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NISO Content
Platform Migration
Working Group
Update
Thursday February 17, 2022 11:00-12:15 EST
Matthew Ragucci
Associate Director of Product Marketing
Wiley
Athena Hoeppner
Discovery Services Librarian
University of Central Florida
Agenda
• Background
• Working Group Overview
• Deliverables
• Examples
• Next Steps
• Not be confused with journal transferring
between publishers
• When a corpus of content moves to a new
platform
• Old platform is usually decommissioned
• Requires action on part of different stakeholders
(platform vendors, publishers, librarians, library
technology)
What is a content platform migration?
Image source: https://unsplash.com/photos/VziuvwpGatM
So Many Migrations
Publishers:
1 every 5-10 years
Content Platform Vendors:
5-10 per year
Librarians:
10+ per year and growing
(librarians reported over 30 content
platforms migrated from 2016 to 2019.)
Image source: https://unsplash.com/photos/1pZJqQlgpsY
The CPM Work Group, Reporting to NISO IPA Task Force
• Athena Hoeppner (UCF) and Kim Steinle
(Duke U Press), co-chairs
• Group includes members from libraries,
platform and content vendors, publishers.
• Met regularly to:
 Draft Work Item and Project timeline
 Divide information gathering/share findings
 Write the Recommended Practice
 Plan communication and outreach
The Work Item
Develop a recommended practice
to help standardize the processes
and provide recommendations to
improve communications before,
during and after migrations.
Image source: https://unsplash.com/photos/b30CHD9UdVs
So Many Stakeholders
• Identify Stakeholder Perspectives and Experiences:
 Publishers
 Content platform providers
 Libraries
 Other technology providers
• Interviews and Surveys
• Review past migration vendor communications
and checklists
• Review past migration plans, timelines, cycles ,
decisions
Image source: https://unsplash.com/photos/hCdMjrL5C0Y
Related Standards and Organizations
• TRANSFER Code of Practice
• KBART/KBART Automation
• DOI/CrossRef
• Authentication
• Usage (COUNTER & SUSHI)
Image source: https://unsplash.com/photos/OicnHt5EahE
Deliverables
• Recommendations
• Checklists for publishers, vendors,
librarians
• Glossary of key terms
• Incorporated feedback from public
comment draft
• Link to full Recommended Practice:
https://doi.org/10.3789/niso-rp-38-2021
Image source: https://unsplash.com/photos/BQPumbYg2iw
RP - Table of Contents Snapshot
RP - Content Snapshot
Checklist Snapshot
Link to customizable checklist: http://bit.ly/niso-cpm-checklist.
Next steps
• Formation of a Standing Committee
• Support the RP – respond to questions
on interpretation or implementation
• Publicity and Education – create
presentations and articles to raise
awareness and adoption
• Further development of RP –
determine which areas require changes
to better support application and use
Image source: https://unsplash.com/photos/kqguzgvYrtM
Questions? athena@ucf.edu
mragucci@wiley.com

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NISO Plus 2022 - Content Platform Migrations Working Group Update

  • 1. NISO Content Platform Migration Working Group Update Thursday February 17, 2022 11:00-12:15 EST Matthew Ragucci Associate Director of Product Marketing Wiley Athena Hoeppner Discovery Services Librarian University of Central Florida
  • 2. Agenda • Background • Working Group Overview • Deliverables • Examples • Next Steps
  • 3. • Not be confused with journal transferring between publishers • When a corpus of content moves to a new platform • Old platform is usually decommissioned • Requires action on part of different stakeholders (platform vendors, publishers, librarians, library technology) What is a content platform migration? Image source: https://unsplash.com/photos/VziuvwpGatM
  • 4. So Many Migrations Publishers: 1 every 5-10 years Content Platform Vendors: 5-10 per year Librarians: 10+ per year and growing (librarians reported over 30 content platforms migrated from 2016 to 2019.) Image source: https://unsplash.com/photos/1pZJqQlgpsY
  • 5. The CPM Work Group, Reporting to NISO IPA Task Force • Athena Hoeppner (UCF) and Kim Steinle (Duke U Press), co-chairs • Group includes members from libraries, platform and content vendors, publishers. • Met regularly to:  Draft Work Item and Project timeline  Divide information gathering/share findings  Write the Recommended Practice  Plan communication and outreach
  • 6. The Work Item Develop a recommended practice to help standardize the processes and provide recommendations to improve communications before, during and after migrations. Image source: https://unsplash.com/photos/b30CHD9UdVs
  • 7. So Many Stakeholders • Identify Stakeholder Perspectives and Experiences:  Publishers  Content platform providers  Libraries  Other technology providers • Interviews and Surveys • Review past migration vendor communications and checklists • Review past migration plans, timelines, cycles , decisions Image source: https://unsplash.com/photos/hCdMjrL5C0Y
  • 8. Related Standards and Organizations • TRANSFER Code of Practice • KBART/KBART Automation • DOI/CrossRef • Authentication • Usage (COUNTER & SUSHI) Image source: https://unsplash.com/photos/OicnHt5EahE
  • 9. Deliverables • Recommendations • Checklists for publishers, vendors, librarians • Glossary of key terms • Incorporated feedback from public comment draft • Link to full Recommended Practice: https://doi.org/10.3789/niso-rp-38-2021 Image source: https://unsplash.com/photos/BQPumbYg2iw
  • 10. RP - Table of Contents Snapshot
  • 11. RP - Content Snapshot
  • 12. Checklist Snapshot Link to customizable checklist: http://bit.ly/niso-cpm-checklist.
  • 13. Next steps • Formation of a Standing Committee • Support the RP – respond to questions on interpretation or implementation • Publicity and Education – create presentations and articles to raise awareness and adoption • Further development of RP – determine which areas require changes to better support application and use Image source: https://unsplash.com/photos/kqguzgvYrtM