[UXPROD-3977] CDL (Controlled Digital Lending) Created: 24/Jan/23  Updated: 18/Apr/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: Epic Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Unresolved Votes: 0
Labels: ILL, inventory, metadatamanagement, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2023-02-21 kl. 5.48.33 em.png    
Issue links:
Relates
relates to UXPROD-4054 Indicate if a shelving location is op... Open
Epic Name: CDL (Controlled Digital Lending)
Development Team: Other dev
Score: 53.63
Start date (migrated):
End date:
Epic Color: ghx-label-3

 Description   

CDL (Controlled Digital Lending) in FOLIO will support patrons and ILL requesters who choose to lend of digitized resource, when the library support CDL loans and has a physical copy in the collection.

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

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
    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?

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.

Specific reporting on circulation of physical items w/CDL counterparts

Extension of FOLIO circ rules and patron data into the CDL space integration with wait list/requesting functionality within circ rules.

  • Requesting, renewals, etc.

Documentation:
CDL working group as a subgroup to RA has been working since Autumn 2022 - see more on the FOLIO Wiki - https://folio-org.atlassian.net/wiki/display/RA/RA+-+CDL
Work flow diagram (WIP)
Slide deck with screens (planned document)



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 17/Apr/23 ]

Hi Charlotte Whitt I've been accidentally linking things to this epic. If the epic is for Controlled Digital Lending, why is the name of it Inventory? Would you be willing to give it a different name from UXPROD-785 In Progress ?

Comment by Charlotte Whitt [ 18/Apr/23 ]

Yup, name is CDL ...

Comment by Ann-Marie Breaux (Inactive) [ 18/Apr/23 ]

Thank you!

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