INFOhio Handbook: SirsiDynix K-12 Library Automation Symphony   

SirsiDynix WorkFlows Client Download and Installation Links [HERE
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     INFOhio/Sirsi K12 Manual - Table of Contents Detailed Flipchart Tip Sheet Tutorials
.   Manual cover Detailed
    MultiMedia tools / downloads

1

Local Information Back to top^
1.0   Local Information:
Table of Contents
Detailed      
1.1   Accessing Workflows Detailed      
1.2 Local Staff User Privileges & Toolbars Detailed
     
1.3 Local Library Codes Detailed      
1.4 Local User Profile Information Detailed      
1.5 Local Material Types  Detailed
     
1.6a Local Item Groups Detailed      
1.6b INFOhio Item Groups   Detailed
     
1.7 Local Funding Sources Detailed       
1.8 Local Class Schemes Detailed      
2 CAT 2.0 - CAT and CAT Jr. Back to top^
2.0 OPAC: Table of Contents Detailed   CAT search widget generator 
2.1   Searching with CAT Jr. Detailed     Cat Jr. ppt 
2.2   Searching with CAT (CAT 2.0) Detailed
 Brief
Searching with
 Tip Sheet
How to use My Account

CAT ppt

2.3 Searching Strategies Detailed  
2.4 Have You Read?  
Librarian Favorites
Detailed  
2.5   Have You Read?
New Items
Detailed      
2.6   Discovery Portal   Detailed
  Tip Sheet
Discovery Portal search widget generator  
LINK
DP District password request
Discovery Portal ppt
2.7   BookMyne     Tip Sheet

Tri-fold pamphlet
PDF pamphlet
Find a Library mp4
Searching mp4
Recommended Reading mp4
My Account mp4
2.8 INFOhio eBooks   e-Doc e-Docs are viewable only. Print Detailed or FlipChart documents. PLEASE complete survey after using eDocs.
2.8a   INFOhio eBook Overview Detailed
 
     
2.8b   INFOhio eBooks FAQ Detailed
  Tip Sheet pamphlets

Nook / Kindle
iPad / iPhone

Android  
    
Audiobooks
 
3   Getting Started in Workflows   Back to top^    
3.0 Getting Started: Table of Contents Detailed Flipchart    
3.1 Accessing Workflows Detailed Flipchart    
3.2 Workflows Screen Detailed
Flipchart Tip Sheet
Workflows Print Setup
 
3.3 Wizards & Toolbars Detailed Flipchart    
3.4 Set Properties Detailed Flipchart  Tip Sheet
 Receipt Printer Setup
 
3.5 Online Help Detailed
7/13
Flipchart
7/13
   
3.6 Additional Information Sources Detailed Flipchart    
3.7 Keyboard Shortcuts Detailed Flipchart    
3.8 Dictionary Detailed      
3.9 Library Calendar Detailed Flipchart   Tutorial
3.10 Barcode Options Detailed
     
4 User Maintenance Back to top^
4.0 User Maintenance:
Table of Contents
Detailed
 
Flipchart    
4.01 User Helper Properties Detailed
 
     
4.1 Display User Detailed Flipchart    
4.2 User Registration Detailed
 
Flipchart
 
  Add Faculty  ppt 
4.3 Copy User Detailed
Flipchart
 
   
4.4 Modify User Detailed Flipchart Tip Sheet
Manually Add Patron Photos
7/13
 
4.5 Remove User Detailed Flipchart    
4.6 Suspend User Detailed Flipchart
   
4.7 Unsuspend User Detailed Flipchart    
5 Item Search/ Item Status Back to top^
5.0 Item Search/ Status:
Table of Contents
Detailed Flipchart    
5.1 Item Search and Display Detailed
 
Flipchart Tip Sheet
Search Indexes defined
 
5.2 Check Item Status Detailed
 
Flipchart
 
   
6 Circulation Back to top^
6.0 Circulation: Table of Contents Detailed
Flipchart
   
6.1 Circulation Helpers Detailed
 
Flipchart Tip  Sheet 
Sound Alerts

Sounds

 
6.2 Checkout Items Detailed
Flipchart Tip Sheet
Holidays/Calamity Days Due Dates
6.3 Check In Items Detailed
Flipchart
 
   
6.4 Renew Single Item Detailed
Flipchart Tip Sheet
Renew Item in OPAC
 
6.5 Renew User Checkouts Detailed
Flipchart  
6.6 Pay Bill Detailed
Flipchart
Tip Sheet
Quick Pay
 
6.7 Bill User Detailed
Flipchart    
6.8 Credit User Account Detailed Flipchart
   
6.9 Fine Free Check In Detailed
Flipchart
   
7   Special Circulation Functions (Other Tasks)   Back to top^    
7.0 Special Circulation:
Table of Contents
Detailed Flipchart    
7.1

Book Drop Check In

Detailed
Flipchart    
7.2 User Claims Returned Detailed
7/13
Flipchart    
7.3 User Lost Card  Detailed Flipchart    
7.4 Modify Due Date Detailed
Flipchart
 
   
7.5 Mark Item Used Detailed Flipchart    
7.6 Ephemeral Checkout Detailed Flipchart    
7.7 Transit Items Detailed
 
Flipchart
 
   
7.8 Receive Items in Transit Detailed Flipchart    
7.9 InterLibrary Loan Detailed Flipchart   Tip Sheet 1 
 Reports for Cleanup
Tip Sheet 2
ILL Statuses
 
8 Maintain Circulation Sets Back to top^  
8.0   Circulation Sets: Table of Contents Detailed      
8.1   Circulation Sets Overview Detailed 10/13      
8.2   Display Circulation Set Detailed      
8.3   Add Circulation Set Detailed   Tip Sheet
eBook Circ Sets
 
8.4   Modify Circulation Set Detailed      
8.5   Remove Circulation Set Detailed      
9 Holds Back to top^  
9.0   Holds: Table of Contents Detailed Flipchart Tip Sheet
Print Checkin Hold Screen Message
 
9.1 Place Holds Detailed Flipchart  Tip Sheet
Place Hold via OPAC
 
9.2 Display User Holds Detailed Flipchart    
9.3 Modify User Holds Detailed Flipchart    
9.4 Remove User Holds Detailed Flipchart    
9.5 Display Title Holds Detailed Flipchart    
9.6 Display Item Holds Detailed Flipchart    
9.7   Reorder Hold Queue Detailed      
9.8 Modify Item Holds Detailed Flipchart    
9.9 Remove Item Hold Detailed Flipchart    
9.10 Place Blanket Holds Detailed    
9.11   Trap Holds     Detailed            
10 Item Maintenance Back to top^
10.0 Item Maintenance:
Table of Contents
Detailed Flipchart    
10.1 Item Maintenance Introduction Detailed Flipchart    
10.2 Add Item Detailed
Flipchart    
10.3 Edit Item Detailed
Flipchart    
10.4 Change Item ID Detailed
Flipchart    
10.5 Mark Item Missing Detailed Flipchart    
10.6 Mark Item Lost Detailed
Flipchart  Tip Sheet
QUICK Mark Item Lost
Tutorial  
     
11   Basic Cataloging   Back to top^    
    Adding/ Editing Items   Back to top^    
11.0 Basic Cataloging:
Table of Contents
Detailed
Flipchart
 
11.1 Call Number and Item Maintenance Detailed
Flipchart
Tip Sheet #1
Assigning Call Numbers  
Tip Sheet #2
How do we Dewey?
Tutorial

Assigning Call Numbers ppt.
11.2 Global Item Modification Detailed
Flipchart Tip Sheet #1
Discard items
Tip Sheet #2

Correct Library
Call Number
 
11.3 Transfer Title/Call No/Items Detailed Flipchart   Tutorial
11.4 Remove Item Detailed
7/13
Flipchart    
    Adding Bib Records   Back to top^    
11.6 INFOhio Cataloging Method Detailed
    10 Commandments of Cataloging ppt.
11.7   Vendor Files     Tip Sheet
INFOhio Vendor 
Spec Sheet
 
11.8 SmartPORT    Back to top^   SmartPort ppt. 
a SmartPORT Properties Detailed
Flipchart
   
b SmartPORT: Obtaining Records Detailed
Flipchart
Tip Sheet #1
Evaluate records
Tip Sheet #2  
Match records
 
c SmartPORT:  Complete the Cataloging Process Detailed 

Flipchart

      
    Temporary Records   Back to top^    
11.9 Add Brief Title Detailed
Flipchart
      
12   Advanced Cataloging   Back to top^    
12.0 Advanced Cataloging:
Table of Contents
Detailed
Flipchart
   
    Cataloging with Templates
Back to top^    
12.1   Cataloging with Templates overview Detailed
     
12.2 Local Record Templates
locally produced materials
       
a Local Book Detailed      
b Local Curriculum Guides Detailed      
c Local DVDs Detailed      
d Local Literary Magazine Detailed      
e Local Newsletters Detailed      
f Local Newspapers Detailed      
g Local Videos Detailed      
h Local Yearbook Detailed      
12.3 Equipment Record Templates
audiovisual / computer
Detailed   Tip Sheet #1
Worksheet     
Tip Sheet #2
Uniform TItle list
 
12.3a   eReader Detailed        Tip Sheet eReader Template
 
 
12.4 Original Record Template 
commercially produced materials

 

Tip Sheet

Worksheet

LC codes list

 
a   Book Detailed           
b   DVD / Video Detailed           
c   eBook Detailed           
    Modifying / Enhancing Bib Records   Back to top^    
12.5 Duplicate Title Detailed
Flipchart Tip Sheet
Derived cataloging
 
12.6 Modify Title Detailed
7/13
Flipchart
7/13
Tip Sheet #1
Enhancing MARC records

Tip Sheet #2
  13-dgt ISBN
 
a   Adding 490 Tag - Series (coming soon)      
b   Adding 521 Tag - Lexiles     Detailed            
c   Adding 526 Tag - Reading Program  Detailed      
d   Adding 6xx Tags - Subject Headings Detailed
      Assigning Subject headings PPT 
e   Adding 856 Tag - URL link to Podcasts       Detailed            
12.7   Cataloging eBooks from existing bib records Detailed
     
    Cataloging  Resources   Back to top^    
12.8 MARC Export Detailed      
12.9 Sirsi Cataloging Configuration Detailed      
12.10 Cataloging Helpers Detailed Flipchart    
12.11 Setting Cataloging Properties Detailed      
12.12 Class Scheme Detailed      
12.13 Searching Strategies (tags searched) Detailed       
12.14 Cataloging MARC Tags   
BOOK Example
Detailed      
13 Authority Records Back to top^
13.1 Display Authority Wizard Detailed     
13.2 Validate Headings Helper Detailed     
14   Inventory    Back to top^    
14.0 Inventory: Table of Contents  Detailed      
14.01a Inventory Overview Detailed  Tip Sheet #1
 Inventory at a Glance

Tip Sheet #2
Understanding Inventory Reports
Tutorial
14.01b Inventory Worksheet Detailed
   
14.02a Preinv 1) - Missing Copies List Report Detailed     PreInventory ppt
14.02b Preinv 2) - List Transits Report Detailed      
14.1 Step 1 - Set Inventory Date Report Detailed     InventoryProcess ppt
14.2 Step 2 - Scan Barcodes

Step 2a - Load Scanned Barcodes
Detailed
  Tip Sheet #1 Percon
Tip Sheet #2
Troubleshooting Symbol Scanner
Enter Key
 for Symbol Scanne
r
 
14.3 Step 3a - Items Not in Inventory Report

Step 3b - Using Inventory Item Wizard
Detailed
7/13
     
14.4 Step 4 - Checkout to MISSING Report 

Step 4b - Finalize
Detailed     Finalize Inventory ppt   
14.5 Step 5 - New MISSING Copies List Report Detailed      
14.6 Step 6 - DISCARD/DELETE Items  (Contact DASite) Detailed
     
15  

Reports

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15.0 Reports: Table of Contents Detailed Flipchart    
15.1 Reports Introduction Detailed      
15.1.1 Reports Session Detailed
Flipchart   Tutorial
PC ppt.
MAC ppt.
15.2 Schedule New Reports Detailed Flipchart Buried Treasures Tip Sheet Tutorial
15.3 Report Components Chart Detailed   Tip Sheet
Use Date Gadget
Tutorial
15.4 Sample Report Setup Detailed      
15.5 Scheduled Reports Detailed Flipchart  Tip Sheet
Email Formatted Reports  
Tutorial
15.6 Finished Reports Detailed
Flipchart Tip Sheet
Word 2007 Setup
Tip Sheet
Viewing Reports in Excel
 
15.7 Using Report Templates Detailed     Tutorial
15.8   INFOhio Reports Detailed  Back to top^ Tip Sheet
Report Formatting
 
15.8.1

INFOhio Reports:                        Table of Contents

 Detailed      
15.8.2

Statistics Reports

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a     CAS:  Age of Collection Detailed   Tip Sheet #1
Age of Collection graph
Tip Sheet #2
Import tips
Tip Sheet #3
Spreadsheet      
 
b       CAS: Value of Collection Detailed   Tip Sheet #1
  Value of Collection Chart
Tip Sheet #2
Spreadsheet
 
15.8.3

Cataloging Reports

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a     CAT: Shelflist Detailed   Tip Sheet 
TextBook Report Setup
Tutorial
b   CAT: Reports for Consolidation Detailed
 
     
15.8.4

Circulation Reports

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a     CIR: Active Loans Detailed      
b     CIR: Circulation Statistics Not ready  See Section 15.8.7d      
c     CIR: Overdues and Notices Detailed   Tip Sheet
Incremental Overdue Notices

         Tutorial

d     CIR: Receipts  Detailed      
15.8.5

Patron Reports

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a     PAT: List Users Detailed      
15.8.6

 Label Reports

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a     LBL : Dumb Labels Detailed    INFOhio code 39 Barcode font download  
b     LBL : Item Labels Detailed   Tip Sheet
Label Stock
 
c     LBL : User Labels Detailed    

Tutorial

15.8.7 Custom Reports          
 (Includes Local ITC created)
       
a    OH Incremental Overdue Notices   Detailed      
b    OH Item Count (LIBRARY) Detailed      
c    OH List of Overdues / Fines Detailed      
d    Monthly Circ Count Detailed         
e    OH Overdue Desk List   Detailed      
15.10   Our FAVORITE Reports [HERE] Back to top^    
16   Offline (Standalone) Workflows   Back to top^    
16.0 Offline Workflows:
Table of Contents
Detailed      
16.01 Offline Workflows Overview Detailed     Tutorial
16.1 Offline Workflows Getting Started Detailed Flipchart Offline Tip Sheet
16.2 Offline Session Settings Detailed
   
16.3 Offline Register New User Detailed      
16.4 Offline Check Out Detailed      
16.5 Offline Check In Detailed      
16.6 Offline Renew Item Detailed      
16.7 Offline Complete Transactions Detailed      
16.7a Offline Complete ITC Staff Detailed      
17   Attendance   Back to top^    
  NO LONGER SUPPORTED by INFOhio 8/13        
18   Staff Web Client   Back to top^    
18.0 Staff Web: Table of Contents Detailed      
18.1 Logging In Detailed
     
18.2 Circulation Detailed
      Tutorial      
18.3 Reports Detailed
     
18.4 Cataloging Detailed
     
18.5 Inventory Detailed
     
19 Reserves   Back to top^
20 Misc. Tip Sheets   Back to top^
20.1 Create Barcodes to Mark Long Overdue Items Lost Detailed      
20.2   Back to School Checklist Detailed
8/13
     

 


Last Updated  7/2013

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