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Web Staff Client Documentation Project

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How to Help

Borrow from Shared Docs

Demo of the Web Client

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See also the (probably outdated) XUL vs. Web Client comparison document by Andrea Neiman.


  • 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
FIXME Needs new screenshots and minor edits in Mark an Item Long Overdue 101. Circulating Items Link
DONE. NOTE: When Bug 1728147 is fixed, image holds-managing-16.png will need to be replaced. 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.) 108. RFID Product Integration 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
FIXME 83. Z39.50 Search Enhancements Link
DONE 84. Monograph Parts Link
FIXME 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
FIXME 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.) 36. Button Bar/Toolbar
FIXME Not consistent in Web client (particularly in circ). Remove this chapter for now? 37. Check-boxes Link
DONE 38. Tab Buttons Link
DONE (No longer exists. Removed from docs.) 39. New Options for Double Clicking
DONE (No longer exists. Removed from docs.) 40. Patron Border Color Enhancement
FIXME Pull list for hold requests needs its own section (perhaps merging with Display Hold Types on Pull Lists); circ policy sorting should go in the circ policy docs 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 45. Workstation Administration Link Include documentation on hatch
VIII. Acquisitions Link
73. Acquisitions Link
NO CHANGE 74. Selection Lists and Purchase Orders Link
75. Invoices Link
76. Load MARC Order Records Link
77. Placing purchase requests from a patron record Link
78. Managing patron purchase requests Link
Angela 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
18. Importing materials in the staff client Link
19. Ordering materials Link
DONE 20. Designing your catalog Link
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. 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
46. Introduction
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
Remington 53. Circulation Limit Sets Link
DONE 54. Copy Status Link
55. Floating Groups Link
NO CHANGE 56. MARC Import Remove Fields Link
NO CHANGE 57. MARC Record Attributes Link
NO CHANGE 58. Org Unit Proximity Adjustments Link
59. User and Group Permissions Link
DONE 60. SMS Text Messaging Link
Remington 61. User Activity Types Link
Remington 62. Z39.50 Servers Link
VII. Local Administration Link
63. Introduction
Lynn Floyd 64. Library Settings Editor Link
65. Address Alert Link
66. Barcode Completion Link
67. Hold-driven recalls Link
68. Notifications / Action Triggers Link
69. Recent Staff Searches Link
70. Standing Penalties Link
71. Statistical Categories Editor Link
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
FIXME 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
FIXME Combine with "Creating Templates" section? 123. Template Enhancements Link
NO CHANGE 124. Exporting Report Templates Using phpPgAdmin Link

evergreen-docs/webclient.txt · Last modified: 2018/03/21 12:06 by rjs7 · Currently locked by: rjs7

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