Check discoverability of NZ collections (WIP)

If full-text access is set up in the NZ, resources from those collections should be found within a library’s Primo instance if they are sharing the collection. Below are instructions to verify this is actually happening.

  1. Check the holding file that Alma publishes everyday to CDI.

    1. Follow instructions from Stacey von Groll: https://knowledge.exlibrisgroup.com/Primo/Community_Knowledge/How_to_-_Access_and_open_your_Central_Discovery_Index_(CDI)_Institutional_Holdings_File

    2. and/or https://knowledge.exlibrisgroup.com/Primo/Community_Knowledge/How_to_-_Find_Central_Discovery_Index_(CDI)_records_for_specific_collections_in_Primo

      1. Example URL: http://na03.alma.exlibrisgroup.com/rep/getFile?institution_code=AddYourINSTCodeHere&file=cdi_institutional_holding

      2. Check here for institution codes

  2. Keep in mind the holdings file contains all the portfolios so we have to verify the titles are not active in another collection. When verifying discoverability try to choose a unique portfolio within the collection. Also keep in mind the following when testing.

  3. Find the collection DBID by clicking on the collection>electronic collection editor>Provider package code (DB id) → can do this in the NZ instance but not IZ. Following up with Ex Libris…