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Just opinion but I have done document management for a while A category is more of a classification like animal, vegetable, mineral. There is a right right answer to classification. A tag is looser and it may change over time. For example Urgent. But is is a structured list (enumeration). But an admin would control the possible tag values. To me ...


Your plan for card sorting looks fine. TO prevent lots of categorize we generally perform mixed card sorting (open and closed), but for this keep some suggestions in mind. 1. Perform open card sorting first with at-least 2-3 user which are potential user or active user of this kind of application. This will benefit you in providing good categories in ...

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