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As UX research practitioners, a portion of our work is spent explaining what our work entails
and how it can positively impact the user.
One uncertainly I see research colleagues and peers encounter is the semantic difference
between “method” and “methodology.” This is important, since using the appropriate
vocabulary to talk about your UX research practice cultivates trust. It shows you understand
the nuances of the terminology, and by extension are knowledgeable in your field.
Both could be correct. While “method” and “methodology” are closely intertwined, they serve
different roles in the research process and should be treated accordingly. Let’s talk about the
distinction.
Method
A method is simply the tool used to answer your research questions — how, in short, you will
go about collecting your data. Examples of UX research methods include:
Contextual inquiry
Interview
Usability study
Survey
Diary study
Card sort
If you are choosing among these, you might say “what method should I use?” and settle on
one or more methods to answer your research question.
Methodology
A methodology is the rationale for the research approach, and the lens through which the
analysis occurs. Said another way, a methodology describes the “general research strategy that
outlines the way in which research is to be undertaken” (An Introduction to the Philosophy of
Methodology, Howell 2013). The methodology should impact which method(s) for a research
endeavor are selected in order to generate the compelling data.
Ethnography: explores the social world or culture, shared beliefs and behaviors
Ethnomethodology: examines how people use dialogue and body language to construct
a world view
Grounding theory*: assumes a blank slate and uses an inductive approach to develop a
new theory
*Despite the fact that grounding theory has theory in its name, don’t let that fool you — it is
actually a methodology because it aims to generate theory from systematic application of
research.
If you wanted to know about the lived experiences purchasing food in the United States, for
instance, you would be using the phenomenology methodology— and from there you could
choose from different methods to collect that data. For instance, you might perform a
contextual inquiry and shop alongside participants; you might also interview a handful of
participants and ask them to recount their most recent grocery shopping experience; you might
equally choose to do a survey and ask the same questions to hundreds of participants. Because
the contextual inquiry gets the researcher much closer to the actual setting, the results may be
considered stronger and more transferable in the future.
If you work in industry, it’s likely that you will mostly be talking about methods. Here are
some ways you can use “methods” in context:
If you are working in academia and writing research papers, you want to consider including a
description of your methodology. However, framing your approach in industry can have many
benefits as well. Here are several examples for using “methodology”:
The phenomenological methodology was chosen for this study on the experience of
people residing in low income housing in California because the holistic lived experience
uncovered areas of opportunity for the state to implement for their next low income
housing project.
In short —
Ask yourself whether you are describing how you will collect your data (method), or if it’s the
broader strategy for your research approach (methodology). With one methodology, you can
apply several different methods to support or reject the research hypothesis. For the industry
practitioner, you typically will be talking about methods. For the academic, you may be
talking both about the framing methodology and methods used to accomplish your research
goals.
Method is simply a research tool, a component of research – say for example, a qualitative
method such as interviews. Methodology is the justification for using a particular research
method.
So if for example, like me, you want to understand the motivations and perceptions of a
group of bloggers then you would most likely choose a qualitative, method as opposed to a
quantitative one.
But as Clough and Nutbrown explain their book, decisions such as whether to interview, how
many participants to interview and so on, “are often based on values and assumptions which
influence the study, and as such therefore need to be fully interrogated in order to clarify the
research decisions which are made.”
Having a clear idea on the methods and methodology for a PhD thesis can make the job of
reviewing literature much more straightforward as you can more precisely target studies in
your chosen topic area and critique the whole approach to similar studies, including the
methods used.
In short: “A good methodology is more a critical design attitude to be found always at work
throughout a study, rather than confined within a brief chapter called ‘Methodology.’”
In my fifth writer’s toolkit post I set out a plan for writing an introduction for a research
report after initially developing my abstract to both guide and focus my writing. In my next
post I’ll use the same SmartArt tool in Microsoft Word to think through the layout of my
methodology and method section. Before I do this I want to talk briefly here about the
difference between methodology and method as these two terms are often, and inaccurately,
assumed to mean the same thing.
Methods
Research methods are the tools, techniques or processes that we use in our research. These
might be, for example, surveys, interviews, Photovoice, or participant observation. Methods
and how they are used are shaped by methodology.
Methodology
Methodology is the study of how research is done, how we find out about things, and how
knowledge is gained. In other words, methodology is about the principles that guide our
research practices. Methodology therefore explains why we’re using certain methods or tools
in our research.
“The word methodology comprises two nouns: method and ology, which means a branch of
knowledge; hence, methodology is a branch of knowledge that deals with the general
principles or axioms of the generation of new knowledge. It refers to the rationale and the
philosophical assumptions that underlie any natural, social or human science study, whether
articulated or not. Simply put, methodology refers to how each of logic, reality, values and
what counts as knowledge inform research.”
For example, in her 1999 (and 2012 second edition) book titled ‘Decolonizing
Methodologies’ Linda Smith describes the colonising role of Western research
methodologies. The principles of these methodologies have often been about Indigenous
peoples being less than human and needing to be ‘civilised’. Decolonising methodologies is
about the insertion of Indigenous principles into research methodology so that research
practices can play a role in the assertion of Indigenous people’s rights and sovereignty.
The abstract from previous writer’s toolkit posts mentions terms practitioners used to
describe their journey with Māori patients. These terms were whakapiri (engage), whakamana
(enable) and mana motuhake (independence). Such terms might also be the principles that
underpin our research methodology. Other principles that inform our methodology can come
from Kaupapa Māori:
References
McGregor, S. L., & Murname, J. A. (2010). Paradigm, methodology and method: Intellectual
integrity in consumer scholarship. International Journal of Consumer Studies, 34 (4), 419-
427.