Tag Archives: graphicrecording

Help! They want me to do remote graphic recording next week!

With many face-to-face events (wisely) being switched to remote events right now, I’ve seen a lot of questions go by on Facebook from graphic recorders who are being asked if they can work their magic remotely. You can! Even if you’ve never done it before, you can. I’ve got you.

My first (test) recording using the Concepts app

The screen shots in this post were made using Concepts on an iPad. If you have a different drawing app, a non-iPad tablet, or you’re using a drawing tablet with your computer, the basic points are the same; just find the equivalent tools in the application that you have. Check the bottom of the post for a list of common applications and links to their tutorials.

Here’s the list of what you need to know.*

  1. Set up three brushes and an eraser.
  2. Choose a simple and limited color palette, and save the palette for quick reference.
  3. Set up three layers, name them, and don’t panic when you get them mixed up.
  4. Set aside 2-6 hours just to practice.
  5. Get a headset that’s comfortable and reliable.
  6. Ask for a 30-minute tech check sometime before the meeting begins.

Those are the basics. Everything else is optional for the moment.

There is a little more detail to each of those steps, of course. Let’s take a look.

1. Set up three brushes and an eraser.

I use a small solid brush for most of my lines and letters; a larger solid brush for color fills; and a slightly larger watercolor brush for shadows and pastel effects. My eraser is usually sized in between the two solid brush sizes.

My brushes in Concepts. The numbers are the size in pixels (2.5 for the outline, 19.7 for the eraser, 10 for the pastel, and 7.4 for the color fill). Ignore the other brushes for now.

If you want to do solid titles rather than outline & fill, you will also want a larger brush for the titles (or know how to quickly switch between a large and small pen size for your single lettering brush).

Pro tip for neat lettering: With the canvas at 100% zoom (that is, fully zoomed out so you can see the whole page), make a mark like the upright of a capital letter (like P or R or I or D) at the scale (size) you want to write in. Zoom in to a comfortable level for writing, note where the upright is, tap undo to get rid of it, and start writing where it was, at the scale that it was. Zoom out now and then to check your orientation.

I set my brushes up in advance and save them for easy access. Ideally, you will be able to see them all at the same time and just tap to switch.

Can you use more? Sure. Do you want to? Eventually. This week, stick to three. Trust me.

2. Choose a simple and limited color palette, and save it for quick reference.

This one is so important that it’s worth looking up a tutorial for how to do it in your tool if it isn’t obvious. My most basic palette has black, a pastel blue, a pastel grey, a bright blue, and red. Sometimes I swap in another color for the two blues for different recordings. I also have white in my palette, but I use it rarely, and sometimes I include a yellow for glow and highlight effects.

My most basic color palette for the Concepts app. Concepts allows up to 8 colors in one palette, so sometimes I add yellow.

I use black for lettering and for outlining my icons. Red is for emphasis. Light blue is for pastel effects and light gray is for shadows and fills (shadows are done with the pastel brush and fills with the color fill brush). Bright blue is for splashes of color in icons and titles.

Like the brushes, you want to be able to see all the colors in a permanent or flyout palette and just tap the one you need. Can you use more colors? Of course. Eventually. This week, keep it simple.

3. Set up three layers, name them, and don’t panic when you get them mixed up.

From bottom to top, the layers are: pastels, color, line-work. Or whatever names will remind you of those classifications. That way, your letters and outlines are on top, colors slip neatly behind the outlines, and you can gaily sweep pastels behind icons and letters with no fear of messing up the clarity.

My basic layers setup. Concepts allows you to assign a brush to a particular layer, which helps make sure I don’t mix them up, but I still manage to do it sometimes.

You will mix up the layers at some point and put your outlines on your pastel layer or vice versa. If it’s the pastel on the outline layer, it’s immediately obvious and you can hit ‘undo’ and fix it. It’s harder to notice when you start writing on your pastel or color layer. Don’t stress when you do notice, and don’t undo a lot of writing. Just make a new layer, drag it to the bottom of the stack, and start using that for your pastels or colors as needed. There are no layer police and you will be fine.

4. Set aside 2-6 hours to practice.

And you can guess which end of that scale I’d rather you were on, right? The more you practice, the calmer you will be; the calmer you are, the better your work will be. It will take a while to get the hang of zooming in to write and zooming back out to check sizing, of switching pens and colors, of working with the layers. Don’t stress.

The very first graphic recording I ever did on an iPad, back in 2011.
… And this is a few years later, in 2014. See where a little practice will get you?

Here’s a practice regime that I use when testing a new drawing app:

  • Set up layers, pens, and colors. Take time to mess with the settings until you understand how they work — up to 30 minutes.
  • Write your name, draw some icons or people, practice the stuff that makes your work yours — about 15 minutes. This is not the most valuable practice activity, so don’t spend the bulk of your time here. This is just a warm up.
  • Find a photo of a chart you’ve done that you like. Try to recreate it on the iPad. This will teach you more about how your app works than almost anything else. Notice what you can and can’t recreate, adjust your brushes and colors, and get comfortable with your own style — up to 3 hours. I don’t recommend tracing a photo, because you won’t really understand how your app handles scale if you do that. Instead, look at a copy of the chart and recreate it on a blank screen.

    Next, go to TED.com or find a podcast or a news channel or something that you can listen to and record. Pick an episode and play it. Record it as it plays, then play it again and just look at your recording while you listen. Notice what you got and what you missed. You’ll miss more than you are used to, especially at first, but always.

    Let me say that again. You will always miss more when you are digitally graphically recording than when you are doing it on paper. Everyone does. It’s because the interface is more complicated than paper and pen, so a part of your brain that usually helps you listen and record is always dealing with the interface instead.

    Play another video or podcast and record that one. Do this three or four times. Take a minute to compare your last one with your first one — see the progress? You can totally do this.

    This is also the time when you want to get yourself into weird interface places so you can get yourself out of them. If you accidentally hit a button and the whole screen changes and it takes you 15 minutes to figure out why and how to undo it, that’s a gift: next time it happens, you’ll know how to fix it.

    Spend up to 2 hours on this part.

So much for the recording part. The rest is technical details.

5. Get a headset that’s comfortable and reliable.

You’ll work better if you can hear clearly and if your ear doesn’t hurt (ask me how I know). ‘Nuff said. I use the Plantronics Savi 730.

6. Ask for a 30-minute tech check sometime before the meeting begins.

The tech crew will want to know a couple of things from their end, but they don’t know what you need to know. Here’s what you need to check:

  • Ask to be put in the exact audio setup that the meeting or conference will use, and ask someone to speak from the place(s) where the speaker(s) will be sitting or standing. (If it’s a Zoom meeting where everyone will dial in separately, you don’t have to ask for this specially, because the tech check itself should be set up the same way.) Make sure you can hear.
  • Test how to mute your microphone so that you can cuss if you need to without everyone hearing it. (Again, ask me how I know.) Make sure you really are muted and that you know how to unmute. Clarify whether it’s okay for you to speak up if you can’t hear, or if there’s some other way they want you to handle this, like typing in the chat box or texting someone.
  • Share your iPad or tablet screen into the meeting and get them to confirm what they can see. Draw a little, and ask them to tell you how fast it shows up for them. Notice if there’s any drawing lag on your end while you are connected that isn’t there when you’re not connected (there shouldn’t be, but it’s not unheard of).
  • Ask whether they expect to switch between you and anyone’s slides or other shared materials, and get clear on what the schedule and expectations are if that’s going to happen. If you will have to click buttons on your end to make this happen, practice sharing and un-sharing your screen until it’s easy.

Make sure your device is charged, including the stylus, if you’re using an Apple Pencil or other stylus that has a battery. If possible, plug in to power while you work. If you’re using an iPad with Zoom, connect your iPad to the computer with the charging cable and share it through the cable. You’ll get a better connection and your iPad will charge while you work.

Finally, and perhaps most importantly, don’t panic. Stuff will go wrong. You’ll lose a brush or a color. You’ll mess up layers. The app will quit in the middle (or you’ll accidentally hit the round button and minimize the app when you didn’t mean to; ask me how I know…). Just keep breathing. It’s not the end of the world. Everyone is upside down right now because of all the rapid changes and the uncertainty of what will happen today, tomorrow, or next week. Be calm, and people will support you as you do your best, even if you screw up.

Ask me how I know.

Q & A

Q. What if my app can’t hide my drawing tools?
This is a nice-to-have feature, where you can see the tools but the participants can’t. If the app you choose doesn’t have it, don’t worry about it. It’s infinitely better to use an app that you are comfortable with that doesn’t have this feature, than to struggle with one you don’t like that does.

Q. Should I use the lasso tool to move or resize stuff?
Not if this is your first rodeo, no. (Sorry-not-sorry about the pun.) You can tweak it post-production if it really bugs you, but just go with what you’ve got while you’re working live. Better to keep moving.

Q. My app lets me make icons ahead of time and just paste them in, but you didn’t mention that. Why not?
Because it will slow you down. It feels like a shortcut, but as you’re learning how to listen and write and use the app, it will slow you down too much. It’s tempting, but leave it for now. You can work up to that later.

Q. What’s the best drawing app to use?
If you are totally at a loss as to where to start, try Procreate. I’ve done these screen shots with Concepts because it’s what I currently use when I record, to the point that I’ve lost facility with other apps. However, I don’t recommend Concepts to a beginner. It’s powerful, but boy is the interface confusing. Plus it lacks a quick way to zoom back to 100% size, which can trip you up.

In reality, the best app to use is the one that feels good to you, which may or may not be Procreate or Concepts. Try a few and see which seems to make the most sense, then use that one. This is worth taking a little time to do.

I’ve listed some common options here; there are others. Some of these may not have all the features I mention in this article, like a watercolor brush or layers. If you find that you love one that doesn’t have those features, great. Make it work for you using the tools that it does have. I’ve also linked to a tutorial for each app, when I could find a good one.

Q. What’s the best stylus to use?
Again, the one that feels most comfortable to you. I use an Apple Pencil.

Q. You’re sure I can do this?
Positive. You got this. Go help people stop traveling.


* This is the crash-course, bare-minimum, starting-from-zero-got-to-do-it-in-five-days level of information. There’s a lot more to it than this, but this will get you going.

Cleaning Chart Photos with CamScanner

One of the participants in last month’s Advanced Visual Facilitation workshop pointed me to a new (to me) app for cleaning photos, CamScanner. I’m pretty happy with the way it cleans charts, and like many of you I’m having trouble with ScanScribe as my laptop advances technologically and poor ScanScribe does not.

CamScanner is an iOS app (there is also an Android version). It can open photos from your phone or iPad’s camera, or you can take photos with the app itself. Once you get a photo in there, you can correct the keystoning (straighten the edges), drop the gray out of the background paper, brighten the image, and transfer it to your laptop for final clean-up or editing. To my delight, I discovered that I could even do the transfer to my laptop even while sitting on a plane with no internet access.

You can also create an account with CamScanner to get cloud storage for your documents, but I didn’t. You can do everything described below without creating an account.

Here’s the original photo I was working with, taken on my iPhone:

Original chart photo

A teaching chart from the AVF workshop (original iPhone photo).

 

And here’s the way it came out of CamScanner after less than a minute of work:

Cleaned chart image

The same chart cleaned up in CamScanner.

 

Get a Photo Into the App
Launch the app and either use the camera button to take a photo (I haven’t tried this with a chart so I don’t know what the results are like), or use the import button (the smaller button) to grab one from your photo roll. You can open a few at a time.

CamScanner screenshot

Adding a photo to CamScanner

 

Correct the Keystoning
If you added a single image, the app takes you to the keystoning correction right away. Match up the circles with the corners and middles of your chart and click the checkmark to save.

CamScanner screenshot

Correcting the keystoning

 

If you added several images, it looks like the app does the keystoning for you. Tap one of the photos you imported to look at it more closely. If the auto-correction is not quite right just tap Re-Edit (top right) to do it yourself.

CamScanner screenshot

The Re-Edit button

 

Correct the Color
After you do the keystone correction, the app applies Magic Color almost as if reading your mind. That’s the one that drops out the gray paper background. You can check it against the original by tapping the Original button, or play with the other settings, but Magic Color usually does the job. Sliders at the bottom let you adjust the magic, the brightness, and the saturation. Click the check mark when you like what you see.

CamScanner screenshot

The Magic Color button

 

Wait… Was That an OCR Button?
Yes, yes it was. There are several languages you can choose from, but don’t get your hopes up. I haven’t found the OCR to do very much with my hand-drawn charts.

Put Them on Your Computer
Hidden behind the More button, the app has several ways to share your photos (email, text, upload to social media, connect with apps like Dropbox, Evernote, and others, and so on).

CamScanner screenshot

Sharing options

 

If you save them to your Camera Roll, you can use Air Drop to transfer them to your computer. I was utterly delighted to be able to do this on a plane, because I needed to clean one last chart to complete a project and Photoshop wasn’t cutting it. There was too much variation in the background. Since I had the photo on my phone already and plenty of time on my hands, I decided to give CamScanner a try. It did a great job, I saved it back to my phone, and then I used Air Drop to share the photo back to my laptop in about ten seconds.

Finish Up in Photoshop
CamScanner leaves a bit of garbage behind, but it was very easy to clean up compared to trying to do the whole chart in Photoshop.

And there you go! I definitely recommend it for speeding up your chart cleaning if you’ve lost ScanScribe.

What else have you found to quickly clean charts? I’d love to explore more options.

Importing Custom Brush Sets – Sketchbook for Mac

This deals with the desktop version of Autodesk Sketchbook, not the iPad version. Sketchbook is now a subscription application. Only the paid, Pro version allows importing of brushes.

Illustration of Rachel's brush set

My custom graphic recording brush set.

 

Some time ago, I created a custom brush set for Autodesk Sketchbook Pro (an older version). I’ve updated the brush set and created a video showing how to import a brush set into the application.

Download my new Graphic Recording brush set for 2015.

If you prefer the older set, it’s still available here (scroll down, it’s near the bottom of the post), and it can still be imported.

Don’t unzip the files; Sketchbook will look for a zip file when you try to import the brushes. Happy recording!

The Art and Experience of Graphic Facilitation: Fireside Chat from Nexus4Change

On June 3, 2015, I sat around a virtual campfire with Steve Cady, Rebecca Bruns, John Spalding, and about 50 guests, and we talked about graphic facilitation as an art and as an experience. I was honored to be invited to think of myself as a warrior and an artist. The chat lasted a little over an hour and you can watch and listen to it here:

What I loved about this was the way Steve pulled in images from all around the web to prompt the discussion topics. I had a list of advance questions that I responded to, but the chat itself wandered in and out and around that list, so it was totally unscripted. It was a fun conversation, covering a range of topics, including the nature of virtual campfires, the New Media Consortium’s Horizon Report, graphic facilitation and technology, my personal mission on earth, interpretation and reflection in visual practice, and the emotional aspects of taking visual notes.

A Digital Graphic Recorder’s Review of the WorkVisual App

Exploring WorkVisual

I admit I’ve been waiting for this app to be released ever since I first saw it demonstrated at EuViz 2014 by its creator, Holger Nils Pohl. I fell in love with the demo and instantly became BFFs with Holger (at least on my side). When the beta version was ready, I happily tested that, although I had to use a colleague’s iPad to do it. Now I’m thrilled to have the WorkVisual app on my own iPad and to have played with it enough to write up a review. (A long one.)

Lest you think that I am regarding this app through rose-tinted glasses, let me say right up front that it isn’t perfect. Read on to find out what I love, what I don’t love, and why despite its rough edges, this app is worth the $40 sticker price to me. But first, a video I created with the app yesterday:

See below for some notes about the video.

 

WHAT’S WORKVISUAL?

WorkVisual is a drawing app designed by a graphic recorder for graphic recorders. It’s optimized for digital note-taking, sketchnoting, and graphic recording. It isn’t a mind-mapping tool or a drafting tool. It’s designed for people who write and draw everything by hand. For those of us who know and love the original Brushes app, this is the first app that even comes close to reproducing the features and line quality of Brushes. Because it was designed by a graphic recorder, it adds some important features that even Brushes didn’t have.

 

WHAT I LOVE

In no particular order, these are the features that make me giddy with delight:

  • Presentation modes: WorkVisual has two modes for projecting the screen, Full and Follow. Set it to Full, and the projector keeps your work at 100%, showing the entire screen no matter how much you pan and zoom on the iPad itself—perfect for digital graphic recording in front of an audience. Set it to Follow, and viewers see what you see—perfect for teaching.
  • Gallery tags: I create a lot of drawings. WorkVisual has a tagging feature so that I can add the subject, client name, location, event name, or other labels to a drawing. Later, I can search on that tag to pull up all the related drawings.
  • Four spots for brushes: Access three custom brushes and an eraser with one single tap. This means a lot less fussing around in the brush menu.
  • Clean interface: The UI is incredibly simple and light. I had actually done two different graphic recordings before I realized that there’s no way to dismiss it. I simply stopped noticing it was there, except that all of my tools were always available.
  • Transparency lock: I love this, just love it. You lock the transparency of a layer, and then you can color over places you’ve already drawn, but nowhere else. Great for fixing mistakes where you wrote or drew in the wrong color accidentally.
  • Layer access: Switch to any layer with one tap. I switch layers a LOT and this makes my work so much faster.
  • Set as default: This hidden feature is super handy. In the Gallery, you can choose a drawing to set as the default, which means that any new drawing will start with that as the base. Great for setting up the titles and basic frames for a series of graphic recordings at an event.
  • Brush presets: Get your brushes just the way you want them and save a preset. Then, modify them for a custom job and save a different preset. Switch between them with a couple swift taps. Awesome.

And there are the features that are must-haves for graphic recording, for me at least:

  • Zoom: zoom way in, and double-tap to zoom out instantly. I use this all the time. Because the zoom is a double-tap and not a single one, you can tap-to-dot for punctuation, lettering, and so on.
  • Layers: Up to six, which is enough for me. They have the standard features of merge, transform, normal & multiply modes, opacity, duplicate, add a photo, clear, fill, and hide.
  • Undo: Just like the original Brushes, if you undo something, it won’t show up in your movie. Yay!
  • Export options: From the Gallery, you can mail a drawing as an image, save it to your Photos, or export the image sequence for the WorkVisual Exporter Mac tool (alpha).
  • Brush options: The brushes are customizable to just the right amount—enough flexibility to be useful without being confusing.
  • Color palettes: Create up to five swatch palettes of 15 colors each, plus you always have access to a custom color picker.
  • Eyedropper: Tap and hold anywhere to pick up that color, just like the old Brushes — yay!

 

WHAT I DON’T LOVE

Of course, there are a few things that aren’t ideal. Some of these might be bugs, and some are purely my preferences. I’ve shared the ones I think are bugs with the app’s creator, who is super and very open to feedback (thanks, Holger!). Again in no particular order:

  • Double-tap to zoom: This is a plus and a minus. It’s a plus because, as noted above, I can dot my i’s and punctuate properly. But I find that most of the time, the app reads my double tap as a single short stroke. The workflow looks like this: double-tap, double-tap, double-tap, double-tap, zoom, undo, undo, undo. I imagine for someone using a stylus, this would be difficult too.
  • Current brush shape doesn’t highlight: When editing a brush, it would be nice to know which brush shape was currently selected without having to look down at the brush button.
  • Brush sizes reset in between choices: If you set up a custom brush and change its pixel size, then use that same button to select a different brush temporarily, when you go back to the first brush it will have reset to the default pixel size. Creating and loading presets doesn’t help. This gets in my way because I have six common brushes and there are only four brush buttons, so I have to change to the other two when I need them. My basic brush keeps resetting from 3 pixels to 30. (Then again, maybe the app is just trying to tell me I write too damn small.)
  • ‘Undo brush’ notification: Every time you tap Undo, which for me is often, a little box pops up to let you know the brush is being undone. I have to wait for it to vanish before continuing. It doesn’t stay up long, but it breaks my flow and I would love to be able to turn it off.
  • Layer order in Export tool: There’s a bug (I assume) in the exporter tool that reorders layers when you export a high-res image or video. Since I usually create the text & outline layer first, then create the color layer when I need it and drag it underneath the first layer, this means that in the exported video my color is on top of my outline, which looks bad. You can see it in the video if you look closely enough.

 

WHY IT’S WORTH THE STICKER PRICE

At the time of this posting, WorkVisual sells for a pricey $39.99. I hear you. “For an app?! Are you nuts?” I know, I know. Here’s the thing. I’m a professional digital graphic recorder. This is a professional tool. It’s worth the investment. If your work involves drawing, sketch noting, or graphic recording with the iPad, this is the next tool you want in your toolbox. One job will cover it, you know it will.

When people ask me which app I recommend for graphic recording on the iPad, this is the one I will tell them to get if they are serious about it.

 

MY BRUSH CHOICES

It’s all explained in the video, but here’s a reference for my initial brush setup (click it for a readable copy):

 

Screen shot showing Rachel's brush settings

 

I think I’ll change the basic brush from 3 pixels to 5 pixels, because there’s a lot more variability in the line at 5 pixels. Plus, it really wouldn’t hurt if I wrote a little bigger. That will probably mean I bump the Color and Eraser brushes up a couple of pixels too.

 

MY TOOLBAR SETUP

This is how I have my brushes set up, and how I arrange the layers as I create them:

Screen shot showing brush layout

 

It’s a screen shot right out of the app, and all the lettering was done in WorkVisual. That’s its actual toolbar.

 

MAKING THE VIDEO

I’ll post a detailed step-by-step in a week or so once I’ve gotten the process smoothed out. For now, the short version is that it is possible but you’ve really gotta want it. Here’s a high-level overview:

  • Create your drawing. There’s a bug in how the layers are rendered out, so it’s best to set up your layers before you start and don’t drag any layers underneath any others.
  • In the Gallery, use the Export for Mac Tool command to email the .workvisual file to yourself.
  • Open the .workvisual file in the WorkVisual Exporter (separate Mac application).
  • Export it as described in the instructions on the app website.
  • Use your favorite tool to convert image sequences to video (there is a WORLD of sub-steps hidden in this one). I haven’t successfully rendered a high-res video from the app yet.
  • Open the video in your favorite video editor, add a voiceover and soundtrack, and render it out. Ta da!

You can see the result above. Couple things to look for in the video:

  • Since I couldn’t render a high-res one, it’s tiny (540p). If I render it larger (740p or 1080p) the lines are very blurry and look bad.
  • That, combined with my tiny writing, makes it difficult to read the text.
  • I made a couple of mistakes and erased them, so you’ll see that happening. Other mistakes I used the ‘undo’ command to get rid of, and you won’t see those.
  • The layering bug means that everything I color shows up on top of the outlines in the video. It looked right when I was recording it, but because I had reordered the layers, it comes out wrong in the exported video. It’s correct in the final still image of the video, which is a screen shot of the app.

 

THE BOTTOM LINE

I’ll say it again: When people ask me which app I recommend for graphic recording on the iPad, this is the one I will tell them to get if they are serious about it.

I am thoroughly delighted with the app and ready to start using it as my primary digital note-taking tool. The initial release is a solid, robust app that does what it says it will do, with a clean interface and just enough features for graphic recording. I’m confident that it will continue to evolve and develop.

Because the Export tool is still in alpha, I’m not quite ready to kill Brushes in favor of WorkVisual, but I can see that happening down the road. This is good because my poor iPad is existing in a state of unstable limbo with iOS 7. I can’t upgrade to iOS 8, or I’ll lose Brushes’ ability to export high-res images and video completely. At the moment, Brushes is still the better option for creating video in terms of workflow and output.

With a little more work on the alpha Exporter tool, WorkVisual will soon be the app that I use most out of all the ones on my iPad.

 

Updated to add a mention of the Eyedropper feature that got left out the first time.

Join.Me’s Whiteboard for iPad: Graphic recorders, rejoice!

Join.Me, a web conferencing tool, has released a new feature in the mobile version: Whiteboard for iPad. It’s worth a look.

Overall assessment:

This is definitely a big step in the right direction for making digital graphic recording accessible for more people. With this tool, you can start, host, and graphically record a web meeting in seconds, all from your iPad.

detail of Join.Me's whiteboard on iPad

What is it?

Join.Me is a web conferencing tool (think WebEx, GoToMeeting, Adobe Connect, Zoom, and so on — there are lots.). This one has a hip, friendly vibe and is incredibly easy to use whether you’re on a desktop, a laptop, an iPad or other tablet, or a mobile device. Incredibly easy.

The thing that has catapulted Join.Me from ‘incredibly easy’ to ‘wow, just wow’ for me is its new whiteboard for iPad feature. I tested it today with some willing volunteers (thank you all, you know who you are) and I’m impressed.

With the whiteboard, you can draw, write, create shapes, and import images from Join.Me’s easily-accessible library or from your own photos on the iPad. You can share it while you’re drawing it, so viewers can see your whiteboard. You can share other documents, too, once you get them into Join.Me. You can draw right on the iPad’s screen and everyone can see it whether they are joining the meeting from a desktop, a laptop, an iPad, or a mobile device.

With one tap you can be in an audio conference along with the screen sharing, which means you can start, join, and participate in web meetings on your iPad and share your iPad’s screen. Yes, that means you can now graphically record web meetings on your iPad and have everyone see it. Easily.

What’s it good for?

I can see using this in several ways:

  • To share concept sketches or other documents with clients, annotating them in real time while we talk, even if I’m sitting in an airport or a hotel room or anywhere else.
  • To graphically record web meetings and have everyone be able to see it, even if I don’t have my giant Cintiq handy.
  • To quickly create rough sketches to capture ideas during a meeting.

Desktop view of Join.Me whiteboard

This is what it looks like on the computer when someone is sharing an iPad whiteboard.

 

Likes & Wishes

What I like about the whiteboard tool:

  • Infinite canvas: You can just keep sliding your work to the side and adding more. Viewers can pan and zoom independently of the presenter, too, so they can go back and check details anytime they need to.
  • Zoom: Totally necessary for any drawing app, in my view. The zoom isn’t as smooth as I would like and it takes a couple tries to zoom out sometimes, but there’s a handy framing button that jumps you back and forth.
  • Drawings are objects: Everything is treated like an object, which is nice because it can be resized, dragged, removed, recolored, and so on. You can pull a sticky note out of the Join.Me library, write on it, and then move and resize the whole note.
  • Layers: I also really like layers in my drawing apps. This one has rudimentary layers, allowing you to move objects in front of or behind other objects.
  • Library: The sketch library provided with the app is nice. I like that you can also bring in your own art — which means you can create your own library of stuff that you use over and over. It’s really easy to drop stuff into the whiteboard from the library, too.
  • Audio: During testing, I tapped the little phone icon in the top left corner and joined the call from my iPad. The sound quality on my end was great, and my partner in crime told me she could hear me loud & clear too.

Join.Me whiteboard with zoom

The sticky note background, car, clouds, and book cover were pulled in from the image library and my photo roll. The rest was drawn in the whiteboard itself.

 

What I wish:

  • It still isn’t a collaborative whiteboard; only one person can work on it at once. If you pass the presenter role to someone else, your whiteboard stays with you, and they have to start a new one or share another document, so in that sense it’s like any other web conference screen share. However, you can email the whiteboard to yourself in JPG, PDF, or (game-changer alert!) native Join.Me format, so someone else can load it into their copy of Join.Me and continue working on it. I’m a big fan of any iPad app that lets you move your content around. BIG fan.
  • Like any other iPad graphic recording tool, it does slow you down. It just takes longer to navigate around the space, draw and write things. I wouldn’t try to do detailed graphic recording while facilitating a meeting using this tool.
  • You can’t use the whiteboard from the desktop version of Join.Me, at least not that I can see. You can watch, but you can’t create and share a whiteboard. Since you can create and share your screen using any application you have on your computer, this isn’t a huge deal.

Join.Me on the iPhone

What it looks like on my iPhone (sideways).

Where do I get it?

The app is available on the app store. If you don’t need to run meetings, it’s free. If you want to host meetings, you’ll need to visit Join.Me on the web and get an account. There’s a basic, free one that lets you have up to 10 participants, and there are pro and enterprise levels too.

There’s also a Join.Me desktop application that’s only necessary if the person on the computer wants to present. If they’re just attending, they can do that right in a web browser without downloading anything. (Did I mention easy?)

Testing the new Work Visual app

Today everything aligned perfectly — time, equipment, and perseverance — and I was able to test the new Work Visual app by Holger Nils Pohl. I am SO excited! These are some initial notes about my experience.

I started by doing random doodles to get a feel for the interface, but of course the only way to really test it was to do some visual note-taking. I had been meaning to watch Tom Wujec’s TED talk on Solving Wicked Problems, so I fired it up and went to town. Disclaimer: I listened to it twice, and made liberal use of the pause button the second time, because the newness of the interface slowed me down a lot. (Know your tools!) Here’s the result, which doesn’t look substantially different from what I might have done with my old favorite, the original Brushes app. Click to see it larger:

Visual Notes of TED Talk

Visual notes of Tom Wujec’s TED talk, Wicked Problems, made during a trial of the beta version of the Work Visual app.

 

LOVE IT: What I already adore about the app!

  • I love the clean interface and the ease of switching layers and brushes.
  • I love that I can customize four brushes and they are right on the toolbar.
  • I love the zoom in (but not the zoom out, see below).
  • I love the line quality, which for me is one of the most critical components. Nailed it!

WISHES: What I would wish to see in future versions.

  • Double-tap to zoom out. If there is a quick way to zoom back to full screen, I never found it. This is what gave me the most trouble during my practice run.
  • I don’t know if it was the iPad I was using (I had to borrow one*), but the panning kept sticking while I was zoomed in. I’d start dragging with two fingers, and sometimes nothing would happen. This slowed me down a lot too.
  • There’s a strange thing that happens when one line crosses another, like when I’m lettering. At first I was disturbed by it, but then I realized that it wasn’t permanent and I was able to ignore it. What happens is that the color gets shifted around the crossed lines (on the left), but once you zoom or pan, it goes back to normal (on the right).

(Left) Color shifting when lines cross; (right) back to normal after zooming.

(Left) Color shifting when lines cross; (right) back to normal after zooming.

 

I wasn’t able to test the projection capabilities today, but I am super excited about them because it means you can FINALLY do graphic recording on the iPad while hooked up to a projector and not have to distribute airsickness bags to the audience beforehand. You can set it to only show the full screen, no matter how much you’re zooming and panning. Hurray! I also couldn’t test the video export but I hope to be able to once it’s ready.

I am so looking forward to the release of this app! Want to follow along while Holger develops it?

Work Visual on Facebook

Work Visual on Twitter

* Why I couldn’t use my own iPad: I’m still using the original Brushes app to create videos. Unfortunately, the export features of the original Brushes don’t work with the newest iOS. Also unfortunately (for me), TestFlight, which you need in order to test Work Visual, doesn’t work with older versions of iOS. So Brushes and the Work Visual beta cannot coexist on my iPad.

Two new resources for better visual meetings

Cover of the book on gallery walks

The Gallery Walks book

My colleague and friend Lisa Arora of Get the Picture recently published two digital books about important topics in graphic recording — how to really make the most of the dance between a facilitator and a graphic recorder, and how to conduct gallery walks of completed charts — and they are outstanding.

How To Get the Most Out of Working with a Graphic Recorder is an excellent resource for facilitators and graphic recorders (GRs) about how to work together. The suggestions and explanations are clear and insightful, and if you implement them I guarantee they will make your very next tandem engagement better. I highly recommend it for anyone running a meeting or workshop who plans to work with a GR, even if you don’t think of yourself as a facilitator. If you’re wondering whether you want to hire a graphic recorder and have never engaged one before, read this book to understand how to work with one so that you reap the real value of working visually. If you tend to work solo (doing both the facilitation and recording yourself), you might pick up a few tips, but the book is really aimed at facilitator-graphic recorder partners, and for those who plan to engage one or the other.

The other book, The How To on Effective Gallery Walks for Visual Meetings, is comprehensive, creative, and brilliant. It really gets into gallery walks (where participants spend reflective time looking at the maps at different points in the meeting, and thinking deeply about them). It goes way beyond grouping people up and having them file past the charts. If you want to extend the life of the maps, maximize their usefulness to participants, and deepen the level of thinking in the group, get this book, read it, and build a real gallery walk into your next visual meeting. I’ll be pulling ideas out of this one starting immediately, I can tell you.

Go take a look at the two books. If you partner or hire facilitator/GR partners, get them both. If you are a graphic recorder, a facilitator, or a dual-role graphic facilitator, or if you plan, host, or sponsor visual meetings, get the one on gallery walks. You’ll be glad you did.

Two resources for building your visual vocabulary

excerpt from visual notesWhen I’m doing graphic facilitation or recording, people often come up and ask me how I came up with those icons while they were talking. Naturally, I tell them that I didn’t! Like most graphic recorders, I don’t invent many new icons on the fly. I practice them in between sessions, pulling ideas from all kinds of sources, both digital and print. And I snag ideas from other graphic recorders whenever I can. That way, when I get up to the wall, I already have a visual vocabulary to use.

If you’re new to the whole visual vocabulary idea, you’re in luck: May was Visual Vocabulary Month on Verbal to Visual, Doug Neill’s blog. He covered why you do it, how to organize it, how to get started, and how to make it a regular practice. Take a look at the wrap-up post that describes it all.

If you’re new to the whole concept that we’re all able to draw, you’ll want to head over to Jeannel King’s series of Good Enough Drawing Tutorials. Jeannel creates these nifty little quick tutorials that show you how, with a few simple lines, to draw anything from birthday cakes to bats. Take a look at the Resources section of her site while you’re there.

Then get out there and add something new to your visual vocabulary this week!

GR101 is going to Berlin!

Interested in learning how to be a graphic recorder? Planning to be in Berlin in July? Have I got some news for you!

The fabulous Lisa Arora (of Get The Picture) and I will once again be co-leading the IFVP’s signature training, Graphic Recording 101 (or GR101). It will be held on July 22, 2014, in the awesome Hotel nhow. The workshop is scheduled as a pre-conference session in conjunction with EuViz, a brand-new conference hosted by Kommunikationslotsen and Neuland and co-hosted by IFVP. Already, EuViz promises to be something very special. The conference itself is sold out, but the pre-conference isn’t, and you don’t need to attend EuViz to attend GR101.

You can learn more about GR101 and register for it on the EuViz pre-con page. Not sure yet? Here’s the promo video for the workshop: