Transparent methodology

AEO Research Methodology for AI Citation Experiments

Answer engine optimization (AEO) research shows how prompts, controls, citations, sample sizes, and limits are tested and reported.

View citation benchmarks Read the complete AEO guide

AEO research methodology in six steps

AEO citation tests ask if an AI answer names or links to a site in set rules. We log the prompt, run, reply, date, test rule, sample size, and limit so others can check the work and try it again.

  • Frame the research question State the claim, unit of analysis, comparison, and success criteria before testing.
  • Select and publish prompts Choose prompts by source, intent, topic, and wording, then document inclusion and exclusion rules.
  • Set test and control conditions Keep the engine, interface, settings, conversation state, and run schedule as consistent as practical.
  • Run tests and capture evidence Repeat the prompt schedule and save every response, source event, timestamp, and error.
  • Analyze the full denominator Report prompts, runs, observations, failures, mentions, citations, rates, and uncertainty.
  • Report limits and enable replication Separate findings from interpretation, disclose relationships, and document updates.
Reporting checklist

What every AI citation experiment report includes

Use this checklist to judge whether a result is clear, appropriately scoped, and practical to reproduce. Missing context should reduce confidence in the claim.

  • Question and protocol A predefined claim, unit of analysis, conditions, and success criteria.
  • Exact prompt set Prompt sources, intents, wording, variants, inclusions, and exclusions.
  • Test context The engine, interface, settings, state, timing, and known confounders.
  • Observation log A complete record of responses, source events, timestamps, and errors.
  • Sample and calculations Raw counts, denominators, rates, exclusions, and uncertainty.
  • Conclusions and limits Observed findings are separated from interpretation, assumptions, and future tests.

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Detailed AI citation research protocol

Use the topic navigation to review definitions, prompt selection, controls, observation rules, analysis, limitations, and reproduction steps.

Definitions and scope

What is answer engine optimization research?

What is an AEO citation experiment?

What is the difference between a mention and a citation?

What is the unit of analysis and how is success defined?

Questions and design

How is each research question or hypothesis framed?

How are baseline, comparison, and test conditions established?

Which independent, dependent, and confounding variables are documented?

What can an AI citation experiment establish?

Prompt selection

How does AEO Surge select prompts for an experiment?

How are intent, topic, and wording variants covered?

Which prompts are excluded?

Are exact prompts published?

Controls and observations

What variables should an AI citation experiment control?

Which factors cannot be fully controlled?

How should citations and mentions be recorded?

How are repetitions, errors, and ambiguous citations handled?

Sample size and reporting

Why are sample sizes reported?

How large should an AI citation experiment be?

How are mention and citation rates calculated?

What should a standard results report contain?

Limits and reproduction

Why must AEO research document limitations?

Can an AEO experiment guarantee future AI citations?

Why can AI citation experiment results change?

How can a reader reproduce an experiment and track updates?

Practical next steps

Continue with related AEO resources

Apply the methodology to content planning, page reviews, visibility tracking, and criteria-led tool evaluation.

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AEO Surge: independent guidance for AI-search visibility.

Evidence-backed guides, transparent tool comparisons, practical templates, and repeatable experiments for small teams navigating answer engine optimization.