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
| 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
| Pilot David | Complete | |
November | Document the mapping process | David Pilot | Complete | |
November | Run test migration
| Alan | Complete | |
January February | Install and configure Islandora 8 using ISLE
| Born Digital | Complete | |
February March | Complete data migration
| 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
| 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
| 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
| David Pilot | Complete | Documentation continued through migration and post-migration testing into 2022. |
May | Create case study
| 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