TechSmith Morae 3, Manual

Page 1: ...Morae 3 0 Recorder Help File PDF By TechSmith Corporation...

Page 2: ...or mechanical including photocopying recording or information storage and retrieval systems or any other means now known or hereafter becomes known for any purpose other than the purchaser s personal...

Page 3: ...r results with Morae Morae consists of three applications Morae Recorder Morae Observer and Morae Manager These three applications work together to record observe log analyze and share a user s experi...

Page 4: ...Morae Recorder Help PDF Page 2 www techsmith com...

Page 5: ...specify during configuration Recorder saves the recording in a file format you can open in Morae Manager for analysis Observe and Log Morae Observer Morae Observer provides support for one or multiple...

Page 6: ...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 Expr...

Page 7: ...chSmith Technical Support TechSmith Web Site Additional support resources are available online at TechSmith s Web site Balloon Tips and Tip Dialogs Morae provides balloon tips in Manager only and tip...

Page 8: ...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 Reco...

Page 9: ...on see Recorder Toolbar Record Button Click to start a recording Recorder provides flexible options to start Recorder depending on your equipment and participant set up For more information see Record...

Page 10: ...ils 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 v...

Page 11: ...r dialog box allows you to create or open a configuration See also Get to Know the Recorder Interface Recorder Toolbar Create a Test Recording Recording Details Study Details Video and Audio Sources R...

Page 12: ...d Audio Sources Recorder Preferences How to Use Morae Recorder Create a Test Recording Recorder s Test Recording option recording includes all of the data streams for the Capture Options defined in th...

Page 13: ...he 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...

Page 14: ...nformation including study name tasks markers and surveys When you save a study configuration Study Details are saved in the study configuration and must be the same for all recordings in a study See...

Page 15: ...and Audio Sources are affected by the hardware connected to the computer when Recorder is opened See also Video and Audio Sources Get to Know the Recorder Interface Welcome to Morae Recorder Dialog Bo...

Page 16: ...les 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 fold...

Page 17: ...ot they will not be able to connect 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...

Page 18: ...in a study share the same Study Details including tasks markers and surveys 2 Verify Recording Details 3 Start recording 4 Record session 5 If you are recording from camera s only you can log the sess...

Page 19: ...make sure that all recordings have the same Study Details define and save a study configuration prior to recording any sessions If you need to combine recordings with different configurations into a...

Page 20: ...nt Paper Prototype Record low fidelity prototypes that can t be displayed on a computer Point the primary camera at the paper prototype and the PiP camera at the participant Software or Web Usability...

Page 21: ...r computer 4 Click OK The study configuration opens in Recorder 5 Click Modify Study Details to open the Study Details dialog box 6 In the Study Details dialog box define the study details and click O...

Page 22: ...x define the following File Details Capture Options AutoPilot Settings Task Logger Settings Recording Start Settings Recorder Stop Settings Observer Settings Recording Details apply to a specific test...

Page 23: ...ding in one 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 You cannot save a recording...

Page 24: ...details about the recording optional You can also choose processing options in this dialog box Processing Choose one of these options for processing recordings Prompt for File Details When Recording S...

Page 25: ...ording file if you forget your password Password Protect a Recording File before Recording If you know that you want to password protect a recording before the session occurs you can set a password be...

Page 26: ...one time Use the Defer processing of recordings option with the Automatically restart Recorder option to automatically run repeated recordings or conduct several recordings without waiting for file p...

Page 27: ...ot Settings Task Logger Settings Recording Start Settings Recorder Stop Settings Observer Settings Main Video Source and Picture in Picture Define if you are recording the computer screen or camera vi...

Page 28: ...re in Picture Data Data Define which kinds of data you record Choose to capture or exclude Mouse clicks Keystrokes Screen text By default Recorder captures all of this data If you are dealing with sen...

Page 29: ...the AutoPilot Settings of the Recording Details dialog box define if and how you want to use AutoPilot See also AutoPilot File Details Capture Options Task Logger Settings Recording Start Settings Rec...

Page 30: ...lot 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 Task Logger Settings Recorder Modif...

Page 31: ...sks See Designate the Task Logger 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 enters a first and la...

Page 32: ...Enable the Observer checkbox 2 Select Designate the task logger 3 Enter the name of the task logger 4 Click OK When the task logger connects to Recorder the Observer name must match the name designat...

Page 33: ...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...

Page 34: ...Pilot Start See also File Details Capture Options AutoPilot Settings Task Logger Settings Recorder Stop Settings Observer Settings Automatically Restart Recorder Enable the Automatically restart Recor...

Page 35: ...vides 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 S...

Page 36: ...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 see Automatically Restart Recorde...

Page 37: ...n 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 Recorde...

Page 38: ...The study specific information defined in the Study Details dialog box should be the same for all recordings in a study If you modify study details new recordings will not automatically match recordin...

Page 39: ...ecorder 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 corre...

Page 40: ...tructions 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 ta...

Page 41: ...After completing the task the participant clicks End Task which automatically logs an End task marker While working on a task the participant can show or hide the instructions as needed You can also p...

Page 42: ...r success definition and click Edit to modify the task name and description or success definition You can also double click in a field to edit it Select a task or success definition and click Remove t...

Page 43: ...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 prior to the session to give them an idea what to w...

Page 44: ...bservers what each marker should be used to flag during a session You cannot edit Start task and End task marker definitions they are required for logging tasks You can change the color or letter type...

Page 45: ...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 cli...

Page 46: ...adjust analyze and graph survey responses 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...

Page 47: ...he 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 Observer readies t...

Page 48: ...itions tab 3 Select Custom Questions 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...

Page 49: ...n integrated office systems development at Digital Equipment Co Ltd Reading United Kingdom Morae only allows you to use the SUS questions once in a study You cannot modify the SUS questions To create...

Page 50: ...the System Usability Scale SUS questions to populate your surveys You can use the SUS questions only once in a study Custom Question Types You can create various types of questions including CUSTOM SU...

Page 51: ...tom survey you can define the question the scale from 1 10 the labels for each end of the scale and you can include a freeform comment You can add a freeform answer to the Scale custom questions Morae...

Page 52: ...om 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 que...

Page 53: ...vey you can define the question the answers where participants can select one or more of the answers and if you want to include a freeform comment You can add a freeform answer to the Select one or mo...

Page 54: ...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 Morae Recorder Help PDF Page 52 www techs...

Page 55: ...cture in Picture PiP video and audio You can also adjust the audio level and preview the selected video sources Video and Audio Sources are affected by the hardware connected to the computer when Reco...

Page 56: ...camera video If you want to use a specific codec see Screen Video Compression Setup Options or Camera Camera Video Compression Setup Options If your video is too dark or you want to zoom in some came...

Page 57: ...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 i...

Page 58: ...ng show example configurations as seen in the Preview Window See also Choose Video Sources Select a Region Choose Audio Source Modify Video Settings Camera Video Settings Morae Recorder Help PDF Page...

Page 59: ...plication Saves file size while recording at full size To record a region 1 Open Recorder 2 Select Screen Region in the Main video source dropdown list 3 Define the rest of the study configuration 4 C...

Page 60: ...choose not to record audio You can also use the Adjust Audio Level to view and adjust the audio level Use the dropdown list to select the audio source You have the following options None Do not record...

Page 61: ...recording to verify audio levels Good Audio Level Low Audio Level High Audio Level Modify Video Settings Click Modify screen video settings or Modify camera settings to adjust the video settings The e...

Page 62: ...ec We do not recommend selecting this option unless you are an advanced codec user Video Compression Setup Opens the Video Compression Setup dialog box with a list of available codecs You can also adj...

Page 63: ...he 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 F...

Page 64: ...e 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 wan...

Page 65: ...ons 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...

Page 66: ...ialog box to browse through a list of available codecs For more information see Camera Video Compression Setup Options Restore Default Returns the options on this dialog box to the default settings Ca...

Page 67: ...sults 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 fo...

Page 68: ...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 You want to avoid the need pr...

Page 69: ...n introduction to the test along with scenario information o Task Definitions tab Fill in the Task instructions for participant field for all tasks Include the task and any information a participant n...

Page 70: ...s dialog box click AutoPilot 2 Select to Enable AutoPilot 3 When you enable AutoPilot all other settings needed to run an AutoPilot session automatically change to provide the recommended configuratio...

Page 71: ...k displays The participant reads the task and clicks Start Recorder automatically logs a Start Task marker 6 The AutoPilot window collapses and the participant works on the task The participant can cl...

Page 72: ...e test 11 After the participant clicks End Task for the final task if there is a survey associated with the end of the test it displays 12 When the final survey is complete a thank you message appears...

Page 73: ...rd 2003 click the Show Morae Wnd button in the Word toolbar to open or close the Morae Task Window o In Word 2007 by default the Morae Task Pane opens with Word Open or close the Morae Task Pane with...

Page 74: ...Study Components Available in the Morae Add In for Microsoft Word Morae Recorder Help PDF Page 72 www techsmith com...

Page 75: ...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 logging with the computer running Rec...

Page 76: ...o log See Define a Study Configuration in Recorder for information on setting up a study configuration Log marker and task scores to use in Manager during analysis For example if you log marker scores...

Page 77: ...he participant performs during the recording For more information see Tasks 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...

Page 78: ...her start or end marker Manager uses the last start or end marker for the task While you can add markers tasks and scores in Manager after importing the recording you will save time by logging tasks a...

Page 79: ...e not limited to Pre session demographic questionnaire Task completion survey Post test satisfaction survey Session follow up questions Surveys create and associate with session events such as the end...

Page 80: ...For example at the end of Task 1 the survey associated with the end of Task 1 is selected in the survey dropdown list If you send the wrong survey you can Recall a survey before it is complete If a s...

Page 81: ...ording Details The Recording Details dialog box displays data about the current recording session See also Get to Know the Log Quick Tips for Logging a Session Markers Tasks Surveys Morae Recorder Hel...

Page 82: ...s 3 After you disconnect from the session you are prompted to save your log 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...

Page 83: ...5 Follow the steps in the Text Import wizard The log opens in Excel Morae Recorder Help PDF Page 81 www techsmith com...

Page 84: ...ording 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 differ...

Page 85: ...ire 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 Alt Enter hotkey Choose View Full Screen...

Page 86: ...e Viewing window This option is available in both Normal and Full Screen view To toggle the Scale to Fit option on or off do one of the following Click the Toggle Scale to Fit button Use the Ctrl Alt...

Page 87: ...e to Fit and the PIP window appears in the lower right hand corner PIP WINDOW ACTION DESCRIPTION To move the PiP window Click in the PiP window and drag it to a different location To resize the PiP wi...

Page 88: ...o log events and tasks during the recording To log a marker click a button in the Type column The Marker Definitions window is visible by default To hide the marker definitions choose View Marker Defi...

Page 89: ...he port number to all potential observers To use an alternative port 1 Contact your system administrator to determine which port to use 2 In Recorder select Tools Preferences 3 When the Preferences di...

Page 90: ...d return to the Connect to Recorder dialog box If you have any problems with connecting on an alternative port please contact the person who set up the session and your system administrator Morae Reco...

Page 91: ...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...

Page 92: ...ing 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...

Page 93: ...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 au...

Page 94: ...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 Morae Player Command...

Page 95: ...the specified video file but does not play it play Immediately plays the specified video file this is the default setting R Repeats the video indefinitely S Launches without a status bar ST Stays on...

Page 96: ...ick 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 a color in the color grid The spectrum appears along with th...

Page 97: ...cs 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 TSC...

Page 98: ...n 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 cod...

Page 99: ...ll 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 compres...

Page 100: ...SCC Manager default codec settings for Lossless video CODEC TYPE VIDEO FILE COMPRESSION Audio codec GSM 6 10 Video codec TSCC See also Commonly Used Codecs Full Motion Video Default Settings Video Com...

Page 101: ...eckmark in the adjacent box and specify the data rate in Kb Sec Configure Set configuration options for the selected compressor Video Compression Setup Configure Button The Configure button in the Vid...

Page 102: ...er 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...

Page 103: ...ght click on the MoraeRecorder exe and choose Create Shortcut 3 Right click on the shortcut you created and choose Properties 4 On the Shortcut page of the Properties dialog the Target field displays...

Page 104: ...GSRCH 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 searc...

Page 105: ...Morae Recorder Help PDF Page 103 www techsmith com...

Page 106: ...les 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...

Page 107: ...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...

Page 108: ...ding 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 recordi...