2022-11-22 CDL Sub-group Meeting Notes

Topic: FOLIO Controlled Digital Lending

Time: Oct 25, 2022 12:00 PM Eastern Time (US and Canada)

Every week on Tuesdays

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

Meeting ID: 843 4272 0176

Passcode: folio-lsp

Note taker:

Martina Schildt  has confirmed that she would be available to attend our next meeting Tuesday 11/29 and give us a demo of the suite of ERM apps.

Peter Murray and Charlotte Whitt will start working on the workflow chart. The intension is to present for the group - maybe in the beginning of December. 

Debra Denault Sebastian Hammer 

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.

Action points:

• Peter Murray  and Charlotte Whitt  to sketch out a workflow diagram - and present for the group
• Charlotte Whitt will reach out to Martina Schildt and talk with her about attending one of the up coming meetings and give us a demo of the suite of ERM apps. The group thought that there might be something we could re-use for CDL
• Charlotte Whitt will talk with Debra Denault and Sebastian Hammer on presenting CDL plans for ReShare
• FOLIO CDL will follow the NISO recommendations. Sebastian Hammer is involved in both NISO and the FOLIO CDL work