Steinle &quot;Content Platform Migrations Working Group Update&quot;

The Content Platform Migrations Working Group was formed to address the increasing number of platform migrations in the publishing and library communities. With publishers migrating every 5-10 years, content platform vendors migrating 5-10 times per year, and librarians experiencing over 10 migrations per year, there is a lack of coordination and communication between stakeholders. The working group aims to develop recommended practices to standardize migration processes and improve communications before, during, and after migrations through stakeholder interviews, guidelines, checklists, and a communications plan to minimize disruptions to users.

Education

Content Platform Migrations
Working Group Update
Kim Steinle, Library Relations and Sales Manager, Duke University Press

What’s the Problem?
• So many migrations
• Multiple stakeholders involved
• Platform migrations increasing exponentially
• Lack of understanding between stakeholder groups
• Not enough communication

How the Working Group Came To Be
• NISO Information Policy and Analysis Topic
Committee sought ideas for new working
groups
• IPA member Kim Steinle of Duke U Press
and Athena Hoeppner of UCF proposed a
work item on CPM
• Duke U Press migrated
platforms in Nov. 2017
• UCF experienced many migrations

Publishers:
1 every 5-10 years
Content Platform
Vendors:
5-10 per year
Librarians:
10+ per year and
(librarians reported
content platforms
from 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

Develop a recommended practice to help
standardize the processes and provide
recommendations to improve
communications before, 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

Investigate the state of 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

Review related standards and 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)

Stakeholder Perspectives and Experiences
• Publishers
• Content platform providers
• Libraries
• Other technology providers
Creative Commons Zero - CC0. https://www.pxfuel.com/en/free-photo-xcqry

Our Wish
Seamless transition with minimal interruption to our users

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

Timeline
General Timeline *
Appointment of 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

Questions?
ksteinle@duke.edu
athena@ucf.edu

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