Cusack customizing symphony

2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST

Real SirsiDynix Customisation

Cathy Cusack & Ken BonneyOct 2010

Special Thanks to

Joel HahnLead Cataloger, Niles Public Library District, Niles, IL, USA

• Desktop setup • Keyboard customization • Toolbar modification • Adding user pictures • Reformatting reports • Create your own color scheme

OVERVIEW

Desktop Set 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

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

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

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:….\Sirsi\Workflows\ToolLocal

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:\Sirsi\Unicorn\Custom\Photos

Reformatting Reports

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

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?

Creating Your Own Colour Scheme

Changing a colour scheme

The Theme File

• Find the theme file C:\Program Files\Sirsi\Jwf\Property

• 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• 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 coloursThe 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_colors

The third section contains the Red Green Blue value for the Colour

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