2020-09-03 Resource Access Meeting Notes

Time	Item	Who	Description	Goals/Info
5min	Administrivia	Jana Freytag	Update on Reports for RA Vandana Shah likes to visit our SIG to answer our questions and talk about RA Reports she asks to give us examples we’d like to see in FOLIO cancelling next Monday's meeting 20/09/07 due to holiday	Notetaker - David Bottorff
20Min	fee/fine record	Holly Mistlebauer	After loan data has been scrubbed, loan data on Fee/Fine Record is still available. We need to do something about this!	Slide deck available here.
15Min	Circ log	Emma Boettcher	Anonymization of circulation log

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to supporting materials	Comments
e.g. loans, fees/fines	Name	e.g. Q4 2018, Q1 2019	Clearly stated decision	Because... Because...	e.g. mock-up, JIRA issue
Circ log	Emma Boettcher	Honeysuckle	Anonymize circ log using same settings as other anonymization	Makes more sense to configure settings once
Loans	Emma Boettcher		Any check out overrides should have opportunity to add note			Whether notes should be required should be discussed at future meeting

Notes by David Bottorff

Reporting SIG visit

happy to come and wants to know what we want to talk about and would like some examples

review of what in-app reports are available or in planning for upcoming releases to preview - Holly will set up an RA in-pp report filter in Jira

Scrubbing Fee/Fine data Holly

links between loan details and fee/fine details are broken, goes off to neverland

what should the behavior be? grey out loan details and add parenthetical: Loan details (anonymized)
view link replace with anonymized without a link

1. scrubbing closed fees after x interval
2. only linking to loan details and lose data when scrubbed
3. scrub only item related info after fee fine closed after x interval
Jana-preference would be for option 1
US institutions in general seem to prefer option 3 - need to see fine history, etc.
no one likes 2
consortia need different retention policies for different institutions
David - for option 3 what data would be retained that isn't now?

Circ Log Anonymization Emma

loans can be anonymized automaticall or manually
none exists for requests, fines, notices, further away in development time
circ log should match schedule when loans are anonymized and also match settings for other anonymizations when those are developed/discussed
doing it once so settings work across the system makes sense to everyone

Overrides Comment

should override comment be required or not?
Jana-allow comment to be required or not in settings
consensus seems to be that having the option to configure whether it is required or not-this already exists in settings for other notes etc. Jana will look for examples, Optional as the default setting