The Carpentries Handbook
Code of Conduct
The Carpentries Code of Conduct
Code of Conduct (Summary View)
Code of Conduct (Detailed View)
Process Flow Diagram
Update Logs
About this Document
Code of Conduct Incident Response Guidelines
Immediate Response
Ongoing Incidents
Checklists for Responding to an Incident
Incidents involving Core Team members
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
Organising Workshops
Instructor Training
Trainer Training
Member Organisation and Local Activities
Lesson Development and Maintenance
Executive Council
Committees, Task Forces, and Other Interactions
Other Interactions
Membership Agreement for the Code of Conduct (CoC) Committee
Core Membership Agreement:
Further Roles and Responsibilities:
[1] Note on
Conflicts of Interest
:
[2] Note on the
CoCc Meetings
:
Onboarding of new committee members:
Leaving the Committee:
Relevant information:
References:
Code of Conduct Committee Governance
Membership
Onboarding
Administration
Voting
Non-incident voting
Incident voting
Terms of office
Main duties of the position holders
Chairs’ roles
Core Team/Staff Liaison
EC Liaison
Specific roles for all area leads
Incident Response Group’s roles and responsibilities
Communication and collaboration spaces
General Resources
Assessment
Learner Assessment
Pre-workshop survey
Post-workshop survey
Programmatic Assessment
Assessment Network
About
What We Do
Get Involved
Communications
Tools
Etherpads
General Usage
Troubleshooting
See Also
CodiMD
General Usage
Document Access Levels & Accounts
Troubleshooting
See Also
GitHub Organisations Owned by The Carpentries
Past Organisations
Newsletter
Newsletter Content
Submitting Newsletter Content
Publishing the Newsletter
Tips and Tricks
Slack and Mailing Lists
Slack Quick Start Guide
The Carpentries Zenodo Communities
Zoom Rooms
General Room Usage and Links
Information for event hosts
For Administrators: Scheduling Zoom Rooms
Resources
The Carpentries Style Guide
A
B
C
D
E
F
G
H
I
L
N
O
P
Q
R
S
T
V
Brand Identity
Carpentries Brand Colours
Carpentries Fonts
Carpentries Commons
Logos
Carpentries Logo Usage Policy
Links to Logo Files
Virtual Backgrounds
Presentations
The Carpentries Communications Strategy
Introduction
Background
Communications Objectives
Meeting our Communications Objectives
The Carpentries Communications Strategy Implementation Plan
Introduction
Project-Centric Communications
Organisation-Wide Communications
Communications Roles and Responsibilities
How-to guides
Adhering to The Carpentries Style Guide
Formatting Hyperlinks
Collaborative Blog Post Writing
Sharing blog post ideas
Selecting Tags for your Carpentries Blog
Accessibility
Africa
Assessment
Australasia
Books
Carpentries Lab
Carpentries Team
CarpentryCon
CarpentryConnect
Champions
Code of Conduct
Communications
Community
Community Discussions
Community Facilitators
Curriculum
Curriculum Development
Data Carpentry
Equity and Inclusion
Events
Executive Council
Feedback
Governance
Grants
Green Stickies
Incubator
Incubator Lesson Spotlight
Infrastructure
Instructor Development
Instructor Trainers
Instructors
Internationalisation
Japan
Jekyll
Latin America
Lesson Infrastructure
Lessons
Library Carpentry
Maintainers
Membership
Mentoring
Merger
Nordic Countries
North America
Online Workshops
Philanthropy
Pilot Workshops
R
Regional Coordinators
Reports
Roadmap
Skillshare
Software Carpentry
Strategic Plan
Task Force
Teaching
Workshops
Sharing Relevant Announcements
Sharing Job Postings and other Community Opportunities
Criteria for Posting
Sharing Postings on Carpentries Clippings
Sharing Job Postings and other Community Opportunities on Slack
Sharing Job Postings and other Community Opportunities on the “opportunities” Mailing List on Topicbox
Signing up to Host or co-Host a Community Discussion or Teaching Demo
Event Cancellations
For Instructors
For Current Carpentries Instructors
Professional Development for Instructors
Instructor Training Bonus Modules
Online Teaching Bonus Module
Mentoring and Development
Community Discussions
Carpentries Champions
Meetups page
Accessing and Updating Your Instructor Profile
Teaching
Signing up to teach
Setting Up a Workshop
Setting Up a Workshop Website
Other Ways to Contribute
Become a Carpentries Instructor
Who Are the Instructors?
What Knowledge is Needed?
Motivation for People to Train as Instructors
Steps to Becoming an Instructor
Fundraising
The Carpentries Sponsorship Program
A Guide for Collaborating with The Carpentries on Grants
Statement to Interested Collaborators
How is The Carpentries Funded?
Current and Past Grants and Subawards
Current and Past Sponsors
Minimum Requirements for Co-Writing a Grant with The Carpentries
Donation Request Resources
Introduction
Donation Request Letter - Individual
Donation Request Letter - Organisation
Short Calls to Action/Mastadon Length Messages
Appeal Images
Fundraising Letter Pull Quote
Fundraising Video Title Card
Governance
The Carpentries Bylaws
The Carpentries Board of Directors
Board of Directors Officers
Board of Directors Standing Committees
Contacting the Board
Board Documentation
Board of Directors Decision Making Rubric
Board Standing Committees Work Plan
Audit Committee Work Plan
Finance Committee Work Plan
Governance and Personnel Committee Work Plan
Program Committee Work Plan
Board Meeting Structure
January
February (Q1 Meeting)
May (Q2 Meeting)
August (Q3 Meeting)
December (Q4 Meeting)
The Carpentries Committee Guidelines
Committee Proposal
Committee Formation
Committee Operations
Committee Termination
Past & Current Committees
Update Log
The Carpentries Task Force Guidelines
Task Force Proposal
Task Force Formation
Task Force Operations
Task Force Termination
Past & Current Task Forces
Update Log
Lesson Programs
Lesson Program Governance Policy
Roles and Responsibilities of Lesson Programs
Roles and Responsibilities of The Carpentries
Lesson Program Incubation Roadmap
Phase 1: Pre-incubation
Phase 2: Incubation
Phase 3: Adoption
Lesson Program Governor Handbook
Description of Community Role
Member Roles and responsibilities
Onboarding
Term Length
Offboarding
Communication and Collaboration Spaces
Etherpad
GitHub
Slack
TopicBox
Step-by-Step Guides
Writing a blog post
Resources
Lesson Program Governor Onboarding Presentation
LPGC Officer Onboarding Presentation
How to Run a Meeting Presentation
Lesson Program Governance Policy
Committee Policy
About This Section
Instructor Development
Instructor Development Committee
Instructor Development Committee Roles
Co-Chairs
Secretary
Communications Chair
Mentoring Chair
Special Projects Chair
Members at Large
Community Sessions
Who Can Host?
Session Host Onboarding
Scheduling Community Sessions
Community Session Host Checklist
Before the Discussion Session
During the Discussion Session
After the Discussion Session
Discussion Session FAQ
What if I do not know the answer to someone’s questions and no one in the room does either?
What if the host/co-host has a poor internet connection and is unable to communicate? What if Zoom fails to work (e.g. your internet connection fails?)
What if a group from a single site has connectivity issues?
What if no one shows up?
What if someone talks too much?
What if there is no co-host/note taker and the session is fully booked?
What if someone joins in late?
What if someone does not have a headset and can’t control their background noise?
What if I forget to complete the host questionnaire?
What if someone breaks the Code of Conduct? What if someone had a report of misconduct?
What if someone asks me to join the session and it is already full?
What if someone talks down to other people?
What if I am having trouble understanding one of the attendees?
Instructor Training
For Trainers
Instructor Trainers
Active Status Renewal Process
Trainer Alumni Status
Trainers Guide
Trainer Meetings
Signing up to Teach an Instructor Training Event
Trainer Checklists
Running a Teaching Demonstration
Becoming a Trainer
Trainers Training Program
Trainers Training Reading Schedule
Email templates
Reminder to Trainers signed up for teaching demos
Teaching demos without hosts
Teaching demo cancelled - trainees
Meeting notes available
Email Templates (Trainers: English)
Pre-Training (1 week before) Email Sent by Trainer or Member Contact to Trainees
Email after Training Event
Reminder Teaching Demo
Trainee Invited to Repeat Teaching Demo
Trainee Passed Teaching Demo
Email Templates (Trainers: Spanish)
Spanish: Trainee Invited to Repeat Teaching Demo
Spanish: Trainee Passed Teaching Demo
Administrative Policies and Procedures
Attendance Policy
No Shows
Partial Absences
Checkout Extensions Policy
Scheduling Training Events
Email Templates (Administrators)
Initial Member Contact Email (Online Training)
Introducing Host and Trainers (in-person training)
Invitation to Open Training Applicants
Decline Open Training Applications
One Month Trainer Email (online training)
One Week Trainer Email (online training)
One Week Trainee Email (online training)
Missing Instructor Training applications
Event Cancellation (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 (option 1)
Follow-up with Trainers on Attendance List (option 2)
Zoom test invitation to Host Site
Response to Instructor Training Inquiry
Response to Instructor Training Application
Checkout Deadline Approaching
Checkout Extension Granted
Checkout Completed
Recruiting New Trainers
Accepting New Trainers
Trainers’ reminder: Teaching Demos
For Member Organizations
Email templates (Members)
Trainee Recruitment Email (From Member Contact)
Selected Trainee Information Email (From Member Contact for pooled training events)
Lesson Development
Curriculum Advisory Committees
Meetings
Meeting Minutes
Roles and Responsibilities
Chair
Secretary
Other members
Term lengths, recruitment, and onboarding
Current Curriculum Advisors
Creating Curriculum Onboarding Materials for Instructors
For Curriculum Developers
For Core Team
Lesson Infrastructure Subcommittee
Lesson Sprint Recommendations
Lesson Pilot Workshops
Purpose
Alpha and Beta Pilots
Information for Lesson Developers
Finding Hosts for Beta Pilots
Collecting Feedback on the Lesson
Information for Hosts
Recruiting Instructors for Beta Pilots
Creating a Pilot Workshop Webpage
Release Process and Schedule
Lesson Release Checklist
The Carpentries Incubator Lesson Spotlight
Lesson Maintenance
Maintainer Guidelines
How to Stay in Touch
How to Handle Issues
Spam and Bots
How to Get Help
Maintainer Onboarding
Maintainer Community Meetings
How to Label Issues
How to Populate a GitHub Repository with these Labels
GitHub Topics for Lesson Repos
Email Templates
Inviting new maintainers
Application not accepted
Lesson assignment
Available time slots
Onboarding reminder
Introduction to co-Maintainers
General introduction on Maintainers list
Maintainer retiring
Inactive maintainer removal
Notification that co-Maintainer has been removed
Contributing to Carpentries Lessons
Policies
The Carpentries Privacy Policy
1. What Types of Personal Information Do We Collect?
Information You Give Us
Workshop Participants
Instructors
Trainers
Curriculum Maintainers and Contributors
Volunteers for subcommittees, liaisons, and Executive Council
Form and Survey Respondents
Organisational Services
2. How Do We Use Personal Information?
3. How Do We Share Personal Information?
To the Public
Carpentries Instructor applicants
Affiliates and Service Providers
Third Party Links and Websites
Disclosures Requested by You
Disclosures Required by Law
Aggregate and De-Identified Information
4. How Do We Respond to ‘Do Not Track’ Signals?
5. Cookies
6. Your Privacy Choices
Can I decide what communications to receive?
Removing personal information
Marketing Opt-Out
6.1 California Privacy Rights
7. Legal Bases for Processing (EEA Individuals)
8. EEA Individuals’ Rights
9. International Transfers of Data
10. Children’s Privacy
11. Change of Control
12. How Do We Protect Personal Information?
13. Policy Changes
14. Contact Information
License
The Carpentries Terms and Conditions
1. Purpose
2. Eligibility
3. Access
4. Acceptable Use Policy
5. Information on our Services
6. User Submissions and Content
7.Good Samaritan Content Policy & Complaint Procedures.
8. Intellectual Property Ownership
9. Copyright Policy
10. Privacy
11. Third-Party Interactions
12. Indemnification
13. Disclaimer of Warranties
14. Limitation of Liability
15. Dispute Resolution
16. Exclusive Venue
17. Termination
18. General
19. Contact Information
License
The Carpentries Cookie Policy
Cookies and You
Matomo
Other cookies
Updating this cookie notice
Controlling your cookies
The Carpentries DMCA Policy
Notification of Alleged Copyright Infringement
Counter Notification
License
Instructor No-Show Policy
The Carpentries Travel Reimbursement Policy
Introduction
Contents
Policy Statement
Pre-Approval and Responsibilities
Pre-Payment Prior to Travel
Receipt Documentation
Splitting Receipts
Lost Receipts
Reimbursement Process
Submitting Reimbursements
Timely Submission
Receiving Reimbursements
Travel Expense Guidelines
Transportation
Lodging (Accomodations)
Meals
Vacation in Conjunction with Business Travel**
Event Registration Fees**
Other Expenses**
Carpentries Professional Development Policy
Regional Communities
Regional Coordinators
The Carpentries in Africa
About us
Looking back at 2023
What We Do
Resources
Join Us
Historical support
Blog posts and other Carpentries activities in Africa
Carpentries-es
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
Regional Mailing Lists
Current local/regional mailing lists
Africa
Asia
Australia/New Zealand
Canada
Europe
Latin America
United States
Teaching and Hosting
Centrally-Organised Workshop
Self-Organised Workshop
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 Non-standard Carpentries Workshops
Workshop Needs
Venue
Equipment and Materials
Accessibility
Handling Emergencies
Learner Certificates
Resources for Online Workshops
Resources for Online Workshops
Resources by The Carpentries
Resources by Community
Discussions in Carpentries Socials
Publishing Workshops
Workshop Administration
Role and Expectations
Workshop Administration Workflow
For Centrally-Organised Workshops
For Self-Organised Workshops
AMY: The Carpentries’ internal database
Email templates
From Regional Coordinator
From Instructors and Hosts
For Self-Organised Workshops: Recruiting Co-instructor
Recruiting Helpers
Advertising your workshop
Email Learners before Workshop
Email Helpers 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
Governance
The Carpentries Bylaws
Edit on GitHub
The Carpentries Bylaws
The Carpentries bylaws are available on
The Carpentries website
.