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add new badges for curriculum specific onboardings #1338

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ErinBecker opened this Issue Sep 5, 2018 · 9 comments

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@ErinBecker
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ErinBecker commented Sep 5, 2018

We are about to start running onboarding sessions to train already certified Carpentry Instructors for teaching newly developed curricula. The first curriculum to test this process will be Geospatial. Onboarding for Geospatial lessons starts September 17th.

Ideally, after an Instructor completes the onboarding, I would like to give them a badge showing that they are qualified to teach the Geospatial lessons (new badge = "Geospatial Instructor"). I recognize that this probably won't be implemented before the first onboarding on the 17th, so as a backup plan, I can create a new event in AMY to store information about who attends the onboarding sessions. I can then award badges based on attendance once the badge exists.

We will also be running Genomics onboarding and Social Sciences onboarding within the next quarter, so it would be good to start now by creating the following badges:

  • "Geospatial Instructor"
  • "Social Sciences Instructor"
  • "Genomics Instructor"

These badges will be used by @sheraaron and @maneesha when assigning Instructors to teach new curricula.

Please let me know if you need any more information before this can be implemented. Thanks!

@ErinBecker

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ErinBecker commented Sep 5, 2018

When assigning Instructors to workshops, priority will be given to people who have been badged for that curriculum. People need to go through the onboarding (but they can sign up for the workshop before they’ve done that and go through onboarding in the meantime). For pilots and self-organized workshops, anyone can teach the curriculum, no lesson-specific badging needed. @maneesha @sheraaron

@maneesha

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maneesha commented Sep 5, 2018

I'd like to give this more thought to think about what else we need to do to implement it. For example none of these badges should be allowed unless the person already has a SWC or DC instructor badge.

@ErinBecker

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ErinBecker commented Sep 5, 2018

@maneesha - I'm actually envisioning a system where people who are not yet certified Instructors can attain the curriculum-specific badges. This wouldn't make them eligible to teach for Carpentry workshops, but for people who have attended Instructor Training (but not finished checkout) or who have applied for training (but not yet attended), I think it makes sense to allow them to start the process. It's an independent step and shouldn't be dependent on finishing their certification.

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maneesha commented Sep 5, 2018

Thanks @ErinBecker To be clear then, people who have not gone through instructor training (and therefore may not know about our pedagogical practices, our operations, etc.) may be eligible for the curriculum-specific badge and can then teach these workshops (but no other workshops)?

If they have applied for instructor training but have not attended, we don't know anything about them, especially if the application has not been reviewed.

@ErinBecker

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ErinBecker commented Sep 5, 2018

@maneesha - They would not be qualified to start teaching until they also completed the instructor training. If someone chose to complete onboarding before doing their Instructor Training, this badge would be a placeholder only. Once they completed their Instructor Training and certification, they would then be qualified to teach SWC and DC workshops and would have priority for the specific lesson they're badged on.

@sheraaron

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sheraaron commented Sep 6, 2018

@ErinBecker and @maneesha what would the workflow look like for the badging. I'd like to be clear how I would know when I am triggered to apply this badge. ie, the learners go through onboarding and then a message is sent to Checkout@carpentries for me to go and badge them? Who is conducting on the onboarding, will it always be @ErinBecker ? Can we be sure to add to the workflow and let me know the process letting me know when I am to apply the badge?

@maneesha

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maneesha commented Sep 6, 2018

Yes, @ErinBecker , as @sheraaron noted above a clear workflow would be useful.
I was confused about Erin's statement above:

[...] for people who have attended Instructor Training (but not finished checkout) or who have applied for training (but not yet attended),

and then

They would not be qualified to start teaching until they also completed the instructor training. [...]
Once they completed their Instructor Training and certification, they would then be qualified to teach SWC and DC workshops and would have priority for the specific lesson they're badged on.

When someone applies, we don't know when their application will be reviewed, and then if they are invited to join a training, when their schedule permits to join one. So they could end up with this placeholder badge for quite some time. Or it could be that they apply, they are not accepted/invited to an event, and so they get this curriculum badge even though they will not be invited to join a training event in the near future.

So they still need the SWC or DC instructor badge to teach; this proposal is a way to identify people who have the curriculum specific experience, correct?

And the curriculum specific badge is giving people priority to teach these workshops, correct? Or is it a requirement to teach these workshops?

@pbanaszkiewicz

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pbanaszkiewicz commented Sep 6, 2018

Hello all,

Yes, @ErinBecker , as @sheraaron noted above a clear workflow would be useful.

I second that, for example it was very helpful for me to follow the draft for #1055.

My other input is that badges are essentially awards, and are used to determine person's status. What you're talking about is... I don't know, it feels more like an achievement or supplementary training. It belongs more to the curriculum of the lessons. Personally I'd keep it separate from badges.

@ErinBecker

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ErinBecker commented Sep 6, 2018

Thanks for the discussion everyone! We've now discussed this issue at both the Instructor Training Team and the Curriculum Team meetings. The consensus is that we do want to have these as badges, as these will be "awards used to determine a person's status". For the short term, that status is "priority placement for centrally-organized workshops teaching this curriculum". In the long term, we are planning to move towards curriculum-specific badges being required (not just giving priority) for teaching a specific workshop.

The workflow will be:

  1. A person who is interested in teaching a specific curriculum either:
    a) attends an onboarding session (these will be hosted by me to start and later hosted by others I've trained to run them) OR
    b) watches a recording of an onboarding session
    (both of these options will be available)
  1. a) The host of the onboarding session sends an email to checkout@carpentries.org with a list of all those who have attended the session OR
    b) The person who watched the recorded onboarding sends an email to checkout@carpentries.org notifying us that they watched it (there may be some other information they need to include in the email in order to confirm that they've watched the video - I'm thinking of how to do this)

  2. The person in charge of checkout@ (currently @sheraaron) awards each of these people the appropriate badge in AMY.

  3. When listing workshops that are looking for Instructors, @sheraaron and the other workshop admins add a column/field to the signup sheet asking if the person signing up has completed onboarding (and provides a link to the onboarding video).

  4. When selecting Instructors for workshops, @sheraaron and the other workshop admins prioritize Instructors who answered "Yes" in the signup sheet to the question about whether they have done onboarding (the admins will also confirm this information by looking in AMY).*

  • I don't know how many people usually sign up to teach a workshop. If there are only a handful, it might not be too difficult for the admins to look at each person in AMY and see whether they have the onboarding badge, but if there are a lot of people I can see this getting onerous. With the system described above, they could do initial workshop assignments just by looking at the signup sheet and then confirm in AMY before sending out emails to the selected Instructors.

We also discussed at the team meetings what the title of the badge should be (some don't like "Instructor" being in the name as it implies that the person has also certified as an Instructor). There are a few different suggestions. I'll finalize this discussion with the staff and will update this issue once a consensus is reached.

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