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IV. Interviewing

  1. Selecting interviewees
  2. Before the interview
  3. During the interview
  4. After the interview
  5. Online interviewing resources
1. Selecting interviewees

Selecting people to interview is one of the most important aspects of planning an oral history project. As mentioned above, you may choose to conduct one or more foundational interviews in the early stages of a project to establish the broad framework. Background research and foundational interviews should yield additional prospective interviewees.

Several factors should be taken into account when considering whom to interview. First and foremost, the interviewee should have first-hand experience and an in-depth knowledge of the topic. The list of interviewees should be as demographically representative as possible to include a variety of perspectives on the basis of race, class, gender, occupation, religion, political affiliation, etc.

For example, although the key leaders of an organization may seem like natural choices and will probably provide important information on its growth and changes, it is also important to include interviews from those "on the front lines." They may have a better grasp of day-to-day operations and challenges and also may be more forthright than members of the upper echelon. Including varied points of view fosters what historians call "triangulation," which means getting at a more complete understanding of the truth by considering as many sources and perspectives as possible.

Other characteristics to consider include storytelling ability and how often the individual has been interviewed previously. Some interviewees may have rich life experience, but advancing age or personality issues may interfere with their ability to communicate their knowledge. Nothing is more disappointing than getting to an interview only to find that the interviewee answering in monosyllables! On the opposite end of the spectrum, other interviewees may have told their story so often that they have become stoREtellers; that is, they have constructed a rote, canned narrative that does not respond well to new inquiries from the interviewer.

Of course, when interviewing individuals about events in the distant past, it is to be expected that they will filter their memories through subsequent events and experiences. The shaping of memory by lived experience is, in fact, one of the most fascinating aspects of oral history. The interviewer should simply be aware of how this process may affect the content of the interview.

2. Before the interview

Once you have decided whom to interview, begin by requesting permission, preferably in writing followed by a phone call. Identify yourself and your organization, explain the overall scope and purpose of the project, and ask whether the person would be interested in participating. If the interviewee agrees, establish a date, time, and place that are comfortable and convenient for the interviewee and will be conducive to good sound quality.

Next, prepare a list of interview questions. Use the outline of subtopics you developed for the project, and then tailor it for each individual. In addition to your general background research, find out about each individual by requesting a CV or resume, doing a Google search, and/or getting information from networking contacts to help establish the individual’s unique role and experience.

Questions can be arranged in either autobiographical or topical format. Begin with easy, non-threatening questions such as date and place of birth, and save the most difficult or controversial questions for the last part of the interview. Create clusters of questions and vary question types (broad to specific, easy to hard, factual to subjective). Try to keep questions short, direct, and open-ended, and avoid multi-part questions. You may want to provide your subjects with a preliminary list of questions in advance, which can help the interviewee feel more relaxed and confident and enable them to give more complete, considered responses.

Be sure to prepare the following list of documents to bring with you to the interview, and fill them out as much as possible in advance to save time at the interview:

  1. Interview cover sheet and checklist
  2. Interviewee life history form
  3. Proper name form
  4. Release form

Samples of these forms are available from:

Finally, it is always a good idea to confirm your appointment with the interviewee with a phone call the day before.

3. During the interview

At the interview site, try to establish a rapport with the interviewee. Ask if they have any questions about the interview process. Reassure them that they are in control of the interview and will have the opportunity to review the recording and/or transcript, and that no one will have access to the interview unless they agree to sign the release form following the interview. Give the interviewee a life history form to fill out while you are setting up. Prepare the recording equipment and make a “tag” announcement with the names of interviewee and interviewer and the date and location of the interview.

Attentive listening is fundamental to good interviewing. Maintaining eye contact, nodding or otherwise acknowledging the points the interviewee is making, and taking written notes during the interview (as long as they aren’t overly distracting) all indicate your interest. As you listen, try to formulate follow-up questions to clarify or expand on what the interviewee has said. This is one of the most difficult parts of interviewing that can only be learned with practice. As you respond to the interviewee, balance respect for his or her story with your own goals, keeping in mind that oral history is a two-way, interactive process. Jot down proper names and technical terms during the interview so that you can ask for correct spellings after the recording is finished. Finally, watch the interviewee for signs of fatigue or discomfort and offer to pause for rest breaks if necessary. Generally, one hour is ideal for most interviews, and interviews that last beyond 90 minutes may decline in quality and coherence. In special circumstances, when there is only one opportunity to record the interview, it may be necessary to record an extended session, but try to allow adequate breaks.

4. After the interview

Once the recorder is turned off, ask for the spelling of names of people and places and technical terms and list them on the proper name form. Ask the interviewee to complete a life history form if they have not already done so. If the interviewee is amenable, you may ask them to sign a release form immediately following the interview, or you may choose to mail the release form at a later date, particularly if you are sending a copy of the recording and/or transcript for them to review. Be sure to send a written thank-you note and provide contact information.

As soon as possible after leaving the interview, you will need to complete one or two more forms in addition to the four mentioned above:

5. Field notes
6. Recording index (if interview will not be transcribed)

If recording digitally, download and name the audio file and make backup copies. Be sure to immediately label recording media (tapes, CDs, etc.) with the name and date of the interview. Make copies of the recording for preservation, transcription, and the interviewee (see Copying files and labeling media for storage and backup). Compile field notes for each interview, which briefly summarize the conditions under which the interview was conducted, any recording problems, and any pertinent observations about how the interview went. If the interview will be transcribed, provide the transcriber with the proper name form. If not, create a recording index with a summary of the topics covered. If you have time to go into more detail, you may summarize each section of the interview, noting the time elapsed and including transcription of key excerpts.

Finally, all documentation for each interview (forms 1-5 and 6 if appropriate) should be completed and filed in a safe place. If you are using a database to track interviews, the forms can be used to create an electronic interview record.

For more on post-interview steps, see Baylor University Institute for Oral History Beyond the Interview: What Next?

5. Online interviewing resources:
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