# Blog post based on materials gathered for the nomination

## CodeRefinery - Continuing eight years of collaboratively teaching good enough research software engineering practices

In October 2024 the CodeRefinery project is celebrating the conclusion of its 8th year of existance. During that time about 9 online and 28 in-person workshops were held by ~30 instructors, organizers and facilitators teaching good enough research software engineering practices to ~3000 participants from ~20 countries, of many scientific fields, career stages and preferred programming languages.
We would like to celebrate this archievement with you, by looking back at the history and achievements unlocked over the years and also ask you to share your best memories.
Spoiler: Even though this is a "looking back" post, CodeRefinery will not cease to exist anytime soon if we can help it. We'd just like to celebrate the project and highlight the contributions of key members.

The project grew out of an initially local course (given at KTH Stockholm in 2014 and 2015) and in 2016 became a Nordic project. Rossen Apostolov (KTH Stockholm) submitted a proposal to the Nordic e-Infrastructure Collaboration (NeIC) in 2015 and NeIC quickly recognized it as a potentially impactful project worth co-funding. The project was started in 2016, under the leadership of Radovan Bast, project manager of CodeRefinery for the whole duration of the project.

Thor Wikfeldt remembers: "[...] I have had the privilege of working with Radovan Bast since 2016 when the CodeRefinery project was launched, and I joined under his leadership. Among all the highly competent individuals I have encountered in my career, Radovan stands out for his relentless dedication and selfless commitment to making a meaningful impact on the world. He has inspired me to not only become a better teacher and developer of training materials but also to be more productive, collaborative and generous in my professional life.
Radovan took CodeRefinery from a mere concept to a pioneering educational project that is now well-
known not only in the Nordic region (where it started) but globally. [...] "

**What is CodeRefinery?**

CodeRefinery acts as a hub for FAIR (Findable, Accessible, Interoperable, and Reusable) software practices. It currently focuses on the Nordic/Baltic countries, but aims to expand beyond this region. CodeRefinery aims to operate as a community project with support from academic organizations. The project started in 2016 and has developed a broad curriculum of openly maintained and reviewed lessons, has taught hundreds of participants across all academic disciplines, and has managed to build a community of instructors, learners, team leads (who help learners during exercises), expert helpers (who support team leads), local organizers and partner organizations.

The project idea/directive grew out of two courses given at PDC/KTH in 2014 and 2015, which focused on research software engineering tools and techniques.
The courses were popular and it was clear that the demand is not limited to the Stockholm region and we approached NeIC to bring this project to a Nordic level, both to have more
impact, but also to connect instructors across Nordic borders.
The first CodeRefinery workshop was given late 2016 and since then the lesson material has evolved a lot and we have delivered many more workshops, both in-person and online.

CodeRefinery has established itself as a highly successful initiative that improves coding skills at an intermediate level, bridging the gap between Software Carpentry for beginners, and the more advanced/bespoke training offered by other universities and HPC/computational research initiatives.

The objectives of the CodeRefinery project are:
• Organize and deliver workshops and events
• Develop and maintain a lesson portfolio
• Build a community and network of instructors and volunteer helpers
• Operate a Nordic GitLab service
• Support the community of Nordic research software engineers

**CodeRefinery workshops**

The CodeRefinery project provides open, reusable and self-learning ready lesson materials developed by experts from different countries, organizations and scientific backgrounds. CodeRefinery focuses on maintaining collaboration in lesson development, teaching and workshop organization. Workshops with multiple roles especially highlight the value of collaborative efforts.

The workshops are focused around exercises and discussions and participants are encouraged to form teams for these sessions. The learning outcomes for each lesson are defined and shared in the beginning of each lesson.

We kindly request feedback from participants after each workshop day. Feedback is gathered using known tools with no separation between workshop and feedback. If necessary and possible, given feedback is already implemented for the next workshop day.

The CodeRefinery project maintains manuals with a collection of work processes and ideas (https://coderefinery.github.io/manuals/ ). It summarizes how meetings, workshops and other topics work and serves as basis for e.g. the helper onboarding for the workshop.

**Bring your own classroom**

When switching from in-person to online workshops the CodeRefinery team put a lot of effort in embracing the online workshop format. A lot of thought has been put into our online hand-on, demo and screen sharing setups in order to provide the best possible learning experience to participants.

Since 2020 we had multiple local classrooms join our workshop and have adapted the format to accomodate these special circumstances.

Paula Martinez Lavanchy shares: "[...][W]e have been ‘bringing our own class’ to
the CodeRefinery workshops by joining the streaming of the lessons from the classroom with
our participants and helpers.
TU Delft researchers provided very positive feedback about this initiative reflected in
comments such as:
“It's great and extremely useful. If it was it for me I would make it mandatory knowledge. It's
really important that TU Delft continues promoting these workshops.”
“Excellent workshop: the graduate school would be so much better with more of these
practical & technical workshops”
The CodeRefinery initiative has helped us and benefit TU Delft researchers in several ways:
- The possibility of joining the workshops allowed us to advance with the
implementation of our Vision for Research Data & Software management training
and the implementation of TU Delft Research Software Policy by providing high
quality and well-received training on FAIR software practices.•
- The involvement of our data stewards, software engineers and trainers as helpers in
the CodeRefinery workshops have also provided them with a great opportunity to
continuously improve their skills and learn from this great community.
- The CodeRefinery learning materials are openly available and of excellent quality.
We often refer our researchers to use them as consultation materials on our websites
and/or guides. [...]"

**Sharing experiences and support for doing your own thing**

But the CodeRefinery project does not only focus on own workshops, it also wants to make it easier for others to provide clean and functional lesson materials with all the features needed for computational topics by providing a public lesson template (https://github.com/coderefinery/sphinx-lesson ).
In addition, the ways that teaching has worked well for CodeRefinery are shared through train the trainer workshops, which have been presented in different forums and to various groups (https://coderefinery.github.io/train-the-trainer/ ).

The lesson development process always involves multiple experts. All discussions and reviews are public and can be found on our GitHub pages (https://github.com/coderefinery ).

Since it is free and open to reuse, there is no full overview about who has reused CodeRefinery materials. But when talking to people at conferences and other events we often get to hear that teachers are happily reusing the CodeRefinery materials for their lectures.

Two larger programs that have been built on top of CodeRefinery materials are the Netherlands eScience Center workshop on "Good practices iun research software development" (https://www.esciencecenter.nl/event/good-practices-in-research-software-development-5/ ) and the "EuroCC best practices in HPC training" program lead by ENCCS Sweden (https://enccs.github.io/instructor-training/ ).

Mateusz Kuzak and his team from the Netherlands eScience center explains: "[...] At the Center, we have been successfully using the training materials developed by the CodeRefinery project since 2020. At that time, CodeRefinery filled the gap in the intermediate research software skills for researchers. We already delivered training based on the Carpentries and were looking for more advanced
content for researchers already doing some programming. What I appreciate about the project is that
Radovan and others didn’t just reinvent everything. They build the Trainer the Trainer programme on top of excellent Carpentries Instructor Training. They also realised that the pedagogical methodology used by the Carpentries, heavily dependent on live coding, would not work that well for intermediate audiences. They developed a curriculum rich in independent work on complex exercises. At the eScience Center, we found that approach more effective for less novice learners. CodeRefinery was also very innovative, introducing a distributed online approach with many helpers supporting locally or in online breakout rooms. I believe that helps with scaling the course and reaching a new audience that otherwise wouldn’t be able to access this training.
We at the eScience Center will continue reusing and contributing to the CodeRefinery project. [...]"

**More than just workshops**

The main CodeRefinery workshop is organized twice a year and it is free and open for everyone. Everyone is encouraged to ask their questions and discuss the topics that interest them in a collaborative document. Instructors have a variety of different scientific and cultural backgrounds and are in different stages in their career. After each workshop participants are encouraged to join the community which mainly lives in the CodeRefinery Zulip chat that to date is a home to 446 people with about 10% being really active. The chat is also home to the Nordic-RSE and Nordic-HPC communities which are tightly knit with CodeRefinery. The chat serves as a space for planning, support and discussions around different topics. Participants of the CodeRefinery workshops are encouraged to use the chat also beyond the workshop to ask their questions around workshop topics and beyond. Some participants even have found their way into the project this way.

While the workshops are the main event for CodeRefinery, it is also a community with an open heart for supporting research and providing courses on a researchers level. Research Software Hour was born from the community, and has brought topics of Research Software Engineering that you cannot teach in a class to the research community (https://researchsoftwarehour.github.io/) hosted by the nominee and others.

A Zenodo community is available to collect all CodeRefinery and CodeRefinery related outputs:
https://zenodo.org/communities/coderefinery/records?q=&l=list&p=1&s=10&sort=newest

CodeRefinery is also active on social media: LinkedIn (314 followers), X (860 followers) and Mastodon (296 followers).

**Reaching out**

The CodeRefinery project has been mentioned alongside other successful programs such as the Carpentries in Research Software Engineering related publications:

I. A. Cosden, K. McHenry and D. S. Katz, "Research Software Engineers: Career Entry Points and Training Gaps," in Computing in Science & Engineering, vol. 24, no. 6, pp. 14-21, Nov.-Dec. 2022, doi: 10.1109/MCSE.2023.3258630 or on arxiv; page 7

US Research Software Engineer Association, & IEEE Computer Society. (2023). Research Software Engineers: Creating a Career Path—and a Career. Zenodo. https://doi.org/10.5281/zenodo.10073233 ; page 19

Barker, M., Breitmoser, E., Broadbent, P., Chue Hong, N., Hettrick, S., Lampaki, I., Quinn, A., & Taylor, R. (2024). Software and skills for research computing in the UK. Zenodo. https://doi.org/10.5281/zenodo.10473186 ; page 15

A collection of reports (https://coderefinery.org/about/reports/) and presentations (https://coderefinery.org/about/presentations/) about the project are collected on our website.

Project members have been actively seeking opportunities to spread the word and share the experiences from running the CodeRefinery workshops at conferences in the research computing world. Among others the project has been presented at Supercomputing (SC) conference in the US, International SuperComputing (ISC) in Germany, SIAM, RSECon and CarpentryCon in recent years.

**The future**

We are currently in the third round of funding by NeiC (one person to coordinate the efforts, other partners support in-kind) and considering our next steps. One thing is clear: CodeRefinery will not end or cease to exist.

We are in contact with funders and past and potential future organizations to make these efforts go on and likely we will continue the funded coordination + in-kind partners model. For other structures we may collaborate with other organizations and projects.

If this project and its mission sounds like something you would like to join or support, please contact [e-mail] and we can discuss in more detail.

!!!! Blog post end

---
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---

Mateusz

I’m the Training Programme and Training Team Lead at the Netherlands eScience Center. I’m writing to
express my full support for the nomination of Radovan Bast for the ACM HPC SIG Education award.
At the Center, we have been successfully using the training materials developed by the CodeRefinery project since 2020. At that time, CodeRefinery filled the gap in the intermediate research software skills for researchers. We already delivered training based on the Carpentries and were looking for more advanced
content for researchers already doing some programming. What I appreciate about the project is that
Radovan and others didn’t just reinvent everything. They build the Trainer the Trainer programme on top of excellent Carpentries Instructor Training. They also realised that the pedagogical methodology used by the Carpentries, heavily dependent on live coding, would not work that well for intermediate audiences. They developed a curriculum rich in independent work on complex exercises. At the eScience Center, we found that approach more effective for less novice learners. CodeRefinery was also very innovative, introducing a distributed online approach with many helpers supporting locally or in online breakout rooms. I believe that helps with scaling the course and reaching a new audience that otherwise wouldn’t be able to access this training.
We at the eScience Center will continue reusing and contributing to the CodeRefinery project. I hope the efforts by Radovan and his team will be recognised by the HPC education community.

Paula

In my role as the Research Data and Software Training coordinator of the Research Data
and Software team at TU Delft Library, I would like express our support to the nomination of
Radovan Bast as the lead of the CodeRefinery initiative to receive the Educational Award
For Outstanding Contribution to Computational Science Education.
Our collaboration with the CodeRefinery initiative started in 2020, when we collaboratively
organised a Train-the-Trainer activity and co-organizing a CodeRefinery online workshop
where TU Delft researchers joined as participants and our data stewards and research
software engineers joined as helpers. Since then, we have been ‘bringing our own class’ to
the CodeRefinery workshops by joining the streaming of the lessons from the classroom with
our participants and helpers.
TU Delft researchers provided very positive feedback about this initiative reflected in
comments such as:
“It's great and extremely useful. If it was it for me I would make it mandatory knowledge. It's
really important that TU Delft continues promoting these workshops.”
“Excellent workshop: the graduate school would be so much better with more of these
practical & technical workshops”
The CodeRefinery initiative has helped us and benefit TU Delft researchers in several ways:
- The possibility of joining the workshops allowed us to advance with the
implementation of our Vision for Research Data & Software management training
and the implementation of TU Delft Research Software Policy by providing high
quality and well-received training on FAIR software practices.•
- The involvement of our data stewards, software engineers and trainers as helpers in
the CodeRefinery workshops have also provided them with a great opportunity to
continuously improve their skills and learn from this great community.
- The CodeRefinery learning materials are openly available and of excellent quality.
We often refer our researchers to use them as consultation materials on our websites
and/or guides.
Thus, I strongly believe that the commitment and work invested by Radovan Bast in
initiating, developing and sustaining the CodeRefinery project and the community around it,
is of great relevance and have broadly impacted the development of computational skills. I,
and the team I represent, sincerely hope to see all these efforts recognised and rewarded.

Thor

I have had the privilege of working with Radovan Bast since 2016 when the CodeRefinery project was
launched, and I joined under his leadership. Among all the highly competent individuals I have encoun-
tered in my career, Radovan stands out for his relentless dedication and selfless commitment to making a meaningful impact on the world. He has inspired me to not only become a better teacher and developer
of training materials but also to be more productive, collaborative and generous in my professional life.
Radovan took CodeRefinery from a mere concept to a pioneering educational project that is now well-
known not only in the Nordic region (where it started) but globally. The CodeRefinery lessons, mature
and extensively taught in various workshops both in-person and online, are continually updated and
improved. This dynamism is largely due to Radovan’s ongoing pursuit of excellence and his commitment
to inclusivity. No piece of workshop feedback is overlooked, any sign of learner confusion is seen as
an opportunity for improvement - with all planning and updates managed transparently through public
GitHub repositories and the open CodeRefinery Zulipchat platform. Indeed, Radovan has led by example
- his role as the primary contributor to the lessons and the main driver behind many innovative ideas
and initiatives within the CodeRefinery community is evident through commit statistics and public chat
activity.
As the training coordinator and later director of ENCCS, the Swedish national competence centre in HPC
as part of the EuroCC network, I fully adopted the CodeRefinery model. To date, the ENCCS team has
developed 28 training lessons and organised over 60 training events on various HPC topics, all based on the CodeRefinery template and best practices. Building on the instructor training material developed by CodeRefinery, we delivered a train-the-trainer workshop on best practices in HPC training to colleagues from the EuroCC network and the European Centres of Excellence, further spreading the impact of Radovan’s work on education in computational sciences.
In addition to his work with CodeRefinery, Radovan has been instrumental in the success of other projects such as the NordicRSE community of research software engineers, the NordicHPC community of HPC specialists, and the Research Software Hour online show. His efforts have thus significantly influenced multiple communities of scientists, research software engineers, and HPC specialists worldwide.
I wholeheartedly endorse Radovan Bast for the SIGHPC Educational Award for Outstanding Contribution
to Computational Science Education. I can think of no one more deserving.

---

## ACM SIGHPC Education award

Info: https://sighpceducation.acm.org/events/award24_nominations/
DL: June 28, 2024 at anywhere on earth ; Deadline was unfortunately missed

## Letters of endorsement suggestions

- NL eScience Center, Mateusz (request sent 30.4, accepted, received 3.6 email)
- ENCCS, Thor (request sent 30.4, accepted, received in May Zulip)
- Paula TU Delft(request sent 3.5;accepted, received)
- ~~Local workshop hosts in Spain, xx~~
- ~~Software Sustainability Institute, Neil~~

ACM SIGHPC Education Chapter Annual Education Award Nomination Form
Nominator Name: Samantha Wittke
Nominator E-Mail: [e-mail]

Project or Program Information
Title: CodeRefinery
Nominee Name: Radovan Bast
Nominee E-Mail: [e-mail]

Brief description (maximum 500 words)

CodeRefinery acts as a hub for FAIR (Findable, Accessible, Interoperable, and Reusable) software practices. It currently focuses on the Nordic/Baltic countries, but aims to expand beyond this region. CodeRefinery aims to operate as a community project with support from academic organizations. The project started in 2016 and has developed a broad curriculum of openly maintained and reviewed lessons, has taught hundreds of participants across all academic disciplines, and has managed to build a community of instructors, learners, team leads (who help learners during exercises), expert helpers (who support team leads), local organizers and partner organizations.

The project idea/directive grew out of two courses given at PDC/KTH in 2014 and 2015, which focused on research software engineering tools and techniques.
The courses were popular and it was clear that the demand is not limited to the Stockholm region and we approached NeIC to bring this project to a Nordic level, both to have more
impact, but also to connect instructors across Nordic borders.
The first CodeRefinery workshop was given late 2016 and since then the lesson material has evolved a lot and we have delivered many more workshops, both in-person and online.

CodeRefinery has established itself as a highly successful initiative that improves coding skills at an intermediate level, bridging the gap between Software Carpentry for beginners, and the more advanced/bespoke training offered by other universities and HPC/computational research initiatives.

The objectives of the CodeRefinery project are:
• Organize and deliver workshops and events
• Develop and maintain a lesson portfolio
• Build a community and network of instructors and volunteer helpers
• Operate a Nordic GitLab service
• Support the community of Nordic research software engineers

The nominee has started this effort with a group of other enthusiasts and has acted as the project manager for the project since the beginning. He has dedicated a lot of time to the project and provided support for everyone to work on the topics that interest them most. His enthusiasm for the project makes it easy to follow along and get excited about the topics taught.

**How does the work provide innovative training and education materials for computational science, data-enabled, or HPC education?**

The CodeRefinery project provides open, reusable and self-learning ready lesson materials developed by experts from different countries, organizations and scientific backgrounds. CodeRefinery focuses on maintaining collaboration in lesson development, teaching and workshop organization. Workshops with multiple roles especially highlight the value of collaborative efforts.

The workshops are focused around exercises and discussions and participants are encouraged to form teams for these sessions. The learning outcomes for each lesson are defined and shared in the beginning of each lesson.

We kindly request feedback from participants after each workshop day. Feedback is gathered using known tools with no separation between workshop and feedback. If necessary and possible, given feedback is already implemented for the next workshop day.

The CodeRefinery project maintains manuals with a collection of work processes and ideas (https://coderefinery.github.io/manuals/ ). It summarizes how meetings, workshops and other topics work and serves as basis for e.g. the helper onboarding for the workshop.

When switching from in-person to online workshops the CodeRefinery team put a lot of effort in embracing the online workshop format. A lot of thought has been put into our online hand-on, demo and screen sharing setups in order to provide the best possible learning experience to participants.

Apart from the main workshop, project partners also offer a number of collaborative computing and HPC courses and workshops. A list of all previously offered trainings can be found on the project website: https://coderefinery.org/workshops/past/#shorter-workshops-and-other-events .

But the CodeRefinery project does not only focus on own workshops, it also wants to make it easier for others to provide clean and functional lesson materials with all the features needed for computational topics by providing a public lesson template (https://github.com/coderefinery/sphinx-lesson ).
In addition, the ways that teaching has worked well for CodeRefinery are shared through train the trainer workshops, which have been presented in different forums and to various groups (https://coderefinery.github.io/train-the-trainer/ ).

The lesson development process always involves multiple experts. All discussions and reviews are public and can be found on our GitHub pages (https://github.com/coderefinery ).

Describe any available metrics of the impacts of the project/program success

Starting from 2016 with in-person workshops and then changing to online workshops in 2020 CodeRefinery has had about ~3000 participants from ~15 countries and all career stages from undergraduate students to professors (https://coderefinery.org/about/statistics/ ).

Feedback is collected separately for each workshop day, the full workshop and some time after the workshop. Feedback for each workshop can be found on the respective workshop pages under Q&A and the day (example: https://coderefinery.github.io/2023-09-19-workshop/questions/day1/#feedback-of-day-1 ). Daily feedback is incorporated as much as possible for the next days. A summary of the post workshop survey results up to 2021 can be found on our website: https://coderefinery.org/about/impact/ (results for 2021 - 2024 are currently being processed and will be published during July 2024).

**How has the program enhanced the ability to engage, serve, and retain a diverse community of participants?**

The main CodeRefinery workshop is organized twice a year and it is free and open for everyone. Everyone is encouraged to ask their questions and discuss the topics that interest them in a collaborative document. Instructors have a variety of different scientific and cultural backgrounds and are in different stages in their career. After each workshop participants are encouraged to join the community which mainly lives in the CodeRefinery Zulip chat that to date is a home to 446 people with about 10% being really active. The chat is also home to the Nordic-RSE and Nordic-HPC communities which are tightly knit with CodeRefinery. The chat serves as a space for planning, support and discussions around different topics. Participants of the CodeRefinery workshops are encouraged to use the chat also beyond the workshop to ask their questions around workshop topics and beyond. Some participants even have found their way into the project this way.

While the workshops are the main event for CodeRefinery, it is also a community with an open heart for supporting research and providing courses on a researchers level. Research Software Hour was born from the community, and has brought topics of Research Software Engineering that you cannot teach in a class to the research community (https://researchsoftwarehour.github.io/) hosted by the nominee and others.

A Zenodo community is available to collect all CodeRefinery and CodeRefinery related outputs:
https://zenodo.org/communities/coderefinery/records?q=&l=list&p=1&s=10&sort=newest

CodeRefinery is also active on social media: LinkedIn (269 followers), X (850 followers) and Mastodon (280 followers).

**Describe the extent to which the work has received widespread adoption of their approach and/or materials by and/or participation other groups/organizations**

Since it is free and open to reuse, there is no full overview about who has reused CodeRefinery materials. But when talking to people at conferences and other events we often get to hear that teachers are happily reusing the CodeRefinery materials for their lectures.

Two larger programs that have been built on top of CodeRefinery materials are the Netherlands eScience Center workshop on "Good practices iun research software development" (https://www.esciencecenter.nl/event/good-practices-in-research-software-development-5/ ) and the "EuroCC best practices in HPC training" program lead by ENCCS Sweden (https://enccs.github.io/instructor-training/ ).

Other mentions of the project in different forums can be found from the CodeRefinery articles and reports page: https://coderefinery.org/about/reports .

**Presentations and Publications associated with the program; Provide a list of project presentations and publications if any**

The CodeRefinery project has been mentioned in Research Software Engineering related publications:

I. A. Cosden, K. McHenry and D. S. Katz, "Research Software Engineers: Career Entry Points and Training Gaps," in Computing in Science & Engineering, vol. 24, no. 6, pp. 14-21, Nov.-Dec. 2022, doi: 10.1109/MCSE.2023.3258630 or on arxiv; page 7

US Research Software Engineer Association, & IEEE Computer Society. (2023). Research Software Engineers: Creating a Career Path—and a Career. Zenodo. https://doi.org/10.5281/zenodo.10073233 ; page 19

Barker, M., Breitmoser, E., Broadbent, P., Chue Hong, N., Hettrick, S., Lampaki, I., Quinn, A., & Taylor, R. (2024). Software and skills for research computing in the UK. Zenodo. https://doi.org/10.5281/zenodo.10473186 ; page 15

All reports and presentations about the project are collected on our website:
- Reports: https://coderefinery.org/about/reports/
- Presentations: https://coderefinery.org/about/presentations/

The nominee and other project members have been actively seeking opportunities to spread the word and share the experiences from running the CodeRefinery workshops at conferences in the research computing world. Among others the project has been presented at Supercomputing (SC) conference in the US, International SuperComputing (ISC) in Germany, SIAM, RSECon and CarpentryCon in recent years.

---

## HiddenRef award

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