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From 3x5 to LCD*
 Considerations and how-tos for
  conducting online card sort
            studies



                                                     Emily Ford
                               Urban & Public Affairs Librarian
                                      Portland State University
                                                 forder@pdx.edu

        *This presentation is based on an article forthcoming in College &
           Research Libraries News titled - Is Digital Better than Analog?
                               Considerations for Online Card Sort Studies
What is a card sort study?




             http://www.flickr.com/photos/rosenfeldmedia/3343504093
Open Card Sort




       http://www.flickr.com/photos/rosenfeldmedia/3344343842/
Closed Card Sort




        http://www.flickr.com/photos/rosenfeldmedia/3344341528/
3x5 Card Sort
Get IRB waiver or approval
Make cards
Recruit and schedule participants
Observe talking out loud
Ask questions/interview subjects
Transfer analog data to digital
Crunch data
Make sense of data
Plan and implement
    design/organization/changes
3x5 Card Sort

Pro
• Rich qualitative
  and quantitative
  data
• Inexpensive
• Complements data
  from other
  usability testing
  methods
3x5 Card Sort
     Con

     • Time intensive
     • Margins for error
     • Participant
       comfort/nerves
The Mission

• Create a LibGuide for OMPH
  students.

• Share it between PSU and OHSU.
The Partner
Laura Zeigen
User Experience Librarian
Oregon Health & Science
University

Oregon Master of Public
Health Student
The Students
The Method



    +
=
Optimal Sort
The Set Up
Drag,
Drop,
  &
Label
The Output
The Result
LCD Card Sort
Get IRB waiver or approval
Make cards
Recruit and schedule participants
Observe talking out loud
Ask questions/interview subjects
Transfer analog data to digital
Crunch data
Make sense of data
Plan and implement
    design/organization/changes
LCD Card Sort

Pro
• Non-traditional
  students/subjects
• Asynchronous
• Automated outputs
LCD Card Sort
     Con

     • No “think out loud”
       data
     • Potential interface
       issues with online
       product
     • Potential online
       product functionality
       issues
     • Tracking discarded
       cards
3x5 or LCD?
Considerations:
• How many cards are in our set?
• What other methods are being used
  for this project?
• What kind of users are our
  subjects?
• Does the online product do what
  we need?
• Do we want perfection or will
  good enough suffice?
LCD Card Sort
How-to:
1.Choose your software.
2.Design and set up your study
3.Collect data
4.Marvel at the results

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From 3x5 to LCD: Considerations and How-tos for Online Card Sort Studies

  • 1. From 3x5 to LCD* Considerations and how-tos for conducting online card sort studies Emily Ford Urban & Public Affairs Librarian Portland State University forder@pdx.edu *This presentation is based on an article forthcoming in College & Research Libraries News titled - Is Digital Better than Analog? Considerations for Online Card Sort Studies
  • 2. What is a card sort study? http://www.flickr.com/photos/rosenfeldmedia/3343504093
  • 3. Open Card Sort http://www.flickr.com/photos/rosenfeldmedia/3344343842/
  • 4. Closed Card Sort http://www.flickr.com/photos/rosenfeldmedia/3344341528/
  • 5. 3x5 Card Sort Get IRB waiver or approval Make cards Recruit and schedule participants Observe talking out loud Ask questions/interview subjects Transfer analog data to digital Crunch data Make sense of data Plan and implement design/organization/changes
  • 6. 3x5 Card Sort Pro • Rich qualitative and quantitative data • Inexpensive • Complements data from other usability testing methods
  • 7. 3x5 Card Sort Con • Time intensive • Margins for error • Participant comfort/nerves
  • 8. The Mission • Create a LibGuide for OMPH students. • Share it between PSU and OHSU.
  • 9. The Partner Laura Zeigen User Experience Librarian Oregon Health & Science University Oregon Master of Public Health Student
  • 11. The Method + =
  • 16. LCD Card Sort Get IRB waiver or approval Make cards Recruit and schedule participants Observe talking out loud Ask questions/interview subjects Transfer analog data to digital Crunch data Make sense of data Plan and implement design/organization/changes
  • 17. LCD Card Sort Pro • Non-traditional students/subjects • Asynchronous • Automated outputs
  • 18. LCD Card Sort Con • No “think out loud” data • Potential interface issues with online product • Potential online product functionality issues • Tracking discarded cards
  • 19. 3x5 or LCD? Considerations: • How many cards are in our set? • What other methods are being used for this project? • What kind of users are our subjects? • Does the online product do what we need? • Do we want perfection or will good enough suffice?
  • 20. LCD Card Sort How-to: 1.Choose your software. 2.Design and set up your study 3.Collect data 4.Marvel at the results

Notes de l'éditeur

  1. In a card sort study, subjects arrange a list of items or concepts (usually written on index cards) into logical organizational categories. Researchers typically encourage participants to “talk aloud” during the study to hear their thought process. The end result is a rich set of data in terms of how users organize information, but also how they think about doing it. In libs: web sites, infrastructure, research guides, RDA
  2. Good because you get ideas about how users will label stuff
  3. Good because you can figure out organizational structures of existing things
  4. The components of what it means to do a 3x5 card sort
  5. Lots of good data!Cheap to doWorks in conjunction with other kinds of usability testing, such as task oriented, etc.
  6. Data entryHow many cards x number of participants (Jakob Nielsen says 15 is ideal)Error margins, what if you drop the cards? What if you lose them?Strange environment with strangers looking on for participant
  7. Oregon MPH studentsDeceptively simple:WifiDifferent course of studyDifferent resources
  8. FamiliesJobsSchool at nightPart-timeDifferent school experiences/different needs
  9. Email input as to needs to understand between two libraries and research, then put that into cards and card sort, the rest was magic
  10. Integrated a short survey so we could collect demographic data from subjects; easy to use interface; 30 cards and ten users for free although Jakob Nielsen says we should have 15
  11. The interface looked like this, we also had demographic data from participants; auto shut off after 10 completed the study
  12. And it spit out a csv file for us, too!Dendograms, participant agreement, similarity matrix, and coded csv file
  13. This is what we made. Yes, we have two instances and have to email back and forth about changes
  14. 10 participants x 30 cards = 300 rows of data
  15. Comfort of their own homesDistance students
  16. Masking of label name inputsLoss of discarded cardsWhat if they don’t work in browsers or users have tech problems at home?
  17. How to decide if it’s right for you
  18. 4 easy steps