Cosa 2010 customising symphony cusack & bonney

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

Real SirsiDynixCustomisation

Cathy Cusack & Ken Bonney

Oct 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


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


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

http://staff.sirsidynix.com/?option=com_directory&task=detailed&id=809&Itemid=49











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


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


Profile:STUDENT status:OK




Murphy, Charles


Profile:STUDENT status:OK




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 colourtheme.



The Theme FileColor.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

http://en.wikipedia.org/wiki/Web_colors



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Cosa 2010 customising symphony cusack & bonney