2022-11-22 CDL Sub-group Meeting Notes

Map out what is planned, and what is being built for ReShare. 

What has been developed for ReShare should be reused for the FOLIO implementation of support for CDL. ReShare and FOLIO share the same core concept. 

ReShare is a set of apps developed on Okapi/Stripes, so it looks similar to FOLIO. Aiming for a future where the ReShare apps can be dropped into a FOLIO installation.

Work is happening on GitHub non-returnables now, and the intention is to add CDL extensions to that. When a patron makes a request via VuFind, there will be a new step for selecting Pickup Location...if CDL is selected as the method, it will go down a different path as the request comes into ReShare. One of the differences is finding a library that can fulfill the request via a digitized item.

When the supplying library has a CDL fulfillment option, this sets in motion a different set of processes to fulfill the item. This includes marking the physical item as checked out and having a process that prints a pull slip for the item to be sequestered from in-library access. When supplying staff determine the item is unavailable, there is a protocol message that notifies the requesting library that the digital item is available. To the requesting user, it will appear as if the request is supplied by the requesting library, not the supplying library.

MVP for ReShare CDL has patrons requesting a physical copy to be sent to them digitally. How to identify items in the library's catalog that are digitally requestable via Z39.50 has yet to be determined, but the combination of shelf status and library policy will probably drive this decision. Aiming to have the MVP for ReShare CDL to come to fruition in 2023.

Patron preferences: if a patron asks for digital but the request goes end-of-rota for digital fulfillment, the request should go back through the rota to try to see if it can be fulfilled physically.

How can this be leveraged for CDL in FOLIO (e.g., when the requesting and supplying library is the same)? The intent is to use the same framework for ILS adapters as is being used now for determining how to sequester an item.

The notion of items that need-to-be-digitized versus items-already-digitized is outside the scope of the MVP. The next phase of development will include ways to integrate with asset management systems to handle cases where a digitized version already exists. Looking into ERM systems to determine the ability to lend licensed digital content is also under consideration. MVP will likely also start with the NCIP CheckoutItem message rather than another status so as not to stray too far from the ReShare Returnables development effort.

One of the other things that the NISO working group is working on is also where the DRM protection is applied—by the digitizing library or the requesting library.

Two tracks of discussion: what is the status of the ReShare CDL development and what can be reused for a CDL implementation within a library using FOLIO.

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