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5 Types Of Qualitative Methods

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JeffSauroOctober13,2015

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it'seasytothinkthereisonekind.

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Butjustaswithquantitativemethods,there
areactuallymanyvarietiesofqualitative
methods.

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Similartothewayyoucangroupusability
testingmethods,therearealsoanumber
ofwaystosegmentqualitativemethods.

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Apopularandhelpfulcategorizationseparatequalitativemethodsintofivegroups:ethnography,
narrative,phenomenological,groundedtheory,andcasestudy.JohnCreswelloutlinesthesefive
methodsinQualitativeInquiryandResearchDesign.

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Whilethefivemethodsgenerallyusesimilardatacollectiontechniques(observation,interviews,and
reviewingtext),thepurposeofthestudydifferentiatesthemsomethingsimilarwithdifferenttypes

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ofusabilitytests.Andlikeclassifyingdifferentusabilitystudies,thedifferencesbetweenthemethods
canbeabitblurry.Herearethefivequalitativemethodsinmoredetail.

TheDifferencebetweenObserved
andLatentVariables3daysago

1. Ethnography
EthnographicresearchisprobablythemostfamiliarandapplicabletypeofqualitativemethodtoUX

TheFacilitationSpectrum:From
BabysittertoTherapist10daysago

professionals.Inethnography,youimmerseyourselfinthetargetparticipants'environmentto

5WaystoIncreaseStudy

understandthegoals,cultures,challenges,motivations,andthemesthatemerge.Ethnographyhas

ParticipationRates17daysago

itsrootsinculturalanthropologywhereresearchersimmersethemselveswithinaculture,oftenfor
years!Ratherthanrelyingoninterviewsorsurveys,youexperiencetheenvironmentfirsthand,and
sometimesasa"participantobserver."
Forexample,onewayofuncoveringtheunmetneedsofcustomersisto"followthemhome"and
observethemastheyinteractwiththeproduct.Youdon'tcomearmedwithanyhypothesesto
necessarilytestrather,you'relookingtofindouthowaproductisused.

2. Narrative
Thenarrativeapproachweavestogetherasequenceofevents,usuallyfromjustoneortwo
individualstoformacohesivestory.Youconductindepthinterviews,readdocuments,andlookfor

TheOriginsandEvolutionofThinking
Aloud24daysago

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andusability
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themesinotherwords,howdoesanindividualstoryillustratethelargerlifeinfluencesthatcreated

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it.Ofteninterviewsareconductedoverweeks,months,orevenyears,butthefinalnarrativedoesn't

Problems

needtobeinchronologicalorder.Ratheritcanbepresentedasastory(ornarrative)withthemes,
andcanreconcileconflictingstoriesandhighlighttensionsandchallengeswhichcanbe
opportunitiesforinnovation.
Forexample,anarrativeapproachcanbeanappropriatemethodforbuildingapersona.Whilea
personashouldbebuiltusingamixofmethodsincludingsegmentationanalysisfromsurveysin
depthinterviewswithindividualsinanidentifiedpersonacanprovidethedetailsthathelpdescribe
theculture,whetherit'sapersonlivingwithMultipleSclerosis,aprospectivestudentapplyingfor
college,oraworkingmom.

3. Phenomenological
https://www.measuringu.com/blog/qualmethods.php

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Whyyouonlyneedtotestwithfive
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11/27/2016

5TypesofQualitativeMethods:MeasuringU

Whenyouwanttodescribeanevent,activity,orphenomenon,theaptlynamedphenomenological

Whatfiveuserscantellyouthat5000

studyisanappropriatequalitativemethod.Inaphenomenologicalstudy,youuseacombinationof

cannot

methods,suchasconductinginterviews,readingdocuments,watchingvideos,orvisitingplacesand
events,tounderstandthemeaningparticipantsplaceonwhatever'sbeingexamined.Yourelyon

Shouldyouuse5or7pointscales?

theparticipants'ownperspectivestoprovideinsightintotheirmotivations.

5SecondUsabilityTests

Likeotherqualitativemethods,youdon'tstartwithawellformedhypothesis.Inaphenomenological

8WaystoShowDesignChanges

study,youoftenconductalotofinterviews,usuallybetween5and25forcommonthemes,tobuild

ImprovedtheUserExperience

asufficientdatasettolookforemergingthemesandtouseotherparticipantstovalidateyour
findings.

TheFiveMostInfluentialPapersin
Usability

Forexample,there'sbeenanexplosioninthelast5yearsinonlinecoursesandtraining.Buthow

ABriefHistoryoftheMagicNumber5

dostudentsengagewiththesecourses?Whileyoucanexaminetimespentandcontentaccessed

inUsabilityTesting

usinglogdataandevenassessstudentachievementvisavisinpersoncourses,a
phenomenologicalstudywouldaimtobetterunderstandthestudentsexperienceandhowthatmay
impactcomprehensionofthematerial.

5ExamplesofQuantifyingQualitative
Data

4. Grounded Theory
Whereasaphenomenologicalstudylookstodescribetheessenceofanactivityorevent,grounded
theorylookstoprovideanexplanationortheorybehindtheevents.Youuseprimarilyinterviewsand
existingdocumentstobuildatheorybasedonthedata.Yougothroughaseriesofopenandaxial
codingtechniquestoidentifythemesandbuildthetheory.Samplesizesareoftenalsolarger
between20to60withthesestudiestobetterestablishatheory.Groundedtheorycanhelpinform
designdecisionsbybetterunderstandinghowacommunityofuserscurrentlyuseaproductor
performtasks.
Forexample,agroundedtheorystudycouldinvolveunderstandinghowsoftwaredevelopersuse
portalstocommunicateandwritecodeorhowsmallretailmerchantsapproveordeclinecustomers
forcredit.

5. Case Study

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MadefamousbytheHarvardBusinessSchool,evenmainlyquantitativeresearcherscanrelateto
thevalueofthecasestudyinexplaininganorganization,entity,company,orevent.Acasestudy
involvesadeepunderstandingthroughmultipletypesofdatasources.Casestudiescanbe
explanatory,exploratory,ordescribinganevent.TheannualCHIconferencehasapeerreviewed
trackdedicatedtocasestudies.

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Forexample,acasestudyofhowalargemultinationalcompanyintroducedUXmethodsintoan
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Summary

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Thetablebelowsummarizesthedifferencesbetweenthefivequalitativemethods.

APracticalGuideto
MeasuringUsability

Method

Focus

72AnswerstotheMost
CommonQuestionsabout
QuantifyingtheUsabilityof
WebsitesandSoftware

Ethnography

Contextorculture

Narrative

SampleSize DataCollection

Observation&
interviews

BuyonAmazon|Download

Storiesfrom

Individualexperience&

1to2

sequence

individuals&
documents

Peoplewhohave
Phenomenological experienceda

5to25

Interviews

phenomenon

GroundedTheory

Developatheoryfrom
groundedinfielddata

Interviews,then
20to60

Organization,entity,

https://www.measuringu.com/blog/qualmethods.php

openandaxial
coding
Interviews,

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11/27/2016
CaseStudy

5TypesofQualitativeMethods:MeasuringU
individual,orevent

documents,reports,
observations

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About Jeff Sauro


JeffSauroisthefoundingprincipalofMeasuringU,acompanyproviding
statisticsandusabilityconsultingtoFortune1000companies.
Heistheauthorofover20journalarticlesand5booksonstatisticsandthe
userexperience.
MoreaboutJeff...

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November3,2016|anonymouswrote:
Thisisverysimpleandshortguideforqualitativeresearchmethods

September14,2016|AYOADEwrote:
Preciseandhelpful.Thankyouforgivingmeafocus.

August22,2016|AshiruMuhammadwrote:
veryinteresting!Ireallyenjoyedreadingit.

August5,2016|AbubakarMagajiwrote:
Thatisgreat!veryinterestingIreallyappreciateyourpostingbecousethiswhatexactlyIamlooking
for.Thankyouforsharingyourknowledgetous,

July2,2016|ilmawrote:
thankyouforthepost.itisveryhelpful.

April9,2016|MTANDIERICKRwrote:
Goodandhelpfulexplanationforresearchers

October20,2015|fifa16mall.comwrote:
Imeanit!

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