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  • 1.  CMS Migration Advice

    Posted 22 days ago
    Hello,
    I am a database administrator and my museum is researching future options for our CMS. Currently we use TMS but are looking into other systems. Is there anyone who might have made this type of transition and can share their experience with me? I would be interested even if it was not from TMS to another CMS - migrations in general. I would love to ask questions and hear about any migration issues, budgeting for the move, and hindsight thoughts that anyone can share. 
    I appreciate your help.
    Thank you,
    Liz Spencer


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    Elizabeth Spencer
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  • 2.  RE: CMS Migration Advice

    Posted 21 days ago
    My museum recently switched from PastPerfect to CatalogIt and it has been such a good decision. CatalogIt is so much more efficient and they even did a follow-up Zoom call to check in and answer some questions. The only downside was we were on a waitlist for about 6 months... However, the migration itself was quite simple (you upload files from your hard drive and they do the rest) and everything transferred over without issues. Though the wait was a little inconvenient, I definitely recommend them as everyone who we spoke to was very responsive and helpful and the system itself is more user friendly than PastPerfect, in my opinion.

    Kelsie Patton, MA (she/her)
    Assistant Curator
    Oconee History Museum
    864-638-2224






  • 3.  RE: CMS Migration Advice

    Posted 21 days ago
    Edited by Matthew Isble 21 days ago

    Hi Elizabeth, I'll second Kalsie's experience, we went from Embark to CatalogIt. The team over there are so helpful and responsive and are always improving the system. That said, this is more anecdotal, I'm on the periphery and have heard nothing but accolades from the registrars. Give me a call, they are generous with their time.



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    Matthew Isble
    Exhibit Designer & Founder of MuseumTrade.org
    misble@crockerartmuseum.org
    Crocker Art Museum
    Sacramento CA
    misble@crockerartmuseum.org
    ------------------------------



  • 4.  RE: CMS Migration Advice

    Posted 21 days ago

    Same here.  Our Collections Director is thrilled with the change from Past Perfect to CatalogIT. The transition was pretty seamless, and the support was great. 



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    Michael Grasso
    Executive Director
    Roberson Museum
    Binghamton NY
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  • 5.  RE: CMS Migration Advice

    Posted 21 days ago

    Hi Elizabeth - we recently went from PastPerfect to Collector Systems. I can't recommend Collector Systems enough. Our migration happened after a data breach that wiped a lot of the connective tissue between records (and image files) so if your migration also involves pulling information/files that are stored outside your database, feel free to reach out since that was the biggest hurdle we faced.



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    Michelle Kennedy
    Art Collections & Exhibition Coordinator
    Brooklyn NY
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  • 6.  RE: CMS Migration Advice

    Posted 21 days ago

    OOPs, sorry, we went from Embark to Catalogit.  Not Past Perfect.



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    Matthew Isble
    Exhibit Designer & Founder of MuseumTrade.org
    misble@crockerartmuseum.org
    Crocker Art Museum
    Sacramento CA
    misble@crockerartmuseum.org
    ------------------------------



  • 7.  RE: CMS Migration Advice

    Posted 19 days ago

    Hi Liz, I did a few data migrations from weird in house systems and filemaker to Emu/Axiell. Companies will generally want you to use their existing structures/layouts unless you have a huge budget for customization (which we did, I was working in Qatar at the time and they paid for a tech from the company to live and work on site with us - luxury!!). My first project was in England and we had low budget. The most important thing - and I recommend doing this yourself if you are the main user/admin of your existing system - or checking this thoroughly - is the data mapping stage. This is when you look at every field in your existing database and match it to the field it should go to in the new system. Some fields might have more or less functionality (ie link to a thesaurus or a drop down list etc). Also if you do data clean up before or in the middle of this process the end result in the new system will be much better. If you can have the users of the system work on this stage it is also ideal because then they will have an idea of where their data went. If you can stop all editing on your current system (leave it read only for users), export ALL the data into a spreadsheet and validate all of the data (ie make sure it should be there, fix any inconsistencies) BEFORE it gets migrated into the new system that is ideal too. OR if you notice some consistent mistakes you can give the migrating company rules to fix like 'make all dates like this YYYY MMM DD' for example. There will be a data entry black out period from the time you either start doing the data cleansing/validation to the time you get it back from the company in the new system so pick the timeframe wisely for this and be sure that you have that written into the contract so that it is clear of the expectations. You can give people spreadsheets formatted so they will migrate/import easily into the new system if it is mission critical to your operations. Also there should be a legacy field that is not editable by anyone, ever, in the new system that has the exact copy of all of the data from the old record somewhere in the new one. This field should be searchable so that if someone absolutely cannot find the record using the new system it will still come up. I'd also be sure to flag the fields that will be public or shared with departments in the data mapping process. So you need to know what fields all of your existing users use the most, and how they use them (edit, read only, reporting). Also check the user permissions and the possiblity of creating your own user groups or if they are off the shelf - you likely want a way to keep registrar data private (ie not accesible for deparments like education or marketing). I'd be happy to have a zoom call if you want to talk through any of this! 



    ------------------------------
    Dr. Laura Phillips
    Lecturer, Museum Studies Master of Arts
    School of Information and Library Studies
    The University of Oklahoma
    401 W. Brooks, Bizzell Library
    Norman, OK 73019
    laura.phillips@ou.edu

    I am grateful to be present on the homelands of the "Hasinais" Caddo Nation and "Kirikirʔi:s" Wichita & Affiliated Tribes. I acknowledge this territory also serves as a hunting ground, trade exchange point, and migration route for the Apache, Comanche, Kiowa and Osage nations. Today, 39 Indigenous Nations dwell in what is now the state of Oklahoma as a result of settler and colonial policies that were designed to assimilate and eradicate Indigenous peoples.
    ------------------------------



  • 8.  RE: CMS Migration Advice

    Posted 16 days ago

    Adding a huge +1 to the data mapping advice from Dr. Laura here. Whatever system we help clients migrate to in any capacity, data mapping, data cleaning, and data governance is critical. 



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    Dan Moyle
    Solutions Consultant
    Digital Reach Online Solutions
    (he/him/his)
    ------------------------------



  • 9.  RE: CMS Migration Advice

    Posted 18 days ago

    Hi Liz.

    I recently wrapped up managing a CMS migration program for the Royal BC Museum and Provincial Archives in Victoria, British Columbia.  They migrated from 2 older databsases - one home grown, and the other Minisis M2A - to SKINsoft's S-Museum and S-Archives.  Though it was a complex process, it was highly successful -  and business stakeholders are happy with the new system and vendor.

    I actually gave a presentation on the topic of CMS Migrations at last year's AAM Conference in LA - I would be happy to talk with you - and for that matter anyone else considering moving to a new CMS - on learnings and best practices on this topic.  Feel free to reach out!



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    Adam Tizel
    Project Management Consultant
    Kelowna BC
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  • 10.  RE: CMS Migration Advice

    Posted 18 days ago
    Hi,
    I have been involved in various data migrations in the past with various database types.  There are many steps involved and I only wish to highlight some here.  Clean up and complete your support tables ahead of time and do not underestimate the time that it will take to accomplish this;  the new system may also require new support tables that you currently don't have.  You also need to check the use of the support tables in the data records.  Get a second pair of eyes to check things afterward to pick up on things that you might have missed or done better.  You are going to need a development or test system to check if the new database and migration are working;  you don't do this in the new production system.  You will probably need to do the migration in stages and the order of those stages will be important.  The new system should be user-centric and should include as many as possible of the features that you couldn't have before.  Conversely, don't hang onto procedures that you had due to the old system's capacities: you will be working in a new system with its own capacities.  Old workarounds, things that were done in odd ways just so it works because the old system was missing an appropriate feature, should not be introduced in the new system.  The users should be informed all along the process, over-informing is better than under-informing, in this case.  The real stakeholders, the users and the potential new users, should be involved in the process, although they usually don't want to be overwhelmed by the technical stuff.  Those last two comments will help with by-in by the staff, especially if they will be asked to work on it or if they feel that they will lose something in the new system.
    If you want to include Nomenclature, since I am one of its co-authors, I thought that I would give you this helpful link and you should look at the submenu contents under Integration: https://page.nomenclature.info/telechargements_downloads.app?lang=en
    Please contact me via e-mail if you want to pick my brain.
    'Bye and good luck...
    --

    Jean-Luc Vincent


    Parcs Canada, retiré
    Messages: jeanluc.vincent.parcsparks@gmail.com

    Je travail dans le territoire non cédé et non rendu du peuple Anishinaabe ou Algonquin.

    Parks Canada, retired
    Messages: jeanluc.vincent.parcsparks@gmail.com

    I work in the unceded and unsurrendered territory of the Anishinaabe or Algonquin people.