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evergreen-docs:documentation_needs [2019/06/06 16:03] – [Quick Start Guides] 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]]**:
- 
-  * **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]]
  
 +  * **Archive stat cats clarification**
 +    * [[https://bugs.launchpad.net/evergreen/+bug/1836221|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]]):+**Pull Requests ready for review**
  
-  * **Replace screenshots in "Circulating Items" chapter** +  * [[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]]
-    * [[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]]+
  
-  * **"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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 ==== 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.
-  * <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 ====
  
Line 190: 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 216: 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 223: 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 238: 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]] -- 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]]
Line 249: 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 283: 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 293: 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 323: 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 355: 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.1559851420.txt.gz · Last modified: 2022/02/10 13:34 (external edit)

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