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  1. UX Product
  2. UXPROD-447

Retain loan and item information for closed loans with fees/fines

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    Details

    • Template:
    • Epic Link:
    • Back End Estimate:
      XL < 15 days
    • Development Team:
      Concorde
    • Calculated Total Rank:
      122
    • PO Rank:
      122
    • Rank: Chalmers (Impl Aut 2019):
      R1
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R4
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Purpose: Because loans that have incurred fees and fines have "unfinished business" with the library, and the fees and fines themselves may be subject to different data reporting requirements by law, libraries need to be able to retain patron information on closed loans with fees and fines, even if they don't retain patron information on closed loans without fees and fines.

      When loans are automatically or manually anonymized, the loans with fees and fines should be excepted from anonymization, based on the institution's preference or duplicate the loan/item information on the fine/fee.

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                Assignee:
                ecboettcher Emma Boettcher
                Reporter:
                cboerema Cate Boerema
                Back End Estimator:
                Jakub Skoczen Jakub Skoczen
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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