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Privacy Risk Assessment

Training Outline

  1. Start by introducing the concepts of personas and threat modeling, using the “What is a Persona?” information sheet and “Threat Modeling” worksheet.
  2. Pass out two Threat Modeling worksheets to each staff.
  3. As a group, complete the Threat Modeling Worksheet using one of the six personas. The Threat Modeling Worksheet covers the following questions: 
    • What do you want to protect?
    • Who do you want to protect it from?
    • How likely is it that you will need to protect it?
    • How bad are the consequences if they fail?
    • How much work are you willing to do to protect it?
  4. Break into smaller groups. Each group will be given a different persona and asked to complete their other Threat Modeling Worksheet for this persona together. 
  5. After every group has completed the worksheet, each group will go around and present the persona they were given and the threat model that they created. 
  6. As groups present, the larger group should discuss their takeaways from the activity.
    • Example Discussion Questions
      • Did each group identify and address all threats to patron privacy?
      • Are there ways to address this threat other than the one proposed by the presenting group?
      • What skills do library staff need to have in order to do threat modeling?
      • How is this activity helpful? How does doing this activity prepare you to act in the moment?

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Scaling Privacy Conversations

Training Outline

  1. Start by introducing the concept of personas using the “What is a Persona?” information sheet.
  2. Provide each staff member or each group a persona handout and its matching script to read. 
  3. After the staff have had a chance to fully explore these materials, lead a discussion focusing on the following questions: 
    • How do you scale your explanation of the privacy issue depending on the amount of time you have with the patron? 
    • How do you set expectations with the patron after assessing the amount of time you are both able to spend on this? 
    • What would you do if you had 5 minutes to help the patron? What would be the key takeaways you want them to have? What would be different if you had 30 minutes? What if they have signed up for a regular course and are frequently at the library?
    • What materials/resources would you direct the patron to so that they can learn more?

Example:

Using the persona and script for Julia, answer the following:

  • What would you do if you had 5 minutes to help Julia? What would be the key takeaways you want her to have? 
    • E.g., Give her a handout or a link to our website to learn more.
  • What would you do if you had half an hour? 
  • What if she’s signed up for a regular course and is frequently at the library?
  • Help Julia determine her number one priority from this interaction:
    • Is it really the password?
    • Is it that she doesn’t know how to use Indeed to find jobs?
    • Is it that she wants help with her resume?
  • Help Julia understand the different affordances of using the smartphone vs the computer.
  • Offer to get Julia on to a computer when she has more time:
    • When explaining the features of Indeed, also explain the privacy concerns that come with uploading her resume to Indeed.

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Handling Everyday Patron Interactions

Training Outline

Option A: Act it Out

This Training is Appropriate for:
Group, Onboarding, One-on-One
  1. Introduce the concept of personas using the “What is a Persona?” information sheet. 
  2. Provide the staff with the persona handout and script that will be used for this training session.
  3. Ask the staff to act out the script. Alternatively, this can be done table-read style, where each person reads a different character, but does not have to stand/act out the scene. These roles can be assumed by the facilitator or the library staff.
  4. During the readthrough/role-playing, have staff model how they would respond to the needs of the patron. 
  5. Provide feedback to the staff on expectations/policies in place and outline what staff can and cannot do to help the patron.
  6. If this is done in a group, the audience can participate in the conversation/feedback session.

Option B: Table Read

This Training is Appropriate for:
Group, Onboarding, One-on-One
  1. Introduce the concept of personas using the “What is a Persona?” information sheet. 
  2. Provide the staff the persona handout and script that will be used for this training session. 
  3. Read the script with the new staff. The facilitator will take the role of the patron (persona), while the staff takes the role of the library staff.
  4. After reading the script, ask the staff person to think about the unique challenges presented to them in the given situation. For example,
    Challenge for onboarding staff: How can library staff help a patron that wants the staff member to fill out medical forms on their behalf? 
    • Possible solution: Provide the new staff member a blank handout for filling in local resources, where they help patrons complete forms. Shows the staff member how to research and identify some of the local agencies that can help patrons with their needs that extend beyond the library capacity. The new staff member learns how to find resources to direct patrons for more help, how to discuss with patrons the privacy concerns they have for the patron, and reasons why they cannot help with a certain task. They can explain that the privacy of the patron is more protected if they go through the given local agencies. In this way, the staff member starts to create a ready reference menu/path for them to refer to while on the job. This can be an ongoing task for the first few weeks of their onboarding.

Option C: Independent Reading with Staff Discussion

This Training is Appropriate for:
Group, Onboarding, Continuing, One-on-One
  1. Introduce the concept of personas using the “What is a Persona?” information sheet. 
  2. Provide each participant or a group of participants a persona handout and its matching script to read. 
  3. After the staff have had a chance to fully explore these materials, lead a discussion focusing on [examples in brackets for the Julia persona]:
    • What are the steps/measures to take to protect the privacy of the patron? [let patron know they should not share their password with anyone, including a library staff member; etc.]
    • What are the policies that are in place to guide staff as they work with this patron? [Policies that do not allow you to touch the device of the patron, etc.]
    • How can staff help patrons have situational awareness about protecting their privacy when using a public library? [is the patron aware that there are people walking around behind them, therefore even more reason for them not to say their password aloud, etc.]
  4. During the discussion, each staff member will share their answers given the persona and script they were assigned. Staff members discuss why there are different privacy issues and approaches to handling them given each context.

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Addressing Patron Privacy Concerns

Training Outline

Activity A

This activity is appropriate for:
Continuing, Independent
  1. The staff member will read the “What is a Persona?” information sheet. 
  2. The staff member will read the persona for the associated video, then watch the video. The video shows a scripted scenario associated with that persona.
  3. At the end of the video, the staff member is given a “Takeaways” worksheet to evaluate takeaways and brainstorm how they would take a different approach in helping to solve the patron’s problem.
  4. Staff can discuss their takeaways with a supervisor.

Activity B

This activity is appropriate for:
Continuing, Group
  1. Each staff member will read the “What is a Persona?” information sheet independently. 
  2. Each staff member watches a video of a different persona/script and reads the persona for that video during their training time for the week. 
  3. They post their takeaways from each scenario to a virtual discussion board which the facilitator can set up and comment on each other’s takeaways.

Activity C

This activity is appropriate for:
Continuing, Group
  1. Each staff member will read the “What is a Persona?” information sheet independently. 
  2. Each staff member watches a video of a different persona during their training time for the week. 
  3. They come together at the weekly staff meeting and briefly discuss their takeaways from each scenario with each other.

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Customizing Privacy Conversations

Training Outline

  1. Start by introducing the concept of personas using the “What is a Persona?” information sheet.
  2. Provide each staff member with a persona handout and its matching script to read. 
  3. After the staff have had a chance to fully explore their given persona and script, lead a discussion focusing on patron privacy concerns. Staff will discuss how to respond to the specific privacy concern in the script for their patron persona. The facilitator will then ask staff (in a group or individually) to discuss how they would modify their discussion with a different type of patron. For example, how would you discuss the importance of password protection with: 
    • A child
    • A non-native English speaker or immigrant
    • Someone with a hearing impairment
    • Elderly couple
    • Someone with a cognitive impairment
    • University student 
  1. The facilitator will discuss the importance of adapting the messaging given the patron. Who are you trying to serve? How do you match the needs of the person?

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Technological Solutions to Protect Patron Privacy

Training Outline

  1. Distribute sticky notes and preferred writing utensils to each member of the team. Make sure everyone has at least 5-10 sticky notes.
  2. Introduce the concept of personas using the “What is a Persona?” information sheet. Explain the persona being used in this activity (Anthony). Give staff time to read through the persona and the script provided. [Note to facilitator: The sticky noting activity outlined here uses the Anthony persona. The questions used for this activity are specific to his persona and script. If another persona and script are used, the brainstorming questions provided below should be customized for that persona and script.]
    1. [OPTIONAL, adds 5-10 minutes] Ask for volunteers to read (role play) the script to the rest of the group. 
  3. Ask staff to think about the following question: What can we do as a branch with our technologies to help Anthony achieve his objectives? 
  4. Team members will brainstorm solutions for this question.
  5. Have staff write their answers on sticky notes. Staff can write more than one answer, but they will need to write one idea per sticky note. Examples could include: 
    1. Set up privacy configurations on the public computers.
    2. Make DuckDuckGo the default browser on public computers.
  6. As notes are written, one facilitator should collect them. 
  7. Another facilitator arranges the sticky notes on a large vertical surface, grouping notes with similar ideas.  This allows patterns to emerge – and emphasizes areas for future work.
  8. Draw large circles around each grouped cluster/theme of sticky notes and label the themes/categories.
  9. Once everyone is finished brainstorming, give a brief description to the entire team of the “Big Idea” themes you see emerging in the sticky notes (see this Example of Building Big Idea themes). At this time, team members can clarify their ideas and shift categories/clusters.
  10. Ask the next question: What resources could we provide Anthony to help him make an informed decision? Examples could include: 
    1. Identifying reliable sources to use, such as Consumer Reports or Kelley Blue Book
  11. Repeat the process of collecting and organizing the sticky notes for the second question. 
  12. Give a brief description of the “Big Idea” themes you see emerging in the sticky notes. Ask staff if they have any questions or if they disagree with anything that has been said. 
    1. [OPTIONAL, adds 10-20 minutes] Introduce the other personas and their needs. Lead a discussion on the question: What different resources would be needed for these patrons?

*Sticky noting activities work best when there are two facilitators; one person walks around the room to collect notes while a second person organizes the notes into themes/categories.

Note: This activity was adapted from an activity designed by Dr. Beth Bonsignore, Director of the UMD KidsTeam.

Selected References: 

Fails, J.A., Druin, A., Guha, M. L., Chipman, G., Simms, S., Churaman, W. (2005). Child’s Play: A Comparison of Desktop and Physical Interactive Environments.  In Proceedings of the Interaction Design and Children Conference (pp. 48-55) New York: ACM. https://doi.org/10.1145/1109540.1109547

Knudtzon, K., Druin, A., Kaplan, N., Summers, K., Chisik, Y., Kulkarni, R., et al. (2003). Starting an intergenerational technology design team: A case study. In Proceedings of the Interaction Design and Children Conference (pp. 51-58). New York: ACM. https://doi.org/10.1145/953536.953545

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Ethical Considerations When Helping Patrons

Training Outline

  1. Start by introducing the concept of personas and explaining the persona being used in this activity (select one). Give staff time to read through the persona and the script provided.
  2. [OPTIONAL, adds 10 minutes] Ask volunteers to read (or role play) the script to the rest of the group.
  3. After the staff have had a chance to fully explore the persona and script, the facilitator will lead a discussion focusing on the ethical considerations that arose in the script:
    • Anthony: How much help and effort should library staff offer when it comes to making big financial decisions?
    • Josué: How much help and advice should library staff offer to Josue when it comes to protecting his privacy online but still being vocal about his political beliefs?
    • Simone: How much should library staff help minors manage their privacy online? 
  4. After you have talked about the question above, ask staff about more general ethical questions:
    • How do we give advice without being preachy? 
    • How do we remain neutral? Are libraries neutral? Should we?
    • Are there any alternatives we can provide to prevent patrons from making bad decisions?
  5. If you are well acquainted with the patron, does this affect how much advice you give?
  6. How does the patron’s age affect the level of help and advice staff give? What if the patron is 8? What if the patron is 80?

Note: For this activity, we have provided some suggested example prompts for Anthony, Josué, or Simone. However, this activity can be completed with any persona and script, but prompts will need to be customized for those scenarios.

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How to Create Your Own Personas

Workshop Outline

Session 1: Introduction to Creating Personas

Note: Before planning this workshop, facilitators should decide what type of information gathering activity they want staff to engage in. They can choose to have staff document patron interactions for a decided period of time on the data collection worksheet and use this to craft personas. Alternatively, facilitators can decide to draw on past experiences staff recall having with patrons to craft personas. 

  1. Introduce the concept of personas using the “What is a Persona?” information sheet.
  2. Provide staff with a persona handout and its matching script to read.
  3. Discuss the utility in creating personas and scripts that are specific to your library community. Distribute “How to Create Your Own Persona” information sheet.
  4. Review the information gathering and analysis section with staff and specify which method staff will use (options 1-4).
  5. Instruct staff to bring back their “Data Collection” worksheets or notes on patron interactions to the next workshop session.

Session 2: Sharing Information Gathered and Developing Persona Descriptions

  1. Take some time to have staff share about their patron interactions. 
  2. Discuss patterns and reoccurring situations and patron traits.
  3. Categorize the patron traits into 5-6 patron personas.
  4. Divide staff into groups. Assign each group a persona and a situation that matches their persona. Give groups the blank Persona Template.
  5. Have each group develop their persona using the Persona Template and the “Developing the Persona Descriptions” section of the “How to Create Your Own Persona” information sheet.
  6. Once the persona is complete, the group should use their persona’s privacy issue to craft a scripted scenario using the “Scripting and Creating Scenarios” section of the “How to Create Your Own Persona” information sheet.

Session 3: Achieving Consensus*

  1. A third session can be convened to allow for groups to share their personas and scripted scenarios. Groups can give feedback to help refine each other’s personas and scripts. 
  2. Other staff who were not involved with the creation of the personas and scripted scenarios should also have the opportunity to give feedback on these materials before they are finalized and used for library training activities.

*The tasks associated with session 3 do not have to be completed as a synchronous session. The solicitation of feedback can be completed in other forms. However, it is important to solicit feedback in some fashion in order to ensure consensus before finalizing personas and scripted scenarios.