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Weller and Lndsay "Case Study on Implementation of CDL"


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This presentation was provided by Erin Weller and Joan Lindsay of Michigan State University, during the NISO event "Owing, Licensing, and Sharing Digital Content." The virtual conference was held on Thursday, January 21, 2021.

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Weller and Lndsay "Case Study on Implementation of CDL"

  1. 1. Controlled Digital Lending at Michigan State University Erin Weller Joan Lindsay
  2. 2. Rationale • Pandemic - Course Reserves, Affordable Textbook Program, Closed Reference • Core Value - User Engagement • We place users at the forefront of our work. We engage with and learn from our users and adapt to meet their evolving needs. • Strategic Directions • Center of Activity & Engagement • Act as a connector of people, services, and resources • Student Development & Support • Prioritize creation and adoption of open and affordable course content to support student success
  3. 3. Research • Held meetings with our copyright librarian and other library stakeholders • “A White Paper on Controlled Digital Lending of Library Books” by David R. Hansen & Kyle K. Courtney • Internet Archive webinar - “How Controlled Digital Lending Works for Libraries” • Looked at CDL platforms already in existence
  4. 4. Let’s Do It! • Own a physical copy for each digital copy we lend • Isolate the physical copy • Prevent downloading, copying and printing of the digital copy
  5. 5. Getting Set Up • Library IT investigated existing programs • SharePoint – Microsoft Power Automate • Get it! button in catalog and webform
  6. 6. Preparing the Material • What to make available through CDL? • Reserves, Affordable Textbook Program, Closed Reference • All Affordable Textbook Program books • Highest use historically • Sierra – created new location • Scan – ABBYY FineReader to add OCR text • Upload to SharePoint • Isolate Physical Copies
  7. 7. Checking Out • Patron clicks “Get it!” button • Fills in missing portions of webform • Circulation staff receives an email notification • In Sierra • Look up patron • Check item out to patron • This changes the status in the catalog to “checked out”
  8. 8. Checking Out • In SharePoint • Set expiration date/time – 2-hour, 24-hour, 3-day • Email document to patron • Uncheck “Allow editing” and toggle to “Block download”
  9. 9. Checking In • SharePoint sends email to Circulation • In SharePoint, “Ready for Check-in” is marked “Yes” and we reset back to “no” • In Sierra, check the item in
  10. 10. Team Effort • Library IT staff • Reserves Coordinator • Accessibility librarian • Cataloging librarian • Copyright librarian • Web services staff • Circulation staff • MakeCentral staff • Associate Deans and Dean
  11. 11. Successes • 163 different courses • 206 different texts • Happy patrons • Usage Data • Undergraduates – 827 checkouts, 91.4% of CDL checkouts • Graduates – 44 checkouts, 4.9% of CDL checkouts • Faculty/Staff – 33 checkouts, 3.7% of CDL checkouts
  12. 12. Challenges • A lot of manual work at each checkout/time on staff • It takes a long time to scan an entire book • Patrons do not have instant access • We do not know when a patron is done with the book (could be 2 minutes, 20 minutes, 1 hour), so we cannot lend until time has expired • Patrons are not alerted when a checked-out copy becomes available • Not available to community borrowers • We do not have great statistics • Setting up automatic email alerts
  13. 13. Future of CDL at MSU • Will MSU continue to offer CDL? • Will MSU continue this method?
  14. 14. Questions? Erin Weller Joan Lindsay