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Agenda/ Notes 

Designing a Migration Path - collection of project resources

Advanced Tables - Table Plus


TimeTopicLead
9:00-9:15Welcome, agenda review
9:15-10:15

Discussion. 'Ah Ha!' moments after reading. Any surprises?


David
10:15-10:30Break
10:30 - 11:45

Survey distribution timeline (one month behind sched) and strategy

Idea to deliver a webinar as project update and to kick off survey distribution.

Draft survey preamble: https://docs.google.com/document/d/1vsg4NGJ5aDfwQfp63JG4jCgXtyAb37xnfq6K4_BUs5k/edit

Distribution to lists: Samvera-Tech, Samvera-Community, Digital-Curation, Code4Lib, DLF, PASIG, Fedora-Community, Islandora-Community, Islandora-Dev.

Personal solicitations for survey from advisory group members. Pick 5 ppl to sned message to. List here: https://docs.google.com/spreadsheets/d/1cKerrKyryvyoM9SU6Uhdw7ROpreJgwlvSzMm9TQ7GTU/edit?usp=sharing

Timeline for keeping survey open: Two weeks? With reminders during period. Schedule and draft text and assignments.

Erin
11:45 - 1:00Lunch
1:00 - 2:30

Planning next steps:

Secondary consultation with Samvera, Islandora and Fedora Communities after survey results come back. Advisory board members will receive a summary of anonymized survey results. We will speak to each advisory board member if there are gaps in the data set (e.g. things we thought we would see that we didn't) and surprises in the data set. Feedback will be documented and included in the final report.

Action- provide timeline for setting up individual meetings with Advisory Board members

Action - Determine timeline for next series of virtual meetings in May/June. Get it on our calendars.

Erin
2:30 - 3:00

Final Report / Report out at OR in June 2019

Discussion:

  • What needs to be in there for it to be useful? For you, what would mean success or failure?
  • How can we use our findings to pursue an IMLS project grant in Aug/September?
    • What about UI/UX migrations. Important to collection managers
  • Who will be at OR in Germany? Want to participate in presentation?
  • Any other events where we can propose presentations delivered by advisory board members?
    • DLF call for proposals due end of April. Scott, Este, David all going.


David


Notes

Agenda review

Erin shared that a practicum student is starting on Monday and will be helping with the grant. Erin will send out a message introducing her.

Overview of documents

Broad overview of documents, AHA moments

David - Reached out to a number of institutions and did a brief survey of front-end data model perspective. What is the same, what is different, how difficult to do a migration based on the front-end framework. Islandora is probably the easiest - homogenous, core structure with solution packs, Islandora already has a migration framework. Some issues, some things to be rewritten, but Islandora will likely have the least trouble. Content will be okay, but custom front end will need to be required. Florida State University, National Library of Medicine, University of Wisconsin-Madison, UNC Chapel Hill, Michigan State University, Stanford University, Williams College, Amherst College

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David - don't have to convert all XML to RDF. It is not a requirement. 

Migration tools

David - there are three that exist - migration-utilsFedoraMigrateMigrate_7x_claw (based on The Drupal Migrate framework). Can we leverage what is there/update? 

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Andrew - migrationutils reads Fedora 3 via API or what is on disk, and writes into Fedora via the API. Increasingly thinking of going from file system to file system. From tools he agrees, but there might be a higher level recommendation to write from disk to disk rather than API, which could be a new tool.

API documentation 

David - summarizes API. Utility of API is already well known. You can migrate through the API but it is slow. REST, one object at a time.  Have heard that the API ingest into 4 is so slow it is not useful for mass migration. Could take 6 months to move data. NLM projected at least six months. 

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Erin - a program institutions could apply for - very interesting idea beyond picking a few institutions to start with.

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OCFL

David - helps with speed issues with migration and batch ingest.

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Erin - expanding on the risks to the content in terms of the deprecated applications.

Survey

Tim:  additional question: what most do you need help with?  (UX, content migration, metadata, etc.)

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Scott:  helpful to get responses, even if we can't help with everything

Survey Timing and distribution

Erin:  release in a week, keep open 2/3 weeks;  send two reminders;  first solicit personal contacts, then to open lists

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Este:  stress that we want more than one person at a given institution

Survey preamble

Should take 10 minutes

Andrew:  and specify number of questions

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(update preamble to same subject/title)

Survey distribution

Erin:  send out by Wednesday?

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  • Where to publish survey results
    • Link excel spreadsheet to the wiki/website
    • Scott will check to see if we can deposit to UW IR
    • We should mint a public PID (ARK, Handle, DOI, etc.)
  • What should be included in the final report?
    • Summary of this morning's discussion topics
    • Clear indication of what is needed for a follow-on grant (docs, tooling, etc.)
    • Recommendations, prioritized tasks to present to Fedora governance leading to concrete actions
    • Not a SWOT analysis, but a statement of the risks involved in not migrating away from Fedora 3.x
    • Clarity about what DuraSpace/Lyrasis should do vs. what other stakeholders should do
      • This will help with communication with other groups/service providers
    • Prioritization based on need and impact
    • Description of where this fits in with other DuraSpace/Lyrasis priorities (e.g. OCFL)
    • Consider SOAR (Strengths, Opportunities, Aspirations, Risks) analysis
    • Confirmation that people in the community aren't alone, DuraSpace/Lyrasis is on top of things
    • Beyond just migrating from 3.x to 6.x, thinking about future versions of Fedora
  • Should we check in like this every few years?
    • What problems are you facing, what do you need help with
    • This helps us get beyond our current governance structure, which heavily favours institutions that are able to pay membership fees
  • The results of this effort could be useful to other communities as well (e.g. DSpace)
    • The process could be useful to share as well
  • Dissemination
    • Presentation accepted at OR
    • The group will put a proposal into DLF
    • Islandoracon, Samvera Connect, CNI
    • Organize a webinar in the Fall
    • Publish a paper in an open access journal (e.g. Code4Lib)
    • Include in workshops and camps
    • Couple messaging with release of Fedora 6
  • Next Steps in the grant process
    • This is a planning grant, implementation grants typically follow
    • IMLS will put out a call for proposals in September
    • Support for a second phase would probably fall into 2020
    • What could a follow-on grant help fund in this timeline?
      • Hard to know before we see the results
      • Identify priorities in the report without assuming any grant funding, but indicate where funding would help accelerate these efforts
      • We want to be working on migration tooling as soon as possible
      • The grant could help fund migration guide, site visits, training
      • Probably target $150K
      • Revisit this once we have the results of the survey on the May 13 meeting

Actions

  •  David Wilcoxadd "What would help" question to the survey 
  •  David Wilcox Add option name and email address fields to the end of the survey
  •  David Wilcox Send out survey to mailing lists on April 17
  •  All: Add 5 people to the list of contacts for personal survey invitations
  •  All: Draft proposals for DLF, Islandora Con, Samvera Connect, CNI