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evergreen-docs:documentation_needs [2020/10/26 11:32] – [Cataloging] sandbergja | evergreen-docs:documentation_needs [2021/08/06 09:48] – lfloyd |
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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 ==== |
**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]]**: | **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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* **IDL acronym used, but never defined** | * **IDL acronym used, but never defined**<html><span style="color:blue;font-weight:bold">Lynn and Blake</span></html> <html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
* [[https://bugs.launchpad.net/evergreen/+bug/1857917|Details on Launchpad]] | * [[https://bugs.launchpad.net/evergreen/+bug/1857917|Details on Launchpad]] |
* Simply add term to glossary (can use suggested definition on bug report) | * Simply add term to glossary (can use suggested definition on bug report) |
* [[https://support.google.com/chrome/answer/96810?hl=en|Google Chrome]] | * [[https://support.google.com/chrome/answer/96810?hl=en|Google Chrome]] |
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* **Add tips for using the browser bookmarks toolbar in place of the XUL button bar** | * **Add tips for using the browser bookmarks toolbar in place of the XUL button bar** <html><span style="color:blue;font-weight:bold">Gina</span></html> <html><span style="color: green;font-weight: bold"> Submitted</span></html> |
* [[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://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]] | * [[https://support.google.com/chrome/answer/188842?hl=en&co=GENIE.Platform=Desktop|Managing Bookmarks in Google Chrome]] |
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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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* [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]] | * [3.4] [[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]] | * [3.2] 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]] | * [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 |
* 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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* [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_administration|Preloaded Audio Icon and Search Format]] -- probably would work best as part of an entirely new section written about format icons, with catalogers as the main audience | * 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#_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#_staff_catalog_basket_export_option|Staff Catalog Basket Export Option]] <html><span style="color:blue;font-weight:bold">jweston</span></html> |
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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]] |
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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 |
* [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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==== Client ==== | ==== Client ==== |
| * [3.6] Angular staff catalog is now the default -- probably lots of implications for step-by-step procedures, screenshots, etc. |
* [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]] |
* [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_grid_improvements|New features for Angular Grids]] | * [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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| ==== Course Materials ==== |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Course Materials Module]] -- [[https://docs.google.com/document/d/1Dy1jcs6Kog8kxuIGg2GfJ4wIr4uKwMuMzd-uGuovaCc/edit#|this test plan]] may be helpful |
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==== Public catalog ==== | ==== Public catalog ==== |
| * [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]] | * [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) | * NOTE: This contains info that should be added to other sections (e.g. Administration, OPAC Customization) |
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==== 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]] |
* 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. |
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* Administration | * Administration |
* 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>[[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> | * 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> |