2020-08-21 ERM Meeting notes

Discuss ERM Goals pt 2

• address CDI issues as needed

• Get the SDLC opt-in ordering coded memo new tool/alma function (need to work with ACQ on the ordering tool)

Finalize CDI NZ recommendations from 7/24

1.  ERM recommends that the consortia hold off turning on CDI Search for Network Zone collections because:

   • all NZ “link in record” type Database records will become discoverable in every campus OneSearch instance, regardless of subscription status.

   • This issue has been brought to Ex Libris’ attention; ERM will periodically check on the link in record database type functionality with CDI. If link in record Database bibliographic records can be suppressed and still work, we will revisit the issue of turning NZ collections for CDI search.

2. ERM recommends that for aggregator collections where the campus does not subscribe to all content, each campus should tick the “We subscribe to only some titles in this collection” in both NZ and IZ collections to avoid false full-text available flags.

3. As of the August release, campuses can suppress of Database type records in Primo while still having CDI content available for that database. To do so, add a CDI-only full-text activation option to the following areas to allow collections to suppress the collection's bibliographic record and still publish it to CDI:
   Collection list (collection action list)
   Electronic collection editor

4. ERM recommendation on the issue duplicate ebook records between the CDI and local index: each campus must decide whether to turn CDI off for search for NZ and IZ ebook and streaming media collections.  

• There is a “suppress” option in the CDI tab in the electronic collection editor – it is called “Do not show as Full Text available in CDI even if active in Alma”. The effect of ticking this option is that the ebook records are not published to CDI anymore.

  • The suppression only works in the “filtered” view, CDI content will still show up in the results in the expanded view, as a “false negative” record, where the results list indicates no full text available, but clicking through to the record will result in a TESTING NEEDED

• If you suppress NZ and IZ ebook collections for CDI you will eliminate ebook record duplication in OneSearch [where there is both a CDI and a local index record for the same item, using the same access link], but you will also lose ebook chapter level indexing from the CDI

  • Since the deduplication appears to only work in the “filtered” view, presumably ebook chapter indexing would still be present in the “expanded” view, but may result in false negative records. TESTING NEEDED

• If you don’t suppress NZ and IZ ebook collections for CDI, you will have chapter level indexing for ebooks, but you will also have duplicate ebook record entries for the CDI and local indexes. 

• ERM believes this should not be a long term solution. Ex Libris should find a long-term solution to eliminate duplicate ebook records between CDI and local indexes.

TS Open Forum request

• Luiz Mendes asked the ERM Committee to present the following topic in September:

  • CDI for Dummies

    Many CSU libraries are activating e-collections in the CDI in lieu of cataloging or activating them (portfolios) in Alma CZ. For example, my own library (Northridge) has activated a number of streaming video collections in CDI which by-passed the need for cataloging/managing collection in Alma. Some questions emerge: how do libraries decide which approach is best: to manage e-collection via Alma (cataloging or CZ) vs CDI? Benefits of activating collections in CDI vs Alma?

  • Ask Christine Holmes from San Jose State (uses CDI for ebooks/streaming) and Stacey Magedanz from San Bernadino to possibly present [stacey found the ebook problem first] Doesn’t use CDI for ebooks/streaming

Open Access records in the NZ and IZ

• SDSU will test out eliminating the overlap, with assistance from Jessica