• RED "NEEDED" is for chapters/sections needed and not assigned.
• BLUE "ASSIGNED" is for chapters/sections which are assigned. Use this to indicate that you have volunteered for a chapter/section but have not submitted content yet. Also include your name or contact information so other folks can contact you to contribute.
• ORANGE is for chapters/sections in progress or needing improvement. Make note as required.
• a GREEN "DONE" is for chapters/sections which are generally completed and have been distributed in the documentation.

• System Requirements (BASE)

  Done -- from 2.1
• Installing the server software (BASE)

  from README -- update as needed
• Upgrading the server software (BASE)

  Review and update as needed
• Install EDI

  DONE
• Testing and Troubleshooting
• Installing the Staff Client
• Adding your Base Org Unit and Org. Type?
• Migrating/Loading Data

Please add sections

• Global system configuration (which can be done by editing opensrf.xml, opensrf_core.xml, etc…)
• Customizing the OPAC/TPAC –

  DONE -- From Dan Scott (http://bzr.coffeecode.net/2011/tpac_tutorial/TPAC_development_101.txt).
• Auto Suggest Search box –

  DONE -- From Sally and ESI.
• Customizing the staff client
• Backing-up data and files
• Locales and Languages (See: http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n)

• Logging in
• Tab buttons –

  DONE -- From Sally and ESI.
• Double clicking functionality –

  DONE -- From Sally and ESI.
• Sorting columns –

  DONE -- From Sally and ESI.
• Recent searches –

  DONE -- From Sally and ESI.
• Return to search results from MARC editor –

  DONE -- From Sally and ESI.

• Acquisitions

  DONE
• Actor Stat Cat SIP Fields
• Age Hold Protect Rules
• Asset Stat Cat SIP Fields
• Authorities
• Billing Types
• Booking
• Call Number Prefixes
• Call Number Suffixes
• Circulation Duration Rules
• Circulation Limit Groups
• Circulation Matchpoint Weights
• Circulation Max Fine Rules
• Circulation Modifiers
• Circulation Recurring Fine Rules
• Copy Statuses
• Custom Org Unit Trees
• Global Flags
• Hard Due Date Changes
• Hold Matchpoint Weights
• Import Match Sets
• MARC Coded Value Maps
• MARC Record Attributes
• MARC Search/Facet Fields
• Organizational Types
• Organizational Unit Setting Types
• Organizational Units
• Permission Groups
• Permissions
• SMS Carriers
• User Activity Types –

  DONE -- From Sally and ESI.
• User Setting Types
• Weights Association
• Z39.50 Server

• Address Alerts
• Age Overdue Circs to Lost
• Barcode Completion
• Cash Reports
• Circulation Limit Sets
• Circulation Policies
• Closed Dates Editor
• Copy Location Editor
• Copy Location Order
• Copy Locations Editor
• Copy Template Editor –

  DONE -- See Serials Copy Template
• 'Do not attempt Auto-Print' Setting
• Field Documentation
• Group Penalty Thresholds
• Hold Policies
• Library Settings Editor –

  Some content (fines accrued, Target Copies for Holds at Closed Libraries)
• Non-cataloged types editor
• Notifications/Action Triggers
• Patrons with Negative Balances
• Reports - Refer to section below
• Standing Penalties
• Statistical Categories Editor –

  DONE -- From Scott Prater
• Surveys
• Transit List
• Work Log

• Introduction - includes workflow diagram
• Setup
  • Link to server administration>>acquisitions>>fund sources?
  • Link to server administration>>acquisitions>>funds?
  • Link to server administration>>acquisitions>>providers?
  • and others?
• Selection Lists and Purchase Orders
  • Selection Lists

    being reviewed
  • Purchase Orders
  • Add Brief Record

    being reviewed
  • Load MARC Order Records
  • Federated Search

    being reviewed
  • Line items
  • Line items to the catalog
  • Export single attribute list
  • Cancel/Suspend Acquisitions
• Invoices
• Receiving
  • Receive Items from an Invoice

    DONE
    • Receive items in batch
    • Receive specific copies
• Claiming
• Vandelay integration

  from Sally/ESI

• Batch Edit MARC
• Batch Importing MARC Records

  DONE
• Create new MARC record
• Conjoined Items

  DONE
• Overlay Existing Catalog Record via Z39.50 Import

  DONE
  • Not sure if we need something additional beyond this for z39.50 but should be looked at
• Manage authorities
• Manage Copy Buckets
• Manage Record Buckets
• Monograph Parts

  DONE

• Introduction

  DONE
  • Explanation of difference in Serials Control View and Alternate Serials Control View (this could include a table to identify the differences in the two views)
  • Workflow diagram
• Copy Templates

  DONE
• Setting Up Subscriptions

  DONE
  • Serials Control View
    • Setting up subscription
    • Handling special issues
  • Alternate Serials Control View
    • Setting up subscription
    • Handling special issues
• Creating Special Issues

  DONE
• Holdings Statement

  DONE
  • MFHD and holdings generated by serials functions
  • Explanation for adding and editing MFHD
• Receiving

  DONE
  • Batch receiving
  • Receiving through the serials control view
• Edit Subscriptions

  DONE
• Group Serials Issues in OPAC Display

  DONE -- from Sally/ESI

Please add sections

• (covering Booking as well since it is in essence a circulation task)
• Booking Module

  DONE -- From 2.1
• Circulating Items

  DONE -- From 2.1
• Holds Management
• Patron Management

  DONE -- From Jenny and PALS
  • Register patrons
  • Pending patrons
  • Editing patrons
  • Patron alerts and notes
  • Merging patrons
  • Bills and payments

    Done -- From Jenny and PALS

• Administering Reports

  Done - from 2.1
  • Starting and Stopping the Reporter Daemon
  • Adding Data Sources to Reporter
  • Create a PostgreSQL query, view, or table that will provide the data for your data source
  • Add a new class to fm_IDL.xml for your data source
  • Restart the affected services to see the new data source in the reporter
  • Exporting Report Templates Using phpPgAdmin
• Folders

  Done - from 2.1
  • Creating Folders
  • Managing Folders
• Templates

  Done - from 2.1
  • Creating Templates
  • Choosing Report Fields
  • Applying Filters
  • Cloning Shared Templates
  • Template Terminology
• Output

  Done - from 2.1
  • Generating Reports from Templates
  • Viewing Report Output
  • Running Recurring Reports

Please add sections

• My Lists

  DONE

Please add sections

• Intro to Opensrf
• Intro. to SQL (in context of Evergreen)
• Other Developer basics?
• Contributing Code to the Evergreen project
• Adding Translations (See: http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n)

• Attributions