Field observation

UX method

Analysing use in a real-world situation

Field observation consists in observing users as close as possible to their usual conditions of use of a product or a service, with the help of an observation grid. Less immersive than ethnography, it remains more revealing than tests run out of context. Observing real behaviours gives access to many clues users wouldn't express in an interview; access to the context enriches the analysis by providing additional cues for interpreting it.

Field observation is one of the foundations of ethnography, which doesn't stop there: ethnography draws on several data collection methods and involves immersion in a real situation, generally over a long period. Field observation, for its part, remains an observation technique, supported by a structured observation grid.

What is it for?

  • Spotting the gaps between the real use and the prescribed use of a product or a service.
  • Getting at the automatic behaviours and tacit practices that interviews don't capture.
  • Understanding the physical, social and organisational context in which the product is used.

What you need to know

  • Selecting an ideal place and a suitable moment.
  • Writing a protocol with precise objectives.
  • Creating an observation grid with the points to watch.
  • When observing professionals at their workplace, sending explanations about the purpose of the exchange beforehand.

The different types of observation

01

Indirect observation

Through cameras, or after the users have passed through, as in the aisles of a shop for example.

02

Situated observation without interaction

Carried out directly in the field, limiting contact with the people observed: staying back at an observation point (fly on the wall), or following a user at a distance along a journey (shadowing).

03

Participant observation

Takes place in a real situation, by taking direct part in the experience: testing the service as a user, or accompanying the person who interacts with a user (a life-swap approach).

Frequently asked questions

A few of our case studies

User interview

The user interview goes after what questionnaires don't capture. 5 types of interviews, how to choose, and the trap of social desirability.

Read more about User interview

Ethnography

Ethnography observes users in the field. It captures what interviews miss: automatic behaviours, tacit practices.

Read more about Ethnography

UX mapping

UX mapping represents a concept or a problem in a simplified form, to make it easier to understand and take ownership of.

Read more about UX mapping

Service design

Service design shapes the whole experience of a service, online and at the counter, beyond its screens. Definition, public sector and examples.

Read more about Service design

Service blueprint

The service blueprint represents the back-office side of the experience. It describes the organisation of the touchpoints the user crosses.

Read more about Service blueprint

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