CDL for Interlibrary Loan

As a reminder, all resources provided as part of the Digital Lending Toolkit do not constitute legal advice and are intended for informational purposes only. For any specific questions about the topics in this toolkit and their legal implications, or any of the other legal terms included in this resource, please consult with a licensed attorney to provide tailored guidance to your library, consortia, or organization. 

 

Boston Library Consortium

BLC’s exploration of CDL for ILL has focused on utilizing the mechanism within a consortial context. After several years of guidance from our CDL Working Group and Steering Committee, as well as collaboration with the software company Index Data, the minimum viable product for ReShare CDL was launched in August 2023 with functionality to support consortial CDL for ILL requesting. 

In the same month, BLC was awarded a National Leadership Grant from the Institute of Museum and Library Services (IMLS) to scale its adoption of ReShare CDL amongst the consortium through an Early Adopters Program. While our Early Adopters Program is indefinitely paused due to a number of factors, we hope the resources below inspire other consortia to continue this important work and identify new pathways to scaling CDL efforts to support interlibrary loan services.

📜 Consortial CDL: Implementing Controlled Digital Lending as a Mechanism for Interlibrary Loan

• A 2021 report from BLC’s CDL Working Group providing a summary of the group’s activities and recommendations from an investigation into articulating the functional requirements for BLC to establish a consortial model for CDL. It includes recommendations to guide the library community in navigating the role that consortial CDL might play in their resource sharing activities.

📜 ReShare CDL: Software & Workflows for Consortial CDL for ILL

• A 2024 report detailing BLC’s engagement with CDL for ILL from 2020 through 2024, an introduction to a new consortial CDL solution (ReShare CDL), and adaptable workflows to support consortial CDL for ILL requesting and processing. 

▶️ ReShare CDL Demo

• A demo video showing the ReShare CDL workflow, including integrations with VuFind and Hyku for discovery and digital surrogate hosting/viewing respectively. 

📜 BLC Consortial CDL Participation Agreement Template

• Adapted from BLC’s anticipated CDL Early Adopters Program, this template provides key information and considerations to be made between consortia, participating libraries, and legal counsels for establishing the parameters of a consortial CDL program. 

📜 Discussing CDL with Stakeholders & Counsel

• A set of questions to frame introductory conversations with senior administration or legal counsels about developing local CDL programs. Note that this resource is not legal advice and is provided for informational purposes only.

📜 CDL for ILL Best Practices

• Adapted from BLC’s anticipated CDL Early Adopters Program, these sample best practices provide insights into the potential parameters of defining a consortial CDL for ILL program.

📜 BLC CDL for ILL Bibliography

• A running list of presentations and publications about BLC and Project ReShare’s work in realizing and championing CDL for ILL. 

 

University of Hawai’i at Mānoa

The University of Hawai’i at Mānoa focuses their CDL for ILL services on expanding access to specialized materials from their non-circulating Hawaiian and Pacific collections. Given the university’s geographic remoteness and uniqueness of their collections as a Native Hawaiian Serving Institution, the university uses CDL to preserve material conditions and prevent potential losses during shipping of these rare materials. The library currently uses Occam’s Reader for CDL ILL lending.

🌐 Libguide Overview - ILL Lending Controlled Digital Lending CDL

🌐 Workflow to Determine CDL Use

🌐 Workflow for CDL Procedures

▶️ Matching CDL and Access Services - Swipe Right?, Northwest Interlibrary Loan (NWILL) Conference - 2022

▶️ A Controlled Digital Lending Service: Progress, Pivoting, and Next Steps, Northwest Interlibrary Loan (NWILL) Conference - 2023

 

Tulsa Community College (TCC)

The TCC Library uses a combination of OCLC Tipasa, Microsoft SharePoint, and Adobe Acrobat Pro to support their CDL for ILL services and share unique or rare titles from their collection. 

▶️ CDL for ILL: It Doesn’t Have to be Fancy!, Northwest Interlibrary Loan (NWILL) Conference - 2023

• An overview of their processes and workflows, as well as challenges to utilizing SharePoint to support CDL workflows.

🌐 Workflows for ILL Lending & Document Delivery of CDL Materials - Tulsa Community College

🌐 Selecting Materials for Digitization & Digitization - Tulsa Community College

• A set of local priorities for identifying and selecting eligible titles to be loaned through CDL for ILL.

 

Atlas Systems

Atlas Systems developed preliminary ILLiad and OCLC WorldShareILL workflows for CDL in 2022 through its Borrowing, Document Delivery, and Lending queues. 

▶️ Controlled Digital Lending - Borrowing and Lending Workflows, Atlas Systems

▶️ Controlled Digital Lending - Document Delivery Workflows, Atlas Systems