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  1. Server provisioned with sufficient space and operating environment for Islandora 8 and migrated data
  2. A decision made with regard to the migration utility to be used
  3. Exported Islandora 7 data
  4. List of functional requirements for Islandora 8
  5. List of metadata schemas and fields
  6. List of data models

Timelines

Month

Activity

Assignee

StatusNotes

October

Create and review project plan

David

Pilot

Complete

October

Establish functional requirements

  1. Conduct gap analysis

  2. Estimate level of effort towards custom development

  3. Prioritize custom development

Pilot

David

Alan

In progress
CompleteGap analysis is complete. Features have been prioritized.

October

Establish metadata mapping and remediation scope and timelines

David

Pilot

CompleteScope and timelines established at 2020-10-08 meeting

November

Complete metadata remediation work

Pilot

Complete

December

Map metadata and data models

  1. Based on sample data, document all content models and datastreams
  2. Document metadata standards and fields and determine what needs to be mapped

Pilot

David

Complete

November

Document the mapping process

David

Pilot

Complete

November

Run test migration

  1. Gather representative sample data

  2. Test tools and decide on approach

  3. Configure mappings

  4. Iterate and update tools as needed

Alan

Complete

January

February

Install and configure Islandora 8 using ISLE

  1. Install in AWS

  2. Apply and customize theme with Whitman branding

  3. Configure front-end to meet functional requirements

Born Digital

Complete

February

March

Complete data migration

  1. Migrate all data and metadata

Alan

Complete

Data migration began in the summer of 2021; it was restarted from scratch in August 2021 to deal with problems in storage. Ingest took several months due to very large sets of data and to issues that emerged with duplicated taxonomy terms that required remediation. All collections were ingested by November 2021. 

In progress

February

March

Document the migration process

David

Alan

Pilot

In progress
Complete

March

April

Complete software updates to meet functional requirements

  1. Based on agreed-upon prioritizations and resources

Alan

Born Digital

CompleteAdditional work to fix the handling of access and to ensure satisfactory speed of the site extended from completion of migration in November 2021 through February 2022 – this included an update to Drupal 9 on both production and staging.
In progress

April

May

Complete acceptance and performance testing

  1. Ensure the repository meets user requirements

  2. Ensure the repository meets performance requirements

Pilot

Danny

Alan

CompleteFollowing the concurrent testing during migration, the main QA and performance testing period was from November 2021 through February 2022. Whitman signed off on the site on March 11, and cutover was March 23, 2022.
In progress

May

Complete process documentation

  1. Finish documenting each step of the process
  2. Include decision points and how they were resolved

David

Pilot

CompleteDocumentation continued through migration and post-migration testing into 2022.
In progress

May

Create case study

  1. Draft a case study based on documentation and pilot experience

David

Pilot

CompleteCreation of the case study continued through migration and post-migration testing into 2022.
In progress

Milestones

  1. Metadata and data model mappings: December
  2. Islandora 8 installation: January/February
  3. Complete data migration: March
  4. Front-end configuration to meet functional requirements: April

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