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  1. 2015 Targets - next six months
    1. Background Discussion

      1. Andrew

        -
        1. 4.0 release greenfield

        -
        1. 4.1 release - targeted for OR - get Fedora 3 to Fedora 4

       

      1. Migration Discussion

         -
        1. 4.1

           - squash
          1.  squash bugs

           - new
          1.  new features

         -
        1. Migration

         - Establish
          1.  Establish pilots

           -
            1. which features need to be migrated

           -
            1. get many Fedora 3 institutions involved

           - is
              1. documentation

      needed
              1. needs

           - is
              1. tooling

      needed
              1. needs

         -
          1. approach - in terms of objects

           -
            1. use a connector, helps eliminates concerns

           -
            1. connector talks to Fedora 3 REST API

           -
            1. regardless of some configuration variables

           -
            1. will simplify the transfer of assets

         -
          1. need for parallel systems

           -
            1. will need servers and storage

           -
            1. can't do an in-place upgrade

           -

         - In terms of messaging

           - Software Upgrade

           - Content migration

       

            1. it's a content migration

      , code base and storage
            1. it's a software upgrade

          1. What do we tell people who want to stay with XML vs. RDF?

         -
            1. You can't keep all forms of XML, like inline XML

         -
            1. Fedora 3 audit trail, can become XML data stream, but not inline

       
        1. Break out Fedora 3 features

         -
          1. do some early analysis, what is going to be possible

         - requirements
            1.  requirements for Fedora 3 to Fedora 4

           - not fleshed out
         -
            1. in training,

      did document
            1. documented considerations for upgrades

           -
              1. security policies

           -
              1. versioning

           -
              1. disseminators

         -
            1. how data and functionality map from 3 to 4

    2.    

      Migration Scenarios   -

      1. greenfield installation

         -
        1. upgrade to Fedora 4 and replace functionality over time

         -
      1. Hydra

           -
        1. could have made Fedora 4 look like Fedora 3

           -
            1. strategic decision to move to Fedora 4 approach

         -
          1. continuum of migration options

          
            1. consensus - quick analysis to determine migration needs

           -
            1. find common needs

         -
          1. migration working group - consensus

         -
          1. Migration Complexity

           -
            1. consensus it will take time to determine scope

           -
            1. Systems

      Administration
            1. Administrators

           -
            1. Application Functionality, Compatibility, Refactoring

           -
            1. Content Migration

         -
          1. Hydra and Islandora - will be easiest community to migrate

           -
            1. Penn State - looking at using Hydra as migration tool

         -
          1. What is possible in the next 6 months?

           -
            1. Moving Content to a new system

             -
              1. can play with content, even if you haven't moved to a new system

           -
              1. Have pilots

             -
                1. working through migration

                  -
                1. specific features and capabilities

           -
                1. content

           -
          1. After 6 months

             -
            1. have a few examples of sucessful migration

             - Documentation

                  - things you need to think about in planning transition

           - Hydra
      1. DocumentationHydra, Islandora, or Custom

       
      1. Three Migration Types

            - Greenfield

            - Hydra/Islandora

            - Custom

              - Wild West

              - Rebuild/Refactor - rewrite and ingest (Yale)

              - New functionality - incorporate back into Fedora/Hydra

         

         

        Promote the concept of community development when appropriate,

        recognize and respect the need for institutions to locally customize

        when required.

         

        What if there are significant issues related to Fedora 3 migration?

          - at some point the community will have difficulty in supporting

            Fedora 3 beyond security patches

         

        Migration consultancy

           - At OR2015, have a room for migration support

         

        "Upgration" - Migrate and upgrade - a new term

         

        1. Survey

           - collect information, quickly canvas the community

           - identify use cases, common services and approaches

           - keep as simple as reasonably possible

           - some demographic data

             - geography, size of installation

           - intended for leadership group

           - ship out after Monday January 12th

           - get responses back by February 15, 2015

         

        2. Establish Migration Working Group

           - Code4Lib - awareness booth

           - OR2015   - upgration booth

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