UCSB Software Carpentry Workshop repo based on Carpentry's workshop-template

• 3/13/2019 this ReadMe edited to refect how to customize a UCSB workshop
• if you cloned this existing Python workshop from a previous UCSB repo

This repository is based on The Carpentries' (Software Carpentry, Data Carpentry, and Library Carpentry's) template for creating websites for workshops. Cloned from there March, 2019

It might be good form to strikethrough the parts of these customizations that you have completed.

If you run into problems, or have ideas about how to make this process simpler, please get in touch. The pages on customizing your website, the FAQ, and the design notes have more detail on what we do and why. And please note: if you are teaching Git, please create a separate repository for your learners to practice in.

Creating a Repository

7. At this point, you should have a page like this:

   

   You can now click "Begin Import". When the process is done, you will receive a message like "Importing complete! Your new repository jules32/2015-07-01-miskatonic is ready." and you can go to the new repository by clicking on the name.

Note: some people have had intermittent errors during the import process, possibly because of the network timing out. If you experience a problem, please re-try; if the problem persists, please get in touch.

Customizing Your Website

1. Go into your newly-created repository, which will be at https://github.com/UCSBCarpentry/YYYY-MM-DD-site. For example, if your username is gvwilson, the repository's URL will be https://github.com/gvwilson/2016-12-01-miskatonic.

2. Ensure you are on the gh-pages branch by clicking on the branch under the drop down in the menu bar (see the note below):

   

3. Edit the header of index.md to customize the list of instructors, workshop venue, etc. You can do this in the browser by clicking on it in the file view on GitHub and then selecting the pencil icon in the menu bar:

   

   Editing hints are embedded in index.md, and full instructions are in the customization instructions.

4. Edit _config.yml to customize certain site-wide variables, such as: carpentry (to tell us which carpentry workshop this is), title (overall title for all pages), workshop_repo (the URL of the workshop repository on GitHub) and workshop_site (the repository's GitHub Pages URL).

   Editing hints are embedded in _config.yml, and full instructions are in the customization instructions.

5. Edit the schedule.html file to edit the schedule for your upcoming workshop. This file is located in the _includes directory, make sure to choose the one from the appropriate dc (Data Carpentry workshop), lc (Library Carpentry), or sc (Software Carpentry) subdirectory.

At about this point, please also let Carpentries know the workshop URL. If this is a self-organised workshop (which it most likely is), you should also fill in the self-organized workshop form (if you have not already done so), so we can keep track of all workshops. We build the list of workshops on our websites from the data included in your index.md page. We can only do that if you customize that page correctly and let us know the workshop URL.

6. Alternatively, you can be jaunty and do this from Git at the command line, you can clone the repository to your desktop, edit index.md, _config.yml, and schedule.html there, and push your changes back to the repository.

   git clone -b gh-pages https://github.com/your_username/YYYY-MM-DD-site
   

   You should specify -b gh-pages to checkout the gh-pages branch because the imported repository doesn't have a master branch.

   In order to view your changes once you are done editing, you must push to your GitHub repository:

   git push origin gh-pages
   

7. When you are done editing, go to the GitHub Pages URL for your workshop and preview your changes. In the example above, this is https://gvwilson.github.io/2016-12-01-miskatonic. The finished page should look something like this.

8. Optional: you can now change the README.md file in your website's repository, which contains these instructions, so that it contains a short description of your workshop and a link to the workshop website.

9. Optional: Add a link to your workshop website on the repository main page in the description/website section (look for the Edit button on the right to add).

10. Unless we're missing something, moving episodes into the Workshop is a pretty manual process. Also, you either need to segregate each episode into subdirectories, or else pre-pend a number to the filenames to make the forward arrows work.

Prepend like this: for f in *.md; do mv "$f" "1$f"; done; 1, 2, and 3 work better than starting with 0.

Note: please do all of your work in your repository's gh-pages branch, since GitHub automatically publishes that as a website.

Note: this template includes some files and directories that most workshops do not need, but which provide a standard place to put extra content if desired. See the design notes for more information about these.

Further instructions are available in the customization instructions. This FAQ includes a few extra tips (additions are always welcome) and these notes on the background and design of this template may help as well.

Checking Your Changes

If you want to preview your changes on your own machine before publishing them on GitHub, you can do so as described below.

1. Install the software described below. This may require some work, so feel free to preview by pushing to the website.

2. Run the command

   make serve
   

   and go to http://0.0.0.0:4000 to preview your site. You can also run this command by typing make serve (assuming you have Make installed).

3. Run the command

   make workshop-check
   

   to check for a few common errors in your workshop's home page. (You must have Python 3 installed to do this.)

(Optional) Linking to Your Page

At the top of your repository on GitHub you'll see

No description, website, or topics provided. — Edit

Click 'Edit' and add:

1. A very brief description of your workshop in the "Description" box (e.g., "Miskatonic University workshop, Dec. 2016")

2. The URL for your workshop in the "Website" box (e.g., https://gvwilson.github.io/2016-12-01-miskatonic)

This will help people find your website if they come to your repository's home page.

Creating Extra Pages

In rare cases, you may want to add extra pages to your workshop website. You can do this by putting either Markdown or HTML pages in the website's root directory and styling them according to the instructions give in the lesson template. If you do this, you must also edit _config.yml to set these three values:

1. carpentry is either "dc" (for Data Carpentry), "swc" (for Software Carpentry), or "lc" (for Library Carpentry). This determines which logos are loaded.

2. title is the title of your workshop (typically the venue and date).

3. email is the contact email address for your workshop, e.g., gvwilson@miskatonic.edu.

Note: carpentry and email duplicate information that's in index.md, but there is no way to avoid this without requiring people to edit both files in the usual case where no extra pages are created.

Installing Software

If you want to set up Jekyll so that you can preview changes on your own machine before pushing them to GitHub, you must install the software described below. (Note: Julian Thilo has written instructions for installing Jekyll on Windows.)

1. Ruby. This is included with Linux and macOS; the simplest option on Windows is to use RubyInstaller. You can test your installation by running ruby --version. For more information, see the Ruby installation guidelines.

2. RubyGems (the package manager for Ruby). You can test your installation by running gem --version.

3. Jekyll. You can install this by running gem install jekyll.

Setting Up a Separate Repository for Learners

If you are teaching Git, you should create a separate repository for learners to use in that lesson. You should not have them use the workshop website repository because:

• your workshop website repository contains many files that most learners don't need to see during the lesson, and

• you probably don't want to accidentally merge a damaging pull request from a novice Git user into your workshop's website while you are using it to teach.

You can call this repository whatever you like, and add whatever content you need to it.

Getting and Giving Help

We are committed to offering a pleasant setup experience for our learners and organizers. If you find bugs in our instructions, or would like to suggest improvements, please file an issue or mail us.