Using Zoom for Qualitative Research

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Using Zoom for Qualitative Research: From Interview to Requesting a Transcript. A Step by Step Guide.

This Step by Step Guide will walk you through scheduling a Zoom meeting, how to record your Zoom meeting and how to download your meeting audio file from Zoom.

1.Create a Zoom Login.

Sign up for a free account.

Click here ▸ to create a free account just as shown below and then select the “Sign Up, It’s Free” button.

2. Schedule your meeting

On your Zoom “My Account” screen, click “Schedule a Meeting.”

3. Provide your meeting details and settings.

Fill in your meeting title, description, date and time. Remember to scroll down and review all settings before clicking “Save.” For a list of Zoom meeting settings and what they do, click here ▸ . We recommend you consider the following:

Meeting Password

Checking the “Require Meeting Password” checkbox will force participants to type a code prior to being allowed into the meeting.

Video: Host and/or Participant

Toggling “Video” for the “Host” and/or “Participant” to “On” will turn on the

cameras for hosts and participants when they join the meeting. This doesn’t¡ mean the meeting will be recorded. People may toggle the settings off after they join.

Only authenticated users may join

Checking this box only allows people who log into Zoom to join your meeting. This gives the host visibility into who is joining.

Record the meeting automatically

If this is selected, the application will begin recording the moment the meeting begins. Please note that some states require people to be notified prior to recording.

Designate alternative hosts

Providing the emails of alternative hosts will allow a colleague to start the meeting and begin recording prior to you joining.

4. Alternative ways to schedule a meeting through Zoom

For more information on browser extensions and calendar integrations:

Click here ▸ for Chrome
Click here ▸ for Google Calendars
Click here ▸ for Outlook

5. Start and record your meeting.

Click the “Meetings” option under the “Personal” header.

Find your meeting on the main page and click “Start.”

Once your audio is connected, verify your camera is on. We recommend you turn your camera on for any interviews that would typically be held in person. To turn your camera on, select “StartVideo” on the bottom menu.

Record your meeting by clicking “Record.”

Free licenses will default to “Record on this Computer.” Media files will automatically download to your computer after you end your meeting.

If you have a paid license, select “Record to the Cloud.” This will be useful when your device has low memory or you would like to select which of the three file types to download after rendering.

Pausing a recording will allow you to have one continuous audio and video file. Stopping a recording will break your interview into multiple files. You may pause the recording at any time by selecting “Pause.”

Remember to click “Resume” once you need to record the interview again.

When you are done with the interview, click “End Meeting.” and Click “End Meeting for All.”

Review your recordings and download the file you’d like to use for your transcript by hovering over the desired file and selecting the down arrow.

6. Create an account at Landmark and upload your files

Create a Landmark account by clicking here ▸ or simply login ▸ . You can begin uploading your audios and start transcribing them immediately.

Now you’re ready to upload your files and create a ticket.

We specialize in working with qualitative researchers to transform their media files into actionable insights.

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