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Table of Contents

Book of Evergreen 2.0: Outline and Assignments

Below is a working outline for organizing the Documentation Interest Group's Book of Evergreen 2.0 into Parts, Chapters, Sections, and Sections within Sections as deeply as needed. If you wish to make changes to the outline at the Part or Chapter level or that affect an area others are working on, please discuss your proposed changes on the documentation mailing list first. At the section and subsection level, many chapters are only vaguely organized. Your input on how to divide up these chapters into sections is greatly appreciated whether you edit the outline here or propose changes on the mailing list.

Besides helping keep the work in progress logically organized, this outline will also serve to keep track of who's working on which sections and subsections of the documentation at any given time and what stage those sections are in, so we can see which areas need volunteers and who to contact about a given section. When you undertake to write, test, edit, or convert a section to docbook, please add your name next to that section, and ideally your email address so others can contact you with questions, suggestions, and offers to help. Completed contributions should be submitted to the documentation mailing list for testing, editing, Docbook conversion, and committing to the repository.

Part: Introduction to Evergreen 2.0

  • Introduction and Intended Audience
  • Chapter: About Evergreen (what it is, history, etc)
    DONE: pulled from 1.6
  • Chapter: Key Concepts (organizational units and locations, flexible permissions by profile group home library or individual login, bib records/volumes/copies, item types/circ modifiers/item status/item stat cat, borrower groups/user stat cats, family accounts, patron notification/action triggers, buckets, holds behavior – targeting/retargeting/priority in filling/pull lists/expired holds/suspending holds/ holds across item types)
  • Chapter: Release Notes Robert Soulliere –
    DONE Converted from http://www.open-ils.org/dokuwiki/doku.php?id=feature_list_2_0

Part: The Public Access Catalog

  • Introduction and Intended Audience
    DONE: pulled from 1.6
  • Chapter: Basic Search
    NEEDED
    • Section: Entering Search Terms (automatic and, Boolean has no meaning, minus for not, auto-stemming, generally fewer terms = more results, quotes for phrases, etc)
    • Section: Basic Search Options (Limit fields to search, Limit formats to return, select locations to search, choose display language)
  • Chapter: Advanced Search
    NEEDED
    • Section: Search Input
    • Section: Sort Criteria
    • Section: Search Library
    • Section: Group Formats and Editions
    • Section: Limit to Available
    • Section: Search Filters
    • Section: Quick Search
    • Section: MARC Expert Search
    • Section: Text Size and Language Options
  • Chapter: Search Tips
    NEEDED
  • Chapter: Search Methodology
    NEEDED
  • Chapter: Search URL
    NEEDED
  • Chapter: Search Results and Details Pages
    NEEDED
  • Chapter: My Account
    NEEDED
    • Section: Logging In (including required password change on first login, as well as self selected username alternative to card number)
    • Section: Password Reset
    • Section: Account Summary
    • Section: Items Checked Out
    • Section: Items on Hold
    • Section: Fines
    • Section: Account Preferences
    • Section: My Bookbags
  • Chapter: Self Check
    NEEDED

Part: Core Staff Tasks

  • Introduction and Intended Audience
    DONE: pulled from 1.6
  • Chapter: Using the Staff Client (Install, login, start page (varies by institution or consortium), managing tabs/windows/button bar, menus, keyboard shortcuts, column editor, workstation configuration, receipt templates, operator change, exiting)
  • Chapter: Circulation
  • Chapter: Cataloging - (Possibly divide the whole thing into two major sections on managing & adding holdings and managing & adding records?)
    • Section: Locating Records - Kathy Lussier
      ASSIGNED
    • Section: Understanding the Holdings Maintenance Screen - Kathy Lussier
      ASSIGNED
    • Section: Adding Holdings - Kathy Lussier
      ASSIGNED
      • Section: Adding Volumes
      • Section: Adding Items / Copies
      • Section: Adding Holdings for Multiple Volumes or Branches Simultaneously
    • Section: Using the Copy Editor - - Kathy Lussier
      ASSIGNED
      • Section: Using the Copy Editor to Make Changes
      • Section: Adding and Deleting Copy Notes
      • Section: Viewing Copy Notes in the OPAC (or maybe link this to the relevant section of the OPAC part?)
    • Section: Item Templates (under Copy Editor?)- Kathy Lussier
      ASSIGNED
      • Section: Creating Templates
      • Section: Applying Templates
      • Section: Deleting Templates
      • Section: Changing Existing Templates
      • Section: Renaming Existing Templates
      • Section: Importing and Exporting Templates
    • Section: Changing Call Numbers - Kathy Lussier
      ASSIGNED
    • Section: Replacing Barcodes - Kathy Lussier
      ASSIGNED
    • Section: Transferring Volumes and Items - Kathy Lussier
      ASSIGNED
      • Section: Transferring Volumes from One Record or Branch to Another
      • Section: Transferring Items from One Volume to Another
    • Section: Printing Spine and Pocket Labels
      NEEDED
      • Section: Printing Labels for New Items
      • Section: Printing Labels for Existing Items
      • Section: Pocket Labels
    • Section: Using the MARC Editor - Hilary Caws-Elwitt
      ASSIGNED
      • Section: Editing the MARC Record (including fixed fields)
      • Section: Overlaying MARC Records
      • Section: Validating Records
    • Section: Authority Records - Hilary Caws-Elwitt
      ASSIGNED
      • Section: Viewing/Searching Authority Records
      • Section: Editing Authority Records
      • Section: Adding New Authority Records
      • Section: Merging or Deleting Authority Records
    • Section: Adding New Records via Built In Z39.50 Client - Hilary Caws-Elwitt
      ASSIGNED
      • Section: Z39.50 Screen Features
      • Section: Importing a record via Z39.50
      • Section: Record Collisions
      • Section: Fast Item Adds
      • Section: Raw Searches
    • Section: Batch Importer / Exporter
      NEEDED
      • Section: Importing Bibliographic Records
      • Section: Importing Authority Records
      • Section: Using the Import Queue
      • Section: Exports
      • Section: Editing Record Attributes on Import
    • Section: Creating Original Records in Evergreen
      NEEDED
    • Section: Deleting Records from Holdings Maintenance
      NEEDED
      • Section: Deleting Item Records from Evergreen
      • Section: Deleting Volume Records from Evergreen
      • Section: Deleting Bibliographic Records from Evergreen
      • Section: Undeleting Records
    • Section: The Item Status Screen (This is geared for use by catalogers - should there be separate sections on Item Status for different users, or should there be one multi-purpose guide with links for different areas. Same question with searching, using tabs, holds?)
      NEEDED
      • Section: Checking Your Work Using the Item Status Screen
      • Section: Using the Item Status Screen to Make Changes to Multiple Items
      • Section: Saving Report Data in Excel for Use with the Item Status Screen
      • Section: Using Notepad to Save Report Data as a Text File
      • Section: Importing Data to the Item Status Screen from a Text File
    • Section: Pre-Cats
      NEEDED
      • Section: Deleting Pre-Cat Items
      • Section: Transferring Pre-Cat Items to Bibliographic Records
    • Section: Copy Buckets
      NEEDED
      • Section: Creating New Copy Buckets from the Bucket Manager
      • Section: Viewing Copy Buckets
      • Section: Adding Items to Copy Buckets from Holdings Maintenance or Item Status
      • Section: Creating New Buckets when Adding Items to Buckets
      • Section: Adding Items to Copy Buckets from the Bucket Manager
      • Section: Copying Copy Buckets
      • Section: Using Copy Bucket Manager Batch Function Tools
      • Section: Sharing Copy Buckets
      • Section: Removing Contents from Copy Buckets
      • Section: Deleting Copy Buckets
    • Section: Record Buckets
      NEEDED
      • Creating New Record Buckets from the Bucket Manager
      • Viewing Record Buckets
      • Adding Records to Buckets when Viewing Records in the Catalog
      • Creating New Record Buckets when Adding Records to Buckets
      • Adding Records to Buckets from the Bucket Manager
      • Copying Record Buckets
      • Merging Records
      • Additional Record Bucket Manager Batch Function Tools
      • Sharing Record Buckets
      • Removing Contents from Record Buckets
      • Deleting Record Buckets
  • Chapter: Booking
    DONE: pulled from 1.6
  • Chapter: Acquisitions
    DONE: Merged by Jennifer Turner
  • Chapter: Serials
    NEEDS WORK- FROM GPLS
  • Chapter: Course Reserves
    NEEDED

Part: Administration

  • Introduction and Intended Audience
    DONE: pulled from 1.6
  • Chapter: System Requirements and Recommended Configuration(s)
    DONE - added to repo from 1.6
  • Chapter: Evergreen Installation
  • Chapter: Staff Client Installation
    NEEDED
  • Chapter: Upgrading from 1.6
    More review required
  • Chapter: Starting, Stopping, Backups, Security, and Maintenance (other miscellanea?)
    More sections needed?
    • Section: Starting, Stopping and Restarting OpenSRF/Evergreen
      DONE: pulled from 1.6
    • Section: Backing Up (Evergreen database and files)
      DONE: pulled from 1.6
    • Section: Security
      DONE: pulled from 1.6
    • Section: Managing Log Files
      DONE: pulled from 1.6
    • Section: Configuring PostgreSQL
      DONE: pulled from 1.6
    • Section: Cron Jobs
      NEEDED
  • Chapter: Server Administration (System-wide customization options)
    NEEDED
    • Section: Organization Types
    • Section: Organizational Units
    • Section: Adjusting Search Relevancy Rankings (?)
    • Section: Permission Groups
    • Section: Permissions
    • Section: Copy Statuses
    • Section: Billing Types
    • Section: Z30.50 Servers
    • Section: Circulation Modifiers
    • Section: Global Flags
    • Section: Organization Unit Setting Types
    • Section: User Setting Types
    • Section: Hard Due Date Changes
    • Section: Circulation Duration Rules
    • Section: Circulation Recurring Fine Rules
    • Section: Circulation Max Fine Rules
    • Section: Age Hold Protect Rules
    • Section: Acquisitions
    • Section: Booking Module
    • Section: Email Notifications (?)
    • Section: Cataloging Templates (?)
  • Chapter: Local Administration (Local customization options & tools for admin staff at all org-unit levels, excluding reporting which gets its own chapter)
    NEEDED
    • Section:Age Overdue Circs to Lost
    • Section:Cash Reports
    • Section:Circulation Policies (Draft docs from Thomas Berezansky's rewrite adventure, covers 1.6-2.1)
    • Section:Closed Dates Editor
    • Section:Copy Locations Editor
    • Section:Copy Locations Order
    • Section:Copy Template Editor
    • Section:External Text Editor Command
    • Section:Field Documentation
    • Section:Global Font and Sound Settings
    • Section:Group Penalty Thresholds
    • Section:Hold Policies
    • Section:Library Settings Editor
    • Section:Notifications/Action Triggers
    • Section:Patrons with Negative Balances
    • Section:Printer Settings Editor
    • Section:'Do Not Attempt Auto-Print' Setting
    • Section:Reports
    • Section:Standing Penalties
    • Section:Statistical Categories Editor
    • Section:Surveys
    • Section:Transit List
    • Section:Work Log
  • Chapter: Migrating Data (general principles, perhaps supplemented with specific examples when possible?)
    orange Pulled from 1.6 -- review needed
  • Chapter: Z39.50 Server
    DONE: pulled from 1.6
  • Chapter: SIP2
    DONE: pulled from 1.6
  • Chapter: Localization and Languages
    NEEDED
  • Chapter: Troubleshooting
    DONE: pulled from 1.6
  • Chapter: Action Triggers
    DONE: pulled from 1.6
  • Chapter: Booking Module Administration
    DONE: pulled from 1.6

Part: Reports

  • Chapter: Folders
    Done: pulled from 1.6
  • Chapter: Creating Templates
    Done: pulled from 1.6
  • Chapter: Generating Reports from Templates
    Done: pulled from 1.6
  • Chapter: Viewing Report Output
    Done: pulled from 1.6
  • Chapter: Cloning Shared Templates
    Done: pulled from 1.6
  • Chapter: Running Recurring Reports
    Done: pulled from 1.6
  • Chapter: Template Terminology
    Done: pulled from 1.6
  • Chapter: Starting and Stopping the Reporter Daemon
    Done: pulled from 1.6
  • Chapter: Exporting Report Templates Using phpPgAdmin
    Done
  • Chapter: SQL Reports
    NEEDED

Part: Third Party System Integration

  • Introduction and Intended Audience
  • Chapter: Integrating Evergreen Data in Third Party Applications
    NEEDED
    • Section: OpenSRF (potential overlap with Developement -> API -> OpenSRF)
      NEEDED
    • Section: SuperCat
      NEEDED
    • Section: SRU (Z39.50 [EG as target] deliberately left out)
      NEEDED
    • Section: OpenSearch
      NEEDED
    • Section: unAPI
      NEEDED
    • Section: SIP2
      NEEDED
    • Section: Feeds
      NEEDED
    • Section: Asteriks and other Telephony Systems
      NEEDED
    • Section: EDI
      NEEDED

Part: Development

  • Introduction and Intended Audience
    DONE: pulled from 1.6
  • Chapter: OpenSRF Introduction
    DONE: pulled from 1.6
  • Chapter: Developing OpenSRF and Evergreen Applications
    Some of this is in OpenSRF Introduction - review needed: pulled from 1.6
  • Chapter: Intro to SQL
    DONE: pulled from 1.6
  • Chapter: JSON
    DONE: pulled from 1.6
  • Chapter: File Structure and Configuration Files
    DONE: pulled from 1.6
  • Chapter: Customizing the Staff Client (theme, labels & messages, key mappings)
    Should be reviewed and updated: pulled from 1.6
  • Chapter: Customizing the OPAC
    Should be reviewed and updated: pulled from 1.6
    • Section: Color Schemes
    • Section: Text and Labels
    • Section: Logo Images
    • Section: Added Content
    • Section: Customizing the Results Page
    • Section: Customizing the Details Page
    • Section: BibTemplate
    • Section: Integrated Catalog Search Box
    • Section: Customizing the Slimpac
  • Chapter: SuperCat Web Services
    Should be enhanced, reviewed and updated: pulled from 1.6
    • Section: Searching with SuperCat
    • Section: Customizing SuperCat Results
    • Section: Adding Formats to SuperCat

Appendices

  • Installation and Configuration Checklist (quick checklist of tasks to install and configure Evergreen)
  • Permissions List - List of permissions with definitions
    auto-generated using a postgresql function. NEEDED: Improved descriptions of the permissions in database table.
  • See: https://github.com/rsoulliere/Evergreen-DocBook/blob/master/tools/permissions_to_docbook_function.sqlfor details.
  • Database Schemas - Robert Soulliere
    auto-generated using autodoc
  • Glossary
  • Index
    generated by DocBook but editors need to indicate which terms will be indexed.

    See http://www.docbook.org/tdg5/en/html/indexterm.singular.html

  • About This Documentation and DIG (Call for participation & credit for participants)
    DONE: pulled from 1.6
  • More Information (point to open-ils.org, mailing lists, etc)
    DONE: pulled from 1.6
zzz_archive/evergreen-docs_2.0/outline.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1
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