Q. How does the Central Discovery Index (CDI) work and what do I need to know?

Answer

Role needed: CDI Operator (won’t see Activate for CDI searching without it) 

Changes from PCI searching: 
  • Anything full-text is automatically searchable in unexpanded and expanded search, including any articles from full-text journals or book chapters. No extra “search package” needs to be turned on. 
  • Yes to CDI searching only affects searching for content that you don’t have full-text, AKA "expanded" searching. 
  • No longer need alternative coverage for EBSCO, but if you turned on collections in PCI that would be useful for your patrons to search in an expanded search, like Proquest collections, the CDI Task Force recommends leaving them active for CDI searching.
Activating/Deactivating CDI Search: 
  • New package not already in campus IZ: Look up collection in CZ, click three dots at right to activate for CDI searching. You don't need to "Activate" a collection to make it Active for Search. If you don't see the Activate for CDI search option, check your roles to make sure you have CDI Operator. 
  • Package already in IZ: do the same except look it up in the IZ 
  • Not all packages are part of CDI searching, so some won’t have option to activate 
  • Packages only active for search and not for search + fulfillment have black icon next to them in the IZ 
  • Some packages, like EBSCO, say that you can turn them on for search, but EBSCO is not actually part of CDI. Full-text will be searched whether or not you activate for CDI searching.
  • If you decide that you no longer want to search a package in the expanded search, you can choose to deactivate for search, but if the package is only in CZ for searching, it's best to just delete the whole thing.
  • There's no way to separate eBook chapter searching from eBook bib record searching. It's all or nothing. Keep this in mind when looking at reference entry results in CDI searching in Primo. 
  • Now is a good time to review OA packages that Ex Libris activated for you in your PCI and copied into Alma for CDI searching. Delete any collections that aren't relevant for your patrons (e.g. SWEPub, other European OA packages, etc.) 
Network Activations: 
  • If your campus had said that you wanted to inherit PCI activations from network, that will now be a y/n flag in the Resources->General->Other Settings table in the cdi_consortia_inheritance line. 

Testing:

  • Should take no longer than 48 hours for changes to go into effect for activating or deactivating
  • Active or inactive for CDI search will only affect expanded searching
  • Full-text content activations should appear as available and in unexpanded searching within 48 hours
Migration Report:
  • Content migrated from PCI to CDI on November 17, 2019
  • Report is under Resources->Advanced Tools->PC to CDI Activation Report
  • NA:
    • At the time of migration, some of the collections from the PCI didn’t exist in Alma and showed as NA or Not Available
    • Most of those collections have been populated now, many added Feb 9
    • Will show as new line in report, along with original NA line
    • If you still have some NAs without matches in your report, they might be included in Collections that are planned to be removed from PCI in the near future 
  • Helpful to sort by PC_ID when reviewing your report.
  • What should you do with this report?
    • Use it in conjunction with a * search in your electronic collections
    • Identify what was migrated from the PCI and decide whether or not you want to keep it active for searching in your expanded search.
    • Need CDI Operator role to make changes
    • If you decide that you don’t want to keep the collection active for search, best practice is to fully delete the collection from your IZ (can deactivate but leaves clutter)

EBSCO:

  • As always, EBSCO is special. As in the PCI, we don’t have access to EBSCO indexing. 
  • You’ll see the option to mark collections “Active for Search in CDI” but that’s not accurate. Ex Libris has told us that it doesn’t matter if that’s marked yes or not. Also, some collections will have tags and some won’t. You can ignore. Your EBSCO full-text will automatically be searchable with other indexes.

Search Rights:

  • We will continue to have "Restricted for search" / "Search Rights = Subscription" collections in CDI as in the PCI. Be careful activating these for search and only activate those for which you have a subscription. You can identify them by CDI fields Search Rights: Free or Search Rights: Subscription
  • If Search: equals “subscription,” this means that you need to have a subscription to this product in order to search it. If you subscribe to a collection and have it set up so that users don’t have to login to use it from inside of a specific IP range, then users would be able to search without logging in from inside of that range. But, if a user was outside of that IP range and did not login before starting their search, they’d get no results from that database index search. They might still get fulfillment links to that database if the indexing overlapped with another collection that allowed free searches, but they wouldn’t be able to search that specific database index.

Expected Primo Behavior:

  • Merged Records:
    • You’ll see one merged article type record instead of record groups
    • This will improve visibility of all subject headings from various index sources, all identifier numbers should show
    • Will reduce confusion about why an article shows up on a specific search when that search can’t be seen on the default record for the record group. The search term is often buried in another record in the group
  • More Results:
    • Due to eBook chapter/reference entry searching
  • New/Merged Resource Types:
    • Dataset - merges Research Dataset and Statistical Dataset
    • Archival Material/Manuscript - merges Archival Material and Manuscript
    • Newspaper
    • Microform
    • Market Research
    • Standard
    • Computer File
    • Legal Documents - merges with articles
  • Resource Types that are renamed:
    • Book Review is now Review
    • Technical Report is now Report
    • Audio/visual are now audio or video
    • Websites are now Web Resources
  • If you’re using resource type codes in any custom code within outside Primo, you should review the knowledge center documentation and make sure the code for the resource type you are using is up to date. Example: direct search for all videos

References:

CDI Collection Lists, Ex Libris

Ex Libris webinar: Single Activation on Alma: https://proquestmeetings.webex.com/recordingservice/sites/proquestmeetings/recording/f8dce22f628b42149174b40ccfb87a56

https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/010Managing_Collections_and_Their_Content_for_Discovery/040Resource_Types_in_CDI

 

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  • Last Updated Jan 12, 2021
  • Views 1809
  • Answered By Michelle Eichelberger

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