Screen Share during Live Qualitative Research

Moderators can screen share, their screen or request panelists to share theirs, while also having the capability to play audio.

The screen share feature is automatically recorded with the session and proves valuable for enhancing the overall discussion experience, especially in informal usability and user experience (UX) studies and various interactive scenarios.

Screen Sharing as a Moderator

1. To share your screen as a moderator, click on the Media Icon at the bottom of the discussion.
   • Initiate screen share after the recording is turned ON to ensure the feed is archived in the right size in your recording.
2. Select “Share My Computer Screen.” (This option is only available to the researcher)
   

3. Choose which Screen, Window, or Chrome tab you’d like to share with participants. 

4. Enable the audio, if needed. Moderators can play audio while screen sharing. Keep in mind that this will only work by selecting an individual tab or the entire screen. The default when sharing an individual tab is "share tab audio", so be sure to de-select if it is not required. As it could cause an echo in the meeting room. Toggle the share system audio button. The sharing audio is available when selecting "Chrome Tab" or the "Entire screen". 
5. To activate the share button, click the window/screen you would like to share. A blue box will appear around the selected window.

 

Screensharing View

The shared screen will take center stage in the meeting room. By default, in the Interactive Meeting Room, the screen share content won't be visible, only a black screen & the video of respondents. (see image below)

Moderators view

 

How Moderators Can View Respondents While Sharing Their Screen (Google Chrome)

To enhance visibility, especially during In-Depth Interviews (IDIs), moderators can use the Picture-in-Picture Extension (by Google). This allows you to extract the respondent’s video stream and position it anywhere on your screen, enabling you to view both the respondent and the shared content simultaneously. Please use Google Chrome for this.

Here’s how to install, pin, and use the extension:

Step 1: Install the Picture-in-Picture Extension

This step only needs to be completed once.

1. Open this link to the Picture-in-Picture Extension (by Google) in Google Chrome.
   

2. Click "Add to Chrome", then confirm by selecting "Add extension" in the pop-up window.

3. Once installed, click the Extensions (puzzle piece) icon at the top right of your browser.

4. Find Picture-in-Picture Extension (by Google) in the list.

5. Click the Pin icon next to it to keep it easily accessible.

6. Now it will always be visible in your extensions 

Step 2: Use the Picture-in-Picture Feature in the Meeting Room

1. In your Live Meeting Room, start by sharing your screen (Application, Chrome Tab, or Entire Desktop).

2. Right-click on the respondent’s video stream.

3. Select “Picture-in-Picture” from the menu.

4. Alternatively, if you don't see the "Picture-in-Picture" when you right-click. Navigate to your extensions bar and click on the "Picture-in-Picture extension.
5. It will immediately make the respondent feel movable, and you can drag it around to the most optimal location. 
6. You can move the Respondent Video Stream next to the Application, Chrome Tab, or Entire desktop that you are sharing.

7. You can move the floating respondent video window next to your shared screen.

8. You can resize or reposition it anywhere that’s convenient for your workflow.

Here is an other example:

View of browser tab screen sharing & respondent video stream

• The screen share is automatically recorded along with the moderator and respondent's video
• Screen sharing will be available in the Insights + Recording tab of your Project Dashboard.

View the respondent's screen

Moderators can request and view the respondent's screen, which, once confirmed by the respondent, becomes visible to all participants who are inside the meeting room. Additionally, the screen share feature is automatically recorded with the main session recording.

1. Open the participant panel in the lower left-hand corner by clicking the Participant icon.
2. To view a respondent's screen, click the button with the monitor icon.

3. The respondent will confirm sharing the screen and select if they want to share their entire screen, a window or a tab. The audio can also be shared with Entire Screen or Tab is selected.

4. Once the screen share has been confirmed by the respondent. Their screen will then be visible to all participants in the room.

Screen Share recording

The screen share is automatically recorded along with the moderator and respondent video and will be available in the Recordings tab. If the interview is conducted in  Germany or if the Blur Interview Recordings setting is enabled for your project, the screen share will be blurred.

Alternatively, you can choose to blur only the participant videos while keeping the stimuli and screen share unblurred. This option can be selected in the project settings

You can also take snapshots of your whiteboard during the session and download them later. These snapshots are available in the recordings tab after the session ends. For more details, check out our article on Whiteboard Snapshot

Initiatve screen share after the recording is turned ON to make sure the feed is archived in the right size in your recording.

Screen Share for Mac OS

To initiate screen sharing on a Mac, start by granting permission for screen sharing in your system preferences.

Here's how:

1. Go to Apple Menu + System Preference + Privacy & Security
2. In the Privacy tab, select Screen Recording
3. Enable the toggle next to the browser you are using (Chrome, Firefox, or Edge) to allow it to record your screen.
4. Once the app is selected, click ‘Quit Now’. Restart your browser and rejoin the meeting room.