Anonymize loans and request older than X
Hi there,
We need to access the recent history of patron loans and requests. For example, when a patron returns an item and there is damage found afterwards or something is missing, we contact the last patron to know what happened.
This way we can resolve about 80% of such cases.
But by law, we are bound to anonymize loans and requests older than a year. We don't have this possibility in Alma.
It would be great to add a parameter in the configuration interface in order to anonymize all loans or requests completed before [date].
Please note the ‘Loan Anonymization Rules’ configuration option, found under the Fulfillment Configuration. This option allows to set under what conditions loans will be anonymized, including the ‘Days Since Loan Ended’ or the ‘Number of Loans to Retain’.
These rules are especially required for loans, in order to be able to retain history information that is required for inventory management, for example if item is lost ordamaged. The rules are less of an issue for requests history.
Thanks,
Moshe
-
Rachel Merrick commented
I've added a new idea related to this fines could be anonymized based on type and amount.
https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/40813486-anonymize-i-fines-by-fine-type-and-fine-amount -
Daniel Sandbecker commented
To anyone finding this dismissed request, please add your votes to the still open request "Add parameters to control anonymization of requests, resource sharing and fines"[1] which addresses the part that Ex Libris here claims "less of an issue". It has over 200 votes but still no answer from Ex Libris.
-
Daniel Sandbecker commented
There are certainly use cases for rules pertaining to anonymization of RS-requests as well. It's not uncommon to have a request accidentally or prematurely closed, and lose access to the user information. The current "all or nothing"-configuration forces us to chose between good customer service and following the law.
-
Hi,
Please note the 'Loan Anonymization Rules' configuration option, found under the Fulfillment Configuration. This options allows to set under what conditions loans will be anonymized, including the 'Days Since Loan Ended' or the 'Number of Loans to Retain'.
Thanks,
Moshe