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IL Tutorial Design &
Development – Part 1
Michael Baird
The Art Institute of Seattle
mjbaird@aii.edu
Cooperative Library Instruction Project
                    (CLIP)
• Create open IL tutorials to
  be used by higher ed
  statewide
• Partnership between
  public university, research
  I, private university,
  community college
• Address state-mandated IL
  competencies
• Flexible, adaptable
CLIP: What went wrong
• Planning tutorials before researching
• Production before setting style and
  technology standards
• Well-defined methods for continued
  cooperative participation
• Introducing unnecessary complexity
CLIP: What worked well
• Keeping the project open and portable, not
  tied to any particular institution
• Hiring staff with extensive multimedia
  experience
• Crowdsourcing for content ideas
• Statewide promotion and outreach
• Removing complexity from curation
Tutorial Creation

  Getting Started
Define the Project


• Refer to COIL project proposal form
• What IL skill/concept will this address? (are
  these formally articulated?)
• Learning outcomes?
• Design and development?
Not Enough Information?

     Filling in the Blanks
Meet Your Stakeholders

• Interviews and meetings across disciplines
• Ask what they wish librarians could teach?
• What IL skills are their students lacking?
• Do they need to integrate IL into curriculum?
  What are they struggling with?
• Ask to observe a class session
Research

Filling in the Blanks
Don’t Reinvent the Wheel



• Search the web, filter to .edu websites
• Search YouTube, SchoolTube, Vimeo
• Use, borrow, and attribute
Review the Topic



• Search the open web
• Search library literature
• Search education literature
Choose Your Learners

   Filling in the Blanks
User Personas

• Create a short character sketch, or more if the
  tutorial concept has potential for wide use
• Who will use the tutorial?
• What are their learning styles?
• Pre-existing skills?
• Cultural awareness?
• Have fun with it!
First Year / First
Generation Student
Name: James
Major: Music

Research experience: Using Google
Advanced web searching: none

Uses library resources: Pleasure reading
only

Computer skills: Basic web browsing, e-
mail, Facebook, chatting

Reading comprehension: high

Preferred learning style: Visual with
supporting audio

Likes: Short films, bright colors

Dislikes: Anything boring or slow
Goals

Filling in the Blanks
Goal Statement


• What can the student do that they couldn’t
  before? Self-check throughout the entire
  process to be sure you stick to this
• Stay on track when distracted by shiny
  graphics, clever interactive elements, or fine
  details that do not matter
Tools to Use

Filling in the Blanks
Considerations


•   Do you need built-in assessment?
•   Will there be video clips?
•   Will there be video recordings of your screen?
•   Is accessibility a priority?
•   Where will the output go?
Software


•   Adobe Captivate
•   TechSmith Camtasia
•   TechSmith Jing
•   Articulate Storyline
Outlining

 Building
Outline


• Organize the tutorial topic into major areas
• Break down those areas to granular concepts
  appropriate for audience
• This is just a draft, the point is getting all ideas
  committed to paper
Write a Script

   Building
Script Writing


• This will eventually be your voiceover
• Use your outline to write a narrative
• Keep your word choice, syntax, and tone
  appropriate to the audience
• Refer to your prepared personas!
Storyboard

  Building
What Goes Where
• Storyboards are a draft visual layout of the
  tutorial
• PowerPoint is a great tool to organize this,
  even if the tutorial is entirely a video
• Also fine to use tutorial authoring software
• Gather images, decide where they go
  – Track attribution for images, ideas, etc.
• Choose text wisely, less is more
Choosing Software

     Building
Full-Featured Comparison
Captivate                          Camtasia

• Uses slides in a familiar way,   • The entire project belongs
  like PowerPoint                    to a single timeline, similar
• Detail and customization           to audio editing
  have high potential, with        • Excellent quality screen
  high learning curve                capture function with many
• Poor quality screen                features
  recording function               • Lower learning curve
• Output can be Flash or           • Output can be Flash or
  YouTube-ready video                YouTube-ready video
Lite Software
Jing

• It’s free
• Learning curve is nearly flat
• Files are hosted with TechSmith, or you can
  download and host on your own server
• No editing available, all-or-nothing, 5 minute limit
• Best use: single-purpose, tool-based, how-to
  screen capture videos.
Audio Software
Audacity                         LameDrop
                                 (new version is LameDropXpd,
                                 I have not used it yet)
• Excellent free audio editing   • Free one-step audio
  tool                              compression tool with high
                                    quality results
• Moderate learning curve
                                 • Drag and drop functionality
• Lots of advanced options       • Reduces large, high-quality
  after you get your feet wet       audio uncompressed files to
                                    small, high-quality
                                    compressed files
Image Editing Software

Paint.NET

• http://www.getpaint.net
• Free, very high quality image editor
• All functionality you need for cropping,
  resizing, changing resolution
• Low learning curve
Questions
IL Tutorial Design &
Development – Part 2
Michael Baird
The Art Institute of Seattle
mjbaird@aii.edu
Tutorial Software Build

        Building
Keep it Simple

• Combine in authoring software:
  – Storyboard layout
  – Text
  – Images
• Don’t worry about fine-tuning and details,
  think big picture
Record Voiceover

     Building
Keep Your First Voice Simple

• This is just a draft, mistakes are fine
• This is to evaluate timing, get a sense of flow,
  transition, and pace
• Use authoring software recording tool, quality
  is unimportant
Rearrange

 Building
Line ‘Em Up
• Adjust your visual and audio objects to
  roughly line up
• Again, keep it simple, it’s just a draft
• Edit as you go, eliminating and adding as it
  makes sense
  – Think about flow
  – Think about pace
  – Think about timing
Working Prototype

     Building
You Did It!




Prototype is complete
Show and Tell

    Editing
Find an Editor or Seven

• COIL will have a peer-review process in place
• Additionally,
  – Track down the faculty you interviewed at the
    beginning, non-librarians are essential
  – Track down students in classes you initially
    observed
  – Use bribes for students
Usability

 Editing
Usability – Another Dirty Word

              • Keep it simple
              • Steve Krug – “Rocket
                Surgery Made Easy”
                – http://www.sensible.com/
                  rsme.html
              • Even 1-2 participants are
                very valuable
Usability – Sample Test
• Have student perform a simple activity based
  on tutorial learning goal
• Have student view the draft tutorial
• Ask questions
  – Was the tutorial easy to understand?
  – Did the images make sense? Distract?
  – Did you feel you learned something?
• Have student perform the same activity
• Compare results
Now or Never

   Editing
Final Edits


• Honest evaluation comparing with project
  outcomes/goal statement, does it work?
• Last edits for text choice, transitions, imagery,
  etc.
Ins and Outs of Voice Recording

           Production
Voice Recording


• Make the best audio possible
• Invest in a good microphone
  – Blue Snowball works great, around $100
• Likely need to record audio in separate
  software
Practical Tips
• Use a quiet room
• Reduce echo with at-hand items
• Quiet computer reduces background noise
• Fluorescent lights can “hum”
• Do all recording in one session
• Use a pop shield
• Keep beverages handy
• Make each slide/section a single uninterrupted
  clip
• Captivate, specifically, has poor quality
Audio Quality Comparison


Less desirable                     More desirable
https://www.wou.edu/provost        http://www.youtube.com/wat
/library/clip/tutorials/internet   ch?v=psaOdZFPTEM
_tips.htm
Polish

Production
Final Tweaks

• Fine-tune text and images to properly align
  with audio recordings
• Only do this as the final step, it is incredibly
  time-intensive
• Fully export the tutorial to its final format for
  previewing
Output

Distribution
Make it Public

• YouTube works very well
  – Can be embedded just about anywhere
  – Does not use your system (storage and
    bandwidth) resources
  – Solid closed captioning features for accessibility
• Flash has its plusses too
  – Extensive options for interactivity
  – SCORM-compliant quiz functionality
Packaging

Distribution
Collect All Assets
• Zip files work great to keep everything
  together
• What you will need to include:
  – Primary source file(s) (Camtasia, Captivate, etc.)
  – Original audio clips
  – Images (everything, including template images)
  – Outline
  – Script
  – Text file with attribution information
Questions

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IL Tutorial Design & Development in 10 Steps

  • 1. IL Tutorial Design & Development – Part 1 Michael Baird The Art Institute of Seattle mjbaird@aii.edu
  • 2. Cooperative Library Instruction Project (CLIP) • Create open IL tutorials to be used by higher ed statewide • Partnership between public university, research I, private university, community college • Address state-mandated IL competencies • Flexible, adaptable
  • 3. CLIP: What went wrong • Planning tutorials before researching • Production before setting style and technology standards • Well-defined methods for continued cooperative participation • Introducing unnecessary complexity
  • 4. CLIP: What worked well • Keeping the project open and portable, not tied to any particular institution • Hiring staff with extensive multimedia experience • Crowdsourcing for content ideas • Statewide promotion and outreach • Removing complexity from curation
  • 5. Tutorial Creation Getting Started
  • 6. Define the Project • Refer to COIL project proposal form • What IL skill/concept will this address? (are these formally articulated?) • Learning outcomes? • Design and development?
  • 7. Not Enough Information? Filling in the Blanks
  • 8. Meet Your Stakeholders • Interviews and meetings across disciplines • Ask what they wish librarians could teach? • What IL skills are their students lacking? • Do they need to integrate IL into curriculum? What are they struggling with? • Ask to observe a class session
  • 10. Don’t Reinvent the Wheel • Search the web, filter to .edu websites • Search YouTube, SchoolTube, Vimeo • Use, borrow, and attribute
  • 11. Review the Topic • Search the open web • Search library literature • Search education literature
  • 12. Choose Your Learners Filling in the Blanks
  • 13. User Personas • Create a short character sketch, or more if the tutorial concept has potential for wide use • Who will use the tutorial? • What are their learning styles? • Pre-existing skills? • Cultural awareness? • Have fun with it!
  • 14. First Year / First Generation Student Name: James Major: Music Research experience: Using Google Advanced web searching: none Uses library resources: Pleasure reading only Computer skills: Basic web browsing, e- mail, Facebook, chatting Reading comprehension: high Preferred learning style: Visual with supporting audio Likes: Short films, bright colors Dislikes: Anything boring or slow
  • 16. Goal Statement • What can the student do that they couldn’t before? Self-check throughout the entire process to be sure you stick to this • Stay on track when distracted by shiny graphics, clever interactive elements, or fine details that do not matter
  • 17. Tools to Use Filling in the Blanks
  • 18. Considerations • Do you need built-in assessment? • Will there be video clips? • Will there be video recordings of your screen? • Is accessibility a priority? • Where will the output go?
  • 19. Software • Adobe Captivate • TechSmith Camtasia • TechSmith Jing • Articulate Storyline
  • 21. Outline • Organize the tutorial topic into major areas • Break down those areas to granular concepts appropriate for audience • This is just a draft, the point is getting all ideas committed to paper
  • 22. Write a Script Building
  • 23. Script Writing • This will eventually be your voiceover • Use your outline to write a narrative • Keep your word choice, syntax, and tone appropriate to the audience • Refer to your prepared personas!
  • 25. What Goes Where • Storyboards are a draft visual layout of the tutorial • PowerPoint is a great tool to organize this, even if the tutorial is entirely a video • Also fine to use tutorial authoring software • Gather images, decide where they go – Track attribution for images, ideas, etc. • Choose text wisely, less is more
  • 26. Choosing Software Building
  • 27. Full-Featured Comparison Captivate Camtasia • Uses slides in a familiar way, • The entire project belongs like PowerPoint to a single timeline, similar • Detail and customization to audio editing have high potential, with • Excellent quality screen high learning curve capture function with many • Poor quality screen features recording function • Lower learning curve • Output can be Flash or • Output can be Flash or YouTube-ready video YouTube-ready video
  • 28. Lite Software Jing • It’s free • Learning curve is nearly flat • Files are hosted with TechSmith, or you can download and host on your own server • No editing available, all-or-nothing, 5 minute limit • Best use: single-purpose, tool-based, how-to screen capture videos.
  • 29. Audio Software Audacity LameDrop (new version is LameDropXpd, I have not used it yet) • Excellent free audio editing • Free one-step audio tool compression tool with high quality results • Moderate learning curve • Drag and drop functionality • Lots of advanced options • Reduces large, high-quality after you get your feet wet audio uncompressed files to small, high-quality compressed files
  • 30. Image Editing Software Paint.NET • http://www.getpaint.net • Free, very high quality image editor • All functionality you need for cropping, resizing, changing resolution • Low learning curve
  • 32. IL Tutorial Design & Development – Part 2 Michael Baird The Art Institute of Seattle mjbaird@aii.edu
  • 34. Keep it Simple • Combine in authoring software: – Storyboard layout – Text – Images • Don’t worry about fine-tuning and details, think big picture
  • 35. Record Voiceover Building
  • 36. Keep Your First Voice Simple • This is just a draft, mistakes are fine • This is to evaluate timing, get a sense of flow, transition, and pace • Use authoring software recording tool, quality is unimportant
  • 38. Line ‘Em Up • Adjust your visual and audio objects to roughly line up • Again, keep it simple, it’s just a draft • Edit as you go, eliminating and adding as it makes sense – Think about flow – Think about pace – Think about timing
  • 39. Working Prototype Building
  • 40. You Did It! Prototype is complete
  • 41. Show and Tell Editing
  • 42. Find an Editor or Seven • COIL will have a peer-review process in place • Additionally, – Track down the faculty you interviewed at the beginning, non-librarians are essential – Track down students in classes you initially observed – Use bribes for students
  • 44. Usability – Another Dirty Word • Keep it simple • Steve Krug – “Rocket Surgery Made Easy” – http://www.sensible.com/ rsme.html • Even 1-2 participants are very valuable
  • 45. Usability – Sample Test • Have student perform a simple activity based on tutorial learning goal • Have student view the draft tutorial • Ask questions – Was the tutorial easy to understand? – Did the images make sense? Distract? – Did you feel you learned something? • Have student perform the same activity • Compare results
  • 46. Now or Never Editing
  • 47. Final Edits • Honest evaluation comparing with project outcomes/goal statement, does it work? • Last edits for text choice, transitions, imagery, etc.
  • 48. Ins and Outs of Voice Recording Production
  • 49. Voice Recording • Make the best audio possible • Invest in a good microphone – Blue Snowball works great, around $100 • Likely need to record audio in separate software
  • 50. Practical Tips • Use a quiet room • Reduce echo with at-hand items • Quiet computer reduces background noise • Fluorescent lights can “hum” • Do all recording in one session • Use a pop shield • Keep beverages handy • Make each slide/section a single uninterrupted clip • Captivate, specifically, has poor quality
  • 51. Audio Quality Comparison Less desirable More desirable https://www.wou.edu/provost http://www.youtube.com/wat /library/clip/tutorials/internet ch?v=psaOdZFPTEM _tips.htm
  • 53. Final Tweaks • Fine-tune text and images to properly align with audio recordings • Only do this as the final step, it is incredibly time-intensive • Fully export the tutorial to its final format for previewing
  • 55. Make it Public • YouTube works very well – Can be embedded just about anywhere – Does not use your system (storage and bandwidth) resources – Solid closed captioning features for accessibility • Flash has its plusses too – Extensive options for interactivity – SCORM-compliant quiz functionality
  • 57. Collect All Assets • Zip files work great to keep everything together • What you will need to include: – Primary source file(s) (Camtasia, Captivate, etc.) – Original audio clips – Images (everything, including template images) – Outline – Script – Text file with attribution information