Once we’ve reviewed our tree, tweaked it, and decided that it’s ready for testing, it’s time to copy it from our spreadsheet into a tree-testing tool.

Sanitizing the tree text

Just before we import the tree, it’s prudent to check for certain characters that may foul things up, namely:

• Leading spaces – These often creep in when pasting text from other software. Spreadsheets hide these, but they can cause unintended indenting (or even be pushed down a level) when imported.

• Line breaks – If we dumped a site structure from a CMS, it may have included hard link breaks or carriage returns. Or, we may have added these in the spreadsheet ourselves. Either way, these are sometimes interpreted by the importing tool as 2 separate topics, not a single topic.

Before importing, we remove these offenders using the search/replace function of our spreadsheet app, searching for the leading blank or the line break (we may need to look up the character code for the latter) and replacing it with nothing.

Importing into an online tool

Most online tree-testing tools make it easy to import a tree, either by:

• copying the cells from a spreadsheet into a text box in the tool, or

• importing a file (which may be a text or Word file with indenting, or a spreadsheet file with columns of headings).

In either case, the tool then parses the text into a tree of headings and subheadings.

Open

Checking the imported tree

Regardless of how we import our tree into the tool, we must be sure to check that nothing got lost in translation. In particular, we watch for:

• Delimiters – In addition to the line break mentioned above, there are additional characters used to enclose text, such as quotes, angle brackets, punctuation, etc. Check that these haven’t caused splits in the middle of topic text.

• Special characters – These are usually non-English characters that incorporate various accent marks (e.g. the French é). Most should be fine, but check that they have survived the import without being changed.

Randomizing subtopics

Some tree-testing tools offer the option to randomize the subtopics under a given parent topic.

For example, suppose that part of our tree looked like this:

• FAQs

  • Baseball

  • Basketball

  • Football

  • Rugby

  • Golf

  • Hockey

  • Rowing

If we chose the option to randomize subtopics, then during the tree test, each participant would see these subtopics in a random order:

The purpose of this option is to compensate for participants who tend to choose items near the top of the list without looking at items near the bottom. This tends to happen when the list is long (10 subtopics or more).

However, we should only randomize subtopics like this if both of the following are true:

• Our tree has many sections with long lists of subtopics, and

• We haven’t ordered the subtopics in a particular way (e.g. logically, chronologically, alphabetically, etc.).

These are unlikely criteria for most site structures, so we don’t recommend using the “randomize subtopics” option in most cases.

Next: Chapter 6 - key points