NDE UI Transition: Cohort Program
Self-Service Migration Option
The transition to the NDE UI is designed as a self-switch process that institutions can manage independently. Organizations can move from their current UI using:
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Readily available information and resources
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Comprehensive step-by-step guides
This approach gives institutions full control over their migration timeline and process.
Cohort Training Program
For institutions seeking additional guidance and structured support, we offer a 4-week cohort training program specifically aligned with the NDE UI transition steps.
Registration
📋 Register Here: Registration for the May 2026 Cohort is now Closed.
Program Benefits
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Guided Migration: Step-by-step guidance through the complete transition process
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Collaborative Learning: Move forward together as a cohort with peer institutions
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Practical Experience: Hands-on training with real-world application
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Expert Support: Access to dedicated resources and expertise throughout the program
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Peer Collaboration: Learn from other institutions facing similar challenges
Program Structure
The structured 4-week program is designed to take participants from their current Primo VE UI through to successful implementation of the new NDE UI, ensuring a smooth and supported transition process.
Choose the approach that best fits your institution's needs and resources – whether independent migration or guided cohort support.
Overview
The NDE Cohort Program is a comprehensive, guided training initiative offered twice annually to support institutions migrating from classic Primo UI to the new NDE UI. This structured four-week program provides step-by-step guidance through migration planning, configuration, customization, and go-live preparation.
Who Should Participate?
Primary Candidates:
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Institutions planning to go live with NDE during upcoming release windows
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Libraries seeking to self-manage their migration with structured guidance and community support
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Teams that prefer collaborative learning environments over individual consultation
Cohort Alignment with Go-Live Windows
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November Cohort (November start): For institutions planning to go live December – February
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May Cohort (May start): For institutions planning to go live June – October
Important Note: This program prepares your NDE view to configuration-ready status with basic branding implementation. Institutions requiring highly customized interfaces may need additional independent development work beyond the scope of this cohort.
Curriculum Overview
Learning Format
Participants engage through a combination of pre-recorded sessions, live discussions, and practical planning tools across four focused weeks.
Core Learning Areas
Foundation & Planning
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Core concepts of NDE architecture
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Key differences between classic Primo UI and NDE UI
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Benefits, improved functionality, and common migration challenges
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Institution-specific planning using the Migration Planning Worksheet
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Configuration, testing, and verification protocols
Customization & Implementation
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Branding and UI customization (logos, themes, images, icons, homepage design)
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Add-on integrations and third-party tools
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Advanced customization guidance through the Developer Network
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Best practices and troubleshooting
Go-Live Preparation
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URL redirects and "Switch to Live" process implementation
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Staff training and patron communication strategies
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Smooth transition protocols
Weekly Schedule
Weeks 1-2: Foundation Building
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Pre-recorded Session: "Understanding Primo NDE UI - Core Concepts"
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Comprehensive comparison between classic and NDE interfaces
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Migration benefits and functionality improvements
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Common challenges and proven solutions
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Practical Tool: Migration Planning Worksheet
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Institution-specific requirements assessment
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Step-by-step migration roadmap
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Testing protocols and customization inventory
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Week 3: Customization Focus
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Pre-recorded Session: "Customization Options"
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Simple customization techniques
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Add-on integration strategies
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Advanced customization pathways via Developer Network
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Live Interactive Session: Tips, tricks, fine-tuning, and Q&A
Week 4: Go-Live Implementation
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Focus Areas: URL redirects and go-live processes
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Initial Mixpanel registration and setup
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Final Preparation: Transition planning and stakeholder communication
Program Outcomes
Upon successful completion, participants will have:
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✅ Production-Ready NDE View - Fully configured, tested, and ready for deployment
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✅ Customized Migration Plan - Comprehensive checklist tailored to your institution's specific requirements
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✅ Community Network - Ongoing connections with peer institutions for continued support
Registration & Timeline
November 2025 Cohort
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Registration Period: September 15 – October 20, 2025
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Program Start: November 3, 2025
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Target Go-Live Window: January – February 2026
May 2026 Cohort
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Registration Period: March 2 – April 16, 2026
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Program Start: May 4 2026
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Target Go-Live Window: July – October 2026
November 2026 Cohort
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Registration Period: September 2026
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Program Start: November 2026
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Target Go-Live Window: January – February 2027
Registration
📋 Register Here: Registration for the May 2026 Cohort is now closed.