Date

23 Jul 2021

Attendees

Meeting Link

https://zoom.us/j/591934220
Password: folio-lsp

Goal

Discuss the TC Reference Data Upgrade Recommendation
- As a reminder: we had discussed this topic several times in SysOps. For example, also look at this (apart from the new Recommendation!)

Discussion items

Time	Item	Who	Notes
	Find a note taker	Ingolf
	The TC Reference Data Upgrade Recommandation	Wayne, Tod, all	Please look at the TC Reference Data Upgrade Recommendation, posted July 1st: Improved Handling of Reference Data During Upgrades - Technical Council - FOLIO Wiki Wayne Schneiderand Tod Olson were in the working group who write the recommendation, and they will be there today. They would like to give an opportunity to respond and ask questions.

Meeting Notes

Discussion of data migration between upgrades

Concern that system was inconsistent after an upgrade, this has been stablized

In the future Reference Data will overwrite any customization during an upgrade. Technical Council has a recommendation for this

Upgrades with Reference data - System Operations and Management SIG - FOLIO Wiki

Wayne presents slides (hopefully he can share his deck with the SIG)

Terminology is very important to understand in this situation
- Reference Data
- Default Data (comes with each FOLIO release, new data added during an update like contributor or material type
- Operational Data
Question: How large is a reference data entity? More than a label?
- Generally a UUID, potentially a Label or a Code. Some codes are used for two modules two build on each other (circulation rules built on other metadata)
- In inventory search, ISBN comes from IdentifierType of ISBN (IdentifierTypes are reference data)
- Records should be quite contained, but could mean a large number of things operationally
Working Group came up with a solution
- Split data into two groups Default and Operational
- Default comes from FOLIO and is never changed by the user
- Operational data contains any modifications
- The two sets are resolved during an update with a 3 way comparison
  - Old Default vs New Default
  - Old Default vs Old Operational
  - New Default vs Old Operational
Diagram of update process using Operator and SME roles
Two JIRA issues
- UXPROD-3111
- FOLIO-3215 (spike)
Links
- Original Discuss post: https://discuss.folio.org/t/reference-data-and-upgrades/2858
- Tech Council working group recommendation: https://folio-org.atlassian.net/wiki/display/TC/Improved+Handling+of+Reference+Data+During+Upgrades
- UXPROD-3111: UXPROD-3111 - Getting issue details... STATUS
- FOLIO-3215: FOLIO-3215 - Getting issue details... STATUS
  - POC spike is scheduled for R3 2021
  - Will be made Production ready in subsequent releases, SIG members that are interested in this should follow these two issues
Questions
- How does sample data fit into this?
  - It is considered throw-away data and is not in scope
- Should reference data always be loaded?
  - It depends on your use case
Remarks
- The main development item will be on creating reports, reconciliation will be done by the users. This process creates labels/tag (deprecated, custom, modified)
  - A shortcut could be to modify the "Record Label" but that is a little hacky
  - Where the label resides has not been determined yet
    - Could be in the database schema
  - If you have many reference data, and delete most of the operational data b/c it is not different; then after an upgrade it would need to be removed again
    - There are varying opinions
- A lot of reference data customization is for internationalization/multi-lingual, there is another effort to improve internationalization/multi-lingual in general with translation files
- Could more of the process be automated
  - A lot of risk with automated deprecation/deletion or modification (see new permissions API purge command as an example)

Action items

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