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Walk this way: Online content platform migration experiences and collaboration
The document discusses the experiences and collaboration involved in online content platform migrations, highlighting the perspectives of publishers and librarians. It outlines Wiley's migration timeline, challenges faced by libraries during migrations, and the formation of a working group to improve standards and communication. Additionally, it provides a timeline of the working group's activities and planned deliverables, including checklists and recommendations for effective migration practices.
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Walk this way: Online content platform migration experiences and collaboration
- 1. Walk this way: Onlinecontent platform migration experiences and collaboration Matthew Ragucci, Wiley Xiaoyan Song, North Carolina State University Athena Hoeppner, University of Central Florida
- 2. Meet the Presenters MatthewRagucci Associate Director of Product Marketing Wiley Xiaoyan Song Electronic Resource Librarian North Carolina State University Athena Hoeppner Discovery Services Librarian University Central Florida Libraries @athenahoeppner
- 3. Agenda • Introductions • Publishermigration experience • Librarian migration experience • Content Platform Migration working group • Timeline and next steps
- 4. Wiley’s platform perspective Publishermigration experience
- 5. Wiley Platform Timeline 20082010 2016 2018 2020 Wiley acquires Blackwell Launch of Wiley Online Library Wiley acquires Atypon WOL moves to Literatum BRO moves to WOL ACSESS titles move to WOL
- 6. Wiley Online Librarymigration to Literatum • Move from homegrown to known product • A long time coming… • Cross-team collaboration required • Leveraged external relationships • Communications cadence and planning • Hard cutover (less room for error)
- 7. Data exchange experience •Redirects proved essential (preferably in perpetuity) • New linking for vendors OpenURL parameters KBART files MARC records Chapter and article-level metadata • Proxy stanza updates • CrossRef refresh • Usage data (remained until 2019)
- 8. Resources Migration hubsite Global email campaign Thorough technical FAQ Brief checklist URL Crosswalk document Trained support staff
- 9. Challenges • Rolling launchdate • Finding the “right” person(s) • Meeting all stakeholder needs • Post-migration troubleshooting • Did we do it right?
- 10. NC State UniversityLibraries perspective Library migration experience
- 11. Migrations at NCState Libraries
- 12. Start with GettingNotified Direct emails from publishers Listserves Notification from knowledge base (KB) vendor Emails forwarded from colleagues Issues reported by patrons
- 13. Assess the Impact When is it happening? What resources will be impacted? Will they be redirected permanently? What actions to take?
- 14. Take Applicable Actions Update MARC records Communicate with vendors to update metadata/linking
- 15. Take Applicable Actions Update EZProxy Seek further clarification from publishers
- 16. Take Applicable Actions Download usage Set up new administration accounts Inform public service librarians with changes impacting our users Coordinate with internal colleagues to update discovery systems and tools
- 17. Snags Not alwaysreceive migration notice Challenge to identify records in ILS not coming from KB Problems with older contents Affected resources used by classes Migration during peak usage period
- 18. Our Wish Seamless transitionwith minimal interruption to our users
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- 20. How the WorkGroup Came To Be • NISO Information Policy and Analysis Topic Committee sought ideas for new working groups • Kim and Athena members of IPA • Duke U Press migrated platforms in Nov. 2017
- 21. Publishers: 1 every 5-10years Content Platform Vendors: 5-10 per year Librarians: 10+ per year and (librarians reported over content platforms 2016 to 2019.) So Many Migrations Alastair Rae / CC BY-SA (https://creativecommons.org/licenses/by-sa/2.0) https://commons.wikimedia.org/wiki/File:Red- billed_quelea_flocking_at_waterhole.jpg
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- 23. Develop a recommendedpractice to help standardize the processes and provide provide recommendations to improve communications before, during and after during and after migrations. The Work Item Geese flying in a row. Good Free Photos. https://www.goodfreephotos.com/animals/birds/geese-flying-in-a-row.jpg.php
- 24. Investigate the stateof migrations • Interviews / Surveys / Literature review • Vendor communications and checklists • Timelines / Cycles / Decisions L. Shyamal / Public domain. https://upload.wikimedia.org/wikipedia/commons/7/75/Migrationroutes.svg
- 25. Review related standardsand organizations • TRANSFER Code of Practice • KBART/KBART Automation • DOI/Crossref • Authentication • Usage (COUNTER & SUSHI) ABCEditer / CC BY-SA (https://creativecommons.org/licenses/by-sa/4.0)
- 26. Stakeholder Perspectives andExperiences • Publishers • Content platform providers • Libraries • Other technology providers Creative Commons Zero - CC0. https://www.pxfuel.com/en/free-photo-xcqry
- 27. Planned Deliverables NPS graphic/S. Sparhawk.. https://www.nps.gov/subjects/pollinators/images/Migration-cycle1.jpg • Recommendations for publishers and vendors to ensure migration addresses librarians’ and end users’ needs • Communication plan • Checklists for publishers, vendors and librarians • Glossary of key terms
- 28. Timeline General Timeline * Appointmentof Working Group Participants April – May 2019 Approval of Charge and Initial Work Plan May – June 2019 Information Gathering June – October 2019 Write Initial Draft October 2019 – July 2020 Comment Period August 2020 Completion of Final Draft September – October 2020 Publication and Promotion October – December 2020 * Dates subject to change
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