How I make screencasts: The whiteboard screencast

In this post, the fifth in a series of posts on how I make screencasts, I’m going to focus on what I call the “whiteboard” screencast. This is a screencast where I am demoing some sort of concept or calculation by writing things down, rather than clicking through a Keynote presentation or typing something on the screen. It’s intended to mimic the live presentation of content on a whiteboard, hence my name for it.

Of course the most well-known examples of “whiteboard” screencasts are the videos at Khan Academy. In the unlikely event you haven’t seen a Khan Academy video before, here’s one:

I do whiteboard screencasts fairly often. I use them sometimes for presenting hand calculations for students to watch and work through before class, and sometimes (probably more frequently) I use them to create additional examples for things I’ve covered in class. This is a really powerful use of screencasts — students often want more examples than there is time for in a class meeting, and whiteboard screencasts give me a way to give students as many examples as they can dream up.

The basic principles of whiteboard screencasts are the same as for other screencasts. You first have to engage in basic planning, which involves defining a tight and coherent scope for your screencast and writing out a script. For whiteboard screencasting, which is more free-form than lecture capture using Keynote or PowerPoint, the scripting process has to be a little more rigorous. Because it’s easy for me to get carried away when talking about something that matters to me, I find it very helpful to work out in advance everything that I am going to do in the screencast, in the order and position on the screen that I intend to do it. I don’t always read words from a script, but in order to make the screencast logical and coherent, I do storyboard what I am going to do and practice with the drawings, erasures, and such. Very little of what I do in a whiteboard screencast is ad-libbed. (If I were better at ad-libbing, that might be different.)

So I will start a whiteboard screencast with something like a mind-map of the topic or topics I intend to address and one, maybe two, examples of that topic. Additional topics go into additional screencasts. I work those examples all the way through to ensure that there are no math or other mistakes and that I don’t get stuck in one of my own calculations. If you think about it, this is just the same kind of planning that goes into a successful whiteboard lecture, so this process is not entirely alien to instructors.

Once the screencast is properly planned, it’s time to put it together. This is where it gets technically somewhat complicated. But a lot of people ask me about the tools I use to make whiteboard screencasts, so hopefully this will be worth it. I use four main tools for doing whiteboard screencasts:

• Keynote; I’ll explain in a minute.
• Camtasia, which we saw in the last post in this series.
• FlySketch, a software app from Flying Meat (they also make the popular personal wiki software VoodooPad). FlySketch puts a transparent overlay on top of any existing objects on your computer screen and allows you to draw freehand, draw geometric shapes, or type text on the overlay. See the link for screenshots and a more detailed description.
• A Wacom pen tablet. I currently a Wacom Graphire tablet purchased with a grant a few years ago. With my upcoming job change, I have to hand that in when I leave, so I plan on picking up a Bamboo Pen & Touch this fall.

With those tools, here is the workflow I follow for making a whiteboard screencast.

First, open up Keynote and make a single, blank white slide. This is going to be the “whiteboard” itself. Of course you could also use a blank MS Word document, or any other blank white window or screen. Keynote is just for convenience’s sake.

Next, open up FlySketch and lay it completely over the blank window so that the controls are showing above the top of the window:

Then, open Camtasia and create a custom region that encompasses the “whiteboard”. When the video rolls, it will record what is happening on the whiteboard:

And finally — start the video, and start writing on the FlySketch overlay using the Wacom tablet. Before you start recording, make sure to select the pen color and size you want. If you need to change color, size, or pen type during the screencast — say, you want to switch from freehand writing to typing, or drawing a straight line for an axis — you can tap on the appropriate FlySketch control and Camtasia won’t record it because it’s off-screen.

Then you simply record what you need, then stop, and process the video as was described in the previous post in this series. This includes editing out any mistakes and splicing together multiple video clips for the same screencast.

Here’s an example of the finished product:

Although Sal Khan has been my inspiration for doing screencasts, I’ve made some conscious decisions here to do things differently than Khan does. First, I prefer the white background to the black; it’s more familiar to learners and seems cleaner. I also tend to use thicker pen “tips” than Khan does; I tend to think his pens look a little spidery. Also, the Wacom tablet pen is pressure-sensitive, and that feature works better if the pen tip is thicker. Finally, from a planning perspective, my whiteboard screencasts are a lot less conversational than Khan’s videos. Khan tends to shoot from the hip in terms of presentation; this is part of what makes his videos so charming, but I think it also tends to make his videos go longer than they need to. I prefer to make things a bit more efficient and focused and take less time. It also cuts down on mistakes.

I think the hardest part of this process, for me, was mastering the art of writing on the Wacom tablet in one place and having the writing appear on the screen. This is harder than it sounds! At first my handwriting was horrible (I think at the time I likened it to somebody with a brain injury) but eventually I got my act together. I suspect people learning to play the drums or the piano have to go through the same process before it sounds any good.

Another challenge is managing the relatively small amount of physical space you are working with. A Keynote slide is just not a very large place, and it’s easy to run out of room when writing. If this happens, it can be dealt with by just starting another slide and creating a new video clip. But it’s better for the learner to see one example per slide if possible, and making sure this happens is part of that all-important planning process. I find it helpful to practice the presentation not on the screen or a piece of paper but on a 3 x 5 inch notecard, which has something much closer the same proportions for writing as the Keynote slide on the screen. But note that it does take practice — if you just sit down and try to bang out a whiteboard screencast, it’s likely not to be as good or as instructional as possible, and it could end up taking more time in terms of edits and re-takes than it would if you just planned and practiced in the first place.

I’d be interested in hearing any alternative approaches for making these kinds of screencasts. I once wrote Sal Khan and asked him what his tools were, but never got a response, so I just reverse-engineered what he was doing. There may be a better way. Let me know!

Next up will be the final installment in this series, touching on what I called a “demo” screencast. It’s probably what I do the most. Stay tuned!

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How I make screencasts: Lecture capture, part 2

Now that school’s out, I’m going to pick up where I left off (two months ago!) in my series on how I make screencasts. So far I’ve made three posts in this series. In the first post we talked about what a screencast is, exactly, and why anybody would want to make one. In the second post, we saw how the elements of careful planning make screencasting a successful experience. And in the most recent post, we took a look at using Keynote (or PowerPoint) to create a lecture-capture screencast.

Before I talk about the other kinds of screencasts I make, I’m going to take this post to describe how I use my go-to tool for screencasting: Camtasia for Mac, specifically how I use it to make lecture capture videos when I’m not using Keynote. (Full disclosure: I was on the beta-testing team for Camtasia for Mac and got a free license for the software for my efforts. But I can definitely say that I’d gladly have paid the $99 for the software otherwise — it’s that useful.) There is a Windows version of Camtasia and a server-oriented variant called Camtasia Relay, and they are all very similar, so what I describe in this post can be used if lots of different situations.

Let’s suppose I have a lecture or presentation that I want to turn into a screencast, which basically means I need to record the presentation as it happens on the screen and add a voice-over. I’ve already described how to do this with Keynote or PowerPoint, but what if you’re using Prezi, Beamer, or some other presentation tool? What I need is a tool that will record stuff happening on the screen that’s separate from the presentation tool itself. That’s where Camtasia comes in.

Camtasia is software that records video of anything happening on your screen — all of it, or part of it — along with any audio you choose to add, including voiceovers. You can record multiple segments of video, edit those segments, and put it all together with transitions and effects. The interface is laid out a lot like iMovie, so Mac users will feel right at home using it.

There are a lot — seriously, a lot — of options for working with video in Camtasia, too many to get into here. I’ll just show an example of a simple lecture capture putting Prezi and Camtasia together.

First, bring up the screen that has the Prezi in it. (For Prezis particularly, creating the lecture capture works best if you download the Prezi to your local drive and then run it in a window, rather than trying to run it on the web.)

Now launch Camtasia. When you do, a little floating pane will come up that looks like this:

The dropdown menu on the left lets you specify which part of the screen you’re going to capture. I usually just select “YouTube HD/720p”, which records essentially the entire screen. I can crop out what I don’t need later. And once I put it on YouTube (which is my usual destination for screencasts) it’ll be in glorious 720p HD.

Once you’ve selected your area, just click the Record button and start presenting, just as you would if you were giving the lecture in front of a live audience. Your lecture is being recorded behind the scenes and all you see is your screen. Warning: Presenting for a screencast feels a lot different than doing it for a live audience because, well, the audience isn’t there. There’s no body language or ambience to add to the presentation. So this will feel a little unusual at first. Also, I can’t stress enough that you should probably go from a prepared script the first few times you do this, rather than try to wing it. It’ll keep you on track and prevent lots of mistakes.

When you stop recording, you’re brought into the main editing area of Camtasia:

The bottom part of this screen is called the “timeline”. Right now, the one clip that I have in the timeline is a partial video of the presentation. It appears as a chunk of the timeline outlined in blue. Inside the timeline you can see the audio levels given as waveforms, and there’s a playhead along the top of the timeline showing you where you are in the video as well as the time.

At this point, what I usually do is check the sound levels first. A lot of times the built-in microphone on my Macbook doesn’t record very loudly. I’ll listen to a bit of the recorded video to check if that is the case. If so, I go and apply the Dynamics Processor effect to the clip I made:

You apply the clip just by dragging it from the effects area directly onto the clip in the timeline. In fact this is how all the effects, transitions, and other features of Camtasia are applied to video. The Dynamics Processor brings all audio levels up to a uniformly audible setting.

If I have the time, I will watch the whole video from start to finish to see if I’m happy with it. If there’s something I need to edit out — I goofed the script, or sneezed, or the phone rang, etc. — I can go back and edit that part out just by putting the playhead just before the mistake:

Then selecting “Split selected at playhead” from the Edit menu; this splits the video clip in two, right where the blooper is. Then move the playhead until just after the mistake, and selecting “Trim Start to Playhead”. This will crop out the blooper from the second clip. Then you can just drag the second clip over next to the first one, and with that, the blooper is edited out.

The ability to edit in such an easy way really changed screencasting for me. You will make mistakes when you screencast, no matter how good or experienced you get. But you don’t want to have to throw away an entire screencast because of one goof. If I am screencasting and I make a mistake, I just pause for a moment, and then I start again from the point of error. The pause will show up on the audio as a flat spot, and I can go back and edit the error out. You cannot do this with the voiceover features of Keynote and PowerPoint, and it makes a huge difference.

If this is just a straight lecture capture — so there’s no other video coming in from a different source — at this point I’m done. The only thing left to do is add the “credits page” that I always put at the end of my screencasts that lists my email, YouTube channel, Twitter, and so on. I have this saved as a PDF. To bring it into the timeline, I go to Import Media:

and select it from the file finder. It then appears as a clip:

I just drag it into the timeline at the end of the video:

And then, for effect, add a fade-in transition from the video to the credits, which I do by finding it in the transitions menu:

And dragging and dropping it in the little seam between the video clip and the credits page:

Now I’m ready to publish. Camtasia allows me to publish the resulting video directly to my YouTube channel using the Share menu:

As you can see, there are options for iTunes and Screencast.com as well. Or you can just choose “Export…” which exports the video to a file format of your choice, for uploading wherever you want.

After I start the process, Camtasia converts the video to Quicktime and then uploads it with the title I gave it. A 10-minute video will take several minutes to complete this process on a Macbook Pro. Your mileage will vary according to your system hardware and your internet connection. After it’s done uploading, I still have to go to YouTube and add metadata. But otherwise that’s it!

What’s nice about Camtasia is that the tool is separate from the presentation tool you’re using. So if you already have the presentation content made up, you can turn it into a screencast quite easily. It doesn’t matter whether it’s Prezi, Beamer, a text document you’re scrolling down, or anything else. And the more you do this, the easier it gets to convert existing presentation content into a mobile device-friendly screencast.

In the next post, I’ll talk about what I call “whiteboard” screencasts, where I record stuff that I am writing on the screen. This is a lot like what Salman Khan at Khan Academy does. Hopefully it won’t be another two months before I get to that.