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The Truth About
Content Migrations

     Deane Barker
   Blend Interactive
They’re painful.

    [The End]
Definition:
    The one-time movement of
   content from one publishing
platform to a different publishing
             platform.
The Four Phases
 1.    Inventory
 2.    Mapping
 3.    Transfer
 4.    QA
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?
Don’t move bad content.

  This is the time for
   spring-cleaning.
Start your inventory as early as
            possible.
 Before you start development.

  Even before you pick a new
          platform.
Be prepared for this process to
    get highly politicized.
Keep your inventory systematic
       and organized.

Have a central point of focus and
        record-keeping.
"The Truth About Content Migrations" - Gilbane Boston 2011
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
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?
"The Truth About Content Migrations" - Gilbane Boston 2011
"The Truth About Content Migrations" - Gilbane Boston 2011
Content has different levels of
         “geography”

Some content is very specifically
 placed, while other content is
   automatically organized.
Home



     Products          About


Product    Product
                       History
   A          B
Press
Release
Highly-geographical content is
   much harder to migrate.

 You have to migrate both the
  content and the placement.
Stub Mapping
                   Home



        Products          About



  Product A   Product B   History




Existing                                               Home     New

                                            Products          About



                                      Product A   Product B   History
Mapping Outputs
"  An understanding of where all content is
   going in the new platform and why
"  Page stub structure
Phase 3: Transfer
"  How are the actual bytes moving from one
   system to another?
Migrating out of a CMS is a lot
 easier than the alternative.

 CMS enforces at least some
       consistency.
Are you going to extract from the
     repository level or the
       publication level?
Repository vs. Publication
       Extraction

                      HTML
Repository



             Processing
How will URLs change on the new
           platform?

How interlinked is your content?

 How are you going to keep all
      those links valid?
What is the actual mechanism of
          movement?

       Copy-and-paste?
         Automated?
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
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
You don’t have to use the same
method for your entire project.
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
Automated Migration Tools
"  Great answer to the Transfer phase
"  Less of an answer to everything else
"  They still have to be configured and tested
Transfer Output
"  Content ready for QA
  "  Outputs from this phase will likely be
     segmented
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?
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?
Ideally, track the QA process
    inside the CMS itself.
"The Truth About Content Migrations" - Gilbane Boston 2011
"The Truth About Content Migrations" - Gilbane Boston 2011
During QA, reporting is key.

You should have access to a daily
number showing the percentage
      of content cleared.
The Four Phases
 1.    Inventory
 2.    Mapping
 3.    Transfer
 4.    QA
"  http://migrationhandbook.com
"  WEB
   http://gadgetopia.com

"  TWITTER
   @gadgetopia

"  EMAIL
   deane@blendinteractive.com

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"The Truth About Content Migrations" - Gilbane Boston 2011

  • 1. The Truth About Content Migrations Deane Barker Blend Interactive
  • 2. They’re painful. [The End]
  • 3. Definition: The one-time movement of content from one publishing platform to a different publishing platform.
  • 4. The Four Phases 1.  Inventory 2.  Mapping 3.  Transfer 4.  QA
  • 5. 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?
  • 6. Don’t move bad content. This is the time for spring-cleaning.
  • 7. Start your inventory as early as possible. Before you start development. Even before you pick a new platform.
  • 8. Be prepared for this process to get highly politicized.
  • 9. Keep your inventory systematic and organized. Have a central point of focus and record-keeping.
  • 11. 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
  • 12. 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?
  • 15. Content has different levels of “geography” Some content is very specifically placed, while other content is automatically organized.
  • 16. Home Products About Product Product History A B
  • 18. Highly-geographical content is much harder to migrate. You have to migrate both the content and the placement.
  • 19. Stub Mapping Home Products About Product A Product B History Existing Home New Products About Product A Product B History
  • 20. Mapping Outputs "  An understanding of where all content is going in the new platform and why "  Page stub structure
  • 21. Phase 3: Transfer "  How are the actual bytes moving from one system to another?
  • 22. Migrating out of a CMS is a lot easier than the alternative. CMS enforces at least some consistency.
  • 23. Are you going to extract from the repository level or the publication level?
  • 24. Repository vs. Publication Extraction HTML Repository Processing
  • 25. How will URLs change on the new platform? How interlinked is your content? How are you going to keep all those links valid?
  • 26. What is the actual mechanism of movement? Copy-and-paste? Automated?
  • 27. 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
  • 28. 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
  • 29. You don’t have to use the same method for your entire project.
  • 30. 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
  • 31. Automated Migration Tools "  Great answer to the Transfer phase "  Less of an answer to everything else "  They still have to be configured and tested
  • 32. Transfer Output "  Content ready for QA "  Outputs from this phase will likely be segmented
  • 33. 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?
  • 34. 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?
  • 35. Ideally, track the QA process inside the CMS itself.
  • 38. During QA, reporting is key. You should have access to a daily number showing the percentage of content cleared.
  • 39. The Four Phases 1.  Inventory 2.  Mapping 3.  Transfer 4.  QA
  • 41. "  WEB http://gadgetopia.com "  TWITTER @gadgetopia "  EMAIL [email protected]