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understanding the user > participant observation
 
participant observation
 

Participant observation, which is mostly used in the early stages of a project is rooted in traditional social science field studies. In participant observation studies the researcher spends time observing and recording the behaviour of an individual or group, "listening to their interactions and immersing him/herself in the context of the participant’s daily life"[1].

  Participant observation may take place in a particular real-life context i.e. at home, in their place of work, in the street or in a test environment.

The duration of this type of study can vary. Longer studies with repeat visits over an extended timescale provide an opportunity to gather more in-depth data and observe any changes in behaviour which may develop or occur over time [2]. Gaining access to subjects over a longer period, however, can prove challenging and longer studies are often time and resource intensive.

Observation may be manual, though the use of note-taking observers located within a test environment or behind one-way mirrors, or via video, photography or sound recording. There are pro's and con's to each approach.

© Loughborough University, 2008    

Manual observation requires observers to accurately and objectively record verbatim, behaviours or actions of subjects in seemingly mundane situations in real-time [3]. The problem is that the observers interpretation of the events they witness may influence how an action is recorded and subsequently analysed. Differences in language may also hinder accurate recording. Manual observation is, however, fairly inexpensive and can be useful in producing data from which initial conclusions can be drawn [4]. To improve the accuracy, accessibility and quality of notes taken during observations, researchers should write their notes up as soon as possible after the event; maintain continuity through a key words based filing system; and use different quotation marks to code paraphrased versus verbatim text to ensure accuracy when attributing comments [5]. See also discreet observation.

Photographic observation can provide an insight into the types of behaviour exhibited by people using products or services in the home or in public spaces in a fairly quick and inexpensive way. But, unlike video, photographs cannot show movement, so it is particularly useful to take photographs which illustrate a sequence of actions taken by the subject (see 'Eyes off road time' case study). Most mobile phones feature a digital camera and this can be a very useful and convenient way of taking photographs in public places.

Video and sound recording provides a comprehensive record which can be analysed after the event, easily reproduced and shown to participants to "act as a stimulus for conversation and interviews at the end of the fieldwork" [6].

  Video filming in person enables detailed footage of user actions to be captured such as a close-up of the subjects hands [7]. It is also possible to place a camera 'in-situ' in the environment to be studied and record activities remotely over a set period of time.

The drawback of using video recording, either remotely or in person, is that each hour of footage can take up to three hours to analyse and all verbatim must be time-logged against the video tape, coded and then grouped in appropriate clusters [8].

The still shown to the left is taken from a short film recorded by a Masters student at Loughborough University on his mobile phone as part of a user centred research study exploring the use of mobile phones.

© Loughborough University, 2007    

It is important to take an ethical approach to gathering data using observational techniques, particularly if you are planning to reproduce or publish images or video footage captured at a later date. Many University's or institutes involved in conducting user research, including Loughborough, have an ethical advisory committee who can provide assistance and guidance.


References:
[1] Naked Eye Research (2007) Video ethnography, http://www.naked-eye-research.co.uk/tech.html (accessed January 2008)
[2] Naked Eye Research (2007) Longitudinal ethnography, http://www.naked-eye-research.co.uk/tech.html (accessed January 2008)
[3] May, T. (2001) Social Research: Issues, methods and process, Open University Press, Buckingham.
[4] Maguire, M. (2001) "Methods to support human-centred design." International Journal of Computer Studies, Vol. 55, pp. 587-634
[5] Lofthouse. V A and Lilley. D (2006) ‘What They Really, Really Want: User Centred Research Methods For Design’, In: International Design Conference - Design 2006, 15th - 18th May 2006, Dubrovnik, Croatia.
[6] Naked Eye Research (2007) Video ethnography, http://www.naked-eye-research.co.uk/tech.html (accessed January 2008)[5] May, T. (2001) Social Research: Issues, methods and process, Open University Press, Buckingham.
[7] Vermeeren, A. P. O. S. (1999) Designing Scenarios and Tasks for User Trials of Home Electronic Devices, In: Green. W.S and Jordan P.W (1999) Human Factors in Product Design: Current Practice and Future Trends, Taylor and Francis, London, pp. 47-55.
[8] Evans, S., Burns, A.  and Barrett, R.  (2002) Empathic Design Tutor, Cranfield, IERC, Cranfield University, UK
 
This content was updated: 14/07/2011