Card sorting

Description

three people standing around a table moving index cards aroundIn a card sort participants create groups from content or objects and label the groups they generate. We can use that to understand how they think about categories and ideas for labelling.

Card sorting is a common user research technique. You can make a card sort more fun (more game-like) by introducing a tight timeline, prizes for the first to finish or prizes for the most innovative labelling.

How to

Prepare

Card sorting can take a fair amount of preparation, so ensure you leave plenty of time.

You will need:

  • A set of index cards. On each index card, list one item of content or one object for the card sort.
  • Sticky notes
  • Markers

The most time consuming and trickiest aspect of preparing a card sort is to select content to include on the cards. The content may be:

  • potential functions (if you are using the game for application menu design)
  • pages or sections of content (for websites and intranets)
  • products or similar objects

Run

Card sorting is best run in small groups as you can learn a lot from listening to how the group discusses the cards. You can run it as an individual activity if it is more important to collect a lot of data than to understand the rationale.

To run the card sort:

  • Introduce the game by explaining what sort of information is on the cards
  • Explain what the context or purpose is (e.g. it is for a website, an application or just to understand about grouping)
  • Ask participants to sort the cards in a way that makes sense to them (make sure they know there is no ‘right’ answer)
  • When it looks like participants have done some initial grouping, provide them with sticky notes and ask them to label each group with a short description.

When participants have finished, ask them to have a look at each other’s groups, and ask them to explain their rationale or aspects they found easy and difficult.

Record the results! (come back to this)

Analyse

The amount of analysis you do is dependent on what you need to get out of the game. Different levels of analysis include:

  • Understanding participants’ rationale for their sort.
  • ‘Eyeballing’ the data to spot consistent and different groupings and labelling
  • Using my card sort analysis spreadsheet to explore patterns and get some basic statistics showing what cards were placed in what catgegories.
  • Statistical analysis using one or more forms of cluster analysis or multi-dimensional scaling

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