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titlePreparation Phase (February 01- March 22)
  1. Learn About Single Activation:

    1. Read each article found here

    2. Watch the following webinars

      1. Ex Libris Central Discovery Index: An Overview and Update - May 2019

      2. Central Discovery Index (CDI) Update - Oct. 2019

      3. Customer Training Single Activation on Alma

  2. Subscribe to CDI Move Notifications: 

    1. Click here: https://status.exlibrisgroup.com/

    2. Sign up for Alma NA03

    3. Sign up for Primo NA11

  3. Review New, Updated, and Deprecated Resource Types. Review list of resource types in case any are used locally. More information can be found here

    1. New: Computer file, Market Research, Microform, Newspaper, Standard

Formerly

Now

Archival Material

Or 

Manuscript

Archival Material/Manuscript

Review

Book Review

Research Dataset

Or 

Statistical Dataset

Dataset


Technical Report

Report

Website

Web Resource


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titlePC to CDI Activation Report Review Phase (March 17- March 31)
  1. Ex Libris will enable the Alma Activation reports in each of our Alma environments on March 17. CDI WILL NOT BE ENABLED, just the reports.

  2. Review the report

    1. Review the report and check off what collections you want to be activated in the IZ

      1. Download the PC to Alma Activation report 

        1. Resources>Advanced Tools>PC to CDI Activation Reports

        2. Download the Excel Sheet

        3. Insert a new column “Activate in our IZ”

        4. Let us know what you’d like activated in your IZ.

        5. Here is a short video as an example

  3. Place completed reports here by March 31st.

    1. Use your institution as the file name. Ex.San Francisco State University

    2. The ERM team will use this Google sheet to track responses. We will use this list contact anyone that has not responded.

  4. Return to Ex Libris

    1. Ex Libris would like reports to be returned at the same time by the ERM team. We will facilitate this.

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