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:
-
Readily available information and resources
-
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: https://forms.office.com/r/waQM6iDfw1
Program Benefits
-
Guided Migration: Step-by-step guidance through the complete transition process
-
Collaborative Learning: Move forward together as a cohort with peer institutions
-
Practical Experience: Hands-on training with real-world application
-
Expert Support: Access to dedicated resources and expertise throughout the program
-
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:
-
Institutions planning to go live with NDE during upcoming release windows
-
Libraries seeking to self-manage their migration with structured guidance and community support
-
Teams that prefer collaborative learning environments over individual consultation
Cohort Alignment with Go-Live Windows
-
November Cohort (November start): For institutions planning to go live December – February
-
May Cohort (May start): For institutions planning to go live July – September
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
-
Core concepts of NDE architecture
-
Key differences between classic Primo UI and NDE UI
-
Benefits, improved functionality, and common migration challenges
-
Institution-specific planning using the Migration Planning Worksheet
-
Configuration, testing, and verification protocols
Customization & Implementation
-
Branding and UI customization (logos, themes, images, icons, homepage design)
-
Add-on integrations and third-party tools
-
Advanced customization guidance through the Developer Network
-
Best practices and troubleshooting
Go-Live Preparation
-
URL redirects and "Switch to Live" process implementation
-
Staff training and patron communication strategies
-
Smooth transition protocols
Weekly Schedule
Weeks 1-2: Foundation Building
-
Pre-recorded Session: "Understanding Primo NDE UI - Core Concepts"
-
Comprehensive comparison between classic and NDE interfaces
-
Migration benefits and functionality improvements
-
Common challenges and proven solutions
-
-
Practical Tool: Migration Planning Worksheet
-
Institution-specific requirements assessment
-
Step-by-step migration roadmap
-
Testing protocols and customization inventory
-
Week 3: Customization Focus
-
Pre-recorded Session: "Customization Options"
-
Simple customization techniques
-
Add-on integration strategies
-
Advanced customization pathways via Developer Network
-
-
Live Interactive Session: Tips, tricks, fine-tuning, and Q&A
Week 4: Go-Live Implementation
-
Focus Areas: URL redirects and go-live processes
-
Final Preparation: Transition planning and stakeholder communication
Program Outcomes
Upon successful completion, participants will have:
-
✅ Production-Ready NDE View - Fully configured, tested, and ready for deployment
-
✅ Customized Migration Plan - Comprehensive checklist tailored to your institution's specific requirements
-
✅ Community Network - Ongoing connections with peer institutions for continued support
Registration & Timeline
November 2025 Cohort
-
Registration Period: September 15 – October 20, 2025
-
Program Start: November 3, 2025
-
Target Go-Live Window: January – February 2026
May 2026 Cohort
-
Program Start: May 2026
-
Target Go-Live Window: July – August 2026
Registration
📋 Register Here: https://forms.office.com/r/waQM6iDfw1