
A concise visual guide to turning user language into groups, labels, and a navigation structure that you can verify with card sorting and tree testing.

| Decision | Question to answer | Failure symptom |
|---|---|---|
| Grouping | Which items should a person expect to find together? | Related items are split across teams, departments, or arbitrary formats. |
| Labeling | What words would the person use for the group or item? | The interface uses internal jargon that makes a familiar task sound unfamiliar. |
| Path | Where does the person begin, and what choices lead to the destination? | The right item exists, but the route requires guessing or backtracking. |
| Sort type | Give participants | Use it when | What you get |
|---|---|---|---|
| Open | Topic cards and room to create and name groups | The structure is still a question | Candidate groupings and user language |
| Closed | Topic cards and existing category buckets | You are checking a proposed structure | Evidence about whether items fit the buckets |
| Mixed | Some existing buckets plus permission to add groups | Part of the structure is stable and part is uncertain | Confirmation of known categories plus possible new ones |

| Signal | Question it answers | What a weak result suggests |
|---|---|---|
| Success rate | Did the participant reach the correct destination? | The destination may be missing, miscategorized, or poorly labeled. 4 |
| Directness | Did the participant choose the correct path without backtracking? | The first-level category or label may invite a competing interpretation. 4 |
| Time | How long did the task take? | The route may contain too many uncertain decisions. 4 |
| Path | Which branches did the participant try? | The wrong turns show where the mental model and the proposed hierarchy diverge. 4 |
| Discipline | Information task | Structural decision | Audit question |
|---|---|---|---|
| Graphic design | Find a message, asset, or version in a dense visual system | Group by the reader's purpose, then keep type and label roles consistent | Can a reader identify the intended entry point before reading every option? |
| UX/UI design | Find a feature, setting, or help path | Organize around user tasks and test the hierarchy with destination tasks | Can a first-time user reach the target from the label they would choose? |
| Ergonomics | Locate the control or instruction needed during a physical task | Group controls by task sequence and make the path legible under real working conditions | Can the person find the next action without scanning unrelated controls? |
| Industrial design | Find setup, use, cleaning, or service information | Separate life-cycle tasks and label the physical or printed route plainly | Can the user locate the relevant state without knowing the manufacturer's vocabulary? |
reset-password with a more technical label such as credential-recovery workflow. 1
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usability.yale.edu
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