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Link-in-Record is also known as “Direct Linking.” “First Search” is the same as searching “My institution” or the local library holdings. In Ex Libris terminology, it would be First Search vs Expanded Search (include records from other libraries in search results).

See NZ CDI settings below.

*This is a work in progress, mainly the format, not the content, is under construction.

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Full Text Linking in CDI Type = Link-In-Record (OA or not subscribed to an Alma e-collection)

Option 1: CDI search is active & ”Full Text Available” appears (full text link comes from CDI, use for OA e-collections)

Option 2: CDI search is active & “Full Text Available” does not appear.

Option 3: CDI Search: Requires a subscription to search CDI.
*Best practice- deactivate Alma & CDI collection because searching CDI requires subscription.

Desired outcome in Primo

CDI records appear in Primo with Link-in-record full text “View Record in… .”

CDI records appear in Primo but will not have a “Full Text Available” label in expanded search results. Other options appear, such as ILL.

CDI records for that collection do not appear in Primo expanded search results.

CDI Search activation status

Yes

Yes

No

CDI-only full text activation

Checked

Unchecked

Unchecked

Do Not Show Full Text available in CDI even if active in Alma

(greyed out)

Checked

Checked

Search Rights in CDI

Free

Free

Subscription

CDI in NZ:

  • 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.

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