Michelle Eichelberger: Hey everyone, I thought I would do a quick follow up after last week's session on the CDI best practices.
Michelle Eichelberger: And talk a little bit more about the link and record collections. I had a really great example today from Alfred University. When I was reviewing their CDA audit with them and I wanted to show you a little bit more of how this all works. So
Michelle Eichelberger: You really need to check your link and record collections and make sure that they're both set to be published for availability and that they're active for search. You need both of those things to happen in order to make them work correctly.
Michelle Eichelberger: What you can do to finally can record collections, is that you can do an advanced search in collection or just the regular search but I to me. I can see it better if I do it here and you do
Michelle Eichelberger: Under hide under lips.
Michelle Eichelberger: Under electronic collection. You do CDI full text linking equals Lincoln record and then click on search and it'll bring up all of your collections that have that link and record for the linking
Michelle Eichelberger: The one I'm going to show you is Taylor and Francis
Michelle Eichelberger: And this one happens to have portfolios in the CZ not all of them do. And the question often as well. Do I need to activate those are not. I'm going to show you what happens if you do activate them.
Michelle Eichelberger: So you can see here it's full text rights are open access, and it's a link and record collection. One of the cool things you can do to test these Lincoln record collections is you can search for them by the collection in primo. So what you can do is you go to Edit collection.
Michelle Eichelberger: And then you find the provider package code. You'll see it up here in the right and then you'll also see it on the CDI tab down here. The CDI collection ID.
Michelle Eichelberger: This is the way you can search just this collection. It doesn't work 100% of the time, but I've seen it work about 80 to 85% of the time.
Michelle Eichelberger: And because the link and records, especially if they don't have any portfolios from the CZ they can be hard to find in promoted health or even working or not, but you can search for them. And in this case, the, the format to search for them I displayed in the
Michelle Eichelberger: The format to search for them as I showed last week.
Michelle Eichelberger: Is this is what your search would look like. And you would change all of this stuff that's specific to Buffalo to your particular campus and I'm going to do the search for Alfred
Michelle Eichelberger: I'm gonna go back to here. And I have. If you look up here. Here's alford's information DB ID contains zero y. Ah. And so what this did was this brought up all of the search records that are from the link and record that are affiliated with this collection.
Michelle Eichelberger: Now they don't all behave the same way. You can see that they're all open access, at least in this first part of the list. If you open up the record.
Michelle Eichelberger: And you wait for the live lookup to happen. I can tell that this link is coming from the link and record collection because it says view record in Taylor and Francis
Michelle Eichelberger: Sometimes you're going to see you record in just generic collection, they're still working on filling out the names for the different link and record collections, but
Michelle Eichelberger: Because the way this is worded. I can tell that it's coming from the Lincoln record. So the reason that this is working.
Michelle Eichelberger: Is because Alfred had it set up correctly. So they had it set up active for search you need that to make the records appear and then they also have it. If you go back to the collection itself.
Michelle Eichelberger: They also have it set so that it has CDI only full text activation. And I know that it has that because I have the option to remove that
Michelle Eichelberger: You need both pieces to make the CDI work correctly the link and record work correctly if you only had it active for search
Michelle Eichelberger: Then this record would not show up at all because the system wouldn't know that it's available.
Michelle Eichelberger: If you only had it active for search, you would still be able to find this particular article in your expanded search, but it would just be the search record there'd be no link and it wouldn't be considered available, it would say unavailable. And you'd have to request it VI LL
Michelle Eichelberger: So again you need both pieces you need available for search this active for search. And you also need the CDI only full text activation
Michelle Eichelberger: In lieu of the CD. I only full text activation, you could on suppress the bib record for the collection. But I think it's easier to kind of keep track of it. If you do this particular setting the CDA only full text activation. So that one was, was a
Michelle Eichelberger: Link and record link. And again, I know that because of the wording of the link
Michelle Eichelberger: So if you go down the list and check another one like if you look at this third one.
Michelle Eichelberger: Also an open access one, but in this case.
Michelle Eichelberger: These are records from portfolios. And the reason I can tell that is because it's the name of the collection. It's not view.
Michelle Eichelberger: Record in blah, blah, blah. It's the actual name of the collection. Also, I have coverage data, you don't get that from a link and record links. So that's how you can tell the difference between the two.
Michelle Eichelberger: So why did that one have a link and record link and this one doesn't. The reason for that is whether or not you have any portfolios active in Allah
Michelle Eichelberger: How it's working now as a few weeks ago is that if it's a open access article
Michelle Eichelberger: And it's this is all dependent on what the article is in primo has nothing to do with what kind of collection is active.
Michelle Eichelberger: It's whatever primo thinks it is if it's open access, what it does is it goes and looks for your alma portfolio links aka link resolve or links.
Michelle Eichelberger: Again, I wish they call it something different because link resolved to me means coming in from outside of the system. But anyway, that's what they call them link resolve or link. So it looks for them first.
Michelle Eichelberger: If it finds them, then it's going to use them, they will take precedence over the Lincoln. Lincoln record links for open access. So in this case, this is that same collection.
Michelle Eichelberger: Taylor and Francis open access, but this particular article this journal happens to be one that is part of the CZ so there was a portfolio for this in the same collection.
Michelle Eichelberger: What's interesting to note and also confusing, is that these 254 portfolios, do not necessarily match what's in the CDI for Lincoln record and you could obviously see that because it does match for this one. Here's the portfolio here. Here's the link resolve or link.
Michelle Eichelberger: But for that first one there is no portfolio. So when there's no portfolio and Alma for an open access
Michelle Eichelberger: Collection, where there is a link and record link if there are no amo portfolios active what it will do is it'll give you the link and record link.
Michelle Eichelberger: So this particular international journal veterinary science and medicine is not available in any portfolio in your online, it's only available coming in.
Michelle Eichelberger: Through the link and record collection for Taylor and Francis
Michelle Eichelberger: So just to beat this into the ground. That's why you also you want to have that full text activation because there may be times when there are no active on the portfolios for something, but you might be able to get it through your link and record.
Michelle Eichelberger: If this happened to be a subscription link and record and these happened to be subscription links without the Oh a in those cases the link and record link takes precedence over the link resolve or link. So it's kind of the opposite method that would be things like Films on Demand or
Michelle Eichelberger: I think Avon works the same way. So it does work differently if it is a subscription record and again that's determined by this particular record and Alma
Michelle Eichelberger: There was just a discussion about this regarding NJ store articles in the past few days on base camp. So do go take a look at that. And then finally, just to review to activate the link and record collection.
Michelle Eichelberger: You want both pieces.
Michelle Eichelberger: So as I said in the session last week, you need to make it acted for search. And you also need to make it active for full text availability. So I hope that's this helps a little bit, and thanks for watching the video.