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Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
Information Architecture 101: Card Sorting - Selma Zafar
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Information Architecture 101: Card Sorting - Selma Zafar

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Card sorting is one of the most useful exercises for determining the navigation structure of your intranet. It builds user-centered navigation and it can be executed with a few simple materials. This …

Card sorting is one of the most useful exercises for determining the navigation structure of your intranet. It builds user-centered navigation and it can be executed with a few simple materials. This session will use the same material that Human Factors professional Selma Zafar used to teach her students.

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  • If you use Donna Spencer's card sort analysis spreadsheets, you may find my co-occurrence matrix spreadsheet of use. It links to data in Donna's spreadsheets to generate the matrix. http://informoire.com/co-occurrence-matrix
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  • Murray Thompson’s award-winning entry in The Information Architecture Institute’s “Explain IA Contest.
  • An effective IA is based on the understanding of 3 different areas: Business, Content and Users.We are going to be focusing on USERS for this workshop and different strategies for engagement
  • OPEN SORT: good for getting ideas on groups of contentCLOSED: Useful to see where people would put the content.
  • What are you hoping to learn? Who does it impact? Pick those people!
  • Task TestingApply and watch how the site is doing?
  • Transcript

    • 1. Information Architecture 101: Card Sorting
      Selma Zafar
      Senior User Experience Designer
    • 2.
      • 12 years experience in creating compelling, usable and innovate experiences
      • 3. Strategy, user research, IA, wireframes, usability testing
      • 4. Recent ThoughtFarmer Intranet clients:
      • 5. MD Physicians
      • 6. Fokker Services, Aerostructures, Aircraft Services
      • 7. Global Container Terminals
      • 8. YVR
    • 9. IA Challenges for Intranets
      • Reflects a company organization chart that employees don’t understand
      • 10. Stale, out-dated content
      • 11. ‘Dumping Ground’ for content
      • 12. No publishing standards or style guide
    • Business/Context
      Content
      Users
    • 13. CARD SORTING
      http://www.flickr.com/photos/mattobee/4417201103/sizes/l/in/photostream/
    • 14. “It is important to use Card Sorting for the right reasons and the right time in the project and to analyze the results in combination with other inputs.”
      - DONNA SPENCER 2009
    • 15. Steps in a Card Sort
      Decide what you want to learn
      Select the type of Card Sort (open vs closed)
      Choose Suitable Content
      Choose and invite participants
      Conduct the sort (online or in-person)
      Analyze Results
      Integrate results
    • 16. What are you wanting to learn?
      New Intranet vs Existing?
      Section of Intranet?
      Whole organization vs single department?
      For a project? For a team?
    • 17. OPEN VS CLOSED
      Product Targets
      CRM Organization Chart
      Year in Review Meeting
      Company News
      Projects
      CRM Project Review
      Vacation Policy
      Christmas Party
      OPEN SORT
      Pay Days
      Walkathon Results
      Vacation request form
      Vacation Policy
      Walkathon Results
      Events
      Human Resources
      Pay Days
      Vacation request form
      Christmas Party
      CRM Organization Chart
      Product Targets
      Christmas Party
      CRM Project Review
      Vacation Policy
      Year in Review Meeting
      Pay Days
      CRM Organization Chart
      Vacation request form
      CRM Project Review
      Year in Review Meeting
      Product Targets
      Walkathon Results
      Christmas Party
      CRM Project Review
      Year in Review Meeting
      Company News
      Projects
      Product Targets
      Walkathon Results
      Company News
      Projects
      Vacation Policy
      CLOSED SORT
      Departments
      Human Resources
      Departments
      Human Resources
      CRM Organization Chart
      Pay Days
      Vacation request form
    • 18. Selecting Content
    • 19. Selecting Content
      Do’s
      • 30 – 100 Cards
      • 20. Select content that can be grouped
      • 21. Select terms and concepts that mean something to users
      Don’ts
      • More than 100 cards
      • 22. Mix functionality and content
      • 23. Include both detailed and broad content
    • Choose & Invite Participants
    • 24. Conducting the Card Sort
      Optimal Workshop (www.optimalworkshop.com)
    • 25. Analysis
      #15 The information in this presentation is confidential. Please do not redistribute. Thanks!
    • 26. Look at
      • What groups were created
      • 27. Where the cards were placed
      • 28. What terms were used for labels
      • 29. Organization scheme used
      • 30. Whether people created accurate or inaccurate groups
      #16 The information in this presentation is confidential. Please do not redistribute. Thanks!
    • 31. Category Characteristics
      • Users understand the categories & can find information
      • 32. Content fits well in categories with not too much overlap
      • 33. Category names match users mental models
    • Integrate Results
    • 34. Steps in a Card Sort
      Decide what you want to learn
      Select the type of Card Sort (open vs closed)
      Choose Suitable Content
      Choose and invite participants
      Conduct the sort (online or in-person)
      Analyze Results
      Integrate results
    • 35. Now Sort!
      www.thoughtfarmer.com/cardsort
      Find out the results at the next
      ThoughtFarmer Webinar:
      Information Architecture 101: Task Testing
      July 20th @10 AM PST
    • 36. Go Canucks Go!
      Any Questions?
    • 37. Selma Zafar
      selma@openroad.ca
      twitter.com/selmaz

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