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Card Sorting

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Card sorting is a user-centered design method for increasing a system's usability/findability. The process involves sorting a series of cards, each labeled with a piece of content or functionality, into groups that make sense to users/participants.

 

1.
#29270

Affinity Diagrams  (link broken)

Affinity diagramming is a categorization method where users sort various concepts into several categories. This method is used by a team to organize a large amount of data according to the natural relationships between the items.

IAwiki. Articles>Information Design>Charts and Graphs>Card Sorting

2.
#21396

Analyzing Card Sort Results with a Spreadsheet Template

This article explains how to quickly derive easily-read, quantitative results from a card-sort activity by entering data into a spreadsheet template that is adaptable to any set of cards and categories.

Lamantia, Joe. Boxes and Arrows (2003). Articles>Usability>Methods>Card Sorting

3.
#27603

Beyond Story Cards: Agile Requirements Collaboration

Discusses the life cycle of Story Cards, what they should be, how to use them and what to watch out for.

Shore, James. JamesShore.com (2006). Articles>Documentation>Agile>Card Sorting

4.
#20676

The CAA: A Wicked Good Design Technique

Discusses Category Agreement Analysis, a card-sorting technique to help create usable information architectures.

Spool, Jared M. User Interface Engineering (2003). Articles>Information Design>Content Strategy>Card Sorting

5.
#24755

Card Sorting Tools: Final Summary

A summary of how IBM's USort/EzCalc and CardZort worked for results entry and analysis.

Maurer, Donna. DonnaM (2004). Articles>Usability>Methods>Card Sorting

6.
#22482

Card Sorting: A Definitive Guide

Card sorting is a simple user-centered technique for obtaining insight into the structure of a site. But is it really so simple? This definitive guide to card sorting includes detailed instructions on how to execute and analyze a sort, plus helpful hints to improve your sorts. It is the first in a series of articles about card sorting.

Maurer, Donna and Todd Warfel. Boxes and Arrows (2004). Articles>Usability>Methods>Card Sorting

7.
#28271

Card Sorting: An Inexpensive and Practical Usability Technique  (link broken)   (PDF)

Card sorting is often inexpensive, quick, and easy. Learn when to use this method and how to perform a card sort of your own within your company.

Kaufman, Joshua. Intercom (2006). Articles>Usability>Methods>Card Sorting

8.
#24468

Card Sorting: How Many Users to Test

Testing ever-more users in card sorting has diminishing returns, but you should still use three times more participants than you would in traditional usability tests.

Nielsen, Jakob. Alertbox (2004). Articles>Usability>Methods>Card Sorting

9.
#29928

Card Sorting: Mistakes Made and Lessons Learned

Card sorting is a simple and effective method with which most of us are familiar. There are already some excellent resources on how to run a card sort and why you should do card sorting. This article, on the other hand, is a frank discussion of the lessons I've learned from running numerous card sorts over the years. By sharing these lessons learned along the way, I hope to enable others to dodge similar potholes when they venture down the card sorting path.

Ng, Sam. UXmatters (2007). Articles>Usability>Methods>Card Sorting

10.
#21279

Card-Based Classification Evaluation  (link broken)

We hear and talk a lot about card sorting in various forms, and how it can be used as input on a hierarchy or classification system (or a taxonomy, if you like more technical words). We hear that we should test our hierarchies, but we don’t talk about how.

Maurer, Donna. Boxes and Arrows (2003). Articles>Usability>Methods>Card Sorting

11.
#10630

EZSort  (link broken)

The EZSort tool helps interface designers organize information based on users' expectations using statistical cluster analysis. This tool includes two packages -- USort and EZCalc. The USort program can be used by card sort participants to sort virtual cards with a simple GUI interface, instead of using physical cards. It can also be used by study administrators to generate card list and enter existing card sort result from individual participants. Once individual card sort results are captured by the USort package, test administrators can use the EZCalc package to manage card sort data from multiple participants, and perform cluster analyses. EZCalc generates tree diagrams that allow direct adjustment of the cluster thresholds. The packages can be used in designing Web sites, program interfaces, and many other information design applications.

IBM (1999). Resources>Software>User Centered Design>Card Sorting

12.
#28585

Global Online Card Sort for World Usability Day 2006

World Usability Day has come and gone for 2006, and the results of the global online card sort are in. About five hundred people in 19 or 20 countries participated in the exercise. Find out what's next.

Bailie, Rahel Anne. Usability Interface (2007). Articles>Usability>Methods>Card Sorting

13.
#20440

How to Organize a Portfolio

You have collected the pieces you would like to include in your portfolio. You have sorted through your collection and selected your best work. You have made entry cards for each piece to provide a good introduction for each sample. And you are ready to place your work, introduction page, entry cards, section dividers, and give-aways into your new leather portfolio. Where do you start?

Burnett, Rebecca E. Thomson. Careers>Portfolios>Information Design>Card Sorting

14.
#22076

Information Design Using Card Sorting

At the beginning of any information design exercise, it is normal to be confronted by a very long list of potential subjects to include. The challenge is to organise this information in a way that is useful and meaningful for the users of the system. A card sorting session can go a long way towards resolving this problem.

Robertson, James. Step Two (2001). Articles>Usability>Methods>Card Sorting

15.
#30638

Innovations in Card Sorting

Creating a product that has a logical information structure is critical to the success of the product. A good structure helps users find information and accomplish their tasks with ease. Card sorting is one method that can help us understand how users think the information and navigation should be within a product.

Dick, David J. Usability Interface (2007). Articles>User Centered Design>Methods>Card Sorting

16.
#26656

Pluralistic Usability Walkthrough

A usability test method employed to generate early design evaluation by assigning a group of users a series of paper-based tasks that represent the proposed product interface and including participation from developers of that interface.

Usability Body of Knowledge. Resources>Usability>Methods>Card Sorting

17.
#19928

Sorting Techniques for User-Centered Information Design  (link broken)   (Word)

Card, or pile, sorting has long been used in social sciences to identify how humans group words or concepts together. Can such sorting also inform information design? Can we use it to better anticipate what users are looking for when they open a book, a Help system, a library catalog, or a Web site? A review of literature and a variety of published case studies suggests how various sorting techniques are suited to different research goals. How to carry out a sorting study is discussed, and analysis methods applicable to the goals for an information design project are reviewed. We look at automation tools as a means of reducing analysis tedium, and as a means to expand a potential study audience via remote participation.

Deaton, Mary M. Techne (2003). Design>User Centered Design>Methods>Card Sorting

18.
#23258

WebCAT Category Analysis Tool

The Web Category Analysis Tool (WebCAT) is a variation on traditional card sorting techniques that allows a web designer/usability engineer to test a proposed or existing categorization scheme of a website to determine how well the categories and items are understood by users.

NIST. Articles>User Centered Design>Information Design>Card Sorting

19.
#32587

Extending Card-Sorting Techniques to Inform the Design of Web Site Hierarchies

Card sorting offers a systematic and statistically significant process for answering questions about hierarchy design. However, those of us who have run card sorts know there is an art to conducting successful card sort studies, and there are many variables that can affect the usefulness of results. In this column, I’ll discuss the challenges and limitations of card sorting and review alternative and complementary techniques that designers can leverage when developing an information hierarchy for a large-scale Web site.

Hawley, Michael. UXmatters (2008). Articles>Web Design>Usability>Card Sorting

20.
#32805

Card-Sorting: What You Need to Know About Analyzing and Interpreting Card Sorting Results

This article provides general guidelines for card sorting analysis and interpretation. Tips include how to deal with dual group membership, individual differences, effects of semantic clustering, and items in a miscellaneous group.

Hinkle, Veronica. Usability News (2008). Articles>Usability>Methods>Card Sorting

21.
#33049

Card Sorting for Intranet Information Architecture

A relatively large navigation list (about 50 content areas) of ‘un-substructured’ finance related material. The intranet in question uses single menu pages for each of 8 main information groups and the above list was part of the wider finance information group. Some work had already be done on other subsections (i.e purchasing). But the rest of the content, which included policies, procedures and other reference material, was all in the same sub-section. The list was structured by alphabetical order only.

Besseling, Nick. Contextia (2006). Articles>Web Design>Intranets>Card Sorting

22.
#33137

Card Sorting

This is a method for discovering the latent structure in an unsorted list of statements or ideas. The investigator writes each statement on a small index card and requests six or more informants to sort these cards into groups or clusters, working on their own. The results of the individual sorts are then combined and if necessary analysed statistically.

UsabilityNet (2006). Articles>Usability>Methods>Card Sorting

23.
#33138

Card Sorting

This is a simple technique that enables one person or a group of people to create a categorisation of objects so that it is understood which objects belong with which other objects. Objects can be anything: menu items, blocks of content, proposed web pages, URLs. This method can be used by practically anybody after a few minutes practice.

European MultiMedia Usability Services (1999). Articles>Information Design>User Centered Design>Card Sorting

24.
#33139

Card Sorting

Card Sorting is a technique for exploring how people group items, so that you can develop structures that maximize the probability of users being able to find items.

Gaffney, Gerry. Information and Design (2006). Articles>Information Design>User Centered Design>Card Sorting

25.
#33140

Card Sorting, Part 1

Card sorting is a user testing method for organising data into structure. There’s a lot of information about on what they are, how to conduct them. Problem is, they’re all over the place and mostly they’re written by scientists so tend to be a little difficult to grasp and bogged down in analysis (which can take over your life if you let it!) I’ve decided to document my understanding of how to plan, conduct and analyse a card sort, from a practitioners point of view.

Boulton, Mark. Mark Boulton (2007). Articles>Information Design>User Centered Design>Card Sorting

 
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