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Alma/Primo VE/CDI Glossary

• Aggregator Package: A type of electronic collection that includes all titles (as opposed to a selective package, which includes only some of the collection’s titles).

• Alma Link Resolver (UResolver): The Alma Link Resolver ensures that library patrons get the right links to library owned electronic content. This lesson provides an in-depth view of link resolving in Alma, including detailed demonstrations. Alma component that responds to external requests with a menu of physical, electronic, and digital services. For physical resources, requests are offered; for electronic resources, context-sensitive links are provided; for digital resources, direct links to the digital object are provided. More information available from training video. See wiki for difference between links from Alma vs Primo Central Index.

• Auto-load Holdings: This is an integration profile that can be set up for a few e-collections. The e-collection is directly updated by a file sent by the publisher. The e-collections that can use this profile are ProQuest Ebook Central DDA, Springer Journals & Ebooks, Ovid, Elsevier Journals & Ebooks, Taylor & Francis, Project Muse.

• Available For:This tab or label indicates which library is sharing this electronic collection or portfolio in the NZ. This label appears on the ECC and Opt-in e-collections in the NZ.

• Cancel POL:Canceling a PO line invalidates the PO line. For more information on canceling POL’s, see the Ex Libris Alma documentation.

• Central Discovery Index (CDI): *Live as June 2020. Ex Libris is developing a new Central Discovery Index (CDI). This unified index will support both Summon and Primo, creating the best of breed discovery index by upgrading infrastructure and capabilities from the existing Summon and Primo Central indexes. CDI is maintained in the Alma Collections, in the CDI tab under Edit Collection.

• Close POL:Closing a PO line is used to indicate that the purchase was completed. POL’s that can be closed are “One-time PO lines that have been sent” and “Continuous PO lines waiting for renewal”

• Collection Activation: The process of enabling access to e‐resources for patrons. Includes confirming that the library has access to the resource and setting up technical information so the public has access.

• Community Zone (CZ): This is the Alma knowledgebase shared by the Alma community which contains electronic collections, portfolios, and bib records.

• Electronic Collection: A collection of electronic resources that can contain packages (which include portfolios) or databases (which include URLs).

• Electronic Core Collection (ECC): These are the resources that are negotiated, paid-for, and maintained by the CSU Chancellor’s Office. These central resources are managed in the NZ in Alma. More information about the ECC: current list of e-collections and information about what is the ECC.

• Google Scholar Publishing: This is when the full text holdings file is sent to Google Scholar. Library holdings will appear when doing a search in Google Scholar.

• Held by: This tab shows which library has a record for this item, physical or electronic. Usually referring to the bib record.

• Institution Zone (IZ): This is the library’s individual inventory for bib records, portfolios, orders, licenses, user files, and circulation transactions.

• Inventory: The resources that are owned or licensed by or associated with a particular library, institution, or consortium. All descriptive bibliographic metadata resides in the Metadata management system (MMS) with appropriate links from the inventory to the corresponding descriptive information.

• License Management: The management of a contract between the library and a vendor for the lease of one or more copyrighted bibliographic databases or online resources. This includes creating, updating, and deleting licenses.

• Linking tab in a Portfolio: This is the linking information used to link to a database or a journal from Alma. The Linking tab has information on the linking level for the journal or the electronic collection. Most e-collections are ARTICLE linking level but some are JOURNAL linking level. Many portfolios require a jkey or bkey to link directly to the journal. A local “parse parameter” (the term used for journal or article linking) can be added if the global “parse parameter” is not working correctly.

• Material Type: The type of material, such as a book or electronic journal package, from which an item takes its form. Note that the material type does not control the PO line workflow and can be modified when creating/editing a PO line. An item material type manifests itself in Primo’s Get It/Details tabs.Material types are system‐defined and cannot be configured through the Alma interface.

• Metadata Management System: The interfaces, functions, and data that define institutional systems and allow them to manipulate their descriptive metadata. The MMS includes a Community Zone and a Library Zone.

• MMS Management Tags: Tags attached to each MMS record that define attributes to be used for further management of the record, such as exporting, publishing, and enhancing.

• Network Zone (NZ): The Network Zone contains all the shared bib records and centrally paid-for and negotiated electronic collections. The CSU uses OCLC records for shared bib records and the CZ for shared electronic collections (ECC and Opt-in e-collections). There are three shared e-collections where the CSU uses OCLC bib records; Marcive, JSTOR DDA e-books, and Safari e-books.

• NZ Negotiated Licenses: These are the negotiated licenses available in the NZ for ECC and Opt-in e-resources. The licenses contain the cost per library for the subscriptions to Opt-in resources as well as provide access to PDF copies of the signed agreements and spreadsheets of the title lists.

• Opt-in Collections: These are the resources that are negotiated and maintained by the CSU Chancellor’s Office. These central resources are managed in the NZ in Alma.

• Package/Collection/Resource: Formerly, a collection of portfolios from a specific data provider. (Analogous to SFX KB target.) Currently, the term and its functions are being combined with those of “database” to allow for more flexibility in both functionalities. Eventually, “package” and “database” will be deprecated and “electronic collection” will cover both entities.

• Portfolio: The specific coverage, services, and link information relevant for a particular title within a package. May include administrative/access information. May be local or global. Analogous to SFX KB Object Portfolio.

• PrimoVE: PrimoVE is the front end public facing interface to discover your holdings (print, electronic, images) from Alma (OCLC, vendor, CZ records), from external sources such as ContentDM, and from Central Discovery Index (CDI). Each CSU has its own Alma, PrimoVE and CDI to reflect its particular content; and we have the Network Zone to reflect our shared content. PrimoVE is updated with data from Alma every 6 hrs.

• Primo Central Index (PCI): Primo Central Index is an index that includes scholarly articles, ebooks, conference proceedings, newspaper articles, and more. Review the PCI collections lists (alternative coverage, books, open access). PCI Overview in the wiki. *Discontinued use in June 2020, replaced by CDI.

• Central Discovery Index (CD) Link In Record: 'Link in Record' delivery method, this means that the full text links come directly from the CDI record and Alma Link Resolver is never involved. To see which resources are available in CDI, see Alma documentation.

• Provider-Neutral/Database-only records: These are the records that represent the resources or electronic collections that do not have portfolios or link to a database or website. There are CSU-specific policies for their use in the NZ.

• Purchase Order Line (POL): The PO line is the management unit of the order. This is the order form used to order physical and electronic items as well as subscriptions, ongoing as well as one-time orders. More information about each field of the POL are defined by the Alma documentation.

• Selective Package: A type of electronic collection that includes only some of the collection’s titles (as opposed to an aggregator package, which includes all of the e‐collection’s titles).