Despite tedious preparation by librarians, publishers, and vendors, content platform migrations are rarely seamless. The NISO Content Platform Migration Working Group was formed to address these stakeholder challenges. This session will feature librarian and publisher migration perspectives and close with the Working Group’s plans for improving this experience.

1. When the grass is greener:
Improving the Content Platform Migration Process
Athena Hoeppner, University of Central Florida
Xiaoyan Song, North Carolina State University
Matthew Ragucci, Wiley

2. Meet the Presenters
Athena Hoeppner
Discovery Services Librarian
University Central Florida Libraries
@athenahoeppner
Xiaoyan Song
Electronic Resource Librarian
North Carolina State University
Matthew Ragucci
Associate Director of Library Solutions
Wiley

3. Agenda
• Introductions
• Publisher migration experience
• Librarian migration experience
• Content Platform Migration working group
• Call to action and next steps

4. Wiley’s platform perspective
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
• Move from homegrown to known product
• A long time coming…
• Cross-team collaboration required
• Leveraged external relationships
• Communications cadence and planning
• Hard cutover (less room for error)

7. Data exchange experience
• 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
 Thorough technical FAQ
 Brief checklist
 URL Crosswalk document
 Trained support staff

9. Challenges
• Rolling launch date
• Finding the “right” person(s)
• Continued content production
• Meeting all stakeholder needs
• Post-migration troubleshooting
• Did we do it right?

10. NC State University Libraries perspective
Library migration experience

11. Migrations at NC State Libraries

12. Start with Getting Notified
 Direct emails from publishers
 Listserves
 Notification from knowledge base
(KB) vendor
 Emails forwarded from
colleagues
 Issues reported by patrons

13. Assess the Impact
 When is it happening?
 What resources will be
impacted?
 Will they be redirected
permanently?
 What actions to take?

14. OR

15. Take Applicable Actions
 Update MARC
records
 Communicate with
vendors to update
metadata/linking

16. Take Applicable Actions
 Update EZProxy
 Seek further clarification from
publishers

17. Take Applicable Actions
 Download usage
 Set up new administration accounts
 Inform public service librarians with
changes impacting our users
 Coordinate with internal colleagues
to update discovery systems and
tools

18. Snags
 Not always receive migration notice
 Challenge to identify records in ILS not coming from KB
 Problems with older contents
 Affected resources used by classes
 Migration during peak usage period

19. Our Wish
Seamless transition with minimal interruption to our users

20. CPM Working Group

21. How the Work Group Came To
Be
• NISO Information Policy and Analysis Topic
Committee sought ideas for new working
groups
• Kim and Athena members of IPA
• Duke U Press migrated
platforms in Nov. 2017

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

23. Finding Participants

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

25. 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

26. 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)

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

28. 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

29. Timeline

30. Questions?
athena@ucf.edu
xsong9@ncsu.edu
mragucci@wiley.com