Prerequisites

This part lists every account and piece of software the workshop needs, split by who needs it. The instructor chapter comes first, because the person running the course has to be set up before learners can be: the GitHub organization and the pre-course survey have to exist before a learner can join or complete them.

• 5  Instructor setup is the instructor checklist. It is everything a learner needs, plus the extra accounts and setup that only the person running the course requires, and it points to the test-learner account you use to check the learner experience.

• 6  Learner setup is the learner checklist. It is the pre-course work you hand to participants, and it is also the list every learner must complete before the day.

The two chapters overlap on purpose: an instructor needs the full learner setup too, because the best way to find a broken instruction is to follow it yourself as a learner. Read the instructor chapter first to understand the whole picture, then work through the learner chapter as the thing you both complete and hand out.

flowchart TD
    classDef layer fill:#f7f9fc,stroke:#c7d2e0,color:#1f2933;

    L["<b>Learner needs</b><br/>GitHub account · R and RStudio · Git · personal access token"]:::layer
    T["<b>Instructor also needs</b><br/>a second test-learner account · owner rights on the org · two browsers or profiles"]:::layer

    L --> T

This handbook assumes a local-first setup: learners install R, RStudio, and Git on their own machines. A cloud option (Posit Cloud) is noted where relevant for individual learners who cannot install software, but the default path is local.