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For hybrid card sorts the instructions will end, “If you need to, you can add new categories by copying and editing the first category label slide and renaming your categories.”

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For hybrid card sorts (where some categories are predetermined, but participants can also create their own categories if they want), include one category label slide for each of the predetermined categories, plus a special category label slide for participants to copy and edit. In this slide deck, all of the categories are already on slides. Move each category label slide to the start of each category. If unsure what a slide means, add a “?” to it. Please don’t delete any categories or slides. For open card sorts (where all categories are created by participants), include one category label slide, but instruct participants to copy and edit that slide for each of their categories (Figure 1).įigure 2: Closed card sort instructions: Please arrange all of the slides into categories. The fonts must be large enough for the cards and category labels to be legible in the slide sorter view where participants will rearrange the order of the cards.īefore the first card slide, insert one instructions slide and one or more category label slides, which are slightly different for open, closed, and hybrid card sorts. Narrow the slide margins and set the font so that the font is as large as possible, but do not use different font sizes or margins for different cards.

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Enter the full set of cards into a single presentation file.

Select All and Sort on Column B (now the only column with numbers)Ĭreate one slide for each card, using the random order you generated previously.

(Steps 3-5 are included because RAND() updates every time you make any edits, including Sorting.)

Use Paste Special with only Numbers selected in Calc, or only Values selected in Excel, to paste Column B into Column C.

In Column B, beside each card label, enter the function =RAND().

Enter card labels in Column A, one card label per row.

Using either Calc or Excel, you can create card labels in random order by following these steps: To share cards with remote test participants, create a slide show using PowerPoint, Impress, or another presentation software. Jakob Nielsen, in his article “Card Sorting: How Many Users to Test,” says that 15 is the minimum acceptable number of participants for card sorts. Whatever type of card sort you intend to perform, you must have the cards to show participants in your study. It provides a set of categories, but also allows participants to add one or more categories of their own if they do not think the cards fit into the pre-existing categories.

Hybrid card sort: As the name suggests, a hybrid card sort is a mixture of open and closed sorts.

It is useful either as a validation exercise after an open card sort has already been conducted, or in cases where the categories have already been defined and the only question remaining is how cards should be assigned to those categories.

Closed card sort: All the category labels are provided, and participants don’t add any categories of their own in a closed card sort.

Participants can create as many categories as they want for the content items and they can label the categories in any way they want.

Open card sort: Usually the first card sort conducted in a series, an open card sort is suitable for exploratory research.

There are three key methods for conducting a card sort: This common set is then incorporated into the design of the environment, usually the information architecture. The purpose of the analysis is to extract patterns from the population of test subjects so that a common set of categories and relationships emerges. Various statistical methods can be used to analyze the data.

#SORT IN OPENOFFICE EXCEL SOFTWARE#

These cards can help generate an overall structure for your information, as well as suggestions for navigation, menus, and possible taxonomies.Ĭharacteristically a low-tech approach using index cards, card sorting has evolved to include sophisticated online software programs.

Each card is labeled with a piece of content or functionality.

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Card sorting, one input in a user-centered design process, involves users sorting a series of cards into groups that make sense to them.