WEBVTT

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Sharon Markus: Hey, everybody!

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Sharon Markus: Welcome, we'll get started shortly!

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Scott Perry (UChicago): Good morning.

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Scott Perry (UChicago): Give it another minute for… People show up.

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Sharon Markus: Hello!

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Scott Perry (UChicago): It looks like we slowed down. Let's go ahead and get started. Is there someone who'd like to take attendance, or…

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Scott Perry (UChicago): I can do it.

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Sharon Markus: I can do that.

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Scott Perry (UChicago): I think you'll be talking in a few minutes a lot, too, so I can do that, if you'd like.

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Scott Perry (UChicago): Let me just… Go back to the agenda.

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Scott Perry (UChicago): Sorry for the late announcement of the meeting, I…

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Scott Perry (UChicago): the change to three Mondays has upset my schedule, so… in terms of when I'm convening.

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Scott Perry (UChicago): But… and… let's see… Are there any new members today? I don't think so.

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Scott Perry (UChicago): Nerd.

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Scott Perry (UChicago): Definitely looking for people to work with us on derived tables support.

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Scott Perry (UChicago): And, please let us know if you'd like to do that.

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Scott Perry (UChicago): And, Sharon, would you like to start the update on MetaDB?

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Scott Perry (UChicago): Data Privacy Subgroup?

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Sharon Markus: Sure. I suppose in, a little bit of attendance.

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Scott Perry (UChicago): No, I can do that.

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Sharon Markus: I'll let you do the rest.

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Scott Perry (UChicago): Thanks, that's what I was saying.

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Sharon Markus: Alright, let me just share my screen.

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Sharon Markus: Let's do…

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Sharon Markus: Okay, so we have a couple links for this in the Reporting SIG agenda. If you want to take a look at this later, we have this presentation, which is just a summary of what's been going on in the MetaDB data privacy subgroup.

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Sharon Markus: Of this reporting sig. And, we have, the notes from the meetings, which have a lot of details, so… but if you're interested in…

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Sharon Markus: JIRA links and other information, that's all there. Also, I'm going to just open this up to other folks who are members of the data privacy subgroup to jump in and add anything I'm missing.

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Sharon Markus: As we go. Lauren, has been working really hard to take our, Lauren Sini

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Sharon Markus: our PO, to take the feedback from, this work over to index data and working with developers directly on that. So, Lauren, in particular, you may have things to, to, say as we go through this information.

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Sharon Markus: And I invite you to do that.

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Sharon Markus: All right, so just for a summary of what the group has been working on, our areas of focus have been…

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Sharon Markus: Can everybody see this okay?

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Sharon Markus: Can you all see?

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Ann Crowley: Yes.

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Sharon Markus: My… okay, thank you.

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Sharon Markus: All right, and can you hear me okay? I, you know, actually, I don't know if I have my audio quite right. I don't think I do, no, I…

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Sharon Markus: Don't. Just a sec here.

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Sharon Markus: There we go, this probably just got a lot better.

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Sharon Markus: Yeah, okay.

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Sharon Markus: Okay, so the areas of focus for the MetaDB Data Privacy Subgroup. We've been talking a lot about reporting app permissions, roles, and user interface design. I didn't expect us to jump into that as quickly as we did, but there was a lot of interest in the group in

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Sharon Markus: discussing how the reporting app would use, the new permissions infrastructure and Eureka, and developing that to work best, for reports. So I'll talk about that a little bit more

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Sharon Markus: As we get to that slide.

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Sharon Markus: Certainly, we're talking about MetaDB data anonymization and data privacy, so that is a big focus of the discussion, and it's a large…

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Sharon Markus: feature request to summarize. There are a lot of different ways that you can anonymize data and different needs for different institutions, and so the group has really been considering, you know, perspectives on that.

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Sharon Markus: So we'll… And also, I want to just extend an invitation

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Sharon Markus: Anyone who would like to join this group is welcome. We are just work plowing through.

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Sharon Markus: data privacy-type issues, and for both reporting app and MetaDB, as they're intertwined. And we're also looking a lot at Folio, because Folio impacts MetaDB. So, it's… we've had a lot of guest speakers, and it's really helped shine the light on…

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Sharon Markus: The details that we need to gather to further development in this area.

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Sharon Markus: Data anonymization feature development in folio apps, and the impact on MetaDB data. So we've had folks, talk to us about loans and, about requests, and…

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Sharon Markus: The most recent being, a discussion about requests. So, the settings that you are…

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Sharon Markus: setting. In circulation settings for loans.

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Sharon Markus: impact MetaDB in certain ways, and as we understand it, it will be very similar for requests. So, we've been learning a lot about that. Fees and fines are still on the list, but we haven't delved into that much, but because that does, have

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Sharon Markus: personally identifiable information in it, we're taking a look at that. It's a little more challenging because a lot of institutions are required to keep

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Sharon Markus: data around in the system for finance policy purposes. So, that's a little bit more challenging.

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Sharon Markus: We're working on, identifying personally identifiable information in Filio and MetaDB. Generally speaking, because it informs, this work, you know, what data do we need to anonymize, in other words?

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Sharon Markus: So we have connections. We actually have several people who are working on the Folio data privacy SIG who are on the MetaDB.

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Sharon Markus: A data privacy subgroup, so there's a lot of, collaboration, between those two groups, and, so that's, that's a good thing.

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Sharon Markus: For the reporting app, for the Trillium release, we've got, the reporting app user role that's being developed to

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Sharon Markus: allow the user to use the build, query, save, query, and run reports tools in the reporting app, but not to have access to modify settings. So this is just a basic reporting app user role. And then,

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Sharon Markus: having the reporting app permissions further refined so that they're individual permissions for Query Builder and Run Reports. So, couple of tickets, in Jira, and I believe Mike is already done with them, which is great.

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Sharon Markus: We've talked a lot about reports by roles on GitHub, so…

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Sharon Markus: The idea is that if you want to, as an institution.

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Sharon Markus: Make reports available in the reporting app.

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Sharon Markus: that are restricted by functional area. For instance.

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Sharon Markus: Only having people in the acquisitions group see Acquisitions report. Only having people in the finance group see finance reports, etc.

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Sharon Markus: Then, there needs to be a way to set up the permissions Such that you can…

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Sharon Markus: Deliver those reports to those

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Sharon Markus: user groups. So, one idea that has been put out there that, Lauren is currently working with index data on.

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Sharon Markus: Is the idea that you would be able to have, access to reports.

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Sharon Markus: that are in a GitHub directory, specifically in whatever functional area you want to restrict. So, let's say you're

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Sharon Markus: finance team.

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Sharon Markus: has restricted access to certain reports, then you would have a GitHub repository under reporting app that would say something like fin… this is just an example, something like finance, acquisition, circulation, whatever functional area you want to

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Sharon Markus: Separate out, and then…

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Sharon Markus: people would be given a role that would allow them to run those particular reports. And we've also talked about the role

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Sharon Markus: Being set up so that you could… Have multiple,

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Sharon Markus: functional area report access as well. So, if you have a role, for instance, that, would…

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Sharon Markus: give you access to finance reports and acquisitions reports, that's totally possible. So, there's a lot of talk about that right now, and we're hearing from Lauren that it looks like we might be able to do something like that.

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Sharon Markus: I think? Lauren, can you…

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Lauren Seney (Index Data): Yes, we're still really kind of investigating what the best way to do that is, but, and as well as how much work it will take to accomplish that. But I think there is a way to move forward with that.

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Sharon Markus: Yay! So, that looks… thank you so much, Lauren. That looks promising.

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Sharon Markus: And, so for the MetaDB data privacy next group meeting that we have on Tuesday, March 24th, we're hoping to have a permissions guru.

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Sharon Markus: join us to look at these designs and how these reporting rules might work. So we'd like to get a Eureka permissions person in there so that

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Sharon Markus: You know, we can design it well and get a little bit more information about that.

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Sharon Markus: Also, MetaDB data anonymization and privacy has been a big focus, of course. And… with…

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Sharon Markus: Folio, from the Folio app perspective.

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Sharon Markus: the… there are data anonymization impacts on MetaDB. So, what loans do when you set that in Folio is that anonymizes the current rows.

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Sharon Markus: So, if you have a user ID and a current row, for loans, and the loan has been closed, and you've set it that way in Folio to behave that way, and there aren't any fines and fees associated with it.

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Sharon Markus: But…

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Sharon Markus: the row will be anonymized, and then over in MetaDB, the current row will get anonymized, but any historical rows that are attached to that, will still have the user ID. So, the historical rows don't get anonymized.

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Sharon Markus: As we have seen, Amelia Sutton came and gave us a beautiful,

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Sharon Markus: presentation on request app development looks like they're gonna go down the same road. So, in other words, they'll… when you set requests.

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Sharon Markus: To the anonymized once they're closed, then the current row

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Sharon Markus: Associated with that request that has any kind of…

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Sharon Markus: user ID, personally, well, requester ID in this case.

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Sharon Markus: Will, the current row will get anonymized, but historical rows will not.

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Sharon Markus: So, that's what we're currently looking at from Folio, so it's important to understand that as we move forward. I'm kind of seeing a trend…

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Sharon Markus: As I write this and think about it, and that is that…

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Sharon Markus: you know, maybe down the road, all we need is a way to anonymize historical data. But, that's just a thought as we go through this.

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Sharon Markus: Lauren's got some excellent high-level scenarios that she's working through, for MetaDB data anonymization.

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Sharon Markus: And… I'll give you the basics, and then maybe Lauren can jump in for any Any questions or additional?

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Sharon Markus: information.

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Sharon Markus: So, one, scenario is to keep historical data rows

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Sharon Markus: Unanonymized, so in case you want to have history.

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Sharon Markus: Another scenario is to keep private data out of MetaDB altogether, so you just have a switch that allows you to say, okay.

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Sharon Markus: you know, I want to turn off

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Sharon Markus: the synchronization of any personally identifiable information into MetaDB.

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Sharon Markus: And this was done for the original, the

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Sharon Markus: predecessor of the MetaDB software, the LDP software.

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Sharon Markus: So, that is a… that is a direction we could go. The next is to keep data in MetaDB

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Sharon Markus: But… the personally identifiable information data, the privacy data in MetaDB, but

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Sharon Markus: anonymized in both… in both current and history when triggered in Folio. So that… that is another interesting way to look at it. So to have Folio do the anonymization.

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Sharon Markus: Which is an attractive idea from a design standpoint, because

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Sharon Markus: The… each app is developing, sort of, its own set of rules around anonymization.

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Sharon Markus: Specifically for loan anonymization.

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Sharon Markus: you know, the loan has to be closed. The loan, you… and you can… you can set this, on or off, or whatever is preferred by your institution.

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Sharon Markus: And, if it's associated with a finer fee, you can set a time frame.

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Sharon Markus: of… to keep the data, and, you know, then it's anonymized. So…

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Sharon Markus: as Folio works with sets of data coming from different functional areas of the library, it may make a lot of sense to just allow Folio to anonymize

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Sharon Markus: The information when that's triggered in Folio.

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Sharon Markus: So, those are some examples of what's…

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Sharon Markus: Being looked at, and the challenges.

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Sharon Markus: One thing that's…

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Sharon Markus: kind of a clear-cut path right now to look at, in addition to, sort of, reporting app and getting the permissions figured out, is…

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Sharon Markus: Are there data points coming into MetaDB that will not be anonymized in folio, but should be anonymized in MetaDB? What are they? What are they? And so, you know, looking at…

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Sharon Markus: These are all areas where we've identified personally identifiable information in folio that comes into MetaDB.

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Sharon Markus: And so… The goal is to document this.

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Sharon Markus: To study how it works, and then…

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Sharon Markus: to, incorporate that into the development. So…

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Sharon Markus: I guess… oh, let me… sorry, let me back up.

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Sharon Markus: Lauren, is there anything else about

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Sharon Markus: This work that you want to mention?

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Lauren Seney (Index Data): I think the biggest point I have to make is the slide that you had just moved on to that.

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Sharon Markus: Oh.

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Lauren Seney (Index Data): I have scenarios, but the challenge now is identifying the data, and what data points should be anonymized.

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Lauren Seney (Index Data): I mean, some of these, I don't know if they will ever be anonymized in folio, so there may need to be a mechanism within MetaDP to address them.

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Lauren Seney (Index Data): And MetaDB also works with, like, Reshare, so there may be other data points that are required for different platforms when it comes to what data is being put into the system. So, I think this list will be really helpful for us identifying what the data points are.

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Lauren Seney (Index Data): What tables we need to be looking at, and then kind of thinking through the scenarios with the different sets of data.

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Sharon Markus: Thank you so much.

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Sharon Markus: Well, we have your attention. Are there any other areas where there is personally identifiable information?

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Sharon Markus: that… Any of you know of that we should be taking into consideration here?

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Sharon Markus: Darcy. Yes.

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darsi rueda: Yeah, hi, this is Darcy, I'm from Stanford. So, last year… yes, it's 2026. Last year, we started a project on data anonymization.

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darsi rueda: identifying fields that would need to be anonymized before, giving the data to EBSCO for,

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darsi rueda: Putting into their test automations for new versions.

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darsi rueda: And so there is, on the wiki, this data anonymization project, and a spreadsheet or table, something like that, that lists all the folio tables and the ones we think needed to be anonymized. So, some of it is financial data,

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darsi rueda: But a lot of it is user data, so, I was thinking comparing

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darsi rueda: the list you have here with that list might show a few other places or specific tables that, are affected and have PII.

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darsi rueda: So that might be helpful.

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Sharon Markus: That… that sounds very helpful, thank you so much. And, you know, we did have… is it Bren… France…

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Sharon Markus: French, what is her name?

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darsi rueda: Well, Shelly, Shelly Doljak was.

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Sharon Markus: Oh, Shelly, yeah.

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darsi rueda: Yeah.

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Sharon Markus: I think we did have Shelly come talk to us early on, and, we may have… we may have actually had some links to that, so thank you for the reminder. So we'll… we'll connect those, pieces and,

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Sharon Markus: reach out to Shelly if… if there's… if there's anything more to add to that.

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darsi rueda: That's good.

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Sharon Markus: So, thank you so much!

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Sharon Markus: Yeah, it's very good to pair that, and I think… and I'm going to bring that to the… I'm in the Folio Data Privacy Sig, and a couple other folks here are as well, so, that would be a good thing for us to…

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Sharon Markus: linked to from the data privacy SIG as well, because we're… we've kind of just gotten started with that SIG, restarted, shall we say, with that SIG, and…

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Sharon Markus: that is directly relevant to the work that is planned for that SIG, to identify… personally identifiable information. So if a lot of that work has been done by Stanford, thank you so much.

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Sharon Markus: And we'll definitely want to incorporate that into development and planning.

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Sharon Markus: Thank you.

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Sharon Markus: Any other… Thoughts on that?

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Sharon Markus: Lauren, did you… were you looking for anything else from this, or…

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Sharon Markus: While we've… while we've got folks thinking about it.

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Lauren Seney (Index Data): Mostly to get people to think about it, and let us know if you come up with something that's missing.

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Lauren Seney (Index Data): Okay.

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Sharon Markus: Perfect. Okay, so I'm gonna… I'll bring the…

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Sharon Markus: get some links into that more comprehensive information into these different spheres. Katie!

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Katie Rahman: Yes, Lauren, when you brought up reshare, that reminded, you know, we're a member of Mobius, and we have DCB OpenRS, and we do have those tables in our MetaDB, and it has patron information.

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Katie Rahman: tape. So, I didn't.

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Katie Rahman: just to let you know, I don't know if any other DCB libraries.

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Sharon Markus: Thank you.

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Lauren Seney (Index Data): say, we have, some in-reach libraries as… as well here, and

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Lauren Seney (Index Data): I have only just kind of started looking, trying to understand what data is coming into those tables, because I know that process anonymizes loans when they're closed, coming in through… through inReach, but I wouldn't be surprised to find there's… that there's patron data.

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Lauren Seney (Index Data): In there as well. So I think these, ILL-type platforms may also be a good place for us to take a look to see if there's anything that we should have included.

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Sharon Markus: Okay, wonderful, thank you. I'm gonna just add these… Things here, and then…

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Sharon Markus: They're not gonna go in them. I mean, we'll be… we'll add them to the presentation.

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Sharon Markus: But I'm also gonna add them to our main notes. I gotta get out of that. Okay.

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Sharon Markus: But folks have been, putting

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Sharon Markus: putting, things into… I think we have the purchase… do we have the purchaser? Well, maybe not.

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Sharon Markus: So let me just add those things here.

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Sharon Markus: A second, so…

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Sharon Markus: And purchase orders… Thank you, Joanne.

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Sharon Markus: Yeah.

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Sharon Markus: So, request rush notes on things that were ordered for a faculty member.

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Sharon Markus: Yeah.

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Sharon Markus: Purchase order tables, and… Oh, thank you, Lauren. Okay, wonderful.

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Sharon Markus: Thank you.

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Sharon Markus: Alright, so we'll add that as well.

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Sharon Markus: And, let's see, there's one more… DCB OpenRS tables, okay.

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Sharon Markus: Thank you, Katie.

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Sharon Markus: Alright, so we'll clean that up.

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Sharon Markus: Okay, any… Questions, comments, suggestions as we do this work in the MetaDB data privacy subgroup.

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Sharon Markus: I'm sorry, I'm a little behind on the chat here. Just getting caught up.

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Sharon Markus: could we just do… I'm just curious,

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Sharon Markus: Could we do a showing of hands?

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Sharon Markus: for institutions that have been looking at data privacy issues for MetaDB, and are interested in, in,

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Sharon Markus: the development.

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Sharon Markus: And I'll put my hand up for that.

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Sharon Markus: Yeah…

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Sharon Markus: Okay.

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Sharon Markus: Yeah, so if your institution, if you can just give us sort of a show of hands, just good to get a sense of…

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Sharon Markus: You know?

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Sharon Markus: What institutions have been discussing this, or… If it's on your minds.

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Sharon Markus: Yeah.

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Sharon Markus: Good.

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Sharon Markus: And just the other thing, how many institutions… wait, no, lower my hand there. How many institutions have been looking at reporting app and are… are implementing that and thinking about these things like permissions and how it's organized?

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Sharon Markus: Yeah… Okay.

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Sharon Markus: Alright.

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Sharon Markus: Yeah, that's good to get a sense of.

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Sharon Markus: Of what people are doing with it.

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Sharon Markus: All right. Well, that's, that's, thank you so much, everybody, and,

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Sharon Markus: I turn it back to you, Scott.

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Scott Perry (UChicago): Thanks, Sharon.

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Scott Perry (UChicago): And that's the end of our agenda for today. Do you have any other comments or any other questions for anyone?

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Scott Perry (UChicago): Okay, we'll give everyone an extra half hour today. Enjoy. Thank you for coming.

