2022-05-18 Meeting notes: Cdl

Date

May 18, 2022

Housekeeping

Discussion items

• Controlled digital lending (cdl) process and workflows

Minutes

• this came up especially due to covid and circumstances

• Digital reps of a physical book

• cannot check out both

• what is the best way to model in Inventory 

• what is the relationship between the digital and the physical item - need to be associated at the same instance (they are the same instance)

• maybe loaning the physical resource to some kind of dummy account

• may not correspond to a single digital loan

• Owen in chat: We have (IMO) still not managed to successfully bridge the Print/Electronic divide in Folio. Inventory has some aspects, as does Orders, and then there's Agreements and eHoldings - and these things are not connected right now
  It seems to me that CDL is another challenge to this Print/Electronic aspects

• Owen in chat: So I see parallels with the fact that a journal can be owned by a library in both print and electronic forms, and these can be obtained through a single order / acq process
  Andy in chat: Not initially, anyway.
  (Referring to hosting the digital object in FOLIO.)

• Charlotte: is item status something that can be used

• system needs to understand that there is a relationship

• Owen in chat: But currently we have the electronic form of the journal potentially recorded in both Agreements and/or eHoldings and also in Inventory - the different records fulfilling 
  The 'circulation' aspect is obviously different

• Ian: important to draw the line between CDL and library management system

• Owen in chat: But I wonder if this is an opportunity for us to step back and consider how we really think resource management should work here
  But maybe that's just too big

• David in chat: https://controlleddigitallending.org/whitepaper
  White paper on CDL

• Kristin: would it be a high legal risk if the physical is checked out although the digital rep is also checked out; different institutions have different levels of legal requests

  • needs 2 systems that need to communicate back and forth

• Laura: the bibliographic representation should be separate from the solution, i.e., it should work whether the digital copy is described separately or on the same instance

• Owen: there is something workflow related; action permissions could be very powerful here

• big issue: link between electonic and print; what is the philosophy; CDL might be a good use case to test that against

• David: +1

• Charlotte: having a decision diagram might be helpful

• Ian: it will not be one decision diagram; but diagram could help

• Charlotte: Also the circulation statistic aspect is good to get a better understanding of

• Usage stats: get away from sequestered physical items and circulation stats

• storage platform for cdl will most likely live outside FOLIO; need something to tie to CDL item

• Andrea agrees in chat

• Laura in chat: is the way FOLIO interacts with Caiasoft, for example, for remote storage, a useful model? - in the way they talk to each other

• Andy in chat: I think this is exactly what we've been talking about: FOLIO/Caiasoft are still working with a SINGLE item. We're talking about TWO items where only ONE can be available at a time.

• Kristin: CDL item will impact the status of the physical item

• Owen: I was going to ask - is the CDL always the whole resource, or can it be for a portion of the resource? (e.g. a book chapter rhather than the whole book)?

  • it can be both

• David: CDL is interesting from a consortia level as well; instead of ILL release digital copy

• some institutions use "remove completely" model

  • Owen: work level resolution service could be powerful; idea was already discussed with entity management group

• Andrea in chat: Please keep in mind this is not necessarily a one to one relationship.  You could have multiple copies of a printed work which you would only have one digital copy of.  Loans could be for any combination of print and digital up to the number of owned copies.

• Ian: better connect on volume issue level; wanting to avoid one-to-one relationship

• Dung-Lan: analogy to coins; each having 2 sides

• can we use the temporary loan type to use for that switch between the 2 sides of the coin/digital and physical

• David: need to include the item status

• Owen: So actually taking the coin analogy - the number of coins equals the number of potential loans, not the number of physical copies
  And each coin could be either a physical loan or an electronic loan?

• Kristin: only one "side" can be used at the same time

• Owen: licensing could at some point allow 2 digital loans per physical copy; should not "pain ourselves into a corner" when designig a model

• Martina S will stay in touch qith CDL group for further steps/communication

Chat

Attendees

Action items