Differences

This shows you the differences between two versions of the page.

--- feature_list [2006/12/25 01:35] – phasefx
+++ feature_list [2008/03/24 17:28] – link to new roadmap phasefx
@@ Line 1: / Line 1: @@
+====== Evergreen Development Roadmap ======
+A high-level birds-eye-view [[http://www.open-ils.org/roadmap.php|roadmap]] is now available on the main open-ils.org project site.
+===== (MOVEME! - Items not categorized yet) =====
+**Inventory Control**
+Enhancement entered in BugZilla as [[http://www.open-ils.org/cgi-bin/bugzilla/show_bug.cgi?id=401|Bug 401]]
+	Offline and/or standalone
+		To run on laptop, tablet, telxon, PDA, etc.
+		Scan items from shelf
+		Shelf-read feature?
+			Download list of items into device (sorted in shelf-list order)
+			Read shelves comparing list to shelves
+			Mark items
+				Checked: Shelved as should be
+				Unchecked: DEFAULT to not found as cited
+				Other "unchecked" statuses (drop-down box?):
+					Call number discrepancy [pull for Tech Svcs correction]
+					Item information discrepancy [pull for TS correction]
+					Repair advised [pull for repair]
+					Consider for Discard
+					Consider for collection reassignment [pull for TS consideration]
+					OTHER: See notes
+			"Free-text" inventory field would be nice for ancillary notes
+	Online
+		Upload items into database
+		Allow interactive scanning (IE: so batch-barcode readers' can enter data)
+		Update inventory date on item record
+		Note inventory result, notes, etc. on item record or linked table
+		Indicate inventory source entered at data upload.  IE:
+			Offline Inventory-Barcode Scan
+			Offline Inventory-Shelfread
+			Telxon scan
+			Online Scan-default
+			Online Scan-Batch Barcode download
+			Online Scan-External inventory provider
+		Reports for items and exceptions
+			Items shelved and shouldn't be
+			Items not scanned but should be on shelf
+			Items on shelf previously marked missing or lost
+			Items scanned but missing item record
+			Items not in shelf-list order
+			Inventory summary (what items were inventoried when)
+===== Evergreen Version 1.0 Feature list (Summer, 2006) =====
+**Circulation**
+	Checkout
+		"on-the-fly" copy records (disappear on checkin)
+	Checkin
+		Handling special item states (lost, missing, etc)
+	Renewal
+	Holds
+		Holds notification
+		Multi-title holds
+	Billing
+		Past due fines
+		Ad hoc billing
+		Past due notices
+		Cash drawer tracking and reports
+	Patron Mgt
+		Postal/Address DB verification
+		Search patrons by name, address
+		Locally definable attributes "stat cats"
+		Family grouping
+		Collection Agency uplink
+		Surveys (Voter registration)
+	Rotating Collection Mgt
+	Transiting of items
+	Tracking of in-house usage
+	Various receipts for checkouts, checkin, holds, billing
+		re-print last receipt
+		receipt layout templates
+	"Patron Claims Returned" functionality
+**Cataloging**
+	Title mgt
+		MARC editor
+	Copy and Volume Mgt
+		Locally definable attributes "stat cats"
+		Copy/Volume Transfer
+		Spine label printing
+	Mass Edit
+		"Meat grinder"-- for permanent mass changes
+	Z39.50 Import
+		Title duplication prevention algorithm
+	MARC Upload/Import
+	Z39.50 server
+	Authority Control
+**OPAC**
+	MyAccount
+		View bills, holds, checkouts, info
+	Keyword, title, author, subject, series searching
+	Browsing of call numbers and subjects
+	Added content: book jackets, reviews, TOC, excerpts
+	Surveys
+**Other**
+	SIP2
+	Statistical Reporting
+		Canned, "simple" reports
+		Powerful, advanced reports
+		Output in Excel, CSV, and graphics/charts
+	Granular, groups-based permission scheme
+	Local administration interface (holiday, password, staff account, etc, mgt)
+	RSS Feeds
+===== Evergreen Version 2.0 Feature list (Summer, 2007) =====
+**OPAC**
+	Credit card payment via OPAC
+	Basic Computer/Equipment reservation system
+**Staff Client**
+	Embeded Global Adminstration interfaces -- for adjusting libraries, groups, group permissions, etc.
+**Patron Mgt**
+	Telephony system (notifying patrons via phone)
+**Acquisitions**
+	Still need to spec this out completely.
+**Serials Mgt**
+	Still need to spec this out completely.
+===== Evergreen Version 3.0 Feature list (Summer, 2008) =====
+**Patron Mgt**
+	Improved Telephony (patrons will be able to call into system and issue commands, get info)