Primo VE Migration Planning

See the Primo VE Resources page for extensive documentation and training resources for the Alliance’s move from Primo PBO to Primo VE.

To receive updates from central staff about the migration, contact Elizabeth Duell (eduell@orbiscascade.org) to subscribe to the Primo VE Discussion list.

Milestone Dates

Below are suggested target dates to pace migration activities before Go Live in June 2022.

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

Migration Calls

The Alliance will host planning calls for Primo VE migration in Fall 2021. Details will be shared with the Primo VE Institutional Contacts.

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