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titleUser Testing (May 11-)

Work with the Discovery group and public staff to test out the CDI instance for a period of one month or so.

  1. “In order to view CDI collections in your Primo production environment, simply add &searchCDI=true to the end of your Primo URL”

  2. Resources of interest:

    1. What patrons will see…

    2. Match & Merge Story

  3. Note of warning:

    1. The tech is different so there will be a change in search & ranking:

      1. “CDI will return a much larger number of results for most searches”

      2. More granular resource types

      3. Known CDI Issues and Gaps

    2. The doc ids will be changed but a process was identified to preserve the permalinks. Their testing shows they were able to preserve 92% of the permalinks.

  4. Submit feedback here. If folks ask cdi_info@exlibrisgroup.com and get an answer that you’d like to be placed on the wiki, please use the form or email one of the group members.

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titleGoing Live (TBAJune 15)

  1. As a consortia, we will have to come to a consensus on the following:

    1. Go live date, decision mechanism:

      1. Survey?

      2. ERM & Discovery?

    2. Search mechanism?

      1. Remain on Fully Flexible

      2. move to Easy Active

      3. Work with Ex Libris for individual campus choice?

  2. “The switch from Primo Central to going live with CDI is seamless and takes effect within one hour. During the switch, there is no downtime for your users.”

  3. Follow these steps to go live with CDI

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Roadmap Planner
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titleRoadmap%20Planner
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Milestones and deadlines

Milestone

Deadline

Review PCI Collections

March 6, 2020

Check Activation Report

March 17, 2020 -

CSU enablement

April 26, 2020-

Assign CDI Inventory Operator

April 26, 2020 -

Tech User Testing

April 26, 2020 -

CSU Wide User Testing

May 11, 2020 -

Go Live

TBAJune 15

Reference materials

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