Lesson Developers Handbook#
About This Handbook#
The Lesson Developers Handbook is designed to support members of The Carpentries community who are serving as a Lesson Developer. It is maintained by The Carpentries Curriculum Team. If you believe anything needs to be added or updated here, or if you would like to provide feedback on the content, please email the Curriculum Team or open an issue on the source repository of this handbook. If you are unfamiliar with any of the terms used in this handbook, please refer to our Glossary of terms.
Roles and Responsibilities#
Beyond ensuring that the lesson remains compliant with the requirements for inclusion in The Carpentries Incubator, there are no formal responsibilities associated with developing a lesson there: lesson projects in the Incubator are community efforts that belong to the individual developers contributing to them. These Developers can choose to manage them and commit time to them according to their preferences and availability.
To ensure the continuing health and sustainability of their lesson project, The Carpentries recommends that Lesson Developers make themselves responsible for the following tasks:
Managing the design and development of the lesson.
Reading, responding to, and (where necessary) handling issues reported by community members.
Welcoming and reviewing pull requests and other contributions made by community members.
Communicating with the community about the ongoing development of the lesson.
Recruiting Instructors to beta test the lesson, supporting preparations for pilot workshops, and incorporating feedback from those workshops.
Submitting the lesson for open peer review and acceptance to The Carpentries Lab.
Onboarding#
Lesson Developers can start a new lesson any time by opening a new issue on The Carpentries Incubator Proposals repository. The issue template includes several questions, which should be answered to help the Curriculum Team set up the lesson repository correctly in the Incubator.
Community members with an idea for a new lesson can also apply to join Collaborative Lesson Development Training, which will be scheduled periodically starting in 2023.
Offboarding#
There is no formal offboarding process for Lesson Developers working on projects in The Carpentries Incubator.
To ensure the continuing health and sustainability of the project, The Carpentries recommends that Lesson Developers take the following actions when stepping away from a lesson:
Communicate the decision to the other developers of the lesson, so that they can redistribute tasks and plan the project accordingly.
Re-assign any issues assigned to them, to another member of the lesson development team.
Remove their name from the lesson README file and anywhere else where authors of the lesson are listed.
Ask the project owner (a developer with Admin access to the repository) to revoke the outgoing developer’s privileges on the lesson repository.
If the sole remaining developer of the lesson is leaving the project, add a notice to the top of the repository README and the lesson front page (
index.md) to inform visitors that the lesson is not being actively maintained/developed. In these circumstances, consider:contacting the Incubator administratorteam to let them know that the lesson will be unmaintained, and
archiving the lesson repository.
If the developers wish to remove the lesson from The Carpentries
Incubator, the project owner (a developer with Admin access) can
transfer the lesson repository out of the carpentries-incubator
GitHub organisation via Settings->\ General->\ Danger
Zone->\ Transfer Ownership.
Communication and Collaboration Spaces#
Community Calendar#
Once scheduled, all Lesson Development Coworking Sessions are listed on our Community Calendar. You can add relevant events to your personal calendar from there by clicking on the event you would like to attend.
Etherpad#
The Carpentries uses Etherpad as a collaborative note-taking tool during workshops, training, and other Carpentries-related events. Below is a list of Etherpads relevant to serving as a Lesson Developer.
Pad-of-pads: A list of our most commonly used Etherpads and other resources.
Lesson Development Coworking Session Notes: Signup information, connection details, and notes taken from monthly coworking sessions (CodiMD),
GitHub#
The Carpentries Incubator Proposals repository: a place for The Carpentries community to propose new lessons for development in the Incubator.
The Carpentries Lab Reviews repository: a place for Lesson Developers to submit lessons for open peer review and acceptance to The Carpentries Lab.
Slack#
Join The Carpentries Slack workspace. To follow conversations relevant to this role, you should join the following channels:
The #lesson-dev channel on The Carpentries Slack workspace is a platform for the whole community to ask questions and engage in discussions around the subject of lesson development.
We recommend that Lesson Developers browse existing channels in the Slack workspace, for any that are relevant to the topic/domain of their lesson.
It can also be helpful to create a new channel for your lesson, as a space for you to discuss the development process with collaborators, and for community members to ask questions about the lesson.
If Slack is new to you, our Slack Guide will help you to set up your profile and give you an overview of how we use the platform on a day-to-day basis.
Mailing List#
You can access The Carpentries mailing lists from TopicBox. The incubator-developers mailing list is the one relevant to serving in this role.
To join one or more Carpentries mailing lists, you will need to create a login on the site. Once you have done this, you can scroll through the list of groups and click “Join the Conversation” (for open mailing) or “Request to Join” (for those mailing lists requiring administrator approval). If you are new to Topicbox, please check out our Topicbox Guide.
Step-by-Step Guides#
Adapting Existing Lessons for The Carpentries#
Lessons must use The Carpentries template and infrastructure to be included in the Incubator or Lab. The Curriculum Development Handbook includes a guide for adapting existing lessons to use The Carpentries lesson template.
Using Issue Labels to Promote Collaboration#
GitHub allows the maintainers of a repository to add contextual information to Issues and Pull Requests in the form of labels. Two labels, used by The Carpentries and in many repositories across GitHub, can be deployed to increase the visibility of your lesson and encourage community members to contribute to its development.
The “help wanted” label should be used to highlight issues with which you would welcome additional help. The Carpentries website includes a Help Wanted page, which can automatically list every issue labelled “help wanted” on repositories from The Carpentries, Software Carpentry, Data Carpentry, Library Carpentry, CarpentriesLab, and The Carpentries Incubator. Find out how to include issues from your lesson repository on the Help Wanted page by reviewing the Information for Maintainers on the page itself.
The “good first issue” label should be used to identify issues that
would make a good entry point for newcomers searching for a way to
contribute to your lesson. The work needed to close an issue with this
label would typically not require an extensive knowledge of the
structure or intricacies of your lesson repository, or an expert
understanding of the content. The “good first issue” label is used so
extensively that GitHub provides a page at\ [repository URL]/contribute <https://github.com/swcarpentry/r-novice-gapminder/contribute>__
for every repository, listing issues with this label.
How to Organise a Lesson Development Sprint#
Many Lesson Developers find it helpful to organise a dedicated event to make progress and enhance collaboration on their lesson projects. The Curriculum Development Handbook includes a set of recommendations for how to organise an effective and inclusive lesson development sprint event.
Promoting Your Project in The Incubator Lesson Spotlight#
The Incubator Lesson Spotlight is a regular feature in The Carpentries blog and newsletter, highlighting a lesson currently under community development. The purpose of the Spotlight series is to raise the visibility of that lesson among the broader community, and to encourage community members to contribute to the further development of that lesson.
Any lesson in The Carpentries Incubator is eligible to be included in the series, regardless of the stage of development that lesson is currently in. It is a good way for lessons in the early stages of development to attract new collaborators, and for those in later stages to invite others to informally review the lesson and to try teaching the material. To submit your lesson to be featured in the series, follow the steps below.
Think about how you can prepare your lesson for new contributors before the feature is published. This might mean labelling existing issues (e.g. to appear on the Help Wanted page) or creating new ones, making sure that your CONTRIBUTING.md is up-to-date, and/or planning publication of the Spotlight feature to fit with a relatively quiet period in your schedule so that you can respond promptly to any new issues and pull requests.
Fill in the Incubator Lesson Spotlight content submission form, providing details of the lesson to be included in the feature. It may be beneficial to collaborate on this content with other developers working on the lesson. The Carpentries Core Team will use the content provided in the form to create a post for The Carpentries blog and an item for the Carpentries Clippings newsletter.
When the blog post has been drafted, a pull request will be opened to add that post to the website. You will be tagged for an (optional) review of this pull request before it is published. To review the blog post, read through the post content and comment on the issue thread to request any changes to the feature.
Submitting a Lesson to The Carpentries Lab#
The Carpentries Lab hosts community-developed lessons that have been peer reviewed and can be relied upon by Instructors to meet a high standard of quality and stability. The Lab provides a platform for open peer review of lessons, and to promote the lessons that have entered the collection.
To submit a lesson for peer review in The Carpentries Lab, follow these steps:
Check the eligibility criteria for lessons to be reviewed in the Lab.
Open a new issue on the [Reviews repository]h(ttps://github.com/carpentries-lab/reviews/issues/new?assignees=&labels=new-submission&template=submission.md&title=%5BREV%5D%3A+) and answer the questions in the issue template to tell the Editors about the lesson.
Piloting a Lesson#
Teaching a lesson for the first time is very rewarding, but the experience of the Instructors and learners also identifies opportunities to address and further clarify parts of the content. This makes early lesson teachings, which we refer to as lesson pilots, crucial milestones in the development of a high-quality lesson. As well as teaching new and exciting skills to learners, the additional purpose of pilot workshops is to collect information and feedback that can be used to polish content and make the lesson more reusable by other Instructors (e.g. by recording accurate timings for episodes and exercises, expanding Instructor Notes, etc.).
Alpha and Beta Pilots#
The lesson development process includes pilot workshops at two different stages, which we refer to as alpha and beta pilots. Alpha pilots are the first workshops where the lesson is taught, almost always by some or all of the original developers of the lesson.
After the feedback from these alpha pilots has been used to improve the lesson, it can enter the beta stage, where other Instructors - who did not have a major part in the previous development of the lesson - teach it and provide feedback.
Information about these pilots, and the requirements for piloting official Carpentries lessons, can be found in the `Lesson Life Cycle chapter of The Carpentries Curriculum Development Handbook.
Information for Lesson Developers#
Finding Hosts for Beta Pilots#
If you are developing a new official Carpentries lesson - a lesson developed based on prior agreement with The Carpentries, and is intended to become another lesson/curriculum offered in centrally-organised workshops - the Curriculum Team will help you find hosts and Instructors for pilot workshops.
If you are developing a lesson in The Carpentries Incubator, you can recruit pilot hosts by putting out a call via the discuss TopicBox list, the general channel on The Carpentries Slack workspace, by publishing a post on our blog, and/or by any other communications channel that you think appropriate (e.g. the mailing list of a specific community likely to be interested in the lesson topic). You may find this template blog post and/or this template email message helpful starting points. If after taking these steps, you need help finding hosts to pilot your lesson, or if you have any questions about the lesson pilot process for lessons in The Carpentries Incubator, you can contact the Incubator administrator team.
Collecting Feedback on the Lesson#
Feedback from learners will be a valuable source of information about and suggestions for how your lesson could be further improved after the pilot. The standard Carpentries pre- and post-workshop surveys do not support lesson pilots so you will need to create your own surveys to send out before/after a pilot workshop. Although surveys for pilot workshops will frequently include questions that are specific to the particular lesson being piloted, there are some standard feedback questions that can be asked after a pilot to assess the design and flow of the lesson. This template post-pilot workshop survey can be copied and adapted to your lesson, and shared with learners in place of the standard post-workshop survey.
It is also important to gather information about the lesson while it is being taught. Check the Lesson Life Cycle chapter of The Carpentries Curriculum Development Handbook for a list of things to take note of during the pilot workshop. We recommend assigning a specific person or people to keep track of these points (e.g. an Instructor or Helper). You may find it helpful to make a copy of the pilot observation notes template to use during the workshop.
Information for Hosts#
Recruiting Instructors for Beta Pilots#
If you are hosting a pilot of a new official Carpentries lesson - a lesson developed based on prior agreement with The Carpentries, and which is intended to become another lesson/curriculum offered in centrally-organised workshops - the Curriculum Team will help you find Instructors for pilot workshops.
The Carpentries is also keen to support the development and piloting of lessons in The Carpentries Incubator. If you are hosting a pilot of a lesson in the Incubator, we ask that you first try to find Instructors for pilot workshops yourself. Often, hosts are able to recruit certified Instructors from their local community with relevant knowledge of the lesson topic, but in some cases this will not be possible. If you wish to recruit Instructors for a pilot workshop, try putting a call out on local/regional community mailing lists, any relevant channels on The Carpentries Slack workspace (the lesson authors may be able to direct you to these), and/or by publishing a post on our blog. Please do not post calls for Instructors to the general or instructors channel on Slack, or the discuss and instructors lists on TopicBox. Any messages to recruit Instructors will be removed from those channels. If after taking these steps, you find that you need help finding Instructors for your lesson pilot, you can email the Incubator administrator team for assistance.
Creating a Pilot Workshop Webpage#
The Carpentries workshop webpage template supports the creation of webpages for pilot workshops. The Customisation page of the template documentation has instructions on how to configure the webpage for a pilot workshop.
If you are piloting a new official Carpentries lesson - a lesson developed based on prior agreement with The Carpentries, and which is intended to become another lesson/curriculum offered in centrally-organised workshops - please register your pilot as a Self-Organised Workshop. If you do not find the lesson/curriculum being piloted listed as one of the choices on that form, please contact The Carpentries Core Team.
For workshops teaching lessons in The Carpentries Incubator, you should create a workshop webpage but should not submit the workshop details to The Carpentries team via the form linked above. Instead, if you want to tell the community about your event you can do so by filling in the form under Workshops on The Incubator homepage. Workshops submitted there will be processed by the Curriculum Team and will be listed in the table on that page.
Resources#
Introduction to The Carpentries Workbench#
Documentation for The Carpentries Workbench, open source infrastructure for lesson websites. The documentation explains how to install the Workbench so that Lesson Developers can edit and preview their lessons on their own computer, how to initialise a new lesson and use the various elements of the lesson template, and how to keep up to date with the latest changes to the infrastructure.
Curriculum Development Handbook#
A guide to the lesson design process recommended by The Carpentries. The CDH provides details of the curriculum structure used by our Lesson Programs, the vocabulary we use to describe the life cycle stages of the lesson, and the steps we encourage Lesson Developers to take through those stages. **Note: the Curriculum Team is in the process of replacing the content of the CDH with this handbook and the Collaborative Lesson Development Training curriculum, and it is no longer actively updated.
Collaborative Lesson Development Training Curriculum#
A lesson designed to teach skills and good practices in lesson design, lesson website development, and collaboration via GitHub. Community members can apply to join this training, and/or follow the curriculum in their own time.
Pilot Workshop Feedback Survey Template#
The standard Carpentries pre- and post-workshop surveys do not support lesson pilots so you will need to create your own surveys to send out before/after a pilot workshop. Although surveys for pilot workshops will frequently include questions that are specific to the particular lesson being piloted, there are some standard feedback questions that can be asked after a pilot to assess the design and flow of the lesson. This template post-pilot workshop survey can be copied and adapted to suit the needs of your lesson, and shared with learners in place of the standard post-workshop survey.
Lesson Pilot Workshops#
Beta Announcement Templates#
A template beta announcement blog post and template beta announcement email message to publicise the beta version of a lesson. These can be used to call for community members to volunteer to host a beta pilot workshop to aid the ongoing development of the lesson.