Scheduling in EchoVideo for Departmental Schedulers
Getting started with Scheduling
If you are interested in being a Lecture Capture Scheduler, please contact lecturecapture@warwick.ac.uk
Lecture Capture schedulers must have done the following:
- Undertaken training with the Educational Technologies team and been given delegated access to schedule recordings in EchoVideo and/or the Lecture Capture Scheduling (LCS) tool.
- Read and accepted the terms and conditions and have your Head of Department's approval to add and manage recordings for your department only.
You may have been added to more than one department if you have submitted the form with approval from additional HoDs. This page is a reminder of the information covered in the training.
Finally, if any issues are reported with lecture capture scheduling for your department, the reporter will be referred to you in the first instance for triage.
What can a Scheduler do?
As a scheduler, you will be given authorisation to do some or all of the following:
On EchoVideo:
- Create courses, and sections for the classes being offered.
- Schedule sections for capture, so that classroom lectures can be recorded.
- Manage the section capture schedules.
- Use the Import process to create courses and schedules via CSV import.
On the LCS tool:
- Enable automatic scheduling of lectures and/or seminars based on room booking data
- Choose the options for what will be recorded, when it will be released, and if it should be live streamed.
Think first ...
When scheduling, you will want to think about the following. We have some pages to help and the rest will come with experience.
- Consent - Warwick operates an opt-in lecture capture policy for staff and research students who are teaching. Has the presenter consented to be captured - if not, then you must not record them. If students are being captured, have they given consent to you and to the department or have you notified them and given them the option to opt out?
- Ownership - the capture should be owned by the presenter, not by the person creating the capture where possible for GDPR/Consent purposes. NB Ownership also confers EchoVideo permissions e.g. only the owner can insert the recording into Moodle using the EchoVideo media embed tool.
- Room equipment Link opens in a new window - does the room have one or more displays, document visualisers, teaching PCs, camera etc. This will dictate what can be recorded.
- What people want to record - some people want video, many people do not. Are they recording just their presentation on the screen [may need to just capture a single display], handwritten content on the visualiser as well [both displays], or capture handwritten content on a blackboard or whiteboard [either one display and the video, or video only, and setting the quality to highest].
- Camera controls - if they are being captured using an in-room camera, they may need to be notified to turn this on at the start and off at the end.
- Local vs centrally timetabled room bookings - managing clashes for example. Have you confirmed your local rooms are booked for the correct staff? If you are creating a schedule for a centrally timetabled room, have you booked it correctly for the same period?
- Modules vs ad hoc recordings - what module occurrence is this for, where is the capture going to appear on EchoVideo, what section.
- Lecture or Seminar - care should be taken before recording seminars as these are generally more interactive and students may be recorded. You should ensure that students are notified in advance and given options to participate without being recorded if required.
- Linking to Moodle / MyWbs etc. How will people see the capture?
If you use the room booking system
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Use the Lecture capture scheduling tool for recordings with individual class bookings.
- For recordings where you have block-booked a room for an extended period via room bookings, and if you have access to EchoVideo for scheduling, you can either
- use one of the options below depending on the number of items rather than creating a single very long recording or,
- preferably, amend the room bookings so that they are broken up to reflect the structure of the day and then use the lecture capture scheduling tool.
If you do not use the room booking system
- For single or small numbers of recordings, use the Schedule an ad hoc capture process. This is quick and straightforward.
- For recurring recordings, use Schedule an ad hoc capture process and use the 'repeat' option to create weekly individual schedules with the same details. You can edit these individually if you wish.
- For larger numbers of recordings, use the Schedule via CSV import. This can take some time to get used to but is very flexible and can handle any number of recordings.
Manually schedule events directly on EchoVideo
Please read the following before opening EchoVideo -https://admin.EchoVideo.com/hc/en-us/articles/360035033992- Getting-Schedulers-Started- and then please note:
Departmental Schedulers should never use the manage terms button to amend Term(s).
This is important as changing dates could mean students lose access across all recordings in that term until the dates are corrected.
Your standard instructor account on EchoVideo will not permit you to schedule a new capture. You will need to change roles each time you want to schedule something.
- Log into EchoVideo.
- Click on the profile icon at the top right and then on Change.
- Select Scheduler and click OK.
You may need to add courses and sections under a department for non-module related events. Adding a new course should be a rare occurrence but if, for example, you run a lot of annual conferences, then you may wish to have a 'course' level folder to hold all of these events called 'Conferences'.
We recommend the following:
Course ID | Course Title | Description |
Dept-Gen | Department General | Recordings of events or sessions that do not fall under any other category |
Dept-Conferences | Conferences, Symposiums & Workshops | Recordings of Conferences, Symposiums & Workshops |
Dept-Welcome | Welcome Week & Induction Sessions | Recordings of Welcome Week & Induction Sessions for new students |
Dept-Staff | Departmental & Staff Meetings | Recordings of internal departmental meetings, not student facing. |
Dept-Careers | Careers & Skills Events | Recordings of events aimed at supporting students careers and skills. |
Dept-Exams | Exams & Project Briefings | Recordings of exams and project briefings that fall outside of the module sections |
Dept-Teaching | Extra-Modular Teaching & Learning | Recordings of teaching and learning events that fall outside of the module sections |
Dept-PGR | PGR Events | Recordings of events by and for PGR students |
- Click on the Courses tab. You will only see the courses that you are in your delegated department.
- Search for the Course (module code or other relevant text), and click on the> icon on the left to open it.
- Find the section that you want to add the capture to and click on it.
- Click the New Capture button.
- Provide the following information:
- Title - This is the name of the class and of the capture. It can be any text but you should make it meaningful.
- Presenter - This person must have given consent to be recorded and have logged into EchoVideo already. If you add someone here who has not given consent, you are accepting any legal ramifications arising. Appearing in Echo does not mean that someone has given consent - always check and confirm.
- Campus, Building, Room - rooms must have lecture capture to appear here. They may have different names or locations to those you are expecting. If unsure, please ask.
- Inputs - Each room has 2 inputs and the options will depend on what equipment the room has and what the person wants to record. This is not easy to explain and will come with experience.
- A (audio) - audio is always recorded. Use this on its own for podcasts.
- AD (audio/display-1) - presentation only i.e. record a single display, usually the teaching PC.
- ADD (audio/display-1/display-2) - presentation and one other input i.e. both displays, or one display and the camera (see also ADV). This is a safe option that may record more than required but will not miss anything. Remember cameras have to be enabled in most rooms.
- ADV (audio/display-1/video-2) - presentation and video. Cameras are sometimes connected directly in rooms with a single display.
- AD (audio/display-2) - video only. Note this is not the same as the AD above. This is now input 2 with the camera attached to it (may also appear as AV)
- Quality - the default, High, is suitable for most recordings. 'Highest' is used when people are writing on a blackboard or whiteboard.
- Livestream - choose whether the capture will be live streamed ('simultaneously' plus 1 minute). If you are doing this, you can stream live to Moodle as an embed using the external tool link, or make this section public to share more widely. You cannot share individual captures.
- Start date, start time, end time - note that there is an absolute max of 8 hours*, we recommend keeping captures to only 4 hours to minimize recording and editing issues. Start and end times are AM and PM, not 24HH clock.
- Repeats - Use the repeats option to copy this ad hoc event over multiple days/weeks. You can amend individual captures if there is a need to amend just one of the sequence at a later date. For multiple events that have different details such as days of the week, rooms, or presenter, use the CSV import.
- Course, Term, and Section should already be set. You can change these if required.
- Select whether you want the recording to be released immediately or select never in order to release manually.
- Optionally add sections that this recording will appear in with the same name.
- Click Save.
Step1: Complete the spreadsheet
Follow the instructions on the schedule a recording guide. You will want to check the section names, room locations and date format etc to be certain it will work. The file must be a CSV (not a CSV UTF-8) file or you will not be able to find it to upload. XLSX will not work.
Read this Echo guide: https://admin.EchoVideo.com/hc/en-us/articles/360035035592 for a lot of detail.
Pay particular attention to the inputs - each room has 2 inputs and the options will depend on what equipment the room has and what the person wants to record. This is not easy to explain and will come with experience. If you need help, please ask - alternatively, set up some tests to determine how your local rooms are configured.
Input 1 | Input 2 | AKA (see teaching modes) | What is recorded |
Display | Presentation only | Record the left input only, usually the teaching PC.In rooms with a camera but no display, this will record the camera. | |
Display | Display | Presentation and other / Presentation and video | Record both inputs. This may be the teaching PC and the document visualiser, or the PC and the camera in a room with 2 displays and a camera, if the camera is enabled. |
Display | Video | Presentation and video | Record the left input (probably PC)and the camera (in rooms with a single display) |
Display | Video-only | Record video-only in rooms with a camera (and 2 displays) | |
Video | Video-only | Record video-only in rooms with a camera (and a single display) | |
Audio-only |
Record audio-only (podcast style) |
Step 2: Upload the spreadsheet
- Click on the Imports/Exports tab
- Click the Import CSV button
- Choose Version -Version 2
- Choose an object -Schedule
- Choose an action -Create
- Scroll down and click on Upload CSV
- Click on Select Files to Upload and find your CSV
- Click upload
- EchoVideo will process any rows that are correctly formatted and create a schedule. Any row that is incorrect will fail and will not be processed. These rows will need to be amended and the import tried again until it works.
Step 3: Troubleshoot errors and reupload
Without trying to be too pessimistic, errors are inevitable. The list below contains some common examples and what to do about them.
- UTF-8 - if it will not import at all, sometimes giving the error 'An unknown error occurred', resave the XLSX or CSV as a standard CSV, not CSV-UTF-8.
- Section not found - check that the section ID is identical. The easiest way is to find the section, click on the edit / pencil icon, and then copy/paste the section name.
- External Id is not unique /Schedule has duplicate Schedule Section details for publishing - the extID must be unique (and should not have any special characters such as : ; , £ $ & * " !, although - works.) We have suggested one way of doing this in the instructions, you can add additional characters as required. NB If you have uploaded a spreadsheet, and some rows completed, and you then reupload the spreadsheet with the same rows included, it will show this error and can be ignored e.g. if you upload a 20-line spreadsheet, which gives 4 errors, and you reupload this with the errors fixed, you should see 16 errors relating to the external ID (and the 4 corrected rows will have completed).
- Invalid date: 01/11/2021 - the format will change if you open into Excel and you will have to change it back to yyyy-mm-dd.
- Campus not found /Building not found /Room not found - the field has probably been completed manually and there is a spelling error or the room, building or campus do not match. Use the predefined room list or manually correct it. Rooms are case sensitive and must match the name of the Room [and therefore the EchoVideo device] in EchoVideo - the predefined list uses data exported from Echo so should always be correct.
- Schedule timing clash with another Schedule. More tricky to resolve. You may need to contact the LCS team to check for other captures taking place in these locations at that time if you are not aware of them. Potentially this will be a dual module, and/or another person has already requested that this event be recorded.
- Name not found - Either the person has never logged into EchoVideo (direct them to this moodle site) or the field has the wrong details (name instead of email, or the email address is misspelled or has a space on the end.
- User not found - The person has never logged into EchoVideo, direct them to this moodle site.
- Field External Id is required, Field Start Date is required, Field Start Time is required, Field End Time is required, Field Campus Name is required, Field Building Name is required, Field Room Name is required - this indicates a 'blank' line in the spreadsheet below the actual data. It can be ignored or you can try deleting the lines to correct it. It is unclear how this happens but is an Excel issue.
- Unknown Error - Check the date is for this academic year. Check for ? in the UID. If all else fails, copy the scheduling data into a new copy of the scheduling spreadsheet.
- Schedule has duplicate Schedule Section details for publishing - What???
If you need to make a change to a capture that you have scheduled:
- Go to the course, and then section where the schedule is located
- Hover over the section, and click on the calendar item that appears on the right hand side.
- You should see a list of captures. Click on the > symbol on the left-hand side to open the capture timetable.
- Click on the schedule you want to change, and then on the pencil icon on the modal that opens.
- Make any changes you want - room, time, date etc.
- Save the changes.
Automatically schedule module events using Room Booking data
This process is only for modules and events recorded in the Central Timetable room bookings systemLink opens in a new window.
"Teaching requests made via the Warwick Room Booking system must include the module code including details of the type of activity (lecture (state if LEC or LEC ALLOCATE IN TABULA), seminar, practical etc.) e.g. CH161S and - for lecture capture, this must include the lecturer's (aka presenters) name." [Text taken from Room Bookings guidance].
If you have requested and been authorised to access this service, you will have been issued with a Scheduler role on the https://leccapscheduler.warwick.ac.uk tool. This will give you access to all room bookings for your department.
Not all bookings can be recorded. The following must all be true for a recording to be possible:
- The booking is for a room that has lecture capture equipment.
- The booking contains the presenter's details.
- The presenter on the booking has completed the online consent form.
- The booking period is less than 8 hours.
Recording an entire module
Note: When a module is set to record, lectures are recorded by default, seminars are not recorded by default. You must apply an override to record seminars.
- Log into the scheduling tool
- Click on the Schedule tab
- Search for the Module code using the search box and click the Lookup module button to be taken directly to the module, or ...
- Find your department (if you have been authorised for more than 1 department, you will see more than 1 option here) and click View Modules
- Find the module and click Edit Module to open the Module recording page.
Recording using Defaults
We have provided an option to record using the default settings by checking a single box on the department list of modules. This will record the module as follows:
- Record all available 'display' inputs i.e. in a room with 1 screen, this will be recorded; in a room with 2 screens, both will be recorded. The camera is not recorded (unless specifically enabled by the presenter in rooms with 2 screens and a camera at the time of recording).
- Release automatically once processing of the recording has completed.
- Do not livestream.
This option may be suitable for your department but precludes consistent use of the lecture capture camera. Should you wish to capture the camera specifically, use the appropriate option in the process below.
You will need to go into the Module recording page to turn off recording for this module. Unchecking the 'record using defaults' box does not toggle the recording status to 'Do not record'.
Module recording page
The page consists of several sections - recording choice where you enable recording, recording options where you can choose what you would like to record, the scheduling progress bar which indicates where the process is currently, and the timetable which will show the list of sessions imported from the central timetable and any issues that need to be addressed.
Recording choice
Set the Recording choice - Record module
NB If you select this, and click save, and make no other changes, then this is the same as selecting the checkbox on the department page to record using defaults.
Recording Options
- Choose What to record for the room from the 5 options (listed below).
Note: This will apply to all the schedules i.e. it is not possible to choose different options for different sessions.
In the options below A = audio, D = display, V = video, where the D and V refer to the 'inputs' on the EchoVideo hardware, and will in most cases record whatever is chosen on the Touchpanel in the room. So AD will record audio plus whatever is selected on the left-hand input on the touchpanel (usually the teaching PC), ADD will record both inputs, so will also record the second input which is the right-hand side input on the touchpanel and could be the document camera, a laptop or the lecture capture camera (if this is available and enabled on the Touchpanel using Camera Capture). This is also detailed in the 'ad hoc' capture section above. If the option selected is not available in the room where the session will take place, then it will set a 'room default' to be sure to capture something and this will be indicated in the status column with a yellow icon. The recording will still go ahead.- Room default - AD (presentation only) or ADD (presentation | other). The default will depend on what type of room this is and what was set by audio-visual. It will record the left input and audio in rooms with 1 projector, and both inputs and audio in rooms with 2 projectors. It does not record the in-room camera in single display with camera rooms but will if the camera is selected in a dual display with camera room. This is due to the design of the hardware in rooms and cannot be changed.
- 1 screen and audio of the presenter (Presentation only) - AD (single screen plus audio). This will record a single screen, displaying whatever is selected on the LHS of the touchpanel.
- 2 screens and audio of the presenter (Presentation | Other) - ADD (dual screen plus audio). Note: enabling the camera will override the right-hand side input.
- 1 screen and audio and video of the presenter (Presentation | Video) - ADD or ADV depending on room type. ADD rooms require the camera to be enabled via camera capture.
- Video and audio of the presenter only (Video only) - A_D / A_V (lecture capture camera only). This will attempt to record video, usually on AD2 (in dual display with camera rooms, if the camera is enabled) or AV2 (single display with camera rooms, automatically) i.e. the second or right-hand side input.
- Audio of the presenter only (Audio only) - A. This will not record any video, just the audio in the room recorded via the lapel or boundary mic.
- Release recording to students - choose whether this is available immediately at the end of the recording, after 24 hours, or if it will be released later manually by the presenter.
- Enable live streaming - this checkbox sets the recording(s) to be livestreamed. People can access this via the Moodle module space using the lecture capture block (or you can create a link to the Module Section on EchoVideo if you have access as a presenter)
- Click Save to process valid sessions. If there are no errors in the Timetable session you will not need to make further changes on this page.
Scheduling Progress
This progress bar shows the state of the scheduling tasks. This may loop through the various stages more than once during the lifetime of a module due to the way the service runs in the background. It should take less than 3 hours for this process to complete (depending on the load on the API linking the scheduler to EchoVideo).
- STARTING - The process starts after a new module has appeared in the scheduler.
- CREATING MODULE - Creating the course space for this module (this will take place when the module is added to the LCS, and will repeat when new sessions arrive).
- ADDING PRESENTERS - Adding presenters to EchoVideo (this will take place when the module is added to the LCS, and will repeat when new sessions arrive to ensure that new presenters are added).
- CREATING SECTIONS - Creating the section for this module for this academic year (this will take place when the module is added to the LCS, and will repeat when new sessions arrive).
- SCHEDULING SESSIONS - Currently scheduling, waiting for corrections, or for new sessions to be added. This requires the Recording choice to be set as 'Record module'.
The final step will be complete (and show a tick in the circle) once all sessions set to schedule in the Schedule column (see below) have been scheduled. It will not show complete if any sessions cannot be scheduled due to errors - and you will need to either fix the errors (usually in room bookings but some sessions can be manually amended) or exclude the session from scheduling.
Timetable
The 'timetable' section shows all valid events that have been added to the room booking system for a module. The event must have a room listed in order to appear.*
Events created in Tabula cannot be imported.
*See Troubleshooting section for more information
If you can see all the sessions that you expect, and there are no errors, and you do not need to schedule any seminars, you will not need to do anything with this section.
Events are recorded in room booking data as Lectures, Seminars or Other (workshops for example). Only schedules for events of type 'lecture' will be processed automatically (unless they are showing errors#). Seminars must be manually added to the queue as these are not recorded by default.
Amendments made to the timetable section are recorded automatically and you do not need to press save.
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- Use the checkboxes in the Schedule column to exclude a lecture, or include a seminar. To add a seminar to the scheduling queue, select the Seminar tab and check the relevant box - you must resolve any errors such as missing presenters before these will be scheduled.
- #Resolve errors. One or more items may have errors or warnings. See Troubleshooting data and other issues for more information.
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- Room does not have lecture capture and cannot be recorded - update the booking via the CTT.
- The presenter has not given consent - the presenter should be advised they need to give consent before the events can be scheduled.
- No presenter - the room booking data does not have the module leader listed. You can manually override and add them by clicking on the field.
- Room does not have a recording option - it will be recorded but using the room default instead (usually presentation and audio only).
- Multiple presenters - EchoVideo only accepts 1 presenter. This will be the first name in the list and they will be the owner of the recording. Other presenters will not be transferred to EchoVideo.
- Event is in the past - self-explanatory. These sessions cannot be scheduled so the schedule box is greyed out.
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- Sessions will be created on EchoVideo within 24 hours (usually 2 to 4 hours outside of the SoY period). See the Progress bar info above.
And that's it. If the data is all correct, and the room option is suitable for the room, then it will just work. This is almost guaranteed for straightforward 'Presentation only' requests. Nevertheless, we strongly recommend checking the schedules via EchoVideo or Moodle once they have been created.
The scheduler does offer a small number of links under Guidance on the schedule page as follows:
Guide to scheduling events for a departmentLink opens in a new window
Links to this page.
Book a room or update room booking(s)Link opens in a new window
A link to the Central Timetable room bookings system. Use this if a session does not appear in the timetable and needs to be added.
Consent to lecture captureLink opens in a new window
A link to the online form to give consent to be recorded. This can be shared with people if you spot they have not consented.
Creates an email to send to the Digital Learning team via the online helpdesk.
This section details many of the 'errors' that you will see - most will relate to upstream data and can be resolved in the room booking system, whilst a few have manual workarounds or require intervention by the Educational Technologies team.
Error: Lecture capture not available - Room not recognised as having Lecture Capture (but does have lecture capture) Cause(s): Name change by Estates or on Syllabus+ breaks link to EchoVideo / New 'room' and device added to EchoVideo by AV and not yet added to the database. Fix: Notify Educational Technology Team |
Error: Recording option unavailable (but should be according to room informationLink opens in a new window) Cause: Room has been upgraded and new options need to be added to the room in LCS. Fix: Notify Education Technology Team. |
Error: Missing room booking and room booking not present in Central Timetable (CTT). Cause: Room booking not made or not processed yet. Fix: Contact Room Bookings team |
Error: Event present in CTT but missing in timetable section. Cause: Multiple e.g. Missing data such as room / Recently added event not yet pulled through from Tabula. Fix: Press the 'Update timetable data' button to pull it across. If still not available, contact Room Bookings team to check data. |
Error: Events being/not being scheduled automatically due to appearing in 'wrong' tab on the timetable section e.g. a lecture in the seminar tab Cause: 'Wrong' event type as departments may not use the same naming convention. Fix: Contact Room Bookings team to change event type. |
Error: Event details incorrect Cause. Event details incorrect in CTT or not pulled through yet. Fix: Press the 'Update timetable data' button to pull new details across if correct in CTT or contact Room Bookings team to amend data. They will make the amendment (which may mean deleting and replacing the booking) and the session will be updated automatically within 24 hours. |
Error: Presenter missing Cause: Not present in the room booking data. Fix: Add manually or (requestor should) contact Room Booking team. If added to booking will update LCS and EchoVideo within 24 hours. |
Error: Consent not given Cause: Presenter has not given consent or has given consent less than 1 hour ago. Fix: Must complete the Consent form on Service-now (https://go.warwick.ac.uk/lecturecaptureconsentLink opens in a new window). Will update at XX:15 (i.e. within an hour) and scheduling will begin. |
Error: Over 8 hours long Cause: Room booking is more than 8 hours long. Echo can only record a single session for a maximum of 8 hours. Fix: Amend room bookings to be less than 8 hours or exclude events from being recorded and use alternate scheduling method. |
Getting help
Support for scheduling is via the Educational Technologies team in Digital Learning. You can contact them via lecturecapture@warwick.ac.uk
or ask questions to the team and other schedulers via MS Teams using the dedicated Lecture Capture Scheduling Team.