Do you use surveys or questionnaires in your work? If so, it is important to be sure you are collecting the data you need. Too often, we write surveys without much attention to how participants will understand and respond to our questions. Just like forms, instructions, websites, or any other product, users often have their own interpretations of our content.
We can improve our survey questions with a method called cognitive interviewing. This method was developed to improve questionnaires for large survey companies and government organizations. The method is similar to usability testing, as it evaluates how a user experiences a survey, but there are also some critical differences between the methods. In this session, we will describe cognitive interviewing, and show how it is similar to and different from usability testing. We will discuss how to conduct cognitive interviews, what data to collect, and how to analyze the results.
Presented by Jean Fox, Jennifer Edgar and Scott S. Fricker
Improving Your Surveys and Questionnaires with Cognitive Interviewing
1. 1 — U.S. BUREAU OF LABOR STATISTICS • bls.gov
Improving Your Surveys and
Questionnaires with Cognitive
Interviewing
Jean E. Fox
Scott S. Fricker
Jennifer Edgar
U.S. Bureau of Labor Statistics
UXPA 2018
June 28, 2018
All views expressed in this paper are those of the authors and do not reflect the views or policies of BLS.
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Thank you
Scott Fricker
Jennifer Edgar
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Agenda
Surveys in UX work
Why we need Cognitive Interviewing (CI)
Background on CI
How CI is similar to and different from
Usability Testing (UT)
So you can get started with CI
More ways that CI can help!
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What is a Survey?
A series of questions given to respondents to
collect information from them
“Questionnaires” and “polls” have same purpose
Systematic
Ask the same thing to all participants
Can get data from many people easily
Self- or Interviewer-administered
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Surveys in UX Work
We can use surveys
On their own
With other methods
– Usability Testing
– Card Sorting
– Field Observations
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Standard UX Surveys
Known UX surveys that have been tested
Reliable
Valid
Sensitive
Examples
System Usability Scale (SUS) (Brooke)
SUPR-Q (Sauro)
SUMI, WAMMI (Kirakowski)
QUIS (Norman)
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BUT…
If standard surveys can’t address our issues
We write our own.
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Home-Grown Surveys
Benefits—
Target the information we want
Easy to write (right??)
BUT…
Are you sure you are measuring what you want?
How do you know?
AND
You know how to design interfaces, but you still
run usability tests
And you still find problems.
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Cognitive Interviewing
Make sure you are measuring
what you want to measure
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So, What is Cognitive Interviewing?
It’s kind of like Usability Testing for surveys.
Participants answer survey questions
You talk to them about their response process
Identify problems with the survey
But there are some important differences.
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Background on Cognitive Interviewing
Developed in the field of Survey Methodology
Goal is to learn how respondents:
Understand the question
Retrieve the information
Decide what answer to give
Respond to the question
Problems can occur in any of these stages
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Types of Problems CI Can Uncover
Complicated Instructions
Confusing or vague question wording
Jargon
Inappropriate assumptions (e.g., the question
doesn’t apply to your respondent)
Unexpectedly sensitive topics
Questions that are difficult to answer
Answers that are difficult to recall
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Just to Give You an Idea…
How many UX professionals are in your group?
What is your answer?
How did you determine your answer?
Who did you include as a “UX Professional”?
Exclude?
How did you define your “group”?
What does it mean to be “in” your group?
What time frame did you include?
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Testing Overview – Both UT and CI
Define research goals, create materials, etc.
Recruit participants
Conduct study
Informed consent
Complete task
Debriefing
Incentives
Analyze data
Make recommendations
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Testing Goals
UT
Uncover usability problems and potential
solutions
CI
Ensure the question/survey is capturing the
intended information
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Moderators
UT & CI: Similar skills and training
Work comfortably with all participants
Interact in an unbiased manner
React and adjust the test session as needed
Analyze and interpret data
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When to Test
UT & CI
Ideally, start early and continue through
development stages
Goals are different at different stages
– Early – Test wireframe / concepts
– Midway – Test features / questions
– Late – Test overall product / survey
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Participants
UT and CI
Target specific populations, determined by
research goals
Typically use convenience samples
UT
Often 5-10 (per user group)
Or more for a quantitative study
CI
Typically 20-30
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Moderating Sessions
UT
In-person or remote
Moderated or unmoderated
CI
In-person or over the phone
Almost always moderated
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Tasks
Type of Tasks
UT: Complete tasks using the product/website
CI: Answer survey questions
Scenarios/vignettes to provide context
UT: You are a school counselor, and you want to
know the education requirements for accountants.
CI: Pretend this is your high school transcript, and
answer these questions about your courses.
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Thinking Aloud
UT and CI
Information about participant’s processes,
thoughts, and reactions
Pros and cons, decide based on research goals
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Debriefing Questions / Probes
To learn about participants’ thoughts and
reactions
Helpful for UT
Essence of CI
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Debriefing Questions / Probes
Can be done
During the task
– Get thoughts as participants are working
– But this can interrupt their work
Post-Task / Post-question(s)
– Get feedback on specific tasks/questions
Post-Test / Post-survey
– Get overall impressions
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Goals of Questions / Probes
During the Task
UT and CI
Explore unexpected behaviors, responses, and
reactions
Understand why participants are struggling
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Sample Questions / Probes
During the Task
UT and CI
I noticed you hesitated, can you tell me what you
are you thinking?
What are you looking for?
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Goals of Post-Task
Debriefing Questions / Probes
UT
Why participants did what they did during an individual
task
How they felt about their experience
Scripted or spontaneous
CI
What participants were thinking as they answered a
specific question or group of questions
How they decided what to do
Scripted or spontaneous
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Sample Post-Task
Debriefing Questions / Probes
UT
How easy or difficult was the task?
How confident are you that you completed the
task?
CI
In your own words, what was the question
asking?
What does <term or phrase> mean to you?
How did you decide on your response?
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Goals of Post-Test
Debriefing Questions / Probes
UT and CI
Overall impressions about the product / survey
What participants liked and didn’t like
Any recommendations they have
Scripted or spontaneous questions
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Data Collected
Data Usability Testing
Cognitive
Interviewing
Qualitative
• Observations
• Comments
• Debriefing responses
Quantitative
• Task times
• Success rates
• Satisfaction ratings
• Etc
• Actual responses to
survey questions, in
context of the
debriefing
information
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Analysis for Both UT and CI
Qualitative data – look for patterns and
themes across participants
Quantitative data
UT: look at means by user group, use statistics as
appropriate
CI: review responses in context of the answers to
the probes
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Outcome of Analysis
UT
Identify usability problems
– Effectiveness
• Tasks that are difficult to complete
• Features that are hard to use
– Efficiency
• Activities that took too long to complete
– Satisfaction
Make recommendations
– Ways to fix the usability problems
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Outcome of Analysis
CI
Identify problems with
– Understanding the questions
– Retrieving the information
– Deciding what answer to give
– Responding to the question
Make recommendations
– Rewording of questions
– Rework skip patterns
– Provide context for interpreting survey results.
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Getting Started with CI
Whenever you are asking users questions,
consider testing the questions first.
For usability testing, use Cognitive Interviewing to
evaluate your questions during the pilot test.
For other surveys, consider starting with a review
by your UX colleagues or actual respondents
You want to know
– Do they interpret the questions the way you want?
– Can they answer the questions?
– Do the response options make sense?
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CI Can Do Even More for UX work!
Evaluate web content, instructions, or other
text products
Can users understand it?
Does it mean what you think it means?
Evaluate other types of forms
Do people know what goes in each field?
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Conclusions
It’s important to be sure that our surveys are
asking what we want them to ask.
CI can help you do that
What you know about UT already may make it
easy for you to incorporate CI into your
research
To learn more about CI, see:
Willis, G. B. (2004). Cognitive Interviewing: A Tool for
Improving Questionnaire Design. Sage Publications.
36. Contact Information
36 — U.S. BUREAU OF LABOR STATISTICS • bls.gov
Jean E. Fox
Bureau of Labor Statistics
Fox.Jean@bls.gov
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Usability Testing Cognitive Interviewing
What are the objectives
of the methods?
Identify usability problems
and potential solutions
Understand how
respondents interpret
survey questions and the
challenges they face
completing a survey
When in development
would you use the
method?
Anytime in development
Who conducts the tests?
Typically User Experience
professionals, possibly with
a formal coursework related
to usability testing
Typically Survey
Methodologists, often with
informal training in cognitive
interviewing
Who participates in the
tests?
Participants are from the target population(s)
Smaller sample sizes for
qualitative tests, larger for
quantitative tests
Generally aim for 20-30
participants
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Usability Testing Cognitive Interviewing
What methods are used?
Participants complete tasks (answer survey questions)
while their experience is observed in some way
Participants complete tasks
assigned to them, often with
scenarios providing context
for the task
Participants complete
surveys with their own
responses
In-person or remote testing Usually in-person testing
Sometimes moderated Always moderated
Can be done in lab or at respondent’s location
May use think aloud
What data are collected?
Quantitative and/or
qualitative data
Generally qualitative data
only
Focus is on performance
and user satisfaction
Focus is on cognitive
processes while completing
the survey