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    What Patrons Will See after Going Live with CDI

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    Introduction

    After going live with CDI, your patrons will see some differences in their search results. We have kept these differences to a minimum to prevent any major disruption. However, the change in index and search engine and the switch to the merged record will result in some changes for them, as well. In addition, there are some effects on permalinks and existing alerts and RSS feeds.

    Changes in the Results List (Search and Ranking)

    More Content – More Search Results

    CDI indexes far more material than Primo Central because it combines the content from both Primo Central and Summon. As a result, you may see more search results returned in CDI than in Primo Central. Based on the query's search terms and your collection activations in Alma/SFX, this increase in records will fluctuate in amount.

    Different Technologies and Different Search and Ranking

    Primo Central and CDI use different technologies (including search engines). This means that search and ranking will not be exactly the same after the move to CDI. The most prominent change is that CDI often has a higher recall, meaning that CDI may return a higher number of search results. While this is partially due to the additional content that is indexed in CDI, it may also result because search terms are treated differently. For example, in CDI the search engine applies inflections to every instance whenever possible, while Primo Central applies inflections more selectively. This does not affect precision, and the ranking of results should be as good or better than before.

    For more information about search and ranking, see Search and Ranking in CDI.

    Some Notes about How Ranking Works with CDI

    Ranking in CDI works very similar to Primo Central in terms of the following:

    • Weighting - Some metadata fields are given a higher weight than others, and the highest weight is given to the following fields: Title, Subtitle, and Subject Terms.

    • Boosting - Two different types of boosts are applied to searches: a dynamic boost (or rank) that determines the degree to which the search matches a document, and a static document boost (or rank) that is independent from the search and determines the academic value of a document. The academic value is important to determine the rank of an item if all other aspects (the dynamic rank) are equal. For example, the static boost is higher for scholarly articles that are peer reviewed than for newspaper or magazine articles. The static boost is also higher for recent articles than for older articles if all other factors are equal. Other factors, such as citation counts and journal rank scores, are also taken into account in computing the static value of each item.

    The Merged Record

    In CDI we are using a merged record instead of Primo Central’s grouped record (see Match and Merge in CDI). From the user's perspective, the Multiple sources exist. See all text and link will no longer appear above records in the results list.

    Existing Alerts and RSS Feeds

    Alerts and RSS feeds that existed before the move to CDI will function as before. When either RSS feeds or alerts run for the first time after the move, users may get more results than usual, including some results that were already received in previous runs. This happens when records in CDI have a later load date than the records in Primo Central. According to our tests, these differences are not high and happen only in some cases.

    Permalinks

    Most of the permalinks will continue to function as they had previously. Although records in CDI have a different record number than in Primo Central, we will redirect the links to their CDI version whenever possible. Usually, the record numbers are consistently constructed based on DOIs or proprietary document numbers provided by the content provider. When this is the case, the redirect will work. In our tests, we found that over 90% of all permalinks still function. Therefore, there should be little effect on the majority of users.

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