2022-02-17 CDL Sub-group Meeting Notes

local or ILL approach?
- at first talk about the local approach
- underling problem is the sequestering of material to the patron
- sequestering might be different for closed stacks or a high density storage
- Sebastian and Peter are looking for best practices especially the circulation part of it
- Question of how risk taking a institution is
- Answer would be to start with material that is open for cdl and not of a big concern for sequestering
- Chat (Andy):
  Assuming that anyone ever does get sued. I talked to the Dean at Georgetown Law, who is one of the innovators in this area, and she said she is skeptical that this will ever happen.
- Intentions for development:
  - Question: sharing a scanned item vs. a keeping a high quality digital proxy of an item
  - Reshare is part of cdl-discussion
  - the kinds of different materials are a concern
- Requirements should contain:
  - scope
  - interoperability
  - ILS vs other systems
  - where are the boundaries?
  - Statistics and Reporting should be part of this too
- realistically you have to be able to deal with delivery, storage of material and be open to other systems (ILLiad, Reshare, ....)
- Sarah in Chat:
  We care quite a bit about understanding that this was a digital checkout vs. a physical checkout
- Peter in Chat:
  Related to digital checkout versus physical checkout is hold queues...is there one hold queue that straddles digital and physical? How would that work?
- Not assuming that everything should be build in the ILS but can come from outside via APIs
- Digital lending is important (not only in a pandemic) but also a great service to patrons
- Data storage and recommendation services will be a privacy concern
- But storing/Using: could be patron related vs subject related information (could be important for strategic decision making for stacks)
- Recognize that there will be many different solutions for file storage and the user’s access to the digital file (e.g. several web services for digital viewers and access control.) Storage and access might need to be in FOLIO for some, and outside FOLIO for others.
- Andy in Chat:
  Although CDL does not necessarily require retention of the physical item, just documentation that it was legally acquired.
  I doubt many of us our itching to start discarding originals, but it is theoretically an option.
- Other tool used : medium platform
- For now separating the legal and the technical requirements
- Most trouble for libraries: tracking the digital vs. the physical copy lending process
- For FOLIO: environment that helps circulate and manages the waitlist features with the user
- Item status for digital copies and physical and digital holds on items all in line with the sequestering of said copies
- Support of an international research situation (times of access)
- Support course reserves (might be a pandemic related temporary situation)
- Expertise from Resource description is needed in regard to surrogate physical items
- boundwiths might be a model to look at (get a cataloguer in the group)
- item status
- How does folio handle records with multiple different materials / bound withs
- creating a digital item in a 1:1 relation to a physical item would be undesirable
- Andy in Chat:
  And this actually IS a great example of a case where a library might discard originals. Why keep all 19 originals?
  documentation that you purchased 18 more. But do you need those 18 originals?