CDI is a central discovery index that supports both Summon and Primo and delivers enhanced discovery, streamlines library management, and provides operational efficiencies.

For more information about CDI, see Documentation and Training.

The Central Discovery Index section allows you to specify the PC keys used to connect SFX with the Central Discover Index (CDI). This is needed to allow linking from SFX to your CDI institutional profile.

Additionally, this section provides access to:

• The CDI Consortia inheritance settings (for SFX instances with CDI and consortia API configuration set up).
• Configurations to define the priority order per provider that apply to all CDI Quicklinks and Link in record links.

For instances connected to a 'shared' instance (SFX consortium model 2), it is possible to define whether you want to inherit targets activated for CDI in the shared instance. The setting will be ignored if there is no 'shared' instance defined for your SFX instance.

1. From the SFX homepage, select Central Discovery > Configuration. The following appears:

   

2. Select either 'Yes' or 'No' and select 'Save'. If 'Yes' is selected, all targets active in CDI for discovery in the shared instance will be inherited, and all search targets active in the shared instance will be inherited. If 'No' is selected, this inheritance of CDI related activations will not be inherited from the shared instance.

1. From the SFX homepage, click Discovery > Configuration. The following appears:

   

   Central Discovery Configuration
2. Click Add Additional PC Key. The following appears:

   

   Add Central Discovery Configuration
3. Fill in the following required fields:
   • Name – choose a name for your CDI configuration
   • PC Key and Customer ID – provide the values for these fields from your Primo Back office > Institution Wizard configuration
4. In the CDI linking provider preference section, additional configuration can be provided. You can define which providers should be given preference when displaying links from CDI in the Primo View It section. These preferences are used in the following situations:
   • When only a single Link in Record link is returned from CDI
   • When the Display All Links from CDI option is enabled and multiple links are returned from CDI.
   • For Quicklink links

   This configuration is passed to CDI and is used when returning search results from CDI. For more information regarding link priority, see CDI and Linking to Electronic Full Text.

5. To add providers to the preference list:
   1. Select a new provider from the Available box. This box includes all CDI providers that have Provider Coverage set to Yes in the CDI Collection List.
   2. Use the left/right Arrows to move providers from the Available box to the Chosen providers order box and the opposite.
   3. Select the up/down arrows in the Chosen providers order box to adjust the new provider's precedence.
   Providers not included in the Chosen providers order box are listed below the ones you selected.
6. Click Save.

After adding a PC key and Customer ID (and optionally defining provider preferences for CDI linking), you can use the Central Discovery configuration list to edit or delete existing PC keys.