Below are options for activating CDI search and Full Text linking. There are some best practices suggested by Ex Libris that help with making decisions on activating CDI Search and Linking. Link-in-Record is also known as “Direct Linking” and the “First Search” is the same as searching “My institution,” library holdings. *This is a work in progress, mainly the format, not the content, is under construction.
Full Text Linking in CDI = LinkResolver (Subscribed to Alma e-collection) | Option 1: CDI Search is active & ”Full Text Available” label appears ⬇ | Option 2: CDI Search is active but ”Full Text Available” label does not appear ⬇
| Option 3: CDI Search is inactive- No CDI Records in Expanded Search results ⬇ |
|---|---|---|---|
CDI Search activation status | Yes | Yes | No |
We subscribe to only some titles in this collection | Yes | Yes | Yes |
Do not show as Full Text available in CDI even if active in Alma | Unchecked | Checked | Checked |
Search Rights in CDI | Subscription or Free | Subscription or Free | Subscription or Free |
Outcome in Primo | CDI records appear with “Full Text Available” if the library subscribes to that title in Alma. | CDI records appear but will not have a “Full Text Available” label in expanded search results. Other options appear, such as ILL. | CDI records for the collection do not appear in Primo expanded search results. |
Full Text Linking in CDI = LinkResolver (OA or not subscribed to an Alma e-collection) | Option 1: CDI search is active & ”Full Text Available” label does not appear | Option 2: CDI search is active & ”Full Text Available” label appears (example: OA e-collections) | Option 3: CDI Search: Requires a subscription to search CDI Best practice- deactivate Alma/CDI collection because searching CDI requires subscription |
|---|---|---|---|
CDI Search activation status | Yes | Yes | No |
We subscribe to only some titles in this collection | No | No | No |
Do not show as Full Text available in CDI even if active in Alma | Checked | Unchecked | Checked |
Search Rights in CDI | Free | Free | Subscription |
Outcome in Primo | CDI records appear but will not have a “Full Text Available” label in expanded search results. Other options appear, such as ILL. | CDI records appear with a “Full Text Available” label for all of the records available from the CDI collection. | CDI records for that collection do not appear in Primo search results. |
Full Text Linking in CDI = Link-In-Record (Library subscribes to Alma e-collection) | Option 1: CDI search is Active & ”Full Text Available” appears. | Option 2: CDI search is active & ”Full Text Available” appears. | Option 3: CDI Search Inactive- No CDI Record in Search Results |
|---|---|---|---|
CDI Search activation status | Yes | Yes | No |
CDI-only full text activation | Checked | Unchecked | Unchecked |
Do Not Show Full Text available in CDI even if active in Alma | (greyed out) | Unchecked | Checked |
Search Rights in CDI | Subscription or Free | Subscription or Free | Subscription or Free |
Outcome in Primo | CDI records appear with Link-in-record full text link, “View Record in … .” | CDI records appear with full text links coming from Alma e-collection. | CDI records for the collection do not appear in Primo expanded search results. |
Full Text Linking in CDI = Link-In-Record (OA or not subscribed to an Alma e-collection) | Option 1: CDI search is active & ”Full Text Available” appears (full text link comes from CDI, use for OA e-collections) | Option 2: CDI search is active & “Full Text Available” does not appear. | Option 3: CDI Search: Requires a subscription to search CDI. |
|---|---|---|---|
CDI Search activation status | Yes | Yes | No |
CDI-only full text activation | Checked | Unchecked | Unchecked |
Do Not Show Full Text available in CDI even if active in Alma | (greyed out) | Checked | Checked |
Search Rights in CDI | Free | Free | Subscription |
Outcome in Primo | CDI records appear with Link-in-record full text “View Record in… .” | CDI records appear but will not have a “Full Text Available” label in expanded search results. Other options appear, such as ILL. | CDI records for that collection do not appear in Primo expanded search results. |
CDI in NZ:
All libraries automatically inherit the Alma full text collections in CDI.
Libraries do not automatically inherit CDI records for Alma database-only e-collections.
Message in IZ “This institution is not inheriting Network Zone CDI activations” means the library is not inheriting CDI records for database-only Alma e-collections.
Needs to be configured to inherit in IZ.
All link-in-record linking type in CDI NZ e-collections: “CDI-only full text activation” = checked
Based on Ex Libris recommendations.
If there is partial open access (OA) in a CDI collection, the CDI full text linking will be removed (Do Not Show Full Text available in CDI even if active in Alma = checked). If there is full text from Alma, the full text link will appear in the full record.
Exceptions:
*CDI Management table from Harvard.