NSCDS Zoom Guide for Educators
NSCDS Zoom Guide for Educators
   Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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Zoom
Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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Zoom Status
Zoom Troubleshooting
Zoom Support
    Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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Creating an Account
  1. Go to https://zoom.us/.
  2. Use your NSCDS email address to create an account and sign in with Google.
  3. NOTE for NSCDS teachers: We purchased EDU licenses and you need to connect your
     free NSCDS account as per an email that was sent to you on March 27.
  4. Sign in and you will then see your Zoom dashboard. If you don’t, click on your profile in
     the upper right hand corner.
   i. Embed password in meeting link for one-click join (on) - This setting may
      make it easier to enter password protected meetings
   j. Require password for participants joining by phone (off) - This setting will
      add another step to the login process for phone participants and may hinder
      joining quickly.
   k. Require a password for instant meetings (off) - Same as above. This is a
      personal preference that is up to you.
   l. Mute participants upon entry (on) - Turn this on so that everyone is not talking
      when they join; you can always unmute students.
   m. Upcoming meeting reminder (on) - Turn this on to receive desktop
      notifications.
   n. Require Encryption for 3rd Party Endpoints (on) - no recommendation here
   o. Chat (on) - Turn this on to have participants publicly chat within your meeting
      room. Note that we have turned off private chats systemwide for NSCDS
      students and teachers.
   p. Autosaving chats (on) - If you want to save chat conversations and resources
      posted in the chat during your meeting, you can automate this.
   q. Play sound when participants join or leave - enable Heard By the Host Only
   r. File Transfer (on) - enable this so that participants can share a .pdf or an image
      with participants in the meeting.
   s. Feedback to Zoom (on) - This setting allows users to provide feedback to Zoom.
   t. Display End-of-Meeting Experience Feedback Survey (on) - Display this for
      every meeting in order to collect feedback.
   u. Co-Host (on) - If you are team teaching and want to give host privileges to
      another teacher, enable this setting.
   v. Polling (on) - The meeting host (you) can send polls to participants. Prepare
      polls ahead of time as exit tickets or as checks for understanding.
   w. Allow host to put attendees on hold (on) - This lets you temporarily remove an
      attendee from the meeting
   x. Always show meeting control toolbar (on) - Allowing this helps you see the
      meeting controls at all times; you may want to try meetings with this on and off to
      see the difference
   y. Show Zoom windows during screen sharing (on) - this is helpful to have
      enabled if you want to show participants how to use Zoom; otherwise you may
      not find this to be a necessary feature
   z. Screen sharing (on) - I would enable this, but it may be a personal preference.
      Under Who Can Share? Enable this for the HOST ONLY. You can enable this for
      participants within a meeting if need be. On a computer, the host can click the ^
      next to the share button to access advanced sharing options.
        isable desktop/screen share for users (off) - Desktop and screen share will
   aa. D
      be disabled if this is turned on; certain computer applications can be selected and
      shared.
Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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   bb. Annotation (on) - Enable this if you want participants to mark up shared
       screens. Leave off if you don’t need this feature.
   cc. Whiteboard (on) - This will allow participants to share the whiteboard during a
       meeting. You can leave this off if you do not need this feature, but it is a useful
       feature for students to be able to demonstrate their work.
   dd. Remote control (off) - During screen sharing, the person sharing can allow
       others to control shared content. This might be useful if two people were
       presenting a slidedeck together, but otherwise I’d leave this off.
   ee. Nonverbal feedback (on) - I would turn this on and show students how to use
       the icons that are located at the bottom of the participants window. The icons are
       a raised hand, yes, no, go slower, go faster, like, dislike, clap, need a break, and
       away.
   ff. Allow removed participants to rejoin (off) - If you remove a participant from a
       meeting, enabling this would allow them to rejoin.
   gg. Breakout rooms (on) - If you want to have this feature available to you, turn it on
       and also enable the host to assign participants to breakout rooms when
       scheduling a meeting. This helps you to plan small groups ahead of time. NOTE:
       You cannot record in all breakout rooms; just the one in which the host is located.
   hh. Remote support (off) - There is no need to enable this unless you are providing
       technical support to a participant. You cannot have this on and have breakout
       rooms enabled.
   ii. Closed captioning (off)
   jj. Save Captions (off)
   kk. Far end camera control (off)
   ll. Virtual Background (on) - If you feel that the ability to add a virtual background
       is a distraction for your students, turn this off. Some teachers have said that this
       might actually be a good privacy tool if kids do not want others to see their homes
       for some reason.
   mm. Identify guest participants in the meeting/webinar (off)
   nn. A uto-answer group in chat (off)
   oo. O
        nly show default email when sending email invites (off) 
   pp. Use HTML format email for Outlook plugin (off) 
   qq. Allow users to select stereo audio in their client settings (off) 
   rr. Allow users to select original sound in their client settings (off)
   ss. Attention tracking (on) - Lets the host see an indicator in the participant panel if
       a meeting/webinar attendee does not have Zoom in focus during screen sharing.
   tt. Waiting room (on) - Attendees cannot join a meeting until a host admits them
       individually from the waiting room. If Waiting room is enabled, the option for
       attendees to join the meeting before the host arrives is automatically disabled.
       Put all participants in the waiting room.
   uu. Show a "Join from your browser" link (on)
   vv. Allow live streaming meetings (off)
Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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        ww. When a meeting is cancelled (on) - Notify host and participants when the
            meeting is cancelled
        xx. When an alternative host is set or removed from a meeting (off) - Notify the
            alternative host who is set or removed
        yy. When someone scheduled a meeting for a host - Notify the host there is a
            meeting is scheduled, rescheduled, or cancelled 
        zz. When the cloud recording is going to be permanently deleted from trash -
            Notify the host 7 days before the cloud recording is permanently deleted from
            trash. (For NSCDS users, your recordings will be stored in the cloud indefinitely
            and you will not have the ability to delete them.)
        aaa. Blur snapshot on iOS task switcher - Enable this option to hide potentially
            sensitive information from the snapshot of the Zoom main window. This snapshot
            displays as the preview screen in the iOS tasks switcher when multiple apps are
            open.
  8. Settings for the Recording tab:
        a. Local recording (on) - allows hosts and participants to record to a local file on
            their device. (For NSCDS users, you will not have the ability to record locally;
            only to the cloud for security reasons.)
        b. Hosts can give participants the permission to record locally (off) - make
            sure this is off if you do not want students recording to their devices. (This will not
            apply to NSCDS users.)
        c. Cloud Recording (on)
               i.    I recommend checking all the boxes EXCEPT for Record Active Speaker
                     and Add a Timestamp to the Recording unless you want these features.
  9. Settings for the Telephone tab:
        a. The only setting that I recommend enabling is this Mask phone number in the
            participant list 
Scheduling a Meeting
  10. Click on Meetings in the left-hand navigation on your dashboard.
  11. Click Schedule A New Meeting.
          a. You can do this by clicking on Meetings in the left-hand navigation.
          b. Alternatively, you can click SCHEDULE A MEETING in the top right-hand corner
              when you are logged into Zoom.
          c. Add a topic, description, and choose the date and time.
          d. I recommend having audio set to both telephone and computer audio.
          e. I also recommend checking the box next to “Record the meeting automatically
              on local computer” in case you think you might forget to record within Zoom.
          f. Press Save.
          g. Add it to your Google Calendar.
          h. Copy the invitation with details to paste into an email for invitees.
          i. If you want to start the meeting right now, click Start This Meeting.
      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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         j. You can always see your scheduled meetings if you click Meetings in the
            left-hand navigation.
         k. On the Meetings page, you can always edit a scheduled meeting’s settings by
            click on its name or topic. See the button in the lower right-hand side of the
            meeting page.
Launching a Meeting
  12. To launch a meeting, you have two options.
          a. Method 1: Go to a scheduled meeting
                  i. Go to your Zoom dashboard (https://zoom.us/meeting)
                 ii. Select Meetings in the left-hand navigation.
                iii. Click Start on the meeting you have previously scheduled.
          b. Method 2: Go to HOST A MEETING
                  i. Click on HOST A MEETING located in the top right-hand corner when
                     you are logged into Zoom.
  13. When launching on a Mac using Chrome, you may see a pop-up prompt that says Open
      Zoom.us? You can click the box that reads “Always open these types of links in the
      associated app” and this pop-up will not happen again.
  14. Click on Open Zoom.us. Your meeting room should open.
      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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                    you will have access to the recording on any device when you log into
                    Zoom. See your Zoom dashboard for cloud recordings. (NSCDS users
                    will only be able to record to the cloud.)
         f. On the right, if you are the host, you will see a red link that says End Meeting.
            When you end a meeting, click this and everyone will be ejected.
  16. You should also look at the pulldown menus at the top of your Zoom window.
         a. Under Zoom.us pulldown menu, you can set your preferences and check for any
            software updates.
                i.  Zoom preferences are:
                         1. General - add Zoom to Mac OS menu bar
                         2. Video - enable HD and my favorite: touch up my appearance
                         3. Audio - set the space key to mute or unmute
                         4. Virtual background - need a green screen when using a Mac
                         5. Recording - specific a folder where you want recordings to go (not
                             applicable to NSCDS users)
                         6. Statistics - data on your meeting
                         7. Feedback - contact Zoom
                         8. Keyboard shortcuts - helpful!
                         9. Accessibility - enable closed captioning
               ii.  Under the Meeting pulldown menu...
                         1. This is another place to access some features such as muting,
                             sharing, and recording
              iii.  Under the View menu
                         1. Close chat and participant windows
             iv.    Under Edit and Window menus - nothing significant
               v.   Under Help menu, access Zoom Support.
Zoom on an iPad
  18. Using Zoom on an iPad as a Host
         a. Open the Zoom iPad app.
         b. Sign in with your North Shore gmail address.
      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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   c. You have four options: create a new meeting, join a meeting, schedule, or
      share a screen.
          i.  NOTE: Share a screen is an iPad only option that allows you to broadcast
              your iPad into a meeting and record into another app. For example, I
              started a meeting on my Mac. On my iPad, I opened Zoom, chose Share,
              entered the meeting ID, and had the option to record the screen into
              several apps on my iPad including Screencast O Matic!!!
   d. For the purpose of this tutorial, choose Create a New Meeting or New
      Whiteboard if you want.
   e. You now have a live meeting.
   f. Select Call Using Internet Audio for sound.
   g. Your screen looks different than when joining on a Mac.
   h. Note the camera button in the upper lefthand corner. Try switching views.
   i. The End Meeting link is above that, and you’ll see the meeting ID and password
      (if used) in the top center of the screen.
   j. In the upper righthand corner, you have several controls.
          i.  Join audio
         ii.  Stop video
        iii.  Share content from lots of sources including:
                   1. Screen
                   2. Photos
                   3. Google Drive
                   4. URL
                   5. Bookmark
                   6. Whiteboard (notice all the tools that are available!)
        iv.   Tap the participants window to see:
                   1. Chat
                   2. Invite
                   3. Mute All
                   4. Unmute All
         v.   More (click the three dots)
                   1. Icons for giving reactions (applause and thumbs up)
                   2. Chat
                   3. Meeting Settings
                           a. Note that you can lock the meeting, mute people upon
                              entering the meeting, play a chime for exiting and entering,
                              and control participant chatting.
                           b. I recommend not allowing participants to rename.
                   4. Minimize Meeting
                   5. Virtual Background (so fun!!!)
Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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Note that there are two types of rooms that you can launch. Every meeting has a 9 digit meeting
ID number (typically viewable at the top of running meetings). You can create a unique meeting
with a unique meeting ID every time you meet with someone and that is a more secure method.
Alternatively, you have a personal meeting room and the meeting ID stays the same. This is
less secure; if someone knows your meeting room ID, they could come into it anytime. I typically
use my personal room for instant meetings (ones that are launched on the fly).
NOTE: You can password protect your meetings - both ones that have unique meeting IDs and
ones that take place in your Personal Meeting Room. You can also create recurring password
protected meetings.
       Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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1. Method 1
     a. Make sure you login.
     b. Go to your dashboard. https://zoom.us/profile
     c. Click on Meetings.
     d. Click Schedule a New Meeting.
     e. Fill in details such as the name of your meeting and length of meeting; check the
        options that you want.
     f. Save.
     g. Scroll down the page. Note that there is a link to copy the invitation. You can
        copy the meeting information and paste it into an email.
     h. Scroll further down the page and there is a button for launching the meeting if
        you need to do that right away.
2. Method 2
     a.   Make sure you login.
     b.   Go to your dashboard. https://zoom.us/profile
     c.   Click on Host a Meeting in the upper right hand corner.
     d.   Select with Video On, Video Off, or Screen Share Only.
     e.   Once you’ve launched the meeting, use the Invite button to invite people by
          email, to copy the URL, or to copy the full invitation details.
3. Method 3
  This may not apply to you if your school has not connected the Google Calendar Zoom
  app from the Zoom Meeting.
     a.   Go to Google Calendar.
     b.   Click the Create button with the + on the left-hand side.
     c.   Enter the name of your meeting.
     d.   Select the date and time.
     e.   Add any guests.
     f.   Add conferencing. You will have two options: Hangouts or Zoom.
     g.   Click on Zoom Meeting.
     h.   Save your invite. If you added a guest, they will receive the calendar invitation
          that will include Zoom meeting info.
     i.   You will be able to find the link to this meeting in the calendar event and in your
          Zoom dashboard under Meetings.
4. Method 4
     a. Launch your Chrome browser.
     b. Go here:
        https://chrome.google.com/webstore/detail/zoom-scheduler/kgjfgplpablkjnlkjmjde
        cgdpfankdle.
     c. Install the Zoom Schedule extension.
  Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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         d. You will be able to schedule a meeting or start a meeting on the fly from the
            extension that is installed to the right of your search omnibox in Chrome. You
            may have to click on the vertical dots to see all of your extensios.
Troubleshooting Tips
  ●   Before contacting the Ed Tech Department, try the following. (Of course, if it’s an
      emergency, email us right away!)
           ○ See if you can find an answer to your problem in Zoom’s extensive
              documentation for Zoom meetings.
           ○ Here is a list of potential problems and solutions from Zoom.
           ○ Contact Zoom directly. There is 24/7 support available.
  ●   Check out these articles for tips and tricks.
           ○ The Most Common Zoom Problems and How to Fix Them
           ○ Indiana University’s Knowledge Base: Improve and Troubleshoot Your Zoom
              Experience
  ●   If your meeting is not launching, you may see “Launching…” on your screen and your
      screen just hangs.
           ○ Note that there might be directions at the bottom of the screen. Make sure to
              read them and follow them. They should read as:
                 ■ If nothing prompts from the browser, click here to launch the meeting or
                     download and run Zoom.
                 ■ If you cannot download or run the application, join from your browser.
  ●   If the above options do not work for you, try the following:
           ○ Make sure your computer’s software is updated.
           ○ Make sure you’ve downloaded the Zoom software.
           ○ Create a new tab in your browser and try joining again.
           ○ Quit your browser, launch it again, and try again.
           ○ Quit your browser and launch another browser and try that. (For example, quit
              Chrome and try launching the meeting in Safari.)
           ○ Re-start your machine and try again.
      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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Uploading Videos
  ●   If you have a FREE account from Zoom, you do not have the ability to record to the
      cloud, meaning you can not record to a digital space on the internet. Your recordings are
      saved locally to your device, typically in a folder called Zoom. Search your harddrive to
      find this folder if you can’t locate it.
  ●   If you wanted to make a recording accessible to others that you have recorded locally,
      you would have to upload to Google Drive (edu accounts have unlimited space I think)
      and share the link with whomever you’d like to share it with. Or, you could upload the
      video to your YouTube channel. Keep in mind that it will be time intensive to upload and
      download videos. Note that you can make videos in your YouTube channel only
      accessible to those who have the link.  (For NSCDS users, you will be recording ONLY
      to the cloud at this time.)
  ●   If you have an EDU account from Zoom, you can record locally
      (see above) AND you can record to the cloud. I recommend
      recording to the cloud as it will save you time. You will not have to
      upload your video to YouTube or Google Drive in order to share it
      with others.
           ○ To access cloud recordings, go to your Zoom dashboard.
           ○ Click on Recordings on the left hand side of the page.
           ○ Click on Cloud recordings (if you have an paid EDU
               account), and you will see any cloud recordings you have
               made.
                   ■ There is an option to share your cloud recording.
                       Click SHARE. You need to make the cloud
                       recording public to get the link to share with parents or students. You can
                       opt to password protect if you wish. Note that you can copy the link to
                       your clipboard so that you can paste it in a doc or email.
                   ■ Another option is available when you click on MORE. More will let you
                       download the associated audio, video, and chat file.
      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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Best Practices
  ●   Give yourself and students time to explore this new learning environment.
  ●   Set some classroom norms around how Zoom is used in your class.
  ●   Make your Zoom sessions as interactive as possible.
  ●   Use polls.
  ●   Have students respond via audio or in the chat.
  ●   Engaging Your Learner with Video in the Classroom
  ●   Other ideas from the University of Iowa
  ●   Stanford Teacher Anywhere Best Practices
  ●   Teaching with Zoom - Kincaid
  ●   Zoom Best Practices from Case Western
  ●   Tips & Tricks: Teachers Educating on Zoom
  ●   Zoom Task Cards
Notes
  ●   Students and families do not need to have their own Zoom accounts.
  ●   Hosts (teachers) need zoom accounts.
  ●   Hosts cannot initiate breakout rooms or polls from the Zoom iPad app.
  ●   Consider using both your iPad and Macbook to teach. You can enter the room on
      multiple devices.
  ●   There are concerns about Zoom tracking and selling user data with free accounts. See
      this article.
  ●   Here’s their privacy policy for PAID EDU accounts.
  ●   Zoom Accounts Aren’t as Private As You Think. Here’s What You Should Know.
      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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      Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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       Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020
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I recently found this graphic on the internet that highlights some good Zoom security practices.
Created by Lucy Gray • North Shore Country Day School • Updated March 28, 2020