Abstract
For researchers interested in studying users’ perceptions and immediate reactions to digital media content—even from a distance—this article introduces the
Keywords
In spring 2020, the COVID-19 pandemic led to restrictions on private and working lives worldwide. As facilities and universities remained closed, many researchers could not conduct studies as initially planned, which mainly affected laboratory studies and qualitative research designed for face-to-face settings (see also Rahman et al., 2021; Tremblay et al., 2021). However, the strict limitations also proved fruitful from a methodological point of view, as new online solutions were developed for already familiar methods and new possibilities to conduct user-centered research in remote settings were explored. In order to enable qualitative studies to be conducted under social distancing policies, several remote methods and their (dis-)advantages are discussed in the literature (e.g., Gruber et al., 2021; Hall et al., 2021; Johnson et al., 2021; Thunberg & Arnell, 2021), also from an ethical point of view (Engward et al., 2022; Lobe et al., 2020). This research shows that remote qualitative research designs do not require completely new approaches and ethical standards, but that adjustments are necessary and need to be reflected. Especially for more complex multi-method designs, moving a study online requires more than just switching to chat applications or videoconferencing systems. 1
Like many other researchers, we had to shift a study intended for a face-to-face setting to be conducted remotely due to COVID-19 restrictions. We extended the established method of self-confrontation interviews (Lim, 2002; Rix & Lièvre, 2010) to investigate perceptions of different forms of hate speech and developed an approach that we term the
We start by introducing the differentiation between first- and second-level perceptions of digital media content and how these perceptions have been investigated previously. We then detail our implementation of the remote self-confrontation interview method, including study preparation, data collection, and analysis. Finally, we illustrate the challenges and advantages of the approach for both participants and researchers. Our experiences show that the remote self-confrontation interview method is an effective, resource-saving, and broadly applicable approach to study online users’ reactions and perceptions of digital media content, allowing researchers to gain deep insights—even from a distance.
Investigating First- and Second-Level Perceptions of Digital Media Content
In media reception and effects research, market research and user experience studies, understanding how—and first and foremost:
Building on Ohme and Mothes (2020), we suggest to differentiate between two stages of perception, which are central for understanding users’ engagement with digital media content:
First- and second-level perceptions provide an economical representation of cognitions and thought processes that (can) take place among digital media users. While rather “simple” reasons for engaging with and evaluating digital media content (i.e., second-level perceptions) can be investigated with quantitative surveys or experiments (e.g., Ohme & Mothes, 2020; Unkel, 2021), exploring first-level perceptions is more challenging. Quantitative survey methods alone lack information about
First, to better capture individual cognitions and mental processes during a digital media usage situation—while reading an online newspaper article, scrolling through a social media feed, or viewing an online advertisement—think-aloud and thought-list procedures seem to be particularly suitable (Shapiro, 1994). As implemented in previous research (Kümpel, 2019b; Lim, 2002; Messmer, 2015; Rix & Lièvre, 2010), approaches in which participants received a type of digital stimulus in a controlled setting and subsequently discussed it (or recordings of the usage situation) together with the researcher proved to be fruitful. Ideally, such stimulated self-reports should be supplemented by observations of participants’ behavior during the usage situation to adequately capture the subjective meaning associated with users’ first- and second-level perceptions.
Given the ever more digital research landscape, increasing interest in the use of digital media content, and external conditions such as social contact restrictions, there is a need for renewing and adapting existing multi-method approaches for investigating users’ perceptions in remote settings. We now introduce the
The Remote Self-Confrontation Interview Method
Basic Idea and Methodological Overview
The remote self-confrontation interview method is an adaption and extension of the self-confrontation interview method (Breuer, 1995; Lim, 2002; Rix & Lièvre, 2010), which was originally developed and used in psychotherapy and psychology (Bailey & Sowder, 1970; von Cranach & Kalbermatten, 1982). Several disciplines use similar approaches, called, for example,
The self-confrontation interview method involves within-method triangulation by combining systematic observations, retrospective think-aloud protocols/stimulated recall approaches, and (qualitative) interview techniques (Kümpel, 2019b; Lim, 2002; Rix & Lièvre, 2010). Thus, it allows integrating manifest (observable) behavior and associated cognitions, enabling researchers to gain comprehensive insights into participants’ motives and perceptions.
In general, a self-confrontation interview consists of at least four steps (see Lim, 2002; von Cranach & Kalbermatten, 1982): (1) asking participants to perform the behavior of interest; (2) observing/making a recording of the behavior; (3) showing the recording to participants and asking questions about “thoughts and feelings during the act” (i.e., the “core” self-confrontation interview, von Cranach & Kalbermatten, 1982, p. 144); and (4) transcription and integration of interview and observational data. Usually, the self-confrontation happens immediately after the behavior was performed—because once the usage situation is stored in long-term memory, it ceases to be a “recall or a direct report of the experience but rather reflection or a combination of experience and other related memories” (Fox-Turnbull, 2009, p. 206). Compared to concurrent think-aloud protocols, self-confrontation interviews are less distracting for participants because they relieve them of providing a running commentary, which also allows for more automatic actions or self-regulated behaviors to be captured.
Although our approach is very close to the original method, there are some peculiarities that arise directly from the most important one: the
Another peculiarity concerns the
Last, in addition to “regular” self-confrontations, our approach routinely integrates
In the following, we will discuss the procedures related to study preparation, data collection, and data analysis in more detail. After explaining the implementation of each step in general, we briefly illustrate them with experiences from our project on users’ perceptions of hate speech in social media environments.
Procedure of Study Preparation
Prior to the observation/interview session, participants receive a link to take part in the study, for example via Zoom, as well as the consent form for their participation. All participants must agree that audio and video recordings of the interview session will be made, as these are crucial for data analysis. Participants should, however, be able to blur their video background, if they prefer to keep their personal surroundings private (Lobe et al., 2020). The interview length is individualized and varies based on participants’ engagement with the stimulus material. Nevertheless, based on testing sessions, participants should be given a certain time frame in advance to schedule their meetings and avoid being in a hurry. Having participants know in advance that they will be viewing a digital stimulus and sharing their screen is also helpful to clarify technical issues and to ensure that the required software is working. For this purpose, it is advisable to send instructions regarding the used software and features in advance. Another important aspect is that participants should be prepared to share their screens, which includes closing any other programs or tabs to protect their privacy (Simon-Liedtke et al., 2021). Care should be taken to ensure that only the opened stimulus material will be shared. Depending on the specific research interest, this stimulus material can be fictitious (e.g., [interactive] mock-up social media platforms) or real (e.g., users’ own social media feeds, or news websites). Regardless of the content, the material should be of appropriate length because a highly time-consuming task is likely to demotivate participants from engaging and paying attention.
In our study on hate speech perceptions, we created a functional (but fictitious) social media feed and integrated various forms of hate speech that differed regarding the targeted groups, its presentation form, and directness. To make the feed appear as realistic as possible, the platform’s design and the non-hateful posts were based on content found on existing social media platforms, with the feed being integrated into a scrollable website.
Procedure of Data Collection
After the participants have given their consent to participation and an appointment has been made, the data collection takes place remotely via videoconferencing software such as Zoom. Each session includes four interrelated steps that we will describe in more detail below (see also Figure 1).

Steps of the remote self-confrontation interview method.
Step 1: Observation of Participants’ Interaction with the Stimulus Material
The first step represents participants’ first contact with the stimulus material while being observed by the researcher. In this step, the researcher asks the participants to view the stimulus material at their own “normal” pace. The task given to participants and the extent to which they should know beforehand about the actual research questions should be adequately discussed, both considering possible effects on participants’ behavior/perceptions and necessary ethical considerations. To keep the usage situation within the given setting as natural as possible, no time limit should be given. Furthermore, no conversation between researcher and participants takes place during this first step, to avoid distractions resulting from the need to answer questions right away or sharing thoughts simultaneously to browsing the stimulus (Lim, 2002; van den Haak et al., 2003). The interviewer may think about pausing their own camera during this part to help participants feel less watched. While viewing the stimulus material, participants share their screens to allow for observations by the researcher. At the same time, they are visible via their video transmission, which means that both their verbal and nonverbal reactions and their interaction with the stimulus material can be observed and recorded. Accordingly, the observation includes nonverbal responses and social cues that are commonly available in face-to-face interviews (Opdenakker, 2006), such as participants’ facial expressions (e.g., frowning, head shaking, or smirking). Moreover, participants’ behaviors
The kind of observation used in the remote self-confrontation interview method can be described as
In our study, to create a plausible scenario for the task, we told the participants that they are part of a pilot test of a new social media platform and that it is their job to do an initial evaluation. To brace them for possibly harsh content, they were told that the platform is free of content moderation and restrictions. However, they were unaware that the study (solely) focused on their perceptions of the integrated hate speech content. Given the sensitive nature of the stimulus material, we decided not to pause the interviewer’s video sharing at any time. This allowed the participants to be aware that they were not alone while dealing with the difficult content and that they could voice any discomfort or request the interviewer’s support if necessary.
Step 2: Self-Confrontation Interview
In the second step, participants are first asked to describe how they have perceived the stimulus material and what specific content they remember, in order to capture their first
In our study, participants were re-confronted with the social media feed they had just viewed and recapitulated their usage situation by sharing the perceptions, thoughts, and feelings they had while browsing.
Step 3: Semi-Structured Qualitative Interview
After completion of the self-confrontation interview, a qualitative semi-structured interview follows as already implemented in similar offline concepts (Kümpel, 2019a). With the help of an interview guide, further personal characteristics and participants’ attitudes and behaviors that are relevant to the research question can be investigated. The clear separation between self-confrontation interview and qualitative interview is beneficial for both researcher and participants, as it allows a clear distinction to be made between stimulus-related responses and more general information about the individual. By gathering extra context in this step, the researcher can properly interpret participants’ behavior instead of just making assumptions based on what was previously observed.
In our study, we obtained additional information that helped us to understand and contextualize participants’ behaviors such as their experiences with and their awareness toward online hate. For example, one participant shared that she had personally experienced hate speech in the past year, which is why she avoided engaging with similar content out of self-protection—a behavior that we had already noticed during the observation phase (Step 1).
Step 4: Additional Tasks
Finally, additional problem-focused tasks can be used to gather even more detailed evaluations of the stimulus material. However, these tasks should be connected to previous parts of the study and adequately integrated to not interrupt the flow of the session. In this step, it can be particularly helpful to take advantage of the technical possibilities offered by the remote implementation, for example by integrating interactive tools or questionnaires. These additions allow for more in-depth examination of central parts of the stimulus as well as direct comparisons of participants performing the same task.
In our study, participants were asked whether they would report selected hateful posts in an interactive setup (i.e., rating posts with thumbs up or thumbs down).
Procedure of Debriefing
Following the completion of the interview, a debriefing should take place, providing the participants with information about the research aims and necessary deceptions (e.g., regarding a fictitious stimulus). In the case of sensitive research topics, it is also essential to consider participants’ well-being. Therefore, the closing of the conversation should, for one, round off the study situation well and, for another, not leave the participants feel uninformed, insecure, or left alone with their thoughts (Engward et al., 2022). Therefore, participants should be given sufficient time to share further thoughts on the study and to address any needs resulting from their participation.
After approximately an hour of discussing hate speech—a potentially stressful topic for many people—we did to not simply “cut off” the conversation, but aimed to make every participant feel well-informed and comfortable. Due to the emotionality of the topic, we provided them with additional information about hate speech, links to support websites, and invited them to contact us at any time should further issues or questions arise.
Procedure of Data Analysis
The multimodality of the remote self-confrontation interview method leaves the researcher with different types of data, which can be combined during post-processing and analyzed together for a more comprehensive understanding. First, the interviews are to be transcribed with the help of the audio recordings, for which (platform-integrated) automatic transcription tools can be useful. It is up to the researcher to decide whether a verbatim or a somewhat cleaned version will suffice. For the parts of the self-confrontation interview that integrate retrospective think-aloud protocols, however, it is advisable to transcribe participants’ exact wording in order to be able to depict the cognitions surrounding their perceptions as accurately as possible. If the transcription is done automatically, the researcher must ensure that everything is properly documented and that no—for the software ostensibly irrelevant—details get lost.
In addition to these transcripts (
In the context of our study, for example, we had a close look at which of the relevant posts (containing hate speech) were quickly scrolled over and which were considered more closely. We added this information as well as notes on participants’ nonverbal reactions to the final transcript, as illustrated in the following excerpt. Here, a female participant was once more confronted with a post she previously saw within the stimulus: “Yeah, so I just looked at it [
Her own description of the first contact with the post combined with the researcher’s external observations allow for richer insights and enable analyzing the data without constant consultation of the video recordings.
Finally, the annotated transcripts are compiled and analyzed using content analytical approaches, the complexity and depth of which will depend on the research interest. We recommend using qualitative content analysis according to Mayring (2015). This approach relies on selecting the units of analysis (in remote self-confrontation interviews: observed behaviors; statements in the interviews), developing a category system—based both on theoretical assumptions and the actual interview/study material, and coding the data in several cycles. All codings in the categories and subcategories can then be compared within and between participants to assess similarities/differences and identify main themes. In this way, the researcher is able to uncover overarching patterns and factors influencing first- and second-level perceptions. Mayring’s approach offers the advantage of using the technical know-how of quantitative content analysis, while at the same time adhering to the principles of qualitative openness (Mayring & Fenzl, 2019). Compared to other qualitative analysis strategies, this approach can thus not only cope with a larger amount of material but also enables genuine mixed-methods analyses (i.e., combining quantitative “counting” and qualitative complexity). Analysis programs such as
Evaluation of the Remote Self-Confrontation Interview Method
Drawing on our own experiences as well as methodological discussions regarding comparable approaches (e.g., Buber, 2007; Calderhead, 1981; Kümpel, 2019a, 2019b; Lim, 2002; Messmer, 2015), the following section focuses on the advantages and challenges of the remote self-confrontation interview method, covering both the researchers’ and the participants’ perspectives and provide an outlook on how it might be implemented in future studies. While the method is of course not completely novel, the unique combination of approaches as well as the fully remote implementation shed light on specific benefits and drawbacks.
Advantages and Challenges for Participants
For participants, the remote self-confrontation interview method offers the benefits that remote participation in interviews generally entails. Unlike in the (laboratory) face-to-face situation, participants are at home in their “natural” digital media use environment, making the study feel less artificial. Accordingly, participants’ perceptions are occurring and captured in a situation that is considerably closer to their reality, in a location where they are routinely confronted with similar content. This intimacy can pay off, especially in the case of sensitive and personal topics, as being embedded in a secure and familiar environment makes it easier to speak frankly and openly (Gray et al., 2020; Thunberg & Arnell, 2021). Since no travel time and costs emerge when participating remotely, participation hurdles are much lower as well, resulting in a broader range of potential participants that do not have to be in the same location as the researcher. Participants may even be less time-conscious because they are already at home, resulting in more intense interactions than in offline settings (Alhejaili et al., 2022). Our own study also showed that “the fun factor” and the added value for the participants should not be neglected. Participants told us several times how much they liked the interactivity and variety of the study setup. This even went so far that some inquired whether they would be allowed to participate in potential follow-up studies. Creative and interactive components are especially beneficial in remote settings, where participants may find it more difficult to stay focused.
However, the remote implementation also poses challenges that affect participants directly or indirectly. First of all, they need to be at least somewhat tech savvy in order to (1) be able to participate in a video conference and (2) prevent the study situation from feeling too artificial (see also Gray et al., 2020). Moreover, as audio and video recordings are made, participants often hold some legitimate concerns regarding their privacy and the protection of their personal data, which must be strictly ensured by the researchers. As already discussed, ethical and emotional considerations have to be made in order to make the remote participation as comfortable and secure as possible—especially when it comes to sensitive topics. While it can be advantageous for participants to be in their regular environment when participating remotely, the physical distance between them and the researcher can also lead to difficulties. When talking about personal topics, some participants might need the
Advantages and Challenges for Researchers
At first sight, the remote implementation seems to make things much easier for the researcher, as there is no need to have access to adequate premises and hardware/software. The functionality of modern videoconferencing software also facilitates the integration of multimodal stimuli and interactive tools, simultaneously making it comparatively easy to switch between different setups and scenarios. Regarding types and quality of the obtained data, the remote setting allows to observe and record nonverbal facial expressions of participants directly, which—as our study has shown—provides valuable information regarding their first- and second-level perceptions (see also Gray et al., 2020). Compared to a face-to-face setting, such observations are much more inconspicuous and less invasive during videoconferencing, as participants do not feel like they are being stared at constantly (Alhejaili et al., 2022). Having video recordings of participants’ facial expressions and—at least to a certain extent—of their body movements ultimately adds a lot of extra information to the data of verbal interviews (Opdenakker, 2006) that has been missing in previous offline studies (Lim, 2002). Moreover, the recordings not only enrich and simplify the analysis for the researcher but also allow them to focus more on the participant’s behavior and less on documenting the session.
Nevertheless, the remote implementation of the self-confrontation interview also entails negative aspects for the researcher and the quality of data. Although the observation phase is easier to implement and not as invasive, some visual cues and body language might only be captured in face-to-face settings (Thunberg & Arnell, 2021). Working remotely can make it difficult to control for distractions such as people entering the room, children or pets demanding attention, or an unstable Internet connection. To minimize these issues, it is important to conduct a thorough briefing and to check equipment and connections in advance. Due to the extensive preparation phase, the focus on individual experiences, and the rather complex data collection and analysis, the remote self-confrontation interview method also naturally limits the number of participants that can be studied. This, however, is well-compensated by the richness of the obtained data.
Conclusion and Perspectives for Future Research
Despite certain challenges associated with remote research setups, the advantages for researchers and participants are numerous and significantly increase the scope of action for both. Future studies should make use of the method’s flexibility by adopting innovative technologies. For instance, interactive and clickable stimuli—such as mock-up social media platforms or websites (Unkel, 2021)—could provide valuable information about interaction patterns or participatory behaviors. When exact dwell times and gaze patterns are of interest, participants’ interactions could also be assessed by using remote eye-tracking methods (e.g., Papoutsaki et al., 2017). Such technical extensions, however, must be weighed against the actual research focus and available resources. Following Oltmann (2016), we also argue that the decision whether to conduct qualitative (interview) studies remotely or not should always be guided by the contextual conditions of the research question and the object of study.
In our view, the desired amount of proximity between participants and researcher requires the most considerations. We are convinced that the researcher’s presence is a vital component of qualitative inquiries (Gemignani, 2011), especially when examining sensitive topics. According to our and other researchers’ experiences, rapport is achievable online as well (Engward et al., 2022), but requires the interviewer to be well prepared and trained. Nonetheless, for some research questions, participants must not feel watched and more distance may be needed. Remote self-confrontation interviews offer flexibility in this regard and should be considered in future study designs. Taken together, the remote self-confrontation interview method is an effective, resource-saving, and broadly applicable way to study online users’ perceptions of as well as reactions to digital media content—even beyond times of pandemics.
Footnotes
Declaration of Conflicting Interests
The authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The authors disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This work was supported by the German Federal Ministry of Education and Research (BMBF) under Grant number 13N15340 (KISTRA project).
