Preference CDI Link Resolver records over Link in Record when merging
CDI now merges multiple results for the same article together, but when it does it preferences CDI records with 'Link in Record' rather than displaying the Link Resolver choices under Full Text Availability. The Link in Record articles often lead to indexing sites, not to the publisher where the full text is available. We need a config option where we can preference Subscription (Linkresolver) over Link in Record when merging records in Primo
Stacey van Groll commented
In that particular impact line, I am specifically referring to GES aka General Electronic Services, which is one option for adding the Unpaywall configuration to your environment, which is hidden when there is hardcoded Link in Record preferencing.
This GES sits in the mashup as an 'Additional Service' or similar term, depending on if the display is View It or Get It for no holdings.
This is the option we use for various reasons (see https://knowledge.exlibrisgroup.com/Primo/Community_Knowledge/How_to_%E2%80%93_Add_an_Unpaywall_General_Electronic_Service_to_Alma%2C_for_Open_Access_links_in_Primo).
I think you might be referring instead to the version Ex Libris added in the November 2019 release, which displays only in the View It alongside all other electronic services, and does not display in the Get It no holdings.
Although we don't use that version, which means I can't answer definitively, I would think logically that the same problem would apply there of the Link Resolver Unpaywall service link being overridden and hidden by the current hardcoded Link in Record preferencing.
Federico Leva commented
Dear Stacey van Groll, thank you for the write up! Can you please clarify what you mean about the priority given (or not) to Unpaywall links? Do you mean that there are resources which have an open access URL on Unpaywall (say, there's a link to PubMed Central) and they end up being linked to that URL instead of what your local URL resolver gives, or vice versa?
Sharon Robinson commented
This is an urgent change. The current set up is preventing our users from accessing subscribed sources. I am expecting a flood of enquiries/complaints if the August change does not result in a significant improvement.
Katie Dunn commented
I see this on the CDI Known Gaps and Issues page (https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/020Your_Move_to_CDI/Known_Gaps_and_Issues)
"Based on feedback from many customers, we are changing the following link rule in the merged record:"
"If the library has access to at least one of the collections that use the link in the record, those collections will be given precedence over the collections that use OpenURL. Links that use a document ID will be given priority over metadata links."
"To: If the library has access to at least one of the collections that use the link in the record and that link is not for an open access item, those collections will be given precedence over the collections that use OpenURL. Links that use a document ID will be given priority over metadata links. If the "link in the record" collection is open access then the OpenURL link will be given precedence."
"For more information on linking rules, see Linking and the Merged Record."
(Target release: August)
This planned adjustment to the linking rules will resolve a problem we're having with at least one CDI collection (DataCite).
Tracey Reeves commented
University of Adelaide definitely supports this also. I would add to Stacey's list of impacts that Library staff cannot easily tell at a glance what alternative access options there are for articles originating from "Link in record" collections which are either not working or inaccessible to users. This could potentially result in unnecessary Interlibrary Loan requests being made, especially seeing as there is no way for us to manually override these links.
Stacey van Groll commented
Thank you for submitting this idea, Erin. UQ supports this idea wholeheartedly.
We would ideally like a configuration option which allows us to control this preferencing, as we feel is best for our users.
We should not have to deactivate full text collections and resources in order to restore our autonomy over the links, information, and services we present to our users.
The reasoning for Link in Record hardcoded preferencing of presenting the most stable link is valid, but this sacrifices many related Alma functions and services which Libraries provide to our users, by eliminating our ability to surface these in Primo.
Relaxing this preferencing for Open Access, which was rolled out in July 2020 and caused a massive regression by removing all associated links for several days and is now scoped again for August 2020, does not go far enough.
It is unknown if it will cover also the new Partially Open Access collection status advised as coming soon, as separate from Open Access when the collection is hybrid.
Ex Libris describes Link in Record collections as composing approx. 40% of collections, while recognizing that some of these are collections may be excluded from Match & Merge, such as Institutional Repositories, or which have unique content, such as Alexander Street Press.
* supplementary features and value-added Additional Services are hidden, for example General Electronic Services supporting staff workflows such as OpenURL calls to external reading list management systems shown only to Library Staff by user group, help links for users to locally created web content offering expert guidance on navigating various ebook platforms and sharing accessibility assessments, and the Unpaywall Look for Open Access version option by DOI to support all users
* only one static link is presented, rather than a full list of Link Resolver options, as failsafe options in the event of failure and also hides more options for users with limited privileges
* removal of library autonomy in platform preferencing, with no option to present links in our configured preferred order as per Alma Online Services Order, as well as undermining efforts for sites to support linking neutrality
* removal of library ability to present only certain access points over others in granular fashion when needed or desired, by preventing the use of Display Logic Rules to hide full text when other full text is available
* no option to add Public Notes for user information, such as when it is known via staff information or user reports that the platform is experiencing an issue. This is a key direct communication channel between Libraries and our users, where we can support them by sharing temporary workarounds
* no option for sites to use the Alma URL override options at the service level, when the platform is experiencing a problem. This is a vital workaround for sites when Ex Libris introduces regressions, so that our users are not further impacted with loss of direct access to resources while we open cases and wait for a defect fix
* no option for sites to utilise Show License information, which includes locally configured options from Alma, with key information on our contractual obligations and limits of access. This is a loss not just for users but for our staff managing Document Delivery services who use this information directly in Primo as a quick workflow to determine if they can fill ILL requests from external institutions
* static link collections are often problematic, such as only pre-print content, rather than final version
* missing provider information from the link text for the destination, that we cannot control, use to find the source, and fix ie 'View full text in collection' dummy text, rather than advising a user which platform they will be sent to, and also removing their ability to choose
* variable confusing behaviour when collections are restricted to authentication for search ie several Link Resolver options are presented when not logged in, and then upon logging in, the display changes to a static link (eg Westlaw)
* Database records are made full text active for CDI purposes by the bibliographic record being published to Primo. For A&Is, the Link in Record then leads only to the abstract, hiding valid Link Resolver services to the full text. This is made worse by Ex Libris incorrectly marking some of these collections as CDI Type of Full Text Collection. This also means that we can't consolidate our Alma records to only have one record, and must have one IZ unsuppressed record for Primo and Primo Database Search, and one CZ suppressed record which only active for CDI for search. It was advised that this design would be changed in the August 2020 release, but there has no sign of this in Release Notes, and there is no certainty that this will fix this negative impact scenario completely