Study // Knowledge card 2.3
A claim without its source is a guess
How to use contextual inquiry, which checks each interpretation with users, to tag every claim by source, so guesses become research questions.
- Date
- Aim
- How do I keep a persona honest when I cannot reach users?
- Topic
- Research & Discoverymethod · core
- Built with
- Claude + NotebookLMUpdated · 6 min read
Notes
2.3aImagination you can auditsrc 01
Design always runs partly on imagination. Bulk demographics are too broad to design from, long immersion is too slow, and some users — a CEO, an astronaut — you will never reach. The discipline is to feed imagination with what you saw and were told, and to keep each claim's provenance tag · nhãn nguồn gốc beside it:
- Typed claims look alike. Once written, "she pauses at the fee" and "she shops weekly" read with the same confidence. Surprising: I expected a guess to give itself away in the wording. In a finished persona it reads as flatly as a fact, so only the tag tells them apart.
- Interpretation needs a check. Contextual inquiry, developed by Hugh Beyer and Karen Holtzblatt, asks the researcher to share an interpretation of the work with users so they can confirm or correct it. I read that check as needing the interpretation marked as one.
In my words
A tag keeps the route from source to claim visible, so a reviewer knows what to trust and what to test.
Why
Why not trust a careful writer's memory? Because, in my experience, a persona outlives its writer, and readers inherit only the sentences.
2.3bSix tags, strongest firstsrc 03
I rank a claim by how far it sits from something a user did:
- [OBSERVED] — seen in a session, a recording or the product.
- [STATED] — the user's own words. What people say and do are "very often" different (Rohrer).
- [SECONDARY] — logs, tickets, published studies: records made for another question.
- [PROXY] — support agents, sales: a proxy · nguồn đại diện speaking for users, filtered by their job.
- [INFERRED] — reasoned from the tags above it.
- [ASSUMED] — Confused: If every assumed claim must become a question, how many can a persona hold before it is only a proto-persona with a photo?
The line falls between proxy and inferred. Above it, someone saw or said something; below it, the claim is my reading.
In my words
Each rung adds one more filter between the act and the sentence — memory, another purpose, another person's job, my own logic.
Link
What people say is a hypothesis — its top two rungs; this note extends the ladder to my own guesses.
2.3cFour moves that keep the source attachedsrc 01
- Tag every line as you write it. Bracket it at the end of each statement in a persona, scenario or requirement. A source costs one word to record now and an interview to recover later.
- Split fact from reading. I keep four columns: fact, hypothesis, implication, design idea. In the fact column, an interpretation borrows authority it never earned.
- Turn every [ASSUMED] into a question. Actionable: My next research plan: one row per assumed line, with who could answer it., because a written question gets scheduled and a quiet guess gets built.
- Book the proxy loan. Treat proxy insight as a loan against real-user research: note who said it and when you will check it with users.
Why
Why a loan? Because a support agent sees the users who call, so the account is true of callers and silent about everyone else.
Link
Every persona detail must change a decision — its "label the evidence" move, with six tags in place of two.
2.3dAt work: four situations
- "We can't talk to users before launch." Imagination is now the method. Write the persona anyway, tag it, and take the [ASSUMED] list to the first real contact.
- "Sales says every client wants dashboards." That is a proxy claim. Tag it, ask which client said it and in what words, and book the check.
- An AI drafts a persona from a one-line prompt. Connection: Same test as the AI quality checks: output I cannot trace to an input is a claim to verify. Promote a line only when I can point to its source.
- A requirement reads "Users need offline mode." Ask for its tag first. Actionable: Requirement reviews: a tag column in the spec template, filled before sign-off.
Critique
Goal: keep a persona honest. Element: a "Sources" slide at the end of the deck. Works? No — because one source list for the whole deck seems to cover every claim. Tag each line.
Examples
Two cases of the same shape, kept for reference.
2.3eGOV.UK Service Manual, 2016src 04
The manual's guide to analyzing a session asks for a single note per observation, written exactly as seen or heard. What the team concludes goes later, as a finding on a sticky note of a different color.
Link
2.3c — fact and reading, kept apart by color.
2.3fWikipedia's citation needed tagsrc 05
An editor who doubts a statement tags it [citation needed]: a request for another editor to supply a source. The page adds that the tag alone never improves an article.
Link
2.3b — an assumed claim turned into a request for evidence.
Meaning
Sketch (from my project · Riding Cam App)
- EvidenceContrast computed by script
Below the line
- InferenceAI findings, checked
- UnverifiedNo example recorded
Three levels · no rider observation recorded
On Riding Cam App, a companion app for a cycling camera and a Tail Radar, I set a working rule for the AI-assisted research: every research claim carries its evidence level — evidence, inference or unverified. Some AI findings were wrong: one gave an iOS type size as 32/39 where the HIG says 34/41, and token descriptions claimed a contrast pass at 2.997 and 4.497. I read the three levels as a coarse form of the six tags, with AI output below the line until checked. The case falls short on users: UX decisions were shaped largely by stakeholders and the marketing team's research, so by my reading its user claims sit at proxy at best.
Paraphrase (my own words)
- Imagination is unavoidable; the discipline is knowing which parts it supplied.
- A tag travels with the claim, so the next reader knows how far to trust it.
- Rank sources from a seen act down to a guess; my own reasoning sits below the line.
- Check what I inferred, ask about what I assumed, repay what a proxy lent.
Critique (disagree, edge cases, trade-offs)
- Tag inflation. Under deadline, an inferred line drifts up to stated because it sounds right. Tell-tale sign: a persona with no [ASSUMED] tags at all. Count them; zero means nobody looked.
- Where it came from is all the tag says. One observed session is still one session, and a tag carries no count or quality. Pair the tag with how many people it rests on.
Remember
The note in a few cards: the idea, the words, the steps.
Concept
Tag the source
Label each claim with where it came from, because a typed guess looks exactly like a typed observation.
Concept
The evidence line
Inferred and assumed claims are my own reasoning, so I check the first and turn the second into a question.
Term
Provenance tag · nhãn nguồn gốc
A bracketed label at the end of a claim, from [OBSERVED] down to [ASSUMED].
Term
Proxy · nguồn đại diện
A person who speaks for users from their own job, such as a support agent.
Not A user.
Workflow
Keep the source attached
- Tag every line
- Split fact from reading
- Turn guesses into questions
- Book the proxy loan
Retrieval
Cover the notes. Answer each question from memory, then turn the card to check.
Q1
Why does a persona need tags, even when its writer was careful and honest?
Tap to answer
Q1Answer
Why does a persona need tags, even when its writer was careful and honest?
Because once typed, a guess and an observation read the same, and the persona outlives the writer's memory of which was which.
Tap to turn back
Q2
Rank observed, assumed, proxy, stated, inferred and secondary, and say where a claim stops being evidence.
Tap to answer
Q2Answer
Rank observed, assumed, proxy, stated, inferred and secondary, and say where a claim stops being evidence.
Observed, stated, secondary, proxy, inferred, assumed. Below proxy the claim is my reasoning, so it needs a check or a question.
Tap to turn back
Q3
A PM asks you to finalize a persona drafted from the support team's notes. What do you do before it goes in the deck?
Tap to answer
Q3Answer
A PM asks you to finalize a persona drafted from the support team's notes. What do you do before it goes in the deck?
Tag those lines as proxy, list the [ASSUMED] ones as research questions, and set a date to check the proxy lines with real users.
Tap to turn back
Q4
Your requirements list mixes what users did with what the team concluded. How do you fix it, and why does the fix work?
Tap to answer
Q4Answer
Your requirements list mixes what users did with what the team concluded. How do you fix it, and why does the fix work?
Split it into fact, hypothesis, implication and idea. A conclusion in its own column can be tested; mixed in with the facts, it passes as one.
Tap to turn back
Q5
When is it still right to design on assumed claims?
Tap to answer
Q5Answer
When is it still right to design on assumed claims?
When users cannot be reached in time and the assumptions are tagged and listed. The design proceeds; the list sets the research agenda.
Tap to turn back
Q1 / 5
Open question
Proxy insight is a loan against real-user research, but I have not tracked how often teams repay it. How long can a product run on proxy tags before the guesses harden into requirements?
Sources
- 01Contextual Inquiry: Inspire Design by Observing and Interviewing Users in Their Context (opens in a new tab) — Kim Flaherty, Nielsen Norman Group, 2020
- 02Contextual Design: A Customer-Centered Approach to Systems Designs (opens in a new tab) — Hugh Beyer, Karen Holtzblatt — Morgan Kaufmann (ISBN 1-55860-411-1), 1997
- 03When to Use Which User-Experience Research Methods (opens in a new tab) — Christian Rohrer, Nielsen Norman Group, 2022
- 04Analyse a research session (opens in a new tab) — GOV.UK Service Manual, 2016
- 05Wikipedia:Citation needed (opens in a new tab) — Wikipedia
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