On March 8th, the CUNY organizing committee made the decision to cancel the in-person CUNY conference, due to the global COVID-19 outbreak. With 11 days until the planned start date, we had a choice. We could cancel completely, or we try to virtualize. We chose the latter option. We thought that we would try something new by attempting to host CUNY in a purely virtual format. There were good reasons to try this, we thought, even with the very short turnaround time this would require. First and foremost: CUNY is an important event for early career researchers and students in our community, and by the time the decision to cancel was made, many of them had invested a significant amount of time into preparing their talks. We wanted to find a way to honor their commitments, and find a way for them to reap at least some of the professional benefits. Second, we thought that everyone who was planning to attend would still like to hear about the latest and most exciting research in the world of psycholinguistics, even if it was from the comfort and safety of their homes. Third, we had the sense that many conferences would end up virtualizing, and that CUNY could serve as a sort of pilot experiment to see how this goes for a conference of our size. We are experimentalists, after all!
The purpose of this post is sketch out how we made this transition, and to report the results of that experiment.
Decisions, decisions
The two first questions we tackled were: How should we present the talks, and how should we present the posters?
For the talks, we had already decided on a schedule for the 3 days of the conference a few weeks prior. The registered CUNY attendees had already planned to attend for those three days, so we knew we had a captive audience then. Similarly, presenters knew if they were going to be presenting talks or presenting posters. For those giving talks, they knew at which time they would do so. We thought that because our conference attendees had been planning on these dates and times for so long, we should stick to this conference schedule. So we decided to hold a synchronous virtual conference with the originally planned dates and times.
We’ll start by detailing how we ran the talks at CUNY.
Talks
We contacted speakers and let them know that talks would take place when they were scheduled in the original program, but that we were flexible about this. We realized that there were now going to be speakers giving presentations from different time zones, and from places with unreliable internet and distractions. Even more worrisome was the possibility that speakers may not be in a position to give a talk at all given the very difficult climate that the pandemic had created.
So we decided that our number one priority was allowing as many people to present as possible. We abandoned any strong commitment to the thematic sessions we had organized and moved around speakers when doings so would make it possible for them to present synchronously. We also made it an option for speakers who could not present synchronously to pre-record their presentation and upload the video to OSF if they could not make their scheduled time for any reason. Overall, we had 34 planned talks for physical CUNY (7 invited presentations, and 27 papers). In the end, 4 of these talks were given asynchronously, and a small number were rearranged to make it easier on the presenters.
Zoom
We presented the synchronous CUNY talks in a series of Zoom Webinars. The Webinar capacity is not included in the basic free version of Zoom, so we paid for a subscription. We upgraded to the Business Plan with the Webinar and Cloud Recording Add-Ons, which in all costs $457 a month. Zoom webinars differ from meetings in that conference attendees have their video and mic disabled upon joining the webinar. The only participants with video and microphone access enabled were hosts and panelists. Our plan allowed a maximum of 500 attendees to view the conference at a time, and the webinars were also recorded by the host and stored in the cloud for people to be able to view after the fact. These were automatically captioned by Zoom.
We thought 500 was a satisfactory limit for our conference, and this ended up being the case: The maximum concurrent attendance at any CUNY Webinar reached 355 participants. Our backup option in case we had overflow was that we would stream the Webinars over YouTube live.
Organization of a CUNY session
As mentioned, each session was organized as its own separate Zoom Webinar. We maintained a single link on the website that participants could click to join the webinar, but behind the scenes, we were updating that link so that it pointed to the current CUNY session at any given moment.
Within each session, there were three different roles all the webinar panelists were given. They were:
Host: The host was a local UMass CUNY member who was responsible for running the technical side of the Zoom session. The host was the one who ran the Webinar on their computer; this was all done at a machine with a wired ethernet connection. The host also had primary responsibility for setting the parameters of each Zoom webinar and managing all the technical aspects of the session. We had a host checklist that detailed these responsibilities: You can see it here.
Session Chair: The session chair was a specialist in the area thematically represented in the given session. The Session Chair was responsible for introducing the speakers, giving the speakers a 5 minute warning, and managing the question and answer period. The checklist for the session chair responsibilities can be found here.
Speakers: The speakers’ main responsibility was giving their talk! The only thing that was really different for the speakers in the virtual format was getting used to Zoom, and how we had structured the sessions. Prior to CUNY, we gave our speakers a brief introduction to Zoom, helped them set up their screen sharing the way they wanted it to look, and gave them a brief orientation to what to expect the experience to be like, including information about the technical aspects (e.g. screen-sharing), and the experiential aspects (e.g. don’t feel awkward when you don’t hear lots of people clapping, and to try pinning a video of a fellow panelist if having someone nodding along is helpful).
Organization of the Q and A period
Asking questions of presenters is one of the key components of a conference and this is something we definitely wanted to preserve. We used the following strategy:
- Rather than making use of the “raise hand” or “chat” features in Zoom, attendees could type in a question as the talk was ongoing. This question would be invisible to all other attendees, and would be sent for only the host and the panelists to see. These questions came in in the order they were asked and had the name of the question-asker tagged to them. We removed the options for attendees to raise hands or chat, in an attempt to minimize confusion over how to ask a question.
- During the talk, the host’s responsibility was to dismiss questions that were not viable questions. Non-viable questions fell into a couple of categories: i) comments (e.g. ‘Good talk!’), ii) early questions that were unambiguously answered later in the talk, and iii) questions that violated the CUNY code of conduct. The goal of this process was to ensure that at the end of the talk, all of the remaining questions in the Q&A panel were questions that the session chair could choose from.
- At the end of the talk, it was then the role of the session chair to select a question from those that had come in. They were asked to prioritize questions asked by students, postdocs and non-tenured faculty (determined from the attendees name), and to be mindful of gender balance in questions taken. Session chairs were invited to select questions according to which they thought would contribute the most to a constructive, engaging discussion.
- When the session chair selected a question, they would read the name aloud; behind the scenes, the host had responsibility for listening to the session chair’s cues, and would unmute that attendee to ask their question to the speaker directly. Afterwards, the host would remove the attendee’s mic permissions.
Behind the scenes, random tips and tricks
Overall, the CUNY sessions required a fairly demanding amount of coordination between the host, the session chair, and the panelists. The session chair essentially had the role of the ring leader for a session: The host and the speakers had to monitor the chair’s verbal cues, and the chair managed Zoom make sure the transitions between talks, between question answers, and between sessions went smoothly. Here are some observations about this process that might be helpful for future organizers:
- Practice was key, especially for hosts and session chairs. We practiced several times leading up the conference, so that the host duties (muting / unmuting questioners, spotlighting speakers, and so on) were well-practiced.
- Hosting and session chair duties are cognitively demanding. In fact, the really serious demands placed on the host were the primary reason that we split CUNY into different sessions; that allowed us to switch hosts and give them a chance to relax between sessions.
- We tried to avoid dead air to the extent possible, and came up with a couple of little tricks to ensure this. For example, session chairs got in the habit of announcing the name of the question asker first, and then following it with 20-30 seconds of additional content (like announcing their affiliation). Announcing the name first, followed by a little buffer, allowed the host to find and unmute the attendee so that there was only a minimal amount of dead air. Similarly, the session chair prepared a very brief introduction to all presenters (name, title, and affiliation), which they could read out while the speakers got their screen ready.
- There were often several questions ready at the end of a talk, which made things easy. But this wasn’t always the case, as sometimes there were no questions submitted at the point when a talk ended. And in the virtual format, we couldn’t tell if people were just in the process of typing in questions. This means we had no way of calibrating how long it would be before a question came in if there were no questions at the end of a talk. So to avoid dead air, the session chairs were instructed to give one of their own questions first in this case, to give people the time to type in questions. This seemed to work: In every talk where this happened, by the time the session chair had finished asking their first question, the Q&A box had filled up with more and we were able to move on to audience questions.
- Zoom provides very good captions for videos, but they are available only at a delay. We were not able to do live captions in our Zoom Webinars, because we did not have the budget for this. Lina Hou and Savi Namboodiripad were gracious enough to lend their expertise and help us set up a workaround solution that relied on Otter.ai to provide live captions of the meeting.
Posters
The poster sessions were organized as mixed synchronous / asynchronous presentation sessions. The key elements were:
- use of OSF to archive the posters, and to host comments;
- suggested brief ‘poster presentation’ videos to accompany the PDF posters, also uploaded to OSF;
- three poster sessions during which conference attendees were encouraged to interact with posters.
We had accepted approximately 270 posters for physical CUNY, organized into three distinct poster sessions of 90 posters each. We decided early on that we did not want to have all synchronous poster sessions, because we thought that given our likely attendee to presenter ratio, poster presenters would largely find themselves alone during the poster period.
Before any of this, we set up an OSF Meeting for CUNY 2020. This was absolutely free! We had planned this as our repository for posters (and talks) for “offline” viewing. We built upon this aspect of physical CUNY to host the poster sessions. Presenters were able to create OSF projects on their own by following the instructions that OSF provides. These OSF projects can host any kind of file from poster pdfs to mp4 recordings of presenters’ spiels.
As far as we know, OSF is accessible from just about anywhere. This makes it the perfect repository for broad usage. Another reason we went with OSF for this is the commenting functionality. Those with OSF accounts can comment publicly on the projects of others to ask questions and engage with both the authors and the audience. This creates a space for discussion to ensue.
Posters
We kept “Poster Sessions” in the schedule of the conference. And we encouraged all attendees to visit posters and interact with poster presenters as they would at a physically-held CUNY.
As stated earlier, posters were stored on OSF, and authors themselves uploaded them. We additionally informed poster presenters that they should make full use of OSF’s capabilities to make this as useful of a poster session as it could be. This meant they could upload a 5-minute video of themselves talking through their poster as they would if it were up on a board and they were standing in front of it. They could also use the wiki of their project to promote a private Zoom meeting of their making, or their Skype handle if they were willing to set aside the poster session to be free to chat in real time with attendees. We estimate that somewhere between 1/3 and 1/4 of the poster presenters in a given session offered an option to meet with them live in the form of a Zoom meeting or similar.
Social Zoom Meetings
Another main aspect of the physical CUNY conference is the opportunity to socialize with researchers, meet new people and reconnect with old colleagues in the social functions scattered in and about the conference. On the first day of the conference, it became clear that our attendees were self-organizing social engagement in interesting and fun ways: They were already using Zoom (or similar services) for poster sessions, but other attendees were setting up Zoom for purely social purposes, such as organizing meet-ups around scientific themes (e.g. an open Zoom meet and greet for researchers interested in bilingual sentence processing), lab meet-ups for current students and alumni, and even just purely social happy hour-type Zoom events.
To try and facilitate access to all these different, organic opportunities that popped up, we created an open Google sheet for those who wanted to host socially-oriented Zoom meetings. It turns out that when you turn over editing privileges to hundreds of CUNY attendees, they will pretty quickly self organize. Within an hour or so, the sheet had different tabs for each day of the conference, and different tabs for poster discussion sessions and social events.
The CUNY open Zoom sign-up sheet can be seen here.
How’d we do? The post-CUNY poll
After CUNY, we sent out a poll to everyone who attended the conference. 343 people responded to at least one question in the poll. Of the respondents, 157 (45.8%) were planning to attend physical CUNY, 179 (52.3%) indicated that they had not been planning to attend physical CUNY, and the remainder had not made up their mind when CUNY was cancelled.
Here are the results, and some of the main takeaways that we think they suggested.
Talks
- Talks were easy to access using the Zoom webinar format.
- There could have been more clarity about question procedures.
- The level of engagement with virtual talks was, on balance, similar to that for in-person talks.
- People prefer to watch talks in real time.
Posters
- There needs to be more work to figure out the best way to encourage and facilitate engagement with virtual posters.
Social Engagement
- Most attendees did not engage socially with other attendees.
Virtual conferences
- Most people report that they would submit their work to future virtual conferences.
- People would especially like the option to present virtually at conferences on other continents…
- … but they would prefer to travel to a conference on their own continent.
- If they can be reimbursed, most people would be willing to pay ~$100 for a virtual conference.
- If they cannot be reimbursed, most people would be willing to pay <$50 to attend.
What other conferences / workshops can follow this model?
We suspect that several of the incidental features of the CUNY conference and community were important for the success it enjoyed. Some further thoughts on this that might be relevant for people considering virtualizing their own conferences:
Size: CUNY drew a crowd of roughly 1,100 unique participants across the three days, with about 350 attendees at once. With this kind of traffic, we had no trouble on our side and no complaints of poor quality from the attendees. But we could imagine conference size mattering. A smaller conference may have difficulty emulating our engagement during the question-asking period, for instance. Similarly a conference that has a much larger audience might also need a different solution for the Q&A period and would have to pay for a webinar package that allows more users at a time or live stream it to YouTube or Facebook.
Non-Parallel Sessions: CUNY never has had parallel sessions, by design: There is only one talk at a time. This made our job quite a bit simpler. To achieve parallel sessions we think you would need double the people-power. The organizers and volunteers would also all have to be pretty proficient in Zoom. Given the amount of time and effort it took us to get a sufficient number of organizers conference-ready, this seems like a challenging task.
Community: The community of CUNY attendees is pretty tight knit, with a great deal of them being annual attendees. With that being the case, there was a shared investment in making this work. We think if it weren’t for this strong sense of community, we would not have had such enthusiastic session chairs and presenters and the engagement and discussions we were able to foster would be markedly diminished.