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Coordinated Ten Campus + CDL Migration to Primo Next Discovery Experience (NDE)

Coordinated Ten Campus + CDL Migration to Primo Next Discovery Experience (NDE)

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Legend: not started IN PROGRESS STALLED decided

Status

Decided

Description

ExLibris has begun to allow customers to move to Primo NDE. UC has had access to the NDE since November 2025, and Ex Libris has set a target of January 2028 for all Primo VE users to migrate to the NDE. The Discovery OST and campus discovery groups have had discussions on whether a coordinated 10 campus + CDL migration would be preferable to campuses migrating on their own individual timelines.

Decision summary

Discovery recommends that UC carries out any future migration to NDE by all campuses and CDL as a single project. This will allow better coordination of the testing of consortial functionality in NDE. It will also enable campuses to share configuration knowledge in a more coordinated way with a higher potential for harmonization.

Owning group

Discovery + sils-discovery-l@listserv.ucop.edu

Approver

Discovery

Consulted

All Chairs, OT, Accessibility

Informed

Β 

Decision-making process

Discussion and Consensus

Priority

Medium

Target decision date

Mar 2, 2026

Date decided

Mar 3, 2026

Recommendation

Discovery recommends that UC carries out any future migration to NDE by all campuses and CDL as a single project. This will allow better coordination of the testing of consortial functionality in NDE. It will also enable campuses to share configuration knowledge in a more coordinated way with a higher potential for harmonization.

Impact

Stakeholder group

Impact

Stakeholder group

Impact

OT

Management of migration process and timelines

Discovery

Overall configuration of NDE

Accessibility

Reviewing NDE accessibility

Reasoning

Discovery recommends that if UC decides to migrate to NDE it should be done by all ten campuses and CDL as a single consortial project. This will allow better coordination of the testing of Network Zone (NZ) functionality in NDE. It will also enable campuses to share configuration knowledge in a more coordinated way with a higher potential for harmonization.

Background

Per ExLibris β€œThe NDE (Next-Generation Discovery Experience) UI provides library users with a modern, streamlined interface.” UC has been able to access NDE since November of 2025.

Ex Libris documentation suggests that all Primo users must transition to the NDE by January 2028. If the University decides to migrate to NDE, UC SILS will need to test new functionality (especially improvements promised by ExLibris related to consortial functionality), rewrite any campus customization/branding and carry out any new NDE specific configuration.

Discovery OST had several discussions to determine if there is a preference for UC campuses to move to NDE in a coordinated single project with CDL or to let campus choose to schedule there own migrations. The result of these discussions was a clear consensus among the Discovery OST members for a coordinated approach. OST members also consulted with their local campus Discovery teams. When Discovery reconvened there was again clear consensus among the local groups that any migration to NDE should be carried out as a consortial project.

Ex Libris Documentation

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Action/Point Person

Expected Completion Date

Notes

Status

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The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu