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Established: September 2015

Type of Group and General Comments
Teams can form ad hoc working groups that are chaired by a team member with membership drawn from staff at member libraries. Selected working groups might also include non-members. For example, a working group concerned with the courier might include non-member participants. Joint Working Groups may be formed by the Board and assigned to a lead team.

The formation of a Joint Working Group and the charge was approved at the 2015 September 3 meeting of the Policy & Coordination Team.

Background: New group.The Primo Assessment Joint Working Group is a joint working group lodged in the Assessment Team. The chair of the Primo Assessment Working Group will be appointed from the membership of the Assessment Team. A representative from each of the other Teams will serve on the working group. 

Charge for FY16
The working group will develop and implement a plan to assess the new Primo user interface (Primo UI)  based on input from other relevant teams and Council. 
  • This group will assess the new Primo UI in relationship to known problems and limitations of current Primo. Data sources will include the Priority Support Issues, Primo enhancements voted on by the Alliance, and known customizations. The audience for the assessment is Council.
  • Continue strong relationship with the System’s Team’s Primo Toolkit Working Group

Statement of Purpose and Overview of Work

New Primo UI Overview

In order to answer broad questions about the new PrimoUI, we have been compiling information from existing data sources such as the Priority Support Issues list, system enhancement requests, and the customizations toolkit list. We are creating additional data sources where necessary to fill information gaps (e.g., the Reference and Instruction survey and the Clark usability work). We have also conducted interviews with experts in key areas to inform our understanding of Alliance needs.  

The New Primo UI Overview of data sources with associated evaluation information, including timelines and implications for transitioning is a living document that we are updating as information becomes available.

Each Alliance institution will decide when to transition to the new Primo UI. We hope this clearinghouse will help inform those transition decisions and help to minimize unnecessary duplication of work at the institutional and consortial level.

If you have updated information or know of work that would be beneficial to include in the new Primo UI Overview, please email michele.burke@chemeketa.edu or communicate with any member of the PAJWG. Our group relies on input and contributions. We are also happy to answer questions, and to provide more granular detail when possible. We would love to hear from you.