Capture and retain user department field after loan is anonymized

Description

Current situation or problem: The user record now has a core field of user department. Libraries will want to use that field for reporting purposes for anonymized loans. That means it needs to be included on the loan record, since after anonymization, you can no longer link back to the user record to find information. This is similar to how patron group is retained when the loan is anonymized.

In scope

  • adding a user department field to the loan record;

  • populating the department field with the patron's user department when the loan is created;

  • retaining the department field if/when the loan is anonymized;

Out of scope

  • Changes to the departments API

Use case(s)

  • Libraries want to anonymize loans, but also want to be able to produce annual reports about loan activity in specific academic departments.

Proposed solution/stories

Links to additional info

Questions

  • If a patron's user department changes after the item is loaned, should the department change on the loan record?

  • Should this feature also include displaying the user department on the UI for the loan, or is it sufficient for staff to go to the user's record directly if they need to see the department information?

Priority

Fix versions

None

Development Team

Vega

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

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TestRail: Results

Activity

Show:

Brooks Travis April 23, 2021 at 3:13 PM

 Do we want to link this to the Loans epic?

Details

Reporter

PO Rank

0

Front End Estimate

Large < 10 days

Front End Estimator

Front-End Confidence factor

20%

Back End Estimate

Large < 10 days

Back End Estimator

Back-End Confidence factor

20%

Rank: 5Colleges (Full Jul 2021)

R3

Rank: Cornell (Full Sum 2021)

R2

Rank: Chalmers (Impl Aut 2019)

R5

Rank: Mainz (Full TBD)

R5

Rank: MO State (MVP June 2020)

R2

Rank: U of AL (MVP Oct 2020)

R4

Rank: Lehigh (MVP Summer 2020)

R2

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Created April 9, 2021 at 3:53 PM
Updated February 29, 2024 at 12:19 PM
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