Card sorting is a user-centered design method used to help design or evaluate the information architecture of a site. It involves users organizing content into categories that make sense to them, which can provide valuable insights into how your audience thinks about your content.

Key Concepts of Card Sorting

  1. Purpose:

    • To understand how users categorize information.
    • To inform the structure of your website or application.
  2. Types of Card Sorting:

    • Open Card Sorting: Participants create their own categories.
    • Closed Card Sorting: Participants sort cards into predefined categories.
    • Hybrid Card Sorting: A combination of open and closed methods.
  3. Participants:

    • Typically involves 15-20 participants to gather diverse insights.
  4. Tools:

    • Physical cards or digital tools like OptimalSort or xSort.

Steps to Conduct a Card Sorting Session

  1. Preparation:

    • Define the goal of the card sorting session.
    • Choose the type of card sorting (open, closed, or hybrid).
    • Prepare a list of items (cards) to be sorted.
  2. Execution:

    • Brief participants on the task and its purpose.
    • Allow participants to sort the cards into groups that make sense to them.
    • For open sorting, ask participants to name each group.
  3. Analysis:

    • Look for patterns in how participants grouped the cards.
    • Identify common categories and outliers.
    • Use the results to inform your information architecture.

Practical Example

Imagine you are designing a website for a library. You want to understand how users would categorize different types of books and resources. Here's how you might set up a card sorting session:

Step-by-Step Example

  1. Preparation:

    • Goal: Determine how users categorize library resources.
    • Type: Open card sorting.
    • Items: Fiction, Non-fiction, E-books, Audiobooks, Magazines, Journals, DVDs, etc.
  2. Execution:

    • Provide each participant with a set of cards representing the items.
    • Ask them to group the cards in a way that makes sense to them and label each group.
  3. Analysis:

    • Collect the sorted groups from all participants.
    • Identify common groupings, such as "Digital Media" for E-books and Audiobooks.
    • Use these insights to design the website's navigation structure.

Exercise

Task: Conduct a card sorting session for a hypothetical online clothing store. Use the following items: T-shirts, Jeans, Jackets, Dresses, Shoes, Accessories, Sale Items, New Arrivals.

  1. Decide whether to use open or closed card sorting.
  2. Conduct the session with at least 5 participants.
  3. Analyze the results and propose a navigation structure for the store.

Solution

  1. Type: Open card sorting to gather unbiased insights.
  2. Execution: Participants might group items into categories like "Men's Clothing," "Women's Clothing," "Footwear," and "Accessories."
  3. Proposed Navigation:
    • Men's Clothing
    • Women's Clothing
    • Footwear
    • Accessories
    • Sale
    • New Arrivals

Common Mistakes and Tips

  • Mistake: Not having a clear goal for the card sorting session.

    • Tip: Clearly define what you want to learn from the session.
  • Mistake: Using too many or too few cards.

    • Tip: Aim for 30-50 cards to balance comprehensiveness and manageability.
  • Mistake: Ignoring outliers in the data.

    • Tip: Consider outliers as they might reveal unique user perspectives.

Conclusion

Card sorting is a powerful technique for understanding user mental models and informing the design of your information architecture. By following a structured approach, you can gain valuable insights into how users perceive and categorize your content, leading to a more intuitive and user-friendly design.

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