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Diagram titled "Core Elements of Citable and Discoverable Research Software": six hexagons in two groups. Blue (Citable): Release and DOI, CITATION.cff, and License. Green (Discoverable): Metadata and Topics, README and Docs, and Public Archive.{ alt='Diagram titled "Core Elements of Citable and Discoverable Research Software": six hexagons in two groups. Blue (Citable): Release and DOI, CITATION.cff, and License. Green (Discoverable): Metadata and Topics, README and Docs, and Public Archive.' style='padding: 2%; max-width: 760px'}

About This Lesson

This lesson teaches the practical steps that make research software citable, discoverable, and reusable: choosing an open-source license, adding a CITATION.cff file, minting a DOI for a versioned release, and improving metadata to help people find and credit the software. An optional final episode covers reproducible environments with pixi. Together these steps map to the FAIR principles for research software (FAIR4RS).

It is written first for library, OSPO, and scholarly communications staff and other research support professionals who help researchers make software count as scholarly output. Each episode also carries a "Supporting others" thread for that consulting work. Researchers who write code and want to make it citable themselves will find the same steps apply directly to their own repositories.

Learners work in the browser, making small, high-value improvements to a real GitHub repository, and leave with both a citable project and a reusable way to advise others.

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How This Lesson Works

You'll work in your web browser, in your own fork of a small demo repository. Each episode adds one piece to your fork: a license, a citation file, a release with a DOI, then richer metadata. By the end you'll have a complete, citable repository you built yourself.

The upstream repository maintains a set of view-only reference branches (02-add-license, 03-add-citation, 04-create-release, 05-add-metadata) that show the target state after each episode. If you fall behind or want to check your work, open the matching branch in GitHub's branch dropdown and compare.

The only episode that needs software installed on your computer is the optional pixi episode at the end. Everything else runs in the browser. See Setup to get ready.

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Learning Objectives

After completing this lesson, learners will be able to:

  • explain why research software should be cited and attributed.
  • add and validate a CITATION.cff file in a GitHub repository.
  • choose and apply an appropriate open-source license.
  • improve software discoverability through documentation and metadata.
  • understand how packaging tools like pixi can support usability and reproducibility.
  • describe how these practices support FAIR principles for research software.
  • identify small, high-value improvements that increase the visibility and impact of their software.

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Prerequisites

For the core lesson, you need only a GitHub account and a web browser. Before beginning, it helps to be able to:

  • navigate GitHub in a web browser (view and edit files, open issues).
  • recognize basic Git concepts such as commits and repositories — you will not run Git locally.
  • edit plain-text files.

You don't need any prior experience with software packaging, metadata standards, or licensing.

The optional final episode on reproducible environments with pixi is the only part that requires software installed on your computer. See Setup for both tracks.

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Acknowledgment

This lesson is derived from the Building Better Research Software curriculum, created by Sarah Gibson, Aman Goel, Toby Hodges, Sarah Jaffa, Kamilla Kopec-Harding, Aleksandra Nenadic, Colin Sauze, and Sarah Stevens.

A full citation and DOI for the original lesson appear on this lesson's Cite This Lesson page, automatically generated from the repository's CITATION.cff file.

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