Go NDE - Steps to Transition to NDE UI

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What is Go NDE?

Go NDE is a self-switch process managed by the institution. It enables a smooth transition from the existing Primo VE interface to the NDE UI, the future interface for Primo VE customers.

The transition to the NDE UI is simply an interface update. All discovery-related data managed in Alma, including PNX records, local fields, normalization rules and other configurations, remain unchanged. This ensures that the underlying data layer remains consistent, enabling institutions to focus on the new interface options and customization capabilities provided by the NDE UI.

Before starting the Go NDE steps, ensure you have reviewed the NDE UI functionality and release plan, and you are familiar with the NDE UI's key milestones:

May 2025 — Managed General Release: 140 institutions registered and are now actively using the NDE UI
November 2025 — General Release: NDE UI available for all, in both production and sandbox
2026-2027 — Mass Onboarding: Plan your transition to the NDE UI, utilize all available resources under Go NDE to prepare for your transition
- You can check if the NDE UI Transistion Cohort Program is relevant for you. It takes place twice a year. The NDE UI Transition Cohort Program is a structured 4-week training program designed to guide institutions through the migration from Primo VE UI to the new NDE UI.
January 2028 — NDE UI Exclusive: Exclusive UI for Primo VE, following the gradual sunset of the existing UI

If you have any questions regarding the transition to the NDE UI, check the FAQ to learn more or submit a case.

Primo NDE UI Rollout Explained: Learn About the Transition Steps and Timelines – YouTube (59 min.), PDF
Primo VE NDE (Next Discovery Experience) – YouTube (60 min.)

The following sections describe each step of the Go NDE process.

✅ Step 1: Enablement

Create a new NDE View or duplicate an existing one. See Getting Started with the NDE UI.

Starting to work on the NDE means creating your NDE view in production, in parallel with your existing live view. The setup of the NDE view does not impact your current view as customizations and configurations are view-specific. Once the NDE view is created, it is immediately available for internal testing but remains hidden from end users until you choose to expose it.

As part of the Managed General Release process, access to the NDE is only available in production starting in May 2025 and reflects these changes after the August 2025 release. Your work on production will be cloned to your sandbox during the next semi-annual refresh, currently planned for August 2025. This means you can begin testing and configuring in production now, knowing your sandbox environment reflects these changes after the August 2025 clone.

✅ Step 2: Test and Review Configuration

Conduct testing on your NDE view:

Once you have initiated your NDE view, perform thorough testing
Review notable NDE items and additional configurations for the NDE UI. See Overview of the NDE Interface and Configuration.
Explore upcoming functionalities to align your transition plan accordingly. See Available Features, Functionality and Release Plan for NDE UI.
You can assist us by reviewing the Go NDE Checklist while testing.

✅ Step 3: Branding Your View

Customize your logo, favicon, themes, icons, and CSS.

Design your Landing Page.

Integrate with external vendors like ThirdIron.

Create and implement custom components. See Customization Best Practices.

For custom domain name updates and SSO updates, contact support.

✅ Step 4: Enable Mixpanel to Provide Analytics for the NDE UI

Once you have added an NDE UI view to your Production environment (not supported in the Sandbox environment), you can enable Mixpanel to begin tracking usage and user engagement.

The NDE UI does not support the OBI version of Primo Analytics.

To enable Mixpanel:

Open the attached form and select the tab for either a Single Institution or a Consortium (NZ) configuration. The consortium configuration has two options: Centralized or Independent Institutions. Switching this configuration later results in a loss of collected metrics.

If you are a consortia, you need to determine whether to select the Independent Institutions Mixpanel project topology or the Centralized Mixpanel project topology. For information describing the different applications of the Independent Institutions Mixpanel project topology or the Centralized Mixpanel project topology, see Mixpanel Project Topologies.

Select Mixpanel Configuration Form
Fill out the selected form and save your changes.
Open a Support Case to create a Mixpanel Admin User (set Category to Mixpanel) and attach the completed form for your institution or consortium.
Set the enable_mixpanel parameter to true on the Discovery Customer Settings page (Configuration > Discovery > Other > Customer Settings). Contact support if the parameter is not available.

For additional product documentation and videos, see Primo VE Analytics - Mixpanel and Mixpanel for Primo VE Customers.

✅ Step 5: Go Live

If you have tested your new NDE view and conducted sanity tests on all your systems, you can go live. Once you go live, all your discovery-related links (permalinks, saved searches, deep links, and so forth) are redirected from your live Primo VE view to your new NDE view.

Ensure you review the Go NDE Checklist before going live. For integration with other products, follow the post Go Live steps in Interoperability with Other Systems.

To go live with an NDE view:

On the Views List page (Configuration > Discovery > Display Configuration > Configure Views), select the Switch to Live option in the row containing your NDE view.

This option is a one-time feature designed to redirect traffic from your live Primo VE view to your NDE view. Do not use this option until your official Go Live day.

Switch to Live Option

A checkmark is placed in the new NDE Live column for NDE views that have gone live.
In the Switch to Live dialog box, update the following fields:
- Choose a non-NDE to redirect from — Select the old non-NDE view to redirect live traffic to the NDE view.
- Copy saved searches and search history — This is enabled by default. When checked, all saved searches and search history of all users also appear in the NDE. If Do not use redirection is selected, this checkbox becomes inactive. Note that if the institution made changes in the scope names, we recommend not copying the saved searches, since they are based on the old search scopes used.
- Do not use redirection — If this is a new NDE view that is not replacing an old non-NDE view, select this option to go live without any redirection from another view.
- By switching live with NDE - please note that data collection will begin via Mixpanel analytics. For disabling the data collection, uncheck the checkbox. — If you have not activated Mixpanel in your production environment, this option appears in the dialog box. When this option is selected, data collection for Mixpanel is activated on all live NDE views in your system.
  - Mixpanel activation may take up to one week to complete.
  - To gain access to Mixpanel data, submit a case, as explained in step 4, above.
Switch to Live Dialog Box
Select Confirm.
In the Confirmation Message dialog box, select Confirm to complete the switch.
Verify that your access to the NDE view comes from your previous live view, your portal search box redirections, and so forth.

✅ Step 6: Post Go Live

After you have switched all your existing non-NDE views to live NDE views, you can switch to NDE-only mode to hide all non-NDE views on the View List page (Configuration > Discovery > Display Configuration > Configure Views). To switch to the NDE-only mode, submit a support case.