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Primo New UI Go Live Checklist

  • Product: Primo
  • Product Version: August 2016 and later
  • Relevant for Installation Type: Multi-Tenant Direct, Dedicated-Direct, Local, TotalCare

Primo New UI Preparations

  • Learn all about the Primo New UI
    This Knowledge Article is the best place to start if you have questions about the Primo New UI.
    Primo New UI:  All the resources in one page
     
  • Review & Test the New UI before Go Live
    Review the different pages and sections of the New UI to make sure Primo is working (and looking) great!
     
  • Double-Check Primo Back Office Configuration
    Make sure your Primo Back Office configuration is ready for the New UI.
    Primo New UI Back Office Configuration
     
  • PDS Configuration Check (Alma Customers)
    If you are an Alma customer and are using PDS for authentication, review the instructions in this Knowledge Article to see if you need to make PDS configuration changes for the Primo New UI.    You may need to submit a Case to Support, so check this before Go Live!
    New UI not loading correctly after login using PDS

Primo New UI Go Live Action Items

  • HTTPS Checklist
    Follow this checklist to make sure Primo is ready to use SSL with the Primo New UI.
    Checklist for using https:// in Primo New UI
     
  • Check the “New UI Enabled” box in the Primo BO Institution Wizard
    This checkbox will ensure that all deep links, permalinks, and search box searches redirect to the Primo New UI.  This will also ensure that links from external OpenURL Sources will be directed to the New UI Services Page without you having to make any change notifications to your OpenURL-enabled Source providers, like Google Scholar, PubMed, or publisher/vendor databases.
    Primo New UI Back Office Configuration: Services Page
     
  • Update your Primo URLs to point to the New UI!
    <server:port>>/primo-explore/search?vid-<YOUR_VIEW_ID>

Primo New UI Post-Go Live Checks

  • Check the Primo Search Box on your Library Website
    As noted above, Checking the "New UI Enabled" checkbox in the Primo BO Institution Wizard will redirect your search box to the Primo New UI.  However, we recommend checking the search box to make sure it's working correctly, especially if you have done a lot of customizations.  If you are experiencing any issues with the search box after go live, follow the instructions here to create a search box specifically for Primo New UI.
    Creating a Search Box With Deep Links to the New UI
     
  • Check Classic UI Advanced Search Deep Links
    As noted above, Checking the "New UI Enabled" checkbox in the Primo BO Institution Wizard will redirect your existing Advanced Search Deep Links to the Primo New UI.  However, you may want to double-check these to make sure they are redirecting correctly.  We also recommend you start using the much simpler method of creating Deep Links for the New UI.  Unlike the Classic UI, there is no special syntax for Deep Links.  All you have to do is perform an Advanced Search using the New UI, and you can use the resulting Primo Search URL as a Deep Link.

 


  • Article last edited: 10-Oct-2017
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