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https://forms.gle/isai3rDJoozh9hsK9

Objective

Migrate from PCI to CDI

Due date

 

Status

Status
colourYellow
titleIn progress

CDI Feedback Form

ERM Testing

Working Docs

CSU Questions/Issues

CSU Reported Questions/Issues

Google Folder

CDI Testing

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titleWhat is happening?

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. 


Libraries will be switching over from the PCI to CDI over the next few months. As NA03 members, CDI will be enabled for us on Mar. 22, 2020 and the general switchover is scheduled for Aug. 09, 2020. The following is the proposed plan for the switchover.

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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. CDI Resource Types

  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. The ULMS ERM group has worked on updating NZ collection to CDI Search :Yes. However, 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.

  5. 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.

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titleGoing Live (June 15)
  1. As a consortia, we will have to come to a consensus on the following:

    1. Go live date, decision mechanism:

    2. Survey?

    3. ERM & Discovery

      ?

      met and decided on a June 15 date.

    4. Search mechanism?

      1. ERM: Remain on Fully Flexible

      2. move to Easy Active

      3. Work with Ex Libris for individual campus choice?for now.

  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

  4. 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.

  5. 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

Roadmap Planner
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titleRoadmap%20Planner
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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

June 15

Reference materials

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