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| evergreen-docs:2.5_needs [2014/03/20 16:24] – [Old/Missing Sections Needing Review] rjs7 | evergreen-docs:2.5_needs [2014/07/03 14:20] – [Serials] rjs7 |
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| =====Evergreen 2.5 Documentation Needs===== | =====Evergreen 2.5 Documentation Needs===== |
| Documentation needs based on the [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|2.5 Release Notes]] | Documentation needs based on the [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|2.5 Release Notes]] |
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| | Copy the HTML code below to update the status of an item: |
| | * Assign yourself: ''<html><span style="color:blue;font-weight:bold">[your name]</span></html>'' (<html><span style="color:blue;font-weight:bold">[your name]</span></html>) |
| | * Add a status: ''<html><span style="color: green;font-weight: bold"> COMPLETE!</span></html>'' (<html><span style="color: green;font-weight: bold">COMPLETE!</span></html>) |
| | |
| ====Acquisitions==== | ====Acquisitions==== |
| * Support PO activation without loading copies into catalog - Should be added to chapter on PO's while moving PO chapter up - <html><span style="color: blue;font-weight: bold">Kathy</span></html> | * Support PO activation without loading copies into catalog - Should be added to chapter on PO's while moving PO chapter up - <html><span style="color: blue;font-weight: bold">Kathy</span></html> |
| * Differentiate between cancelled and "delayed" lineitems - Same as above - <html><span style="color: blue;font-weight: bold">Kathy</span></html> | * Differentiate between cancelled and "delayed" lineitems - Same as above - <html><span style="color: blue;font-weight: bold">Kathy</span></html> |
| * Opportunistic Acquisitions In-Process Copy Overlay - <html><span style="color: blue;font-weight: bold">Calvin College</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> | * <del>Opportunistic Acquisitions In-Process Copy Overlay</del> - <html><span style="color: blue;font-weight: bold">Calvin College</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| |
| ====Administration==== | ====Administration==== |
| * Default filter option for configuration screens - **bitesize** | * Default filter option for configuration screens - **bitesize** |
| * Purge holds | * Purge holds |
| * Action trigger repeatability - Should be incorporated in [[http://docs.evergreen-ils.org/2.0/draft/html/actiontriggers.html|action/trigger documentation]] when moved up from 2.0 - <html><span style="color:blue;font-weight:bold">Calvin College</span> <span style="color: green;font-weight: bold">COMPLETE!</span></html> | * <del>Action trigger repeatability - Should be incorporated in [[http://docs.evergreen-ils.org/2.0/draft/html/actiontriggers.html|action/trigger documentation]] when moved up from 2.0</del> - <html><span style="color:blue;font-weight:bold">Calvin College</span> <span style="color: green;font-weight: bold">COMPLETE!</span></html> |
| * Integration with PV Supa Goodstuff - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Integration_PV_Supa_Goodstuff_doc/2.5_Integration_PV_Supa_Goodstuff.txt|Equinox documentation]] | * <del>Integration with PV Supa Goodstuff</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| ====Cataloging==== | ====Cataloging==== |
| * Default Values for Vandelay Item Import - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Default_Values_Vandelay_Item_Import_doc/2.5_Default_Values_Vandelay_Item_Import.txt|Equinox documentation]] | * <del>Default Values for Vandelay Item Import</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Z39.50 Search Enhancements - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Z3950_Search_Enhancements_doc/2.5_Z3950_Search_Enhancements.txt|Equinox documentation]] | * <del>Z39.50 Search Enhancements</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| ====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 | * Print Single Item Receipt [[https://gist.github.com/alynn26/9766996|Submitted by Lynn Floyd, needs review]] |
| * 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** |
| * Standalone Mode Shortcut | * Standalone Mode Shortcut |
| * User Setting Defaults | * User Setting Defaults |
| * Alternate Hold Pick up Location - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Custom_Hold_Pickup_Location_doc/2.5_Custom_Hold_Pickup_Location.txt|Equinox documentation]] | * <del>Alternate Hold Pick up Location</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Long Overdue Penalty - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Long_Overdue_Penalty_doc/2.5_Long_Overdue_Penalty.txt|Equinox documentation]] | * <del>Long Overdue Penalty</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Mark Item Long Overdue - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Mark_Item_Long_Overdue_doc/2.5_Mark_Item_Long_Overdue.txt|Equinox documentation]] | * <del>Mark Item Long Overdue</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Lost and Long Overdue Bill Colors - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Lost_and_Long_Overdue_Bill_Colors_doc/2.5_Lost_and_Long_Overdue_Bill_Colors.txt|Equinox documentation]] | * <del>Lost and Long Overdue Bill Colors</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Sorting Money Columns in Billing Interface - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Sorting_Money_Columns_in_Billing_Interface_doc/2.5_Sorting_Money_Columns_in_Billing_Interface.txt|Equinox documentation]] | * <del>Sorting Money Columns in Billing Interface</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Enhancements to Items Out - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://docs.evergreen-ils.org/2.5/_lost_and_long_overdue_bill_colors.html|In official EG documentation]] | * <del>Enhancements to Items Out</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://docs.evergreen-ils.org/2.5/_lost_and_long_overdue_bill_colors.html|In official EG documentation]] |
| * Disable Patron Credit - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://docs.evergreen-ils.org/2.5/_disable_patron_credit_in_billing_interface.html|In official EG documentation]] | * <del>Disable Patron Credit</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://docs.evergreen-ils.org/2.5/_disable_patron_credit_in_billing_interface.html|In official EG documentation]] |
| |
| ====OPAC==== | ====OPAC==== |
| * Added Content by Record ID | * Added Content by Record ID |
| * 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. |
| * Linked library names in copy details - **Not really bitesized, but should be a fairly straightforward feature to document for somebody who is new to DIG. All relevant settings are mentioned in the release notes** | * <del>Linked library names in copy details</del> - <html><span style="color:blue;font-weight:bold">Kathy</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * OPAC maintenance message | * OPAC maintenance message |
| * 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. | * 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. |
| * 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. |
| * Catalog Browse - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Catalog_Browse_doc/2.5_Catalog_Browse.txt|Equinox documentation]] | * <del>Catalog Browse</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Patron Self-Registration - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> [[http://www.esilibrary.com/esi/docs/asciidoc/2.5_Patron_Self_Registration_doc/2.5_Patron_Self_Registration.txt|Equinox documentation]] | * <del>Patron Self-Registration</del> - <html><span style="color:blue;font-weight:bold">ESI</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| ====Serials==== | ====Serials==== |
| * Serial Alerts at Receive Time - <html><span style="color:blue;font-weight:bold">Calvin College</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> | * <del>Serial Alerts at Receive Time</del> - <html><span style="color:blue;font-weight:bold">Calvin College</span><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
| * Support Reader Address Information in Routing Slip Template | * Support Reader Address Information in Routing Slip Template |
| ====SIP==== | ====SIP==== |
