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    Central Discovery Index (CDI) - Cheat Sheet and Activation Matrix

    Created By: Stacey van Groll
    Created on: 4/28/2020



    This is a shortened version of my local documentation, shared to assist the international community to transition from the Primo Central Index (PCI) to the Central Discovery Index (CDI).

    My own testing is ongoing to clarify key points, as stymied by many identified defects where outcome in Primo does not match settings in Alma, or in OLH documentation.

    As such, I accept no responsibility for use of this information, and welcome your feedback if you feel I've gotten something wrong (contact details at bottom).

     

    Apologies in advance for the majority of the content being images, as copied from internal documentation.

    I may move content to text as I feel more certain of various elements, but at this stage images are better for quick updating.

     

     

    Editable fields by staff with the CDI Inventory Operator Role, in the Activation Wizard and ongoing in the Electronic Collection CDI tab

    • CDI Search activation status
      • "Should the CDI records from this collection be searchable in Primo, even if they are not active for full text availability?"
        • Tooltip: "If the activation status is set to active, the content of this collection will be searchable in CDI regardless of it's full text activation status"
        • OLH: "When set to Active, display all collections that have been activated for search in CDI. When set to Not Active, display all collections that have not been activated for search in CDI."
        • OLH: "All full text collections that are active in Alma will be searchable by default regardless of what their search activation status is." "All of this content will appear in the filtered search unless you apply the exception rule to suppress active full text"
      • Appears for all Electronic Collection Types of Aggregator, Selective, and Database
      • The default is Active when a collection is made active for full text availability
        • Active: CDI records from this collection will be Searchable in Primo
        • Not Active: CDI records from this collection will not be Searchable in Primo
      • Availability = Searchability
        • Full text activated collections: This setting has no function if a collection is activated for full text, as in CDI full text activation is hardcoded to also make a collection active for search. As such, we cannot control searchability in filtered search like we could in PCI, but we can move the records to expanded search by the separate setting of 'Do not show as Full Text available in CDI even if active in Alma'.  This setting should be left as the default of Active, for consistent information for staff
        • Full text NOT activated collections: This setting is key for maximizing discovery and supporting supplementary services such as prefilling metadata into document delivery forms, for content which is not available in full text. If set to Active, this setting will make content from a collection which is not active for full text searchable in Primo.  If we don't take advantage of this option, we will not have a very well populated expanded search

    • We subscribe to only some titles in this collection
      • "What type of portfolio level full text availability access do we have?"
        • Tooltip: "If this option is checked, CDI will only show those results from this collection as full text available that have active full text in any of your Alma collections. If it is not checked, all items in this collections will be flagged as full text available in the search results from CDI"
        • Alma OLH for Managing Electronic Collections: "Select Yes to indicate a selective subscription or No to indicate a non-selective collection. Selecting No for non-selective collections will cause the Full Text Available indicator to appear for non-selectively subscribed collections, and improve the full text availability indication for non-ID (ISSN/ISBN) content that is harder to match to customer subscriptions."
      • Appears if the Electronic Collection Type is Aggregator or Selective, but not Database as irrelevant given they should have no portfolios
      • The default is Yes for Selective and No for Aggregator, and hardcoded Yes (not visible or changeable) for Database
        • Yes: CDI content is marked appropriately at the publication level to determine availability of Available online in our filtered search by the title eg all Articles for full text active Journal Titles, or no availability of No full-text in our expanded search
        • No: CDI content will all be marked as Available online for all titles in the collection regardless of full text activation eg all Articles for all Journal Titles in the collection. This may be a useful setting for collections which commonly lack standard identifiers and are therefore more difficult for Link Resolver matching to assign availability, but is potentially very dangerous for false positives
      • This setting is not new to CDI specifically, and the importance is availability rather than searchability ie which should be marked as Available online or No full-text, and then the flow into Primo will happen naturally ie Available online will be in our filtered and expanded search, and No full-text will be only in our expanded search

    • Do not show as Full Text available in CDI even if active in Alma
      • "Do we want to maximise discovery and external access, but not swamp filtered search in Primo?"
        • Tooltip: "If this option is checked, items from this collection are shown as "no full text available" in CDI, even though it is active in Alma."
        • Alma OLH for Managing Electronic Collections: "Select this option to suppress this collection when publishing holdings information to CDI."
        • The setting is also referred to as the 'exception rule' or the option to 'suppress active full text' or 'full text available in CDI only', or 'Activated for CDI only' in the PC to Alma Activation Report
      • This setting is key to our control over Searchability of results in Primo on CDI
      • This setting trumps all others, for example
        • a Link in Record collection will be all Available online, except when this box is checked, and then they will all be No full-text instead
        • a Link Resolver collection of Aggregator type and 'We subscribe to only some titles in this collection' of No, so all will be Available online, except when this box is checked, and then they will all be No full-text instead
      • Appears for all Electronic Collection Types of Aggregator, Selective, and Database
      • The default is not checked
      • If CDI Search activation status is Active and this box is checked
        • Within Primo if content is unique in CDI: Electronic holdings information is not taken into account when determining availability, and all records will be marked as No full-text, and Searchable only in our expanded search
        • Within Primo if content is not unique in CDI: The records will still appear in our filtered search as Available online or our expanded search as No full-text, if also indexed in other CDI collections
        • Outside Primo when the collection is Link Resolver Linking Type: The CDI citation metadata will still be used by the Alma Link Resolver for searches outside of Primo to provide full text access, such as when a user is in PubMed, Google Scholar, or an A&I database, and clicks links such as 'Get It UQ Library'

     

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