KM-301b · Module 3

Platform Migration

6 min read

Platform migration is one of the highest-risk operations in knowledge base infrastructure. The risk is not primarily technical — it is content integrity. A migration that loses 5% of content, drops version history, corrupts metadata, or breaks cross-references has caused a knowledge loss event that may not be fully recoverable. The ATLAS migration framework treats content integrity as a non-negotiable constraint and sequences every migration decision around it.

ATLAS Framework: Audit, Transfer, Validate, Anchor, Switch.

  1. Audit (Pre-Migration) Before any data moves, produce a complete inventory: total item count by content type, total unique authors, taxonomy structure (all categories, facets, and values), all cross-references between content items, and all integrations that connect to the platform. The inventory is the baseline against which migration completeness is validated. Every item in the inventory must be accounted for after migration. This step is skipped under time pressure — do not skip it.
  2. Transfer (Data Movement) Export from the source platform in the most structured format available. Import into the target platform via API rather than UI bulk import wherever possible — API import produces structured records with auditable IDs; UI bulk import frequently produces metadata loss, encoding errors, and relationship breakage. Map source schema fields to target schema fields explicitly. Fields with no target equivalent are either mapped to custom fields or documented as accepted losses before migration begins.
  3. Validate (Post-Transfer) Run the full validation suite against the target platform before any users are directed to it. Validation checks: item count matches inventory, all required fields populated, no encoding errors in content bodies, cross-references resolve correctly, taxonomy structure matches design, search returns expected items for 20 test queries, API endpoints return correct responses. Validation failures are blocking — do not proceed to Anchor with open validation failures.
  4. Anchor (Parallel Operation) Run both platforms in parallel for a defined period (typically 2–4 weeks). The new platform is read-write; the old platform is read-only. All new content goes to the new platform. Users access both. During the anchor period: collect user feedback on retrieval quality, monitor integration behavior, and identify content that was missed in the initial transfer. The anchor period is the safety net. Cutting it short to "save time" removes your ability to recover gracefully.
  5. Switch (Cutover) Disable the old platform and redirect all traffic to the new one. Preserve old platform URLs with redirects to the new canonical URLs for at least 90 days — external bookmarks and links will break without redirects, and the breakage is invisible until a user reports it. Archive the old platform data; do not delete it until the new platform has operated without incident for 6 months. The archive is the last line of recovery.

Do This

  • Produce a complete pre-migration inventory before any data moves
  • Import via API with explicit field mapping, not UI bulk upload
  • Run full validation before directing any users to the new platform
  • Operate both platforms in parallel for at least 2 weeks
  • Preserve old URL redirects for 90 days post-cutover

Avoid This

  • Start migration without a baseline inventory
  • Use UI bulk import because it is faster
  • Direct users to the new platform before validation is complete
  • Cut the anchor period to meet a deadline
  • Delete old platform data immediately after cutover