Fees/Fines (UXPROD-792)

[UXPROD-1853] Future Fees/Fines: Scrub loan and item information from fee/fine records Created: 08/Jul/19  Updated: 06/Dec/22

Status: Draft
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: None
Parent: Fees/Fines

Type: New Feature Priority: TBD
Reporter: Emma Boettcher Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: PMP, Unassigned-from-Holly, feesfines, loans, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UIU-1421 Determine what to do about not handli... Closed
relates to UIU-1839 Change Fees/Fines History 'Loan detai... Closed
relates to UIU-1840 Change Fee/Fine Details 'Loan details... Closed
relates to UXPROD-447 Retain loan and item information for ... Closed
relates to UXPROD-3659 Address fees/fine issues related to v... Closed
relates to UXPROD-2646 Future Fees/Fines: Delete fee/fine da... Draft
Potential Workaround: None. Not ranked by every institution, but I would anticipate that this would be not needed for some and go live for others,
Epic Link: Fees/Fines
Front End Estimate: Medium < 5 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Holly Mistlebauer
Development Team: Vega
PO Rank: 74
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R5
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R5
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Mainz (Full TBD): R2
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R5
Rank: U of AL (MVP Oct 2020): R4

 Description   
Update on September 3, 2020

Holly presented this topic to the RA SIG on September 3, 2020. See her slide deck at https://docs.google.com/presentation/d/1gCwAlZ-UTUHj_65EshjHRKcIu0oFLIDPijqvJzS1nXw/edit?usp=sharing (with decisions documented in blue text). We need to "scrub" fee/fine data in two ways:

  1. Scrub the loan information X intervals after the fee/fine has been closed (which is covered by UXPROD-1853 Draft ).
  2. Delete the fee/fine record X intervals after it has been closed (which is covered by new feature UXPROD-XXXX).

When a loan has incurred a fine, some institutions may want to remove item and loan information from the fine, in order to be compliant with legal requirements and protect the patron's privacy.

From previous feature:

  1. Fee/fine scrubbing
    1. Fees and fines are always related to users
    2. Many fines are also relate to loans and you can see loan data on the fee/fine details page: https://drive.google.com/drive/folders/0By8ccf5VV4EWblRhS015b21kNFk
    3. So, in order to fully anonymize historical loan data, we need to also scrub the loan data from the fee/fine record
    4. Many systems apparently don't do this but they should
    5. But institutions don't want this to happen automatically - they would like to be able to control this independently
    6. So, if an institution chooses to scrub loan data after, say, 30 days, they should be given the option to scrub fee/fine data at that time, as well
    7. When a fee/fine record is scrubbed:
      1. All identifying information related to scrubbed loans should be scrubbed from the fee/fine record in the database. Specifically:
        1. Title
        2. Barcode
        3. Call number
        4. Location?
        5. Material type?
        6. Loan type?
      2. All scrubbed loan/item data will display as "scrubbed" (or "anonymized"?) in the UI for fee/fine details and fee/fine list
      3. The link to Loan details from Fees/Fines History will display as "Loan details (anonymized)" (handled by UIU-1839 Closed )
      4. The link to Loan details from Fee/Fine Details will display as "Anonymized" (handled by UIU-1840 Closed )


 Comments   
Comment by Erin Nettifee [ 09/Jul/19 ]

Duke can wait for this up to a year.

Comment by David Bottorff [ 09/Jul/19 ]

Chicago can wait for this up to a year.

Comment by Cate Boerema (Inactive) [ 29/Jul/19 ]

Hi Emma Boettcher can you please give this a PO rank?

Comment by Marie Widigson [ 18/Feb/21 ]

Although Chalmers is not using fees/fines we're changing our handling of overdue books now and will be using the status Aged to lost, and a fake fee. As anonymizing all closed loans is a legal demand (GDPR) we change our ranking to R2.

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