8 tips for teaching library sessions online

We’ll all be teaching infolit online for the foreseeable future (I hope) and it is, as anyone who’s done much of it will tell you, a very different experience to being in a room with people.

I do a lot of training online already for overseas audiences, so I have some familiarity with this. For what it’s worth, here are some tips for retooling your sessions to work in a webinar type environment.

1. Plan your session so your audience switches frequently between listening and doing

   I don’t know how you currently do your workshops, obviously, but if for example you do a 20 minute intro, then give people 20 minutes to do a task or two, then 10 minutes summing up at the end, you may find it worthwhile to rejig this a bit.

   In the online environment where everyone is learning on screen, too much of anything for too long is a barrier to engagement. Long talky bits are really hard to pull off, and long activities don’t often work either. And indeed, long sessions overall - if you had a 2 hour class booked, make it 1.5 hours max for screen-learning.

   In my experience, relatively short bursts of talking interspersed with relatively short bursts of activity works best. So take a big exercise and split it into two; introduce part one, let them try it, introduce part two, let them try that. And so on. Short, sharp chunks. (Can you have sharp chunks? Shards, maybe.)

2. Mute participants (apart from specific times for questions)

   I always, always have participants muted as they enter the online space. If everyone’s mic is live, it quickly becomes a cacophony of noise that makes it impossible for anyone to really concentrate. (Honestly just one person having a chat with someone in the same room is enough to derail things.)

   I encourage questions at any time via the Chat (more on which below) rather than audio - however sometimes it can be beneficial for people to ask questions out loud rather than type them. If you want to do that, have a clearly designated time in the session when this will be possible, and signpost it ahead of time. “On 30 minutes we’ll pause, and anyone who wants to unmute and ask a question can do so then.” Then the conversation happens, everyone mutes again and you carry on from there.

   If you do this it’s important to wear headphones, otherwise the audience’s questions come out of your PC speakers, into your mic, and back out of the speakers again - this causes all sorts of problems and is definitely best avoided…

3. Consider using your webcam for the intro, then turning it off

   Assuming you have a webcam and video is an option, there’s a balance to be struck there too. Webcam-on for the whole session is, in my experience, not conducive to good teaching. You instinctively present to the camera, and this means you’re worrying about that side of things rather than your slides and the Chat. Especially if you’ve not done too much online teaching before, I’d keep things as simple as possible because there are so many more things to juggle than in an online session. You can choose to not use the webcam at all (that’s fine!), or use it for the intro and then say ‘now we’re moving into the session and using the slides, I’m going to turn off the webcam so you can see my screen better’.

   This is because part of each slide is blocked by your own face with the webcam. I have done a workshop where for specific reasons the whole thing was camera-on, and I found it useful to work out exactly how big the camera-window would be and create a Shape in PowerPoint that was the exact dimensions. I then put this on every slide and made sure no content was going in that part, so nothing would be obscured by the window later (which I positioned over the Shape).
   

4. The Chat function is absolutely key

   If you’re using webinar software then Chat will be a way your audience can ask you, and each other, questions. Confusingly there is also a Questions function in things like GoTo Meeting - and it’s really important to shepherd people toward Chat rather than Questions. Questions are only seen by you, but Chat is seen by all participants. Obviously if someone had a sensitive query, the DM-style Question is the way to go - but for everything else, you want to encourage active participation as much as possible. Often the difference between good online training and great online training is the Chat - the more people talk to each other and to you, the more than barriers of it being online fade away and the more useful the session becomes.

   Whether you’re using Hangouts style software or webinar software or Google Q&A, it goes without saying you need to keep the Chat where you can see it at all times. You can have particular periods of the session when you dip into it and respond to what has been asked, but seeing the questions as they come in is vital for engaging the audience. Obviously if you have a second screen this helps a lot, but if you don’t have that option it’s still worth making sure the Chat is visible to you always.

   I tell people about it at the start, and I remind them about two minutes later - I tell them about it again and again because sometimes people need encouragement to use it, but once they do everyone tends to join in. Teaching is so much richer when you respond to the audience’s specific needs, so it has to be a priority to make sure these needs are expressed…

5. Get used to not speaking

   What separates good online teaching from boring webinars is interactivity. The Chat is key to this as discussed, but so is getting people to DO things and - trust me on this - it feels really, really, weird to give people time to do activities and exercises while you sit there in silence. But it’s better to have a couple of 5 or 10 minute activities where your audience are genuinely given time to try things out and then report back in the Chat.

   I find this really tricky because you become hyper-aware of the dead air. You’re not wandering around checking what people are doing, you can’t see them working or hear them chatting to each other. You feel faintly absurd, sitting there in front of your PC and hoping people are using the time you’ve given them to do the thing you’ve asked them to do. But it’s essential - it stops it being a classic ‘boring webinar’, one-way traffic delivered as a lecture on screen which, even if you’re great at public speaking, is not enough to truly engage most audiences.

   I find the not-speaking part so hard that I set a stop-watch for it every time. If I’ve told the group they have 10 minutes, I’ll start a stop watch and not stop them until 10 minutes is up. If I don’t take this measure, I inevitably get angsty 6 minutes in and then move things on prematurely…

   I always mute my mic for these parts - no one wants to hear the click of your keyboard etc - but check in on the mic a couple of times during the period to say ‘don’t forget if you have any questions or something isn’t working as you’d expect, ask me in the chat’. When people ask a good question I’ll come back on the mic and pick it up with the whole group, just as I would with a face-to-face session.

6. You may wish to stand up…

   Teaching needs energy, and sometimes it’s hard to bring energy when you’re sitting down! If your mic and other equipment allows it and you’re comfortable doing so, standing up to deliver your session just as you would in a seminar room can really help. Without hand gestures and facial expressions it’s already hard to get your point across dynamically, so your delivery counts for a lot.

   Something solo radio DJs apparently do a lot is put something opposite them to stand-in for the audience - a cuddly toy or, in one studio I saw, a Policeman’s helmet - and they talk to THAT. Rather than talking just generally into the ether, addressing something specific (even something faintly ridiculous) will focus your delivery and make it more human. So grab some sort of mascot and stick it above your monitor…

7. If you can do online teaching in pairs, take that option

   Managing an online session is quite stressful - if anyone has technical problems you really can’t help them and teach at the same time. So pairing up, with one person teaching and another facilitating, is well worth doing if you can. The Facilitator can be on hand to help participants, both with the logistics of the online session and with the exercises themselves - they can also message the presenter to flag up a Chat question if they miss it. Working as a team in this way allows you to teach better because you’re not splitting your focus. 

8. Good slides matter more than ever

   If you’ve read this blog before you’ll know I think good slides are important. In online teaching they’re even more so, because they’re the only thing your audience can see. It’s not just that they can’t see you; they can’t even see each other. So something inspiring on the screen is really essential - especially if your online session is coming as part of many, many other sessions also online. Death by PowerPoint will not do.

   There’s plenty of guidance on this site about making good presentations. A couple of posts to start with would be the Alternatives to Bullet Points and the Sources of CC0 Images articles: but really anything with the presentations tag is potentially relevant.

   Unbelievably this general guide to slide-making is 6 years old now, but although some of the links to image sources are out of date, and, frankly, I’d make very different font choices nowadays, the basic principles are still important for producing effective presentation materials!

The 4 Most Important PowerPoint RULES for Successful Presentations from Ned Potter

Accessibility and online teaching

I don’t want to position myself as an expert on this but I do have advice on making your slides more accessible (thanks to Rachel fro the prompt!). The main thing is to use PowerPoint and turn on the subtitles function - if you’ve never used this you’ll be amazed at how well it works. PowerPoint provides subtitles of everything you say, as you say it. You can find the Settings for this in the Slideshow part of the menu:

Otherwise all the normal rules apply.

• Good contrast between font colour and background. It’s important to have plenty of contrast, for example black text on white background, so the text is easy to read. Purple on black for example doesn’t work. Related to this, don’t put text over a busy background.

• Minimum font size of 24. Anything less than 24 risks being hard to read on a small screen; if you need the font smaller than 24 there’s probably too much information for one slide.

• Use sans-serif fonts. Sans-serif fonts such as Calibri and Arial are better than Serif fonts such as Times New Roman or decorative / script fonts.

• Don’t use colour as the only indicator of key information. You will almost always have at least one colour-blind audience member. It’s important to avoid using colour as the sole way of conveying information. For example, to have something shown in red to say stop doing it and something else in green to say start doing that, is not sufficient. Use the text, or a tick and cross or other non-colour-based-visual indicator, to ensure people understand what you’re telling them.

• Repeat Chat questions back. This is good practice anyway: if someone asks a question in the chat, say it out loud for everyone to hear before answering it.

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There’s lots more aspects of teaching online that others will be able to go into in more depth, but the 8 things above are, to my mind, key as we #PivotToOnline (as they say on twitter…) Good luck everyone!

Any questions, tips, comments, suggestions, advice? I’d love to hear it in the Comments.

Using screencapture software to make next-level PowerPoint presentations

I normally record talks I give at conferences, using my phone in my jacket pocket. I have a strict 'no critiquing myself during the talk itself' rule, so the recording allows me to listen back afterwards and pick up on things that I'd want to do differently next time, or things that worked well etc.

In the past I've also put a video up on YouTube, using Camtasia to record me moving the slides along with the audio of my talk at the LIASA conference in Cape Town. I don't think this worked that well because there was simply too many long periods where nothing changed on the screen - in real life that was fine because the audience looks at the speaker, but in a video - a visual medium after all - it just feels a little inert and uninteresting.

So for a recent talk I decided to try and make a version of the slides that would work as a proper video. I spoke at the CILIP PPRG Conference in January (more on that in a previous post) about our UoYTips marketing campaign - York won a Bronze Marketing Award which I was picking up at the event. I delivered the slides and recorded the talk in the usual way, but then set about creating a new version of the slides that had much more going on visually. The actual slides are here, if you're interested, and here is how they evolved for the video I came up with:

Now I've done this, I'm wondering why I can't just do more visually exciting slides anyway? This doesn't have to be just for YouTube. I've always wanted to use video in presentations more, and it's surprisingly easy to do as it turns out.

The tools

To make the video above I used three bits of software. PowerPoint, obviously, for the slides. Audacity to edit and play the audio (this is free). And Screencastomatic for both the screen-capture videos within the slides, and the overall screen-capture of slides plus audio you can view above. Screencastomatic is a great tool, which I found much easier to use than Camtasia. It's quick and intuitive. It can be used for free, but in order to record videos of more than 15 minutes, and record PC audio, you need the pro subscription - this costs 12 quid year which is pretty great value, I reckon.

Here's what the Screencast-o-matic interface looks like:

It's very easy to redraw the box around the exact part of the screen (or all the screen) that you want to record. You can pause and restart. You can also record PC audio as you go, or narrate into a mic. As you can see it gives you the option of recording from webcam at the same time if you wish, which happens in a smallish box at the top right of the screen.

It's really easy to use.

The techniques

In the video above there are a number of techniques (perhaps that's too grand a word!) employed to suit different types of information.

• Actual video recorded on my phone. (This happens about 25 seconds in.) I recorded a video in the usual way, emailed it to myself, and went to Insert Video in PPT. You can make it full screen, or you can overlay the branding / visual identity from your PPT over the top. I think this is crucial to how easy this is to do - the video can effectively be the background of the slide, just like an image can. You then overlay it with text, shapes, images etc as normal.

• Screencasting Google Earth. I really like this one, which happens here. How to have something dynamic on screen while I talk about the University of York? Type it into Google Earth then press record on the screencasting software, and return on Google Earth. It zooms all the way in and then, delightfully, spins round the building you've chosen for a bit. I'm going to use this in library induction sessions in the future, for sure.

• Using gifs. There's a couple of examples of this, but here's the most interesting one. It starts off as a regular full-screen image, and then I used animation to first of all drop the text on top of the image at the appropriate time, and secondly to trigger the gif video beginning (having downloaded the gif from a gif site, and saved it as a video).

• Regular PowerPoint animations and transitions. There's a few moments where things are added onto the screen one-by-one as I mention them, and there's this very long fade transition between two slides

• Videos of websites instead of screengrabs of websites. There's an example here, and another example here. In the talk I just showed a screenshot of the thing I was talking about, but here it's a 15 second video of the site being used, which is much more interesting. I'm definitely going to reuse this technique.

The drawbacks

Really the only two drawbacks are that it takes time, and it takes space.

Of course, recording a clip on a website in use takes more time than just a screenshot, but it becomes surprisingly quick. Perhaps a minute to set-up, record and save / export 20 seconds' worth of screen-capture, so not too bad at all.

In terms of space - the videos are MP4 files and pleasingly small. Most brief captures were under 1 meg. The 22 second-long Google Earth zoom right at the start of the video was 12 meg. The overall final file - a 20 minute video capturing the whole thing, was 99MB. Video files are so huge, I think this is pretty reasonable.

So, I'd recommend giving this a try. And if you create a presentation with video and upload it anywhere (or you've already done this in the past) leave me a link in the comments...

A short post on preparing short presentations (for short time-slots)

@ned_potter Hoping you have blogged about Powerpoint prep for very short presentations...15min conference plenary? Any tips? 🙏

— Jo Dillon (@JoRDillon) September 25, 2017

This is a good question, something I've answered a lot in workshops but never blogged about. So here's what I think is really important about prepping short talks with PowerPoint presentations:

1. Create the number of slides you think you need, then get rid of a couple! The time just rushes past in short presentations, so when it comes to your PPT (or whatever else you're using) you almost always need less than you think. Five slides for a 15 minute presentation may often be enough.
2. Simplicity is never more important. Simple slides are better anwyay (image-rich, a little text as possible, no bullets) but are especially vital when you only have a very short window in which to convey your information. The messages need to stick, so make them easy to understand and support them with relevant images.
3. Signpost to more detailed information. Have a blog-post already published which goes into more detail than your 15 minutes will allow, and use a customised bit.ly URL to share the post in an easy-to-remember link at the end of your talk.
4. Structure is still important. Audiences find structured presentations easier to remember and understand, even for very short talks. So try to have a beginning, a middle, and an end clearly signalled (both in what you're saying and in your slides)
5. Consider doing a 20:20. A 20:20 (also known as Pecha Kucha) technique involves having 20 slides, each of which automatically moves on after 20 seconds. These are acually really fun to do (the trick is to keep talking rather than stopping to wait for the slides to catch up) and force a real discipline in terms of the economy of your delivery. A 20:20 takes just under 7 minutes and it's amazing how much you can cover in that time if you practice. (I know point 5 directly contradicts point 1, but the approach is SO different with Pecha Kucha it's a whole different ball-game...) 

(updated) Training up North! Presentation Skills workshop coming up

UPDATED 1st OCTOBER:

I now have confirmation of the location and details on the October 16th workshop. I've deleted all the stuff about the York workshops in the post below, as those dates are now past.

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Oct 16: Presentation skills workshop, Liverpool

This is the full-day Making Your Message Stick workshop, which I've just revamped, for CILIPNW. It'll take place at the Library at the University of Liverpool. All the details, including how to book, are on the CILIP website - in essence we'll be covering how to make a very effective presentation indeed (which, as it happens, will also look really nice!).

There are also two free student places available, with a deadline of October 5th for application - if you're currently enrolled on a LIS course, click here to see how to apply.

Some feedback from the two most recent Presentation Skills workshops I've run, for CILIP NE and the Bodleian:

““Tips and tricks about perfect presentations - it was fantastic! Very informative, very attractive content of the course. I’d recommend it to anyone.”

”The trainer’s knowledge and approach to the presentation were outstanding. We received numerous references for further learning and finding resources, which is greatly appreciated.”

”It was excellent. It is a particularly difficult topic to present on, as the audience is looking to see excellent presentation skills in action. The trainer succeeded in demonstrating presentation skills as well as talking about them.”

”It was just perfect.”

”Ned is very engaging and was able to get across his enthusiasm and expereince of presenting at a high standard.”

”The trainer gave lots of useful tips and could draw on own experience in libraries to illustrate points; there as a good balence between written and spoken input and time to practice new ideas.”

”The course was really fantastic, I came away with lots of practical ideas and feeling enthusiastic about sharing them with my team.”

”The best training I have ever been on.”

“I found the day very useful - a very practical session with time for hands-on practice and a lot of good advice given. I have heard a lot of about Ned’s presentation expertise. He was great!”

”Really useful and informative. Good to have practical sessions as well as demos.”

”Ned was fantastic, and there was a great balance of practical exercises, and presentation of examples and tips.””

— Bodleian Libraries 2015, and CILIP NE 2015

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You can see all of the upcoming workshops on my Upcoming Events page. Hope to see you at one of them!

#UXLibs 3 | The Art of the Keynote: Donna Lanclos and Paul-Jervis Heath

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After yesterday's post about Matthew Reidsma's Keynote on Day 3 of the User Experience in Libraries Conference, here's an account of Donna and Paul's keynotes from Days 1 and 2 respectively.

Donna Lanclos | Once Upon a Time: a story about ethnography and possibility in libraries

Donna is completely passionate about what she does, it's infectious, and she's a very powerful communicator. There were times listening to this when I felt like I was hearing a better informed and more articulate version of my own interior monologue about certain things I get frustrated about... I agreed the heck out of it.

But it challenged me too, which is part of the art of the keynote. Contrast is what makes a presentation engaging. We like the feeling of hearing what we know and agree with, and are made uncomfortable by hearing things which challenge us or that we don't agree with. This push and pull is what moves a great presentation forward. Too much of one and not enough of the other diminishes the potential impact of a presentation. If Donna had just come out and said a bunch of stuff I already knew and agreed with, I would have enjoyed it a lot but it wouldn't have stayed with me. A keynote must, on some level, provoke (but not for provocation's sake).

One of the particular things I was aware of Donna doing and aware that I don't do enough (or basically at all) is allowing us the audience to connect up the dots for ourselves, so we were learning rather than just being told. The use of stories, analogies, and flat-out asking questions, helped us to provide our own answers, which is much more powerful and long-lasting than just hearing people say the answer off the bat.

She also used something I mention in presentation skills sessions but have never done myself - The Black Screen! The idea of this is it focuses the attention on the speaker by, in contrasts to the normal picture-heavy slides around it, being completely blank. It's a device which says, okay, let's have a serious conversation now, for which I want your full attention. One person didn't understand this and actually called out 'Can we have the slides back please!' and when Donna said 'what?' they changed it to 'Is there anything on the slides..?' Donna said 'no'. She then stopped the poor guy feeling too awkward by saying 'you talkin' to me?' in mock indignance / aggression, which made the moment pass less painfully and more humorously than it might have done...

There were a few really key themes that emerged for me.

• Simply asking people what they think, and what they want, is a pretty unreliable process. This has always troubled me. We KNOW it doesn't work (people often don't know what they want, and they often simply take the path of least resistance through surveys and focus groups) yet we do it anyway and base decisions and even policies off the back of it. This method of gathering feedback is not enough on its own. We need find out what our users understand, rather than what they say they want. 

• So ask open ended questions. As soon as you say 'what resources do you use when you're writing your essay?' you're limiting what you can learn from the interaction. It's like asking someone to take you to a destination and then putting them on rails which only go one way. Ask them 'what does it look like when you write an essay? Talk me through the whole thing'. Then you learn where the library fits in with a larger process or life-cycle. You learn what the true user experience is. You (in a totally non-creepy way!) follow the user home.

• Ethnography is messy and uncertain. You need institutional support for that uncertainty. You need to try things out, try and provide a better experience but it's ITERATIVE. Don't wait for all the answers, just go for it. Fail. Then do it again, more effectively.

• If we have to show people how to use the resources - in Donna's words, spend time telling people how to click a link on our websites - then we're doing it all wrong. The User Experience has failed. I am painfully aware of how much time I spend doing this, in one form or another. I once made a VIDEO about how to use the catalogue. Aaaargh.

• Donna asked us to 'dispense with the idea that all important things in education are measurable'. I don't think, sadly, we can do this and still be as accountable for our impact as we need to be in this day and age. My hope is that if we ethnographise the heck out of everything, we will actually, possibly for the first time, truly understand the student experience, our role in it, and how to make it better. As a result of what we do about it, all the countable measures (like the NSS scores and the LibQual Surveys etc) will go up anyhow. At the moment I feel like I spend a lot of time trying very specifically to address certain issues which will mean the things we measure are more favourably assessed. That's all wrong. The tail is wagging the dog. The results of the stuff we count should make our superiors happy as a BY-PRODUCT of us truly understanding our users.

• You need to know enough to ask good questions, but be happy to admit you don't know much more than that. It's really the opposite of 'We're thinking of introducing X, Y and Z. Which would you prefer?'

Donna asks a lot of us. I hope we can take what we learned from her and start to deliver.

Paul-Jervis Heath | Transforming insights into services

I really, really enjoyed Paul's talk because it took something which I was aware of but which was ambiguous to me, and broke it down into smaller concepts I could understand. We all know roughly what 'design' is, but what are the structures that facilitate its success? Paul told us, so now we know.

So here are the rules of design, as I took them from Paul's talk:

• Brainstorming is but one method of generating ideas, and not a particularly good one at that. In fact, people working alone come with twice as many ideas as groups doing brainstorming!

• Using a 'yes and' method to build on group ideas - making things better rather than shooting them down - is the way to work together. 20% more ideas are generated when people constructively critique and discuss ideas

• You need both divergent and convergent thinking. It's a process of widening out the scope of ideas, then focusing in on where the common ground lies and developing something from there

• Implement by making. There's no eureka moment, so don't sit around waiting for inspiration to strike. Go out there and DO stuff

• You can get fixated too early on one idea, and if you put all your energies into pursuing it, you might be missing out on better ideas that never get a chance to come to fruition

• People's goals are key. Mostly they will stay the same, even if the tasks they need to complete to accomplish them change

• Students have a triangle between spaces they habitually use. Anything outside that triangle feels inconvenient and far away, even if technically it isn't...

• If you can't draw your idea, it's not worth having (I personally didn't buy in to this one, but the rest I found really useful)

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Header pic by Jamie Tilley. See the original on jtilleyphotographic on Flickr, here.