# CDI Best Practices and Recommendations

### **<span lang="EN">CDI Defined</span>**

<span lang="EN">Central Discovery Index (CDI) is a database of citations gathered from a wide array of sources such as journal articles, e-books, legal documents and more. They are harvested from thousands of primary and secondary commercial publishers and aggregators, and from open-access repositories. CDI is also a relational database between citations rather than just an aggregated list of abstracts or citations. This enables linking features like those between a book review and the book in question or a book chapter and the entire book. By default, CDI will try to display results for material where the full text is available for your users based on your local subscriptions or subscriptions provided to members of the consortium. </span>

<span lang="EN">Source: Section titled “Central Discovery Index (CDI). [<span style="color: #1155cc;">https://wiki.library.ucsf.edu/display/SILS/Primo+VE+Glossary</span>](https://wiki.library.ucsf.edu/display/SILS/Primo+VE+Glossary) </span>

**<span lang="EN">Required Role</span>**<span lang="EN">: CDI Operator</span>

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### **<span lang="EN">Components of CDI:</span>**

<span lang="EN" style="mso-no-proof: yes;">![](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2023-09/embedded-image-ytzp8vue.png)  
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<u><span lang="EN">CDI Search activation status OR CDI Search activation status</span></u>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN">Active/Yes:</span></u><span lang="EN"> If selected, the content will be searchable.</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN">Not Active/No:</span></u><span lang="EN"> If selected but a collection has both active portfolios and inactive portfolios, only the active portfolios will show as View Online, </span>

<span lang="EN"><span style="mso-list: Ignore;">○<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">NOTE: Book Chapters (e.g., book chapters, encyclopedia entries, etc.,) from CDI will *not* show as View Online, even if the book is activated.</span>

*<span lang="EN">Recommendation:</span>*<span lang="EN"> Select Active or Yes  
  
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<span lang="EN"> </span>

<u><span lang="EN">We subscribe to only some titles in this collection</span></u>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN">Yes:</span></u><span lang="EN"> CDI will try to match your active portfolios in Alma to records in CDI to show “View Online” on those. </span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN">No:</span></u><span lang="EN"> Everything from the collection (as identified in CDI) will show as Online.</span>

*<span lang="EN">Recommendation</span>*<span lang="EN">: Select as appropriate for your electronic collection.</span>

<span lang="EN"> </span>

<u><span lang="EN">Do not show as Full Text available in CDI even if active in Alma</span></u>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><u><span lang="EN">Checked</span></u><span lang="EN">: CDI content will *not* have a View Online link in Primo. Instead, it will show a “How to get it” link.</span>

<span lang="EN"><span style="mso-list: Ignore;">○<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">NOTE: This will affect book chapters in CDI as well.</span>

*<span lang="EN">Recommendation:</span>*<span lang="EN"> Checkbox should be left unchecked </span>

<span lang="EN"> </span>

<span lang="EN">\*Recommendations provided by the libraries in WRLC</span>

<span lang="EN">\*\*Source of information and definitions: Harvard Wiki: “[<span style="color: #1155cc;">CDI Management in Alma and interoperability with Primo</span>](https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/CDI+management+in+Alma+and+interoperability+with+Primo)”, created by Corinna Baksik. </span>

<span lang="EN"> </span>

### **<span lang="EN">Additional aspects to consider:</span>**

<u><span lang="EN">Duplicate results for e-books appearing in Primo (if using a blended search scope)</span></u>

<span lang="EN">Scenario: Two results are being displayed in Primo for a single activation of a title. </span>

<span lang="EN">Likely cause: A record from both Alma and CDI are being displayed.</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Mark the “do not show as full text” checkbox.</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Good practice to select “No” next to “CDI Search activation status”, so that unrequestable books do not appear in the results of an expanded search.</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">CON: Book chapter-level results (dictionary entries, encyclopedia entries, etc.,) will no </span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">longer appear if “CDI Search activation status” is set to No.</span>

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**<u><span lang="EN">Additional information:</span></u>**

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<span lang="EN" style="mso-no-proof: yes;">![](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2023-09/embedded-image-ddht8zbs.png)  
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<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Available for CDI search activation: </span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Provider coverage:</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Search Rights in CDI:</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Full Text Rights in CDI:</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">CDI Type: </span>

<span lang="EN">Definitions for each section can be located [<span style="color: #1155cc;">here</span>](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/030_Working_with_Local_Electronic_Resources/015Managing_Electronic_Resources#CDI_Activation). </span>

### **<span lang="EN">Linking Methods</span>**

<span lang="EN">Primo supports the following linking methods, which are set at the collection level:</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">OpenURL linking</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Link in Record</span>

<span lang="EN"><span style="mso-list: Ignore;">●<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN">Primo Link Template CDI collections</span>

<span lang="EN">Source: [<span style="color: #1155cc;">CDI and Linking to Electronic Full Text document</span>](https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/050CDI_and_Linking_to_Electronic_Full_Text) by ExLibris</span>

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### **<span lang="EN">Additional sources:</span>**

<span lang="EN">Single Activation with the Fully Flexible Setting (Ex Libris documentation: [<span style="color: #1155cc;">https://knowledge.exlibrisgroup.com/Alma/Product\_Documentation/010Alma\_Online\_Help\_(English)/Electronic\_Resource\_Management/060\_Alma\_Single\_Activation\_Source\_for\_CDI/020Single\_Activation\_with\_the\_Fully\_Flexible\_Setting</span>](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/060_Alma_Single_Activation_Source_for_CDI/020Single_Activation_with_the_Fully_Flexible_Setting)</span>

<span lang="EN">CDI and Linking to Electronic Full Text:</span>

<span lang="EN">[<span style="color: #1155cc;">https://knowledge.exlibrisgroup.com/Primo/Content\_Corner/Central\_Discovery\_Index/Documentation\_and\_Training/Documentation\_and\_Training\_(English)/CDI\_-\_The\_Central\_Discovery\_Index/050CDI\_and\_Linking\_to\_Electronic\_Full\_Text</span>](https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/050CDI_and_Linking_to_Electronic_Full_Text) </span>

<span lang="EN">Primo VE Release Notes page (Will include CDI updates): [<span style="color: #1155cc;">https://knowledge.exlibrisgroup.com/Primo/Release\_Notes/002Primo\_VE</span>](https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE) </span>

<span lang="EN">Single Activation for CDI in Alma - Overview:</span>

<span lang="EN">[<span style="color: #1155cc;">https://knowledge.exlibrisgroup.com/Alma/Product\_Documentation/010Alma\_Online\_Help\_(English)/Electronic\_Resource\_Management/060\_Alma\_Single\_Activation\_Source\_for\_CDI/010Single\_Activation\_for\_CDI\_in\_Alma\_-\_Overview</span>](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/060_Alma_Single_Activation_Source_for_CDI/010Single_Activation_for_CDI_in_Alma_-_Overview)</span>

<span lang="EN">Using the Central Discovery Index (CDI) in Alma:</span>

<span lang="EN">[<span style="color: #1155cc;">https://knowledge.exlibrisgroup.com/Alma/Product\_Documentation/010Alma\_Online\_Help\_(English)/Electronic\_Resource\_Management/060\_Alma\_Single\_Activation\_Source\_for\_CDI/060Using\_the\_Central\_Discovery\_Index\_(CDI)\_in\_Alma</span>](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/060_Alma_Single_Activation_Source_for_CDI/060Using_the_Central_Discovery_Index_(CDI)_in_Alma)</span>

<span lang="EN">Specialized Search Scopes for CDI (released March 2022):</span>

<span lang="EN">[<span style="color: #1155cc;">https://knowledge.exlibrisgroup.com/Primo/Release\_Notes/002Primo\_VE/2022/010Primo\_VE\_2022\_Release\_Notes?mon=202201BASE#CDI-Related\_Updates</span>](https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2022/010Primo_VE_2022_Release_Notes?mon=202201BASE#CDI-Related_Updates)</span>