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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
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    <language>en-us</language>    <build-info>
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        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-1790] Preferred name on user records and display thereof</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1790</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Periodically (frequency will vary by country/culture), a patron will have a preferred name (&quot;nick name&quot;) that differs from their first name.  Some patrons will want to specify a preferred pronoun (&lt;a href=&quot;https://en.wikipedia.org/wiki/Third-person_pronoun#Preferred_pronouns&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://en.wikipedia.org/wiki/Third-person_pronoun#Preferred_pronouns&lt;/a&gt;), as well.&lt;/p&gt;

&lt;p&gt;These patrons would like to be addressed according to the above name and/or pronouns in verbal and written communications and FOLIO doesn&apos;t currently support the collection or use of these name preference fields.  &lt;/p&gt;

&lt;p&gt;Use cases:&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;Circ staff should call patron by preferred names and pronouns when interacting during check in or check out at circ desk&lt;/li&gt;
	&lt;li&gt;Patron notices should refer to patron by preferred names and pronouns&lt;/li&gt;
	&lt;li&gt;Other?&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;Current thinking on design: &lt;a href=&quot;https://drive.google.com/file/d/1ZUNHUrCouLXV-P_F04EY_QVT9m3iMMqH/view?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/file/d/1ZUNHUrCouLXV-P_F04EY_QVT9m3iMMqH/view?usp=sharing&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;This feature was raised at the June 2019 FOLIO face-to-face meeting in DC: &lt;a href=&quot;https://docs.google.com/document/d/14mqzLFvKmuctNCQFlXJamuXDdKSZZX1rN5kMI4v_8aY/edit&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/document/d/14mqzLFvKmuctNCQFlXJamuXDdKSZZX1rN5kMI4v_8aY/edit&lt;/a&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="11188">UXPROD-1790</key>
            <summary>Preferred name on user records and display thereof</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="13651">UXPROD-784</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</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="5f5241b9fcaf93003b5bee25">patty.wanninger</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>round_iv</label>
                            <label>users</label>
                    </labels>
                <created>Mon, 24 Jun 2019 08:44:29 +0000</created>
                <updated>Tue, 14 Dec 2021 06:20:24 +0000</updated>
                            <resolved>Mon, 10 Aug 2020 19:58:14 +0000</resolved>
                                                    <fixVersion>Q3 2020</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="10008" author="557058:8eb52188-0565-4921-b55b-b0b42e919590" created="Tue, 9 Jul 2019 18:27:50 +0000"  >&lt;p&gt;Chicago could wait up to a year.&lt;/p&gt;</comment>
                                                            <comment id="10012" author="632e148361dbef2805be710f" created="Wed, 19 Feb 2020 16:06:43 +0000"  >&lt;p&gt;Sorry to be late to this, but I think this needs to be prioritized for completion ASAP. A potential workaround would be custom fields with some ability to use logic in notification templates to determine which token to use in a particular situation. We don&apos;t need FOLIO deadnaming folks in notifications and the patron empowerment UIs, and it would be helpful to our staff to have indicators for preferred name and pronouns in the staff UI.&lt;/p&gt;</comment>
                                                            <comment id="10014" author="632e148361dbef2805be710f" created="Wed, 19 Feb 2020 16:15:26 +0000"  >&lt;p&gt;We have a significant number of community patrons who won&apos;t be in our ERP/IdM feed(s), and we need the ability to record and use their preferred names in the staff UI, PE, and notices. It was somewhat excusable that this wasn&apos;t a feature in our current ILS, but there&apos;s no real excuse for it in FOLIO. I would make the case for creating something like an &#8220;Effective Display Name&#8221;, similar to the computed fields in Inventory, along with setting that allows you to template it, a la tokens in notification templates.&lt;/p&gt;</comment>
                                                            <comment id="10016" author="5af5ed55244bc90a106063c7" created="Wed, 6 May 2020 17:16:24 +0000"  >&lt;blockquote&gt;&lt;p&gt;We have a significant number of community patrons who won&apos;t be in our ERP/IdM feed(s), and we need the ability to record and use their preferred names in the staff UI, PE, and notices&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=632e148361dbef2805be710f&quot; class=&quot;user-hover&quot; rel=&quot;632e148361dbef2805be710f&quot; data-account-id=&quot;632e148361dbef2805be710f&quot; accountid=&quot;632e148361dbef2805be710f&quot; rel=&quot;noreferrer&quot;&gt;Brooks Travis&lt;/a&gt;, in the case of community patrons, could you record the preferred name in the existing First name field?  For patrons that exist in the ERM/IDP, could you direct them to have their name changed in that system?  I&apos;m just trying to understand the constraints here.  &lt;/p&gt;

&lt;p&gt;Unfortunately, calculated &quot;effective&quot; fields typically require a significant amount of development effort.  It would be more straightforward to allow the capture of a preferred name (via a dedicated or custom field) and the ability to tokenize it for use in patron notices.  Getting the preferred name to display throughout the FOLIO UI would be more complex.&lt;/p&gt;</comment>
                                                            <comment id="10019" author="557058:8eb52188-0565-4921-b55b-b0b42e919590" created="Thu, 11 Mar 2021 18:29:03 +0000"  >&lt;p&gt;Was a separate Jira ever spun off to allow display of the preferred name field in the checkout app? If that could be added in addition to the first name field, at a minimum, it would seem easier than requiring logic that displays it instead of the first name field. But having preferred name display only in the user record is relatively useless from a customer service perspective&lt;/p&gt;</comment>
                                                            <comment id="10021" author="5f5241b9fcaf93003b5bee25" created="Thu, 11 Mar 2021 18:53:52 +0000"  >&lt;p&gt;I am drafting those stories, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8eb52188-0565-4921-b55b-b0b42e919590&quot; class=&quot;user-hover&quot; rel=&quot;557058:8eb52188-0565-4921-b55b-b0b42e919590&quot; data-account-id=&quot;557058:8eb52188-0565-4921-b55b-b0b42e919590&quot; accountid=&quot;557058:8eb52188-0565-4921-b55b-b0b42e919590&quot; rel=&quot;noreferrer&quot;&gt;David Bottorff&lt;/a&gt;. The User Management SIG wants the last name, preferred first name to appear in Checkout and anywhere else a staff person is presented with a patron&apos;s name. The &quot;legal&quot; first name would only appear in the user record. I&apos;ll append the number here after I create the ticket.&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;</comment>
                                                            <comment id="10023" author="557058:8eb52188-0565-4921-b55b-b0b42e919590" created="Thu, 11 Mar 2021 19:56:06 +0000"  >&lt;p&gt;Great, thanks Patty!&lt;/p&gt;</comment>
                                                            <comment id="10025" author="557058:8eb52188-0565-4921-b55b-b0b42e919590" created="Fri, 19 Mar 2021 21:09:51 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5f5241b9fcaf93003b5bee25&quot; class=&quot;user-hover&quot; rel=&quot;5f5241b9fcaf93003b5bee25&quot; data-account-id=&quot;5f5241b9fcaf93003b5bee25&quot; accountid=&quot;5f5241b9fcaf93003b5bee25&quot; rel=&quot;noreferrer&quot;&gt;patty.wanninger&lt;/a&gt;&#160;As part of drafting the stories around preferred name, it just occurred to me that we would want these released via APIs as well, so that discovery layer, self checkout (sip2, etc.) could leverage the preferred name field. Just as or even more important than the staff UI, since it&apos;s what the patrons will actually see!&lt;/p&gt;</comment>
                                                            <comment id="10027" author="5f5241b9fcaf93003b5bee25" created="Fri, 19 Mar 2021 21:18:51 +0000"  >&lt;p&gt;Good point, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8eb52188-0565-4921-b55b-b0b42e919590&quot; class=&quot;user-hover&quot; rel=&quot;557058:8eb52188-0565-4921-b55b-b0b42e919590&quot; data-account-id=&quot;557058:8eb52188-0565-4921-b55b-b0b42e919590&quot; accountid=&quot;557058:8eb52188-0565-4921-b55b-b0b42e919590&quot; rel=&quot;noreferrer&quot;&gt;David Bottorff&lt;/a&gt;. I wonder if we need the concept of &quot;effective patron name&quot;  so it would be everywhere.&lt;/p&gt;</comment>
                                                            <comment id="10029" author="557058:8eb52188-0565-4921-b55b-b0b42e919590" created="Thu, 25 Mar 2021 13:12:35 +0000"  >&lt;p&gt;That&#8217;s an interesting idea, ,&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5f5241b9fcaf93003b5bee25&quot; class=&quot;user-hover&quot; rel=&quot;5f5241b9fcaf93003b5bee25&quot; data-account-id=&quot;5f5241b9fcaf93003b5bee25&quot; accountid=&quot;5f5241b9fcaf93003b5bee25&quot; rel=&quot;noreferrer&quot;&gt;patty.wanninger&lt;/a&gt;, and might provide greater long term flexibility for populating the effective name string wherever it needs to be.&#160;&lt;/p&gt;</comment>
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