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| evergreen-docs:documentation_needs [2020/10/26 11:58] – [Client] sandbergja | evergreen-docs:documentation_needs [2024/04/04 17:09] – [3.12 Documentation Still Needed] smorrison |
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| ^ **1. Choose a Task** ^ **2. Read Release Notes** ^ **3. Update the Docs** ^ | ^ **1. Choose a Task** ^ **2. Read Release Notes** ^ **3. Update the Docs** ^ |
| | \\ - Look at the task list below and add your name next to a task\\ - Need a wiki account? [[docs@evergreen-ils.org|Just ask]]. | \\ - Review the release notes entry for the feature (and/or the Launchpad bug)\\ - It may need a new section in one or more of the [[http://docs.evergreen-ils.org|official manuals]]\\ - It may fit within an existing section\\ - It may only need updated screenshots\\ - You may be able to simply copy the release note into the appropriate section | \\ - Make corrections in any\\ format (perhaps by editing\\ on GitHub) and share with the [[open-ils-documentation@list.georgialibraries.org|email list]]\\ - Learn more about [[evergreen-docs:how-to-contribute-documentation|ways to contribute your changes]] | | | \\ - Look at the task list below and add your name next to a task\\ - Need a wiki account? [[docs@evergreen-ils.org|Just ask]]. | \\ - Review the release notes entry for the feature (and/or the Launchpad bug)\\ - It may need a new section in one or more of the [[http://docs.evergreen-ils.org|official manuals]]\\ - It may fit within an existing section\\ - It may only need updated screenshots\\ - You may be able to simply copy the release note into the appropriate section | \\ - Make corrections in any\\ format (perhaps by editing\\ on GitHub) and share with the [[evergreen-documentation@list.evergreen-ils.org|email list]]\\ - Learn more about [[evergreen-docs:how-to-contribute-documentation|ways to contribute your changes]] | |
| |
| ==== Style Guide ==== | ==== Style Guide ==== |
| * Remember to follow (and improve) the [[evergreen-docs:dig_style_guide|DIG Style Guide]] | * Remember to follow (and improve) the [[evergreen-docs:dig_style_guide|DIG Style Guide]] |
| |
| ===== EASY Tasks for New Contributors ===== | ====3.12 Documentation Still Needed==== |
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| **Bitesize (simple) documentation bugs on [[https://bugs.launchpad.net/evergreen/?field.searchtext=&orderby=-importance&search=Search&field.status%3Alist=NEW&field.status%3Alist=CONFIRMED&field.status%3Alist=TRIAGED&field.status%3Alist=INPROGRESS&field.status%3Alist=FIXCOMMITTED&field.status%3Alist=INCOMPLETE_WITH_RESPONSE&field.status%3Alist=INCOMPLETE_WITHOUT_RESPONSE&assignee_option=any&field.tag=bitesize-doc+&field.tags_combinator=ANY|Launchpad]]**: | List here all extant documentation needed for Evergreen version 3.12: |
| |
| * **IDL acronym used, but never defined** | * Hatch Print Config Angular Port ([[https://bugs.launchpad.net/evergreen/+bug/1965326|LP1965326]]) - there's not a lot on Hatch in general in the documentation. |
| * [[https://bugs.launchpad.net/evergreen/+bug/1857917|Details on Launchpad]] | * Shelving Locations Editor: Hide deleted shelving locations by default ([[https://bugs.launchpad.net/evergreen/+bug/1917092|LP1917092]]) - can likely just be a quick/short addition maybe in the intro or in the section about deleting |
| * Simply add term to glossary (can use suggested definition on bug report) | * Staff can now set a default item alert type for new item alerts ([[https://bugs.launchpad.net/evergreen/+bug/2017673|LP2017673]]) |
| | * Two new filter combo boxes have been added to the Holds Pull List ([[https://bugs.launchpad.net/evergreen/+bug/1968070|LP1968070]]) - I (Susan) can take this one, I made some updates to PINES's docs that I can generalize |
| | * Grids throughout the staff client now have an option to print only rows that the user has selected, rather than printing all rows in the grid([[https://bugs.launchpad.net/evergreen/+bug/2037128|LP2037128]]) - Susan can take this one too |
| | * Adds display of upcoming closures (as entered in the Closed Dates Editor) to the library information pages in the OPAC. ([[https://bugs.launchpad.net/evergreen/+bug/2017913|LP2017913]]) |
| |
| * **Docs use acronym TLD without defining it** | \\ |
| * [[https://bugs.launchpad.net/evergreen/+bug/1837753|Details on Launchpad]] | ===== EASY Tasks for New Contributors ===== |
| * Add term to glossary (can use suggested definition on bug report) | |
| * Also change first use of "TLD" to "Top Level Domain (TLD)" | |
| |
| * **Documentation needed for adjustable font size in the catalog** | **Bitesize (simple) documentation bugs on [[https://bugs.launchpad.net/evergreen/?field.searchtext=&orderby=-importance&search=Search&field.status%3Alist=NEW&field.status%3Alist=CONFIRMED&field.status%3Alist=TRIAGED&field.status%3Alist=INPROGRESS&field.status%3Alist=FIXCOMMITTED&field.status%3Alist=INCOMPLETE_WITH_RESPONSE&field.status%3Alist=INCOMPLETE_WITHOUT_RESPONSE&assignee_option=any&field.tag=bitesize-doc+&field.tags_combinator=ANY|Launchpad]]**: |
| * [[https://bugs.launchpad.net/evergreen/+bug/1250528|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_using_the_browser_staff_client.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/admin/web-client-browser-best-practices.adoc|Edit on GitHub]] | |
| * To fix this, let's add a section about browser font size controls to the "Using the Browser Staff Client" chapter | |
| * [[https://support.mozilla.org/en-US/kb/font-size-and-zoom-increase-size-of-web-pages|Mozilla Firefox]] | |
| * [[https://support.google.com/chrome/answer/96810?hl=en|Google Chrome]] | |
| | |
| * **Add tips for using the browser bookmarks toolbar in place of the XUL button bar** | |
| * [[https://bugs.launchpad.net/evergreen/+bug/1751146|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_best_practices_for_using_the_browser.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/admin/web-client-browser-best-practices.adoc|Edit on GitHub]] | |
| * [[https://support.google.com/chrome/answer/188842?hl=en&co=GENIE.Platform=Desktop|Managing Bookmarks in Google Chrome]] | |
| * We may want to include tips about [[https://support.google.com/chrome/answer/2391819?co=GENIE.Platform%3DDesktop&hl=en|Managing Tabs in Google Chrome]] | |
| |
| * **Update "Holds Management" section for web client** | * **Update "Holds Management" section for web client** |
| * [[https://bugs.launchpad.net/evergreen/+bug/1775402|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_holds_management.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/circulation/advanced_holds.adoc|Edit on GitHub]] | * [[https://bugs.launchpad.net/evergreen/+bug/1775402|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_holds_management.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/circulation/advanced_holds.adoc|Edit on GitHub]] |
| |
| * **Update "Address Alert" section for web client** | * **Move images into dedicated page subfolder** |
| * [[https://bugs.launchpad.net/evergreen/+bug/1776977|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_address_alert.html|Current Docs]] - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/admin/lsa-address_alert.adoc|Edit on GitHub]] | * [[https://bugs.launchpad.net/evergreen/+bug/2060219|Details on Launchpad]] |
| |
| * **Give example for importing stat cats via Holdings Import Profile** | * **Give example for importing stat cats via Holdings Import Profile** |
| |
| === Credit Card Processing === | === Credit Card Processing === |
| * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Credit Processor Stripe Settings Permissions]] | * <del>[2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Credit Processor Stripe Settings Permissions]]</del> - Done |
| * [2.10] Credit card receipts and privacy (May simply copy the [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html#_credit_card_receipts_and_privacy|release notes]]) | * [2.10] Credit card receipts and privacy (May simply copy the [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html#_credit_card_receipts_and_privacy|release notes]]) |
| |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_server_managed_print_templates_for_angular|Server-Managed Print Templates for Angular]] | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_server_managed_print_templates_for_angular|Server-Managed Print Templates for Angular]] |
| * [3.2] Switching workstation settings to user settings: see [[https://markmail.org/message/hfaogumstphagscy|this email]], [[http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119|this irc message]], [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html#_browser_client_settings_amp_preferences_stored_on_the_server|these release notes]], and especially [[https://markmail.org/message/njz7qt7lfmhmtjgo|this email]] | * [3.2] Switching workstation settings to user settings: see [[https://markmail.org/message/hfaogumstphagscy|this email]], [[http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119|this irc message]], [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html#_browser_client_settings_amp_preferences_stored_on_the_server|these release notes]], and especially [[https://markmail.org/message/njz7qt7lfmhmtjgo|this email]] |
| * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Latency Tester Tool]] | * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Latency Tester Tool]] <html><span style="color:blue;font-weight:bold">[Lynn Floyd]</span></html> |
| * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Description Field to Circulation and Hold Configuration Entries]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Description Field to Circulation and Hold Configuration Entries]] |
| * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Configurable Bib Record Display Fields]] -- this would be helpful with an example of how to display these fields in notification templates and/or elsewhere | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Configurable Bib Record Display Fields]] -- this would be helpful with an example of how to display these fields in notification templates and/or elsewhere |
| ==== Cataloging ==== | ==== Cataloging ==== |
| |
| | * Holdings Editor Defaults - especially around call number defaults |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_cataloging|Manage Authorities angular version]] -- some light updates and perhaps some screenshots would be helpful | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_cataloging|Manage Authorities angular version]] -- some light updates and perhaps some screenshots would be helpful |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_cataloging|MARC Batch Edit angular version]] -- some light updates and perhaps some screenshots would be helpful | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_cataloging|MARC Batch Edit angular version]] -- some light updates and perhaps some screenshots would be helpful |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_administration|Preloaded Audio Icon and Search Format]] -- probably would work best as part of an entirely new section written about format icons, with catalogers as the main audience | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_administration|Preloaded Audio Icon and Search Format]] -- should be added to [[https://docs.evergreen-ils.org/eg/docs/latest/admin/MARC_RAD_MVF_CRA.html#_search_and_icon_formats|this documentation]]. Also, that documentation should probably also be included in the cataloging area (maybe as an [[https://docs.antora.org/antora/2.2/asciidoc/include-partial/|antora partial]]?). |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_cancel_edit_button_in_record_merge_interface|New Cancel Edit Button In Record Merge Interface]] <html><span style="color:blue;font-weight:bold">jweston</span></html> | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_cancel_edit_button_in_record_merge_interface|New Cancel Edit Button In Record Merge Interface]] <html><span style="color:blue;font-weight:bold">jweston</span></html> |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_staff_catalog_basket_export_option|Staff Catalog Basket Export Option]] <html><span style="color:blue;font-weight:bold">jweston</span></html> | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_staff_catalog_basket_export_option|Staff Catalog Basket Export Option]] <html><span style="color:blue;font-weight:bold">jweston</span></html> |
| * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron barcode regex for patron registration]] | * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron barcode regex for patron registration]] |
| * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron blocking by lost items and include lost as items out]] | * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Patron blocking by lost items and include lost as items out]] |
| | * [[http://docs.libraries.coop/sitka/_resetting_staff_account_password.html | staff account password resets]] |
| |
| Self Check Out | Self Check Out |
| * [3.6] Angular staff catalog is now the default -- probably lots of implications for step-by-step procedures, screenshots, etc. | * [3.6] Angular staff catalog is now the default -- probably lots of implications for step-by-step procedures, screenshots, etc. |
| * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Disabling of legacy XUL client]] | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Disabling of legacy XUL client]] |
| * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Browser Client Settings & Preferences Stored on the Server]] -- also see this IRC discussion: http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119 | * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Browser Client Settings & Preferences Stored on the Server]] -- also see this IRC discussion: http://irc.evergreen-ils.org/evergreen/2019-06-03#i_408119 <html><span style="color:blue;font-weight:bold">[Lynn]</span></html> |
| * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Circ Modifier to Record Detail Page in Staff TPAC]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Add Circ Modifier to Record Detail Page in Staff TPAC]] |
| * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Date+Time Format Settings for Web Client]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Date+Time Format Settings for Web Client]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_grid_improvements|New features for Angular Grids]] | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_grid_improvements|New features for Angular Grids]] |
| | |
| ==== Course Materials ==== | |
| * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Course Materials Module]] -- [[https://docs.google.com/document/d/1Dy1jcs6Kog8kxuIGg2GfJ4wIr4uKwMuMzd-uGuovaCc/edit#|this test plan]] may be helpful | |
| |
| ==== Public catalog ==== | ==== Public catalog ==== |
| | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_opac_2|Enhanced Public Catalog Printing and Email]] |
| | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_opac_2|Improve Access to Libray Info in OPAC]] |
| * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_carousels|Carousels]] | * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_carousels|Carousels]] |
| * NOTE: This contains info that should be added to other sections (e.g. Administration, OPAC Customization) | * NOTE: This contains info that should be added to other sections (e.g. Administration, OPAC Customization) |
| |
| ==== Reports ==== | ==== Reports ==== |
| | * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_reports|Subtotals]] |
| * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Fix to reporter.classic_current_circ view]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Fix to reporter.classic_current_circ view]] |
| * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|New report source table allowing report of "last" deleted copy]] | * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|New report source table allowing report of "last" deleted copy]] |
| * Archiving of Circulation Transactions (new section) | * Archiving of Circulation Transactions (new section) |
| * Addresses on Routing List (missing?) | * Addresses on Routing List (missing?) |
| | * Wrong Cover Art, and what to do. |
| |
| * Administration | * Administration |
| * Group Penalty Thresholds | * Group Penalty Thresholds |
| * Hold Policies - some very useful info here (especially from a command-line perspective): https://evergreen-ils.org/~bshum/eg12/looking-glass/notes.html | * Hold Policies - some very useful info here (especially from a command-line perspective): https://evergreen-ils.org/~bshum/eg12/looking-glass/notes.html |
| * 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>https://github.com/evergreen-library-system/Evergreen/pull/115 |
| * Search Filter Groups | * Search Filter Groups |
| * Surveys <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>[[https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/lfloyd/Docs_Surveys|Surveys]]<html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> | * Surveys <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>[[https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/lfloyd/Docs_Surveys|Surveys]]<html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> |
