Cosa 2010 customising symphony cusack & bonney

239 views
192 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
239
On SlideShare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Cosa 2010 customising symphony cusack & bonney

  1. 1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Real SirsiDynixCustomisation Cathy Cusack & Ken Bonney Oct 2010
  2. 2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Special Thanks to Joel Hahn Lead Cataloger, Niles Public Library District, Niles, IL, USA
  3. 3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • Desktop setup • Keyboard customization • Toolbar modification • Adding user pictures • Reformatting reports • Create your own color scheme OVERVIEW
  4. 4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DesktopSet Up
  5. 5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Increase Font Size • Preference menu> Desktop> Font setting
  6. 6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Wizards to automatically open when you start SirsiDynix Symphony • Preference menu > Desktop > Desktop setup > Opening Wizard
  7. 7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Multiple Window Option • Preference menu > Desktop >Desktop set up… > Multiple windows mode
  8. 8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Keyboard Customisation
  9. 9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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
  10. 10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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 Keyboard Shortcuts
  11. 11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. Hot Keys
  12. 12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Toolbar Modification
  13. 13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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
  14. 14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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.
  15. 15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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.
  16. 16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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.
  17. 17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Adding User Pictures
  18. 18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Adding a user photo to SirsiDynix Symphony
  19. 19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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
  20. 20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Where do I put the photo? • D:SirsiUnicornCustomPhotos
  21. 21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ReformattingReports
  22. 22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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
  23. 23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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 |
  24. 24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Fixed Format Helper The list of pipe delimited reports created. Click and view the report and save as a .txt file
  25. 25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST This will then produce an excel spread sheet……………… ……which can then be used to create a graph
  26. 26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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| What if the report you want does not offer the pipe delimited option?
  27. 27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Creating Your Own Colour Scheme
  28. 28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Changing a colour scheme
  29. 29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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.
  30. 30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  31. 31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST The Theme File Color.blue file • gradientscreen.background|30|144|255| • screen.background|185|196|218| • wizardscreen.background|250|240|230| • *toolbarborder.background|32|161|121| • toolbarbutton.foreground|255|255|0| • toolbarbutton.background|65|105|225| • mouseover.toolbarbutton.background|0|0|139| • *addressbarbutton.background|185|196|218| • *textbutton.foreground|0|0|0| • *textbutton.background|144|163|195| • *mouseover.textbutton.background|118|141|180| • taskmenubar.background|65|105|225| • taskmenu.background|255|235|215| 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
  32. 32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Colour Choices http://en.wikipedia.org/wiki/Web_colors The third section contains the Red Green Blue value for the Colour
  33. 33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  34. 34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST

×