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A WEB-BASED METHODOLOGY
FOR VISUALLY-ORIENTED
CONSUMER RESEARCH1
1
This work was supported in part by a grant from the Department of Commerce/National
Textile Center (Grant No. A97-I11) and in part by the Richard Edgerton Fund at Berry
College. The authors would like to thank Carrie Lego for her assistance in preparing this
manuscript.
A WEB-BASED METHODOLOGY FOR VISUALLY-ORIENTED CONSUMER RESEARCH
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JOURNAL OF INTERACTIVE MARKETING
would actually look on their bodies. The user clock. The researcher has the capability of
selects hair color, height, shoulder width, waist reaching a larger and more diverse subject pop-
and hip size, and these features form a three- ulation, and it is possible that responses will be
dimensional virtual body (Wall Street Journal more veridical due to the anonymity afforded
Interactive Edition, 1998). Other firms are in- by the Web. Since data collection is automated
troducing ways to build consumer involvement and coding errors all but eliminated, data costs
by allowing them to input their own images to per respondent ought to be considerably lower
the company site. Cosmopolitan’s Virtual Makeover than with traditional research methods.
uses customer-supplied photos to show how the On the other hand, widespread adoption of
user would look with different cosmetic treatments online formats for research purposes has been
(http://www.virtualmakeover.com/cosmo/), hampered by some troubling issues. Chief
while Mattel allows young Barbie fans to order among these is sampling bias, since the universe
custom-made dolls made to resemble their own of Web users is skewed toward upscale, well-
measurements, skin tone, and hair color. educated male technophiles (Stanton, 1998). An-
These promotional and merchandising ef- other problem is the inherent uncertainty about
forts are innovative and exciting. However, it is the real identity of the respondents at the other
not clear that similar innovations in web use are end of the modem connection (though one
being made by marketing scholars and research could argue that phone and mail surveys pose
practitioners. We argue that they are not fully the same problem). A related issue is the un-
exploiting the capabilities of online media to willingness of respondents to provide sensitive
probe deeply into consumers’ motivations and information over what they perceive to be inse-
preferences. In particular, we believe that re- cure lines. While targeted e-mails have been
searchers need more vision—literally. Existing used to recruit subjects who can respond anon-
methods of data collection, largely focused on ymously, privacy concerns linger among con-
the written or spoken word, need to adapt to sumers (Khunert & McCauley, 1996; Reips,
the enhanced possibilities for visual research 1997).
offered by the Web. Despite these concerns, some research firms
and academics are surging ahead with online
Online Data Collection: surveys. For example, the Wharton Virtual
Problems and Potential Test Market (http://fourps.wharton.upenn.edu/
One ramification of online marketing is that ⬃wvtm/naomi/WWW_homepage/start1.htm)
consumers have many more choices available to and Georgia Tech’s Graphics, Visualization,
them and greater control over which messages and Usability Center (GVU) periodically con-
they choose to process (Vinkatesh, Dholakia, & duct surveys regarding attitudes toward web us-
Dholakia, 1996; Hoffman and Novak, 1996). age (Kehoe & Pitkow, 1996). Major research
Another is that organizations now possess the firms including NPD and Greenfield regularly
ability to present rich, visual information to con- conduct online panels and surveys.
sumers and to obtain feedback (in the form of A typical strategy currently used in online
purchases or other responses) very quickly. Un- research efforts is to use a list server to reach
fortunately, this lode has not yet been ade- participants in a special interest discussion
quately mined. group, who then respond to an online question-
Conversion from mail, telephone, or direct naire related to this interest (Greguras & Stan-
interviewing survey techniques to a web-based ton, 1996). Although empirical validation is in
format has several compelling advantages. Re- its early stages, few systematic differences in
sponse time can be minimized due to automa- response patterns between such online and in
tion of response protocols. It is easier to modify vivo sampling and survey methods have been
the research instrument or to create multiple reported. For example, in one study where an
experimental versions of it, and the survey or identical questionnaire was administered in
experiment can be conducted around the both paper and web formats, similar covariance
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A WEB-BASED METHODOLOGY FOR VISUALLY-ORIENTED CONSUMER RESEARCH
structures were obtained for each version (Stan- sual representations of the construct of “para-
ton, 1998). dise” (Bamossy & Costa, 1997).
Despite the steady advances of online data In recent years, the Zaltman Metaphor Elici-
collection efforts, a frank assessment of these tation Technique (ZMET) developed by Zalt-
instruments is that most essentially are standard man and his colleagues (Zaltman, 1996; 1997;
paper-and-pencil measures simply scanned into Zaltman & Coulter, 1995) represents a more
html file format, with response buttons, pull- systematic application of visually grounded re-
down lists, or text input fields substituted for search methods. As Zaltman (Zaltman, 1997)
traditional hard copy paper-and-pencil scales. notes, thought arises from images, not words,
This reproduction of the traditional instrument and two-thirds of all stimuli reach the brain
is adequate for many research applications, but through the visual system. The ZMET system
certainly not for all. And, these conventional makes an important contribution as a corrective
formats do not take full advantage of the web’s for the verbal bias in computer-mediated re-
capabilities to present dynamic, rich images to search. This methodology is superb for re-
large numbers of users simultaneously. A few searchers wishing to conduct intensive qualita-
academic projects are pushing the envelope in tive research with a small sample to better
this regard, but these are primarily online ex- understand how they metaphorically represent
periments posted by psychologists (for one a brand personality in memory.
notable example visit http://www.cops.uni-sb.de/ The research tools that we will describe in
ronald/experim/). this paper were designed to accomplish very
different objectives and, therefore, differ in
structure from ZMET in several important
ways: 1) in ZMET the visual images are gen-
erated through an intense interactive process
(IN RESEARCH), A PICTURE IS WORTH A between a subject and a digital technician—
THOUSAND WORDS the goal is to jointly construct a visual meta-
The use of visual stimuli by consumer research- phor for a brand that is then subjectively in-
ers has largely been confined to small-sample terpreted; 2) the methodology is computer-
qualitative studies that typically build upon mediated in the sense that the image is
methodological traditions developed in disci- created with the use of computer software,
plines such as clinical psychology, visual sociol- but data per se are not collected online; 3)
ogy, aesthetics, and anthropology. In the main, responses to visual stimuli are not quantita-
these techniques use visual material as part of a tively aggregated across respondents.
stimulus or response format and require “deep” A similar dearth of work can be found in
interpretation as the analysis approach (Heisley more traditional consumer research domains;
& Levy, 1991). For example, projective tech- relatively little attention has been paid to
niques such as autodriving and the TAT (The- the application of visual stimuli in quantitative
matic Apperception Test) have been adapted to or information-processing research (Grunert-
qualitative consumer research contexts (Heisley Beckmann & Askegaard, 1997). Yet, most infor-
& Levy, 1991; Levy, 1981; 1985; Rook & Levy, mation-processing research that has employed
1983). Photographs and videos are routinely visual stimuli has given credence to the differ-
used in consumer ethnographies and naturalis- ent hemispheric information-processing styles
tic shopping and marketplace studies to docu- connected to verbal and visual stimuli. It is
ment informants’ reactions in vivo (Belk, Sherry, thought that the left hemisphere is primarily
& Wallendorf 1988; 1989). A few isolated inter- responsible for cognitive abilities which rely on
pretive studies have employed images as a re- verbal information and symbolic representa-
sponse format when subjects are asked to create tion, while right hemisphere functions center
collages expressing some underlying concept, around the processing of holistic, nonverbal
as when respondents are asked to construct vi- information (Flemming, 1981). The implica-
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JOURNAL OF INTERACTIVE MARKETING
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A WEB-BASED METHODOLOGY FOR VISUALLY-ORIENTED CONSUMER RESEARCH
FIGURE 1
Schematic of Life/Style OnLine姝 system architecture. Elements of the html script
software and its associated databases may be stored locally or on a remote
server
and preferences. This tool is comprised of a ior at the browser. However, the system can be
browser-based software interface with an exten- hybridized in several ways to allow it to be used
sive database layer, which handles storage and with local storage systems, or for partial offline
retrieval of visual images. One innovative fea- data collection, or to separate components of
ture of the software that generates the web the system. This flexibility allows researchers to
pages is that it is a form of dynamic html (html solve several problems likely to be encountered
scripting). Therefore, the large number of web in specific applications. For example, image
pages that might be required by a specific re- loading times can be greatly reduced by storing
search application are not individually created the image database locally while allowing soft-
html files, but are instead interactively created ware and data streams to be controlled from the
online in response to the behavior of the re- client server.
spondent. The specific pages, then, do not ac- Because the software is browser-based, it has
tually “exist” until the time of application when the virtue of being platform-independent. The
the program creates them “on the fly” on the core software tools can be embedded in stan-
basis of respondent behavior, research design dard html pages or referred to by other browser-
parameters, and information in the database based software. In our present application the
(visual and verbal). research tools are embedded in a password en-
The research protocol is administered to con- try application that routes the respondent to
sumers on a client-server platform as shown in the appropriate version of the application. Dif-
Figure 1. The base system is designed to func- ferent “versions” constitute different experi-
tion on a remote server linked to the user’s mental conditions or variations of a survey pro-
machine through an Internet connection. In tocol. The password entry application also
this configuration, all web-page components re- serves to associate the respondent to the appro-
side on the server and are assembled into web priate data record in the database, thereby per-
pages as needed through the html script inter- mitting the interleaving of data necessary for
face and data are input to the server databases repeated measurement protocols.
as a continuous tracking of respondent behav- A major focus of our ongoing research pro-
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JOURNAL OF INTERACTIVE MARKETING
gram has been to learn how female fashion phor—that of a virtual house. Our choice of this
opinion leaders integrate information from structure stems from the notion that each room
mass-media lifestyle depictions as they form in a house is associated with a set of consump-
their own consumption preferences and com- tion decisions, ranging from the type of car to
municate these choices to others (Englis, So- keep in one’s garage and the choice of a com-
lomon, & Olofson, 1993; Solomon & Englis, puter in the study to the vintage of wine to serve
1994). The product images presented in Life/ in the living room or the appropriate artwork to
Style OnLine娀 are chosen from print media of hang in the bedroom.
particular relevance to the twentysomething fe- The research task requires respondents first
male consumers in the target population, based to select an “ideal” person image and then to
on readership data obtained from The Simmons navigate through the “rooms” of that person’s
Survey of Media & Markets. The basic feature of house, stopping along the way to make product
the product selection and assessment portion of selections associated with different social sce-
the Life/Style OnLine娀 protocol is to have respon- narios. For example, the respondent’s task
dents assemble— on their computer screens— might be to help the person prepare for a din-
collages of product images they associate with ner party she is giving for a group of business
images of selected people and lifestyle sce- associates. In that case she would go to her
narios. “closet” and select an outfit, shoes, and other
There are three visual layers to the current items. Then, she would proceed to the living
data collection paradigm: (1) sorting and selec- room and choose furnishings, music, artwork,
tion of images of people in their daily lives; (2) and so on. Finally, she would navigate to the
establishment of a social context in which prod- dining room where dinner would be served—
uct selection will occur; and (3) selection of an and choices of table settings, entrees, beverages,
“ensemble” of products perceived to be ideally etc. would be recorded.
suited to each social context. Descriptive infor-
mation pertaining to both the social images and The “Life” Layer of Life/Style
the product images are included as the respon- OnLine娀
dent navigates through the task. The task begins with the “Life” layer. A dem-
The present project extends our previous work onstration version of Life/Style OnLine娀, as
(Englis & Solomon, 1995; Solomon & Englis, well as other applications of this software,
1997b) in this area by examining how consumers’ can be accessed at http://www.fafnir.berry.edu/
aspirations are expressed visually as they evaluate ConsumersOnLine. This section of the task asks
and select products. While clothing selections are respondents to scroll through a set of images of
the focus of the current application, these choices people shown in their daily lives—people en-
are contextualized by asking respondents to eval- gaged in leisure activities, at work, with their
uate product alternatives in other categories as families, and so on. In the present application,
well. This aspect of the research further develops respondents sort these photos into four catego-
our prior work in cross-category consumer deci- ries—aspirational and avoidance categories, a
sion-making (Englis & Solomon, 1996; Solomon category representing how they currently
& Assael, 1987; Solomon & Englis, 1984). Accord- see themselves, and an irrelevant category.
ingly, the user interface is designed to be flexible Figure 2 shows two sample full-sized images
enough to accommodate the input of virtually any and their respective category assignments.
kind of visual imagery to allow researchers to elicit Smaller, thumbnail-sized images are shown on
respondent feedback regarding a broad range of a summary page that is presented for each cat-
consumption domains. egory as assignments are being made. The re-
Zaltman and his colleagues remind us of the spondent is then asked to confirm her choices
crucial role played by metaphorical thinking as and to select the one image most prototypic of
consumers process consumption data. The Life/ each category. This prototype is later used as
Style OnLine娀 system also is based upon a meta- the stimulus image for a traditional question-
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A WEB-BASED METHODOLOGY FOR VISUALLY-ORIENTED CONSUMER RESEARCH
FIGURE 2
Screen shot showing two images taken from the “life” layer. Each shows the category into which
the image has been placed: category labels are presented on “pull-down” menus placed at the
bottom of the images
naire layer that collects data pertinent to the case, the respondent is initially presented
respondent’s perceptions and evaluations of with the full set of images and is asked to
each social category. The prototype image (as- create her own categories. Each time the cat-
pirational, avoidance, or current selves) is also egory contents are updated, the respondent is
used as a visual prompt (or avatar) for each given the option of sorting the next image
social category in the “style” layer of the task, into the currently existing categories or to
which is described in detail below. create a new category.
Once sorting is complete using any of these
Other Applications of the Life Layer task modalities the respondent can be asked to
The “Life” layer of Life/Style OnLine娀 is essen- select a prototype image for each category, pro-
tially a sorting task that has been instrumented vide a label for each category, and she can then
online. In the current application, the catego- be sent to a questionnaire layer. The question-
ries have been determined a priori to examine naire layer can be created to contain questions
self-concept/product-congruence issues within common to all sorting categories or questions
the specific research application. However, the that are unique to selected ones. A sample of
software can easily be modified to incorporate research questions that could be addressed by
other category labels and to include virtually these sorting procedures includes:
any number of categories desired. Thus, any
research project requiring respondents to sort ● Stimulus discriminability (e.g., sorting of
visual images into a priori categories can be logo or packaging options).
instrumented using this technology. The label-
ing of the categories as well as the specific num- ● Aesthetics (e.g., sorting different options
ber of categories can both be determined by the for product or package designs or match-
researcher, or the system can present a fixed ing visuals with products/brands in ad ex-
number of categories without labels. ecution research).
In this latter case, once the sorting task is ● Typologies (e.g., beauty types research,
completed respondents can be asked to pro-
product attribute typologies, Q-sorts).
vide their own descriptive labels for the cate-
gories they have populated with images. Alter- ● Perceptual mapping (e.g., MDS studies to
natively, the sorting task can be instrumented understand dimensions underlying percep-
without a priori category information. In this tions of product options).
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JOURNAL OF INTERACTIVE MARKETING
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A WEB-BASED METHODOLOGY FOR VISUALLY-ORIENTED CONSUMER RESEARCH
(the scenario description) cues can be used as strategy. For example, a study of the meaning of
prompts. The collages are built up over time celebrity might use celebrity images as prompts,
as the respondent iterates through the task. followed by category contents that relate these
Following each product choice, the respon- images to behaviors, attitudes, or consumption
dent is sent back to the product categories habits associated with, say, Meg Ryan versus
associated with the room location in which Gwyneth Paltrow. Alternatively, an advertising
selections are being made and is shown the study might use a product description, or visual
current status of the collage. The respondent image, and target market description as
can return to a product category as often as prompts and ask respondents to select visual
necessary and thus is free to modify her elements appropriate for the advertising execu-
choices until she is fully satisfied with the tion (e.g., settings, props, costumes, and so on).
resulting product assortment. Similarly, the categories and category con-
Following the creation of an assortment of tents are flexible. In Life/Style OnLine娀 the cat-
consumption choices for a given scenario, the egories and their contents are presented in a
respondent is sent to a questionnaire layer visual format, with short descriptive labels for
where varying question formats are used to ex- the categories. There are several choice points,
amine perceptions of the assortments (collages) however, where the software can provide writ-
as well as their constituent elements. In addi- ten cues to augment the visual information pre-
tion, respondents can be asked to provide input sented. For example, a study involving fashion
concerning what elements (i.e., products items might emphasize stylistic elements in the
and/or product features) they might have pre- visual channel and manipulate the impact of
ferred to include in the assortments but which brand cues by systematically varying the brand
were not included in the set of visual stimuli names associated with those styles.
presented by the researcher. The flexibility of category structure and con-
tent also permits numerous permutations.
Other Applications of the Style Layer Thus, a study of interior décor preferences
The Style layer of Life/Style OnLine娀 is funda- might use rooms of a house as the categories
mentally a high-tech collage-creating tool, but with the contents of each containing stylistic
one that automates the application of collage- variations of the décor of that room. In contrast,
creation methods from the qualitative to quan- a conjoint analysis of product features and price
titative domains. The basic structure of the task sensitivity might present the product category as
involves linking a prompt with the choice of the prompt, product features as the categories,
objects within categories. For those cases where and feature choices as the options within each
the respondent might not wish to include the category. As each feature choice is selected the
category at all (e.g., alcoholic beverages may not evolving collage may be presented along with
be desired by some consumers) the researcher information concerning changes in product
may include the option to not choose the cate- pricing. Because of this flexibility, any number
gory. Although in the Life/Style OnLine娀 appli- of other research issues can be pursued. Other
cation we have limited respondents to a single possible applications include:
within-category choice option, this feature can
● Symbolic product associations and brand
be modified either by repeating a product cat-
communities (e.g., mapping cultural set-
egory and permitting multiple choices or by
tings, sports events, retail atmospherics
modifying the software itself to allow for multi-
onto product assortments).
ple choices.
The researcher can easily manipulate the spe- ● Consumer socialization/acculturation and
cific prompts, categories, and category con- rituals (e.g., bridal registry application with
tents. Thus, the prompt can be visual, verbal, or respondents picking ideal product assort-
of a combined form; it can describe a person, ments).
place, situation, or an element of a marketing ● Celebrity and endorser selections (e.g.,
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JOURNAL OF INTERACTIVE MARKETING
perceived lifestyle elements associated with ● Advertising pre- and posttesting using ani-
different celebrities with similar Q ratings). matics, aided recall, etc.
● Product usage studies (e.g., the prompt is ● Pretesting of celebrity/endorser matchups.
the product purchased, categories are steps ● Online consumer surveys.
associated with product usage, and within- ● Trend forecasting and diffusion studies.
category choices are options for product
● Brand equity.
usage at each step).
● ● Simulations of store layout, tourism ven-
Conjoint analyses and other contingency
tasks. ues, etc.
● ● E-commerce/data mining.
Qualitative studies (e.g., construction of
collages, auto-driving studies, visual projec- ● Product bundling options for health care,
tives, etc.). financial services, etc.
● Cross-cultural studies (e.g., incorporation ● Cross-category promotion and product
of visual stimuli to overcome semantic bar- placement decisions.
riers).
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A WEB-BASED METHODOLOGY FOR VISUALLY-ORIENTED CONSUMER RESEARCH
tions of the self can themselves be regarded as ing With the Mind’s Eye: On the Use of Pictorial
projectives), the comparison of designers’ and Stimuli in Values and Lifestyle Research,” in Values,
consumers’ conceptions of ideal products, the Lifestyles, and Psychographics, L.R. Kahle & Chia-
gouris, L. (Eds.), Lawrence Erlbaum Associates:
examination of contextual effects on product
Mahwah, New Jersey, pp. 161–181.
evaluation, and the study of individual differ-
Hansen, F. (1981). “Hemispheral Lateralization: Impli-
ences in contextual sensitivity and visual versus
cations for Understanding Consumer Behavior,”
verbal processing of research stimuli. In partic- Journal of Consumer Research, 8 (June), 23–36.
ular, a visually based system promises to be par- Heisley, D.D. & Levy, S.J. (1991). “Autodriving: A Pho-
ticularly useful for research populations that toelicitation Technique,” Journal of Consumer Re-
can be better reached on the visual channel, search, 18 (December), 257–272.
including, teens, foreign consumers, or even Hoffman, D.L. & Novak T.P. (1996). “Marketing in
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explore the promise of this methodology, and Conceptual Foundations,” Journal of Marketing 60,
we hope our “vision” of the future is shared by 3 (July) 50 – 68.
many of our colleagues. Holbrook, M.B. & Moore W.L. (1981). “Feature Inter-
actions in Consumer Judgments of Verbal Versus
Pictorial Presentations,” Journal of Consumer Re-
search, 8 (June), 103–113.
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