Website Migration Planning


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Website Migration Planning

  1. 1. Valerie Forrestal vforrestal.infoWeb Services Librarian Candidate Presentation ● College of Staten Island ● 12/3/12
  2. 2.  Clear, concise and logical navigation Simple, elegant design Advertise news and upcoming events Central search box for finding resources Repository for forms, policies, hours and contact information
  3. 3.  User testing Layout Navigation User testing Content User testing
  4. 4.  Define all relevant audiences • Undergraduates/Graduate students • Faculty/Staff • Potential students/donors/local residents/parents/etc Create “user stories” or “use cases” for each audience which define common tasks and their steps for completion Consider # of steps for users to complete desired tasks in mind when organizing navigation/content
  5. 5.  CMS/template restraints: • Logos/colors • Required links from school General layout: • Items for homepage, subpages, or to be included on every page • Header, footer, columns Navigation levels
  6. 6.  How many templates will you need? 1 vs 2 column design • Right-side columns good for contact info, links or widgets • BUT- you don’t want to force it! Avoid empty or redundant side columns • How will your mobile version handle right column? Drop it? Stack them? (This influences how you structure your content-see LibGuides mobile site.)
  7. 7.  Responsive design uses CSS to format the site based on auto-detected screen size/orientation. Mobile Desktop/laptop vs. device/tablet
  8. 8. 4 14 3 5 2 15 6 2 3 6
  9. 9.  Guided navigation for new users (on homepage only) Logical hierarchical navigation for normal users (on left-hand side of each page) Quicklinks – direct to resources – for expert users (on top or bottom of every page Deep footer with related links from school/other departments (academic calendar, writing center, staff directories, registrar, IT, etc)
  10. 10.  Flat vs. Hierarchical organization of pages • Flat design can lead to a sprawling, out of control site. • Will your page groupings make sense to users? • Deep hierarchical design may require extra navigation, such as secondary nav menus and/or breadcrumb links • Folder structure will also affect how links look (see next slide)
  11. 11. From:“How to Create a Directory StructureSearch Engines Rock To”by Stoney deGeyter(
  12. 12.  Create annotated sitemap for old site Identify content that does not need to be migrated Identify content that would benefit from “object” approach (ie-forms, policies, contact info) • This content will be pulled into “blocks” which can then be reused • For consistency, edits are made in one place and pushed to pages that contain the blocks Identify content that needs restructuring, or that would benefit from additional sub menus that template doesn’t provide. Identify content to be pushed into 3rd party software (like LibGuides.)
  13. 13.  Will the site be locally or remotely hosted? • Drupal requirements: • Joomla: • WordPress: Follow proper folder structure and use relative links, so entire site can be moved without link breakage Compatibility with services located on other servers: • Ezproxy server • Catalog • Link Resolver
  14. 14.  Staff should be trained on new CMS before site launch Documentation should be created to identify roles of staff in maintaining content • Who owns what content? • How often should updates be made or content/links checked? • Are approvals of content necessary? In theory, a CMS makes it possible for all/most staff to contribute to site maintenance, however, in practice this is not always the optimal scenario. Key personnel must be named and held responsible for checking the content remains up-to-date.
  15. 15.  Realistically, migration can take place in under a semester. Ideally, user-testing should be done during fall semester, site design over spring semester, and content migration over the summer, for minimal inconvenience to users. If agile methodologies are preferred, user testing and site design can be done in the same semester, site launch over winter or summer break, and follow-up user testing and design tweaks in the following semester.
  16. 16. Although the redesign of any website inherently carries some risks, probably the most notable of which is making major changes to a resource that is already familiar to its users, the ever-evolving nature of the internet sometimes makes an update necessary. Website success can often be traced back to several important concepts, including simplicity in design, logical organization and navigation, media richness, and interactivity2. In that vein, a homepage needs to be intuitive to navigate, and organized to facilitate ease of finding information for all levels of user experience. There should be a focus on technologies enabling communication and interactivity throughout the site, and access to resources and services should be seamless 3.Sources:[1] McFedries, P. (2006). The Web, Take Two. IEEE Spectrum, 43(6), 68-68.[2] Palmer, J. (2002). Web Site Usability, Design, and Performance Metrics. Information Systems Research, 13(2), 151-167.[3] ACRLog: Formula for Academic Library Success (
  17. 17. Source: Stephen Abram- metro.pdf
  18. 18. Service CSI Service-provider SIT Service-providerCMS Joomla Typo 3/DrupalCatalog Ex Libris Sirsi DynexFederated Search/DS Ebscohost Integrated Search EDS/SummonRoom/Equip. Reserve ? -Authentication EzProxy EzProxyRepository Software ? CONTENTdmIntegrated Catalog Search IDS-OCLC -Chat Reference Library H3lp LibChatResearch Guides LibGuides LibGuidesEvents Google Calendar/Docs EventBriteERM Serials Solutions Serials SolutionsCitation Management RefWorks RefWorksBlog WordPress BloggerCourse Management System Blackboard Blackboard/MoodlePrinting Web-based? UniPrint (drivers required)
  19. 19.  What technologies are the students and professors already using? Bring the library to them, wherever they are. Facilitate professor involvement (can they contribute to resource guides or create curated course resources?) How can we get the users to the content they need, as quickly as possible? Are we supporting all levels of users, without getting in the way? Appification/responsive design (mobile-friendly versions are no longer optional) flexible display of content to allow users to construct/organize information according to their own understanding/project/learning- type/subject-specialty (customized/customizable information aggregation/user tagging) Seamless integration of services provided by 3rd party vendors W3C issues: ADA and semantic web compliant