Simple Card Sorting Methods
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Card Sorting is one of the UX practices to find out how people think. It will help you to speak your user's language.
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Simple Card Sorting Methods
- 1. Andrii Rusakov Designer at SoftServe Simple Card Sorting Methods
- 2. Agenda – Information we work with • How to work with it? – Card Sorting methods • How to use them? • When to use them? • In-Person or Remote? – Next steps
- 3. Have you ever managed complex information?
- 4. What were the challenges you faced?
- 5. I know this subject well, and have good analytical skills. I am strong enough to manage it on MY OWN! Young Designer Situation
- 6. You can realy know too much. But your users may not. User-Centered Design I know this subject well, and have good analytical skills. I am strong enough to manage it on MY OWN! Young Designer Situation
- 7. ... before you come to any conclusions try walking in my shoes
- 8. What can help us to group complex information right ?
- 9. What can help us to group complex information right ? What does it mean?
- 10. Right approach is to speak your user’s language
- 11. Taxonomy Classification and labeling Finding Things – Familar labeling – Clear & Consistent navigation
- 13. ROI Return on Investment (ROI) is the benefit to the investor resulting from an investment of some resource
- 14. Benefits – Catalog site (increased sales) • Improved product findability • Improved product cross-sells and up-sells • Improved customer loyalty – Compliance • Avoiding penalties for breaching regulations • Following required procedures (e.g. Medical claims) – Knowledge worker productivity • Less time searching for things • Less time recreating existing materials
- 15. So... What will help to understand our user's way of thinking?
- 17. Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.” “ Donna Spencer
- 18. Methods Open Card Sorting Modified-Delphi Card Sorting Closed Card Sorting Reversed Card Sorting Generative Generative Evaluative Evaluative Mental models, Organization, Labeling, Relationship Mental models, Organization, Labeling, Relationship Organization, Labeling Organization, Labeling, Findability Method Research Type Learn About
- 19. When to Use? – Designing a new App – Designing a new area of an App – Redesigning an App
- 20. Design Process
- 21. Design Process
- 22. Two primary methods Open Card Sorting Closed Card Sorting USER’S CATEGORIES NAMES PREDETERMINED CATEGORIES NAMES
- 24. Advantages – Simple – Cheap – Quick to execute – Established – Involves users – Provides a good foundation
- 25. Disadvantages – Does not consider users’ tasks – Results may vary – Analysis can be time consuming – May capture “surface” characteristics only
- 27. In-Person (Offline) Moderated Card Sorting – Limited scale – Relatively heavy investment per participant – Great for gathering qualitative results – Expensive to get quantitative results
- 28. Remote (Online) Unmoderated Card Sorting – Unlimited scale – “Fire & forget” – Relatively cheap – Great for gathering quantitative results – Difficult to know why things happen
- 30. How it Works? – Planning – Running – Analysis
- 31. Planning – Collect the statements for analysis – Write each statement on a card – Prepare space for cards placing – Recruit informants (at least six)
- 32. Running – Shuffle the card deck – Explain that there may well be an “unsortable” pile
- 33. It looks like this ...
- 34. Analysis You will need Magic + Science – Look for broad patterns in the data – Or use cluster analysis approaches
- 35. Complex Analysis – Analysis spreadsheet by Donna Spenser – Co-occurrence matrix by Mike Rice – Dendrogram to illustrate the arrangement of the clusters
- 36. How it Works: 1. Entering the card names 2. Cards summary and standardised categories 3. Analysis of categories 4. Visualisation of results Analysis Spreadsheet by Donna Spencer
- 37. 1. Entering the card names
- 38. 2. Cards summary and standardised categories
- 39. 3. Analysis of categories
- 40. 4. Visualisation of results
- 41. Shows how often each pair of cards were put together in conducted card sort Co-occurrence Matrix by Mike Rice
- 42. Displays the results of cluster analysis on the similarity matrix in a tree format Dendrogram Tree View
- 44. 1. Input your cards 2. Configure your survey 3. Recruit participants 4. Receive results
- 49. What we receive? – Clear vision on projects information architecture – Ability to start next design phase
- 50. Next Steps
- 51. Want to read more? Card Sorting: Designing Usable Categories by Donna Spenser
- 52. Links – Card sort analysis spreadsheet http://rosenfeldmedia.com/blogs/card-sorting/card-sort-analysis-spreadsheet – Co-occurrence matrix http://www.informoire.com/co-occurrence-matrix – OptimalSort http://www.optimalworkshop.com/optimalsort.htm
- 53. Thank You!