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    The Ex Libris Central Discovery Index (CDI) – An Overview

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    Background

    Ex Libris continues to execute its strategic plan for accelerating discovery product innovation, enhancing operational excellence, and improving customer experience. Over the past years, since Summon joined the Ex Libris organization, we have further enriched both Summon and Primo with new features, and unified content, cloud, and support operations under one organization. As a result, we have been able to create a more agile operation, introduce new services, and enhance product performance, across both products.

    Our discovery environment is changing significantly with an increasing amount of new material and material types becoming available. New ways of discovery, beyond just the one result list option, need to be supported to enable users to find the resources they need in indexes that are now far beyond the three billion records bar. We introduced over the past years new features to support discovery not only with searching but also exploration and learning. In the future we will continue to enhance such areas by creating data relationships that enable us to release more exploration paths and smart discovery services.

    As part of our discovery strategy to meet user and customer expectations in the coming years, we are creating a unified index, leveraging our existing assets. The Ex Libris Central Discovery Index (CDI) is a central, unified index that has an upgraded infrastructure and that supports both Primo and Summon. With this move, we will be able to deliver an even more robust content index and expand the services that leverage it. With CDI, you will benefit from faster update cycles, better capacity for ingestion, enhanced ranking algorithms, and a separate database to store material relations.

    At the same time, we fully recognize our customers' choice of which discovery system is the best fit for their organization, and we will continue to support both Summon and Primo as our flagship discovery products and to provide dedicated roadmaps for each product.

    What Is CDI?

    CDI is a central discovery index – leveraging existing assets - that supports both Summon and Primo and delivers enhanced discovery, streamlines library management, and provides operational efficiencies. CDI will replace the Primo Central and Summon Indexes to give access to Ex Libris provided data. The ingestion of local data will continue to function as before.

    What Are the Key Benefits of the CDI?

    • Increased scalability and an improved infrastructure that is designed to address future challenges

      • Expanded content coverage

      • Continuous content enrichment and focus on data quality

      • Continued content neutrality

      • Granular resource types

      • Enhanced performance

    • Enhanced operational efficiencies for our customers, content partners and Ex Libris

      • For customers:

        • Single activation to publish content to users

        • Separate alternative coverage activations are no longer needed

        • Faster content update cycles (including new content)

        • More frequent rights updates for electronic holdings (24-48 hours)

      • For content partners and Ex Libris:

        • Data delivery and ingestion into one index

        • Streamlined problem resolution

        • Single-system monitoring (Ex Libris)

    Frequently Asked Questions

    What will change for users with CDI?

    In the move to Central Discovery Index (CDI), the changes for the users will be kept to a minimum to prevent any disruptions. However, we also want to improve the user experience with this change. In particular, the following improvements become available after the move to CDI: 

    • the switch from grouped records to merged records

    • the addition of more granular resource types (see Resource Types in CDI)

    Merged Records Instead of Record Groups

    In Primo Central we index records that come from different content providers. If the systems find several records for the same item, these records are matched and grouped. Users see in their result list one record, they can click on an “All versions” link to display the entire list of records in a group. In CDI we will be moving to a merged record. The advantage is that merged records are more intuitive for users than the groups. With the match and merge process, we combine all records for a citation together as a single search result while at the same time pulling all the possible metadata to drive discovery for a better user experience. The new combined record is called the logical record, the original records that contribute to the logical record are the physical records. For more information, see Match and Merge in CDI.

    Local records will not be merged with records from CDI.

    What will change for librarians with CDI?

    With the move to CDI we are also moving to single activation in order to simplify your activation processes. That means that you will be able to activate your collections in one place – Alma or SFX – and they will become searchable in CDI. Your current activations on your Primo Central institutional profile will be moved automatically to your respective Alma or SFX back offices. In addition we will be offering an EasyActive setting that is described in more detail below. This setting benefits particularly libraries who do not want to maintain their activations themselves and would prefer a more automated process to make sure their patrons do not miss out on content they are subscribing to.

    Will I have the same flexibility as today with single activation from Alma and SFX

    Yes, you will have the same flexibility in activating collections for search as you have today. We update CDI with the settings that you have at the time of the move. You can determine which collections are visible to your users, and which are not. In addition we are adding the option to turn collections on only for search but not display their content with “fulltext available”, even if the linking and availability flags are set at the collection level. This was not previously possible on your Primo Central activation profile. For example, in Primo Central, the Alexander Street Press collections appear with full text available on the user interface if you activate them for search. With CDI you can activate them for search, but not flag them as full text available. This is an advantage for users who want to see everything that is searchable, even if it is not available via the library. In addition, we are adding the optional EasyActive setting for customers who would prefer not to manage all their activations themselves.

    What Is the EasyActive setting?

    With CDI you can either continue to use the FullyFlexible setting described in the answer to the Will I have the same flexibility as today with single Activation from Alma and SFX question or move to the new EasyActive setting. The FullyFlexible setting does require the library to manage all their activations themselves, on an ongoing basis, including for collections used for alternative coverage of providers that are not directly indexed in CDI. The EasyActive setting activates the majority of collections automatically without library intervention. The full text availability settings are controlled by the library’s activation in their respective Alma and SFX back offices. From the library patron’s perspective that means that results returned in the expand beyond the library collection search can come from any collection in CDI (with some exceptions), while the default search (provided you are using the filter to only show items that are flagged as fulltext available in the default search) will only return what is active for full text availability. This setting has the advantage that all of the library’s subscribed content is discoverable immediately, the library still maintains control over what content is flagged as fulltext available to their users.

    Which collections are not automatically active in the EasyActive setting?

    Excluded from this setting are subscribed A&I databases and collections that have content that is only relevant for very specific regions or institutions. For a list of these collections, see EasyActive Collections List.

    What is the update frequency of my "Full Text Available" settings in CDI?

    The update frequency to your full text available settings in CDI will increase to appear within 48 hours after a change was made. The same frequency applies if you activate or deactivate a collection for search. The frequency of updates to your local data, for example your catalog from Alma, remains the same.

    I am using the APIs to retrieve content from Primo Central. Do I need to change anything when moving to CDI?

    No, you do not need to make any changes. Your API queries will work as before.

    How and when will my institution move to CDI?

    The move to CDI will be seamless. We will switch your institutional activations as they appear today on your Primo Central institutional profile to CDI and redirect your Primo environment to CDI. Your activations will become visible on your respective Alma and SFX Back offices and can be managed from there. There is nothing required from the institution to do. If you wish to review your activations before the move you can of course do this but it is not required. The move for the majority of our Alma customers will happen in the first half of 2020, for SFX customers in the second half of 2020.

    Does CDI have the same content as Primo Central?

    CDI will have the same content and more. Since we have some different collections in Summon and Primo Central users of CDI will enjoy the combined content of both indexes. We will publish more information about the content included in CDI at a later stage.

    Does CDI support Alma multi-campus configurations?

    Yes