Migrating to Quartex

"Migrating this amount of content to a new platform requires a lot of time, training, and technical expertise."
Darryl Stuhr, Director for Digitization and Digital Preservation Services, Baylor University


Migrating your digital content from an existing platform to a new system offers many opportunities for improving the way you organize and present your content. Personalized training and support from a vendor can make the transition easier. 

Here are just some of the ways we support you when you migrate to Quartex.


How long does it take to migrate to Quartex?

There is no fixed timeline for migrating to Quartex. The system is flexible, and training can be organized according to your needs and preferred timeline. If you are migrating from an existing platform or from multiple platforms, we recommend that you plan according to your current contract obligations. If your contract is renewing in a year or less, start the planning process now.

Factors that you may need to consider in your timeline include:

  • researching new solutions
  • contracting guidelines dictated by your institution (e.g. will you need to issue an RFP?)
  • extracting data from your current system(s)
  • data clean-up (if necessary)
  • getting your content into the new platform and learning new workflows
  • publishing an engaging, customized website
  • redirecting from old URLs to your new site
  • promoting your new platform and growing your digital presence

Clients migrating to Quartex have completed this work in as little as three months and as much as a year. Teams working in Quartex range from one or two people to larger committees. Some clients focus on migration for a dedicated period, while others tackle it as time is available. Each institution is different and whatever your preferred approach, we can help you be successful.

Each Quartex client receives personalized support and attention from our Customer Experience team. Once a contract is signed, we will ask you to complete an onboarding questionnaire to help us understand your needs and goals. You will receive one-on-one training as well as access to the Quartex Community Platform for project management resources, and support and connection to the larger Quartex community for idea sharing.


Do I need to clean up my data before ingesting into a new system?

Standardizing your data is always a good idea but this work can be done using external tools or with bulk and overwrite functionality available in the platform. We can consult with you on what might be best for your specific repository. For clients who need support with data clean-up, the Quartex team can work with you through a more hands-on approach for an agreed fee.


Can Quartex handle the migration and site build for me?

The majority of Quartex clients complete their work independently with training, consultation, and support from Quartex’s Customer Experience team.

If your repository has a condensed timeline for migration and/or lacks the staffing needed to handle the migration, we offer a more comprehensive solution including site build and design, as a fee-based service.

Fast-tracking your program to its completion, this service includes the creation of a full implementation plan, and may include any or all of the following elements, according to your needs:

  • data clean-up
  • ingesting your assets and metadata into your Quartex instance
  • cataloging your assets
  • setting up your site in terms of administration
  • designing and building your front-end site



Texas Wesleyan University

Partnership working to fast-track publication

The team at Texas Wesleyan University's Eunice and James L. West Library set an ambitious target of building and launching its new digital collections site in three months and, to achieve this aim without impacting other projects, took advantage of Quartex’s site-build service to design and implement its front-end site.


Get in touch to find out more

If you have any queries regarding the Quartex platform please contact us.