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Upgrading to 2.01 - What's involved? (A non-technical summary)

This is a non-technical checklist of what needs to be done to upgrade to Version 2.01 of the standard. (There  are a number of optional features, but this list contains the bottom line.)

Activity Standard

Things you MUST do

  • At the moment you can publish data fields (elements) in any order. In 2.01 you MUST published in the order specified here.
  • You MUST correctly report the version of the standard you are using
  • There are more mandatory fields. Each Activity MUST contain:
    • a valid activity identifier; a valid reporting organisation identifier; a funding or implementing organisation; a title and description; a start date; an activity status; a sector; a recipient-country or recipient-region
  • The way in which free text is reported has been changed to standardise multilingual reporting. This requires formatting changes to all text fields.
  • Currently fields defined by codes allow for accompanying descriptions. With the exception of countries and regions, the descriptions associated with codes MUST NOT be reported.
  • The codes used to define the following fields have to be changed (to make them language neutral)
    • Organisation role; Type of Activity Date; Transaction Type; Sector Vocabulary; Gazetteer Agency
  • You MUST report dates in the required format
  • Your own organisation identifier MUST be prefixed with a valid Organisation Registration Agency code

Things you MAY have to do

  • If you currently identify your organisation with an identifier derived from the OECD DAC, you MUST modify this to contain a valid Registration Agency Prefix (such as XM-DAC, or XI-IATI)
  • If you are currently using a version lower than 1.04 AND report details of sub-national geographic locations, you MUST adopt all the changes specified in the Version 1.04 upgrade
  • If you use any fields that have previously been deprecated (meaning that they have been marked as deleted from the standard but were still usable) you MUST NOT use them anymore.

 

Organisation Standard

Things you MUST do

  • At the moment you can publish data fields (elements) in any order. In 2.01 you MUST published in the order specified here.
  • You MUST correctly report the version of the standard you are using
  • You MUST change the name of the "iati-identifier" element to "organisation-identifier"  
  • The way in which free text is reported has been changed to standardise multilingual reporting. This requires formatting changes to all text fields.
  • Currently fields defined by codes allow for accompanying descriptions. With the exception of countries, the descriptions associated with codes MUST NOT be reported
  • Your own organisation identifier MUST be prefixed with a valid Organisation Registration Agency code
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