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evergreen-docs:2.11_needs [2016/11/17 19:54]
sandbergja [Cataloging] added some of this to the official docs
evergreen-docs:2.11_needs [2017/02/17 17:38]
dluchenbill [Circulation]
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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>​ <​html><​span style="​color:​ green;​font-weight:​ bold">​in progress</​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: 2017/03/24 08:24 by rjs7

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