Onboarding Checklist

[Page is a Work in Progress] Welcome to Weecology! We are super excited that you’re joining us. (We only take people into our group that we are super excited about!).

Overview

This onboarding checklist is designed to help you get up to speed and integrated with our group. It is not perfect. If you get stuck or confused, make sure to reach out to someone! Good people to contact probably depend on what exactly you’re confused about, but here are some suggestions:

  1. the newest member of the lab group you are joining has probably recently struggled with whatever you are struggling with. In the White lab this is Virnaliz Cruz and in the Ernest lab it is Renata Diaz.
  2. Glenda Yenni. She knows everything.
  3. Computer or Software related? Henry Senyondo is a good bet!
  4. Ethan or Morgan (we’re always here to help).
  5. Shy about asking anyone? The lab wiki itself has a lot of answers. Check out the bar to the right and see if one of the existing pages might have what you’re looking for.

We’re always trying to improve the onboarding experience, so keep track of the things that you wished there was more information on or anything confusing. You’ll get a chance at this end of this checklist to suggest improvements!

Stage 1 Onboarding: Learning about Weecology and Getting Set Up

Physical setup

  • Ask Glenda to show you where your copy of the onboarding checklist is on GitHub and how to check off completed tasks.
  • Request your computer. Every weecologist gets a computer for their work/educational responsibilities. Tell Glenda if you want a laptop or desktop, and whether you want a windows, mac, or linux machine. Keep in mind that this computer is university property. It’s assigned to you for work/educational purposes and when you end your official association with the lab, your computer will have to stay with us.
  • (Remote People Only) If you are working remotely, check out the Remote Working Checklist for additional steps on computer set-up and HR paperwork that applies to you.
  • (Local People Only) You will need a key to Building 150. Keys for new folks come from the WEC Building Manager, Cameron Carter (ccriderr@ufl.edu). Email Cameron (Cc’ing Ethan and/or Morgan, depending on who your primary supervisor is) and let him know that you’re a new member of the group and ask him for a key to Building 150.

Get set up on Lab Communication Platforms

  • Ask Glenda to show you where your copy of the onboarding checklist is on GitHub and how to check off completed tasks.
  • Request your computer. Every weecologist gets a computer for their work/educational responsibilities. Tell Glenda if you want a laptop or desktop, and whether you want a windows, mac, or linux machine. Keep in mind that this computer is university property. It’s assigned to you for work/educational purposes and when you end your official association with the lab, your computer will have to stay with us.
  • Check that Glenda has set you up on the weecology spaces for:
    • GitHub
    • Slack
    • Weecology mail/calendar
  • Explore Weecology’s Slack group, sign up for any relevant channels
  • Take Slack 101 to learn slack basics
  • Read Weecology’s Welcome to Slack page
  • Take the Markdown tutorial. Markdown is a way of writing text that the computer then adds formatting to (i.e. italics, bullet points, headers). We use markdown for our website, as part of GitHub communication, and to create RMarkdown files to help keep track of projects.
  • Set up your weecology calendar with your class schedule, when you’ll be out of town etc. You can make the names of the events public or private as you wish, this is just so others can see when you’re available for scheduling purposes.
  • Staff Only: Ask Glenda to set you up with a Trello account (Trello is our project management system and how Morgan and Ethan keep track of the numerous things going on in the group)
    • Watch the introduction to trello.
    • Have Ethan, Morgan, or Glenda assign you to the boards that are relevant to your work duties.
  • Optional: Add other calendars to your Weecology calendar to stay informed on other events. This can be done by finding the + sign by “Other Calendars”. Commonly used calendars include “ethan”, “morgan”, “conference room”, “UF Weecology Seminars”, and portalproject1977@gmail.com (the portal calendar for keeping track of when trips are occurring)  

Familiarize Yourself with Lab Culture and Values:

Familiarize Yourself about Lab Procedures:

Explore and Get to Know Folks

  • Look at the Personnel Page on the Weecology website. Is there anyone on the active list that you haven’t met yet? Contact them and say hi. Maybe set up a videomeeting or a coffee/tea/water break to chat.
  • Read through the Lab-Wiki sidebar. Read at least one page not linked to in the onboarding guide
  • Apply your slack knowledge by DM’ing Hao Ye (a former postdoc in the lab and current UF Reproducibility Librarian). Introduce yourself and say you’ve been sent to ask about the Weecology tea policy! (Don’t worry, he’s expecting this!)

Setting Up Your Computer

  • Choose R and/or Python (you can always change or add the other later!). People in our groups use R and/or Python as their primary programming language. Most people use R, but if you have more serious software engineering or image processing plans in mind, talk to your advisor about Python. If in doubt, talk to your advisor or other lab members.
    • For R:
      • Download and Install R. Site includes a windows, linux, and MacOS version. Windows users: you want the base install
      • Download and Install RStudio. This is the Individual Development Environment (IDE) that we use for writing R code. Choose the free version.
    • For Python:
  • Install Git. Regardless of programming language you chose, do this. Git is the version control system we use for software and allows you to move things from your computer to GitHub. Follow the instructions on Ethan’s course page under the section “Git”. It has instructions for all three operating systems.
  • Set up the link between your IDE and GitHub
  • Install Zotero. This is the reference manager preferred in the lab. It syncs with both Google Docs and Word. And is less likely to get into nasty fights with DropBox if you keep all your PDFs there.
    • Optional: You can also install the zotero connector which is a browser plugin that allows you to download articles being viewed in your browser directly to your zotero library
  • Set up a file back-up service. Computers die. Laptops have accidents. Hurricanes happen. You don’t want to lose all your work when one of these occurs. A way to back up your files (preferably without you having to think about it) is important. Pick and install one of the following on your computer. Set up that folder as your primary work folder.
  • DropBox: is commonly used in the lab and has a free account with up to 2 GB of storage. Staff can have a free account with more storage through UF.
  • OneDrive: students also have access to “unlimited” storage on UF’s OneDrive.
  • Set up your computer to print to the lab printer. The lab printer is located in room 015 and accessible from the UFL network at 10.242.89.51. You may need to download and install drivers before adding it as a printer in order for it to function properly.
  • Set up access to the T: drive. This is a shared drive for the lab, and can be used to store large files associated with your project.
  • If the UF VPN is not already on your computer, install the Cisco AnyConnect VPN. You’ll need this to do literature searches from off campus.

Congratulations! You have gotten yourself prepared to start working with the group! You’re now ready for Stage 2 of Onboarding: Engaging with the Science and Tools.

Stage 2: Engaging with the Science and Tools

Learn about the Lab Intellectual Space:

  • Work through the Weecology reading list. (note: the reading list is still in development). For each of the subject areas read the overview paper.
    • Portal Project Overview
    • Macroecology Overview
    • Forecasting Overview
    • IDEA
  • Pick at least two areas that are especially interesting/relevant to you. Read all the papers listed on the reading list in that topic area
  • Are you funded by a grant? Ask the grant PI (probably Ethan or Morgan) for a copy to read. Don’t know if you’re funded on a grant? Ask Ethan, Morgan, or Glenda (she knows everything).
  • On the lab website, find a recent paper that looks interesting to you that is by someone currently in the group
    • Read the paper
    • Set up a meeting with that person to chat about their paper

Learn about commonly used lab computational tools:

  • Learn about Git and GitHub.
  • Apply your markdown/Github knowledge:
    • Add yourself to the main Lab-Wiki page under Overview of Lab Members
    • Find a page on the lab wiki that has out of date info or has a tyypo (I’m sure you’ve found something!)
    • Fix that page.
    • Make a commit message before you save your changes
  • Identify a new page the lab wiki needs or a major change to an existing page (i.e. is there info you felt would be better moved onto one page? Something that should be added to the onboarding process? A page you wish existed?).
    • Create an issue in the Lab Wiki Repo that explains your proposed change/addition.

Wrap-up

Congrats! You have completed the onboarding process! Remember to keep checking on the lab wiki to see if it has information that might be useful to you. Pages that aren’t relevant to you now may become important to you in the future as your role and skills evolve!

This guide is really just designed to get you a basic foundation. Depending on your role and prior experience, you may feel like you need more indepth guidance on something we introduced you to here. That’s ok! See if any of these guides might be useful (note: none of these exist right now, but they are planned!)

  • Graduate Student Milestones (am I on track?)
  • More R! - a lab checklist for good tutorials for learning basic R skills
  • Using GitHub for Coding - a lab guide to resources for learning about using repositories for your computer code, keeping track of changes, and working on collaborative projects.

Finally, the lab wiki belongs to everyone, so feel free to edit or add pages as you identify information that was useful to you. Maybe it just serves as a useful cheatsheet for you, but in reality, if you had to figure it out, someone else in the future will too. Help out a future Weecologist by writing it down!

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