NISO content platform migration update for the Charleston conference.

1. Hit the ground running:
Best practices for
navigating content
platform migrations
Thursday November 4, 2021 2:30-3:10 PM EST
Matthew Ragucci, Wiley
Xiaoyan Song, North Carolina State University
Craig Griffin, Silverchair Information Systems
Tom Beyer, KGL PubFactory

2. Presenters
Xiaoyan Song
Electronic Resources Librarian,
North Carolina State University
@xsong9
Matthew Ragucci
Associate Director of Product
Marketing, Wiley
@mragucci
Tom Beyer
Platform Service Director,
KnowledgeWorks Global
Craig Griffin
VP Solutions Engineering,
Silverchair Information Systems

3. Agenda
• Introductions
• Publisher perspective
• Librarian perspective
• Platform provider perspective
• NISO – Content Platform Migration Working Group Overview

4. Matthew Ragucci
Associate Director of Product
Marketing,
Wiley
Publisher
Migration
Experience

5. Wiley Platform Timeline
2008 2010 2016 2018 2020
Wiley acquires
Blackwell
Launch of
Wiley Online Library
Wiley acquires
Atypon
WOL moves to
Literatum
BRO moves
to WOL
ACSESS titles
move to WOL

6. Wiley Online Library migration to
Literatum
• Flagship platform move in March 2018
• Move from homegrown to known product
• Required intensive, cross-team collaboration
• Leveraged external relationships
• Communications cadence and planning
• Hard cutover (less room for error)

7. Data exchange
• Redirects proved essential (preferably in
perpetuity)
• New linking for vendors
✔OpenURL parameters
✔KBART files
✔MARC records
✔Chapter and article-level metadata
• Proxy stanza updates
• CrossRef refresh
• Usage data (remained until 2019)

8. Resources
✔ Migration hub site
✔ Global email campaign
✔ Brief checklist
✔ Thorough technical FAQ
✔ URL Crosswalk document
✔ Trained support staff

9. Challenges
✔ Rolling launch date
✔ Meeting all stakeholder needs
✔ Post-migration troubleshooting
✔ Did we do it right?

10. Xiaoyan Song
Electronic Resources Librarian,
North Carolina State University
Library
Migration
Experience

11. Encounter the content migrations via various channels
11
Direct emails
from publishers
Emails forwarded
from colleagues
Listservs
Knowledge Base
notification Troubleshooting

12. Assess impact and take actions
12
Do we have the
contents that are
affected?
When should we
take actions?
What changes do we
need to make?
Who should be
notified?

13. Wish for a better migration experience
13
● A checklist to help with investigation due
to the complexity with e-resources
ecosystems
● Timely communication to mitigate class
disruption

14. The checklist for librarians

15. The checklist for librarian: post migration
15

16. Image Credits
16
● https://www.gameartguppy.com/creature_cat-notification/
● https://northsideanimal.com/4-pet-myths-
debunked/thinkingcatwithquestionsmarkaboveagainstontheschool/
● https://www.petvets.com/blog/a-cats-wish-list/

17. Craig Griffin
VP Engineer Solutions,
Silverchair Information Systems
17
Platform
Provider
Migration
Experience

18. So you wanna move platforms?
• All these migrations mean it’s getting better
– More standardized
• Content specs, integrations like SSO,
downstream deposits
– More repeatable processes
• 80% of the process is mostly the same
• NISO WG documents
• There are collateral benefits
– Content is usually much cleaner after
migration, often with upgrades
– Opportunities to streamline processes and
workflows
The good news
18

19. So you wanna move platforms?
• It’s going to take time
– Most migrations are 6-12 month projects
– Will require significant publisher staff time
• The platform team can forecast who is
needed when and for how long.
• There are always unknowns
– Content surprises
– Stakeholder requests
– Assumption everything works the same way
The bad news
19

20. Improving outcomes
• Be self aware – know your org
• Be strict with scope
• “Not today” doesn’t mean “never”
• Assign a ”Decider in Chief”
• Filter internal discussions into decisions via
the PM
20
This Photo by Unknown Author is licensed under CC BY-SA-NC

21. Improving outcomes
• Specialist Availability
• High Institutional Velocity
• Content ownership (or outsource)
• Legacy requirements
21
This Photo by Unknown Author is licensed under CC BY-SA-NC

22. Improving outcomes
• Lean on the specialists – the platform team
• Read, share and use the NISO document on
Content Migrations!
22
This Photo by Unknown Author is licensed under CC BY-SA-NC

23. Tom Beyer
Platform Service Director,
KnowledgeWorks Global
23
The NISO
Content Platform
Migration
Working Group

24. 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.)
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

25. 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
✔Divvy Information gathering and share findings
✔Write the Recommended Practice
✔Plan communication and outreach

26. The Work Item
Develop a recommended practice to
help standardize the processes and
provide recommendations to improve
communications before, during and
after migrations.
Geese flying in a row. Good Free Photos.
https://www.goodfreephotos.com/animals/birds/geese-flying-in-a-row.jpg.php

27. 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
Creative Commons Zero - CC0. https://www.pxfuel.com/en/free-photo-xcqry

28. 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)

29. Schedule and Planned Deliverables
• Recommendations
• Checklists for publishers, vendors,
librarians
• Glossary of key terms
Draft is nearly ready! Next steps:
• Final draft is almost ready
• Publication and Promotion
NPS graphic/ S. Sparhawk..
https://www.nps.gov/subjects/pollinators/images/Migration-cycle1.jpg

30. Table of Contents Snapshot

31. Draft Snapshot

32. Checklist Snapshot

33. Questions?
mragucci@wiley.com
xsong9@ncsu.edu
cgriffin@silverchair.com
tom.beyer@sheridan.com