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.
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 users language
- 11. Taxonomy Classi鍖cation and labeling Finding Things Familar labeling Clear & Consistent navigation
- 13. ROI Return on Investment (ROI) is the bene鍖t to the investor resulting from an investment of some resource
- 14. Bene鍖ts Catalog site (increased sales) Improved product 鍖ndability 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 鍖nding patterns in how users would expect to 鍖nd content or functionality. Donna Spencer
- 18. Methods Open Card Sorting Modi鍖ed-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 USERS 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 (O鍖ine) 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 Di鍖cult 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 Shu鍖e 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. Con鍖gure 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!