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Reference table

Open vs closed vs hybrid card sorting

Table comparing open, closed and hybrid card sorting by who names the groups, what each is for and when to use it.
Pick the variant from the question you need answered.

A comparison of the three kinds of card sort. In an open sort participants create and name the groups, in a closed sort they use your categories, and in a hybrid sort they can do both. It is for UX researchers and designers planning information architecture research. Use it to choose the variant before you write the cards. Koji can run follow-up interviews on why people grouped things the way they did.

Where this appears

What's in this reference table

Open sortClosed sortHybrid sort
Who names the groupsParticipants create and name themYou set the categoriesYour categories, plus any participants add
Use it toDiscover how users group content and the words they useCheck an existing structure against how users thinkFind where a starting structure breaks down
Best forDesigning information architecture from scratchEvaluating a site structure or a redesignIterating on an existing information architecture

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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

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<a href="https://www.koji.so/visuals/open-vs-closed-vs-hybrid-card-sorting"><img src="https://www.koji.so/visuals/open-vs-closed-vs-hybrid-card-sorting/open-vs-closed-vs-hybrid-card-sorting.png" alt="Table comparing open, closed and hybrid card sorting by who names the groups, what each is for and when to use it." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/open-vs-closed-vs-hybrid-card-sorting">Open vs closed vs hybrid card sorting</a>, Koji</p>