Primo VE Migration Planning

Primo VE Go-Live for all Alliance institutions completed in June 2022. This page contains links to archived migration planning calls.

Migration Calls

Ex Libris Project and Milestone Meetings

  • September 14 Project Planning Meeting – Slide Deck, Recording
  • October 27 Kickoff Primo VE Enablement Meeting – Slide Deck, Recording
  • November 3 Milestone Meeting for Authentication and Views – Recording
  • November 10 Critical Steps Meeting: Dedup and FRBR – Recording, Dedup/FRBR: PBO vs. VE (Google Doc)
  • November 17 Milestone Meeting for Search Scopes & Profiles – Recording
  • December 2 Critical Steps Meeting: Search Scopes – Recording
  • December 8 Milestone Meeting: Local Fields – Recording, Local Fields Coordination Spreadsheet
  • January 12 Milestone Meeting: Display & Local Fields, and Local Resource Types – Recording
  • January 26 Milestone Meeting: Local Resource Types and External Data Source Import – Recording
  • February 9 Milestone Meeting: External Data Source Import & General Discussion – Recording
  • February 23 Milestone Meeting: Preparing for Go-Live – Recording
  • March 30 Applying NRSG Resource Types to IZ-Only Records, presentation by Lesley Lowery – Recording
  • April 13 Go Live Q&A with Ben-Yishai Zeevi of Ex Libris – Recording
  • June 1 Final Q&A with Ben-Yishai Zeevi of Ex Libris – Recording

Alliance Q&A Meetings

Milestone Dates

MilestoneDatesRelevant “Go VE” Documentation
Primo VE ActivationOctober 27, 2021Enablement Phase: Collaborative Networks
Authentication and ViewsOctober 27, 2021 – November 17, 2021Authentication Profiles
Converting Views in Primo to Primo VE
Search scopesNovember 17, 2021 – December 8, 2021Converting Primo Scopes to Primo VE
Local fieldsDecember 8, 2021 – January 12, 2022Converting Local Fields in Primo to Primo VE
Local resource typesJanuary 12, 2022 – January 26, 2022Converting Local Resource Types in Primo to Primo VE
External Data SourcesJanuary 26, 2022 – February 9, 2022Replacing Pipes in Primo with Import Profiles in Primo VE
Additional configurationFebruary 9, 2022 – February 23, 2022Converting Primo Data Configuration to Primo VE
Go LiveJune 2022Go Live: Post Go-Live Actions