Beyer and Hoeppner "Content Platform Migration Working Group Update"
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This presentation was given by Tom Beyer of The Sheridan Group and Athena Hoeppner of The University of Central Florida, at the NISO Annual Meeting and Standards Update on June 25. The event was held as a part of ALA Annual 2021.
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Beyer and Hoeppner "Content Platform Migration Working Group Update"
- 1. Content Platform Migration Working Group Update Athena Hoeppner, Discovery Services Librarian, University of Central Florida Tom Beyer, Platform Services Director, KGL PubFactory NISO Information Policy & Analysis Topic Committee ALA Meeting| 25 June 2021
- 2. Problem Needing a Solution • Migrations happen frequently • Involve inherent complexities of migrating content • Involve multiple stakeholders in complex relationships • Failure to consider significant related technologies and partners • Failure to communicate key points to all stakeholders • Problem-free migration are the exception rather than the norm
- 3. A Work Plan Idea is Born (Early 2019) With so many publishers making their data available online, the platform “market” is very active. Librarians have reported over 30 content platform. migrations from 2016 to the present. A migration that is well-planned, communicated and coordinated with customers, and well-executed will deliver content on a new platform with no broken links or loss of functionality, no interruption of access, and no loss of customer information. Athena Hoeppner Librarian, University of Central Florida. CPM Co-Chair Kimberly Steinle Library Relations Manager at Duke University Press. CPM Co-Chair
- 4. Phases of the CPM NISO Work Proposal Phase 1: Idea to Proposed Work Item Topic Committee (TC) voted to put item to membership Phase 2: Approved Work Item and Created Roster TC engaged to create and approve WG roster Phase 3: Created Work Plan TC approved work plan Phase 4: Draft the Recommended Practice TC receives quarterly progress reports from WG Phase 5: Working Draft to Ballot and Public Comment TC to approve Phase 6: Approval Phase 7: Maintenance
- 5. Getting to Work! Develop a recommended practice to help normalize the content platform migration processes and provide recommendations to improve communications before, during and after migrations. • Review past migration experiences, communications plans, timelines, decisions • Identify and involve stakeholders: • Publishers • Content platform providers • Libraries • Other technology providers • Identify and review related standards and organizations • Draft!
- 6. Investigate, draft, draft, draft...
- 7. Sneak Peak of the Recommended Practice! Section 1: Introduction Section 2: Continuous Access: Linking to Content, Redirects, Resolvers, & Authentication Section 3: Content Migration Section 5: User and Administration Accounts Section 6: Usage Statistics Section 7: Communication Appendix A Metadata Standards Appendix B Crossref Appendix C Statistics Service Vendors Appendix D Sample URLs Appendix E Contacts Appendix F Checklist Bibliography
- 9. Flexible, Customizable, Checklist • Phase of Migration Process • Activity Type • Primary Stakeholder • Auxiliary Stakeholder(s) • Recommended Task
- 10. Filtered to Phase, Activity Type, Stakeholder Phase Activity Type Primary Stakeholder Recommendation Immediately Post Launch Access Librarian Verify EZproxy works, if applicable, and update stanza if necessary Immediately Post Launch Access Librarian Verify Shibboleth/OpenAthens works, if applicable Immediately Post Launch Access Librarian Verify you have access to purchased entitlements
- 11. Filtered to Phase, Activity Type, Stakeholder Phase Activity Type Primary Stakeholder Recommendation Pre Migration Metadata Publisher Create a pre-migration customer entitlement list (preferably KBART) and make available to librarians for download Pre Migration Metadata Publisher Content analysis and review of standards Pre Migration Metadata Publisher Data cleanup
- 12. Review Comments and Update the Draft Reviewed and grouped comments by section and topic Noted irrelevant comments (very few) Distributed to WG members to work on updates Review final draft Make final edits Updating draft to incorporate the many helpful suggestions we received. 11 commentors 90 individual suggestions UPDATING…
- 13. The Final Phases Phase 6: NISO Approval Phase 7: Maintenance
- 14. Thank you! Athena Hoeppner athena@ucf.edu Tom Beyer tom.beyer@sheridan.com • Content Platform Migrations Working Group, https://www.niso.org/standards-committees/content-platform-migrations • October 19 2020 Open Teleconference, Content Platform Migration, https://www.niso.org/events/2020/10/opentelecon-cpm