Customer Linking Parameters in CDI Links
Linking Parameters for CDI links
Some providers require specific configurations for the links in their collections to access their content. In these cases, unique credentials should be added to the link to create a customer-specific URL:
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For link resolver linking, the unique customer linking parameters are configured in SFX and ALMA. For Alma configuration, see the Library-Specific Parameters Table section. For SFX configuration, see the Linking Parameters section in the SFX General User’s Guide and the Alma and SFX Linking Parser Parameters Guide.
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For CDI Link in Record links, the unique customer linking parameters are configured with Primo/Primo VE Templates. For details, see Special links configuration in CDI for Primo and Primo VE.
Starting February 2024, CDI Quicklinks and Link in record links will be able to use the SFX/Alma customer linking parameters also in CDI Links, because they are now included in the Alma CDI publishing / SFX CDI export. This is supported for Collections with portfolios since February 2024, and for collections of type Database, since November 2024.
In Collections with portfolios, the Linking parameters used are those inserted in the collection's service, for the Link Resolver.
In Databases without Service, the Linking parameters will be added at the collection level. This is new Alma feature since November 2024 release. See here for Alma Release notes.
The move will be gradual, as more collections will be changed to use the SFX/Alma customer linking parameters. In addition, CDI release notes are updated for any change of specific CDI collections that require the linking parameter authentication to be configured.
Collections from Gale and ProQuest are prioritized. We encourage all customers who are subscribed to Gale and ProQuest collections to ensure their institution-specific customer linking parameters are configured on the SFX/Alma collection.
For ProQuest Databases: The Client ID is generally not mandatory for linking, and links can work without it. However, it is best practice, and in some cases, specifically for OpenAthens customers, the parameter may be needed for smooth authentication. Customers can already populate the customer parameters.
For Gale Databases: The CDI links for Gale content require linking parameters. In the past, their linking was supported by templates (see Special links configuration in CDI for Primo and Primo VE). Starting March 1, 2025, CDI will not use the templates for Gale Databases but the Database linking parameters. Customers using Gale Databases are advised to ensure they have the institution's linking parameters configured in the Databases.
The Linking Parameters at the service or collection levels can also be updated via e-inventory API: https://developers.exlibrisgroup.com/alma/apis/electronic/
Add linking Parameters in Collections with Portfolios
To add or edit linking parameters in Alma, you can use:
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The Activation Wizard during the initial activation.
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The Additional tab in the Electronic Collection Editor for database collections.
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The Linking tab in the Electronic Service Editor for selective/aggregator collections.
In this example, the collection is from Gale so the parameter is Gale one, LOC_ID, and the collection is an aggregator collection so the linking parameters are available in the Electronic Service Linking tab.
Or use the Electronic service editor (after activation), in the Linking Tab.
Adding the parameters now will not change how the links work in CDI, as this requires a change on Ex Libris' side. But inserting the parameters into collections now ensures that any change in CDI will not affect the users' experience and that linking will keep working.
If you are activating a collection for Full Text in CDI only and the collection contains portfolios and linking parameters, you must fill in the linking parameters in the Electronic Service Editor to ensure that CDI linking works as expected. For more information about CDI-only activations, see Single Activation with the EasyActive Setting or Single Activation with the Fully Flexible Setting.
Add Linking Parameters in Collections of Type Database
Adding linking parameters is not possible while activating the database, but it is possible by editing the database's parameters under the Authentication Parameters section on the Additional tab.
Notes
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When linking parameters are added to a Database, an indication will appear in the CZ updates task list.
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Only linking parameters defined in CZ can be used. It is not possible to add local linking parameters.
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For SFX/CDI customers, changes were made in the SFX December 2023 release to ensure that linking parameters are published to CDI and can be used for linking. If you have a local installation, please make sure that you have applied the December 2023 release Notes to ensure that the links will continue to work.
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Since the linking parameters are part of the Alma CDI publishing / SFX CDI export and the CDI activation processing, it may take some time for the CDI linking parameters to become available for users. For more information, see Managing Your Subscriptions and Free Content in CDI.