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| evergreen-docs:2.11_needs [2016/12/01 10:34] – rjs7 | evergreen-docs:2.11_needs [2022/02/10 13:34] (current) – external edit 127.0.0.1 |
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| =====Evergreen 2.11 Documentation Needs===== | <del>Evergreen 2.11 Documentation Needs</del> (deprecated, see [[evergreen-docs:2.12_needs]]) |
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| Documentation needs based on the [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Release Notes]] entries that were submitted with new features during the 2.11 release cycle as well as [[https://launchpad.net/evergreen/2.11 | Launchpad bugs]] targeted to 2.11. | Documentation needs based on the [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Release Notes]] entries that were submitted with new features during the 2.11 release cycle as well as [[https://launchpad.net/evergreen/2.11 | Launchpad bugs]] targeted to 2.11. |
| ====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 |
| * <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! |
| * <del>Selectable Bibliographic Source Update</del> - <html><span style="color:blue;font-weight:bold">Jane S.</span></html> - done! | * <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 |
| |
| |
| * 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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| | |
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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> |
| |
| * 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 |
| * 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 |
| |
| * 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 |
| * **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> |
| |
| * 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.) |
| * 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 |
| * 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** |
| * 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. |
| * 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 |
| * 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]] |
