The document summarizes a presentation about a working group formed by NISO to address the growing issue of content platform migrations in the publishing and library industries. The working group developed a recommended practice (RP) to standardize processes and communications around platform migrations. The RP includes recommendations, checklists, and terms to help publishers, vendors, and libraries effectively manage the increasing number of migrations occurring each year. Going forward, the working group will form a standing committee to support implementation of the RP and continue improving guidance on platform migrations.

1. NISO Content
Platform Migration
Working Group
Update
Thursday February 17, 2022 11:00-12:15 EST
Matthew Ragucci
Associate Director of Product Marketing
Wiley
Athena Hoeppner
Discovery Services Librarian
University of Central Florida

2. Agenda
• Background
• Working Group Overview
• Deliverables
• Examples
• Next Steps

3. • Not be confused with journal transferring
between publishers
• When a corpus of content moves to a new
platform
• Old platform is usually decommissioned
• Requires action on part of different stakeholders
(platform vendors, publishers, librarians, library
technology)
What is a content platform migration?
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4. So Many Migrations
Publishers:
1 every 5-10 years
Content Platform Vendors:
5-10 per year
Librarians:
10+ per year and growing
(librarians reported over 30 content
platforms migrated from 2016 to 2019.)
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5. The CPM Work Group, Reporting to NISO IPA Task Force
• Athena Hoeppner (UCF) and Kim Steinle
(Duke U Press), co-chairs
• Group includes members from libraries,
platform and content vendors, publishers.
• Met regularly to:
 Draft Work Item and Project timeline
 Divide information gathering/share findings
 Write the Recommended Practice
 Plan communication and outreach

6. The Work Item
Develop a recommended practice
to help standardize the processes
and provide recommendations to
improve communications before,
during and after migrations.
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7. So Many Stakeholders
• Identify Stakeholder Perspectives and Experiences:
 Publishers
 Content platform providers
 Libraries
 Other technology providers
• Interviews and Surveys
• Review past migration vendor communications
and checklists
• Review past migration plans, timelines, cycles ,
decisions
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8. Related Standards and Organizations
• TRANSFER Code of Practice
• KBART/KBART Automation
• DOI/CrossRef
• Authentication
• Usage (COUNTER & SUSHI)
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9. Deliverables
• Recommendations
• Checklists for publishers, vendors,
librarians
• Glossary of key terms
• Incorporated feedback from public
comment draft
• Link to full Recommended Practice:
https://doi.org/10.3789/niso-rp-38-2021
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10. RP - Table of Contents Snapshot

11. RP - Content Snapshot

12. Checklist Snapshot
Link to customizable checklist: http://bit.ly/niso-cpm-checklist.

13. Next steps
• Formation of a Standing Committee
• Support the RP – respond to questions
on interpretation or implementation
• Publicity and Education – create
presentations and articles to raise
awareness and adoption
• Further development of RP –
determine which areas require changes
to better support application and use
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14. Questions? athena@ucf.edu
mragucci@wiley.com