overhaul week 1

episodes/01-week1_discussion_questions.md

@@ -6,164 +6,173 @@ exercises: 55
 
 ::::::::::::::::::::::::::::::::::::::: objectives
 
-- Understand what is involved in being a Trainer.
-- Prepare to complete the steps for Trainer checkout.
-- Predict what they will learn from reading *How Learning Works*.
-- Recognize that teaching principles may apply differently to different training contexts within The Carpentries.
+- Describe the role of Instructor Trainers in The Carpentries community.
+- List the steps involved in becoming a certified Instructor Trainer.
+- Identify the eight principles of learning we will focus on in this course.
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::
 
 :::::::::::::::::::::::::::::::::::::::: questions
 
-- What is involved in serving as a Carpentries Trainer?
-- What should you expect from this training?
+- See discussion questions.
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::
 
-## Reading
+::::::::::::::::::::::::::::::::::::::: prereq
 
-[*How Learning Works*](https://www.worldcat.org/title/how-learning-works-seven-research-based-principles-for-smart-teaching/oclc/468969206):
+## Required Reading
 
-- Foreword
-- About the Authors
-- Introduction
+Read the following before our meeting: 
 
-Carpentries readings:
+From [*How Learning Works*](https://www.worldcat.org/title/how-learning-works-seven-research-based-principles-for-smart-teaching/oclc/468969206):
 
-- [Trainers](https://docs.carpentries.org/topic_folders/instructor_training/duties_agreement.html)
-- [Code of Conduct](https://docs.carpentries.org/topic_folders/policies/code-of-conduct.html)
+- Foreword (pp. xiii - xv)
+- About the Authors (pp. xix - xxi)
+- Preface to the Second Edition (pp. xxiii - xxvii)
+- Introduction: Bridging Learning Research and Teaching Practice (pp. 1-8)
 
-Preview to get a sense for what is contained in these lengthier references:
+From The Carpentries' documentation:
+
+- ["Instructor Trainers"](https://docs.carpentries.org/topic_folders/instructor_training/duties_agreement.html) section of The Carpentries Handbook
+- The Carpentries [Code of Conduct](https://docs.carpentries.org/topic_folders/policies/code-of-conduct.html)
+
+:::::::::::::::::::::::::::::::::::::::::::::::::
 
-- [Instructor Training Curriculum](https://carpentries.github.io/instructor-training/)
-- [GitHub repository](https://github.com/carpentries/instructor-training) for the Instructor Training Curriculum (check out the "issues" tab in particular)
-- [GitHub repository for the Trainer community](https://github.com/carpentries/trainers)
-- [Trainers Guide](https://docs.carpentries.org/topic_folders/instructor_training/trainers_guide.html)
 
 ## Discussion Questions
 
-Discussion questions in this curriculum for each week serve the following purposes:
+Each week you will be provided with a set of questions to help structure your reading and thinking about the assigned readings. Please write down some thoughts on these discussion questions before the weekly meeting. You will not be asked to share your written responses with Erin and Sher! unless you are unable to participate in that week's meeting. 
 
-- To help structure your reading and thinking about topics prior to each meeting
-- To help structure our conversations about topics during each meeting
+This week's questions are: 
 
-Please write or think through short answers to the discussion questions before each week's meeting.
+1. What questions do you have about being an Instructor Trainer?
 
-### Carpentries Readings \& Previews
+1. *How Learning Works* is presented as a solution to the "too soft/too hard" problem. What experience have you had with sources that are too soft or too hard? In education, programming, or other areas?
 
-1\. What questions do you have about being a Trainer?
+1.  This book is organized around eight principles for teaching. Share an example of how you've seen one of these principles influence learners' experience in a Carpentries workshop or other learning environment.
 
-### *How Learning Works*:
+1.  In our discussions, we will often move between levels in the diagram below. We will apply the eight principles to *teaching about how to teach* (in
+instructor training) as well as *teaching technical skills* (in a Carpentries workshop). We'll even talk about *learning how to teach teaching* in your
+role as a Trainer! Do the eight principles apply equally well to all of these contexts? Are there any important differences to keep in mind?
 
-#### Foreword
+![](fig/instructor-training-program.png){alt='A tree diagram of Carpentries instruction and audience in which Instructor Trainers teach Instructors and Instructors teach Learners'}
 
-2\. What do you think about the distinction between "Science of learning" and "Science of instruction"? How do you expect these 'sciences' to intersect? Where might they be different?
+## Code of Conduct
 
-3\. *How Learning Works* is presented as a solution to the "too soft/too hard" problem. What experience have you had with sources that are too soft or too hard? In education, programming, or other areas?
+To make clear what is expected, everyone participating in The Carpentries activities is required
+to abide by our [Code of Conduct][coc]. Any form of behaviour to exclude, intimidate,
+or cause discomfort is a violation of the Code of Conduct. In order to foster a positive and professional
+learning environment we encourage you to:
 
-#### About the Authors
+- Use welcoming and inclusive language
+- Be respectful of different viewpoints and experiences
+- Gracefully accept constructive criticism
+- Focus on what is best for the community
+- Show courtesy and respect towards other community members
 
-4\. How might the backgrounds and research interests of the authors shape their writing?
+If you believe someone is violating the Code of Conduct, we ask that you report it to The Carpentries
+Code of Conduct Committee by completing [this form][form-coc].
 
-#### Introduction
+## Introductions
 
-5\.  This book is organized around seven principles for teaching. Share an example of how you've seen one of these principles influence learners' experience.
+Hello everyone, and welcome to The Carpentries
+Instructor Trainer Training.  We are very pleased to have you with us.
 
-6\.  In our discussions, we will often move between levels in the diagram below. We will apply the 7 principles to *teaching about how to teach* (in
-instructor training) as well as *teaching technical skills* (in a Carpentries workshop). We'll even talk about *learning how to teach teaching* in your
-role as a Trainer! Do the 7 principles apply equally well to all of these contexts? Are there any important differences to keep in mind?
+::::::::::::::::::::::::::::::::::::::  discussion
+
+## This Event's Hosts
+
+To begin class, each Host should give a brief introduction of themselves.
+
+::::::::::::::::::::::::::::::::::::::::::::::::::
+
+::::::::::::::::::::::::::::::::::::::  challenge
+
+## Icebreaker
+
+Placeholder
+
+::::::::::::::::::::::::::::::::::::::::::::::::::
 
-![](fig/Labeled_InstructorTrainers.svg){alt='Layers of Carpentries Instruction'}
 
 ## Overview of Trainer Training
 
-This program is an on-boarding course designed to support Carpentries community-members in preparing to teach Instructor
+This course is designed to support Carpentries community-members in preparing to teach Instructor
 Training courses. It is not a substitute for Instructor Training; in contrast, this training includes fewer contact hours
-and more independent work time stretched over a 10 week period.
+and more independent work time stretched over a 10 week period. If you have not already certified as a Carpentries Instructor, you will need to complete Instructor Training alongside taking Instructor Trainer Training. Please contact Erin or Sher! if this applies for you. 
 
 Each participant brings a different skill set to this training. Most trainees have background in educational settings and/or
 experience teaching Carpentries-style workshops. Trainees who are new to both should plan to invest extra effort in the
 readings. All trainees, and particularly those new to the community, are expected to seek continuing connection and mentorship through engagement with the
 Trainer community after completing this training.
 
-::::::::::::::::::::::::::::::::::::::  discussion
+Each week's discussion will focus on our assigned readings. Starting next week, trainees (that means you!) will play
+an active role in leading the discussion, with individuals serving in the following roles: 
 
-## Trainer Checkout
+- **Lead:** Faciliates conversation about the discussion questions. The lead selects from the listed discussion questions, choosing which to use first, and which to cut if they wish to spend more time on a particular topic. The Lead role is **not** about being an authority, but rather is an opportunity to practice guiding discussion -- a skill you will use when you teach Instructor Training. Your host will be available to help as needed.
+- **Notetaker:** Takes notes on conversation in the Etherpad. We do not need perfect notes! In fact, lengthy notes can be hard to read. The goal is to create a basic record we can use, e.g. to refresh a prior conversation, review a missed meeting, or see what the other group talked about. It is ok to ask a speaker to make corrections if you feel something important was missed.
 
-In addition to attending weekly meetings, there are additional requirements for Trainer certification. These are:
 
-- Observe a teaching demonstration session
-- Observe (with option to participate) 4 hours of an Instructor Training course
-- Trainees who are not certified Carpentries Instructors should complete Instructor certification concurrently. This
-  includes attending a full Instructor Training course as a learner if not yet attended. Attending a course or demo within
-  the training time frame can fulfill the above requirements for observation if requested.
-
+::::::::::::::::::::::::::::::::::::::  challenge
 
-::::::::::::::::::::::::::::::::::::::::::::::::::
+## Sign Up!
+
+Add your name to the [Training schedule](https://docs.google.com/spreadsheets/d/1M9udjMm5hUrlMoGekcj3fiGhR_dz7HaZtbeGFFzPfq4/edit?gid=0#gid=0), once each for the Lead and Notetaker roles.
 
-Each week, we will discuss assigned readings. Discussion questions are provided to offer a framework for reading and conversation;
-these should be completed or at least thought through before each meeting. If you need to miss a meeting, questions may be submitted
-by email or by adding responses to the Etherpad to enrich your group's conversation. When we meet
-we will always begin with a discussion of the first question about trainee perspectives and interests, facilitated by your host. Discussion may
-at times digress from the discussion questions, and we will usually will not have time to talk about all questions during our 1 hour meeting slots.
+::::::::::::::::::::::::::::::::::::::
 
-At sessions 2-9, one participant will play each of the following roles:
 
-- **Lead:** assumes the Zoom "host" role and faciliates conversation after discussion of the first question has concluded.
-  Importantly, the lead selects from remaining Discussion questions in the curriculum, choosing which to use first, and which to cut if they wish to spend
-  more time on a particular topic. Leads should consider experimenting with structure, e.g. using breakout rooms or other facilitation strategies as
-  desired. This is a great place to get feedback on a method you'd like to try!
-  The Lead role is **not** about being an authority,
-  but rather is an opportunity to practice guiding discussion -- a skill you will use when you teach Instructor Training. Your host will
-  be available to help out as needed. If you use breakouts, you can decide if you wish to join a group or discuss faciliatation strategies with your host during the breakout time.
-- **Notes:** takes notes on conversation in the collaborative document (Etherpad or Google Doc) for the session. We do not need perfect notes! In fact, lengthy notes can be hard to read. The goal is to create a basic record we can use, e.g. to refresh a prior conversation, review a missed meeting, or see what the other group talked about. It is ok to ask a speaker to make corrections if you feel something important was missed.
-- **Questioner:** The Questioner strives to identify questions, concerns, or points of confusion that trainees might have.
-  The person assigned to this role has a responsibility to set aside time to think about possible questions, but this is a role that everyone should strive to help out with. The person in the Questioner role is also asked to serve as a backup note-taker, which means paying attention to times when the notetaker is speaking or has to step away.
+::::::::::::::::::::::::::::::::::::::  discussion
 
-Your host will provide you with a proposed schedule for these roles for the full term. If it is impossible or impractical for you to play a role on any week
-assigned to you, please let your host know immediately.
+## Trainer Checkout
+
+In addition to attending weekly meetings, there are additional requirements for Trainer certification. These are:
+
+- Observe a teaching demonstration session (1 hour)
+- Observe part of an Instructor Training course (4 hours)
+- (if you are not already a certified Instructor) complete Instructor Training and checkout
+
+::::::::::::::::::::::::::::::::::::::::::::::::::
 
 ### Instructor Training Events (in brief)
 
-Most of our Instructor Training events are taught online, via Zoom. When circumstances permit, some Member organisations also host events in-
-person. All events must have a least 2 Trainers in attendance. New trainees should plan to be
+Most of our Instructor Training events are taught online, via Zoom. All events must have a least 2 Trainers in attendance. New trainees should plan to be
 available for teaching assignments as soon as certification is complete. New Trainers will be matched with experienced
-Trainers whenever possible. New trainees are also welcome to request a role as a third trainer to reduce the teaching load
-and enhance observation opportunities during their first training.
+Trainers whenever possible.
 
 ### The Trainer Community
 
 [Trainers](https://carpentries.org/trainers/) meet monthly for calls at 2 different time slots to accommodate global time
-zones. Attending these calls his highly recommended (trainees are welcome!), and all Trainers are asked to review meeting
+zones. Attending these calls is highly recommended (trainees are welcome!), and all Trainers are asked to review meeting
 notes when they are unable to attend, as
 important information and updates are shared there. Regular meeting times are on the first Thursday of the month; however,
 we keep a 'placeholder' slot on the calendar for the 3rd week of the month. The placeholder can be used for special events
 or non-routine discussions, and is also a substitute time when the first week falls during a holiday. All meetings can be
 found on the [Community Calendar](https://carpentries.org/community/#community-events) and joined via links on the [meeting Etherpad](https://pad.carpentries.org/trainers).
 
-Trainers also communicate asynchronously via Topicbox listserv, Slack, and GitHub. New trainees will be
+Trainers also communicate asynchronously via Topicbox, Slack, and GitHub. New trainees will be
 invited to join the Topicbox list early in their training, and will also be added to the #trainers Slack channel
 if they have registered with The [Carpentries Slack community](https://slack-invite.carpentries.org/).
 Communications on the [Instructor Training GitHub repository](https://github.com/carpentries/instructor-training) can be received by "watching" the repository.
-We also suggest joining our general list, The [Carpentries Discuss listserv](https://carpentries.topicbox.com/groups/discuss) on Topicbox for
+We also suggest joining our general list, ["Discuss"](https://carpentries.topicbox.com/groups/discuss) on Topicbox for
 anyone who has not done so already.
 
 ::::::::::::::::::::::::::::::::::::::  discussion
 
 ## Communications Checklist
 
-Take a moment to sign up for commmunications channels:
+Take a moment to sign up for the following commmunication channels:
 
 **Communications channels to participate in**
 
-- Carpentries Slack (optional but useful, especially in a pinch): [https://slack-invite.carpentries.org/](https://slack-invite.carpentries.org/) Poke your host if you don't receive an invitation to the private #trainers channel within the next 1-2 weeks after signing up.
-- "Follow" the Instructor Training GitHub repository:  [https://github.com/carpentries/instructor-training](https://github.com/carpentries/instructor-training)
-- Carpentries Discuss listserv: [https://carpentries.topicbox.com/groups/discuss](https://carpentries.topicbox.com/groups/discuss) This list is for general conversations in the Carpentries community. You will be invited separately to join the private Trainers list on TopicBox.
+- [The Carpentries Slack](https://slack-invite.carpentries.org/) 
+- "Follow" the [Instructor Training GitHub repository](https://github.com/carpentries/instructor-training)
+- [The Carpentries TopicBox](https://carpentries.topicbox.com/groups/discuss)
 
 **General sources of information about The Carpentries**
 
-- The Carpentries Newsletter: [https://carpentries.org/newsletter/](https://carpentries.org/newsletter/)
-- Twitter: [https://twitter.com/thecarpentries/](https://twitter.com/thecarpentries/)
+- [The Carpentries Newsletter](https://carpentries.org/newsletter/)
+- [The Carpentries on Mastodon](https://hachyderm.io/@thecarpentries)
 
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::
@@ -190,14 +199,13 @@ on leadership roles in their own communities, locally or globally. Many assume l
 are expected to contribute by coming to meetings and/or sharing thoughts or feedback in other ways. Whatever your plans,
 don't wait to get involved! If you see a typo in the
 curriculum, try out a pull request to fix it, or ask around to learn how. If you wonder if a section could be better,
-search the repository for existing issues on the subject, and add your voice to the conversation or start a new issue for us
+search the repository [for existing issues](https://github.com/carpentries/instructor-training/issues) on the subject, and add your voice to the conversation or start a new issue for us
 to work through during our next update. If you have time, consider joining Trainer meetings now!
 
 :::::::::::::::::::::::::::::::::::::::: keypoints
 
-- The Trainer role comes with powers and responsibilities. Some powers are limited to preserve sustainability of The Carpentries, but we will work with you to meet your goals as closely as possible.
-- Teaching and learning are separate, though related, processes. And then there is learning to teach!
-- Most popular texts do not aim to onboard readers to engaging with primary literature in a field. This presents barriers to responsible engagement across disciplines, particularly in education.
+- This course will focus on participant-led discussion of assigned readings. 
+- Becoming a certified Instructor Trainer requires you to complete additional steps after this training concludes. 
 
 ::::::::::::::::::::::::::::::::::::::::::::::::::