Pilot a Lesson

Help shape the future of open science education for librarians

Our lessons need instructors to test them in diverse contexts. Get recognized as a contributor and join our community of practice.

10
Lessons Seeking Pilots
7
Alpha (First Pilots)
3
Beta (Broader Testing)

What is Lesson Piloting?

Lesson piloting is the process of teaching a lesson under development to a real audience and providing feedback to help refine it. It's a crucial part of The Carpentries lesson development process.

When you pilot a lesson, you're not just helping us test curriculum—you're actively shaping how librarians worldwide will learn about open science. Your feedback directly influences the lesson's final form, making it more effective for diverse audiences and teaching contexts.

Two Types of Piloting: Alpha lessons need their first external pilots to test in new contexts. Beta lessons have been piloted once or twice and need broader testing across diverse settings before wider adoption.

Learn more about the Carpentries lesson development process

Why Pilot a Lesson?

Piloting isn't just helping us—it's a valuable professional development opportunity for you

🏆

Get Recognized

Be acknowledged as a contributor in lesson metadata and citations. Your name will be associated with cutting-edge open science curriculum.

📚

Early Access

Be among the first to teach new open science curriculum before it's widely available. Stay ahead of trends in library services.

🤝

Join Our Community

Connect with open science educators across libraries worldwide. Share experiences and learn from peers in our community of practice.

💡

Shape Development

Your feedback directly influences the final lesson. Help ensure lessons work for diverse audiences and institutional contexts.

🎓

Professional Development

Expand your skills in teaching open science methods and tools. Deepen your own understanding by teaching others.

🌍

Make an Impact

Help librarians worldwide support open science in their communities. Contribute to the global open science movement.

What's Involved?

The pilot process is straightforward. Here's what to expect:

1

Choose a Lesson

Browse our Alpha or Beta lessons below and select one that matches your interests, expertise, and audience. You can pilot all or part of a lesson.

2

Review Materials

Read through the lesson content, instructor notes, and setup instructions. We'll provide you with teaching guides and feedback templates.

~2-4 hours preparation

3

Teach the Lesson

Deliver the lesson to your learners in-person, hybrid, or virtual. Don't worry about perfection—we want honest feedback on what works and what doesn't.

Varies by lesson (1.5-4 hours typically)

4

Collect Feedback

Use our templates to gather feedback from learners and observers during the workshop. Note what worked well, what was confusing, and timing issues.

~30 minutes

5

Share Your Experience

Submit a brief pilot report sharing your experience, feedback, and suggestions. You can use our web form or GitHub issue template.

~30-60 minutes

6

Join Community Debrief (Optional)

Participate in optional community debrief sessions to discuss your experience with lesson authors and other pilots. Share insights and learn from others.

Support We Provide
  • Detailed instructor guides for each lesson
  • Feedback collection templates (learner surveys, observation notes)
  • Access to lesson authors for questions and clarifications
  • Community of practice connections with other pilots
  • Recognition and acknowledgment in lesson metadata
  • Pilot report template to make sharing feedback easy

Lessons Seeking Pilots

10 lessons are ready for piloting. Choose one that interests you!

Lesson Status Level Duration Topics Action
Open and Reproducible Research Cloud Workflows: A Firsthand Experience for Librarians 🟡 Alpha Intermediate 3h 08m
reproducibilitycloudworkflow +3
Pilot This
Collaborative Multilingual Search and Discovery Systems 🟡 Alpha Intermediate 3h 00m
searchmultilingualdiscovery +2
Pilot This
Authoring Open Science 🟡 Alpha Introductory 3h 00m
open sciencewritingmetadata +2
Pilot This
Creating Data Dashboards for Open Science Using the R Programming Language 🟡 Alpha Intermediate 3h 36m
dashboardsRshiny +2
Pilot This
Research Community Outreach with Open Science Team Agreements 🟡 Alpha Introductory 2h 15m
team agreementscommunityopen science +1
Pilot This
A Path to Open, Inclusive, and Collaborative Science for Librarians 🟡 Alpha Introductory TBD
collaborationopen scienceinclusion +2
Pilot This
Open Qualitative Research (Taguette) 🟡 Alpha Introductory TBD
qualitative researchopen sciencetaguette +1
Pilot This
A gentle, hands-on introduction to containers and virtual machines 🔵 Beta Intermediate 3h 00m
containersvirtual machinesinfrastructure
Pilot This
Data Management (and Sharing) Plans for Librarians 101 🔵 Beta Introductory TBD
data managementsharing plansDMP +1
Pilot This
Open Qualitative Research (QualCoder) 🔵 Beta Introductory 4h 00m
qualitative researchopen sciencequalcoder +2
Pilot This
Alpha lessons have been taught by the original authors and are ready for their first external pilots. Your feedback will help shape the lesson's development significantly.
Lesson Level Duration Topics Action
Open and Reproducible Research Cloud Workflows: A Firsthand Experience for Librarians Intermediate 3h 08m
reproducibilitycloudworkflow +3
Pilot This
Collaborative Multilingual Search and Discovery Systems Intermediate 3h 00m
searchmultilingualdiscovery +2
Pilot This
Authoring Open Science Introductory 3h 00m
open sciencewritingmetadata +2
Pilot This
Creating Data Dashboards for Open Science Using the R Programming Language Intermediate 3h 36m
dashboardsRshiny +2
Pilot This
Research Community Outreach with Open Science Team Agreements Introductory 2h 15m
team agreementscommunityopen science +1
Pilot This
A Path to Open, Inclusive, and Collaborative Science for Librarians Introductory TBD
collaborationopen scienceinclusion +2
Pilot This
Open Qualitative Research (Taguette) Introductory TBD
qualitative researchopen sciencetaguette +1
Pilot This
Beta lessons have been successfully piloted by external instructors and are working well. We're seeking additional pilots to test them in diverse contexts before broader adoption.
Lesson Level Duration Topics Action
A gentle, hands-on introduction to containers and virtual machines Intermediate 3h 00m
containersvirtual machinesinfrastructure
Pilot This
Data Management (and Sharing) Plans for Librarians 101 Introductory TBD
data managementsharing plansDMP +1
Pilot This
Open Qualitative Research (QualCoder) Introductory 4h 00m
qualitative researchopen sciencequalcoder +2
Pilot This

How to Get Started

1️⃣

Choose a Lesson

Browse the lessons above and select one that interests you and fits your audience. Consider your learners' backgrounds and your own comfort with the topic.

2️⃣

Express Your Interest

Click the button below to open a Pilot Interest Issue on our GitHub repository. This is the best way for us to track requests and coordinate with lesson authors.

3️⃣

We'll Get in Touch

We'll reply to your issue, send you the instructor guide and feedback templates, and answer any questions. We're here to support you throughout the process!

Ready to Begin?

We use GitHub Issues to manage our pilot program. It keeps our development transparent and ensures you get credit for your contribution in our project history.

Pilot Interest Template

Requires a GitHub account. If you don't have one, it's a great first step in engaging with open science tools!

Open Pilot Interest Issue

Don't have a GitHub account?
Email us at tdennis@library.ucla.edu and we'll help you get started.

Frequently Asked Questions

Do I need to teach the entire lesson?

No! You can pilot all or part of a lesson. Some instructors pilot a single episode or section that fits their workshop schedule. Any amount of piloting is valuable—even teaching one episode provides useful feedback about pacing, clarity, and learner comprehension.

What if I'm not an expert in the topic?

That's perfectly fine! In fact, instructors who are learning alongside their students often provide valuable feedback about which concepts are confusing or need better explanation. The lesson materials include instructor guides to help you prepare.

If you're comfortable teaching the basics of a topic to your typical library audience, you're qualified to pilot. The authors are available to answer questions as you prepare.

What if I find problems or errors?

Perfect! Finding problems is exactly what piloting is for. We expect there to be issues—that's why we need pilots. Your honest feedback about what doesn't work is just as valuable (if not more valuable) than feedback about what does work.

Simply note any issues you encounter (confusing explanations, technical problems, timing issues, etc.) in your pilot report. The lesson authors will use your feedback to improve the lesson.

Can I modify the lesson for my audience?

Yes, but with caveats. Minor adaptations (changing examples to fit your context, adjusting pacing, skipping optional exercises) are fine and expected. However, please try to teach the lesson as written as much as possible—we need to test the actual content.

If you make significant modifications, please note them in your pilot report. Sometimes your adaptations will reveal ways to improve the lesson for everyone!

How long does the pilot process take?

Preparation: 2-4 hours to review materials and prepare
Teaching: Varies by lesson (typically 1.5-4 hours)
Feedback collection: 30 minutes during/after workshop
Reporting: 30-60 minutes to write up your experience

Total time commitment is usually 4-9 hours depending on the lesson length and how much you already know about the topic.

Will I get credit for piloting?

Absolutely! Pilots are recognized in several ways:

  • Acknowledged as a contributor in lesson metadata and pilot history
  • Listed in lesson citations (for substantial contributions)
  • Recognized on our website and in project reports
  • Invited to join our community of practice

Your contribution to open science education is valued and will be formally acknowledged.

What if I can't use GitHub?

No problem! You can use the web form on this page to express interest and submit your pilot report. We'll handle the GitHub side of things. While we encourage learning GitHub (it's a useful skill for open science!), it's not required for piloting.

Can I pilot multiple lessons?

Yes! If you have the time and interest, you're welcome to pilot multiple lessons. Some instructors pilot one episode from several different lessons to explore various topics. Others pilot complete lessons over time as they integrate them into their workshop series.

Just let us know which lessons you're interested in when you express interest.

What's the difference between Alpha and Beta piloting?

Alpha lessons are being taught by the original authors and are ready for their first external pilots. These lessons may have more rough edges, and your feedback will significantly shape their development. You'll be among the very first to teach this content.

Beta lessons have already been piloted by one or more external instructors and are working well. We're seeking additional pilots to test them in diverse contexts (different institutions, audiences, teaching modalities) before broader adoption. These lessons are more polished but still benefit from broader validation.

How soon do I need to teach the lesson after expressing interest?

There's no strict deadline! Some pilots teach within a few weeks, others plan workshops several months out. When you express interest, let us know your approximate timeline. We'll work with your schedule.

That said, timely feedback is more useful to lesson authors. If you can pilot within 1-3 months of expressing interest, that's ideal, but we're flexible.

What Pilots Are Saying

Pilot testimonials will be added here as we receive feedback from instructors. Be among the first to contribute!

Your testimonial could be here! After you pilot a lesson, we'd love to feature your experience to inspire other instructors.

Still Have Questions?

We're here to help! Don't hesitate to reach out if you need more information or have questions about piloting.