In this session, a librarian and a publisher share their perspectives on content platform migrations, and the Working Group Co-chairs will describe the group’s efforts to-date and expected outcomes. Our publisher-side speaker will describe issues they must consider when their content migrates, such as providing continuous access, persistent linking, communicating with stakeholders, and working with vendors. Our librarian speaker will describe their experience and steps they take during migrations, such as receiving notifications about migrations, identifying affected e-resources, updating local systems to ensure continuous access, and communicating with their front-line staff and patrons.

1. Walk this way:
Online content platform migration
experiences and collaboration
Matthew Ragucci, Wiley
Xiaoyan Song, North Carolina State University
Athena Hoeppner, University of Central Florida

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

3. Agenda
• Introductions
• Publisher migration experience
• Librarian migration experience
• Content Platform Migration working group
• Timeline 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)
• 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. Take Applicable Actions
 Update MARC
records
 Communicate with
vendors to update
metadata/linking

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

16. 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

17. 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

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

19. CPM Working Group

20. 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

21. 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

22. Finding Participants

23. 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

24. 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

25. 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)

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

27. 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

28. 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

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