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 Hahn
Lead 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:….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

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 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
• 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

Colour Choices
http://en.wikipedia.org/wiki/Web_colors
The third section contains the Red Green Blue value for the Colour

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