Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision |
evergreen-docs:2.11_needs [2016/09/06 10:47] – [Cataloging] sandbergja | evergreen-docs:2.11_needs [2017/02/14 18:31] – [Circulation] akilsdonk |
---|
====Administration==== | ====Administration==== |
| |
* 2.1.1. Add Date Header to Action Trigger Email/SMS Templates | * Add Date Header to Action Trigger Email/SMS Templates |
* Tablefunc Extension No Longer Required | * Tablefunc Extension No Longer Required |
* Purge User Activity | * Purge User Activity |
====Cataloging==== | ====Cataloging==== |
| |
* Authority Record Import Updates Editor, Edit Date. - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> | * <del>Authority Record Import Updates Editor, Edit Date.</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done! |
* Authority Propagation Updates Bib Editor / Edit Date - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> | * <del>Authority Propagation Updates Bib Editor / Edit Date</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done! |
* Bibliographic record source now copied to 901$s - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> | * <del>Bibliographic record source now copied to 901$s</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done! |
* Selectable Bibliographic Source Update - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> | * <del>Selectable Bibliographic Source Update</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done! |
| |
====Circulation==== | ====Circulation==== |
* "Canceled Transit" Item Status | * "Canceled Transit" Item Status |
* Copy Status "Is Available" Flag | * Copy Status "Is Available" Flag |
* Email Checkout Receipts | * Email Checkout Receipts - <html><span style="color:blue;font-weight:bold">Angela -Done, need to commit</span></html> |
* Set Per-OU Limits on Allowed Payment Amounts | * Set Per-OU Limits on Allowed Payment Amounts |
| |
| |
* Additional Fields Available for Display in Some Interfaces | * Additional Fields Available for Display in Some Interfaces |
| |
====OPAC==== | ====OPAC==== |
| |
* Merge Notification Preferences Tables in TPAC | * Merge Notification Preferences Tables in TPAC |
* Improved Holds Screens in My Account | * Improved Holds Screens in My Account - <html><span style="color:blue;font-weight:bold">Jeanette L.</span></html> |
* Statistically generated Record Ratings (Popularity) | * Statistically generated Record Ratings (Popularity) - <html><span style="color:blue;font-weight:bold">Angela -Done, need to commit</span></html> |
* Removal of Advanced Hold Options link when part holds are expected | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11_0#_popularity_boost_for_ranking_search_results|Use the full release notes]] as the documentation |
| * NOTE: Batch admin interfaces are only available in the web staff client. |
| * Removal of Advanced Hold Options link when part holds are expected - <html><span style="color:blue;font-weight:bold">Jeanette L.</span></html> |
| |
| |
**Acquisitions** | **Acquisitions** |
| |
* PO Line Item "paid" label <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">done</span></html> | * <del>PO Line Item "paid" label</del> <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">done</span></html> |
* Disencumber funds on invoice close <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">done</span></html> | * <del>Disencumber funds on invoice close</del> <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">done</span></html> |
* PO actions selector always visible <html><span style="color: green;font-weight: bold">no changes to documentation needed</span></html> | * <del>PO actions selector always visible</del> <html><span style="color: green;font-weight: bold">no changes to documentation needed</span></html> |
| |
**Administration** | **Administration** |
| |
* Additional fixed fields | * Additional fixed fields |
* Quickly export non-imported records | * <del>Quickly export non-imported records</del> <html><span style="color:blue;font-weight:bold">Remington</span> <span style="color: green;font-weight: bold">DONE</span></html> |
* Link personal name/title series added entries | * Link personal name/title series added entries |
* MARC stream importer authority records and repairs <html><span style="color:blue;font-weight:bold">Yamil</span> <span style="color: green;font-weight: bold">in progress</span></html> | * MARC stream importer authority records and repairs <html><span style="color:blue;font-weight:bold">Yamil</span> <span style="color: green;font-weight: bold">in progress</span></html> |
| |
* Alternate parts selection display when placing holds | * Alternate parts selection display when placing holds |
* web staff client patron editor | * web staff client patron editor :?: browser client |
* non-active status copy transit message | * non-active status copy transit message |
* selectively disallow opt-in based on patron's home library | * selectively disallow opt-in based on patron's home library |
**Client** | **Client** |
| |
* Hold count column picker option <html><span style="color:blue;font-weight:bold">Debbie</span> <span style="color: green;font-weight: bold">Complete!</span></html> | * <del>Hold count column picker option</del> <html><span style="color:blue;font-weight:bold">Debbie</span> <span style="color: green;font-weight: bold">Complete!</span></html> |
* Distinct images for pop-ups and slips | * Distinct images for pop-ups and slips |
| |
* Editable borrowing history <html><span style="color:blue;font-weight:bold">Jennifer</span></html> <html><span style="color: green;font-weight: bold">in progress</span></html> | * Editable borrowing history <html><span style="color:blue;font-weight:bold">Jennifer</span></html> <html><span style="color: green;font-weight: bold">in progress</span></html> |
* Patron history disable warning <html><span style="color:blue;font-weight:bold">Jennifer</span></html> <html><span style="color: green;font-weight: bold">in progress</span></html> | * Patron history disable warning <html><span style="color:blue;font-weight:bold">Jennifer</span></html> <html><span style="color: green;font-weight: bold">in progress</span></html> |
* Includes parts label when sorting copies in the public catalog <html><span style="color:blue;font-weight:bold">Debbie</span></html> <html><span style="color: green;font-weight: bold">completed</span></html> | * <del>Includes parts label when sorting copies in the public catalog</del> <html><span style="color:blue;font-weight:bold">Debbie</span></html> <html><span style="color: green;font-weight: bold">completed</span></html> |
* Search scope depth selection | * Search scope depth selection |
* Limiter to exclude electronic resources <html><span style="color:blue;font-weight:bold">Anna</span></html> <html><span style="color: green;font-weight: bold">completed</span></html> | * <del>Limiter to exclude electronic resources</del> <html><span style="color:blue;font-weight:bold">Anna</span></html> <html><span style="color: green;font-weight: bold">completed</span></html> |
* Expand unAPI API (May simply copy the [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html#_expand_unapi_api|release notes]]) | * <del>Expand unAPI API</del> <html><span style="color:blue;font-weight:bold">Jane S.</span> <span style="color: green;font-weight: bold">completed</span></html> |
* New form/genre search and facet index | * New form/genre search and facet index |
* Limit numbers of facets retrieved during search | * Limit numbers of facets retrieved during search |
* Password reset without an email address | * Password reset without an email address |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
* Administration | * Administration |
* [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_pre_expiration_a_t_event_definition|Pre-Expiration A/T Event Definition]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/5574d7e4587d3c3e7587|Gist]] | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_pre_expiration_a_t_event_definition|Pre-Expiration A/T Event Definition]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/5574d7e4587d3c3e7587|Gist]] FIXME |
* [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_upgrade_notes_2|Upgrade Notes]] | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_upgrade_notes_2|Upgrade Notes]] |
* Remove Script-Based Circulation Configuration | * Remove Script-Based Circulation Configuration |
* **WAIT:** Add to new section about Linked Data or TPAC Discoverability (Yamil?) | * **WAIT:** Add to new section about Linked Data or TPAC Discoverability (Yamil?) |
* [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_marc_tag_table_service|MARC Tag-table Service]] | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_marc_tag_table_service|MARC Tag-table Service]] |
* **EASY:** Add release notes to [[http://docs.evergreen-ils.org/dev/_web_client_preview.html|Web Staff Client docs]] under new "Cataloging" chapter after "122. Circulation - Patron Record" - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> | * **EASY:** Add release notes to [[http://docs.evergreen-ils.org/dev/_web_client_preview.html|Web Staff Client docs]] under new "Cataloging" chapter after "122. Circulation - Patron Record" - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> :?: browser client |
| |
* Circulation | * Circulation |
* [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_conditional_negative_balances|Conditional Negative Balances]] <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color:green;font-weight:bold"> Partially complete</span></html> Docs are updated, but I'm still working on a new billing section that explains the settings more clearly | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_conditional_negative_balances|Conditional Negative Balances]] <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color:green;font-weight:bold"> Partially complete</span></html> Docs are updated, but I'm still working on a new billing section that explains the settings more clearly |
* [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_selfcheck_inactivity_warning|Selfcheck Inactivity Warning]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/7811c59905a321807518|Gist]] | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_selfcheck_inactivity_warning|Selfcheck Inactivity Warning]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/7811c59905a321807518|Gist]] FIXME |
* [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_user_registration_includes_inactive_accounts_in_dupe_search|User Registration Includes Inactive Accounts in Dupe Search]] <html><span style="color:blue;font-weight:bold">[Lynn]</span></html> | * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_user_registration_includes_inactive_accounts_in_dupe_search|User Registration Includes Inactive Accounts in Dupe Search]] <html><span style="color:blue;font-weight:bold">[Lynn]</span></html> |
| |
* MARC Stream Importer Command line options <HTML><span style="color:blue;font-weight:bold">[Kathy]</span></HTML> | * MARC Stream Importer Command line options <HTML><span style="color:blue;font-weight:bold">[Kathy]</span></HTML> |
* OPAC | * OPAC |
* Added Content by ID <HTML><span style="color:blue;font-weight:bold">[Stompro]</span></HTML>[[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]] | * Added Content by ID <HTML><span style="color:blue;font-weight:bold">[Stompro]</span></HTML>[[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]] FIXME |
* Content Cafe Added Content Update <HTML><span style="color:blue;font-weight:bold">[Jim Keenan]</span></HTML> | * Content Cafe Added Content Update <HTML><span style="color:blue;font-weight:bold">[Jim Keenan]</span></HTML> |
* More RDA 264 tag support <HTML><span style="color:blue;font-weight:bold">[Yamil]</span></HTML> (Yamil wants to collaborate with any new DIG members on this simple feature.) | * More RDA 264 tag support <HTML><span style="color:blue;font-weight:bold">[Yamil]</span></HTML> (Yamil wants to collaborate with any new DIG members on this simple feature.) |
* Administration | * Administration |
* Default filter option for configuration screens - **bitesize** | * Default filter option for configuration screens - **bitesize** |
* Purge holds <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/965421a6f1650002f3fa|Working GIST]] | * Purge holds <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/965421a6f1650002f3fa|Working GIST]] FIXME |
* Circulation | * Circulation |
* Patron barcode regex for patron registration | * Patron barcode regex for patron registration |
* Floating Groups - Note: Developer documentation is done, but could use review for readability and to add screenshots. | * Floating Groups - Note: Developer documentation is done, but could use review for readability and to add screenshots. |
* Patron blocking by lost items and include lost as items out | * Patron blocking by lost items and include lost as items out |
* Print Single Item Receipt [[https://gist.github.com/alynn26/9766996|Submitted by Lynn Floyd, needs review]] | * Print Single Item Receipt [[https://gist.github.com/alynn26/9766996|Submitted by Lynn Floyd, needs review]] FIXME |
* Wrong-Shelf Holds in Clearable Shelf-Expired Holds List - Should be incorporated (with updated screenshots) in newly revived [[http://docs.evergreen-ils.org/dev/_managing_holds.html#_clearing_shelf_expired_holds|Holds documentation]] | * Wrong-Shelf Holds in Clearable Shelf-Expired Holds List - Should be incorporated (with updated screenshots) in newly revived [[http://docs.evergreen-ils.org/dev/_managing_holds.html#_clearing_shelf_expired_holds|Holds documentation]] |
* Adjustable font size in the staff client catalog - **bitesize** | * Adjustable font size in the staff client catalog - **bitesize** |
* User Setting Defaults | * User Setting Defaults |
* OPAC | * OPAC |
* Added Content by Record ID <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]] | * Added Content by Record ID <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]] FIXME |
* Conjoined items - update [[http://docs.evergreen-ils.org/2.4/_conjoined_items.html]] docs to update with tpac functionality and replace jspac screenshots with tpac screenshots. | * Conjoined items - update [[http://docs.evergreen-ils.org/2.4/_conjoined_items.html]] docs to update with tpac functionality and replace jspac screenshots with tpac screenshots. |
* OPAC maintenance message <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/f3081e1a302d8d716010|Working GIST]] | * OPAC maintenance message <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/f3081e1a302d8d716010|Working GIST]] FIXME |
* My List enhancements - Enhancements include improvement on navigation for My Lists by displaying a page number and allowing for navigation by page number; addition of pagination for items in a list; addition of My Lists Preferences tab in Account Preferences where users can identify the number of lists and the number of list items that should display in each page; and a prompt now displays when users select the Delete List button confirming that they really want to delete the list. Should be incorporated in [[http://docs.evergreen-ils.org/2.4/_my_lists.html|My Lists]] documentation.<html><span style="color:blue;font-weight:bold;">Jessica</span></html> | * My List enhancements - Enhancements include improvement on navigation for My Lists by displaying a page number and allowing for navigation by page number; addition of pagination for items in a list; addition of My Lists Preferences tab in Account Preferences where users can identify the number of lists and the number of list items that should display in each page; and a prompt now displays when users select the Delete List button confirming that they really want to delete the list. Should be incorporated in [[http://docs.evergreen-ils.org/2.4/_my_lists.html|My Lists]] documentation.<html><span style="color:blue;font-weight:bold;">Jessica</span></html> |
* Some new OPAC features (shelving location filter, set search context by shortname, RSS links to full catalog) should probably be incorporated in a larger "document the tpac" project. | * Some new OPAC features (shelving location filter, set search context by shortname, RSS links to full catalog) should probably be incorporated in a larger "document the tpac" project. |
* Item Attribute Editor | * Item Attribute Editor |
* Non-Cataloged Types Editor <html><span style="color:blue;font-weight:bold">[Debbie L.]</span></html> | * Non-Cataloged Types Editor <html><span style="color:blue;font-weight:bold">[Debbie L.]</span></html> |
| * Notifications / Action Triggers |
| * Using the "Test" tab (currently supported for circ triggers) |
* Patrons with Negative Balances <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> | * Patrons with Negative Balances <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> |
* Search Filter Groups | * Search Filter Groups |
* Hold Targeting and Hold Targeting script | * Hold Targeting and Hold Targeting script |
* Acquisitions | * Acquisitions |
* Patron Requests/Acquisition requests - [[https://gist.github.com/stompro/5768323e51326b8388a7|Notes Gist]] | * Patron Requests/Acquisition requests - [[https://gist.github.com/stompro/5768323e51326b8388a7|Notes Gist]] FIXME |
* Server Administration | * Server Administration |
* Actor Stat Cat Sip Fields | * Actor Stat Cat Sip Fields |
* Import Match Sets | * Import Match Sets |
* User Setting Types <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> | * User Setting Types <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> |
* Database Backup and Restore Documentation [[https://gist.github.com/stompro/b9d44ed44f57f4e1a54c|Notes/In Progress Gist]] | * Database Backup and Restore Documentation [[https://gist.github.com/stompro/b9d44ed44f57f4e1a54c|Notes/In Progress Gist]] FIXME |
* Loop-Based Hold Targeting & Pickup Location Weight [[https://gist.github.com/stompro/f22ebdb8521193b84408|Notes/In Progress Gist]] | * Loop-Based Hold Targeting & Pickup Location Weight [[https://gist.github.com/stompro/f22ebdb8521193b84408|Notes/In Progress Gist]] FIXME |
* Override Permissions - need docs that explain that any event can have an override permission created. | * Override Permissions - need docs that explain that any event can have an override permission created. |
* Z39.50 server setup - [[https://coffeecode.net/egdocs/1.6/draft/html/z3950.html|DBS docs on setting up Z39.50 Server]] | * Z39.50 server setup - [[https://coffeecode.net/egdocs/1.6/draft/html/z3950.html|DBS docs on setting up Z39.50 Server]] |