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    Single Activation with the Fully Flexible Setting - Consortia

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    For general activation processes, please see Collection Activation for CDI in Alma with the Fully Flexible Setting. This article contains additional information for consortia.

    Multi-Campus (Distributed Electronic Resources) Environments

    Consortia Inheritance Settings

    Network Zone activations for CDI are controlled by the cdi_consortia_inheritance parameter in the Customer Parameters mapping table (Configuration Menu > Resources > General > Other Settings) for each member institution. The valid values are Y (default) or N.

    When the cdi_consortia_inheritance parameter is set to Y, the member institution will inherit network zone activations for the following:

    • CDI search activations

    • Subscription-level full text activations in CDI for electronic collections of the type Database

    For full text activations in the network zone that are handled via portfolio activations, there is no option in Alma to define the inheritance indication (Y/N) in the member institution. Everything that is active for all members (or a select set of members) in the Network Zone is automatically inherited by the member institutions. There is no ‘opt out’ option. However, because an inheritance option (called Inherit from Central office) was available in the Primo Central institutional profile, we implemented this setting to control the CDI activations in Alma Single activation. The setting was moved from Primo Central to Alma as part of the CDI enablement for consortia customers, and it can be used in Alma Single activation for Customers set up for a collaborative network.

    When the cdi_consortia_inheritance parameter is set to N, the member institution will inherit only full text activations from the Network Zone.

    For information on setting customer parameters, see Configuring Other Settings.

    General Rules for Activations

    In an Alma multi-campus (Distributed Electronic Resources) environment, electronic resources can be activated for full text and for search:

    • at the institution level: for everyone in the institution, or

    • at group level – a group consists of one or several campuses or libraries (also referred to as inventory group or inventory management group).

    When using the Activate or Activate for Search in CDI actions in Alma, the activation is always for the whole institution. In the Electronic Collection Editor, it is possible either to activate for the whole institution, or to limit the activations to one or more inventory groups.

    More specifically:

    • If no group settings are defined for a collection – search activations as well as full text activations or any other collection settings apply to the entire institution.

    • If a group setting is defined for a collection, the activations apply only to the campuses/libraries that are part of that group.

    In general, search activations and full text settings in a multi-campus set-up follow the same process as all other activations.

    Specific Rules for Activations in a Multi-Campus (Distributed Electronic Resources) Environment

    1. Search and full text activations are handled separately and have each their own group settings, there is no dependency between them. For example, it is possible to activate a collection for search for the whole institution, and to activate a collection for full text for one or more groups and vice versa.

    2. Full text activations apply to both – the link resolver for full text and CDI for availability and search.

    3. In case a collection is active for the institution or group, users will see the full text in the link resolver AND the content is searchable on CDI (flagged as full text available) (unless the suppress rule is used – see Exception Rule) - This is due to the rule that all active full text is automatically searchable unless suppressed.

    4. Full text suppress can only be used if set on the same level as the full text/search activation (institution versus groups).

    5. Full text can be suppressed from being flagged as available on CDI (see Exception Rule). In a multi-campus set-up this setting can be used on institution and on group level.

    6. The suppression has to be set on the same level as the full text activation, so either for one or several groups or for the entire institution. It is for example not possible to set the activation on institution level, but to set the suppress on group level or vice versa.

    Collaborative Networks (with a Network Zone and Institution Zones)

    General Rules for Activations

    In an Alma collaborative network environment, electronic resources can be activated for full text and for search:

    • At the network level: for all institutions in a network.

    • At group level, a group consists of individual institutions or a group of institutions (also referred to as an inventory group or inventory management group).

    The Network Zone controls which institution belongs to which group and which group it activates a collection for. When using the ‘Activate’ or ‘Activate for Search in CDI’ actions in Alma, the activation is always for the whole network of institutions. In the Electronic collection editor, it is possible either to activate for the whole network, or to limit the activations to one or more inventory groups.

    More specifically:

    • If no group settings are defined for a collection – every institution associated with the Network Zone inherits the activation - that applies for search activations as well as for full text activations or any other collection settings.

    • If a group setting is defined for a collection, only the institutions that are part of that group will inherit the activations.

    In general, search activations and full text settings in a collaborative network follow the same process as all other activations.

    Rules for CDI Consortia Activations in the Network Zone:

    1. Search and full text activations are handled separately and have each their own group setting, there is no dependency between them. For example, it is possible to activate a collection for search for the whole network, and to activate a collection for full text for one or more groups and vice versa.

    2. Full text activations apply to both – the link resolver for full text and CDI for availability and search.

      In case a collection is active for the network or group, users will see the full text in the link resolver and the content is searchable in CDI (flagged as full text available) (unless the suppress rule is used – see Exception Rule). This is due to the rule that all active full text is automatically searchable unless suppressed.

    3. The Full text suppress option can only be used if set on the same level as the full text/search activation (network versus groups).

      Full text can be suppressed from being flagged as available on CDI (see Exception Rule). In a collaborative network set-up this setting can be used on network and on group level.

      The suppress has to be set on the same level as the full text activation, so either for one or several groups or for the entire network. It is for example not possible to set the activation on network level, but to set the suppress on group level or vice versa.

    FAQ - Consortia Settings

    1. What are the steps to activate a collection for search only for an existing group of institutions (The collection is not yet active in Alma and we do not want the full text active)

      Log on to Alma as the Network Zone Electronic Collection Inventory Operator:

      1. Search for the collection in the Community Zone.

      2. Select action and Activate for search in CDI.

      3. Go to the Institution Tab and search for the collection (note that it may take a few minutes before the collection appears in the institution tab).

      4. Select edit to open the electronic collection editor.

      5. Select the CDI tab and go to CDI Group Settings on the bottom of the page.

      6. Select Add Settings for Group.

      7. Choose the group to add and save. You can ignore the We subscribe to only some titles in this collection and Do not show as Full Text available in CDI even if active in Alma settings because you have no full text active in this collection.

      8. Back on the Electronic Collection Editor page, select save again to confirm your new settings.

    2. What happens if an individual institution wants to have a collection active for the link resolver but suppress it from CDI, but the other institutions want to have the full text active for both, link resolver and CDI?

      The solution is:

      1. In the network zone the collection and its portfolios are activated. They become available for search and for full text for all institutions.

      2. Two groups are being created:

        • One group (Group A) that contains all institutions except the one that wants to suppress full text.

        • One group (Group B) with only the institution that wants to suppress the full text.

      3. In the CDI tab, two new group settings are being added:

        • Group A without the suppression.

        • Group B with the suppression.

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