Step 1. Start a screenshare session in LibChat
Regardless of whether you're chatting with a patron, or internally with a department or operator, you'll have the option of starting a screensharing session right from within LibChat. This allows you to not only share and annotate your screens, but you can also communicate via audio, and even share webcam video if you're so inclined. This not only allows you to more easily present info, provide demonstrations, and troubleshoot technical issues -- just like if you and the other user(s) were together in person.
A screensharing session can be started once per chat by any staff operator (i.e. a patron cannot start a screensharing session on their own). However, once screensharing has been started and all users have joined the session, any user in the session can share their screen and request/give keyboard & mouse control (more on this in Step 2 below).
How to start a screensharing session
- While chatting with a patron, department, or operator, click on the Request Screenshare button in the operator chat window.
- When using the multi-chat overlay, the Request Screenshare link can be found under the Action menu.
- In the chat widget, the patron will receive a message containing a Join the Screensharing Session link. When they click this link, they will be able to join the session.
- Tip: Admin users can customize the text of the patron message under Admin > LibChat Set-up > Screensharing.
- In the chat history, you'll see a System message appear, which includes a button for starting the screensharing session as the host. Click that green Launch button to begin the session as a host.
- In another browser tab, the Join Conversation page will prompt you to join the Microsoft Teams meeting. You must be signed into Microsoft Teams to start the meeting as an organizer.
- If a user does not currently have the client installed, they will be prompted to do so here. Otherwise, they'll just be prompted to launch their meeting client.
- Please pay attention to this page, as you will likely need to confirm a dialog from your browser asking you to download and/or launch the client.
- The meeting client is available for Windows & Mac.
- If you choose to use the Continue on this browser option on the launcher page, instead of downloading and running the Microsoft Teams app, please note the following:
- You must be signed into Microsoft Teams to start the meeting.
- For best results, we strongly recommend that you use Google Chrome (or other Chromium-based browsers, such as the new Microsoft Edge). Screensharing, meeting audio, or other functionality may not be available in other browsers.
- Once Microsoft Teams has launched, you will be prompted to configure your audio/visual settings and join the meeting. Click the Join Now button when you're ready.
- After the patron joins, they will appear in the Lobby. Click on the People button, find the user in the list, and click on the checkmark button next to their name. This will allow them to join the meeting.
Step 2. Use the Teams app to share your screen
Although the meeting controls may look slightly different depending upon a user's operating system, the basics should generally look the same for all users in the meeting (i.e. the staff and patron users). For a video tutorial of how to use screensharing, please see the Microsoft Teams screensharing documentation.
- Click on the Share button in the Teams app. Then, select the screen view (i.e. desktop or specific app window) you want to share.
- When sharing has started, hover your cursor at the top of the screen to display the presentation controls.
- Use the Give control option to hand mouse control of your screen to the patron.
- Click on the Include System Audio button if you would like to share on-screen audio (i.e. system sounds, video audio, etc.).
- Click on the Pin Toolbar button if you'd like to keep the presentation controls on-screen (i.e. remove auto-hide).
- Use the meeting controls (bottom of your screen) to turn your personal video or microphone settings on/off.
Step 3. Ending a screensharing session
When you've finished sharing your screen, you have a couple of options:
- To continue the meeting, but stop sharing your screen (so you can continue talking over meeting audio), click the Stop Presenting button in the presentation controls (top of the screen).
- You will also find this option in the meeting controls (bottom of your screen).
- To completely end the meeting, click on the red Hang Up button. Please note that this will only end your screensharing session -- your LibChat session will remain active until someone ends the chat.
- You will also find this option in the meeting controls (bottom of your screen) while sharing your screen. (See the above screenshot.)