Below are options for activating CDI search rights and Full Text linking. There are some best practices suggested by Ex Libris that help with making decisions on activating CDI Search and Linking. Ex Libris has published a page on CDI mapping and configuration on their Knowledge Center site.
Link-in-Record is also known as “Direct Linking” and the Linking.” “First Search” is the same as searching “My institution,” institution” or the local library holdings. In Ex Libris terminology, it would be First Search vs Expanded Search (Include results include records from other libraries in search results).
*This is a work in progress, mainly the format, not the content, is under construction.
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All libraries automatically inherit the Alma full text collections in CDI.
Libraries do not automatically inherit CDI records for Alma database-only e-collections.
Message in IZ “This institution is not inheriting Network Zone CDI activations” means the library is not inheriting CDI records for database-only Alma e-collections.
Needs to be configured to inherit in IZ.
All link-in-record linking type in CDI NZ e-collections: “CDI-only full text activation” = checked
Based on Ex Libris recommendations.
If there is partial open access (OA) in a CDI collection, the CDI full text linking will be removed (Do Not Show Full Text available in CDI even if active in Alma = checked). If there is full text from Alma, the full text link will appear in the full record.
Group settings are being added to all CDI settings according to subscription settings in the Alma group settings. If a library does not subscribe to an Alma e-collection, the library will receive the CDI records in the search results, but will not see the “full text available” message in the Primo search results. If a library does subscribe to an Alma e-collection, both CDI search activation will be active and the “full text available” label will appear in the Primo search results.
*CDI Management table from Harvard.
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