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10 changes: 5 additions & 5 deletions README.md
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# instructor-training

The instructor training course for The Carpentries which includes [Software Carpentry][swc-site], [Data Carpentry][dc-site], and [Library Carpentry][lc-site].
The instructor training course for The Carpentries which includes [Data Carpentry][dc-site], [HPC Carpentry][hpcc-site], [Library Carpentry][lc-site], and [Software Carpentry][swc-site].
Please see [https://carpentries.github.io/instructor-training/](https://carpentries.github.io/instructor-training/) for a rendered version of this material,
[the lesson template documentation][lesson-doc]
for instructions on formatting, building, and submitting material.
Expand All @@ -16,15 +16,15 @@ If you want to preview this lesson locally, you will need the [{sandpaper} R pac
- [Sarah Brown][brown_sarah]: @brownsarahm
- [Nathaniel Porter][porter-nathaniel]: @ndporter
- [Karen Cranston][cranston-karen]: @kcranston
- [SherAaron Hurt](hurt-sheraaron): @sheraaronhurt
- [SherAaron Hurt][hurt-sheraaron]: @sheraaronhurt

[swc-site]: https://software-carpentry.org
[dc-site]: https://datacarpentry.org
[hpcc-site]: https://hpc-carpentry.org
[lc-site]: https://librarycarpentry.org
[lesson-doc]: https://carpentries.github.io/sandpaper-docs
[swc-site]: https://software-carpentry.org

[brown_sarah]: https://github.com/brownsarahm
[porter-nathaniel]: https://github.com/ndporter
[cranston-karen]: https://github.com/kcranston
[hurt-sheraaron]: https://github.com/sheraaronhurt


13 changes: 6 additions & 7 deletions episodes/01-welcome.md
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Expand Up @@ -135,7 +135,7 @@ Now, we would like to get to know all of you.
For the multiple choice questions below, please place an "X" next to the response(s) that best apply to you. Then find yourself a spot
in the Etherpad below to write a short response to the last question.

**Have you ever participated in a Software Carpentry, Data Carpentry, or Library Carpentry Workshop?**
**Have you ever participated in a Data Carpentry, HPC Carpentry, Library Carpentry or Software Carpentry Workshop?**

1. Yes, I have taken a workshop.
2. Yes, I have been a workshop helper.
Expand Down Expand Up @@ -168,15 +168,15 @@ organisation before starting the training.

![](fig/Scene_1_blue_stickies_labeled.jpeg){alt='Image of action figures in a workshop with Instructor, Co-Instructor, helper, and Sticky Notes labeled' width="900px" }

Software Carpentry, Data Carpentry, and Library Carpentry
are official Lesson Programs of The Carpentries.
Data Carpentry, HPC Carpentry, Library Carpentry, and Software Carpentry are official Lesson Programs of The Carpentries.
The Carpentries is a **global community of volunteer researchers, educators, and others** oriented around
improving basic computing and data skills for
researchers through intensive, short-format workshops.

- Software Carpentry focuses on helping researchers develop foundational computational skills
- Data Carpentry focuses on helping researchers work effectively with their data through its lifecycle
- Library Carpentry focuses on teaching data skills to people working in library- and information-related roles.
- HPC (High-Performance Computing) Carpentry focuses on preparing researchers to work on a shared, distributed remote compute environment
- Library Carpentry focuses on teaching data skills to people working in library- and information-related roles
- Software Carpentry focuses on helping researchers develop foundational computational skills.

The main goal of The Carpentries is not to teach specific skills, per se - although those
are covered - but rather, to convey best practices that will enable
Expand Down Expand Up @@ -227,8 +227,7 @@ Instructor Trainers at this event is your first step into The Carpentries commun

## What We Leave Out

We will **not** be going over Data Carpentry, Library Carpentry, or Software Carpentry workshop content in detail (although you will gain
familiarity with some of the content through the exercises),
We will **not** be going over Data Carpentry, HPC Carpentry, Library Carpentry, or Software Carpentry workshop content in detail (although you will gain familiarity with some of the content through the exercises).
This training is a significant requirement for becoming a certified Carpentries Instructor.
The additional steps for certification, called *Checkout*, will require that you dig into the workshop content yourself. We will talk about checkout requirements more in part 3 of this training.

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2 changes: 2 additions & 0 deletions episodes/12-homework.md
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Expand Up @@ -56,6 +56,8 @@ To prepare for our next session, please:
- [Repeating Actions with Loops in Python](https://swcarpentry.github.io/python-novice-inflammation/05-loop.html)
- [Exploring Data Frames in R](https://swcarpentry.github.io/r-novice-gapminder/05-data-structures-part2.html)

(No episodes from HPC Carpentry lessons are included in the list above as these require a connection to a remote cluster environment.)

::::::::::::::::::::::::::::::::::::::: challenge

## Feedback
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2 changes: 1 addition & 1 deletion episodes/13-second-welcome.md
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Expand Up @@ -36,7 +36,7 @@ how to create a positive classroom environment, addressing the first two goals.
We started to address the third goal by discussing the importance of lesson study
and observation, and by providing an opportunity to teach and
receive feedback. We will continue that skill development process in Part 3 and 4, as we
focus on the specifics of teaching Software Carpentry, Data Carpentry, and Library Carpentry workshops.
focus on the specifics of teaching Data Carpentry, HPC Carpentry, Library Carpentry, and Software Carpentry workshops.
We will review specific
teaching practices we follow at our workshops and practice using some of them. One of the most important practices
in The Carpentries is participatory live coding. We will spend some time practicing this skill for multiple reasons:
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2 changes: 1 addition & 1 deletion episodes/14-checkout.md
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Expand Up @@ -71,7 +71,7 @@ This exercise should take 5 minutes.

### What does a badge mean?

- **You can teach any Carpentries workshops!** Carpentries Instructor badges are valid to teach any Software Carpentry, Data Carpentry, or Library Carpentry lesson. You can teach branded workshops locally, or network with experienced co-Instructors as a volunteer with our global community. While local co-Instructors need not be badged or experienced, every Carpentries branded workshop must have at least one badged Instructor to lead the way. (More on branding in the next episode!)
- **You can teach any Carpentries workshops!** Carpentries Instructor badges are valid to teach any Data Carpentry, HPC Carpentry, Library Carpentry, or Software Carpentry lesson. You can teach branded workshops locally, or network with experienced co-Instructors as a volunteer with our global community. While local co-Instructors need not be badged or experienced, every Carpentries branded workshop must have at least one badged Instructor to lead the way. (More on branding in the next episode!)
- **You get to vote!** Badged Instructors are eligible to vote in Carpentries Board of Directors elections for their first year, and for all subsequent years in which they continue to participate through teaching or other involvement. See the [Carpentries Bylaws][voting-rights] for rules governing continuing voting eligibility.
- **You can share!** Looking for language to add to showcase your skills and experience on a CV or resume? [Here is some text][text-for-instructors] to get you started!

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50 changes: 34 additions & 16 deletions episodes/15-carpentries.md
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Expand Up @@ -63,6 +63,8 @@ ways you might wish to participate (including by teaching workshops!).

Also in 2014, [Library Carpentry](https://librarycarpentry.org/) was founded with the mission of teaching data skills to people working in library- and information-related roles.

In 2017, the first conference session connecting the [HPC Carpentry](https://hpc-carpentry.org) community took place.

On January 1, 2018, Software Carpentry and Data Carpentry merged to form a new project called
[The Carpentries](https://carpentries.org/)
under the fiscal sponsorship of
Expand All @@ -72,8 +74,12 @@ On November 1, 2018, The Carpentries Executive Council (succeeded by Board of Di
approved [Library Carpentry](https://librarycarpentry.org/)
as the third official Lesson Program of The Carpentries.

In July 2024, HPC Carpentry entered Lesson Program Incubation, beginning the official process that leads to adoption into The Carpentries.

On February 1, 2025, The Carpentries became an independent 501(c)(3) non-profit organisation, now called The Carpentries, Inc. (The Carpentries), governed by a [Board of Directors](https://carpentries.org/about-us/governance/). Non-profit status provides a stable foundation for long-term planning and sustainability. As an independent organisation, The Carpentries has more flexibility in decision-making, program development, and organisational structure, allowing the opportunity to adapt more easily to the changing needs of the community.

[HPC Carpentry](https://hpc-carpentry.org) joined The Carpentries on 1 September 2026, becoming the fourth official lesson program after an incubation and adoption process that had lasted approximately two years.

The Carpentries administration and other essential operations are managed by the [Core Team][coreteam-page],
but the majority of our impact is achieved through the efforts of volunteer participants in our global and local communities.
The **global Carpentries community** consists of [Instructors](https://carpentries.org/community/instructors/), [Instructor Trainers](https://carpentries.org/community/instructor-trainers/), [Maintainers](https://carpentries.org/community/maintainers/), [Lesson Developers](https://carpentries.org/community/lesson_developers/), [Institutional Partners](https://carpentries.org/support/partnership/partner-list/), members of various committees, a [governance structure](https://carpentries.org/governance/), and other supporters who participate, synchronously or asynchronously, in building our programs for all to share. At the **local level**, individual
Expand All @@ -85,33 +91,46 @@ You can learn more about the history and goals of each Lesson Program by reading

- [Software Carpentry: Lessons Learned][F1000]
- [Data Carpentry: Workshops to Increase Data Literacy for Researchers][IJDC]
- [Expanding user communities with HPC Carpentry][JOSCE]
- [Library Carpentry: software skills training for library professionals][LIBERQ]

## Similarities and Differences between The Carpentries Lesson Programs

All lesson programs under The Carpentries share the same [core values][values-page].
Their aligned missions are accomplished by running accessible, inclusive training workshops; teaching openly available, high-quality, community-developed lessons; and fostering an active, inclusive, diverse instructor community that promotes and models reproducible research as a community norm.

Similarities between Data Carpentry, Library Carpentry, and Software Carpentry workshops include:
Similarities between Data Carpentry, HPC Carpentry, Library Carpentry, and Software Carpentry workshops include:

- a focus on technical skills,
- a two full day or four half day format taught by volunteer instructors, and
- a focus on filling gaps in current training for learners.

The major differences between Data Carpentry, Library Carpentry, and Software Carpentry workshops
are their content and intended audience. Their similarities and differences are depicted in this diagram:
The major differences between Data Carpentry, HPC Carpentry, Library Carpentry, and Software Carpentry workshops are their content and intended audience.
Their similarities and differences are depicted in the following table:

| | Data Carpentry | HPC Carpentry | Library Carpentry | Software Carpentry |
|:------------------------------------------------------------- | ------------------ | ------------------ | ------------------ | ------------------ |
| novice-level training | ✅ | ✅ | ✅ | ✅ |
| volunteer instructors applying Carpentries teaching practices | ✅ | ✅ | ✅ | ✅ |
| two-day workshops (flexible scheduling) | ✅ | ✅ | ✅ | ✅ |
| address gaps in computational skills | ✅ | ✅ | ✅ | ✅ |
| modular curriculum | no | no | ✅ | ✅ |
| teaches research-focused computational skills | ✅ | ✅ | no | ✅ |
| domain-targeted | ✅ | no | ✅ | no |

![](fig/carpentries-venn-diagram_20200904.svg){alt='Three intersecting circles labelled Software Carpentry, Data Carpentry, and Library Carpentry. Software and Data Carpentry both focus on research focused computational skills. Data and Library Carpentry are both domain targeted. Software and Library Carpentry both have a modular curriculum. All three Lesson Programs provide novice-level training, two-day workshops to address gaps in computational skills, taught by volunteer instructors applying Carpentries teaching practices.'}
::::::::::::::::::::::::::::::::::::::: instructor

### Image of this table
An image displaying the information in this table, for use in slide decks etc, is available at `episodes/fig/lesson-program-comparison.png`.

::::::::::::::::::::::::::::::::::::::::::::::::::

## What is a Carpentries Workshop? The Rules

### Using the Names and Logos

The names "Data Carpentry", "Library Carpentry", and "Software Carpentry"
and their respective logos
are all trademarked.
You may only call a workshop a Data Carpentry, Library Carpentry, or Software Carpentry workshop if it meets the requirements outlined on
[The Carpentries website][workshopsreq-page].
The names "Data Carpentry", "HPC Carpentry", "Library Carpentry", and "Software Carpentry" and their respective logos are all trademarked.
You may only call a workshop a Data Carpentry, HPC Carpentry, Library Carpentry, or Software Carpentry workshop if it meets the requirements outlined on [The Carpentries website][workshopsreq-page].

Note that as long as you have at least one certified Instructor, the other
instructors and helpers at a branded workshop do not have to be certified. We
Expand Down Expand Up @@ -143,10 +162,9 @@ that the workshop [requirements][workshopsreq-page] are in effect. Other worksho

### Reporting a 'Mix and Match' Workshop

If you do decide to self-organise a workshop of any length that does not fit the requirements of a lesson program but does draw from our officially recognised Data Carpentry,
Library Carpentry, or Software Carpentry lessons, we would still like to know about it! This helps us
to better evaluate our impact, and also to understand what the community wants and needs from our materials. You can report your "mix-and-match" workshop to us
(and take advantage of our pre- and post- assessment surveys!) by selecting "Register a self-organised workshop" on our [workshop request page][workshops-form].
If you do decide to self-organise a workshop of any length that does not fit the requirements of a lesson program but does draw from our officially recognised Data Carpentry, HPC Carpentry, Library Carpentry, or Software Carpentry lessons, we would still like to know about it!
This helps us to better evaluate our impact, and also to understand what the community wants and needs from our materials.
You can report your "mix-and-match" workshop to us (and take advantage of our pre- and post- assessment surveys!) by selecting "Register a self-organised workshop" on our [workshop request page][workshops-form].

We also want to know when you teach a lesson from The Carpentries Incubator or The Carpentries Lab.
To register a workshop teaching one of these community-owned lessons, please complete the form available on [The Carpentries Incubator homepage](https://carpentries-incubator.org/) or [The Carpentries Lab homepage](https://carpentries-lab.org/) respectively.
Expand Down Expand Up @@ -241,9 +259,8 @@ Leave about 10 minutes for this discussion.

## Setting Out On Your Own... Together: Lesson Incubation

Maybe this instructor training has inspired you to go home and write your
own fantastic lesson! If you would like to model it after the Software, Data and
Library Carpentry lesson format, you can find two Workbench lesson templates available:
Maybe this instructor training has inspired you to go home and write your own fantastic lesson!
If you would like to model it after The Carpentries lesson format, you can find two Workbench lesson templates available:

- [Markdown][template-md]: this template is suitable for lessons that serve static content
- [RMarkdown][template-rmd]: this template is suitable for lessons that include executable R code
Expand Down Expand Up @@ -335,6 +352,7 @@ You will also have a chance to sign-up in the Welcome session.
[F1000]: https://f1000research.com/articles/3-62/v2
[IJDC]: https://ijdc.net/index.php/ijdc/article/view/10.1.135
[LIBERQ]: https://doi.org/10.18352/lq.10176
[JOSCE]: https://jocse.org/articles/11/1/4/
[values-page]: https://carpentries.org/values/
[workshopsreq-page]: https://carpentries.org/workshops/host-workshop/#curriculum-requirements-for-standard-carpentries-workshops
[docs-workshop-checklists]: https://docs.carpentries.org/resources/workshops/checklists.html
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Binary file added episodes/fig/lesson-program-comparison.png
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