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--- circ:confidentiality [2018/02/13 20:10] – tmccanna
+++ circ:confidentiality [2023/02/06 20:17] – tmccanna
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 ====== Confidentiality ======
-**Georgia Confidentiality Law:** The Georgia Law ([[http://www.georgialibraries.org/lib/library_laws/122017/24-12-30%20Confidential%20Nature%20of%20Library%20Records.pdf|O.C.G.A. 24.12.30. Confidential nature of library records]]) prohibits the disclosure of any patron information, including titles checked out, amount of fines/fees owed, and phone numbers/addresses. All PINES library staff recognize the strict confidentiality of library records, and shall not disclose any information regarding library patrons unless legally compelled. If proper legal documents are presented, a Library Director or designee must approve the decision to release confidential records.
+**Georgia Confidentiality Law**\\
+The Georgia Law ([[https://georgialibraries.org/librarylaws/24-12-30%20Confidential%20Nature%20of%20Library%20Records.pdf|O.C.G.A. 24.12.30. Confidential nature of library records]]) prohibits the disclosure of any patron information, including titles checked out, amount of fines/fees owed, and phone numbers/addresses. All PINES library staff recognize the strict confidentiality of library records, and shall not disclose any information regarding library patrons unless legally compelled. If proper legal documents are presented, a Library Director or designee must approve the decision to release confidential records.
-**Confidentiality of Patron Information:** Patron data such as email address, phone number or mailing address cannot be used for purposes other than PINES transactions initiated by library patrons. Board of Regents legal counsel has indicated that in their opinion that state and federal privacy laws prevent use of PINES patron records for any business other than library transactions initiated by the patron. Allowable use of data may include overdue notices, preminders, holds notices. Patron information may not be used for county mailings, Friends of Libraries solicitations, and unsolicited e-mail communications from the library staff [2009.05].
+**Confidentiality of Patron Information**\\
+Patron data such as email address, phone number or mailing address cannot be used for purposes other than PINES transactions initiated by library patrons. Board of Regents legal counsel has indicated that in their opinion that state and federal privacy laws prevent use of PINES patron records for any business other than library transactions initiated by the patron. Allowable use of data may include overdue notices, preminders, holds notices. Patron information may not be used for county mailings, Friends of Libraries solicitations, and unsolicited e-mail communications from the library staff [2009.05].
+**Customer Lifecycle Management and Market Analytics Platforms**\\
+Libraries may utilize customer lifecycle management and market analytics platforms  such as Savannah/Orange Boy, Tabeleu or LibraryIQ with the stipulations that the BOR legal team has outlined.  The BOR legal team has stipulated that libraries may use these types of products using anonymized data for collection and user analysis and that patron data can be used IF the patron was "opted in" to receive such communications.  In order to do this, libraries can create a specific stat cat (used during the patron registration process) to ask the patron if they would like to receive communications from that platform.  Then library staff can mark them as "opt in".  For existing patrons, library staff could do a marketing push to get them signed up.  It would be the same process as above with library staff manually marking patrons who consent as "opted in".  Note: in handling user information, the BOR legal team and ITS must approve handling of data before any library can move forward with their contract.  Please consult the [[admin:third-party|PINES third party hardware and software policy]] for further details.