Evergreen 2.9 Documentation Needs (deprecated, see 2.10_needs)
Documentation needs based on the Release Notes entries that were submitted with new features during the 2.9 release cycle.
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High level workflow for documenting new EG features
These are the high-level steps we take to document new features:
Look at the new feature docs to do list (this page) and sign yourself up for documenting a new feature
You will need a EG community wiki account to edit wiki pages, just email docs@evergreen-ils.org for access.
Look over the release notes entry for the feature you picked and decide
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or just a bit of new content in an existing section that is related to the new feature.
Maybe what is needed is to replace an existing screenshot in the docs with a newer screenshot that shows off or demonstrates the new feature
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NOTE: Sometimes you can reuse almost all of the text in the new feature release note for use in the official docs, but sometime you have to come up with significant edits to the original release notes text.
Acquisitions
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EASY: Add release notes
here as new chapter just before Chapter 75 ("Load MARC Order Records")
Administration
Cataloging
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EASY: Add release notes to
Web Staff Client docs under new "Cataloging" chapter after "122. Circulation - Patron Record"
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Circulation
Conditional Negative Balances Kathy Partially complete Docs are updated, but I'm still working on a new billing section that explains the settings more clearly
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Client
OPAC
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EASY: Add release notes to
TPAC docs within section "Adding and removing MARC fields from the record details display page"
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Needs From Previous Versions
Remove items from the list below as they are completed (or confirmed to be already complete).
Borrow Chapters from Evergreen In Action (from EG 2.2)
https://en.flossmanuals.net/evergreen-in-action/
Controlling how holds are fulfilled
Managing patron penalties and alerts
Sending reminders to your users
Care and feeding of Evergreen
Preparing for disaster: saving your data
Maximizing performance
Staying current and secure
Resources
Getting more help in the community
Glossary
Appendix A: Suggested Profile Permissions
2.9
2.8
Cataloging
Circulation
OPAC
2.7
Cataloging
MARC Stream Importer Command line options
[Kathy]
OPAC
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Content Cafe Added Content Update
[Jim Keenan]
More RDA 264 tag support
[Yamil]
(Yamil wants to collaborate with any new DIG members on this simple feature.)
2.6
2.5
Acquisitions
Support PO activation without loading copies into catalog - Should be added to chapter on PO's while moving PO chapter up - Kathy
Differentiate between cancelled and "delayed" lineitems - Same as above - Kathy
Administration
Circulation
Patron barcode regex for patron registration
Setting for Desk Renewal to use original circulating library
Floating Groups - Note: Developer documentation is done, but could use review for readability and to add screenshots.
Patron blocking by lost items and include lost as items out
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Wrong-Shelf Holds in Clearable Shelf-Expired Holds List - Should be incorporated (with updated screenshots) in newly revived
Holds documentation
Adjustable font size in the staff client catalog - bitesize
Standalone Mode Shortcut
User Setting Defaults
OPAC
Serials
SIP
Support SIP Hold Cancellation - Looks like this adds a configuration option which should probably be incorporated when SIP Server docs are moved up.
Return Hold ID to SIP - Probably requires some documentation since the use cases it support may not be immediately apparent.
2.4
Acquisitions
Acquisitions Inline Item Detail View -
MassLNC/SITKA
Acquisitions Lineitem Order Identifiers -
MassLNC/SITKA
Acquisitions Purchase Order and other Interface Improvements -
MassLNC/SITKA
OPAC
Cataloging
Circulation
Clickable Patron Indicators - Can be incorporated in
Patron record chapter wherever the indicators are mentioned.
ESI
Administration
Staff Client
Older or Unknown Release
Administration
Local Administration
Age Overdue Circs to Lost
Barcode Completion Josh Stompro COMPLETE!
Cash Reports
Copy Location Groups
Copy Location Order
Copy Locations Editor (Needs a pointer to existing documentation)
Copy Template Editor (Needs a pointer to existing documentation)
Do Not Attempt Auto-Print Setting
Field Documentation
Group Penalty Thresholds
Hold Policies
Item Attribute Editor
Non-Cataloged Types Editor [Debbie L.]
Patrons with Negative Balances Lynn Floyd
Search Filter Groups
Surveys Lynn Floyd
Transit List
Hold Targeting and Hold Targeting script
Acquisitions
Server Administration
Actor Stat Cat Sip Fields
Age Hold Protect Rules
Asset Stat Cat Sip Fields
Billing Types
Custom Org Unit Trees
Global Flags
Hard Due Date Changes
Hold Matchpoint Weights
Import Match Sets
User Setting Types [Stompro]
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Override Permissions - need docs that explain that any event can have an override permission created.
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Workstation Admin
OPAC
Circulation