Diary Studies: Understanding Long-Term User Behavior and Experiences
A diary study is a research method used to collect qualitative data about user behaviors, activities, and experiences over time. In a diary study, data is self-reported by participantsĀ longitudinallyĀ ā that is, over an extended period of time that can range from a few days to even a month or longer.
During the defined reporting period, study participants are asked to keep a diary and log specific information about activities being studied. To help participants remember to fill in their diary, sometimes they are periodically prompted (for example, through a notification received daily or at select times during the day).
The context and time period in which data is collected for a diary study make them unlike other common user-research methods, such as
Main goals
The main idea of this method is toĀ collect long-term qualitative dataĀ from the users. Participants report their activities over a period of time. DuringĀ
TheĀ main goalsĀ of this method are:
- understanding the problem space and the context;
- discovering the most frequent use cases and the edge cases;
- getting insight on the usersā habits, motivations behavior and
- identifying pain points.
When to Conduct a Diary Study
If youāre looking for a contextual understanding of user behaviors and experiences over time, it can be very difficult to appropriately create scenarios in a lab setting to gather these kind of insights. Diary studies are useful for understanding long-term behaviors such as:
- HabitsĀ ā What time of day do users engage with a product? If and how they choose to share content with others?
- Usage scenariosĀ ā In what capacity do users engage with a product? What are their primary tasks? What are their workflows for completing longer-term tasks? (TheseĀ scenarios can be used for user testingĀ later in the process.)
- Attitudes and motivationsĀ ā What motivates people to perform specific tasks? How are users feeling and thinking?
- Changes in behaviors and perceptionsĀ ā How learnable is a system? How loyal are customers over time? How do they perceive a brand after engaging with the corresponding organization?
- Customer journeysĀ ā What is the typicalĀ customer journey and cross-channel user experienceĀ as customers interact with your organization using different devices and channels such as, email, phone, websites, mobile applications, kiosks, social media, and online chat? What is the cumulative effect of multiple service touch points?
The focus of a diary study can range from very broad to extremely targeted, depending on the topic being studied. Diary studies are often structured to focus on one of the following topic scopes:
- Product or WebsiteĀ ā Understanding all interactions with a site (e.g., an intranet) over the course of a month.
- BehaviorĀ ā Gathering general information about user behavior (e.g., smartphone usage, college-student web-visitation patterns)
- General activityĀ ā Understanding how people complete general activities (e.g., sharing information via social tools or shopping online)
- A specific activityĀ ā Understanding how people complete specific activities (e.g., buying a new car or planning a vacation)
Methodology
A diary study is typically composed of five phases:
- Planning and Preparation. Define the focus of the study and the long-term behaviors that you need to understand. Define a timeline, select tools for participants to report data, recruit participants, and prepare instructions or support materials.
- Pre-study brief. Take time up front to get participants ready to log. Schedule a face-to-face meeting or phone call with each participant to discuss the details of the study. Walk through the schedule or calendar for the reporting period and discuss expectations. Discuss the tools they will be using and be sure each participant has familiarized themselves with the technology; answer any questions they may have before beginning.
- Logging period. To support effective activity logging,Ā provide a simple framework.Ā Be as specific as possible about what information you need participants to log, without stifling natural variability and differences that you cannot plan for. (Discovering the unexpected is after all one of the primary reasons to do user research.) Create clear and detailed instructions for logging. Give users example log entries to help them understand the level of detail you need from them. (But make sure you donāt bias participants toward those types of entries that you happened to provide as examples.)There are two common techniques researchers employ to collect diary data from participants.
- In-Situ LoggingĀ ā This method is the most straightforward method to collect data. Participants are asked to log information about relevant activities in the situation they occur (or in situ). When participants engage in a relevant activity, they must report all important details about that activity right away. Since this technique requires participants to take the time to report this information at the time of the event, this technique is best reserved for situations when you donāt foresee a large volume of diary entries occurring or if the context is such that participantās daily activities will not be adversely effected by logging in situ. In-situ logging is best supported by channels and devices that can handle structured long-form text entry such as, email, web-form questionnaires, traditional paper diaries, or digital customer-insight tools such as FocusVision or 7daysinmylife. Audio or video diaries are also great tools for participants, but the output may need to be transcribed for analysis.
- Snippet TechniqueĀ ā Another popular, less intrusive method for logging activities is theĀ snippet technique.Ā With this technique, participants only record short snippets of information about activities as they occur. Then, at the end of each day, or when participants have time, they elaborate on each snippet by providing additional details about the activity. This 2-step technique ensures that relevant information is captured in situ, before being forgotten but without requiring participants to provide extensive detail at the time of capture, which can be intrusive and unnatural in certain situations. Common channels for study participants to report snippets to researchers include email, text message, Twitter, or Facebook. These channels are widely familiar for short-form communication. Participants are encouraged to use their mobile phones to report events as they happen, since these devices are accessible. Expanding upon reported snippets can be accomplished with the channels and tools mentioned above for more in-depth reporting. Consider asking participants to expand on their snippets by filling out a questionnaire about each of them. This will enable you to get specific and consistent insights about each snippet.
- Post-study interview. After the study, evaluate all the information provided by each participant. Plan a follow-up interview to discuss logs in detail. Ask probing questions to uncover specific details needed to complete the story and clarify as needed. Ask for feedback from the participant about their experience participating in the study, so you can adjust your processes for the next time.
- Data Analysis. Because diary studies are longitudinal, they generate a large amount of qualitative data. Revisit your research questions, then take a deep breath and dig into all of the rich insights youāve collected to find the answers. Evaluate the behaviors youāve targeted throughout the study. How do they evolve and change over time? What influences these behaviors? If the focus of your study is around a particular product or service relationship, look at the entire customer journey. Construct aĀ to help you understand the end-to-end user experience from the perspective of your customers.Customer Journey Mapping
While diary studies can require more time and effort to conduct than other user-research methods, they yield invaluable information about customersā real-time real-life behaviors and experiences.
If youāre looking for organic behavioral insights and you canāt create a valid scenario in the lab or you canāt get the data you need from a single survey, donāt force-fit the research into these methodologies. Diary studies allow you to get a contextual understanding of usersā behavior and experiences over time.