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    What Will Activations for CDI Look Like in Alma?

    Settings

    Alma will have two different settings for managing collections in CDI: a fully flexible setting that is similar to how search activations work in Primo Central today, and the EasyActive setting that is similar to how activations work in Summon. The EasyActive setting automatically enables searching for the majority of the collections in CDI. The exceptions include collections that you need to subscribe to in order to search them (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 have no full text will be visible only if the user selects Expand beyond the library collection.

    For both settings, the EasyActive setting and the fully flexible setting, you will be fully able to control full text availability. This also applies to collections that are set to “full text available” on the collection level. Note that the latter case is different to how the settings work in your Primo Central institutional profile today (where collections that do not use the link resolver, when active for searching, appear automatically as available in full text).

    When we move you from Primo Central to CDI, you will automatically be using the fully flexible setting. You can then opt to move to the EasyActive setting.

    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 fully flexible setting. and b) in 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 be flagged 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. 

    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.

    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 status “Active for fulltext in CDI only”, instead. You can decide after the move whether you also want to set those collection to be active in Alma as well.

    Alternative Coverage Collections

    If you are using the fully flexible setting, you will need to continue to activate alternative collections for collections that are not directly indexed in CDI, in order to have their content searchable. The majority of content is not uniquely indexed in just one place, so the alternative coverage is high, but you might need to activate several collections to achieve the highest possible coverage. If you use the EasyActive setting, you do not need to worry about activations of alternative coverage collections, because the majority of collections are active for searching by default. Only collections for which you need a subscription to search them, are not active by default and are dependent on your Alma activations, for example many of the A&I databases.

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