Objective | Migrate from PCI to CDI | |||||||
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CDI Feedback Form | https://forms.gle/isai3rDJoozh9hsK9ERM Testing | |||||||
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Ex Libris currently maintains two indexes for Primo & Summon. In order to support “new ways of discovery, beyond just the one result list option” and “enhance such areas by creating data relationships that enable us to release more exploration paths and smart discovery services”, Ex Libris is “creating a unified index” aka the Central Discovery Index.
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“In this phase, we move your activations from your Primo Central institutional profile to Alma and enable all CDI functionality on Alma. You will receive a notification a week prior to the move and when the move has completed. After the move, the following information will be included” ” in the PC to CDI Activation Report “that is viewable in your Alma environment: 1. A list of all your active collections in your Primo Central institutional profile. 2. The actions that were performed on each collection that was processed in the move to Alma.”
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Work with the Discovery group and public staff to test out the CDI instance for a period of one month or so.
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“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.” Follow these steps to go live with CDI If full-text access is set up in the NZ, resources from those collections should be found within libraries Primo instance if they are sharing the collection. Instructions for checking discoverability of NZ managed collections can be found here. Issues? Please submit a salesforce ticket and CC Jessica Hartwigsen. 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. |
Timeline
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Milestones and deadlines
Milestone | Deadline |
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Review PCI Collections | March 6, 2020 |
March 2217, 2020 - | |
CSU enablement | April 26, 2020- |
Assign CDI Inventory Operator | March 22April 26, 2020 - |
Tech User Testing | March 22April 26, 2020 - |
CSU Wide User Testing | April 13 May 11, 2020 - |
Go Live | TBAJune 15 |
Reference materials
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