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2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Real SirsiDynix Customisation
Cathy Cusack & Ken BonneyOct 2010
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Special Thanks to
Joel HahnLead Cataloger, Niles Public Library District, Niles, IL, USA
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
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Desktop Set Up
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Increase Font Size• Preference menu> Desktop> Font setting
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
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Multiple Window Option• Preference menu > Desktop >Desktop set up… > Multiple windows mode
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Keyboard Customisation
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
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
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
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Toolbar Modification
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
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.
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.
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:….\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.
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Adding User Pictures
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Adding a user photo to SirsiDynix Symphony
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
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Where do I put the photo?
• D:\Sirsi\Unicorn\Custom\Photos
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Reformatting Reports
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
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 |
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
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
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?
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Creating Your Own Colour Scheme
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Changing a colour scheme
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
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.
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
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 coloursThe last three numbers are the Red, Green, and Blue values*These properties do not seem to be used in Symphony
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Colour Choiceshttp://en.wikipedia.org/wiki/Web_colors
The third section contains the Red Green Blue value for the Colour
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST