Differences
This shows you the differences between two versions of the page.
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evergreen-docs_2.3:outline [2012/08/03 07:51] rsoulliere |
evergreen-docs_2.3:outline [2012/11/29 13:37] (current) rsoulliere |
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| Line 19: | Line 19: | ||
| * Install EDI | * Install EDI | ||
| * Testing and Troubleshooting | * Testing and Troubleshooting | ||
| - | * Installing the Staff Client | + | * Installing the Staff Client -- <HTML><span style="color: green;font-weight: bold">Done</span></HTML> |
| * Adding your Base Org Unit and Org. Type? | * Adding your Base Org Unit and Org. Type? | ||
| * Migrating/Loading Data | * Migrating/Loading Data | ||
| Line 26: | Line 26: | ||
| * 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: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Customizing the OPAC/TPAC -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Auto Suggest Search box -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Auto Suggest Search box -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Customizing the staff client | * Customizing the staff client | ||
| * Backing-up data and files | * Backing-up data and files | ||
| === Using the Staff Client === | === Using the Staff Client === | ||
| - | * Logging in | + | * Logging in -- <HTML><span style="color: blue;font-weight: bold">rsoulliere</span></HTML> |
| - | * Tab buttons -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Tab buttons -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Double clicking functionality -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Double clicking functionality -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Sorting columns -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Patron Border Color Enhancement <HTML><span style="color: green;font-weight: bold">Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> |
| - | * Recent searches -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Sorting columns -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Return to search results from MARC editor -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Recent searches -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| + | * Return to search results from MARC editor -- <HTML><span style="color: green;font-weight: bold">From 2.2</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: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Acquisitions <HTML><HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Actor Stat Cat SIP Fields | * Actor Stat Cat SIP Fields | ||
| * Age Hold Protect Rules | * Age Hold Protect Rules | ||
| Line 51: | Line 52: | ||
| * Circulation Duration Rules | * Circulation Duration Rules | ||
| * Circulation Limit Groups | * Circulation Limit Groups | ||
| + | * * Maximum Checkout by Copy Location <HTML><span style="color: green;font-weight: bold">Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> | ||
| * Circulation Matchpoint Weights | * Circulation Matchpoint Weights | ||
| * Circulation Max Fine Rules | * Circulation Max Fine Rules | ||
| Line 70: | Line 72: | ||
| * Permissions | * Permissions | ||
| * SMS Carriers | * SMS Carriers | ||
| - | * User Activity Types -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * User Activity Types -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * User Setting Types | * User Setting Types | ||
| * Weights Association | * Weights Association | ||
| Line 87: | Line 89: | ||
| * Copy Location Order | * Copy Location Order | ||
| * Copy Locations Editor | * Copy Locations Editor | ||
| - | * Copy Template Editor -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Copy Template Editor -- <HTML><span style="color: green;font-weight: bold">From 2.2</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 -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Library Settings Editor -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| + | * * Auto Override Patron Hold Events <HTML><span style="color: green;font-weight: bold">Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> | ||
| * Non-cataloged types editor | * Non-cataloged types editor | ||
| * Notifications/Action Triggers | * Notifications/Action Triggers | ||
| * Patrons with Negative Balances | * Patrons with Negative Balances | ||
| + | * Receipt Template Editor | ||
| + | * * Print Holds Slip with Landscape Layout: <HTML><span style="color: green;font-weight: bold"> Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> | ||
| * Reports - Refer to section below | * Reports - Refer to section below | ||
| * Standing Penalties | * Standing Penalties | ||
| - | * Statistical Categories Editor -- <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * * Additions to standing penalties: <HTML><span style="color: green;font-weight: bold"> Done -from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> |
| + | * Statistical Categories Editor -- <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> | ||
| * Surveys | * Surveys | ||
| * Transit List | * Transit List | ||
| * Work Log | * Work Log | ||
| + | * * Expanding the Work Log: <HTML><span style="color: green;font-weight: bold">Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> | ||
| === Acquisitions === | === Acquisitions === | ||
| Line 111: | Line 118: | ||
| * and others? | * and others? | ||
| * Selection Lists and Purchase Orders | * Selection Lists and Purchase Orders | ||
| - | * Selection Lists <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Selection Lists <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Purchase Orders | * Purchase Orders | ||
| - | * Add Brief Record <HTML><span style="color:red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Add Brief Record <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Load MARC Order Records | * Load MARC Order Records | ||
| - | * Federated Search <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Federated Search <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Line items | * Line items | ||
| * Line items to the catalog | * Line items to the catalog | ||
| Line 122: | Line 129: | ||
| * Invoices | * Invoices | ||
| * Receiving | * Receiving | ||
| - | * Receive Items from an Invoice <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Receive Items from an Invoice <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Receive items in batch | * Receive items in batch | ||
| * Receive specific copies | * Receive specific copies | ||
| * Claiming | * Claiming | ||
| - | * Vandelay integration <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Vandelay integration <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| === Cataloging === | === Cataloging === | ||
| * Batch Edit MARC | * Batch Edit MARC | ||
| - | * Batch Importing MARC Records <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Batch Importing MARC Records <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Create new MARC record | * Create new MARC record | ||
| - | * Conjoined Items <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Conjoined Items <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Overlay Existing Catalog Record via Z39.50 Import <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Overlay Existing Catalog Record via Z39.50 Import <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Not sure if we need something additional beyond this for z39.50 but should be looked at | * Not sure if we need something additional beyond this for z39.50 but should be looked at | ||
| * Manage authorities | * Manage authorities | ||
| * Manage Copy Buckets | * Manage Copy Buckets | ||
| * Manage Record Buckets | * Manage Record Buckets | ||
| - | * Monograph Parts <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Monograph Parts <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| === Serials === | === Serials === | ||
| - | * Introduction <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Introduction <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * 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) | * 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 | * Workflow diagram | ||
| - | * Copy Templates <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Copy Templates <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Setting Up Subscriptions <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Setting Up Subscriptions <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Serials Control View | * Serials Control View | ||
| * Setting up subscription | * Setting up subscription | ||
| Line 153: | Line 160: | ||
| * Setting up subscription | * Setting up subscription | ||
| * Handling special issues | * Handling special issues | ||
| - | * Creating Special Issues <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Creating Special Issues <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Holdings Statement <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Holdings Statement <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * MFHD and holdings generated by serials functions | * MFHD and holdings generated by serials functions | ||
| * Explanation for adding and editing MFHD | * Explanation for adding and editing MFHD | ||
| - | * Receiving <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Receiving <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Batch receiving | * Batch receiving | ||
| * Receiving through the serials control view | * Receiving through the serials control view | ||
| - | * Edit Subscriptions <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Edit Subscriptions <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Group Serials Issues in OPAC Display <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Group Serials Issues in OPAC Display <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| === Circulation === | === Circulation === | ||
| * (covering Booking as well since it is in essence a circulation task) | * (covering Booking as well since it is in essence a circulation task) | ||
| - | * Booking Module <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Booking Module <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| - | * Circulating Items <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Circulating Items <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| * Holds Management | * Holds Management | ||
| - | * Patron Management <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * * Display Hold Types on Pull List: <HTML><span style="color: green;font-weight: bold"> Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> |
| + | * Patron Management <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> | ||
| * Register patrons | * Register patrons | ||
| * Pending patrons | * Pending patrons | ||
| * Editing patrons | * Editing patrons | ||
| * Patron alerts and notes | * Patron alerts and notes | ||
| - | * Merging patrons | + | * Merging patrons |
| + | * Triggered Events and Notices <HTML><span style="color: green;font-weight: bold">Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> | ||
| Line 202: | Line 210: | ||
| === Using the Online Public Access Catalog (OPAC) (general user help) === | === Using the Online Public Access Catalog (OPAC) (general user help) === | ||
| - | * My Lists <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * My Lists <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| + | * Kids OPAC <HTML><span style="color: green;font-weight: bold">Done - from http://www.esilibrary.com/esi/availableDocs.php</span></HTML> | ||
| === Developer Resources === | === Developer Resources === | ||
| Line 210: | Line 219: | ||
| * Other Developer basics? | * Other Developer basics? | ||
| * Contributing Code to the Evergreen project | * Contributing Code to the Evergreen project | ||
| - | * Adding Translations <HTML><span style="color: red;font-weight: bold">Can this be pulled from 2.2 content?</span></HTML> | + | * Adding Translations <HTML><span style="color: green;font-weight: bold">From 2.2</span></HTML> |
| === Appendices === | === Appendices === | ||
| * Attributions | * Attributions | ||
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 3.0 Unported
