Remember: card sorting is not a user interface design method, but a knowledge elicitation exercise to discover users' mental models. It has to make users work harder and really think about how they'd approach the concepts written on the cards.
- Card Sorting: Pushing Users Beyond Terminology Matches
Exploratory card sorting
- Purpose: to find out how your users classify the information in your domain.
- Steps of open card sorting:
- 30-100 cards (with a title and a short description).
- Ask around 15 users to sort the cards into groups.
- Users give each group a description of what makes the group a group.
- Analyse the data. The terms people use to describe the groups will become the proto-headings of the navigation structure.
A title of the function
A short description
x 30-100 cards
Users: sort the cards into groups
Users give each group a description
Tree test
- Purpose: to check if people can actually find stuff in your navigation structure.
- Steps:
- 10-20 task cards (with a short description of a likely goal/task that the web site supports)
- Prepare a set of group headings, derived from an open card sort.
- Write down the sub-groups on the back of each card.
- Ask users to pick the group card and then the sub-group card while given the task cards.
"Find an exercise bike"
x 10-20 cards
+
(front)
Sports & Leisure
(back)
Fitness
(back)
Camping & Hiking
(back)
Cycling
Users: pick the group card and then the sub-group card
Trigger word elicitation
- Purpose: to identify the words or phrases that will encourage users to click on links.
- Steps:
- 10-20 task cards (with a short description of a likely goal/task that the web site supports)
- Ask users the words or phrases they would expect to find on a web site that supported that task.
Web broad
- Purpose: to find out where users expect to find your functions.
Function familiarity test
- Purpose: to gauge how often people use functions within your application, or to measure levels of understanding.
- Steps:
- Cards contain a title of the function and a short description.
- Ask users to sort the cards into three piles: functions I use frequently; functions I use sometimes; and functions I rarely or never use.
- Give points and add up the scores derived from all participants to identify the most used functions in your interface.
A title of a function
A short description
sort the cards into three piles
Functions I use frequently
5 points
Functions I use sometimes
2 points
Functions I rarely or never use
0 points
Swap sort
- Purpose: to find out the most important functions, features or tasks within your interface. This information would help you know how to priortise content.
- Steps:
- Cards contain a title of the function, feature or task and a short description of it.
- Ask users to pick the 10 most important cards of them.
- Ask users to place the 10 card vertically and rank them in descending order of importance.
- Give points from 10 to 1 and add up the scores derived form all participants to identify the most important functions in your interface.
(Source:
Card Games for Information Architects by David Travis)