CMS DAS Pre-Exercises: Customizing Your Workshop's Website

Table of Content

• Table of Content
• Configuration File _config.yml
• Home Page (index.md): data in the YAML header
  • For online workshops
• Home Page: Schedule and Syllabus
• Home Page: Setup Instructions
  • Software Carpentry workshops
    • Default settings
    • If you need to remove tools
    • If you need to add tools
  • Data Carpentry workshops
  • Library Carpentry workshops
• Homepage: who can attend?
• Updating the repository

Configuration File _config.yml

You should edit the _config.yml configuration file in the root directory of your workshop to configure some site-wide variables and make the site function correctly:

• carpentry - to tell us which carpentry workshop this is. Possible values are:
  • "swc" for Software Carpentry workshops,
  • "dc" for Data Carpentry workshops,
  • "lc" for Library Carpentry workshops, and
  • "cp" for general Carpentries events such as instructor trainings (for which you should use https://github.com/carpentries/training-template as the website template).
• curriculum - to tell us which curriculum is being taught. At the moment, applicable to Software and Data Carpentry workshops only. Possible values are:
  • "dc-ecology", "dc-genomics", "dc-socsci", or "dc-geospatial" for Data Carpentry workshops
  • "swc-inflammation" or "swc-gapminder" for Software Carpentry workshops.
• flavor - "r" or "python" depending on which lessons are being taught at the workshop (currently only for Data Carpentry and Software Carpentry workshops).
• title - overall title for the workshop. If set (i.e., different from “Workshop Title” or empty), it will appear in the “jumbotron” (the gray box at the top of the page). This variable is also used for the title of the extra pages. More information about extra pages are available in the README.

For example, if the URL for the repository is https://github.com/gvwilson/2015-07-01-miskatonic, the URL for the website will be http://gvwilson.github.io/2015-07-01-miskatonic.

You should not need to modify any of the other variable values in _config.yml.

Home Page (index.md): data in the YAML header

Your workshop’s home page lives in index.md, which must define the values below in its header. If your workshop is taught online, see the following section for customization options.

• layout must be workshop.

• venue is the short name of the institution or group hosting the workshop, like “Euphoric State University”. It should not include the address or other details, since this value is displayed in a table on websites (e.g., https://carpentries.org/upcoming_workshops/). See section below for value to use for online workshops.

• address is the workshop’s address (including details like the room number). The address should be all on one line. See section below for value to use for online workshops.

• country must be a two-letter ISO-3166 code for the country in which the workshop is going to take place, such as “fr” (for France) or “nz” (for New Zealand) - see Wikipedia for a complete list. See section below for value to use for online workshops.

• language is the language that will be used in the workshop. It must be an ISO 639-1 code. Note that two-letter codes mean different things for countries and languages: “ar” is Arabic when used for a language, but Argentina when used for a country.

• latitude and longitude are the latitude and longitude of the workshop site (so we can put a pin on our map). You can use this site to find these values. See section below for value to use for online workshops.

• humandate is the human-friendly start and end date for the workshop. Please use three-letter month names and abbreviations (e.g., Jul instead of July), since these values are displayed in a table on our websites. (Strictly speaking this information is redundant, since we require a machine-readable startdate and enddate, but reliably translating those into human-readable dates is an interesting challenge…)

• humantime is the human-friendly start and end time for each day of the workshop, e.g., “09:00 am - 4:00 pm” or “09:00-16:00”. (We recognize that we ought to allow different start or end times on different days, but going down that path leads eventually to embedding iCal date/time specifications in our headers, which in turn leads to madness…)

• startdate is the workshop’s starting date in YYYY-MM-DD format, such as 2015-07-01. You must use four digits for the year and two each for the month and day.

• enddate is the workshop’s ending date in the same format. If your workshop is only one day long, the enddate field should be deleted. If your workshop has a more complicated schedule (e.g., a half day a week for four weeks), please delete the enddate field and only tell us its start date.

• instructor is a comma-separated list of instructor names. The list must be enclosed in square brackets, and each name must be in double quotes, as in ["Alan Turing","Grace Hopper"]. Do not include other information (such as the word “instructor”) in these values.

• helper is a comma-separated list of helper names formatted in the same way as the instructor names. If there are no helpers, use an empty list [].

• contact is the contact email address to use for your workshop. If you do not provide a contact email address, your website will display the address for the workshop coordinators (who probably won’t be able to answer questions about the specific details of your workshop).

The header may optionally define the following:

• collaborative_notes is the URL for the Etherpad for your workshop. If you are not using an Etherpad, you can delete this line. You can create a carpentries etherpad here.

• eventbrite is the multi-digit Eventbrite registration key. If you are using Eventbrite, the Carpentries Regional Coordinators will give this to you. If you are using something else, you may delete this line. Note: this value must be given as a string in double quotes, rather than as a number.

For online workshops

If the workshop is online, follow the same instructions as above with the following modifications:

• venue: Use the name of the institution that organizes the workshop and do not include a mention that it is an online workshop.
• address: If you can safely share the URL for the videoconferencing, you may list it here (it must start with http or https); if you cannot or prefer to not share the videoconferencing information, use the value online.
• country: Please use the country associated with the host institution for the workshop.
• latitude and longitude: if it makes sense, use the coordinates for the host institution. If it does not, use 0 for both the latitude and the longitude.

By default, the Setup Instructions will list the installation instructions for the videoconferencing service Zoom. If you use a different videoconferencing service, you can edit the file in _includes/install_instructions/videoconferencing.html to include the relevant installation instructions.

Home Page: Schedule and Syllabus

To edit the sections titled Schedule and Syllabus that appear on the website so that they show what you are actually planning to teach and when, you need to modify the files that are located in the appropriate workshop folder (dc, lc or swc) inside the _includes folder.

Home Page: Setup Instructions

If you need assistance with customizing the setup instructions for your website, feel free to ask your questions in the Carpentries Instructors Slack channel (join The Carpentries Slack workspace).

Software Carpentry workshops

Default settings

For Software Carpentry workshops, setting the flavor variable in _config.yml to r or python will include the respective installation instructions for these tools. Additionally, by default, the installation instructions for a text editor, the Bash shell, and Git are included.

If you need to remove tools

If you need to remove any of the instructions for the default set of tools, you can delete lines that include these instructions in the _includes/swc/setup.html file.

If you need to add tools

If you need to add installation instructions for other tools, we provide installation instructions for SQL and OpenRefine. To make them appear on your workshop website, you can move the {% include %} statements outside the comment block in _includes/swc/setup.html.

If you need to add installation instructions for other tools, you will need to write your own. You can use installation instructions for other tools located in the _includes/install_instructions/ folder as examples.

Data Carpentry workshops

For Data Carpentry workshops, installation instructions live on the workshop overview page for each curriculum. Instead of including installation instructions in the workshop template, the workshop template includes links to these instructions. The correct link will be displyed when using the appropriate combination of values for the curriculum and flavor variables in the _config.yml file.

Library Carpentry workshops

By default, Library Carpentry workshop websites include installation instructions for the Bash shell and Git.

You may need to add installation instructions for additional tools you will be using during your workshop by editing the _includes/lc/setup.html file. You can either write your own instructions using the ones provided in _includes/lc/setup.html as an example, or, if you are using tools that already have installation instructions provided for Software Carpentry, you can add {% include install_instructions/<filename.html> %} where <filename.html> needs to be replaced by one of the files in the _includes/install_instructions folder.

Homepage: who can attend?

If you want to specify who can attend the workshop you are advertising, there is a commented-out section in index.md that you can use to inform workshop website visitors of who can attend the event. You may want to specify that only members of your university, department, etc. can attend or that the event is open to the public. We don’t provide templated text for this as each situation is different. We do provide a section, called “Who can attend?” for you to specify this information.

To use it, move the {% endcomment %} line above the <p> tag marking the beginning of this section and edit the paragraph to reflect the attendance policy for your workshop.

Updating the repository

If for some reason, such as the installation instructions having become disconnected with the current lesson material, you need to get changes from this repository into the clone of it with your workshop page, please follow the steps bellow:

1. Add the workshop-template repository as upstream:

    $ git remote add upstream https://github.com/carpentries/workshop-template.git
   

2. Fetch the data from upstream repository (also know as the workshop-template repository):

    $ git pull upstream
   

3. Address possible merge conflicts, and

    $ git commit -a
   

4. Push the changes to your repository on GitHub:

    $ git push origin gh-pages