Preparing Your Site for Migration

Following are the steps that must be taken to prepare your site for migration.

This document is a work in progress, not a definitive list.

Metadata Corrections

Ensure your metadata is ready for migration.

• Follow all the guidance in the Metadata Corrections guide.

Remove orphaned objects

Eliminate or migrate all Orphaned Objects:

• Orphaned objects are objects that are missing at least one of their assigned "parent" objects (newspapers, collections, etc.). Typically they become orphaned when the parent item is deleted.
• Find a list of all your orphaned objects at Reports -> Orphaned Islandora Objects.
• Look at each object in the list, and determine whether it should be kept or deleted.
  • To keep an object, Manage it and Migrate to a new parent.
  • Objects may be deleted individually, or in bulk using the checkboxes.
• Review the Orphaned Objects report again to ensure that no new orphans were created when you deleted the last batch.
• No orphaned objects should remain in the repository.

Inactive Objects

Eliminate or publish all your Inactive objects:

• Go to Islandora -> Islandora Utility Modules -> Simple Workflow Inactive Objects
• For each inactive object, review and determine whether it should be published or deleted.
  • To publish an object, check its box on the Simple Workflow page, and click Publish Selected when you have selected all the items to be published. Choose Publish All to publish all of them.
  • To delete an object, Manage the object, go to Properties, and choose Permanently remove [this item] from repository.

No inactive object should remain in the repository.

Review XACML policies

Review your XACML-restricted objects to confirm that only intended objects are restricted, and that only Viewing restrictions are applied:

• Create Views that expose restricted objects. This will be done twice; once for a Management Restrictions view, and again for a Viewing Restrictions view.
  • Go to Structure -> Views Import
  • Open the relevant Views Import document, copy its contents, and paste into the Import field:
    • Management restrictions
    • Viewing restrictions
  • Save your new View
• Look at each of these views at their appropriate paths:
  • Mangement restrictions: /restricted-objects
  • Viewing restrictions: /viewing-restricted-objects
  • Export a CSV from those pages if it is easier
• If you have objects with Management restrictions, remove those restrictions - Management restrictions are not useful in Islandora, and may cause problems.
• For each object with Viewing restrictions, make sure that these are still required, and that the appropriate roles have access; if the restrictions are no longer required, remove them.

Remove "deleted" objects

Some objects may have the "deleted" property set, but have not yet been removed from the repository. Identify, review, and remove all "deleted" objects.

• Go to Islandora -> Manage Deleted Objects
• Select all content models, to see all "deleted" objects
• Review the objects, and either restore or purge them. No "deleted" objects should remain in the repository.

Review Users list

Review your list of users at /admin/people:

• If any users should no longer be in the system, cancel their accounts.
• If any users have the wrong role, edit the user and change them.

Contact the Arca Office if you need any assistance with these tasks.