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.

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

8. Summary
Topic
Discussion
Recommendations
per Stakeholder

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