Nancy Babb (UBuffalo): will only show the content that you have access to. And when you're doing an expanded search the rest of the collection will appear. But if you don't mark that selectivity. It's going to include everything
Nancy Babb (UBuffalo): And let's see, this is that that's I think that's the same information right
Nancy Babb (UBuffalo): And that's my piece.
jennifer.parker: Okay, so as the slide says EPS go special we had indexes for the alternate index and PCI, those will have come over and you will have to evaluate whether you want to leave them or
jennifer.parker: In my case I remove them to clean up and I will have to continue to test to make sure things work, but they are actually act their full text. And if you full text is active. You can see it in CDI the red box here that shows active for search and CDI
jennifer.parker: It will probably be set to know it doesn't matter if you have your full text. It's already active for search and CDI I personally marked mine as active yes and went and took that time because I knew I would be confused later if I didn't do it, but that's just a personal preference.
jennifer.parker: Go ahead please. Michelle.
jennifer.parker: OK for search rights. And again, as with PCI, you want to be careful that you search for search rights are free. I will tell you that I tried to look yesterday and it looks like everything that's EPS going Gail for the common things. Those are all free.
jennifer.parker: Art Store would be an example of one that isn't that you want to be careful of that. As you look for new collections.
jennifer.parker: Okay. So you're going to want to give yourself 48 hours.
jennifer.parker: Which is much better than the P CI week to 10 days and it will automatically move. I'm sure it will automatically make your activation so that you can search CDI
jennifer.parker: The inactive or inactive again will only affect the expanded searching
jennifer.parker: The best thing I can tell you to do is to use Amanda's bookmark what although you can append the answers CDI to any search string but Amanda's bookmark which is fantastic. You can do any search in primo and then click that little bookmark it and see if it works in. See you guys.
jennifer.parker: Nice Michelle.
Michelle Eichelberger: Can you want me to walk through this. We have a little demo of how to set up the bookmark lit.
jennifer.parker: Yes. That works.
Michelle Eichelberger: OK, cool. So this is what you would do, you would just bookmark anything. Let's see if I can get this to go
Michelle Eichelberger: On. Okay, so I'm just bookmarking a Google page. I'm going to call it search CDI
Michelle Eichelberger: And then what you do is you go in and edit that bookmark. And that's where you paste in the code that Amanda setup. So you would paste your code right in the URL and then save it and then this is just showing you know moving it from your list of bookmarks up to your bookmarks toolbar.
Michelle Eichelberger: So now I'm going to do a just a regular search in brooms primo and that the top you can see that there's multiple source records, see all
Michelle Eichelberger: And then once I do the search CDI, you can see that the first result is now emerged record so you know that you are searching
Michelle Eichelberger: The CDI piece because this, this one looks different than it did before. Now it's a merged record, whereas before it was a group record.
Michelle Eichelberger: So we will be posting these slides. If you want to go through that again on your own. But that's how you set up your bookmark lit and I'm gonna go back to mute.
Rebecca : So with the switch to CDI there will be some changes to the search experience in primo and one of them. Michelle just hinted at, which is that instead of seeing the multiple sources exist for article results, we should see
Rebecca : One single record for an article that combines all of the index terms into one record and has all of the access points on it, which
Rebecca : Should help improve the transparency of search results, rather than having multiple different records. We have different subjects and each one or different authors listed, everything should be combined into one record and all of those indexed terms should appear together.
Rebecca : There also might be, or will be actually more search results.
Rebecca : Because like Michelle said sort of at the beginning of the presentation we're searching more ebook and reference metadata. So as a result, we should see more search results in primo
Rebecca : There will also be some changes to the resource types and the facets. There are some new resource types.
Rebecca : Data set which merges research data sets and statistical data sets.
Rebecca : Archival material manuscripts. There's new resource type for newspaper computer files standard
Rebecca : They also have renamed summaries resource types. So a book review is now a review a technical report is now a report and there is a link to all of
Rebecca : To the actually brief documentation, with all of these listed at the end of the presentation and also a description of what what would be contained in each of those resource types.
Rebecca : So this is important, not only because it will give researchers some different options in terms of limiting their results, but because the some of the resource types are changing the codes for those resource types are also changing. So if you are using those resource type codes. Now for
Rebecca : Any sort of a search widget for a specific resource type. For example, you will want to take a look at that documentation that's linked to at the end of the presentation and just make sure that the resource type code.
Rebecca : That you're using after we switch to CDI is still the one you should be using, or if or you might need to change it in order for your widget to continue to work.
Rebecca : So as we have been looking at the CDI we have come across some issues.
Rebecca : One of them relates to
Rebecca : The available online statement that you see in search results we've been seeing examples where in a search result.
Rebecca : Something will appear to be available online. It will say that in in the brief result. But when you click into the record. It turns out full text is not actually available and
Rebecca : You see that check for available services or whatever message you have for when full text is not available. So actually, versus aware of this, they are working on fixing it, but it is something that we are still seeing and should expect to see for some time.
Rebecca : So don't be surprised if you see them to when you start when you start searching the CDI. So how do you know what you should expect to see as available. Well first, anything that you have activated for full text should show as of as available.
Rebecca : Any physical content.
Rebecca : And any link in record collections, as opposed to the link from a link resolve or collection that you have selected in PCI and CDI
Rebecca : And
Rebecca : So this makes it important for those collections, where you have
Rebecca : Where you subscribe, only to certain certain content. It's really important that you make sure you check that box in the CDI tab and Alma that indicates that you subscribe, only to some titles.
Rebecca : In order to prevent it from saying something is available to you and your users when it really is not
Rebecca : So this is a a snapshot in time of some known issues that x liberty is aware of and is working on fixing
Rebecca : If you browse through this list you'll see some issues related to the facets some missing provider information from full text access links.
Rebecca : And other other things that they're working on and I just want to note that this is
Rebecca : This is a snapshot in time the link that's on this page will link you to the page that this information has come from and that page should be continually updated. So if you're looking for current information or recent developments that link would be a good place to to start
Michelle Eichelberger: Everyone. So as you go through and start doing your testing, we do want you to report problems when you find them Salesforce isn't prepared yet to answer CDA questions.
Michelle Eichelberger: They won't be taking those kinds of questions until after the product is rolled out in more places. So please do post any problems you find or questions that you have in the base camp Sunni HQ.
Michelle Eichelberger: And members of our task force will do our best to answer or we can forward your concerns to actually breast. One of the great things about being part of the early adopter group.
Michelle Eichelberger: Is that we have a direct hotline to the people who are developing the product and we've been able to get a lot of things results because we had that hotline.
Michelle Eichelberger: So that has been one of the benefits of choosing to do it this way.
Michelle Eichelberger: If you do post something in Sunni HQ. We do ask that you start your message post with CDA colon, because that will help us kind of sort through the messages and make sure that we're finding all of them that have to do with the CDI
Michelle Eichelberger: The more testing that you do before go live, the better the more things we can find that are problematic and report them, the better chance we have of getting them resolved before go live. So please don't hesitate at all if you find something weird
Michelle Eichelberger: Maybe things we've already reported, but the more people that test, the better chance we have a finding things that we may have missed in our testing there just was so much to look at that. I'm sure that there were things that we
Michelle Eichelberger: Didn't catch. So the more eyes on the system, the better. We're planning to hold a follow up Q AMP a session next Friday, February 28 at 2pm
Michelle Eichelberger: We thought we'd get give everybody a week to get in and start playing around and then we'll have time set aside to answer questions. But that's not the only place you can ask questions, again, please do feel free to post on base camp.
Michelle Eichelberger: So that we can all share our experience with this together.
Michelle Eichelberger: We have a tight have go live date. We haven't communicated with actually verse about this.
Michelle Eichelberger: But we wanted to put it out there in this session and just start getting some feedback if this is going to be problematic for you, please do contact us. Again, you can post in base camp or whatever you're most comfortable with. We do have to go live on a Sunday.
Michelle Eichelberger: Because that's it just works best with the indexing and all of that. So this is tentatively what we're thinking. But again, if you do have any concerns, please let us know. We are open to your feedback.
Michelle Eichelberger: And then here's just a list of references and things that are relevant to the CDI there was a webinar just recently about it.
Michelle Eichelberger: Any communication you see in these webinars or that you received directly from X lubis X Leber's about the CDI please do keep in mind that we are part of this special early adopter group.
Michelle Eichelberger: So when they send you dates or or information about when North America is going live or whatever. Remember that we have leeway with that because we are part of this special group.
Michelle Eichelberger: So that is the end of our formal presentation. And now I'm going to. OK, I see a message from Lauren. Let's begin of our finals week this is a problem for Potsdam. Okay, great. And that's exactly what we're looking to hear, Lauren, so we will
Michelle Eichelberger: Wait and see what other kind of feedback we get, but we definitely don't want to put anybody in the, you know,
Michelle Eichelberger: In a problem, problem situation. So it's not a big deal for us to switch it to the following week if that's what we need to do. So let's just we'll give it a you know a couple weeks and see what kind of feedback we get so thank you very much for letting us know about that.
Michelle Eichelberger: Does anyone have any questions about what we covered. Any, anything you want to talk about
Michelle Eichelberger: Alright, well, if there are no questions.
Alfred State: Thank you for attending the
Michelle Eichelberger: Session. Oh, go ahead.
Alfred State: I have one state question. Hi.
Alfred State: Could you just please verify. Real quick, the selective packages. I was trying to watch the screenshots as you went
Alfred State: I know I'm supposed to
Alfred State: I'm I know I have them. I have them all labeled that they are selective packages, but that little CDI thing you do is that supposed to be activated or not activated in conjunction with that.
Michelle Eichelberger: If I haven't, you do have one up right now. Can you share your screen and we can. Oh.
Alfred State: No, I don't. I really don't. I just meant I saw on your screenshots that you had the selective package and you had it. This is selective and that you know it's selective. Not everything is activated. But then your other little screenshots, you had
Alfred State: Because I didn't. I did not add myself as a CDI operator role yet anyway so you won't be able to see that little tab. I don't think on the on the electronic collection.
Michelle Eichelberger: I'm just not. I think you can see it. You just can't make any changes to it.
Alfred State: Oh,
Michelle Eichelberger: Okay, again, I'd have to see what you're looking at there, it's so complicated. There's so many pieces to it. So I guess I'd have to see exactly what you were what you were looking at. I mean, I can reshare this the screens and go back if you want me to do that.
Alfred State: To see if I can get something that people
Michelle Eichelberger: Will Clark.
Alfred State: I don't mean to take anyone else's time so I can just go away for a second. No.
Michelle Eichelberger: No, I mean, it's a good question. Let's go back.
Alfred State: Okay, I have Gail virtual, for example, Gil virtual
Alfred State: Robots library.
Michelle Eichelberger: Okay, so why don't you go ahead and share. Yeah, that'd be great.
Alfred State: Okay, let me see. Okay, hang on.
Share
Michelle Eichelberger: Gracious
Michelle Eichelberger: Yeah, you see you. I said, we can
Alfred State: Okay. All right. So I'm in Gilbert to reference library and I'm going to edit service. Correct.
Alfred State: And that way, I'm going to say
Michelle Eichelberger: I think you want to do edit collection collection. Okay.
Michelle Eichelberger: Because you're not actually doing anything with the full text service. The, the CDI pieces on so yep right there. Exactly. Okay.
Michelle Eichelberger: Yeah, okay. See, that's where the CDI tab is
Alfred State: Okay, so it's not active and we subscribe to some. So is this the way it should look should this should be active. Okay. Yep. So
Michelle Eichelberger: Oh, go ahead. Sorry.
Alfred State: No. So for selective packages. I'm going to indicate that here, but the CDI search activation will be not active
Michelle Eichelberger: And that's really your choice. You know, do you want
Michelle Eichelberger: All of your job titles to be searchable, probably not, because people can't get on the
Michelle Eichelberger: Right to request them through research sharing. So in this case, yes, this is how you would want to set up. But if you had another selective package like Science Direct
Alfred State: Yes, you.
Michelle Eichelberger: Might want it to be CDI search activation status active if you want all of those articles to be searchable.
Michelle Eichelberger: I see. Okay. It depends on what kind of format it is and and you know how you want it to behave. So I think this is set correctly for something like an E book package where it's hard to request things if they're not full text.
Alfred State: Got it. Thank you. You're welcome.
Anyone else have any questions.
Michelle Eichelberger: Okay, Ellen's got a question.
Michelle Eichelberger: Okay. I'd like to attract on. So Ellen. My suspicion is when did you download your report just now, or did you download it in the fall.
Michelle Eichelberger: And Alan, feel free to unmute yourself if you want to talk about this.
Michelle Eichelberger: Okay, just now. Great. So if okay so if you just did it. Now it should include all of the NA collections and what you want to do is sort by PC ID. Do you want to share your screen. And we can look at it together in terms of looking at it and Alma
bahr: Sure, I can do that. Great. Let's go to share
Yeah.
bahr: Great. Okay. Share my whole screen. No.
Michelle Eichelberger: That's okay, this will work. So in this case, what you would want to do in this Excel file is sort by PC ID and what you should see is
Michelle Eichelberger: Your NH should match up with all the stuff that's been moved. So see that one give 31 3208 So originally it was not available, but now it is available and it has been mapped to the Lincoln University Research archive, see how those two are grouped together.
bahr: Oh, I see. Okay, thank you.
Michelle Eichelberger: Yeah. So I mean, ideally what I would have loved as if they had just taken out all the NAS have been resolved. But, sorry.
Michelle Eichelberger: About what happened.
Michelle Eichelberger: And this one. So this one is probably still not available, and it may be one of those nine that was on the list in the slideshow, and we will be posting the slides. The other thing it could be is a collection that they're getting rid of, if it's some
Michelle Eichelberger: Outdated open access collection, they may just be getting rid of it completely.
Michelle Eichelberger: So I would we can look at the slides and
Michelle Eichelberger: You know also look at the release notes to see what that one was, you can see there's another one a little farther down that was 2632 that one has been matched up. Yep.
bahr: Okay, thank you very much.
Michelle Eichelberger: Yeah, you're welcome.
Any other questions.
Michelle Eichelberger: Okay. Well, great. Thank you again. And please feel free to post your questions on base camp and we will see you back here again next Friday at two o'clock, if you have anything you want to discuss with us in the zoom session. So thanks everybody have a good rest of your day.