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evergreen-docs:outline [2010/10/26 10:55] – rsoulliere | evergreen-docs:outline [2022/02/10 13:34] (current) – external edit 127.0.0.1 |
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* Chapter: **Search URL** - from [[http://www.open-ils.org/dokuwiki/doku.php?id=opac:dynamic_api]] <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Search URL** - from [[http://www.open-ils.org/dokuwiki/doku.php?id=opac:dynamic_api]] <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Search Results and Details Pages** - from SITKA DocBook <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Search Results and Details Pages** - from SITKA DocBook <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **My Account** (Lindsay Stratton provided content; converted to XML by Steve Sheppard) <HTML><span style="color: orange;font-weight: bold">NEEDS WORK</span></HTML> | * Chapter: **My Account** <HTML><span style="color: green;font-weight: bold">Done</span></HTML> |
* Section: Logging In (including required password change on first login, as well as self selected username alternative to card number) | * Section: Logging In (including required password change on first login, as well as self selected username alternative to card number) |
* Section: Password Reset - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section: Password Reset - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Account Preferences | * Section: Account Preferences |
* Section: My Bookbags | * Section: My Bookbags |
* Chapter: **Self Check** - //Robert Soulliere// <HTML><span style="color: blue;font-weight: bold">Assigned</span></HTML> | * Chapter: **Self Check** (simple self check interface and not to be confused with complex SIP server and hardware setup. SIP server configuration is in the SIP server chapter.) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
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===== Part: Core Staff Tasks ===== | ===== Part: Core Staff Tasks ===== |
* Chapter: **System Requirements and Recommended Configuration(s)** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **System Requirements and Recommended Configuration(s)** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Evergreen Installation** | * Chapter: **Evergreen Installation** |
* Section: **Server-side Installation** //Steve Sheppard// <HTML><span style="color:blue;font-weight: bold">ASSIGNED</span></HTML> | * Section: **Server-side Installation** - //Steve Sheppard// <HTML><span style="color:green;font-weight: bold">DONE</span></HTML> |
* Section: Installing Evergreen 1.6.1.x On Ubuntu and Debian <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=server:1.6.1:install&s[]=1&s[]=6&s[]=0&s[]=7">http://evergreen-ils.org/dokuwiki/doku.php?id=server:1.6.1:install&s[]=1&s[]=6&s[]=0&s[]=7</a></HTML> | * Section: Installing Evergreen 1.6.1.x On Ubuntu and Debian <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=server:1.6.1:install&s[]=1&s[]=6&s[]=0&s[]=7">http://evergreen-ils.org/dokuwiki/doku.php?id=server:1.6.1:install&s[]=1&s[]=6&s[]=0&s[]=7</a></HTML> |
* Section: Installing OpenSRF 1.4.x On Ubuntu and Debian <HTML><span style="color:green;font-weight: bold">DONE</span> - from: <a href="http://www.open-ils.org/dokuwiki/doku.php?id=opensrf:1.4:install">http://evergreen-ils.org/dokuwiki/doku.php?id=opensrf:1.4:install</a></HTML> | * Section: Installing OpenSRF 1.4.x On Ubuntu and Debian <HTML><span style="color:green;font-weight: bold">DONE</span> - from: <a href="http://www.open-ils.org/dokuwiki/doku.php?id=opensrf:1.4:install">http://evergreen-ils.org/dokuwiki/doku.php?id=opensrf:1.4:install</a></HTML> |
* Section: Installing in Virtualized Unix Environments <HTML><span style="color: orange;font-weight: bold">NEEDS WORK</span></HTML> | * Section: Installing in Virtualized Unix Environments <HTML><span style="color:green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Staff Client Installation** //Steve Sheppard// <HTML><span style="color:blue;font-weight: bold">ASSIGNED</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client</a> | * Chapter: **Staff Client Installation** - //Steve Sheppard// <HTML><span style="color:green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client</a> |
</HTML> | </HTML> |
* Chapter: **Upgrading to Version 1.6 from Version 1.4** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://www.open-ils.org/dokuwiki/doku.php?id=upgrading:evergreen:1.4_to_1.6">http://www.open-ils.org/dokuwiki/doku.php?id=upgrading:evergreen:1.4_to_1.6</a></HTML> | * Chapter: **Upgrading to Version 1.6 from Version 1.4** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://www.open-ils.org/dokuwiki/doku.php?id=upgrading:evergreen:1.4_to_1.6">http://www.open-ils.org/dokuwiki/doku.php?id=upgrading:evergreen:1.4_to_1.6</a></HTML> |
* Section: Configuring PostgreSQL <HTML><span style="color:green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=postgresql:8.2:debian&s[]=postgresql">http://evergreen-ils.org/dokuwiki/doku.php?id=postgresql:8.2:debian&s[]=postgresql</a></HTML> | * Section: Configuring PostgreSQL <HTML><span style="color:green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=postgresql:8.2:debian&s[]=postgresql">http://evergreen-ils.org/dokuwiki/doku.php?id=postgresql:8.2:debian&s[]=postgresql</a></HTML> |
* Section: Cron Jobs - //Ben Shum// <HTML><span style="color: blue;font-weight: bold">ASSIGNED</span> </HTML> | * Section: Cron Jobs - //Ben Shum// <HTML><span style="color: blue;font-weight: bold">ASSIGNED</span> </HTML> |
* Chapter: **Server Administration** (System-wide customization options) - //Robert Soulliere & Roma Matott// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Server Administration** (System-wide customization options) - //Robert Soulliere & Roma Matott// |
* Section: Organizational Unit Types and Organizational Units | * Section: Organizational Unit Types and Organizational Units <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Adjusting Search Relevancy Rankings | * Section: User and Group Permissions <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: User and Group Permissions | * Section: Copy Status <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Copy Status | * Section: MARC Codes <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
* Section: Billing Types | * Section: Billing Types <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Circulation Modifiers | * Section: Z39.50 Servers <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
| * Section: Circulation Modifiers <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Booking Module - //Jeremy Buhler// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> - adapted from [[http://evergreen-ils.org/dokuwiki/doku.php?id=booking|http://evergreen-ils.org/dokuwiki/doku.php?id=booking]] | * Section: Booking Module - //Jeremy Buhler// <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> - adapted from [[http://evergreen-ils.org/dokuwiki/doku.php?id=booking|http://evergreen-ils.org/dokuwiki/doku.php?id=booking]] |
* Section: Email Notifications | * Section: Email Notifications <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Cataloging Templates | * Section: Cataloging Templates <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Local Administration** (Local customizatioon options & tools for admin staff at all org-unit levels, excluding reporting which gets its own chapter) //Roma Matott// | * Section: Adjusting Search Relevancy Rankings <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Chapter: **Local Administration** (Local customizatioon options & tools for admin staff at all org-unit levels, excluding reporting which gets its own chapter) |
* Section:Receipt Template Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Receipt Template Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section:Global Font and Sound Settings <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Global Font and Sound Settings <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section:Library Settings Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Library Settings Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section:Non-Catalogued Type Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Non-Catalogued Type Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section:Group Penalty Thresholds <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | |
* Section:Statistical Categories Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Statistical Categories Editor <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Section: Standing Penalties <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
| * Section: Group Penalty Thresholds <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Section: Field Documentation -- Contributed by James Fournie <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Section: Notifications/Action Triggers <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
* Section:Surveys <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Surveys <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Section: Reports <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> - //needs expanding: SQL reports, source information// |
* Section:Cash Reports <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section:Cash Reports <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Section: Transit List <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
| * Section: Circulation Policies <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
* Section: Hold Policies <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> | * Section: Hold Policies <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
* Chapter: **Migrating Data** (general principles, perhaps supplemented with specific examples when possible?) - //Contribution by Repke de Vries, by IISH .. & Roma Matott// <HTML><span style="color: blue;font-weight: bold">ASSIGNED</span></HTML> | * Chapter: **Migrating Data** (general principles, perhaps supplemented with specific examples when possible?) - //Robert Soulliere, contribution by Repke de Vries, IISH// <HTML><span style="color: orange;font-weight: bold">NEEDS review and examples.</span></HTML> |
* Chapter: **Z39.50 Server** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:sru_and_z39.50&s[]=z3950">http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:sru_and_z39.50&s[]=z3950</a></HTML> | * Chapter: **Z39.50 Server** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:sru_and_z39.50&s[]=z3950">http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:sru_and_z39.50&s[]=z3950</a></HTML> |
* Chapter: **SIP2** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip&s[]=sip">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip&s[]=sip</a> and <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip_support&s[]=sip">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip_support&s[]=sip</a></HTML> | * Chapter: **SIP2** - //Robert Soulliere// <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip&s[]=sip">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip&s[]=sip</a> and <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip_support&s[]=sip">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:sip_support&s[]=sip</a></HTML> |
===== Part: Reports ===== | ===== Part: Reports ===== |
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| * Chapter: **Starting and Stopping the Reporter Daemon** <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Folders** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Folders** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Creating Templates** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Creating Templates** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Running Recurring Reports** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Running Recurring Reports** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Template Terminology** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **Template Terminology** (Robert Soulliere from SITKA DocBook) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Chapter: **SQL Reports** <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> |
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===== Part: Third Party System Integration ===== | ===== Part: Third Party System Integration ===== |
* Chapter: **JSON** - Robert Soulliere will convert content from wiki <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:jsontutorial&s[]=json">http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:jsontutorial&s[]=json</a></HTML> | * Chapter: **JSON** - Robert Soulliere will convert content from wiki <HTML><span style="color: green;font-weight: bold">DONE</span> - from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:jsontutorial&s[]=json">http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:jsontutorial&s[]=json</a></HTML> |
* Chapter: **File Structure and Configuration Files** <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Chapter: **File Structure and Configuration Files** <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Customizing the Staff Client** (theme, labels & messages, key mappings) - <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> | * Chapter: **Customizing the Staff Client** (theme, labels & messages) <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **Customizing the OPAC** - Robert Soullere | * Chapter: **Customizing the OPAC** - Robert Soullere |
* Section: Color Schemes <HTML><span style="color: green;font-weight: bold">DONE</span> - based on: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:opac&s[]=color&s[]=scheme">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:opac&s[]=color&s[]=scheme</a></HTML> | * Section: Color Schemes <HTML><span style="color: green;font-weight: bold">DONE</span> - based on: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:opac&s[]=color&s[]=scheme">http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:opac&s[]=color&s[]=scheme</a></HTML> |
* Section: BibTemplate <HTML><span style="color: green;font-weight: bold">DONE</span> - partly based on: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=opac:bibtemplate&s[]=bibtemplate">http://evergreen-ils.org/dokuwiki/doku.php?id=opac:bibtemplate&s[]=bibtemplate</a> and from Dan Scott's presentation at the Evergreen International Conference, 2010</HTML> | * Section: BibTemplate <HTML><span style="color: green;font-weight: bold">DONE</span> - partly based on: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=opac:bibtemplate&s[]=bibtemplate">http://evergreen-ils.org/dokuwiki/doku.php?id=opac:bibtemplate&s[]=bibtemplate</a> and from Dan Scott's presentation at the Evergreen International Conference, 2010</HTML> |
* Section: Integrated Catalog Search Box <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | * Section: Integrated Catalog Search Box <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Section: Customizing the Slimpac <HTML><span style="color: orange;font-weight: bold">NEEDS WORK</span></HTML> | * Section: Customizing the Slimpac <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
* Chapter: **SuperCat Web Services** | * Chapter: **SuperCat Web Services** |
* Section: Searching with SuperCat - Robert Soulliere <HTML><span style="color: green;font-weight: bold">DONE</span>- from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=backend-devel:supercat:examples&s[]=supercat">http://evergreen-ils.org/dokuwiki/doku.php?id=backend-devel:supercat:examples&s[]=supercat</a></HTML> | * Section: Searching with SuperCat - Robert Soulliere <HTML><span style="color: green;font-weight: bold">DONE</span>- from: <a href="http://evergreen-ils.org/dokuwiki/doku.php?id=backend-devel:supercat:examples&s[]=supercat">http://evergreen-ils.org/dokuwiki/doku.php?id=backend-devel:supercat:examples&s[]=supercat</a></HTML> |
* Section: Customizing SuperCat Results - <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> | * Section: Customizing SuperCat Results - <HTML><span style="color: green;font-weight: bold">done - very basic</span></HTML> |
* Section: Adding Formats to SuperCat - <HTML><span style="color: red;font-weight: bold">NEEDED</span></HTML> | * Section: Adding Formats to SuperCat - <HTML><span style="color: green;font-weight: bold">done - very basic</span></HTML> |
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===== Appendices ===== | ===== Appendices ===== |