"The Truth About Content Migrations" - Gilbane Boston 2011
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Transcript of "The Truth About Content Migrations" - Gilbane Boston 2011
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The Truth About Content Migrations
Deane Barker Blend Interactive
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They’re painful.
[The End]
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Definition: The one-time movement of
content from one publishing platform to a different publishing
platform.
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The Four Phases
1. Inventory 2. Mapping 3. Transfer 4. QA
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Phase #1: Inventory
" What content is moving? " What content can we get rid of?
" How can it be grouped? " What content requires special handling? " What content requires changes? " How volatile is the content?
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Don’t move bad content.
This is the time for spring-cleaning.
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Start your inventory as early as possible.
Before you start development.
Even before you pick a new platform.
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Be prepared for this process to get highly politicized.
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Keep your inventory systematic and organized.
Have a central point of focus and
record-keeping.
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Inventory Outputs
" List of content that will migrate divided into logical groups
" List of content that will require special handling
" List of content that will require changes along with scope
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Phase #2: Mapping
" How is content going to “fit” and work in the new platform?
" What changes will be required to rich text content?
" How is the overall structure of the content going to transfer?
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Content has different levels of “geography”
Some content is very specifically
placed, while other content is automatically organized.
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Home
Products
Product A
Product B
About
History
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Press Release
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Highly-geographical content is much harder to migrate.
You have to migrate both the content and the placement.
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Home
Products
Product A Product B
About
History
Stub Mapping
Existing Home
Products
Product A Product B
About
History
New
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Mapping Outputs
" An understanding of where all content is going in the new platform and why
" Page stub structure
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Phase 3: Transfer
" How are the actual bytes moving from one system to another?
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Migrating out of a CMS is a lot easier than the alternative.
CMS enforces at least some
consistency.
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Are you going to extract from the repository level or the
publication level?
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Repository vs. Publication Extraction
Repository HTML
Processing
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How will URLs change on the new platform?
How interlinked is your content?
How are you going to keep all
those links valid?
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What is the actual mechanism of movement?
Copy-and-paste?
Automated?
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When Copy-and-Paste Works
" When you don’t have a lot of content " When you have access to cheap labor " When your content is highly geographic " When you have enough resources for
sufficient QA
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When Automated Migration Works
" When you have large volumes of content " When your content is not highly-geographic " When you have sufficient technology and/or
development resources
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You don’t have to use the same method for your entire project.
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The Dreaded Content Freeze
" Once you start migrating from A to B, content changes on A need to stop
" Length of the freeze window depends on the volatility of the content
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Automated Migration Tools
" Great answer to the Transfer phase " Less of an answer to everything else " They still have to be configured and tested
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Transfer Output
" Content ready for QA " Outputs from this phase will likely be
segmented
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Phase 4: QA
" How much content is going to be reviewed for compliance? " All of it? " A representative sample?
" Who has the authority to clear individual content, and the site as a whole, for release?
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Types of QA " Technical QA
" Did this content transfer well? " Does it look broken? " Does it comply with the style guide?
" Editorial QA " Is this content valid and correct? " Where any errors introduced during transfer?
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Ideally, track the QA process inside the CMS itself.
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During QA, reporting is key.
You should have access to a daily number showing the percentage
of content cleared.
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The Four Phases
1. Inventory 2. Mapping 3. Transfer 4. QA
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" http://migrationhandbook.com