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evergreen-docs:documentation_needs [2024/06/12 12:17] – [3.12 Documentation Still Needed] jpringleevergreen-docs:documentation_needs [2025/11/12 18:06] (current) dluchenbill
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   * 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.   * 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.
-  * 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 
   * Staff can now set a default item alert type for new item alerts ([[https://bugs.launchpad.net/evergreen/+bug/2017673|LP2017673]])   * Staff can now set a default item alert type for new item alerts ([[https://bugs.launchpad.net/evergreen/+bug/2017673|LP2017673]])
-  * 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)// 
-  * 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]]) - //(Done 5.31.24 - SM)// 
-  * 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]]) 
   * 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section for the [[https://docs.evergreen-ils.org/docs/latest/cataloging/volcopy_editor.html|holdings editor]] is out of date   * Holdings Editor - call number attributes as part of holdings templates and change in template buttons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section for the [[https://docs.evergreen-ils.org/docs/latest/cataloging/volcopy_editor.html|holdings editor]] is out of date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==== ====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 +  * 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+  * shelving location filter - **Andrea**
   * SIP    * SIP 
-  * Enhanced MARC Editor+  * 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]] 
 + 
  
 \\ \\
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   * [[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://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]]
  
  
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 === Credit Card Processing === === 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]])   * [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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     * [3.3] [[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] <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> 
   * [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]]
  
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   * [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> 
   * [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]]
  
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     * NOTE: Seems to be finished in [[http://docs.evergreen-ils.org/3.0/_user_buckets.html|3.0 manuals]]     * 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]]     * 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>   * [2.10] [[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>   * [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>
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   * [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
-  * [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|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]]   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Enhancements to Hard Due Date Functionality]]
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     * Need a new "Volume/Copy Editor" section (borrow from [[http://docs.evergreen-ils.org/dev/_monograph_parts.html|"Monograph Parts"]])     * 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   * 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)   * OpenSRF/Evergreen Installation Guide (two PDFs linked from email below, useful but need updating)
     * http://markmail.org/thread/uitwopkmbv2nqlhs     * http://markmail.org/thread/uitwopkmbv2nqlhs
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       * 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       * 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> 
       * 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
evergreen-docs/documentation_needs.1718209068.txt.gz · Last modified: 2024/06/12 12:17 by jpringle

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