evergreen-docs:webclient
Table of Contents
Web Staff Client Documentation Project
Priorities
- Focus Area: Chapters on Circulation
- Focus Area: Chapters on Cataloging
How to Help
- Write documentation in any format! We prefer AsciiDoc, but we can convert whatever you send us.
- If you want more guidance, check out our documentation style guide
- Take updated screenshots of the demo web client (see login details below)
- Add your name next to a task below (or request a wiki account by emailing docs@evergreen-ils.org)
- Connect via IRC, this wiki, and the Documentation email list.
- Learn more about the Documentation Interest Group (DIG)
Demo of the Web Client
- For the most accurate info: https://wiki.evergreen-ils.org/doku.php?id=community_servers
- Copied from that page on Feb 6, 2018:
- username: admin
- password: demo123
- Evergreen 3.0.0
- After logging in the first time, create a workstation (the name doesn't matter)
Chapters Needing Review
Many of these chapters only need a quick review and no changes. Claim a chapter below by adding your name in the "Claimed By" column. Make edits on GitHub, and then create a Pull Request. Update the "Progress" column below as you go. Whenever possible, please share a link to your work in progress. This enables others to help also.
See also the (probably outdated) XUL vs. Web Client comparison document by Andrea Neiman.
Statuses
- NO CHANGE: Reviewer determined that no changes are necessary.
- DONE: Changes have been made and committed into the 2.12+ code repositories.
- Any other link: Probably a link to changes to review and commit to the code repositories.
- [blank]: No progress has been made. Needs review, and possibly needs changes.
Circulation Chapters
Claimed By | Progress | Chapter | Link |
---|---|---|---|
NO CHANGE | XI. Circulation | Link | |
NO CHANGE | 100. Introduction | ||
DONE | 101. Circulating Items | Link | |
Bug #1775402 | 102. Holds Management | Link | |
DONE | 103. Booking Module | Link | |
DONE | 104. Circulation - Patron Record | Link | |
DONE | 105. Triggered Events and Notices | Link | |
DONE | 106. Offline Circulation | Link | |
NO CHANGE | 107. Self checkout | Link | |
DONE (No longer exists. Removed from docs.) | | Link |
Cataloging Chapters
Claimed By | Progress | Chapter | Link |
---|---|---|---|
NO CHANGE | IX. Cataloging | Link | |
NO CHANGE | 79. Introduction | ||
DONE | 80. Working with the MARC Editor | Link | |
NO CHANGE | 81. Batch Importing MARC Records | Link | |
Angela | 82. Overlay Existing Catalog Record via Z39.50 Import | Link | |
Bug #1775929 | 83. Z39.50 Search Enhancements | Link | |
DONE | 84. Monograph Parts | Link | |
Bug #1775930 | 85. Conjoined Items | Link | |
NO CHANGE | 86. Cataloging Electronic Resources — Finding Them in Catalog Searches | Link | |
NO CHANGE | 87. TPAC Copy Edit Links | Link | |
NO CHANGE | 88. MARC Batch Edit | Link | |
Bug #1775931 | 89. Managing Authorities | Link | |
NO CHANGE | 90. Link Checker | Link |
All Other Chapters
Claimed By | Progress | Chapter | Link |
---|---|---|---|
V. Using the Browser Staff Client | Link | ||
DONE | 34. Introduction | ||
Angela (ws req.) | 35. Logging in to Evergreen | Link | |
DONE (No longer exists. Removed from docs.) | | ||
Bug #1775933 | Not consistent in Web client (particularly in circ). Include other "sticky" settings (dropdowns, etc.)? | 37. Check-boxes | Link in 2.11 |
DONE | 38. Tab Buttons | Link | |
DONE (No longer exists. Removed from docs.) | | ||
DONE (No longer exists. Removed from docs.) | | ||
Bug #1776763 | 41. Sorting Columns | Link | |
DONE | 42. Column Picker | Link | |
NO CHANGE | 43. Recent Staff Searches | Link | |
DONE! | 44. Return to Search Results from MARC Record | Link | |
Kathy | See Bug #1642023: Docs: Web Client Print / Receipt Templates – NOTE Configure Printers still reflecting XUL information as of 3.2 docs version | 45. Workstation Administration | Link Include documentation on hatch |
VIII. Acquisitions | Link | ||
NO CHANGE | 73. Acquisitions | Link | |
DONE | 74. Selection Lists and Purchase Orders | Link | |
DONE | 75. Invoices | Link | |
NO CHANGE | 76. Load MARC Order Records | Link | |
Bug #1774277 | Not implemented yet see bug #1733691. | 77. Placing purchase requests from a patron record | Link |
NO CHANGE | 78. Managing patron purchase requests | Link | |
DONE | X. Serials | Link | |
NO CHANGE | IV. System Configuration and Customization | Link | |
NO CHANGE | 13. Introduction | ||
DONE | 14. Describing your organization | Link | |
DONE | 15. Describing your people | Link | |
NO CHANGE | 16. Migrating Patron Data | Link | |
NO CHANGE | 17. Migrating from a legacy system | Link | |
NO CHANGE | 18. Importing materials in the staff client | Link | |
DONE | 19. Ordering materials | Link | |
DONE | 20. Designing your catalog | Link | |
DONE | 21. Borrowing items: who, what, for how long | Link | |
NO CHANGE | 22. Hard due dates | Link | |
NO CHANGE | 23. TPac Configuration and Customization | Link | |
NO CHANGE | 24. Creating a New Skin: the Bare Minimum | Link | |
NO CHANGE | 25. Auto Suggest in Catalog Search | Link | |
NO CHANGE | 26. Authentication Proxy | Link | |
NO CHANGE | 27. Kid's OPAC Configuration | Link | |
DONE (No longer exists. Removed from docs.) | 28. Customizable Toolbar | Link | |
NO CHANGE | 29. Patron Address City/State/County Pre-Populate by ZIP Code | Link | |
NO CHANGE | 30. Phonelist.pm Module | Link | |
NO CHANGE | 31. SIP Server | Link | |
NO CHANGE | 32. Apache Rewrite Tricks | Link | |
NO CHANGE | 33. Apache Access Handler Perl Module | Link | |
NO CHANGE | VI. System Administration From the Staff Client | Link | |
NO CHANGE | 46. Introduction | ||
DONE | 47. Acquisitions Administration | Link | |
NO CHANGE | 48. Age hold protection | Link | |
DONE | 49. Authorities | Link | |
NO CHANGE | 50. Best-Hold Selection Sort Order | Link | |
DONE | 51. Booking Module Administration | Link | |
NO CHANGE | 52. Call Number Prefixes and Suffixes | Link | |
DONE | 53. Circulation Limit Sets | Link | |
DONE | 54. Copy Status | Link | |
NO CHANGE | 55. Floating Groups | Link | |
DONE | 56. MARC Import Remove Fields | Link | |
DONE | 57. MARC Record Attributes | Link | |
NO CHANGE | 58. Org Unit Proximity Adjustments | Link | |
DONE | 59. User and Group Permissions | Link | |
DONE | 60. SMS Text Messaging | Link | |
DONE | 61. User Activity Types | Link | |
DONE | 62. Z39.50 Servers | Link | |
VII. Local Administration | Link | ||
NO CHANGE | 63. Introduction | ||
DONE | 64. Library Settings Editor | Link | |
Bug #1776977 | 65. Address Alert | Link | |
DONE | 66. Barcode Completion | Link | |
DONE | 67. Hold-driven recalls | Link | |
NO CHANGE | 68. Notifications / Action Triggers | Link | |
NO CHANGE | 69. Recent Staff Searches | Link | |
Bug #1776986 | DONE (updated in latest docs) | 70. Standing Penalties | Link |
Bug #1776990 | 71. Statistical Categories Editor | Link | |
Bug #1767378 | 72. Work Log | Link | |
XII. Reports | Link | ||
NO CHANGE | 113. Introduction | ||
NO CHANGE | 114. Starting and Stopping the Reporter Daemon | Link | |
NO CHANGE | 115. Folders | Link | |
Bug #1776988 | 116. Creating Templates | Link | |
NO CHANGE | 117. Generating Reports from Templates | Link | |
NO CHANGE | 118. Viewing Report Output | Link | |
DONE | 119. Cloning Shared Templates | Link | |
NO CHANGE | 120. Adding Data Sources to Reporter | Link | |
NO CHANGE | 121. Running Recurring Reports | Link | |
Felicia Beaudry | 122. Template Terminology | Link | |
Bug #1776991 | 123. Template Enhancements | Link | |
NO CHANGE | 124. Exporting Report Templates Using phpPgAdmin | Link |
evergreen-docs/webclient.txt · Last modified: 2023/04/27 15:38 by aneiman