gilbane website migration workshop
TRANSCRIPT
Quick poll
• Where are you in the migration process? 1) Considering it? 2) Planning? 3) Migrating now? 4) Getting over one?
• How many of you have done a migration in the past? If so, did it go as planned?
• Are you part of an internal web team?
• Are 1) you yourself migrating content or 2) planning or overseeing that?
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Migrations are interesting!
Boring Interesting
Cutting and pasting
- Searching for patterns- Improving your content
One-time exercise - Setting up a long term program
Unending - Develop tracking metrics
Unimportant - Critical to success
Ramming in content
- Exposing (non-migration) problems
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http://bit.ly/cm-interest
What is a website migration?
The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2
@jdavidhobbs http://hobbsontech.com 5
What is a website migration?
The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2
@jdavidhobbs http://hobbsontech.com 6
Not just content!
What is a website migration?
The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2
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Every migration is different!
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Where are you?
Answer 10 questions to gauge where you are and where you are going:
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http://bit.ly/s-eval
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Compelling Vision
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Most stakeholders say it’s compelling Not just for small group Understandable by all Substantial improvement Can help prioritize Justifies migration Short Achievable Widely communicated
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What can and cannot be automated
http://bit.ly/migauto
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Don’t just consider the movement of content – there are important steps before and after
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Content Handling Process
http://bit.ly/contenthandling
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Computing Manual Effort
Manual Effort for Bucket = Content Count x (Sort Effort + Place Effort + Edit Effort + Move / Transform Effort + Enhance Effort + QA Effort)
@jdavidhobbs
What is a website migration?
The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2
@jdavidhobbs http://hobbsontech.com 23
Many / most should be inventoried
What is a website migration?
The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2
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Pay particular attention to content
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Rethinking the Content Inventory
1. Exploration2. Sources of Data3. Site Inventories4. Layers of Content5. Topic Inventories6. Quality
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http://bit.ly/rethink-ci
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Why control your weight
1)Migration is a perfect opportunity to better focus your site and improve quality by dropping content
2)It’s an opportunity to talk about your content in general
3) Less weight is easier to migrate@jdavidhobbs
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Rules-based culling example
Inventory Define Rules Confirm Implement
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Rules-based culling example
Inventory Define Rules Confirm Implement
Example rules:
• If business focus is high, then edit• If less than six page views in the last month, then drop• If the page is in version 2, then move as-is• If the page is in version 1 and more than 100 page views in the
last month, then as-is• Otherwise, drop
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Rules-based culling example
Inventory Define Rules Confirm Implement
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Also see case study
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Distance is from where you are
If you already have a base station on the moon, then moving to the next crater might be easy.
If you live in a cardboard box, then moving into an apartment down the street may be difficult.
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Controlling Distance
• Phase• Modify depth of support• Eliminate functionality entirely• Concentrate on highest bang for the
buck
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One of the most important controls you have at your disposal is quality level, and it isn’t just a simple yes / no toggle switch
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Some quality level questions
• What elements that currently are unmanaged will be managed?
• How will links within the content be handled? How will redirects happen?
• In general, what HTML transformation needs to occur?
• How accurate does placement and tagging need to be?
• What backend structure should be in place? What default values will be used?
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Important quality tidbits
• Even if you go with the incumbent team / tool capabilities, you should ask yourself what level of quality you expect.
• Talking about quality early avoids expectation surprises when it’s too late.
• When reviewing quality expectations, consider who is responsible for attaining that quality level and also who will test that this is done.
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Summary
1. Set your vision2. Inventory3. Control quality, weight and distance4. Estimate5. Iterate
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