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evergreen-docs:documentation_needs [2019/07/31 09:32] – [Cataloging] rjs7 | evergreen-docs:documentation_needs [2024/05/31 10:20] – [3.12 Documentation Still Needed] smorrison |
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^ **1. Choose a Task** ^ **2. Read Release Notes** ^ **3. Update the Docs** ^ | ^ **1. Choose a Task** ^ **2. Read Release Notes** ^ **3. Update the Docs** ^ |
| \\ - Look at the task list below and add your name next to a task\\ - Need a wiki account? [[docs@evergreen-ils.org|Just ask]]. | \\ - Review the release notes entry for the feature (and/or the Launchpad bug)\\ - It may need a new section in one or more of the [[http://docs.evergreen-ils.org|official manuals]]\\ - It may fit within an existing section\\ - It may only need updated screenshots\\ - You may be able to simply copy the release note into the appropriate section | \\ - Make corrections in any\\ format (perhaps by editing\\ on GitHub) and share with the [[open-ils-documentation@list.georgialibraries.org|email list]]\\ - Learn more about [[evergreen-docs:how-to-contribute-documentation|ways to contribute your changes]] | | | \\ - Look at the task list below and add your name next to a task\\ - Need a wiki account? [[docs@evergreen-ils.org|Just ask]]. | \\ - Review the release notes entry for the feature (and/or the Launchpad bug)\\ - It may need a new section in one or more of the [[http://docs.evergreen-ils.org|official manuals]]\\ - It may fit within an existing section\\ - It may only need updated screenshots\\ - You may be able to simply copy the release note into the appropriate section | \\ - Make corrections in any\\ format (perhaps by editing\\ on GitHub) and share with the [[evergreen-documentation@list.evergreen-ils.org|email list]]\\ - Learn more about [[evergreen-docs:how-to-contribute-documentation|ways to contribute your changes]] | |
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==== Style Guide ==== | ==== Style Guide ==== |
* Remember to follow (and improve) the [[evergreen-docs:dig_style_guide|DIG Style Guide]] | * Remember to follow (and improve) the [[evergreen-docs:dig_style_guide|DIG Style Guide]] |
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===== EASY Tasks for New Contributors ===== | ====3.12 Documentation Still Needed==== |
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**Bitesize (simple) documentation bugs on [[https://bugs.launchpad.net/evergreen/?field.searchtext=&orderby=-importance&search=Search&field.status%3Alist=NEW&field.status%3Alist=CONFIRMED&field.status%3Alist=TRIAGED&field.status%3Alist=INPROGRESS&field.status%3Alist=FIXCOMMITTED&field.status%3Alist=INCOMPLETE_WITH_RESPONSE&field.status%3Alist=INCOMPLETE_WITHOUT_RESPONSE&assignee_option=any&field.tag=bitesize-doc+&field.tags_combinator=ANY|Launchpad]]**: | List here all extant documentation needed for Evergreen version 3.12: |
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* **Documentation needed for adjustable font size in the catalog** | * Hatch Print Config Angular Port ([[https://bugs.launchpad.net/evergreen/+bug/1965326|LP1965326]]) - there's not a lot on Hatch in general in the documentation. |
* [[https://bugs.launchpad.net/evergreen/+bug/1250528|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_using_the_browser_staff_client.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/admin/web-client-browser-best-practices.adoc|Edit on GitHub]] | * Shelving Locations Editor: Hide deleted shelving locations by default ([[https://bugs.launchpad.net/evergreen/+bug/1917092|LP1917092]]) - can likely just be a quick/short addition maybe in the intro or in the section about deleting |
* To fix this, let's add a section about browser font size controls to the "Using the Browser Staff Client" chapter | * Staff can now set a default item alert type for new item alerts ([[https://bugs.launchpad.net/evergreen/+bug/2017673|LP2017673]]) |
* [[https://support.mozilla.org/en-US/kb/font-size-and-zoom-increase-size-of-web-pages|Mozilla Firefox]] | * Two new filter combo boxes have been added to the Holds Pull List ([[https://bugs.launchpad.net/evergreen/+bug/1968070|LP1968070]]) - (Done 5.31.24 - SM) |
* [[https://support.google.com/chrome/answer/96810?hl=en|Google Chrome]] | * Grids throughout the staff client now have an option to print only rows that the user has selected, rather than printing all rows in the grid([[https://bugs.launchpad.net/evergreen/+bug/2037128|LP2037128]]) - Susan can take this one too |
| * Adds display of upcoming closures (as entered in the Closed Dates Editor) to the library information pages in the OPAC. ([[https://bugs.launchpad.net/evergreen/+bug/2017913|LP2017913]]) |
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* **Add tips for using the browser bookmarks toolbar in place of the XUL button bar** | ====3.13 Documentation Still Needed==== |
* [[https://bugs.launchpad.net/evergreen/+bug/1751146|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_best_practices_for_using_the_browser.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/admin/web-client-browser-best-practices.adoc|Edit on GitHub]] | |
* [[https://support.google.com/chrome/answer/188842?hl=en&co=GENIE.Platform=Desktop|Managing Bookmarks in Google Chrome]] | \\ |
* We may want to include tips about [[https://support.google.com/chrome/answer/2391819?co=GENIE.Platform%3DDesktop&hl=en|Managing Tabs in Google Chrome]] | ===== EASY Tasks for New Contributors ===== |
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| **Bitesize (simple) documentation bugs on [[https://bugs.launchpad.net/evergreen/?field.searchtext=&orderby=-importance&search=Search&field.status%3Alist=NEW&field.status%3Alist=CONFIRMED&field.status%3Alist=TRIAGED&field.status%3Alist=INPROGRESS&field.status%3Alist=FIXCOMMITTED&field.status%3Alist=INCOMPLETE_WITH_RESPONSE&field.status%3Alist=INCOMPLETE_WITHOUT_RESPONSE&assignee_option=any&field.tag=bitesize-doc+&field.tags_combinator=ANY|Launchpad]]**: |
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* **Update "Holds Management" section for web client** | * **Update "Holds Management" section for web client** |
* [[https://bugs.launchpad.net/evergreen/+bug/1775402|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_holds_management.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/circulation/advanced_holds.adoc|Edit on GitHub]] | * [[https://bugs.launchpad.net/evergreen/+bug/1775402|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_holds_management.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/circulation/advanced_holds.adoc|Edit on GitHub]] |
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* **Update "Address Alert" section for web client** | * **Move images into dedicated page subfolder** |
* [[https://bugs.launchpad.net/evergreen/+bug/1776977|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_address_alert.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/admin/lsa-address_alert.adoc|Edit on GitHub]] | * [[https://bugs.launchpad.net/evergreen/+bug/2060219|Details on Launchpad]] |
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| * **Give example for importing stat cats via Holdings Import Profile** |
| * [[https://bugs.launchpad.net/evergreen/+bug/1845499|Details on Launchpad]] |
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| * **Record bucket search by item type** |
| * [[https://bugs.launchpad.net/evergreen/+bug/1845253|Details on Launchpad]] |
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| * **Archive stat cats clarification** |
| * [[https://bugs.launchpad.net/evergreen/+bug/1836221|Details on Launchpad]] |
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**Pull Requests ready for review** (according to [[https://bugs.launchpad.net/evergreen/+bugs?field.searchtext=&orderby=-importance&field.status%3Alist=NEW&field.status%3Alist=CONFIRMED&field.status%3Alist=TRIAGED&field.status%3Alist=INPROGRESS&field.status%3Alist=FIXCOMMITTED&field.status%3Alist=INCOMPLETE_WITH_RESPONSE&field.status%3Alist=INCOMPLETE_WITHOUT_RESPONSE&field.tag=documentation+pullrequest&field.tags_combinator=ALL|Launchpad]]): | **Pull Requests ready for review** |
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* **Replace screenshots in "Circulating Items" chapter** | * [[https://bugs.launchpad.net/evergreen/+bugs?field.searchtext=&orderby=-importance&field.status%3Alist=NEW&field.status%3Alist=CONFIRMED&field.status%3Alist=TRIAGED&field.status%3Alist=INPROGRESS&field.status%3Alist=FIXCOMMITTED&field.status%3Alist=INCOMPLETE_WITH_RESPONSE&field.status%3Alist=INCOMPLETE_WITHOUT_RESPONSE&field.tag=documentation+pullrequest&field.tags_combinator=ALL|See Launchpad]] |
* [[https://bugs.launchpad.net/evergreen/+bug/1778712|Details on Launchpad]], [[http://docs.evergreen-ils.org/dev/_circulating_items.html|Current Docs]], [[http://git.evergreen-ils.org/?p=working/Evergreen.git;a=commit;h=60617734450f9891462a850534ab08ae31444c34|Git Working Branch]] | |
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* **"Delete record" option missing from OPAC view** | |
* [[https://bugs.launchpad.net/evergreen/+bug/1803415|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_working_with_the_marc_editor.html|Current Docs]] (no mention of Delete yet) - [[https://github.com/evergreen-library-system/Evergreen/pull/80|GitHub Pull Request]] | |
* Possible places to link to the new section: | |
* [[http://docs.evergreen-ils.org/dev/_record_buckets.html|Record Buckets]] | |
* [[http://docs.evergreen-ils.org/dev/_deleting_copies_from_the_catalogue.html|Deleting Copies from the Catalogue]] | |
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**Add Terms and Definitions to the Glossary** | **Add Terms and Definitions to the Glossary** |
* [[evergreen-docs:glossary|Glossary wiki page (draft)]] | * [[evergreen-docs:glossary|Glossary wiki page (draft)]] |
| * [[https://bugs.launchpad.net/evergreen/+bug/1855451|Glossary Committed to Master]]. Please add any additional terms and definitions. <html><span style="color: green;font-weight: bold"> UPDATED!!</span></html> |
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**Documentation Re-Organization Clean Up Tasks** | **Documentation Re-Organization Clean Up Tasks** |
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==== Acquisitions ==== | ==== Acquisitions ==== |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_acquisitions|Angular Providers Interface]] -- could use some re-writing and new screenshots. |
* [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Invoice Closed Date and Closed By Fields]] -- it would be helpful to document the advice about creating report templates here | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Invoice Closed Date and Closed By Fields]] -- it would be helpful to document the advice about creating report templates here |
* [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Inline Item Detail View]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML> | * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Inline Item Detail View]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML> |
* Consider borrowing from [[http://docs.sitka.bclibraries.ca/Acq/current/html/line-item-detailed-view.html|SITKA's chapter on this subject]] :!: (old link) | * Consider borrowing from [[https://docs.libraries.coop/acquisitions/_line_items.html#lineitem-detail|SITKA's chapter on this subject]] |
* [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Lineitem Order Identifiers]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML> | * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Lineitem Order Identifiers]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML> |
* Consider borrowing from [[http://docs.sitka.bclibraries.ca/Acq/current/html/identifier-selector.html|SITKA's chapter on this subject]] :!: (old link) | * Consider borrowing from [[https://docs.libraries.coop/acquisitions/_line_items.html#order-identifier|SITKA's chapter on this subject]] |
* [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Purchase Order and other Interface Improvements]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML> | * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Purchase Order and other Interface Improvements]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML> |
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=== Notification / Action Triggers === | === Notification / Action Triggers === |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|3 Day Courtesy Notice by SMS]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|3 Day Courtesy Notice by SMS]] <html><span style="color:blue;font-weight:bold">stephengwills</span></html> |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Action/Trigger Events Data Purging]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Action/Trigger Events Data Purging]] |
* [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|get_org_unit_ancestor_at_depth Helper Added to Action Trigger Reactor Helpers]] | * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|get_org_unit_ancestor_at_depth Helper Added to Action Trigger Reactor Helpers]] |
=== Circulation Administration === | === Circulation Administration === |
* [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Permission Group Display Entries]] | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Permission Group Display Entries]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_standing_penalty_admin_page|Angular Standing Penalty Admin Page]] |
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=== Credit Card Processing === | === Credit Card Processing === |
* [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Credit Processor Stripe Settings Permissions]] | * <del>[2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Credit Processor Stripe Settings Permissions]]</del> - Done |
* [2.10] Credit card receipts and privacy (May simply copy the [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html#_credit_card_receipts_and_privacy|release notes]]) | * [2.10] Credit card receipts and privacy (May simply copy the [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html#_credit_card_receipts_and_privacy|release notes]]) |
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* [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Add separate make target for translators]] | * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Add separate make target for translators]] |
* [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Allow admin to specify where Perl modules will be installed]] | * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Allow admin to specify where Perl modules will be installed]] |
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| === Integration with other software === |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_configurable_apis_for_patron_authentication_and_retrieval|Configurable APIs for Patron Authentication and Retrieval]] |
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=== Other (or not categorized yet) === | === Other (or not categorized yet) === |
* <del>[3.3] ([[https://bugs.launchpad.net/bugs/1805897|Bug #1805897]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Include Item Status in marc_export Items Export]]</del> | * Admin interfaces updated to Angular (probably just need new screenshots) |
* <del>[3.3] ([[https://bugs.launchpad.net/bugs/1805897|Bug #1805897]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Ability to Reingest Certain Record Attributes In pingest.pl]]</del> | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_organizational_units_admin_page|New Angular interface for Organizational Unit Administration]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Latency Tester Tool]] | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_port_org_unit_type_admin_to_angular|New Angular interface for OU Type]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_port_local_administration_page_to_angular|New Angular local admin interfaces]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_port_permission_group_admin_to_angular|New permission group admin interface]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_server_managed_print_templates_for_angular|Server-Managed Print Templates for Angular]] |
| * [3.2] Switching workstation settings to user settings: see [[https://markmail.org/message/hfaogumstphagscy|this email]], [[http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119|this irc message]], [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html#_browser_client_settings_amp_preferences_stored_on_the_server|these release notes]], and especially [[https://markmail.org/message/njz7qt7lfmhmtjgo|this email]] |
| * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Latency Tester Tool]] <html><span style="color:blue;font-weight:bold">[Lynn Floyd]</span></html> |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Description Field to Circulation and Hold Configuration Entries]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Description Field to Circulation and Hold Configuration Entries]] |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Configurable Bib Record Display Fields]] -- this would be helpful with an example of how to display these fields in notification templates and/or elsewhere | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Configurable Bib Record Display Fields]] -- this would be helpful with an example of how to display these fields in notification templates and/or elsewhere |
* [3.0] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Fix COPY_STATUS_LONGOVERDUE.override Permission Typo]]</del> <html><span style="color:blue;font-weight:bold">katiegmartin</span></html> <html><span style="color: green;font-weight: bold"> correct in circulating_items_web_client.adoc</span></html> | |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Hold Targeter V2 Repairs and Improvements]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Hold Targeter V2 Repairs and Improvements]] |
* START WITH: [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html#_batch_hold_targeter_speed_up_and_new_features|Batch Hold Targeter Speed-up and New Features]] (just copy the release notes entry to the docs) | * START WITH: [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html#_batch_hold_targeter_speed_up_and_new_features|Batch Hold Targeter Speed-up and New Features]] (just copy the release notes entry to the docs) |
==== Architecture ==== | ==== Architecture ==== |
* [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Database Support for PostgreSQL 10]] | * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Database Support for PostgreSQL 10]] |
* <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Ubuntu 18.04 Bionic Beaver]]</del> | |
* [3.1] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Sample Data Includes Surveys]]</del> -- added to the wiki page about concerto data: https://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins | |
* <del>[3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Virtual Index Definitions]] - **[[https://github.com/evergreen-library-system/Evergreen/pull/70|GitHub PR #70]]**</del> | |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Pure-SQL catalog searching]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Pure-SQL catalog searching]] |
* NOTE: This was a big change! It may be worth writing more about it, maybe in the developer docs section. | * NOTE: This was a big change! It may be worth writing more about it, maybe in the developer docs section. |
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| ==== Booking ==== |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Booking Capture in Angular]] -- just needs some updated screenshots |
==== Cataloging ==== | ==== Cataloging ==== |
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| * Holdings Editor Defaults - especially around call number defaults |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_cataloging|Manage Authorities angular version]] -- some light updates and perhaps some screenshots would be helpful |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_cataloging|MARC Batch Edit angular version]] -- some light updates and perhaps some screenshots would be helpful |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_administration|Preloaded Audio Icon and Search Format]] -- should be added to [[https://docs.evergreen-ils.org/eg/docs/latest/admin/MARC_RAD_MVF_CRA.html#_search_and_icon_formats|this documentation]]. Also, that documentation should probably also be included in the cataloging area (maybe as an [[https://docs.antora.org/antora/2.2/asciidoc/include-partial/|antora partial]]?). |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_cancel_edit_button_in_record_merge_interface|New Cancel Edit Button In Record Merge Interface]] <html><span style="color:blue;font-weight:bold">jweston</span></html> |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_staff_catalog_basket_export_option|Staff Catalog Basket Export Option]] <html><span style="color:blue;font-weight:bold">jweston</span></html> |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_copy_edit_interface_display_modifications|Copy Edit Interface Display Modifications]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_options_for_importing_copies|New options for importing copies]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_enhanced_request_items_functionality|Enhanced request items functionality]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_display_codes_in_physical_characteristics_wizard_drop_downs_lp_1776003|Display Codes in Physical Characteristics Wizard Drop-downs]] -- might be worth a screenshot |
| * [3.3] Experimental Angular Staff Catalog |
* MARC Import/Export (a.k.a. Vandelay): | * MARC Import/Export (a.k.a. Vandelay): |
* [3.3] ([[https://bugs.launchpad.net/bugs/1779158|Bug #1779158]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|MARC Import/Export Interface Update (Angular Port)]] -- <html><span style="color:blue;font-weight:bold">Clare</span></html> | * [3.3] ([[https://bugs.launchpad.net/bugs/1779158|Bug #1779158]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|MARC Import/Export Interface Update (Angular Port)]] -- <html><span style="color:blue;font-weight:bold">Clare</span></html> |
* [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Asynchronous Vandelay Imports]] | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Asynchronous Vandelay Imports]] |
* [3.3] ([[https://bugs.launchpad.net/evergreen/+bug/1716473|Bug #1716473]]) Hide fields in the holdings editor, rather than simply graying them out | * [3.3] ([[https://bugs.launchpad.net/evergreen/+bug/1716473|Bug #1716473]]) Hide fields in the holdings editor, rather than simply graying them out <html><span style="color:blue;font-weight:bold">Beth W.</span> <span style="color: green;font-weight: bold">In progress</span></html> |
* Spine Labels: | * Spine Labels: |
* [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Spine label sheet printing]] | * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Spine label sheet printing]] |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Printing spine labels]] (see [[https://bugs.launchpad.net/evergreen/+bug/1704873|bug #1704873]]) - Some very basic documentation exists, but it needs more content about how to work with the templates, etc. | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Printing spine labels]] (see [[https://bugs.launchpad.net/evergreen/+bug/1704873|bug #1704873]]) - Some very basic documentation exists, but it needs more content about how to work with the templates, etc. |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Track Record Merges]] <html><span style="color: green;font-weight: bold"> COMPLETE! Pull request #83</span></html> [[https://github.com/evergreen-library-system/Evergreen/pull/83|Pull request 83]] FIXME | * [3.1] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Track Record Merges]] <html><span style="color: green;font-weight: bold"> COMPLETE!</del> -- pushed to master, 3.2 and 3.3 |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Include Call Number Prefixes and Suffixes in Export and Z39.50 output]] -- added to Export documentation, not yet in Z39.50 documentation | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Include Call Number Prefixes and Suffixes in Export and Z39.50 output]] -- added to Export documentation, not yet in Z39.50 documentation |
* <del>[2.11] Copy Alerts - **Angela COMPLETE!** will commit with 3.0 release</del> | * <del>[2.11] Copy Alerts - **Angela COMPLETE!** will commit with 3.0 release</del> |
* [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Additional fixed fields]] | * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Additional fixed fields]] |
* [2.10] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Link personal name/title series added entries]]</del> - COMPLETE and pushed to 3.1 and above | |
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==== Circulation ==== | ==== Circulation ==== |
| |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Patron Billing Statement]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Patron Billing Statement]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Enhanced Billing Timestamp Support]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Enhanced Billing Timestamp Support]] |
* <del>[2.9] [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_conditional_negative_balances|Conditional Negative Balances]]</del> | |
| |
Holds | Holds |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Hopeless holds]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Alternate Patron Hold Pickup]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Alternate Patron Hold Pickup]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Place Multiple Holds At Once]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Place Multiple Holds At Once]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Pickup Library for Staff-placed Holds]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Pickup Library for Staff-placed Holds]] |
* <del>[2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Alternate parts selection display when placing holds]]</del> -- PR here: https://github.com/evergreen-library-system/Evergreen/pull/67 | * <del>[2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Alternate parts selection display when placing holds]]</del> |
* [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|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]] | * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|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]] |
| |
Patrons | Patrons |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Test notification method]] |
* [3.3] ([[https://bugs.launchpad.net/bugs/1490616|Bug #1490616]]) Changed "Staff-Generated Penalties/Messages" label to "Penalties and Messages" in patron display form | * [3.3] ([[https://bugs.launchpad.net/bugs/1490616|Bug #1490616]]) Changed "Staff-Generated Penalties/Messages" label to "Penalties and Messages" in patron display form |
* Simple text changes | * Simple text changes |
* Needs updated screenshots | * Needs updated screenshots |
* <del>[3.3] ([[https://bugs.launchpad.net/bugs/1714070|Bug #1714070]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Patron Parent/Guardian Field]]</del> | |
* <del>[3.3] ([[https://bugs.launchpad.net/bugs/1715767|Bug #1715767]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Allow Others to Use My Account (Privacy Waiver)]]</del> | |
* [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Patron Preferred Name and Name Search Keywords]] | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Patron Preferred Name and Name Search Keywords]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Patron Email Addresses Now Clickable In Web Staff Client]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Patron Email Addresses Now Clickable In Web Staff Client]] |
* [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron barcode regex for patron registration]] | * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron barcode regex for patron registration]] |
* [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron blocking by lost items and include lost as items out]] | * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron blocking by lost items and include lost as items out]] |
| * [[http://docs.libraries.coop/sitka/_resetting_staff_account_password.html | staff account password resets]] |
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Self Check Out | Self Check Out |
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Other (or not categorized yet) | Other (or not categorized yet) |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_enhanced_mark_item_functionality|Enhanced Mark Item Functionality]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_library_links_in_billing_details_screen|Library Links in Billing Details screen]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Copy Alerts and Suppression Matrix]] <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">COMPLETE! Will be added to master soon.</span></html> | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Copy Alerts and Suppression Matrix]] <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">COMPLETE! Will be added to master soon.</span></html> |
* **CAREFUL**: This intentionally replaces a "new" feature from 3.0.1: https://bugs.launchpad.net/evergreen/+bug/1719967 | * **CAREFUL**: This intentionally replaces a "new" feature from 3.0.1: https://bugs.launchpad.net/evergreen/+bug/1719967 |
| |
==== Client ==== | ==== Client ==== |
* <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Booking Administration Moved To Angular]]</del> | * [3.6] Angular staff catalog is now the default -- probably lots of implications for step-by-step procedures, screenshots, etc. |
* <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Server Administration Moved To Angular]]</del> | |
* <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Option to Enable Experimental Angular Staff Catalog]]</del> | |
* [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Disabling of legacy XUL client]] | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Disabling of legacy XUL client]] |
* [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Browser Client Settings & Preferences Stored on the Server]] -- also see this IRC discussion: http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119 | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Browser Client Settings & Preferences Stored on the Server]] -- also see this IRC discussion: http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119 <html><span style="color:blue;font-weight:bold">[Lynn]</span></html> |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Circ Modifier to Record Detail Page in Staff TPAC]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Circ Modifier to Record Detail Page in Staff TPAC]] |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Date+Time Format Settings for Web Client]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Date+Time Format Settings for Web Client]] |
* [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Touch screen improvements for Evergreen self-check interface]] | * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Touch screen improvements for Evergreen self-check interface]] |
* [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Additional Fields Available for Display in Some Interfaces]] | * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Additional Fields Available for Display in Some Interfaces]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_grid_improvements|New features for Angular Grids]] |
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==== Public catalog ==== | ==== Public catalog ==== |
* [3.3] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|View upcoming booking reservations in the OPAC]]</del> | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_opac_2|Enhanced Public Catalog Printing and Email]] |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_opac_2|Improve Access to Libray Info in OPAC]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_carousels|Carousels]] |
| * NOTE: This contains info that should be added to other sections (e.g. Administration, OPAC Customization) |
| * Add this tip (from Jason Boyer via Evergreen General Discussion List) to the OPAC Customization section: |
| * Here is the format to specify those parameters: ''[% PROCESS carousels args={width=5,animated=1} %]'' |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_item_tags_now_display_tag_type_labels|Item Tags Now Display Tag Type Labels]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_column_in_items_out_display|New Column in Items Out Display]] |
* [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Display UPC as Option for Public Catalog Advanced Search]] | * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Display UPC as Option for Public Catalog Advanced Search]] |
* [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Search term highlighting]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Search term highlighting]] |
| |
==== Reports ==== | ==== Reports ==== |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_reports|Subtotals]] |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Fix to reporter.classic_current_circ view]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Fix to reporter.classic_current_circ view]] |
* [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|New report source table allowing report of "last" deleted copy]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|New report source table allowing report of "last" deleted copy]] |
| |
==== SIP ==== | ==== SIP ==== |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_fine_item_detail_enhancements|Fine Item Detail Enhancements]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_option_to_limit_hold_items_to_available|Option to Limit Hold Items to Available]] |
* [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Return Hold ID to SIP - Probably requires some documentation since the use cases it support may not be immediately apparent.]] (the release notes are not clear about when this is returned, etc.) | * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Return Hold ID to SIP - Probably requires some documentation since the use cases it support may not be immediately apparent.]] (the release notes are not clear about when this is returned, etc.) |
| |
* Archiving of Circulation Transactions (new section) | * Archiving of Circulation Transactions (new section) |
* Addresses on Routing List (missing?) | * Addresses on Routing List (missing?) |
| * Wrong Cover Art, and what to do. |
| |
* Administration | * Administration |
* Local Administration | * Local Administration |
| * Library Settings Overview Tables (update) <html><span style="color:blue;font-weight:bold">jweston</span></html> |
* Copy Template Editor | * Copy Template Editor |
* Field Documentation | * Field Documentation |
* Group Penalty Thresholds | * Group Penalty Thresholds |
* Hold Policies - some very useful info here (especially from a command-line perspective): https://evergreen-ils.org/~bshum/eg12/looking-glass/notes.html | * Hold Policies - some very useful info here (especially from a command-line perspective): https://evergreen-ils.org/~bshum/eg12/looking-glass/notes.html |
* 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>https://github.com/evergreen-library-system/Evergreen/pull/115 |
* Search Filter Groups | * Search Filter Groups |
* Surveys <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> | * Surveys <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>[[https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/lfloyd/Docs_Surveys|Surveys]]<html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
* Transit List <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> | * Transit List <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> |
* 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]] FIXME | * Patron Requests/Acquisition requests - [[https://gist.github.com/stompro/5768323e51326b8388a7|Notes Gist]] FIXME |
| * Work Log <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> https://bugs.launchpad.net/evergreen/+bug/1767378 <html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
* Server Administration | * Server Administration |
* Actor Stat Cat Sip Fields | * Actor Stat Cat Sip Fields |
* A great start in the wiki by phasefx - http://wiki.evergreen-ils.org/doku.php?id=scratchpad:holds | * A great start in the wiki by phasefx - http://wiki.evergreen-ils.org/doku.php?id=scratchpad:holds |
* There is a presentation by Equinox - http://evergreen-ils.org/~corinne/Hippos_Final.ppt | * There is a presentation by Equinox - http://evergreen-ils.org/~corinne/Hippos_Final.ppt |
| * Patrons |
| * Registration - Define any undefined fields and what they're used for |
| |
==== Non-Docs Tasks ==== | ==== Non-Docs Tasks ==== |