews aim to understand participants’ experiences, beliefs, and practices within their cultural context, thereby understanding diversity in different ethnic groups.
• Furthermore, ethnographic interviews involve building rapport, observing the participants’ daily lives, and engaging in conversations that capture the nuances of the culture under study.

It must be noted that these interview types are not mutually exclusive. Therefore, researchers often employ a combination of approaches to gather the most comprehensive data for their research. The choice of interview type depends on the research objectives and the nature of the research topic.

Steps of Conducting a Research Interview

Research interviews offer several benefits, and thus careful planning and execution of the entire process are important to gather in-depth information from the participants. While conducting an interview, it is essential to know the necessary steps to follow for ensuring success. The steps to conduct a research interview are as follows:

• Identify the objectives and understand the goals
• Select an appropriate interview format
• Organize the necessary materials for the interview
• Understand the questions to be addressed
• Analyze the demographics of interviewees
• Select the interviewees
• Design the interview questions to gather sufficient information
• Schedule the interview
• Explain the purpose of the interview
• Analyze the interviewee based on his/her responses

Considerations for Research Interviews

Since the flexible nature of research interviews makes them an invaluable tool for data collection, researchers must consider certain factors to make the process effective. They should avoid bias and preconceived notion against the participants. Furthermore, researchers must comply with ethical considerations and respect the cultural differences between them and the participants. Also, they should ensure careful tailoring of the questions to avoid making them offensive or derogatory. The interviewers must respect the privacy of the participants and ensure the confidentiality of their details.

By ensuring due diligence of these considerations associated with research interviews, researchers can maximize the validity and reliability of the collected data, leading to robust and meaningful research outcomes.

Have you ever conducted a research interview? What was your experience? What factors did you consider when conducting a research interview? Share it with researchers worldwide by submitting your thought piece on Enago Academy’s Open Blogging Platform .

Frequently Asked Questions

• Identify the objectives of the interview • State and explain the purpose of the interview • Select an appropriate interview format • Organize the necessary materials for the Interview • Check the demographics of the participants • Select the Interviewees or the participants • Prepare the list of questions to gather maximum useful data from the participants • Schedule the Interview • Analyze the participant based on his/ her Responses

Interviews are important in research as it helps to gather elaborative first-hand information. It helps to draw conclusions from the non-verbal views and personal experiences. It reduces the ambiguity of data through detailed discussions.

The advantages of research interviews are: • It offers first-hand information • Offers detailed assessment which can result in elaborate conclusions • It is easy to conduct • Provides non-verbal cues The disadvantages of research interviews are: • There is a risk of personal bias • It can be time consuming • The outcomes might be unpredictable

The difference between structured and unstructured interview are: • Structured interviews have well-structured questions in a pre-determined order; while unstructured interviews are flexible and do not have a pre-planned set of questions. • Structured interview is more detailed; while unstructured interviews are exploratory in nature. • Structured interview is easier to replicate as compared to unstructured interview.

Focus groups is a group of multiple participants engaging in a facilitated discussion on a specific topic. This format allows for interaction and exchange of ideas among participants.

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Qualitative Research 101: Interviewing

5 Common Mistakes To Avoid When Undertaking Interviews

By: David Phair (PhD) and Kerryn Warren (PhD) | March 2022

Undertaking interviews is potentially the most important step in the qualitative research process. If you don’t collect useful, useable data in your interviews, you’ll struggle through the rest of your dissertation or thesis.  Having helped numerous students with their research over the years, we’ve noticed some common interviewing mistakes that first-time researchers make. In this post, we’ll discuss five costly interview-related mistakes and outline useful strategies to avoid making these.

Overview: 5 Interviewing Mistakes

• Not having a clear interview strategy /plan
• Not having good interview techniques /skills
• Not securing a suitable location and equipment
• Not having a basic risk management plan
• Not keeping your “ golden thread ” front of mind

1. Not having a clear interview strategy

The first common mistake that we’ll look at is that of starting the interviewing process without having first come up with a clear interview strategy or plan of action. While it’s natural to be keen to get started engaging with your interviewees, a lack of planning can result in a mess of data and inconsistency between interviews.

There are several design choices to decide on and plan for before you start interviewing anyone. Some of the most important questions you need to ask yourself before conducting interviews include:

• What are the guiding research aims and research questions of my study?
• Will I use a structured, semi-structured or unstructured interview approach?
• How will I record the interviews (audio or video)?
• Who will be interviewed and by whom ?
• What ethics and data law considerations do I need to adhere to?
• How will I analyze my data? 

Let’s take a quick look at some of these.

The core objective of the interviewing process is to generate useful data that will help you address your overall research aims. Therefore, your interviews need to be conducted in a way that directly links to your research aims, objectives and research questions (i.e. your “golden thread”). This means that you need to carefully consider the questions you’ll ask to ensure that they align with and feed into your golden thread. If any question doesn’t align with this, you may want to consider scrapping it.

Another important design choice is whether you’ll use an unstructured, semi-structured or structured interview approach . For semi-structured interviews, you will have a list of questions that you plan to ask and these questions will be open-ended in nature. You’ll also allow the discussion to digress from the core question set if something interesting comes up. This means that the type of information generated might differ a fair amount between interviews.

Contrasted to this, a structured approach to interviews is more rigid, where a specific set of closed questions is developed and asked for each interviewee in exactly the same order. Closed questions have a limited set of answers, that are often single-word answers. Therefore, you need to think about what you’re trying to achieve with your research project (i.e. your research aims) and decided on which approach would be best suited in your case.

It is also important to plan ahead with regards to who will be interviewed and how. You need to think about how you will approach the possible interviewees to get their cooperation, who will conduct the interviews, when to conduct the interviews and how to record the interviews. For each of these decisions, it’s also essential to make sure that all ethical considerations and data protection laws are taken into account.

Finally, you should think through how you plan to analyze the data (i.e., your qualitative analysis method) generated by the interviews. Different types of analysis rely on different types of data, so you need to ensure you’re asking the right types of questions and correctly guiding your respondents.

Simply put, you need to have a plan of action regarding the specifics of your interview approach before you start collecting data. If not, you’ll end up drifting in your approach from interview to interview, which will result in inconsistent, unusable data.

2. Not having good interview technique

While you’re generally not expected to become you to be an expert interviewer for a dissertation or thesis, it is important to practice good interview technique and develop basic interviewing skills .

Let’s go through some basics that will help the process along.

Firstly, before the interview , make sure you know your interview questions well and have a clear idea of what you want from the interview. Naturally, the specificity of your questions will depend on whether you’re taking a structured, semi-structured or unstructured approach, but you still need a consistent starting point . Ideally, you should develop an interview guide beforehand (more on this later) that details your core question and links these to the research aims, objectives and research questions.

Before you undertake any interviews, it’s a good idea to do a few mock interviews with friends or family members. This will help you get comfortable with the interviewer role, prepare for potentially unexpected answers and give you a good idea of how long the interview will take to conduct. In the interviewing process, you’re likely to encounter two kinds of challenging interviewees ; the two-word respondent and the respondent who meanders and babbles. Therefore, you should prepare yourself for both and come up with a plan to respond to each in a way that will allow the interview to continue productively.

To begin the formal interview , provide the person you are interviewing with an overview of your research. This will help to calm their nerves (and yours) and contextualize the interaction. Ultimately, you want the interviewee to feel comfortable and be willing to be open and honest with you, so it’s useful to start in a more casual, relaxed fashion and allow them to ask any questions they may have. From there, you can ease them into the rest of the questions.

As the interview progresses , avoid asking leading questions (i.e., questions that assume something about the interviewee or their response). Make sure that you speak clearly and slowly , using plain language and being ready to paraphrase questions if the person you are interviewing misunderstands. Be particularly careful with interviewing English second language speakers to ensure that you’re both on the same page.

Engage with the interviewee by listening to them carefully and acknowledging that you are listening to them by smiling or nodding. Show them that you’re interested in what they’re saying and thank them for their openness as appropriate. This will also encourage your interviewee to respond openly.

Need a helping hand?

3. Not securing a suitable location and quality equipment

Where you conduct your interviews and the equipment you use to record them both play an important role in how the process unfolds. Therefore, you need to think carefully about each of these variables before you start interviewing.

Poor location: A bad location can result in the quality of your interviews being compromised, interrupted, or cancelled. If you are conducting physical interviews, you’ll need a location that is quiet, safe, and welcoming . It’s very important that your location of choice is not prone to interruptions (the workplace office is generally problematic, for example) and has suitable facilities (such as water, a bathroom, and snacks).

If you are conducting online interviews , you need to consider a few other factors. Importantly, you need to make sure that both you and your respondent have access to a good, stable internet connection and electricity. Always check before the time that both of you know how to use the relevant software and it’s accessible (sometimes meeting platforms are blocked by workplace policies or firewalls). It’s also good to have alternatives in place (such as WhatsApp, Zoom, or Teams) to cater for these types of issues.

Poor equipment: Using poor-quality recording equipment or using equipment incorrectly means that you will have trouble transcribing, coding, and analyzing your interviews. This can be a major issue , as some of your interview data may go completely to waste if not recorded well. So, make sure that you use good-quality recording equipment and that you know how to use it correctly.

To avoid issues, you should always conduct test recordings before every interview to ensure that you can use the relevant equipment properly. It’s also a good idea to spot check each recording afterwards, just to make sure it was recorded as planned. If your equipment uses batteries, be sure to always carry a spare set.

4. Not having a basic risk management plan

Many possible issues can arise during the interview process. Not planning for these issues can mean that you are left with compromised data that might not be useful to you. Therefore, it’s important to map out some sort of risk management plan ahead of time, considering the potential risks, how you’ll minimize their probability and how you’ll manage them if they materialize.

Common potential issues related to the actual interview include cancellations (people pulling out), delays (such as getting stuck in traffic), language and accent differences (especially in the case of poor internet connections), issues with internet connections and power supply. Other issues can also occur in the interview itself. For example, the interviewee could drift off-topic, or you might encounter an interviewee who does not say much at all.

You can prepare for these potential issues by considering possible worst-case scenarios and preparing a response for each scenario. For instance, it is important to plan a backup date just in case your interviewee cannot make it to the first meeting you scheduled with them. It’s also a good idea to factor in a 30-minute gap between your interviews for the instances where someone might be late, or an interview runs overtime for other reasons. Make sure that you also plan backup questions that could be used to bring a respondent back on topic if they start rambling, or questions to encourage those who are saying too little.

In general, it’s best practice to plan to conduct more interviews than you think you need (this is called oversampling ). Doing so will allow you some room for error if there are interviews that don’t go as planned, or if some interviewees withdraw. If you need 10 interviews, it is a good idea to plan for 15. Likely, a few will cancel , delay, or not produce useful data.

5. Not keeping your golden thread front of mind

We touched on this a little earlier, but it is a key point that should be central to your entire research process. You don’t want to end up with pages and pages of data after conducting your interviews and realize that it is not useful to your research aims . Your research aims, objectives and research questions – i.e., your golden thread – should influence every design decision and should guide the interview process at all times. 

A useful way to avoid this mistake is by developing an interview guide before you begin interviewing your respondents. An interview guide is a document that contains all of your questions with notes on how each of the interview questions is linked to the research question(s) of your study. You can also include your research aims and objectives here for a more comprehensive linkage. 

You can easily create an interview guide by drawing up a table with one column containing your core interview questions . Then add another column with your research questions , another with expectations that you may have in light of the relevant literature and another with backup or follow-up questions . As mentioned, you can also bring in your research aims and objectives to help you connect them all together. If you’d like, you can download a copy of our free interview guide here .

Recap: Qualitative Interview Mistakes

In this post, we’ve discussed 5 common costly mistakes that are easy to make in the process of planning and conducting qualitative interviews.

To recap, these include:

If you have any questions about these interviewing mistakes, drop a comment below. Alternatively, if you’re interested in getting 1-on-1 help with your thesis or dissertation , check out our dissertation coaching service or book a free initial consultation with one of our friendly Grad Coaches.

Psst… there’s more (for free)

This post is part of our dissertation mini-course, which covers everything you need to get started with your dissertation, thesis or research project. 

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Research Methods Guide: Interview Research

• Introduction
• Research Design & Method
• Survey Research
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• Resources & Consultation

Tutorial Videos: Interview Method

Interview as a Method for Qualitative Research

Goals of Interview Research

• Preferences
• They help you explain, better understand, and explore research subjects' opinions, behavior, experiences, phenomenon, etc.
• Interview questions are usually open-ended questions so that in-depth information will be collected.

Mode of Data Collection

There are several types of interviews, including:

• Face-to-Face
• Online (e.g. Skype, Googlehangout, etc)

FAQ: Conducting Interview Research

What are the important steps involved in interviews?

• Think about who you will interview
• Think about what kind of information you want to obtain from interviews
• Think about why you want to pursue in-depth information around your research topic
• Introduce yourself and explain the aim of the interview
• Devise your questions so interviewees can help answer your research question
• Have a sequence to your questions / topics by grouping them in themes
• Make sure you can easily move back and forth between questions / topics
• Make sure your questions are clear and easy to understand
• Do not ask leading questions
• Do you want to bring a second interviewer with you?
• Do you want to bring a notetaker?
• Do you want to record interviews? If so, do you have time to transcribe interview recordings?
• Where will you interview people? Where is the setting with the least distraction?
• How long will each interview take?
• Do you need to address terms of confidentiality?

Do I have to choose either a survey or interviewing method?

No.  In fact, many researchers use a mixed method - interviews can be useful as follow-up to certain respondents to surveys, e.g., to further investigate their responses.

Is training an interviewer important?

Yes, since the interviewer can control the quality of the result, training the interviewer becomes crucial.  If more than one interviewers are involved in your study, it is important to have every interviewer understand the interviewing procedure and rehearse the interviewing process before beginning the formal study.

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• Last Updated: Aug 21, 2023 10:42 AM

How to Conduct Interviews in Qualitative Research: Interview Guidelines for Qualitative Research

Rev › Blog › Market Research › How to Conduct Interviews in Qualitative Research: Interview Guidelines for Qualitative Research

Qualitative research interviews are depth interviews. They elicit detailed feedback from your leads and customers. Unstructured interviews reveal why people react in a certain way or make certain decisions. According to The Hartford , qualitative research provides an anecdotal look into your business. That provides an important form of data.

Why Your Business Should Use a Qualitative Interview Process

Qualitative research helps business owners:

• Identify customer needs
• Clarify marketing messages
• Generate ideas for improvements of a product
• Decide to extend a line or brand
• Gain perspective on how a product fits into a customer’s lifestyle

How Is Conducting Qualitative Research & Quantitative Research Different?

Quantitative research concerns measurable quantities and numbers. It involves close-ended questions. Answer possibilities include yes or no, true or false, or various set choices. Qualitative research is descriptive and concerned with understanding behavior. It invites people to tell their stories in their own words.

Examples of Qualitative Research

Qualitative research helps researchers understand the social reality of individuals, groups and cultures. Qualitative research for businesses involves understanding consumer behavior. It can involve ethnographic techniques, including participant observation and field research. It also includes phenomenology, understanding life experiences using written or recorded narratives. Qualitative research also includes in-depth interviews.

What Is a Qualitative Interview?

A qualitative interview is a more personal form of research compared to questionnaires. The interviewer can probe or ask follow-up research questions of the interview participant. In some cases, subjects may start to interview the interviewer. This fosters deep discussion of the interview topic.

Why Are Interview Techniques in Qualitative Research Effective?

Qualitative research interviews help you explain, understand and explore opinions, behavior and experiences. Qualitative research can provide insights into a phenomenon. Qualitative research discoveries can be further researched and analyzed to influence business decisions.

How Are Interviews in Qualitative Research Formatted?

Qualitative research interviews may take place one-on-one or in focus groups. Learn how to run a successful focus group . Interviews span around 30 to 90 minutes. The interview can take place in person, over the phone or through video chat. The interviewer collects information about opinions, behavior, attitudes, feelings, preferences and knowledge.

How to Conduct Interviews in Qualitative Research

1. determine your goal., 2. target people to interview., 3. design interview questions., 4. prep the interview., 5. conduct the interview., 6. transcribe and analyze the interview., 7. optimize and evolve your interview guide., the first step in qualitative research: determine your goal.

Determine what you want to study:

• A current or potential product, service or brand positioning
• Strengths and weaknesses in products
• Purchasing decisions
• Reactions to advertising or marketing campaigns
• Usability of a website or other interactive services
• Perceptions about the company, brand or product
• Reactions to packaging and design

How Can You Decide a Goal for a Qualitative Interview?

Have your business team ask the following questions: 

• What information do you want to get?
• Why do you want to pursue in-depth information about this research topic?
• Why is a qualitative interview process the best solution for this research?
• How will you use qualitative data to improve your business? 

How to Determine the Right Interview Participants

When looking for people to talk to for a qualitative interview, consider your goal. If you want to expand a product line, interview existing customers about their needs. If you’re researching marketing, ask new customers how they found your business. Match interview subjects with the goal of the interview.

How to Design Interview Questions for Qualitative Research

When you’re creating an interview guide, it’s a good idea to: 

• Plan structured interviews with open ended questions.
• Avoid leading questions.
• Create interview questions that are clear and easy to understand.
• Make research questions focused but flexible.
• Design questions that align with data collection and data analysis goals.

Tips for Preparing a Qualitative Research Interview

Preparation improves interview effectiveness. Tips to prepare include:

• Create an interview guide. The guide should include questions, question intent and answer-based paths to take.
• Choose a setting where the subject feels comfortable.
• Build rapport with interview participants.
• Have a reliable way to record the interview.
• Rehearse the interview first.

Environmental Concerns for Qualitative Interviews

The setting of a qualitative interview also affects the quality of the interview. Consider the needs of the subject. For example, if you’re interviewing a teenager, a formal boardroom may not be the best setting. Some cultures may not value direct eye contact. An interview that’s non-face-to-face may be better.

How to Make Qualitative Interview Subjects Comfortable

For long interviews, offer water and breaks to participants. Be polite and respectful when interacting with interview subjects. Let interview participants know the purpose of the research. Explain exactly how you’ll use their answers. Address terms of confidentiality if necessary. Thank participants after the interview and let them know what to expect next.

What Are Interview Techniques in Qualitative Research?

Qualitative research techniques include:

• Start interviews with “get-to-know-you” questions to put the interview participant at ease.
• Pay attention.
• Use active listening techniques.
• Watch for body language cues.
• Pivot questions as needed.
• Acknowledge emotions.
• Avoid interrogation.
• Ending interviews, ask subjects if they have anything to add.

What Is Active Listening in Interviews in Qualitative Research?

Active listening techniques include: 

• Make eye contact.
• Lean in and use body language to show you’re listening.
• Don’t get distracted by devices.
• Use verbal affirmation.
• Paraphrase answers for reflection.
• Reference earlier answers.
• Avoid interrupting.
• Embrace pauses.
• Ask for clarification.
• Pay attention in the moment.

Tips for Transcribing a Qualitative Interview

It’s best to transcribe and analyze a qualitative research interview right away. This helps you optimize future interviews. Transcribe the interview word for word. Note non-verbal interactions in your transcription. Interactions like pauses and laughter can provide deeper insights into responses.

How to Analyze a Qualitative Interview

Analyze your qualitative research data early. That way, you can identify emerging themes to shape future interviews. Consider adding these to each interview report:

• The goal of the interview
• Details about the interview participant
• Questions asked, summarized responses and key findings
• Recommendations

Relate the analysis to the goal of the qualitative research interview.

Optimize the Interview Guide for Qualitative Research

Each interview can help you improve the efficiency and effectiveness of future ones. Adjust your interview guide based on insights from each previous interview. Keep all versions of your transcriptions and interview guides with notes on them. You can reference these for future qualitative research.

Get Reliable Transcription Services for Qualitative Research Interviews

As mentioned, you should transcribe qualitative research interviews as soon as possible. There are several reasons for this.

• You can gain insights that help you shape your interview guide. You might identify questions to add or questions to clarify.
• Your interview participants may not be appropriate for this type of qualitative research. Finding more targeted interview subjects may be better.
• Answers may evolve the qualitative research goal and/or data analysis.

At Rev, we understand the need for fast transcription for accurate market research. We provide a turnaround time of as few as 12 hours, no matter how big your project is. We guarantee 99%+ accuracy. Learn about Rev’s market research transcription . We can help make your qualitative research project a success.

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Textbooks, Guidebooks, and Handbooks  

• The Ethnographic Interview by James P. Spradley  “Spradley wrote this book for the professional and student who have never done ethnographic fieldwork (p. 231) and for the professional ethnographer who is interested in adapting the author’s procedures (p. iv). Part 1 outlines in 3 chapters Spradley’s version of ethnographic research, and it provides the background for Part 2 which consists of 12 guided steps (chapters) ranging from locating and interviewing an informant to writing an ethnography. Most of the examples come from the author’s own fieldwork among U.S. subcultures . . . Steps 6 and 8 explain lucidly how to construct a domain and a taxonomic analysis” (excerpted from book review by James D. Sexton, 1980).  
• Fundamentals of Qualitative Research by Johnny Saldana (Series edited by Patricia Leavy)  Provides a soup-to-nuts overview of the qualitative data collection process, including interviewing, participant observation, and other methods.  
• InterViews by Steinar Kvale  Interviewing is an essential tool in qualitative research and this introduction to interviewing outlines both the theoretical underpinnings and the practical aspects of the process. After examining the role of the interview in the research process, Steinar Kvale considers some of the key philosophical issues relating to interviewing: the interview as conversation, hermeneutics, phenomenology, concerns about ethics as well as validity, and postmodernism. Having established this framework, the author then analyzes the seven stages of the interview process - from designing a study to writing it up.  
• Practical Evaluation by Michael Quinn Patton  Surveys different interviewing strategies, from, a) informal/conversational, to b) interview guide approach, to c) standardized and open-ended, to d) closed/quantitative. Also discusses strategies for wording questions that are open-ended, clear, sensitive, and neutral, while supporting the speaker. Provides suggestions for probing and maintaining control of the interview process, as well as suggestions for recording and transcription.  
• The SAGE Handbook of Interview Research by Amir B. Marvasti (Editor); James A. Holstein (Editor); Jaber F. Gubrium (Editor); Karyn D. McKinney (Editor)  The new edition of this landmark volume emphasizes the dynamic, interactional, and reflexive dimensions of the research interview. Contributors highlight the myriad dimensions of complexity that are emerging as researchers increasingly frame the interview as a communicative opportunity as much as a data-gathering format. The book begins with the history and conceptual transformations of the interview, which is followed by chapters that discuss the main components of interview practice. Taken together, the contributions to The SAGE Handbook of Interview Research: The Complexity of the Craft encourage readers simultaneously to learn the frameworks and technologies of interviewing and to reflect on the epistemological foundations of the interview craft.  
• The SAGE Handbook of Online Research Methods by Nigel G. Fielding, Raymond M. Lee and Grant Blank (Editors) Bringing together the leading names in both qualitative and quantitative online research, this new edition is organised into nine sections: 1. Online Research Methods 2. Designing Online Research 3. Online Data Capture and Data Collection 4. The Online Survey 5. Digital Quantitative Analysis 6. Digital Text Analysis 7. Virtual Ethnography 8. Online Secondary Analysis: Resources and Methods 9. The Future of Online Social Research

ONLINE RESOURCES, COMMUNITIES, AND DATABASES  

• Interviews as a Method for Qualitative Research (video) This short video summarizes why interviews can serve as useful data in qualitative research.  
• Companion website to Bloomberg and Volpe's  Completing Your Qualitative Dissertation: A Road Map from Beginning to End,  4th ed Provides helpful templates and appendices featured in the book, as well as links to other useful dissertation resources.
• International Congress of Qualitative Inquiry Annual conference hosted by the International Center for Qualitative Inquiry at the University of Illinois at Urbana-Champaign, which aims to facilitate the development of qualitative research methods across a wide variety of academic disciplines, among other initiatives.  
• METHODSPACE ​​​​​​​​An online home of the research methods community, where practicing researchers share how to make research easier.  
• SAGE researchmethods ​​​​​​​Researchers can explore methods concepts to help them design research projects, understand particular methods or identify a new method, conduct their research, and write up their findings. A "methods map" facilitates finding content on methods.

The decision to conduct interviews, and the type of interviewing to use, should flow from, or align with, the methodological paradigm chosen for your study, whether that paradigm is interpretivist, critical, positivist, or participative in nature (or a combination of these).

Structured:

• Structured Interview. Entry in The SAGE Encyclopedia of Social Science Research Methodsby Floyd J. Fowler Jr., Editors: Michael S. Lewis-Beck; Alan E. Bryman; Tim Futing Liao (Editor)  A concise article noting standards, procedures, and recommendations for developing and testing structured interviews. For an example of structured interview questions, you may view the Current Population Survey, May 2008: Public Participation in the Arts Supplement (ICPSR 29641), Apr 15, 2011 at https://doi.org/10.3886/ICPSR29641.v1 (To see the survey questions, preview the user guide, which can be found under the "Data and Documentation" tab. Then, look for page 177 (attachment 8).

Semi-Structured:

• Semi-Structured Interview. Entry in The SAGE Encyclopedia of Qualitative Research Methodsby Lioness Ayres; Editor: Lisa M. Given  The semi-structured interview is a qualitative data collection strategy in which the researcher asks informants a series of predetermined but open-ended questions. The researcher has more control over the topics of the interview than in unstructured interviews, but in contrast to structured interviews or questionnaires that use closed questions, there is no fixed range of responses to each question.

Unstructured:

• Unstructured Interview. Entry in The SAGE Encyclopedia of Qualitative Research Methodsby Michael W. Firmin; Editor: Lisa M. Given  Unstructured interviews in qualitative research involve asking relatively open-ended questions of research participants in order to discover their percepts on the topic of interest. Interviews, in general, are a foundational means of collecting data when using qualitative research methods. They are designed to draw from the interviewee constructs embedded in his or her thinking and rationale for decision making. The researcher uses an inductive method in data gathering, regardless of whether the interview method is open, structured, or semi-structured. That is, the researcher does not wish to superimpose his or her own viewpoints onto the person being interviewed. Rather, inductively, the researcher wishes to understand the participant's perceptions, helping him or her to articulate percepts such that they will be understood clearly by the journal reader.

Genres and Uses

Focus groups:.

• "Focus Groups." Annual Review of Sociology 22 (1996): 129-1524.by David L. Morgan  Discusses the use of focus groups and group interviews as methods for gathering qualitative data used by sociologists and other academic and applied researchers. Focus groups are recommended for giving voice to marginalized groups and revealing the group effect on opinion formation.  
• Qualitative Research Methods: A Data Collector's Field Guide (See Module 4: "Focus Groups")by Mack, N., et al.  This field guide is based on an approach to doing team-based, collaborative qualitative research that has repeatedly proven successful in research projects sponsored by Family Health International (FHI) throughout the developing world. With its straightforward delivery of information on the main qualitative methods being used in public health research today, the guide speaks to the need for simple yet effective instruction on how to do systematic and ethically sound qualitative research. The aim of the guide is thus practical. In bypassing extensive discussion on the theoretical underpinnings of qualitative research, it distinguishes itself as a how-to guide to be used in the field.

In-Depth (typically One-on-One):

• A Practical Introduction to in-Depth Interviewingby Alan Morris  Are you new to qualitative research or a bit rusty and in need of some inspiration? Are you doing a research project involving in-depth interviews? Are you nervous about carrying out your interviews? This book will help you complete your qualitative research project by providing a nuts and bolts introduction to interviewing. With coverage of ethics, preparation strategies and advice for handling the unexpected in the field, this handy guide will help you get to grips with the basics of interviewing before embarking on your research. While recognising that your research question and the context of your research will drive your approach to interviewing, this book provides practical advice often skipped in traditional methods textbooks.  
• Qualitative Research Methods: A Data Collector's Field Guide (See Module 3: "In-Depth Interviews")by Mack, N., et al.  This field guide is based on an approach to doing team-based, collaborative qualitative research that has repeatedly proven successful in research projects sponsored by Family Health International (FHI) throughout the developing world. With its straightforward delivery of information on the main qualitative methods being used in public health research today, the guide speaks to the need for simple yet effective instruction on how to do systematic and ethically sound qualitative research. The aim of the guide is thus practical. In bypassing extensive discussion on the theoretical underpinnings of qualitative research, it distinguishes itself as a how-to guide to be used in the field.

Folklore Research and Oral Histories:

In addition to the following resource, see the  Oral History   page of this guide for helpful resources on Oral History interviewing.

American Folklife Center at the Library of Congress. Folklife and Fieldwork: A Layman’s Introduction to Field Techniques Interviews gathered for purposes of folklore research are similar to standard social science interviews in some ways, but also have a good deal in common with oral history approaches to interviewing. The focus in a folklore research interview is on documenting and trying to understand the interviewee's way of life relative to a culture or subculture you are studying. This guide includes helpful advice and tips for conducting fieldwork in folklore, such as tips for planning, conducting, recording, and archiving interviews.

An interdisciplinary scientific program within the Institute for Quantitative Social Science which encourages and facilitates research and instruction in the theory and practice of survey research. The primary mission of PSR is to provide survey research resources to enhance the quality of teaching and research at Harvard.

• Internet, Phone, Mail, and Mixed-Mode Surveysby Don A. Dillman; Jolene D. Smyth; Leah Melani Christian  The classic survey design reference, updated for the digital age. The new edition is thoroughly updated and revised, and covers all aspects of survey research. It features expanded coverage of mobile phones, tablets, and the use of do-it-yourself surveys, and Dillman's unique Tailored Design Method is also thoroughly explained. This new edition is complemented by copious examples within the text and accompanying website. It includes: Strategies and tactics for determining the needs of a given survey, how to design it, and how to effectively administer it. How and when to use mail, telephone, and Internet surveys to maximum advantage. Proven techniques to increase response rates. Guidance on how to obtain high-quality feedback from mail, electronic, and other self-administered surveys. Direction on how to construct effective questionnaires, including considerations of layout. The effects of sponsorship on the response rates of surveys. Use of capabilities provided by newly mass-used media: interactivity, presentation of aural and visual stimuli. The Fourth Edition reintroduces the telephone--including coordinating land and mobile.

User Experience (UX) and Marketing:

• See the  "UX & Market Research Interviews"  tab on this guide, above. May include  Focus Groups,  above.

Screening for Research Site Selection:

• Research interviews are used not only to furnish research data for theoretical analysis in the social sciences, but also to plan other kinds of studies. For example, interviews may allow researchers to screen appropriate research sites to conduct empirical studies (such as randomized controlled trials) in a variety of fields, from medicine to law. In contrast to interviews conducted in the course of social research, such interviews do not typically serve as the data for final analysis and publication.

ENGAGING PARTICIPANTS

Research ethics  .

• Human Subjects (IRB) The Committee on the Use of Human Subjects (CUHS) serves as the Institutional Review Board for the University area which includes the Cambridge and Allston campuses at Harvard. Find your IRB  contact person , or learn about  required ethics training.  You may also find the  IRB Lifecycle Guide  helpful. This is the preferred IRB portal for Harvard graduate students and other researchers. IRB forms can be downloaded via the  ESTR Library  (click on the "Templates and Forms" tab, then navigate to pages 2 and 3 to find the documents labelled with “HUA” for the Harvard University Area IRB. Nota bene: You may use these forms only if you submit your study to the Harvard University IRB). The IRB office can be reached through email at [email protected] or by telephone at (617) 496-2847.  
• Undergraduate Research Training Program (URTP) Portal The URTP at Harvard University is a comprehensive platform to create better prepared undergraduate researchers. The URTP is comprised of research ethics training sessions, a student-focused curriculum, and an online decision form that will assist students in determining whether their project requires IRB review. Students should examine the  URTP's guide for student researchers: Introduction to Human Subjects Research Protection.  
• Ethics reports From the Association of Internet Researchers (AoIR)  
• Respect, Beneficence, and Justice: QDR General Guidance for Human Participants If you are hoping to share your qualitative interview data in a repository after it has been collected, you will need to plan accordingly via informed consent, careful de-identification procedures, and data access controls. Consider  consulting with the Qualitative Research Support Group at Harvard Library  and consulting with  Harvard's Dataverse contacts  to help you think through all of the contingencies and processes.  
• "Conducting a Qualitative Child Interview: Methodological Considerations." Journal of Advanced Nursing 42/5 (2003): 434-441 by Kortesluoma, R., et al.  The purpose of this article is to illustrate the theoretical premises of child interviewing, as well as to describe some practical methodological solutions used during interviews. Factors that influence data gathered from children and strategies for taking these factors into consideration during the interview are also described.  
• "Crossing Cultural Barriers in Research Interviewing." Qualitative Social Work 63/3 (2007): 353-372 by Sands, R., et al.  This article critically examines a qualitative research interview in which cultural barriers between a white non-Muslim female interviewer and an African American Muslim interviewee, both from the USA, became evident and were overcome within the same interview.  
• Decolonizing Methodologies: Research and Indigenous Peoples by Linda Tuhiwai Smith  This essential volume explores intersections of imperialism and research - specifically, the ways in which imperialism is embedded in disciplines of knowledge and tradition as 'regimes of truth.' Concepts such as 'discovery' and 'claiming' are discussed and an argument presented that the decolonization of research methods will help to reclaim control over indigenous ways of knowing and being. The text includes case-studies and examples, and sections on new indigenous literature and the role of research in indigenous struggles for social justice.  

This resource, sponsored by University of Oregon Libraries, exemplifies the use of interviewing methodologies in research that foregrounds traditional knowledge. The methodology page summarizes the approach.

• Ethics: The Need to Tread Carefully. Chapter in A Practical Introduction to in-Depth Interviewing by Alan Morris  Pay special attention to the sections in chapter 2 on "How to prevent and respond to ethical issues arising in the course of the interview," "Ethics in the writing up of your interviews," and "The Ethics of Care."  
• Handbook on Ethical Issues in Anthropology by Joan Cassell (Editor); Sue-Ellen Jacobs (Editor)  This publication of the American Anthropological Association presents and discusses issues and sources on ethics in anthropology, as well as realistic case studies of ethical dilemmas. It is meant to help social science faculty introduce discussions of ethics in their courses. Some of the topics are relevant to interviews, or at least to studies of which interviews are a part. See chapters 3 and 4 for cases, with solutions and commentary, respectively.  
• Research Ethics from the Chanie Wenjack School for Indigenous Studies, Trent University  (Open Access) An overview of Indigenous research ethics and protocols from the across the globe.  
• Resources for Equity in Research Consult these resources for guidance on creating and incorporating equitable materials into public health research studies that entail community engagement.

The SAGE Handbook of Qualitative Research Ethics by Ron Iphofen (Editor); Martin Tolich (Editor)  This handbook is a much-needed and in-depth review of the distinctive set of ethical considerations which accompanies qualitative research. This is particularly crucial given the emergent, dynamic and interactional nature of most qualitative research, which too often allows little time for reflection on the important ethical responsibilities and obligations. Contributions from leading international researchers have been carefully organized into six key thematic sections: Part One: Thick Descriptions Of Qualitative Research Ethics; Part Two: Qualitative Research Ethics By Technique; Part Three: Ethics As Politics; Part Four: Qualitative Research Ethics With Vulnerable Groups; Part Five: Relational Research Ethics; Part Six: Researching Digitally. This Handbook is a one-stop resource on qualitative research ethics across the social sciences that draws on the lessons learned and the successful methods for surmounting problems - the tried and true, and the new.

RESEARCH COMPLIANCE AND PRIVACY LAWS

Research Compliance Program for FAS/SEAS at Harvard : The Faculty of Arts and Sciences (FAS), including the School of Engineering and Applied Sciences (SEAS), and the Office of the Vice Provost for Research (OVPR) have established a shared Research Compliance Program (RCP). An area of common concern for interview studies is international projects and collaboration . RCP is a resource to provide guidance on which international activities may be impacted by US sanctions on countries, individuals, or entities and whether licenses or other disclosure are required to ship or otherwise share items, technology, or data with foreign collaborators.

• Harvard Global Support Services (GSS) is for students, faculty, staff, and researchers who are studying, researching, or working abroad. Their services span safety and security, health, culture, outbound immigration, employment, financial and legal matters, and research center operations. These include travel briefings and registration, emergency response, guidance on international projects, and managing in-country operations.

Generative AI: Harvard-affiliated researchers should not enter data classified as confidential ( Level 2 and above ), including non-public research data, into publicly-available generative AI tools, in accordance with the University’s Information Security Policy. Information shared with generative AI tools using default settings is not private and could expose proprietary or sensitive information to unauthorized parties.

Privacy Laws: Be mindful of any potential privacy laws that may apply wherever you conduct your interviews. The General Data Protection Regulation is a high-profile example (see below):

• General Data Protection Regulation (GDPR) This Regulation lays down rules relating to the protection of natural persons with regard to the processing of personal data and rules relating to the free movement of personal data. It protects fundamental rights and freedoms of natural persons and in particular their right to the protection of personal data. The free movement of personal data within the Union shall be neither restricted nor prohibited for reasons connected with the protection of natural persons with regard to the processing of personal data. For a nice summary of what the GDPR requires, check out the GDPR "crash course" here .

SEEKING CONSENT  

If you would like to see examples of consent forms, ask your local IRB, or take a look at these resources:

• Model consent forms for oral history, suggested by the Centre for Oral History and Digital Storytelling at Concordia University  
• For NIH-funded research, see this  resource for developing informed consent language in research studies where data and/or biospecimens will be stored and shared for future use.

POPULATION SAMPLING

If you wish to assemble resources to aid in sampling, such as the USPS Delivery Sequence File, telephone books, or directories of organizations and listservs, please contact our  data librarian  or write to  [email protected] .

• Research Randomizer   A free web-based service that permits instant random sampling and random assignment. It also contains an interactive tutorial perfect for students taking courses in research methods.  
• Practical Tools for Designing and Weighting Survey Samples by Richard Valliant; Jill A. Dever; Frauke Kreuter  Survey sampling is fundamentally an applied field. The goal in this book is to put an array of tools at the fingertips of practitioners by explaining approaches long used by survey statisticians, illustrating how existing software can be used to solve survey problems, and developing some specialized software where needed. This book serves at least three audiences: (1) Students seeking a more in-depth understanding of applied sampling either through a second semester-long course or by way of a supplementary reference; (2) Survey statisticians searching for practical guidance on how to apply concepts learned in theoretical or applied sampling courses; and (3) Social scientists and other survey practitioners who desire insight into the statistical thinking and steps taken to design, select, and weight random survey samples. Several survey data sets are used to illustrate how to design samples, to make estimates from complex surveys for use in optimizing the sample allocation, and to calculate weights. Realistic survey projects are used to demonstrate the challenges and provide a context for the solutions. The book covers several topics that either are not included or are dealt with in a limited way in other texts. These areas include: sample size computations for multistage designs; power calculations related to surveys; mathematical programming for sample allocation in a multi-criteria optimization setting; nuts and bolts of area probability sampling; multiphase designs; quality control of survey operations; and statistical software for survey sampling and estimation. An associated R package, PracTools, contains a number of specialized functions for sample size and other calculations. The data sets used in the book are also available in PracTools, so that the reader may replicate the examples or perform further analyses.  
• Sampling: Design and Analysis by Sharon L. Lohr  Provides a modern introduction to the field of sampling. With a multitude of applications from a variety of disciplines, the book concentrates on the statistical aspects of taking and analyzing a sample. Overall, the book gives guidance on how to tell when a sample is valid or not, and how to design and analyze many different forms of sample surveys.  
• Sampling Techniques by William G. Cochran  Clearly demonstrates a wide range of sampling methods now in use by governments, in business, market and operations research, social science, medicine, public health, agriculture, and accounting. Gives proofs of all the theoretical results used in modern sampling practice. New topics in this edition include the approximate methods developed for the problem of attaching standard errors or confidence limits to nonlinear estimates made from the results of surveys with complex plans.  
• "Understanding the Process of Qualitative Data Collection" in Chapter 13 (pp. 103–1162) of 30 Essential Skills for the Qualitative Researcher by John W. Creswell  Provides practical "how-to" information for beginning researchers in the social, behavioral, and health sciences with many applied examples from research design, qualitative inquiry, and mixed methods.The skills presented in this book are crucial for a new qualitative researcher starting a qualitative project.  
• Survey Methodology by Robert M. Groves; Floyd J. Fowler; Mick P. Couper; James M. Lepkowski; Eleanor Singer; Roger Tourangeau; Floyd J. Fowler  coverage includes sampling frame evaluation, sample design, development of questionnaires, evaluation of questions, alternative modes of data collection, interviewing, nonresponse, post-collection processing of survey data, and practices for maintaining scientific integrity.

The way a qualitative researcher constructs and approaches interview questions should flow from, or align with, the methodological paradigm chosen for the study, whether that paradigm is interpretivist, critical, positivist, or participative in nature (or a combination of these).

Constructing Your Questions

Helpful texts:.

• "Developing Questions" in Chapter 4 (pp. 98–108) of Becoming Qualitative Researchers by Corrine Glesne  Ideal for introducing the novice researcher to the theory and practice of qualitative research, this text opens students to the diverse possibilities within this inquiry approach, while helping them understand how to design and implement specific research methods.  
• "Learning to Interview in the Social Sciences" Qualitative Inquiry, 9(4) 2003, 643–668 by Roulston, K., deMarrais, K., & Lewis, J. B. See especially the section on "Phrasing and Negotiating Questions" on pages 653-655 and common problems with framing questions noted on pages 659 - 660.  
• Qualitative Research Interviewing: Biographic Narrative and Semi-Structured Methods (See sections on “Lightly and Heavily Structured Depth Interviewing: Theory-Questions and Interviewer-Questions” and “Preparing for any Interviewing Sequence") by Tom Wengraf  Unique in its conceptual coherence and the level of practical detail, this book provides a comprehensive resource for those concerned with the practice of semi-structured interviewing, the most commonly used interview approach in social research, and in particular for in-depth, biographic narrative interviewing. It covers the full range of practices from the identification of topics through to strategies for writing up research findings in diverse ways.  
• "Scripting a Qualitative Purpose Statement and Research Questions" in Chapter 12 (pp. 93–102) of 30 Essential Skills for the Qualitative Researcher by John W. Creswell  Provides practical "how-to" information for beginning researchers in the social, behavioral, and health sciences with many applied examples from research design, qualitative inquiry, and mixed methods.The skills presented in this book are crucial for a new qualitative researcher starting a qualitative project.  
• Some Strategies for Developing Interview Guides for Qualitative Interviews by Sociology Department, Harvard University Includes general advice for conducting qualitative interviews, pros and cons of recording and transcription, guidelines for success, and tips for developing and phrasing effective interview questions.  
• Tip Sheet on Question Wording by Harvard University Program on Survey Research

Let Theory Guide You:

The quality of your questions depends on how you situate them within a wider body of knowledge. Consider the following advice:

A good literature review has many obvious virtues. It enables the investigator to define problems and assess data. It provides the concepts on which percepts depend. But the literature review has a special importance for the qualitative researcher. This consists of its ability to sharpen his or her capacity for surprise (Lazarsfeld, 1972b). The investigator who is well versed in the literature now has a set of expectations the data can defy. Counterexpectational data are conspicuous, readable, and highly provocative data. They signal the existence of unfulfilled theoretical assumptions, and these are, as Kuhn (1962) has noted, the very origins of intellectual innovation. A thorough review of the literature is, to this extent, a way to manufacture distance. It is a way to let the data of one's research project take issue with the theory of one's field.

McCracken, G. (1988), The Long Interview, Sage: Newbury Park, CA, p. 31

When drafting your interview questions, remember that everything follows from your central research question. Also, on the way to writing your "operationalized" interview questions, it's  helpful to draft broader, intermediate questions, couched in theory. Nota bene:  While it is important to know the literature well before conducting your interview(s), be careful not to present yourself to your research participant(s) as "the expert," which would be presumptuous and could be intimidating. Rather, the purpose of your knowledge is to make you a better, keener listener.

If you'd like to supplement what you learned about relevant theories through your coursework and literature review, try these sources:

• Annual Reviews   Review articles sum up the latest research in many fields, including social sciences, biomedicine, life sciences, and physical sciences. These are timely collections of critical reviews written by leading scientists.  
• HOLLIS - search for resources on theories in your field   Modify this example search by entering the name of your field in place of "your discipline," then hit search.  
• Oxford Bibliographies   Written and reviewed by academic experts, every article in this database is an authoritative guide to the current scholarship in a variety of fields, containing original commentary and annotations.  
• ProQuest Dissertations & Theses (PQDT)   Indexes dissertations and masters' theses from most North American graduate schools as well as some European universities. Provides full text for most indexed dissertations from 1990-present.  
• Very Short Introductions   Launched by Oxford University Press in 1995, Very Short Introductions offer concise introductions to a diverse range of subjects from Climate to Consciousness, Game Theory to Ancient Warfare, Privacy to Islamic History, Economics to Literary Theory.

CONDUCTING INTERVIEWS

Equipment and software:  .

• Lamont Library  loans microphones and podcast starter kits, which will allow you to capture audio (and you may record with software, such as Garage Band). 
• Cabot Library  loans digital recording devices, as well as USB microphones.

If you prefer to use your own device, you may purchase a small handheld audio recorder, or use your cell phone.

• Audio Capture Basics (PDF)  - Helpful instructions, courtesy of the Lamont Library Multimedia Lab.
• Getting Started with Podcasting/Audio:  Guidelines from Harvard Library's Virtual Media Lab for preparing your interviewee for a web-based recording (e.g., podcast, interview)
• ​ Camtasia Screen Recorder and Video Editor
• Zoom: Video Conferencing, Web Conferencing
• Visit the Multimedia Production Resources guide! Consult it to find and learn how to use audiovisual production tools, including: cameras, microphones, studio spaces, and other equipment at Cabot Science Library and Lamont Library.
• Try the virtual office hours offered by the Lamont Multimedia Lab!

TIPS FOR CONDUCTING INTERVIEWS

Quick handout:  .

• Research Interviewing Tips (Courtesy of Dr. Suzanne Spreadbury)

Remote Interviews:  

• For Online or Distant Interviews, See "Remote Research & Virtual Fieldwork" on this guide .  
• Deborah Lupton's Bibliography: Doing Fieldwork in a Pandemic

Seeking Consent:

Books and articles:  .

• "App-Based Textual Interviews: Interacting With Younger Generations in a Digitalized Social Reallity."International Journal of Social Research Methodology (12 June 2022). Discusses the use of texting platforms as a means to reach young people. Recommends useful question formulations for this medium.  
• "Learning to Interview in the Social Sciences." Qualitative Inquiry, 9(4) 2003, 643–668 by Roulston, K., deMarrais, K., & Lewis, J. B. See especially the section on "Phrasing and Negotiating Questions" on pages 653-655 and common problems with framing questions noted on pages 659-660.  
• "Slowing Down and Digging Deep: Teaching Students to Examine Interview Interaction in Depth." LEARNing Landscapes, Spring 2021 14(1) 153-169 by Herron, Brigette A. and Kathryn Roulston. Suggests analysis of videorecorded interviews as a precursor to formulating one's own questions. Includes helpful types of probes.  
• Using Interviews in a Research Project by Nigel Joseph Mathers; Nicholas J Fox; Amanda Hunn; Trent Focus Group.  A work pack to guide researchers in developing interviews in the healthcare field. Describes interview structures, compares face-to-face and telephone interviews. Outlines the ways in which different types of interview data can be analysed.  
• “Working through Challenges in Doing Interview Research.” International Journal of Qualitative Methods, (December 2011), 348–66 by Roulston, Kathryn.  The article explores (1) how problematic interactions identified in the analysis of focus group data can lead to modifications in research design, (2) an approach to dealing with reported data in representations of findings, and (3) how data analysis can inform question formulation in successive rounds of data generation. Findings from these types of examinations of interview data generation and analysis are valuable for informing both interview practice as well as research design.

Videos:  

The way a qualitative researcher transcribes interviews should flow from, or align with, the methodological paradigm chosen for the study, whether that paradigm is interpretivist, critical, positivist, or participative in nature (or a combination of these).

TRANSCRIPTION

Before embarking on a transcription project, it's worthwhile to invest in the time and effort necessary to capture good audio, which will make the transcription process much easier. If you haven't already done so, check out the  audio capture guidelines from Harvard Library's Virtual Media Lab , or  contact a media staff member  for customized recommendations. First and foremost, be mindful of common pitfalls by watching this short video that identifies  the most common errors to avoid!

SOFTWARE:  

• Adobe Premiere Pro Speech-To-Text  automatically generates transcripts and adds captions to your videos. Harvard affiliates can download Adobe Premiere in the Creative Cloud Suite.  
• GoTranscript  provides cost-effective human-generated transcriptions.  
• pyTranscriber  is an app for generating automatic transcription and/or subtitles for audio and video files. It uses the Google Cloud Speech-to-Text service, has a friendly graphical user interface, and is purported to work nicely with Chinese.   
• Otter  provides a new way to capture, store, search and share voice conversations, lectures, presentations, meetings, and interviews. The startup is based in Silicon Valley with a team of experienced Ph.Ds and engineers from Google, Facebook, Yahoo and Nuance (à la Dragon). Free accounts available. This is the software that  Zoom  uses to generate automated transcripts, so if you have access to a Zoom subscription, you have access to Otter transcriptions with it (applicable in several  languages ). As with any automated approach, be prepared to correct any errors after the fact, by hand.  
• Panopto  is available to Harvard affiliates and generates  ASR (automated speech recognition) captions . You may upload compatible audio files into it. As with any automatically generated transcription, you will need to make manual revisions. ASR captioning is available in several  languages . Panopto maintains robust security practices, including strong authentication measures and end-to-end encryption, ensuring your content remains private and protected.  
• REV.Com  allows you to record and transcribe any calls on the iPhone, both outgoing and incoming. It may be useful for recording phone interviews. Rev lets you choose whether you want an AI- or human-generated transcription, with a fast turnaround. Rev has Service Organization Controls Type II (SOC2) certification (a SOC2 cert looks at and verifies an organization’s processing integrity, privacy practices, and security safeguards).   
• Scribie Audio/Video Transcription  provides automated or manual transcriptions for a small fee. As with any transcription service, some revisions will be necessary after the fact, particularly for its automated transcripts.  
• Sonix  automatically transcribes, translates, and helps to organize audio and video files in over 40 languages. It's fast and affordable, with good accuracy. The free trial includes 30 minutes of free transcription.  
• TranscriptionWing  uses a human touch process to clean up machine-generated transcripts so that the content will far more accurately reflect your audio recording.   
• Whisper is a tool from OpenAI that facilitates transcription of sensitive audiovisual recordings (e.g., of research interviews) on your own device. Installation and use depends on your operating system and which version you install. Important Note: The Whisper API, where audio is sent to OpenAI to be processed by them and then sent back (usually through a programming language like Python) is NOT appropriate for sensitive data. The model should be downloaded with tools such as those described in this FAQ , so that audio is kept to your local machine. For assistance, contact James Capobianco .

EQUIPMENT:  

• Transcription pedals  are in circulation and available to borrow from the Circulation desk at Lamont, or use at Lamont Library's Media Lab on level B. For hand-transcribing your interviews, they work in conjunction with software such as  Express Scribe , which is loaded on Media Lab computers, or you may download for free on your own machine (Mac or PC versions; scroll down the downloads page for the latter). The pedals are plug-and-play USB, allow a wide range of playback speeds, and have 3 programmable buttons, which are typically set to rewind/play/fast-forward. Instructions are included in the bag that covers installation and set-up of the software, and basic use of the pedals.

NEED HELP?  

• Try the virtual office hours offered by the Lamont Multimedia Lab!    
• If you're creating podcasts, login to  Canvas  and check out the  Podcasting/Audio guide . 

Helpful Texts:  

• "Transcription as a Crucial Step of Data Analysis" in Chapter 5 of The SAGE Handbook of Qualitative Data Analysisby Uwe Flick (Editor)  Covers basic terminology for transcription, shares caveats for transcribers, and identifies components of vocal behavior. Provides notation systems for transcription, suggestions for transcribing turn-taking, and discusses new technologies and perspectives. Includes a bibliography for further reading.  
• "Transcribing the Oral Interview: Part Art, Part Science " on p. 10 of the Centre for Community Knowledge (CCK) newsletter: TIMESTAMPby Mishika Chauhan and Saransh Srivastav

QUALITATIVE DATA ANALYSIS

Software  .

• Free download available for Harvard Faculty of Arts and Sciences (FAS) affiliates
• Desktop access at Lamont Library Media Lab, 3rd floor
• Desktop access at Harvard Kennedy School Library (with HKS ID)
• Remote desktop access for Harvard affiliates from  IQSS Computer Labs . Email them at  [email protected] and ask for a new lab account and remote desktop access to NVivo.
• Virtual Desktop Infrastructure (VDI) access available to Harvard T.H. Chan School of Public Health affiliates

CODING AND THEMEING YOUR DATA

Data analysis methods should flow from, or align with, the methodological paradigm chosen for your study, whether that paradigm is interpretivist, critical, positivist, or participative in nature (or a combination of these). Some established methods include Content Analysis, Critical Analysis, Discourse Analysis, Gestalt Analysis, Grounded Theory Analysis, Interpretive Analysis, Narrative Analysis, Normative Analysis, Phenomenological Analysis, Rhetorical Analysis, and Semiotic Analysis, among others. The following resources should help you navigate your methodological options and put into practice methods for coding, themeing, interpreting, and presenting your data.

• Users can browse content by topic, discipline, or format type (reference works, book chapters, definitions, etc.). SRM offers several research tools as well: a methods map, user-created reading lists, a project planner, and advice on choosing statistical tests.  
• Abductive Coding: Theory Building and Qualitative (Re)Analysis by Vila-Henninger, et al.  The authors recommend an abductive approach to guide qualitative researchers who are oriented towards theory-building. They outline a set of tactics for abductive analysis, including the generation of an abductive codebook, abductive data reduction through code equations, and in-depth abductive qualitative analysis.  
• Analyzing and Interpreting Qualitative Research: After the Interview by Charles F. Vanover, Paul A. Mihas, and Johnny Saldana (Editors)   Providing insight into the wide range of approaches available to the qualitative researcher and covering all steps in the research process, the authors utilize a consistent chapter structure that provides novice and seasoned researchers with pragmatic, "how-to" strategies. Each chapter author introduces the method, uses one of their own research projects as a case study of the method described, shows how the specific analytic method can be used in other types of studies, and concludes with three questions/activities to prompt class discussion or personal study.   
• "Analyzing Qualitative Data." Theory Into Practice 39, no. 3 (2000): 146-54 by Margaret D. LeCompte   This article walks readers though rules for unbiased data analysis and provides guidance for getting organized, finding items, creating stable sets of items, creating patterns, assembling structures, and conducting data validity checks.  
• "Coding is Not a Dirty Word" in Chapter 1 (pp. 1–30) of Enhancing Qualitative and Mixed Methods Research with Technology by Shalin Hai-Jew (Editor)   Current discourses in qualitative research, especially those situated in postmodernism, represent coding and the technology that assists with coding as reductive, lacking complexity, and detached from theory. In this chapter, the author presents a counter-narrative to this dominant discourse in qualitative research. The author argues that coding is not necessarily devoid of theory, nor does the use of software for data management and analysis automatically render scholarship theoretically lightweight or barren. A lack of deep analytical insight is a consequence not of software but of epistemology. Using examples informed by interpretive and critical approaches, the author demonstrates how NVivo can provide an effective tool for data management and analysis. The author also highlights ideas for critical and deconstructive approaches in qualitative inquiry while using NVivo. By troubling the positivist discourse of coding, the author seeks to create dialogic spaces that integrate theory with technology-driven data management and analysis, while maintaining the depth and rigor of qualitative research.   
• The Coding Manual for Qualitative Researchers by Johnny Saldana   An in-depth guide to the multiple approaches available for coding qualitative data. Clear, practical and authoritative, the book profiles 32 coding methods that can be applied to a range of research genres from grounded theory to phenomenology to narrative inquiry. For each approach, Saldaña discusses the methods, origins, a description of the method, practical applications, and a clearly illustrated example with analytic follow-up. Essential reading across the social sciences.  
• Flexible Coding of In-depth Interviews: A Twenty-first-century Approach by Nicole M. Deterding and Mary C. Waters The authors suggest steps in data organization and analysis to better utilize qualitative data analysis technologies and support rigorous, transparent, and flexible analysis of in-depth interview data.  
• From the Editors: What Grounded Theory is Not by Roy Suddaby Walks readers through common misconceptions that hinder grounded theory studies, reinforcing the two key concepts of the grounded theory approach: (1) constant comparison of data gathered throughout the data collection process and (2) the determination of which kinds of data to sample in succession based on emergent themes (i.e., "theoretical sampling").  
• “Good enough” methods for life-story analysis, by Wendy Luttrell. In Quinn N. (Ed.), Finding culture in talk (pp. 243–268). Demonstrates for researchers of culture and consciousness who use narrative how to concretely document reflexive processes in terms of where, how and why particular decisions are made at particular stages of the research process.   
• Presentation slides on coding and themeing your data, derived from Saldana, Spradley, and LeCompte Click to request access.  
• Qualitative Data Analysis by Matthew B. Miles; A. Michael Huberman   A practical sourcebook for researchers who make use of qualitative data, presenting the current state of the craft in the design, testing, and use of qualitative analysis methods. Strong emphasis is placed on data displays matrices and networks that go beyond ordinary narrative text. Each method of data display and analysis is described and illustrated.  
• "A Survey of Qualitative Data Analytic Methods" in Chapter 4 (pp. 89–138) of Fundamentals of Qualitative Research by Johnny Saldana   Provides an in-depth introduction to coding as a heuristic, particularly focusing on process coding, in vivo coding, descriptive coding, values coding, dramaturgical coding, and versus coding. Includes advice on writing analytic memos, developing categories, and themeing data.   
• "Thematic Networks: An Analytic Tool for Qualitative Research." Qualitative Research : QR, 1(3), 385–405 by Jennifer Attride-Stirling Details a technique for conducting thematic analysis of qualitative material, presenting a step-by-step guide of the analytic process, with the aid of an empirical example. The analytic method presented employs established, well-known techniques; the article proposes that thematic analyses can be usefully aided by and presented as thematic networks.  
• Using Thematic Analysis in Psychology by Virginia Braun and Victoria Clark Walks readers through the process of reflexive thematic analysis, step by step. The method may be adapted in fields outside of psychology as relevant. Pair this with One Size Fits All? What Counts as Quality Practice in Reflexive Thematic Analysis? by Virginia Braun and Victoria Clark

TESTING OR GENERATING THEORIES

The quality of your data analysis depends on how you situate what you learn within a wider body of knowledge. Consider the following advice:

Once you have coalesced around a theory, realize that a theory should  reveal  rather than  color  your discoveries. Allow your data to guide you to what's most suitable. Grounded theory  researchers may develop their own theory where current theories fail to provide insight.  This guide on Theoretical Models  from Alfaisal University Library provides a helpful overview on using theory.

MANAGING & FINDING INTERVIEW DATA

Managing your elicited interview data, general guidance:  .

• Research Data Management @ Harvard A reference guide with information and resources to help you manage your research data. See also: Harvard Research Data Security Policy , on the Harvard University Research Data Management website.  
• Data Management For Researchers: Organize, Maintain and Share Your Data for Research Success by Kristin Briney. A comprehensive guide for scientific researchers providing everything they need to know about data management and how to organize, document, use and reuse their data.  
• Open Science Framework (OSF) An open-source project management tool that makes it easy to collaborate within and beyond Harvard throughout a project's lifecycle. With OSF you can manage, store, and share documents, datasets, and other information with your research team. You can also publish your work to share it with a wider audience. Although data can be stored privately, because this platform is hosted on the Internet and designed with open access in mind, it is not a good choice for highly sensitive data.  
• Free cloud storage solutions for Harvard affiliates to consider include:  Google Drive ,  DropBox , or  OneDrive ( up to DSL3 )  

Data Confidentiality and Secure Handling:  

• Data Security Levels at Harvard - Research Data Examples This resource provided by Harvard Data Security helps you determine what level of access is appropriate for your data. Determine whether it should be made available for public use, limited to the Harvard community, or be protected as either "confidential and sensitive," "high risk," or "extremely sensitive." See also:  Harvard Data Classification Table  
• Harvard's Best Practices for Protecting Privacy and  Harvard Information Security Collaboration Tools Matrix Follow the nuts-and-bolts advice for privacy best practices at Harvard. The latter resource reveals the level of security that can be relied upon for a large number of technological tools and platforms used at Harvard to conduct business, such as email, Slack, Accellion Kiteworks, OneDrive/SharePoint, etc.  
• “Protecting Participant Privacy While Maintaining Content and Context: Challenges in Qualitative Data De‐identification and Sharing.” Proceedings of the ASIST Annual Meeting 57 (1) (2020): e415-420 by Myers, Long, and Polasek Presents an informed and tested protocol, based on the De-Identification guidelines published by the Qualitative Data Repository (QDR) at Syracuse University. Qualitative researchers may consult it to guide their data de-identification efforts.  
• QDS Qualitative Data Sharing Toolkit The Qualitative Data Sharing (QDS) project and its toolkit was funded by the NIH National Human Genome Research Institute (R01HG009351). It provides tools and resources to help researchers, especially those in the health sciences, share qualitative research data while protecting privacy and confidentiality. It offers guidance on preparing data for sharing through de-identification and access control. These health sciences research datasets in ICPSR's Qualitative Data Sharing (QDS) Project Series were de-identified using the QuaDS Software and the project’s QDS guidelines.  
• Table of De-Identification Techniques  
• Generative AI Harvard-affiliated researchers should not enter data classified as confidential ( Level 2 and above ), including non-public research data, into publicly-available generative AI tools, in accordance with the University’s Information Security Policy. Information shared with generative AI tools using default settings is not private and could expose proprietary or sensitive information to unauthorized parties.  
• Harvard Information Security Quick Reference Guide Storage guidelines, based on the data's security classification level (according to its IRB classification) is displayed on page 2, under "handling."  
• Email Encryption Harvard Microsoft 365 users can now send encrypted messages and files directly from the Outlook web or desktop apps. Encrypting an email adds an extra layer of security to the message and its attachments (up to 150MB), and means only the intended recipient (and their inbox delegates with full access) can view it. Message encryption in Outlook is approved for sending high risk ( level 4 ) data and below.  

Sharing Qualitative Data:  

• Repositories for Qualitative Data If you have cleared this intention with your IRB, secured consent from participants, and properly de-identified your data, consider sharing your interviews in one of the data repositories included in the link above. Depending on the nature of your research and the level of risk it may present to participants, sharing your interview data may not be appropriate. If there is any chance that sharing such data will be desirable, you will be much better off if you build this expectation into your plans from the beginning.  
• Guide for Sharing Qualitative Data at ICPSR The Inter-university Consortium for Political and Social Research (ICPSR) has created this resource for investigators planning to share qualitative data at ICPSR. This guide provides an overview of elements and considerations for archiving qualitative data, identifies steps for investigators to follow during the research life cycle to ensure that others can share and reuse qualitative data, and provides information about exemplars of qualitative data  

International Projects:

• Research Compliance Program for FAS/SEAS at Harvard The Faculty of Arts and Sciences (FAS), including the School of Engineering and Applied Sciences (SEAS), and the Office of the Vice Provost for Research (OVPR) have established a shared Research Compliance Program (RCP). An area of common concern for interview studies is international projects and collaboration . RCP is a resource to provide guidance on which international activities may be impacted by US sanctions on countries, individuals, or entities and whether licenses or other disclosure are required to ship or otherwise share items, technology, or data with foreign collaborators.

Finding Extant Interview Data

Finding journalistic interviews:  .

• Academic Search Premier This all-purpose database is great for finding articles from magazines and newspapers. In the Advanced Search, it allows you to specify "Document Type":  Interview.  
• Guide to Newspapers and Newspaper Indexes Use this guide created to Harvard Librarians to identify newspapers collections you'd like to search. To locate interviews, try adding the term  "interview"  to your search, or explore a database's search interface for options to  limit your search to interviews.  Nexis Uni  and  Factiva  are the two main databases for current news.   
• Listen Notes Search for podcast episodes at this podcast aggregator, and look for podcasts that include interviews. Make sure to vet the podcaster for accuracy and quality! (Listen Notes does not do much vetting.)  
• NPR  and  ProPublica  are two sites that offer high-quality long-form reporting, including journalistic interviews, for free.

Finding Oral History and Social Research Interviews:  

• To find oral histories, see the Oral History   page of this guide for helpful resources on Oral History interviewing.  
• Repositories for Qualitative Data It has not been a customary practice among qualitative researchers in the social sciences to share raw interview data, but some have made this data available in repositories, such as the ones listed on the page linked above. You may find published data from structured interview surveys (e.g., questionnaire-based computer-assisted telephone interview data), as well as some semi-structured and unstructured interviews.  
• If you are merely interested in studies interpreting data collected using interviews, rather than finding raw interview data, try databases like  PsycInfo ,  Sociological Abstracts , or  Anthropology Plus , among others. 

Finding Interviews in Archival Collections at Harvard Library:

In addition to the databases and search strategies mentioned under the  "Finding Oral History and Social Research Interviews" category above,  you may search for interviews and oral histories (whether in textual or audiovisual formats) held in archival collections at Harvard Library.

• HOLLIS searches all documented collections at Harvard, whereas HOLLIS for Archival Discovery searches only those with finding aids. Although HOLLIS for Archival Discovery covers less material, you may find it easier to parse your search results, especially when you wish to view results at the item level (within collections). Try these approaches:

Search in  HOLLIS :  

• To retrieve items available online, do an Advanced Search for  interview* OR "oral histor*" (in Subject), with Resource Type "Archives/Manuscripts," then refine your search by selecting "Online" under "Show Only" on the right of your initial result list.  Revise the search above by adding your topic in the Keywords or Subject field (for example:  African Americans ) and resubmitting the search.  
•  To enlarge your results set, you may also leave out the "Online" refinement; if you'd like to limit your search to a specific repository, try the technique of searching for  Code: Library + Collection on the "Advanced Search" page .   

Search in  HOLLIS for Archival Discovery :  

• To retrieve items available online, search for   interview* OR "oral histor*" limited to digital materials . Revise the search above by adding your topic (for example:  artist* ) in the second search box (if you don't see the box, click +).  
• To preview results by collection, search for  interview* OR "oral histor*" limited to collections . Revise the search above by adding your topic (for example:  artist* ) in the second search box (if you don't see the box, click +). Although this method does not allow you to isolate digitized content, you may find the refinement options on the right side of the screen (refine by repository, subject or names) helpful.  Once your select a given collection, you may search within it  (e.g., for your topic or the term interview).

UX & MARKET RESEARCH INTERVIEWS

Ux at harvard library  .

• User Experience and Market Research interviews can inform the design of tangible products and services through responsive, outcome-driven insights. The  User Research Center  at Harvard Library specializes in this kind of user-centered design, digital accessibility, and testing. They also offer guidance and  resources  to members of the Harvard Community who are interested in learning more about UX methods. Contact [email protected] or consult the URC website for more information.

Websites  

• User Interviews: The Beginner’s Guide (Chris Mears)  
• Interviewing Users (Jakob Nielsen)

Books  

• Interviewing Users: How to Uncover Compelling Insights by Steve Portigal; Grant McCracken (Foreword by)  Interviewing is a foundational user research tool that people assume they already possess. Everyone can ask questions, right? Unfortunately, that's not the case. Interviewing Users provides invaluable interviewing techniques and tools that enable you to conduct informative interviews with anyone. You'll move from simply gathering data to uncovering powerful insights about people.  
• Rapid Contextual Design by Jessamyn Wendell; Karen Holtzblatt; Shelley Wood  This handbook introduces Rapid CD, a fast-paced, adaptive form of Contextual Design. Rapid CD is a hands-on guide for anyone who needs practical guidance on how to use the Contextual Design process and adapt it to tactical projects with tight timelines and resources. Rapid Contextual Design provides detailed suggestions on structuring the project and customer interviews, conducting interviews, and running interpretation sessions. The handbook walks you step-by-step through organizing the data so you can see your key issues, along with visioning new solutions, storyboarding to work out the details, and paper prototype interviewing to iterate the design all with as little as a two-person team with only a few weeks to spare *Includes real project examples with actual customer data that illustrate how a CD project actually works.

Videos  

Instructional Presentations on Interview Skills  

• Interview/Oral History Research for RSRA 298B: Master's Thesis Reading and Research (Spring 2023) Slideshow covers: Why Interviews?, Getting Context, Engaging Participants, Conducting the Interview, The Interview Guide, Note Taking, Transcription, File management, and Data Analysis.  
• Interview Skills From an online class on February 13, 2023:  Get set up for interview research. You will leave prepared to choose among the three types of interviewing methods, equipped to develop an interview schedule, aware of data management options and their ethical implications, and knowledgeable of technologies you can use to record and transcribe your interviews. This workshop complements Intro to NVivo, a qualitative data analysis tool useful for coding interview data.

NIH Data Management & Sharing Policy (DMSP) This policy, effective January 25, 2023, applies to all research, funded or conducted in whole or in part by NIH, that results in the generation of  scientific data , including NIH-funded qualitative research. Click here to see some examples of how the DMSP policy has been applied in qualitative research studies featured in the 2021 Qualitative Data Management Plan (DMP) Competition . As a resource for the community, NIH has developed a resource for developing informed consent language in research studies where data and/or biospecimens will be stored and shared for future use. It is important to note that the DMS Policy does NOT require that informed consent obtained from research participants must allow for broad sharing and the future use of data (either with or without identifiable private information). See the FAQ for more information.

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How to Conduct Interviews for Research

Last Updated: July 7, 2023 Fact Checked

This article was co-authored by Jeremiah Kaplan . Jeremiah Kaplan is a Research and Training Specialist at the Center for Applied Behavioral Health Policy at Arizona State University. He has extensive knowledge and experience in motivational interviewing. In addition, Jeremiah has worked in the mental health, youth engagement, and trauma-informed care fields. Using his expertise, Jeremiah supervises Arizona State University’s Motivational Interviewing Coding Lab. Jeremiah has also been internationally selected to participate in the Motivational Interviewing International Network of Trainers sponsored Train the Trainer event. Jeremiah holds a BS in Human Services with a concentration in Family and Children from The University of Phoenix. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 30,138 times.

If you’re putting together a news report, a documentary film, or gathering oral history for any kind of personal project, you’ll likely need to perform 1 or more research interviews to gather the information you need. While these interviews can be relatively informal (unless they’re being broadcast live), you’ll need to make a few preparations beforehand, including having a written list of questions to ask. Let the interviewee answer the questions as they see fit, and guide the interview so that all of your questions are adequately answered.

Laying Groundwork for an Interview

• For example, if you’re interviewing a local biologist about declining frog populations, read up on what types of frogs and frog predators inhabit the area, and find out how much of the frog population has died off.

• If you set up the interview over the phone or via email, say something like, “Thank you for agreeing to answer a few questions. I’m mostly interested in asking you about your extensive knowledge of the publishing industry. I have about 10 questions, but I don’t think this will take more than 30 minutes.”

• If you’re conducting the interview over the phone, find a time when you and the interviewee are both free.

• Don’t tell yourself that you’ll remember the interview! If you don’t record the questions and answers, you’re likely to forget details.

Writing and Asking Effective Questions

• “How did you get your start in the industry?”
• “What’s your favorite type of book to see published?”
• “What would you recommend for any young men or women who’d like to get into publishing?”

• For example, if you ask something like, “Do you think the city planners have done a good job of laying out the new downtown area?” the subject can just answer “yes” or “no.”
• Instead, ask, “What do you think are some of the strengths and weaknesses of the ways the city planners laid out the new downtown area?”

• For example, avoid a question like, “Isn’t it true that the publishing industry refuses to pay women as much as it pays men?”
• Try asking instead: “What are your views on what some people perceive to be a gender pay gap in the industry?”

• For example, avoid asking, “Do pay-to-print or vanity presses hurt the fiscal state of big publishing houses?”
• Instead, ask something like, “Are there any trends within publishing that you think are harmful to the industry overall?”

Behaving During the Interview

• If you'd rather not ask immediately before the interview, ask the interviewee to fill out a consent form a week before the interview takes place. If the subject refuses to give their consent, you'll be unable to legally do the interview.
• For a sample consent form, look online at: https://managementhelp.org/businessresearch/consent-form.htm .

• If the interviewee lingers too long on a specific question, try moving things along. Say something like, “I appreciate your insights. I’d like to turn to a different topic at this point: what’s the best college major for a career in publishing?”

• For example, even if the interviewee says something surprising like: “I think it’s good that the frogs are dying!” avoid jumping up or shouting “What!?”

• For example, say that the interviewee says, “I became interested in city planning after a friend was killed in a poorly-designed intersection.” It would be inappropriate to say, “So what?” or “That sucks.” Instead, say something like, “I’m sorry to hear that; it’s a real tragedy.”

• This would also be a good time to scroll through the audio or video file that you recorded and make sure that it’s all clear and audible.

Expert Q&A

• Always speak clearly when you ask questions and speak to the interviewee, especially if you’re recording with a tape recorder. Ask the interviewee to do the same. Thanks Helpful 0 Not Helpful 0
• Give your interviewee enough time to answer each question. Don’t rush them on to answer another question while they’re still thinking of an answer for the first one. Thanks Helpful 0 Not Helpful 0
• Always interview your subjects face-to-face when it’s possible. If a face-to-face interview is impractical, a telephone interview is a decent substitute. Avoid conducting interviews over email except as a last resort. Thanks Helpful 0 Not Helpful 0

You Might Also Like

• ↑ https://www.csus.edu/indiv/o/obriene/art116/readings/guide%20for%20conducting%20interviews.pdf
• ↑ https://www.indeed.com/career-advice/interviewing/research-interview
• ↑ https://managementhelp.org/businessresearch/interviews.htm
• ↑ https://aultman.libguides.com/c.php?g=974169&p=7042440
• ↑ https://guides.lib.vt.edu/researchmethods/interviews
• ↑ https://uk.indeed.com/career-advice/interviewing/research-interview

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Twelve tips for conducting qualitative research interviews

Affiliations.

• 1 Department of Learning, Informatics, Management and Ethics, Karolinska Institutet , Stockholm , Sweden.
• 2 Department of Education, Stockholm University , Stockholm , Sweden.
• 3 Primary Health Care Unit, Institute of Medicine, The Sahlgrenska Academy, University of Gothenburg , Gothenburg , Sweden.
• PMID: 30261797
• DOI: 10.1080/0142159X.2018.1497149

The qualitative research interview is an important data collection tool for a variety of methods used within the broad spectrum of medical education research. However, many medical teachers and life science researchers undergo a steep learning curve when they first encounter qualitative interviews, both in terms of new theory but also regarding new methods of inquiry and data collection. This article introduces the concept of qualitative research interviews for novice researchers within medical education, providing 12 tips for conducting qualitative research interviews.

• Data Collection / methods
• Interviews as Topic*
• Qualitative Research*
• Research Design*

Five Tips for Conducting Effective Qualitative Interviews

An interviewer conducts household survey in rural El Salvador for a Center for Health Policy and Inequalities Research study. Photo by Hy V. Huynh.

Published March 12, 2018 under Research News

In qualitative research, in-depth interviews can be an immensely helpful investigative tool. However, the nuances of one-on-one interviewing can sometimes make it difficult to obtain useful results. Rae Jean Proeschold-Bell , associate research professor and founding director of the Evidence Lab at the Duke Global Health Institute, frequently integrates qualitative interviews into her research. In this article, she shares five interviewing tips that have served her well.

1. Convey Intent

Proeschold-Bell says it’s important for the interviewer to know the intent behind each question so that it can be clearly conveyed to the interviewee. Understanding the intent of a question, she’s found, helps interviewers decide whether or not the participant has fully answered the question. This way, they can ask follow-up questions and not leave gaps at the time of data collection. Proeschold-Bell recommends writing the intent of each question below it in italics on the interview script. 

Proeschold-Bell also suggests a few more subtle techniques for helping interviewees understand what is really being asked and soliciting pertinent and thorough responses. Asking the question in several different ways can help clarify its meaning. Follow-up prompts such as “That’s really helpful; tell me more about that,” or “Can you describe what was unpleasant about it?” can also give interviewees helpful guidance in crafting their responses.

“You can also convey intent by explaining more broadly why you’re doing the research, so interviewees will be more likely to give you relevant information,” Proeschold-Bell said. 

2. Don’t Sway the Participants

Acquiescence bias, which occurs when interviewees agree with what they think the interviewer wants to hear instead of giving their unbiased answer, can often prevent interviewees from sharing all relevant information. Research from Focus Groups: A Practical Guide for Applied Research shows that when power dynamics are present in an interview, it may be especially difficult for an interviewee to give an honest answer.

To minimize acquiescence bias, interviewers can emphasize that the participant is the expert in the subject matter of the interview.  For example, they can start the interview by saying, “I’ve asked you to talk with me today because you are an expert in what it’s like to be a patient in Eldoret.” 

Interviewers should also avoid nodding or other body language that expresses agreement with the participant. Instead, interviewers should say, “That’s very helpful,” or “Thank you for those thoughts.” Otherwise, participants might elaborate on a point that isn’t actually very important to them just because the interviewer seemed to agree.   

Proeschold-Bell also recommends that interviewers pay attention to—and record—interviewees’ non-verbal responses, which often communicate feelings and attitudes that the verbal response doesn’t capture.

3. Eliminate Interviewer Bias

Proeschold-Bell says it’s critically important to eliminate interviewer bias through the interview process. Knowing the interview guide extremely well helps an interviewer pace the interview to avoid running out of time, and adhering to the scripted wording for each question helps maintain unbiased prompting across all interviews. Additionally, if an interviewee starts answering a question that is going to be asked later, the interviewer can ask them to wait. 

It’s best to ask interview questions in a specific order because covering certain questions first may influence how interviewees think during later questions. Finally, she recommends, “Ask all questions of all respondents, even if you think you know what they’ll say. They will surprise you sometimes!”

4. Consider a “Test Run” Period

Proeschold-Bell sees her first several interviews for a study as pilots. Learning from these first few test runs and improving questions and interview techniques for future interviews can have a significant impact on the quality of the study. This means that data quality from the first few interviews may not be as strong since some of the questions change, but the data from the interviews later on will be more useful. Proeschold-Bell recommends numbering interviews chronologically to link interviews to the phase of development in which they were conducted.

5. Make Time for Post-Interview Reflection

After an interview, Proeschold-Bell recommends immediately reviewing the data. “This helps capture good ideas that may otherwise be forgotten,” she says. In fact, she suggests creating a review form with a few open-ended questions that can help capture strong reactions and flag questions that didn’t work well or questions that should be added. 

It’s also helpful, she says, to note responses that were different from those given in previous interviews. Doing this may generate ideas to analyze more carefully later on.

Looking for more research design tools? Check out Proeschold-Bell’s recent article, “ Five Tips for Designing an Effective Survey .”

Proeschold-Bell recommends that interviewers pay attention to—and record—interviewees’ non-verbal responses, which often communicate feelings and attitudes that the verbal response doesn’t capture.

• Rae Jean Proeschold-Bell

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General guidelines for conducting research interviews.

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC . Adapted from the Field Guide to Consulting and Organizational Development .

Sections of This Topic Include

Introduction, preparation for interview, types of interviews, types of topics in questions, sequence of questions, wording of questions.

• Carrying Out Interview

Immediately After Interview

Other resources.

* General Information and Resources * Ethics and Conducting Research

Also consider

Related Library Topics

Learn More in the Library’s Blogs Related to Doing Research Interviews

In addition to the articles on this current page, see the following blogs which have posts related to Doing Research Interviews. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

• Library’s Business Planning Blog
• Library’s Building a Business Blog
• Library’s Strategic Planning Blog

Interviews are particularly useful for getting the story behind a participant’s experiences. The interviewer can pursue in-depth information around a topic. Interviews may be useful as follow-up to certain respondents to questionnaires, e.g., to further investigate their responses. Usually open-ended questions are asked during interviews.

Before you start to design your interview questions and process, clearly articulate to yourself what problem or need is to be addressed using the information to be gathered by the interviews. This helps you keep clear focus on the intent of each question.

• Choose a setting with little distraction. Avoid loud lights or noises, ensure the interviewee is comfortable (you might ask them if they are), etc. Often, they may feel more comfortable at their own places of work or homes.
• Explain the purpose of the interview.
• Address terms of confidentiality. Note any terms of confidentiality. (Be careful here. Rarely can you absolutely promise anything. Courts may get access to information, in certain circumstances.) Explain who will get access to their answers and how their answers will be analyzed. If their comments are to be used as quotes, get their written permission to do so. See getting informed consent.
• Explain the format of the interview. Explain the type of interview you are conducting and its nature. If you want them to ask questions, specify if they’re to do so as they have them or wait until the end of the interview.
• Indicate how long the interview usually takes.
• Tell them how to get in touch with you later if they want to.
• Ask them if they have any questions before you both get started with the interview.
• Don’t count on your memory to recall their answers. Ask for permission to record the interview or bring along someone to take notes.
• Informal, conversational interview – no predetermined questions are asked, in order to remain as open and adaptable as possible to the interviewee’s nature and priorities; during the interview, the interviewer “goes with the flow”.
• General interview guide approach – the guide approach is intended to ensure that the same general areas of information are collected from each interviewee; this provides more focus than the conversational approach, but still allows a degree of freedom and adaptability in getting information from the interviewee.
• Standardized, open-ended interview – here, the same open-ended questions are asked to all interviewees (an open-ended question is where respondents are free to choose how to answer the question, i.e., they don’t select “yes” or “no” or provide a numeric rating, etc.); this approach facilitates faster interviews that can be more easily analyzed and compared.
• Closed, fixed-response interview – where all interviewees are asked the same questions and asked to choose answers from among the same set of alternatives. This format is useful for those not practiced in interviewing.

Patton notes six kinds of questions. One can ask questions about:

• Behaviors – about what a person has done or is doing
• Opinions/values – about what a person thinks about a topic
• Feelings – note that respondents sometimes respond with “I think …” so be careful to note that you’re looking for feelings
• Knowledge – to get facts about a topic
• Sensory – about what people have seen, touched, heard, tasted or smelled
• Background/demographics – standard background questions, such as age, education, etc.

Note that the above questions can be asked in terms of past, present or future.

• Get the respondents involved in the interview as soon as possible.
• Before asking about controversial matters (such as feelings and conclusions), first ask about some facts. With this approach, respondents can more easily engage in the interview before warming up to more personal matters.
• Intersperse fact-based questions throughout the interview to avoid long lists of fact-based questions, which tends to leave respondents disengaged.
• Ask questions about the present before questions about the past or future. It’s usually easier for them to talk about the present and then work into the past or future.
• The last questions might be to allow respondents to provide any other information they prefer to add and their impressions of the interview.
• Wording should be open-ended. Respondents should be able to choose their own terms when answering questions.
• Questions should be as neutral as possible. Avoid wording that might influence answers, e.g., evocative, judgmental wording.
• Questions should be asked one at a time.
• Questions should be worded clearly. This includes knowing any terms particular to the program or the respondents’ culture.
• Be careful asking “why” questions. This type of question infers a cause-effect relationship that may not truly exist. These questions may also cause respondents to feel defensive, e.g., that they have to justify their response, which may inhibit their responses to this and future questions.

Conducting Interview

• Occasionally verify the tape recorder (if used) is working.
• Ask one question at a time.
• Attempt to remain as neutral as possible. That is, don’t show strong emotional reactions to their responses. Patton suggests to act as if “you’ve heard it all before.”
• Encourage responses with occasional nods of the head, “uh huh”, etc.
• Be careful about the appearance when note taking. That is, if you jump to take a note, it may appear as if you’re surprised or very pleased about an answer, which may influence answers to future questions.
• Provide transition between major topics , e.g., “we’ve been talking about (some topic) and now I’d like to move on to (another topic).”
• Don’t lose control of the interview. This can occur when respondents stray to another topic, take so long to answer a question that times begins to run out, or even begin asking questions to the interviewer.
• Verify if the tape recorder, if used, worked throughout the interview.
• Make any notes on your written notes, e.g., to clarify any scratchings, ensure pages are numbered, fill out any notes that don’t make senses, etc.
• Write down any observations made during the interview. For example, where did the interview occur and when, was the respondent particularly nervous at any time? Were there any surprises during the interview? Did the tape recorder break?
• Qualitative interviewing techniques
• How to Prepare for Competency-Based Interviewing

For the Category of Evaluations (Many Kinds):

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• What is Field Research: Meaning, Examples, Pros & Cons

Introduction

Field research is a method of research that deals with understanding and interpreting the social interactions of groups of people and communities by observing and dealing with people in their natural settings. 

The field research methods involve direct observation, participant observation, and qualitative interviews.

Let’s take a deeper look at field research, what it entails, some examples as well as the pros and cons of field research.

What is Field Research

Field research can be defined as a qualitative method of data collection focused on observing, relating, and understanding people while they are in their natural environment. It is somewhat similar to documentaries on Nat Geo wild where the animals are observed in their natural habitat. 

Similarly, social scientists, who are sometimes called men watchers carry out interviews and observe people from a distance to see how they act in a social environment and react to situations around them.

Field research usually begins in a specific setting and the end game is to study, observe and analyze the subject within that setting. It looks at the cause and effect as well as the correlation between the participants and their natural setting. Due to the presence of multiple variables, it is sometimes difficult to properly analyze the results of field research. 

Field research adopts a wide range of social research methods, such as limited participation, direct observation, document analysis, surveys, and informal interviews. Although field research is generally considered qualitative research , it often involves multiple elements of quantitative research.

Methods of Field Research

There are 5 different methods of conducting Field Research and they are as follows;

1. Direct Observation

In this method of research, the researcher watches and records the activities of groups of people or individuals as they go about their daily activities. Direct observation can be structured or unstructured.

 Structured here means that the observation takes place using a guide or process developed before that time. 

Unstructured, on the other hand, means that the researcher conducted the observation, watching people and events, and taking notes as events progressed, without the aid of any predetermined technique.

Some other features of direct observation include the following;

• The observer does not attempt to actively engage the people being observed in conversations or interviews, rather he or she blends into the crowd and carries out their observation.
• Data collected include field notes, videos, photographs, rating scales, etc.
• Direct observation most times occurs in the open, usually public settings, that requires no permission to gain entry. Conducting direct observation in a private setting would raise ethical concerns.
• The outcome of direct observation is not in any way influenced by the researcher.

2. Participant Observation

This research method has an understanding with a group of individuals, to take part in their daily routines and their scheduled events. In this case, the researcher dwells among the group or community being observed for as long as is necessary to build trust and evoke acceptance.

Data from the participant’s observation take the following varying forms;

• Field notes are the primary source of data. These notes are taken during the researcher’s observations and from the events they experienced and later developed the notes into formal field notes.
• A diary is used to record special intimate events that occur within the setting.
• The process of participant observation is intent on developing relationships with the members which breed conversations that are sometimes formal or informal. Formal here refers to deliberate depth interviews, while informal could stem from everyday conversations that give insight into the study. 

Data from these events can be part of the field notes or separate interview transcripts.

The method of participant observation aims to make the people involved comfortable enough to share what they know freely without any inhibition.

3. Ethnography

Ethnography is a form of field research that carries out observation through social research, social perspective, and the cultural values of a social setting. In this scenario, the observation is carried out objectively, hence the researcher may choose to live within a social environment of a cultural group and silently observe and record their daily routines and behavior.

4. Qualitative Interviews

Qualitative interviews are a type of field research method that gets information by asking direct questions from individuals to gather data on a particular subject. Qualitative interviews are usually conducted via 3 methods namely;

• Informal Interviews
• Semi Structured Interviews
• Standardized Open ended Interviews

Let’s take a look at each of them briefly along with their advantages and disadvantages.

This kind of interview is often conversational and occurs during participant and direct observations.

The interview is triggered, most times spontaneously by conversing with a member of the group on the areas of interest and as the conversation progresses, the researcher fluidly introduces the specific question.

• Semi-Structured Interviews

In this scenario, the researcher already has a list of prepared questions, that are open-ended and can evoke as much information as possible. The researcher can venture into other topics as the interview progresses, using a call-and-response style.

This method of field research can adopt a mix of one-on-one interviews or focus groups.

• Standardized, Open-Ended Interviews

These are scripted interviews with the questions prepped and written before the interview following a predetermined order. It is similar to a survey and the questions are open-ended to gather detailed information from the respondents and sometimes it involves multiple interviewers.

5. Case Study

A case study research is a detailed analysis of a person, situation, or event. This method may seem a bit complex, however, it is one of the easiest ways of conducting research. difficult to operate, however, it is one of the simplest ways of researching as it involves only a detailed study of an individual or a group of people or events. Every aspect of the subject life and history is analyzed to identify patterns and causes of behavior.

Steps to Conduct Field Research

Due to the nature of field research, the tight timelines, and the associated costs involved, planning and implementing can be a bit overwhelming. We have put together steps to adopt that would make the whole process hitch free for you.

Set Up The Right Team : To begin your field research, the first step is to have the right team. The role of the researcher and the team members has to be well defined from the start, with the relevant milestones agreed upon to measure progress.

Recruiting People for the Study : The success of field research largely depends on the people being studied. Evaluate the individuals selected for the research to be sure that they tick all the boxes required for successful research in the area of study that is being researched.

Data Collection Methodology : The methodology of data collection adopted must be suited to the area or kind of research being conducted. It could be one of the methods or a combination of two or more methods.

Visit The Site: A prior visit to the site is essential to the success of the field research. This should be done to also help determine the best methodology that would be suitable for the location. 

Data Analysis: Analyzing the data gathered is important to validate the hypothesis of the field research. 

Communicating Results : Once the data is analyzed, communicate the results to the stakeholders involved in the research so that the relevant action required based on the results can be decided and carried out promptly. 

Reasons to Conduct Field Research

Field research has been widely used in the 20th century in the social sciences. However, it can be time-consuming and costly to implement. Despite this fact, there exist a lot of reasons to conduct field research.

Here are 4 major reasons to conduct field research:

Solves the problem of lack of data : Field research fixes the issue of gaps in data, especially in cases where there is very little or no data about a topic. In cases like this, the only way to validate any hypothesis is through primary research and data. Conducting field research solves the problem of data lapses and provides material evidence to support any findings.

Understanding the context of the study : In many cases, the data collected is appropriate, however for a deep understanding of the data gathered there is a need for field research to help understand other factors in the study. For instance, if data show that students from rich homes generally do well academically. 

Conducting field research can bring to the fore other factors like, discipline, well-equipped teachers, motivation from their forebears to excel in whatever they do, etc. but field research is still conducted. 

Increasing data quality: Since this research, method employs the use of multiple tools to collect data and varying methodologies, the quality of data is higher.

Collecting ancillary data : Field research puts the researchers in a position of being at the center of the data collection process, in terms of location, one on one relationship with the participants, etc. This exposes them to new lines of thought that would have hitherto been overlooked and they can now collect data, that was not planned for at the beginning of the study.

Examples of Field Research

1. Interprete social metrics in a slum By employing the use of observation methods and formal interviews, researchers can now understand the social indicators and social hierarchy that exist in a slum.

Financial independence and the way the slum is run daily are part of the study and data collected from these areas can give insight into the way a slum operates differently from structured societies.

2. Understand the impact of sports on a child’s development This method of field research takes years to conduct and the sample size can be quite huge. Data collected and analyzed from this study provides insight into how children from different physical locations and backgrounds are influenced by sports and the impact of sporting activities on a child’s development. 

3. The study of animal migration patterns Field research is used immensely to study flora and fauna. A major use case is scientists observing and studying animal migration patterns alongside the change of seasons and its influence on animal migration patterns.

Field research takes time and uses months and sometimes years to help gather data that show how to safely expedite the passage of animals.

Advantages of Field Research

Field research and the various methodology employed have their pros and cons.

Let’s take a look at some of them.

• Provide context to the data being analyzed in terms of settings, interactions, or individuals.
• The source of data does not require or involve verbal interactions, and there is no intrusion of anyone’s personal, space because everything is done quietly, from a distance.
• The researcher develops a  deep and detailed understanding of a setting and the members within the setting.
• It is carried out in a real-world and natural environment which eliminates tampering with variables.
• The study is conducted in a comfortable environment, hence data can be gathered even about an ancillary topic, that would have been undiscovered in other circumstances.
• The researcher’s deep understanding of the research subjects due to their proximity to them makes the research thorough and precise. 
• It helps the researcher to be flexible and respond to individual differences while capturing emerging information. Allows the researcher to be responsive to individual differences and to capture emerging information.

Disadvantages of Field Research

• The researcher might not be able to capture all that is being said and there is the risk of losing information.
• The quality of the information derived is dependent, on the researcher’s skills.
• Significant interactions and events may occur when an observer is not present.
• Some topics cannot easily be interpreted by mere observation.g., attitudes, emotions, affection).
• The reliability of observations can be complex due to the presence of multiple observers with different interpretations.
• It requires a lot of time (and resources)and can take years to complete.
• The researcher may lose objectivity as they spend more time among the members of the group.
• It is a subjective and interpretive method that is solely dependent on the researcher’s ability.

Field research helps researchers to gain firsthand experience and knowledge about the events, processes, and people, being studied. No other method provides this kind of close-up view of the everyday life of people and events. It is a very detailed method of research and is excellent for understanding the role of social context in shaping the lives, perspectives, and experiences of people. Alongside this, it may uncover aspects of a person that might never have been discovered.

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• CAREER COLUMN
• 08 April 2024

How we landed job interviews for professorships straight out of our PhD programmes

• Violeta Rodriguez 0 &
• Qimin Liu 1

Violeta Rodriguez is an assistant professor in the Department of Psychology at the University of Illinois Urbana-Champaign.

You can also search for this author in PubMed   Google Scholar

Qimin Liu is an assistant professor in the Department of Psychological and Brain Sciences at Boston University in Massachusetts.

By staying organized in their job hunt, both authors received several job offers. Credit: Getty

We met during the last year of our PhD training, after securing placements at the University of Illinois Chicago’s Department of Psychiatry for our predoctoral internships — the final step of our clinical doctoral programmes. V. R. came from the University of Georgia in Athens and was pursuing a PhD in clinical psychology, and Q. L. came from Vanderbilt University in Nashville, Tennessee, and was working towards a PhD in clinical science and quantitative methods. It was amid the academic rigour and personal stress of the last year of our programmes that we became friends. We bonded over being immigrants and not speaking English as our first language while navigating the complexities of academia. We both wanted to forgo postdoctoral training and instead immediately become junior professors. Now, we’re assistant professors: V. R. is at the University of Illinois Urbana-Champaign, and Q. L. is at Boston University in Massachusetts.

The odds we faced in the academic job market had seemed insurmountable, particularly to immigrants, and we had been cautioned by mentors and even junior faculty members about the challenge ahead. But we succeeded: we received a combined total of 27 in-person interviews, leading to 15 tenure-track assistant-professor offers across departments of psychology, paediatrics or psychiatry, schools of education and academic medical centres. (You can check out our hints for nailing job interviews in our other article .)

How to move labs

Despite the positive outcome, the process was stressful, fast and unpredictable. Our friendship became a sanctuary: amid the daunting job market and our own self-doubt, we understood and encouraged each other. We want to offer what our friendship provided us — understanding, support and encouragement — to researchers hoping to stay in academia after earning a PhD, so we are sharing our reflections and insights.

We must first make clear: no amount of job-search tips and tricks can substitute for good science and a strong publication record. To gauge our readiness, we looked up the CV of the most recent hire in each department that we applied to. We also made sure we had backup offers of postdoctoral positions. While navigating this process, we learnt that institutions were interested in candidates who planned to pursue external funding.

Qimin Liu is now an assistant professor. Credit: Qimin Liu

We had both obtained federal and private funding before — making us more competitive. We urge aspiring professors to prioritize their research contributions, external fellowship and grant applications and academic achievements above all.

To readers who’ve successfully navigated this process, many of our reflections and insights could seem obvious. However, this kind of advice can be the hardest to follow during a fast-moving job hunt, with several moving pieces involved and new considerations and job offers or advertisements emerging unexpectedly. Treat this as a checklist before beginning to fill out job applications.

Tips and tricks

Start your search early. Allow ample time to prepare for the job hunt; research potential options, such as jobs in academic medical centres, standard department positions or tenure-track jobs in related fields; and submit applications. Plan to reply to job ads long before the first deadline. Starting early gives you time to collect and incorporate feedback from mentors and colleagues.

Training: Free course on peer review

Prepare your networks. The academic job market can be unpredictable, with opportunities emerging unexpectedly. It is important to think about who can write letters for you — sometimes at short notice. Most of our applications required three letters of recommendation from all applicants. Others requested letters from only shortlisted candidates.

Plan ahead. The final drafts of materials took, on average, one to two months in total to prepare and polish. The initial drafts took about 8 hours, and the research statement required a total of 16 hours. (The research statement summarizes your research programme, the work you’ve done so far and what you plan to pursue in future. It can also highlight why a particular institution is well-suited to support your work.) Preparing drafted statements in advance made it easier to adapt them to different positions later — tweaking materials for specific positions took 30–60 minutes per application.

Research potential job opportunities. Don’t just rely on word-of-mouth or googling specific positions to find things you’re interested in applying to. Use online job boards (such as HigherEdJobs or Nature Careers ), and tap into your professional network by sending e-mails or LinkedIn messages to your mentors and colleagues, letting them know you’re on the job market. Scour social media and department websites to find available positions. We both posted on X (formerly Twitter) that we were job hunting, and several people reached out with opportunities.

Develop job application ‘templates’. Create a set of well-crafted templates for your application materials, such as cover letters and statements, on which you can easily fill in your name, relevant details and where you’ve previously worked. Having adaptable documents allowed us to respond quickly to new postings.

Tailor your application materials. Templates can take you only so far. Take the time to customize your application materials, including your CV, cover letter (each of ours was one page long) and research statement, to highlight your relevant skills, experiences and research contributions. Tailoring your materials to each position demonstrates genuine interest and increases your chances of standing out to hiring committees. Generic applications are easy for hiring managers to reject. Mentioning centres or institutes that align with your research; available resources, such as early-career programmes, that you want to take advantage of; and the names of people whom you are interested in working with can help to personalize your application materials.

Stay organized. Maintain a well-organized system to track application deadlines, requirements and submission statuses. Be ready to remind your letter writers to submit their recommendations. Keep a calendar or spreadsheet to ensure that all required materials are submitted on time and to track when to follow up. An example spreadsheet is provided below.

Practise for interviews and job talks. Run mock interviews with your peers or mentors. Practise answering common interview questions and develop concise, compelling responses that highlight your expertise, teaching abilities and fit. Treat these seriously — you’re likely to be nervous in the real interview, so try to recreate that while rehearsing, perhaps by inviting a relatively unknown colleague or professor to join the practice runs. V. R. recorded her job talk on Zoom and sent it to others for feedback.

Practising your job talk — a presentation of your academic research that is often a spoken version of your research statement — until you know it backwards and forwards will prepare you for the unexpected. In addition, rehearsing how you plan to respond to different questions, and practising saying that you want people to hold their questions until the end, can be helpful.

Prepare a start-up budget to get your lab running. Many academic positions include a start-up fund for incoming faculty members. It is typically used for summer salary and staffing or research costs. You might be asked for an estimated budget before, during or after the interview stage — so you should have one ready in advance. When preparing your budget, keep in mind the spending norms at the institution and for your discipline. Ask for more than you think you need, because this amount will often be reduced during negotiations.

As we look back on our job-hunting experiences, we are reminded of how much we grew in this process, in ways that are not related to just our jobs — and this growth continued in our interviews .

doi: https://doi.org/10.1038/d41586-024-01044-1

This is an article from the Nature Careers Community, a place for Nature readers to share their professional experiences and advice. Guest posts are encouraged .

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Connecting With Users: Applying Principles Of Communication To UX Research

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Victor Yocco, PhD, has over a decade of experience as a UX researcher and research director. He is currently affiliated with Allelo Design and is taking on … More about Victor ↬

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Communication is in everything we do. We communicate with users through our research, our design, and, ultimately, the products and services we offer. UX practitioners and those working on digital product teams benefit from understanding principles of communication and their application to our craft. Treating our UX processes as a mode of communication between users and the digital environment can help unveil in-depth, actionable insights.

In this article, I’ll focus on UX research. Communication is a core component of UX research , as it serves to bridge the gap between research insights, design strategy, and business outcomes. UX researchers, designers, and those working with UX researchers can apply key aspects of communication theory to help gather valuable insights, enhance user experiences, and create more successful products.

Fundamentals of Communication Theory

Communications as an academic field encompasses various models and principles that highlight the dynamics of communication between individuals and groups. Communication theory examines the transfer of information from one person or group to another. It explores how messages are transmitted, encoded, and decoded, acknowledges the potential for interference (or ‘noise’), and accounts for feedback mechanisms in enhancing the communication process.

In this article, I will focus on the Transactional Model of Communication . There are many other models and theories in the academic literature on communication. I have included references at the end of the article for those interested in learning more.

The Transactional Model of Communication (Figure 1) is a two-way process that emphasizes the simultaneous sending and receiving of messages and feedback . Importantly, it recognizes that communication is shaped by context and is an ongoing, evolving process. I’ll use this model and understanding when applying principles from the model to UX research. You’ll find that much of what is covered in the Transactional Model would also fall under general best practices for UX research, suggesting even if we aren’t communications experts, much of what we should be doing is supported by research in this field.

Understanding the Transactional Model

Let’s take a deeper dive into the six key factors and their applications within the realm of UX research:

• Sender: In UX research, the sender is typically the researcher who conducts interviews, facilitates usability tests, or designs surveys. For example, if you’re administering a user interview, you are the sender who initiates the communication process by asking questions.
• Receiver: The receiver is the individual who decodes and interprets the messages sent by the sender. In our context, this could be the user you interview or the person taking a survey you have created. They receive and process your questions, providing responses based on their understanding and experiences.
• Message: This is the content being communicated from the sender to the receiver. In UX research, the message can take various forms, like a set of survey questions, interview prompts, or tasks in a usability test.
• Channel: This is the medium through which the communication flows. For instance, face-to-face interviews, phone interviews, email surveys administered online, and usability tests conducted via screen sharing are all different communication channels. You might use multiple channels simultaneously, for example, communicating over voice while also using a screen share to show design concepts.
• Noise: Any factor that may interfere with the communication is regarded as ‘noise.’ In UX research, this could be complex jargon that confuses respondents in a survey, technical issues during a remote usability test, or environmental distractions during an in-person interview.
• Feedback: The communication received by the receiver, who then provides an output, is called feedback. For example, the responses given by a user during an interview or the data collected from a completed survey are types of feedback or the physical reaction of a usability testing participant while completing a task.

Applying the Transactional Model of Communication to Preparing for UX Research

We can become complacent or feel rushed to create our research protocols. I think this is natural in the pace of many workplaces and our need to deliver results quickly. You can apply the lens of the Transactional Model of Communication to your research preparation without adding much time. Applying the Transactional Model of Communication to your preparation should:

• Improve Clarity The model provides a clear representation of communication, empowering the researcher to plan and conduct studies more effectively.
• Minimize misunderstanding By highlighting potential noise sources, user confusion or misunderstandings can be better anticipated and mitigated.
• Enhance research participant participation With your attentive eye on feedback, participants are likely to feel valued, thus increasing active involvement and quality of input.

You can address the specific elements of the Transactional Model through the following steps while preparing for research:

Defining the Sender and Receiver

In UX research, the sender can often be the UX researcher conducting the study, while the receiver is usually the research participant. Understanding this dynamic can help researchers craft questions or tasks more empathetically and efficiently. You should try to collect some information on your participant in advance to prepare yourself for building a rapport.

For example, if you are conducting contextual inquiry with the field technicians of an HVAC company, you’ll want to dress appropriately to reflect your understanding of the context in which your participants (receivers) will be conducting their work. Showing up dressed in formal attire might be off-putting and create a negative dynamic between sender and receiver.

Message Creation

The message in UX research typically is the questions asked or tasks assigned during the study. Careful consideration of tenor, terminology, and clarity can aid data accuracy and participant engagement. Whether you are interviewing or creating a survey, you need to double-check that your audience will understand your questions and provide meaningful answers. You can pilot-test your protocol or questionnaire with a few representative individuals to identify areas that might cause confusion.

Using the HVAC example again, you might find that field technicians use certain terminology in a different way than you expect, such as asking them about what “tools” they use to complete their tasks yields you an answer that doesn’t reflect digital tools you’d find on a computer or smartphone, but physical tools like a pipe and wrench.

Choosing the Right Channel

The channel selection depends on the method of research. For instance, face-to-face methods might use physical verbal communication, while remote methods might rely on emails, video calls, or instant messaging. The choice of the medium should consider factors like tech accessibility, ease of communication, reliability, and participant familiarity with the channel. For example, you introduce an additional challenge (noise) if you ask someone who has never used an iPhone to test an app on an iPhone.

Minimizing Noise

Noise in UX research comes in many forms, from unclear questions inducing participant confusion to technical issues in remote interviews that cause interruptions. The key is to foresee potential issues and have preemptive solutions ready.

Facilitating Feedback

You should be prepared for how you might collect and act on participant feedback during the research. Encouraging regular feedback from the user during UX research ensures their understanding and that they feel heard. This could range from asking them to ‘think aloud’ as they perform tasks or encouraging them to email queries or concerns after the session. You should document any noise that might impact your findings and account for that in your analysis and reporting.

Track Your Alignment to the Framework

You can track what you do to align your processes with the Transactional Model prior to and during research using a spreadsheet. I’ll provide an example of a spreadsheet I’ve used in the later case study section of this article. You should create your spreadsheet during the process of preparing for research, as some of what you do to prepare should align with the factors of the model.

You can use these tips for preparation regardless of the specific research method you are undertaking. Let’s now look closer at a few common methods and get specific on how you can align your actions with the Transactional Model.

Applying the Transactional Model to Common UX Research Methods

UX research relies on interaction with users. We can easily incorporate aspects of the Transactional Model of Communication into our most common methods. Utilizing the Transactional Model in conducting interviews, surveys, and usability testing can help provide structure to your process and increase the quality of insights gathered.

Interviews are a common method used in qualitative UX research. They provide the perfect method for applying principles from the Transactional Model. In line with the Transactional Model, the researcher (sender) sends questions (messages) in-person or over the phone/computer medium (channel) to the participant (receiver), who provides answers (feedback) while contending with potential distraction or misunderstanding (noise). Reflecting on communication as transactional can help remind us we need to respect the dynamic between ourselves and the person we are interviewing. Rather than approaching an interview as a unidirectional interrogation, researchers need to view it as a conversation.

Applying the Transactional Model to conducting interviews means we should account for a number of facts to allow for high-quality communication. Note how the following overlap with what we typically call best practices.

Asking Open-ended Questions

To truly harness a two-way flow of communication, open-ended questions, rather than close-ended ones, are crucial. For instance, rather than asking, “Do you use our mobile application?” ask, “Can you describe your use of our mobile app?”. This encourages the participant to share more expansive and descriptive insights, furthering the dialogue.

Actively Listening

As the success of an interview relies on the participant’s responses, active listening is a crucial skill for UX researchers. The researcher should encourage participants to express their thoughts and feelings freely. Reflective listening techniques , such as paraphrasing or summarizing what the participant has shared, can reinforce to the interviewee that their contributions are being acknowledged and valued. It also provides an opportunity to clarify potential noise or misunderstandings that may arise.

Being Responsive

Building on the simultaneous send-receive nature of the Transactional Model, researchers must remain responsive during interviews. Providing non-verbal cues (like nodding) and verbal affirmations (“I see,” “Interesting”) lets participants know their message is being received and understood, making them feel comfortable and more willing to share.

We should always attempt to account for noise in advance, as well as during our interview sessions. Noise, in the form of misinterpretations or distractions, can disrupt effective communication. Researchers can proactively reduce noise by conducting a dry run in advance of the scheduled interviews . This helps you become more fluent at going through the interview and also helps identify areas that might need improvement or be misunderstood by participants. You also reduce noise by creating a conducive interview environment, minimizing potential distractions, and asking clarifying questions during the interview whenever necessary.

For example, if a participant uses a term the researcher doesn’t understand, the researcher should politely ask for clarification rather than guessing its meaning and potentially misinterpreting the data.

Additional forms of noise can include participant confusion or distraction. You should let participants know to ask if they are unclear on anything you say or do. It’s a good idea to always ask participants to put their smartphones on mute. You should only provide information critical to the process when introducing the interview or tasks. For example, you don’t need to give a full background of the history of the product you are researching if that isn’t required for the participant to complete the interview. However, you should let them know the purpose of the research, gain their consent to participate, and inform them of how long you expect the session to last.

Strategizing the Flow

Researchers should build strategic thinking into their interviews to support the Transaction Model. Starting the interview with less intrusive questions can help establish rapport and make the participant more comfortable, while more challenging or sensitive questions can be left for later when the interviewee feels more at ease.

A well-planned interview encourages a fluid dialogue and exchange of ideas. This is another area where conducting a dry run can help to ensure high-quality research. You and your dry-run participants should recognize areas where questions aren’t flowing in the best order or don’t make sense in the context of the interview, allowing you to correct the flow in advance.

While much of what the Transactional Model informs for interviews already aligns with common best practices, the model would suggest we need to have a deeper consideration of factors that we can sometimes give less consideration when we become overly comfortable with interviewing or are unaware of the implications of forgetting to address the factors of context considerations, power dynamics, and post-interview actions.

Context Considerations

You need to account for both the context of the participant, e.g., their background, demographic, and psychographic information, as well as the context of the interview itself. You should make subtle yet meaningful modifications depending on the channel you are conducting an interview.

For example, you should utilize video and be aware of your facial and physical responses if you are conducting an interview using an online platform, whereas if it’s a phone interview, you will need to rely on verbal affirmations that you are listening and following along, while also being mindful not to interrupt the participant while they are speaking.

Power Dynamics

Researchers need to be aware of how your role, background, and identity might influence the power dynamics of the interview. You can attempt to address power dynamics by sharing research goals transparently and addressing any potential concerns about bias a participant shares.

We are responsible for creating a safe and inclusive space for our interviews. You do this through the use of inclusive language, listening actively without judgment, and being flexible to accommodate different ways of knowing and expressing experiences. You should also empower participants as collaborators whenever possible . You can offer opportunities for participants to share feedback on the interview process and analysis. Doing this validates participants’ experiences and knowledge and ensures their voices are heard and valued.

Post-Interview Actions

You have a number of options for actions that can close the loop of your interviews with participants in line with the “feedback” the model suggests is a critical part of communication. Some tactics you can consider following your interview include:

• Debriefing Dedicate a few minutes at the end to discuss the participant’s overall experience, impressions, and suggestions for future interviews.
• Short surveys Send a brief survey via email or an online platform to gather feedback on the interview experience.
• Follow-up calls Consider follow-up calls with specific participants to delve deeper into their feedback and gain additional insight if you find that is warranted.
• Thank you emails Include a “feedback” section in your thank you email, encouraging participants to share their thoughts on the interview.

You also need to do something with the feedback you receive. Researchers and product teams should make time for reflexivity and critical self-awareness.

As practitioners in a human-focused field, we are expected to continuously examine how our assumptions and biases might influence our interviews and findings. “

We shouldn’t practice our craft in a silo. Instead, seeking feedback from colleagues and mentors to maintain ethical research practices should be a standard practice for interviews and all UX research methods.

By considering interviews as an ongoing transaction and exchange of ideas rather than a unidirectional Q&A, UX researchers can create a more communicative and engaging environment. You can see how models of communication have informed best practices for interviews. With a better knowledge of the Transactional Model, you can go deeper and check your work against the framework of the model.

The Transactional Model of Communication reminds us to acknowledge the feedback loop even in seemingly one-way communication methods like surveys. Instead of merely sending out questions and collecting responses, we need to provide space for respondents to voice their thoughts and opinions freely. When we make participants feel heard, engagement with our surveys should increase, dropouts should decrease, and response quality should improve.

Like other methods, surveys involve the researcher(s) creating the instructions and questionnaire (sender), the survey, including any instructions, disclaimers, and consent forms (the message), how the survey is administered, e.g., online, in person, or pen and paper (the channel), the participant (receiver), potential misunderstandings or distractions (noise), and responses (feedback).

Designing the Survey

Understanding the Transactional Model will help researchers design more effective surveys. Researchers are encouraged to be aware of both their role as the sender and to anticipate the participant’s perspective as the receiver. Begin surveys with clear instructions, explaining why you’re conducting the survey and how long it’s estimated to take. This establishes a more communicative relationship with respondents right from the start. Test these instructions with multiple people prior to launching the survey.

Crafting Questions

The questions should be crafted to encourage feedback and not just a simple yes or no. You should consider asking scaled questions or items that have been statistically validated to measure certain attributes of users.

For example, if you were looking deeper at a mobile banking application, rather than asking, “Did you find our product easy to use?” you would want to break that out into multiple aspects of the experience and ask about each with a separate question such as “On a scale of 1–7, with 1 being extremely difficult and 7 being extremely easy, how would you rate your experience transferring money from one account to another?” .

Reducing ‘noise,’ or misunderstandings, is crucial for increasing the reliability of responses. Your first line of defense in reducing noise is to make sure you are sampling from the appropriate population you want to conduct the research with. You need to use a screener that will filter out non-viable participants prior to including them in the survey. You do this when you correctly identify the characteristics of the population you want to sample from and then exclude those falling outside of those parameters.

Additionally, you should focus on prioritizing finding participants through random sampling from the population of potential participants versus using a convenience sample, as this helps to ensure you are collecting reliable data.

When looking at the survey itself, there are a number of recommendations to reduce noise. You should ensure questions are easily understandable, avoid technical jargon, and sequence questions logically. A question bank should be reviewed and tested before being finalized for distribution.

For example, question statements like “Do you use and like this feature?” can confuse respondents because they are actually two separate questions: do you use the feature, and do you like the feature? You should separate out questions like this into more than one question.

You should use visual aids that are relevant whenever possible to enhance the clarity of the questions. For example, if you are asking questions about an application’s “Dashboard” screen, you might want to provide a screenshot of that page so survey takers have a clear understanding of what you are referencing. You should also avoid the use of jargon if you are surveying a non-technical population and explain any terminology that might be unclear to participants taking the survey.

The Transactional Model suggests active participation in communication is necessary for effective communication . Participants can become distracted or take a survey without intending to provide thoughtful answers. You should consider adding a question somewhere in the middle of the survey to check that participants are paying attention and responding appropriately, particularly for longer surveys.

This is often done using a simple math problem such as “What is the answer to 1+1?” Anyone not responding with the answer of “2” might not be adequately paying attention to the responses they are providing and you’d want to look closer at their responses, eliminating them from your analysis if deemed appropriate.

Encouraging Feedback

While descriptive feedback questions are one way of promoting dialogue, you can also include areas where respondents can express any additional thoughts or questions they have outside of the set question list. This is especially useful in online surveys, where researchers can’t immediately address participant’s questions or clarify doubts.

You should be mindful that too many open-ended questions can cause fatigue , so you should limit the number of open-ended questions. I recommend two to three open-ended questions depending on the length of your overall survey.

Post-Survey Actions

After collecting and analyzing the data, you can send follow-up communications to the respondents. Let them know the changes made based on their feedback, thank them for their participation, or even share a summary of the survey results. This fulfills the Transactional Model’s feedback loop and communicates to the respondent that their input was received, valued, and acted upon.

You can also meet this suggestion by providing an email address for participants to follow up if they desire more information post-survey. You are allowing them to complete the loop themselves if they desire.

Applying the transactional model to surveys can breathe new life into the way surveys are conducted in UX research. It encourages active participation from respondents, making the process more interactive and engaging while enhancing the quality of the data collected. You can experiment with applying some or all of the steps listed above. You will likely find you are already doing much of what’s mentioned, however being explicit can allow you to make sure you are thoughtfully applying these principles from the field communication.

Usability Testing

Usability testing is another clear example of a research method highlighting components of the Transactional Model. In the context of usability testing, the Transactional Model of Communication’s application opens a pathway for a richer understanding of the user experience by positioning both the user and the researcher as sender and receiver of communication simultaneously.

Here are some ways a researcher can use elements of the Transactional Model during usability testing:

Task Assignment as Message Sending

When a researcher assigns tasks to a user during usability testing, they act as the sender in the communication process. To ensure the user accurately receives the message, these tasks need to be clear and well-articulated. For example, a task like “Register a new account on the app” sends a clear message to the user about what they need to do.

You don’t need to tell them how to do the task, as usually, that’s what we are trying to determine from our testing, but if you are not clear on what you want them to do, your message will not resonate in the way it is intended. This is another area where a dry run in advance of the testing is an optimal solution for making sure tasks are worded clearly.

Observing and Listening as Message Receiving

As the participant interacts with the application, concept, or design, the researcher, as the receiver, picks up on verbal and nonverbal cues. For instance, if a user is clicking around aimlessly or murmuring in confusion, the researcher can take these as feedback about certain elements of the design that are unclear or hard to use. You can also ask the user to explain why they are giving these cues you note as a way to provide them with feedback on their communication.

Real-time Interaction

The transactional nature of the model recognizes the importance of real-time interaction. For example, if during testing, the user is unsure of what a task means or how to proceed, the researcher can provide clarification without offering solutions or influencing the user’s action. This interaction follows the communication flow prescribed by the transactional model. We lose the ability to do this during unmoderated testing; however, many design elements are forms of communication that can serve to direct users or clarify the purpose of an experience (to be covered more in article two).

In usability testing, noise could mean unclear tasks, users’ preconceived notions, or even issues like slow software response. Acknowledging noise can help researchers plan and conduct tests better. Again, carrying out a pilot test can help identify any noise in the main test scenarios, allowing for necessary tweaks before actual testing. Other forms of noise can be less obvious but equally intrusive. For example, if you are conducting a test using a Macbook laptop and your participant is used to a PC, there is noise you need to account for, given their unfamiliarity with the laptop you’ve provided.

The fidelity of the design artifact being tested might introduce another form of noise. I’ve always advocated testing at any level of fidelity, but you should note that if you are using “Lorem Ipsum” or black and white designs, this potentially adds noise.

One of my favorite examples of this was a time when I was testing a financial services application, and the designers had put different balances on the screen; however, the total for all balances had not been added up to the correct total. Virtually every person tested noted this discrepancy, although it had nothing to do with the tasks at hand. I had to acknowledge we’d introduced noise to the testing. As at least one participant noted, they wouldn’t trust a tool that wasn’t able to total balances correctly.

Under the Transactional Model’s guidance, feedback isn’t just final thoughts after testing; it should be facilitated at each step of the process. Encouraging ‘think aloud’ protocols , where the user verbalizes their thoughts, reactions, and feelings during testing, ensures a constant flow of useful feedback.

You are receiving feedback throughout the process of usability testing, and the model provides guidance on how you should use that feedback to create a shared meaning with the participants. You will ultimately summarize this meaning in your report. You’ll later end up uncovering if this shared meaning was correctly interpreted when you design or redesign the product based on your findings.

We’ve now covered how to apply the Transactional Model of Communication to three common UX Research methods. All research with humans involves communication. You can break down other UX methods using the Model’s factors to make sure you engage in high-quality research.

Analyzing and Reporting UX Research Data Through the Lens of the Transactional Model

The Transactional Model of Communication doesn’t only apply to the data collection phase (interviews, surveys, or usability testing) of UX research. Its principles can provide valuable insights during the data analysis process.

The Transactional Model instructs us to view any communication as an interactive, multi-layered dialogue — a concept that is particularly useful when unpacking user responses. Consider the ‘message’ components: In the context of data analysis, the messages are the users’ responses. As researchers, thinking critically about how respondents may have internally processed the survey questions, interview discussion, or usability tasks can yield richer insights into user motivations.

Understanding Context

Just as the Transactional Model emphasizes the simultaneous interchange of communication, UX researchers should consider the user’s context while interpreting data. Decoding the meaning behind a user’s words or actions involves understanding their background, experiences, and the situation when they provide responses.

Deciphering Noise

In the Transactional Model, noise presents a potential barrier to effective communication. Similarly, researchers must be aware of snowballing themes or frequently highlighted issues during analysis. Noise, in this context, could involve patterns of confusion, misunderstandings, or consistently highlighted problems by users. You need to account for this, e.g., the example I provided where participants constantly referred to the incorrect math on static wireframes.

Considering Sender-Receiver Dynamics

Remember that as a UX researcher, your interpretation of user responses will be influenced by your understandings, biases, or preconceptions, just as the responses were influenced by the user’s perceptions. By acknowledging this, researchers can strive to neutralize any subjective influence and ensure the analysis remains centered on the user’s perspective. You can ask other researchers to double-check your work to attempt to account for bias.

For example, if you come up with a clear theme that users need better guidance in the application you are testing, another researcher from outside of the project should come to a similar conclusion if they view the data; if not, you should have a conversation with them to determine what different perspectives you are each bringing to the data analysis.

Reporting Results

Understanding your audience is crucial for delivering a persuasive UX research presentation. Tailoring your communication to resonate with the specific concerns and interests of your stakeholders can significantly enhance the impact of your findings. Here are some more details:

• Identify Stakeholder Groups Identify the different groups of stakeholders who will be present in your audience. This could include designers, developers, product managers, and executives.
• Prioritize Information Prioritize the information based on what matters most to each stakeholder group. For example, designers might be more interested in usability issues, while executives may prioritize business impact.
• Adapt Communication Style Adjust your communication style to align with the communication preferences of each group. Provide technical details for developers and emphasize user experience benefits for executives.

Acknowledging Feedback

Respecting this Transactional Model’s feedback loop, remember to revisit user insights after implementing design changes. This ensures you stay user-focused, continuously validating or adjusting your interpretations based on users’ evolving feedback. You can do this in a number of ways. You can reconnect with users to show them updated designs and ask questions to see if the issues you attempted to resolve were resolved.

Another way to address this without having to reconnect with the users is to create a spreadsheet or other document to track all the recommendations that were made and reconcile the changes with what is then updated in the design. You should be able to map the changes users requested to updates or additions to the product roadmap for future updates. This acknowledges that users were heard and that an attempt to address their pain points will be documented.

Crucially, the Transactional Model teaches us that communication is rarely simple or one-dimensional. It encourages UX researchers to take a more nuanced, context-aware approach to data analysis, resulting in deeper user understanding and more accurate, user-validated results.

By maintaining an ongoing feedback loop with users and continually refining interpretations, researchers can ensure that their work remains grounded in real user experiences and needs. “

Tracking Your Application of the Transactional Model to Your Practice

You might find it useful to track how you align your research planning and execution to the framework of the Transactional Model. I’ve created a spreadsheet to outline key factors of the model and used this for some of my work. Demonstrated below is an example derived from a study conducted for a banking client that included interviews and usability testing. I completed this spreadsheet during the process of planning and conducting interviews. Anonymized data from our study has been furnished to show an example of how you might populate a similar spreadsheet with your information.

You can customize the spreadsheet structure to fit your specific research topic and interview approach. By documenting your application of the transactional model, you can gain valuable insights into the dynamic nature of communication and improve your interview skills for future research.

You can use the suggested columns from this table as you see fit, adding or subtracting as needed, particularly if you use a method other than interviews. I usually add the following additional Columns for logistical purposes:

• Date of Interview,
• Participant ID,
• Interview Format (e.g., in person, remote, video, phone).

By incorporating aspects of communication theory into UX research, UX researchers and those who work with UX researchers can enhance the effectiveness of their communication strategies, gather more accurate insights, and create better user experiences. Communication theory provides a framework for understanding the dynamics of communication, and its application to UX research enables researchers to tailor their approaches to specific audiences, employ effective interviewing techniques, design surveys and questionnaires, establish seamless communication channels during usability testing, and interpret data more effectively.

As the field of UX research continues to evolve, integrating communication theory into research practices will become increasingly essential for bridging the gap between users and design teams, ultimately leading to more successful products that resonate with target audiences.

As a UX professional, it is important to continually explore and integrate new theories and methodologies to enhance your practice . By leveraging communication theory principles, you can better understand user needs, improve the user experience, and drive successful outcomes for digital products and services.

Integrating communication theory into UX research is an ongoing journey of learning and implementing best practices. Embracing this approach empowers researchers to effectively communicate their findings to stakeholders and foster collaborative decision-making, ultimately driving positive user experiences and successful design outcomes.

References and Further Reading

• The Mathematical Theory of Communication (PDF), Shannon, C. E., & Weaver, W.
• From organizational effectiveness to relationship indicators: Antecedents of relationships, public relations strategies, and relationship outcomes , Grunig, J. E., & Huang, Y. H.
• Communication and persuasion: Psychological studies of opinion change, Hovland, C. I., Janis, I. L., & Kelley, H. H. (1953). Yale University Press
• Communication research as an autonomous discipline, Chaffee, S. H. (1986). Communication Yearbook, 10, 243-274
• Interpersonal Communication: Everyday Encounters (PDF), Wood, J. (2015)
• Theories of Human Communication , Littlejohn, S. W., & Foss, K. A. (2011)
• McQuail’s Mass Communication Theory (PDF), McQuail, D. (2010)
• Bridges Not Walls: A Book About Interpersonal Communication , Stewart, J. (2012)

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‘Children are being used as a football’: Hilary Cass on her review of gender identity services

Paediatrician’s anger about how NHS England has cared for generation of vulnerable children is barely disguised

I n the autumn of 2019, leading consultant paediatrician Hilary Cass agreed to conduct a review of international research into puberty blockers for NHS England. She expected it to be a short, straightforward task.

“I thought it would be couple of afternoons a month for six months and then I could go home and get on with my retirement,” she said, laughing wryly, on the morning before the publication of her review into gender identity services, a project that has become one of the most controversial evidence review projects in recent medical history.

The work has developed into “a 24-hour a day obsession to try to help improve things” and has placed her at the vortex of a debate she describes as toxic, politicised and ideological.

Cass’s review is written in a calmly clinical tone but there are moments when her anger about how NHS England has cared for a generation of vulnerable children is barely disguised.

Clinicians have become “fearful”. The available evidence is “poor” . Her efforts to conduct a vital and comprehensive study into the outcomes of all 9,000 children and adolescents treated at the Tavistock and Portman gender identity development service (Gids) clinic between 2009 and 2020 were “thwarted”.

Cass knows her recommendations will be hugely controversial and that some children waiting for treatment will be dismayed by her conclusions but she is adamant that she has young people’s best interests at heart.

“We’ve let them down because the research isn’t good enough and we haven’t got good data,” she said.

“The toxicity of the debate is perpetuated by adults, and that itself is unfair to the children who are caught in the middle of it. The children are being used as a football and this is a group that we should be showing more compassion to.”

The scope of her review is huge; she has set out to review all the available evidence on which gender medicine has been based globally, as well as trying to answer the puzzling question of why the numbers of children seeking referrals to gender clinics in the UK and in other developed countries began an exponential rise in around 2014, and why so many more girls began seeking treatment. (In 2011-12 there were just under 250 referrals to the service; in 2021-22 this had risen to more than 5,000 referrals.)

She has also been charged with making clear recommendations about how services can be improved, in the wake of the closure of the Tavistock clinic’s Gids clinic last month, a closure which came about as a result of her interim research. In the future she wants services to offer a broad range of interventions, rather that having “tunnel vision” on gender.

She is not even sure that future clinics should have gender in the name, noting that we should “move away from just calling these gender services because young people are not just defined by their gender”.

Cass says it is not her job to comment on whether some professionals should face disciplinary proceedings for their role in what has gone wrong.

“I don’t think you can point a finger at anyone in particular; it’s been a system failure,” she said.

“The toxicity of the debate has been so great that people have become afraid to work in this area.”

Medical professionals experienced a sense of fear “of being called transphobic if you take a more cautious approach”, she said.

Others were worried that they might be accused of conducting “conversion therapy if, again, they take a cautious or exploratory approach” and some clinicians expressed “fearfulness about what colleagues might say if they speak up and express an opinion that is not consistent with theirs”.

The consequence of this rising nervousness among clinicians over the past 15 years has been that many children exploring their gender (which Cass describes as “a normal process” in adolescence, not necessarily requiring any NHS input) have been prematurely diverted towards chronically oversubscribed specialist clinics, and left sitting on waiting lists for years, without any support.

“There are many more young people now who question their gender; what’s really important is they have a space to be able to talk to somebody about that and to work that through.

“The problem has been that whilst they’ve sat on a waiting list, they just haven’t had that help. They’ve just had the internet to help them and that’s not always helpful.

“Sometimes they’ve come to a premature conclusion and foreclosed options, when there might have been many different ways of resolving their distress. The aspiration – and I’m under no illusions this is going to happen quickly – is that they should have someone to talk to much earlier on before they narrow their options.”

Cass believes that for a minority of young people medical transition will be the right option, but she is clear that there is no solid evidence basis justifying the use of hormones for children and adolescents.

Her earlier research has led to a decision by NHS England to stop prescribing puberty blockers to children and the new research recommends “extreme caution” before prescribing masculinising and feminising hormones to under-18s.

“We’ve got it locked into this focus on medical interventions. And certainly some of the young adults said to us, they wish they’d known when they were younger, that there were more ways of being trans than just a binary medical transition,” she said.

A long section of her report looks at whether nature, nurture or other factors best help explain the soaring numbers of referrals to gender clinics. Cass’s conclusions are nuanced, but she acknowledges that Generation Z are facing unprecedented exposure to social media and the internet.

“It’s a social experiment – we don’t know what that’s done for the generation that’s coming through – what has been good and what is bad,” she said.

“Biology hasn’t changed in the last few years so it’s not that that’s changed things … we do have to think very seriously about the impact of social media, not just in terms of influencers, but about the effect of long hours on social media.”

She added: “There was some very dangerous influencing going on. Some of them give them very unbalanced information. Some were told parents would not understand so that they had to actively separate from their parents or distance their parents; all the evidence shows that that family support is really key to people’s wellbeing,” she said.

She acknowledged that some children may have been harmed by being misprescribed hormone treatments, but she said it was impossible to say how many. “We really don’t know how many children have benefited versus how many children and young people have been harmed because we haven’t got the adequate follow-through data. We urgently need to get that information.”

It was “unbelievably disappointing” that the research study she had hoped to conduct to look at the outcomes of 9,000 former Tavistock patients had been blocked by the adult gender clinics, who refused to contact former patients for permission on her behalf.

The former health secretary Sajid Javid had changed legislation to allow researchers to link pre- and post-transition NHS numbers, but the research had to be abandoned when all but one of the adult clinics refused to cooperate, Cass said.

“I do think it was coordinated. It seemed to me to be ideologically driven,” she said. “There was no substantive reason for it. So I can only really conclude that it was because they didn’t feel that it was the right thing to do to try and nail down this data.”

Cass said she had a distant relative who had had a trans identity, but that her outlook had not been influenced by this connection.

“They were of a different generation and transitioned very late in life; I don’t think there were any transferrable messages really, to sort of this group of young people,” she said.

• Transgender
• Young people

More on this story

No case for closing Scotland’s only NHS gender services clinic, says first minister

Veteran trans campaigner: ‘Cass review has potential for positive change’

Cass review must be used as ‘watershed moment’ for NHS gender services, says Streeting

‘This isn’t how good scientific debate happens’: academics on culture of fear in gender medicine research

Five thousand children with gender-related distress awaiting NHS care in England

Ban on children’s puberty blockers to be enforced in private sector in England

What Cass review says about surge in children seeking gender services

Adult transgender clinics in England face inquiry into patient care

Thousands of children unsure of gender identity ‘let down by NHS’, report finds

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• ACS Publications

Meet Randall J. Platt, Winner of the 2024 ACS Synthetic Biology Young Innovator Award

• Apr 16, 2024

Prof. Platt is recognized for his focus on developing and applying cutting-edge gene editing and synthetic biology technologies that address urgent and fundamental needs in biomedical research. In this interview, he speaks about his career and offers advice to early researchers.

ACS Synthetic Biology , in partnership with The American Institute of Chemical Engineers, is proud to announce the winner of the 2024 ACS Synthetic Biology Young Innovator Award:

Prof. Randall J. Platt, ETH Zurich, Switzerland

This award recognizes an outstanding early career investigator conducting research in any area of synthetic biology. Prof. Platt is recognized for his focus on developing and applying cutting-edge gene editing and synthetic biology technologies that address urgent and fundamental needs in biomedical research. His track record demonstrates a series of impactful innovations, including two lines of research that revolutionized how we interrogate gene function and record gene expression information in the DNA of living cells.

Prof. Platt will be honored during the 2024 Synthetic Biology: Engineering, Evolution & Design (SEED) meeting on June 24 – 27, 2024, in Atlanta, Georgia. Learn more about Prof. Platt and his research below.

Prof. Platt is an Associate Professor of Biological Engineering at the ETH Zurich; Associate Professor at the University of Basel; Botnar Research Center for Child Health Investigator; and NCCR Molecular Systems Engineering Investigator. He aims to develop genetic perturbation and cellular programming technologies for diagnostics and therapeutics primarily in the areas of brain science and gut microbiome. Prof. Platt’s major research interests include biological engineering, synthetic biology, functional genomics, and molecular medicine. His core research themes include engineering microbial cells to record and manipulate intestinal physiology and the gut microbiota; the development of new gene editing methods with a particular focus on in vivo and multiplexing applications; and high throughput forward genetic screening in vivo in animal models to identify disease drivers, diagnostic biomarkers, drug targets, and delivery vectors.

Prof. Platt’s research accomplishments have earned numerous distinctions, including the MIT Technology Review’s Innovators Under 35, Eppendorf Award for Young European Investigators, Stanisław Lem European Research Prize, EMBO Young Investigator, and ETH Zurich Latsis Prize.

Read the Interview with Prof. Platt

What does this award mean to you.

I am incredibly grateful for this award. To me, the award validates that the work my lab has been doing is appreciated by the community and is hopefully advancing science in some small way.

How would you describe your research to someone outside your field of research?

We develop tools to manipulate genes and cells in ways that were not previously possible. For example, with one of the technologies we developed, called Record-seq, we can make bacterial cells record their gene expression, captured as snippets of RNA that are converted to DNA and archived within their genomes. Through DNA sequencing we can then reveal the history of a population of bacterial cells. This is useful for understanding the behavior of bacteria as well as understanding the environments they live in, such as the human gastrointestinal tract. We are currently working on using this technology to engineer living bacterial diagnostics and therapeutics.

What do you think is the biggest challenge currently in your area of research?

One of the biggest challenges in my research area is realizing the long-term translational potential of Record-seq as well as living diagnostics and therapeutics. Converting academic innovations to medical products that help patients, especially when they are based on genetically engineered bacteria and radically new technology, is not straightforward. The challenges ahead span the topics of research and development, clinical safety and efficacy, regulation by health and environmental authorities, venture financing, and business.

What is next in your research?

I am very excited to leverage Record-seq technology as a platform technology enabling the creation of living diagnostics and therapeutics that can help people. To achieve this, we are advancing the science around understanding the connection between the gut and health as well as engineering the next generation of bacterial chassis for translational applications.

Have there been any highlights in your career to date that you are especially proud of?

A big highlight of my career has been the ability to work with many excellent individuals. While experimental results and published papers are fleetingly satisfying, seeing individuals in my group become better scientists, have children, graduate, help one another, and work together towards a common goal makes me very proud and has a long-lasting impact.

What would your advice be to someone just starting out in the field?

For those new to the field, I would strongly encourage taking an interdisciplinary approach and pursuing a research direction where you see yourself being interested beyond proof of principle.

Meet Ophelia Venturelli, Winner of the 2023 ACS Synthetic Biology Young Innovator Award

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ACS Synthetic Biology

Advice for Law School Applicants on Choosing a Law Career Path

Shed your assumptions about what lawyers do to explore day-to-day work within different legal fields and law careers.

How to Choose a Law Career Path

Getty Images | iStockphoto

You don’t need to have your future career path mapped out to apply to law school , but it is helpful to have a direction in mind. Clear career goals can help you stay focused and motivated throughout the law school application process, from LSAT practice to weighing competing opportunities.

It's easier to assess whether law school is worth the investment of time, money and energy when you have a vision of what you hope to do with your degree. Applicants with clearer career goals may also have an easier time writing their personal statement and determining where to apply .

Being able to express what you hope to do with your law degree will help you make a more convincing case that you are committed to law school, whether you’re interested in public or private sector law .

Finally, clear career goals can make it easier to express why you are a good fit for where you are applying, through an essay or interview.

However, the wide range of legal fields can be daunting. Even if you take classes related to law in college, you may learn little about what lawyers do in practice.

Here are five ways to explore your law career goals:

• Question your preconceptions about legal practice.
• Think beyond your initial interests.
• Seek internships and volunteer opportunities.
• Conduct informational interviews.
• Pursue further research.

Question Your Preconceptions About Legal Practice

Many applicants’ notions of legal practice come from the dramatized courtroom battles that are a staple of popular culture. But litigation looks a lot different in real life, and most lawyers spend little – if any – time in court.

There aren’t many television shows about mergers and acquisitions, tax law or estate law, but there are good reasons why these specialties attract many lawyers.

So, don’t be afraid to expand your idea of what lawyers do beyond what you’ve seen in the books, films or television series that inspired you to pursue law school.

Think Beyond Your Initial Interests

Many applicants gravitate toward topics they feel passionate about, like constitutional law, entertainment law or environmental law . But when they start internships and entry-level positions, they may find that the realities of legal work differ from their expectations. Entertainment lawyers spend a lot more time negotiating contracts with other lawyers than hobnobbing with celebrities.

Law is a diverse field, and many lawyers ultimately find fulfillment through some mix of intellectual challenge, rewarding work and meaningful relationships with colleagues and clients. But how do you find the area of law that is right for you ?

First, think about what kind of work and environment you would enjoy on a day-to-day basis. What is an average day at your dream job like? What activities take up your time? What are the challenges and rewards? How much time is spent with colleagues and clients? How much of the work is collaborative or adversarial, self-directed or cooperative? How much risk are you comfortable with?

Seek Internships and Volunteer Opportunities

There’s no substitute for first-hand experience. Before applying to law school, look for opportunities to help out at legal offices or organizations. Not only will you gain potential recommenders and excellent material for a personal statement , but you will get ideas for what kinds of legal work you are most interested in and what kinds of environments allow you to thrive.

Admissions officers appreciate work experience . But even if you can’t find a full-time position, see if you can spend just a week or two lending a hand and getting an inside look into how law offices work.

Conduct Informational Interviews

Reach out to people with careers that interest you. Send a polite request over email or social media and ask for an informational interview. Be clear, direct and respectful. Make clear that you are not asking for any favors besides a quick coffee or a brief phone call.

Do your homework and prepare several open-ended questions like: What has been the biggest surprise about your job? How do you know if you’re doing a good job? How do you think your job will change over the next decade? What qualities would set someone in your position up for success?

Not everyone will be open or candid, but you may end up with inside advice about not only whether a field is right for you but also what skills and experiences to highlight on your resume .

Pursue Further Research

The internet has no shortage of personal opinions and views about everything, including legal work. Beyond U.S. News & World Report resources , you can easily access articles and posts from lawyers, law firms and legal news sites.

Don’t worry if your research turns up more questions than answers. In law school, you will have plenty of time and resources for further exploration, like clinics and career services. While it’s helpful to have some informed ideas about your future career, it’s best to arrive at law school with an open mind. 

Questions to Ask If You Want to Be a Lawyer

Tags: law school , careers , graduate schools , education , students

About Law Admissions Lowdown

Law Admissions Lowdown provides advice to prospective students about the law school application process, LSAT prep and potential career paths. Previously authored by contributors from Stratus Admissions Counseling, the blog is currently authored by Gabriel Kuris, founder of Top Law Coach , an admissions consultancy. Kuris is a graduate of Harvard Law School and has helped hundreds of applicants navigate the law school application process since 2003. Got a question? Email [email protected] .

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