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Click to add textCard Sorting and Cluster Analysis
Sophie WoodAgency Support Services woodj3@michigan.gov
State of Michigan • Department of Information Technology2
From Vision to Action
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Card Sorting & Cluster Analysis
What is card sorting and why conduct a card sort study?
Card sorting basics Tools for an online card sort study
State of Michigan • Department of Information Technology3
From Vision to Action
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Why Conduct a Card Sort?
To learn from users of the system how they group a list of content, functions or ideas and what they call those groups.
To validate the organization of an existing site or application before working on a re-design.
To avoid designing a web site or application from the developers/organizations point of view.
Takes out opinion when designing a taxonomy for a site.
State of Michigan • Department of Information Technology4
From Vision to Action
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What is Card Sorting?
Card sorting is a method for discovering the latent structure in an unsorted list of statements or ideas.
If the informants are representative of the user population for whom the application is being designed, then the result will reflect the structure in which the users expect the ideas or concepts should be presented.
www.UsabilityNet.org
State of Michigan • Department of Information Technology5
From Vision to Action
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What Card Sorting Ignores
Business requirements Strategic direction Technical goals and limitations Existing site/application guidelines
State of Michigan • Department of Information Technology6
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Card Sorting Basics
1. Index cards are prepared. Each card has a single item from the list on the front and a long description on the back. Descriptions are included to clarify what each item represents.
RoseThe flowerof flowers
Front of Card Back of Card
State of Michigan • Department of Information Technology7
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Card Sorting Basics2. Users are asked to sort the set cards into logical
groups (cluster) and name each group.
Blue Rose Pansy Lemon
Apple Violet Peach Brown
Red Cherry Petunia Green
State of Michigan • Department of Information Technology8
From Vision to Action
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Card Sorting Basics
BlueRose
Pansy
Lemon
Apple
Violet
PeachBrownRed
Cherry
Petunia
Green
COLORS
FRUIT
FLOWERS
State of Michigan • Department of Information Technology9
From Vision to Action
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Card Sorting Basics1. Index cards are prepared.2. Users are asked to sort the set cards into logical groups (clusters) and name each group.3. Results of the individual card sorts are recorded and analysis is done.4. Recommendations for organization of site/page/application are made.
State of Michigan • Department of Information Technology10
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Tool for a Web-based Card sort
1. A spreadsheet is prepared with items and descriptions.2. Card Sort Study is created.3. Users are invited via email to participate in the card sort
study via the web.4. After the card sorts are complete, view cluster tree
(taxonomy) of results. 5. Individual results are exportable as .csv file and include
names of groups (clusters).
State of Michigan • Department of Information Technology11
From Vision to Action
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Summary Card sorting is a way to find out how users see the
information/concepts/functions we provide and can provide the basis for a site taxonomy.
Tools exist to simplify the creation of a study and the analysis of the results.
Cards should be sorted by real users to provide meaningful results.
Study results are not necessarily the whole picture and don’t include things like business goals and strategic direction.
State of Michigan • Department of Information Technology29
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Any Questions?
Sophie Woodwoodj3@michigan.gov517-335-7897
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