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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 session will use the same material that Human Factors professional Selma Zafar used to teach her students.

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Information Architecture 101: Card Sorting - Selma Zafar

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

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