Archive for the 'User Research Interviewing' Category

Well, thank you for joining us
By Steve Portigal at 11:33 am, Friday May 11 2012

For a little Friday Fun, here’s Mike Birbiglia‘s new short film from This American Life LIVE (if you are in the US, Canada, or Australia, I highly encourage you to find a screening near you for this next Tuesday; truly a wonderful entertainment and storytelling experience).

In this short and gently comedic film, Birbiglia pokes fun at some the norms of interviewing (and being interviewed).

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Video now available from Steve’s talk at Mozilla
By Steve Portigal at 12:48 pm, Wednesday May 09 2012

Last week I visited Mozilla’s beautiful, dog-friendly offices to talk with their user researchers and designers. They’ve just posted the video from my presentation of We’ve done all this research, now what?

Note: the slides are included in the video but for easier viewing check out a similar presentation here.

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Tell Us Your War Story
By Steve Portigal at 8:49 am, Wednesday May 09 2012
Part 4 of 4 in the series War Stories

Fill out my online form.

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Tamara’s War Story: What the Hell? Don’t you knock?
By Tamara Christensen at 10:53 am, Monday May 07 2012
Part 3 of 4 in the series War Stories

My first trip to New Jersey for fieldwork involved two memorable events: a blizzard and a bathroom blitz.

Two days before we departed for New Jersey I received an email request from my client to rent the biggest SUV available. A huge snowstorm was pounding the Northeast and he wanted to feel safe as we ventured into the streets and highways of various townships for a week of in-home interviews. I obliged and was glad I did. The evening we arrived we found the streets covered with snow and the plows were evidently having trouble keeping up.

I kept getting rescheduling calls from the recruiter. Participants were cancelling because of the weather. This seemed strange given the fact that WE were the ones travelling to their homes and they didn’t have to go anywhere! It felt like a game of musical chairs as we continually shifted and rescheduled. It was impossible to predict if we would be able to complete the targeted number of interviews during our weeklong visit. In fact, it was even difficult to predict if we would be able to leave town at the end of the week because the airport was cancelling flights every day.

There were three of us in the field: myself, a videographer, and the client. We all met for breakfast the first morning while the car warmed up. It took 30 minutes to melt the layers of ice that had accumulated overnight on the windshield. Fortunately the heater had kicked in by the time we all piled into the SUV and headed out for our first interview of the week, giving ourselves ample time to arrive at our destination.

Instead of the 30 minutes suggested by Google Maps, we arrived an hour later at our destination, a narrow residential street of two-story beige brick duplexes still decorated for the Christmas holiday. Plows had left six foot tall snowbanks on either side of the street and cars were parked in tight spaces carved out by the residents. Sadly it appeared that most of those residents didn’t have an SUV as big as our rental. We circled the area for fifteen minutes before we found a gap large enough to park in.

We were there to interview a young woman in her 20s, a nurse. She welcomed us into the living room where we set up our cameras and found places to sit among the teddy bear collection and floor-to-ceiling cabinet containing an homage to Michael Jackson. Her mother appeared in a short fuzzy black robe. “I’ve been doing focus groups for years. No one ever asked to come to this house before. Why do you want to go to people’s houses?” We explained the nature of our visit and commenced with the interview.

For the first half hour of the interview the mother came in and out of the room, answering and asking questions and reiterating her concerns about our presence and intentions. The daughter kept urging her mother out of the room. “We always meet at Dunkin Donuts. That’s the place to go. MA! They’re here to talk to me. Let me do this!”…”I always stop on my way to work to pick up an iced tea. MA! Go get dressed already!”…”I love those little facts on the lid. They are so cute. MA! Enough! Quit interrupting us!” No matter what the daughter said, the mother would return every few minutes to listen and contribute.

I realized shortly into the interview that, in our flurry of inclement travel, I had neglected to honor one of the cardinal rules of interviewing: “Go before you arrive.” I ignored my biological needs as long as I could but the morning’s coffee didn’t help. I finally had to excuse myself for a restroom break.

“It’s just there in the hall, on the right” said the nurse, pointing down the mirrored hallway.

I excused myself and walked up to bathroom door. It was open a few inches so I pushed it. There in the bright pink and black tiled bathroom stood the mother, facing the toilet with her little black robe hiked up above the waist, her backside completely exposed. She turned before I could retreat. “What the Hell? Don’t you knock?” I felt blood rush warmly to my face.

“I’m so sorry” I said, backing out and closing the door behind (or rather, in front of) me. “I’m so sorry” I continued, “the door was open. I didn’t realize anyone was in there. I’m so sorry.”

I swiftly returned to the living room.

“I’m so sorry,” I told the nurse. “The door was open a crack so I just went in and I walked in on your mother. I am sure I’ve upset her.”

“Ha! Don’t worry. She’ll be fine” she consoled me. “Maybe she’ll leave us alone now.”

I wasn’t sure I would be fine. I tried to concentrate on the interview, the purpose of our visit, the friendly nurse who gave us a detailed tour of the kitchen drawers. But images of her mother’s bare behind kept flashing in my mind. She was right, sort of, about her mother leaving us alone. For the remaining hour we didn’t hear a word from the woman, though she kept appearing (now fully clothed) wherever we were. She said nothing. She just looked at me with a glare that felt as icy as the windshield that awaited us outside.

Our first stop was a Dunkin Donuts where I was finally able to relieve myself.

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Steve’s War Story: It’s All Going To Burn
By Steve Portigal at 9:37 am, Thursday May 03 2012
Part 2 of 4 in the series War Stories

My colleague and I showed up to learn about our research participant’s smart house. In the initial part of the interview, just trying to learn a bit about the family before we learned about the house, the participant (I’ll call him Jon) told me they home-schooled their kids. I was young and naïve enough that I didn’t have a clue what other factors that typically signifies. When I asked about why they made that decision, Jon really snarled at me, I think because he was far more interested in showing me his gear than talking about his family, but I just explained that we wanted to learn about him as well. He told me that they didn’t support the school system and their attitude towards alternative lifestyles. That’s when I realized I was in an environment where the values were just really different than my own. Okay, no problem, that’s par for the course for the job. We spent a good long time after that checking out the details of a really incredible smart home system that he had built, cobbled, and coded together. Really incredible. Yet there was a constant theme of monitoring and control, of using the technology to check up on the kids from other rooms. Still, all good information. As we were getting to the reflective part of the interview, wrapping up or nearly so, Jon abruptly changed gears mid-explanation.

Jon: “Of course, none of this really matters because it’s all going to burn.”

Me + Colleague: [Puzzled silence]

Jon: “And now I have a question for you fellas: Have you accepted Christ as your savior?”

In my life in general, this is the sort of question I’m utterly unprepared for. In this interview, I knew it was coming, some part of my body was tense from the discussion of the rationale for home schooling, knowing that I was in a slightly vulnerable situation that was going to emerge at some point. So while I was dreading it all along, perhaps it came as some kind of relief. Watching the video later, I saw the most deadpan version of myself I’d ever seen: “…………Well…..perhaps that’s a question for another time.”

I was stuck, I couldn’t dishonor all the rapport-building and honest curiosity I’d been exhibiting for the past two hours, but now we were trapped. My colleague fell back in helpless reflecting-back, I kept waiting for my opening for the “Well….time to go…” but Jon really wanted to talk to us about what we should be doing and thinking, with respect to Christ. It seems this went on for a very long time, but we finally made it to the doorway. Jon asked us to wait, and went off to get something. We should have made a break for it, but we were too struck by the requirements of politeness in our researcher role. He returned with some bible-related literature and exhorted us – in terms that would make the Glengarry Glen Ross salesmen proud – to follow up. Another eternity (if you will) and we were finally able to step away.

We made it to the car, drove a block and erupted in hysterical, gasping laughter. It was the laughter of relief, the kind of manic giggling you’d get from 10-year-olds who just got away from the angry shopkeeper. We had some choice words about Jon, once we were safe.

The experience was terribly uncomfortable; I could not find a way to follow my own values as a researcher and still protect myself from a conversation that was personally risky (as a Jew, I’ve had my share of proselytizing/Hell/Christ “discussions” and really don’t ever want to have one again). As a researcher, I am interested in and have respect for Jon’s views on his family, his home, education, and the afterlife. But as a person, I just don’t want to have to reveal my own beliefs or defend them, especially in this sort of setting.

This was more than 10 years ago, I wonder how I would it handle it now.

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Announcing: War Stories
By Steve Portigal at 5:04 pm, Monday April 30 2012
Part 1 of 4 in the series War Stories

We love stories, and in our work as ethnographers, we love war stories about fieldwork. These experiences – the crazy household, the dog that does his business on your shoes, the GPS failure – are inevitable and are often (at least in hindsight) hilarious. Exchanging these stories is a way of socializing our technique and creating learning opportunities for both tellers and listeners. A culture of exchange – wherever we can find it – is going to help us grow our own skills.

Through this series, we’ll be sharing our own war stories and those of other researchers. Watch this space for the first few war stories, and some info about how you can get your own fieldwork war story published here.

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Interviewing past the platitudes
By Steve Portigal at 7:52 am, Monday March 05 2012

From this past Sunday’s New York Times, a review of Craig Taylor’s “Londoners”:

Taylor devoted five years to collecting the material for “Londoners.” He gathered stories from all 32 boroughs, conducting formal interviews with more than 200 people, running through 300 tape-recorder batteries and taking down enough notes to generate transcripts of more than 950,000 words. Fewer than half the people he talked to made the final cut. Some interviews took months to set up and lasted just a few minutes. Others went on for hours.

The reviewer, a journalist herself, makes an excellent point about the challenges in interviewing:

Anyone who conducts interviews for a living knows how hard it can sometimes be to get subjects to move past cant and cliché, to leave the platitudes and drive on to the good stuff. (How many articles feature people expressing “shock and sadness” at their neighbors’ personal tragedies or noting that a murder victim “kept to himself”?)

Collecting soundbites is easy; the trope of the soundbite is so well-entrenched that most anyone will perform one in the right circumstances. Sometimes those soundbites feel – to the interviewer – like nuggets. It’s up to us to understand the difference between performance that we’re eliciting and a comment or observation that leads us towards insight.

Note: For more “Londoners” Taylor himself has an essay elsewhere in Sunday’s paper.

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Seventeen types of interviewing questions
By Steve Portigal at 9:28 am, Tuesday February 14 2012

I’m cited in Developing Your Interviewing Skills, Part I: Preparing for an Interview, with a set of question types. The article suggests those question types are helpful in preparing an interview guide. I think they are also very helpful in the interview itself, as you will often have to probe a number of different ways to get at what you are think is interesting.

Anyway, I’m not sure where the author found that set of questions, but I’ve recently rewritten and restructured them for the book. This seemed like a great opportunity to share them with everyone. I’d love your feedback: What am I missing? Do you disagree? What else would be more helpful for readers?

Questions to gather context and collect details

  • Ask about sequence “Describe a typical workday. What do you do when you first sit down at your station?…Then what do you do next?”
  • Ask about quantity “How many files would you delete when that happens?”
  • Ask for specific examples “What is the last movie that you streamed?” – Compare this to “What movies do you stream?” The specific is easier to answer than the general and becomes a platform for follow up questions.
  • Ask for the complete list “What are all the different apps you have installed on your smartphone?” – This will require a series of follow up questions, e.g., “What else?” because few people will be able to generate an entire list of something with some prompting.
  • Ask about relationships “How do you work with new vendors?” – This general question is especially appropriate when you don’t even know enough to ask a specific question (e.g. in comparison to the earlier example about streaming movies). Better to start general than to be presumptive with a too-specific question.
  • Ask about organizational structure “Who does that department report to?”

Questions to probe on what’s unsaid

  • Ask for clarification “When you refer to “that” you are talking about the newest server, right?”
  • Ask about code words/native language “Why do you call it the ‘Batcave?’”
  • Ask about emotional cues “Why do you laugh when you mention ‘Best Buy?’”
  • Ask why “I’ve tried to get my boss to adopt this format, but she just won’t do it…” “Why do you think she hasn’t?”
  • Probe delicately “You mentioned a difficult situation that changed your usage. Can you tell us what that situation was?”
  • Probe without presuming “Some people have very negative feelings about Twitter, while others don’t. What is your take?” – Rather than the direct “What do you think about Twitter?” or “Do you like Twitter?” this question introduces options that aren’t tied to the interviewer or the interviewee.
  • Explain to an outsider “Let’s say that I’ve just arrived here from another decade, how would you explain to me the difference between smartphones and tablets?”
  • Teach another “If you had to ask your daughter to operate your system, how would you explain it to her?”


Questions that create contrasts in order uncover frameworks and mental models

  • Compare processes “What’s the difference between sending your response by fax, mail or email?”
  • Compare to others “Do the other coaches also do it that way?”
  • Compare across time “How have your family photo activities changed in the past five years? How do you think they will be different give years from now?” – The second question is not intended to capture an accurate prediction. Rather, the question serves to break free from what exists now and envision possibilities that may emerge down the road. Identify the appropriately large time horizon (a year? Five years? Ten years?) that will help people to think beyond incremental change.
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