2025-04-28 Resource Access Meeting Notes

Date: Apr 28, 2025

Recordings

NOTE: RESOURCE ACCESS SIG USES EITHER ZOOM’S AI NOTES FUNCTIONALITY OR MICROSOFT COPILOT TO PROCESS THE TRANSCRIPT. If you would prefer that we do not use AI any session you attend, we are happy to! Please alert the convener at the start of the meeting.

Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/ (pw: folio-lsp)

Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

@Shirley Moentnish

@lisa perchermeier

@Catherine Tuohy

@Franziska Lehmann

@Mark Canney

@Jana Freytag

@Thomas Trutt

@Claire Hoag

@Erin Weller

@Laurence Mini

@Tobi Hines

@Martina Tumulla

@Cornelia Awenius

@Susan Kimball

@Anja Kakau

@Paivi Rentz

Discussion Items:

Time	Item	Who	Description	Goals/Info/notes

Time

Item

Who

Description

Goals/Info/notes

5Min

Administrivia

@Cornelia Awenius

@Susan Kimball

No Reserves meeting on Thursday - EBSCO User Group meeting is happening in the U.S.

Next week we will discuss Request anonymization

Note Taker: AI (@Thomas Trutt)

55Min

Loan anonymization

@lisa perchermeier

Loan anonymization as a user preference - Lisa's presentation:

Meeting Notes

📄 Meeting Minutes

📋 Attendees:

Cornelia – UB Mainz
Susan – Role/Department not specified
Thomas – Role/Department not specified
Mark – Lehigh University
Anja – Role/Department not specified
Shelley – Role/Department not specified
Tobi – Role/Department not specified
Lisa – Leipzig University Library, Service Department
Franziska – Product Owner, Project with Leipzig University Library
Shirley – Role/Department not specified

🗣️ Discussion Points:

Introduction and Announcements (11:01 - 11:05)
- Overview:
  - Susan welcomed attendees and shared personal updates about recent vacations.
  - Mentioned the upcoming EBSCO user group meeting in Providence, Rhode Island.
  - Noted that there would be no reserve meeting due to Olga's absence.
- Decisions Made:
  - Cornelia to remove the regular meeting from the calendar.
Loan Anonymization as a User Preference (11:06 - 11:57)
- Presentation by Lisa:
  - Institutional Background:
  - Leipzig University Library's cooperation project funded by the European Regional Development Fund.
  - Full migration to FOLIO as a new library system.
  - Current Practices:
  - Leipzig anonymizes loan data immediately after loans close due to GDPR regulations.
  - Dresden does not anonymize by default but does so upon patron request.
  - Proposal:
  - Implement user-specific loan anonymization settings in FOLIO.
  - Allow patrons to opt-in or opt-out of anonymization.
  - Discussion:
  - Thomas suggested using a dropdown for anonymization settings.
  - Anja proposed using the discovery layer for storing loan history.
  - Shelley raised concerns about GDPR compliance and data anonymization in circulation logs.
  - Susan emphasized the importance of developing loan and request anonymization functionalities in tandem.
  - Complications:
  - Synchronizing data between FOLIO and the discovery layer.
  - Ensuring user data is anonymized correctly without giving a false sense of security.
  - Decisions Made:
  - Lisa and Franziska to draft UXPROD tickets for loan and request anonymization.
  - Thomas to assist with mock-ups and provide feedback.
Technical Considerations and Next Steps (11:57 - 12:01)
- Discussion:
  - Anja highlighted the need for performant data retrieval for patrons.
  - Thomas discussed the importance of clear anonymization policies and user settings.
- Action Items:
  - Lisa to contact Dresden colleagues for feedback on current system performance.
  - Franziska to create draft UXPROD tickets and share with Thomas and Anne for review.

✅ Decisions Made:

Remove regular meeting from the calendar due to Olga's absence.
Draft UXPROD tickets for loan and request anonymization.
Collaborate with Thomas on mock-ups and feedback.

📌 Action Items:

Cornelia: Remove regular meeting from the calendar.
Lisa: Contact Dresden colleagues for feedback on current system performance.
Franziska: Create draft UXPROD tickets and share with Thomas and Anne for review.
Thomas: Assist with mock-ups and provide feedback.

📊 Data & Insights:

Leipzig University Library anonymizes loan data immediately after loans close due to GDPR regulations.
Dresden Library does not anonymize by default but does so upon patron request.
Synchronizing data between FOLIO and the discovery layer is crucial for accurate anonymization.

🔄 Follow-Up:

Next meeting to discuss request anonymization with Amelia from user management.

🐝 JIRAs:

JIRA:UXPROD-LoanAnonymization (Feature)
JIRA:UXPROD-RequestAnonymization (Feature)

💻 Related Projects:

Migration to FOLIO as a new library system.
European Regional Development Fund project.