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Persona-based learning tracks

Two suggested workshop plans: one for people new to DDI, and one for teams that automate validation. Each plan lists the sessions, the pages to use, and optional extensions.

New integrators

Audience

Engineers or analysts using DDI for the first time, who need to install the package, create studies and validate them.

Learning objectives

  • Install the toolkit and create a study with ddi.new_study().
  • Add questions, variables, concepts, and universes using the CRUD API.
  • Validate documents and navigate the CLI.
Session Focus Primary resources Checkpoints
Kick-off (30 min) Environment setup and first study Install ddi-l, User guide Learners can create a study with ddi.new_study(), add questions, and save to XML.
Guided authoring (45 min) Build a study with variables, concepts, and code lists Authoring workflows, Lab 1 from the training exercises Teams can create a study with linked questions and variables and validate it.
CLI practice (30 min) Validate and convert content from the shell Browse CLI recipes, Lab 3 from the training exercises Participants can run ddi validate and ddi to-json and interpret the output.

Extension ideas

  • Pair learners to experiment with add_item() for different DDI types (Category, Instrument, etc.) and compare the XML output.
  • Encourage learners to draft a checklist of the API methods they used during the workshop.

Advanced automation teams

Audience

Platform or tooling teams adding DDI validation to CI/CD pipelines, who need configurable linting, reusable fragments and scripts.

Learning objectives

  • Customize lint profiles and configuration to match your organization's rules.
  • Automate validation as part of continuous integration.
  • Collect structured output that other systems can consume.
Session Focus Primary resources Checkpoints
Pipeline foundations (45 min) Run and customize validation Validate and lint, Lab 2 from the training exercises Teams can validate documents programmatically and from the CLI.
Fragment automation (30 min) Maintain reusable fragments alongside instances Authoring workflows, Fragment reuse lab Learners can create and validate DDI documents in automated workflows.
Service integration (45 min) Capture results for downstream tooling Command-line automation playbook, Build tools Participants can batch-validate files and capture structured output.

Extension ideas

  • Prototype a thin wrapper that uses ddi.open_ddi() and doc.validate() to expose validation results over HTTP.
  • Review the performance playbook when planning large batch operations.

Facilitation tips

  • Start each session by restating what the group should be able to do by the end of it.
  • Capture artifacts (terminal transcripts, JSON output, or notebook checkpoints) so teams can reuse them as onboarding references.
  • Ask for feedback after the final session; learners can use the "Learner feedback" issue template.