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If you have volunteered or been volunteered to be the CDI liaison for the NZ, you will be able to change the CDI settings for your library’s CDI Group Settings in the NZ.

Note: If your library is not sure if a CDI collection is active for the library in both the IZ and NZ, there is a report that can be downloaded to see which CDI resources are active in the IZ. IZ CDI settings will override NZ CDI settings so if the library decides to keep the IZ CDI resources, changes to settings will need to be done in the IZ. If a library wants the CDI settings to come from the NZ, the IZ CDI resource can be deleted or deactivated.

  • Download the PC to Alma Activation report 

    • Resources>Advanced Tools>PC to CDI Activation Reports

    • Download the Excel Sheet

*If there are no Group Settings for the NZ e-collection, do not make changes and contact the NZ admin.

  • If there are Group Settings for the NZ e-collection, go to your library in the list of Group Settings and edit the CDI configuration.

  • Follow the same steps as you would in the IZ, go to the CDI tab at the Collection level.

  • But in the NZ e-collection, go to the CDI Group Settings section of the CDI Institution Settings.

  • Make the changes for your library and save the changes.

Do not make changes if you do not see CDI Group Settings:

These will need to be set up by the NZ Admin and then local changes can be configured.

There is a CSU CDI configuration page to help make decisions on which CDI settings should be selected or not selected.

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