Screencasting tips

Yesterday’s screencast turned out to be a nice example of how the screencasting medium can communicate what otherwise cannot be explained easily, if at all. Here’s the kind of reaction you hope a screencast will elicit:

I checked out the Photo Gallery earlier, but didn’t see the added value. Now I do.

It’s hard to quantify the impact of a timely and well-produced screencast, but my gut tells me that Simon Willison’s outstanding effort, How to use OpenID, has more than a little to do with the momentum now building around OpenID.

I’ve written before about how to make screencasts that communicate effectively, and I’ll be updating those observations from time to time because it’s an evolving story.

One of my goals is to help folks inside Microsoft use this medium more effectively. Another is to help everyone else do so, because there’s a major obstacle in the way of my vision of the future of software and networks: Much of the value and capability of this stuff is unappreciated by most people.

In trying to understand why, I’ve settled on what I call the “ape with a termite stick” argument. If you’ve heard it before, skip ahead. If not, it goes like this. People learn to use tools by watching how other people use them, and imitating what they see. Observation is the key. Suppose apes had language, and the discoverer of the termite stick could explain to the tribe:

“So, you find a stick about yea long, and strip off the bark so it’s sticky, and poke it into the hole, and presto, it comes up bristling with yummy ants.”

Some of the other apes might get it, but most of them wouldn’t. On the other hand, any ape who could observe this technique would get it immediately, and never forget it.

Given all the network connectivity that we have nowadays, it’s perhaps surprising — but nevertheless true — that we have few opportunities to directly observe how other people, who are proficient users of software tools, do what they do. Screencasts are the best way I’ve found to make such tool use observable, and thus learnable.

Enough theory. When you get down to brass tacks and try to capture those “aha” moments, it’s easier said than done for a bunch of reasons. In the case of this particular screencast, I just want to point out three things.

Focus.

I always ask presenters to size the application window (or windows) to something like 800 by 600. That’s partly to minimize the quantity of video that has to be delivered, which continues to matter because broadband isn’t yet where it needs to be. But equally, it’s a way to focus on the real action. In the case of the Photo Gallery screencast, for example, I cropped away the window chrome because nothing was going on there. It’s a subtle and subliminal thing but, when you eliminate the uninteresting and uninformative, the interesting and informative aspects of what remains will emerge more clearly.

With some screencasting tools, including the one I mostly use, Camtasia, it’s also possible to also pan and zoom in order to focus even more precisely. I haven’t used that feature, yet, because I’m usually pressed for time and the basic kinds of editing that I do are already time-consuming. But I do want to add this technique to my repertoire, and use it in selective and appropriate ways.

Editing is crucial. The raw capture for yesterday’s screencast was 30 minutes. It included some false starts, some extraneous material, and a fair bit of verbal stuttering on the part of both Scott and myself. When we finished the capture, I wasn’t sure we even had anything that would be usable. But as I trimmed away the clutter, a reasonably clear storyline emerged.

Even the 14-minute version will, of course, be too long for many people. One solution would be to divide the material into chapters. But since none of those would work well standalone, a better solution might be to make an elevator-pitch version that tells the same story in just 3 to 5 minutes. I’d want that version to complement the 14-minute version, though, not replace it.

Interactivity.

Almost all the screencasts that I’ve seen, and many that I’ve made, are solo efforts. But I also love to do interview-style screencasts, and the Photo Gallery screencast is an example of that genre. When it works well, as I think it did in this case, the interaction between the interviewer and the presenter can help the presenter — who in some ways knows the subject too well — recognize what’s not obvious to viewers and adapt accordingly.

As an aside, I should mention that although we made this screencast remotely — Scott was in Redmond and I was in my home office in New Hampshire — we used a technique that was new for me. Normally I record screens projected to my computer using a screensharing application. In this case, because of all the images in the presentation, that didn’t work well. The projection couldn’t keep up. So I had Scott record his screen on his end, while I recorded the audio on my end. It worked great. I was able to follow the visual action well enough on my end, Scott captured a high-quality video which he later posted for me to download, and it was straightforward for me to marry up his video track with my audio track.

Show, don’t tell.

The “aha” moment, if there is one, speaks for itself. When the ape can see that termite stick bristling with ants, there is no need for someone to say: “This is a really cool benefit.” It’s just obvious.

In our session, Scott was actually quite restrained. But there were a few places where he made editorial comments like “this is really convenient” or “this is a great benefit”. I took them out. If I could give only one piece of advice to technical marketers everywhere, it would be this: Show me, don’t tell me.

29 thoughts on “Screencasting tips

  1. Eric

    I applaud your efforts to bring screencasting to the forefront of knowledge sharing practice. I agree with you that if a picture speaks 1000 words, a video speaks 100,000. It was your screencasts that prompted me to start doing them myself, but I have a long way to go to be as effective.
    I wonder if you’d be interested in taking on a small screencast project and use it as an example/study in what makes the difference between a good screencast, one where the “Aha!” moment is clear and compelling, and an ordinary one that just eats up bandwidth without good payoff. I ask because I have a small need for explaining a somewhat new UI and have had several false-starts at screencasting it. I think it is a small enough context that it would make an excellent example for your readers.

    Reply
    1. Sharique Khan

      Hi Eric,

      Fantastic, no doubt that the article has created many of the doubts, but I still doubt how to hire a screencasting affiliate for my product BeStylish.com and above all how much is screencasting effective in India.

      Please drop me an email at sharique.k at the rate tyroo. com

      Reply
  2. Jon Udell Post author

    “Monkeys don’t put sticks in termite mounds, chimpanzees do.”

    I stand corrected! Thanks. Actually I think in the past I’ve said chimpanzee or ape, but suffered from a category slip in this case.

    It’s interesting now that you mention it. We have the expression “monkey see monkey do”. But we say “to ape someone’s behavior”. So although we apply the same metaphor to various descendents of the Haplorrhino suborder (http://en.wikipedia.org/wiki/Haplorrhini), the termite-stick behavior is a chimp thing as you say.

    Reply
  3. mariano

    i was wondering… is there a way to do screencasting on a mobile phone?
    I mean, there is a lot of new application that “deserve” to be on a screencast…

    Reply
  4. Jon Udell Post author

    “I was wondering… is there a way to do screencasting on a mobile phone?
    I mean, there is a lot of new application that “deserve” to be on a screencast…”

    That’s a great question. Never tried. It’ll depend entirely on the phone and its OS, I suppose. Though come to think of it, I wonder if the most universal approach wouldn’t simply be to do a regular screen-video capture of the emulator that was used to test the mobile app on a regular computer.

    Reply
  5. Morgan

    I’m teaching an introductory programming class for non-computer-science majors this semester. We’re using Visual Basic.Net as the programming language, and Visual Studio 2005 as the programming environment. My screencasts are here:

    http://isat252.isat.jmu.edu/videos/

    So far, I think the biggest “A ha!” I’ve gotten was when I showed students how to create an email filter to forward emails from me, their professor, to their cell phones so they would always be sure to get them.

    For those who don’t know, introductory programming courses at most universities have a notoriously high failure rate. The “chimp with a termite stick” pattern illustrates the problem beautifully. Programming is a process, and screencasts illustrate processes. Textbooks and PowerPoint slides are good for explaining syntax and grammar, but they can’t help novice programmers get unstuck.

    I too feel like my screencasting technique is improving but it takes A LOT of practice.

    Great post!

    Reply
  6. Pingback: Ymerce » Blog Archive » Screencasts en apen

  7. Pingback: Yme’s Thoughts » Blog Archive » Screencasts and apes

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  9. Mike Schinkel

    On a similar note to your “Show, Don’t Tell”, back when I was running VBxtras/Xtras.Net, vendors were always sending us descriptions of products that included lots of embellishments (i.e. the ‘leading’ grid, the ‘best looking’ charts, the ‘most feature rich’ report writer, etc.). It was tedious, but we always had to edit those out. We’d tell them not to include such embellishments but I think marketing people, by nature, can’t even realize when they are doing it, it’s so ingrained in their psyche. :)

    Reply
  10. Jon Udell Post author

    “lots of empty <a> tags”

    Grumble. One thing I am not liking much at all about WordPress is that the HTML I put in is not the HTML that comes out.

    In this case I tried to add an internal link, pointing from one place in the item to another, and it didn’t seem to work, so I took it out. The result somehow was that flurry of empty anchors. Weird.

    Reply
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  13. Brian Cantoni

    I would add that another essential element of a great screencast is audio. Screencasts without audio are very difficult to follow. Even if you think your voice sounds funny when you hear it played back, audio is essential.

    Reply
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  23. Steve Sands

    I liked the image of the ape and the stick to help illustrate why screencasting works. I hope to use this in my classroom this fall. Thanks for the informative blog.

    Reply

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