Hi all,

I think this is both a really important discussion to have as a community and that it is an important time to have it, given the ongoing reorganization of the Carpentries. I appreciate the perspectives people have shared and have enjoyed hearing how meaningful these organizations have been to the development of their lives and careers over the years - they certainly have been a big and very positive part of my own path.

My sense of how the pieces fit together is that back in the old days (and I'm sure Greg or someone else could step in and correct me if I remember this wrong), Software Carpentry was developed and taught in part to help scientists who were already doing some coding how to learn how to do it better - to turbo boost their skillset so to speak. If you'd been scripting in python for a couple of years but had never heard of DRY or git or relational data, then a SWC workshop would be a perfect thing to build your skills.

The thing that made SWC really take off, though (at least in my opinion, and in addition to a ton of effort and work done by Greg and many others), was that it filled a gaping need for more introductory learning opportunities for scientists that had zero experience with these things (but were increasingly hearing that they were important and useful or realized on their own that they would have no choice but to use them to deal with ever-larger datasets). I also think it provided a structured forum for scientists to learn these skills from other scientists who could empathize with them and meet them where they were. I think it really changes the dynamics of a learning session when the instructors and students can relate to one another and have a shared set of experiences and challenges.

The problem is that what and how you teach a novice who has been working with these things on their own for a few months or years and what and how you teach a complete beginner who has never heard of any of it are quite different.

Data Carpentry emerged in part because of this (and here Tracy or someone could correct me if I'm wrong - this is how I saw it anyway, from the outside), and was originally conceived very explicitly as a set of SWC-style lessons for those with absolutely zero experience or exposure to a programmatic way of working with their computers.

All of this is to say that I personally see the DC and SWC lessons as always having been complimentary instead of alternative approaches to the same type of content, and that the ideal path for a learner with no previous experience whatsoever starts with DC (I have all this data and I need a figure for a poster draft that my PI wants by next week what do I do) and then progresses to the content traditionally taught in SWC (how do I make that figure or table or script or dataset in such a way that it becomes one part of a bigger pipeline that can scale over time in terms of complexity and number of collaborators in the most reasonable way).

So perhaps now that all of these perspectives are formally moving into one big tent, and that new instructors are badged for both and not just one of the two, and that there will be a mechanism for other carpentries to be developed for other areas (hi LC!), we could think about charting out some tracks for people to move through the materials *as a whole* in a way that makes sense for where they are coming from and where they need to get.

I think Christina is leading a committee that is tasked with thinking about this very issue?

Best,
Naupaka

On 23 Oct 2017, at 6:28, Anelda van der Walt wrote:

Hi Bennett, all,

I think this is a very important conversation and one we've had in various contexts over the three years I've been involved in Carpentry workshops in Africa. Every time this came up, I realised how diverse our outlooks are on what a Carpentry workshop constitute and what the branding is suppose to
represent.

Here in Africa we've been mixing and matching lessons to suit both the
audience and the instructors. Sometimes we didn't have Data Carpentry
instructors (only people who came from Comp Sci and Maths for example who related much better/easier to the Software Carpentry material than DC) and
then we tought Software Carpentry to an audience who needed a Data
Carpentry workshop. It's not optimal, but if we didn't do that, we wouldn't
have run a workshop at all, so we'd lose out on opportunities for our
instructors to get some teaching experience as well as an opportunity to develop capacity amongst our potential learners. Most often though, when we
taught Software Carpentry, our audience wasn't ready to go from never
having heard about the shell or Python, to doing some of the tasks
described in Bennett's email above, let alone adopt git for version
control. The workshops, for me, have mostly been about creating an
awareness of the:

   - existence of these tools (DC or SWC curriculum)
   - existence of a community where you could get /give help and could
   learn about best practices outside of workshops
- reality that these tools are being used in all(most) disciplines and that everyone should learn them (this sometimes come as a shock to computer
   scientists)
   - teaching methodology and culture of the Carpentries - open, safe
environment where the instructors believe all participants can learn some basic skills to help them use the tools we teach (as opposed to very often very irritated instructors who gets annoyed with the slower learners in non-carpentry workshops - often the exposure our learners have had to learn computing and this is what convinced them in the first place that they
   can't/shouldn't learn to use the tools)
- opportunities through communities like the Carpentries - instructor
   training, other workshops, meeting people at conferences with same
   interests and much much more

Our advertisements (example attached) normally say that we will teach them
a lot more than what we actually get to, but we make sure that they
understand the workshop is just a starting point and that the materials are available online for them to work through after the workshop if they wanted to. We have seen people coming to more than one workshop where we teach the
same materials as it builds their confidence and mental model. We also
encourage people to start a study group to continue learning and we've
found that some of the study groups have worked through exactly the lesson
materials we covered in the workshop from scratch but then over a few
weeks. So, in doing this, although it's not covered in the workshop, we do deliver on the promise of the advertisement. We give them everything (as presumed by us in any case) they need to learn the skills we advertise and we help them to become part of the community. If they take some action on
their side as well obviously.

We can't teach 30+ people to use tools they've never heard about and apply concepts no-one has ever discussed with them (open science, reproducible
research, publishing of scripts) in 2 days, but we can teach them that
these things exist, that they can learn about it, that there are people who want to help them as they learn, and that it is important to venture into
this new world, preferably not on your own.

We use the pre-course surveys to find out if there are more advanced
learners signed up for the workshops and try to contact them beforehand to explain what the workshop will cover and ask if they'd be interested to act
as helpers.

If the Carpentries are going to become too prescriptive in terms of what
constitutes a workshop and core concepts, it may really hamper the
proliferation of the Carpentries in contexts like ours. The freedom we've had to move at a speed that suits our audience, regardless of whether we cover script writing, and the ability to mix and match lessons to suit our audience and our available instructors, have been key to the growth and impact of the Carpentries on our continent. It has changed my life and at
least a few other people I know. I hope we can continue to bring these
workshops to more people in the way we've been doing over the past 3 years.

Thanks to everyone for their honest comments on this thread so far. It's been amazing to see how many people actually do mix and match and also to
hear some comments on the various lessons.

It would be interesting to keep track of which lessons are taught how many times and in which combinations. I've started to put a dataset together for
workshops run in Africa since 2013 where I mostly have info on which
lessons have been taught. My personal preference for a mixed audience for a
first-time workshop at an institution is by far the DC Ecology lesson
without SQL (cognitive overload).

Thanks for listening!

Kind regards,

Anelda




On Mon, Oct 23, 2017 at 2:48 PM, Bennet Fauber <[email protected]> wrote:

I will address only the last of Marianna's comment (included below): I think that the issue of 'branding' boils down to one of 'do the components
of the workshop meet the criteria for both knowledge transmission and
method of presentation'.  Part of the issue I had with the branding
discussion is that the lessons being referred to as the standards are never
fully taught, so I find it very hard to identify which aspect of the
lessons really conveys the heart and soul of SWC and thus conveys 'the
brand'?  I am not sure that there would be full consensus on which
components really are the vital ones.

For example, I take it as a matter of definition that creating rerunnable scripts, using DRY, and reproducibility are core components of both SWC and DC. So, I experienced a strong sense of disconnect when I was told that creating a runnable shell script was optional for the shell lesson, and it was covered in only one of the two shell workshops I attended. My personal opinion is that if creating a shell script that does more the 'echo Hello'
is not covered, it should not be an SWC shell lesson, no matter the
source. That's in disagreement with the people who thought it optional, and is likely to be in disagreement with others. Discussing that kind of disagreement seems vital to the issue to me, if we are not to be talking
past each other instead of to each other.

Similarly, I also think that a python or R lesson must contain at least one example of running a program from the command line. That seems to me to be the major justification for including the shell lesson in the first place; the command line is useful because you run programs there, both shell and others. If the programming language lesson(s) is completely disconnected from creating a program that can be run from the command line,
then a large chunk of the original coherence of the whole of the SWC
program is lost. If R and Git are both run from the GUI, then what was the
point of including the shell lesson?  I ask a similar question/draw a
similar conclusion if one uses Spyder, or for all that only the iPython interactive interface, and never shows people how to run the scripts they
have written from the command line.

That is why I think that the issue of 'core concepts and competencies' is central to the issue of branding. If 'creating programs that are runnable from the command line in support of reproducible research' is not one of the necessary and central components of all the lessons of an SWC workshop, then I would like to know that so I do not falsely advertise. That is the
aspect of SWC that drew me in the first place.

Thanks for bringing that up Marianna, and for your other comments!

Sorry for chiming back in, but I thought it worth clarifying the
connection between branding and content here, in full view.

-- bennet


On Sun, Oct 22, 2017 at 10:30 PM, Marianna Foos <[email protected]>
wrote:


Obviously full lesson overhaul is a massive undertaking, but basically, I agree with Bennet's sentiment that paring down lessons by establishing a even-corier-core would be beneficial, both for consistency and time use, and possibly for increasing hands-on time. However, I am conflicted on whether I think this is the same discussion as the "Meeting criteria for brand use" one that was kicked off in the last few days and carried onto
github.


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