Get Started with Vuforia Expert Capture

1. Identify goals and requirements

When you create a new procedure, start by identifying your goals. What outcomes will this procedure help your organization achieve? Ensure your desired outcomes will be measurable, such as reducing the cost of rework or scrap materials; increasing employee efficiency; or improving safety. Other outcomes may be harder to measure but still important, like customer satisfaction or quality of training. Revisit your measurement plan if you need guidance on the project goals.

Also note any requirements the procedure must fulfill. Requirements are features, capabilities, or functions the procedure must deliver to be deemed successful.

Questions to consider:

• Why are you creating this procedure using Vuforia Expert Capture?
• Who, specifically, will benefit from it?
• Is there someone who requested this specific procedure? If so, what are they expecting to accomplish or achieve?
• Are there any business, user, or functional requirements you must fulfill?
• What results or outcomes must you achieve to consider this procedure successful?
• How do people complete this procedure today?

If you need more information, work with someone from the Vuforia Expert Capture project team. Or consult a subject matter expert in the next step.

2. Engage an expert and gather materials

List everything you need to be successful—including the people who need to be involved.

Start by finding a subject matter expert (SME): identify who has the most knowledge on the task, process, or procedure you’re capturing. This could be you or a colleague. Depending on the procedure, there may be multiple SMEs involved. The SME(s) must commit some time to help create the procedure. This subject matter expert could also help you clarify your goals.

Gather any equipment, tools, materials, and resources you need to perform the procedure. If you’re working on a piece of equipment, you’ll need access to that equipment/machine/thing. If the equipment is used often, consider whether you need to reserve time to use it (take it out of production) in advance.

You’ll also need an eyewear device and the Vuforia Capture app to record the procedure.

3. Document procedure details

Now that you’re working with a subject matter expert, use their expertise to finalize the goals and details of your procedure.

Ask your subject matter expert:

• How do you accomplish this task today? Why do you complete it this way?
• Is there an opportunity to improve the process?
• How long does it take you to complete this task today?
• Are there any roadblocks or challenges you’ve run into?
• What materials or equipment do you need to perform the procedure?
• What do you want the viewer to learn or take away from the procedure?

Document your goals, requirements, and procedure details by creating a procedure definition.

Procedure definition template

Example procedure definition

In addition to the procedure definition, consider creating a storyboard. A storyboard is a sketch that illustrates the “scenes” in a procedure. Draw your storyboard on a whiteboard, on paper, or using digital tools. Focus on illustrating what each step should show.

4. Create an outline or script 

Create an outline that you’ll follow while recording the procedure. Break down the steps and write a description for each step. List any materials or props needed for each step. If you like, write a script of what the user capturing the procedure will say.

If you have an existing document/work instruction that outlines the procedure, start there—but don’t forget to also add the subject matter expert’s knowledge. Document important tips, issues, and assets that you’ll highlight during each step.

Procedure outline template

Example procedure outline

5. Rehearse the procedure

Before you start recording, practice the procedure to ensure all the actions in your outline/script work and make sense. If necessary, alter your outline/script to fix any errors. Rehearsing the procedure makes it less likely you’ll need to re-record any of the steps once you get to the editing stage.

Before you begin your capture, be sure the environment is ready.

Take into consideration the surroundings such as:

• Lighting: Is there enough lighting to see the object you’re working on? Can you see the eyewear device display? You may need to close the blinds or adjust the lights around you to improve the recording.
• Noise: Is background noise disrupting your recording? Make sure your eyewear device is “hearing” your voice as you record, and that the audio sounds clear in the Capture. RealWear devices offer noise cancellation. If you’re concerned about noisy machinery, loud talking, or other ambient sound, test it: Record a short capture, then play it in Vuforia Editor to check what the microphone picked up. If it’s difficult to hear, explore ways to make the environment quieter. Or replace the audio with voice-over later (when you’re editing the procedure).
• Props: Are any tools needed to complete the procedure?
• Team: Are there additional people needed to complete the procedure?

Advice for performing a practice procedure

• Be in front of the actual equipment in the actual setting.
• Have your script nearby. If there’s a related standard operating procedure, have that handy too. Reference your script and update it as needed with additions/corrections.
• Find and gather any tools/props needed for the procedure.
• If more than one person is involved, make sure everyone knows who is doing what.
• If you’re distracted by the RealWear or HoloLens device, you don’t need to record anything just yet. Feel free to wear the device during the practice procedure and practice positioning the camera. But as you practice, you should focus on the subject matter, not the technology.
• If you’re comfortable doing so, feel free to record the practice procedure. You may find you capture the procedure nicely on the first try. And with some video and audio editing, it will suffice as the finished procedure.

Taking the time to thoroughly plan the procedure will help you to avoid any rework and ensure better adoption of the procedures and technology.

Now you’re ready to capture a procedure using Vuforia Expert Capture. For step-by-step instructions and more best practices, see the Prepare to Capture Procedures page.