Screencasting

CHECKLIST: check Search for existing content on your topic. Do you need to create, or can you curate? check Identify the potential impact of your project. Why are you doing it? Who will it benefit, and how? What will it change? check Define your objectives. What will people learn? check Develop an assessment plan. How will you know if you achieved your goals? check Gather your equipment. (See the What Do I Need? section for a list of equipment.) check Create a test file to practice using your recording devices and editing software, and to try out your camera, lighting, and audio quality. check Finalize your format, budget and timeline. Refer to UBC Studios: Production Basics for UBC Media Makers for tips on all technical aspects of planning through post production.

Curate or create? Does a resources similar to what you're envisioning already exist? You can check Creative Commons licensed sources and resources in the Public Domain to start with.

If there are appropriately-licensed images, videos, or other works you want to use, ask yourself if you can build some context around them specific to your goals. Building context or activities around already-existing resources is faster and cheaper than creating something new. Here's an example of curated content, which took the form of adding discussion questions, a self-assessment segment, some links, and more to a YouTube video describing MOOCs.

Objectives. Identifying broad goals can help you define what your students should learn and understand, while the objectives provide specific and measurable outcomes (Gagne, Wager, Golas & Keller, 2005 in Frey and Sutton, 2010).

• What do you want your audience to learn while watching your screencast?
• Which approach is best-suited to support that learning: going through solutions to problems? Reviewing previous slide sets? Something else entirely?
  • What features does your project need to have to accomplish your goals? Do you need animations and quizzes, or just video?

Impact. Consider the potential impact your project will have on the learning environment. How will learners use the screencast? Will you need to create guiding questions, things to watch for, or follow up activities so learners can use what they've learned? Think about what activities the screencast could replace (tutorial, lecture) and how you might use that time for other activities to support the learning from the screencast. Additionally, knowing the needs of your learners helps you target the content and approach to them, making it more likely that you'll be producing a useful learning resource.

Assessment. Consider the measures you'll be using to check that your presentation had the desired impact on learning: did test scores or performance in collaborative activities improve? A good instructional design principle is to check for alignment between learning objectives, assessment, and the activities associated with the presentation.

Test. Once you've gathered your equipment and software, experiment with it. Test everything: create a five-second screencast. Edit and publish it to familiarize yourself with the process, and uncover any issues with file format or audio quality before production. Make sure your chosen tools can do what you need them to.

Timeline. Check with colleagues who have made screencasts before to get a sense of how long your project should take. If this is your first time producing a screencast, allow a lot more time than you think you need.

TIPS: Consider the aim of the screencast and limit to what's possible in a 3-5 minute time frame. Consider what your viewers will need in order to obtain the message or story the video is sending. Plan out the timeframe for scripting, recording/shooting, and editing, and add an additional 20% to account for unexpected delays or issues. Refer to UBC Studios: Production Basics for UBC Media Makers for some helpful tips related to all technical aspects of DIY media production from planning through post production. A good rule of thumb is "...for every minute of a completed project, several minutes will be required for production. These times include all relevant tasks from planning to publishing and assume familiarity with the necessary software" (from Penn State's Instructor's Guide to Media Activities.

CHECKLIST: check Chunk your content into 3-6 minute segments. check Review principles for learning, instruction, and multimedia development. check Create a script. check Coordinate with everyone involved in your production.

Finish planning. Every minute you spend planning your project is worth two or three minutes of designing, recording, and editing. Before you do anything else, download and fill out this worksheet. Try to be as detailed as possible: it'll make life easier later on.

Chunk content. One of the most important features in the planning worksheet is the 'Generate Concepts' section. This will help you break your content down into easily digestible sections, a technique also known as chunking content, which involves breaking large themes down into manageable chunks or concepts. If you intend to cover 4 concepts in a 20 minute screencast, breaking it into four five-minute chunks makes it likelier that the material will be watched and effectively absorbed. Recent research indicates that the optimal length for student engagement is 6 minutes or less. (Guo, 2013).

Review principles. UBC's Design Principles for Multimedia provides an overview and basic framework for considering evidence based principles when designing multimedia for learning.

For more depth, have a look at Carnegie-Mellon's principles for learning, Merrill's first principles of instruction, Gagne's 9 events of instruction and Mayer's principles for multimedia development: they're all useful resources for helping you think about how to approach your screencast as a learning resource.

Storyboarding. After you've selected one chunk to start with, you can fill out this storyboarding worksheet. You can fill this out however you want to: for more traditional video projects, storyboards usually include sketches of each scene with notes attached, but you can feel free to use text, draft your script, draw each slide, sketch diagrams you might use, or some combination of those and other techniques.

• Storyboard template (from UBC Studios) along with their full guide to the technical aspects of DIY media production: Production Basics: UBC Media Makers.
• Storyboarding tips and examples: an excellent resource from Penn State.
• For 'explainer' videos (like the ones produced by Common Craft) check out explainer tips for creating simple storyboards by Common Craft.

Create a script. Writing a script will save you time in the longs run. Include what you want to say and when you want to say it, with respect to what will be on your screen at the time. Once your script is complete, you'll get a sense of the flow of your project and can make decisions about editing more easily.

• Make sure to rehearse your script(s), to avoid unnecessary pauses or verbal stumbles when you're recording.
• Note what will be on the screen when you're speaking. Some people find it useful to include sketches of their screen in the script.
• Time your script to ensure it fits within the 3-6 minute window you should be aiming for.
• Try to write naturally: not only will people learn better (Mayer's 10^th principle) but it'll be easier to read from: encountering the words it is when you'd usually say 'it's is distracting, and can throw you off.
• Review your screencast for extraneous material, and remove it: the occasional anecdote or tangentially related point is fine, but the shorter your video is, the likelier it'll be watched to completion, and staying focused on your topic is important. (Mayer's 1^st principle.)
• For scripting pointers look at scripting for explainer videos by Lee Lefever at Common Craft.

Intro and ending. If you do some preview and review at the beginning and end of your screencast, people watching it will retain what they've learned much better. Include a title and/or overview slide. Use the time your title card is on the screen to provide some general information about the screencast, and preview what will be covered. (Mayer's 7^th principle). Do something similar at the end.

TIPS: Try to keep to three minutes per concept with a total video length of not longer than six minutes. Planning will save time later. Take time to prepare your storyboard and script. Keep things simple and remember your objectives. Shorter productions take less time to plan, record, and edit, and are easier for students to digest. Write how you speak. Don't try to force yourself to speak differently when you're recording: you'll make more mistakes and sound less natural.

CHECKLIST: check Obtain signed consent forms from anyone you record. check Gather your equipment. check Set up lighting and test your recording environment for sound. check If you're going to interview, consider a pre-interview. check Record your video. check Source additional content to edit in (B-roll footage). check Familiarize yourself with copyright resources and guidelines. check Refer to UBC Studios Production Basics: UBC Media Makers

Obtain consent forms. Have a look at the copyright section of the toolkit for a consent form you can use. If anyone other than you is featured in your screencast, they need to sign a form!

Set up and test your recording environment. Managing a microphone, script, and computer at the same time is harder than it sounds. Talking, using the mouse, and reading from a script at the same time requires that you split your attention. You'll get the best presentation if you set everything up so it's easy to use.

• [Prepare your computer and environment]: make sure your computer desktop is clear, and that you've closed any unrelated programs. Disable notifications: you don't want a popup letting you know you have a new email appearing in the middle of your screencast. If you record a lot of screencasts, think about keeping an alternate account on your computer which has notifications completely disabled.
• Put your script somewhere you can easily read from it.
  • Don't worry about making noise when you're turning pages, if you have more than one: stop speaking when you turn the page, and keep going once you're settled again. You can remove the noise the paper makes when you're editing.
• Position your microphone so it picks your voice up well. If you don't have a stand, make one or consider investing: a moving microphone doesn't capture audio as well as a stationary one. Record some test clips, and make sure your pop filter is close to your microphone.
• Make sure you can use your mouse, pen, or keyboard easily: sit within reach of everything you need.
• Make sure you won't be interrupted. Put a sign on your door, or move somewhere you won't be disturbed.
• Try to eliminate background noises. Record somewhere quiet, turn off other electronics, and close your door. To improve audio quality, try to record in a room which has soft furniture: bare, hard walls can give your voice a tinny quality.

The quality of your audio factors greatly into the perception of your video: a small increase in audio quality is equivalent to a much larger increase in the video quality.

• Speak slowly and clearly. Record a trial run, and play it back to yourself: you might be surprised by how quickly you're talking.
• Reduce echoes by recording in a room with soft surfaces, such as your living room. Reduce or eliminate electrical sounds such as computer fans and other appliances.
  • It might look a bit silly, but making a fort out of couch cushions and recording your audio inside of it will mimic the effect of the padding used in recording studios, and improve the quality of your audio.
• Avoid rooms with echoes or fans: even imperceptible fan sounds may be picked up by an external mic.
• Use a noise-reducing microphone, buy or build a pop filter, and keep the mic close to your mouth.

Start recording your screencast.

• Test your software and equipment. The first time you record a screencast, record a five-second clip and make sure everything works. This includes checking audio and video quality, making sure you can edit the files, and exporting the files to a video. This will help you catch any problems with your computer, recording environment, or software before you've invested hours of work.
• Record in small chunks so that you can edit them more easily later. There's nothing wrong with recording a few minutes at a time.
• Try to record all your audio in one sitting: if you have to take down your equipment and set it up again, the audio will sound different, and an unexplained shift in how you sound will be distracting for anyone watching your screencast.
• If you feel like you're going too quickly, or something else is going wrong, just stop talking. Take a moment or two to collect your thoughts, and start again. You can easily remove sections you don't want when editing.
• If you have to turn the page on your script, stop talking, and then change the page. That way, you can edit out the noise of flipping paper without removing anything you're saying
• Stick to your script. If you have a great idea that you want to include, stop the recording, and update your script. This will let you be more consistent, prevent you from stumbling over your words, keep you from forgetting anything, and help you stay on track and on time.

TIPS: Add media to enhance interest. Additional media in a video production is referred to a B-roll content, and encompasses still images, video clips, and diagrams. Content licensed for re-use or in the public domain is excellent for this purpose. Focus on audio quality. High-quality audio is the most effective way to make your production seem professional. When recording, start with the end in mind. Try not to lose sight of your goal or stray too far from your original intention. Rehearse your script and try to record in small parts. It'll be easier to edit together later.

CHECKLIST: check Ensure your audio is clear and balanced throughout your presentations. check Check that you move through material at a steady pace. check Ensure all graphics, sounds, and effects are necessary. check Remove any extraneous information. check Review against design principles for effective multimedia for learning. check Get feedback on a rough cut of your media from learners.

When editing, try to remove anything which isn't necessary: the shorter your video, the likelier it will be watched and effectively absorbed. Ask yourself if you can remove content and still communicate your point. If you can't cut anything, but feel like your video is too long, consider splitting it into multiple parts.

If you chunked your content, stuck to your script, and followed the advice in the recording section, the only problems you encounter while you're editing should be specific to the software you're using. Have a look at the Camtasia toolkit and post-production tools section of this toolkit for advice regarding specific pieces of editing software.

• Edit out any errors from your recording. Make sure to cut both the audio and video so that the syncing remains valid.
• Use text boxes (containing something not mentioned in audio, or a little tip or trick) sparingly. If you have audio, too much text will distract viewers. Frames and arrows are preferable when you need to draw attention.
• Consider adding subtitles to allow the audience to fast forward to the points of emphasis, and can be useful for ESL audiences.
• Consider adding a soundtrack to reduce awkward silence and disguise any unwanted background noise from your voice recording. You can find Creative Commons licensed music online using sites like Free Music Archive, Jamendo, or Incompetech.

Including a title slide with a brief overview of the material you plan on covering can help set a learner's expectations. Branded title slides are available from UBC. Click here for more information.

TIPS: Don't use too many transitions. This goes double for anything flashy or distracting. Use the 'remove noise' filter in your editing software to take out background noise. Pick one piece of editing software and stick to it as much as possible. It'll make your life a lot easier. Learn the basics of colour correction. Lighting, sunlight, and your choice of colour can make your media production look green, red, or blue, depending. Ensure you're using a suitable device to edit. Check that you have enough hard drive space to store your production, and enough processing power to render it. Make sure that what's on your screen relates to what you're saying.

CHECKLIST: check Consider reach. If you want a wide audience, choose an open hosting environment, like YouTube. check Consider privacy. If you need a certain amount of project around your content, choose a locally-hosted option, like Kaltura.

• If you don't require privacy or security settings for your video, YouTube is probably your best bet. YouTube enables you to share your video with the world, reach a wide audience, and students don't need an account to view it. Set up your own YouTube account, or use UBC's account with this documentation.
• If you do require security or privacy settings, consider using Kaltura, a UBC-hosted service. Kaltura offers options for learning activities that require students to record, upload and share video content through Connect. Compared to YouTube, Kaltura offers more granular control over content and contributors. Here are two pages, detailing how to upload your video to Kaltura and how to share videos.
• Post other resources: in addition to providing learners with your screencast, consider giving your viewers access to any other resources you used when creating your screencast.
• After you've finished your project let us know! Get in touch with the CTLT to have your media added to the list of examples, and to join the DIY community!

TIPS: Review your final product with colleagues and double-check that your video is delivering the message or story you want it to. See audience feedback about the resources you produce, and use it to evaluate and improve your project.