| Both sides previous revisionPrevious revisionNext revision | Previous revision |
| evergreen-docs:documentation_needs [2024/11/12 15:51] – [3.14 Documentation Still Needed] smorrison | evergreen-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]]) - //(Done 11.12.24 - SM)// | |
| * 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]]) - //(Done 11.12.24 - SM)// | |
| * 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section for the [[https://docs.evergreen-ils.org/docs/latest/cataloging/volcopy_editor.html|holdings editor]] is out of date | * Holdings Editor - call number attributes as part of holdings templates and change in template buttons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section for the [[https://docs.evergreen-ils.org/docs/latest/cataloging/volcopy_editor.html|holdings editor]] is out of date |
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| ====3.14 Documentation Still Needed==== | ====3.14 Documentation Still Needed==== |
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| * Collapsible facets in staff catalog search - [[https://bugs.launchpad.net/evergreen/+bug/2073988 | LP 2073988]] - //(Done 11.12.24 - SM)// | |
| * 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> | * 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 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]] | * 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 ]] | * 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)// |
| * Rename Any Parts label - [[https://bugs.launchpad.net/evergreen/+bug/1902120 | LP 1902120]] - <html><span style="color:blue;font-weight:bold">Andrea</span></html> - **DONE** | |
| * 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]] | * 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> | * 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> |
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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> |
| * [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]] |
| * 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 |
| * 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 |
