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.
| Milestone | Dates | Relevant “Go VE” Documentation |
|---|---|---|
| Primo VE Activation | October 27, 2021 | Enablement Phase: Collaborative Networks |
| Authentication and Views | October 27, 2021 – November 17, 2021 | Authentication Profiles Converting Views in Primo to Primo VE |
| Search scopes | November 17, 2021 – December 8, 2021 | Converting Primo Scopes to Primo VE |
| Local fields | December 8, 2021 – January 12, 2022 | Converting Local Fields in Primo to Primo VE |
| Local resource types | January 12, 2022 – January 26, 2022 | Converting Local Resource Types in Primo to Primo VE |
| External Data Sources | January 26, 2022 – February 9, 2022 | Replacing Pipes in Primo with Import Profiles in Primo VE |
| Additional configuration | February 9, 2022 – February 23, 2022 | Converting Primo Data Configuration to Primo VE |
| Go Live | June 2022 | Go 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.
- 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 5 Primo VE Q&A Meeting – Recording
- January 12 Milestone Meeting: Display & Local Fields, and Local Resource Types – Recording
- January 19 Primo VE Q&A Meeting – Recording