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CDI (Central Discovery Index)

Yoel Kortick

Senior Librarian

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Introduction
Searching the CDI
For example
Publish electronic records to Central Discovery Index
Viewing all CDI citations
The Institutional Setting "EasyActive" or "FullyFelixible"
Viewing and searching CDI Attributes
CDI Attributes
See also

Agenda

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Introduction

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Introduction

CDI is a Central Discovery Index.
It is a searchable database of citations collected from scholarly e-resources including journal articles, e-books, legal documents and more.
It supports both Summon and Primo
Formerly there were two separate indexes: the Primo Central and Summon Indexes. CDI replaces them both.

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Introduction

With CDI there is a single activation for electronic resources. The activation does not require that the staff user activate a resource in multiple places.
There is no separate admin interface as there previously was in the "pre-CDI days" with "Primo Central Index".
Each institution chooses which collections to activate/deactivate in CDI
CDI collections activated in Alma are reflected in discovery within 48 hours of activation (depending on the job "Publishing electronic records to Central Discovery Index")

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Introduction

CDI collections activated in Alma are reflected in discovery within 48 hours of activation (depending on the job "Publishing electronic records to Central Discovery Index")

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Searching the CDI

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Searching the CDI

Typically search scopes in Discovery which include CDI will be called "Books, Article and More" or "Article and More" or "Catalog and Articles" or "Everything".
It will be something indicating that the search scope includes not only material from the institution's repository but also from the CDI.
There may also be a scope of only CDI records.

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Searching the CDI

For example

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Searching the CDI

Let's take a look at this example in Primo where the end user can choose to search "Books, Article and More".
We will see how it is defined to include records from both the institution's repository and from CDI.

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Searching the CDI

When searching this option, the results URL includes the following:

https://searchit.libraries.wsu.edu/discovery/search?query=any,contains,gloria%20steinem&tab=default_tab&search_scope=WSU_everything&vid=01ALLIANCE_WSU:WSU&offset=0

Let's go see what the WSU_everything scope is in the 01ALLIANCE_WSU:WSU view and what it includes.

Scope

View

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Searching the CDI

We will access the different views from within Alma

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Searching the CDI

We will edit the view 01ALLIANCE_WSU:WSU

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Searching the CDI

Here is the "search profile slots" tab of the view 01ALLIANCE_WSU:WSU which we saw in the URL of the search results

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Searching the CDI

We will edit the search profile slot "Library Resources" with code "default_tab"

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Searching the CDI

We see the following search profiles for slot "Library Resources" with code "default_tab"

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Searching the CDI

Here is the correlation between the search profile slots configured in this Alma view and what the end user sees when searching Primo.

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Searching the CDI

Let's look at what the search profile "WSU_everything" (Named "Books, Article and More") includes.

Note that this type of search profile is called "Blended" because it includes (blends) both CDI records and the institution's repository.

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Searching the CDI

We see that the search profile "Articles, Books and More" includes, among others, scope "Central Index"

The search profile "Articles, Books and More" also contains scopes with physical and electronic materials from the IZ and NZ, and also digital material from the IZ

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Searching the CDI

If we want to see the search profile "Central Index" we can do so at "Discovery > Search Configuration > Search Profiles"

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Searching the CDI

Here is the search profile. We will click "edit" to see more details.

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Searching the CDI

These are the definitions for the "Central Index" search profile.

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Searching the CDI

So, in summary, in this case, when a user searches 'Books, Articles, Books, and More', he or she is searching both the CDI and the institution's repository and the network zone repository.
This is due to the scopes in the search profile.

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For example

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For example

Below we see an example where the user searches "Articles, Books, and More" for keywords "gloria steinem feminist".

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For example

The results include CDI and non-CDI results.

From CDI

From Repository

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For example

Now we will focus on a citation from CDI which appears in the search results and analyze why it is included in the results.
On the previous slide we see the results where the user searches "Books, Articles, Books, and More" for keywords "gloria steinem feminist".
The article we focused on is a citation from CDI for article title "Gloria Steinem: the childhood foundations of a feminist"

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For example

This is a citation from CDI.

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For example

This citation from CDI is not in the Alma repository. It is in CDI.

Not in Alma Repository

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For example

The reason this citation from CDI is in the search results is because it is in an activated electronic resource which the institutions holds for the specific coverage period of the citation.
Because the institution has 'Journal of personality' with coverage which includes 2023-02, Vol. 91(1) activated (and published to the Central Discovery Index) this citation appears in the search results.

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For example

On the next three slides we see that title "Journal of personality" (in which the citation article is published) is active in the following electronic collections for the following coverage periods (which include 2023-02, Vol. 91(1) in which the article is published). Therefore, this citation is included in the search results, and it appears in Primo as "Available Online".
These are the three relevant electronic collections and coverage of the portfolio "Journal of personality":

Wiley Online Library - AutoHoldings Journals: Full Text ISSN: 1467-6494 Available from 03/01/1997 volume: 65 issue: 1.
EBSCOhost MEDLINE Complete: Full Text. ISSN: 1467-6494 Available from 09/01/1945. Most recent 1 year(s) not available.
EBSCOhost Academic Search Complete: Full Text ISSN: 1467-6494 Available from 09/01/1945. Most recent 1 year(s) not available.

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For example

"Journal of personality" has been activated and coverage includes 2023-02, Vol. 91(1)

Electronic collection "Wiley Online Library - AutoHoldings Journals"

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For example

"Journal of personality" has been activated and coverage includes 2023-02, Vol. 91(1)

Electronic collection "EBSCOhost MEDLINE Complete"

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For example

"Journal of personality" has been activated and coverage includes 2023-02, Vol. 91(1)

Electronic collection "EBSCOhost Academic Search Complete"

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For example

When the user clicks "Online Access" (in some institutions it is called "available online"…)

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For example

He or she sees the three electronic collections which include the portfolio "Journal of personality" and can access the article

These are the three electronic collections which we saw are activated in the institution and include the portfolio "Journal of personality" for the coverage date of the article.

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For example

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