In 2018, DuraSpace was awarded a planning grant (LG-72-18-0204 [1]) by the 
Institute of Museum and Library Services (IMLS) to investigate the barriers to 
upgrading libraries and archives running unsupported versions of Fedora because 
reliance on the older versions of Fedora puts the stability, security and 
functionality of the content and services of these repositories at risk. The 
grant team conducted background research, including an environmental scan, a 
collection of institutional profiles, and assessments of relevant technologies, 
before drafting and distributing a survey to the international community. The 
survey closed with 111 responses, which have been analyzed and summarized in 
the full report. A select group of survey respondents were also invited to 
participate in a focus group to discuss some of their responses in more detail.

Grant work [2] has been completed. The full Designing A Migration Path report 
can be read here [3].

Fedora 3 is no longer supported. Finding migration path solutions to supported 
Fedora versions is critical for users who need to ensure that resources, 
collections and data in their repositories are accurate, protected and 
accessible. Fedora 6 [4] will focus on Fedora’s digital preservation roots by 
aligning with the Oxford Common File Layout (OCFL) [5]. The OFCL is an 
application-independent approach to the storage of digital objects in a 
structured, transparent, and predictable manner. Fedora 6 will replace the 
current ModeShape backend with a more scalable and performant implementation 
that persists data in accordance with the OCFL specification, which will also 
create an easier migration path from Fedora 3 by allowing repository data to be 
converted in-place to work with Fedora 6.

Approaching the decision to move forward with a major upgrade (not minor 
version upgrades) requires agreeing that institutional strategic goals will be 
better served by advances offered by the upgrade. This can trigger an 
institutional decision point around assessing impact. Focus group discussions 
surfaced observations around the decision to upgrade software used in a 
day-to-day library workflow and weighing the advantages of new features against 
lost staff time, production, and resources required to complete the upgrade. 
Therefore, the report recommendations focus on increasing the value of 
supported versions of Fedora while also reducing the effort required to upgrade.

Fedora users are interested in access to templates, tools, and community best 
practices as they plan migrations. Developing a migration path “recipe” that 
might include strategic assessment guidelines, staffing requirements, time 
estimates, data modeling tools, common issues and solutions is a potential next 
step towards designing a Fedora migration path.

[1] https://www.imls.gov/grants/awarded/lg-72-18-0204-18
[2] https://wiki.duraspace.org/display/FF/Designing+a+Migration+Path
[3] 
https://wiki.duraspace.org/display/FF/Designing+a+Migration+Path+-+Final+Report
[4] https://wiki.duraspace.org/display/FF/2019+Technical+Priorities
[5] https://ocfl.io/


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David Wilcox
Product Manager, DuraSpace Community Supported Programs
[email protected]<mailto:[email protected]>

[cid:[email protected]]

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