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    Single Activation for CDI in Alma - Overview

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    Introduction

    With single activation in Alma, activations for CDI will work in the same way as other Alma activations. Alma will publish to CDI several sets of data (Institutional holding files) that include the following information:

    • Full text availability (same as with Primo Central before the move).

    • Search availability (previously set on the Primo Central institutional profile).

    To manage activations for CDI, Alma provides two management settings: FullyFlexible (which is the default setting after the move) and EasyActive. For more details, see Settings.

    After the move, institutions can switch to the EasyActive setting, which may offer other benefits and simplify the activation process. To change the setting, please contact Ex Libris customer support.

    Settings

    Alma provides two different settings for managing collections in CDI:

    1. FullyFlexible – This setting is similar to how search activations work in Primo Central today. The following settings are applied to collections unless you indicate otherwise in Alma (For more information, see Collection Activation for CDI in Alma with the Fully Flexible Setting.):

      • All items that are set to full text available in Alma are automatically searchable in CDI regardless of your search activation settings for the collection. For example, if you activated Springer Link Journals in Alma and did not activate the collection for search, the portfolios (titles) that are active for full text in Alma will still be searchable in CDI unless you specifically suppress them in Alma.

      • When an Alma electronic inventory operator activates collections that are indexed in CDI, they are automatically activated for search. If needed, the CDI inventory operator can suppress a collection from being searched in CDI.

      The move from Primo Central to CDI will use the FullyFlexible setting. After the move, you can switch to the EasyActive setting if you prefer.

    2. EasyActive – This setting automatically enables searching for the majority of the collections in CDI. The exceptions include collections that require a subscription to search them (such as A&I databases), and a few others (such as reference collections). EasyActive is particularly useful if you filter your default search by items that are available in full text. Collections that do not have full text will be visible only if the user selects Expand beyond the library collection. For more information, see Single Activation with the EasyActive Setting.

    With Alma single activation, both FullyFlexible and EasyActive settings allow you change the indication to full text not available at the collection level for those collections that are not managed by the link resolver. With Primo Central this is not possible, and collections that do not use the link resolver are always set to full text available if activated for search. Therefore, CDI provides more control over what is flagged as full text available.

    User Roles

    There will be a new, separate role for CDI activations in Alma, called CDI Inventory Operator. The CDI Inventory Operator can activate and deactivate collections for searching in CDI and access the editable fields in the CDI tab in a collection to make changes. Note that the activation for searching is only relevant for a) the FullyFlexible setting, and b) the EasyActive setting for collections that are not automatically set to searchable.

    By default, when the Electronic Collection Inventory Operator activates a collection in Alma, the collection also becomes automatically active for searching in CDI. However, only a CDI Inventory Operator can perform actions that apply to CDI only, for example: change the full text settings that appear in CDI or deactivate a collection for searching.

    We recommend combining the new role of the CDI Inventory Operator role with the existing Electronic Collection Inventory Operator role to allow both Alma activations and CDI activations to be managed together. However, you can keep these two roles separate, if you wish to do so.

    CDI Collections in the Alma User Interface

    Collections that are indexed in CDI will have the In CDI status set to Yes in the Alma User Interface. In search results, collections will indicate whether they are indexed in CDI, what full text and search rights apply, and how the collection links to full text. We will add filters to enable you to filter result lists, for example by collections that are available in CDI, or collections that you activated in Alma but did not activate to be searchable in CDI. 

    Overview1.png

    CDI Statuses in Alma UI

    Every collection that is searchable in CDI will have a new tab in the Electronic Collection Editor that provides you the same information that you see today on collections in your Primo central institutional profile.

    Overview_ECE2.png

    CDI Tab in Alma's Electronic Collection Editor

    Activations/Deactivations for CDI

    For CDI, you will use the existing processes in Alma, for example the Activation Wizard for new activations or the Electronic Collection Editor for collections already in your institution zone. You will be able to:

    • Activate or deactivate a collection for searching.

    • Determine whether a collection that is using the links in the records for full text linking is flagged as full text available.

    We will add one additional full text setting to indicate collections where full text is available for CDI but not for other purposes, for example the uResolver in Alma. This setting will be available only for customers who move from Primo Central to CDI, and only for collections that are set to full text available on the collection level. This new setting is necessary for cases where collections are active  in Primo Central but not in Alma, for example for alternative coverage for a collection that is not indexed in Primo Central (and CDI). In these cases - when we move your activations to Alma - there will be no matching active collection in your institution zone. To avoid interfering with your other Alma processes, we will not set the collection to active in Alma but to a new Active for full text in CDI only status, instead. You can decide after the move whether you also want to set those collection to be active in Alma as well.

    Overview_FTOnly3.png

    Active for Full Text in CDI Only Status

    Alternative Coverage Collections

    In CDI, all full text is automatically searchable unless you suppress it. This applies to both, the fully flexible and the EasyActive setting. If you activate a full text collection that is not directly indexed from the provider, CDI will automatically use the metadata from other collections in the index and the content will still be searchable. There is no need to in addition find and activate alternative coverage collections. If you want to have content searchable that you do not have full text for and we do not index that content directly from the provider, you will have to still activate alternative coverage collections.

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