Goal

Complete and document the migration of the Whitman College Arminda repository from Islandora 7.x to Islandora 8.x.

Scope

This project includes the following:

Installation of an Islandora 8 instance based on ISLE
Customized theme based on Carapace
Installation documentation
Metadata and data model mapping
Complete data migration
Updates to Islandora 8 to meet functional requirements

Gap analysis
Estimation of level of effort towards custom development
Prioritization of custom development
Custom development, QC, remediation

Documentation of the process and decision points

Once all functional requirements are met any additional contractor hours may be allocated toward improvements to Islandora 8.

Deliverables

Islandora 8 installation based on ISLE
Customized theme based on Carapace
Installation documentation
Islandora 8 interface configured to meet functional requirements
Documented metadata and data model mappings
Updated migration utility capable of completing Whitman data migration
Fully migrated repository dataset
Functional Islandora 8 instance populated with all migrated data
Documented migration process and outcomes

Requirements

Technical resources:

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

Timelines

Month	Activity	Assignee	Status	Notes
October	Create and review project plan	David Pilot	Complete
October	Establish functional requirements Conduct gap analysis Estimate level of effort towards custom development Prioritize custom development	Pilot David Alan	Complete	Gap analysis is complete. Features have been prioritized.
October	Establish metadata mapping and remediation scope and timelines	David Pilot	Complete	Scope and timelines established at 2020-10-08 meeting
November	Complete metadata remediation work	Pilot	Complete
December	Map metadata and data models Based on sample data, document all content models and datastreams 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 Gather representative sample data Test tools and decide on approach Configure mappings Iterate and update tools as needed	Alan	Complete
January February	Install and configure Islandora 8 using ISLE Install in AWS Apply and customize theme with Whitman branding Configure front-end to meet functional requirements	Born Digital	Complete
February March	Complete data migration 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.
February March	Document the migration process	David Alan Pilot	Complete
March April	Complete software updates to meet functional requirements Based on agreed-upon prioritizations and resources	Alan Born Digital	Complete	Additional 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.
April May	Complete acceptance and performance testing Ensure the repository meets user requirements Ensure the repository meets performance requirements	Pilot Danny Alan	Complete	Following 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.
May	Complete process documentation Finish documenting each step of the process Include decision points and how they were resolved	David Pilot	Complete	Documentation continued through migration and post-migration testing into 2022.
May	Create case study Draft a case study based on documentation and pilot experience	David Pilot	Complete	Creation of the case study continued through migration and post-migration testing into 2022.

Milestones

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