Documentation:Open Case Studies/Prep Workshop

From UBC Wiki

Pre-Workshop Activities

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In preparation for the workshop, please complete the following activities:

1. Take a tour of the UBCWiki (with video)

2. Set-up your User Profile page

3. Read the article: Case Studies That Sing, and spend a few minutes reflecting on the following questions:

  • What do you think of the "ingredients" discussed here?
  • What are some other ingredients for an effective case study? (think broad, guiding principles, not specifics about content and structure)
  • Which ingredients should be optional, and which required?

4. Review this list of template suggestions for the case studies, and spend a few minutes reflecting on the following questions:

  • What do you think about the suggested elements here?
  • What would you add as suggested elements?
  • Which elements should be optional, and which required?

During the workshop, we will come up with ingredients and a template that all case studies will contain. We will then use this template at the May sprint!

Use the Help Links below to help you throughout the workshop.

Help Links

Wiki basics.png Formatting.png Add media icon.png Adding pages.png Licensing Citation.png
7 Things About Wikis

About the UBCWiki

Help and Support

Basic Formatting

Formatting Tables

Footnotes and References

Adding Images

Embedding Video

Embedding Slides

Adding a Sandbox Page Open Licenses

Attributing Open Licensed Material

Searching for Open Education Resources

Citing Resources in the Wiki

  • icon image credits may be viewed by clicking on the image.

'Workshop Agenda

  • Date: Tuesday, April 19, 2016'
  • Location: Room 2.22 CTLT Seminar Room


The purpose of this workshop is to prepare case study writers with the necessary resources, competencies, and technical skills to create open case studies on the wiki, during the sprint that will take place on May 19th and 20th, 2016. The Open Case Studies project is funded through a TLEF for 2016.

Learning Goals

By the end of the session, participants should be prepared to participate in the Open Case Study Sprint. Preparedness means:

  • Clarity about roles, responsibilities and supports during sprint process.
  • Development of a shared template including format, style, approaches for case-studies
  • Development of a set of principles for effective case-studies
  • Clarity about process and outcomes for the sprint.
  • Awareness about open licenses: what they mean and how to apply them.
  • Basic editing skills in the UBCWiki.

Introduction (10min)

  • Facilitators/participants introductions
  • Sprint Overview
* What is a Sprint? An intensive, time-boxed short duration writing process
  • How will this workshop prepare us for those day/What is the final output or end product (see below for specific list)?

Session Overview (5min)

We hope that as a result of this workshop, participants will produce 4 things:

1. User-Profile Page on the [Main_Page|UBCWiki]

Why do this?: The user/profile contributes to participants having a sense of the "community" on the wiki and how contributions are attributed and communication occurs.

2. Shared Resource List

Why do this? It's a way for participants to start to look at examples and resources relevant to case studies in their discipline while contributing to a shared resource for all participants. It will also serve as preparation for making decisions about the necessary components of a case study (for template development). This process demonstrates concept of small pieces contributing to larger resource - may be helpful later in the development of case studies.
What could emerge out of this activity? Participants may find patterns in the examples or best practices for case study development that could inform decisions about case study structure and help us build a template.
Resource page is located at:

3. Licensing & Citation

How do we do this in the wiki? The wiki allows for a short cut to the referencing/citation process when implemented properly. We'll show you how to do this, so you can implement it when you write your case studies during the Sprint.

4. Case Study Template

Why do this? It is useful to have a basic framework to work with in the writing of a case study. It will help focus efforts on the content and presentation of the case study so that all necessary elements (for learning) are included.

5. Sprint Roles and Next Steps

Why do this? The Sprint process involves a number of people working together to complete a project. The process works best when people take on specific roles to help facilitate the process and provide support for the writers. Working this out in advance of the Sprint will help people quickly engage in the process - knowing what each person is responsible for.
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Description: In this icebreaker activity called, "What I Need From You" (WINFY), participants ask themselves and each other what they need to be successful from this day. This activity encourages participants to articulate their core needs and also hear from others. This activity boosts clarity, integrity, and transparency while promoting cohesion and coordination across silos! The end result is a set of agreements to guide their process of working together - a Code of Conduct.


  • Step 1: Silent self-reflection by individuals on a what they need from themselves and from each other to be successful in today's workshop. 1 min.
  • Step 2: In pairs, participants are invited to share their reflections and ask for what they need from each other to be successful in reaching the goals set out for the day. Needs are expressed as requests that can be delivered with care and nuance in the following form: “What I need from you is _____.” At this stage, a scribe take notes of requests, but no one gives answers or responses. 5 mins
  • Step 3: Groups then reduce their lists to two or three top needs and write these down on a flip chart. Select a spokesperson to share needs to the rest of the participants. 5 mins

Don’t let the group put the Code under glass. It should be an organic document, reviewed frequently, and changed as the group evolves and develops

Developing a Shared Resource using Wiki

  • Basic wiki markup 10min- suggest looking at the General Resources page as an example.
  • Debrief pre-assigned User Profile homework. If you did not create a User Profile page, let's do it now! (5min)
  • Headings, subheadings
  • Bold, Italics
  • Lists
  • Hyperlinks
  • Save Page
  • History
  • Watchlist/Contributions
  • Discipline-specific resource pages to edit:
  1. Geography
  2. Political Science
  3. Philosophy
  4. Forestry & Natural Resources Conservation
  5. Law & Society
  6. Earth, Ocean and Atmospheric Sciences
  7. Land & Food Systems
  8. Economics
  9. Civil Engineering
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ACTIVITY 2 (20min)

Description: In this activity, participants will divide into disciplinary groups and share discipline-specific wiki resources as they relate to case-studies.


  • Step 1: Participants divide into disciplinary groups and conduct an internet search for useful, discipline specific resources (sample case studies, etc).
  • Step 2: Add resources to the wiki page assigned to you (using basic wiki mark-up - headings, subheadings, lists, etc.)
  • Step 3: Reveal the power of transclusion for created an aggregated resource page

Licensing & Citation (30min)

  • Identify and locate open education resources (i.e. images, videos, etc.) for use in the wiki project
  • Identfy and describe open licenses
  • Express the importance of citing in wiki environments and apply appropriate citation
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Description: In this activity, participants will divide into disciplinary groups and create a "test" reference list on their shared disciplinary resource pages.


  • Step 1: Participants divide into disciplinary groups.
  • Step 2: Add reference to resources their wiki using Citing Resources in the Wiki as a guide.

BREAK 10 Mins

Case Studies (35min)

  • Debrief assigned readings
    • Reflection questions on case study ingredients: example length, consistency, narrative voice, relevance, pedagogic utility, tells an engaging story, requires critical thinking skills, relevance to students, appeal to different learners
    • Reflection questions on case study template
  • Deciding on common elements

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Description: Participants come up with principles (ingredients for case-studies) as well as determine template structures for case-studies.

Instructions: Participants refer to the pre-reading and identify some of ingredients/principles that they can relate to based on their experience developing case-studies.

Participants refer back to the suggested structural elements that they gathered for case studies. Things to Think About: What elements should be included for the template from the list? What should be added? What should be removed? Facilitators will write down the key elements to include in a template on a flip chart. These ideas will then be brought forward the 2-day Sprint.

Sprint Roles and Next Steps (10min)

  • May Sprint details
  • Time
  • Hours
  • Location
  • Time commitment
  • Computers
  • Facilitator and support roles
  • Discussion on student roles
  • What will the students roles be

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