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    Target Activation for CDI in SFX

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    The User's Perspective on CDI Record Types

    From the user's perspective, there are two types of records that can appear in search results:

    • Available – Records that are flagged as Full text available.

    • Searchable – Records that are flagged as Full text not available and are searchable only.

    Most Primo customers filter the initial search for their users by availability. This means that search results contain only items that are flagged as Full text available. After performing a search, users can select the Expand beyond the library collection link to also see the records that are flagged as Full text not available in their search results. We refer to these options as the filtered search and the expand search. Some of our Primo customers start with the expand search and allow users to filter by Availability using the top-level facets.

    Using SFX to Control What Is Searchable and Available in CDI

    With two settings in SFX, institutions can control which items should be searchable and which ones should be flagged as available in CDI. Please note that we are using the SFX terminology here. SFX works with targets. In CDI this is usually referred to as a collection. Both terms have the same meaning in relation to SFX and CDI:

    1. Full text activation – All full text targets that are active in SFX will be searchable by default regardless of their search activation status. For example, for active targets with active full text services and portfolios, the entire portfolio list is published to CDI, and CDI will map your holdings against the content of the index. This applies to all targets regardless whether they have the In CDI: Yes status or not. The In CDI status is associated with targets that can be activated for search separately from the full text activations. This is useful if you want your users to discover content beyond your active full text. The CDI export from SFX will be used by CDI to make sure that all full text target activations take full advantage of any metadata across the entire index so that they are discoverable. This also applies to full text targets for which we do not index the metadata from the provider directly because we map them at the portfolio level. There is no need to check which other targets to activate to achieve the best possible alternative coverage for such targets. The index will simply check anywhere in the index, across targets, and use the metadata that is available. All this content will appear in the filtered search.

      From a library patron's perspective, the activation of full text targets or items in SFX serves mostly two purposes:

      • to mark them as full text available in discovery, and

      • to make the full text link available via the link resolver. 

    2. Search activation – All targets that are marked with the In CDI: Yes status can be activated for search separately from the full text activation. This means:

      • They will appear in the search results but will only be flagged as available if there is also full text active either via the same target in SFX or a different target if that contains the same item.

      • If there is no full text available for an item in a target that is active for search, it will appear in the expanded search.

      Targets in SFX are marked with the In CDI: Yes status when at least 80% of the content is indexed either from the provider directly or from alternative data sources. For those targets that are indexed directly from providers (such as the primary publishers: ProQuest, Gale, and many others), the coverage is 100%. In cases where we do not get the data directly from the provider, their content (as listed in the KnowledgeBase) is mapped against the entire Index, and the percentage of overlap is calculated accordingly.

    Link and Search Targets

    After CDI enablement, the KBManager Target list will include the following types of targets:

    • SFX link targets – This type already existed before the CDI enablement. Targets of this type can appear in the SFX menu and A-Z list of the SFX link resolver and can be used for linking. In addition, some of these targets will allow you to activate collections for search in CDI. There is no indication for such targets in the target list, but you can use one of the new filters described below to find them. If you click on the edit or view buttons on the left-hand side of the target name, you will see the CDI-related information.

    • SFX search targets –  This is a new type that was specifically added for CDI. It will not be used by the SFX link resolver, but it will be included in the SFX KnowledgeBase (CKB) to allow activation for CDI discovery. These targets have neither portfolios nor target services.

    To find the targets with the above types, you can use the following new filters above of the target list:

    • Link Targets – Displays all link targets (including those that have a separate active for search in CDI function).

    • Link and Search Targets – Displays all targets of all types in the KB

    • Search Targets – Displays only targets that are for search activation in CDI only

    The above filters can be combined with other KBManager filters and the Show All, Show Active or Show Inactive options:

    KB_Manager_Filters.png

    Filtering Targets with New Filters

    Target Activation Types and Flows

    The KBManager Target list now allows for two types of Target activation:

    • Activation for linking and full text availability – The target will be active for SFX and (depending on type of target) and will appear in the SFX menu, A-Z, and eBook Search. Note that target service (and portfolios if available) need to be active as well. This activation is indicated by the yellow check mark next to the v indicator in the Target list.

    • Activation for search/discovery in CDI – The target is active in CDI, and its content will become searchable in CDI (via Primo). Note that this is the activation for search beyond your full text. Your full text is already automatically published to CDI and becomes searchable in CDI even if it is not activated for search – see also the introduction of this article for more details. This activation is indicated by the yellow dot next to the v indicator in the Target list.

    For example, the following target is active for both full text and CDI searching and has both activation indicators:

    SFX_Activation_Indicators.png

    Activated for Both Linking and Searching in CDI

    Activation for full text and search happens in one process. You can either select the white arrow on the right-hand side of a specific target or select the check boxes next to multiple targets and then select Activate. The arrow will become yellow, and if this is also a search target, the yellow dot will appear as well.

    The activation activates the target with all functions, full text if this is a link target, and search if it is also or only a search target. While for linking you also have to activate the services and the portfolios, search activation is at the target level only.

    If you do not want to activate a target for full text, but you want its content to be discoverable in CDI for the expanded search, you can activate a target's linking to full text and searching in CDI separately. Of course, this is permitted only for link targets that can be activated separately for search in CDI.

    To separately activate a target for search in CDI or for linking/full text:
    1. Select the Edit Target option to edit the target.

    2. Leave the Activation status field set to Inactive.

    3. For the Activation in field, select the CDI for discovery option to allow this target's content to be searched in CDI.

    Linking and Full Text Indication in CDI

    In CDI, we distinguish between two different types of linking: Link resolver and Link in record. The type that is used is controlled at the target (collection) level and is indicated in the edit or view window of the target in SFX.

    The Link in record method uses links that are provided by the content provider as part of their metadata feed for discovery. This method is usually used when the content is unique to one platform and is not selective (which means that you always subscribe to the entire content of a specific target).

    The linking type also controls how a target is activated in SFX to mark its content as Full text available in CDI.

    • If Link resolver is used, use your standard SFX activation process (Target – TargetService – Portfolio) to activate it.

    • If Link in record is used, activate the target to set its content to full text available in CDI.

    For example, the CDI fields are shown in the SFX Target Edit window:

    SFX_TargetExample.png

    SFX Edit Target Window

    FAQ - Activation and Activation Settings

    Why do book chapters appear in the search results when I have only the book target active?

    If a book is active for full text in SFX, its book chapters will also be searchable and flagged as full text available if they are indexed in CDI. This also applies to reference targets—for example, if a reference book is active, the individual entries will also be searchable and flagged as full text available if they are indexed in CDI.

    What is the filtered search?

    Most of our customers initially present to their users only items that are available to them in full text in their search results. Technically, the results are filtered by those that are flagged as available, which is why it is called the filtered search. Only when the user selects the Expand beyond the library collection option will other records with no full text appear in the results.

    Why are targets marked with ‘In CDI’ when a provider is not sharing metadata with the Ex Libris discovery systems?

    Targets are marked with the In CDI: Yes status when the coverage is more than 80%. This means that at least 80% of content from those targets is indexed in CDI from other data sources.

    With CDI, do I still need to activate alternative coverage targets for targets that are not indexed directly from the provider?

    No, this is not needed for targets for which you have full text. If you activate a full text target that is not directly indexed from the provider, CDI will automatically use the metadata from other targets in the index, and the content will still be searchable. There is no need to find and activate alternative coverage targets. If you want users to be able to search content that does not have full text and we do not index that content directly from the provider, you will need to activate alternative coverage targets.

    Some of the targets to which I subscribe from a publisher do not have the "In CDI" status set to "Yes" in SFX. How do I make sure that these targets and other targets from this publisher are discoverable?

    All your full text portfolios are published to CDI automatically regardless of whether they are coming from a target that has the In CDI status set ‘Yes’ or not in SFX. There is no need for any additional search activations. When the In CDI status is set to Yes, this indicates that that you can mark the target for discovery as well as activate its full text. This can be useful if there is content with no full text that you still want your users to discover. If you use this search activation for a target, its content – unless available in full text from other targets – will appear in expanded Primo searches, and its availability will appear as No full text available.

    Why is there a "CDI Search activation status" field in the Edit Target window when the documentation indicates that full text is automatically available?

    Regardless of the CDI Search activation status field's setting, all portfolios activated for a target are automatically searchable in CDI. Any inactive portfolios in the target are not searchable unless you activate the CDI Search activation status field for the target. If all portfolios in a target are already active in SFX, the setting or clearing of this field will not affect the search results in Primo.

    Prior to CDI enablement, I created a local target that has full text and no portfolios in SFX. After CDI enablement, why do I also see a similar target in SFX that is activated for search?

    The only way to make a target searchable in CDI is to activate the CKB target. Because CDI could not use your local target to identify and find its corresponding set of records, the CDI enablement process:

    • Retained your local target.

    • Activated what turns out to be the same target in CKB so that it is searchable in CDI.

    In this case, you should keep both targets active.

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