> According to this post, they did not break the 1:1 ratio of physical to digital books, but expanded the pool of physical books to include those unlent at libraries across the country.

AIUI in all previous communications about the NEL, they claimed they were doing the former, i.e. "effectively" removing all limits to legitimate lending, regardless of the previous 1:1 ratio. But there was plenty of speculation that the real mechanism behind the NEL was the latter, i.e. partnering with outside libraries to expand the physical holdings they could lend out via CDL.