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2019 ILS Training: Tips 'n Tricks

Useful Tips

  WorkFlows efficiencies, wizards, glossary, gadgets and helpers
   Getting started
                                 Local Toolbar Management
                                 Desktop setup
                                 Shadow catalog: records which can only be searched and viewed by library staff.
                                ► A user may be a status assigned to an item -- DISCARD, MISSING, LOST, STORAGE, etc.
                                 Delinquent/Tardy [Has overdue items, etc.]
  Run a keyword search with the following string to retrieve all records in the catalog sorted in LILO order -- #0
   Configure options for the item search helper
    Operators & Truncation
    Search limits/Index (MARC tags) searching

                                CKEY: Catalog key. [e.g. 950915{ckey}]
                                 PBYR: Publication year. [e.g. 2018{pbyr}]
                                 LANG: Language. [e.g. spa{lang}]
                                 PER: Periodical title. [e.g. economist{per}]
                                 AU: Author -- 100, 110, 111, 700, 710, 711. [eg Hesse, Hermann{au}]
                                 SER: Series -- 400, 410, 411, 440, 490, 800, 810, 811, 830, 840 [eg Great Courses {SER} ]
                                 SU: Subject -- 600, 610, 611, 630, 650, 651, 690, 691 [eg dogs {SU} ]  
                                 TI: Title -- 130, 245, 440, 730, 740 [eg Pendleton {ti} ]
    DISCARDS & MISSING ACCOUNTS

0630DISCARD : ALBANY
0190DISCARD : BARSTOW
0260DISCARD : BEAUFORT
5075DISCARD : BUTLER
DISCARD : CHERRY_PNT
CHESHARE : CHERRY_PNT
CHEDISCARD2 : CHERRY_PNT
0220DISCARD : CHERRY_PNT
1100DISCARD : CAMP_SMITH
SMIDISCARD : CAMP_SMITH
1450DISCARD : IWAKUNI
0131DISCARD : JOHNSON
0910DISCARD : KANEOHE
0130DISCARD : LEJEUNE
0830DISCARD : MIRAMAR
0240DISCARD : NEW_RIVER
0160DISCARD : PARRIS_ISL
0140DISCARD : PENDLETON
0170DISCARD : SAN_DIEGO
0150DISCARD : 29_PALMS
30270DISCARD : YUMA

0630MISSING : ALBANY
0190MISSING : BARSTOW
0260MISSING : BEAUFORT
FUJI MISSING : BUTLER
5075MISSING : BUTLER
688137 : BUTLER
1100MISSING : CAMP_SMITH
CHEMISSING : CHERRY_PNT
2145MISSING : IWAKUNI
0131MISSING : JOHNSON
0910MISSING : KANEOHE
LEJMISSING : LEJEUNE
MISSING : MIRAMAR
790401 : MIRAMAR
0830MISSING : MIRAMAR
0240MISSING : NEW_RIVER
0160MISSING : PARRIS_ISL
0140MISSING : PENDLETON
0150MISSING : 29_PALMS
0170MISSING : SAN_DIEGO
3027MISSING : YUMA
    Properties folder (SOLOMON account)
    To enable the option to add and edit notices in WorkFlows, add the following directives to the property file stored under: c:\Users\[user_name\Sirsi\WorkFlows\Property:

PROP_REPORT_DISP_NOTICE_HELPER|Y|Wizards.workflows.Reportwfs.DisplayScheduledReports| PROP_REPORT_DISP_NOTICE_HELPER|Y|Wizards.workflows.Reportwfs.ScheduleNewReports|
    Use ALT ID for alternative library card ID (prefix or no prefix)
    Dumping any kind of tabular data in WorkFlows into Excel 
    Saving Excel files with .csv extensions
     No punctuation in the patron's record title field. Symphony supplies punctuation when printing reports.
     FAQs
    Available hold block override