The Carpentries Handbook
CODE OF CONDUCT
The Carpentries Code of Conduct
Code of Conduct (Summary View)
Code of Conduct (Detailed View)
Update Logs
About this document
Code of Conduct Incident Response Guidelines
Immediate Response
Ongoing Incidents
Checklists for Responding to an Incident
Code of Conduct Incident Reporting Guidelines
Reporting a Potential Code of Conduct Incident
Alternative Contact Points
Confidentiality
Report Data
Following Up with Reporter(s)
Code of Conduct Incident Response Procedure and Enforcement Guidelines
Terminology
Incident Response Procedure for The Carpentries Code of Conduct Committee
Report Acknowledgement
Incident Response Assessment
Following up with the Reportee
Resolutions
Appeal Process
Accountability
Conflicts of Interest
Code of Conduct Termed Suspension Guidelines
The Carpentries Termed Suspension Checklist
Online Communication and Communities
Teaching Workshops
Organizing Workshops
Instructor Training
Trainer Training
Member Organisation and Local Activities
Lesson Development and Maintenance
Executive Council
Committees, Task Forces, and Other Interactions
Other Interactions
General Resources
ASSESSMENT
Learner Assessment
Programmatic Assessment
Assessment Network
About
What We Do
Get Involved
COMMUNICATION
The Carpentries Style Guide
A
abbreviations and acronyms
accents
adverbs
ampersand
apostrophes
B
bullet points
C
capital letters and capitalisation
Carpentries
commas
company names
D
dates
E
e.g.
etc.
F
figures
first name, forename, given name
foreign accents
foreign names
foreign words and phrases
fractions
H
honorifics and titles
I
initials
-isation
-ise
italics
N
names
numbers
O
Oxford comma
P
per cent
Q
quotation marks
quotations
R
roles
S
scientific names
seasons
singular or plural?
square brackets
T
times
Getting your news out there
Submitting blog posts
How to Contribute a Blog Post to The Carpentries blog
Alternative Ways to Post
How to Contribute a Blog Post to Data Carpentry
Alternative Ways to Post
How to Contribute a Blog Post to Library Carpentry
Alternative Ways to Post
How to Contribute a Blog Post to Software Carpentry
Alternative Ways to Post
Troubleshooting
Newsletter
Newsletter content
Submitting newsletter content
Publishing the newsletter
Tips and Tricks
Slack and Mailing Lists
Carpentries Commons
Presentations
Scheduling Online Community Events
General Room Usage and Links
Zoom Manual
Host abilities:
General tips:
Viewing Zoom Room availability
Adding an Event to the Community Calendar
Creating a Zoom Room Option on Google Calendars
Etherpads
General Usage
Troubleshooting
FOR INSTRUCTORS
For Current Carpentries Instructors
Professional development for Instructors
Community discussions
Mentoring groups
Carpentries Champions
Meetups page
Mentoring and Development
Instructor Profile
Setting up a workshop
Setting up a workshop website
Other ways to contribute
Thank You to Instructors
Become a Carpentries Instructor
Who are the Instructors?
What knowledge is needed?
Motivation for people to train as Instructors
Steps to becoming an Instructor
GOVERNANCE
The Carpentries Bylaws
1. Purpose
2. Lesson Program Membership
Overview
Eligibility for Lesson Program Membership
Roles and Responsibilities of Lesson Programs
Governance of Lesson Programs
Resignation and Termination of Lesson Programs
3. Organizational Membership
Eligibility, Rights, and Termination of Organizational Members
4. Individual Voting Membership
Eligibility, Rights, and Termination for Voting Members
5. Executive Council
General Powers
Responsibilities of Executive Council Members
Number, Tenure, Requirements, and Qualifications
Regular Meetings and Quorum
Compensation
Confidentiality
Removal
6. Nominations and Elections
Overview
Community-elected Members
Council-elected Members
Between-election vacancies
7. Officers
Chair
Vice-Chair
Secretary
Treasurer
Election of Officers
Removal of Officers
8. Committees
Committee Formation
9. Staff
Executive Director
10. Amendments
Bylaws
Lesson Programs
Lesson Program Policy
Roles and Responsibilities of Lesson Programs
Roles and Responsibilities of The Carpentries
INSTRUCTOR DEVELOPMENT
Instructor Development Committee
Instructor Development Committee Roles
Co-Chairs
Discussion Session Coordinator
Community Discussions
Terminology
Motivation
Who Can Host?
Signing up to Host or co-Host a Community Dicussion
Host Expectations
Co-Host Expectations
Checklists - Community Discussions
Discussion Session Coordinator
Host and Co-Host
Email Templates
Pre-workshop Discussion
Post-workshop Debriefing
Call for Instructors (to Instructor Development Committee)
Mentoring Groups
Mentoring Groups Outline
Sample Mentoring Group Outline: Lesson Maintenance
Sample Mentoring Group Outline: Teaching Workshops
Sample Mentoring Group Outline: Organizing Workshops
Sample Mentoring Group Outline: Community Building
Mentoring Groups Highlights
2018-2019 Schedule
Mentor Agreement
Mentor Onboarding
Mentoring Groups Recruitment Strategy
Mentoring Groups: Guidelines for Certificates
Mentors
Mentees
Mentoring Groups Roles
Mentees
Mentors
Mentoring Coordinator
Mentoring Groups Virtual Showcase
Sign-Up
Contact
INSTRUCTOR TRAINING
For Trainers
Trainer Duties and Agreement
Trainer Agreement
Trainers Guide
Trainer Meetings
Signing up to Teach an Instructor Training Event
Trainer Checklists
Differences Between In-person and Online Training Events
Running a Teaching Demonstration
Becoming a Trainer
Trainers Training Program
Trainers Training Reading Schedule
Reviewing New Trainer Applications
Trainer Coordinator
Duties
Email templates (Trainer Coordinator)
Email Templates (Trainers)
Templates in English
Templates in Spanish
For Administrators
Tracking Trainee Checkout Progress
Accepting Trainee Applications
Tracking Training Event Attendance
Tracking Discussion Attendance
Tracking Teaching Demos
Tracking Lesson Contributions
Recording Extensions to Complete Checkout
Awarding badges
Trainee no-shows and cancellations
Scheduling Training Events
For Online Training Events
Email Templates (Administrators)
Initial Member Contact Email (online training)
Introducing Host and Trainers (in-person training)
Initial Trainee Contact Email (from member site to their prospective trainees - online training)
Invitation to Open Training Applicants
One Month Trainer Email (online training)
One Week Trainer Email (online training)
One Week Trainee Email (online training)
Missing Instructor Training applications
Attendance checkout
Event Cancelation (online training)
No-Show - Emergency Member (online training)
No-Show - Emergency Open Applicant
No-Show - Non-Emergency Member (online training)
No-Show Non-Emergency Open Applicant
Cancellation - Member at least one week notice (online training)
Cancellation - Open Applicant at least one week notice
Follow-up - Trainers Attendance List
Zoom test invitation to host site
Response to Instructor Training Inquiry
Response to Instructor Training Application
Checkout deadline approaching
Completed everything except lesson contribution
Completed lesson contribution
Checkout extension granted
Checkout completed
Recruiting new Trainers
Accepting new Trainers
For Member Organizations
Joining a Training Event
Host Checklist
LESSON DEVELOPMENT
Lesson Development Roles
Curriculum Advisory Committee
Lesson Infrastructure Subcommittee
Bug BBQs
Scheduling a Bug BBQ
Communicating about a Bug BBQ
Creating a Bug BBQ Website
Announcing a Bug BBQ (Blog post template)
Release Process and Schedule
Lesson Release checklist
Upcoming Lesson Releases
Email Templates
Curriculum Advisory Committee Invitation
Initiate Scheduling of First Meeting
Announce Meeting Times and Dates
Follow up from Curriculum Advisory Committee Meeting
LESSON MAINTENANCE
Maintainer Guidelines
How to stay in touch
How to handle issues
How to get help
How to suggest changes to the styling for all lessons
Maintainer Onboarding
How to label issues
Email Templates
Inviting new Maintainers
Maintainer onboarding meetings
Onboarding reminder
Missed onboarding meeting
Welcoming new Maintainers
POLICIES
The Carpentries Privacy Policy
Definitions
How is personally identifiable information stored?
Who has access to personally identifiable information?
Section 1: Workshop Participants
What information do we obtain?
How is this information used?
Section 2: Instructors
What information do we obtain?
How is this information used?
Section 3: Other Volunteers
What information do we obtain?
How is this information used?
Section 4: Online Spaces
What information do we obtain?
What do we do with this information?
Section 5: Opt-in Surveys
What information do we obtain?
What do we do with this information?
Section 6: All Participants
Can I decide what communications to receive?
Removing personal information
Limitations
What about third party links on our websites?
Who should be contacted regarding this Privacy Policy?
Instructor No-Show Policy
The Carpentries Reimbursement Policy
Carpentries Professional Development Policy
REGIONAL COMMUNITIES
Carpentries in Africa
What We Do
Join Us
Historical support
Carpentries en América Latina
Como puedes ayudar / Ways to help
Cómo participar / How to get involved
¿Quién está involucrado? / Who is already involved?
Reuniones bilingües / Bilingual meetings
Traducciones / Translations
TEACHING AND HOSTING
Workshop checklists
Host checklist
Billing Guidelines
Instructor Checklist
Helper Checklist
Email Templates
Tips For Instructors
Handling Software Installation
Talking About the Code of Conduct
Using Exercises
General Tips
Preparing to Teach
Teaching unofficial Carpentries workshops
Workshop needs
Venue
Equipment and materials
Accessibility
WORKSHOP ADMINISTRATION
Role and Expectations
Workshop Administration workflow
For centrally organized workshops
For self organized workshops
AMY: the Carpentries’ internal database
Logging in
AMY dashboard
Adding a new organization
Adding a new person
Adding an individual person record
Adding bulk person records
Adding a new airport
Adding a new event
Creating a new event manually
Creating a new event from URL
Creating a new event from a workshop request
Assigning people to events
Assigning people to events one by one
Assigning people to events in bulk
Instructor Training
Accepting Trainee Applications
Tracking checkout progress
Issueing badges
Memberships
Reports
Roles in AMY
Instructor login
Admin roles
Other tasks
Merging duplicate persons or events
Searching
General search
Searching for Qualified Instructors
Searching for Events
Searching for Organizations
Searching for Persons
Setting up surveys using Survey Monkey
Logging in
Setting up a workshop survey
Sharing survey results: Web view
Sharing survey results: Raw data
Modifying survey responses
Event registration using Eventbrite
Logging in
Creating a new event
Create tickets
Giving hosts access to view registration
Email templates
From Regional Coordinator
General inquiry response
New Teaching Opportunities on Signup Sheet
Logistics Information from Host
Confirming instructor availability
Host and instructor introductions
Other instructors placed
Eventbrite information needed for Registration
Eventbrite Registration Setup
Eventbrite Registration Complete
Sharing survey results
Pre workshop check in
Post workshop check in
Host and Business Administrator Introductions (non-members)
Host and Business Administrator Introductions (members using Eventbrite)
Instructions for Instructors to Update AMY Profile
From Instructors and Hosts
For Self Organized Workshops: Recruiting Co-instructor
Recruiting Helpers
Advertising your workshop
Email learners before workshop
Email learners after workshop
Encourage learners to complete pre-workshop survey
Encourage learners to complete post-workshop survey
About
Why was this handbook created?
Building this site
Required dependencies
Site structure
Formatting Hyperlinks
Additional information
License
Documentation
Software
Trademark
The Carpentries Handbook
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GOVERNANCE
Edit on GitHub
GOVERNANCE
¶
The Carpentries Bylaws
1. Purpose
2. Lesson Program Membership
3. Organizational Membership
4. Individual Voting Membership
5. Executive Council
6. Nominations and Elections
7. Officers
8. Committees
9. Staff
10. Amendments
Lesson Programs
Lesson Program Policy