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evergreen-docs:documentation_needs [2019/04/11 11:07] – [Other Documentation Tasks] rjs7evergreen-docs:documentation_needs [2024/03/07 17:36] (current) dluchenbill
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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 ====
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   * 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]]
  
 +====3.12 Documentation Still Needed====
 +
 +  * List here all extant documentation needed for Evergreen version 3.12
 +  * 
 +
 +\\
 ===== EASY Tasks for New Contributors ===== ===== EASY Tasks for New Contributors =====
  
 **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]]**: **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]]**:
- 
-  * **"Delete record" option missing from OPAC view**  
-    * [[https://bugs.launchpad.net/evergreen/+bug/1803415|Details on Launchpad]] - [[http://docs.evergreen-ils.org/dev/_working_with_the_marc_editor.html|Current Docs]] (no mention of Delete yet) - [[https://github.com/evergreen-library-system/Evergreen/blob/master/docs/cataloging/MARC_Editor.adoc|Edit on GitHub]] 
-    * Possible places to link to the new section: 
-      * [[http://docs.evergreen-ils.org/dev/_record_buckets.html|Record Buckets]] 
-      * [[http://docs.evergreen-ils.org/dev/_deleting_copies_from_the_catalogue.html|Deleting Copies from the Catalogue]] 
- 
-  * **Documentation needed for adjustable font size in the catalog** 
-    * [[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]] 
  
   * **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** +  * **Give example for importing stat cats via Holdings Import Profile** 
-    * [[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/1845499|Details on Launchpad]]
  
 +  * **Record bucket search by item type**
 +    * [[https://bugs.launchpad.net/evergreen/+bug/1845253|Details on Launchpad]]
  
-**Pull Requests ready for review** (according to [[https://bugs.launchpad.net/evergreen/+bugs?field.searchtext=&orderby=-importance&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&field.tag=documentation+pullrequest&field.tags_combinator=ALL|Launchpad]]):+  * **Archive stat cats clarification** 
 +    * [[https://bugs.launchpad.net/evergreen/+bug/1836221|Details on Launchpad]] 
 + 
 +**Pull Requests ready for review** 
 + 
 +  * [[https://bugs.launchpad.net/evergreen/+bugs?field.searchtext=&orderby=-importance&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&field.tag=documentation+pullrequest&field.tags_combinator=ALL|See Launchpad]]
  
-  * Replace screenshots in "Circulating Items" chapter 
-    * [[https://bugs.launchpad.net/evergreen/+bug/1778712|Details on Launchpad]], [[http://docs.evergreen-ils.org/dev/_circulating_items.html|Current Docs]], [[http://git.evergreen-ils.org/?p=working/Evergreen.git;a=commit;h=60617734450f9891462a850534ab08ae31444c34|Git Working Branch]] 
  
  
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 **Add Terms and Definitions to the Glossary** **Add Terms and Definitions to the Glossary**
   * [[evergreen-docs:glossary|Glossary wiki page (draft)]]   * [[evergreen-docs:glossary|Glossary wiki page (draft)]]
 +  * [[https://bugs.launchpad.net/evergreen/+bug/1855451|Glossary Committed to Master]].  Please add any additional terms and definitions. <html><span style="color: green;font-weight: bold"> UPDATED!!</span></html>
  
 **Documentation Re-Organization Clean Up Tasks** **Documentation Re-Organization Clean Up Tasks**
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 </div></html> </div></html>
  
 +===== Quick Start Guides =====
 +
 +We would like to provide an "Evergreen Quick Start" guide for the most common functions of Evergreen.  The intended audience is library volunteers, student workers, and staff who are new to libraries.  Learn more about the [[evergreen-docs:quickstarts|initial idea]].
 +
 +  * [[http://www.sandbox.lbcc.linnlibraries.org/Evergreen/docs/quickstarts/check_out.html|Proof of concept]]
 +  * Some key features of such a guide would be:
 +    * Short (hopefully fitting on a single page printout)
 +    * Simple (no library jargon, no extra explanations)
 +    * Generic (not specific to any library or consortium)
 +    * Includes a short video
 +  * See [[https://www.youtube.com/playlist?list=PLdwlgwBNnH4rSKEJPA3Q_vz7QO-h4JN0P|Sitka's short videos]] for examples.
 +
 +Here's a list of the guides we think we need.  Feel free to add more!
 +
 +==== Check In ====
 +
 +==== Check Out ====
 +
 +  * See the [[evergreen-docs:quickstarts#check_out|draft of a video script]].
 +
 +==== Adding Holdings ====
 +
 +Adding call numbers and items to a bibliographic record.
 +
 +  * How would you say "bibliographic record" without library jargon?
 ===== Undocumented Features/Changes, Taken From Release Notes ===== ===== Undocumented Features/Changes, Taken From Release Notes =====
  
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 ==== Acquisitions ==== ==== Acquisitions ====
 +  * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_acquisitions|Angular Providers Interface]] -- could use some re-writing and new screenshots.
   * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Invoice Closed Date and Closed By Fields]] -- it would be helpful to document the advice about creating report templates here   * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Invoice Closed Date and Closed By Fields]] -- it would be helpful to document the advice about creating report templates here
   * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Inline Item Detail View]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML>   * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Inline Item Detail View]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML>
-    * Consider borrowing from [[http://docs.sitka.bclibraries.ca/Acq/current/html/line-item-detailed-view.html|SITKA's chapter on this subject]] :!: (old link)+    * Consider borrowing from [[https://docs.libraries.coop/acquisitions/_line_items.html#lineitem-detail|SITKA's chapter on this subject]]
   * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Lineitem Order Identifiers]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML>   * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Lineitem Order Identifiers]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML>
-    * Consider borrowing from [[http://docs.sitka.bclibraries.ca/Acq/current/html/identifier-selector.html|SITKA's chapter on this subject]] :!: (old link)+    * Consider borrowing from [[https://docs.libraries.coop/acquisitions/_line_items.html#order-identifier|SITKA's chapter on this subject]]
   * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Purchase Order and other Interface Improvements]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML>   * [2.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_4.html|Acquisitions Purchase Order and other Interface Improvements]] - <HTML><span style="color:blue;font-weight:bold">MassLNC/SITKA</span></HTML>
  
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 === Notification / Action Triggers === === Notification / Action Triggers ===
-  * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|3 Day Courtesy Notice by SMS]]+  * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|3 Day Courtesy Notice by SMS]] <html><span style="color:blue;font-weight:bold">stephengwills</span></html>
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Action/Trigger Events Data Purging]]   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Action/Trigger Events Data Purging]]
   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|get_org_unit_ancestor_at_depth Helper Added to Action Trigger Reactor Helpers]]   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|get_org_unit_ancestor_at_depth Helper Added to Action Trigger Reactor Helpers]]
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 === Circulation Administration === === Circulation Administration ===
   * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Permission Group Display Entries]]   * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Permission Group Display Entries]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_standing_penalty_admin_page|Angular Standing Penalty Admin Page]]
  
 === 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]])
  
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   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Add separate make target for translators]]   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Add separate make target for translators]]
   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Allow admin to specify where Perl modules will be installed]]   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Allow admin to specify where Perl modules will be installed]]
 +
 +=== Integration with other software ===
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_configurable_apis_for_patron_authentication_and_retrieval|Configurable APIs for Patron Authentication and Retrieval]]
  
 === Other (or not categorized yet) === === Other (or not categorized yet) ===
-  * <del>[3.3([[https://bugs.launchpad.net/bugs/1805897|Bug #1805897]][[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Include Item Status in marc_export Items Export]]</del> +  * Admin interfaces updated to Angular (probably just need new screenshots) 
-  * <del>[3.3([[https://bugs.launchpad.net/bugs/1805897|Bug #1805897]][[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Ability to Reingest Certain Record Attributes In pingest.pl]]</del> +    * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_organizational_units_admin_page|New Angular interface for Organizational Unit Administration]] 
-  * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Latency Tester Tool]]+    * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_port_org_unit_type_admin_to_angular|New Angular interface for OU Type]] 
 +    * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_port_local_administration_page_to_angular|New Angular local admin interfaces]] 
 +    * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_port_permission_group_admin_to_angular|New permission group admin interface]] 
 +  * [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]] 
 +  * [3.1] [[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
-  * [3.0] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Fix COPY_STATUS_LONGOVERDUE.override Permission Typo]]</del> <html><span style="color:blue;font-weight:bold">katiegmartin</span></html>  <html><span style="color: green;font-weight: bold"> correct in circulating_items_web_client.adoc</span></html>  
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Hold Targeter V2 Repairs and Improvements]]   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Hold Targeter V2 Repairs and Improvements]]
     * START WITH: [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html#_batch_hold_targeter_speed_up_and_new_features|Batch Hold Targeter Speed-up and New Features]] (just copy the release notes entry to the docs)     * START WITH: [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html#_batch_hold_targeter_speed_up_and_new_features|Batch Hold Targeter Speed-up and New Features]] (just copy the release notes entry to the docs)
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 ==== Architecture ==== ==== Architecture ====
   * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Database Support for PostgreSQL 10]]   * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Database Support for PostgreSQL 10]]
-  * <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Ubuntu 18.04 Bionic Beaver]]</del> 
-  * [3.1] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Sample Data Includes Surveys]]</del> -- added to the wiki page about concerto data: https://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins 
-  * <del>[3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Virtual Index Definitions]] - **[[https://github.com/evergreen-library-system/Evergreen/pull/70|GitHub PR #70]]**</del> 
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Pure-SQL catalog searching]]   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Pure-SQL catalog searching]]
     * NOTE: This was a big change! It may be worth writing more about it, maybe in the developer docs section.     * NOTE: This was a big change! It may be worth writing more about it, maybe in the developer docs section.
  
 +==== Booking ==== 
 +  * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Booking Capture in Angular]] -- just needs some updated screenshots
 ==== 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|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]] -- 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#_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#_copy_edit_interface_display_modifications|Copy Edit Interface Display Modifications]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_options_for_importing_copies|New options for importing copies]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_enhanced_request_items_functionality|Enhanced request items functionality]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_display_codes_in_physical_characteristics_wizard_drop_downs_lp_1776003|Display Codes in Physical Characteristics Wizard Drop-downs]] -- might be worth a screenshot
 +  * [3.3] Experimental Angular Staff Catalog
   * MARC Import/Export (a.k.a. Vandelay):   * MARC Import/Export (a.k.a. Vandelay):
     * [3.3] ([[https://bugs.launchpad.net/bugs/1779158|Bug #1779158]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|MARC Import/Export Interface Update (Angular Port)]] -- <html><span style="color:blue;font-weight:bold">Clare</span></html>     * [3.3] ([[https://bugs.launchpad.net/bugs/1779158|Bug #1779158]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|MARC Import/Export Interface Update (Angular Port)]] -- <html><span style="color:blue;font-weight:bold">Clare</span></html>
     * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Asynchronous Vandelay Imports]]     * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Asynchronous Vandelay Imports]]
-  * [3.3] ([[https://bugs.launchpad.net/evergreen/+bug/1716473|Bug #1716473]]) Hide fields in the holdings editor, rather than simply graying them out+  * [3.3] ([[https://bugs.launchpad.net/evergreen/+bug/1716473|Bug #1716473]]) Hide fields in the holdings editor, rather than simply graying them out <html><span style="color:blue;font-weight:bold">Beth W.</span> <span style="color: green;font-weight: bold">In progress</span></html>
   * Spine Labels:   * Spine Labels:
     * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Spine label sheet printing]]     * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Spine label sheet printing]]
     * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Printing spine labels]] (see [[https://bugs.launchpad.net/evergreen/+bug/1704873|bug #1704873]]) - Some very basic documentation exists, but it needs more content about how to work with the templates, etc.     * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Printing spine labels]] (see [[https://bugs.launchpad.net/evergreen/+bug/1704873|bug #1704873]]) - Some very basic documentation exists, but it needs more content about how to work with the templates, etc.
-  * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Support for Last Inventory Date]] +  * [3.1] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Track Record Merges]] <html><span style="colorgreen;font-weightbold"> COMPLETE!</del> -- pushed to master, 3.2 and 3.3
-  * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Track Record Merges]] +
-  * <del>[3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Authority Record and Headings Browse Improvements]] - **[[https://github.com/evergreen-library-system/Evergreen/pull/71|GitHub PR #71]]**</del>+
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Include Call Number Prefixes and Suffixes in Export and Z39.50 output]] -- added to Export documentation, not yet in Z39.50 documentation   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Include Call Number Prefixes and Suffixes in Export and Z39.50 output]] -- added to Export documentation, not yet in Z39.50 documentation
-  * <del>[2.12] New Access Points for MARC Merge/Overlay Profiles - **[[https://github.com/evergreen-library-system/Evergreen/pull/72|GitHub PR #72]]**</del> 
   * <del>[2.11] Copy Alerts - **Angela COMPLETE!** will commit with 3.0 release</del>   * <del>[2.11] Copy Alerts - **Angela COMPLETE!** will commit with 3.0 release</del>
   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Additional fixed fields]]   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Additional fixed fields]]
-  * [2.10] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Link personal name/title series added entries]]</del> - COMPLETE and pushed to 3.1 and above 
  
- +
 ==== Circulation ==== ==== Circulation ====
  
Line 165: Line 202:
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Patron Billing Statement]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|New Patron Billing Statement]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Enhanced Billing Timestamp Support]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Enhanced Billing Timestamp Support]]
-  * <del>[2.9] [[http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html#_conditional_negative_balances|Conditional Negative Balances]]</del> 
  
 Holds Holds
 +  * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Hopeless holds]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Alternate Patron Hold Pickup]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Alternate Patron Hold Pickup]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Place Multiple Holds At Once]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Place Multiple Holds At Once]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Pickup Library for Staff-placed Holds]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Pickup Library for Staff-placed Holds]]
-  * <del>[2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Alternate parts selection display when placing holds]]</del> -- PR here: https://github.com/evergreen-library-system/Evergreen/pull/67+  * <del>[2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|Alternate parts selection display when placing holds]]</del>
   * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|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]]   * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|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]]
  
 Patrons Patrons
 +  * [3.6] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_6_0.html#_circulation|Test notification method]]
   * [3.3] ([[https://bugs.launchpad.net/bugs/1490616|Bug #1490616]]) Changed "Staff-Generated Penalties/Messages" label to "Penalties and Messages" in patron display form    * [3.3] ([[https://bugs.launchpad.net/bugs/1490616|Bug #1490616]]) Changed "Staff-Generated Penalties/Messages" label to "Penalties and Messages" in patron display form 
     * Simple text changes     * Simple text changes
     * Needs updated screenshots     * Needs updated screenshots
-  * <del>[3.3] ([[https://bugs.launchpad.net/bugs/1714070|Bug #1714070]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Patron Parent/Guardian Field]]</del> 
-  * <del>[3.3] ([[https://bugs.launchpad.net/bugs/1715767|Bug #1715767]]) [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Allow Others to Use My Account (Privacy Waiver)]]</del> 
   * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Patron Preferred Name and Name Search Keywords]]   * [3.2] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html|Patron Preferred Name and Name Search Keywords]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Patron Email Addresses Now Clickable In Web Staff Client]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Patron Email Addresses Now Clickable In Web Staff Client]]
Line 191: Line 227:
   * [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
Line 198: Line 235:
  
 Other (or not categorized yet) Other (or not categorized yet)
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_enhanced_mark_item_functionality|Enhanced Mark Item Functionality]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_library_links_in_billing_details_screen|Library Links in Billing Details screen]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Copy Alerts and Suppression Matrix]] <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">COMPLETE! Will be added to master soon.</span></html>   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Copy Alerts and Suppression Matrix]] <html><span style="color:blue;font-weight:bold">Angela</span> <span style="color: green;font-weight: bold">COMPLETE! Will be added to master soon.</span></html>
     * **CAREFUL**: This intentionally replaces a "new" feature from 3.0.1: https://bugs.launchpad.net/evergreen/+bug/1719967     * **CAREFUL**: This intentionally replaces a "new" feature from 3.0.1: https://bugs.launchpad.net/evergreen/+bug/1719967
Line 205: Line 244:
   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Transit Cancel Time and Terminology Change]]   * [3.0] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_0.html|Transit Cancel Time and Terminology Change]]
   * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Staff Client Honors Aged Circulations]]   * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Staff Client Honors Aged Circulations]]
-  * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|"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>+  * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|"Canceled Transit" Item Status]] - <html><span style="color:blue;font-weight:bold">Debbie</span></html> <html><span style="color: green;font-weight: bold"> COMPLETE!</span></html> **[[https://github.com/evergreen-library-system/Evergreen/pull/81|GitHub PR #81]]** FIXME
   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|non-active status copy transit message]]   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|non-active status copy transit message]]
   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|selectively disallow opt-in based on patron's home library]]   * [2.10] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_10.html|selectively disallow opt-in based on patron's home library]]
Line 213: Line 252:
  
 ==== Client ==== ==== Client ====
-  * <del>[3.3[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Booking Administration Moved To Angular]]</del> +  * [3.6] Angular staff catalog is now the default -- probably lots of implications for step-by-step procedures, screenshots, etc.
-  * <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Server Administration Moved To Angular]]</del> +
-  * <del>[3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Option to Enable Experimental Angular Staff Catalog]]</del>+
   * [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]]+  * [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]]
Line 224: Line 261:
   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Touch screen improvements for Evergreen self-check interface]]   * [2.12] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html|Touch screen improvements for Evergreen self-check interface]]
   * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Additional Fields Available for Display in Some Interfaces]]   * [2.11] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html|Additional Fields Available for Display in Some Interfaces]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_angular_grid_improvements|New features for Angular Grids]]
      
  
  
 ==== Public catalog ==== ==== Public catalog ====
-  * [3.3] <del>[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|View upcoming booking reservations in the OPAC]]</del>+  * [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]] 
 +    * NOTE: This contains info that should be added to other sections (e.g. Administration, OPAC Customization) 
 +    * Add this tip (from Jason Boyer via Evergreen General Discussion List) to the OPAC Customization section: 
 +      * Here is the format to specify those parameters: ''[% PROCESS carousels args={width=5,animated=1} %]'' 
 +  * [3.4[[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_item_tags_now_display_tag_type_labels|Item Tags Now Display Tag Type Labels]] 
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_new_column_in_items_out_display|New Column in Items Out Display]]
   * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Display UPC as Option for Public Catalog Advanced Search]]   * [3.3] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_3.html|Display UPC as Option for Public Catalog Advanced Search]]
   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Search term highlighting]]   * [3.1] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_1.html|Search term highlighting]]
Line 258: Line 303:
  
 ==== 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]]
Line 268: Line 314:
  
 ==== SIP ==== ==== SIP ====
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_fine_item_detail_enhancements|Fine Item Detail Enhancements]]
 +  * [3.4] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_4.html#_option_to_limit_hold_items_to_available|Option to Limit Hold Items to Available]]
   * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Return Hold ID to SIP - Probably requires some documentation since the use cases it support may not be immediately apparent.]] (the release notes are not clear about when this is returned, etc.)   * [2.5] [[https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html|Return Hold ID to SIP - Probably requires some documentation since the use cases it support may not be immediately apparent.]] (the release notes are not clear about when this is returned, etc.)
  
Line 298: Line 346:
   * 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
     * Local Administration     * Local Administration
 +      * Library Settings Overview Tables (update) <html><span style="color:blue;font-weight:bold">jweston</span></html>
       * Copy Template Editor       * Copy Template Editor
       * Field Documentation       * Field Documentation
       * 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>+      * 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>
       * Transit List <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>       * Transit List <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html>
       * 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]] FIXME       * Patron Requests/Acquisition requests - [[https://gist.github.com/stompro/5768323e51326b8388a7|Notes Gist]] FIXME
 +      * Work Log <html><span style="color:blue;font-weight:bold">Lynn Floyd</span></html> https://bugs.launchpad.net/evergreen/+bug/1767378 <html><span style="color: green;font-weight: bold"> COMPLETE!</span></html>
     * Server Administration     * Server Administration
       * Actor Stat Cat Sip Fields       * Actor Stat Cat Sip Fields
Line 330: Line 381:
       * A great start in the wiki by phasefx - http://wiki.evergreen-ils.org/doku.php?id=scratchpad:holds       * A great start in the wiki by phasefx - http://wiki.evergreen-ils.org/doku.php?id=scratchpad:holds
       * There is a presentation by Equinox - http://evergreen-ils.org/~corinne/Hippos_Final.ppt       * There is a presentation by Equinox - http://evergreen-ils.org/~corinne/Hippos_Final.ppt
 +  * Patrons
 +    * Registration - Define any undefined fields and what they're used for
  
 ==== Non-Docs Tasks ==== ==== Non-Docs Tasks ====
evergreen-docs/documentation_needs.1554995226.txt.gz · Last modified: 2022/02/10 13:34 (external edit)

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