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--- evergreen-docs:documentation_needs [2021/09/09 20:28] – remove completed tasks jenweston
+++ evergreen-docs:documentation_needs [2025/11/12 18:06] (current) – dluchenbill
@@ Line 10: / Line 10: @@
   * Remember to follow (and improve) the [[evergreen-docs:dig_style_guide|DIG Style Guide]]
+====3.12 Documentation Still Needed====
+List here all extant documentation needed for Evergreen version 3.12:
+  * 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.
+  * Staff can now set a default item alert type for new item alerts ([[https://bugs.launchpad.net/evergreen/+bug/2017673|LP2017673]])
+  * Holdings Editor - call number attributes as part of holdings templates and change in template buttons ([[https://bugs.launchpad.net/evergreen/+bug/1983156|LP1983156]]) - also noting that existing section for the [[https://docs.evergreen-ils.org/docs/latest/cataloging/volcopy_editor.html|holdings editor]] is out of date
+====3.13 Documentation Still Needed====
+  * Grids - [[https://docs.evergreen-ils.org/docs/latest/admin/staff_client-angular_grid_tools.html| existing docs]], [[https://bugs.launchpad.net/evergreen/+bug/1615781/comments/3 | new info from LP]], [[https://wiki.evergreen-ils.org/doku.php?id=dev:eg-grid:styling | new info from wiki]] - **Andrea**
+  * shelving location filter - **Andrea**
+  * SIP
+  * Enhanced MARC Editor - **Andrea**
+====3.14 Documentation Still Needed====
+  * support for EDI ASN Receiving via X12 - [[https://bugs.launchpad.net/evergreen/+bug/2003106 | LP 2003106 ]] - <html><span style="color:blue;font-weight:bold">Andrea</span></html>
+  * Export public copy notes and tags in marc_export - [[https://bugs.launchpad.net/evergreen/+bug/2045440 | LP 2045440 ]] - <html><span style="color:blue;font-weight:bold">Ruth</span></html>
+  * Export public copy tags in SuperCat/unAPI -[[ https://bugs.launchpad.net/evergreen/+bug/2047442 | LP 2047442]]
+  * Option to require other libraries to add monograph parts if one library has added a part to an item on the bib record - [[https://bugs.launchpad.net/evergreen/+bug/2018014 | LP 2018014 ]] - //(Done..ish 11.12.24 - SM; only added to Monograph Parts page for now, not Library Settings page)//
+  * Add a support script for importing patrons [[https://bugs.launchpad.net/evergreen/+bug/1786524 | LP 1786524]] [[https://git.evergreen-ils.org/?p=working/Evergreen.git;a=blob;f=docs/RELEASE_NOTES_NEXT/Administration/patron_loader_support_script.adoc;h=10392b8f4a97696b861354b31cf62bc5008a0630;hb=942290e9fc7b40ba15309adabe538ba72e65b7ab | Release Note]]
+  * Merge monograph parts should transfer holds to resulting part - [[https://bugs.launchpad.net/evergreen/+bug/1533316 | LP 1533316]] - <html><span style="color:blue;font-weight:bold">Ruth</span></html>
+  * Renewals based on hold-ratio doesn't take age protection into account - [[https://bugs.launchpad.net/evergreen/+bug/1989740 | 1989740]] - <html><span style="color:blue;font-weight:bold">Lena</span></html>
+  * Toast accessibility new library setting - [[https://bugs.launchpad.net/evergreen/+bug/1836686 | LP 1836686]]  - <html><span style="color:blue;font-weight:bold">Jennifer</span></html>
+  * Angularize the Self-Check Interface - [[https://bugs.launchpad.net/evergreen/+bug/1840773 | LP 1840773]] [[https://docs.google.com/document/d/191G7UKAr7ShPaZ1J-YXW43TRbJjH79C_GNbjSI9nJv8/edit#heading=h.yo0bvp6lgi71 | Working Doc]] - <html><span style="color:blue;font-weight:bold">Jennifer in 2025</span></html>
+  * Quick Receive added to angular catalog serials menu - [[https://bugs.launchpad.net/evergreen/+bug/1906462 | LP 1906462]] needs to be added to [[https://docs.evergreen-ils.org/docs/latest/staff_catalog/bibliographic_records.html#record_actions | this page]]
+\\
 ===== EASY Tasks for New Contributors =====
@@ Line 16: / Line 47: @@
   * **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]]
+  * **Move images into dedicated page subfolder**
+    * [[https://bugs.launchpad.net/evergreen/+bug/2060219|Details on Launchpad]]
   * **Give example for importing stat cats via Holdings Import Profile**
@@ Line 46: / Line 80: @@
   * [[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=documentation+&field.tags_combinator=ANY|All documentation bugs]] on Launchpad
+  * [[https://docs.google.com/document/d/12PcHVY5VmUqkjIfcAfO-3ZD1vAqIpF2kVem1T0lKkdI/edit|Clean up errors from 'generate docs' logs]]
@@ Line 123: / Line 158: @@
 === Credit Card Processing ===
-  * <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]])
@@ Line 185: / Line 219: @@
     * [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.
-  * [3.1] <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
-  * <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]]
@@ Line 202: / Line 234: @@
   * [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]]
-  * <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]]
@@ Line 215: / Line 246: @@
     * NOTE: Seems to be finished in [[http://docs.evergreen-ils.org/3.0/_user_buckets.html|3.0 manuals]]
     * CONSIDER removing earlier draft section: [[http://docs.evergreen-ils.org/reorg/3.0/circulation/_user_buckets_2.html|XI. User buckets]]
-  * [3.0] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Patron Search by Birth Date]]</del>: <html><span style="color:blue;font-weight:bold">Katie</span></html>
-  * [3.0] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Retrieve Recent Patrons]]</del>  <html><span style="color:blue;font-weight:bold">Katie</span></html>
   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|duplicate search when registering patrons]] <html><span style="color:blue;font-weight:bold">Jennifer</span> <span style="color: green;font-weight: bold">in progress</span></html>
   * [2.9] [[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>
@@ Line 233: / Line 262: @@
   * [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
-  * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Notice Columns in Items Out Grid]] <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>
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Honor timezone of the acting library]]
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Enhancements to Hard Due Date Functionality]]
@@ Line 257: / Line 285: @@
   * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_grid_improvements|New features for Angular Grids]]
-==== 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
 ==== Public catalog ====
@@ Line 336: / Line 363: @@
     * Need a new "Volume/Copy Editor" section (borrow from [[http://docs.evergreen-ils.org/dev/_monograph_parts.html|"Monograph Parts"]])
   * Intro to SQL (Based on Dan Scott content) Yamil still needs to make some edits like proper attribution, and test that its addition does not break the full docs
-  * <del>Library Settings Editor</del> - (Lynn Floyd, SCLENDS)
   * OpenSRF/Evergreen Installation Guide (two PDFs linked from email below, useful but need updating)
     * http://markmail.org/thread/uitwopkmbv2nqlhs
@@ Line 352: / Line 378: @@
       * 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
-      * 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>
       * Hold Targeting and Hold Targeting script
     * Acquisitions
       * 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
       * Actor Stat Cat Sip Fields