2023-01-17 CDL Sub-group Meeting Notes

Topic: FOLIO Controlled Digital Lending

Every week on Tuesdays 12:00 PM Eastern Time (US and Canada)

Join Zoom Meeting

https://openlibraryfoundation.zoom.us/j/84342720176?pwd=N0wwK3hSRTh5YUdQWjc2VlBCazVMZz09

Meeting ID: 843 4272 0176

Passcode: folio-lsp

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Note taker:  Peter Murray

 Andrea Loigman Sarah Seestone and Charlotte Whitt have worked on the workflow diagram. Flow for start using Discovery has been added, and the decision diamonds have been moved since last week's review. 

https://miro.com/app/board/uXjVPzhCGYo=/ (free account sign-up required)

Two new things in the diagram since last time are a box type labeled "Out-of-scope for CDL" (to avoid mapping out all of the possible workflows) and added the workflow starting from the library's discovery tool. The diagram is much cleaner now than it was in the past.

Debra has met with the group exploring CDL in ReShare; they have split up this diagram and aligned it with UX mockups in the various apps.

This is the MVP requirements Document.

MVP requirements:

Assumptions:

• Will leverage ReShare development. Access using VuFind or POD
• Eventually will FOLIO have an app for CDL.
• Not everyone using CDL in FOLIO will use ReShare and vice versa.
• FOLIO CDL will follow NISO as it’s developed (Action point for Sebastian Hammer)

1. Determination of digital record representation in FOLIO:
   • Description: functional notation that this has a digital equivalent
   • Ideas for implementation: binary flag that CDL exists at the item record, or field that includes unique ID for digital version
   • FOLIO Inventory integration that shows the relationship between the digital and physical copy
2. FOLIO Inventory integration that allows us to link digital and physical availability based on use and demand
   • • • Item state for sequestering of physical objects
       • API where FOLIO can communicate whether the physical copy is in use or not?
       • API where 3rd party tools can communicate that physical copy no longer needs to be requested
       • Ability to support multiple models for sequestration (immediate, delayed sequestration, delayed access, etc.)
       • Eligibility for digitization. Not just support item records, but also support by rules (material type, date range, location etc). Create a request type?
3. Integration with third party CDL tools
   • • • • ILL-systems: Illiad, ReShare, InnReach 
         • Maybe also Storage systems: Caiasoft and Dematic
         • Course reserve system; the FOLIO app Courses, and Ares
         • Rare book management system: Aeon
         • Integration with local CDL storage and delivery systems
         • Idea: need to describe landscape of current 3rd party tools
         • Do we need to think about integration with other tools; e.g. 
4. Specific reporting on circulation of physical items w/CDL counterparts
5. Extension of FOLIO circ rules and patron data into the CDL space
   • integration with wait list/requesting functionality within circ rules.  Requesting, renewals, etc.

1/24/2023:  

Action items: 

• Charlotte Whitt will continue working on the workflow chart. An CDL app approach?