Differences
This shows you the differences between two versions of the page.
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evergreen-docs_2.2:outline [2012/04/05 13:36] rsoulliere |
evergreen-docs_2.2:outline [2012/07/19 15:09] (current) rsoulliere |
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| - | ===== Evergreen Documentation 2.2 -- DRAFT proposed reorganization ===== | + | ===== Evergreen Documentation 2.2 ===== |
| === Color Indicators for documentation === | === Color Indicators for documentation === | ||
| Line 26: | Line 26: | ||
| **Please add sections**FIXME | **Please add sections**FIXME | ||
| * Global system configuration (which can be done by editing opensrf.xml, opensrf_core.xml, etc...) | * Global system configuration (which can be done by editing opensrf.xml, opensrf_core.xml, etc...) | ||
| - | * Customizing the OPAC/TPAC -- <HTML><span style="color: green;font-weight: bold">DONE -- From Dan Scott (http://bzr.coffeecode.net/2011/tpac_tutorial/TPAC_development_101.txt).</span></HTML> | + | * Customizing the OPAC/TPAC -- <HTML><span style="color: green;font-weight: bold">DONE -- From Dan Scott (http://bzr.coffeecode.net/2011/tpac_tutorial/TPAC_development_101.txt).</span></HTML> |
| + | * Auto Suggest Search box -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> | ||
| * Customizing the staff client | * Customizing the staff client | ||
| * Backing-up data and files | * Backing-up data and files | ||
| * Locales and Languages (See: http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n) | * Locales and Languages (See: http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n) | ||
| + | |||
| + | === Using the Staff Client === | ||
| + | * Logging in | ||
| + | * Tab buttons -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> | ||
| + | * Double clicking functionality -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> | ||
| + | * Sorting columns -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> | ||
| + | * Recent searches -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> | ||
| + | * Return to search results from MARC editor -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> | ||
| === System-wide Administration from the staff client (Admin>>Server Administration) === | === System-wide Administration from the staff client (Admin>>Server Administration) === | ||
| - | * Acquisitions <HTML><span style="color: orange;font-weight: bold">being reviewed</span></HTML> | + | * Acquisitions <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| * Actor Stat Cat SIP Fields | * Actor Stat Cat SIP Fields | ||
| * Age Hold Protect Rules | * Age Hold Protect Rules | ||
| Line 62: | Line 71: | ||
| * Permissions | * Permissions | ||
| * SMS Carriers | * SMS Carriers | ||
| - | * User Activity Types | + | * User Activity Types -- <HTML><span style="color: green;font-weight: bold">DONE -- From Sally and ESI.</span></HTML> |
| * User Setting Types | * User Setting Types | ||
| * Weights Association | * Weights Association | ||
| Line 79: | Line 88: | ||
| * Copy Location Order | * Copy Location Order | ||
| * Copy Locations Editor | * Copy Locations Editor | ||
| - | * Copy Template Editor | + | * Copy Template Editor -- <HTML><span style="color: green;font-weight: bold">DONE -- See Serials Copy Template</span></HTML> |
| * 'Do not attempt Auto-Print' Setting | * 'Do not attempt Auto-Print' Setting | ||
| * Field Documentation | * Field Documentation | ||
| * Group Penalty Thresholds | * Group Penalty Thresholds | ||
| * Hold Policies | * Hold Policies | ||
| - | * Library Settings Editor | + | * Library Settings Editor -- <HTML><span style="color: orange;font-weight: bold">Some content (fines accrued, Target Copies for Holds at Closed Libraries)</span></HTML> |
| * Non-cataloged types editor | * Non-cataloged types editor | ||
| * Notifications/Action Triggers | * Notifications/Action Triggers | ||
| Line 90: | Line 99: | ||
| * Reports - Refer to section below | * Reports - Refer to section below | ||
| * Standing Penalties | * Standing Penalties | ||
| - | * Statistical Categories Editor | + | * Statistical Categories Editor -- <HTML><span style="color: green;font-weight: bold">DONE -- From Scott Prater</span></HTML> |
| * Surveys | * Surveys | ||
| * Transit List | * Transit List | ||
| Line 118: | Line 127: | ||
| * Receive specific copies | * Receive specific copies | ||
| * Claiming | * Claiming | ||
| + | * Vandelay integration <HTML><span style="color: green;font-weight: bold">from Sally/ESI</span></HTML> | ||
| === Cataloging === | === Cataloging === | ||
| Line 151: | Line 161: | ||
| * Batch receiving | * Batch receiving | ||
| * Receiving through the serials control view | * Receiving through the serials control view | ||
| - | * Edit Subscriptions <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> | + | * Edit Subscriptions <HTML><span style="color: green;font-weight: bold">DONE</span></HTML> |
| + | * Group Serials Issues in OPAC Display <HTML><span style="color: green;font-weight: bold">DONE -- from Sally/ESI</span></HTML> | ||
| === Circulation === | === Circulation === | ||
| **Please add sections**FIXME | **Please add sections**FIXME | ||
| Line 158: | Line 170: | ||
| * Circulating Items <HTML><span style="color: green;font-weight: bold">DONE -- From 2.1</span></HTML> | * Circulating Items <HTML><span style="color: green;font-weight: bold">DONE -- From 2.1</span></HTML> | ||
| * Holds Management | * Holds Management | ||
| - | * Patron Management | + | * Patron Management <HTML><span style="color: green;font-weight: bold">DONE -- From Jenny and PALS</span></HTML> |
| * Register patrons | * Register patrons | ||
| - | * Pending patrons | + | * Pending patrons |
| + | * Editing patrons | ||
| + | * Patron alerts and notes | ||
| + | * Merging patrons | ||
| + | * Bills and payments <HTML><span style="color:green;font-weight: bold">Done -- From Jenny and PALS</span></HTML> | ||
| === Reports === | === Reports === | ||
| - | * Administering Reports | + | * Administering Reports <HTML><span style="color: green;font-weight: bold">Done - from 2.1</span></HTML> |
| - | * Starting and Stopping the Reporter Daemon | + | * Starting and Stopping the Reporter Daemon |
| * Adding Data Sources to Reporter | * Adding Data Sources to Reporter | ||
| * Create a PostgreSQL query, view, or table that will provide the data for your data source | * Create a PostgreSQL query, view, or table that will provide the data for your data source | ||
| Line 172: | Line 188: | ||
| * Restart the affected services to see the new data source in the reporter | * Restart the affected services to see the new data source in the reporter | ||
| * Exporting Report Templates Using phpPgAdmin | * Exporting Report Templates Using phpPgAdmin | ||
| - | * Folders | + | * Folders <HTML><span style="color: green;font-weight: bold">Done - from 2.1</span></HTML> |
| * Creating Folders | * Creating Folders | ||
| * Managing Folders | * Managing Folders | ||
| - | * Templates | + | * Templates <HTML><span style="color: green;font-weight: bold">Done - from 2.1</span></HTML> |
| - | * Creating Templates | + | * Creating Templates |
| * Choosing Report Fields | * Choosing Report Fields | ||
| * Applying Filters | * Applying Filters | ||
| * Cloning Shared Templates | * Cloning Shared Templates | ||
| * Template Terminology | * Template Terminology | ||
| - | * Output | + | * Output <HTML><span style="color: green;font-weight: bold">Done - from 2.1</span></HTML> |
| - | * Generating Reports from Templates | + | * Generating Reports from Templates |
| * Viewing Report Output | * Viewing Report Output | ||
| * Running Recurring Reports | * Running Recurring Reports | ||
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