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Instructions
Complete the project plan to the best of your knowledge at this stage. As you make discoveries during repository review and requirement gathering, continue to refine the plan.
Here are some essential components to consider as you plan for migration:
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Goal of the project: What is your desired end result of the work?
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Scope: What will be included in this project? What won’t be included? Factors that may impact the scope include:
- Metadata remediation
- Metadata mapping
- Multiple repositories
- Front-end theming and design work
- Changes to workflows for system admins and repository admins
- List of functional requirements
- Communication and training for admins and users
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- Software to be installed
- State of migrated data
- Modified Index
- Infrastructure, installation, and configuration requirements (compute and storage)
- Interface updates
- Documentation
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- What technical and staffing/volunteer resources are necessary to complete this project?
- What kind of system needs will be required?
- Are there security and accessibility requirements to consider?
- Does the metadata need to be modified and/or updated?
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- When will the project begin?
- What are some logical milestones that would signal progress?
- When will deliverables be complete?
Next Steps
- Continue to refine the project plan after reviewing the current state of the repository and gathering functional requirements.
- Communicate with relevant stakeholders whose workflows and experience will be affected by the migration.
- Identify and secure resources needed to complete the migration successfully.