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
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?
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
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
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
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
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