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"The Truth About Content Migrations" - Gilbane Boston 2011



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"The Truth About Content Migrations" - Gilbane Boston 2011

  1. The Truth About Content Migrations Deane Barker Blend Interactive
  2. They’re painful. [The End]
  3. Definition: The one-time movement of content from one publishing platform to a different publishing platform.
  4. The Four Phases 1.  Inventory 2.  Mapping 3.  Transfer 4.  QA
  5. Phase #1: Inventory "  What content is moving? "  What content can we get rid of? "  How can it be grouped? "  What content requires special handling? "  What content requires changes? "  How volatile is the content?
  6. Don’t move bad content. This is the time for spring-cleaning.
  7. Start your inventory as early as possible. Before you start development. Even before you pick a new platform.
  8. Be prepared for this process to get highly politicized.
  9. Keep your inventory systematic and organized. Have a central point of focus and record-keeping.
  10. Inventory Outputs "  List of content that will migrate divided into logical groups "  List of content that will require special handling "  List of content that will require changes along with scope
  11. Phase #2: Mapping "  How is content going to “fit” and work in the new platform? "  What changes will be required to rich text content? "   How is the overall structure of the content going to transfer?
  12. Content has different levels of “geography” Some content is very specifically placed, while other content is automatically organized.
  13. Home Products About Product Product History A B
  14. Press Release
  15. Highly-geographical content is much harder to migrate. You have to migrate both the content and the placement.
  16. Stub Mapping Home Products About Product A Product B History Existing Home New Products About Product A Product B History
  17. Mapping Outputs "  An understanding of where all content is going in the new platform and why "  Page stub structure
  18. Phase 3: Transfer "  How are the actual bytes moving from one system to another?
  19. Migrating out of a CMS is a lot easier than the alternative. CMS enforces at least some consistency.
  20. Are you going to extract from the repository level or the publication level?
  21. Repository vs. Publication Extraction HTML Repository Processing
  22. How will URLs change on the new platform? How interlinked is your content? How are you going to keep all those links valid?
  23. What is the actual mechanism of movement? Copy-and-paste? Automated?
  24. When Copy-and-Paste Works "  When you don’t have a lot of content "  When you have access to cheap labor "  When your content is highly geographic "  When you have enough resources for sufficient QA
  25. When Automated Migration Works "  When you have large volumes of content "  When your content is not highly-geographic "  When you have sufficient technology and/or development resources
  26. You don’t have to use the same method for your entire project.
  27. The Dreaded Content Freeze "  Once you start migrating from A to B, content changes on A need to stop "  Length of the freeze window depends on the volatility of the content
  28. Automated Migration Tools "  Great answer to the Transfer phase "  Less of an answer to everything else "  They still have to be configured and tested
  29. Transfer Output "  Content ready for QA "  Outputs from this phase will likely be segmented
  30. Phase 4: QA "  How much content is going to be reviewed for compliance? "  All of it? "  A representative sample? "  Who has the authority to clear individual content, and the site as a whole, for release?
  31. Types of QA "  Technical QA "  Did this content transfer well? "  Does it look broken? "  Does it comply with the style guide? "  Editorial QA "  Is this content valid and correct? "  Where any errors introduced during transfer?
  32. Ideally, track the QA process inside the CMS itself.
  33. During QA, reporting is key. You should have access to a daily number showing the percentage of content cleared.
  34. The Four Phases 1.  Inventory 2.  Mapping 3.  Transfer 4.  QA
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