====== Web Staff Client Documentation Project ======

===== Priorities =====

  * Focus Area: [[#circulation_chapters|Chapters on Circulation]]
  * Focus Area: [[#cataloging_chapters|Chapters on Cataloging]]

===== How to Help =====

  * [[https://github.com/evergreen-library-system/Evergreen/tree/master/docs|Edit on GitHub]]
  * Write documentation in any format! We prefer [[http://powerman.name/doc/asciidoc|AsciiDoc]], but we can convert whatever you send us.
    * If you want more guidance, check out our [[evergreen-docs:dig_style_guide|documentation style guide]]
  * Take updated screenshots of the demo web client (see login details below)
  * Add your name next to a task below (or request a wiki account by emailing [[docs@evergreen-ils.org]])
  * Connect via [[http://evergreen-ils.org/communicate/irc/|IRC]], this wiki, and the [[http://libmail.georgialibraries.org/mailman/listinfo/open-ils-documentation|Documentation email list]].
  * Learn more about the [[evergreen-docs:dig|Documentation Interest Group]] (DIG)


===== Demo of the Web Client =====

  * For the most accurate info: https://wiki.evergreen-ils.org/doku.php?id=community_servers
  * Copied from that page on Feb 6, 2018:
    * https://demo.evergreencatalog.com/eg/staff/home
    * username: admin
    * password: demo123
    * Evergreen 3.0.0
    * After logging in the first time, create a workstation (the name doesn't matter)

===== Chapters Needing Review =====

Many of these chapters only need a quick review and no changes. Claim a chapter below by adding your name in the "Claimed By" column. Make edits on [[https://github.com/evergreen-library-system/Evergreen/tree/master/docs|GitHub]], and then create a Pull Request. Update the "Progress" column below as you go. Whenever possible, please share a link to your work in progress.  This enables others to help also.

See also the (probably outdated) [[https://docs.google.com/spreadsheets/d/1O0m89RblpKvS5IfYlgTT4PJe-fPI6jOFyNstyyJmlbc/edit?usp=sharing|XUL vs. Web Client]] comparison document by Andrea Neiman.

==== Statuses ====

  * **NO CHANGE**: Reviewer determined that no changes are necessary.
  * **DONE**: Changes have been made and committed into the 2.12+ code repositories.
  * Any other link: Probably a link to changes to review and commit to the code repositories.
  * [blank]: No progress has been made. Needs review, and possibly needs changes.

==== Circulation Chapters ====

**[[https://github.com/evergreen-library-system/Evergreen/tree/master/docs/circulation|EDIT ON GITHUB]]**

^Claimed By ^Progress ^Chapter ^Link ^
|           | NO CHANGE        | **XI. Circulation** |[[http://docs.evergreen-ils.org/dev/_circulation_2.html |Link]] |
|           |NO CHANGE| 100. Introduction | |
|           | DONE    | 101. Circulating Items |[[http://docs.evergreen-ils.org/dev/_circulating_items.html |Link]] |
| [[https://bugs.launchpad.net/evergreen/+bug/1775402|Bug #1775402]] | | 102. Holds Management |[[http://docs.evergreen-ils.org/dev/_holds_management.html |Link]] |
|           | DONE      | 103. Booking Module |[[http://docs.evergreen-ils.org/dev/_booking_module.html |Link]] |
|           | DONE | 104. Circulation - Patron Record |[[http://docs.evergreen-ils.org/dev/_circulation_patron_record.html |Link]] |
|           | DONE | 105. Triggered Events and Notices |[[http://docs.evergreen-ils.org/dev/_triggered_events_and_notices.html |Link]] |
|           | DONE | 106. Offline Circulation | [[http://docs.evergreen-ils.org/dev/_offline_circulation.html |Link]] | 
|           | NO CHANGE | 107. Self checkout |[[http://docs.evergreen-ils.org/dev/_self_checkout_2.html |Link]] |
|           | DONE (No longer exists. Removed from docs.) | <del>108. RFID Product Integration</del> |[[http://docs.evergreen-ils.org/dev/_rfid_product_integration.html |Link]] |


==== Cataloging Chapters ====

**[[https://github.com/evergreen-library-system/Evergreen/tree/master/docs/cataloging|EDIT ON GITHUB]]**

^Claimed By ^Progress ^Chapter ^Link ^
|           | NO CHANGE | **IX. Cataloging** |[[http://docs.evergreen-ils.org/dev/_cataloging_2.html |Link]] |
|           | NO CHANGE | 79. Introduction | |
|           | DONE      | 80. Working with the MARC Editor |[[http://docs.evergreen-ils.org/dev/_working_with_the_marc_editor.html |Link]] |
|           | NO CHANGE | 81. Batch Importing MARC Records |[[http://docs.evergreen-ils.org/dev/_batch_importing_marc_records.html |Link]] |
| FIXME Angela        |         | 82. Overlay Existing Catalog Record via Z39.50 Import |[[http://docs.evergreen-ils.org/dev/_overlay_existing_catalog_record_via_z39_50_import.html |Link]] |
| [[https://bugs.launchpad.net/evergreen/+bug/1775929|Bug #1775929]] |         | 83. Z39.50 Search Enhancements |[[http://docs.evergreen-ils.org/dev/_z39_50_search_enhancements.html |Link]] |
|           | DONE | 84. Monograph Parts |[[http://docs.evergreen-ils.org/dev/_monograph_parts.html |Link]] |
| [[https://bugs.launchpad.net/evergreen/+bug/1775930|Bug #1775930]] |         | 85. Conjoined Items |[[http://docs.evergreen-ils.org/dev/_conjoined_items.html |Link]] |
|           | NO CHANGE | 86. Cataloging Electronic Resources — Finding Them in Catalog Searches |[[http://docs.evergreen-ils.org/dev/_cataloging_electronic_resources_8201_8212_8201_finding_them_in_catalog_searches.html |Link]] |
|           | NO CHANGE | 87. TPAC Copy Edit Links |[[http://docs.evergreen-ils.org/dev/_tpac_copy_edit_links.html |Link]] |
|           | NO CHANGE | 88. MARC Batch Edit |[[http://docs.evergreen-ils.org/dev/_marc_batch_edit.html |Link]] |
| [[https://bugs.launchpad.net/evergreen/+bug/1775931|Bug #1775931]] |         | 89. Managing Authorities |[[http://docs.evergreen-ils.org/dev/_managing_authorities.html |Link]] |
|           | NO CHANGE | 90. Link Checker |[[http://docs.evergreen-ils.org/dev/_link_checker.html |Link]] |


==== All Other Chapters ====

^ Claimed By                                                           ^ Progress                                                                                                                                                                                                   ^ Chapter                                                          ^ Link                                                                                                        ^
|                                                                      |                                                                                                                                                                                                            | **V. Using the Browser Staff Client**                            | [[http://docs.evergreen-ils.org/dev/_using_the_browser_staff_client.html|Link]]                             |
|                                                                      | DONE                                                                                                                                                                                                       | 34. Introduction                                                 |                                                                                                             |
| FIXME Angela (ws req.)                                               |                                                                                                                                                                                                            | 35. Logging in to Evergreen                                      | [[http://docs.evergreen-ils.org/dev/_logging_into_evergreen.html|Link]]                                     |
|                                                                      | DONE (No longer exists. Removed from docs.)                                                                                                                                                                | <del>36. Button Bar/Toolbar</del>                                |                                                                                                             |
| [[https://bugs.launchpad.net/evergreen/+bug/1775933|Bug #1775933]]   | Not consistent in Web client (particularly in circ). Include other "sticky" settings (dropdowns, etc.)?                                                                                                    | 37. Check-boxes                                                  | [[http://docs.evergreen-ils.org/2.11/_check_boxes.html|Link in 2.11]]                                       |
|                                                                      | DONE                                                                                                                                                                                                       | 38. Tab Buttons                                                  | [[http://docs.evergreen-ils.org/dev/_tab_buttons_and_keyboard_shortcuts.html|Link]]                         |
|                                                                      | DONE (No longer exists. Removed from docs.)                                                                                                                                                                | <del>39. New Options for Double Clicking</del>                   |                                                                                                             |
|                                                                      | DONE (No longer exists. Removed from docs.)                                                                                                                                                                | <del>40. Patron Border Color Enhancement</del>                   |                                                                                                             |
| [[https://bugs.launchpad.net/evergreen/+bug/1776763|Bug #1776763]]   |                                                                                                                                                                                                            | 41. Sorting Columns                                              | [[http://docs.evergreen-ils.org/2.11/_sorting_columns.html|Link]]                                           |
|                                                                      | DONE                                                                                                                                                                                                       | 42. Column Picker                                                | [[http://docs.evergreen-ils.org/dev/_column_picker.html|Link]]                                              |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 43. Recent Staff Searches                                        | [[http://docs.evergreen-ils.org/dev/_recent_staff_searches.html|Link]]                                      |
|                                                                      | DONE!                                                                                                                                                                                                      | 44. Return to Search Results from MARC Record                    | [[http://docs.evergreen-ils.org/2.12/_return_to_search_results_from_marc_record.html|Link]]                 |
| FIXME Kathy                                                          | See [[https://bugs.launchpad.net/evergreen/+bug/1642023|Bug #1642023: Docs: Web Client Print / Receipt Templates]] -- **NOTE** Configure Printers still reflecting XUL information as of 3.2 docs version  | 45. Workstation Administration                                   | [[http://docs.evergreen-ils.org/dev/_workstation_administration.html|Link]] Include documentation on hatch  |
|                                                                      |                                                                                                                                                                                                            | **VIII. Acquisitions** <html><a name="acquisitions"></a></html>  | [[http://docs.evergreen-ils.org/dev/_acquisitions.html|Link]]                                               |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 73. Acquisitions                                                 | [[http://docs.evergreen-ils.org/dev/_acquisitions_2.html|Link]]                                             |
|                                                                      | DONE                                                                                                                                                                                                       | 74. Selection Lists and Purchase Orders                          | [[http://docs.evergreen-ils.org/dev/_selection_lists_and_purchase_orders.html|Link]]                        |
|                                                                      | DONE                                                                                                                                                                                                       | 75. Invoices                                                     | [[http://docs.evergreen-ils.org/dev/_invoices.html|Link]]                                                   |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 76. Load MARC Order Records                                      | [[http://docs.evergreen-ils.org/dev/_load_marc_order_records.html|Link]]                                    |
| [[https://bugs.launchpad.net/evergreen/+bug/1774277|Bug #1774277]]   | Not implemented yet [[https://bugs.launchpad.net/evergreen/+bug/1733691|see bug #1733691]].                                                                                                                | 77. Placing purchase requests from a patron record               | [[http://docs.evergreen-ils.org/dev/_placing_purchase_requests_from_a_patron_record.html|Link]]             |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 78. Managing patron purchase requests                            | [[http://docs.evergreen-ils.org/dev/_managing_patron_purchase_requests.html|Link]]                          |
|                                                                      | DONE                                                                                                                                                                                                       | **X. Serials** <html><a name="serials"></a></html>               | [[http://docs.evergreen-ils.org/dev/_serials_2.html|Link]]                                                  |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | **IV. System Configuration and Customization**                   | [[http://docs.evergreen-ils.org/dev/_system_configuration_and_customization.html|Link]]                     |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 13. Introduction                                                 |                                                                                                             |
|                                                                      | [[http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=dadadc1e76bd7a1d336595d5d3bec9351c646fe8| DONE]]                                                                                                | 14. Describing your organization                                 | [[http://docs.evergreen-ils.org/dev/_describing_your_organization.html|Link]]                               |
|                                                                      | [[http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=dadadc1e76bd7a1d336595d5d3bec9351c646fe8| DONE]]                                                                                                | 15. Describing your people                                       | [[http://docs.evergreen-ils.org/dev/_describing_your_people.html|Link]]                                     |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 16. Migrating Patron Data                                        | [[http://docs.evergreen-ils.org/dev/_migrating_patron_data.html|Link]]                                      |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 17. Migrating from a legacy system                               | [[http://docs.evergreen-ils.org/dev/_migrating_from_a_legacy_system.html|Link]]                             |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 18. Importing materials in the staff client                      | [[http://docs.evergreen-ils.org/dev/_importing_materials_in_the_staff_client.html|Link]]                    |
|                                                                      | DONE                                                                                                                                                                                                       | 19. Ordering materials                                           | [[http://docs.evergreen-ils.org/dev/_ordering_materials.html|Link]]                                         |
|                                                                      | DONE                                                                                                                                                                                                       | 20. Designing your catalog                                       | [[http://docs.evergreen-ils.org/dev/_designing_your_catalog.html|Link]]                                     |
|                                                                      | DONE                                                                                                                                                                                                       | 21. Borrowing items: who, what, for how long                     | [[http://docs.evergreen-ils.org/dev/_borrowing_items_who_what_for_how_long.html|Link]]                      |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 22. Hard due dates                                               | [[http://docs.evergreen-ils.org/dev/_hard_due_dates.html|Link]]                                             |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 23. TPac Configuration and Customization                         | [[http://docs.evergreen-ils.org/dev/_tpac_configuration_and_customization.html|Link]]                       |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 24. Creating a New Skin: the Bare Minimum                        | [[http://docs.evergreen-ils.org/dev/_creating_a_new_skin_the_bare_minimum.html|Link]]                       |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 25. Auto Suggest in Catalog Search                               | [[http://docs.evergreen-ils.org/dev/_auto_suggest_in_catalog_search.html|Link]]                             |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 26. Authentication Proxy                                         | [[http://docs.evergreen-ils.org/dev/_authentication_proxy.html|Link]]                                       |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 27. Kid's OPAC Configuration                                     | [[http://docs.evergreen-ils.org/dev/_kid_8217_s_opac_configuration.html|Link]]                              |
|                                                                      | DONE (No longer exists. Removed from docs.)                                                                                                                                                                | 28. Customizable Toolbar                                         | [[http://docs.evergreen-ils.org/dev/_customizable_toolbar.html|Link]]                                       |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 29. Patron Address City/State/County Pre-Populate by ZIP Code    | [[http://docs.evergreen-ils.org/dev/_patron_address_city_state_county_pre_populate_by_zip_code.html|Link]]  |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 30. Phonelist.pm Module                                          | [[http://docs.evergreen-ils.org/dev/_phonelist_pm_module.html|Link]]                                        |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 31. SIP Server                                                   | [[http://docs.evergreen-ils.org/dev/_sip_server.html|Link]]                                                 |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 32. Apache Rewrite Tricks                                        | [[http://docs.evergreen-ils.org/dev/_apache_rewrite_tricks.html|Link]]                                      |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 33. Apache Access Handler Perl Module                            | [[http://docs.evergreen-ils.org/dev/_apache_access_handler_perl_module.html|Link]]                          |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | **VI. System Administration From the Staff Client**              | [[http://docs.evergreen-ils.org/dev/_system_administration_from_the_staff_client.html|Link]]                |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 46. Introduction                                                 |                                                                                                             |
|                                                                      | DONE                                                                                                                                                                                                       | 47. Acquisitions Administration                                  | [[http://docs.evergreen-ils.org/dev/_acquisitions_administration.html|Link]]                                |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 48. Age hold protection                                          | [[http://docs.evergreen-ils.org/dev/_age_hold_protection.html|Link]]                                        |
|                                                                      | DONE                                                                                                                                                                                                       | 49. Authorities                                                  | [[http://docs.evergreen-ils.org/dev/_authorities.html|Link]]                                                |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 50. Best-Hold Selection Sort Order                               | [[http://docs.evergreen-ils.org/dev/_best_hold_selection_sort_order.html|Link]]                             |
|                                                                      | DONE                                                                                                                                                                                                       | 51. Booking Module Administration                                | [[http://docs.evergreen-ils.org/dev/_booking_module_administration.html|Link]]                              |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 52. Call Number Prefixes and Suffixes                            | [[http://docs.evergreen-ils.org/dev/_call_number_prefixes_and_suffixes.html|Link]]                          |
|                                                                      | DONE                                                                                                                                                                                                       | 53. Circulation Limit Sets                                       | [[http://docs.evergreen-ils.org/dev/_circulation_limit_sets_2.html|Link]]                                   |
|                                                                      | DONE                                                                                                                                                                                                       | 54. Copy Status                                                  | [[http://docs.evergreen-ils.org/dev/_copy_status.html|Link]]                                                |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 55. Floating Groups                                              | [[http://docs.evergreen-ils.org/dev/_floating_groups.html|Link]]                                            |
|                                                                      | DONE                                                                                                                                                                                                       | 56. MARC Import Remove Fields                                    | [[http://docs.evergreen-ils.org/dev/_marc_import_remove_fields.html|Link]]                                  |
|                                                                      | DONE                                                                                                                                                                                                       | 57. MARC Record Attributes                                       | [[http://docs.evergreen-ils.org/dev/_marc_record_attributes.html|Link]]                                     |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 58. Org Unit Proximity Adjustments                               | [[http://docs.evergreen-ils.org/dev/_org_unit_proximity_adjustments.html|Link]]                             |
|                                                                      | DONE                                                                                                                                                                                                       | 59. User and Group Permissions                                   | [[http://docs.evergreen-ils.org/dev/_user_and_group_permissions.html|Link]]                                 |
|                                                                      | DONE                                                                                                                                                                                                       | 60. SMS Text Messaging                                           | [[http://docs.evergreen-ils.org/dev/_sms_text_messaging.html|Link]]                                         |
|                                                                      | DONE                                                                                                                                                                                                       | 61. User Activity Types                                          | [[http://docs.evergreen-ils.org/dev/_user_activity_types.html|Link]]                                        |
|                                                                      | DONE                                                                                                                                                                                                       | 62. Z39.50 Servers                                               | [[http://docs.evergreen-ils.org/dev/_z39_50_servers.html|Link]]                                             |
|                                                                      |                                                                                                                                                                                                            | **VII. Local Administration**                                    | [[http://docs.evergreen-ils.org/dev/_local_administration.html|Link]]                                       |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 63. Introduction                                                 |                                                                                                             |
|                                                                      | DONE                                                                                                                                                                                                       | 64. Library Settings Editor                                      | [[http://docs.evergreen-ils.org/dev/_library_settings_editor.html|Link]]                                    |
| [[https://bugs.launchpad.net/evergreen/+bug/1776977|Bug #1776977 ]]  |                                                                                                                                                                                                            | 65. Address Alert                                                | [[http://docs.evergreen-ils.org/dev/_address_alert.html|Link]]                                              |
|                                                                      | DONE                                                                                                                                                                                                       | 66. Barcode Completion                                           | [[http://docs.evergreen-ils.org/dev/_barcode_completion.html|Link]]                                         |
|                                                                      | DONE                                                                                                                                                                                                       | 67. Hold-driven recalls                                          | [[http://docs.evergreen-ils.org/dev/_hold_driven_recalls.html|Link]]                                        |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 68. Notifications / Action Triggers                              | [[http://docs.evergreen-ils.org/dev/_notifications_action_triggers.html|Link]]                              |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 69. Recent Staff Searches                                        | [[http://docs.evergreen-ils.org/dev/_recent_staff_searches_3.html|Link]]                                    |
| [[https://bugs.launchpad.net/evergreen/+bug/1776986|Bug #1776986]]   | DONE (updated in latest docs)                                                                                                                                                                              | 70. Standing Penalties                                           | [[https://docs.evergreen-ils.org/eg/docs/latest/admin/lsa-standing_penalties.html|Link]]                                         |
| [[https://bugs.launchpad.net/evergreen/+bug/1776990|Bug #1776990]]   |                                                                                                                                                                                                            | 71. Statistical Categories Editor                                | [[http://docs.evergreen-ils.org/dev/_statistical_categories_editor.html|Link]]                              |
| [[https://bugs.launchpad.net/evergreen/+bug/1767378|Bug #1767378]]   |                                                                                                                                                                                                            | 72. Work Log                                                     | [[http://docs.evergreen-ils.org/dev/_work_log.html|Link]]                                                   |
|                                                                      |                                                                                                                                                                                                            | **XII. Reports**                                                 | [[http://docs.evergreen-ils.org/dev/_reports_2.html|Link]]                                                  |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 113. Introduction                                                |                                                                                                             |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 114. Starting and Stopping the Reporter Daemon                   | [[http://docs.evergreen-ils.org/dev/_starting_and_stopping_the_reporter_daemon.html|Link]]                  |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 115. Folders                                                     | [[http://docs.evergreen-ils.org/dev/reporter_folders.html|Link]]                                            |
| [[https://bugs.launchpad.net/evergreen/+bug/1776988|Bug #1776988]]   |                                                                                                                                                                                                            | 116. Creating Templates                                          | [[http://docs.evergreen-ils.org/dev/reporter_creating_templates.html|Link]]                                 |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 117. Generating Reports from Templates                           | [[http://docs.evergreen-ils.org/dev/generating_reports.html|Link]]                                          |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 118. Viewing Report Output                                       | [[http://docs.evergreen-ils.org/dev/viewing_report_output.html|Link]]                                       |
|                                                                      | DONE                                                                                                                                                                                                       | 119. Cloning Shared Templates                                    | [[http://docs.evergreen-ils.org/dev/_cloning_shared_templates.html|Link]]                                   |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 120. Adding Data Sources to Reporter                             | [[http://docs.evergreen-ils.org/dev/_adding_data_sources_to_reporter.html|Link]]                            |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 121. Running Recurring Reports                                   | [[http://docs.evergreen-ils.org/dev/recurring_reports.html|Link]]                                           |
| FIXME Felicia Beaudry                                                |                                                                                                                                                                                                            | 122. Template Terminology                                        | [[http://docs.evergreen-ils.org/dev/_template_terminology.html|Link]]                                       |
| [[https://bugs.launchpad.net/evergreen/+bug/1776991|Bug #1776991]]   |                                                                                                                                                                                                            | 123. Template Enhancements                                       | [[http://docs.evergreen-ils.org/dev/_template_enhancements.html|Link]]                                      |
|                                                                      | NO CHANGE                                                                                                                                                                                                  | 124. Exporting Report Templates Using phpPgAdmin                 | [[http://docs.evergreen-ils.org/dev/_exporting_report_templates_using_phppgadmin.html|Link]]                |



<html>
<!--No longer relevant:
===== Notes from Preview Version of Web Client Docs =====

  - Request FEEDBACK from testers and early adopters (and give easy ways to provide feedback) <html><span style="color:blue;font-weight:bold">Remington</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html>
    - [[Web staff client workflow and label changes|Make notes about major differences between clients]] <html><span style="color:blue;font-weight:bold">Sally</span><span style="color: green;font-weight: bold"> [Sprint 1 Complete!]</span></html> 
  - Rationale for a new client <html><span style="color:blue;font-weight:bold">Remington</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html>
    - could use the [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html#_client|Release Notes entry]]
  - Brief timeline / expectations of this preview <html><span style="color:blue;font-weight:bold">Remington</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html>
  - Installing the Web Client Preview <html><span style="color:blue;font-weight:bold">Ben</span><span style="color: green;font-weight: bold"> [Ready for review]</span></html> [[http://evergreen-ils.org/~bshum/Evergreen-README.html#_optional_extra_steps_for_browser_based_staff_client|Draft for review]] | [[http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/collab/bshum/README-webclient| Git branch]]
  - Brief overview of interface features - Follow similar approach as used in [[http://docs.evergreen-ils.org/dev/_using_the_staff_client.html|the current docs]]
    - Staff client
      - Logging into Evergreen - Note: Standalone is  not yet done. Preset tabs, autologin no longer available, but setting multiple home pages may be a good "new workflow" to document in place of preset tabs. <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html>
      - Button Bar/Toolbar - Note: No equivalent for custom toolbar yet to document, but, in the meantime, we could document using browser bookmarks toolbar for easy access to web client interfaces.
      - Checkboxes 
      - Tab buttons - Maybe can be transformed into tips for using browser buttons/hotkeys to get the most of the web client? <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html>
      - Options for double-clicking - In addition to patron search, note the addition of double-clicking in the patron's bills area 
      - Patron border colors - No border colors in the web client, but there are colors that highlight overdues, lost counts, etc. in the patron summary..
      - Sorting columns - Note: Column sorting is not yet working in all interfaces
      - Recent Staff Searches - 
      - Return to Search Results from MARC Record 
      - Workstation Administration 
  - Circulation
      - Circulating Items <html><span style="color:blue;font-weight:bold">Michelle</span><span style="color: green;font-weight: bold"> Added to Preview Section </span></html> [[http://markmail.org/thread/3lxlto5ilvxm6gaa|Ready for review]]
      - Holds Management <html><span style="color:blue;font-weight:bold">Jane</span><span style="color: green;font-weight: bold"> [Ready for review]</span></html> [[http://markmail.org/thread/2s4njjq5a4einibn|Ready for review]]
      - Circulation - Patron Record <html><span style="color:blue;font-weight:bold">Yamil</span><span style="color: green;font-weight: bold"> [Partially submited]</span></html>
      - Triggered Events and Notices - Might be difficult to document this using webby since we need to use a system that has triggered events.
      - Offline Transactions - Not available yet
      - Self checkout - no changes expected in self checkout
      - RFID Product Integration - I don't believe this is available yet.
  - Cataloging
    - Copy Cataloging chapter into Web Client Preview section
    - Replace screenshots (and double-check instructions) for the following copied sections: <html><span style="color:blue;font-weight:bold">Mary</span><span style="color: green;font-weight: bold"> starting, taking screenshots</span></html> 
      * http://docs.evergreen-ils.org/dev/_marc_fixed_field_editor_right_click_context_menu_options.html
      * http://docs.evergreen-ils.org/dev/_marc_007_field_physical_characteristics_wizard.html
      * http://docs.evergreen-ils.org/dev/_overlay_existing_catalog_record_via_z39_50_import.html
      * http://docs.evergreen-ils.org/dev/_z39_50_search_enhancements.html
      * http://docs.evergreen-ils.org/dev/_monograph_parts.html
      * http://docs.evergreen-ils.org/dev/_conjoined_items.html
    - Copy Buckets <html><span style="color:blue;font-weight:bold">Jennifer</span><span style="color: green;font-weight: bold"> Added to Preview Section </span></html> [[http://markmail.org/message/dowgy634dpivzspi]]
    - Record Buckets <html><span style="color:blue;font-weight:bold">Christine</span><span style="color: green;font-weight: bold"> In progress </span></html> 
  - Eventually copy in sections of existing docs, with updated screenshots, etc. (as they become more stable)
    - Copy templates: One change to note in the docs is that you now need to click "Save" after importing templates.
  - Brief comments/advice on combining the web client and current client in staff workflows
    - Only applies during the transition period. When the web client is finished (and the XUL client is deprecated), this section will be removed.
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===== Notes to Developers =====

As of 3/6/2015, Grace of ESI reports they are planning to publish their remaining web client bugs next week. So we have begun pulling web client sections into the 2.7 docs a little early in order to fix a syntax problem that was breaking the ePub version.

On 12/5/2014 on IRC, it was agreed that we would push web client docs to master as they are ready, but we would not add them to 2.7 until approximately January, or whenever ESI has addressed most of their internal list of bugs or posted them to Launchpad.  This will prevent any early adopters of the web client from posting things to Launchpad which ESI is already tracking internally.
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