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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 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.

Free eBook: The qualitative research design handbook

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.

Related resources

Market intelligence 10 min read, marketing insights 11 min read, ethnographic research 11 min read, qualitative vs quantitative research 13 min read, qualitative research questions 11 min read, qualitative research design 12 min read, primary vs secondary research 14 min read, request demo.

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Introduction to Research Methods

6 qualitative research and interviews.

So we’ve described doing a survey and collecting quantitative data. But not all questions can best be answered by a survey. A survey is great for understanding what people think (for example), but not why they think what they do. If your research is intending to understand the underlying motivations or reasons behind peoples actions, or to build a deeper understanding on the background of a subject, an interview may be the more appropriate data collection method.

Interviews are a method of data collection that consist of two or more people exchanging information through a structured process of questions and answers. Questions are designed by the researcher to thoughtfully collect in-depth information on a topic or set of topics as related to the central research question. Interviews typically occur in-person, although good interviews can also be conducted remotely via the phone or video conferencing. Unlike surveys, interviews give the opportunity to ask follow-up questions and thoughtfully engage with participants on the spot (rather than the anonymous and impartial format of survey research).

And surveys can be used in qualitative or quantitative research – though they’re more typically a qualitative technique. In-depth interviews , containing open-ended questions and structured by an interview guide . One can also do a standardized interview with closed-ended questions (i.e. answer options) that are structured by an interview schedule as part of quantitative research. While these are called interviews they’re far closer to surveys, so we wont cover them again in this chapter. The terms used for in-depth interviews we’ll cover in the next section.

6.1 Interviews

In-depth interviews allow participants to describe experiences in their own words (a primary strength of the interview format). Strong in-depth interviews will include many open-ended questions that allow participants to respond in their own words, share new ideas, and lead the conversation in different directions. The purpose of open-ended questions and in-depth interviews is to hear as much as possible in the person’s own voice, to collect new information and ideas, and to achieve a level of depth not possible in surveys or most other forms of data collection.

Typically, an interview guide is used to create a soft structure for the conversation and is an important preparation tool for the researcher. You can not go into an interview unprepared and just “wing it”; what the interview guide allows you to do is map out a framework, order of topics, and may include specific questions to use during the interview. Generally, the interview guide is thought of as just that — a guide to use in order to keep the interview focused. It is not set in stone and a skilled researcher can change the order of questions or topics in an interviews based on the organic conversation flow.

Depending on the experience and skill level of the researcher, an interview guide can be as simple as a list of topics to cover. However, for consistency and quality of research, the interviewer may want to take the time to at least practice writing out questions in advance to ensure that phrasing and word choices are as clear, objective, and focused as possible. It’s worth remembering that working out the wording of questions in advance allows researchers to ensure more consistency across interview. The interview guide below, taken from the wonderful and free textbook Principles of Sociological Inquiry , shows an interview guide that just has topics.

Alternatively, you can use a more detailed guide that lists out possible questions, as shown below. A more detailed guide is probably better for an interviewer that has less experience, or is just beginning to work on a given topic.

The purpose of an interview guide is to help ask effective questions and to support the process of acquiring the best possible data for your research. Topics and questions should be organized thematically, and in a natural progression that will allow the conversation to flow and deepen throughout the course of the interview. Often, researchers will attempt to memorize or partially memorize the interview guide, in order to be more fully present with the participant during the conversation.

6.2 Asking good Questions

Remember, the purposes of interviews is to go more in-depth with an individual than is possible with a generalized survey. For this reason, it is important to use the guide as a starting point but not to be overly tethered to it during the actual interview process. You may get stuck when respondents give you shorter answers than you expect, or don’t provide the type of depth that you need for your research. Often, you may want to probe for more specifics. Think about using follow up questions like “How does/did that affect you?” or “How does X make you feel?” and “Tell me about a time where X…”

For example, if I was researching the relationship between pets and mental health, some strong open-ended questions might be: * How does your pet typically make you feel when you wake up in the morning? * How does your pet generally affect your mood when you arrive home in the evening? * Tell me about a time when your pet had a significant impact on your emotional state.

Questions framed in this manner leave plenty of room for the respondent to answer in their own words, as opposed to leading and/or truncated questions, such as: * Does being with your pet make you happy? * After a bad day, how much does seeing your pet improve your mood? * Tell me about how important your pet is to your mental health.

These questions assume outcomes and will not result in high quality research. Researchers should always avoid asking leading questions that give away an expected answer or suggest particular responses. For instance, if I ask “we need to spend more on public schools, don’t you think?” the respondent is more likely to agree regardless of their own thoughts. Some wont, but humans generally have a strong natural desire to be agreeable. That’s why leaving your questions neutral and open so that respondents can speak to their experiences and views is critical.

6.3 Analyzing Interview Data

Writing good questions and interviewing respondents are just the first steps of the interview process. After these stages, the researcher still has a lot of work to do to collect usable data from the interview. The researcher must spend time coding and analyzing the interview to retrieve this data. Just doing an interview wont produce data. Think about how many conversations you have everyday, and none of those are leaving you swimming in data.

Hopefully you can record your interviews. Recording your interviews will allow you the opportunity to transcribe them word for word later. If you can’t record the interview you’ll need to take detailed notes so that you can reconstruct what you heard later. Do not trust yourself to “just remember” the conversation. You’re collecting data, precious data that you’re spending time and energy to collect. Treat it as important and valuable. Remember our description of the methodology section from Chapter 2, you need to maintain a chain of custody on your data. If you just remembered the interview, you could be accused of making up the results. Your interview notes and the recording become part of that chain of custody to prove to others that your interviews were real and that your results are accurate.

Assuming you recorded your interview, the first step in the analysis process is transcribing the interview. A transcription is a written record of every word in an interview. Transcriptions can either be completed by the researcher or by a hired worker, though it is good practice for the researcher to transcribe the interview him or herself. Researchers should keep the following points in mind regarding transcriptions: * The interview should take place in a quiet location with minimal background noise to produce a clear recording; * Transcribing interviews is a time-consuming process and may take two to three times longer than the actual interview; * Transcriptions provide a more precise record of the interview than hand written notes and allow the interviewer to focus during the interview.

After transcribing the interview, the next step is to analyze the responses. Coding is the main form of analysis used for interviews and involves studying a transcription to identify important themes. These themes are categorized into codes, which are words or phrases that denote an idea.

You’ll typically being with several codes in mind that are generated by key ideas you week seeking in the questions, but you can also being by using open coding to understand the results. An open coding process involves reading through the transcript multiple times and paying close attention to each line of the text to discover noteworthy concepts. During the open coding process, the researcher keeps an open mind to find any codes that may be relevant to the research topic.

After the open coding process is complete, focused coding can begin. Focused coding takes a closer look at the notes compiled during the open coding stage to merge common codes and define what the codes mean in the context of the research project.

Imagine a researcher is conducting interviews to learn about various people’s experiences of childhood in New Orleans. The following example shows several codes that this researcher extrapolated from an interview with one of their subjects.

6.4 Using interview data

The next chapter will address ways to identify people to interview, but most of the remainder of the book will address how to analyze quantitative data. That shouldn’t be taken as a sign that quantitative data is better, or that it’s easier to use interview data. Because in an interview the researcher must interpret the words of others it is often more challenging to identify your findings and clearly answer your research question. However, quantitative data is more common, and there are more different things you can do with it, so we spend a lot of the textbook focusing on it.

I’ll work through one more example of using interview data though. It takes a lot of practice to be a good and skilled interviewer. What I show below is a brief excerpt of an interview I did, and how that data was used in a resulting paper I wrote. These aren’t the only way you can use interview data, but it’s an example of what the intermediary and final product might look like.

The overall project these are drawn from was concerned with minor league baseball stadiums, but the specific part I’m pulling from here was studying the decline and rejuvenation of downtown around those stadiums in several cities. You’ll see that I’m using the words of the respondent fairly directly, because that’s my data. But I’m not just relying on one respondent and trusting them, I did a few dozen interviews in order to understand the commonalities in people’s perspectives to build a narrative around my research question.

Excerpt from Notes

Excerpt from Resulting Paper

How many interviews are necessary? It actually doesn’t take many. What you want to observe in your interviews is theoretical saturation , where the codes you use in the transcript begin to appear across conversations and groups. If different people disagree that’s fine, but what you want to understand is the commonalities across peoples perspectives. Most research on the subject says that with 8 interviews you’ll typically start to see a decline in new information gathered. That doesn’t mean you won’t get new words , but you’ll stop hearing completely unique perspectives or gain novel insights. At that point, where you’ve ‘heard it all before’ you can stop, because you’ve probably identified the answer to the questions you were trying to research.

6.5 Ensuring Anonymity

One significant ethical concern with interviews, that also applies to surveys, is making sure that respondents maintain anonymity. In either form of data collection you may be asking respondents deeply personal questions, that if exposed may cause legal, personal, or professional harm. Notice that in the excerpt of the paper above the respondents are only identified by an id I assigned (Louisville D) and their career, rather than their name. I can only include the excerpt of the interview notes above because there are no details that might lead to them being identified.

You may want to report details about a person to contextualize the data you gathered, but you should always ensure that no one can be identified from your research. For instance, if you were doing research on racism at large companies, you may want to preface people’s comments by their race, as there is a good chance that white and minority employees would feel differently about the issues. However, if you preface someones comments by saying they’re a minority manager, that may violate their anonymity. Even if you don’t state what company you did interviews with, that may be enough detail for their co-workers to identify them if there are few minority managers at the company. As such, always think long and hard about whether there is any way that the participation of respondents may be exposed.

6.6 Why not both?

We’ve discussed surveys and interviews as different methods the last two chapters, but they can also complement each other.

For instance, let’s say you’re curious to study people who change opinions on abortion, either going from support to opposition or vice versa. You could use a survey to understand the prevalence of changing opinions, i.e. what percentage of people in your city have changed their views. That would help to establish whether this is a prominent issue, or whether it’s a rare phenomenon. But it would be difficult to understand from the survey what makes people change their views. You could add an open ended question for anyone that said they changed their opinion, but many people won’t respond and few will provide the level of detail necessary to understand their motivations. Interviews with people that have changed their opinions would give you an opportunity to explore how their experiences and beliefs have changed in combination with their views towards abortion.

6.7 Summary

In the last two chapters we’ve discussed the two most prominent methods of data collection in the social sciences: surveys and interviews. What we haven’t discussed though is how to identify the people you’ll collect data from; that’s called a sampling strategy. In the next chapter

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.

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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 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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Top 20 Qualitative Research Interview Questions & Answers

Master your responses to Qualitative Research related interview questions with our example questions and answers. Boost your chances of landing the job by learning how to effectively communicate your Qualitative Research capabilities.

Diving into the intricacies of human behavior, thoughts, and experiences is the lifeblood of qualitative research. As a professional in this nuanced field, you are well-versed in the art of gathering rich, descriptive data that can provide deep insights into complex issues. Now, as you prepare to take on new challenges in your career, it’s time to demonstrate not only your expertise in qualitative methodologies but also your ability to think critically and adapt to various research contexts.

Whether you’re interviewing for an academic position, a role within a market research firm, or any other setting where qualitative skills are prized, being prepared with thoughtful responses to potential interview questions can set you apart from other candidates. In this article, we will discuss some of the most common questions asked during interviews for qualitative research roles, offering guidance on how best to articulate your experience and approach to prospective employers.

Common Qualitative Research Interview Questions

1. how do you ensure the credibility of your data in qualitative research.

Ensuring credibility in qualitative research is crucial for the trustworthiness of the findings. By asking about methodological rigor, the interviewer is assessing a candidate’s understanding of strategies such as triangulation, member checking, and maintaining a detailed audit trail, which are essential for substantiating the integrity of qualitative data.

When responding to this question, you should articulate a multi-faceted approach to establishing credibility. Begin by highlighting your understanding of the importance of a well-defined research design and data collection strategy. Explain how you incorporate methods like triangulation, using multiple data sources or perspectives to confirm the consistency of the information obtained. Discuss your process for member checking—obtaining feedback on your findings from the participants themselves—to add another layer of validation. Mention your dedication to keeping a comprehensive audit trail, documenting all stages of the research process, which enables peer scrutiny and adds to the transparency of the study. Emphasize your ongoing commitment to reflexivity, where you continually examine your biases and influence on the research. Through this detailed explanation, you demonstrate a conscientious and systematic approach to safeguarding the credibility of your qualitative research.

Example: “ To ensure the credibility of data in qualitative research, I employ a rigorous research design that is both systematic and reflective. Initially, I establish clear protocols for data collection, which includes in-depth interviews, focus groups, and observations, ensuring that each method is well-suited to the research questions. To enhance the validity of the findings, I apply triangulation, drawing on various data sources, theoretical frameworks, and methodologies to cross-verify the information and interpretations.

During the analysis phase, member checking is a critical step, where I return to participants with a summary of the findings to validate the accuracy and resonance of the interpreted data with their experiences. This not only strengthens the credibility of the results but also enriches the data by incorporating participant insights. Furthermore, I maintain a comprehensive audit trail, meticulously documenting the research process, decisions made, and data transformations. This transparency allows for peer review and ensures that the research can be followed and critiqued by others in the field.

Lastly, reflexivity is integral to my practice. I continuously engage in self-reflection to understand and articulate my biases and assumptions and how they may influence the research process. By doing so, I can mitigate potential impacts on the data and interpretations, ensuring that the findings are a credible representation of the phenomenon under investigation.”

2. Describe a situation where you had to adapt your research methodology due to unforeseen challenges.

When unexpected variables arise, adaptability in research design is vital to maintain the integrity and validity of the study. This question seeks to assess a candidate’s problem-solving skills, flexibility, and resilience in the face of research challenges.

When responding, share a specific instance where you encountered a challenge that impacted your research methodology. Detail the nature of the challenge, the thought process behind your decision to adapt, the steps you took to revise your approach, and the outcome of those changes. Emphasize your critical thinking, your ability to consult relevant literature or peers if necessary, and how your adaptability contributed to the overall success or learning experience of the research project.

Example: “ In a recent qualitative study on community health practices, I encountered a significant challenge when the planned in-person interviews became unfeasible due to a sudden public health concern. The initial methodology was designed around face-to-face interactions to capture rich, detailed narratives. However, with participant safety as a priority, I quickly pivoted to remote data collection methods. After reviewing relevant literature on virtual qualitative research, I adapted the protocol to include video conferencing and phone interviews, ensuring I could still engage deeply with participants. This adaptation required a reevaluation of our ethical considerations, particularly around confidentiality and informed consent in digital formats.

The shift to remote interviews introduced concerns about potential biases, as the change might exclude individuals without access to the necessary technology. To mitigate this, I also offered the option of asynchronous voice recordings or email responses as a means to participate. This inclusive approach not only preserved the integrity of the study but also revealed an unexpected layer of data regarding digital literacy and access in the community. The study’s findings were robust, and the methodology adaptation was reflected upon in the final report, contributing to the discourse on the flexibility and resilience of qualitative research in dynamic contexts.”

3. What strategies do you employ for effective participant observation?

For effective participant observation, a balance between immersion and detachment is necessary to gather in-depth understanding without influencing the natural setting. This method allows the researcher to collect rich, contextual data that surveys or structured interviews might miss.

When responding to this question, highlight your ability to blend in with the participant group to minimize your impact on their behavior. Discuss your skills in active listening, detailed note-taking, and ethical considerations such as informed consent and maintaining confidentiality. Mention any techniques you use to reflect on your observations critically and how you ensure that your presence does not alter the dynamics of the group you are studying. It’s also effective to provide examples from past research where your participant observation led to valuable insights that informed your study’s findings.

Example: “ In participant observation, my primary strategy is to achieve a balance between immersion and detachment. I immerse myself in the environment to gain a deep understanding of the context and participants’ perspectives, while remaining sufficiently detached to observe and analyze behaviors and interactions objectively. To blend in, I adapt to the cultural norms and social cues of the group, which often involves a period of learning and adjustment to minimize my impact on their behavior.

Active listening is central to my approach, allowing me to capture the subtleties of communication beyond verbal exchanges. I complement this with meticulous note-taking, often employing a system of shorthand that enables me to record details without disrupting the flow of interaction. Ethically, I prioritize informed consent and confidentiality, ensuring participants are aware of my role and the study’s purpose. After observations, I engage in reflexive practice, critically examining my own biases and influence on the research setting. This reflexivity was instrumental in a past project where my awareness of my impact on group dynamics led to the discovery of underlying power structures that were not immediately apparent, significantly enriching the study’s findings.”

4. In what ways do you maintain ethical standards while conducting in-depth interviews?

Maintaining ethical standards during in-depth interviews involves respecting participant confidentiality, ensuring informed consent, and being sensitive to power dynamics. Ethical practice in this context is not only about adhering to institutional guidelines but also about fostering an environment where interviewees feel respected and understood.

When responding to this question, it’s vital to articulate a clear understanding of ethical frameworks such as confidentiality and informed consent. Describe specific strategies you employ, such as anonymizing data, obtaining consent through clear communication about the study’s purpose and the participant’s role, and ensuring the interviewee’s comfort and safety during the conversation. Highlight any training or certifications you’ve received in ethical research practices and give examples from past research experiences where you navigated ethical dilemmas successfully. This approach demonstrates your commitment to integrity in the research process and your ability to protect the well-being of your subjects.

Example: “ Maintaining ethical standards during in-depth interviews is paramount to the integrity of the research process. I ensure that all participants are fully aware of the study’s purpose, their role within it, and the ways in which their data will be used. This is achieved through a clear and comprehensive informed consent process. I always provide participants with the option to withdraw from the study at any point without penalty.

To safeguard confidentiality, I employ strategies such as anonymizing data and using secure storage methods. I am also attentive to the comfort and safety of interviewees, creating a respectful and non-threatening interview environment. In situations where sensitive topics may arise, I am trained to handle these with the necessary care and professionalism. For instance, in a past study involving vulnerable populations, I implemented additional privacy measures and worked closely with an ethics review board to navigate the complexities of the research context. My approach is always to prioritize the dignity and rights of the participants, adhering to ethical guidelines and best practices established in the field.”

5. How do you approach coding textual data without personal biases influencing outcomes?

When an interviewer poses a question about coding textual data free from personal biases, they are probing your ability to maintain objectivity and adhere to methodological rigor. This question tests your understanding of qualitative analysis techniques and your awareness of the researcher’s potential to skew data interpretation.

When responding, it’s essential to articulate your familiarity with established coding procedures such as open, axial, or thematic coding. Emphasize your systematic approach to data analysis, which might include multiple rounds of coding, peer debriefing, and maintaining a reflexive journal. Discuss the importance of bracketing your preconceptions during data analysis and how you would seek to validate your coding through methods such as triangulation or member checking. Your answer should convey a balance between a structured approach to coding and an openness to the data’s nuances, demonstrating your commitment to producing unbiased and trustworthy qualitative research findings.

Example: “ In approaching textual data coding, I adhere to a structured yet flexible methodology that mitigates personal bias. Initially, I engage in open coding to categorize data based on its manifest content, allowing patterns to emerge organically. This is followed by axial coding, where I explore connections between categories, and if applicable, thematic coding to identify overarching themes. Throughout this process, I maintain a reflexive journal to document my thought process and potential biases, ensuring transparency and self-awareness.

To ensure the reliability of my coding, I employ peer debriefing sessions, where colleagues scrutinize my coding decisions, challenging assumptions and offering alternative interpretations. This collaborative scrutiny helps to counteract any personal biases that might have crept into the analysis. Additionally, I utilize methods such as triangulation, comparing data across different sources, and member checking, soliciting feedback from participants on the accuracy of the coded data. These strategies collectively serve to validate the coding process and ensure that the findings are a credible representation of the data, rather than a reflection of my preconceptions.”

6. What is your experience with utilizing grounded theory in qualitative studies?

Grounded theory is a systematic methodology that operates almost in a reverse fashion from traditional research. Employers ask about your experience with grounded theory to assess your ability to conduct research that is flexible and adaptable to the data.

When responding, you should outline specific studies or projects where you’ve applied grounded theory. Discuss the nature of the data you worked with, the process of iterative data collection and analysis, and how you developed a theoretical framework as a result. Highlight any challenges you faced and how you overcame them, as well as the outcomes of your research. This will show your practical experience and your ability to engage deeply with qualitative data to extract meaningful theories and conclusions.

Example: “ In applying grounded theory to my qualitative studies, I have embraced its iterative approach to develop a theoretical framework grounded in empirical data. For instance, in a project exploring the coping mechanisms of individuals with chronic illnesses, I conducted in-depth interviews and focus groups, allowing the data to guide the research process. Through constant comparative analysis, I coded the data, identifying core categories and the relationships between them. This emergent coding process was central to refining and saturating the categories, ensuring the development of a robust theory that encapsulated the lived experiences of the participants.

Challenges such as data saturation and ensuring theoretical sensitivity were navigated by maintaining a balance between openness to the data and guiding research questions. The iterative nature of grounded theory facilitated the identification of nuanced coping strategies that were not initially apparent, leading to a theory that emphasized the dynamic interplay between personal agency and social support. The outcome was a substantive theory that not only provided a deeper understanding of the participants’ experiences but also had practical implications for designing support systems for individuals with chronic conditions.”

7. Outline the steps you take when conducting a thematic analysis.

Thematic analysis is a method used to identify, analyze, and report patterns within data, and it requires a systematic approach to ensure validity and reliability. This question assesses whether a candidate can articulate a clear, methodical process that will yield insightful findings from qualitative data.

When responding, you should outline a step-by-step process that begins with familiarization with the data, whereby you immerse yourself in the details, taking notes and highlighting initial ideas. Proceed to generating initial codes across the entire dataset, which involves organizing data into meaningful groups. Then, search for themes by collating codes into potential themes and gathering all data relevant to each potential theme. Review these themes to ensure they work in relation to the coded extracts and the entire dataset, refining them as necessary. Define and name themes, which entails developing a detailed analysis of each theme and determining the essence of what each theme is about. Finally, report the findings, weaving the analytic narrative with vivid examples, within the context of existing literature and the research questions. This methodical response not only showcases your technical knowledge but also demonstrates an organized thought process and the ability to communicate complex procedures clearly.

Example: “ In conducting a thematic analysis, I begin by thoroughly immersing myself in the data, which involves meticulously reading and re-reading the content to gain a deep understanding of its breadth and depth. During this stage, I make extensive notes and begin to mark initial ideas that strike me as potentially significant.

Following familiarization, I generate initial codes systematically across the entire dataset. This coding process is both reflective and interpretative, as it requires me to identify and categorize data segments that are pertinent to the research questions. These codes are then used to organize the data into meaningful groups.

Next, I search for themes by examining the codes and considering how they may combine to form overarching themes. This involves collating all the coded data relevant to each potential theme and considering the interrelationships between codes, themes, and different levels of themes, which may include sub-themes.

The subsequent step is to review these themes, checking them against the dataset to ensure they accurately represent the data. This may involve collapsing some themes into each other, splitting others, and refining the specifics of each theme. The essence of this iterative process is to refine the themes so that they tell a coherent story about the data.

Once the themes are satisfactorily developed, I define and name them. This involves a detailed analysis of each theme and determining what aspect of the data each theme captures. I aim to articulate the nuances within each theme, identifying the story that each tells about the data, and considering how this relates to the broader research questions and literature.

Lastly, I report the findings, weaving together the thematic analysis narrative. This includes selecting vivid examples that compellingly illustrate each theme, discussing how the themes interconnect, and situating them within the context of existing literature and the research questions. This final write-up is not merely about summarizing the data but about telling a story that provides insights into the research topic.”

8. When is it appropriate to use focus groups rather than individual interviews, and why?

Choosing between focus groups and individual interviews depends on the research goals and the nature of the information sought. Focus groups excel in exploring complex behaviors, attitudes, and experiences through the dynamic interaction of participants.

When responding to this question, articulate the strengths of both methods, matching them to specific research scenarios. For focus groups, emphasize your ability to facilitate lively, guided discussions that leverage group dynamics to elicit a breadth of perspectives. For individual interviews, highlight your skill in creating a safe, confidential space where participants can share detailed, personal experiences. Demonstrate strategic thinking by discussing how you would decide on the most suitable method based on the research question, participant characteristics, and the type of data needed to achieve your research objectives.

Example: “ Focus groups are particularly apt when the research question benefits from the interaction among participants, as the group dynamics can stimulate memories, ideas, and experiences that might not surface in one-on-one interviews. They are valuable for exploring the range of opinions or feelings about a topic, allowing researchers to observe consensus formation, the diversity of perspectives, and the reasoning behind attitudes. This method is also efficient for gathering a breadth of data in a limited timeframe. However, it’s crucial to ensure that the topic is suitable for discussion in a group setting and that participants are comfortable speaking in front of others.

Conversely, individual interviews are more appropriate when the subject matter is sensitive or requires deep exploration of personal experiences. They provide a private space for participants to share detailed and nuanced insights without the influence of others, which can be particularly important when discussing topics that may not be openly talked about in a group. The method allows for a tailored approach, where the interviewer can adapt questions based on the participant’s responses, facilitating a depth of understanding that is harder to achieve in a group setting. The decision between the two methods ultimately hinges on the specific needs of the research, the nature of the topic, and the goals of the study.”

9. Detail how you would validate findings from a case study research design.

In case study research, validation is paramount to ensure that interpretations and conclusions are credible. A well-validated case study reinforces the rigor of the research method and bolsters the transferability of its findings to other contexts.

When responding to this question, detail your process, which might include triangulation, where you corroborate findings with multiple data sources or perspectives; member checking, which involves sharing your interpretations with participants for their input; and seeking peer debriefing, where colleagues critique the process and findings. Explain how these methods contribute to the dependability and confirmability of your research, showing that you are not just collecting data but actively engaging with it to construct a solid, defensible narrative.

Example: “ In validating findings from a case study research design, I employ a multi-faceted approach to ensure the dependability and confirmability of the research. Triangulation is a cornerstone of my validation process, where I corroborate evidence from various data sources, such as interviews, observations, and documents. This method allows for cross-validation and helps in constructing a robust narrative by revealing consistencies and discrepancies in the data.

Member checking is another essential step in my process. By sharing my interpretations with participants, I not only honor their perspectives but also enhance the credibility of the findings. This iterative process ensures that the conclusions drawn are reflective of the participants’ experiences and not solely based on my own interpretations.

Lastly, peer debriefing serves as a critical checkpoint. By engaging colleagues who critique the research process and findings, I open the study to external scrutiny, which helps in mitigating any potential biases and enhances the study’s rigor. These colleagues act as devil’s advocates, challenging assumptions and conclusions, thereby strengthening the study’s validity. Collectively, these strategies form a comprehensive approach to validating case study research, ensuring that the findings are well-substantiated and trustworthy.”

10. What measures do you take to ensure the transferability of your qualitative research findings?

When asked about ensuring transferability, the interviewer is assessing your ability to articulate the relevance of your findings beyond the specific context of your study. They want to know if you can critically appraise your research design and methodology.

To respond effectively, you should discuss the thoroughness of your data collection methods, such as purposive sampling, to gather diverse perspectives that enhance the depth of the data. Explain your engagement with participants and the setting to ensure a rich understanding of the phenomenon under study. Highlight your detailed documentation of the research process, including your reflexivity, to allow others to follow your footsteps analytically. Finally, speak about how you communicate the boundaries of your research applicability and how you encourage readers to consider the transferability of findings to their contexts through clear and comprehensive descriptions of your study’s context, participants, and assumptions.

Example: “ In ensuring the transferability of my qualitative research findings, I prioritize a robust and purposive sampling strategy that captures a wide range of perspectives relevant to the research question. This approach not only enriches the data but also provides a comprehensive understanding of the phenomenon across varied contexts. By doing so, I lay a foundation for the findings to resonate with similar situations, allowing others to judge the applicability of the results to their own contexts.

I meticulously document the research process, including the setting, participant interactions, and my own reflexivity, to provide a transparent and detailed account of how conclusions were reached. This level of documentation serves as a roadmap for other researchers or practitioners to understand the intricacies of the study and evaluate the potential for transferability. Furthermore, I ensure that my findings are presented with a clear delineation of the context, including any cultural, temporal, or geographic nuances, and discuss the assumptions underpinning the study. By offering this rich, contextualized description, I invite readers to engage critically with the findings and assess their relevance to other settings, thus facilitating a responsible and informed application of the research outcomes.”

11. How do you determine when data saturation has been reached in your study?

Determining data saturation is crucial because it signals when additional data does not yield new insights, ensuring efficient use of resources without compromising the depth of understanding. This question is posed to assess a candidate’s experience and judgment in qualitative research.

When responding to this question, one should highlight their systematic approach to data collection and analysis. Discuss the iterative process of engaging with the data, constantly comparing new information with existing codes and themes. Explain how you monitor for emerging patterns and at what point these patterns become consistent and repeatable, indicating saturation. Mention any specific techniques or criteria you employ, such as the use of thematic analysis or constant comparison methods, and how you document the decision-making process to ensure transparency and validity in your research findings.

Example: “ In determining data saturation, I employ a rigorous and iterative approach to data collection and analysis. As I engage with the data, I continuously compare new information against existing codes and themes, carefully monitoring for the emergence of new patterns or insights. Saturation is approached when the data begins to yield redundant information, and no new themes or codes are emerging from the analysis.

I utilize techniques such as thematic analysis and constant comparison methods to ensure a systematic examination of the data. I document each step of the decision-making process, noting when additional data does not lead to new theme identification or when existing themes are fully fleshed out. This documentation not only serves as a checkpoint for determining saturation but also enhances the transparency and validity of the research findings. Through this meticulous process, I can confidently assert that data saturation has been achieved when the collected data offers a comprehensive understanding of the research phenomenon, with a rich and well-developed thematic structure that accurately reflects the research scope.”

12. Relate an instance where member checking significantly altered your research conclusions.

Member checking serves as a vital checkpoint to ensure accuracy, credibility, and resonance of the data with those it represents. It can reveal misunderstandings or even introduce new insights that substantially shift the study’s trajectory or outcomes.

When responding, candidates should recount a specific project where member checking made a pivotal difference in their findings. They should detail the initial conclusions, how the process of member checking was integrated, what feedback was received, and how it led to a re-evaluation or refinement of the research outcomes. This response showcases the candidate’s methodological rigor, flexibility in incorporating feedback, and dedication to producing research that authentically reflects the voices and experiences of the study’s participants.

Example: “ In a recent qualitative study on community responses to urban redevelopment, initial findings suggested broad support for the initiatives among residents. However, during the member checking phase, when participants reviewed and commented on the findings, a nuanced perspective emerged. Several participants highlighted that their apparent support was, in fact, resignation due to a lack of viable alternatives, rather than genuine enthusiasm for the redevelopment plans.

This feedback prompted a deeper dive into the data, revealing a pattern of resigned acceptance across a significant portion of the interviews. The conclusion was substantially revised to reflect this sentiment, emphasizing the complexity of community responses to redevelopment, which included both cautious optimism and skeptical resignation. This critical insight not only enriched the study’s validity but also had profound implications for policymakers interested in understanding the true sentiment of the affected communities.”

13. What are the key considerations when selecting a sample for phenomenological research?

The selection of a sample in phenomenological research is not about quantity but about the richness and relevance of the data that participants can provide. It requires an intimate knowledge of the research question and a deliberate choice to include participants who have experienced the phenomenon in question.

When responding to this question, it’s essential to emphasize the need for a purposeful sampling strategy that aims to capture a broad spectrum of perspectives on the phenomenon under study. Discuss the importance of sample diversity to ensure the findings are robust and reflect varied experiences. Mention the necessity of establishing clear criteria for participant selection and the willingness to adapt as the research progresses. Highlighting your commitment to ethical considerations, such as informed consent and the respectful treatment of participants’ information, will also demonstrate your thorough understanding of the nuances in qualitative sampling.

Example: “ In phenomenological research, the primary goal is to understand the essence of experiences concerning a particular phenomenon. Therefore, the key considerations for sample selection revolve around identifying individuals who have experienced the phenomenon of interest and can articulate their lived experiences. Purposeful sampling is essential to ensure that the participants chosen can provide rich, detailed accounts that contribute to a deep understanding of the phenomenon.

The diversity of the sample is also crucial. It is important to select participants who represent a range of perspectives within the phenomenon, not just a homogenous group. This might involve considering factors such as age, gender, socio-economic status, or other relevant characteristics that could influence their experiences. While the sample size in phenomenological studies is often small to allow for in-depth analysis, it is vital to ensure that the sample is varied enough to uncover a comprehensive understanding of the phenomenon.

Lastly, ethical considerations are paramount. Participants must give informed consent, understanding the nature of the study and their role in it. The researcher must also be prepared to handle sensitive information with confidentiality and respect, ensuring the participants’ well-being is prioritized throughout the study. Adapting the sample selection criteria as the study progresses is also important, as initial interviews may reveal additional nuances that require the inclusion of further varied perspectives to fully grasp the phenomenon.”

14. Which software tools do you prefer for qualitative data analysis, and for what reasons?

The choice of software tools for qualitative data analysis reflects a researcher’s approach to data synthesis and interpretation. It also indicates their proficiency with technology and their ability to leverage sophisticated features to deepen insights.

When responding, it’s essential to discuss specific features of the software tools you prefer, such as coding capabilities, ease of data management, collaborative features, or the ability to handle large datasets. Explain how these features have enhanced your research outcomes in the past. For example, you might highlight the use of NVivo for its robust coding structure that helped you organize complex data efficiently or Atlas.ti for its intuitive interface and visualization tools that made it easier to detect emerging patterns. Your response should demonstrate your analytical thought process and your commitment to rigorous qualitative analysis.

Example: “ In my qualitative research endeavors, I have found NVivo to be an invaluable tool, primarily due to its advanced coding capabilities and its ability to manage large and complex datasets effectively. The node structure in NVivo facilitates a hierarchical organization of themes, which streamlines the coding process and enhances the reliability of the data analysis. This feature was particularly beneficial in a recent project where the depth and volume of textual data required a robust system to ensure consistency and comprehensiveness in theme development.

Another tool I frequently utilize is Atlas.ti, which stands out for its user-friendly interface and powerful visualization tools. These features are instrumental in identifying and illustrating relationships between themes, thereby enriching the interpretive depth of the analysis. The network views in Atlas.ti have enabled me to construct clear visual representations of the data interconnections, which not only supported my analytical narrative but also facilitated stakeholder understanding and engagement. The combination of these tools, leveraging their respective strengths, has consistently augmented the quality and impact of my qualitative research outcomes.”

15. How do you handle discrepancies between participants’ words and actions in ethnographic research?

Ethnographic research hinges on the researcher’s ability to interpret both verbal and non-verbal data to draw meaningful conclusions. This question allows the interviewer to assess a candidate’s methodological rigor and analytical skills.

When responding, it’s essential to emphasize your systematic approach to reconciling such discrepancies. Discuss the importance of context, the use of triangulation to corroborate findings through multiple data sources, and the strategies you employ to interpret and integrate conflicting information. Highlight your commitment to ethical research practices, the ways you ensure participant understanding and consent, and your experience with reflective practice to mitigate researcher bias. Showcasing your ability to remain flexible and responsive to the data, while maintaining a clear analytical framework, will demonstrate your proficiency in qualitative research.

Example: “ In ethnographic research, discrepancies between participants’ words and actions are not only common but also a valuable source of insight. When I encounter such discrepancies, I first consider the context in which they occur, as it often holds the key to understanding the divergence. Cultural norms, social pressures, or even the presence of the researcher can influence participants’ behaviors and self-reporting. I employ triangulation, utilizing multiple data sources such as interviews, observations, and relevant documents to construct a more comprehensive understanding of the phenomena at hand.

I also engage in reflective practice to examine my own biases and assumptions that might influence data interpretation. By maintaining a stance of cultural humility and being open to the participants’ perspectives, I can better understand the reasons behind their actions and words. When integrating conflicting information, I look for patterns and themes that can reconcile the differences, often finding that they reveal deeper complexities within the social context being studied. Ethical research practices, including ensuring participant understanding and consent, are paramount throughout this process, as they help maintain the integrity of both the data and the relationships with participants.”

16. What role does reflexivity play in your research process?

Reflexivity is an ongoing self-assessment that ensures research findings are not merely a reflection of the researcher’s preconceptions, thereby increasing the credibility and authenticity of the work.

When responding, illustrate your understanding of reflexivity with examples from past research experiences. Discuss how you have actively engaged in reflexivity by questioning your assumptions, how this shaped your research design, and the methods you employed to ensure that your findings were informed by the data rather than your personal beliefs. Demonstrate your commitment to ethical research practice by highlighting how you’ve maintained an open dialogue with your participants and peers to challenge and refine your interpretations.

Example: “ Reflexivity is a cornerstone of my qualitative research methodology, as it allows me to critically examine my own influence on the research process and outcomes. In practice, I maintain a reflexive journal throughout the research process, documenting my preconceptions, emotional responses, and decision-making rationales. This ongoing self-analysis ensures that I remain aware of my potential biases and the ways in which my background and perspectives might shape the data collection and analysis.

For instance, in a recent ethnographic study, I recognized my own cultural assumptions could affect participant interactions. To mitigate this, I incorporated member checking and peer debriefing as integral parts of the research cycle. By actively seeking feedback on my interpretations from both participants and fellow researchers, I was able to challenge my initial readings of the data and uncover deeper, more nuanced insights. This reflexive approach not only enriched the research findings but also upheld the integrity and credibility of the study, fostering a more authentic and ethical representation of the participants’ experiences.”

17. Describe a complex qualitative dataset you’ve managed and how you navigated its challenges.

Managing a complex qualitative dataset requires meticulous organization, a strong grasp of research methods, and the ability to discern patterns and themes amidst a sea of words and narratives. This question evaluates the candidate’s analytical and critical thinking skills.

When responding to this question, you should focus on a specific project that exemplifies your experience with complex qualitative data. Outline the scope of the data, the methods you used for organization and analysis, and the challenges you encountered—such as data coding, thematic saturation, or ensuring reliability and validity. Discuss the strategies you implemented to address these challenges, such as iterative coding, member checking, or triangulation. By providing concrete examples, you demonstrate not only your technical ability but also your methodological rigor and dedication to producing insightful, credible research findings.

Example: “ In a recent project, I managed a complex qualitative dataset that comprised over 50 in-depth interviews, several focus groups, and field notes from participant observation. The data was rich with nuanced perspectives on community health practices, but it presented challenges in ensuring thematic saturation and maintaining a systematic approach to coding across multiple researchers.

To navigate these challenges, I employed a rigorous iterative coding process, utilizing NVivo software to facilitate organization and analysis. Initially, I conducted a round of open coding to identify preliminary themes, followed by axial coding to explore the relationships between these themes. As the dataset was extensive, I also implemented a strategy of constant comparison to refine and merge codes, ensuring thematic saturation was achieved. To enhance the reliability and validity of our findings, I organized regular peer debriefing sessions, where the research team could discuss and resolve discrepancies in coding and interpretation. Additionally, I conducted member checks with a subset of participants, which not only enriched the data but also validated our thematic constructs. This meticulous approach enabled us to develop a robust thematic framework that accurately reflected the complexity of the community’s health practices and informed subsequent policy recommendations.”

18. How do you integrate quantitative data to enhance the richness of a primarily qualitative study?

Integrating quantitative data with qualitative research can add a layer of objectivity, enhance validity, and offer a scalable dimension to the findings. This mixed-methods approach can help in identifying outliers or anomalies in qualitative data.

When responding to this question, a candidate should articulate their understanding of both qualitative and quantitative research methodologies. They should discuss specific techniques such as triangulation, where quantitative data serves as a corroborative tool for qualitative findings, or embedded analysis, where quantitative data provides a backdrop for deep qualitative exploration. The response should also include practical examples of past research scenarios where the candidate successfully merged both data types to strengthen their study, highlighting their ability to create a symbiotic relationship between numbers and narratives for richer, more robust research outcomes.

Example: “ Integrating quantitative data into a qualitative study can significantly enhance the depth and credibility of the research findings. In my experience, I employ triangulation to ensure that themes emerging from qualitative data are not only rich in context but also empirically grounded. For instance, in a study exploring patient satisfaction, while qualitative interviews might reveal nuanced patient experiences, quantitative satisfaction scores can be used to validate and quantify the prevalence of these experiences across a larger population.

Furthermore, I often use quantitative data as a formative tool to guide the qualitative inquiry. By initially analyzing patterns in quantitative data, I can identify areas that require a deeper understanding through qualitative methods. For example, if a survey indicates a trend in consumer behavior, follow-up interviews or focus groups can explore the motivations behind that trend. This embedded analysis approach ensures that qualitative findings are not only contextually informed but also quantitatively relevant, leading to a more comprehensive understanding of the research question.”

19. What is your rationale for choosing narrative inquiry over other qualitative methods in storytelling contexts?

Narrative inquiry delves into individual stories to find broader truths and patterns. This method captures the richness of how people perceive and make sense of their lives, revealing the interplay of various factors in shaping narratives.

When responding, articulate your understanding of narrative inquiry, emphasizing its strengths in capturing lived experiences and its ability to provide a detailed, insider’s view of a phenomenon. Highlight your knowledge of how narrative inquiry can uncover the nuances of storytelling, such as the role of language, emotions, and context, which are essential for a deep understanding of the subject matter. Demonstrate your ability to choose an appropriate research method based on the research question, objectives, and the nature of the data you aim to collect.

Example: “ Narrative inquiry is a powerful qualitative method that aligns exceptionally well with the exploration of storytelling contexts due to its focus on the richness of personal experience and the construction of meaning. By delving into individuals’ stories, narrative inquiry allows researchers to capture the complexities of lived experiences, which are often embedded with emotions, cultural values, and temporal elements that other methods may not fully grasp. The longitudinal nature of narrative inquiry, where stories can be collected and analyzed over time, also offers a dynamic perspective on how narratives evolve, intersect, and influence the storyteller’s identity and worldview.

In choosing narrative inquiry, one is committing to a methodological approach that honors the subjectivity and co-construction of knowledge between the researcher and participants. This approach is particularly adept at uncovering the layers of language use, symbolism, and the interplay of narratives with broader societal discourses. It is this depth and nuance that makes narrative inquiry the method of choice when the research aim is not just to catalog events but to understand the profound implications of storytelling on individual and collective levels. The method’s flexibility in accommodating different narrative forms – be it oral, written, or visual – further underscores its suitability for research that seeks to holistically capture the essence of storytelling within its natural context.”

20. How do you address potential power dynamics that may influence a participant’s responses during interviews?

Recognizing and mitigating the influence of power dynamics is essential to maintain the integrity of the data collected in qualitative research, ensuring that findings reflect the participants’ genuine perspectives.

When responding to this question, one should emphasize their awareness of such dynamics and articulate strategies to minimize their impact. This could include techniques like establishing rapport, using neutral language, ensuring confidentiality, and employing reflexivity—being mindful of one’s own influence on the conversation. Furthermore, demonstrating an understanding of how to create a safe space for open dialogue and acknowledging the importance of participant empowerment can convey a commitment to ethical and effective qualitative research practices.

Example: “ In addressing potential power dynamics, my approach begins with the conscious effort to create an environment of trust and safety. I employ active listening and empathetic engagement to establish rapport, which helps to level the conversational field. I am meticulous in using neutral, non-leading language to avoid inadvertently imposing my own assumptions or perspectives on participants. This is complemented by an emphasis on the voluntary nature of participation and the assurance of confidentiality, which together foster a space where participants feel secure in sharing their authentic experiences.

Reflexivity is a cornerstone of my practice; I continuously self-assess and acknowledge my positionality and its potential influence on the research process. By engaging in this critical self-reflection, I am better equipped to recognize and mitigate any power imbalances that may arise. Moreover, I strive to empower participants by validating their narratives and ensuring that the interview process is not just extractive but also offers them a platform to be heard and to contribute meaningfully to the research. This balanced approach not only enriches the data quality but also adheres to the ethical standards that underpin responsible qualitative research.”

Top 20 Stakeholder Interview Questions & Answers

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• Harvard Library
• Research Guides
• Faculty of Arts & Sciences Libraries

Library Support for Qualitative Research

• Interview Research
• Resources for Methodology
• Remote Research & Virtual Fieldwork

Resources for Research Interviewing

Nih-funded qualitative research.

• Oral History
• Data Management & Repositories
• Campus Access

Types of Interviews

• Engaging Participants

Interview Questions

• Conducting Interviews
• Transcription
• Coding and Analysis
• Managing & Finding Interview Data
• UX & Market Research Interviews

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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Except where otherwise noted, this work is subject to a Creative Commons Attribution 4.0 International License , which allows anyone to share and adapt our material as long as proper attribution is given. For details and exceptions, see the Harvard Library Copyright Policy ©2021 Presidents and Fellows of Harvard College.

The Interview Method In Psychology

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

Interviews involve a conversation with a purpose, but have some distinct features compared to ordinary conversation, such as being scheduled in advance, having an asymmetry in outcome goals between interviewer and interviewee, and often following a question-answer format.

Interviews are different from questionnaires as they involve social interaction. Unlike questionnaire methods, researchers need training in interviewing (which costs money).

How Do Interviews Work?

Researchers can ask different types of questions, generating different types of data . For example, closed questions provide people with a fixed set of responses, whereas open questions allow people to express what they think in their own words.

The researcher will often record interviews, and the data will be written up as a transcript (a written account of interview questions and answers) which can be analyzed later.

It should be noted that interviews may not be the best method for researching sensitive topics (e.g., truancy in schools, discrimination, etc.) as people may feel more comfortable completing a questionnaire in private.

There are different types of interviews, with a key distinction being the extent of structure. Semi-structured is most common in psychology research. Unstructured interviews have a free-flowing style, while structured interviews involve preset questions asked in a particular order.

Structured Interview

A structured interview is a quantitative research method where the interviewer a set of prepared closed-ended questions in the form of an interview schedule, which he/she reads out exactly as worded.

Interviews schedules have a standardized format, meaning the same questions are asked to each interviewee in the same order (see Fig. 1).

   Figure 1. An example of an interview schedule

The interviewer will not deviate from the interview schedule (except to clarify the meaning of the question) or probe beyond the answers received.  Replies are recorded on a questionnaire, and the order and wording of questions, and sometimes the range of alternative answers, is preset by the researcher.

A structured interview is also known as a formal interview (like a job interview).

• Structured interviews are easy to replicate as a fixed set of closed questions are used, which are easy to quantify – this means it is easy to test for reliability .
• Structured interviews are fairly quick to conduct which means that many interviews can take place within a short amount of time. This means a large sample can be obtained, resulting in the findings being representative and having the ability to be generalized to a large population.

Limitations

• Structured interviews are not flexible. This means new questions cannot be asked impromptu (i.e., during the interview), as an interview schedule must be followed.
• The answers from structured interviews lack detail as only closed questions are asked, which generates quantitative data . This means a researcher won’t know why a person behaves a certain way.

Unstructured Interview

Unstructured interviews do not use any set questions, instead, the interviewer asks open-ended questions based on a specific research topic, and will try to let the interview flow like a natural conversation. The interviewer modifies his or her questions to suit the candidate’s specific experiences.

Unstructured interviews are sometimes referred to as ‘discovery interviews’ and are more like a ‘guided conservation’ than a strictly structured interview. They are sometimes called informal interviews.

Unstructured interviews are most useful in qualitative research to analyze attitudes and values. Though they rarely provide a valid basis for generalization, their main advantage is that they enable the researcher to probe social actors’ subjective points of view.

Interviewer Self-Disclosure

Interviewer self-disclosure involves the interviewer revealing personal information or opinions during the research interview. This may increase rapport but risks changing dynamics away from a focus on facilitating the interviewee’s account.

In unstructured interviews, the informal conversational style may deliberately include elements of interviewer self-disclosure, mirroring ordinary conversation dynamics.

Interviewer self-disclosure risks changing the dynamics away from facilitation of interviewee accounts. It should not be ruled out entirely but requires skillful handling informed by reflection.

• An informal interviewing style with some interviewer self-disclosure may increase rapport and participant openness. However, it also increases the chance of the participant converging opinions with the interviewer.
• Complete interviewer neutrality is unlikely. However, excessive informality and self-disclosure risk the interview becoming more of an ordinary conversation and producing consensus accounts.
• Overly personal disclosures could also be seen as irrelevant and intrusive by participants. They may invite increased intimacy on uncomfortable topics.
• The safest approach seems to be to avoid interviewer self-disclosures in most cases. Where an informal style is used, disclosures require careful judgment and substantial interviewing experience.
• If asked for personal opinions during an interview, the interviewer could highlight the defined roles and defer that discussion until after the interview.
• Unstructured interviews are more flexible as questions can be adapted and changed depending on the respondents’ answers. The interview can deviate from the interview schedule.
• Unstructured interviews generate qualitative data through the use of open questions. This allows the respondent to talk in some depth, choosing their own words. This helps the researcher develop a real sense of a person’s understanding of a situation.
• They also have increased validity because it gives the interviewer the opportunity to probe for a deeper understanding, ask for clarification & allow the interviewee to steer the direction of the interview, etc. Interviewers have the chance to clarify any questions of participants during the interview.
• It can be time-consuming to conduct an unstructured interview and analyze the qualitative data (using methods such as thematic analysis).
• Employing and training interviewers is expensive and not as cheap as collecting data via questionnaires . For example, certain skills may be needed by the interviewer. These include the ability to establish rapport and knowing when to probe.
• Interviews inevitably co-construct data through researchers’ agenda-setting and question-framing. Techniques like open questions provide only limited remedies.

Focus Group Interview

Focus group interview is a qualitative approach where a group of respondents are interviewed together, used to gain an in‐depth understanding of social issues.

This type of interview is often referred to as a focus group because the job of the interviewer ( or moderator ) is to bring the group to focus on the issue at hand. Initially, the goal was to reach a consensus among the group, but with the development of techniques for analyzing group qualitative data, there is less emphasis on consensus building.

The method aims to obtain data from a purposely selected group of individuals rather than from a statistically representative sample of a broader population.

The role of the interview moderator is to make sure the group interacts with each other and do not drift off-topic. Ideally, the moderator will be similar to the participants in terms of appearance, have adequate knowledge of the topic being discussed, and exercise mild unobtrusive control over dominant talkers and shy participants.

A researcher must be highly skilled to conduct a focus group interview. For example, the moderator may need certain skills, including the ability to establish rapport and know when to probe.

• Group interviews generate qualitative narrative data through the use of open questions. This allows the respondents to talk in some depth, choosing their own words. This helps the researcher develop a real sense of a person’s understanding of a situation. Qualitative data also includes observational data, such as body language and facial expressions.
• Group responses are helpful when you want to elicit perspectives on a collective experience, encourage diversity of thought, reduce researcher bias, and gather a wider range of contextualized views.
• They also have increased validity because some participants may feel more comfortable being with others as they are used to talking in groups in real life (i.e., it’s more natural).
• When participants have common experiences, focus groups allow them to build on each other’s comments to provide richer contextual data representing a wider range of views than individual interviews.
• Focus groups are a type of group interview method used in market research and consumer psychology that are cost – effective for gathering the views of consumers .
• The researcher must ensure that they keep all the interviewees” details confidential and respect their privacy. This is difficult when using a group interview. For example, the researcher cannot guarantee that the other people in the group will keep information private.
• Group interviews are less reliable as they use open questions and may deviate from the interview schedule, making them difficult to repeat.
• It is important to note that there are some potential pitfalls of focus groups, such as conformity, social desirability, and oppositional behavior, that can reduce the usefulness of the data collected.

For example, group interviews may sometimes lack validity as participants may lie to impress the other group members. They may conform to peer pressure and give false answers.

To avoid these pitfalls, the interviewer needs to have a good understanding of how people function in groups as well as how to lead the group in a productive discussion.

Semi-Structured Interview

Semi-structured interviews lie between structured and unstructured interviews. The interviewer prepares a set of same questions to be answered by all interviewees. Additional questions might be asked during the interview to clarify or expand certain issues.

In semi-structured interviews, the interviewer has more freedom to digress and probe beyond the answers. The interview guide contains a list of questions and topics that need to be covered during the conversation, usually in a particular order.

Semi-structured interviews are most useful to address the ‘what’, ‘how’, and ‘why’ research questions. Both qualitative and quantitative analyses can be performed on data collected during semi-structured interviews.

• Semi-structured interviews allow respondents to answer more on their terms in an informal setting yet provide uniform information making them ideal for qualitative analysis.
• The flexible nature of semi-structured interviews allows ideas to be introduced and explored during the interview based on the respondents’ answers.
• Semi-structured interviews can provide reliable and comparable qualitative data. Allows the interviewer to probe answers, where the interviewee is asked to clarify or expand on the answers provided.
• The data generated remain fundamentally shaped by the interview context itself. Analysis rarely acknowledges this endemic co-construction.
• They are more time-consuming (to conduct, transcribe, and analyze) than structured interviews.
• The quality of findings is more dependent on the individual skills of the interviewer than in structured interviews. Skill is required to probe effectively while avoiding biasing responses.

The Interviewer Effect

Face-to-face interviews raise methodological problems. These stem from the fact that interviewers are themselves role players, and their perceived status may influence the replies of the respondents.

Because an interview is a social interaction, the interviewer’s appearance or behavior may influence the respondent’s answers. This is a problem as it can bias the results of the study and make them invalid.

For example, the gender, ethnicity, body language, age, and social status of the interview can all create an interviewer effect. If there is a perceived status disparity between the interviewer and the interviewee, the results of interviews have to be interpreted with care. This is pertinent for sensitive topics such as health.

For example, if a researcher was investigating sexism amongst males, would a female interview be preferable to a male? It is possible that if a female interviewer was used, male participants might lie (i.e., pretend they are not sexist) to impress the interviewer, thus creating an interviewer effect.

Flooding interviews with researcher’s agenda

The interactional nature of interviews means the researcher fundamentally shapes the discourse, rather than just neutrally collecting it. This shapes what is talked about and how participants can respond.

• The interviewer’s assumptions, interests, and categories don’t just shape the specific interview questions asked. They also shape the framing, task instructions, recruitment, and ongoing responses/prompts.
• This flooding of the interview interaction with the researcher’s agenda makes it very difficult to separate out what comes from the participant vs. what is aligned with the interviewer’s concerns.
• So the participant’s talk ends up being fundamentally shaped by the interviewer rather than being a more natural reflection of the participant’s own orientations or practices.
• This effect is hard to avoid because interviews inherently involve the researcher setting an agenda. But it does mean the talk extracted may say more about the interview process than the reality it is supposed to reflect.

Interview Design

First, you must choose whether to use a structured or non-structured interview.

Characteristics of Interviewers

Next, you must consider who will be the interviewer, and this will depend on what type of person is being interviewed. There are several variables to consider:

• Gender and age : This can greatly affect respondents’ answers, particularly on personal issues.
• Personal characteristics : Some people are easier to get on with than others. Also, the interviewer’s accent and appearance (e.g., clothing) can affect the rapport between the interviewer and interviewee.
• Language : The interviewer’s language should be appropriate to the vocabulary of the group of people being studied. For example, the researcher must change the questions’ language to match the respondents’ social background” age / educational level / social class/ethnicity, etc.
• Ethnicity : People may have difficulty interviewing people from different ethnic groups.
• Interviewer expertise should match research sensitivity – inexperienced students should avoid interviewing highly vulnerable groups.

Interview Location

The location of a research interview can influence the way in which the interviewer and interviewee relate and may exaggerate a power dynamic in one direction or another. It is usual to offer interviewees a choice of location as part of facilitating their comfort and encouraging participation.

However, the safety of the interviewer is an overriding consideration and, as mentioned, a minimal requirement should be that a responsible person knows where the interviewer has gone and when they are due back.

Remote Interviews

The COVID-19 pandemic necessitated remote interviewing for research continuity. However online interview platforms provide increased flexibility even under normal conditions.

They enable access to participant groups across geographical distances without travel costs or arrangements. Online interviews can be efficiently scheduled to align with researcher and interviewee availability.

There are practical considerations in setting up remote interviews. Interviewees require access to internet and an online platform such as Zoom, Microsoft Teams or Skype through which to connect.

Certain modifications help build initial rapport in the remote format. Allowing time at the start of the interview for casual conversation while testing audio/video quality helps participants settle in. Minor delays can disrupt turn-taking flow, so alerting participants to speak slightly slower than usual minimizes accidental interruptions.

Keeping remote interviews under an hour avoids fatigue for stare at a screen. Seeking advanced ethical clearance for verbal consent at the interview start saves participant time. Adapting to the remote context shows care for interviewees and aids rich discussion.

However, it remains important to critically reflect on how removing in-person dynamics may shape the co-created data. Perhaps some nuances of trust and disclosure differ over video.

Vulnerable Groups

The interviewer must ensure that they take special care when interviewing vulnerable groups, such as children. For example, children have a limited attention span, so lengthy interviews should be avoided.

Developing an Interview Schedule

An interview schedule is a list of pre-planned, structured questions that have been prepared, to serve as a guide for interviewers, researchers and investigators in collecting information or data about a specific topic or issue.

• List the key themes or topics that must be covered to address your research questions. This will form the basic content.
• Organize the content logically, such as chronologically following the interviewee’s experiences. Place more sensitive topics later in the interview.
• Develop the list of content into actual questions and prompts. Carefully word each question – keep them open-ended, non-leading, and focused on examples.
• Add prompts to remind you to cover areas of interest.
• Pilot test the interview schedule to check it generates useful data and revise as needed.
• Be prepared to refine the schedule throughout data collection as you learn which questions work better.
• Practice skills like asking follow-up questions to get depth and detail. Stay flexible to depart from the schedule when needed.
• Keep questions brief and clear. Avoid multi-part questions that risk confusing interviewees.
• Listen actively during interviews to determine which pre-planned questions can be skipped based on information the participant has already provided.

The key is balancing preparation with the flexibility to adapt questions based on each interview interaction. With practice, you’ll gain skills to conduct productive interviews that obtain rich qualitative data.

The Power of Silence

Strategic use of silence is a key technique to generate interviewee-led data, but it requires judgment about appropriate timing and duration to maintain mutual understanding.

• Unlike ordinary conversation, the interviewer aims to facilitate the interviewee’s contribution without interrupting. This often means resisting the urge to speak at the end of the interviewee’s turn construction units (TCUs).
• Leaving a silence after a TCU encourages the interviewee to provide more material without being led by the interviewer. However, this simple technique requires confidence, as silence can feel socially awkward.
• Allowing longer silences (e.g. 24 seconds) later in interviews can work well, but early on even short silences may disrupt rapport if they cause misalignment between speakers.
• Silence also allows interviewees time to think before answering. Rushing to re-ask or amend questions can limit responses.
• Blunt backchannels like “mm hm” also avoid interrupting flow. Interruptions, especially to finish an interviewee’s turn, are problematic as they make the ownership of perspectives unclear.
• If interviewers incorrectly complete turns, an upside is it can produce extended interviewee narratives correcting the record. However, silence would have been better to let interviewees shape their own accounts.

Recording & Transcription

Design choices.

Design choices around recording and engaging closely with transcripts influence analytic insights, as well as practical feasibility. Weighing up relevant tradeoffs is key.

• Audio recording is standard, but video better captures contextual details, which is useful for some topics/analysis approaches. Participants may find video invasive for sensitive research.
• Digital formats enable the sharing of anonymized clips. Additional microphones reduce audio issues.
• Doing all transcription is time-consuming. Outsourcing can save researcher effort but needs confidentiality assurances. Always carefully check outsourced transcripts.
• Online platform auto-captioning can facilitate rapid analysis, but accuracy limitations mean full transcripts remain ideal. Software cleans up caption file formatting.
• Verbatim transcripts best capture nuanced meaning, but the level of detail needed depends on the analysis approach. Referring back to recordings is still advisable during analysis.
• Transcripts versus recordings highlight different interaction elements. Transcripts make overt disagreements clearer through the wording itself. Recordings better convey tone affiliativeness.

Transcribing Interviews & Focus Groups

Here are the steps for transcribing interviews:

• Play back audio/video files to develop an overall understanding of the interview
• Format the transcription document:
• Add line numbers
• Separate interviewer questions and interviewee responses
• Use formatting like bold, italics, etc. to highlight key passages
• Provide sentence-level clarity in the interviewee’s responses while preserving their authentic voice and word choices
• Break longer passages into smaller paragraphs to help with coding
• If translating the interview to another language, use qualified translators and back-translate where possible
• Select a notation system to indicate pauses, emphasis, laughter, interruptions, etc., and adapt it as needed for your data
• Insert screenshots, photos, or documents discussed in the interview at the relevant point in the transcript
• Read through multiple times, revising formatting and notations
• Double-check the accuracy of transcription against audio/videos
• De-identify transcript by removing identifying participant details

The goal is to produce a formatted written record of the verbal interview exchange that captures the meaning and highlights important passages ready for the coding process. Careful transcription is the vital first step in analysis.

Coding Transcripts

The goal of transcription and coding is to systematically transform interview responses into a set of codes and themes that capture key concepts, experiences and beliefs expressed by participants. Taking care with transcription and coding procedures enhances the validity of qualitative analysis .

• Read through the transcript multiple times to become immersed in the details
• Identify manifest/obvious codes and latent/underlying meaning codes
• Highlight insightful participant quotes that capture key concepts (in vivo codes)
• Create a codebook to organize and define codes with examples
• Use an iterative cycle of inductive (data-driven) coding and deductive (theory-driven) coding
• Refine codebook with clear definitions and examples as you code more transcripts
• Collaborate with other coders to establish the reliability of codes

Ethical Issues

Informed consent.

The participant information sheet must give potential interviewees a good idea of what is involved if taking part in the research.

This will include the general topics covered in the interview, where the interview might take place, how long it is expected to last, how it will be recorded, the ways in which participants’ anonymity will be managed, and incentives offered.

It might be considered good practice to consider true informed consent in interview research to require two distinguishable stages:

• Consent to undertake and record the interview and
• Consent to use the material in research after the interview has been conducted and the content known, or even after the interviewee has seen a copy of the transcript and has had a chance to remove sections, if desired.

Power and Vulnerability

• Early feminist views that sensitivity could equalize power differences are likely naive. The interviewer and interviewee inhabit different knowledge spheres and social categories, indicating structural disparities.
• Power fluctuates within interviews. Researchers rely on participation, yet interviewees control openness and can undermine data collection. Assumptions should be avoided.
• Interviews on sensitive topics may feel like quasi-counseling. Interviewers must refrain from dual roles, instead supplying support service details to all participants.
• Interviewees recruited for trauma experiences may reveal more than anticipated. While generating analytic insights, this risks leaving them feeling exposed.
• Ultimately, power balances resist reconciliation. But reflexively analyzing operations of power serves to qualify rather than nullify situtated qualitative accounts.

Some groups, like those with mental health issues, extreme views, or criminal backgrounds, risk being discredited – treated skeptically by researchers.

This creates tensions with qualitative approaches, often having an empathetic ethos seeking to center subjective perspectives. Analysis should balance openness to offered accounts with critically examining stakes and motivations behind them.

Potter, J., & Hepburn, A. (2005). Qualitative interviews in psychology: Problems and possibilities.  Qualitative research in Psychology ,  2 (4), 281-307.

Houtkoop-Steenstra, H. (2000). Interaction and the standardized survey interview: The living questionnaire . Cambridge University Press

Madill, A. (2011). Interaction in the semi-structured interview: A comparative analysis of the use of and response to indirect complaints. Qualitative Research in Psychology, 8 (4), 333–353.

Maryudi, A., & Fisher, M. (2020). The power in the interview: A practical guide for identifying the critical role of actor interests in environment research. Forest and Society, 4 (1), 142–150

O’Key, V., Hugh-Jones, S., & Madill, A. (2009). Recruiting and engaging with people in deprived locales: Interviewing families about their eating patterns. Social Psychological Review, 11 (20), 30–35.

Puchta, C., & Potter, J. (2004). Focus group practice . Sage.

Schaeffer, N. C. (1991). Conversation with a purpose— Or conversation? Interaction in the standardized interview. In P. P. Biemer, R. M. Groves, L. E. Lyberg, & N. A. Mathiowetz (Eds.), Measurement errors in surveys (pp. 367–391). Wiley.

Silverman, D. (1973). Interview talk: Bringing off a research instrument. Sociology, 7 (1), 31–48.

18 Researcher Interview Questions (With Example Answers)

It's important to prepare for an interview in order to improve your chances of getting the job. Researching questions beforehand can help you give better answers during the interview. Most interviews will include questions about your personality, qualifications, experience and how well you would fit the job. In this article, we review examples of various researcher interview questions and sample answers to some of the most common questions.

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Common Researcher Interview Questions

What inspired you to pursue a career in research, what do you think sets research apart from other disciplines, what do you think is the most important skill for a researcher, what do you think is the most exciting thing about research, what do you think is the best thing about being a researcher, what do you think is the worst thing about being a researcher, what do you think is the most challenging thing about research, what do you think is the best thing about conducting research, what do you think is the worst thing about conducting research, what do you think is the most important thing to remember when conducting research, what do you think is the best way to approach research, what do you think is the worst way to approach research, what do you think is the most important thing to keep in mind when writing a research paper, what do you think is the best way to format a research paper, what do you think is the worst way to format a research paper, what do you think is the most important thing to consider when choosing a topic for a research paper, what do you think is the best way to go about finding sources for a research paper, what do you think is the worst way to go about finding sources for a research paper.

There are many reasons why someone might be inspired to pursue a career in research. For example, they may be inspired by the opportunity to make new discoveries that could improve the lives of people around the world. Or, they may be motivated by the challenge of solving complex problems and pushing the boundaries of knowledge.

It is important for interviewers to ask this question because it can help them to understand a candidate's motivation for pursuing a career in research. This can be helpful in assessing whether the candidate is likely to be successful in their role and whether they will be a good fit for the organisation.

Example: “ I have always been fascinated by the process of discovery and the role that research plays in advancing our understanding of the world around us. Pursuing a career in research allows me to contribute to this process and to make a difference in the world. ”

There are a few reasons why an interviewer might ask this question. First, they may be trying to gauge your level of experience and expertise in research. Second, they may be trying to understand your research process and methods. Finally, they may be trying to assess your ability to communicate and collaborate with other researchers.

This question is important because it can help the interviewer understand your level of experience and expertise in research. Additionally, it can help them understand your research process and methods. Finally, it can help them assess your ability to communicate and collaborate with other researchers.

Example: “ There are a few key things that set research apart from other disciplines: 1. The scientific method: In order to be considered research, an investigation must follow the scientific method, which is a systematic process for gathering and testing evidence. This ensures that research is as objective and unbiased as possible. 2. Peer review: Another key element of research is peer review, which is the process by which experts in a field check each other's work to ensure its quality. This helps to ensure that only the best and most reliable research is published. 3. Replication: Research is also designed to be replicated, or repeated, in order to verify its findings. This helps to ensure that the results are not simply due to chance or error. ”

There are many important skills for researchers, but some skills are more important than others. The most important skill for researchers is the ability to think critically. Critical thinking is the ability to analyze data and information and make decisions based on that analysis. It is important because it allows researchers to understand complex problems and find solutions to those problems.

Example: “ There are many important skills for a researcher, but some of the most important include: -The ability to ask clear and concise research questions -The ability to design effective research studies -The ability to collect high-quality data -The ability to analyze data effectively -The ability to communicate research findings clearly and effectively ”

There are many possible reasons an interviewer might ask this question to a researcher. They may be trying to gauge the level of enthusiasm the researcher has for their work, or they may be trying to assess how well the researcher understands the implications of their research. Additionally, the interviewer may be trying to determine if the researcher is able to articulate the significance of their work in a way that is understandable and relatable to a lay audience. Ultimately, it is important for the interviewer to gain a better understanding of the researcher's motivations and perspective on their work in order to get a sense of how well they will be able to communicate their findings to the public.

Example: “ There are many exciting things about research, but one of the most exciting things is the opportunity to make new discoveries. Every day, researchers are uncovering new information about the world around us and the universe we live in. This constantly expanding body of knowledge provides us with a greater understanding of our place in the world and how we can improve our lives. ”

There could be several reasons why an interviewer might ask this question. They may be trying to gauge the researcher's level of commitment to their work, or they may be trying to identify what motivates the researcher to do their job. Additionally, the interviewer may be trying to assess the researcher's ability to reflect on their work and identify areas of improvement. Ultimately, it is important for the interviewer to understand what the researcher finds most rewarding about their work in order to determine whether or not the researcher is a good fit for the position.

Example: “ There are many great things about being a researcher. One of the best things is that researchers get to learn new things all the time. They also get to help other people learn new things by sharing their findings with them. Researchers also get to travel to different places to conduct their research, which can be very exciting. ”

The interviewer is trying to gauge the researcher's self-awareness and ability to reflect on their work. This is important because it shows that the researcher is able to identify areas for improvement and is committed to professional development.

Example: “ There are a few potential drawbacks to being a researcher. First, the job can be quite isolating. Researchers often work alone in their labs or offices, and they may not have much interaction with other people on a daily basis. This can be lonely and frustrating for some people. Second, research can be slow and tedious. It can take years to complete a study, and the results may not be immediately apparent. This can be frustrating for people who want to see quick results. Finally, research can be expensive. Funding for research projects is often limited, so researchers may have to make do with less money than they would like. This can make it difficult to conduct high-quality research. ”

There are many potential challenges that come with research, such as finding accurate and reliable sources, developing a hypothesis, conducting experiments or surveys, and analyzing data. The most challenging thing about research can vary depending on the project and the researcher's individual skills and experience. By asking this question, the interviewer is trying to understand what the researcher feels is the most difficult part of the research process and why they feel that way. This information can help the interviewer determine if the researcher is a good fit for the project and if they will be able to overcome any challenges they may face.

Example: “ There are many challenges that come with research, but I think the most challenging thing is trying to find accurate and reliable information. With so much information available online, it can be difficult to know what is true and what is not. This can make it challenging to find the right data and resources to use for your research. ”

There are many reasons why an interviewer might ask a researcher what they think is the best thing about conducting research. It is important to remember that research is a process of inquiry that is used to uncover new knowledge or to confirm existing knowledge. The best thing about conducting research is that it allows us to constantly learn new things and to deepen our understanding of the world around us.

Example: “ There are many great things about conducting research, but one of the best things is that it allows you to explore new ideas and discover new knowledge. It can be very exciting to be on the cutting edge of new discoveries, and research allows you to do just that. Additionally, research is a great way to learn more about a specific topic or subject that you are interested in. Conducting research can help you gain a deeper understanding of the world around you and how it works. ”

The interviewer is trying to gauge the researcher's ability to reflect on their work and identify areas for improvement. This is important because it shows that the researcher is constantly trying to improve their methods and is willing to listen to criticism.

Example: “ There are a few potential worst things about conducting research, depending on the individual researcher's perspective. One worst thing could be the amount of time and effort required to produce high-quality research results. This can be especially true in fields where data is difficult to collect or analyze, or where experiments are expensive or time-consuming to carry out. Another worst thing about conducting research could be the pressure to publish results in prestigious journals, which can lead to cut corners being taken in the research process. Additionally, some researchers may find the constant criticism and peer review process to be frustrating and demoralizing. ”

An interviewer would ask this question in order to gauge the respondent's understanding of the research process and their ability to identify key components of a successful research project. It is important for researchers to be able to identify the most important aspects of their work in order to ensure that they are able to effectively communicate their findings to others. Additionally, this question can help to reveal areas where the respondent may need further training or education in order to improve their research skills.

Example: “ There are a few things that are important to remember when conducting research: 1. Make sure you have a clear research question that you want to answer. This will help guide your research and keep you focused. 2. Do your background research and make sure you understand the topic area you are researching. This will help ensure that your research is accurate and complete. 3. Be sure to use reliable and credible sources for your research. This will help ensure that your findings are trustworthy. 4. Be organized and keep track of your data and findings. This will help you to see patterns and trends in your data, and make it easier to write up your results. 5. Be critical of your data and findings, and try to identify any potential biases or errors. This will help you to produce more accurate results. ”

The interviewer is likely looking for qualities that the researcher has that make them successful at their job. This might include qualities such as being able to effectively plan and execute research projects, being able to troubleshoot problems that arise, and being able to communicate findings to others. It is important for the interviewer to gauge the researcher's self-awareness and ability to reflect on their own work in order to get a sense of how they might approach future projects.

Example: “ There is no one answer to this question as different researchers will have different opinions on the best way to approach research. However, some general tips that may be useful include: developing a clear research question or hypothesis, reviewing the relevant literature, designing an appropriate study methodology, collecting and analyzing data, and drawing conclusions based on the findings. It is also important to communicate the results of one's research in a clear and concise manner. ”

There are a few reasons why an interviewer might ask this question. First, they want to see if the researcher is familiar with different research approaches and can identify which ones are less effective. Second, the interviewer wants to gauge the researcher's critical thinking skills and ability to identify flaws in research methods. Finally, this question allows the interviewer to get a sense of the researcher's opinion on the best way to conduct research.

This question is important because it allows the interviewer to assess the researcher's knowledge of research methods, critical thinking skills, and opinion on the best way to conduct research. By understanding the researcher's thoughts on this topic, the interviewer can get a better sense of their thought process and whether they would be a good fit for the position.

Example: “ There is no one-size-fits-all answer to this question, as the worst way to approach research depends on the specific research question and context. However, some general approaches that could be considered bad ways to approach research include: 1. Not Defining the Research Question Clearly If the research question is not clearly defined from the outset, it can be difficult to know what direction to take the research in and what data to collect. This can lead to a lot of wasted time and effort, as well as potentially biased or irrelevant results. 2. Relying Too Much on Secondary Data While secondary data can be a valuable resource, it should not be relied upon too heavily. This is because secondary data may not be relevant to the specific research question or context, and it may also be out of date. In addition, secondary data cannot be controlled by the researcher, so it may not be possible to obtain the level of detail required for the research. 3. Collecting Data Without a Plan It is important to have a plan for how data will be collected before starting to collect it. This plan should specify what type of data will be collected, how it will be collected, and who will be responsible for collecting ”

The interviewer is likely trying to gauge the researcher's writing ability and whether they are able to produce a well-thought-out, comprehensive research paper. The most important thing to keep in mind when writing a research paper is to make sure that all of the information is accurate and that the sources are reliable. The paper should also be clear and concise so that the reader can easily follow the argument.

Example: “ There are a few things to keep in mind when writing a research paper that will help ensure your paper is well-received by your audience. First, make sure to choose a topic that is interesting and relevant to your audience. Second, take the time to thoroughly research your topic and provide well-supported arguments for your position. Third, be sure to edit and proofread your paper before submitting it for review. By following these simple tips, you can increase the chances that your research paper will be well-received by your intended audience. ”

The best way to format a research paper may vary depending on the discipline, but there are some general guidelines that can help a researcher ensure their paper is well-formatted and easy to read. Some important considerations for formatting a research paper include margins, font size and type, line spacing, and page numbers. Proper formatting can help make a research paper more accessible and easier to read, which can ultimately lead to more impactful research.

Example: “ There is no one correct answer to this question. Different researchers have different preferences for how to format a research paper. Some common elements that are typically included in a research paper are an abstract, introduction, literature review, methodology, results, and discussion. ”

There is no one answer to this question, as it depends on the specific field of research and the preferences of the journal or conference. However, some elements that could make a research paper poorly formatted include using an incorrect citation style, not following the required page layout, or using too many graphics and images. Poorly formatted papers can be difficult to read and may be less likely to be accepted for publication.

Example: “ There is no one "worst" way to format a research paper. However, there are several common formatting errors that can make a paper difficult to read and understand. These include: • Not using proper headings and subheadings to organize the paper. • Not using clear and concise sentences. • Not using proper grammar and punctuation. • Not citing sources properly. ”

There are many things to consider when choosing a topic for a research paper, but the most important thing is to choose a topic that is interesting and relevant to the researcher. The topic should also be something that the researcher is familiar with and has some knowledge about. Additionally, the topic should be something that is not too narrow or too broad, and it should be something that has been researched before.

Example: “ There are many things to consider when choosing a topic for a research paper. The most important thing is to choose a topic that is interesting and relevant to you. It is also important to choose a topic that is narrow enough to be covered in a single research paper. Additionally, it is important to consider the resources available to you when choosing a topic. Finally, it is also important to consider the audience you are writing for when choosing a topic. ”

One of the most important aspects of research is finding reliable sources. Without sources that can be verified and relied upon, the researcher's findings will not be credible. Therefore, it is important for the interviewer to ask how the researcher plans to find sources for their paper in order to ensure that the research is of high quality.

Example: “ There is no one answer to this question as it depends on the topic of the research paper and the type of sources required. However, some tips on finding sources for a research paper include using online search engines such as Google Scholar, looking through bibliographies of relevant books and articles, and searching for open access journals that cover the topic. Additionally, contacting experts in the field and asking for recommendations can be helpful. ”

The interviewer is trying to gauge the researcher's ability to find reliable sources of information. This is important because research papers are only as good as the sources they are based on. If a researcher cannot find reliable sources, then their paper will not be credible.

Example: “ There are a few ways that researchers can go about finding sources for their papers that are considered to be less than ideal. One way is to simply do a Google search on the topic and hope that relevant sources come up. This is often not very effective, as much of the information that comes up in a general search may not be relevant or reliable. Another way is to ask friends or colleagues for recommendations. This can be somewhat helpful, but it is often limited to the resources that those individuals are aware of. A better way to find sources is to use a database or search engine specifically designed for academic research. These tools will allow you to narrow your search to more reputable and relevant sources. ”

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10 Common Interview Questions and How to Answer Them

Do you have a job interview coming up? Interview preparation is key. Before going, review the most common interview questions, plan your responses, and research the company so you can walk into the room prepared.

When you get an interview, you’re probably excited and wondering about the most common interview questions. To prepare for your interview and make a great first impression, explore this list of 10 common interview questions and plan your responses. 

1. Tell me about yourself. 

This warm-up question is your chance to make an impactful first impression. Be prepared to describe yourself in a few sentences. You can mention: 

Your past experiences and how they relate to the current job

How your most recent job is tied to this new opportunity

Two of your strengths

One personal attribute, like a hobby or an interest

Most of this response leans on your past work experience, with a small dash of your personal life added at the end of the reaction. Keep your answer to two to four minutes.

2. Why do you want to work for this company?

The answer to this interview question should include specifics about the company, so you’ll need to conduct pre-interview research. If, for example, the company is known for its collaborative culture, you could point out successes you’ve had while collaborating with a team. 

Look for company-specific information on their website and social channels. Pay attention to the company’s mission statement, values, and the ‘About us’ section. Explore employee-specific posts on social media to learn about the company’s culture or outreach programmes. Combine this information with relatable skills to show your preparedness and enthusiasm for the company. 

3. Why are you leaving your current role?

When asked about leaving a previous job, be honest but positive. Even if you left a job under trying circumstances, keep your response short and upbeat. Here are some suggestions:

I’m looking for a company that better aligns with my values. 

I’m excited to find a company where I can grow my career. 

I’ve decided to go down a different career path.

My position was downsized, but I’m looking forward to a new opportunity. 

I’m excited to explore a culture in line with my personality. 

I’m ready to take on a new challenge with an innovative company. 

I’ve aspired to work for this company and seized the chance to apply.

4. What is your biggest weakness?

When identifying weaknesses, think about some conflicts you’ve had to overcome. Maybe it’s difficult for you to take criticism, collaborate, or make public presentations. Take these challenges and frame them with a solution. For instance, you learned to take feedback to improve a project, collaborate to elevate a product’s offerings or use presentations to build confidence. 

5. What do you consider your most outstanding achievement?

Your most outstanding achievement should be something specific, like bringing a new video game to a saturated market despite a lack of resources. Discuss a work-related triumph as a way to mention your achievements instead of listing awards or accolades humbly. This achievement should also fall in line with the company’s mission, goals, or the position’s objectives.

6. Tell me about a difficult situation you’ve faced and how you handled it. 

This question asks about your character during moments of stress. Think of a time when you faced an impossible deadline, had to choose sides, or navigated interoffice turmoil. Explain the problem and how you stayed calm and focused on the solution that produced a resolution. 

7. Give an example of how you’ve exceeded your role requirements. 

While you might be tempted to mention the extra hours you put in or the additional tasks you take on, it’s best to showcase your skills with a story. Talk about the innovative methods you deployed to revive a stalled project or roles you filled when your team was downsized.   

8. What are your salary expectations?

Salary talks can be sensitive, but they’re necessary. Research a competitive salary before your interview so you don’t aim too high or low. You can use tools like a Salary Calculator or Salary Comparison and Estimator to get baseline compensation. Remember to mention years of experience or specific certifications that enhance your value.   

9. Where do you see yourself five years from now? 

Another common interview question looks at your five-year plan. Promoting your commitment to the company while looking towards growth opportunities would be best.  

More specifically, you can craft a response that explores your:

Position-related goals

Potential experiences within the company over the next five years

Possible certifications, skills, or achievements you might obtain

Aspirations for growth within the role 

10. Do you have any questions for us? 

Typically, this is the last interview question, and it might be tempting to say, 'No. I’m all set.' However, this question allows you to show your interest in the position. Some questions you could ask include:

What are the day-to-day tasks involved in this role?

How do you evaluate the progress of this role? 

What ongoing educational or training opportunities could I pursue in this role?

Where do you see the company in five years?

How would you describe the company culture?

How to prepare for an interview

Before your interview, you should do a few things in preparation. To make a great first impression, research the company, practice your responses to common interview questions, and run through a practice interview. For more specific tips, take a look at this pre-interview checklist:  

Research the company.

Start your research on the company website. Look over the company mission statement, values, and company history. Next, check Google News for any articles that include the company. Comb through the company’s social accounts, paying particular attention to the product- or employee-related posts. Also, read the LinkedIn profiles of the company’s key players and, if possible, the profile of your hiring manager. 

Understand company work culture.

You can take time to learn about the company culture by looking at employee photos on social media and checking out the company's news coverage. You might see team-building events on its Facebook Page or news coverage of a recent fundraiser, which can help you understand the culture. You can also check for employee testimonials on business rating platforms like Glassdoor.

Prepare your answers.

Take some time to review the most common interview questions and practice your answers. You don’t want to sound rehearsed, so write down a few bullet points for each question and discuss them differently each time. 

Practice the interview.

Ask a friend or family member to role-play with you. Go through the standard interview questions, and practice your greeting and exit. Wear the outfit and shoes you plan to wear during the practice to ensure you’re comfortable.

Ask for feedback. 

Ask your mock interviewer to give you feedback. Maybe you slumped in the chair, nervously bounced your knees, or got stuck on a particular interview question. The person helping you can give tips to improve your interview skills.  

Next steps 

In addition to role-playing, consider taking an online class or two to improve your interview skills. Prepare for a successful job search with the Interviewing and Resume Writing in English Specialisation from the University of Maryland. Learn at your own pace and practice your interviewing skills with other job seekers from around the globe. 

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Original research article, patients' experiences and perspectives regarding the use of digital technology to support exercise-based cardiac rehabilitation: a qualitative interview study.

• 1 Faculty of Medicine, Paracelsus Medical University, Salzburg, Austria
• 2 Ludwig Boltzmann Institute for Digital Health and Prevention, Salzburg, Austria
• 3 University Institute of Sports Medicine, Prevention and Rehabilitation and Research Institute of Molecular Sports Medicine and Rehabilitation, Paracelsus Medical University, Salzburg, Austria
• 4 Department of Health Promotion, Care and Public Health Research Institute, Maastricht University, Maastricht, Netherlands

Introduction: Despite the well-known benefits of exercise-based cardiac rehabilitation for the secondary prevention of cardiovascular disease, participation in cardiac rehabilitation programmes and adherence to secondary prevention recommendations remain limited. Digital technologies have the potential to address low participation and adherence but attempts at implementing digital health interventions in real-life clinical practice frequently encounter various barriers. Studies about patients' experiences and perspectives regarding the use of digital technology can assist developers, researchers and clinicians in addressing or pre-empting patient-related barriers. This study was therefore conducted to investigate the experiences and perspectives of cardiac rehabilitation patients in Austria with regard to using digital technology for physical activity and exercise.

Methods: Twenty-five current and former cardiac rehabilitation patients (18 men and 7 women, age range 39 to 83) with various cardiac conditions were recruited from a clinical site in Salzburg, Austria. Semi-structured qualitative interviews were audio-recorded and transcribed verbatim. The analysis followed a descriptive phenomenological approach, applying the framework analysis method.

Results: The sample was diverse, including interviewees who readily used digital devices to support their physical activity, exercise and health monitoring, and interviewees who did not. Simplicity, convenience and accessibility were highlighted as important facilitators for the use of digital technology, while annoyance with digital devices, concerns about becoming dependent on them, or simply a preference to not use digital technology were commonly stated reasons for non-use. Interviewees' views on data protection, data sharing and artificial intelligence revealed wide variations in individuals' prior knowledge and experience about these topics, and a need for greater accessibility and transparency of data protection regulation and data sharing arrangements.

Discussion: These findings support the importance that is attributed to user-centred design methodologies in the conceptualisation and design of digital health interventions, and the imperative to develop solutions that are simple, accessible and that can be personalised according to the preferences and capabilities of the individual patient. Regarding data protection, data sharing and artificial intelligence, the findings indicate opportunity for information and education, as well as the need to offer patients transparency and accountability in order to build trust in digital technology and digital health interventions.

1 Introduction

The growing prevalence of cardiovascular disease (CVD) presents an increasing global challenge. Accounting for 18.6 million deaths per year in 2019, CVD remains the leading cause of death worldwide ( 1 ). Patients suffering from CVD and its sequelae such as myocardial infarction, heart failure and stroke face severe burden, including reduced quality of life, reduced exercise tolerance and a higher risk of hospital admissions and mortality ( 2 ). In Austria in 2019, the age-standardised CVD incidence was 654 per 100,000, the age-standardised mortality attributed to CVD was 151 per 100,000, and CVD accounted for 5,105 disability-adjusted life-years per 100,000 across all ages in both sexes ( 1 ). Prevention is of utmost importance to reduce morbidity and mortality caused by CVD ( 3 ).

Exercise-based cardiac rehabilitation is an evidence-based secondary prevention model that has been proven to prolong life and improve functional capacity, well-being and quality of life for individuals with CVD ( 4 , 5 ). Exercise-based cardiac rehabilitation is a multidisciplinary intervention comprising clinical assessments, patient education, pharmacological therapy, exercise training, physical activity counselling, psychological support and support to address CVD risk factors and lifestyle modifications. In the setting of this study in Austria, cardiac rehabilitation provision is standardised according to national guidelines and organised in four phases: phase I refers to the acute hospital admission; phase II refers to a structured programme under medical supervision in an inpatient (3 to 4 weeks) or outpatient (up to 6 weeks) setting, with the main focus on improving physical performance; phase III refers to a 6 to 12 months outpatient programme, with the aim of supporting sustainability of lifestyle modifications; and phase IV refers to patients' independent lifelong secondary prevention by continuing the CVD preventive behaviour from the previous phases ( 6 , 7 ). Notably, the structure and organisation of cardiac rehabilitation programmes can differ between countries ( 8 ).

Despite the well-known benefits of exercise-based cardiac rehabilitation, many patients who qualify for it based on their medical history do not participate in cardiac rehabilitation programmes, with reported participation rates among eligible CVD patients in Austria of 30% and 20% for phases II and III, respectively ( 9 ), and 30%–50% in other European countries ( 8 ). Moreover, there is limited adherence and carry-over from the well-supervised cardiac rehabilitation phases to patients' independent secondary prevention behaviour. The maintenance of regular heart-healthy physical activity and exercise, for example, constitutes a crucial secondary prevention behaviour, but the effectiveness of cardiac rehabilitation programmes for establishing long-tern physical activity habits is variable ( 10 , 11 ).

Low participation in cardiac rehabilitation programmes and poor long-term adherence to CVD secondary prevention behaviours are important contributing factors for re-hospitalisation and high rates of morbidity and mortality. The underlying reasons for low participation and poor adherence are many and multi-faceted ( 12 , 13 ), including patients' employment and family responsibilities, location of cardiac rehabilitation centres and resulting travel times for patients, lack of social support from family and friends, and lack of knowledge and low health literacy (i.e., an individual's ability to access, understand and act on health information; 14 ) of individuals with CVD.

Digital technologies have the potential to address or at least alleviate some of these reasons. The term “digital health” describes the implementation of digital technology in the context of healthcare, encompassing “electronic health” (i.e., the use of information and communications technology in the health domain), “mobile health” (i.e., the use of wireless technologies for the purpose of health), “telemedicine” (i.e., the provision of health services at a distance), and emerging areas such as the use of advanced computing sciences in big data and artificial intelligence ( 15 ). Numerous scientific publications describe the vast potential of digital health interventions to advance the care of individuals with CVD, for example by enabling home-based and technology-based cardiac rehabilitation across phases II, III and IV ( 16 ), by supporting regular physical activity and other heart-healthy lifestyle modifications through text-messaging programmes, smartphone applications and wearable devices ( 17 ), or by enhancing clinical decision-making through artificial intelligence-supported analysis of large volumes of patient data ( 18 ). Moreover, systematic reviews provide good evidence of patient safety of digital health interventions for cardiac rehabilitation, with some studies even reporting fewer associated adverse events in digital intervention groups than in control groups ( 19 ). However, attempts at implementing such digital health interventions in real-life clinical practice frequently encounter various barriers ( 20 ). From the perspective of CVD patients, two consistently reported barriers are poor digital literacy and skills (i.e., lack of understanding of, or lack of physical capabilities to interact with digital health interventions) and low acceptability (i.e., lack of perceived effectiveness and low use of digital health interventions; 20 ).

Insight into CVD patients’ experiences and perspectives regarding the use of digital technology can assist developers, researchers and clinicians in addressing or pre-empting these patient-related barriers. These patient perspectives can be incorporated in the design of digital health interventions and in the design of evaluation studies and implementation strategies for digital health interventions. But to date, there have not been any publications of such studies for the Austrian cardiac rehabilitation community.

The present study was therefore conducted to investigate the experiences and perspectives of cardiac rehabilitation patients in Austria with regard to using digital technology, in particular for physical activity and exercise. The study addressed the following research questions: What are the reasons for use or non-use of digital devices? What are obstacles to the implementation of digital health interventions? What is the user experience and acceptance of currently available digital technology? And what are patients' views on recent developments and challenges in digital health around data protection, data sharing and artificial intelligence?

2 Materials and methods

2.1 study design.

We conducted a qualitative study with semi-structured interviews to explore patients' experiences and perspectives regarding the use of digital technology to support exercise-based cardiac rehabilitation. The reporting of this study follows the Consolidated Criteria for Reporting Qualitative Research (COREQ; 21 ). The COREQ checklist is provided in Supplementary Appendix S1 . In the overarching methodological orientation of this work, we took a phenomenological approach, aiming to explore the topic from the perspective of those who have lived experience of CVD and cardiac rehabilitation ( 22 ).

2.2 Setting and sampling

The study was conducted at the Ludwig Boltzmann Institute for Digital Health and Prevention in Salzburg, Austria. Participants were recruited from among current and previous cardiac rehabilitation patients at the University Institute of Sports Medicine, Prevention and Rehabilitation in Salzburg, Austria. The sampling strategy was purposive, aiming for diverse representation in terms of age, gender and time since cardiac event.

A target sample of 25 participants was possible within the study resources and timeline and expected to yield relevant breadth and depth of data. Eligible were adult patients with a diagnosed CVD who were current or previous participants in phase II cardiac rehabilitation and residents of the city of Salzburg or its surrounding areas. Excluded were individuals with limited German language proficiency. Forty-nine eligible patients were identified from patient records at the recruiting site and invited to take part in the study, either in writing by letter or in person by clinical staff at the site. Patients were provided with a study information leaflet including a contact for patients to inquire further about the study. Patients were given at least 48 h to consider their participation in the study. All patients who agreed to take part in the study gave written informed consent.

2.3 Data collection

The content of the semi-structured interviews was developed based on relevant literature and included questions to explore two major topic areas: physical activity in cardiac rehabilitation, and digital technology. The interview guide was piloted with members of the Ludwig Boltzmann Institute's service user advisory group, consisting of CVD patients who had attended cardiac rehabilitation. All interviews were conducted by JG either face-to-face in a private room at the Ludwig Boltzmann Institute or remotely via video call if preferred by the participant. Interviews lasted between 34 and 92 min. No other persons were present during the interviews. Each participant gave one interview. All interviews took place during July to October 2020. All interviews were conducted in German. Interviews were audio-recorded on two voice recorders. Opening questions were asked verbatim according to the interview guide, and follow-up questions were asked optionally and depending on the course of the conversation. An English translation of the interview guide is attached in Supplementary Appendix S2 .

Concluding the interview, participants were asked to answer demographic and disease-related questions, and to self-complete the German version of the International Physical Activity Questionnaire Short Form (IPAQ-SF; 23 ) and the German TA-EG questionnaire, a measure of affinity for technology ( 24 ). The IPAQ-SF includes seven questions to capture the volume and intensity of physical activity during the past seven days, allowing an estimate of physical activity levels (low, moderate, high) based on metabolic equivalents of tasks. The TA-EG questionnaire comprises 19 statements about technology (enthusiasm in the interaction with technology, subjectively experienced competence, positive consequences and negative consequences of the usage of technology), and respondents rate the extent to which each statement applies to them. Ratings range from 1 to 5, with higher scores reflecting higher affinity for technology. Participants completed the questionnaires independently while the interviewer remained in the room, available to answer questions if needed.

2.4 Data analysis

For our data analysis, we applied a mixed deductive and data-driven inductive approach using framework analysis according to the steps described by Gale et al. ( 25 ): transcription, familiarisation with the interview, coding, developing a working analytical framework, applying the analytical framework, charting data into a framework matrix and interpreting the data.

All audio-recorded interviews were transcribed verbatim, partly by the interviewing researcher (JG) and partly by a professional transcription service. Transcripts were pseudonymised, removing any information that could identify the speaking participant. These transcripts, supplemented by the IPAQ-SF and TA-EG questionnaires, constituted the data for analysis.

Data analysis was conducted by AZ with methodological support from STK and using Delve qualitative analysis software ( https://delvetool.com/ ). During the familiarisation process, AZ read and re-read the interview transcripts several times, listened to the interview recordings, and wrote down her thoughts and impressions in analytical notes. Due to the richness of the data, we decided to restrict the analysis to interview sections related to digital technology, specifically with a focus on understanding the facilitators and barriers to use of digital technology for physical activity and exercise. AZ first read several transcripts and conducted line-by-line coding, describing her interpretation of quotes. These codes gave rise to the initial framework development. As AZ coded further transcripts, the initial framework was discussed and reviewed iteratively with STK and RC until consent was achieved. Afterwards, the coding framework was applied to the remaining transcripts, including one open category (“other”) to allow inductive coding of passages that did not match any of the framework codes but were considered interesting and relevant regarding the aim of the study. The coding framework and definitions of codes are provided in Supplementary Appendix S3 . Once all the transcripts were coded, the data was summarised by category and charted into a thematic matrix. The final step of the data analysis was the interpretation of the data by identifying characteristics and differences, generating typologies and integrating theoretical concepts ( 25 ).

2.5 Research team and reflexivity

At the time of the study, the female interviewer (JG) was a pre-doctoral researcher at the Ludwig Boltzmann Institute with a background in nursing, master's degree and previous experience in qualitative interviewing. Other than communicating and establishing rapport with participants who expressed interest in the study, JG did not have any prior relationship with study participants. Participants knew that the research was conducted by JG in her role as researcher at the institute. The female data analyst (AZ) was a medical student with a previously completed psychology degree and conducted the data analysis as a research project towards her medical degree. AZ worked with the transcripts only and had no contact with study participants. STK was a research group leader at the Ludwig Boltzmann Institute with a background in physiotherapy and a doctoral degree in clinical neuroscience. He led the study and provided supervision and methodological support to JG and AZ. RC was professor of behaviour change and technology. He provided methodological and content expertise in the study design and data analysis. JN was professor of cardiology, scientific director of the Ludwig Boltzmann Institute and medical director of the recruiting site. He provided operational support for study recruitment and content expertise in the study design and data analysis.

Our reflexive stance, and in particular the reflexive stance of AZ as the main data analyst, was to take a descriptive approach aligned with transcendental phenomenology. We sought to bracket our individual subjectivity and to remain vigilant to the bracketing work, so as not to bias the analysis and interpretation ( 22 ).

We employed several strategies for enhancing scientific rigour in qualitative research. AZ recorded reflexive and analytic notes throughout the analysis and interpretation process and discussed these in regular peer review meetings with STK and RC. We did not conduct member checking of interview transcripts or analysis results with study participants. We used the questionnaire data (IPAQ-SF, TA-EG) to incorporate an element of triangulation to the qualitative analysis. In the reporting of this study, we followed an international reporting standard for qualitative research ( 21 ).

2.7 Ethical and regulatory considerations

This study was conducted according to standard ethical practice in healthcare research with humans ( 26 ). Study participation was voluntary, and all participants provided written informed consent. Participants were free to discontinue their participation without giving a reason and without incurring any negative consequences. The study was submitted for review to the medical research ethics committee of the county of Salzburg (reference number 1040/2020) and was exempt from formal ethical review due to its low risk.

Eighteen (72%) male and seven (28%) female patients participated in the study. Participants' age ranged from 39 to 83 years, with a mean age of 65.1 (SD = 9.6) years for male participants and 69.4 (SD = 9.8) years for female participants. Fifteen participants (60%) reported high physical activity levels, two (8%) reported moderate physical activity levels and eight (32%) answered the IPAQ-SF questionnaire incompletely. The sample's affinity for technology according to the TA-EG questionnaire was slightly above average, scoring 2.9 (SD = 0.9) for “enthusiasm”, 3.2 (SD = 1.0) for “competence”, 3.6 (SD = 0.6) for “positive attitude” and 3.2 (SD = 0.8) for “negative attitude”. Participant characteristics are presented in Table 1 .

Table 1 . Participant characteristics.

Figure 1 gives an overview of themes and codes according to the coding framework ( Supplementary Appendix S3 ). For this results section, complementary codes were combined and are presented together to offer meaningful descriptions under the following sub-headings: reasons for using digital devices; reasons for non-use of digital devices; type of technology being used; need for improvement and complaints; attitude towards data protection; preparedness to share personal data; General Data Protection Regulation (GDPR); communication of data protection regulations; awareness of artificial intelligence; and trustworthiness of artificial intelligence. The description of results is supported with direct quotes, which were translated from the original German to English by AZ and STK. Quotes include participant pseudonyms, allowing cross-referencing with participant characteristics in Table 1 .

Figure 1 . Overview of themes and codes. AI, artificial intelligence; GDPR, general data protection regulation.

3.1 Reasons for using digital devices

Although all the participants in the study owned a smartphone, only a little over half used it for more than simply making phone calls. For analytic purposes, participants were categorised into users ( n  = 15, 60%) and non-users ( n  = 10, 40%) of digital devices, whereby those who reported using digital technology such as smartphone applications, smartwatches or other tracking devices to support a healthy lifestyle and exercise in the context of their cardiac rehabilitation were categorised as “users of digital technology”.

The majority of users explained that digital technology had been recommended to them during cardiac rehabilitation and that their awareness of the importance of regular exercise and health monitoring had been created by healthcare professionals:

Since they have actually recommended that [the use of digital devices] in the cardiac rehabilitation centre. (P08)

[I use that] in order to move in a better way, in order to move more. That is quite important! (P03)

For digital device users, features related to health monitoring were of great importance. The three most mentioned health monitoring aspects were heart rate, blood pressure and caloric consumption. Many participants were concerned about being able to track their heart rate during physical activity:

Well, of course, I need a heart rate monitor on my watch, because the heart rate should not rise too much. (P01)

To me, the minimum requirement is the blood pressure measurement. (P04)

Well, the step counter is important to me, because it shows my calorie consumption, doesn't it? (P03)

Some participants not only appreciated the ability to continuously monitor their health through digital devices, but also wished for extended monitoring capabilities, including longer battery life and the ability to monitor health during sleep:

The battery life [needs to be improved]. Because, if you are out and about all day, it needs to work for more than a maximum of four hours, in order to monitor without interruption. (P04)

Apart from being able to monitor health parameters, many participants enjoyed the motivating features of digital devices:

It is simply nice; if I am out and about anywhere, the watch on my wrist is suddenly vibrating, and I realise that I have at least met today's minimum requirement. (P3)

It is kind of motivating! Right now, it is a little fun. (P08)

Some interviewees also highlighted that use of digital devices provided them with a sense of security and encouraged them to reflect on their own health behaviour:

I use that right now because it simply gives me a sense of security. (P23)

Well, it is kind of a reflection tool to me. (P08)

One participant stated that their main reason for exercising and using digital devices to improve their overall health was grounded in self-love. The interviewee explained that any technology was useless, unless one took care of oneself and one's health and well-being:

Actually, it is all about self-love. (P12)

3.2 Reasons for non-use of digital devices

Reasons for not using digital devices in cardiac rehabilitation or for exercise were varied. While some patients claimed to have “too little time” for dealing with technologies, others expressed an aversion to digital devices, due to negative past experiences:

I am annoyed by the sounds […] it stresses me out. (P16)

I once owned such a device. That means, it actually never really worked. (P25)

Several participants stated that they actively avoided handling digital devices:

I actually try to avoid such devices […] I am more the analogue type. (P14)

I am old-fashioned. (P15)

Other participants outright rejected digital devices, finding them unnecessary:

I think I don't need that. Because I got a kind of feeling. I can do things without that. I don't need that. (P20)

Some also considered technology as a threat and expressed concerns about being under constant surveillance and controlled by technology:

I don't want to be controlled by such a device! (P07)

That's my opinion. It is bad for people. (P16)

The difference in attitudes between users and non-users of digital technology was also reflected in the TA-EG scores, which averaged 3.3 (SD = 0,7) vs. 2.3 (SD = 0,8) for “enthusiasm”, 3.4 (SD = 0.8) vs. 2.9 (SD = 1.2) for “competence”, 3.8 (SD = 0.5) vs. 3.4 (SD = 0.6) for “positive attitude” and 3.3 (SD = 0.7) vs. 3.0 (SD = 0.9) for “negative attitude”, respectively.

Notably, many participants among both users and non-users of digital technology mentioned their dependence on younger relatives when handling digital devices, describing that they relied on someone to regularly explain and show them new features and applications:

My son got me a tablet for Christmas, and he showed me how to look at pictures. I cannot do much more than that with it, but I don't want to anyway. (P06)

3.3 Type of technology being used

Participants stated that the devices they predominately used to monitor exercise and health parameters were smartphones and smartwatches. Most participants expressed their appreciation for simple handling and pre-installed health applications on their devices, such as the step counter function:

Yes, the walking function is on it [the phone]. My 6,000 steps are on it. That has already been integrated on the smartphone, completely installed. (P02)

Yes, I have such an app. […] that means I have to always carry my phone with me. It exactly shows how many steps one takes or what one has done in a day. (P18)

[…] so, if I look at my watch today, I look at a quite good, new Suunto. That's where my step counter has been installed automatically. (P21)

Well, the Apple watch is quite convenient, […] insofar as I find all relevant applications in the main menu. (P10)

Only a few participants reported using health and exercise-promotion programmes offered on television or online during the COVID-19 pandemic. Few participants also used more sophisticated devices such as global positioning system (GPS) sensors and other types of monitors incorporated into their bicycles or other sports equipment:

Yes, that's the GPS on the mountain bike. It shows altitude and helps with orientation, geographically, kilometres, and distances and so on. […] That's actually my favourite device. (P04)

3.4 Need for improvement and complaints

With regard to complaints about digital technology and suggestions for improvement, the most often mentioned suggestion for improvement was a call for more simplicity. Participants stated that they did not want to use devices if they were too complicated to handle. Additionally, it was highlighted that the screen design and the text format had to be accessible and appealing:

It has so many features that I do not need at all. (P02)

Some devices go far too much into detail. (P13)

It is important that you don't have to search for applications again and again. It should be clearly visible. Otherwise, one loses one's temper. (P13)

Some interviewees complained about the high level of dependence that technical devices would lead to:

People rely too much on the feedback from those devices and not on things that your body is telling you. (P12)

I have already started to sometimes take the smartwatch off. […] to get a feel for it heart rate] again, otherwise, I would non-stop check the watch. (P23)

A few participants criticised that the price of digital devices was too high and therefore unaffordable to them:

Well, if that [smartwatches] would be available at a reasonable price, then I certainly would be interested. (P08)

Some other users, however, stated that they were very pleased and satisfied with their devices and their handling.

There is not really a thing that I would want to improve. I have not even thought about that. (P03)

There is absolutely nothing irritating about that [device]. (P02)

3.5 Attitude towards data protection

When asked about data protection, interviewees displayed rather divergent attitudes. While some participants had a clear opinion on this issue, others stated that they did not care much about the topic of data protection, or that they simply found it to be an annoying issue:

The problem is, if you want to use certain apps, you have to give your consent anyway. (P02)

[…] the whole data protection issue is the dumbest thing in the world that someone could possibly think of. (P21)

Most participants stated that they were not too concerned about their data because they had “nothing to hide” anyway:

To be honest, when it comes to data protection, I usually say: “I don’t have any secrets!” […] I don't take that too seriously. If they want to know something, let them know. (P02)

In principle, I go through life like that: if you are not really up to anything [secretive], nothing can happen to you with regard to data protection. (P12)

In contrast, a few interviewees expressed their concerns about the use and transfer of data, as well as their wish for more transparency around data usage:

That's why I say: I simply want to be in control of my data. (P10)

Well, when it comes to the internet, I am rather cautious. I am fully aware that all the data is certainly used somehow. In my opinion, more education and transparency on this topic would be quite important. (P16)

3.6 Preparedness to share personal data

Some participants stated that they would be prepared to share all their personal data, and that they did not consider anything to be private data which should be handled confidentially:

I don't have that kind of data that I would not be prepared to share. (P18)

I am like an open book. (P03)

Most participants, however, reported at least one type of personal data that they were not willing to share. Many participants were most concerned about their financial data:

When it comes to financial data, one must be particularly careful. (P04)

I have a small book back home. In there, all my bank data, the credit card number and stuff like that is handwritten and safe. I would never put that sort of data on my phone. (P17)

To other participants, data about their leisure time, their current location or their family life was viewed as most important and confidential, and not to be shared:

Well, I don't want to share my current location. I don't want to disclose any GPS data to any apps. (P15)

[I would not share] anything that has to do with my leisure time. (P12)

Regarding the sharing of personal health data, interviewees' views were divided. Some participants stated that they would never willingly share their own health data, while others considered it their duty to share health data with healthcare institutions and providers, for example for health research purposes:

Yes, of course [I would share my data] for research purposes! (P18)

Concerning medicine, I have to say, due to my personal medical history, I feel kind of obligated to return some favours to the health care system in any manner. (P19)

Some of those who were not prepared to share their personal health data explained that they were afraid that this type of data could disadvantage them or be used against them by health and social care organisations:

I don't have ELGA [Austrian electronic personal health record]. When it comes to health data, they pigeonhole people due to previous illnesses and stuff like that. (P24)

When it comes to health data, like serious diseases that are dealt with by the health insurance, I have to fear that it is passed on or traded. (P13)

If they are going to cut any benefits, then I have concerns! They have been talking about cutting certain things if one is obese. (P02)

3.7 General data protection regulation

Most participants reported that they were not familiar with the meaning or the content of the European Union General Data Protection Regulation (GDPR):

I have heard about it, but I don’t know what it is about. (P16)

Other participants stated that they were well-aware of the GDPR and its content. Moreover, a few interviewees had personally made use of the regulation by asking companies and organisations to delete their data:

[…] and that's when I told them, well, that I didn't [want] my data [to be used] any longer. Well, I think that worked automatically. (P18)

[…] so I sent a text message that referred to the GDPR and told them to delete all of my personal data and to never contact me again. The IT department even sent me a confirmation that everything has been removed. (P12)

Personal attitudes towards the GDPR varied. While some participants expressed their appreciation for the regulation, the majority did not approve of it:

I appreciate that. Yes, that is awesome! […] that I have the right to make use of it; this is very good! (P09)

No, this is totally unnecessary, because I know exactly whom I contact. (P24)

There is no point. (P05)

No, I have no need for that. […] I think I have nothing to hide, so I don't care at all. (P21)

3.8 Communication of data protection regulations

When participants were asked about their opinion regarding the need to confirm data protection declaration or data privacy statements (for example, when downloading apps or programmes), most participants expressed their preference for a shorter, simpler and more appealing presentation of data protection regulations. Some suggested the use of keywords or the highlighting of essential passages:

Of course, that could be designed in a better way. The key points could be highlighted, so there won't be misunderstandings. It could be reduced to the three or four most important questions. (P08)

That's the problem: who would ever have enough time to read and go through all that stuff? (P05)

Others wished for more transparency, larger font size and a more accessible design:

If the content is written in small print on the last page, no one is going to find that. (P21)

[…] if there was more transparency, that would be good! (P18)

[…] it is hard for the user to understand the content. […]no, it is too complicated. (P12)

3.9 Awareness of artificial intelligence

With regard to awareness of artificial intelligence, the sample represented a range from those who had little or no awareness to those who had in-depth knowledge about artificial intelligence. Only very few participants stated that they had never heard of artificial intelligence before:

No, [I have not heard about artificial intelligence yet]. What is it about? (P01)

Most participants reported having some general idea about artificial intelligence and its areas of application:

Well, I think artificial intelligence is becoming increasingly important in the medical sector. (P23)

Sure, Tesla, for example. Self-propelled cars, robots, drones. (P13)

And some participants stated that they had personal experience with artificial intelligence in the past:

Yes, I have been dealing with that. […] well, it is a double-edged sword. (P08)

You see, I have worked for an advertising agency, and artificial intelligence has been an important issue at work. […] everything that's happening in online stores or social media; in the background, there is always an algorithm and artificial intelligence and so on. (P19)

3.10 Trustworthiness of artificial intelligence

In terms of the trustworthiness of artificial intelligence, participants' opinions diverged. Some participants explained that they would feel comfortable relying on artificial intelligence:

I would rely blindly on. I would trust it. […] however, there is always somebody who initially had to program it, hence, the intelligence is still coming from people, in my opinion. (P17)

This is our future, for sure! Artificial intelligence, yes definitely! (P18)

Yes, of course [I would trust artificial intelligence]! It can be controlled. You can always recheck and do another test. (P02)

All that, it is unrealistic to me! I don't comprehend it, that's very suspicious to me. Well, I mean, it is artificial. I have to say; I am always skeptical regarding anything artificial. (P03)

I don't think that artificial intelligence can or should be trusted blindly. (P19)

If I would receive a Tesla S with an autopilot as a gift, I would never hand the steering wheel to artificial intelligence or electronics. (P13)

Some interviewees expressed concerns and fears over the use of artificial intelligence and its applications:

Well, let me put it that way: if a machine suddenly is way more intelligent than its owner, then it's getting worrisome. Jobs are going to be lost! (P25)

Indeed, that's a bit creepy, to be honest! I am scared, yes! (P16)

4 Discussion

We conducted semi-structured interviews to investigate the experiences and perspectives of 25 current and former cardiac rehabilitation patients in Austria with regard to using digital technology. The sample included individuals who readily used digital devices to support their physical activity, exercise and health monitoring, and individuals who did not. Simplicity, convenience and accessibility were highlighted as important facilitators for the use of digital technology, while annoyance with digital devices, concerns about becoming dependent on them, or simply a preference to not use digital technology were commonly stated reasons for non-use. Interviewees' views on data protection, data sharing and artificial intelligence revealed wide variations in individuals' prior knowledge and experience about these topics, and a need for greater accessibility and transparency of data protection regulation and data sharing arrangements.

4.1 Age-specific requirements

Although all participants reported owning a smartphone, only slightly more than half of the study group actually used smartphone applications and features beyond the simple function of calling. This observation is also mirrored in the Austrian general population of the corresponding age groups, although there has been an increasing tendency to use internet-based digital devices over the past 15 years ( 27 ). Reasons for non-use of digital technology may be attributed to generally low affinity for technology—as reflected in the low TA-EG scores for “enthusiasm” in our sample –, negative experiences related to technology, specific fears or concerns about using digital devices, or barriers related to older age ( 28 – 30 ). Krishnaswami and colleagues emphasise that age-specific barriers must be considered in the development and utilisation of technologies for older age groups ( 31 ). Participants in the present study suggested more simplicity of digital technology, including more appealing interfaces and less disrupting or irritating features, which echoes the findings of other studies. This poses the challenge to developers of digital health interventions to identify and be responsive to barriers across different age groups, and to design solutions that meet age-specific needs.

4.2 Dependence on support from others

Interviewees in the present study frequently reported a dependence on younger relatives, as many expressed a need for someone to explain features and applications to them, or to perform the installation and set-up of software and digital devices. Such lack of digital skills and limited knowledge and experience with digital applications present considerable obstacles to implementing digital health interventions in clinical practice ( 32 ). The active involvement of more digitally skilled spouses, partners, family members or friends in care processes might offer a solution ( 33 , 34 ). Nevertheless, not all CVD patients can rely on such a support system, and healthcare providers should consider to also offer formal user training and support to accompany the implementation of a digital health intervention ( 31 ). In addition to equipping patients with the skills to use a specific digital health intervention, such formal training and support provides an opportunity to educate patients about the more general technological background, infrastructure and regulations, thereby helping to reduce reservations and concerns about digital health.

4.3 Peer support

The importance of strategies that promote peer support among cardiac rehabilitation patients is frequently reported in other studies (e.g., 35 ), but interestingly this was not a prominent topic in the present study. Digital technology offers many possibilities to create opportunities for peer support, by connecting patients to each other through remote communication technology (video calls, email, messaging) or social media platforms (Facebook, WhatsApp, etc.), or by incorporating specific behavioural techniques for peer support in digital health interventions, such as the sharing and affirming of one's behavioural intentions, goals and achievements in the digital peer group. In this context, previous studies have highlighted the importance of face-to-face contact and the value of developing a sense of community with other patients as well as with clinical staff ( 30 , 33 , 35 , 36 ). While it is possible to achieve this through digital technology, for example using video conferencing platforms for face-to-face meetings and facilitating online communities via social media platforms, intervention developers may also consider blended formats including periodic in-person meetings for users of a digital health intervention.

4.4 Continuous monitoring and feedback

In Austria, cardiac rehabilitation programmes incorporate a focus on reducing the risk of recurrence by encouraging CVD patients to track their own health parameters ( 6 , 37 ). Hence, it is not surprising that many interviewees in our study talked about their motivation and ambition to monitor heart rate, blood pressure and calorie consumption. Most users of digital technology perceived the monitoring functions of their digital devices as very beneficial for improving their physical activity and health. Some interviewees even expressed an interest in more extended and continuous monitoring capabilities of their devices, for example suggesting that devices should have longer lasting batteries to enable longer and continuous operation. Additionally, receiving frequent or continuous feedback seemed to not only provide users of digital technology with a sense of security, but to also serve as a motivating factor, as reaching one's goals was perceived as increasing one's motivation, self-confidence (self-efficacy) and self-esteem. Other qualitative studies of digital health interventions have reported similarly positive perceptions of self-monitoring and self-evaluation among CVD patients (e.g., 36 ). This was in stark contrast to interviewees in the “non-user” group, some of whom expressed that self-tracking and the generated data from it could lead to uncertainty, anxiety or fear. Some participants stated more nuanced concerns about relying too much on the feedback from digital devices and losing touch with feeling one's own body, while others decidedly considered technology and surveillance a threat. From an intervention developer's perspective this indicates a need to acknowledge these different sides of patients' experiences and to incorporate patients' views about useful features in the design of digital health interventions. Empowering users by giving them control over the extent and pervasiveness of digital monitoring functionalities may offer a solution for catering to different levels of engagement.

4.5 Data protection

Aside from the GDPR, which was introduced in 2018 and has significantly contributed to raising the profile of data protection issues across the European Union ( 38 ), the concept of “do-it-yourself data protection”—describing that comprehensive data protection needs to be done more and more by individuals themselves—has become increasingly relevant, as a growing number of actors are interested in individuals' personal data ( 39 ). This is compounded by the “digital divide”, i.e., the gap between those who have access to forms of modern information technology and those who do not ( 40 , 41 ), placing individuals who lack knowledge, social status or resources to access digital technology or information at a disadvantage, also with regard to the protection of their personal data. Of note, the majority of interviewees in the present study appeared to care little about data protection. The statement “I have nothing to hide” was made frequently, expressing a sense of carefree light-heartedness that may reflect age, as it has been reported that older people are less likely to use tools or strategies that protect their personal data as compared to younger generations ( 39 ).

Conversely, some participants did express concerns about online security, called for more transparency and information about how their data was being processed, and stated a desire to be more in control of what was happening to/with their data and whether/how it was being shared, traded or otherwise used. However, this does not necessarily mean that these participants' online privacy behaviours were consistent with their attitudes, which can be explained by a knowledge gap ( 42 ). It has been reported that, although people express concerns about using and trading their personal data, they still share personal content online and accept that their data is taken and used by online providers. This observation indicates a lack of privacy literacy that prevents people from acting in a way that represents their beliefs and needs ( 42 ). Consistent with this observation, many participants in the present study stated that they provided their consent to privacy policies of websites and apps because, in their opinion, there was no alternative. Fostering knowledge about the technical aspects of online privacy and protection, laws and legal aspects, and strategies for individual privacy regulation is necessary in order to increase privacy literacy.

4.6 Sharing personal health data

There is now great international momentum towards enabling the sharing of personal health data to support healthcare delivery (“primary use of data”), and to facilitate access to health data for research and policy-making purposes (“secondary use of data”), for example through the establishment of the European Health Data Space ecosystem for data sharing ( 43 ). While some participants in the present study were fully prepared to share their personal health data with healthcare or research institutions, others expressed their preference to not share their personal data with anyone. Two main concerns were that health data could in some way be used against the person, and that there was a need for more transparency and information about data processing and trading. In particular, some participants expressed concerns that health insurances would deny payments based on information gained from personal health records. Public health research, however, relies on access to medical records and personal health data. If informed consent is required to access data from health records, this can lead to bias introduced through systematic differences between those who provide consent and those who do not. Therefore, it is essential to foster trust by offering patients information, education and transparency about data sharing processes and across all stages of data collection and processing ( 44 ). Public involvement in the discourse about the use of individual health records for healthcare research is of strategic importance to gain acceptance and reduce concerns and suspicion ( 45 ).

4.7 Artificial intelligence

Artificial intelligence has significantly advanced clinical care, for example by improving software for medical devices, facilitating the processing of large amounts of data and enabling greater precision of imaging technologies ( 46 ). In the past few years, the field has made great strides particularly in the development of large language models and natural language processing tools such as ChatGPT, with predictions that such applications of artificial intelligence could become valuable resources for clinical practice in the future ( 47 ). In this study, many participants viewed artificial intelligence with skepticism or even considered it worrisome or frightening. With regard to medical treatments, some participants stated that they would trust medical doctors more than they would trust any sort of artificial intelligence. This skeptical attitude might arise from a lack of information or a general objection to anything “artificial” as opposed to “natural”. Medical decision-making in general needs to account for uncertainty and often heterogeneous, erroneous, inaccurate or unknown data. While artificial intelligence might offer a way to integrate, fuse or map various data sources to support personalised decision-making and therapy prescription, it needs to be explainable and traceable to the extent that healthcare professionals have a possibility to understand how and why an artificial intelligence has arrived at a certain outcome ( 48 ). This level of transparency of the decision-making process is likely to also increase patients' trust. Some authors warn that the growth of artificial intelligence in healthcare might compound a trend from “hands-on” personal clinical practice to disembodied technological procedures ( 49 ). Others raise concerns whether artificial intelligence applications truly serve the patients' interests, or rather those who developed them ( 50 ). Against the background of these current academic discourses, the skeptical stance of many interviewees in the present study—albeit grounded mainly in intuitive reasoning rather than in an in-depth knowledge of the topic—certainly appears justified.

4.8 Technological solutionism

The terms “technological solutionism” and “technological fix” describe an ideology in which social or individual problems are considered discrete processes that can be improved and optimised by technological interventions ( 51 ). The steadily increasing body of evidence that demonstrates positive impacts of digital health interventions serves to amplify the widely publicised expectations that digital technology will (continue to) transform, or even revolutionise, healthcare ( 52 , 53 ). This plays into a narrative of technological solutionism, placing emphasis on digital technology and its role for improving health. However, some authors criticise technological solutionism for denying the role of intrinsic and personal factors for individual health, as illustrated by one participant in the present study who was asked how CVD patients’ level of physical activity and exercise could be further increased and replied that “[…] actually, it is all about self-love!” (P12). There is therefore a balance to be struck, between, on the one hand, leveraging the fantastic capabilities of the many digital technologies that are available to us today and driving digital development forward, and, on the other hand, maintaining the focus on understanding individual patients' core needs and their personal motivating factors to incorporate these into personalised care that may include digital health interventions.

4.9 Limitations

We acknowledge several limitations to this study. Due to the recruitment of study participants via one clinical service, interviewees could have been influenced to some extent by clinical practice at the site, for example by rehabilitation professionals promoting digital technology as part of their practice. The sample size for this study was determined a priori by available resources, and we did not formally assess data saturation. However, acknowledging differences in interpretations and approaches to data saturation ( 54 ), we suggest that our sampling strategy achieved its purpose and resulted in a dataset that provided diverse views and depth of data. The analysing researcher (AZ) lacked the proximity to interviewees and interviews that comes with conducting interviews oneself, but she developed close familiarity to the data by repeatedly reading the transcripts and listening to the audio recordings of the interviews.

5 Conclusion

This qualitative interview study has provided insights into CVD patients' experiences and perspectives regarding the use of digital technology to support exercise-based cardiac rehabilitation. The findings support the importance that is attributed to user-centred design methodologies in the conceptualisation and design of digital health interventions, and the imperative to develop solutions that are simple, accessible and that can be personalised according to the personal preferences and capabilities of the individual patient. With regard to data protection, data sharing and artificial intelligence, the findings indicate opportunity for information and education, as well as the need to offer patients transparency and accountability in order to build trust in digital technologies and digital health interventions.

Data availability statement

The raw data supporting the conclusions of this article will be made available by the authors, without undue reservation.

Ethics statement

The requirement of ethical approval was waived by Medical Research Ethics Committee of the County of Salzburg for this study involving humans because of its low risk. The study was conducted in accordance with the local legislation and institutional requirements. The participants provided their written informed consent to participate in this study.

Author contributions

AZ: Formal Analysis, Writing – original draft, Writing – review & editing. JG: Writing – review & editing, Investigation. JN: Writing – review & editing, Formal Analysis, Methodology. RC: Conceptualization, Formal Analysis, Methodology, Writing – review & editing. SK: Formal Analysis, Methodology, Writing – review & editing, Conceptualization, Writing – original draft.

The author(s) declare that no financial support was received for the research, authorship, and/or publication of this article.

Acknowledgments

The authors would like to thank all study participants for sharing their views and experiences, members of the Ludwig Boltzmann Institute's advisory group of cardiac patients for assistance in piloting the interview guide, and Hannah McGowan for support with manuscript editing.

Conflict of interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

Publisher's note

All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article, or claim that may be made by its manufacturer, is not guaranteed or endorsed by the publisher.

Supplementary material

The Supplementary Material for this article can be found online at: https://www.frontiersin.org/articles/10.3389/fspor.2024.1371652/full#supplementary-material

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Keywords: artificial intelligence, cardiovascular disease, data protection, digital health literacy, mobile health, physical activity, secondary prevention, telemedicine

Citation: Zeller A, Gutenberg J, Niebauer J, Crutzen R and Kulnik ST (2024) Patients' experiences and perspectives regarding the use of digital technology to support exercise-based cardiac rehabilitation: a qualitative interview study. Front. Sports Act. Living 6:1371652. doi: 10.3389/fspor.2024.1371652

Received: 16 January 2024; Accepted: 6 March 2024; Published: 18 March 2024.

Reviewed by:

© 2024 Zeller, Gutenberg, Niebauer, Crutzen and Kulnik. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Stefan Tino Kulnik [email protected]

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Physical Fitness via Advanced Technology - ICT and AI Solutions for Healthier Ageing

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