evergreen-docs_2.2:outline [Evergreen DokuWiki]

Evergreen Documentation 2.2

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.

Please add sections

Global system configuration (which can be done by editing opensrf.xml, opensrf_core.xml, etc…)
Customizing the OPAC/TPAC – DONE -- From Dan Scott (http://bzr.coffeecode.net/2011/tpac_tutorial/TPAC_development_101.txt).
Auto Suggest Search box – DONE -- From Sally and ESI.
Customizing the staff client
Backing-up data and files
Locales and Languages (See: http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n)

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 – DONE -- See Serials Copy Template
'Do not attempt Auto-Print' Setting
Field Documentation
Group Penalty Thresholds
Hold Policies
Library Settings Editor – Some content (fines accrued, Target Copies for Holds at Closed Libraries)
Non-cataloged types editor
Notifications/Action Triggers
Patrons with Negative Balances
Reports - Refer to section below
Standing Penalties
Statistical Categories Editor – DONE -- From Scott Prater
Surveys
Transit List
Work Log

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 being reviewed
- Purchase Orders
- Add Brief Record being reviewed
- Load MARC Order Records
- Federated Search being reviewed
- Line items
- Line items to the catalog
- Export single attribute list
- Cancel/Suspend Acquisitions
Invoices
Receiving
- Receive Items from an Invoice DONE
  - Receive items in batch
  - Receive specific copies
Claiming
Vandelay integration from Sally/ESI

Batch Edit MARC
Batch Importing MARC Records DONE
Create new MARC record
Conjoined Items DONE
Overlay Existing Catalog Record via Z39.50 Import DONE
- 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 DONE

Introduction DONE
- 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 DONE
Setting Up Subscriptions DONE
- Serials Control View
  - Setting up subscription
  - Handling special issues
- Alternate Serials Control View
  - Setting up subscription
  - Handling special issues
Creating Special Issues DONE
Holdings Statement DONE
- MFHD and holdings generated by serials functions
- Explanation for adding and editing MFHD
Receiving DONE
- Batch receiving
- Receiving through the serials control view
Edit Subscriptions DONE
Group Serials Issues in OPAC Display DONE -- from Sally/ESI

Please add sections

Administering Reports Done - from 2.1
- 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 Done - from 2.1
- Creating Folders
- Managing Folders
Templates Done - from 2.1
- Creating Templates
- Choosing Report Fields
- Applying Filters
- Cloning Shared Templates
- Template Terminology
Output Done - from 2.1
- Generating Reports from Templates
- Viewing Report Output
- Running Recurring Reports

Please add sections

Please add sections

Intro to Opensrf
Intro. to SQL (in context of Evergreen)
Other Developer basics?
Contributing Code to the Evergreen project
Adding Translations (See: http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n)