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Cusack customizing symphony






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Cusack customizing symphony Cusack customizing symphony Presentation Transcript

  • Real SirsiDynixCustomisation
    Cathy Cusack & Ken Bonney
    Oct 2010
  • Special Thanks to Joel HahnLead Cataloger, Niles Public Library District, Niles, IL, USA
  • Overview
    Desktop setup
    Keyboard customization
    Toolbar modification
    Adding user pictures
    Reformatting reports
    Create your own color scheme
  • DesktopSet Up
  • Increase Font Size
    • Preference menu> Desktop> Font setting
  • Wizards to automatically open when you start SirsiDynix Symphony
    • Preference menu > Desktop > Desktop setup > Opening Wizard
  • Multiple Window Option
    • Preference menu > Desktop >Desktop set up… > Multiple windows mode
  • Keyboard Customisation
  • Function Key Mapping
    You can minimise the use of a mouse by using delivered function keys or amending function keys to suit local requirements (where possible)
    Note: You are not able to change the Helps from the F1 key
  • Keyboard Shortcuts
    TAB: You can use the Tab key to move around the available options on the screen.
    ENTER: The Enter key will enact the highlighted button on the screen
    SHIFT: Using the Shift key with the Page up and Page down keys will allow you move around the available tabs on the screen
    ALT: Using the Alt key with the Page up and Page down keys will allow you move around the available sub-tabs on the screen
    HOME/END: Same functionality as Word, go to start or end of a line
    CTRL-F6: Will navigate through the windows you have open
    PAGE UP/DOWN: Takes you to the top or bottom of a list
    ARROW UP/DOWN: Takes you up and down a list, one at a time
    SHIFT-F10: Will activate an Right click options
    ESC: Will undo any changes made in the CURRENT field
  • Hot Keys
    Some buttons have a letter in brackets. These are Hot Keys that can be activated by using the Alt key and the letter
    The system also has other letters that can be used with the ALT key. To see which letters perform what function, press the ALT key on its own, and the letters will be underlined.
  • Toolbar Modification
  • Toolbars can be created locally as below, or globally in the Utilities module
    You can copy an existing group or individual wizard from the delivered list or create your own
  • When adding the new toolbar, you will need to give it a name and a description.
    Once created, you can make add new groups and wizards to the toolbar.
  • When creating your own, choose a wizard from the dropdown menu and the rest of the information will be filled in automatically. These can be amended as required.
    When creating or copying wizards and groups, you can change the description, text fields and icon that appear on the toolbar, as well as allocate a function key.
  • Once created, these local toolbars can be amended through the Workflows client, or through the file stored in C:….SirsiWorkflowsToolLocal
    Sample file:
    AddBriefTitleWizard|Wizards.workflows.Circwfs.AddBriefTitleWizard|0|2|1|Fast Add Title
    |0addnew|Fast Add for returning to Cataloguing|Add brief title, call number, and copy to the catalogue. |Wizards.workflows.Circwfs.AddBriefTitlePropertyWizard||||
    Why make the changes here?
    • Allows you to make changes using the replace option in Word (although care should be taken to not amend the delivered options)
    • Allows you to add the same Wizard twice in different groups in the same toolbar
    • Can see the allocated Function Key (the fourth field), and change a number of them at once.
    • You can make changes to a number of wizards without having to open each individually in Workflows.
  • Adding User Pictures
  • Adding a user photo to SirsiDynix Symphony
  • What type of photo do I need?
    • JPG or GIF
    • Size 90 X 90 pixels, could go higher, however the bigger the picture the more space it takes up.
    • The name of the file is the barcode
  • Where do I put the photo?
    • D:SirsiUnicornCustomPhotos
  • ReformattingReports
  • Pipe Delimited Reports
    • There are a number of reports that are available in pipe delimited format
    • The ability to choose this output may be within the report, or on a separate tab.
    • These can be text based, useful when needing to provide lists for users or staff members eg. List bibliography
    • Can be numerically based, which can then be used to produce graphs
    eg. Current User Statistics
  • To Open in Excel
    After saving the pipe delimited report as a .txt file, open Excel and then open the saved file. This should open the Text Import Wizard in Excel.
    Select delimited
    Select Other and add |
  • Fixed Format Helper
    The list of pipe delimited reports created.
    Click and view the report and save as a .txt file
  • This will then produce an excel spread sheet………………
    ……which can then be used to create a graph
  • What if the report you want does not offer the pipe delimited option?
    Create your own using the replace option in Word. This may involve a little trial and error, but with practice you could go………
    From This.........
    Thornton, Cherise
    id:112374 library:FEW
    Profile:STUDENT status:BLOCKED
    bills:2 charges:1 holds:0
    number of history charges:0
    total bills:2 total charges:1
    Murphy, Elizabeth
    id:210000007 library:FEW
    Profile:STUDENT status:OK
    bills:0 charges:0 holds:0
    number of history charges:0
    total bills:0 total charges:0
    Murphy, Charles
    id:210000008 library:FEW
    Profile:STUDENT status:OK
    bills:0 charges:0 holds:0
    number of history charges:0
    total bills:0 total charges:0
    To This
    Thornton, Cherise|112374|FEW|STUDENT|BLOCKED|2|1|0|0|2|1|
    Murphy, Elizabeth|210000007|FEW|STUDENT|OK|0|0|0|0|0|0|
    Murphy, Charles|210000008|FEW|STUDENT|OK|0|0|0|0|0|0|
  • Creating Your Own Colour Scheme
  • Changing a colour scheme
  • The Theme File
    • Find the theme file C:Program FilesSirsiJwfProperty
    • Copy a file you would like to change. This will be your backup should you want to use it again
    • You have to use one of the existing files because the selection list in the Desktop Preferences window is hard‐coded with the delivered themes
    • Either pick one with a name that closest to what you intend to end up with, or one that is at the top or bottom of the list, so that it’s easy to remember which one is your custom colour theme.
  • The Theme File
    Color.blue file
    The three groups (Purple, Green,Blue)are usually the same colours
    The last three numbers are the Red, Green, and Blue values
    *These properties do not seem to be used in Symphony
  • Colour Choiceshttp://en.wikipedia.org/wiki/Web_colorsThe third section contains the Red Green Blue value for the Colour