Michelle Eichelberger: Everyone, it's two o'clock. So why don't we go ahead and get started. We don't have anything formal to present today. This is really a time for you to ask questions.
Michelle Eichelberger: Anything you want to know, Have you started testing and found anything you want to talk about. So please feel free to go right ahead.
Michelle Eichelberger: We'll give it a couple more minutes. Oh, here's a question. Hang on.
Michelle Eichelberger: Amanda. Yeah. That's my understanding.
Michelle Eichelberger: So these are things that were probably acted in PCI and were copied over into your CDI and if you do need a subscription that you know what I mean subscription to search if you don't have a subscription, then yes, I would delete them.
Heidi Webb | Upstate: So. Hi, Michelle. This is Heidi I'm
Heidi Webb | Upstate: I've been toying a little bit. And I've been trying to wrap my head around, we, we
Heidi Webb | Upstate: All the examples and talk about the CDI explain the difference. If you don't have expand your search set by default.
Heidi Webb | Upstate: And so it's all the examples are like how this is different, but we have it already expanded by default. And so I've been looking at the two and it they're definitely not returning the same number of results and the new CDI searches actually returning more results and I'm
Heidi Webb | Upstate: I'm just still struggling to understand why it because it's a different index and there's more in there. So there's more results in the CDI
Nancy Babb (UBuffalo): This is Nancy and I think that's true, I think. Yes, it is a different index and there is more in the CDI also the level that is being indexed may produce more hits, for example.
Nancy Babb (UBuffalo): It might have been previously that things were being indexed just at the
Nancy Babb (UBuffalo): Book level like the the title level and now they're also being indexed at the chapter level by default. So those might produce extra hits. But yeah, it is it is a larger index with more content.
Nancy Babb (UBuffalo): And I would expect that you are the expanded universe of the CDI is going to be larger than the expanded universe of the
Nancy Babb (UBuffalo): Of the PCI, and that's one of the
Nancy Babb (UBuffalo): Appeals of it. That's one of the benefits of it that when you do expand, you are getting more content.
Michelle Eichelberger: And also the your unexpected. You're going to get a lot more to because anything that you have full text is going to search as they said both chapter level and book level and in with the PCI, you could activate an E book.
Michelle Eichelberger: And it wouldn't necessarily automatically also be searching the chapters unless you turn on the PC is searching. But now with the CDI it's going to search everything. It'll search your bib record and any indexing related to that.
Michelle Eichelberger: So actually the expand versus not expand doesn't really make any difference. You're going to get more results.
Nancy Babb (UBuffalo): And I think another thing is that
Nancy Babb (UBuffalo): And Michelle, you're going to have to correct me. But in general, if you have something activated in Alma, even if it doesn't exist in the CDI and by that I'm referring to the expo collections.
Nancy Babb (UBuffalo): They there will be attempt actually bursar
Nancy Babb (UBuffalo): primo whomever is going to attempt to provide metadata that can be searched for that collection, even if you have not activated and all
Nancy Babb (UBuffalo): An alternative collection for search. So in the PCI, we were basically saying, okay,
Nancy Babb (UBuffalo): We know we have these upscale collections and they're not included in the PCI, so we're going to try activating these other kinds of parallel collections, so that their metadata can be searched to provide access to the
Nancy Babb (UBuffalo): To the expo collections. And now we don't need to do that. But anything that is activated in Alma for the
Nancy Babb (UBuffalo): Expo collections and all the collections is going to be activated for search in the CDI by default. So they'll be getting hits that way, even when you're not aware of it, if that makes sense.
Michelle Eichelberger: Yes, I would agree with that Nancy and I would say that for sure everything. Anything that you turn on for full text will be searchable. You don't have to do anything to make that happen, and
Michelle Eichelberger: The only way you can stop that from happening is if you if you turn off your euro full text activation
Nancy Babb (UBuffalo): So that means there will be there should be more hits in the CDI for that reason. So, for example,
Nancy Babb (UBuffalo): I may have acted activated a collection, maybe an open access collection or something in this in the PCI to say, oh, I want to use this to cover the expo collections that aren't being
Nancy Babb (UBuffalo): aren't included in the PCI, and now with the CDI. Okay, I've got that collection still activated, but
Nancy Babb (UBuffalo): Because I have the upscale collection activated and Alma
Nancy Babb (UBuffalo): The CDI is going to try and give me access to that collection. So I've got extra records for that as well. So where maybe I had, and this is
Nancy Babb (UBuffalo): just tossing numbers out there, maybe I would have had one result for before and maybe I'll have one result in the PCI or one source in the PCI because
Nancy Babb (UBuffalo): It's trying to to identify it from my alternative activation and now maybe I've got three because
Nancy Babb (UBuffalo): The CD, the CD I activation that all my activation for the scope collection says, Oh, no, here's the metadata. They should be merged into one Uber record, you know, the preferred mega record in the CDI but if not, then there would be extra ones.
Heidi Webb | Upstate: Think thank you to this thing that cleared things up a little bit.
Michelle Eichelberger: And backward. I'm happy to talk about your question, but I don't really understand what you mean. So if you can either unmute yourself or explain in the chat. That'd be great.
Michelle Eichelberger: Does anyone else have any questions.
Marianne Hebert: Hi this is Marianne at Potsdam, I just want to clarify that if we make changes. Now, in order to our CDI. Those are permanent right
Michelle Eichelberger: Right, that's correct. And I would recommend doing that because, now is the time where you can make those changes and test them like them. Yep, exactly.
Marianne Hebert: I was doing it and tracking it but I just want to make sure that it's going to be ready when we go live.
Michelle Eichelberger: Yeah. And related to that, if you do turn on something in the PCI, you want to make sure to turn it on for CDI as well because they're not going to be copying our PCI again they only did that once in November, so
Michelle Eichelberger: If you do activate a new collection. Just make sure that if you want it to be used for searching that you have that active in both places.
Heidi Webb | Upstate: So along those lines. Then if we have other folks who might be activating electronic collections, we might want to consider now whether or not we want to have the that simple activation or like and make sure they have the role to allow to activate
Heidi Webb | Upstate: Because I don't think I've given any rules CDI roles to anyone but myself.
Michelle Eichelberger: Heidi, just FYI, the things are automatically active, you need the role if you want to turn it off. So when you
Michelle Eichelberger: Have a, a new collection. It's automatically active for search and it's you need the role to actually make it so it's not active for search
Heidi Webb | Upstate: Cool. So if this other person doesn't have any of those rules. It's happening.
Heidi Webb | Upstate: If they have something on
Heidi Webb | Upstate: Yeah. Exactly. Great.
Michelle Eichelberger: Okay, Amy. How can we test the CD results compared to the PCI results in the slides from last week's presentation we give you some code that you can use. So if you do actually if you hang on. I'll do a example for you.
Michelle Eichelberger: Let's do this. And we're going to go here.
And we will
Michelle Eichelberger: So let's see.
Michelle Eichelberger: So we're going to search in Corning, there's this code, you can use and create a bookmark let so we'll do just a regular PCI search
Michelle Eichelberger: And will actually will make this articles.
Michelle Eichelberger: And then right now both is PCI searching and CDI they are living simultaneously. So you can click on Search CDI and that will change your search. You can do a real time comparison to the kind of results that you're going to get
Michelle Eichelberger: So again, the code, you can either manually type in and search CDI equals true at the end of your search string up here or you can create this bookmark that Amanda from broom created for us and their instructions of how to set that up in the slides from last week.
Michelle Eichelberger: So you can see, let's compare. So 940 5000 compared to
I think this is right.
Michelle Eichelberger: Yeah, I can't remember, between the two of them. But anyway, that's how you compare the two. So I'm going to stop sharing
Nancy Babb (UBuffalo): The other thing that I found helpful with that bookmark lid is I took our just our default search URL like the one that I would go to if I wanted to start searching and primo
Nancy Babb (UBuffalo): And I attended the bookmark lid to it and then just kind of made that a new bookmark in my, in my tabs so that I could open the primo search or I could open the CDI search if that's helpful.
Nancy Babb (UBuffalo): So I did so you don't have to start by running your search and peace in your life primo PCI and dependent, you could actually start it directly and in the
Nancy Babb (UBuffalo): In your in a in a CDI search
Michelle Eichelberger: Okay Brockport I see you've clarified, your question. So that are activated for CDI only
Michelle Eichelberger: It really depends on what you want to be in your search if these are Lincoln record collections, where the content is going to be right there. You have to decide if you really want that to be in there as a search result for your patrons, so it's it's up to you.
Michelle Eichelberger: Most of the stuff is Lincoln record, meaning that if you have an active for search. It's still going to give you delivery. So it's up to you.
Marianne Hebert: So, this is Mary and I have another question.
Marianne Hebert: I have to admit I've been a little bit flat footed on this. And so I just really started looking at my CI results today.
Marianne Hebert: But I've been noticing that when I use a bookmark late and I run my search in the
Marianne Hebert: In the scene in look for CDI results I'm seeing some things that are not available, and then I'm using the show.
Marianne Hebert: Record ID bookmark click to see where it's coming from. And I can't actually tell where some of this stuff is coming from.
Michelle Eichelberger: And that is expected because it's emerged record. So what I would say is, you know, please feel free to post this kind of thing and base camp and we can try and troubleshoot with
Marianne Hebert: You
Michelle Eichelberger: Okay, because it's emerged record. You can't tell what the, what the original indexing is coming from.
Marianne Hebert: Okay, because we, you know, I'm not 100% sure why we have stuff turned on in
Marianne Hebert: Our PCI because I wasn't doing that when we migrated it. And since Esther has left us that were sort of all scrambling to do a little bit of everything.
Marianne Hebert: And then I'm looking at my results. And I'm like, why is that turned on and you know so I'm having a hard time trying to figure out what would be best so
Rebecca (UAlbany): I think this is a really good opportunity to clean up some of that content.
Marianne Hebert: Yeah. Why stop cleaning up because I knew we were moved my grading and I've got other things going on. So,
Michelle Eichelberger: I know Marissa, and you're not behind. I mean we honestly, it was just last week that we asked you guys to start looking at this stuff we
Michelle Eichelberger: Didn't want people to go in and keep start making changes before we understood it.
Michelle Eichelberger: But I was saying that now that everything's all in all my it's all together, and it's going to be easier to find things that are active and easier to turn them off. I think because you don't have to go to a whole separate system.
Michelle Eichelberger: To turn them off so
Michelle Eichelberger: You're not behind, you're in good shape. And we've got a couple months. So no pressure.
Marianne Hebert: Okay, I know what I mentioned
Marianne Hebert: I can
Marianne Hebert: further out than those merged records and see if I can see what's turned on that. So we have
Michelle Eichelberger: I would just, I'm sorry I accidentally
Michelle Eichelberger: muted you instead of unmuted myself, but I would say that you're
Michelle Eichelberger: You're not going to be able to pull apart the merged record, but where you can find what's causing it is in what it thinks is your fulfillment, I think, and I think Rebecca was gonna say something
Rebecca (UAlbany): Yeah, I just wanted to mention that if you click into the record at the bottom beneath the metadata.
Rebecca (UAlbany): You should see something that lists some sources. So you might see you know sage online journals Wiley online and that should be an indication of at least some of the collections that are contributing that metadata. So if you that could be a starting point anyway.
Marianne Hebert: Some of them have nothing but yeah been sort of looking at that, too. So it's just like I said, I haven't played enough to really quite understand what I'm seeing.
Nancy Babb (UBuffalo): The what we should find ultimately is that the link label in the view online area should identify the source of the collection that is
Nancy Babb (UBuffalo): Causing this to be included in your search results right now there's a known issue that is slated for update, but I'm not sure if it's for the march release or
Nancy Babb (UBuffalo): Sometime later than that we're right now we're seeing things that are identified, just with like do online, or if you record sometimes that's a
Nancy Babb (UBuffalo): Known bug. I think in the CDI that they're working on development.
Nancy Babb (UBuffalo): But it is true that, like if you're looking at the record source as opposed to the like where the link resolve is coming from that record source because they're using like emerged master record. Now, it might be completely different from what is actually
Nancy Babb (UBuffalo): Where your link resolved or is actually, you know, what is actually causing it to come and if we see things that
Nancy Babb (UBuffalo): Are not available, like they're being included in CDI searches. It could be because something is a
Nancy Babb (UBuffalo): Not a Lincoln record but a link for is over record and it's not activated in Alma, but it is activated for search and the CDI I think that may be what's happening, but there are also some availability issues that we're we're working out with them.
Marianne Hebert: Okay that's good to know. I'll keep poking because some of them don't have a source. So then I go. So now what and I'm doing the PX and, you know, other things, showing you know and it's
Marianne Hebert: Um, I'm lost it, but that's okay.
Michelle Eichelberger: Well, and again, do please, please feel free to post in base camp and we can do our best to help you with that because we've we've also had similar issues so
Michelle Eichelberger: Unfortunately, we are experienced with trying to struggle through some of this stuff. So don't feel like you're alone, please do feel free to post
Marianne Hebert: I personally like it that it's merging the records. I think it's cleaner and less confusing.
Nancy Babb (UBuffalo): Yeah, and it's I think it's really helpful if you share examples so often, someone will post something on base camp.
Nancy Babb (UBuffalo): And then I search and say, oh, that's happening in our primo as well. And so then we all get the opportunity to follow up and kind of brainstorm and crowdsource together. So that's really helpful.
Michelle Eichelberger: And we're really fortunate that we have a direct line tech sleepers on this because we are an early adopter group. So we can post things. We have a base camp with them, where we can ask them to look into specific problems.
Michelle Eichelberger: And it may take a little bit for them to get back to us, but they usually do get back to us. So, do please post
Michelle Eichelberger: Any other questions.
Alfred State: Yes, this is Jane from Alfred State.
Michelle Eichelberger: Jane.
Alfred State: I have a quick question. This is the most rudimentary question of them all, regarding this
Alfred State: Is the CDI ever going to be an index like the PC is
Michelle Eichelberger: I guess I don't understand the question.
Alfred State: Well, right now through arm I can go in through PCI and see what I've activated that way. Is there going to be a similar interface with the CDI or is it just all going to be viewed through
Alfred State: The Alma electronic collection database, or should I be looking at it now. And maybe that's it. Maybe I didn't know where it exists.
Michelle Eichelberger: It's all in all.
Alfred State: It's all in all my so I'm not gonna have a separate interface like PCI to view it.
Alfred State: Yep. Okay. So I was getting a bit confused because like Marianne, I've been looking at this over the course of the last couple days and going through your slides from next week and I'm thinking, Is this going to live like an index like PCI
Michelle Eichelberger: Nope, it's all in Alma and, but, you know, similar to the PCI, it was collection by collection. So it's also collection by collection, but it's in Alma, and if it says active for search and CDI yes, then that's part of your CDI index.
Do you want to look at one
Alfred State: Oh no, I saw those. And I was, I was seeing that, but I didn't know. Does this exist elsewhere. Like it doesn't PC. Is there some place where it's going to be a separate index that I'm going to have to now that's just becoming clear to me because
Michelle Eichelberger: I know that's fine. It's good to ask about. But no, because what happened was they took your separate PCI system and they copied all of that stuff plunked it into all my because everything is going to be managed in all my now.
Michelle Eichelberger: But using those facets, you can determine, you know, what's just something that's being used for indexing. What's something that you have full text, you know, you can organize it that way by using your facets. If you just want to see things that are active for search
Alfred State: Right, because there were quite a few things that we had activated. For example, a lot of the guild enter a lot of the guild databases that we're not in PCI, but they said they were in CDI active for search and
Alfred State: I figured, based upon the screenshots from last week in the PowerPoint that that was normal and
Alfred State: But at the same time, I was thinking it still might exist as a separate entity and thank you for clarifying that. Yeah, you're welcome. Thanks for asking.
Michelle Eichelberger: Anything else anything anyone wants to take a look at
Alfred State: Well, I'm just going to ask one more question for clarification.
Alfred State: As I think about this.
Alfred State: So if we more or less leave things the way they are with our limited things activated in the PCI
Alfred State: And I'm just concerned about the number of expanded results for things. We may may or may not have access to, and as long as we keep our limited to what is available full text.
Alfred State: Going to the CDI is not going to expand our results too much for stuff we really don't have that full text access to is it
Michelle Eichelberger: No, it should work the same as the PCI because they didn't activate anything more than was in your PCI okay so anything you had active in the PCI should have mapped into
Michelle Eichelberger: Infer CDI searching
Michelle Eichelberger: And it shouldn't give you anything more than that. But where you may be seeing more search results is because of the different way that things are being indexed. So if you have an E book.
Michelle Eichelberger: And in the past. Maybe you just had the big record for that E book a searchable, you know, maybe you could just search by title or author now because of the central
Michelle Eichelberger: Discovery Index, you're going to get chapters as well. So you're going to see more search results, including sometimes reference entries from ebooks, so you may see more results, but it's not because any more indexes have been activated for you.
Alfred State: Okay, that makes it clear, but that might be easier, rather than going to the being directed to the book and then having to research will if the chapter itself is in the results list that would be helpful, I guess.
Alfred State: Yeah.
Michelle Eichelberger: And what I don't think it does is it, you know, if you have a collection. That's only book level blinking. It may not fix the link for that. But you are going to get results for the chapters, and I'm sorry, whoever
Nancy Babb (UBuffalo): It was Manti I was just going to say, I think. You may also see more results if you had something activated and all of that didn't exist in the PCI, and they have added the collection to the CDI you may get results, but that would be based on your on the activation. So it should be okay.
Nancy Babb (UBuffalo): That. That's my understanding.
Michelle Eichelberger: Yep, I would agree with that Nancy
Michelle Eichelberger: So, Marianne, we did hear that during the session last week that may 17 wasn't good for people. So we are looking at may 24 but then that was going to be a challenge for another group so
Michelle Eichelberger: We're going to see what we can do. I think if we wait too long. It's going to then go into summer session for people. So we are currently aiming at the 24th, but do please report if that's not going to be a good day for you.
Michelle Eichelberger: I think it was Lauren actually who reported that the 17th was the start of finals week for Potsdam
jennifer.parker: Yeah, and this is Jenna, we don't even have a real break because we were all right from finals into summer session. So I think no matter what week we picked there's going to be somebody that
jennifer.parker: has crossed over things, but we're going to have to just pick one.
jennifer.parker: At some point
Michelle Eichelberger: Yep. I agree. And I think the more that you do on campus in terms of terms of training people of how the
Michelle Eichelberger: New system is going to look and just get them comfortable with it, the better off you'll be
Marianne Hebert: This is Mary and my, my personal take is that people probably won't notice
Marianne Hebert: Unless something is completely broken, which you know will try to test it enough. Before we go, but I'm seeing smaller glitchy things not like broad stroke air so
Well, that would be beautiful.
Michelle Eichelberger: Smooth
Marianne Hebert: Mina be a brief deal breaker for us because I know at that point, they're not doing research anymore. Right. Yeah, you would think.
Michelle Eichelberger: Unless it's the last minute. Oh, I have a paper that I have to turn in for
Marianne Hebert: There's gonna be a few of those.
jennifer.parker: And they did say there would be most of the perma link should still work. But there might be a few that wouldn't work. That would be the other risk.
Michelle Eichelberger: Yeah, that's a good point. JOHN I had forgotten to put that in the presentation for last week. So that would be if you had something in your lip guides that was an article link.
Michelle Eichelberger: In terms of something that was coming out of the PCI because there will be no more PCI. So then, the link is probably not going to work. Book links should be fine.
Michelle Eichelberger: And so, Liz is asking the slides from last week. Yeah, it's in on base camp. I think probably under the the event in the calendar, but I will go grab it for you. Also, it's in the on the MSP live guides under presentations, but I'll go get that link for you. Hang on.
Michelle Eichelberger: Stuck the link in the chat. Are there other questions.
Michelle Eichelberger: Well, if you think of a question after today's session. Again, please do feel free to put it in base camp. And if you can preface it with CDI colon that will just help us keep track of questions that are specific for our group.
Michelle Eichelberger: So thanks to everybody for attending. I'm going to give it one last call for questions.
Michelle Eichelberger: Alright, great. Well, I'm going to go ahead and end the session. Thanks everybody.