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feature_list [2008/03/24 17:28] – link to new roadmap phasefxfeature_list [2018/04/25 13:50] (current) – document is gone ;( -- deleting dbwells
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-====== 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) 
feature_list.1206394109.txt.gz · Last modified: 2022/02/10 13:33 (external edit)

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