Time/Place

• Time: 9:00am - 3:00pm Eastern Standard Time US (UTC-5)
• Place: 600 Maryland Ave S.W. (7th and Maryland, SW), Suite 4000 (4th Floor), Washington, DC
• Directions: We are going to be at 600 Marlyand Ave., SW. The building is known as Capitol Gallery. If you are taking the metro, get off at the L'Enfant Plaza stop and look for the Maryland Ave. exit; note that with that particular station you can come up out of the ground very far away if you use another exit, so it is worth looking for it. As you come up the escalator you will be facing the front door to our building. Come through the glass doors and turn right into the lobby, unless you want coffee. In that case go straight through the second set of doors and Starbucks will be on your right. Come through that lobby to the elevators, and go to the 4th floor.Call Thorny at 1-434-284-2582 to be let in.

Attendees

• David Wilcox
• Andrew Woods
• Jonathan Markow
• Michael J. Giarlo (regrets)
• Tim Shearer
• Declan Fleming
• Robert Cartolano
• Mark Leggott
• Robin Lindley Ruggaber
• Tom Cramer
• Glen Robson
• Jon Dunn
• Michael Friscia
• Wolfram Horstmann
• Thorny Staples
• Matthias Razum
• Neil Jefferies
• Susan Lafferty
• Andrew Ashton
• Patrick Yott
• Philip Konomos
• Tim McGeary (regrets)

Agenda

Minutes

1. 2015 Targets
   

   1. Migration - next six months

      1. Andrew

      2. 1. 4.0 release greenfield

         2. 4.1 release - targeted for OR - get Fedora 3 to Fedora 4

      3. Migration Discussion

         1. 4.1

            1.  squash bugs

            2.  new features

         2. Migration

            1.  Establish pilots

               1. which features need to be migrated

               2. get many Fedora 3 institutions involved

                  1. documentation needs

                  2. tooling needs

            2. approach - in terms of objects

               1. use a connector, helps eliminates concerns

               2. connector talks to Fedora 3 REST API

               3. regardless of some configuration variables

               4. will simplify the transfer of assets

            3. need for parallel systems

               1. will need servers and storage

               2. can't do an in-place upgrade

               3. it's a content migration

               4. it's a software upgrade

            4. 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

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

         3. Break out Fedora 3 features

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

               1.  requirements for Fedora 3 to Fedora 4

               2. in training, documented considerations for upgrades

                  1. security policies

                  2. versioning

                  3. disseminators

               3. 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

      2. Hydra

         1. could have made Fedora 4 look like Fedora 3

         2. strategic decision to move to Fedora 4 approach

            1. continuum of migration options

               1. consensus - quick analysis to determine migration needs

               2. find common needs

      3. migration working group - consensus

      4. Migration Complexity

         1. consensus it will take time to determine scope

            1. Systems Administrators

            2. Application Functionality, Compatibility, Refactoring

            3. Content Migration

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

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

      5. 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

                  2. specific features and capabilities

                  3. content

            2. After 6 months

               1. have a few examples of sucessful migration

               2. Documentation

   3. Identify Migration Types

      1. Greenfield

      2. Hydra/Islandora

      3. Custom

         1. Wild West

         2. Rebuild/Refactor - rewrite and ingest

         3. New functionality - incorporate back into Fedora/Hydra

   4. Promote the concept of community development when appropriate, recognize and respect the need for institutions to locally customize when required.

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

      1. at some point the community will have difficulty in supporting

      2. Fedora 3 beyond security patches

   6. Migration consultancy - At OR2015, have a room for migration support

   7. "Upgration" - Software Upgrade and Content Migration - a new term

   8. ACTION ITEMS

      1. Survey

         1.  collect information, quickly canvas the community

         2. identify use cases, common services and approaches

         3. keep as simple as reasonably possible

         4. some demographic data

            1. geography, size of installation

            2. intended for leadership group

         5. ship out after Monday January 12th

         6. get responses back by February 1, 2015 (??? to be finalized by David and Andrew)

      2. 2. Establish Migration Working Group

         1. Code4Lib - awareness booth

         2. OR2015   - upgration booth

2. Fedora 4.1 Release

   1. Fedora 3 to 4 migrations
   2. Bug fixes
   3. Features
      1. Which priorities (established last year) are still relevant?
         1. What will be the process for prioritizing feature development?
         2. Engage the community
         3. Technical use cases - need to have some tie to Fedora 4 development
         4. Connect to leadership and strategic priorities
      2. Some evolution in software development
         1. rotating group of developers
         2. need to balance priority needs with developer resources
      3. New Candidate features:
         1. LDP-Paging
         2. Audit service
         3. API partitioning
         4. Web Access Control
         5. Remote/Asynchronous storage - some discussion and consensus, Indiana and WGBH funded project
      4. How to support feature development from staffing/leadership perspective
   4. Fedora 3 to 4 migrations
   5. Bug fixes
   6. Features
      1. Which priorities (established last year) are still relevant?
         1. What will be the process for prioritizing feature development?
         2. Engage the community
         3. Technical use cases - need to have some tie to Fedora 4 development
         4. Connect to leadership and strategic priorities
      2. Some evolution in software development and priority setting
         
         1. rotating group of developers
         2. balance priorities with developer resources
         3. Discussion setting priorities
      3. New Candidate features:
         1. LDP-Paging
         2. Audit service
         3. API partitioning
         4. Web Access Control
         5. Remote/Asynchronous storage - some discussion and consensus, Indiana and WGBH funded project
      4. How to support feature development from staffing/leadership perspective
    

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