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Introduction
Building an Online
Event
How to Choose Technology
Looking to the Future
Additional Information
|
Building an
Online Event |
:How
to Plan, Design, and Conduct an Online Event
:Technology Overview
:Participants' Technical Constraints
:Accessibility
:Tips for Presentation Success |
| The
most important aspects of any online interaction are its purpose and its
audience: what is the objective of the interaction, and who will participate.
In this way, online interactions are like face-to-face meetings. Recall
that in preparation for a face-to-face meeting, the organizer must decide
what medium is most appropriate and then have the appropriate tools ready
such as projector, handouts, microphones and sign language/captioning
system for the hearing impaired. The presence of some resources are taken
for granted, such as whiteboard/blackboard (although the presence of functional
chalk and pens can never be taken for granted).
In online interactions, the medium also should be chosen to fit the message
and the user community. And then the appropriate tools need to be prepared
- such as web conferencing services, web-based discussion groups, and
software installation on the presenters computer. Even to the experienced
online presenter, none of these online interaction tools can be taken
for granted, as they are frequently changing, and dependent on difficult
to control factors like the audience members computer and telephone
capabilities.
On the Internet today, companies providing software and services for online
interactive events are generally developing three categories of products,
aimed at three major purpose/audience categories. These are:
Courses for distance
education, mostly for adults in corporate or higher education settings.
Meetings among
members of a team or task force, usually within a single company, and
sometimes between two or three companies on a common project (e.g.,
between a company and its suppliers)
Outreach from one
individual or group to another group, involving a presentation that
seeks to introduce new services or resources. This might be used from
a companys marketing group to its field sales force, or from a
company to its customers or potential customers.
The variation among
these purposes and audiences gives rise to a number of specific differences
that must be taken into account when designing an online interaction, and
when choosing the technology for the interaction. These differences are
summarized in the chart below.
Characteristics of 3 Online Event
Categories
Characteristics
Questions to Consider |
Event
Categories |
| Course |
Meeting
(e.g Brief/ Seminar) |
Outreach
(eg. Talk Show, Brief) |
How much interaction and feedback is required from the participants? |
Medium |
High |
Low |
Can any participant present material to the whole group? (or are
there a few presenters?) |
No |
Yes |
No |
Are the participants committed and/or responsible for their interaction? |
Yes |
Yes |
No |
Will the interaction be repeated on many occasions? |
Yes |
Yes |
No |
| Are the participants
expected to have current software and good connectivity, and/or
their own tech support? |
Yes |
Yes |
No |
| Does a significant
proportion of the user community use Macintosh? |
Yes |
Rarely |
Yes |
| Will presenters
have repeated experience presenting? |
Yes |
Yes |
Rarely |
| Is it important
to record the interaction for later playback? |
Yes |
Rarely |
Yes |
| Is it important
to record which users participated, and to gather their evaluations? |
Yes |
No |
Yes |
The remaining sections of this report will concentrate on the outreach
type, which has been used most frequently by WestEd. Drawing from a palate
of tools primarily designed for corporate training and meetings, we seek
out and describe software and services that can be useful to the K- 12 education
community.
In specific cases, services developed primarily for the meetings
or courses category can be useful for WestEd and other educational
outreach events either by themselves, or in combination with other
tools. These exceptional services are some of the often rare
finds that this study seeks and highlights. |
I. How to Plan, Design, and Conduct on Online Event
|
The main purpose of
this white paper is to focus on tools and web services to use when doing
an online event. However, a very important part of building an online
event is the stages around planning, designing and conducting the
event. This material and related resources can be found in a document titled
How to Plan, Design and Conduct
An Online Event.
This web site provides a list of steps to take, questions to consider, and
resources to use during each phase of building an online event. We identify
six steps for building an online event:
Conceptualization: Choosing the purpose, audience and
topic for your event
Design: Choosing the format and planning the preparation for your
event - ie. Choosing the Supporting Medium & Technology - which
is the focus of this white paper
Marketing: Identifying and inviting your participants
Preparation: Ensuring your materials, presenter, and resources are
ready before the event
Conducting the event: How to get the best results during the event
Evaluation and data gathering: Compiling information from and about
participants after the event
To help folks in getting started we designed three template
event examples types, the talk show, the brief,
and the seminar to consider .
Read the Design section of www.wested.org/tie/online
and decide if Talkshow, Briefing or Seminar format is most appropriate.
This site also references an assessment paper of lessons learned and highlights
key factors on part of both the facilitator and participants that need to
be taken into consideration when designing an online event as well as a
quick checklist of questions to send to prospective presenters of an online
events to help set clear expectations.
Components of an Outreach Online Event
Generally, an effective online outreach event consists of more than simply
a presentation of slides by a presenter at a particular time. Background
and follow-up information can be made available for use before and after
the event, and forums for question and answer can be provided.
In WestEds online events to date, a model was developed of the types
of components recommended and the technical facilities for distributing
those. This model is summarized below.
| Material |
Medium |
| Ordinary
Web |
User
Tracking |
Discussion
group website |
Typed
or audio Chat |
Multi-media
(web conference) |
| Statement of
purpose or topic of the event |
X |
|
|
|
|
| Biography of
presenter, and resources to inspect before the event |
X |
|
|
|
|
| Agenda and instructions
for participation |
X |
X |
X |
|
|
| Presentation,
either PowerPoint slide show or video |
|
X |
|
|
X |
| Live discussion
for Question and Answer |
|
X |
|
X |
|
| Non-live (asynchronous)
discussion |
X |
X |
X |
|
|
| List of resources
for follow-up |
X |
|
|
|
|
| Evaluation form |
X |
X |
|
|
|
|
II. Technology Overview
|
Categories
of Online Collaboration Technology
The currently
available collaboration software and services fall into the categories below,
roughly in the order of most well established to most cutting-edge.
- Teleconference
– Example providers: MCI, AT&T
· Also called a “conference call”; typically participants
are given a phone number and access code enabling them to call in to
the teleconference “room” at the designated time; Does not
require a computer.
- Discussion
groups/boards – Example providers: Yahoo Egroups, webboard
and Webcrossing
· Allows posting and responding to messages in a forum which
can be moderated and organized into “threads”
· Typically for building conversation over days
- Live
text chat – Example providers: Yahoo, MSN or ICQ instant
messengers; Chatspace server software and Webcrossing server software
or hosted service
· Allows multiple participants to type a sentence or so at a
time and be viewed by all other participants
· Technically easy and inexpensive to have a conversation everyone
equally able to contribute, but because of that very reason, can be
difficult to control and prevent a few people from dominating.
- Live voice
chat – Example providers: Yahoo, MSN or ICQ instant messengers
· Similar to text chat except that participants can send snippets
with their voice, by holding down a “talk” button
· Like having a conversation with walkie-talkies, but there’s
a longer transmission delay.
- Registration
and tracking tools
· This covers the flow of issues “around” meetings
and online classes, such registering users, storing user information
and scheduling
· These are often part of “suites” of tools tied
to specific interaction tools
- Media
Creation Tools – Example software: PresentationPro PowerCONVERTER
or Real Networks Real Presenter
· Assist with the creation of content (such as slides with audio)
but not with distributing it
- E-Learning
Tools and Services – Example provider: DigitalThink
· This broad category includes a huge variety of players aimed
at creating coursework and “virtual classrooms”, both for
corporate and higher education markets.
- Online
Slideshow or Video – Example providers: Presedia, PresentationPro
· Easy way to create and upload just powerpoint slides synchronized
with a speaker’s voice, for later playback
· Or mail a videotape and have it made available for later online
viewing
- Web Conferencing – Example providers:
WebEx, HorizonLive, Chatterbox
· Incorporates many of the features listed above, such as registration/tracking,
teleconference, text and voice chat.
· Adds live broadcast of virtually any document or application
that the presenter can open on his/her computer, such as slides or a
web page.
- Virtual
Workplace – Example providers: eRoom, Flypaper
· Combines most of the tools above with: document sharing, document
version control, and document routing.
· A power tool for a small group working closely to complete
a project where efficiency and collaboration by far-flung people is
paramount.
This report concentrates on evaluating Online Slideshows and
Web Conferences, with some coverage of chat and discussion groups.
|
|
III. Participants' Technical
Constraints
|
There
are many differences between the various platforms in use by online event
participants. Some platform differences are obvious: single phone line
user (dialup connection to the internet) compared to someone with a networked
(DSL, cable modem or business network) computer and a separate telephone.
Others are much more subtle: different versions of the browser software.
While we may ask participants to download a small “plug-in”
program in order to participate in an event, we cannot expect people to
upgrade any major software or get a new type of internet connection.
Many services offer
multiple delivery technology (such as delivering voice over a separate
telephone while showing slides through the internet connection). At times
the presenter may not even be aware how the presentation is being received.
However, realistically, the current state of technology demands an awareness
of the expected audience platform(s) and designing the presentation appropriately.
In preparing to choose
appropriate software or services for an event or series of events, to
ensure the greatest chance of success, consider some of the possible technical
challenges with regard to participants’ platforms:
Lack
of a separate phone line
Most Web conferencing services offer a teleconferencing service in conjunction
with their service, so you can dial into that with a separate phone line.
They provide you with a telephone number and passcode to enter the conference
call. This is the most reliable way to hear the audio portion of a conference,
although it is usually billed extra on a per-minute basis.
The use of a separate
phone line
to hear the voice on a conference, adds cost but virtually eliminates
audio “drop outs”. But if this is not available, then there
are 2 options for audio delivery through the internet connection:
- Streaming –
Can be synchronous or asynchronous; because a continuous “stream”
of data must be sent across the internet to each attendee’s
PC, excessive delays on the internet can cause the voice to disappear
for a while. Even under normal circumstances, the audio is delayed
by 1 to 5 seconds. Many services also allow attendees to send audio
to the conference using voice chat. Note that use of streaming audio
over a slow internet connection will cause graphical changes on the
screen to slow down.
- Download – Asynchronous only; The PC waits until the entire
file is downloaded before playing it. Services such as Presedia download
audio one slide at a time. The user will always hear ungarbled audio,
but might have to wait several seconds between sound clips.
If your presentation
will be live, and some audience members will be listening via streaming
audio, you might want to ensure that the slides can generally communicate
the ideas, so that any given part of the voice presentation becomes optional.
And, to compensate for the delay, the speaker should pause before changing
slides.
Lack of a particular version of browser
Many services don’t fully support the very newest or oldest versions
of the Netscape or Internet Explorer (IE) browsers. In fact products such
as Chatterbox don’t support any version of Netscape.
Lack of Multimedia programs and browser plug-ins
Nobody wants to install a major application like Real Player just so they
can see your conference. But some of the web conferencing services require
this as an alternative to dialing into a teleconference on a separate
phone line.
Slow internet connection
Slow internet connections cause screen images to change slowly and steaming
voice to “drop out” from time to time. An internet connection
can be slow because it is a dialup connection, or due to “congestion”
on the internet. So even if all participants have “high speed”
internet connections, at any given moment, they could become slow. This
is why dialing into a teleconference is the only way to guarantee that
the audio will come through uninterrupted.
Lack of Administrative Rights on the PC
Most of the Web conferencing services require the user to download and
install a small program. Many PCs are “locked down” by their
issuing IT department to prevent users from installing software. The “on
demand” nature of web conferencing may not allow time for an administrator
to “unlock” the PC. Participants need to be encouraged to
install the software well before the conference date.
|
IV. Accessibility
|
Accessibility refers
to the ability of a product or service to be used by those with disabilities,
such as hearing or visual impairment. The potential exists for online
events to actually be more accessible to those with disabilities than
in-person events. For example, computers have the ability to read text
aloud and to display closed-captioning. However, there is still a lot
of progress yet to be made toward this eventuality.
In June 2001, the
federal government introduced standards for making computing systems “accessible”
for their disabled employees. All products sold to the federal government
must meet these standards, called “Section
508”. In brief, these standards state that:
- For the visually
impaired: web applications must be compatible with “screen readers”
(special programs used to read text aloud) and graphics or animation
must have an alternate text explanation. Also, programs should be designed
so that use of keystrokes rather than mouse clicks can perform most
functions.
- For the hearing
impaired: The words of an audio presentation should be displayed as
captioning (not required in all cases).
Since the federal
government is such a large buyer of computing systems, it is expected
that vendors will gradually redesign their products to comply with section
508. For cost reasons, these companies will likely make these compliant
products available to all their customers, rather than maintaining 2 separate
product lines.
Indeed, since the
federal government published the section 508 standard, software and web
services vendors have been starting to take notice:
- Skillpath has
made nearly all of their 500+ online courses accessible
- Horizon Live says
they are adding accessibility features to their Web Conferencing products
- Akiva, maker of
Webboard discussion list software and Chatspace text chat have announced
that Webboard now meets the section 508 standard.
- Macromedia, maker
of underlying software used by many web companies including those that
provide web slide shows (Presedia and PresentationPro), announced that
text published with any version of Flash can now be read by one of the
screen readers – GW Window Eyes version 4.2, provided that the
attendee has Flash 6 or higher, Internet Explorere and a PC (not a Mac).
This means that developers now have more tools at their disposal to
assist them in creating accessible presentation services.
- More information
about accessibility being implemented in e-learning: Learning
Circuits
Despite this progress,
the majority of web services still make little if any mention of accessibility,
leaving it up to users to discover just how accessible different websites
are.
Making Presentations Accessible
Making presentations accessible involves much more than simply choosing
web presentation services that have accessibility features. Careful design
of the presentation and judicious use of services are both imperative.
Here are some suggestions:
- When visual info
is not usable by screen readers, use voice discussion to convey the
meaning.
- Have people with
disabilities “test” your presentation early on.
- Post your slides
as an HTML file in addition to whatever format used by the web service.
Powerpoint provides the option to save files in this format, which is
easily read by screen readers. If you choose to use Chatterbox, then
you will also use the HTML version in your live broadcast, so you only
need this one format.
- If possible, post
transcript of audio lecture and Q&A
- Note that visually
impaired people are most likely using a PC, rather than Mac, because
of the greater availability of screen readers, so accessible PC-only
products like Chatterbox might be an option.
To learn more, see
these 3 web sites: Web
Accessibility Initiative (WAI), AbleTV,
and Learning
Circuits.
|
V. Tips for Presentation Success
|
The presenter (speaker)
at a live online event should ideally:
- Use a PC rather
than a Mac. Even the services which officially support Macs do not test
their products as thoroughly on them. Setup on the Mac can be more complicated,
sometimes only working with OS9. And a few features of the service may
simply not work on the Mac.
- Use a broadband
(high speed) connection to the internet.
- Use a separate
phone line for audio.
- Pause frequently,
especially right after changing slides (each slide may take a few seconds
to load on participants screens).
- Keep the presentation
shorter than an equivalent offline event.
- Stop often to
ask for feedback – make use of polling features.
- Encourage participants
to use a separate phone line (teleconference) for audio (if available)
for all “live” presentations; although WebEx and Horizonlive
allow people to hear voice through their computer, the voice can “drop
out” occasionally, and it slows down the drawing of graphics on
participants’ screens.
An excellent source
of additional tips is Webseminarian |