Testing the Central Discovery Index (CDI)

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Created By: Lesli Moore

Created on: 3/06/2020

At the start of enablement, I found myself struggling to figure out the best way to test the Central Discovery Index. After some trial and error (big thanks to Brian Kern for help), I developed a more focused plan for testing CDI. First, I defined some areas that needed to be tested. This is just a guideline. Every institution will have different configurations and different needs.

Testing points

Types of searches Short topic search e.g. ‘third molar extraction’, ‘public health education’ Known item search using title e.g. ‘Cardioprotection against acute myocardial infarction’ Known item search using title + author e.g. ‘molecular cancer mendelsohn’ Author only search e.g. ‘Aldous Huxley’ Boolean e.g. zombies AND (plant* OR frog* OR ant) NOT (gam OR videogam*)	Expand my results (where appropriate) Review brief display elements Review full display elements Rights issues? Access issues?	Display -- Brief Relevancy -- in particular are there collections that is causing problems with relevance. Fields displayed Snippets Indicators (Peer Reviewed, Open Access, etc) Resource Types (in the results list) Facets Sorting Actions Citation trail Availability statements
Display -- Full Resource Types Fields displayed Snippets Related resources (e.g. other chapters of books) Indicators (Peer Reviewed, Open Access, etc) Services Actions Citation trail	Linking Article level Portfolio level Collection level Link resolver Link in record OpenURL	Simple search & Advanced Search Boolean searches Wildcards Quotation Marks Query expansion via controlled vocab (e.g. Including "myocardial infarction". Just search heart attack)

Next, I set up a spreadsheet that everyone at my institutions could edit and update. This is a sample. Again, this is a guideline. Every institution will have different configurations and different needs. Also, I prefer to err on the side of a little too much detail when testing.

Testing spreadsheet

Search Type

Rights Leveli

Linking Level

Collection

Portfolio

Search Terms

Comments

Location

Tester

URL - PCI

URL - CDI

PCI docID

CDI docID

PCI Source

CCI Source

simple - boolean

n/a

zombies AND (plant* OR frog* OR ant*)

Looking at relevancy
Confused by how Primo handles
relevancy with wildcards and boolean

LMM

simple - boolean

n/a

zombies AND (plant* OR frog* OR ant*)

Found while relevancy testing
Conference Proceeding
link in GetIt for PCI not for CDI
no GES in CDI (probably SAR related)

LMM

Please contact me if you have any questions or suggestions for more testing areas.

lmmoore2 (at) mdanderson (dot) org

Report

Testing points

Types of searches

Expand my results (where appropriate)

Display -- Brief

Display -- Full

Linking

Simple search & Advanced Search

Testing spreadsheet