<!-- 
RSS generated by JIRA (1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d) at Fri Feb 09 00:13:05 UTC 2024

It is possible to restrict the fields that are returned in this document by specifying the 'field' parameter in your request.
For example, to request only the issue key and summary add field=key&field=summary to the URL of your request.
-->
<rss version="0.92" >
<channel>
    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-1120] Retain some patron information on anonymized loans</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1120</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Purpose:&lt;/b&gt; Retain patron information on anonymized loans for reporting purposes. The borrower ID should not be associated with the loan, but the patron group, statistical code, and custom fields (often used for indicating patron&apos;s department) should be, so that the library can track use by those fields. &lt;/p&gt;

&lt;p&gt;&lt;b&gt;High-Level Requirements for anonymization&lt;/b&gt; (across 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1085&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1085&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Automatically Anonymizing/Scrubbing Loan Data (through Settings)&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1085
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
, 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1120&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1120&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Retain some patron information on anonymized loans&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1120
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
, 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-447&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-447&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Retain loan and item information for closed loans with fees/fines&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-447
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
, 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-271&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-271&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Anonymizing/Scrubbing Loan Data (On Demand)&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-271
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
).&lt;br/&gt;
Due to privacy concerns (both legal and voluntary), many institutions anonymize loan data.  In other words, they remove identifying information about the patron (e.g. name and identifiers) from historic loans.  Other patron metadata (e.g. patron group) is retained for statistical reporting purposes.&lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;Loan scrubbing
	&lt;ol&gt;
		&lt;li&gt;Tenants should be able to determine a time period (specified in days) after which loan data will be anonymized (it should also be possible to not ever anonymize)&lt;/li&gt;
		&lt;li&gt;Ultimately, each &lt;em&gt;library&lt;/em&gt; within a tenant/institution should be able to set their own time period (not v1)&lt;/li&gt;
		&lt;li&gt;For institutions that don&apos;t anonymize for all users by default, we should offer the ability for &lt;em&gt;users&lt;/em&gt; to indicate whether they want their data scrubbed (not v1)&lt;/li&gt;
		&lt;li&gt;For a loan to qualify for scrubbing/anonymizing, it must:
		&lt;ol&gt;
			&lt;li&gt;Be closed&lt;/li&gt;
			&lt;li&gt;Not have any open fees/fines&lt;/li&gt;
			&lt;li&gt;Be old enough to trigger scrubbing
			&lt;ol&gt;
				&lt;li&gt;&quot;Old enough&quot; varies depending on if it has no closed fines/fees or not&lt;/li&gt;
			&lt;/ol&gt;
			&lt;/li&gt;
		&lt;/ol&gt;
		&lt;/li&gt;
		&lt;li&gt;When a loan record is scrubbed:
		&lt;ol&gt;
			&lt;li&gt;Any patron identifying information should be scrubbed from the loan record in the database.&lt;/li&gt;
			&lt;li&gt;The only patron information that should be retained includes:
			&lt;ol&gt;
				&lt;li&gt;Patron group&lt;/li&gt;
				&lt;li&gt;Status&lt;/li&gt;
				&lt;li&gt;Division/department (as of 5/14 RA SIG meeting)&lt;/li&gt;
				&lt;li&gt;&lt;del&gt;Branch/location (when implemented)&lt;/del&gt; Probably not, as of 5/14 RA SIG meeting - not patron info&lt;/li&gt;
				&lt;li&gt;Custom fields or tags (when implemented)&lt;/li&gt;
				&lt;li&gt;&lt;del&gt;Date enrolled?&lt;/del&gt; No, as of 5/14 RA SIG meeting&lt;/li&gt;
				&lt;li&gt;&lt;del&gt;Expiration date?&lt;/del&gt; No, as of 5/14 RA SIG meeting&lt;/li&gt;
			&lt;/ol&gt;
			&lt;/li&gt;
			&lt;li&gt;The scrubbed loan should no longer display on the patron&apos;s Loans page
			&lt;ol&gt;
				&lt;li&gt;But what about the Check in page?  Institutions that have opted not to save ANY loan history, still need to be able to see the items they just checked in (see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UICHKIN-10&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UICHKIN-10&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Check-in: Refinement&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UICHKIN-10
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 for details on what should display on the check in page).  We need to make sure this is considered in our implementation.&lt;/li&gt;
			&lt;/ol&gt;
			&lt;/li&gt;
			&lt;li&gt;Anywhere else closed loans may display, the scrubbed loan data should display without any patron identifying information&lt;/li&gt;
		&lt;/ol&gt;
		&lt;/li&gt;
		&lt;li&gt;IMPLEMENTATION NOTE: Many systems log anonymized loan data in a reporting table as soon as the transaction occurs&lt;/li&gt;
	&lt;/ol&gt;
	&lt;/li&gt;
&lt;/ol&gt;
</description>
                <environment></environment>
        <key id="10712">UXPROD-1120</key>
            <summary>Retain some patron information on anonymized loans</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10047">UXPROD-788</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="712020:e530422d-154a-4c37-b957-18a88051448e">Emma Boettcher</assignee>
                                                                <reporter accountid="712020:e530422d-154a-4c37-b957-18a88051448e">Emma Boettcher</reporter>
                                    <labels>
                            <label>anonymizing</label>
                            <label>cap-mvp</label>
                            <label>convo</label>
                            <label>gdpr</label>
                            <label>loans</label>
                            <label>po-mvp</label>
                            <label>q3-2019-spillover</label>
                            <label>sig-ra</label>
                    </labels>
                <created>Tue, 18 Sep 2018 14:56:24 +0000</created>
                <updated>Wed, 16 Sep 2020 21:05:54 +0000</updated>
                            <resolved>Tue, 24 Sep 2019 15:05:01 +0000</resolved>
                                                    <fixVersion>Q3 2019</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>8</watches>
                                                                <comments>
                                                            <comment id="13254" author="5af5ed55244bc90a106063c7" created="Wed, 5 Dec 2018 11:29:01 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3Ae530422d-154a-4c37-b957-18a88051448e&quot; class=&quot;user-hover&quot; rel=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; data-account-id=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; accountid=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; rel=&quot;noreferrer&quot;&gt;Emma Boettcher&lt;/a&gt;, since this isn&apos;t needed by Chalmers to go live, I switched the fix version to Q2 2019.&lt;/p&gt;</comment>
                                                            <comment id="13256" author="5af5ed55244bc90a106063c7" created="Wed, 13 Mar 2019 15:59:58 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3Ae530422d-154a-4c37-b957-18a88051448e&quot; class=&quot;user-hover&quot; rel=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; data-account-id=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; accountid=&quot;712020:e530422d-154a-4c37-b957-18a88051448e&quot; rel=&quot;noreferrer&quot;&gt;Emma Boettcher&lt;/a&gt; I am just switching these to Q3, as we are still focused on Chalmers go live plus stabilization.  If we have time after the capacity planning, we can bring these back in.&lt;/p&gt;</comment>
                                                            <comment id="13257" author="5d6eeadef989e00d8c7e897b" created="Fri, 29 Mar 2019 22:20:26 +0000"  >&lt;p&gt;Comment from the March Meeting : Anonymized- this should be move to the Anonymized features &lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10001">
                    <name>Cloners</name>
                                            <outwardlinks description="clones">
                                        <issuelink>
            <issuekey id="10216">UXPROD-271</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="47973">CIRC-327</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="11781">UXPROD-2062</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                    </issuelinks>
                <attachments>
                    </attachments>
                <subtasks>
                    </subtasks>
                <customfields>
                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10053" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Back End Estimate</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10124"><![CDATA[XXL < 30 days]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10054" key="com.atlassian.jira.plugin.system.customfieldtypes:userpicker">
                        <customfieldname>Back End Estimator</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>557058:b8e64633-1f7c-402d-9caf-9959a5ba5d0d</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    <customfield id="customfield_10000" key="com.atlassian.jira.plugins.jira-development-integration-plugin:devsummarycf">
                        <customfieldname>Development</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10057" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Development Team</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10143"><![CDATA[Concorde]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10014" key="com.pyxis.greenhopper.jira:gh-epic-link">
                        <customfieldname>Epic Link</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue key="$xmlutils.escape($text)">Loans</customfieldvalue>
                        </customfieldvalues>
                    </customfield>
                                                                                                                        <customfield id="customfield_10050" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Front End Estimate</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10098"><![CDATA[Large < 10 days]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10051" key="com.atlassian.jira.plugin.system.customfieldtypes:userpicker">
                        <customfieldname>Front End Estimator</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>557058:b8e64633-1f7c-402d-9caf-9959a5ba5d0d</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                    <customfield id="customfield_10063" key="com.atlassian.jira.plugin.system.customfieldtypes:float">
                        <customfieldname>PO Rank</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>110.0</customfieldvalue>
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                            <customfield id="customfield_10019" key="com.pyxis.greenhopper.jira:gh-lexo-rank">
                        <customfieldname>Rank</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>0|hzywnz:</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10071" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: 5Colleges (Full Jul 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10223"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10067" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Chalmers (Impl Aut 2019)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10204"><![CDATA[R2]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10068" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Chicago (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10208"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10069" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Cornell (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10213"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10070" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Duke (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10218"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10073" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: FLO (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10233"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10074" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: GBV (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10239"><![CDATA[R2]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                    <customfield id="customfield_10077" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Hungary (MVP End 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10253"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10078" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Lehigh (MVP Summer 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10258"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                    <customfield id="customfield_10089" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: TAMU (MVP Jan 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10318"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10091" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: U of AL (MVP Oct 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10324"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                    <customfield id="customfield_10076" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: hbz (TBD)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10248"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                <customfield id="customfield_10020" key="com.pyxis.greenhopper.jira:gh-sprint">
                        <customfieldname>Sprint</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10024" key="com.atlassian.jira.ext.charting:firstresponsedate">
                        <customfieldname>[CHART] Date of First Response</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>Wed, 5 Dec 2018 11:29:01 +0000</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10025" key="com.atlassian.jira.ext.charting:timeinstatus">
                        <customfieldname>[CHART] Time in Status</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                    </customfields>
    </item>
</channel>
</rss>