Engaging your Learner with Video in the Classroom





Zoom Best Practices and Tips
Introduction: 

Zoom is an easy to use video conferencing program that allows for multiple participants, audio and video
sharing, screen sharing, working on a whiteboard and recording. During our workshop we will be
discussing how you can use Zoom for video conferencing, but also how you can think outside the box
and use Zoom for developing screencasts and video supplements for your courses.






 Table of Contents

Zoom Uses, Tips and Best Practices 3

Ideas for Using Zoom in Your Synchronous Course 3

Tips for Using Zoom in a Synchronous Course 3

Ideas for Using Zoom as a Screen casting Tool 5

Tips for Using Zoom for Screen casting 5

I. Setting up an Account & Downloading the Meeting Client 6

II. Logging In 6

III. Adjusting Settings 7

IV. Starting your Meeting 9

IV. Inviting and Managing Participants


Inviting Participants: 10

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IV. Inviting and Managing Participants, cont. 11

V. Chatting with Participants 12

VI. Screen Sharing 13

VI. Screen Sharing, cont. 14

VI. Screen Sharing, cont. 15

VI. Screen Sharing, cont. 16

VI. Screen Sharing, cont. 17

VII. Recording Meetings 18

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Zoom Uses, Tips and Best Practices
Ideas for Using Zoom in Your Synchronous Course
• Bring students at multiple home locations, classroom sites or field sites together via video/audio
conferencing
• Invite guest lecturers to your courses for interviews, presentations and conversations. Record
these sessions for further use as instructional content.
• Provide visual meeting space for students outside of regular class time and for online courses.
• Provide virtual office hours for online courses.

Tips for Using Zoom in a Synchronous Course

• Require Self-Identification - It is not always possible for the instructor or the students to see who
is talking. Knowing who is speaking sometimes provides clues regarding the best response and
provides the instructor opportunity for later follow up with the student. Consider having
students first say their name (and location if more than two) i.e., “This is John Doe from WIU
Quad Cities”, before sharing or asking a question. Until individuals in the class get used to this
the instructor, as well as other classmates, may need to prompt each other to state their names
before speaking until everyone is used to this protocol. 


• Use Microphone Awareness - When teaching a course via Zoom at WIU, student
microphones are turned off by default. Students must use the Chat feature
to request that they be unmuted in order to speak. Microphones are always on in
a video conferencing classroom. Almost all sounds from each location can be heard in other
locations. Sounds that can be heard include whispering, side commenting, eating food, sneezing,
pencil tapping, page-turning, etc. Explain this to your students and encourage them to use
restraint by being cognizant of what others can hear and limiting unnecessary noise in the
classroom. 


• Set a Standard of Etiquette - Some items to consider for inclusion are:

‣ Avoid side conversations, shuffling paper, tapping pens, non-essential noise of any kind. This
can be picked up very easily on microphones and make it hard for the remote locations to
hear the main conversation. For these reasons, during courses offered via Zoom
at WIU, student microphones are turned off by default. Students must
use the Chat feature to request that they be unmuted in order to speak.
‣ Refrain from chewing gum, eating and drinking.
‣ Make eye contact with individuals you are speaking to at the remote site by looking into the
camera, not at the projection screen.
‣ Show that you are listening to others at the remote site by nodding your head and looking
into the camera.
‣ Direct questions or comments to a particular person at the remote site, by stating their
name to gain their attention. 


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• Teaching on Camera - Consider the following ideas, when teaching via video conference.
‣ Arrive in the virtual space and local room (if that pertains) a few minutes early to test all
video and audio connections. If you have a facilitator or moderator, work with them to
ensure that they know the plan for your course and the level of assistance that will be
needed.
‣ Mute your microphone when you are not speaking to students at remote sites. Also, have
students at all sites mute their microphones when they are not speaking to avoid feedback.
‣ Maintain eye contact with students at both locations. Distribute your time evenly by looking
at your local students the same amount of time you would spend looking at your remote
students. Remember to look at your remote students and provide eye contact.You must
look directly into the camera to ensure that you are making eye contact with remote
students.
‣ Speak as you would in a traditional face-to-face class. Remember to reduce environmental
noise by closing windows and doors, muting cell phones, turning off computer alert sounds,
asking students to practice etiquette discussed previously and be aware of microphone
placement to avoid accidentally bumping it or covering it with papers during your class.
‣ When delivering a presentation, sharing images, files or video, remember to allow for a
potential 2-3 second transmission delay. This can also occur with audio. Pause after the end
of your comments and allow time for students to respond before continuing to the next
discussion or visual.
‣ Routinely check with students for coherence, and the remote student’s ability to see and
hear everyone and everything from the sending site. 


• Pedagogy and Collaboration Ideas - Consider the following ideas, when preparing to teach via
video conferencing.
‣ Always have and share a concise plan. Consider providing an agenda/plan for each course
period so that students at all sites can clearly see how the class period is going to progress,
what the grouping will be for each discussion/activity and gain an overall picture of how to
transition from one activity to the next. Each class agenda/plan can reiterate expected
etiquette.
‣ Teach to your lesson plan or agenda. Stay within the intended sequence of events and be
mindful of allotted time in order to keep students engaged and on task.
‣ Questioning and Inquiry - When presenting information take moments to provide time for
questioning and inquiry to engage learners.  When you practice this, give participants ample
time to respond. It takes time to formulate responses and at times the video conferencing
technology can delay delivery of responses as well. Participants at remote locations must
offer feedback to let instructors know if they are lost in the presentation, cannot hear, or
cannot see important details on the screen.
‣ Break-Out Groups - Prior to large group discussion consider providing a small portion of
class time for small group discussion or use the “think-pair-share” method to have students

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 briefly answer a question, solve a problem, complete an activity or etc.   Then reassemble
into large group having one person from each small group serve as a facilitator or speaker
representing their group in the larger group discussion. Combine this with the practice of
self-identification, and number or name the groups or teams and have the speaker/facilitator
for the group include that information when speaking.  You could also have slides set up with
team names and a list of members in that group or team showing on the screen during these
discussions. If you would like to change these groups/teams/pairs upon from time to time
you could consider using the groups feature on Western Online to allow students to choose
and create their own teams or randomly assign them.  This would also allow them to see
who is in each group or team.You can use Zoom’s Breakout Room feature to assist with
these group work activities.
‣ Allow for students to use annotation tools during presentations.
‣ At times make students the presenter to let them share thoughts, ideas, projects and etc.
with the entire class.

Ideas for Using Zoom as a Screen casting Tool

• Create narrated and annotated slide lectures and mini lectures.
• Create overviews and introductions for online courses.
• Create screen recordings and tutorials for software programs, filling out forms, web tours,
and etc.

Tips for Using Zoom for Screen casting

• Keep video segments/lessons short.
• Use visuals, images and animations sparingly when they can help convey a point.
• When projecting text keep text on a page or slide to a minimum. Too much text, 

or making text too small to fit it on one slide will make it impossible to read

via screen sharing in Zoom.
• Use Zoom’s annotation tools to point out specific information or direct student’s attention
to a key point.
• Create guided or embedded questions or activities for the students to do while or right after
watching the video segment.
• Test knowledge with quizzes and self-assessment.

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I. Setting up an Account & Downloading the Meeting Client
Setting up an Account:

A. You will need to set up a free account to use Zoom if you do not already have one. To set up your
free account, go to https://zoom.us. Click on the Sign Up, It’s Free button in the upper right-
hand corner of the screen and follow the on screen instructions. A free trial allows you to host
meetings that last up to 40 minutes. 








1.A.
Downloading the Meetings Client:

B. You will need to download the Zoom Meetings Client from https://zoom.us. Scroll to the bottom of
the page. Click on the Meetings Client link under the Downloads section of the menu.

1.B.

II. Logging In
A. Open the Zoom Meeting Client.

B. Click Sign In.

I1.A.

C. Enter your username and password.

I1.C.
D. Click the Login button.
I1.D.

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III. Adjusting Settings I1I.B.
Adjusting your Audio and Video Settings:

A. Plug your Logitech QuickCam into the


USB port on your computer.

B. Click on the Settings link in the upper


right-hand corner of the Zoom Home Screen. 

(Click on the Gear shaped icon.)














I1I.C. I1I.D.
C. Click on the Audio link in the left

panel of the window.

D. Click on the Test Speaker button


to ensure that you can hear participants.

E. Under Microphone settings, choose
 I1I.E.

the Built-in Microphone or 

external microphone that you will

be using.

F. Click the Test Mic button and 


I1I.EF
record a small audio snippet. When 

you have finished recording it will 

automatically play back to show 

that it is working. I1I.G.

G. Click on the Video icon in the 


toolbar at the top of the window

to open your video settings.
I1I.H.
H. Click on the Camera: 

drop-down menu and choose the 

Built-in camera or external camera

that you plan to use. You will see yourself in
the preview window.




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 Note: In Zoom you can have more 

than one camera connected at a time. 

You can switch between cameras to 

change the view for your participants. III. Adjusting Settings, cont.



Adjusting your Toolbar:

In Zoom the main toolbar which is located at the bottom of the video conference window is set to
disappear when you are not actively using it and reappear when you move your mouse towards it.
However, if you prefer to have it showing all of the time you can set your preferences as shown below.

I. Within the Settings window


click on the Accessibility

button.

J. Click in the checkbox in front


of Always show meeting 

controls to select that
 I1I.J.
option. 

I1I.I.

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IV. Starting your Meeting
A. In the Zoom Home Screen

click on the New meeting

drop-down menu and 
 IV.A.
choose Start with video.

B. Your meeting will begin and you


will see the Zoom video conferencing

interface appear.

Using the Toolbar:

1 3 5 6 7 9 10 12

2 4 8 11
9

Allows you to mute your microphone so participants cannot hear you, and then
1 Mute/Unmute Microphone
unmute it so that they can hear you when you are ready for them to hear you.

Clicking on the up arrow allows you to access the microphone and speaker settings
2 Microphone/Speaker Settings
as well as the Audio settings, which is where you can perform an audio test.

3 Stop/Start Video Allows you to start and stop your video feed.

4 Clicking on the up arrow allows you to access the video options which allows you
Video Options
to switch video inputs, adjust video settings, or add a virtual background.

5 Invite Allows you to invite participants to your meeting.

Opens the participant management panel, where you can manage participant
6 Manage Participants settings such as mute/unmute microphones, start/stop cameras, lock screen sharing,
lock the meeting, and etc.

7 Share Screen Lets you share your screen with your participants.

8 Screen Sharing Settings Lets you set how many people can share at a time, and whether or not participants
can share their screens.

9 Chat Lets you start a private or a group chat.

10 Record Lets you start recording the video and audio of your meeting.

11 Breakout Rooms* Lets you break the meeting attendees up into small groups for collaboration and
group work activities.

12 End Meeting Lets you end or leave the meeting.

* Only available on Professional (paid) licenses.

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IV. Inviting and Managing Participants

Inviting Participants:
A. Click on the Invite button on the toolbar.



IV.A.

B. Click the Copy URL or 


Copy Invitation button.

C. Paste what you copied into 


your email program and 

send it to your participants. 



Alternatively, for a class

that will continually use the

same meeting link, you can 

paste the link or invitation 

into your WesternOnline 
 IV.B.
course for continued use.

IV.C.

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IV. Inviting and Managing Participants, cont.
Managing Participants:

D. After you send your invite, you will want to open the Manage Participants window. Click Manage
Participants in the toolbar. IV.D.

E. As your participants arrive


you may hear a chime sound, 

and you will begin to see their 
 IV.E.
names show up in the Manage 

1I.F.
Participants window.

F. Click on the More drop-


down menu and you will see 

options for controlling your

participant video, name, 

hosting controls, and etc.

G. To easily control the audio and video


availability of a specific participant

you can just click on the audio

and video icons to the right of 
 1I.G.
their name.

H. If you would like to Mute or Unmute


All participants at one time, click the 

Mute All or Unmute All button. 1I.H.

I. Click the More button to drop-down 


a menu that allows for Muting

Participants on Entry, Playing
 1I.I.
the Enter/Exit Chime, and 

Locking the Meeting.

Note: Once your participants start arriving, begin speaking to them and ensure that they can see and
hear you. Have them start speaking to you to ensure that you can hear them. If there are issues with
feedback, you can mute your microphone when you are not talking. As discussed above, you also have
the ability to mute your participant’s microphones when they are not talking. Similarly, you can stop your
own camera and your participant’s cameras if bandwidth and lag becomes an issue as discussed above. 


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V. Chatting with Participants
Within Zoom you will also have the ability to chat with participants both publicly and privately. Anytime
someone is having trouble communicating via microphone and/or camera you can always try
communicating with them via the chat window to assist them in getting set up. Participants can type
questions into the chat window as you meet and you can answer them verbally or via the chat window.
Chat transcripts can also be saved and shared at the end of your meetings.

A. Click on the Chat button on the toolbar. 


V.A.

B. The chat window will appear to the right


of your screen. Click in the field provided

at the bottom of the screen to type a 

message to Everyone (all participants).

C. Click on the word Everyone to switch 


from public to private chat. When 

switching to private chat, click on the

V.B.
name of someone in the list whom you

wish to chat with. Type your message, 

in the field provided then press your

Enter/Return key on your keyboard.

D. Click on the More drop-down menu


V.C.
to control chat settings such as, 

Saving the chat transcript and 

selecting who participants can 
 V.D.
chat with. 


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VI. Screen Sharing
Within Zoom you can share your screen with participants and they can share it with you. Screen sharing
can be used for interactive white boarding, sharing a presentation, walking through a document, giving a
web tour, showing software tutorials, and etc. When combined with recording, Zoom’s video and screen
sharing capability also make it an excellent choice for basic screen casting of course materials.

As a best practice, it is recommended that you open any and all applications or windows on your
computer that you would like to share before starting screen sharing within Zoom.

A. Open any applications or windows that you will want to share during your screen sharing session.

B. If you want to record the screen sharing portion of the session, and have not already started
recording, click on the Record button on the toolbar. 




 VI.B.








VI.C.

C. Click on the Screen Share button 


on the toolbar.

D. When the window selection screen 


appears, click on the Window you 

would like to share to select it. VI.D.
E. Notice at the bottom left of the 

screen there are two checkboxes. 

If there is sound that will be passing

through your computer such as a 

video, audio clip, or sound effect

VI.E. VI.F. VI.G.
that you want your participants to hear, 

click in front of Share Computer Sound. 


F. If you intend to share a video with your participants, click in front of Optimize for full-screen
video clip.

G. After you have made all of your selections, click the Share Screen button.

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VI. Screen Sharing, cont.
H. Once you go into screen 

sharing mode you will be 

able to identify what is 

being shared with your 

participants by the green 

glowing bounding box 

that outlines the 
 VI.H.
window. 


























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VI. Screen Sharing, cont.
Screen Sharing Toolbar:

At the top of your window, you will see a small screen sharing toolbar. Look at the image below and 

descriptions to learn about tool options within the screen sharing environment.
1 2 3 4 5 6 7

Allows you to mute your microphone so participants cannot hear you, and
1 Mute/Unmute Microphone then unmute it so that they can hear you when you are ready for them to
hear you.

2 Stop/Start Video Allows you to start and stop your video feed.

Opens the participant management panel, where you can manage participant
Manage Participants settings such as mute/unmute microphones, start/stop cameras, lock screen
3
sharing, lock the meeting, and etc.

Allows you to return to the screen selection window so you can share a
4 New Share/Start Share different window. Also allows you to Restart a share that you have previously
stopped.

5 Lets you pause the current sharing session momentarily and then. Click the
Pause Share/Resume Share
pause button one time to pause it and then click it again to resume it.

Opens the annotation window so that you can make annotations over the
6 Annotate screen. This window will be discussed in more depth in the next section of
the tutorial.

Opens a drop-down menu with additional menu items. These will be

7 More
reviewed later in this tutorial.

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VI. Screen Sharing, cont.
Screen Sharing Annotations Toolbar:

Annotations within the screen sharing portion of Zoom allows you to provide online drawings, text
insertion, as well as, calling out attention to specific information with a spotlight tool. Look at the image
below and descriptions to learn about tool options within the screen sharing environment.

Click on the Annotate button ( ) in the Screen Sharing toolbar to open the annotations
toolbar.

1 2 3 4 5 6 7 8 9 10 11

Functions as a mouse on the screen. Click on this icon each time you want to switch between
1 Mouse
annotation tools.

Lets you select an annotation object on the screen. For example, if you have drawn a shape this
2 Select
tool lets you select that shape and move it.

3 Text Creates a text box where you can type text on the screen.

4 Draw Opens a drawing tool box with both constrained shape tools and free hand drawing options.

Allows you to click and shine a laser point or an arrow to highlight specific information on the
5 Spotlight
screen.

6 Eraser Allows you to erase something on the screen.

Allows you to make changes to color (shapes/lines/text) and font changes such as color, bold,
7 Format
italics and etc.

8 Undo Allows you to undo your last change.

9 Redo Allows you to redo your last undo.

10 Clear Clears your annotations.

11 Save Allows you to save your annotations as an image file.

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6
5
4
3
VI. Screen Sharing, cont.
Screen Sharing More Menu:


I. The more menu on the screen sharing toolbar opens as a drop-down menu when you click on the
More button on the screen sharing toolbar.



VI.I.







 8

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VII. Recording Meetings
Zoom allows you to record your meetings. If you have a paid account you can record and save your
recordings to the cloud or locally. If you have a free account you can record and save your recordings
locally to your computer. Use Zoom’s recording capabilities to record lectures, introductions,
screencasts, guest visitors, and etc.

A. To begin recording your meeting, 


click on the Record button on 

the toolbar. VII.A.

B. Once the recording begins, you 
 VII.B.

will see a recording indicator in

the upper right corner of your

screen.

C. If you need to pause the recording


click on the Pause icon in the 

indicator at the top of the page, or

the Pause/Stop Recording

button in the toolbar. 







* Note about FREE Accounts: If you are using a free account and you do not see the record
button at the bottom of your screen follow these instructions.

Logout of your account int he desktop application.

Login to your account by navigating to https://www.zoom.us and clicking Sign In in the upper
right corner of the window. When prompted enter your Email address and password and then
click the Sign in button.

In the menu to the Left of the screen, click Meeting Settings.

Click the Recording Tab/Link. Toggle Local recording to on.

When prompted click Turn On again.

Log back into your desktop client and the Record button should appear. 




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