Loans (UXPROD-788)

[UXPROD-2217] Improvements to anonymized loans Created: 23/Dec/19  Updated: 29/Nov/22

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Loans

Type: New Feature Priority: TBD
Reporter: Emma Boettcher Assignee: Cheryl Malmborg
Resolution: Unresolved Votes: 0
Labels: anonymizing
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIU-1043 Show patron group on an anonymized loan Open
is defined by CIRC-383 View anonymized loan by loan ID Closed
is defined by CIRC-406 SPIKE: Trigger anonymization of loans... Draft
is defined by CIRC-328 Backend for UIU-1044: Show item and l... Draft
is defined by UIU-1966 Revise loans URL to not include user ID Draft
is defined by UICHKIN-99 Anonymized closed loans at check in Blocked
is defined by UIU-1044 Show item and loan information on ano... Blocked
Epic Link: Loans
Development Team: None
PO Rank: 40.7
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: MO State (MVP June 2020): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

Current situation or problem:

  • Once a loan has been anonymized, users cannot view it in the interface unless they have an existing link
    • Existing links have the borrower's user ID
  • Tenants can configure anonymization to happen when the item is checked in, but also configure check in receipts to be sent for items - can anonymization in that case be delayed until after check in receipt has happened?
  • The anonymize loans button on a user's closed loans requires no confirmation, and users may accidentally click it and delete data

In scope

  • View anonymized loans in interface
    • display non-anonymized information about borrower (patron group)
    • remove borrower's user ID from URL (for all loans, not just anonymized ones)
  • send check in receipts before loans are anonymized, and anonymize them as scheduled after
  • warn users before anonymizing loans manually

Out of scope

Use case(s)

  • Following link from circulation log

Proposed solution/stories

Links to additional info

Questions

  • What is current status of check in receipts vs. anonymization? Is anonymization delayed until after check in receipts are sent, delayed indefinitely, or neither?

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