Drupal 9 migration - What Libraries Can Expect | South Central Library System

This is an overview of library website migrations steps.

General

This is a BIG project.
Library staff will be asked to participate in prep work, testing, settings/configuration changes, and cleanup to help move this project forward.
Changes will be kept to a minimum.
Where possible, we’d like to migrate sites as they look now. A handful of sites have theming in place that will require an update – if this is the case for your site, we may ask if there are minor cosmetic changes you’d like (adjustments to colors, fonts, etc) as we make the required theming updates.
There are a million details.
There will be some things that may be missed or work differently despite planning and testing. We ask for your patience and flexibility.
Some new features may not be implemented until all libraries' websites have been upgraded.
After the library upgrades are complete, SCLS staff will upgrade other SCLS-hosted sites (SCLS, Foundation, Trustee Training Week, etc).

Rose/Kerri shares links to training materials, recorded webinars/videos.
Library staff members review training materials.
Rose meets with library staff to answer questions, discuss possible adjustments, and review the checklist the library staff will be working on. A handful of sites have theming in place that will require an update – if this is the case for your site, we may ask if there are minor cosmetic changes you’d like (adjustments to colors, fonts, etc) as we make the required theming updates.
Library staff run through a checklist provided by SCLS. The checklist will probably sound a lot like, “Look at X,Y,Z; delete X,Y,Z; check these settings…”
Plan for 2 weeks of staff working through the checklist (actual time spent might be a few days of work).
The steps on the checklist should be completed prior to Migration week.

There will be a CONTENT FREEZE for the library website. If changes are absolutely necessary, any changes made should be recorded so library staff can duplicate them once the Drupal 9 site is live.
No big updates should be made to the live site.
Rose will migrate content from a copy of the library's website to a new Drupal 9 site on our development server.
Once the site is on the development server, Rose will provide a link and directions for staff to check the site.

Library staff will check the migrated content on the development server and report any issues.
Smaller issues might be easily fixable. Bigger issues might require Rose to make changes and migrate the content again and the library staff to re-check the migrated content.
When everything looks good, Rose will put the development site into production
Library staff may resume content creation and editing.
Unexpected things will crop up! Library staff will report any issues they run across.

For more information, contact