INFOhio Services

SIRSI Tip Sheets

These documents are designed to supplement the INFOhio Sirsi Handbook.
All instructions are Microsoft Word documents.
If you have difficulty with the Word documents, contact the Library Services Staff.

NEOnet SIRSI Training - A schedule for SIRSI WorkFlows Training has been posted. Find out more!

Note on NEOnet Created Online Video Tutorials:

Installing WorkFlows:
C Client
Java Version
Video
  • To downloand and install WorkFlows. Instructions and the necessary software are available on the INFOhio website.

    NOTE: You will need the INFOhio username and password to access this site. Contact NEOnet Library Services staff if you do not know the username and password.
C Client instructions available on the INFOhio website SIRSI K-12 Handbook for Librarians Java Client instructions available on the INFOhio website Sirsi K-12 Library Automation Software Java JavaInstall - 7 1/2 minutes in length
  • Setting Desktop preferences
User manual section 3.4 - Set Properties
C Client instructions
User manual section 3.4 - Set Properties
Java Client instructions
Setting Desktop preferences in JavaWorkFlows- 3 1/2 minutes in length
  • Setting SmartPort settings
User manual section 12.1 - SmartPort: Configuration
C Client instructions
User manual section 12.6a - SmartPort: Properties
Java Client instructions
Setting SmartPort settings in JavaWorkFlows - 3 minutes in length
  • Setting Report and Notices settings
User manual section 15.1.1 Save Printer Pathway Property
C Client instructions
User manual section 15.1.1 Reports Session
Java Client instructions
Setting Report and Notices settings in JavaWorkFlows - 4 minutes in length
Cataloging:
C Client
Java Version
Video
  • Do you have a large number of books to weed? Use the 'Global Edit' feature to change the location of items by scanning them into WorkFlows. When done, create a report for your records, then contact NEONET to have the entire list of items deleted.
C Client instructions Java Client instructions.
Using Global Item Modify and creating a report with the results in Java WorkFlows - 6 minutes in length
  • Cleaning up XX Call numbers created during SmartPort
C Client instructions Java Client instructions
  • SmartPort - completing the process tip sheets from INFOhio
C Client instructions Java Client instructions

Reports:

C Client
Java Version
Video
  • Learn how to create a report based on the text located in an item note field
C Client instructions.
  • NEW WorkFlows Reports for making labels. There are three new reports available, they are located on the INFOhio Tab. The reports are:

    • LBL: Dumb Labels - use for creating new dumb item barcodes and dumb patron barcodes

    C Client instructions available on the INFOhio website SIRSI K-12 Handbook for Librarians Java Client instructions available on the INFOhio website Sirsi K-12 Library Automation Software Java
    • LBL: Item Labels - use for creating smart barcodes and item spine labels
    C Client instructions available on the INFOhio website SIRSI K-12 Handbook for Librarians Java Client instructions available on the INFOhio website Sirsi K-12 Library Automation Software Java
    • LBL: User Labels - use for creating barcodes for users already in the system
    C Client instructions available on the INFOhio website SIRSI K-12 Handbook for Librarians Java Client instructions available on the INFOhio website Sirsi K-12 Library Automation Software Java Printing Student Barcodes in Java WorkFlows - 4 minutes in length
    • Did you know, that you can create a list of items by subject using the WorkFlows report feature?
    C Client instuctions

     

    Inventory:

    C Client
    Java Version
    Video
    • During inventory, the “Step 5) Missing Copies List” report creates a list of items that have not been inventoried and cannot be located. The next steps in the inventory process will delete all items found in the “Step 5) Missing Copies List.”
    Download instructions on how to take an item out of the 'Missing' list. Download instructions on how to take an item out of the 'Missing' list.
    • Adapter for connecting a Percon2000 handheld inventory unit to a USB port. Download
    • Percon /PSC Handheld Unit - visit the manufacturers website and download software or manual
      Select the PRODUCTS button, then select FALCON. On the left, under "Data Collection Devices," click pn PT2000
    • Instructions and software download for PERCON handheld inventory unit
    Barcodes:
    C Client
    Java Version
    Video
    • INFOhio Vendor MARC Record Specifications - INFOhas a specific manner in which MARC records need to be prepared for uploading into SIRSI WorkFlows.
      • Download worksheet to send to vendor as
      • Download a sample worksheet that I have filled out with explanations, file is in PDF file format

    • Printing Student Barcodes
      Report from INFOhio has made it easier to print student barcodes.
      One option is the ability to print all barcodes for all the students in your building at one time with each homeroom starting on a new page.
      Here are some instructions for printing student barcodes with one homeroom per page:
    C Client instructions Java Client Instructions Video: Printing Student Barcodes in Java WorkFlows - 4 minutes in length




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    Last Modified: 7/24/2007