Plan Your Transition Using These Resources

• Go NDE transition steps: Guided steps available to support a smooth transition
• FAQ: Frequent questions answered to assist in planning and transition
• Overview of the NDE Interface and Configuration
• Customization Best Practices – Guide to how to brand your discovery site to your needs
• Blogs shared by others live with NDE UI
• List of live NDE customer sites (community-maintained) can also be accessed via  IGELU → Primo Working Group → Primo Community Support

Webinars

• NDE UI Onboarding in Practice (February 11, 2026) - YouTube, PDF
• Exploring NDE UI for Consortia: Features, Customization, and Mixpanel Settings (December 3, 2025) – YouTube, PDF
• Primo VE NDE configuration (October 28, 2025) – YouTube
• 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)

User Engagements Analytics with Mixpanel

• Primo VE Analytics - Mixpanel: Introduction to Mixpanel, FAQ, support channels, events…
• Enable Mixpanel Step: Enable Mixpanel for the NDE UI
• Mixpanel How to Blog additional Mixpanel Training videos
• Mixpanel for Primo VE Customers - Details of data processing and storage locations
• Mixpanel Project Topologies (for Consortia)   and  Mixpanel - Consortia Structures
• Access Mixpanel
• How to invite other users in Mixpanel

More Resources and Training

• Branding NDE UI - User Interface Customization (8 min)
• Advanced Customization Live Demo – YouTube (76 min) NDE Customization Package -  GitHub and code examples
• Managing Add-Ons for the NDE UI
• Developing an Add-On for the NDE UI
• Utility to identify new labels in the NDE
• Customization Best Practices
• Customize theme using CSS
• Creating your own color theme
• How to customize the library logo
• How to customize the favicon
• Update your institution names
• How to make your logo clickable
• Guidelines for Logos and Thumbnails
• Customizing the Homepage Content and Styles
• Modifying the banner
• Disabling the Background-Image Overlay
• NDE UX Design Principals
• Release Changes Requiring Customization Review
• How to create a search profile slot in Primo VE NDE.pptx
• How to create a search profile slot in Primo VE NDE for only electronic resources.pptx
• How to make the Expand My Results be activated by default in a search profile slot in Primo VE NDE.pptx
• FRBR and Deduplication of Bibliographic Records in Primo VE NDE.pptx
• How to update page titles in Primo VE NDE
• Primo VE NDE Configuration.pptx
• What determines that a record is Open Access or Peer Reviewed in Primo VE.pptx
• חיפוש בשפה טבעית בפרימו - דוגמאות בעברית

NDE UI - Customer Shared Experiences

• University of Rochester
• NDE Customization: Displaying ILLiad request information in My Account
• IHP: The First Institution to Go Live with Primo NDE UI – Our Journey, Customizations, and Lessons Learned
• Changing the display order for the user’s initials/name in Primo VE NDE
• NDE Customization: How to build a component that requires values from the pnx

Accessibility

• Clarivate Primo NDE VPAT

NDE Cohort Learning Resources

This section provides access to selected recordings and presentation materials from the Primo NDE Cohort program. These resources complement the existing NDE documentation and offer practical guidance, demonstrations, configuration examples, customization techniques, consortium considerations, and go-live best practices.

Note: The materials below were originally developed for the NDE Cohort program (May 2026) but remain relevant for institutions planning, implementing, or optimizing their NDE experience.