Learn more about planning a repository project from people who have done it dozens of times. We'll dive into the important questions to ask, how to focus on users, and avoid the 'shopping list' approach. The presentation will discuss a phased approach to repository planning that makes sense for any any institution or organization. The approach highlights prioritizing must haves, understanding dependencies and planning realistic timelines that include iteration.

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2. Islandora Webinar:
Building a Repository Roadmap
March 25, 2015
Alan Stanley, Developer and Subject Matter Expert
Erin Tripp, Business Development Manager

3. Agenda
Introductions
• discoverygarden
• Islandora
Building a Repository Roadmap
• Pilot Projects
• Selecting Stakeholders
• Defining Scope and Requirements
• Interrogating your Content
Questions

4. Introductions

5. About discoverygarden
• UPEI commercialization project launched discoverygarden in 2009
• discoverygarden is a Partner in the Islandora Foundation
• Both the Islandora Foundation and discoverygarden are dedicated to the
long term sustainability of Islandora

6. About discoverygarden
• Primary committer of the Islandora code base
• Positioned as the leading subject matter experts on all things Islandora
• Services include installation, audit, assessment and consulting, custom
development, migrations, training, etc.
• discoverygarden’s employs solution architects, developers, degree-holding
librarians, quality assurance testers, and support staff boast a complete
understanding of current standards.

7. Islandora Software Stack
Presentation & Collaboration Search & Discovery Storage & Preservation

8. Islandora Software: Drupal
● Provides a powerful theming layer enabling us to:
○ Utilize the latest web design trends
○ Develop responsive (mobile friendly) designs
● Provides a robust administrative interface to:
○ Facilitate User, Role, Permissions
○ All end user to configure Islandora
○ Create content both inside and outside of Islandora
● Metropolitan New York Library Council is a great
example: http://dcmny.metro.dgicloud.com/

9. Islandora Software: Solr
Apache Solr is an enterprise search server
used for Search and Discovery in Islandora
● Provides full-text search capabilities
● Near real-time indexing
● Faceted search and filtering
● Geospatial search capabilities

10. Islandora Software: Fedora Commons
Fedora commons provides a powerful
framework for storage and preservation.
● Adheres to OAIS reference model
○ Support for SIPs, AIPs and DIPs
● RDF support for millions of objects
● Auditing and Fixity checks
● Support for virtually any file/metadata
type
● Highly extendable

11. Islandora Solution Packs
● Standard Image
● Large Image
● Book
● Newspaper
● PDF
● Audio
● Video
● Binary/File
● Compound
● Entity (person, place, event, org)
● and many more…

12. Islandora Community

13. Islandora Community
http://islandora.ca/islandora-installations

14. Building a Repository Roadmap

15. Avoid the Grocery List Approach
• A good grocery list doesn’t guarantee a good meal!
• It’s easy to get distracted by modules and tech
skipping directly to the “What” and the “How”
• Consequences of building a project plan based on a
list of technologies includes:
• Details are overlooked
• Workflows, usability
• Unforeseen integration consequences

16. Pilot Projects
• Identify and test software
• Spend a little time/ money to save a
lot
• Evaluate feasibility, time, cost,
experience, performance, etc. of a
scaled repository
• Gain support for a full scale project
Credit: andinuryadin

17. Selecting Stakeholders
• Who are we planning the repository for?
• Who will be curating/ interacting with the
content?
• Researchers, students, technicians,
“the web”...
• Who do we want to be happy with the
system?
• Partners, funders, donors
• Who will be maintaining the system?
Credit: bugmenot

18. Defining Scope
Focus on the WHY to find your pilot objectives
• Get to know your stakeholders
• Watch users working with existing systems
• Find pain points
• Ask obvious and silly questions
Credit: spadassin

19. Defining Requirements
Focus on the WHO to determine functional requirements
• Create user personas
• e.g. Librarian, is keen on data interoperability,
prefers minimal UIs
• Create user stories to define functional requirements
• As a _____ I want _____ so that _____
• Process provides context for implementers!Credit: lmproulx

20. Planning for Iteration
•Prioritize! Decrease complexity with a phase approach
•Determine components and dependencies
•Plan time for systems related tasks:
•Building and maintaining environments,
deployments
•Plan time for feedback:
•Seeing working software clarifies requirements.
•This is Agile project management
Credit:lmproulx

21. Interrogate your Content
• Verify formats, locations, and identify outliers
• Sample data is 10 % of entire set, representative of the whole
• Can be used to verify and identify important info
• Scripted review of data is common for this process
• How will it map to the new software’s Information Architecture (i.e.
datastream structure)
• Outline detailed expectations of the migrated content
• Do you have customizations your staff/ users want to maintain?

22. Interrogate your Content (cont..)
• The nature of your content will influence:
XML Forms
Solr indexing config
Solr display config
Collection structure
• Changes to content mapping late in the
process can cascade into more issues
<titleInfo>
<title>12th Street rag</title>
</titleInfo>
<titleInfo type="alternative">
<title>Twelfth Street rag</title>
</titleInfo>
<typeOfResource>notated
music</typeOfResource>
<genre authority="local">sheet
music</genre>
<originInfo>
<place>
<placeTerm type="code"
authority="marccountry">mou</place
Term>
</place>

23. Example Repository Plan
• Conduct initial tests on software (trial/ sandbox…)
• Short list software/ vendor
• Get pilot project approved
• Identify stakeholders
• Identify scope
• Define requirements
• Test software against requirements (standard services and features)
• Revise requirements
• If customization is needed, have customization professionally assessed by
a service provider
• Execute phased repository project

24. Questions?

25. For more information please contact info@discoverygarden.ca
Thank you!