what is card sorting and how can we do it - wiad 2014
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Card SortingHelp people find what they’re looking for WORLD INFORMATION ARCHITECTURE DAY 2014
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Mental Model
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Mental models are deeply held internal imagesof how the world works, images that limit us tofamiliar ways of thinking and acting. Very often,we are not consciously aware of our mentalmodels or the effects they have on our behavior
Peter Senge
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Acting As Mental Model
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Problem!
Are these people finding what they came for?Yes or NoHow do we know?
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Card Sortingo A card sort is a user-centered
design method for increasing a system’s find ability.
o The process involves sorting a series of cards, each labeled with a piece of content or functionality, into groups that make sense to users or participants.
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With card sorting you can
• Build the structure for your website• Build the structure for your
navigation• Decide what to put on the pages• Label categories and navigation
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When should we do itCard sorting is a user-centered, formative technique. It should be used as an input to:
o designing a new siteo designing a new area of a siteo redesigning a site
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I’m pretty sure I know how to sort things in a way that will make scene to our site Visitor
No! you probably don’t
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There are different ways to sort informationAnd the best way may not be you were thinking
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Fruits?
Banana
Pineapple
Tomato
Broccoli
Carrots
Bell pepper
Apple
Peach
Vegetables ?
Avocado
Rhubarb
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How Can We Do It?i. Decide what you want to learnii. Select the type of Card Sort (open vs. closed)iii. Choose Suitable Contentiv. Choose and invite participantsv. Conduct the sort (online or in-person)vi. Analyze Resultsvii. Integrate results
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What are you wanting to learn?
o How do our users expect the information to be organized and categorized?
o What terminology and labels do they find confusing and what better terms can we use?
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How Can We Do It?i. Decide what you want to learnii. Select the type of Card Sort (open vs.
closed)iii. Choose Suitable Contentiv. Choose and invite participantsv. Conduct the sort (online or in-person)vi. Analyze Resultsvii. Integrate results
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Open Card Sorting / Close Card Sorting
DiscoverIn an open card sort, participants create their own names for the categories.
What is your Goal?
ValidationIn a closed card sort, participants are provided with a predetermined set of category names.
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CHOOSE
METHODo Moderate
o Un moderate
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How Can We Do It?i. Decide what you want to learnii. Select the type of Card Sort (open vs. closed)iii. Choose Suitable Contentiv. Choose and invite participantsv. Conduct the sort (online or in-person)vi. Analyze Resultsvii. Integrate results
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It depends But:you do an audit of the key content that will be on your siteyou create a card for each sectionyou present the stack of cards to a participant and ask them to sort them into groups that are meaningful to them.
SELECTING CONTENTCards come from where?
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How Can We Do It?i. Decide what you want to learnii. Select the type of Card Sort (open vs. closed)iii. Choose Suitable Contentiv. Choose and invite participantsv. Conduct the sort (online or in-person)vi. Analyze Resultsvii. Integrate results
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o Who are your target audience?o How can you find them – Email? Social network?
Or …o Do they need to gifts for involvement?
Invite Participants
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Sample of invitation o Dear <Name of customer contact>, o Session Description : <Name of company> is continually
focusing on user experience to ensure that …o What: This user experience research session will focus on
how an end-user would organize the navigation components on <Product Name> …
o Who: who should be participant in this session & their involvement gift is ….
o When: The session will take approximately 1.5 hours during December 4-19 (during one of the days)…
o Whereo How: Short explain about session
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How Can We Do It?i. Decide what you want to learnii. Select the type of Card Sort (open vs. closed)iii. Choose Suitable Contentiv. Choose and invite participantsv. Conduct the sort (online or in-person)vi. Analyze Resultsvii. Integrate results
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Online Card Sorting / Offline Card Sorting
More ParticipantsLess cementsUn Moderated
Less ParticipantsMore cementsCan be Moderated
What is your Goal?
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Lead the face-to-face session
Why questions• Ask them, Why do they
think this or that?
Explain session clearly• There is no right or wrong
answers, we just want to know what you think
Minimize interruption• Encourage the
participants to think loud
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How Can We Do It?i. Decide what you want to learnii. Select the type of Card Sort (open vs. closed)iii. Choose Suitable Contentiv. Choose and invite participantsv. Conduct the sort (online or in-person)vi. Analyze Resultsvii. Integrate results
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Analyzingo Prepare your data for analysis ( you can find more
Box and arrow’s version | Rosenfeld media’s version)o Analyze qualitative information based on user
comments.o Analyze quantitative information o Pull together your findings in a report to share
with your team and stakeholders.
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Look ato Open Card Sorting:
- What groups were created- Where the cards were placed- What terms were used for labels
o Close Card Sorting:- Users understand the categories & can find information- Content fits well in categories with not too much overlap- Category names match users mental models
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Correlation
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Similarity MatrixEach card is compared to each other card. The higher the number, the more similar the cards and displays the percentage that any one card was grouped with another card.
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Want to learn more?• Interactiondesign.org• Usability.gov• Box and Arrows• Nielsen Norman Group• Optimal workshop
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Thank You For Your
Attention
Any Question?
ASMA KAROOBIWIAD 2014 – IRAN
ir.linkedin.com/in/asmakaroobi