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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-3111] Improved management of reference data during upgrades - Proof of concept</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3111</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;br/&gt;
The Technical Council (TC) was asked to help find a solution to a problem system operators were having regarding upgrades and reference data, specifically customized controlled vocabularies.   The problem statement is described on the &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/SYSOPS/Upgrades+with+Reference+data&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;wiki &lt;/a&gt;.  This feature covers the creation and testing of a proof of concept for the solution proposed by the TC subgroup (see below)&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;br/&gt;
A platform-wide solution for an upgrade process with improved handling of reference data.&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Proof of concept and technical design work&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Updates to core libraries &amp;amp; components:  RMB / folio-spring-base / etc.&lt;/li&gt;
	&lt;li&gt;Developer facing and sysOps/Implementer facing documentation, upgrade guides etc.&lt;/li&gt;
	&lt;li&gt;External tooling to help facilitate resolution of conflicts between system-provided and customized reference data identified during the upgrade process.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Incomplete Reference Data Sets&lt;br/&gt;
Consider that the set of material types available in a release may be insufficient. Imagine that &#8216;Blu-Ray&#8217; is missing. A library tenant may then add a custom value for &#8216;Blu-Ray&#8217; and furthermore assign it to resources in Inventory. But in the subsequent release Folio addresses the issue and provides its own &#8216;Blu-Ray&#8217; material type. The two values are now in conflict.&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;Deleted or Suppressed Default Data Fields&lt;br/&gt;
Consider that the Folio distribution might include a predefined, default, set of Loan Types. An individual library tenant may not find this entire set of loan types to be relevant. Perhaps the institution is a small public library with limited lending capabilities. In this case they may want to suppress or remove the presentation of loan types that are not relevant to them.&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;Customizing Field Labels&lt;br/&gt;
Field labels may be customized for various reasons, including institutional conventions or local languages. Consider that a German Folio site wants to make a local change to labels: replacing &quot;can circulate&quot; with &quot;ausleihbar&quot; and not lose that change during an upgrade.&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;br/&gt;
The solution proposed by the TC is described &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/TC/Improved+Handling+of+Reference+Data+During+Upgrades&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;here&lt;/a&gt;.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13333">UXPROD-3111</key>
            <summary>Improved management of reference data during upgrades - Proof of concept</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                                            <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="-1">Unassigned</assignee>
                                                                <reporter accountid="5cf6c546b87c300f36eb7b9a">Craig McNally</reporter>
                                    <labels>
                    </labels>
                <created>Tue, 8 Jun 2021 16:21:58 +0000</created>
                <updated>Mon, 14 Feb 2022 12:39:27 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>9</watches>
                                                                    <issuelinks>
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            <issuekey id="56694">RMB-873</issuekey>
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                                        <issuelink>
            <issuekey id="79677">FOLIO-2655</issuekey>
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            <issuelink>
            <issuekey id="79746">FOLIO-3215</issuekey>
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