CDI

CDI Mapping and Configuration

CDI Search Rights and Full Text linking

Below are options for activating CDI search rights and Full Text linking. There are some best practices suggested by Ex Libris that help with making decisions on activating CDI Search and Linking. Ex Libris has published a page on CDI mapping and configuration This link will take you to an external website in a new tab.on their Knowledge Center site.

The CDI Collection List This link will take you to an external website in a new tab. is helpful for seeing which collections are available in CDI and what each setting means for that CDI collection.

Link-in-Record is also known as “Direct Linking.” “First Search” is the same as searching “My institution” or the local library holdings. In Ex Libris terminology, it would be First Search vs Expanded Search (include records from other libraries in search results).

Databases in Alma that are activated for the CDI records and do not have any portfolios, will not appear in the local holdings in Primo. Only those resources that have portfolios will appear in the local scope in VE. Examples: ERIC, Dissertations, Web of Science database.

See NZ CDI settings below.

Full Text Linking in CDI Type = 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
Desired outcome in Primo	CDI records appear in Primo with “Full Text Available” if the library subscribes to that title in Alma.	CDI records appear in Primo 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.
CDI Search activation status	Yes	Yes	No
We subscribe to only some titles in this collection	Yes	Yes	N/A
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

Full Text Linking in CDI Type= 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.
Desired outcome in Primo	CDI records appear in Primo but will not have a “Full Text Available” label in expanded search results. Other options appear, such as ILL.	CDI records appear in Primo 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.
CDI Search activation status	Yes	Yes	No
We subscribe to only some titles in this collection	N/A	No	N/A
Do not show as Full Text available in CDI even if active in Alma	Checked	Unchecked	Checked
Search Rights in CDI	Free	Free	Subscription

Full Text Linking in CDI Type = Link-In-Record (Library subscribes to Alma e-collection)	Option 1: CDI search is Active & ”Full Text Available” appears. *The full text link comes from CDI, not Alma. (Use for e-book or streaming media)	Option 2: CDI search is active & ”Full Text Available” appears. *The full text link comes from Alma, not CDI. Use if Link-in-Record links are not good quality.	Option 3: CDI Search Inactive- No CDI Record in Search Results
Desired outcome in Primo	CDI records appear in Primo with Link-in-record full text link, “View Record in … .”	CDI records appear in Primo with full text links coming from Alma e-collection.	CDI records for the collection do not appear in Primo expanded 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

Full Text Linking in CDI Type = 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. *Best practice- deactivate Alma & CDI collection because searching CDI requires subscription.
Desired outcome in Primo	CDI records appear in Primo with Link-in-record full text “View Record in… .”	CDI records appear in Primo 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 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

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 This link will take you to an external website in a new tab..
- 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. This link will take you to an external website in a new tab.
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.
Group settings are being added to all CDI settings according to subscription settings in the Alma group settings. If a library does not subscribe to an Alma e-collection, the library will receive the CDI records in the search results, but will not see the “full text available” message in the Primo search results. If a library does subscribe to an Alma e-collection, both CDI search activation will be active and the “full text available” label will appear in the Primo search results.
CDI Management table This link will take you to an external website in a new tab.from Harvard.