“Managing Data for Patron Privacy” is Here!

I’m thrilled to announce that my second book is officially out! I’m pleased to share the book “Managing Data for Patron Privacy: Comprehensive Strategies for Libraries“, which was co-written with the amazing Becky Yoose and published by ALA Editions.

Cover of the book "Managing Data for Patron Privacy" surrounded by lock, folder, and laptop icons on a blue background.

Summary: Libraries are not exempt from the financial costs of data breaches or leaks, no matter the size. Whether from a library worker unwittingly sharing a patron’s address with a perpetrator of domestic violence to leaving sensitive patron data unprotected, patrons can also pay a hefty price when libraries fail to manage patron data securely and ethically. In Kristin Briney and Becky Yoose’s new guide “Managing Data for Patron Privacy: Comprehensive Strategies for Libraries,” published by ALA Editions, readers will learn concrete action steps for putting the ethical management of data into practice, following two common public and academic library cumulative case studies. The authors explore such key topics as:

  • succinct summaries of major U.S. laws and other regulations and standards governing patron data management;
  • information security practices to protect patrons and libraries from common threats;
  • how to navigate barriers in organizational culture when implementing data privacy measures;
  • sources for publicly available, customizable privacy training material for library workers;
  • the data life cycle from planning and collecting to disposal;
  • how to conduct a data inventory;
  • understanding the associated privacy risks of different types of library data;
  • why the current popular model of library assessment can become a huge privacy invasion;
  • addressing key topics while keeping your privacy policy clear and understandable to patrons; and
  • data privacy and security provisions to look for in vendor contracts.

On a more personal note, this will probably always be “the COVID book” in my mind as I got the request to submit a proposal for what would become this book the week after the USA shut down in March 2020, I caught COVID halfway through writing the book and wrote half of my chapters while dealing with long COVID, and caught COVID again the week the book was published. The last two years have been absolute roller coasters but I could not have asked for a better partner to bring this project to light than Becky. I’m so incredibly proud of what we did together. I hope that you all find value in the book and buy a copy so that us two ex-Wisconsinites can afford to get The Good Cheese shipped to the west coast.

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Should Researchers Use a Standard Folder Structure?

I love to teach people about data management and file organization, but I tend to talk mostly about file naming conventions and ISO 8601. These two strategies are incredibly helpful in keeping files organized and easy to find, but file organization also has a role.

My usual thoughts about file organization are to have a logical way to organize your files and to put files in the correct folders. Coupled with strong file naming conventions, having some established folder system usually works well enough and is flexible to account for the wide variety of data types.

That said, I’ve been reading a couple data management resources recently – “Managing your Research Data and Documentation” by Kathy Berenson and Towards a Standardized Research Folder Structure on the Gen R Blog – that recommend a specific folder organization structure for research files and data. For example, they advocate for having a folder for each project with separate defined folders for primary data, data analysis, and data dissemination, in addition to having other folders for content like grant administrata, etc. These two resources outline folder templates, though the proposed structures aren’t identical.

The recommendation to use a specific folder structure for research data and files has me thinking about the value of such templates for research. On one hand, it’s incredibly useful to having a defined and well organized hierarchy to manage and find content. On the other hand, research is very heterogenous by nature and no one folder structure template is guaranteed to work for all types of research.

I keep coming back to the fact that data management skills are a toolkit and you use the tools you need to make the work easier and leave the rest. I don’t think there is one right answer when it comes to folder organization, but having an established structure may be beneficial to many researchers. As I teach file organization in the future, I plan to use the recommendations from Berenson and the Gen R blog as examples for people to follow if they choose.

I’d love to hear from others if you would find a standard file structure useful in your research?

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Wrapping Up

I’ve had two giant projects finish up in the last month and am already feeling their loss. The first project is the Data Doubles project, which I’ve been working on in one form or another since 2017. This team been an amazing group to work with and I will sorely miss our fortnightly group meetings.

Part of wrapping up the Data Doubles project involved creating a pile of outputs to share our research results with the world. I will summarize this content here and I hope you check some of it out.

If you are interested in what students think about the privacy of their data held by the university and the university library, I encourage you to check out:

If you would like to reproduce our research at your own institution, we created a Toolkit of our research protocols that is shared in our OSF repository. These file are available under a CC BY-NC license, with the exception of our survey which is available under a CC BY-NC-ND license. The best place to get started with the Toolkit is with the Toolkit README file.

We also recently published the results of our survey (project phase 2) in Library Quarterly:

  • Asher, A., Briney, K. A., Jones, K. M. L., Regalado, M., Perry, M. R., Goben, A., Smale, M., & Salo, D. (2022). Questions of trust: A survey of student expectations and perspectives on library learning analytics. Library Quarterly, 92(2), 151-171. https://doi.org/10.1086/718605

Finally, there will be more Data Doubles publications in the future, including an article on our data management planning (we had four DMPs) that is currently under review.

Besides wrapping up the Data Doubles project, I recently finished writing my second book, Managing Data for Patron Privacy, written with Becky Yoose. The book is currently at the printer and will come out in a couple months. I will definitely write up a post about it once it’s available!

With the Data Doubles project and the book done, I’m looking forward to having a little bit of quiet before I start on any new big adventures.

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Book Review: The Book of Trees & The Book of Circles

This post is a review of a pair of related books, The Book of Trees: Visualizing Branches of Knowledge and The Book of Circles: Visualizing Spheres of Knowledge, both by Manuel Lima. I ran across these on a list of the best data visualization books and decided to check them out.

I’m reviewing the two books together because they provide parallel showcases of two visualization patterns: trees and circles. In structure and design, the books are obviously related with only the content being different between the two. One book is a collection of hierarchical visualizations and the other a volume full of round visualizations.

The two books are laid out identically. There is an introductory chapter describing the importance of the tree/circle iconography throughout history, followed by sections containing a wealth of images that are grouped by the author’s tree/circle taxonomies (more on that in a moment). There is no narrative in the latter sections; rather these sections are made up of a huge array of full-color examples from hundreds of years ago through modern day, each with a citation and short description.

The author classifies trees and circles into different structural types, called taxonomies, which both divide the book into discrete sections and help the reader interpret the visualizations. In the tree book, for example, there are sections on figurative trees, horizontal trees, radial trees, and rectangular treemaps, among others, each with its own taxonomic description and wealth of examples. This taxonomic structure provides the reader with a deeper way to engage with the overall visualization pattern and reflect on when one taxonomic structure would be preferable to another.

The timescales spanned by the visualizations in these books are a big part of their appeal. Seeing a diagram from a hand-scribed manuscript next to an AI-generated image reinforces trees and circles as archetypes for structuring information, while also demonstrating the range of styles that can be present within these archetypes. The images themselves visualize all types of information and the only similarity is in the structure of the display.

Examples from The Book of Circles of wheel and pie diagrams: a wheel of moral struggle from the 13th century (left), book artwork from 2007 (top), gold-ion collision data from Brookhaven National Lab (bottom middle), and a visualization of pi from 2012 (bottom right).

There are a couple difference between the two books. The circles book is both larger in size and about 50 pages longer. The organization of images also differs between the books; the tree examples are arranged from oldest to newest within taxonomic groups, while the circle examples are grouped by substructure within a taxonomic group with little regard for age. The circles book also veers into art, architecture, and maps, while the tree examples are more traditional data visualizations (though both contain dated attempts to rationalize the world through philosophy). I think I prefer the tree book for two reasons: 1) I’m more likely to visualize hierarchical information, meaning these images are more applicable to my work; and 2) I sometimes find circular visualizations difficult to interpret even though the images are still inspiring.

I’m really happy to have both books in my library alongside other my visualization books. At list prices of $30 (trees) and $40 (circles), they’re nice to have but not critical additions to a visualization collection. If you’re not a visualization or art history nerd, I recommend seeing if your local library has copies if you are looking for visualization inspiration or just some interesting imagery.

Overall, these books balance art, history, and data visualization in beautiful packages. They will not teach you how to visualize nor provide you with examples of the “best” visualizations. Rather, they provide deep views into two visualization families – trees and circles – and inspire you to think deeply about their history and use.

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Life in the Time of COVID

Year 3 of this pandemic is quickly approaching and one might think we’d be getting used to being in these “unprecedented times.” And yet the last several months have been extra challenging for me, particularly as a parent of small children (one of whom cannot be vaccinated yet). So this blog has been silent as my focus has been simply to get through the weeks with everyone being healthy and safe.

The good news is that I have a bunch of new stuff to talk about in 2022, including my second book which will be published this summer! I’ll write about everything in future posts, but for now I want to circle back to my handwoven COVID visualization from last year.

In January 2022 I wrote up a post for the Data Visualization Society’s blog, the Nightingale, that goes beyond the mechanics of the visualization to discuss how central my emotions and my anxiety were to creating my 2020 COVID visualization. With a little distance between finishing the visualization and now, it became clear to me that having an outlet for my pandemic-induced feelings was a critical, if yet untold, part of the visualization. I’m glad to finally be able to put into words what was originally only subconscious thoughts.

As a result of my post with the Nightingale, I was invited to participate in the COVID Calls podcast, which I’m sharing here:

In addition to discussing the visualization, I also share some of my thoughts as a science librarian and show off a couple hexagons from the 2021 edition of the visualization. Expect the 2021 visualization to appear on the blog later this year once I finally finish it.

That’s what I have for now: I’m still here and will be back with more exciting content soon.

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Book Review: Better Posters

Pelagic Publishing (disclaimer: they published my book “Data Management for Researchers”) asked if I wanted to review their new book, “Better Posters: Plan, Design, and Present an Academic Poster,” and sent me a review copy to read.

Cover of book "Better Posters: Plan, Design, and Present an Academic Poster"

As a mid-career librarian and an ex-chemist, I’ve done my share of poster sessions both at library and scientific conferences. Though I’ve always enjoyed conversations during poster sessions, they’ve never been my favorite way of communicating my work. The book “Better Posters: Plan, Design, and Present an Academic Poster” by Dr. Zen Faulkes has me rethinking the value of posters within the scholarly dialog and wanting to make a poster for my next conference.

What impressed me the most about “Better Posters” is its breadth. Not only does the book cover a range of design topics for those creating posters, but it also provides tips for someone attending their first poster session (e.g. how they work and how to make a plan for what to see) and someone organizing a poster session (e.g. providing enough physical space and what poster presenters need to know ahead of the conference). The content for poster designers makes up the majority of the book and covers topics such as: choosing a good title, refining your narrative, working with digital images, picking good fonts, making understandable charts, color theory, layout basics, test printing, and more. Many of these chapters are short (and some of them, like chart design, could be entire books of their own) but Faulkes provides enough material in the context of the scientific poster to lay a solid foundation.

This book makes the case for a streamlined poster style with less text and one central message. This design philosophy underscores the entire book, from picking an easy-to-understand title (a poster is not a TV mystery, so don’t make the reader guess what the point is) to choosing font styles and sizes that are easily readable from 6 feet away. Faulkes also underscores that most people spend only 5 minutes interacting with a poster, so poster designers really need to hone in on the key message and make content as understandable as possible. As Faulkes occasionally reminds us, a poster is not a paper and doesn’t have to tell every detail; he then gives lots of tips for trimming content. That said, the book does not shy away from the unusual, covering: e-posters, interactive paper posters, posters with 3D images, how to handle videos, and various craft projects that can be done with retired posters.

I particularly love the first chapter of the book – all of 3 pages – which gives a set of quick-and-dirty guidelines for making a “perfectly respectable” poster. For the poster creator in a hurry, it’s nice to have some simple guidelines to start from, giving more time to work one’s way through the rest of the book. This type of practical advice carries throughout the book, augmented by touches of humor and an easy-to-read writing style.

I also really like that Faulkes weaves accessibility into topics throughout the book. This includes everything from providing enough space for wheelchairs during a poster session to picking good colors for your poster to making a shared poster file screen-reader friendly. He also acknowledges that poster sessions can be venues for creeps, admonishes attendees to not engage in an array of improper behavior, and suggests ways for a presenter to develop an “exit strategy.”

All of this content is accompanied by a large number of illustrations demonstrating good and bad design, as well as several examples of posters from the author and other scientists. Many of Faulkes’ recommendations have to be visualized to be understood so the full-color illustrations are really essential to conveying the book’s message.

Beyond the content, the books itself runs about 300 pages and is pretty solid in size without being unwieldy. I was particularly impressed by the thick glossy paper which highlights the full-color images and colored headers; the better quality paper is noticeable and really nice. Finally, the publisher lists the price at 30 GB Pounds/42 US Dollars, which puts it on the affordable end of academic books and a great price for such depth of content.

All in all, “Better Posters” aims to be a definitive reference on the academic conference poster, a format that is often overlooked within scholarly communication, and I think it succeeds. You could hand this book to a new graduate student creating their first poster and know that they’ll get a solid foundation in poster design; even practiced poster makers will learn things from this book. This book should be in the library of any university with a graduate program or on the shelf of any researcher who makes research posters/oversees students who make research posters.

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