...

• Importance of asking why institutions want to migrate
  • If institutions are uninterested in migrating to Fedora 4/5 we need to know that
  • Are institutions moving from Fedora to something else?
  • Motivations may elicit more responses than barriers
    • Key repository requirements
• What layer of the stack is highest priority? Discovery, UI, etc.
• When was the last upgrade?
• How often are you willing/able to do an upgrade/migration?
• Who makes/influences this decision at your institution?
  • It may be unclear who makes/owns the decisions, which can itself be a barrier
• If you knew the migration would buy you X years before needing to do another migration would that influence your decision?
• Would the migration be worthwhile if it resulted in new skillsets that can be applied elsewhere?
  • What if it resulted in a nicer interface? (Not as relevant with Fedora)
  • What new affordances will the migration deliver?
• How many objects? TBs? Object models?
• What type of institution?
  • What resources do you have to migrate and maintain a system? Developers, sys admins, etc?
  • IT profile, capacity in house (how many resources can you dedicate?)
  • We can get institutional data online
• What is your role? How much influence do you have over the decision to migrate?
• If you're currently on Fedora 3, what do you like about it? What do you dislike?
• What do you like/dislike about Fedora 4/5?
• If you're still using Fedora 3, why haven't you migrated yet?
• Ask a geographic question so we know where the respondent's university is and include institution name so we can dedup. 

Things to consider

• Need to know how many people we're sending the survey to. Track percentage of responses
• Working with someone to draft and approve appropriate language for international audiences
  • The focus of the grant is US institutions but we still want to reach out to the global community
  • US institutions are impacted by activities and decisions in the global Fedora community
• Has there been any interest in maintaining and building on Fedora 3?
  • Are some institutions happy with Fedora 3 and uninterested in moving?
• Who to include
  • Service providers? Clients will follow their lead
  • Decision makers
  • Committers
• What does a migration cost? Can have a huge impact depending on how often migrations are done
• Survey should be 10-15 minutes max
• Interviews should help identify gaps/issues with survey.

...

• Insider knowledge? communities of practice. 
• Are you willing to be the first?  Tech adoption cycle. 
• Importance of institutional and IT profiles. Categorizations
• Old product and unsupported software. 

• Communications piece here. 

  • Do people think about the Fedora. 

  • What do people know about versions and difference between. 

  • Anxiety of data models and schemas. 

  • Prepare people to migrate every 3-5 years. How will that impact decision making? 

  • Framing migration as an ongoing process that's iterative between the 3-5 year process. 

• What about service providers? Do we need those? Users have money and not people. We're seeing that trend. 

• Is tooling and training the best value? In terms of metadata and triples. Skill development. 

• Size and complexity of the content. TBs and # of objects and content types data models (compounds) variety of metadata. Do you have content/complexity = small, medium, large. Important for diagnosis. 

Actions

Cognitive Interviews.  Volunteers:

• Este
• Mike
• Scott
• Tim (or someone at UNC)

Front End Application reviews.  Potential ones:

• Samvara
  • See action items
• Islandora

• • See action items

Data

• Check with Doren

Existing migration tooling

• see grant for others
• Bridge 2 Haiku
• Metro consortium in NYC - Diego Pino?

Dissemination plan:

• OR?  Yes let's try.
• CNI Spring meeting?
• DLF fall meeting?
• Preservation venues?
• Partner/co-present with dspace folks?
• Publish (OR paper?  C4L paper?)

Actions

•  Michael J. Giarloidentify potential front end candidates from Samvara community.  Prefer PCDM and things that lean generalizable,
•  Este Pope Poll community to look for  Islandora folks who can be candidates.  David Keiser-Clark?
•  OCFL review Andrew Woods
•  API spec review David Wilcox
•  ALL: See conference check list and have everyone indicate what