2021-03-19 ERM Meeting notes

CDI Watch Party 1

• ERM arranged a committee watch party for the January 11th Alma & CDI Single Activation for Consortia video: https://www.youtube.com/watch?v=tKbawBkpt1s . 

• While ERM acknowledges that the Ex Libris videos can be a little confusing to watch at times (descriptions can be hard to parse quickly), we recommend that institutions keep up with CDI training videos as they come out. 

  o   A takeaway from this video is the optional ability to combine institution and network zone search results on the same tab in Alma.  You have to ask Ex Libris to turn it on. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia/065Combining_Institution_and_Network_Zone_Search_Results

• PrimoVE CDI testing

  o   Campuses should be testing their PrimoVE instance to see how CDI records are displaying.  ERM recommends that individuals seek out records for books, newspapers, and journals.  

  o   You can test how CDI records for a specific collection display by searching by DBID, instructions are the first tip in the CDI Tips and Tricks page: https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-

Portfolio loader limitions and incompatibility with KBART