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Morae Recorder User Guide

1. The task logger logs tasks using the tasks logging controls of the log as the participant performs tasks during the recording If you start a task too early click the Restart button to restart the task After you start a task click Cancel to abort the task A Canceled Task icon appears in the log gt f you end a task too early click Start and select Add to lt task name gt in the dropdown list be Each time you log an Undefined Task another Undefined Task appears in the dropdown Undefined tasks are numbered and you can define them later in Manager 1 3 While you can add markers tasks and scores in Manager after importing the recording you will save time by logging tasks and markers during a session How to Log a Task In the task logging controls click Start Task 2 Select a task from the Log as drop down list DE a survey Task 1 Completion Survey 5 Start Task Alt 5 End Task Alt E Phd Add to Task 1 gf Add to Task 2 FF Task 4 uh Task 5 Add an optional note Add markers during the task as needed Click End Task Select a Score Send a task survey if applicable See How to Deliver Surveys See also Get to Know the Log Quick Tips for Logging a Session Markers Surveys View Recording Details F Surveys You can open deliver surveys anytime during the recording While logging read the survey questions to the participant and e
2. Choose Video Sources Select a Region Choose Audio Source Modify Video Settings Camera Video Settings Y Select a Region To record only a portion of the full computer desktop choose to record any rectangular Region of the desktop You may want to record a region for any of the following reasons je You want to capture one monitor that is not the primary monitor You want to capture an area that spans more than one monitor but do not want to record the entire desktop You are only interested in what happens in one area of the desktop possibly in one application Saves file size while recording at full size To record a region 1 2 3 4 5 6 Open Recorder Select Screen Region in the Main video source dropdown list Define the rest of the study configuration Click the Record button The Region Selection dialog box opens Cras Image Hotii Tags WIEN Send 3 DONG Z prc Ae com OQ A as o Y wi File Edit View History Bookmarks Tools Help irs Ar ES bttpswcp techomith com snagit accessorycategory aspicatlD Iry SNAGIT cccccs ceoture sorware E Accessories Want more ways to edit your capture with additonal stamp oobons What abo ge output op bons like Skype and a Region Selection rl Select Region Modify the selected region by Click and drag the corners of the region box Click the center of the region
3. Lise these buttons to work wath oa existing questions the sursa SS _ a preview 0K cancel Help 5 When you finish adding questions click OK to close the Survey Definition dialog box See also Create a Survey Using System Usability Scale Questions Survey Question Types Create a Survey Using System Usability Scale Questions Li L Li L L Li L Recorder main interface gt Modify Study Details gt Survey Definitions tab gt Add The System Usability Scale SUS is freely available for use in usability assessment and is used for a variety of research projects the only prerequisite for its use is that any published report must acknowledge the source of the measure Acknowledgements SUS was developed as part of the usability engineering program in integrated office systems development at Digital Equipment Co Ltd Reading United Kingdom 3 Morae only allows you to use the SUS questions once in a study You cannot modify the SUS questions To create a survey using the SUS questions ee Add 1 Inthe Survey Definitions tab click The Survey Definition dialog box opens 2 Enter the Survey Details PA a ED Enter a SUEY hame i Survey Definstion This name appears as the tithe of the survey window Survey detais 5 Te Survey ane Sus Pariicinant instfuctons Based on your expenenice wiih ihe Geek you pt competed Peace amne the following
4. omongi Disagrees Observer readies the survey associated with the current session event Click Send Survey to display the survey start Task ates fer can t find the right button Create a Survey Using Custom Questions Recorder gt Modify Study Details gt Survey Definitions tab gt Add To create a new Survey 1 Inthe Survey Definitions tab click Add The Survey Definition dialog box opens 2 Enter the Survey Details Enter a Suney name Survey Definition This name appears as the titte of the survey window Survey details i Survey mane Task i Compebon Survey Pariicinant mnsiuctions Based on your experience wilh the task you just completed Please answer the folowing question w Associate with End of Task 1 Enter insiruchons to expla to the participant Select a session avent to how to fill out the survey associate with the Survey You can also modify survey names and associations in the Survey Definitions tab of the Study Details dialog box 3 Select Custom Questions 3 For information on creating a survey using the SUS questions see Create a Survey Using System Usability Scale Questions 4 Define questions for the survey For more on adding questions and the available types see Survey Question Types Chick to open the Survey Question dialog box and create a new question Existing question s in this Survey
5. Avoid paper copies of instructions and surveys Cancel _tieto _ At End of Recording Enable the Start a new AutoPilot recording automatically checkbox to set up AutoPilot for a new recording as soon as one recording ends To make sure that a participant cannot get to the Recorder interface select a password to exit an AutoPilot test Click Exit Session on the AutoPilot test Start screen to return to Recorder Timeout Options If you use AutoPilot to run an unmoderated test someone may not finish a session Enable the checkbox and enter the amount of time you want AutoPilot to wait until ending the session Enable AutoPilot www techsmith com 30 Morae Recorder User Guide Enable this checkbox to turn on AutoPilot 4 h When you enable AutoPilot other Recording Details update to to provide the recommended configuration These updated settings appear in yellow Click Why did my settings change to see which settings changed and why Click Undo Changes to return to the previous settings Recording Gaxaa nn taal File Details Prompt for Details Capture Options Screen Video with PiP AutoPilot AutoPilot Enabled with Automatic Restart Observers Observers Jed 3 Undo Changes See also AutoPilot File Details Capture Options Task Logger Settings Recording Start Settings Recorder Stop Settings Observer Settings YFF YYW FY Task Logger Settings The task logger i
6. File saving and processing options Video sources What data to capture Who logs tasks How to start and end recordings FY www techsmith com 19 Morae Recorder User Guide Template Study Configurations Recorder includes template study configurations to help you define Study Details and Recording Details for different kinds of studies Templates contain sample tasks markers and surveys along with Recording Details pre configured for different tyoes of user research Template Study Configuration Default study Contains only basic task and marker settings Records the screen and a PiP video configuration of the participant Focus Groups Record focus groups or in depth interviews Use up to two cameras and log notes on the computer running Morae Recorder Hardware or Mobile Test hardware device cell phone handheld etc Point the primary camera at the Description Device Study hardware device and the PiP camera at the participant Paper Prototype Record low fidelity prototypes that can t be displayed on a computer Point the Study primary camera at the paper prototype and the PiP camera at the participant Software or Web Use for a moderated usability test of a Web site or software Records the screen Usability Study and a PiP video of the participant Unmoderated Use to conduct unmoderated tests The participant interacts with onscreen study Usability Study and task instructions and tasks are automatically log
7. Screen Video or Camera Settings Audio Microphone Logitech Mic Pro 5 Fi dialog box Move slider to adjust 2 audio level Audio Monitor Keep the maximum level in the blue area a TEILT a View the selected Main and PiP video sources Quick Tips for Setting Video and Audio Sources Record from the screen camera screen and camera or two cameras For more on the video options see Choose Video Sources You can flip your camera video both vertically and horizontally so you can set up your camera out of the way of the participant To flip camera video click Modify camera settings Ifthe audio is going into the red in the Audio monitor move the audio slider to the left For more on audio levels see Adjust Audio Level Click Test Recording in the Recorder toolbar to create a 15 second video test recording to verify the video and audio For more information see Create a Test Recording Need to save disk space You can change the size and frame rate of the recording See Modify Video Settings Morae chooses the recommended codec for screen and camera video If you want to use a specific codec see Screen Video Compression Setup Options or Camera Camera Video Compression Setup If your video is too dark or you want to zoom in some cameras allow you to adjust these settings To change the camera properties and preview the results see Camera Properties Options See also Cho
8. audio and session data ae i markers and notes a Search i Analyze We for trends ami captured data Work with survey results 4 Show stakeholders how to improve designs and marketing Create reports with Present your case powertully jul Morae Add In for Word B Create video highlights fF Export visuals EN to PowerPoint Share securely with Screencasi com www techsmith com 2 Morae Recorder User Guide Quick Overview of Morae Applications Morae includes three applications Morae Recorder Morae Observer and Morae Manager These components work together to provide an easy to use total recording system based on TechSmith s patented Rich Recording Technology RRT Record Morae Recorder Utilizing RRT Morae Recorder creates a complete chronicle of the events that occur behind the scenes in applications and the operating system as well as the onscreen and keyboard activity of the user These data streams are recorded in sync with video of the user through a web camera or other camera device and audio of the user through a microphone Because Recorder runs silently in the background it never disturbs the user Recorder captures only the input streams you specify during configuration Recorder saves the recording in a file format you can open in Morae Manager for analysis Observe and Log Morae Observer Pcie NL Fa rticipant Morae Observer provides supp
9. Sounds and Audio Devices gt Hardware tab 2 Double click on Media Control Devices 3 Click on the Properties tab The MCI Microsoft Video for Windows should appear Any audio or video codecs required by your AVI files must be installed To check if a codec is installed 1 Choose Control Panel gt Sounds and Audio Devices gt Sounds and Audio Devices gt Hardware tab 2 Double click on the Audio Codecs or Video Codecs category Click on the Properties tab the installed codecs See also How Rich Recording Technology RRT Works Check for Upgrade Settings Options Recording File Recovery Options Codecs in Morae Morae Recorder COM Server F F Morae Player Command Line Customizations When you launch Morae Player by default it has a title bar a menu bar a tool bar and a status bar You can customize those elements by specifying arguments on the command line when launching Morae Player If you have installed Morae Player in the default directory the exact syntax for the command line arguments Is MoraePlay exe lt options gt lt file gt where lt options gt can include any of the command line options described in the table below and lt file gt is the path to any video file including the file name is optional Enclose the path to the file in quotes For example you could set up Morae Player to run a specific file in full screen F and then exit when finished E by using the following syntax M
10. another recording See also Recording Name Recording Folder and Description Prompt for File Details When Recording Stops Vv You cannot save a recording without a name You can lose the data from a recording if the test participant or anyone else closes the dialog prompting for these details after the recording stops Enable the Prompt for file details when recording stops checkbox if you do not want to define the file name folder and description prior to recording At the end of recording Recorder prompts you to Define File Details after Recording See also Password Protect Recording Files Defer Processing of Recordings Password Protect Recording Files Enable the Password protect recording file checkbox to lock the recording files if your recordings include sensitive material You can define the password before the recording starts or after it ends www techsmith com 26 Morae Recorder User Guide Remember your password After you assign a password you cannot open the recording in Manager without the password TechSmith cannot retrieve your password or open the recording file if you forget your password Password Protect a Recording File before Recording 1 Enable the Password protect recording file checkbox and click OK 2 When the recording starts Recorder prompts you to select and verify a password Password Protect a Recording File after Recording 1 Enable the Prompt for detail
11. including task definitions marker definitions and satisfaction surveys The study configuration file also contains recording information including how you want to start and stop Recorder what events you want to capture who will log tasks in Observer and how you want to process the recordings MPR In Manager use a project file mpr to organize your recordings and studies and analyze data across recordings and studies MPCA Export and import project components recordings and Title clips to share your analysis with another user You can bring all of your analysis from recordings in one project into another project using a Morae project component archive MGSRCH Once you have created and run a couple of searches you may find that you use one or more of them repeatedly To make the analysis process more efficient you can save your most commonly used search profiles in a Morae Manager Search Profile mgsrch file Save the following data in Manager as a csv file to open in other applications such as Microsoft Excel Search results from the Analyze tab gt Graph data from the Graph tab Record content displayed in Observer and save the video as a wmv file to immediately playback and share the recording session Produce a highlight video in Manager as either avi or wmv format Produce a highlight video in Manager as either avi or wmv format Save a graph or screenshot from Recorder as a bitmap image gif to use in o
12. Configure Wii Remote dialog box can be opened directly from the Wii Remote after it is connected to Recorder by pressing the a button Connect the Wii Remote 1 To make the Wii Remote findable by your computer push and continue to hold both the and buttons on the Wii Remote The blue LED lights on the Wii Remote flash indicating the Wii Remote is ready to connect www techsmith com 49 Morae Recorder User Guide Y Itis important that you continue to hold the buttons down during this entire process 2 Open Bluetooth Devices located in the Windows Control Panel click Classic View in the Windows Vista operating system to find this more easily 3 Click Add on the Devices tab 4 The Bluetooth Device Wizard displays available devices Select the Wii Remote which should show up as a Nintendo device and click Next 5 Select Don t use a passkey and click Next Windows gives a notification when it has connected to the Wii Remote You can now release the buttons The lights on the Wii Remote will continue to flash until it connects to Recorder 6 Start Recorder Recorder automatically connects to the Wii Remote A battery indicator appears in the Recorder status bar Vv If Recorder is unable to connect to the Wii Remote an error message is displayed Close Recorder and attempt to connect again Reconnect the Wii Remote Anytime your computer or the Wii Remote is turned off you will need to reconnect the Wii Remote
13. Description tab The fields in the Description tab of the Study Details dialog box define the study name description and instructions F You can open the configuration in the Morae Add In for Microsoft Office Word and drop the study details into a Word file to create handouts for participants See Create Session Handouts for more information Study Name and Study Description The name and description appear in Recorder and are available when you import recordings into Manager Put information in these fields to describe why and when you would want to use this configuration It will help you to choose the correct study configuration for a session Audy mame SREY CREE ffo e e kamny toa the Examote Projet Study conii abon was ued bo create ncordings found in Marape s Examole Fre T 7 STP a cai Tutorials 7 Judy mamucia Fp Example Pra JEct Study Recording Details Video and Audio Sources File datala Capture pilona Prompt for cedinils Screen end Pir Main Screen Firmnay Mondo a raii Scr ai Recording sbari stop 1 Epy E G i J i Manally stort rela nd iad Lamera Mot plugged Fj 23 Manually stop eee ase a EE Observers ARTN nota gt i UiieanblaonaeSiidhMit Integer na Carvery epee rot Serer COENE Ao Ta I a ry Study Instructions The study name and instructions appear on the computer running AutoPilot They are presented to the participant
14. Details dialog box appears Put information in these fields to name the recording file define the folder to save the recording and describe details about the recording optional You can also choose processing options in this dialog box www techsmith com Recording File Details E Save recording as The name of this file will Particigantd be Participant aang Folder C Users User ameSDocuments horae Browse Descnptior This participant fit our demographic perfectly Wie should have the managers all view this recording You can view this descriptions later in Morae Manager TIP Include information Sop useful to someone nat Password protect recording fle present for the session Deter final processing ok Bane Hep 25 Morae Recorder User Guide Processing Choose one of these options for processing recordings Prompt for File Details When Recording Stops Password Protect Recording Files Defer Processing of Recordings You can start the next recording immediately File Details Recording name Participant 3 Recording folder C Users UserName Documents Morae Description In the screening survey this participant stated that she is an expert user of the product Processing Prompt for file details when recording stops Password protect recording file Defer processing of recordings Allows you to immediately start
15. Know the Recorder Interface Welcome to Morae Recorder Dialog Box Recorder Toolbar Recording Details Study Details Video and Audio Sources Recorder Preferences How to Use Morae Recorder Recording Details Recording Details define how and what to record during a session These settings can vary for recordings within a study When you save a study configuration Recording Details are saved in the study configuration but you can change them for individual recordings as needed For example if you need to run one session without capturing screen text you can change that setting in Recording Details Recording Details QED ties File details Capture options Prompt for details Screen and PiP Defer Processing Screen text Keystrokes Recording start stop a P Mouse clicks Manually start Manually stop Task logger First Observer connected Observers Observers enabled AutoPilot AutoPilot disabled See also VY F Define Recording Details Get to Know the Recorder Interface Welcome to Morae Recorder Dialog Box Recorder Toolbar Create a Test Recording Study Details www techsmith com 12 Morae Recorder User Guide Video and Audio Sources Recorder Preferences How to Use Morae Recorder Study Details Study Details define the study information including study name tasks markers and surveys When you save a study configuration Study Details are saved in the study
16. Modify Recording Details 8 Save the study configuration file Add AutoPilot to a Study Configuration 1 Click Modify Recording Details to open the Recording Details dialog box 2 Inthe Recording Details dialog box click AutoPilot Recording Deti File Details Prompt tor Details Defer Video Prox Capture Optons Screen Video AutoPilot AutoPilot Disabled N Task Logger First Observer Connected 3 Select to Enable AutoPilot Enable AutoPilot 6 At end of recording Start a new AutoPilot recording automatically Password to exit AutoPilot exittest Leave blank for no password Timeout options Endsessionafter 10 minutes of inactivity 4 When you enable AutoPilot all other settings needed to run an AutoPilot session automatically change to provide the recommended configuration File Details Prompt for Details Capture Options Screen Video with PiP AutoPilot AutoPilot Enabled with Automatic Restart Task Logger 0 Changed settings turn yellow Dbsernerms Undo Changes Click for information on the Click m senda changed settings changed settings 5 Modify any other recording details and click OK 6 Save the study configuration file Run an AutoPilot Session The following is the step by step of how an AutoPilot session works 1 2 3 4 10 11 Open Recorder The Welcome to Morae Recorder dialog box opens Select Open a
17. Start the recording button Observer on Observer s toolbar Click the Start button in Recorder to wait for the start signal from Observer If you leave the Observer name field blank any Observer can start Recorder You need to return to the Recorder computer between recordings to click Start To avoid this additional interaction with Recorder see Automatically Restart Recorder AutoPilot Click the Start button to launch the AutoPilot interface Recording starts when the participant clicks Start after reading the study instructions in AutoPilot Recorder Start atart AutoPilot Start See also File Details Capture Options AutoPilot Settings Task Logger Settings Recorder Stop Settings Observer Settings VF YV YT F Automatically Restart Recorder Enable the Automatically restart Recorder checkbox to automatically restart Recorder after each recording using the same recording settings 3 The Automatically restart Recorder option does not work if you use the following Start and Stop options Manual start Time based start with a date specified Time based stop with a date specified Event based start on a mouse click To automatically restart Recorder 1 In Recorder click the Modify Recorder Details button The Recording Details dialog box appears 2 Click Recording Start and select the Recorder Start Setting 3 Enable the Automatically restart Recorder checkbox 4 Click File Details 5 Di
18. To disable all of the tip dialogs Recorder Choose Tools gt Preferences and remove the checkmark from the Show all tips option Manager Choose File gt Preferences and remove the checkmark from the Show all tips option You can disable an individual tip dialog by removing the checkmark from the Show tip again option in the lower left hand corner of the dialog box www techsmith com 5 Morae Recorder User Guide Welcome to Morae Recorder Install Morae Recorder on a computer to record a participant s experience including audio comments screen video and or camera video When recording the computer screen Recorder also captures all system activity including mouse clicks web page changes and other application information Recorder automatically synchronizes the video and the data creating a complete digital record of the user experience When recording from camera s only you can log the session with Recorder For more information on logging on the computer running Recorder see Log a Session See also How to Use Morae Recorder Get to Know the Recorder Interface Study Configurations Recording Details Study Details Video and Audio Sources Recorder Preferences F VY WVW F Rich Recording Technology Using Rich Recording Technology RRT Recorder creates a complete chronicle of the events that occur behind the scenes in applications and the operating system as well as the onscreen and keyboard ac
19. Video Size slider are approximate and actually video size may vary depending on your camera properties Framerate Select the framerate for the camera The value of Max depends on your camera properties F lf your captured video is choppy try lowering the framerate setting Full motion video Selects the recommended default camera video codec Windows Media Video Custom Selects a custom camera video codec compression Vv We do not recommend selecting this option unless you are an advanced codec user Video Opens the Video Compression Setup dialog box to browse through a list of available Compression codecs Setup For more information see Camera Video Compression Setup Restore Default Returns the options on this dialog box to the default settings Camera Video Compression Setup In the Video Compression Setup dialog box you can change your camera video codec selection and adjust compression quality and key frame rate Additional configuration options for the codec may be available by clicking the Configure button in the Video Compression Setup dialog box For more information on codecs see Codecs in Morae 3 The contents of this dialog box may differ and certain options may be disabled depending on the codec chosen Each codec has unique configuration options For more information about a particular codec s options consult the documentation from the company providing that codec The following table describes the Vi
20. are the same for all three Morae components on desktops and laptops Minimum Windows XP or Vista 2 0 GHz Pentium M 3 0 GHz Pentium 4 or equivalent processor 1 GB RAM or more Dedicated video card with at least 64MB of dedicated video memory PCI Express graphics DirectX version 9 0 or later Windows compatible sound card microphone and speakers Approximately 10 15 MB disk space per minute for recording and highlight video creation Networked computer with 10 Mbps Required for Observer Microsoft Windows compatible FireWire IEEE 1394 card for DV cameras Bluetooth capable computer or Bluetooth adapter Required for logging with a remote Wii Remote Required for logging with a remote Recommended Windows XP or Vista 2 0 GHz Core 2 Duo or equivalent processor gt 2 GB RAM or more Dedicated video card with at least 128MB of dedicated video memory PCI Express x16 graphics DirectX version 9 0c or later Windows compatible sound card microphone and speakers Approximately 10 15 MB disk space per minute for recording and highlight video creation Networked computer with 100 Mbps or higher Required for Observer www techsmith com 4 Morae Recorder User Guide Microsoft Windows compatible FireWire IEEE 1394 card for DV cameras Bluetooth capable computer or Bluetooth adapter Required for logging with a remote Wii Remote Required for logging with a remote Getting Help with Morae Several
21. at a lower image quality and create a smaller file size or quality compress at a higher image quality resulting in a larger file size Adjust the compression quality using the slider bar For higher quality move the bar to the right For lower quality move the bar to the left Key frame Specify how often to record a key frame We recommend that you accept the default value for every n the codec frames The codec places key frames at regular intervals either spacing them by number of seconds or number of frames Each codec has an optimized key frame setting Data rate Determine the number of bytes of data the codec transmits or receives in one second A higher KB Sec data rate results in better quality and larger file sizes If this option is available for the codec place a checkmark in the adjacent box and specify the data rate in Kb Sec Configure Set configuration options for the selected compressor For more information see Configure Video Compression Setup Configure Video Compression Setup The Configure button in the Video Compression Setup dialog box allows you to customize the compression settings for the video codec This table describes the TSCC codec Each codec has its own unique configuration options For information on each of those options consult the manufacturer s documentation Description and Use Compression Use the slider bar to choose faster compression resulting in a larger file size or better Contr
22. be installed Currently Microsoft is not distributing a standard Video for Windows version of this codec so you cannot install the codec from Microsoft s Web site However there are viable third party options that are very similar to Microsoft Mpeg 4 V2 such as the DivX codec DivX DivX is an advanced codec created and distributed by www divxmovies com DivX provides excellent compression with great quality comparable and often better than Mpeg 4 V2 For general information on this codec please visit http www divxmovies com codec DivX is an excellent alternative to those who do not have Microsoft Mpeg 4 V2 4 DivX is not supported for the Web cam recording in Morae DivX can only be used for the screen recording See also Full Motion Video Default Settings Lossless Video Default Settings Video Compression Setup Options Full Motion Video Default Settings Recorder Machine Settings button Manager Present tab gt File gt Produce Highlight Video The Full motion video option is the best choice for recordings created by Recorder and videos produced by Manager that contain a lot of real world motion For example use Full motion video if the recording includes a Picture and Picture PIP window or if you are recording a user interacting with a game or a similarly graphic intensive application Although lossless compression can be used with full motion content the resulting file sizes will be large The Full moti
23. be the same for all recordings in a study www techsmith com 22 Morae Recorder User Guide File Details Details Defined Deter Video Processing Capture O ptione Screen Video with PiP Summary of defined settings for this category Clicka WUG AutoPilot Disabled category to eas First Observer Connected access the ra ea settings ording Start Manual Start necording Stop Manual Stop Observers Observers Enabled File Details Recording name Patcpant 3 Recording folder C WsersWserName Documents Morae Description A Define settings for the selected Processing category in this area Prompt for file details when recording stops Password protect recording file Defer processing of recordings Allows you to immediately start another recording File Details Recorder gt Modify Recording Details button gt File Details www techsmith com 23 Morae Recorder User Guide The fields in the Recording File Details settings of the Recording Details dialog box define the recording name folder and description along with the file processing options See also Capture Options AutoPilot Settings Task Logger Settings Recording Start Settings Recorder Stop Settings Observer Settings F VV F Recording Name Recording Folder and Description Each recording rdg needs a unique name Define the file name location and description for a recording in one
24. configuration and must be the same for all i in a study tm ee ea te TT ee en a gy ee Study Details Modify Study Details Task definitions Marker definitions Task 1 0 Quote comment Task 2 x Error Task 3 H User needs help Task 4 O Observation face Survey definitions Task 1 Completion Survey Task 2 Completion Survey Task 3 Completion Survey Lave To start press Ctrl Alt Shitt Fo Tena caer nit tate th rama tye Ritter tt Sean spans an ote oat St See also Define Study Details Get to Know the Recorder Interface Welcome to Morae Recorder Dialog Box Recorder Toolbar Create a Test Recording Recording Details Video and Audio Sources Recorder Preferences How to Use Morae Recorder YEY YEU YVWV FO Video and Audio Sources Video and Audio Sources show the selected video and audio sources There is also an audio monitor and video preview to help you set up your session Video and Audio Sources are affected by the hardware connected to the computer when Recorder is opened www techsmith com 13 Morae Recorder User Guide Use the dropdown lists to select the Main video PIP l videon and audio sources Video and Audio Sources Click to open the PiP Logitech QuickCam Pro 5000 320 w240 cy Screen Video or et Camera Settings Audio Microphone Logitech Mic Pro 5 dialog box Audio Monitor Keep the maximum J level in the b
25. for more information about the various ways to customize the interface Adjust the View of the Recording Session Picture in Picture PiP Marker Definitions Window Adjust the View of the Recording Session To make it easier to view the recording you may need to adjust the way the video appears You can view the screen and or camera video being captured in several ways Normal View default Full Screen View Scale to Fit View Try the different views to find one that works well for your test You can adjust the view at any time prior to and during a recording Normal View default By default the interface opens in the Normal view This view shows the recording activity within a regular window The toolbar status bar menu bar Marker Definitions window and PIP window are visible by default ETE he i e Geer anf 00 01 16 FE q i n Bal Full Screen View The Full Screen view fills the entire screen with the recording and a floating toolbar appears To toggle the Full Screen view on off do one of the following Click the Full Screen button Use the lt Alt Enter gt hotkey Choose View gt Full Screen Full Screen View fima Leg Scale to Fit View If the recording is larger than the Viewing window choose the Scale to Fit view This view fits the entire recording into the Viewing window This option is available in both Normal and Full Screen view To toggle t
26. locate a file on your computer ja Open a saved study configuration Sample Study mrcfg 9 Ge Example Study mrctg iS New to Morae Been away awhile Watch the quick Recorder overview video 4 Click OK The study configuration opens in Recorder 5 Click Modify Study Details to open the Study Details dialog box 6 Inthe Study Details dialog box define the study details and click OK Vv If you modify study details new recordings will not automatically match recordings previously made using this study configuration You can merge these recordings later into a single study in Manager For more information see the Morae Manager Help 7 Click Modify Recording Details to open the Recording Details dialog box 8 Inthe Recording Details dialog box define the recording details and click OK 9 Choose File gt Save Study Configuration to save the study configuration See also Template Study Configurations Create a Study Configuration www techsmith com 21 Morae Recorder User Guide Define Recording Details Recording Details define how to record a session with Morae In the Recording Details dialog box define the following File Details Capture Options AutoPilot Settings Task Logger Settings AutoPilot Settings Recording Start Settings Recorder Stop Settings Observer Settings Recording Details apply to a specific test environment or participant set up Recording Details do not have to
27. merge recordings if you want them in the same study in Manager See the Morae Manager Help In the Marker Definitions tab use the following icons to modify the markers and score scores Button Click Add to create a new marker or marker score definition You can also click in an empty row to add a new marker or marker score definition Select a marker or marker score definition and click Edit to modify the marker color type and description or marker score definition You can also double click in a field to edit it Select a marker or marker score definition and click Remove to delete a marker or marker score definition You can also select a row and press Delete to remove a marker or marker score definition Select a marker and click Move Up to move a marker up in the list Select a marker and click Move Down to move a marker down in the list See also Marker Color Type and Definition Marker Scores Configure Wii Remote for Logging Recorder gt Modify Study Details gt Marker Definitions tab gt Configure Wii Remote Facilitators with only one computer or those who are working alone can mark important moments during the session easily and quickly using a remote to set markers and start or end tasks without disrupting the participant This frees up staff time allows for faster analysis and doesn t require network privileges at remote testing sites Having problems connecting Go straight t
28. number 3 Observers do not need to enter the high quality streaming port This is handled automatically by Recorder and Observer www techsmith com 17 Morae Recorder User Guide Connect to Recorder esa J Connection ei Recorder computer name or IP address HTI 375 v Browse Network Change Port lal yes Connection Port P eal Connection port 5555 Observer name Smith John Observer session options Connection por Arer Mute Audio es Audio is still recordes The connection port defined for all Observers must in the WMV match the connection port defined tor Recorder Z Save Session as WMV Please contact pour system administrator if you are Sopher E unsure of which port to use Cr Wsers 54 194 Sess New to Morae Bee Restore Default Watch the quick Obs EER Help Connec a oe T 6 Click OK to apply the selected port and return to the Connect to Recorder dialog box www techsmith com 18 Morae Recorder User Guide Study Configurations The ideas of the study and the study configuration are important to understand when working with Morae For information on working with study configurations see Template Study Configurations Create a Study Configuration and Modify a Study Configuration What Is a Study A study involves recording observing and logging multiple user research sessions analyzing the results and sharing the results with stakehold
29. of the following ways Before you record in the File Details settings After you create a recording if you use the Prompt for details when recording stops option Vv You cannot save a recording without a name You can lose the data from a recording if the test participant or anyone else closes the dialog prompting for these details after the recording stops For information on the processing options see Processing Define File Details before Recording If you choose to define the File Details before you record put information in these fields to name the recording file define the folder to save the recording and describe details about the recording optional File Details The name of this file will be Participant 3 rdg Recording name Participant 3 Recording folder C Users UserName Documents Morae Description In the screening survey this partidpant stated that she is an expert user of the product l You can view this descriptions later in Morae Manager TIP Include information useful to someone not present for the Processing session Prompt for file details when recording stops V Password protect recording file Defer processing of recordings Allows you to immediately start another recording OK cane Help www techsmith com 24 Morae Recorder User Guide Define File Details after Recording The recording is finished the Recording File
30. or the products or services referenced in the same View Your Notes and Markers Right After a Session After observing and logging a session you may want quick access to the notes and markers created during the session Use the following procedures to save and view your markers and notes Save Your Notes and Markers View Your Notes and Markers Save Your Notes and Markers 1 During a session enable Marker gt Prompt to save copy of log This option is enabled by default fa Morae Recorder Unnamed Recording Recording Control View Marker Help oy Prompt to save copy of log LEE my E E ko E l 2 Proceed with the session logging markers and notes When you stop the recording you are prompted to save your log 3 Browse to the location to save your log and click Save The file is saved as a text only file txt View Your Notes and Markers You can open your log as plain text in a program such as Microsoft Word or Microsoft Notepad or for easier viewing as a table in Microsoft Excel To open a txt file in Excel 1 Open Excel and choose m Windows Vista Office button gt Open m Windows XP File gt Open 2 Choose Text Files in the Files of type dropdown list ee All Ecel Files 2d aden 2dsm dsb adam dte dtm eds i Excel Files Cx da dsm dsb adam be dtm ads da All Web Pages btm Atml mht mbt AML Files xml Access Databases mdb mde acedb accede
31. resources are available to help when you run into questions or problems with Morae Morae Help Files Each of the Morae components has its own Help file Recorder Observer and Manager s Help files contain detailed information describing how to use Morae Access the Help files through the Help menu or Help buttons found in the user interface 9 To open a help topic for the screen or area you are currently using press lt F1 gt on your keyboard Morae Learning Center For additional help videos and tutorials see the Morae Learning Center TechSmith Technical Support We provide help with Morae installation related issues at no cost If you experience problems installing Morae search our Knowledge Base If you don t find your answer there use the Contact Support tab in the Knowledge Base to send your question to TechSmith Technical Support TechSmith Web Site Additional support resources are available online at TechSmith s website Balloon Tips and Tip Dialogs Morae provides balloon tips in Manager only and tip dialogs in Manager and Recorder Both types of tips contain helpful information and recommendations related to the task you are trying to complete Balloon tips appear only the first couple of times you complete a particular task and then they automatically stop appearing To reset the balloon tips choose Help gt Reset Balloon Tips Tip dialogs always appear unless you disable one or more of the dialogs manually
32. saved study configuration and open your saved AutoPilot study configuration Click the Record button AutoPilot starts and displays the study instructions The participant clicks Start Exit Session Progress 0 5 You will perform a series of tasks on TechSmith com You are viewing a website for information Follow the instructions for jeach tasks and perform the task as you would if you were doing this task for yourself When you are ready to begin dick Start IPlease think out loud while you work The first task displays The participant reads the task and clicks Start Task Recorder automatically starts the first task The AutoPilot window collapses and the participant works on the task The participant can click Show Instructions to view the task instructions for the task Progress 1 5 rie at cere End Task Show Instructions Exit Session Please find the home page for TechSmith Corporation The participant finishes the task and clicks End Task Recorder automatically ends the task lf there is a survey associated with the end of the task it displays before moving to the next task The participant finishes the survey and clicks Done The next task displays This process continues until the participant reaches the end of the test After the participant clicks End Task for the final task if there is a survey associated with the end of the test it displays n lia Frefua Please complete
33. survey ng vber hennth com gys Based on YOu aksa eapeience wih all ie ilaaha piace arawe Nie TOiDarg quests Eo 41 think that would like to use this system frequently 2 4 a Agree 12 When the final survey is complete a thank you message appears The participant clicks OK to end the test 13 If you have enabled the Start a new AutoPilot recording automatically option a new test will appear and start recording when the participant clicks Start songi Digagres hurd 3 To exit the automatic restart and return to Recorder click Exit Session If prompted enter the password set in the Recording Details Create Handouts With the help of the Morae Add In for Word you can use a study configuration to create paper handouts for your sessions To create session handouts from a study configuration 1 In Recorder create a study configuration making sure to enter the Study Instructions and Task Instructions in the Study Details dialog box 2 Save the study configuration 3 Open Microsoft Word and the Morae Task Pane In Word 2008 click the Show Morae Wnd bution in the Word toolbar to open or close the Morae Task Window In Word 2007 by default the Morae Task Pane opens with Word Open or close the Morae Task Pane with the check box in Add Ins tab gt TechSmith Morae group 4 Inthe Morae Task Pane click Browse to locate the saved study configuration file mrcfg 5 All availabl
34. t Sti 3 Recording Details Modit Aerona Detaale File details Capture options Prompt for details Screen and PiP Screen text Recording start stop aiia Hanani snr iat KeySlrones Manually stop Mouse clicks ke TE Observers ke rn Ghsenvers enabled irst server connecte Autopilot AutoPilot disabled 6 Study Details Motif study y Details Task definitions Marker definitions Task 1 Q Ouobe comment Task 2 KX Errol Task 3 H User needs help Task 4 O Observation Survey definitions Task Completion Survey Task 2 Completion Survey Task 3 Completion Survey owt To start press Ctrl Alt Shift F9 Recorder Toolbar Quickly access common Recorder functions For more information see Recorder Toolbar Record Button Click to start a recording Recorder provides flexible options to start Recorder depending on your equipment and participant setup For more information see Recording Start Settings and Recording Stop Settings Recording Details Preview the selected Recording Details Click Modify Recording Details to define how to record sessions For more information see Define Recording Details Video and Audio Sources View and select the sources for the main video Picture in Picture PiP video and www techsmith com 8 Morae Recorder User Guide audio For more information see Video and Audio Sources Audio Monitor View and adjust the audio level For more information see Adju
35. the recording By default Recorder waits 60 seconds 3 Click OK See also www techsmith com 37 Morae Recorder User Guide File Details Capture Options AutoPilot Settings Task Logger Settings Recording Start Settings Recorder Stop Settings FF V F www techsmith com 38 Morae Recorder User Guide Define Study Details Study Details define the study including the study name session instructions tasks markers and surveys In the Study Details dialog box define the following Study name description and instructions Tasks definitions and instructions Marker definitions and instructions be Survey definitions and associations The study specific information defined in the Study Details dialog box should be the same for all recordings in a study 3 If you modify study details new recordings will not automatically match recordings previously made using this study configuration You can merge these recordings later into a single study in Manager For more information see the Morae Manager Help See also Configure Wii Remote for Logging To Define a Task To Define a Marker Create a Survey Using Custom Questions Create a Survey Using System Usability Scale Questions www techsmith com 39 Morae Recorder User Guide Define the Study Description Modify Study Details gt Description tab File gt New or Open gt Study Configuration gt Modify Study Details gt
36. to move the entire region Click Select Region in the Region Selection dialog box Click and drag to select a region After you select the correct region click Record in the Region Selection dialog box to begin recording See also Choose Video Sources Examples Choose Audio Source Modify Video Settings Camera Video Settings V Choose Audio Source Use the dropdown list to select from the various audio sources or choose not to record audio You can also use the Adjust Audio Level to view and adjust the audio level Audio Microphone USB Audio Device Use the dropdown list to select the audio source You have the following options gt None Do not record audio Audio Devices Select from the available audio devices including stand alone microphones computer sound cards and camera microphones Adjust Audio Level Use the Audio Monitor to view and adjust the audio level Use the following to help you adjust the audio level Before each recording create a test recording to verify audio levels The monitor peaks around the blue to red transition Good Audio Level Leave the slider in the current position The monitor peaks in the left end of the blue area Low Audio Level Move the slider in the right The monitor peaks in the red area High Audio Level Move the slider in the left Modify Video Settings Click Modify screen video camera settings to adjust the
37. video settings The exact settings available depend on the video sources you select See also Screen Video Settings How to Choose the Recording Compression Camera Video Settings Screen Video Settings In the Screen Video dialog box choose the compression and performance options that match your recording situation 3 The Screen Video options apply to the capture of screen video only and not to the video input from a camera Need help choosing a compression options See How to Choose the Recording Compression The following are the settings available when you use screen as the main video source Description and Use Lossless video Provides the best quality video recording for most situations If your screen video recommended contains full motion such as video playback this option may increase recording file size Full motion video Provides good quality with full motion recordings while keeping the recording file sizes down Custom Select a custom codec compression advanced 3 We do not recommend selecting this option unless you are an advanced codec user Video Opens the Video Compression Setup dialog box with a list of available codecs You Compression can also adjust any compression settings Setup For more information see Screen Video Compression Setup Options Frame rate Enter the frame rate in frames per second The default setting is five frames per second We recommend keeping this default Disa
38. 3 Navigate to and select the log file and click Open 4 Amessage appears that Excel does not recognize the file format Click OK to continue 5 Follow the steps in the Text Import wizard The Text Wigesred his determmmed thal ror dala in Delriimi If thee correct de Newt of dowe lha date tepe that best desoibes pour dain Choose the Se type thet bert deportes your Gata t a irman d mi 2 oe Pte ed Ba ae Phe screen bets poy cet the Hebriters yur cata giare Yogen qen how yas text affected in the reves Coun date format 2 Tema ppap i uee values queers ie ver tp cates ard af o Tet ns O age Ope M De polppai ckan abies TREES TAFE Stact Eomk Etapt Teer Baa cask The log opens in Excel View Recording Details View gt Recording Details The Recording Details dialog box displays data about the current recording session Recording Details read only Recorder Screen Width A0 Height 460 Color Depth 16 bits Recorder Frame Rate 10 0 framesfsecond Recording File Name Unnamed Recording Recording Description Start Configuration Manual stop Configuration Manual See also Get to Know the Log Quick Tips for Logging a Session Markers Tasks Surveys F Customize Logging for the Session To help you view the recording more easily Morae allows you to customize how you view and log a session See the following topics
39. Morae Recorder User Guide Release 3 1 Morae Recorder User Guide Welcome to Morae Morae is the premier software for deeply understanding customer experiences and sharing those insights clearly and powerfully From usability testing to focus groups and beyond Morae helps you transform designs and marketing to make things people love Want to test your design Morae makes it easy to pinpoint usability problems in software applications websites prototypes or mobile devices Install Morae on a laptop to test at a conference or in the field The software captures every nuance of your testing session See the look on a participant s face hear the frustration in her voice and discover hidden problems in your product or site Search across recordings automatically calculate and graph standard metrics and more Doing market research Use Morae with up to two video cameras to record a focus group or in depth interview Type notes and flag important moments as you go all your observations are indexed to the digital video on your hard drive eliminating hours of tedious work When it s time to present your findings simply drag and drop video clips to produce a highlight reel Export charts screenshots and videos in standard formats or send them directly to Microsoft Office with a click Work faster more flexibly and deliver stronger results with Morae Morae consists of three applications Morae Recorder Morae Observer and Mo
40. Recorder Y F VY PV F Change the Communication Ports In some cases Recorder and Observer cannot connect on the default communication ports of 5555 and 8080 In this case the study configuration in Recorder and the communication port in Observer must be set to an alternative port number 34 If you change the main communication port in Recorder all observers must set the same port to connect Make sure to give the port number to all potential observers Observers do not need to know the high quality streaming port number To use alternative ports www techsmith com 16 Morae Recorder User Guide Contact your system administrator to determine which ports to use In Recorder select Tools gt Preferences When the Preferences dialog box opens click Change Ports Enter the port numbers in the fields Change the ports only if the defaults will not work for A your network If you change the main communication i port here all Morae Observers must set their port to match or they will be unable to connect oe o Please contact your system administrator if you are unsure of which ports to use Communication Ports Main communication port FIT High quality streaming port 9090 Restore Defaults Cancel Help 3 Click Restore Default to return to the default communication ports 5 Open Observer In the Connect to Recorder dialog box click Change Port Enter the new main communication port
41. Rollover for Long Recordings The maximum size for a recording rdg file is approximately 600 MB the size allowed on a CD ROM If a recording is long or less compressed depending on your codec selections it may exceed the 600 MB file size If this happens Recorder creates rollover files so the recording can continue to be stored in 600 MB parcels The first rollover file has the extension r02 and subsequent files are numbered in sequence When you have finished recording you need to move the rdg file and all of its companion rollover files together in a folder that Manager can access When you import the rdg file into a project Manager automatically collects all of the associated rollover files 3 If you do not move all of the rollover files to a common folder with the rdg file Manager cannot import the recording Moving Recorder Files During recording always record to the hard drive of the Recorder machine Recording over a network is not recommended because if the network gets busy the recording can t stream the data fast enough resulting in file corruption or failure Morae recording files may not fit on smaller removable storage disks such as floppy or zip disks If you record frequently recording files may begin to consume hard drive space After the recording is completed you have several options for saving and moving the recording files from the Recorder machine to a location accessible for Manager If Ma
42. When the task logger connects to Recorder the Observer name must match the name designated in Recorder Task Logger Settings Recorder gt Recording Details Log tasks with Observer Ci First Observer connected Designate task logger Assign a specific Observer connection name to log tasks John Smith Connect to Recorder Observer gt Connection gt Connect Connection l i Recorder computer name or IP address 10 10 20 2 Browse Network Tha designated Connection port 5555 g PASK kigger wame A Observer name must match the name entered in Observer See also Task Logger Settings Who Should Be The Task Logger Designate Who Sends Surveys You may want to allow only the task logger to send surveys to the recording computer Select Task logger only to make sure that post task surveys are sent only after the task is complete To designate who can send surveys Enable Any Observer to allow all observers to send surveys during a session Enable Task logger only to allow only the task logger to send surveys during a session Send surveys with C Any Observer Task logger only www techsmith com 33 Morae Recorder User Guide Recording Start Settings Recorder gt Modify Recording Details button gt Recording Start Recorder provides flexible options to start Recorder depending on your equipment and participant set up The following table describes
43. again to re dock ourvey Task 2 Completion Survey Send Survey Kj p Ale m Erd Task Alt E Paie Marke Type Stare Tam Tre a ET Sew Task 1 0 00 18 Logs Task 2 ht Pound it but if wet bough A zaban Taek i 02 11 re ee i Unable to find the right patty Log markers fo Task 1 0 02 06 00 01 52 RESET E Task begn g Tesk 1 0 00 45 Wa Q Cancel E i l Task 2 0 00 53 1 l ae Dh it wees might there Hawd I reise feat OGuote comment start pause end or restart tasks Select task or marker scores Enter optional notes Quick Tips for Logging a Session There are several different ways to log markers Review Different Ways to Log a Marker m Only the task logger can view and log tasks See How to Log a Task You can rearrange the columns in the log in the most convenient order for you During recording you can go back and edit previously logged markers Once you end a task you can change which task it is logged as You can however change or update the note or score associated with the task You can only change the task after you import it into Manager The markers and tasks defined in the study configuration are available to log See Define a Study Configuration in Recorder for information on setting up a study configuration If you are on your own to facilitate and log a session you may want to Log with a Wii Remote Log marker
44. and task scores to use in Manager during analysis For example if you log marker scores you can create a graph that automatically calculates error severity rate While you can add markers tasks and scores in Manager after importing the recording you will save time by logging tasks and markers during a session You can save a copy of the Log after each session as a txt file to print or open in other applications i e Microsoft Excel See View Your Notes and Markers Right After a Session See also Get to Know the Log Markers Tasks Surveys View Recording Details F Markers Use markers to quickly log important points in a recording During analysis you can quickly find and review the markers to identify points of interest You can set an unlimited number of markers in a recording Markers are recording specific defined in the study configuration and all observers for a recording use the same set of pre defined markers to work with During recording you can go back and edit previously logged markers and tasks You can also edit or add markers tasks or scores in Manager after importing the recording Different Ways to Log a Marker When you see a point in the recording to mark do one of the following to log a marker Choose lt Ctrl letter gt on the keyboard This only works for markers that are defined in the study configuration Choose lt Ctrl Spaces on the keyboard to insert an undefined marke
45. ault output folder Defines where to store recording files This is a global setting for Recorder all recording files are saved in this folder By default the folder is C My Documents Morae folder on the Recorder source computer system Temporary output folder Defines the folder that temporarily holds Recorder output during recording The temporary files are automatically deleted when the output file is written 3 We recommend using a local drive for temporary file storage Choosing a temporary directory located on a network drive may cause performance problems Recorder hotkeys Defines the hotkey combination to start and stop Recorder and to deliver a survey to participants from the keyboard Start stop Recorder hotkey Choose any combination of Ctrl Alt Shift and any of the keys available in the dropdown menu to create a custom hotkey to start and stop Recorder The default hotkey combination is lt Ctrl Alt Shift F9 gt Display survey hotkey Choose any combination of Ctrl Alt Shift and any of the keys available in the dropdown menu to create a custom hotkey to deliver a survey to participants The default hotkey combination is lt Ctrl Alt Shift F8 gt The F12 key cannot be selected alone as a hotkey www techsmith com 15 Morae Recorder User Guide Observer Communication Ports Shows the currently selected communication ports for communicating with Morae Observer amp The port defined for Observer m
46. because TSCC is designed specifically for this type of content mostly large solid blocks of color When creating a 10 second video with the tree image used earlier the TSCC compressed video was nearly 60 larger than the Microsoft Video 1 compressed video Microsoft Mpeg 4 V2 The Microsoft Mpeg 4 V2 codec is very effective at compressing most types of video but sometimes with notable quality loss This codec however often produces the smallest file sizes when working with real world video such as the tree image or when recording applications with many gradients or dithered images Microsoft Mpeg 4 V2 is also ideal for any application that contains a lot of movement on the screen However this codec s results in lower quality While this can be controlled through the quality settings the loss may sometimes be much more pronounced than a codec like Microsoft Video 1 While Mpeg 4 V2 may have more quality loss than other codecs it compresses well When using Mpeg 4 V2 to compress a 10 second video of the tree image the file size was 37 of the size of the TSCC compressed video and 45 of the size of the Microsoft Video 1 compressed video Mpeg 4 V2 is the ideal codec for real world images gradients and dithered images Unfortunately Microsoft Mpeg 4 V2 is not always distributed within Windows Most systems should have this codec available for use but not all may If Microsoft Mpeg 4 V2 is not listed as a codec on your system it may not
47. before they begin a session You can also pull these instructions into Microsoft Word to create handouts if you are not using AutoPilot to run your session Put information in this field to describe the scenario or any special instructions for the participant See also Define the Study Tasks Define the Study Markers Define the Study Surveys www techsmith com 40 Morae Recorder User Guide Define the Study Tasks The fields in the Task Definitions tab of the Study Details dialog box define the task names descriptions instructions and success scores You can open the configuration in the Morae Add In for Microsoft Office Word and drop the task definitions and instructions into a Word file to create handouts for participants See Create Session Handouts for more information For information on working with tasks and success definitions in the Task Definitions tab see Modify Task and Success Score Definitions To Define a Task Click Add to create a new task K2 Enter a name and description for the task Enter participant instructions for the task Click OK www techsmith com 41 Morae Recorder User Guide xi l Use waw google com to find additional resources for PEE MEE ap Sra fan Snogit Identify which ones are created by TechSmith Completed with difficulty Fated to complete tai ve g Hover over the Defined link to see a preview of the i i E
48. before you can use it again Follow the same instructions given above to connect the Wii Remote Troubleshooting The Wii Remote does not appear in the list of available Bluetooth devices to choose from The Wii Remote is not broadcasting Make sure that it has batteries installed When you hold the 1 and 2 buttons down some or all of the LEDs should begin flashing If they do not consult the manual that came with your Wii Remote The LEDs must flash during the entire connection process A dialog appears asking me to restart my computer This occurs if you have Morae open when connecting to the Wii Remote Windows cannot replace drivers that are currently in use by Morae to talk to the Wii Remote You should select the Restart Later option as it is not necessary to restart your session A notification with a red X appears telling me the drivers could not be installed and the Wii Remote then turns off This may happen if Morae is already open Close Morae and then follow these steps 1 Open the Bluetooth device dialog box Select the Wii Remote from the list of peripherals and then select Properties Press and hold the 1 and 2 buttons on the Wii Remote as above then select Services Select Drivers for keyboard mice etc and click OK If a notification appears with a green check saying that the drivers were installed you may release the buttons on the Wii Remote and start Morae Otherwise you should start the connection proce
49. ble display Disables hardware acceleration during recording Checking this box generally results acceleration in better screen video recordings during capture Remove desktop Disables any desktop wallpaper on the Recorder computer Checking this box wallpaper during generally results in better compression of recording files and better system capture performance Restore Default Restores the screen video options to the default settings Screen Video Compression Setup Options In the Video Compression Setup dialog box you can change your screen video codec selection and adjust compression quality and key frame rate Additional configuration options for the codec may be available by clicking the Configure button in the Video Compression Setup dialog box For more information on codecs see Codecs in Morae 3 The contents of this dialog box may differ and certain options may be disabled depending on the screen video codec chosen Video Compression Setup Ez Compressor TechSmith Screen Capture Codec Configure hi V Key frame every 30 fames Data rate cane Each codec has unique configuration options For more information about a particular codec s options consult the documentation from the company providing that codec The following table describes the Video Compression Setup dialog box Option Description Select the codec from the dropdown list Compression Configures the codec to compress
50. camera as either the main or PiP video source Camera Tab Option Flip the video vertically horizontally or both Camera Opens the Camera Properties dialog box to adjust various aspects of video quality such Description and Use Properties as brightness contrast sharpness RGB values etc For more information see Camera Properties Options Main Camera Opens the Camera Video Format dialog box to adjust variables such as frame rate and Video Format output size For more information see Camera Video Format Camera Properties Options The camera manufacturer provides the information in Camera Properties dialog box and the options available in the dialog box vary In general you can adjust various aspects of image quality such as brightness contrast gamma sharpness RGB values and exposure F The preview in the Main Camera Settings dialog box updates so that you can immediately see how the settings affect the video For more information about the options in the camera Properties dialog box consult the camera manufacturer We recommend using the default settings for your camera The defaults are optimized to give you the best overall video quality Camera Video Format In the Camera Video Format dialog box select the size of the video the framerate and the codec Option Description and Use Video Size Use the default sizes or lower the size for smaller video and file size amp The dimensions given with the
51. cording The effects appear when you import the recording in Manager See also Main Video Source and Picture in Picture Data Data Define which kinds of data you record Choose to capture or exclude Mouse clicks Keystrokes Screen text www techsmith com 29 Morae Recorder User Guide By default Recorder captures all of this data If you are dealing with sensitive or proprietary information you may need to exclude some data from capture For example if the test deals with user names and passwords you can choose to exclude keystrokes By excluding keystrokes the recording will not capture the password See also Main Video Source and Picture in Picture Mouse Video Effects AutoPilot Settings The checkboxes in the AutoPilot Settings of the Recording Details dialog box define if and how you want to use AutoPilot AutoPilot Settings Z Enable AutoPilot Required information missing At end of recordin 5 5 taskis are missing instructions Start a new AutoPilot recording automatically Instructions are necessary for Password to exit AutoPilot successful AutoPilot use exit test Help me setup an AutoPilot test Leave blank for no password Timeout options Vl End session after 10 minutes of inactivity What is AutoPilot Use AutoPilot to present study and task instructions onscreen to participants Use to Conduct unmoderated sessions Log tasks and present surveys automatically
52. cording File Recovery Options Morae Recorder COM Server F Commonly Used Codecs TSCC is optimized for desktop screen video where video quality is important There are many codecs designed to compress real world or full motion video Morae can take advantage of any standard codec TechSmith Screen Capture Codec TSCC The TechSmith Screen Capture Codec TSCC is the default codec used for recording screen video TSCC compression is lossless and provides the highest quality and smallest file sizes for low complexity screen content like typical office style application content The TSCC does not compress video that includes a Picture in Picture PIP window or if you are recording a user interacting with a game or a similarly graphic intensive application well In some cases such as video from a camera the file sizes of the recordings may be close to that of an uncompressed video We do not recommend using TSCC to compress the webcam video in Morae Microsoft Video 1 Microsoft Video 1 is a standard video codec that comes with Windows and provides mid range compression with a relatively small amount of quality loss Microsoft Video 1 is lossy and does not compress videos as well as some of the newer video codecs such as Microsoft Mpeg 4 V2 or in some situations TSCC Using the image below displayed in a video for 10 seconds the TSCC compressed video was almost half the size of the video compressed with Microsoft Video 1
53. ctual recording session When the 15 second test recording is complete the screen video camera video Picture in Picture PIP and or audio streams immediately play back The test playback confirms if Recorder is accurately capturing the video and audio This test also silently checks the other configuration settings chosen 3 A Test Recording does not confirm Recorder Start and Stop Option settings If you are satisfied with the test recording and have not received any error messages you can proceed to record with those settings To Run a Test Recording 1 Click the Test Recording button in the Recorder toolbar 2 A dialog box appears asking if you want to continue with the test recording Click Yes 3 Recorder minimizes to a tray icon The test recording begins immediately and proceeds for 15 seconds www techsmith com 11 Morae Recorder User Guide If you maximize Morae Recorder you see a recording message appears in the Camera Preview pane and the status bar confirms a recording is being made 4 During the test recording create some sound and activity for Recorder to capture i e speak into the microphone and actively interact with the computer 5 At the end of the 15 seconds the test video plays back and includes the screen video camera video PIP and audio from the temporary test file When the playback is complete the window closes automatically The test recording is not saved for later viewing See also Get to
54. d there are three ways to record silently Record Silently by Automating Repeated Recordings Record Silently from the Command Line Record Silently with the Recorder COM Server Record Silently by Automating Repeated Recordings You can automate the recording process to restart Recorder without human intervention With this option Recorder s interface never appears allowing you to record silently For more information see Defer Processing of Recordings Record Silently from the Command Line You can use a command line option to silently launch the Recorder application load a study configuration and begin recording When you use the command line option the interface for Recorder never appears The order of command line arguments is path to Recorder exe path to the configuration file start For example C Program Files TechSmith Morae MoraeRecorder exe es Moraea My Con a ae e e Stare 3 The path to both the MoraeRecorder exe and the configuration file must be in quotes Arguments must be separated by a space The start argument must NOT be placed in quotes You can create a shortcut for this command line option To create a shortcut to the command line Locate the MoraeRecorder exe Right click on the MoraeRecorder exe and choose Create Shortcut Right click on the shortcut you created and choose Properties On the Shortcut page of the Properties dialog the Target f
55. deo Compression Setup dialog box Option Description Select the codec from the dropdown list Compression quality Key frame every n frames Data rate KB Sec Configures the codec to compress at a lower image quality and create a smaller file size or compress at a higher image quality resulting in a larger file size Adjust the compression quality using the slider bar For higher quality move the bar to the right For lower quality move the bar to the left Specify how often a key frame is recorded We recommend that you accept the default value for the codec you have chosen 4 The codec places key frames at regular intervals either spacing them by number of seconds or number of frames Each codec has an optimized key frame setting Determine the number of bytes of data the codec transmits or receives in one second A higher data rate results in better quality and larger file sizes If this option is available for the codec place a checkmark in the adjacent box and specify the data rate in Kb Sec Configure Set configuration options for the selected compressor For more information see Configure Video Compression Setup Configure Video Compression Setup The Configure button in the Video Compression Setup dialog box allows you to customize the compression settings for the video codec This table describes the TSCC codec Each codec has its own unique configuration options For information on each of those o
56. ding Session Marker Definitions Window Marker Definitions Window The Marker Definitions window displays the markers defined in the study configuration that you can use to log events and tasks during the recording To log a marker click a button in the Type column Marker Definitions read only E _ Type Definition m quote comment User needs help Observation Participant prompted Video clip 3 The Marker Definitions window is visible by default To hide the marker definitions choose View gt Marker Definitions See also Adjust the View of the Recording Session Picture in Picture PiP Troubleshoot Observer to Recorder Connection Issues Trouble connecting to Recorder Here are some answers to common questions cannot establish a connection between Observer and Recorder What should I do got disconnected during a session What should do My video is lagging behind the test Can I make the video play in Observer in real time We cannot use the default Main Communication Port Can I change it cannot establish a connection between Observer and Recorder What should do If you cannot connect check the following items Is Recorder installed and open on the recording computer Is the Recorder computer name or IP address entered in the Connect to Recorder dialog box correct lf the computer name does not work use the full domain name or IP address For information on finding the compu
57. e ava Change the Morae Player Background Colors from the Command Line You can change the background color for the video files displayed in Morae Player The background color only shows when the video playing does not fill the entire frame For example if the player is maximized while a 360x240 video is playing the background color fills in around the edges of the video By default the background is black To change the background color you must specify a color argument with the syntax RGB r g b where r g and b are the red green and blue components of the color respectively Values for r g and b are in the range 0 to 255 For example RGB 0 0 0 black RGB 255 255 255 white RGB 0 0 255 blue RGB 255 0 255 teal green RGB 128 128 128 dark gray VF FY How to determine the RGB values for a color You can use Microsoft Paint to locate RGB numbers by following these steps 1 Open Microsoft Paint 2 Double click on the paint box to open the Edit Color dialog box Click on the Define Custom Colors button The Custom Color palette appears 3 Click on acolor in the color grid The spectrum appears along with the RGB color code Find a color and read the RGB values from the boxes below the color spectrum 5 Enter the RGB code in the command line a Recording File Recovery Options If you experience a crash during recording Recorder has a file recovery feature that helps determine if the data recorded pri
58. e Player is a single exe file that does not need any setup nor does it use the registry or any configuration files Command line options allow Morae Player to be invoked in various ways from CD ROMs multimedia authoring tools and scripting languages or batch files The command line options are listed in Morae Player Command Line Customizations Morae Player only plays AVI video files Morae Player has built in support for the TechSmith Screen Capture Codec TSCC This means that an AVI encoded with the TSCC codec always plays in the Morae Player even if the TSCC codec is not installed on the system Any other audio or video codecs required by the AVI file must be installed before Morae Player can play the video Morae Player does not setup any shell associations to become the default AVI player Morae Player Playback Controls Morae Player System Requirements To run Morae Player your system must meet the following requirements Microsoft Windows 98 Me NT 2000 XP or later version Windows compatible sound card and speakers recommended 360 KB of hard disk space for program installation be Basic Windows multimedia and AVI file support must be installed This is normally installed by default with Windows The standard Windows MCI Microsoft Video for Windows must be installed To check if the Windows MCI Microsoft Video for Windows is installed 1 Choose Start gt Control Panel gt Sounds and Audio Devices gt
59. e feature The first time you open a component after installation you are asked if you want Morae to check for available upgrades on the TechSmith site To manually check for an upgrade choose Help gt Check for Upgrade gt Check Now To change the settings for the automatic Check for Upgrade choose Help gt Check for Upgrade gt Settings The Check for Upgrade Settings dialog appears The following options are available in all three components of Morae Enable automatic check for upgrade Morae automatically checks for available upgrades If you disable this option Morae does not check for upgrades Days between checks Define how often you want Morae to check for available upgrades by entering the number of days Prompt before checking for upgrade Morae displays a dialog asking whether you want to check for available upgrades If you disable this option the Check for Upgrade runs silently in the background without prompting you Restore Default Returns the settings in this dialog to the default values See also How Rich Recording Technology RRT Works Morae Player Recording File Recovery Options Codecs in Morae Morae Recorder COM Server F Morae Player oe Start gt All Programs gt Morae gt Morae Player Morae Player is a standalone video player optimized for playing screen recordings Morae Player always plays videos at 100 of their original size so that they remain readable Th
60. e study components open in the Morae Task Pane Click and drag the task Instructions and surveys to the open Word file ce AR A MS A OT AE _ Morae Task Pane x Morse Project FI w Browse Example Project 1 Pim zl Male J 2 Please indicate your age range 18 25 26 35 3650 Fe 151 65 65 3 Please rate your experience with the Internet f VeryNew i 2 a 4 5 d PEENE EROE 6 Add page breaks and text formatting as needed 7 Save and print the handouts Study Components Available in the Morae Add In for Microsoft Word Click here and drag a table of the task definitions and success score scale Click here and drag study and task Instructions Click and drag an Image Clip from your recording Partic tant Play J Click and drag a survey There IS a Separate icon for each survey defined in the study Click and drag a table of marker definitions and scores Log a Session When recording only camera video you are able to log on the computer running Recorder You can log markers marker scores and add text notes to save with the recording file You can set up the Study Configuration to allow the person logging with Recorder or an Observer to logs tasks and task scores At the end of a session the tasks and task scores are saved with the recording The components used when loggi
61. ere participants can select one or more of the answers and if you want to include a freeform comment 3 You can add a freeform answer to the Select one or more answers custom questions Survey Question Question type h 9 t select one familiar with select all that apply rs Ww PC Select one or more 3 Mac C Freeform answer only C Unux Question fselect all that apply Answers cje Seale What kinds of computers are you Indude freeform comment Freeform Question For a Freeform question in a custom survey you can define the question and have the participants enter a text answer or ask for participant comments Survey Question ex OQueston type O Scale Do you have any final thoughts about E this product Ci Select one or more Freeform answer only Queston Video and Audio Sources The Video and Audio Sources pane allows you to view and select the sources for the main video Picture in Picture PiP video and audio You can also adjust the audio level and preview the selected video sources Vv Video and Audio Sources are affected by the hardware connected to the computer when Recorder opens Always verify the selected sources prior to recording start Use the dropdown lists to select the Main video PIP video and audio sources Video and Audio Sources Click to open the PIP Logitech QuickCam Pro 5000 320 w240 Cs
62. ers In Morae recordings in a study share a common study configuration file mrcfg which includes the Study Details tasks markers and surveys Because the recordings in a study use the same configuration you can compare and analyze the recordings in Manager For example when all the sessions use the same tasks you can compare the time it took to complete a task across multiple participants You can search for tasks markers events and more across all recordings in a study To make sure that all recordings have the same Study Details define and save a study configuration prior to recording any sessions 3 lf you need to combine recordings with different configurations into a single study you can merge the recordings in Manager You can also choose to have more than one study in a single Manager project file See the Morae Manager Help for more information What is a Study Configuration A study configuration file mrcfg defines study specific information including Study Details and Recording Details Vv Only recordings with the same study configuration can be searched and graphed together in Morae Manager Study Details must be the same for all recordings in a study and include Study name description and instructions Tasks definitions and instructions Marker definitions and instructions Survey definitions and associations Recording Details do not have to be the same for all recordings in a study and include
63. fault configuration See also Commonly Used Codecs Full Motion Video Default Settings Lossless Video Default Settings Morae Recorder COM Server Morae Recorder supports an out of process COM server that gives you access to many of its powerful recording features This functionality can be accessed though any programming environment that supports COM These include Visual Basic Visual C C Visual Studio Net Delphi and C Builder The COM Server is built into Morae Recorder To start using it 1 Install Recorder This automatically makes the COM server available to other applications 2 Next read the Recorder COM Server documentation This documentation is located in the Recorder COM server folder on the Recorder installation CD The Recorder COM Server documentation can also be downloaded as a PDF from the TechSmith Web site 3 Finally examine and try out the sample programs also included in the Recorder COM server folder on the Recorder installation CD Following these steps should quickly give you the information you need to begin developing with the Recorder COM Server See also How Rich Recording Technology RRT Works Check for Upgrade Settings Options Morae Player Recording File Recovery Options Codecs in Morae F Record Silently With Morae Recorder you can start and stop a recording without showing the interface on the participant s desktop This is called silent recording an
64. file for the current recording is stored in the Folder location defined in the study configuration If you did not specify a folder in the study configuration recording files are saved in a default output folder on the Recorder computer To view or change the default output folder location choose Record gt Machine Settings gt Preferences tab Depending on the storage medium or your network configuration you may have to take additional steps to ensure that Manager can access the recording files when you are ready to import them For more information see Moving Recorder Files Recording File Processing and Verification After you complete a recording there is a delay while the recording file is written out Once the file is written out there is another delay while it is automatically verified by Recorder During verification Recorder examines the file to verify it has been written without any errors If an error is detected Recorder notifies you and gives you the option to either repeat the writing out process or to delete the recording If you do not want to wait for file processing and verification to occur between recordings use the batch processing feature For more information see Batch Process Recordings
65. ged using AutoPilot See also Create a Study Configuration Modify a Study Configuration Create a Study Configuration 1 Open Recorder The Welcome to Morae Recorder dialog box opens 2 Select Create a new study configuration based on 3 Select a template study configuration from the dropdown list Welcome to Morae Recorder BES To record you must create or open a study configuration Study configuration The study configuration defines the markers tasks and surveys for your study Default Study Focus Group Hardware or Mobile Device Study Paper Prototype Study ani Unmoderated Usability Study Open a saved study configuration 4 Click OK The template study configuration opens in Recorder 5 Click Modify Study Details to open the Study Details dialog box www techsmith com 20 Morae Recorder User Guide In the Study Details dialog box define the study details and click OK Click Modify Recording Details to open the Recording Details dialog box In the Recording Details dialog box define the recording details and click OK Choose File gt Save Study Configuration to save the study configuration oS SS See also Template Study Configurations Modify a Study Configuration Modify a Study Configuration 1 Open Recorder The Welcome to Morae Recorder dialog box opens 2 Select Open a saved study configuration 3 Select a recently used file from the dropdown list or click Browse to
66. he Scale to Fit option on or off do one of the following Click the Toggle Scale to Fit button al Use the lt Ctrl Alt S gt hotkey Choose View gt Scale to Fit Entire recording area shows in window 00 01 16 a er ee be See also Picture in Picture PiP Marker Definitions Window Picture in Picture PiP When recording begins a window containing the Picture in Picture PiP camera video appears by default in the lower right hand corner of the Viewing window You can move and resize the PiP window in the Viewing window 3 PiP is best viewed with the Scale to Fit option turned on If you can t find the PiP window choose View gt Scale to Fit and the PIP window appears in the lower right hand corner Brenig Contrai Meau hartat tip TERMEST Viewing Window Watch as the _ k PiP Window participant performs i See the participant as he or the tasks she performs the tasks TIP You can move and resize the PiP gt 87 PIP Window Action Description To move the PiP Click in the PiP window and drag it to a different location window To resize the PiP Point at a corner of the window with your cursor and grab window the handles that appear Drag the corner out or in to make the window larger or smaller To hide or show the Choose View gt Picture in Picture PIP PiP window See also Adjust the View of the Recor
67. hey do not consult the manual that came with your Wii Remote The LEDs must flash during the entire connection process A dialog appears asking me to restart my computer This occurs if you have Morae open when connecting to the Wii Remote Windows cannot replace drivers that are currently in use by Morae to talk to the Wii Remote You should select the Restart Later option as it is not necessary to restart your session A notification with a red X appears telling me the drivers could not be installed and the Wii Remote then turns off This may happen if Morae is already open Close Morae and then follow these steps 1 Open the Bluetooth device dialog 2 Select the Wii Remote from the list of peripherals and then select properties 3 Press and hold the 1 and 2 buttons on the Wii Remote as above then select Services from the dialog 4 Select Drivers for keyboard mice etc and select Ok 5 Ifa notification appears with a green check saying that the drivers were installed you may release the buttons on the Wii Remote and start Morae Otherwise you should start the connection process from the beginning You can also use the Wii Remote to log in Observer See the Morae Observer Help for more information The marks Nintendo and Wii are marks owned by Nintendo of America Inc and Nintendo of America Inc is in no way affiliated or associated with TechSmith nor has it sponsored the content of the materials
68. hooting Reconnect the Wii Remote Anytime your computer or the Wii Remote is turned off you will need to reconnect the Wii Remote before you can use it again Follow the same instructions given above to connect the Wii Remote How to Log With the Remote You can use the remote to log in one of two ways depending what kind of main video source you use Screen based session When logging during a screen recording you will not see any feedback on the screen The Wii Remote lights flash to show that you logged a marker or task Before logging a session be sure to familarize yourself with the Wii Remote Configuration available in Recorder Go to Modify Study Details gt Marker Definitions gt Configure Wii Remote to access this dialog Camera video based session You can also use a remote to interact with the log when recording camera as the main video source To view the remote configuration to see what buttons set which markers go to View gt Wii Remote Configuration The buttons on the remote work in the same way as using hotkeys To log a marker or task push the corresponding button on the Wii Remote as defined in the Wii Remote Configuration dialog box Troubleshooting The Wii Remote does not appear in the list of available Bluetooth devices to choose from The Wii Remote is not broadcasting Make sure that it has batteries installed When you hold the 1 and 2 buttons down some or all of the LEDs should begin flashing If t
69. icture in Picture option mouse video effects and the data to capture during recording The fields in the Capture Options of the Recording Details dialog box define the data you want Recorder to include in the recording Use this data later in Manager for analysis and graphs See also File Details AutoPilot Settings Task Logger Settings Recording Start Settings Recorder Stop Settings Observer Settings YEW WVW F www techsmith com 28 Morae Recorder User Guide Main Video Source and Picture in Picture Define if you are recording the computer screen or camera video as the main video source for your recording and if you want to include a Picture in Picture PiP video These options are also available on the main interface in Video and Audio Sources If you change the main video source or PiP options in the Recording Details dialog box options selected in Video and Audio Sources update automatically See also Mouse Video Effects Data Mouse Video Effects Define which if any mouse video effects to include in the recordings Mouse video effects help clarify mouse when you analyze recordings in Manager Mouse video effects Highlight mouse cursor V Highlight left mouse clicks 7 Highlight middle mouse clicks 7 Highlight right mouse clicks gf ah A shown in a recording 3 The mouse video effects do not appear on the participant s screen or in the Observer during re
70. ield displays the command line issued to the application for this shortcut Add the arguments to this command line including a configuration file name If you do not specify a file name Recorder uses its default settings 5 Add the start argument at the end of the command line 6 Click OK When you double click this custom shortcut Recorder silently launches 2 NY Record Silently with the Recorder COM Server Recorder supports an out of process COM server that provides access to many of its powerful recording features You can use the COM server options to set up custom recording configuration and use the server to launch and stop Recorder silently For more information see Morae Recorder COM Server Morae File Types The following table describes files types used with Morae File Extension Description RDG Save a recording created in Morae Recorder to create a file with an rdg extension Create one recording per participant The recording rdg file includes video camera and screen logged markers and tasks selected event streams camera microphone keystrokes screen text and mouse clicks and study configuration information If you do not move all of the rollover files r02 r03 etc to a common folder with the rdg file Manager cannot import the recording For more information see File Rollover for Long Recording In Morae you create a study configuration mrcfg that contains your study information
71. ith scenario information Study instructions yoy will perform a series of tasks on TechSmith com You are viewing a website for information Follow the instructions for each tasks and perform the task as you would if you were doing this task for yourself When you are ready to begin click Start Please think outloud while you work Task Definitions tab Select an existing task and click Edit to open the Task Details dialog box Fill in the Instructions field for all tasks Include the task and any information a participant needs to complete the task such as a user name and password Name Task 5 Description addt l Resources Instructions Use www google com to find additional resources for Snagit Identify which ones are created by TechSmith B 7 u E a l m Survey Definitions tab Create and associate surveys with session events such as the end of Task 1 Only associated surveys automatically display with AutoPilot Name Associate With Task 1 Completion Survey Task 2 Completion Survey Task 3 Completion Survey Task 4 Completion Survey End of Task 2 Task 5 Completion Survey End of Task 2 Sye End of Task 4 End of New End of recording 7 Click OK The Recording Details are set up to run sessions with AutoPilot record the screen and PIP automatically restart after a recording ends defer recording processing and allow Observers If you need the change these settings click
72. l or i DETTE aria ana A Pe gt g i Find She Tedin Hame Page Downinad Stamps for Snagit Add Resources See also Define the Study Description Define the Study Markers Define the Study Surveys www techsmith com 42 Morae Recorder User Guide Task Name and Description The task name and description appear when observing a session If you are the task logger once you start a task you choose the task from a dropdown list Put information in these fields to give the task logger enough information to quickly select the correct choice when starting a task After importing recordings into Manager tasks become the basis for graphs created in Manager You are also able to search across recordings for events or markers that occur during a given task See also Task Instructions Success Score Modify Task and Success Score Definitions Task Instructions Task instructions appear on the computer running AutoPilot The task instructions are presented to the participant to guide them through a session After reading a task the participant clicks Start Task which automatically starts the designated task After completing the task the participant clicks End Task which automatically stops the designated task While working on a task the participant can show or hide the instructions as needed You can also pull these instructions into Microsoft Word to create handouts if you are not using AutoPilot to run your
73. lue area er mee TEILT o e View the selected Main and PiP video sources See also Video and Audio Sources Get to Know the Recorder Interface Welcome to Morae Recorder Dialog Box Recorder Toolbar Create a Test Recording Study Details Video and Audio Sources Recorder Preferences How to Use Morae Recorder YYYY EUW WV FO Recorder Preferences Preferences in Recorder are set in the Preferences dialog box These settings are global and apply to all recordings The Preferences dialog box is located under Tools gt Preferences Use the following figure to become familiar with the Recorder Preference options www techsmith com 14 Morae Recorder User Guide Preferences te Folder options gD staut output folder T C Users LserName Documents Morae Browse 2 pT emporary output folder CAUsers UseNameVappDatatlocaiTemp 000 Browse 3 Recorder hotkeys Choose a hotkey to start stop Recorder Choose a hotkey to display the survey Chl Alt Shift Chl Alt Shift vl Ww wl FS zi E wl i Fe Au bserver Communication Ports E Main communication part 55655 Change Ports High quality streaming por S080 6 Recorder Display Options gt Minimize to system tray Minimize to taskbar Hide completely hotkey Ctrl Alt Scroll Lack 8 A Restore Default OK Cancel Hele rf WY Show all tips Def
74. nager and Recorder are not installed on the same computer we recommend using one of the following methods for recording file storage and transfer Storage Location Shared Save the recording files in a folder both Using Manager browse to the shared network Recorder and Manager can access location and import the recordings directory Hard drive and During recording save the files Burn the files to a CD or DVD and then Description Moving files to Manager then burn to temporarily to the Recorder source move them to the Manager computer CD DVD computer s hard drive Thumb drive or Record directly onto a thumb drive or Disconnect the drive and reconnect it to portable portable external drive to the Recorder the Manager computer Import the external drive computer Most of these drives offer recording files directly into Manager from generous storage space at areasonable the portable drive price Morae Highlight Video File Size The file size of highlight videos can vary greatly depending on the video format selected for production AVI highlight videos are generally much larger than WMV files with higher quality Morae WMV files are often around 3 to 4MB per minute If you need to distribute your highlight videos over the web via email or through other limited space or low bandwidth mediums we recommend using WMV Managing Recording Files After a recording is complete Recorder creates one recording rdg file The rdg
75. nd notes during a session you can save time analyzing and automatically create graphs after importing the recordings into Morae Manager If you cannot add markers and notes during a session you can do so in Manager Color Type Definition Color distinguishes the markers on the ie Quetesoumment Manager Timeline mx Error Type is a letter that is used in combination with CTRL as a keyboard shortcut for my User needs help entering a marker in Observer Mo Observation Definition explains to observers what each E ep Participant prompted marker should be used to flag during a my Video clip session See also Marker Scores Modify Marker and Marker Score Definitions Marker Scores Marker scores apply to all markers in a study After entering a marker observers can include a score For example if you use marker scores for errors analysis would determine the average severity of the errors You can use the default marker scores or create your own scale After importing recordings into Manager you can create marker score graphs to automatically calculate and visually display the marker severity rate See also Marker Color Type and Definition Modify Marker and Marker Score Definitions www techsmith com 47 Morae Recorder User Guide Modify Marker and Marker Score Definitions Y Once you save a study configuration adding or modifying anything on this tab changes your study configuration You will need to
76. ng with the computer running Recorder are eS Ss ee ey e he amp Pi Dedie Tubod Viewing Window View main camera video PiP Window V iew session PIP video Hear participant thoughts and comments Fee be rd Ergi 0 Miik amp Fo Panicquri prera Galan chy Marker Definitions Click a Marker Type to enter a marker Optional ie i maisi eee Toe ba usta LE Te Tai i mgm Ti j ar eee Cpe ee Bii LS iE d arhe ee a ikiia ya om i iN 00 01 a 16 F seti ina fritar amp am i CEF ak Q ua Q ia a a nia om Bet i tee de Jii r Ea og Log markers and take nortes Log task start and end if applicable Send sumeys if applicable See also Customize Observer for Your Session Get to Know the Log Quick Tips for Logging a Session Markers Tasks Surveys Log with a Wii Remote View Recording Details View Your Notes and Markers Right After a Session V FYVY YVY OF Get to Know the Log When logging Recorder includes a Log displayed like a spreadsheet with rows and columns The Log displays all markers entered in Observer during the recording If you are the logging tasks the Log also displays the tasks The Log allows you to send surveys if applicable survey associated with the current task Click Send Survey to present the survey to the participant Click to undock and move the log Click
77. nledtiann ares Surveys appear in the order they are entered into the study configuration If linked to a session event a survey is selected in the survey dropdown list when that session event occurs For example at the end of Task 1 the survey associated with the end of Task 1 is selected in the Survey dropdown list Log SUrvey If you send the wrong survey you can Recall a survey before it is complete Log Recall survey Task 2 Completion Survey in progress Te y anna Ifa survey is already complete you can send a survey again Select a survey marked done and click Send Survey Any answers already filled in are not removed but you can adjust the answers if needed See also Get to Know the Log Quick Tips for Logging a Session Markers Tasks View Recording Details Y Log with a Wii Remote Facilitators with only one computer or those who are working alone can mark important moments during the session easily and quickly using a remote to set markers and start or end tasks without disrupting the participant This frees up staff time allows for faster analysis and doesn t require network privileges at remote testing sites 3 To configure the Nintendo Wii Remote see Configure Wii Remote for Logging Requirements Wii Remote You must purchase a Wii Remote to use this feature Currently the Wii Remote is the only supported remote device Wii Remotes can us
78. nt occurs Choose one of the event event types from the dropdown menu Application Launch Recording stops when the specified application launches for example when the participant launches M Internet Explorer Application Application Exit Recording stops when the participant exits a Launch specified application In an application Click the Browse button to find the application s executable name for example IEXPLORE EXE Description Stop Button Time based Recording stops at a particular date and time Leave the date field disabled to stop the recording at the specified time today If this time has already passed for today the recording stops at the specified time tomorrow A time based stop only occurs one time After that recording is complete you must click the Start button again to set Recorder to wait for the next time based start A time based stop can be set up to 49 days in advance of the recording After Recording stops after number of hours entered The dropdown list only shows durations up to 2 0 hours you can type in up to 1176 hours 49 days www techsmith com 36 Morae Recorder User Guide Using Observer Recording stops when an Observer clicks Stop the recording button on Observer s toolbar If you leave the Observer name field blank any Observer can stop Recorder You need to return to the Recorder computer between recordings to click Start To avoid this additional interaction with Recorder
79. nter the answers in the open survey or have the participant fill out the surveys on the computer running Recorder You can later graph the answers in Manager You can have multiple surveys Some ways to use surveys include but are not limited to Pre session demographic questionnaire Task completion survey Post test satisfaction survey Session follow up questions Create and associate with session events such as the end of a task in the study configuration See Define the Study Surveys for information about setting up surveys How to Deliver Surveys To deliver a survey 1 Select the survey from the survey dropdown list Survey Task 2 Completion Survey I Se Task 1 Completion Survey done w aglask 2 Completion Survey 9 Task 3 Completion Survey boa as bea A narmin aterm G rrr ranr F When end a task the survey associated with that task is automatically selected in the dropdown list 2 Click Send Survey If you send the wrong survey you can click Recall to close the survey Quick Tips for Surveys Surveys are available at the top of the Log and in the Recording Control menu Log a Morze Recorder Unnamed Recording Recording Central View Marker Help a Online Tutorials 7 Delmer Surrey b Task 1 Complebon Survey Task 2 Completon Survey A survey Task Co mpletion Survey Si Task 1 Completion SUE done 5 Stop Recording sk 3 Com pletion Survey Loo s elt Pam
80. nter the high quality streaming port This is handled automatically by Recorder and Observer 4 Open Observer In the Connect to Recorder dialog box click Change Port Enter the new port number Click Test Port to verify that you can connect to Recorder with this port m Click Restore Default to return to the default port 5555 Connectto Recorder Connection Recorder computer name or IP address HTI 375 Browse Network Connection port 5555 Change Portner Observer name Smith John z _ Connection Port Observer session options Connection por Arer Mute Audio ei ear is still recordes The connection port defined for all Observers must pi tale allah match the connection port defined tor Recorder Wl Save Session as WMV Please contact your system administrator if jou are Saye WMV to unsure of which port to use Cr Wsers 54 194 Sess New ty Morse Bee Restore Default Watch the quick Obs Cancel Help Conner ERI Eriam 5 Click OK to apply the selected port and return to the Connect to Recorder dialog box 3 If you have any problems with connecting on an alternative port please contact the person who set up the session and your system administrator Tips and Reference Information This section contains additional information based on some frequently asked user questions The topics covered in this section include How Rich Recording Techn
81. o Troubleshooting Requirements Wii Remote You must purchase a Wii Remote to use this feature Currently the Wii Remote is the only supported remote device for use with Morae Wii Remotes can usually be purchased for around 40 from many major retail toy or online stores Bluetooth Capability www techsmith com 48 Morae Recorder User Guide To use a Wii Remote to log tasks and create markers your computer needs Bluetooth capability Many laptops have Bluetooth functionality most desktops will require a Bluetooth adapter of some kind Configure the Wii Remote To configure the Wii Remote click Modifiy Study Details gt Marker Definitions tab gt Configure Wii Remote The Wii Remote is configured by study and can be configured when the Wii Remote is not connected to Recorder 3 The Configure Wii Remote dialog window can be viewed in Observer but settings cannot be changed The Wii Remote configuration is a part of the study configuration Assign a marker to a button using the drop H Parhopant reeded down menu O Observabon La l P Par bapant prompted 1 G Quote komment T Yep Cap Start Task F Configure Wi Remote a End Taek V wideo dop K Errar i i VA Remotes not conected Connect Recorder ComectioWiRamwte Oa Wi Remote if __ _ __ Recorder was Cancel Haig open when the Wii Remote connected to Windows F The
82. o edit it Select a task or success definition and click Remove to delete a task or success definition You can also select a row and press Delete to remove a task or success definition Select a task and click Move Up to move a task up in the list If your tasks are numbered moving the task does not change the number See also Task Name and Description Task Instructions Success Score www techsmith com 44 Morae Recorder User Guide Define the Study Markers ED Recorder gt Modify Study Details gt Marker Defintionstab y O The fields in the Marker Definitions tab of the Study Details dialog box define the marker colors types definitions and scores Looking for a way to log a session discretely while facilitating a session You can configure a Wii Remote to log markers For more information see Configure Wii Remote for Logging Markers allow you to flag important points in a recording including errors quotes and the start and end of tasks For example you can create markers for Participant actions Participant comments and questions Observations about how the participant performs a task Interesting comments or actions to include in a highlight video F You can open the configuration in the Morae Add In for Microsoft Office Word and drop the marker definitions into a Word file to use to prior to a session For example you may want share the markers with observers p
83. odecs you can use in Morae Each codec has its own set of strengths and weaknesses Certain codecs are better to use in certain situations because of the way they compress content This section describes the most commonly used codecs and the ideal content they are suited for and how to select different codecs in Recorder and Manager The TechSmith Screen Capture Codec TSCC is the default codec used for recording screen video TSCC compression is lossless and provides the highest quality and smallest file sizes for low complexity screen content like typical office style application content The Full motion video option is the best choice for recordings created by Recorder and videos produced by Manager that contain a lot of real world motion For example use Full motion video if the recording includes a Picture in Picture PIP window or if you are recording a user interacting with a game or a similarly graphic intensive application Although lossless compression can be used with full motion content the resulting file sizes will be large The Full motion video option results in some loss of video and audio quality but the recording video file sizes are manageable For more information on codecs see Commonly Used Codecs Full Motion Video Default Settings Lossless Video Default Settings Video Compression Setup Options See also How Rich Recording Technology RRT Works Check for Upgrade Settings Options Morae Player Re
84. of only one monitor For more information see Select a Region Camera Select from the connected cameras To set up a configuration without the session cameras connected select Camera Not plugged in to set a camera as the main video Save the configuration and reopen it once a camera is attached The camera is automatically selected as the main video source PiP Video Select a video source and click Modify camera settings to adjust the video settings Video and Audio Sources Main Screen Primary Monitor Camera Mot plugged in For the PiP video source you can select a camera You have the following options None Do not record a PiP video Camera Select from the connected cameras To set up a configuration without the session cameras connected select Camera Not plugged in to include a PiP video Save the configuration and reopen it once a camera is attached The camera is automatically selected as the PiP video source See also Examples Select a Region Choose Audio Source Modify Video Settings Camera Video Settings Examples The following show example configurations as seen in the Preview Window Main Screen Primary monitor Main Screen Entire desktop PiP Camera PiP Camera Main Screen Region Main Camera PiP Camera F PiP Camera Accessoris KE ELN b P EGAN ie ete a E E maipe hd i m a me ar acer nn cal eset ee Lape A a ee m i i wall an a ian See also
85. ol compression resulting in a smaller file size In all cases the TSCC video codec is 100 lossless Typically you want faster compression during recording and a smaller file size when producing editing Default Resets the Compression Control slider to its default configuration How to Choose the Recording Compression There are three options for selecting a screen recording codec Lossless video gt Full motion video gt Custom Use the following guidelines to choose a codec Compression Option When to Use Lossless video In most cases select this option when recording computer screen based sessions This option produces the highest quality recordings but may create extremely large files if gt The screen has a lot of motion such as a video playing Camera is the main video source Full motion video Select this option if you are recording gt Camera as the main video source gt A screen with a lot of motion such as a video playing Custom Only for advanced users If you choose custom video compression settings you may not be able to record or use the recording in Manager Camera Video Settings In both the Main Camera Settings and PiP Camera Settings dialog boxes choose the compression and performance options that match your recording situation SSS Preview USB Yideo Device 40 x 460 Main Camera Video Format The following are the settings available when you use a
86. ology RRT Works Check for Upgrade Settings Options Morae Player Recording File Recovery Options Codecs in Morae Morae Recorder COM Server Record Silently Morae File Types Morae File Sizes Managing Recording Files FV Y FF FF FY OF How Rich Recording Technology RRT Works During recording Rich Recording Technology RRT collects and fuses two types of information video input Camera video screen video and microphone audio and data input keyboard entry screen text mouse clicks and system and application events Morae Observer input is optional The video streams are precisely correlated in time with the data streams For example where the data streams identify when a particular toolbar button is pressed in a specific application the screen recording shows the user pressing the toolbar button The synchronized video and data streams are saved in a recording file you can open within Morae Manager When the recording file is opened and indexed by Morae Manager users can conduct a search of the data input streams select one of the search results and then see a specific event highlighted visually in the indexed screen video which appears in the Player window See also Check for Upgrade Settings Options Morae Player Recording File Recovery Options Codecs in Morae Morae Recorder COM Server F Check for Upgrade Settings Options All three components of Morae have an automatic Check for Upgrad
87. on video option results in some loss of video and audio quality but the recording video file sizes are manageable If you produce a video using the Full motion video option the resulting file is in WMV format and plays back in Windows Media Player Recorder default codec settings for Full Motion video Codec Type Recording File Compression Windows Media Audio Windows Media Video MicrosoR Video 1 Manager default codec settings for Full Motion video Codec Type Video File Compression Windows Media Audio Windows Media Video See also Commonly Used Codecs Lossless Video Default Settings Video Compression Setup Options Lossless Video Default Settings Recorder Machine Settings button Manager Present tab gt File gt Produce Highlight Video The Lossless video option is the best choice for recordings and videos that contain primarily typical office style application content The Lossless video option uses the TSCC codec to compress screen video TSCC compression is lossless and provides the highest quality and smallest file sizes for low complexity screen content If you produce a video using the Lossless video option you will create an AVI file that plays back in the Morae Player and other media players if the TSCC codec is available on the computer used to play the video Recorder default codec settings for Lossless video OF oto Tomm AN 01 Recording File Compression Windows Media Audio Windo
88. or more What kinds of computers are you answers familiar with select all that apply PC Mac Linux Freeform only answer Do you have any final thoughts about this product See also Create a Survey Using Custom Questions Create a Survey Using System Usability Scale Questions Scale Question For a Scale question in a custom survey you can define the question the scale from 1 10 the labels for each end of the scale 3 You can add a freeform answer to the Scale custom questions survey Question Question type Scale eae How did you feel about this product Ci Select one or more E 2 fe eS Very Bad O O O O Very Good Freeform answer only Quesbton Scale la Labels Indude freeform comment OK Cancel Help Select One Question For a Select One question in a custom survey you can define the question the answers where participants can only select one answer and if you want to include a freeform comment You can add a freeform answer to the Select one custom question SSS Question type Scale Do you think you would Duy this Select one product Yes Ci Select one or more O No E Freeform answer only Depends on the cost Quesbton Answers le gt e Indude freeform comment Cancel Help Select One or More Question For a Select One or More question in a custom survey you can define the question the answers wh
89. or to the crash can be recovered 3 The size of the data file found may indicate how much information actually exists in the file If Recorder was unable to recover any recording data lf Recorders file recovery process finds data not recoverable after a crash a dialog appears and prompts you to archive or delete the data Click Archive to create a zipped archive file containing the unrecoverable data This option is helpful if you want to send the data to TechSmith for further analysis Click Delete to permanently delete the unrecoverable data If Recorder finds data that might be recoverable If Recorder s file recovery process finds data that may be recoverable after a crash a dialog appears with the following options If you want Recorder to attempt to recover the recording data immediately select Recover the data now If you want Recorder to place the data in the batch processing queue for processing later select Recover the data later If you want to permanently delete the data without recovering it select Delete the data from my system See also How Rich Recording Technology RRT Works Check for Upgrade Settings Options Codecs in Morae Morae Recorder COM Server Codecs in Morae The word codec stands for compressor decompressor A codec compresses videos down to smaller sizes or decompresses videos for playback A codec is the algorithm used to create a video By default Windows comes with many different c
90. oraePlay exe F E path to video file amp If you get an error message that Morae Player cannot be found type the entire path to the directory that contains Morae Player with the pathname in quotes For example C Program Files TechSmith Morae MoraePlay exe Morae Player Command Line Options The following table describes all of the command line options available for Morae Player Command Line Option Launches with Always on top option BC Sets background color the default is black For more information see RGB 255 0 255 Change the Morae Player Background Colors from the Command Line Launches without allowing dragging by the video area Opens the specified video lt file gt but does not play it Immediately plays the specified video lt file gt this is the default setting Repeats the video indefinitely Launches without a status bar ST Stays on last frame after playback Launches without a title bar TB Launches without a tool bar Examples of Command Line Use with Morae Player Play an AVI with Morae Player s default user interface for example Description MoraePlay exe C MyVideos name avi Open an AVI without a menu bar for example MoraePlay exe M C MyVideos name avi Play an AVI full screen and fill the background with dark gray if the video does not fill the entire screen for example MoracPlay exe BC RCB 1287 1287123 Cs My Videos nam
91. ort for one or multiple computers to connect over a network to a computer running Recorder This flexibility allows your entire usability team to observe the screen and camera video and hear the audio of the user streaming from the Recorder source computer Anyone logged into an Observer computer can add markers during recording complete with text notes Tasks are logged by one Observer designated as the task logger Observer automatically saves and indexes the markers and tasks with the accompanying video and audio streams The camera video screen video and audio streams can be saved locally in a WMV file for immediate playback Utilizing multiple Observers usability teams can conduct collaborative user experience testing Analyze Graph and Share Morae Manager www techsmith com 3 Morae Recorder User Guide Within Morae Manager you can start new projects and edit existing projects configure Recorder settings open and analyze recordings create graphs of your analysis and metrics and create a presentation video Rich Recording Technology automatically indexes the screen and video recordings collected by Recorder allowing you to easily search through recordings in Morae Manager You can isolate tasks important points in the video add text notes annotate with audio and quickly create video highlights to share You can display the screen video with the video of the user as a picture in picture image System Requirements 3 These
92. ose Video Sources Examples Choose Audio Source Modify Video Settings Camera Video Settings F Choose Video Sources Use the dropdown lists to select from the various video sources You can choose both a Main Video and a PiP Video or just a main video source To see examples screenshots of the various options see Examples F If you record both main and PiP videos after you import the recording into Manager you can produce highlight videos with or without the PiP included You can also adjust the location of the PiP Main Video Select a video source and click Modify screen video camera settings I to adjust the video settings Video and Audio Sources Screen Primary Monitor Screen Entire Desktop i Screen Region USB Video Device 640 460 Camera Not plugged in E Audio For the main video source select from screen or camera You have the following options Screen Primary Monitor Record the desktop of the monitor set as the primary monitor You can set the primary monitor in Start gt Control gt Display gt Settings tab Screen Entire Desktop Record the desktop of all monitors connected to the computer The more monitors you record the larger the recording file size Screen Region Select and record a portion of the desktop If you have multiple monitors but only want to record from one that is not the primary monitor use Screen Region to select the desktop
93. out waiting for file processing in between See also Prompt for File Details When Recording Stops Password Protect Recording Files Batch Process Recording Files When you complete a series of recordings and are ready to process them 1 Click Process Deferred Recordings or File gt Process Deferred Recordings The Batch Process Recordings dialog appears 2 Select the recording files to process in Recording queue The recording files that you do not select remain in the list www techsmith com 27 Morae Recorder User Guide Which recordings would you like to process Each recording will be converted inte an rdg file you can import into Manager Nar Date Created ore Select All 7 Paticipant Lrdg 10 09 08 04 19 34PM L 00ME Ceara J Paticipant 2irdg 10 09 08 04 20 13 PM 1 00 FE iv Patopant 3 rdg 10 06 08 04 20 59 PM 26 00 MB to process Password protection Password protect recording fes Password aiiai a password for selected files Confirm password TELET So L ox cme Het 3 Click OK to process the selected recordings When processing is complete the Batch Processing Results dialog appears This dialog gives summary information about each recording file including whether it was successfully processed and where it is saved Capture Options Recorder gt Modify Recording Details button gt Capture Options In Capture Options define the main video source P
94. ptions consult the manufacturer s documentation Compression Control Description and Use Use the slider bar to choose faster compression resulting in a larger file size or better compression resulting in a smaller file size In all cases the TSCC video codec is 100 lossless Typically you want faster compression during recording and a smaller file size when producing editing Default Resets the Compression Control slider to its default configuration AutoPilot Morae AutoPilot presents study and task instructions along with surveys right on the computer running Recorder By default AutoPilot logs the start and end of tasks automatically while Observers can still connect and log markers erara Lapina Meatu Nae der Widen tating ami Unat Gere CETJ ws Be p te mpar Diea Toe Be i mit et oe r a Dirie ai etal the i i A Tpim ri tyr pute Abe Sree ia E A big s hap Pirom j AutoPilot Window Displays session and task instructions to the i participant Automatically logs the start and end of tasks ie ilfe omenm Ei rman aptam Ra adeg a Frenni aha a Sreli Camlas Shiudic heercadt E ci Uses of AutoPilot There are many reasons to use AutoPilot Here are some examples FV F You do not have someone to log tasks with Observer You want to conduct unmoderated sessions You want to log tasks automatically You want to present surveys automatically Yo
95. quesian Associate wath End of recording Enter instruchons to expla to the participant how to fill out the survey h PEIE PALS Select a session avant to associate with the Survey 9 You can modify survey names and associations in the Survey Definitions tab 3 Select Standard System Usability Scale SUS questions one SUS survey per study 3 For information on creating a survey using custom questions see Create a Survey Using Custom Questions BA a AE A A A A A A AA taal E E E E A E E gE E gg E E A gl E tad E E S E tal ll dl E a hal al Survey gueshans Standard System Lisabfity Scale SUS questiens one SUS survey per study questions Question 4 Click OK to close the Survey Definition dialog box See also Create a Survey Using Custom Questions Survey Question Types Survey Question Types Recorder gt Modify Study Details gt Survey Definitions tab gt Survey Definition gt Add Create custom questions or use the System Usability Scale SUS questions to populate your surveys 3 You can use the SUS questions only once in a study Custom Question Types You can create various types of questions including Custom cel Question Example ype How did you feel about this product te e EE Very Bad O O O O Very Good Select one answer Do you think you would buy this product Yes No Depends on the cost Select one
96. quick Recorder overview video See also Get to Know the Recorder Interface Recorder Toolbar Create a Test Recording Recording Details Study Details Video and Audio Sources Recorder Preferences How to Use Morae Recorder FV V F www techsmith com User Guide 10 Morae Recorder User Guide Recorder Toolbar Recorder Toolbar Button Description Creates a new study configuration file For more information see Study Configurations Opens a previously saved study configuration file Saves the current study configuration in a file Creates a 15 second test recording allowing you to preview the audio and video to be captured For more information see Create a Test Recording yi E ESRA Opens the Batch Process Recordings dialog box For more information j see Batch Process Recording Files Opens the Morae Learning Center web site in your default browser See also Get to Know the Recorder Interface Welcome to Morae Recorder Dialog Box Create a Test Recording Recording Details Study Details Video and Audio Sources Recorder Preferences How to Use Morae Recorder FV WF Y YW FY Create a Test Recording Recorder s Test Recording option creates a recording that includes all of the data streams for the Capture Options defined in the study configuration A message appears describing any problems with the current configuration so you can correct them prior to beginning an a
97. r Select a type in the Marker Type column to define Inthe Marker Type column enter the letter of a marker Pick a marker from the drop down list in the Marker Type column Send Survey Marker Type Score 1 Completed with ci undefined H User needs help A i 1 Completed with di O Quote commigges X Error H User needs help 0 Observation P Participant prom Marker Definitions read only Type Definition Quote comment p H User needs help Choose the Marker menu and select the letter Type from the menu Defined markers appear at the top of the menu T3 Morae Recorder Un named Recording Recording Contrel View Marker Help ae E ee P 5 Prompt to save copy of log O Quote comment Error 1E H User needs help f gt Log a marker with a Wii Remote See also Get to Know the Log Quick Tips for Logging a Session Tasks Surveys View Recording Details F Tasks While each observer can log markers marker scores and text notes only the task logger can log tasks and task scores The task logger is defined in the study configuration For more information see Define Task Logger Options if you are not the task logger a dialog tells you who is when you lf you are the task logger a dialog tells you when you start the recording start the recording j You are the task logger i Mary Johnson is the task logger
98. rae Manager These three applications work together to record observe log analyze and share a user s experience See also Morae Overview Quick Overview of Morae Applications System Requirements Getting Help with Morae Welcome to Morae Recorder Get to Know Morae Recorder Study Configurations Define Recording Details Define Study Details Tips and Reference Information FYV FY qP OY OF Morae Overview Morae reduces the amount of work needed not only at setup but also during the data logging analysis reporting and presentation stages Based on TechSmith s patented Rich Recording Technology RRT Morae is a complete solution that records the computer screen and camera video and also automatically creates a synchronized index of events occurring behind the scenes in applications and in the operating system You can search screen and video recordings for specific events that occurred like when a user viewed a Web page clicked a link pressed a certain key opened a dialog box or viewed specific text You can easily perform in depth analysis log tasks create reports and quickly create video presentations to share See also Quick Overview of Morae Applications www techsmith com 1 Morae Recorder User Guide 1 Choose a eee study or build your own Include things like Tasks and Markers Surveys Video and Audio Sources Participant l Reggrg r cepures aen ae eo ee antl momen
99. rior to the session to give them an idea what to watch for See Create Session Handouts for more information For information on working with markers and score definitions in the Marker Definitions tab see Modify Marker and Marker Score Definitions To Define a Marker o Click Add to create a new marker Select a color and type letter and add a description to define the marker Observers can use lt Ctrl letter gt as a keyboard shortcut to log tasks in Observer where letter is the letter assigned in the Type column Study Details Ex Description Task Definitions Marie De fird bore Survey Ciefirgorss Define markers to log during sessions Tyne Defiriton Par doant prompbed Q Quote comment A Error r User needs help Obeerwaton P y video dp Participant apens the Help fle 3 Defined markers are available to observers as hotkeys The hotkey is lt CTRL Type letter gt Observers can set undefined markers with lt CTRL Space gt See also MTRT Ia www techsmith com 45 Morae Recorder User Guide Define the Study Description Define the Study Tasks Define the Study Surveys www techsmith com 46 Morae Recorder User Guide Marker Color Type and Definition The marker color type and definition appear when observing a session People observing with Morae Observer can enter markers and add notes to these markers during the recording By adding markers a
100. s a first and last name they will not be designated as task logger AutoPilot Use this option with AutoPilot As the participant clicks Start Task and End Task in AutoPilot it logs the corresponding markers in the recording When you enable AutoPilot the Recording Details update to set AutoPilot to log tasks Recording computer Local Logger 3 This option only available when the main video source is set to Video Use this option if you record camera as the Main video source and want to log the session on the same computer you are recording on You do not need to have any Observers connected to log a camera video based session If desired you can also log the test using a Wii Remote Recording computer Wii Remote amp This option only available when the main video source is set to Screen Use this option if you record screen as the Main video source and want to log the test using a Wii Remote This setting allows you to log on the same computer you are recording on You do not need to have any Observers connected to log a camera video based session you can log tasks and markers with the Wii Remote alone See also Task Logger Settings Designate the Task Logger www techsmith com 32 Morae Recorder User Guide Designate the Task Logger To designate a specific task logger by name 1 Select the Observer option 2 Select Designate the task logger 3 Enter the name of the task logger 4 Click OK
101. s the one observer who can log tasks for each recording The task logger can also be the recording computer for screen and video recordings if a Wii Remote is used to log tasks Only the task logger can mark the start and end of tasks You can also choose to let any observers or only the task logger send surveys See also Who Should Be The Task Logger Designate the Task Logger Designate Who Sends Surveys File Details Capture Options FF FY www techsmith com 31 Morae Recorder User Guide AutoPilot Settings Recording Start Settings Recorder Stop Settings Observer Settings Y Who Should Be The Task Logger When defining the task logger choose one of the following options First Observer connected Use this option if you only have one Observer or everyone connecting to the session could log tasks lf the task logger disconnects Observer from the session intentionally or not the next Observer who connects automatically becomes the task logger Designated Observer Use this option if you know exactly who you want to log the tasks If the designated task logger disconnects Observer from the session whether intentionally or not no one else can log tasks If the task logger re connects he or she can again log tasks See Designate the Task Logger Vv The task logger name must match the name entered in Observer For example if you enter only a first name in the Recoding Details and the Observer enter
102. s when recording stops checkbox and click OK 2 When the recording stops and the Recording File Details dialog box opens enable the Password protect recording file checkbox 3 The Enter Recording File Password dialog box opens and prompts you to enter and confirm a password 3 Passwords are case sensitive and can include letters numbers and symbols in any combination There is no maximum length for passwords See also Prompt for File Details When Recording Stops Defer Processing of Recordings Defer Processing of Recordings Vv If you defer the final processing your data is not at an increased risk of being lost or damaged if a crash occurs Recorded data is written to disk immediately during recording whether you choose to defer final processing or not Final processing involves compressing the files into an archive By default Recorder writes out and verifies each recording rdg file immediately after a recording is completed Depending on the length and content of the recording this processing can take some time Enable the Defer processing of recordings checkbox to defer recording processing which allows you to start another recording immediately and save recordings in the Batch Processing Queue to later process several recordings at one time v Use the Defer processing of recordings option with the Automatically restart Recorder option to automatically run repeated recordings or conduct several recordings with
103. sable the Prompt for details when recording stops checkbox This prevents the Recording file details dialog from appearing after each recording 6 Enable the Defer processing of recordings checkbox This places the recording files in a queue for later processing www techsmith com 35 Morae Recorder User Guide When you are finished with a series of automated recordings go back to Recorder and batch process the recording files File gt Process Deferred Recordings For more information see Batch Process Recording Files 3 Recorder sequentially numbers the recording files by adding a number to the file name entered in the Recording Folder field For example if you entered Test in the Recording name field the recording names are test rdg test 0001 rdg and test 0002 rdg etc Recorder Stop Settings Recorder gt Modify Recording Details button gt Recording Stop Morae provides several options to choose how and when recordings stop Stop recordings manually or use one of the automated stop options The following table describes the available options to stop a recording Stop Recorder Option Manually Recording stops when you click the Stop button use the hotkey combination lt Ctrl Alt Shift F9 gt or right click the tray icon and choose Stop from the menu You can always stop Recorder manually even if you selected another stop option Based on an Recording stops when a certain eve
104. see Automatically Restart Recorder 9 If you automatically restart you click Start in Recorder once and then the Observer user who has control of Recorder can start and stop recordings repeatedly without returning to the Recorder computer AutoPilot Recording ends when You click Stop in Recorder A participant clicks OK in AutoPilot after completing the session tasks and surveys A participant clicks Exit Session in AutoPilot to leave a session at any time Recorder stop Enable the Start a new AutoPilot recording automatically checkbox to set up AutoPilot for a new recording as soon as AutoPilot stop one recording ends See AutoPilot Settings Et Session Exit Session Leave AutoPilot See also File Details Capture Options AutoPilot Settings Task Logger Settings Recording Start Settings Observer Settings YV Observer Settings Recorder gt Modify Recording Details gt Observers With Morae you can allow one or multiple computers to connect over a network to a computer running Recorder All observers can view the recording and log markers during a session This flexibility allows your entire team to observe the screen and camera video and hear the audio of the user streaming from the Recorder computer To allow Observers to connect to Recorder 1 Enable the Allow Observer checkbox 2 Enter the amount of time Recorder waits for pending unfinished tasks and markers before ending
105. session My video is lagging behind the test Can I make the video play in Observer in real time Depending on the Observer options you choose you may experience a video delay in Observer For more information see Video Delay in Observer in the Morae Observer Help We cannot use the default Main Communication Port Can change it In some cases Recorder and Observer cannot connect on the default communication port 5555 In this case the study configuration in Recorder and the communication port in Observer must be set to an alternative port number amp If you change the post in Recorder all observers must set the same port to connect Make sure to give the port number to all potential observers To use an alternative main communication port 1 Contact your system administrator to determine which port to use 2 In Recorder select Tools gt Preferences 3 When the Preferences dialog box opens enter the port number in the Communication port field Change Ports a Change the ports only if the defaults will not work for A your network If you change the main communication port here all Morae Observers must set their port to match or they will be unable to connect Please contact your system administrator if you are unsure of which ports to use Communicaton Ports Main communication port Pei High quality streaming port 9090 Restore Defaults cancel Hele 3 Observers do not need to e
106. session Put information in this field to describe the task for the participant See also Task Name and Description Success Score Modify Task and Success Score Definitions Success Score Success scores apply to all the tasks in a study If you are the task logger after you stop a task you choose the score from a dropdown list You can use the default completion rate scores or create your own scale After importing recordings into Manager you can quickly create a task score graph to automatically calculate and visually display the completion rate Completion rate is a standard metric used to analyze usability tests See also Task Name and Description Task Instructions Modify Task and Success Score Definitions www techsmith com 43 Morae Recorder User Guide Modify Task and Success Score Definitions VY once you save a study configuration adding or modifying anything on this tab changes your study configuration You will need to merge recordings if you want them in the same study in Manager See the Morae Manager Help In the Task Definitions tab use the following icons to modify the tasks and success scores Button Click Add to create a new task or success definition You can also click in an empty row to add a new task or success definition Select a task or success definition and click Edit to modify the task name and description or success definition You can also double click in a field t
107. ss from the beginning oO a a TS You can also use the Wii Remote to log in Observer See the Morae Observer Help for more information The marks Nintendo and Wii are marks owned by Nintendo of America Inc and Nintendo of America Inc is in no way affiliated or associated with TechSmith nor has it sponsored the content of the materials or the products or services referenced in the same www techsmith com 50 Morae Recorder User Guide See also Log with a Wii Remote Log a Session www techsmith com 51 Define the Study Surveys Survey Definitions tab of the Study Details dialog box lists the surveys available in a study and associates a survey with a point in the session such as the end of the task You can either Create a Survey Using Custom Questions or Create a Survey Using System Usability Scale Questions Morae includes the ability to deliver multiple surveys during a session The participant answers are captured and saved with the recording file When you import the recordings into Manager you can review adjust analyze and graph survey responses g You can open the configuration in the Morae Add In for Microsoft Office Word and drop surveys into a Word file to create handouts for participants See Create Session Handouts for more information See also Define the Study Description Define the Study Tasks Define the Study Markers Survey Name The survey name appears as the
108. st Audio Level Study Details Study Details define the study including the study name session instructions tasks markers and surveys For more information see Define Study Details Preview Window View the selected main and PiP video sources information on how to use the Wii Remote with Morae see Configure Wii Remote for Logging and Log with a Wii Remote Wii Remote Battery Display Shows if Wii Remote is attached and how much battery life is remaining For more For more information on the different parts of the Recorder interface see the following Welcome to Morae Recorder Dialog Box Recorder Toolbar Recording Details Study Details Video and Audio Sources How to Use Morae Recorder YEU YVWV F www techsmith com 9 Morae Recorder Welcome to Morae Recorder Dialog Box The Welcome to Morae Recorder dialog box allows you to create or open a configuration Welcome to Morae Recorder x To record you must create or open a study configuration Study configuration The study configuration defines the markers tasks and surveys for your study s Create a new study configuration based on Software or Web Usability Study iUse for a moderated usability test of a Web site or isoftware Records the screen and a picture n picture video of the participant ra 0 Opena saved study configuration Get Started with Morae Recorder New to Morae Been away awhile Watch the
109. ten a key frame is recorded We recommend frames that you accept the default value for the codec you have chosen The codec places key frames at regular intervals either Spacing them by number of seconds or number of frames Each codec has an optimized key frame setting Data rate KB Sec Determine the number of bytes of data the codec transmits or receives in one second A higher data rate results in better quality and larger file sizes lf this option is available for the codec place a checkmark in the adjacent box and specify the data rate in Kb Sec Set configuration options for the selected compressor Video Compression Setup Configure Button The Configure button in the Video Compression Setup dialog box allows you to customize the compression settings for the screen video codec 3 This table describes the TSCC codec Each codec has its own unique configuration options For information on each of those options consult the manufacturer s documentation The following table describes the options in the Configure TSCC dialog box Description and Use Compression Control Use the slider bar to choose faster compression resulting in a larger file size or better compression resulting in a smaller file size In all cases the TSCC video codec is 100 lossless Typically you want faster compression during recording and a smaller file size when producing editing Default Resets the Compression Control slider to its de
110. ter name or IP address see Choose the Recorder Computer Name or IP Address in the Morae Observer Help Is there another Observer connected with the same user name m Are the Recorder and Observer computers connected to the same LAN or WAN network Contact your system administrator for network problems m Are the Observer and Recorder applications running the same version of Morae Do you have Windows XP Service Pack 2 This includes its own firewall When prompted the first time you run Recorder select to Unblock the firewall Is there a firewall on the network Ask your system administrator if there is a firewall blocking the connection Are Recorder and Observer set up to use the same communication ports The communication protocol used by Morae is TCP IP with listening ports established on ports 5555 and 8080 The system administrator may have to intentionally allow traffic through these ports in order for Observer to connect to Recorder If these ports are already in use you can use different ports as long as both Recorder and Observer are set up to use the same ports For more information see Change the Recorder and Observer Communication Port got disconnected during a session What should I do At anytime during the session if you get disconnected you can reconnect to the same session 1 In Observer click Connect to a Recorder to open the Connect to Recorder dialog box 2 Click Connect You reconnect to the same
111. the available options to start a recording Start Option Manually Recording starts when you click the Start button or use the hotkey combination lt Ctrl Alt Shift F9 gt Description Start Button Based on Recording starts when a certain event occurs Choose one of the an event event types from the dropdown menu Mouse Click Recording starts at the click of the mouse Application Launch Recording starts when the specified application launches for example when the participant launches Internet Explorer Application Exit Recording starts when the participant exits a specified application In an application Click the Browse button to find the application s executable name for example IEXPLORE EXE Application Launch Application Exit Ata Recording starts at a particular date and time Leave the box next to specific the Date field unchecked if you want the recording to start at that time Date Time on any date Recorder must be running at the time the recording is set to begin A time based start only occurs one time After the recording is complete you must click Start again to set Recorder to wait for the next time based start A time based start can be set up to 49 days in advance of the recording If the time has already passed for today the recording starts at the specified time tomorrow www techsmith com 34 Morae Recorder User Guide Using Recording starts when an Observer clicks
112. ther applications such as Microsoft Word or PowerPoint Save a graph as an bitmap image emf to use in other applications such as Microsoft Word or PowerPoint TXT Save the Log from Observer after a session is finished in a txt format Import the txt of the file into Microsoft Excel or other applications for review or to print the Log The file is tab delimited so if you open the file in Excel it will open with the data in columns that match the Log Pack and Show EXE Use Pack and Show to package the Morae Player along with your AVI video in a single self extracting zipped exe file for clients or team members to view You do not have to worry about codec installation or know which media player is installed on a client s system Morae File Sizes The following topics provide information about Morae file sizes and moving Recorder files Morae Recorder File Size As a general rule you can expect to use 10 to 15 MB per minute in a recording rdg file However various factors determine file size and the actual content being recorded is the biggest factor By default Recorder utilizes a lossless compression codec named TSCC TechSmith Screen Capture Codec which greatly compresses any content with solid blocks of color for example a standard Windows application such as Word However TSCC does not do a good job of compressing real world images dithered images gradients or other images that lack solid blocks of color File
113. title of a survey dialog box and identifies a survey in the study configuration Desmption Task Definitions Marker Defnitors Survey Defnibors Define survews for this study Assocate surveys with session events such as the end of a task kane Aseociate With cie Adi Task 1Complebon Survey End of Task i r Edt ck i Complebon Survey Endof Task j Eosed on your exoanence Wih the task pou just competed Please answer hie folowing question 1 Overall this task was 123 4 65 Very Difficult Very Easy Close 3 You can only edit the name of an existing survey in the Survey Definition tab To create a new survey click the Add button For information on how to create a new survey see Create a Survey Using Custom Questions and Create a Survey Using System Usability Scale Questions Survey Association Choose to associate surveys with session events Session events include the beginning and end of the recording as well as the end of each defined task By associating a survey with a session event it is linked to that event AutoPilot automatically displays surveys when the associated session event occurs o Anadia Frefom Please complete survey jmeg vbec hemith com ooo Based on your overs exmenence wih all Me haaks pieasa srewer fhe folly je lets y ee or telo fiad J 1 ithink that would like to use this system frequently ial a K E 4 f D iia Agree udi TE
114. tivity of the user This data is recorded in sync with video and audio of the user After importing recordings into Morae Manager you can search the recording files for the items captured with RRT See also How Rich Recording Technology RRT Works How to Use Morae Recorder Use Morae Recorder to set up study configurations and record sessions The general process of using Recorder is 1 Create or open a study configuration A study configuration defines a group of related recordings Recordings in a study share the same Study Details including tasks markers and surveys 2 Verify Recording Details Start recording 4 Record session If you are recording from camera s only you can log the session on the computer running Recorder If you are recording the screen you can log the session with a Wii Remote 5 Stop recording 6 Process and save recordings a www techsmith com 6 Morae Recorder User Guide See also Study Configurations Define Study Details Define Recording Details Video and Audio Sources je Log a Session www techsmith com 7 Morae Recorder User Guide Get to Know the Recorder Interface Use the following figure to become familiar with the main parts of the Recorder interface To get started recording a session see How to Use Morae Recorder File View Tools Help bed Rip Tet Recorra 2 GF Process Deferred Recordings Y OnlineTuroras Example Project
115. u want to avoid the need print task and survey paperwork For more information on how an AutoPilot session works see Run an AutoPilot Session Set Up AutoPilot To set up Recorder to use AutoPilot you can either Use the Unmoderated Usability Study Template or Add AutoPilot to a Study Configuration Use the Unmoderated Usability Study Template 1 Open Recorder The Welcome to Morae Recorder dialog box opens 2 Select Create a new study configuration based on 3 Select the Unmoderated Usability Study template from the dropdown list Welcome to Morae Recorder Px To record you must create or open a study configuration Study configuration The study configuration defines the markers tasks and surveys for your study ia Create a new study configuration based on Unmoderated Usability Study Use to conduct unmoderated tests The participant interacts with onscreen study and task instructions and tasks are automatically logged Use to reduce test ipaperwork run unmoderated tests or teston a kiosk a Open a saved study configuration 4 Click OK The template study configuration opens in Recorder 5 Click Modify Study Details to open the Study Details dialog box 6 Inthe Study Details dialog box modify the study details making sure to include the following Description tab Fill in the Study Instructions field with directions for the participant This could include an introduction to the test along w
116. ually be purchased for around 40 from many major retail toy or Online stores Bluetooth Capability To use a Wii Remote to log tasks and create markers your computer needs Bluetooth capability Many laptops have Bluetooth functionality most desktops will require a Bluetooth adapter of some kind Connect the Wii Remote 1 To make the Wii Remote findable by your computer push and continue to hold both the and buttons on the Wii Remote The blue LED lights on the Wii Remote flash indicating the Wii Remote is ready to connect Vv lt is important that you continue to hold the buttons down during this entire process 2 Open Bluetooth Devices located in the Windows Control Panel click Classic View in the Windows Vista operating system to find this more easily 3 Click Add on the Devices tab 4 The Bluetooth Device Wizard displays available devices Select the Wii Remote which should show up as a Nintendo device and click Next 5 Select Don t use a passkey and click Next Windows gives a notification when it has connected to the Wii Remote You can now release the buttons The lights on the Wii Remote will continue to flash until it connects to Recorder 6 Start Recorder Recorder automatically connects to the Wii Remote A battery indicator appears in the Recorder status bar Vit Recorder is unable to connect to the Wii Remote an error message is displayed Close Recorder and attempt to connect again See also Troubles
117. ust match the main communication port defined here If not they will not be able to connect See Change the Communication Ports for more information Change Ports Allows you to change your communication port if the default ports are not available in your network 3 If you change the main communication port be sure to tell all observers They have to enter this port number before they can connect to Recorder See Change the Communication Ports for more information Recorder Display Options Morae provides several display options for Recorder during a session Minimize to System Tray appears as a tray icon when a recording begins Right click on the tray icon to access a menu of Recorder control options Start Stop Show Recorder and Exit Recorder To make Recorder visible again double click on the tray icon Ta Minimize to Taskbar Recorder appears on the Windows taskbar while recording Hide completely Recorder is completely hidden To show Recorder again use the hotkey combination lt Ctrl Alt Scroll Lock gt Show all tips Enables the general program tip dialogs that appear throughout Recorder Restore Default Restores the Default and Temporary output folders and Performance options to their default settings See also Get to Know the Recorder Interface Welcome to Morae Recorder Dialog Box Recorder Toolbar Create a Test Recording Recording Details Study Details Video and Audio Sources How to Use Morae
118. ws Media Video TSCC Manager default codec settings for Lossless video Codec Type Video File Compression GSM 6 10 TSoo See also Commonly Used Codecs Full Motion Video Default Settings Video Compression Setup Options Video Compression Setup Options J Recorder Machine Settings gt Screen Video tab gt Custom compression gt Video Compression Setup button In the Video Compression Setup dialog box you can change your screen video codec selection and adjust compression quality and key frame rate The contents of this dialog box may differ and certain options may be disabled depending on the screen video codec chosen Additional configuration options for the codec may be available by clicking the Configure button in the Video Compression Setup dialog box Each codec has unique configuration options For more information about a particular codec s options consult the documentation from the company providing that codec The following table describes the Video Compression Setup dialog box Option Description Select the codec from the dropdown list Compression quality Configures the codec to compress at a lower image quality and create a smaller file size or compress at a higher image quality resulting in a larger file size Adjust the compression quality using the slider bar For higher quality move the bar to the right For lower quality move the bar to the left Key frame every n Specify how of

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