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evergreen-docs:2.11_needs [2016/11/17 19:54] – [Cataloging] added some of this to the official docs sandbergjaevergreen-docs:2.11_needs [2017/02/17 17:38] – [Circulation] dluchenbill
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 ====Administration==== ====Administration====
  
-  * 2.1.1. Add Date Header to Action Trigger Email/SMS Templates+  * Add Date Header to Action Trigger Email/SMS Templates
   * Tablefunc Extension No Longer Required   * Tablefunc Extension No Longer Required
   * Purge User Activity   * Purge User Activity
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   * <del>Authority Propagation Updates Bib Editor / Edit Date</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done!   * <del>Authority Propagation Updates Bib Editor / Edit Date</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done!
   * <del>Bibliographic record source now copied to 901$s</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done!   * <del>Bibliographic record source now copied to 901$s</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done!
-  * Selectable Bibliographic Source Update - <html><span style="color:blue;font-weight:bold">Jane S.</span></html>+  * <del>Selectable Bibliographic Source Update</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done! 
 +  * Copy Alerts - <html><span style="color:blue;font-weight:bold">Angela -Done, need to commit</span></html>
      
 ====Circulation==== ====Circulation====
  
   * Staff Client Honors Aged Circulations   * Staff Client Honors Aged Circulations
-  * "Canceled Transit" Item Status +  * "Canceled Transit" Item Status - <html><span style="color:blue;font-weight:bold">Debbie</span></html> 
-  * Copy Status "Is Available" Flag +  * Copy Status "Is Available" Flag - <html><span style="color:blue;font-weight:bold">Debbie</span></html> <html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> 
-  * Email Checkout Receipts+  * Email Checkout Receipts - <html><span style="color:blue;font-weight:bold">Angela -Done, need to commit</span></html>
   * Set Per-OU Limits on Allowed Payment Amounts   * Set Per-OU Limits on Allowed Payment Amounts
  
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   * Merge Notification Preferences Tables in TPAC   * Merge Notification Preferences Tables in TPAC
-  * Improved Holds Screens in My Account +  * Improved Holds Screens in My Account - <html><span style="color:blue;font-weight:bold">Jeanette L.</span></html>  
-  * Statistically generated Record Ratings (Popularity) +  * Statistically generated Record Ratings (Popularity) - <html><span style="color:blue;font-weight:bold">Angela -Done, need to commit</span></html> 
-  * Removal of Advanced Hold Options link when part holds are expected+    * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11_0#_popularity_boost_for_ranking_search_results|Use the full release notes]] as the documentation 
 +    * NOTE: Batch admin interfaces are only available in the web staff client. 
 +  * Removal of Advanced Hold Options link when part holds are expected - <html><span style="color:blue;font-weight:bold">Jeanette L.</span></html>
  
      
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   * Additional fixed fields   * Additional fixed fields
-  * Quickly export non-imported records+  * <del>Quickly export non-imported records</del> <html><span style="color:blue;font-weight:bold">Remington</span> <span style="color: green;font-weight: bold">DONE</span></html>
   * Link personal name/title series added entries   * Link personal name/title series added entries
   * MARC stream importer authority records and repairs <html><span style="color:blue;font-weight:bold">Yamil</span> <span style="color: green;font-weight: bold">in progress</span></html>   * MARC stream importer authority records and repairs <html><span style="color:blue;font-weight:bold">Yamil</span> <span style="color: green;font-weight: bold">in progress</span></html>
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   * Alternate parts selection display when placing holds   * Alternate parts selection display when placing holds
-  * web staff client patron editor+  * web staff client patron editor :?: browser client
   * non-active status copy transit message   * non-active status copy transit message
   * selectively disallow opt-in based on patron's home library   * selectively disallow opt-in based on patron's home library
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   * Search scope depth selection   * Search scope depth selection
   * <del>Limiter to exclude electronic resources</del> <html><span style="color:blue;font-weight:bold">Anna</span></html> <html><span style="color: green;font-weight: bold">completed</span></html>   * <del>Limiter to exclude electronic resources</del> <html><span style="color:blue;font-weight:bold">Anna</span></html> <html><span style="color: green;font-weight: bold">completed</span></html>
-  * Expand unAPI API (May simply copy the [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html#_expand_unapi_api|release notes]])+  * <del>Expand unAPI API</del> <html><span style="color:blue;font-weight:bold">Jane S.</span> <span style="color: green;font-weight: bold">completed</span></html>
   * New form/genre search and facet index   * New form/genre search and facet index
   * Limit numbers of facets retrieved during search   * Limit numbers of facets retrieved during search
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   * Administration   * Administration
-    * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_pre_expiration_a_t_event_definition|Pre-Expiration A/T Event Definition]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/5574d7e4587d3c3e7587|Gist]]+    * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_pre_expiration_a_t_event_definition|Pre-Expiration A/T Event Definition]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/5574d7e4587d3c3e7587|Gist]] FIXME
     * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_upgrade_notes_2|Upgrade Notes]]     * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_upgrade_notes_2|Upgrade Notes]]
       * Remove Script-Based Circulation Configuration       * Remove Script-Based Circulation Configuration
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       * **WAIT:** Add to new section about Linked Data or TPAC Discoverability (Yamil?)       * **WAIT:** Add to new section about Linked Data or TPAC Discoverability (Yamil?)
     * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_marc_tag_table_service|MARC Tag-table Service]]     * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_marc_tag_table_service|MARC Tag-table Service]]
-      * **EASY:** Add release notes to [[http://docs.evergreen-ils.org/dev/_web_client_preview.html|Web Staff Client docs]] under new "Cataloging" chapter after "122. Circulation - Patron Record" - <html><span style="color:blue;font-weight:bold">Jane S.</span></html>+      * **EASY:** Add release notes to [[http://docs.evergreen-ils.org/dev/_web_client_preview.html|Web Staff Client docs]] under new "Cataloging" chapter after "122. Circulation - Patron Record" - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> :?: browser client
  
   * Circulation   * Circulation
     * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_conditional_negative_balances|Conditional Negative Balances]] <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color:green;font-weight:bold"> Partially complete</span></html> Docs are updated, but I'm still working on a new billing section that explains the settings more clearly     * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_conditional_negative_balances|Conditional Negative Balances]] <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color:green;font-weight:bold"> Partially complete</span></html> Docs are updated, but I'm still working on a new billing section that explains the settings more clearly
-    * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_selfcheck_inactivity_warning|Selfcheck Inactivity Warning]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/7811c59905a321807518|Gist]]+    * [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_selfcheck_inactivity_warning|Selfcheck Inactivity Warning]] <html><span style="color:blue;font-weight:bold"> Stompro</span><span style="color: green;font-weight: bold"> in progress</span></html> [[https://gist.github.com/stompro/7811c59905a321807518|Gist]] FIXME
     * [[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>     * [[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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     * MARC Stream Importer Command line options <HTML><span style="color:blue;font-weight:bold">[Kathy]</span></HTML>     * MARC Stream Importer Command line options <HTML><span style="color:blue;font-weight:bold">[Kathy]</span></HTML>
   * OPAC   * OPAC
-    * Added Content by ID <HTML><span style="color:blue;font-weight:bold">[Stompro]</span></HTML>[[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]]+    * Added Content by ID <HTML><span style="color:blue;font-weight:bold">[Stompro]</span></HTML>[[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]] FIXME
     * Content Cafe Added Content Update <HTML><span style="color:blue;font-weight:bold">[Jim Keenan]</span></HTML>     * Content Cafe Added Content Update <HTML><span style="color:blue;font-weight:bold">[Jim Keenan]</span></HTML>
     * More RDA 264 tag support <HTML><span style="color:blue;font-weight:bold">[Yamil]</span></HTML> (Yamil wants to collaborate with any new DIG members on this simple feature.)     * More RDA 264 tag support <HTML><span style="color:blue;font-weight:bold">[Yamil]</span></HTML> (Yamil wants to collaborate with any new DIG members on this simple feature.)
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   * Administration   * Administration
     * Default filter option for configuration screens - **bitesize**     * Default filter option for configuration screens - **bitesize**
-    * Purge holds <html><span style="color:blue;font-weight:bold">[Stompro]</span></html>  [[https://gist.github.com/stompro/965421a6f1650002f3fa|Working GIST]]+    * Purge holds <html><span style="color:blue;font-weight:bold">[Stompro]</span></html>  [[https://gist.github.com/stompro/965421a6f1650002f3fa|Working GIST]] FIXME
   * Circulation   * Circulation
     * Patron barcode regex for patron registration     * Patron barcode regex for patron registration
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     * Floating Groups - Note: Developer documentation is done, but could use review for readability and to add screenshots.     * 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     * Patron blocking by lost items and include lost as items out
-    * Print Single Item Receipt [[https://gist.github.com/alynn26/9766996|Submitted by Lynn Floyd, needs review]]+    * Print Single Item Receipt [[https://gist.github.com/alynn26/9766996|Submitted by Lynn Floyd, needs review]] FIXME
     * 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]]     * 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]]
     * Adjustable font size in the staff client catalog - **bitesize**     * Adjustable font size in the staff client catalog - **bitesize**
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     * User Setting Defaults     * User Setting Defaults
   * OPAC   * OPAC
-    * Added Content by Record ID <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]]+    * Added Content by Record ID <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/0008bcdd39fdaf68ba2b|Working GIST]] FIXME
     * Conjoined items - update [[http://docs.evergreen-ils.org/2.4/_conjoined_items.html]] docs to update with tpac functionality and replace jspac screenshots with tpac screenshots.     * Conjoined items - update [[http://docs.evergreen-ils.org/2.4/_conjoined_items.html]] docs to update with tpac functionality and replace jspac screenshots with tpac screenshots.
-    * OPAC maintenance message <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/f3081e1a302d8d716010|Working GIST]]+    * OPAC maintenance message <html><span style="color:blue;font-weight:bold">[Stompro]</span></html> [[https://gist.github.com/stompro/f3081e1a302d8d716010|Working GIST]] FIXME
     * My List enhancements - Enhancements include improvement on navigation for My Lists by displaying a page number and allowing for navigation by page number; addition of pagination for items in a list; addition of My Lists Preferences tab in Account Preferences where users can identify the number of lists and the number of list items that should display in each page; and a prompt now displays when users select the Delete List button confirming that they really want to delete the list. Should be incorporated in [[http://docs.evergreen-ils.org/2.4/_my_lists.html|My Lists]] documentation.<html><span style="color:blue;font-weight:bold;">Jessica</span></html>     * My List enhancements - Enhancements include improvement on navigation for My Lists by displaying a page number and allowing for navigation by page number; addition of pagination for items in a list; addition of My Lists Preferences tab in Account Preferences where users can identify the number of lists and the number of list items that should display in each page; and a prompt now displays when users select the Delete List button confirming that they really want to delete the list. Should be incorporated in [[http://docs.evergreen-ils.org/2.4/_my_lists.html|My Lists]] documentation.<html><span style="color:blue;font-weight:bold;">Jessica</span></html>
     * Some new OPAC features (shelving location filter, set search context by shortname, RSS links to full catalog) should probably be incorporated in a larger "document the tpac" project.     * Some new OPAC features (shelving location filter, set search context by shortname, RSS links to full catalog) should probably be incorporated in a larger "document the tpac" project.
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       * Item Attribute Editor       * Item Attribute Editor
       * Non-Cataloged Types Editor <html><span style="color:blue;font-weight:bold">[Debbie L.]</span></html>       * Non-Cataloged Types Editor <html><span style="color:blue;font-weight:bold">[Debbie L.]</span></html>
 +      * Notifications / Action Triggers
 +        * Using the "Test" tab (currently supported for circ triggers)
       * Patrons with Negative Balances <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>       * Patrons with Negative Balances <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>
       * Search Filter Groups       * Search Filter Groups
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       * 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]]+      * Patron Requests/Acquisition requests - [[https://gist.github.com/stompro/5768323e51326b8388a7|Notes Gist]] FIXME
     * Server Administration     * Server Administration
       * Actor Stat Cat Sip Fields       * Actor Stat Cat Sip Fields
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       * Import Match Sets       * Import Match Sets
       * User Setting Types <html><span style="color:blue;font-weight:bold">[Stompro]</span></html>       * User Setting Types <html><span style="color:blue;font-weight:bold">[Stompro]</span></html>
-      * Database Backup and Restore Documentation [[https://gist.github.com/stompro/b9d44ed44f57f4e1a54c|Notes/In Progress Gist]] +      * Database Backup and Restore Documentation [[https://gist.github.com/stompro/b9d44ed44f57f4e1a54c|Notes/In Progress Gist]] FIXME 
-      * Loop-Based Hold Targeting & Pickup Location Weight [[https://gist.github.com/stompro/f22ebdb8521193b84408|Notes/In Progress Gist]]+      * Loop-Based Hold Targeting & Pickup Location Weight [[https://gist.github.com/stompro/f22ebdb8521193b84408|Notes/In Progress Gist]] FIXME
       * Override Permissions - need docs that explain that any event can have an override permission created.       * Override Permissions - need docs that explain that any event can have an override permission created.
       * Z39.50 server setup - [[https://coffeecode.net/egdocs/1.6/draft/html/z3950.html|DBS docs on setting up Z39.50 Server]]       * Z39.50 server setup - [[https://coffeecode.net/egdocs/1.6/draft/html/z3950.html|DBS docs on setting up Z39.50 Server]]
evergreen-docs/2.11_needs.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1

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