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SirsiDynix Symphony WorkFlows Help > WorkFlows Interface > Key Enhancements

Key Enhancements

The following features are key enhancements for SirsiDynix Symphony Version 3.3.

Service to End Users
Staff Efficiencies
General Items
My Lists Feature Added for Users To Create and Maintain Permanent Lists of Titles

The e-Library has been enhanced with the My Lists feature, which gives users theability to create one or more lists of selected items. Unlike the Kept record list,which is a temporary list of selected titles that is deleted when the user ends the e-Library session, the lists created with the My Lists feature are saved on the e-Libraryserver for the user to access in future e-Library sessions. Users can create anynumber of My Lists lists and maintain any number of titles on each list.In addition to using the My Lists enhancements, libraries also now have the abilityto turn the Kept list feature on or off to allow or disallow users from makingtemporary lists of selected titles. By default, the Kept list feature is enabled to maintain continuity with previous versions of the e-Library.

With the My Lists feature, users can do the following:

Tabbed Display Replaces the Review My Account Display

The Review My Account display in the e-Library has been redesigned to include tabs so the user can more quickly access the desired information. SirsiDynix Symphony administrators can configure environment variables to control what information and features are available on certain tabs.

Updated Interface to the e-Library Includes Support for Local Cascading Stylesheets

The e-Library interface design has been changed to include the following enhancements.

User Can Bookmark Pages and Create Permalinks to Pages

The e-Library has been enhanced with the ability to bookmark library catalog pages, and to create permanent links (permalinks) to library catalog pages that can be used in a Web log (blog) or on a Web page. With the bookmarks or permalinks, users can click a bookmark or a link to return to particular search hits page or other library Web pages of interest to them.

Option to Display Dates in Textual Format

The option to show date displays in a textual format on receipts and in public access displays was added. Dates in SirsiDynix Symphony previously displayed only as numbers, in MM/DD/YYYY or DD/MM/YYYY format. Although various countries typically use single date formats, end users are regularly confused about due dates because so many software products do not conform to single dates. This enhancement gives sites the option to display dates explicitly as “December 10, 2007” or “12 October 2007” instead of using numbers to indicate dates.

Acquisitions Invoice Tax Features Expanded

More invoice tax features were added to SirsiDynix Symphony Version 3.3.

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Acquisitions Fund Level 5 and Fund Level 6 Added

Now users can assign up to six fund levels for a fund. Acquisitions wizards that allow limiting fund searches by fund level now include searching by Fund Level 5 and Fund Level 6. Fund Level 5 and Fund Level 6 will appear in the Fund Level drop-down list in the search window for these acquisitions wizards.

Ability to Limit Title List of Orders by Library

Users can now limit the list of title orders by library. A new search default property, Orders for Library, was added to the acquisitions order wizards. This property appears below the Item Library property on the Defaults tab.

Support for VIP (Vendor Integration Port)

The Vendor Information Port (VIP) helper searches the library catalog and a vendor catalog simultaneously by ISBN for title records, adds brief title records, and allows the user to initiate the creation of orderlines for titles. This helper is available in the order wizards if the library has purchased access to the helper.

The VIP helper displays search results from the library’s catalog and the vendor’s catalog in the same window so the user can easily determine if the title is already in the library catalog, and/or if the title is currently available from the selected vendor. If the library catalog already contains matching title records, the user can select a particular title and view the bibliographic information, call number and item information, and open orders information (if the title is already on order). If the vendor catalog contains a matching title record, the user can view the availability, pricing, and discount information.

If the library catalog does not contain a matching title record but the vendor catalog does, the VIP helper has an option to add a temporary title record. The user can select which catalog format to use for the brief title record (such as MARC or UNIMARC). Information from the vendor catalog record (such as ISBN, title, author, and publication information) automatically populates the bibliographic fields of the brief title record. The user can edit the imported information as needed. After saving the brief title record, the user can create an orderline for the title.

If the user wants to search for the same title in another vendor’s catalog, the user can simply select another vendor from the VIP Vendors list field and start the search again. The ISBN does not need to be re-entered for the new search. This ability to quickly switch vendors allows the user to compare material availability and pricing among vendors.

For more information, see the Vendor Information Port Helper topic.

Enhancements to Support Cataloging, Importing, and Displaying UNIMARC-formatted Bibliographic and Authority Records

Many enhancements were made to the SirsiDynix Symphony system for cataloging, importing, and display UNIMARC-formatted bibliographic and authority records.

Bibliographic record loading reports and SmartPort support UNIMARC title control key and MARC tag hierarchy match and load options

For more information, see FAQs: Working with UNIMARC Formats.

Group Booking Functionality Added to WorkFlows Java Client Booking Module

The Group Booking functionality has been added to the WorkFlows Java client’s Booking module. With group booking, related single-booking items can be grouped together for booking and check out as a single job. Booking Profile policies are created that link the single-booking items together, and group booking requirements lists indicate the quantity and delivery and return shipping methods for these items. For example, a Booking Profile policy, MTGROOMGRP, can be created to book meeting rooms. Any time a meeting room is booked, other related items are set up for use.

For more information, see FAQs: Understanding the Group Bookings Feature.

New Global Call Number Modification Wizard

SirsiDynix Symphony structure requires a separate call number record when volume information is different. This means that if an entire set of volumes needs to be reshelved (for example, when updated volumes arrive), currently a staff user must update the call number (which is the same for each volume) on each volume individually. A new Global Call Number Modification wizard was created to allow the operator to select one or more call numbers for a title to be updated simultaneously, allowing all volumes to be handled efficiently.

For more information, see the Global Call Number Modification wizard topic.

Can Now Assign “Available Soon” Current Location to New Items as They Are Created

Users can now automatically set the current location of items to an “Available Soon” location as they are created in the cataloging wizards. A new behavior property, Set Current Location of New items to AVAILABLE SOON, was added to the catalogingwizards where users can create new items. When this behavior property is selected, new items will be assigned the first current location (found in policies) of the AVAILABLE_SOON type. When the items are later scanned in a circulation wizard, this location will be automatically removed. The new “Available Soon” behavior property appears in the following wizards.

• Add Items

• Add Title

• Call Number and Item Maintenance

• Duplicate Title

Search Library Preferences Added to Cataloging, Accountability, Materials Booking, and Serial Control Wizards

The Search Library Preference behavior properties have been added to the cataloging, accountability, materials booking, and serial control wizards that use the Item Search window. The Search Library List Type property allows the SirsiDynix Symphony administrator to control what libraries are accessible in the Search Library list when searching items.

New Statistical Fields Added at Title, Call Number, and Item Levels

New fields were added to the title, call number, and item levels that will capture item level circulation by a defined timeframe (for example, by month) and at the title level will provide a cumulative total of circulations for all items on a call number and/or all call numbers on a title. Reports were added to clear out the time-based fields and update statistical reports to take advantage of these new fields.

Ability to Circulate Items in Groups (Circulation Sets)

The new Circulation Sets feature allows users to group individual items together to circulate as one set of items.

Sites interested in using the Circulation Sets functionality should contact SirsiDynix Client Care to configure this feature on their systems.

The Circulation Sets feature includes new wizards for creating, displaying, maintaining, and removing circulation sets.

The Circulation Sets feature includes the following wizards. These wizards are found in the Maintain Sets group on the Circulation toolbar.

Users can identify the circulation sets as parental or non-parental.

Circulation sets can be checked out, checked in, renewed, transitted, and more using the standard circulation and offline circulation wizards. The Item Search and Display wizard, the Item Search in the circulation wizards, and Item Search helper now include the Set ID search option.

For more information, see FAQs: Circulating Items in Groups.

New “Penultimate” Renewal Feature

Users can now configure a warning for when an item is allowed only one more renewal. This warning will appear in the Renew Item and Renew User wizards and in the renewal functions of the Checkout wizard.

New User Name Fields

In Version 3.3, the user name has been expanded to include the following new fields:

• First name (maximum 20 characters)

• Preferred name (maximum 20 characters)

• Middle name (maximum 20 characters)

• Last Name (maximum 60 characters)

• Suffix (maximum 10 characters)

User Search and the User Search helper have been modified to search on the data in any of these name fields (except for Suffix). Wizards, tabs, and helpers have been modified to display the new fields, and user load reports and programs have also been updated.

When sites upgrade to Version 3.3, these new user fields will be added to the user records. The User Name field will be renamed “Last Name,” and the previous user name data will populate this new Last Name field. After the Version 3.3 upgrade, sites will need to run the new Refactor User Name report which will convert the user name data in the Last Name field and populate the new First Name, Middle Name, and Suffix fields. (The Preferred Name field will not be populated because it is a brand new field for SirsiDynix Symphony.)

New User Name Display Configuration

The SirsiDynix Symphony system can now be configured to display the user name

in the WorkFlows and e-Library clients in one of two ways:

• Last Name, Suffix, First Name, Middle, Title (default setting)

• Title, First Name, Middle Name, Last Name, Suffix

If the specific name fields are not populated, these fields will not display. If the Use Preferred Name option is selected in the user record, the user’s preferred name will display instead of the first name.

Outreach Module Enhancements

The following enhancements were made to the Outreach Services module:

Bibliographic Record Loading Reports and SmartPort Wizard Now Support UNIMARC Title Control Key and MARC Tag Hierarchy Match and Load Options

Data fields in the UNIMARC bibliographic format do not always include the same data as the equivalent MARC21 tags. Previously, the bibliographic load programs did not allow the appropriate options for loading UNIMARC bibliographic records. Now, these programs have been updated, and the title control key options and MARC tag hierarchy options in the reports and wizard have also been updated to display the UNIMARC tag selections. The following reports and wizard have been updated.

Updates to Debt Collection Reports

Changes have been made to the Debt Collection group reports to function better in a consortia environment and to improve the speed of creating, processing, and updating the debt collection files.

The debt collection reports have been modified to write information to new debt collection databases or tables in SirsiDynix Symphony. The debt collection tables store information about users sent to collection agency, the bill information sent, and the debt totals. These tables are updated when a user is sent to collections, when a user sent to collections makes payments or gets new bills, or when all bills are paid and the user is removed from collection agency.

When a user qualifies for collection agency based on selections in the Collections Information report, the user will be updated with a status of COLLECTIONS. The date/time the user is sent to collections and subsequent bill information is written to the debt collection tables. The Collections Update report will update the user collections information previously sent to the collection agency with new payment activity, new bills, and so forth. Because the Collections Update report also includes a new “synchronization” mode, the Collections Synchronization report was no longer needed and has been removed.

For detailed information about the new Debt Collection reports, see the report topics and FAQs: Using the Debt Collection Reports.

Academic Reservations Module Added to WorkFlows Java Client

With Version 3.3, the Academic Reservations module has been added to the WorkFlows Java client. Academic Reservations allow users to make advance reservations on Reserve materials to guarantee that the materials will be available at the Reserve Desk at the requested time.

The Academic Reservations module includes the following features.

• Reservation profiles can be created to determine how reservations may be madeon reserve items.

• Reservations can be restricted by item type and by user profile.

• Reservations may be placed by the minute. Starting and ending dates and timesmust be specified for each reservation.

• Reservations can be configured to be unavailable for certain times even though the Reserve Desk is open

The academic reservations wizards appear on the Reserves toolbar in the Reservations Information and Maintenance wizard group. The following wizards are used to create, display, modify, and remove reservation information.

Sirsi Voice Automation (SVA) Enhancements

The following enhancements were made to Sirsi Voice Automation (SVA).

Web-based Staff Client Enhancements

A series of enhancements were made to the StaffWeb client appropriate for all types of libraries, instead of being focused on K-12 school libraries. These enhancements will include screen label changes so that fields can be configured to not be as school-centric. Enhancements were made to the StaffWeb client to work with Unicode-enabled systems, and to support localization of the StaffWeb client so that translation into other languages can occur.

SirsiDynix Symphony on MSSQL Server

A growing percentage of current and prospective SirsiDynix customers require the Microsoft SQL Server (MSSQL) database solution. Support for MSSQL will meet this need and also accommodate customers who wish to take full advantage of a relational database with additional flexibility when installing SirsiDynix Symphony.

Certify Support for Windows Server 64-bit Systems Using Oracle

Previous versions of SirsiDynix Symphony supported 64-bit versions of Windows Server only for the ISAM environment. Sites using Oracle were installed using the 32-bit version of Windows Server. Since Windows Server now ships the 64-bit version by default, an enhancement is planned to complete certification of SirsiDynix Symphony and the Oracle RDBMS on 64-bit Windows systems.

WorkFlows Java Helps Accessible through Proxy Server

In the WorkFlows Java client, the ability has been added to access helps through a Proxy server. To configure, select the option Preference-Desktop-Desktop Setup-Proxy Server Configured. When the option is selected, Host and Port fields are enabled and the valid host domain and port number must be entered. When configured, the system property is set so that any HTTP request is routed through the proxy server.

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