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#owroadshow
Taxonomy of
Spices and Pantries
An Intro to Card sorting and Tree testing
Optimal Workshop Roadshow Los Angeles
June 15, 2017
Chris Chandler
Grace Lau
#owroadshow
Agenda
● 7:00 Welcome & Introductions
● 7:15 Card sorting basics
● 7:20 Exercise: Cardsorting in groups
● 7:30 Discussion
● 7:45 Case Study
● 8:00 Tree testing basics
● 8:15 Exercise: Tree testing via phone
● 8:30 Discuss real-time results
● 8:45 Adjourn
#owroadshow
Card Sorting
Optimal Sort
#owroadshow
Card Sorting
Card sorting is a design research
method for increasing a system’s
findability. The process involves
sorting a series of cards, each
labeled with a piece of content or
functionality, into groups that
make sense to users or
participants.
Activities & Deliverables
● Users sort the cards into
categories that we provide, or
they create categories that may
be more meaningful to them
● A Cluster Analysis is performed
to help determine groups and
confirm categories
#owroadshow
Website
structure
Mental
models
#owroadshow
How do we make sure
that different people
find what they’re
looking for?
#owroadshow
There are different ways
to sort content...
#owroadshow
Take 15 minutes!
In groups:
● Get into groups of 2-3
● Group cards and label categories
Online:
● http://bit.ly/owla-sort
#owroadshow
Discuss!
#owroadshow
Case Study of
Grace’s Kitchen
#owroadshow
#owroadshow
Kitchens = Websites
● Consider space, workflow,
platforms, roles and
responsibilities
● Lots of content
● Concepts with descriptive
properties
● Physical space vs digital
content
#owroadshow
Color
Size
Region
Culture
Texture
Aroma Function
Composition
Shape
Origin
Taste
#owroadshow#owroadshow
Card Sorting
discovery • open/hybrid
How to prepare for a typical
card sort
1. Select content/inventory
○ Current content areas
○ Planned/future content
○ Representative content
2. Recruit participants
3. Prepare cards
Tip: Labels and descriptions
should be short enough to read
and understand
#owroadshow
Overall Test Results
#owroadshow
Cards with Least Categories: Curry, ginger, sugar
#owroadshow
Cards with Most Categories: Pepper oil
#owroadshow
Categories: Over 288 suggested categories!
#owroadshow
Similarity Matrix
#owroadshow
Dendograms
#owroadshow
Open sort / Tree Test (what is your goal?)
Discover
Validate
#owroadshow
#owroadshow
Tree Testing
Treejack
#owroadshow
Tree testing is a usability
technique for evaluating the
findability of topics. The process
involves testing an expandable tree
structure without the influence of
visual design and navigation aids.
Tree Testing
Activities & Deliverables
● Validate navigation schemas,
structured frameworks for
facilitating navigation
● Conduct competitive analysis to
understand what navigation
schemas work or don’t work
among competitors
● Set benchmarking measures to
establish KPIs against
competitor metrics
#owroadshow#owroadshow
How to prepare for a tree test
1. Select user tasks
2. Prepare sitemap
3. Recruit participants
4. Analyze results
5. Revise sitemap and retest
Tip: Concentrate on common and
critical user tasks to simulate
what it’s really like to look for
something.
Tree Testing
validation • closed
#owroadshow
Take 10 minutes!
http://bit.ly/owla-tree
#owroadshow#owroadshow
Analyzing Treejack results
Other criteria:
● By user group
● By branches
Task success rate
High- and low-success tasks
First clicks
Directness
Task speed
Skipped tasks
Confidence
Outliers
Evil attractors
#owroadshow
http://bit.ly/owla-tree-mindmap
#owroadshow
Discuss!
http://bit.ly/owla-tree-results
#owroadshow
References
● Tree Testing for Websites. https://treetesting.atlassian.net/wiki/
● Donna Spencer. “Card Sorting: A Definitive Guide”
http://boxesandarrows.com/card-sorting-a-definitive-guide/
● Donna Spencer. Card Sorting: Designing Usable Categories
http://rosenfeldmedia.com/books/card-sorting/
#owroadshow
Contact
Chris Chandler
@chrischandler
Grace Lau
@lauggh

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Taxonomy of Spices and Pantries - Optimal Workshop Roadshow