CDI Information, Tips, and Tricks

This is a collection of CDI information, presentations, helpful tips and tricks.

• Presentation on CDI activations, overview of CDI settings (Ex Libris)🆕

• CDI Activation Analysis Tool (Ex Libris) 🆕

• CDI Activation Analysis Tool presentation (CSU) 🆕

• Gale/CDI Linking Issues (Ex Libris) 🆕

• New CDI Hybrid linking (Ex Libris) 🆕

• CDI and CTO in VE -Use for Troubleshooting (CSU) 🆕

• CDI PNX and CTO in VE -Use for Troubleshooting (U. of Queensland)🆕

• CDI Tips and Tricks: Troubleshoot “available online” issues (U. of Queensland)🆕

• Ex Libris CDI Activation Mapping & Configurations (Ex Libris)

• CSU CDI Mapping & Configuration (CSU)

• Ex Libris CDI Tips & Tricks (Ex Libris)

• CSU CDI Helpful Hints, Tips & Tricks, and NZ configurations (CSU)

• CSU NZ CDI User sign up page (CSU)

• CDI Known Gaps and Issues (Ex Libris)

• CDI On Demand Webinars (Ex Libris)

• CDI Troubleshooting Tips (Ex Libris)

• Weekly CDI Updates (Ex Libris)

• CDI Knowledge Articles (Ex Libris)

• How do I proxy Link-in-Record (SUNY)

• SUNY’s documentation on Link-in-Record CDI linking (SUNY)

• Harvard CDI Management & Configurations (Harvard)

• Filtered Search setup and tips from SUNY (SUNY)

• List of SUNY FAQ pages (SUNY)

• eCAUG CDI Presentation (November 2020)

• CSU CDI 101 Tech Services Open Forum (October 2020)

  • CDI 101 (Recording)

  • Chat Transcript

• Ex Libris CDI Webinar:

Thank you for registering for this week’s CDI Update: Strategies, Tips, and Tricks for Troubleshooting webinar. It’s available to be viewed as either a YouTube video, WebEx recording, and PDF. This information is also posted on a Knowledge Center Primo webinar page, with a recording link also added to the CDI Recorded Webinars & Training page.  

 Here is the outline for the 43-minute session: 

•  Introduction (0:00)

• CDI Key Concepts (0:50)

  • CDI Filtered Search & Expand Search (0:55)

  • Databases versus selective/aggregator collections (3:12)

  • CDI Terminology (4:11)

• CDI Troubleshooting, Tips and Tricks (8:00)

  • Finding records for a specific Alma collection (10:28)

  • Search by PNX recordID (14:33)

  • How can I troubleshoot linking issues? (23:42)

  • How can I troubleshoot Linkresolver linking problems? (27:50)

  • Differences in Full-text availability indication between brief and full display (35:18)

• Documentation & Support (41:20)

• Conclusion (42:49)

 As highlighted in the webinar, we encourage you to review the CDI-specific documentation and training and the Troubleshooting Tips & Tricks resource posted in the Knowledge Center. Single activation is documented in the Alma online help. 

 Two additional CDI webinars are schedule in mid-January that may be of interest to you – Alma & CDI Single Activation for Consortia and Alma & CDI Single Activation for Libraries with Distributed Access to Electronic Resources. Visit the Ex Libris website to view times and access registration links for those sessions and more. 

As always, please send us any questions or feedback to cdi_info@exlibrisgroup.com.