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evergreen-docs:documentation_needs [2019/06/06 16:03]
rjs7 [Quick Start Guides]
evergreen-docs:documentation_needs [2020/06/04 14:50] (current)
jenweston [Cataloging]
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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]]**:​ **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]]**:​
 +
 +  * **IDL acronym used, but never defined**
 +    * [[https://​bugs.launchpad.net/​evergreen/​+bug/​1857917|Details on Launchpad]]
 +    * Simply add term to glossary (can use suggested definition on bug report)
 +
 +  * **Docs use acronym TLD without defining it**
 +    * [[https://​bugs.launchpad.net/​evergreen/​+bug/​1837753|Details on Launchpad]]
 +    * 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**   * **Documentation needed for adjustable font size in the catalog**
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   * **Add tips for using the browser bookmarks toolbar in place of the XUL button bar**   * **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://​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**
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     * [[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/​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]]
  
 +  * **Give example for importing stat cats via Holdings Import Profile**
 +    * [[https://​bugs.launchpad.net/​evergreen/​+bug/​1845499|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]]):+  ​* **Record bucket search by item type** 
 +    ​* [[https://​bugs.launchpad.net/​evergreen/​+bug/1845253|Details on Launchpad]]
  
-  * **Replace screenshots in "​Circulating Items" chapter** +  * **Archive stat cats clarification** 
-    * [[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]]+    * [[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]]
  
-  * **"​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/​pull/​80|GitHub Pull Request]] 
-    * 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]] 
  
  
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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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   * [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 ===
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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]] 
 +    * [3.4] [[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]]   * [3.1] [[https://​evergreen-ils.org/​documentation/​release/​RELEASE_NOTES_3_1.html|New Latency Tester Tool]]
   * [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.
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 ==== Cataloging ==== ==== Cataloging ====
 +
 +  * [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.
-  * <del>[3.2] [[https://​evergreen-ils.org/​documentation/​release/​RELEASE_NOTES_3_2.html|Support for Last Inventory Date]] <html><​span style="​color:​ green;​font-weight:​ bold">​COMPLETE!</​span></​html>​ [[https://​github.com/​evergreen-library-system/​Evergreen/​pull/​82|Pull request 82]]</del> +  * [3.1] <​del>​[[https://​evergreen-ils.org/​documentation/​release/​RELEASE_NOTES_3_1.html|Track Record Merges]] <​html><​span style="​color:​ green;​font-weight:​ bold">​ COMPLETE!</​del> -- pushed to master, ​3.and 3.3
-  * [3.1] [[https://​evergreen-ils.org/​documentation/​release/​RELEASE_NOTES_3_1.html|Track Record Merges]] <​html><​span style="​color:​ green;​font-weight:​ bold">​ COMPLETE! ​Pull request #83</span></​html>​ [[https://​github.com/​evergreen-library-system/​Evergreen/​pull/​83|Pull request 83]] FIXME +
-  * <​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 ====
  
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   * [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
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   * [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]]
  
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     * 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]]
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 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 238: Line 260:
  
 ==== Client ==== ==== Client ====
-  * <​del>​[3.3] [[https://​evergreen-ils.org/​documentation/​release/​RELEASE_NOTES_3_3.html|Booking Administration Moved To Angular]]</​del>​ 
-  * <​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]] -- 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
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   * [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>+  * [3.4] [[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]]
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 ==== 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 326: Line 353:
   * 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
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       * Patrons with Negative Balances <​html><​span style="​color:​blue;​font-weight:​bold">​Lynn Floyd</​span></​html>​       * Patrons with Negative Balances <​html><​span style="​color:​blue;​font-weight:​bold">​Lynn Floyd</​span></​html>​
       * Search Filter Groups       * Search Filter Groups
-      * 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 355: Line 384:
       * 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.1559851420.txt.gz · Last modified: 2019/06/06 16:03 by rjs7

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