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    CDI Tips and Tricks

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    Finding a CDI Record for a Specific Alma Collection You Activated for Full Text or Search

    After you have activated all or selected portfolios for search in Alma, you can view these portfolios in Primo by searching for the collection's code in the DB ID field. If a collection contains more than one DB ID, you can use any one of them.

    To find the records associated with an active collection:
    1. Perform a search for the electronic collection in the Alma repository.

      CDI_EC_Search.png

      Electronic Collection in Repository Search
    2. Edit the electronic collection and save the value of the Provider package code (DB ID) field for later.

      CDI_EC_EditorSummary.png

      Electronic Collection Editor - Summary Information
    3. Perform a search for anything (such as test) in Primo and modify the search parameters in the URL to search for your specific electronic collection. For example, replace the following highlighted parameters and execute the new search:  

      https://primo-demo.exlibrisgroup.com/primo-explore/search?query=any,contains,test&tab=default_tab&search_scope=PC&vid=BLUE&lang=en_US&offset=0&searchCDI=true

      With:

      https://primo-demo.exlibrisgroup.com/primo-explore/search?query=dbid,contains,covid&tab=default_tab&search_scope=PC&vid=BLUE&lang=en_US&offset=0&searchCDI=true

    Finding a CDI Record for a Specific SFX Target You Activated for Full Text or Search

    After you have activated all or selected portfolios for search in SFX, you can view these portfolios in Primo by searching for the collection's code in the DB ID field. If a target contains more than one DB ID, you can use any one of them.

    To find the records associated with an active collection:
    1. Perform a search for the target in the SFX KBManager

    2. Edit or view the target and save the value of the Provider package code (DB ID) field for later.

      SFX_Target1.png

      SFX Target List with Edit and View Buttons

      SFX_AdditionalDetails2.png

      DBI ID in the Target Edit Window
    3. Perform a search for anything (such as test) in Primo and modify the search parameters in the URL to search for your specific target. For example, replace the following highlighted parameters and execute the new search:  

      https://primo-demo.exlibrisgroup.com/primo-explore/search?query=any,contains,test&tab=default_tab&search_scope=PC&vid=BLUE&lang=en_US&offset=0&searchCDI=true

      With:

      https://primo-demo.exlibrisgroup.com.../search?query=dbid,contains,covid&tab=default_tab&search_scope=PC&vid=BLUE&lang=en_US&offset=0&searchCDI=true

    Checking Which Collection Is Causing a Specific Record to Appear in CDI

    The search results in Primo are based on your activations in Alma: 

    • All records that CDI can match against an active full text portfolio in Alma, or that are part of a full text database in Alma appear in the results in the filtered search and are flagged as full text available. Exceptions are records from collections that are marked in Alma as Do not show as Full Text available in CDI even if active in Alma

    • Records from collections that are active for search, but have no match in any of the active full text collections, appear in the expand search, flagged as No full text available.

    • Records that are neither part of a collection that is active for full text, nor part of a collection that is active for search, do not appear in the results at all (Note that this applies to the fully flexible setting, and for EasyActive, please check here.). You can find more information about the fully flexible setting here.

    Note that the document ID that you can find in the URL for a full view of a record is randomly chosen in a merged record, it can reflect the source of the activation for a record but often it does not.

    primo link.png

    To determine the source of a record's activation in Alma:

    The easiest way to check the activation source is to look at the source field in the full view of an item (and in the PNX). This source field refers to the activation source on Alma/SFX that is responsible for the record to appear in the result list.

    Important Notes:

    1. In most cases, you should see the same collections name as in Alma. However, CDI is used by both, Summon and Primo, and since the two systems are based on different KnowledgeBases, it can happen that the names do not exactly match. The activation source name can only come from one KnowledgeBase, if there is no exact match between both KnowledgeBases then the 360 collection name is displayed. Apart from smaller name variations it can happen that a more granular collection is displayed; For example you have the Civil War Collection active in Alma, but in 360, this is divided into sub-collections, and therefore you see The Civil War: Part VI: Northeast Regimental Histories as the source on the Primo Interface. For one-to-one matches, we added the 360 collection name as an Alternative Collection name to the CDI collection lists so that so that you can see to which collection in Alma or SFX the Activation Source is referring. Our content team has an ongoing project aligning the collections in the two KnowledgeBases but this is a lengthy and complex project because both KnowledgeBases are actively in use and we cannot interfere with a customer’s existing activations when we make changes to collections, their structure and content. 

    2. An additional effect is that collections that you create locally in Alma (and that have portfolios that are published to CDI for discovery), or that have no DBID mapped to it on Alma/SFX, appear in the UI currently as Alma/SFX Local Collection because the collection name cannot be matched against the KB. This applies for example to local collections with journal portfolios, or for consortium packages from the CZ – the journals will be published to CDI and the articles become searchable. The name of the collection is not known to CDI in such a case and therefore appears as Alma/SFX Local Collection.

    3. Collections that are only active for search do not appear in the records. The activation source field covers active collections with full text, and those A&I databases that require a subscription (e.g. WoS etc.).

    4. While the source field covers the vast majority of collections, some collections are still in the process of being added.

      CDI Source.png

      Source of Collection

      In addition, it can also be helpful to check the full text link to determine the activation source:

      • If the collection type is Link in record, the name of the collection may be part of the link

        Collection_Name_In_Link_4.png

        Collection Name in Link on Full Display Page
      • In some cases, you may see the View full text in the collection link if the collection name has not been added to the central CDI configuration.

      • If the collection type is Linkresolver, the links to the listed collections indicate which collections are active in Alma. In SFX, the list is found on the link menu if you use one.

    Checking Which Link Type a Specific Record in Primo Is Using (OpenURL or Link in Record)

    When performing searches in Primo, you can determine the collection's linking type (Link in Record or Linkresolver) based on the following indicators on the record's Full Display page:

    • Link in Record – The link in the View Online section will include the following text: View full text in collection or View item in <Collection name>.

      LinkinRecordTypeIndication_5.png

      Link in Record Link on Full Display Page
    • Linkresolver – The availability indicator will be Available Online, and the links shown in the View Online section will appears as they are shown in Alma/SFX.

      LinkResolverTypeIndication_6.png

      Link Resolver Links on Full Display Page

    Checking the OpenURL That Primo Sends to Alma/SFX

     
    To display the OpenUrl for a record:
    1. Open the record's Full Display page in Chrome.

    2. Press F12 to inspect the page.

    3. Press <CNTL>-F5 to refresh the page.

    4. Find the OpenUrl:

      • Primo VE:

        In Network tab of the inspection tool, select All and filter the results by pnxs. In the results, look for AlmaOpenurl, which is created using the CDI PNX data.

        DisplayO_URL_PVE_1.png

        OpenUrl in Inspection Tool

        Alternatively, you can add the Display CTO link to the record's brief display in the search results. Selecting the link displays the context object after augmentation by Alma.

        Display_CTO_PVE_2.png

        Display CTO Link in Brief Display
      • Primo:

        In Network tab of the inspection tool, select All and filter the results by openurl. In the results, look for Openurl, which is created using the CDI PNX data.

        DisplayO_URL_Primo_3.png

        OpenUrl in Inspection Tool

    Checking Whether a Specific Collection and Its Portfolios Were Correctly Published by Alma/SFX to CDI

    After a collection and its portfolios are activated in Alma/SFX, CDI is not aware of the changes until Alma/SFX publishes the updated list of holdings to CDI. For information on how to verify that a collection and its portfolios have been published to CDI, see the following documents:

    What type of collections are included in the collection facet in CDI?

    Collections will appear in the collection facet based on full text activations in Alma; only items with full text will be included in the collection facet. 

    • In the filtered search, counts will be based on your active full text.

    • In the expanded search, counts will also include records without full text.

    • The collection name in the facet may not be exactly the same as you see on Alma. This is because we are using two different knowledgebases (Alma/SFX and 360) that can have slightly different collection names.

    • Currently, not all active collections appear in the collection facet. This applies specifically to collections where full text rights are calculated on portfolio level and not on database level because such records do not contain a database identifier (DBID). We are in the process of adding such identifiers. This is a bigger project because of the size of the index. We target to have this concluded by the end of the year.

    Why is the record in the brief search results list indicated as "Full text available," but when we open the full record display the status changes to "No full text" and there are no links?

    There are a number of reasons why this can happen. The two most common causes are the following:

    1. The record is coming from an aggregator/selective package in Alma/SFX and the selective setting (We subscribe to only some titles in the collection) on the CDI Tab in the Electronic Collection Editor is set to No

      This can be especially problematic for aggregator collections that contain material beyond the portfolios in Alma, for example reports. If the selective setting is set to no, all content of this database will be set to full text available in the result list on CDI regardless whether there are matching portfolios in Alma or not. If a record from such a collection has no matching portfolios in Alma, then the real-time-availability check with Alma will fail when the user opens its full view. For such cases it is best to change the selective setting from no to yes. As a result Alma will only mark those records as available that have matching portfolios and are therefore accessible to the user.

    2. Holdings files are not up to date, creating a mismatch between availability on CDI and full text activations on Alma. For more information, see The Holdings Files are published to CDI daily and are the basis for rights calculations on CDI

      There are two parts that need to be checked here:

      1. Was the institutional holdings file recently published for CDI, and is it accessible. 

      2. Was the institutional holdings file correctly processed by CDI.

      The first part is something you can do yourself on Alma/SFX, and the second part can only be done by Ex Libris staff. It is recommended that you check 1, and then open a support case, including any information that you gained from check 1. 

    3. In some cases, we found that also title mismatches can lead to the real time availability check on Alma failing because it cannot find the matching portfolio (if there is no identifier). To identify these cases, check the following:

      • The record does not have an ISSN/ISBN in CDI.

      • The title in the OpenURL sent by CDI is different from the title with the active portfolio in Alma. For information about checking the OpenURL sent by CDI, see Checking the OpenURL That Primo Sends to Alma/SFX.

      Please open a support case and add any information you found. 

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