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feature_list [2008/03/24 17:28] – link to new roadmap phasefxfeature_list [2011/06/16 12:33] aatre
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-====== Evergreen Development Roadmap ======+====== Evergreen Feature List/Status ======
  
-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. +{{url>https://spreadsheets.google.com/spreadsheet/ccc?key=0Ak7HAdCKcNqtdGU5MHlyVXVDS3dZamUweHYwMEstdUE&hl=en_US#gid=10 100%,742px | Evergreen Features Spreadsheet}}
- +
-===== (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 (Summer2006) ===== +
- +
- +
-**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)+

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