Wednesday, September 20, 2017

Issue #6 - Series Info on Records, Enterprise Search Help and Advanced Search, New Enterprise Wiki Page, and A New WorkFlows Hot TIp

Issue #6 

Hello All LS! 

Here are this week's SirsiDynix updates!

Enterprise: Series Info on Enterprise Records, Search Help Page, Advanced Search, and a New Wiki Page 


Series Information on Enterprise Records
We created a new MARC map that ties into the series information on a record and implemented it on all Enterprise records where this info exists. The series name is also hyperlinked and will take you to other editions within the same series. Examples include: Current Controversies, Opposing Viewpoints, Historic Documents, and more.


Search Help Page!
To help our users search Enterprise more efficiently, we created a help page that explains how to use Boolean operators, quote search, and advanced search. More to come to this page soon! 


Advanced Search -- How to Search Examples 
The Advanced Search Screen on Enterprise now details how to search using Boolean operators that tie directly back to our IL materials, which feature different types of coffee as examples. 


New Enterprise Wiki Page!
We created the wiki page What Gets Updated in Enterprise Following Each Harvest to explain what type of information is brought into Enterprise and how often. For example, new records in Workflows are harvested every half-hour at :10 and :40.


Hot Tip: Using the WorkFlows Glossary Pop-up

Did you know that you can access all of the information that is available on the Summary tab of the Display User wizard without having to navigate to the Display User wizard? How, you ask? By Using the WorkFlows Glossary Pop-up! 

The Glossary allows you to view all of the information that is on the Summary tab while in any of the wizards that display the user's name and you can easily copy important information such as User ID numbers and ALT IDs to paste into notes or to use for further searching. Simply click on a user's name and the Glossary will appear! 

Bonus tip! You can move the pop-up around the screen to allow you to view both the information on the screen and the information in the Glossary pop-up.   


Thursday, September 14, 2017

Issue # 5 - Enterprise Search Techniques and A New WorkFlows Hot Tip

Issue #5 

Hi All!

This week's SirsiDynix Gazette will focus on Enterprise search techniques and updates and highlight another WorkFlows "hot tip" for our circ staff.

Enterprise: Automatic AND, How to Use Boolean NOT, and Mismatched Record Icons 


Reminder!
There is no need to type the Boolean operator AND between multiple keywords in Enterprise. Like Google, Enterprise automatically treats multiple keyword searches as AND searches.

Did you know?
A minus sign (-) is the equivalent of NOT when doing a basic keyword search of Enterprise? Type a minus sign in front of words you do not want included in a search (ex. hurricane -harvey). The Advanced Search screen also has this ability as well!

Known Issue - mismatched record icons
One of our ongoing issues are content icons showing up on Enterprise records that do not match the content of the record. For example, a print book will have an e-book icon. These issues are related to particular MARC tags on each record, and we're working on a project to fix all of them. Until then, please send in examples of incorrect content icons and we'll fix them on a case by case basis.  


Hot Tip: Turn-Off "Warning: Response Truncated" Pop-up 

Annoyed by repeatedly seeing the "Warning: Response Truncated" pop-up message? Well, we've got the fix! 

Follow this handy guide on how to turn off the response truncated pop-up and be annoyed no more!  

Wednesday, September 6, 2017

Issue #4 - Patron Uploads and BCA Upgrade

Issue #4

Hello All LS! 

Here are this week's SirsiDynix updates:


Patron Uploads Resumed! 

Patron uploads from Datatel have resumed! All new students should have records in WorkFlows and staff should not have to manually create patron records. In the off chance that staff does have to manually create a record, then please have them refer to the QR card Manually Creating Patron Records found on the WorkFlows Circ Central wiki page under Circulation Quick Reference Cards.   

BlueCloud Analytics Upgrade was Successful
After having some time to test it out, training will be planned and scheduled. Look for more info soon!


Hot Tip: Bypass Scrolling Through the Index Field Drop-down Menu

Searching for a patron or an item in WorkFlows? Tired of scrolling through the Index drop-down menu to find the right search parameter? Well, scroll no more! If you click on the Index field and type in the first letter of the search parameter that you are looking for, you will be taken directly to it on the list.

For example, if I were searching for a patron using their ALT ID, then I would type A into the Index field and ALT ID would automatically generate in that search field. It works with item searches too! If I were looking for an item by author, then I could apply the same method in Item Search and Display to generate Author in the Index field. Happy searching!