UC-5.7

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UC-5.7 Develop Migration Plans
Summary
Number	UC-5.7
Name	Develop Migration Package
Context	UC-5 Preservation Planning
Sub-Use Cases	None
Overview	Develop Packaging Designs and Migration Plans receives migration goals from Administration>Establish Standards and Policies, develops and tests migration package (migration plans, IP designs, and migration software) and sends migration package to Administration>Manage System Configuration. New IP designs are also sent to Administration>Audit Submission and Administration>Negotiate Submission Agreement.
Actors	Develop Packaging Designs and Migration Plans Develop Preservation Strategies and Standards Monitor Designated Community Monitor Technology Administration>Establish Standards and Policies Administration>Manage System Configuration Administration>Audit Submission Administration>Negotiate Submission Agreement
Description
Preconditions	UC-1 Ingest
Trigger	Administration>Establish Standards and Policies sends migration goals to Develop Packaging Designs and Migration Plans (Step ?? of UC-4.5)
Successful outcome	Develop Packaging Designs and Migration Plans sends migration package to Administration>Manage System Configuration and sends IP designs to Administration>Audit Submission and Administration>Negotiate Submission Agreement.
Steps	Develop Packaging Designs and Migration Plans receives migration goals from Administration>Establish Standards and Policies (OAIS Page 4-14) optional step Develop Packaging Designs and Migration Plans receives approved standards from Administration>Establish Standards and Policies (OAIS Page 4-14) Develop Packaging Designs and Migration Plans receives preservation requirements from Monitor Designated Community (OAIS Figure 4-6:Preservation Planning Page 4-13) Develop Packaging Designs and Migration Plans develops and tests migration plans (OAIS Page 4-14) Develop Packaging Designs and Migration Plans develops new AIP/SIP designs (OAIS Page 4-14) Develop Packaging Designs and Migration Plans sends [migration software] prototype request to Monitor Technology (OAIS Figure 4-6:Preservation Planning Page 4-13) Develop Packaging Designs and Migration Plans receives [migration software] prototype results from Monitor Technology (OAIS Figure 4-6:Preservation Planning Page 4-13) Develop Packaging Designs and Migration Plans sends issues to Develop Preservation Strategies and Standards (OAIS Page 4-14) Develop Packaging Designs and Migration Plans receives advice from Develop Preservation Strategies and Standards (OAIS Page 4-14) Develop Packaging Designs and Migration Plans applies approved standards to preservation requirements (OAIS Page 4-14) Develop Packaging Designs and Migration Plans sends migration package (migration plans, IP designs, and migration software) to Administration>Manage System Configuration (OAIS Page 4-14) Develop Packaging Designs and Migration Plans sends AIP/SIP review to Administration>Audit Submission (OAIS Page 4-14) Develop Packaging Designs and Migration Plans sends AIP/SIP templates and customization advice to Administration>Negotiate Submission Agreement (OAIS Page 4-14)
Exceptions
Documentation
Citations	OAIS Page 4-14, section 4.1.1.6 "The Develop Packaging Designs and Migration Plans function develops new IP designs and detailed migration plans and prototypes, to implement Administration policies and directives. This activity also provides advice on the application of these IP designs and Migration plans to specific archive holdings and submissions. This function receives archive approved standards and migration goals from Administration. The standards include format standards, metadata standards and documentation standards. It applies these standards to preservation requirements and provides AIP and SIP template designs to Administration. This function also provides customization advice and AIP/SIP review to Administration on the application of those designs. If this function encounters submissions that are not covered by existing standards and procedures, it can send issues to Develop Preservation Strategies and Standards and receive advice, including new standards, to assist in meeting the new submission requirements. The migration goals received by this function tend to involve transformations of the AIP, including transformations of the Content Information to avoid loss of access due to technology obsolescence. The response to the migration goals may involve the development of new AIP designs, prototype software, test plans, community review plans and implementation plans for phasing in the new AIPs. This process may call on expertise or resources from other functions within Preservation Planning, such as prototype development from the Monitor Technology. This effort also will require consultation from the other functional areas and from the Designated Community. Once the migration plan, associated AIP designs, and software have been tested and approved, this function will send the entire migration package to Administration, which will schedule and perform the actual migration."
Diagrams
Notes
	Text indicates that consultation from the other functional areas is required for this process, so input on diagram was included in this use case as well as UC-5.8 There is some uncertainty as to what the origin of "issues" is ("...it can send issues to Develop Preservation Strategies and Standards and receive advice....") Is "advice" related to "customization advice"? Text states that Develop Packaging Designs and Migration Plans develops prototypes, but it looks like the prototyping work is performed by (or may be performed by) Monitor Technology. Is some of the prototyping work done to facilitate the packaging design? Should it be included in this use case? Step 2, "Develop Packaging Designs and Migration Plans receives approved standards from Administration>Establish Standards and Policies", is optional in UC-5.7 but required in UC-5.8