Evergreen DokuWiki

Evergreen Documentation 2.3

RED "NEEDED" is for chapters/sections needed and not assigned.
BLUE "ASSIGNED" is for chapters/sections which are assigned. Use this to indicate that you have volunteered for a chapter/section but have not submitted content yet. Also include your name or contact information so other folks can contact you to contribute.
ORANGE is for chapters/sections in progress or needing improvement. Make note as required.
a GREEN "DONE" is for chapters/sections which are generally completed and have been distributed in the documentation.

Release notes will be taken from the release notes file with code -- update as required.

Global system configuration (which can be done by editing opensrf.xml, opensrf_core.xml, etc…)
Customizing the OPAC/TPAC –
From 2.2
Auto Suggest Search box –
From 2.2
Customizing the staff client
Backing-up data and files

Logging in –
rsoulliere
Tab buttons –
From 2.2
Double clicking functionality –
From 2.2
Patron Border Color Enhancement
Done - from http://www.esilibrary.com/esi/availableDocs.php
Sorting columns –
From 2.2
Recent searches –
From 2.2
Return to search results from MARC editor –
From 2.2

Acquisitions
From 2.2
Actor Stat Cat SIP Fields
Age Hold Protect Rules
Asset Stat Cat SIP Fields
Authorities
Billing Types
Booking
Call Number Prefixes
Call Number Suffixes
Circulation Duration Rules
Circulation Limit Groups
* Maximum Checkout by Copy Location
Done - from http://www.esilibrary.com/esi/availableDocs.php
Circulation Matchpoint Weights
Circulation Max Fine Rules
Circulation Modifiers
Circulation Recurring Fine Rules
Copy Statuses
Custom Org Unit Trees
Global Flags
Hard Due Date Changes
Hold Matchpoint Weights
Import Match Sets
MARC Coded Value Maps
MARC Record Attributes
MARC Search/Facet Fields
Organizational Types
Organizational Unit Setting Types
Organizational Units
Permission Groups
Permissions
SMS Carriers
User Activity Types –
From 2.2
User Setting Types
Weights Association
Z39.50 Server

Address Alerts
Age Overdue Circs to Lost
Barcode Completion
Cash Reports
Circulation Limit Sets
Circulation Policies
Closed Dates Editor
Copy Location Editor
Copy Location Order
Copy Locations Editor
Copy Template Editor –
From 2.2
'Do not attempt Auto-Print' Setting
Field Documentation
Group Penalty Thresholds
Hold Policies
Library Settings Editor –
From 2.2
- * Auto Override Patron Hold Events
  Done - from http://www.esilibrary.com/esi/availableDocs.php
Non-cataloged types editor
Notifications/Action Triggers
Patrons with Negative Balances
Receipt Template Editor
- * Print Holds Slip with Landscape Layout:
  Done - from http://www.esilibrary.com/esi/availableDocs.php
Reports - Refer to section below
Standing Penalties
- * Additions to standing penalties:
  Done -from http://www.esilibrary.com/esi/availableDocs.php
Statistical Categories Editor –
From 2.2
Surveys
Transit List
Work Log
- * Expanding the Work Log:
  Done - from http://www.esilibrary.com/esi/availableDocs.php

Introduction - includes workflow diagram
Setup
- Link to server administration>>acquisitions>>fund sources?
- Link to server administration>>acquisitions>>funds?
- Link to server administration>>acquisitions>>providers?
- and others?
Selection Lists and Purchase Orders
- Selection Lists
  From 2.2
- Purchase Orders
- Add Brief Record
  From 2.2
- Load MARC Order Records
- Federated Search
  From 2.2
- Line items
- Line items to the catalog
- Export single attribute list
- Cancel/Suspend Acquisitions
Invoices
Receiving
- Receive Items from an Invoice
  From 2.2
  - Receive items in batch
  - Receive specific copies
Claiming
Vandelay integration
From 2.2

Batch Edit MARC
Batch Importing MARC Records
From 2.2
Create new MARC record
Conjoined Items
From 2.2
Overlay Existing Catalog Record via Z39.50 Import
From 2.2
- Not sure if we need something additional beyond this for z39.50 but should be looked at
Manage authorities
Manage Copy Buckets
Manage Record Buckets
Monograph Parts
From 2.2

Introduction
From 2.2
- Explanation of difference in Serials Control View and Alternate Serials Control View (this could include a table to identify the differences in the two views)
- Workflow diagram
Copy Templates
From 2.2
Setting Up Subscriptions
From 2.2
- Serials Control View
  - Setting up subscription
  - Handling special issues
- Alternate Serials Control View
  - Setting up subscription
  - Handling special issues
Creating Special Issues
From 2.2
Holdings Statement
From 2.2
- MFHD and holdings generated by serials functions
- Explanation for adding and editing MFHD
Receiving
From 2.2
- Batch receiving
- Receiving through the serials control view
Edit Subscriptions
From 2.2
Group Serials Issues in OPAC Display
From 2.2

(covering Booking as well since it is in essence a circulation task)
Booking Module
From 2.2
Circulating Items
From 2.2
Holds Management
* Display Hold Types on Pull List:
Done - from http://www.esilibrary.com/esi/availableDocs.php
Patron Management
From 2.2
- Register patrons
- Pending patrons
- Editing patrons
- Patron alerts and notes
- Merging patrons
Triggered Events and Notices
Done - from http://www.esilibrary.com/esi/availableDocs.php

Administering Reports
- Starting and Stopping the Reporter Daemon
- Adding Data Sources to Reporter
- Create a PostgreSQL query, view, or table that will provide the data for your data source
- Add a new class to fm_IDL.xml for your data source
- Restart the affected services to see the new data source in the reporter
- Exporting Report Templates Using phpPgAdmin
Folders
- Creating Folders
- Managing Folders
Templates
- Creating Templates
- Choosing Report Fields
- Applying Filters
- Cloning Shared Templates
- Template Terminology
Output
- Generating Reports from Templates
- Viewing Report Output
- Running Recurring Reports