Bank of Canada

May 27-28, 2019

9:00 am - 4:20 pm, 9:00 am - 4:00 pm

Instructors: Jordan Pedersen, Elaine Wong

Helpers: Michele Sura, Alex Volkov

This is a two day Library Carpentry Workshop arranged by the Bank of Canada’s Knowledge and Information Service and will be delivered in English. The workshop will run from 9:00 - 4:00 pm approximately both days, and 4:00 - 5:00 pm will be reserved for individual Q&A with the instructors. Participants will be able choose which modules they attend, contact Michele Sura (msura@bank-banque-canada.ca) to RSVP.

The FAIR Data curriculum is being piloted, and will be taught in part by Natasha Simons and Chris Erdmann via video call.

Wifi instructions for Government of Canada information professionals will be given by Michele Sura on the day of the event, collaborative notetaking will be available at https://pad.carpentries.org/2018-05-27-BoC .

General Information

Library Carpentry is made by people working in library- and information-related roles to help you:

Library Carpentry introduces you to the fundamentals of computing and provides you with a platform for further self-directed learning. For more information on what we teach and why, please see our paper "Library Carpentry: software skills training for library professionals".

Who: The course is for people working in library- and information-related roles. You don't need to have any previous knowledge of the tools that will be presented at the workshop.

Where: 234 Wellington St, Ottawa, ON. Get directions with OpenStreetMap or Google Maps.

When: May 27-28, 2019. Add to your Google Calendar.

Requirements: Participants must bring a laptop with a Mac, Linux, or Windows operating system (not a tablet, Chromebook, etc.) with Git and OpenRefine (we acknowledge that these are conditional based approved by the Bank of Canada IT department or the respective Government IT department). They should have a few specific software packages installed (listed below).

Code of Conduct: Everyone who participates in Carpentries activities is required to conform to the Code of Conduct. This document also outlines how to report an incident if needed.

Accessibility: We are committed to making this workshop accessible to everybody. The workshop organizers have checked that:

Materials will be provided in advance of the workshop and large-print handouts are available if needed by notifying the organizers in advance. If we can help making learning easier for you (e.g. sign-language interpreters, lactation facilities) please get in touch (using contact details below) and we will attempt to provide them.

Contact: Please email msura@bank-banque-canada.ca or jordan.pedersen@mail.utoronto.ca for more information.


Surveys

Please be sure to complete these surveys before and after the workshop.

Pre-workshop Survey

Post-workshop Survey


Schedule

Day 1

09:00 Data Intro for Librarians
10:30 Morning break
10:45 Tidy Data
12:00 Lunch break
13:00 OpenRefine
16:20 END

Day 2

09:00 Git Intro for Librarians
11:30 Lunch break
12:30 FAIR Data Principles
16:00 END

We will use this collaborative document for chatting, taking notes, and sharing URLs and bits of code.


Syllabus

Introduction to Data

  • Intro to Data
  • Jargon Busting
  • Keyboard Shortcuts
  • Plain Text Formats
  • Naming Files
  • Reference...

Tidy data for librarians

  • Using spreadsheet programs for data wrangling
  • Formatting data tables in Spreadsheets
  • Formatting problems
  • PDates as data
  • Basic quality assurance and control, and data manipulation in spreadsheets
  • Exporting data from spreadsheets
  • Caveats of popular data and file formats
  • Reference...

Introduction to Git

  • Note: This section is flexible based on participant access to Git
  • Explaining Git to Library and Information Professionals
  • Creating a repository
  • Configuring Git
  • Recording Changes to Files: add, commit, ...
  • Viewing State Changes with status
  • Working on the Web: clone, pull, push, ...
  • Where to Host Work, and Why
  • Reference...

OpenRefine

  • Introduction to OpenRefine
  • Importing Data
  • Basic Functions
  • Advanced Functions
  • Reference...

Setup

To participate in a Library Carpentry workshop, you will need access to the software described below. In addition, you will need an up-to-date web browser.

For Bank of Canada and participating Government of Canada information professionals you will have to go through your IT department, and not all software may be available for you. However, we have included the set-up instructions because alternatively, you may choose to bring a personal laptop with Git and OpenRefine already set up if you prefer.

We maintain a list of common issues that occur during installation as a reference for instructors that may be useful on the Configuration Problems and Solutions wiki page.

Git

Git is a version control system that lets you track who made changes to what when and has options for easily updating a shared or public version of your code on github.com. You will need a supported web browser.

You will need an account at github.com for parts of the Git lesson. Basic GitHub accounts are free. We encourage you to create a GitHub account if you don't have one already. Please consider what personal information you'd like to reveal. For example, you may want to review these instructions for keeping your email address private provided at GitHub.

Git should be installed on your computer as part of your Bash install (described above).

Video Tutorial

For OS X 10.9 and higher, install Git for Mac by downloading and running the most recent "mavericks" installer from this list. Because this installer is not signed by the developer, you may have to right click (control click) on the .pkg file, click Open, and click Open on the pop up window. After installing Git, there will not be anything in your /Applications folder, as Git is a command line program. For older versions of OS X (10.5-10.8) use the most recent available installer labelled "snow-leopard" available here.

If Git is not already available on your machine you can try to install it via your distro's package manager. For Debian/Ubuntu run sudo apt-get install git and for Fedora run sudo dnf install git.

OpenRefine

For this lesson you will need OpenRefine and a web browser. Note: this is a Java program that runs on your machine (not in the cloud). It runs inside a web browser, but no web connection is needed.

Check that you have either the Firefox or the Chrome browser installed and set as your default browser. OpenRefine runs in your default browser. It will not run correctly in Internet Explorer.

Download software from http://openrefine.org/

Create a new directory called OpenRefine.

Unzip the downloaded file into the OpenRefine directory by right-clicking and selecting "Extract ...".

Go to your newly created OpenRefine directory.

Launch OpenRefine by clicking openrefine.exe (this will launch a command prompt window, but you can ignore that - just wait for OpenRefine to open in the browser).

If you are using a different browser, or if OpenRefine does not automatically open for you, point your browser at http://127.0.0.1:3333/ or http://localhost:3333 to use the program.

Check that you have either the Firefox or the Chrome browser installed and set as your default browser. OpenRefine runs in your default browser. It may not run correctly in Safari.

Download software from http://openrefine.org/.

Create a new directory called OpenRefine.

Unzip the downloaded file into the OpenRefine directory by double-clicking it.

Go to your newly created OpenRefine directory.

Launch OpenRefine by dragging the icon into the Applications folder.

Use Ctrl-click/Open ... to launch it.

If you are using a different browser, or if OpenRefine does not automatically open for you, point your browser at http://127.0.0.1:3333/ or http://localhost:3333 to use the program.

Check that you have either the Firefox or the Chrome browser installed and set as your default browser. OpenRefine runs in your default browser.

Download software from http://openrefine.org/.

Make a directory called OpenRefine.

Unzip the downloaded file into the OpenRefine directory.

Go to your newly created OpenRefine directory.

Launch OpenRefine by entering ./refine into the terminal within the OpenRefine directory.

If you are using a different browser, or if OpenRefine does not automatically open for you, point your browser at http://127.0.0.1:3333/ or http://localhost:3333 to use the program.