NZ CDI Management for Libraries

NZ CDI Management

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.

*If there are no Group Settings for the NZ e-collection, do not make changes and contact the NZ Admin (email goes to the eresourceshelp team).

• 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 Electronic Resource Manager (email goes to the eresourceshelp team) and then local changes can be configured.

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NZ CDI Group Settings: If there are no libraries listed, contact the NZ Manager.

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

When the CDI settings are initially configured, if CDI Search is Free, all libraries will be set to Active for Search.  If Search requires a subscription, only subscribed libraries will be set to Active for Search.  After the initial set up, libraries will maintain the settings for their library's discovery configuration.

When CDI collections are initially configured in the NZ, the Chancellor’s Office Network Zone Manager uses the Alma CDI Activation This link will take you to an external website in a new tab. documentation to configure the CDI collections.  Once the collections have been configured, the continuing maintenance then goes to the library.

There is a login to access the CDI collections in the NZ.  The login allows libraries to go into the NZ and configure the CDI settings for their library.  If the library does not have this login, contact the NZ Manager.

The Network Zone Manager sends out a weekly update that includes notes from the CDI Weekly Updates This link will take you to an external website in a new tab..  Also, if there are changes in the CZUTL for CDI collections, the NZ Manager will send out a spreadsheet of the collections that were updated in the weekly update in the NZ.  The updates to the NZ CDI collections may not appear in the Ex Libris weekly update notes and libraries do not have access to the NZ CZUTL to see what has been updated.

Libraries use this spreadsheet to look at the changes to the NZ CDI collections and update the settings that match the discovery experience at the library.  

Coming soon: Libraries will have the role to view CZUTL in the NZ to check on CDI changes in the Alma & CDI weekly updates.