To understand expertise and expertise development, interactions between knowledge, cognitive processing and task characteristics must be examined in people at different levels of training, experience, and performance. Interviewing is widely used in the initial exploration of domain expertise. Work and cognitive task analysis chart the knowledge, skills, and strategies experts employ to perform effectively in representative tasks. Interviewing may also shed light on the learning processes involved in acquiring and maintaining expertise and the way experts deal with critical incidents. Interviews may focus on specific tasks, events, scenarios, and examples, but they do not directly tap the representations involved in task performance. Methods that collect verbal protocols during and immediately after task performance better probe the ongoing processes in representing problems and accomplishing tasks. This article provides practical guidelines and examples to help researchers to prepare, conduct, analyse, and report expertise studies using interviews and verbal protocols that are derived from thinking aloud, dialogues or group discussions, free recall, explanation, and retrospective reports. In a multi-method approach, these methods and other techniques need to be combined to fully grasp the nature of expertise. This article shows how the cognitive processes in data collection constrain data quality and highlights how research questions guide the development of coding schemes that enable meaningful interpretation of the rich data obtained. It focuses on professional expertise and provides examples from medicine including visual tasks. This comprehensive review of qualitative research methods aims to contribute to the advancement of expertise.Keywords: expertise, interviews, verbal protocols, cognitive processing, analysis
IntroductionFor this special issue on "Methodologies for studying visual expertise", the present article will discuss the qualitative research methods of interviews and verbal protocols to examine expertise and expertise development. This article aims to guide students, practitioners, and researchers new to the field of expertise research, or these types of qualitative research, when and how to use these methods to answer their research questions. Starting from a theoretical framework of expertise and cognitive processing in task performance, this article provides practical guidelines so that researchers can prepare, conduct, analyse, and report expertise studies using interviews and verbal protocols. The rationale behind the methods, as well as their strengths and weaknesses, are explained to understand how procedures should be designed to maximise the quality of the data. Although these guidelines for research are applicable to all expertise domains, the focus here is on professional expertise. Most examples will be drawn from medical expertise research, as it has a long-standing tradition of using diverse methods of verbal protocols, and includes various areas of visual expertise. Thi...