LIBRARY RELATIONS MANAGER SirsiDynix Symphony : recent release highlights & forthcoming developments NEIL DALLEY | LIBRARY RELATIONS MANAGER

Agenda Where are we now: Looking to the future: 3.4.1 SP3 – April 2013 3.4.1 SP4 – January 2014 3.4.1 SP5 – June 2014 Looking to the future: SirsiDynix Symphony 3.5 tentatively planned for end of Q4 beginning Q1

Tabbed Windows in WorkFlows Symphony 3.4.1 Tabbed Windows in WorkFlows Several wizards open at once

SMS messaging Separate module Symphony 3.4.1 SMS messaging Separate module No cost for functionality but you need to purchase text bundles from us Overdues, hold pickups, announcements Integrates with WorkFlows reports for email or print Customised messages Batch loading of mobile phone numbers added with SP3.

Symphony 3.4.1 SMS messaging SMS messages can also be sent manually using the “Send SMS Message” wizard.

Item Search & Display – print all results Symphony 3.4.1 SP1 Item Search & Display – print all results

Delete items with fines Symphony 3.4.1 SP3 Delete items with fines Delete item with bills Information retained in bill

Symphony 3.4.1 SP3 Email subject line

Controlled vocab for RDA tags Symphony 3.4.1 SP3 Controlled vocab for RDA tags Controlled vocabularies for 33X fields

Symphony 3.4.1 SP3 New Item Categories New options to provide statistical information about your stock.

Publication Dates in SP3 Symphony 3.4.1 SP3 Publication Dates in SP3 For MARC21 records created or loaded in SirsiDynix Symphony, the Publication Year value is now determined by dates in the following fields in this order:   Fixed field 008, Date1 (positions 07-10) 264|c (when the second indicator is set to 1)  260|c 

Symphony 3.4.1 SP3 Reset PIN feature

Symphony 3.4.1 SP4 Bill notes User Categories 6,7,8,9,10,11 Email receipt when Issuing items Improved Cash Management Sales point functionality Windows 8 support for WorkFlows

Symphony 3.4.1 SP4 Bill note Add a note when creating a bill.

Symphony 3.4.1 SP4 Bill note Displays in note column.

New User Categories Describe your users in even more colourful ways. Symphony 3.4.1 SP4 New User Categories Describe your users in even more colourful ways.

Symphony 3.4.1 SP4 Checkout Receipts

Symphony 3.4.1 SP4 Checkout Receipts

Cash Management Wizard Symphony 3.4.1 SP4 Cash Management Wizard Two new wizards in Circulation.

Cash Management Wizard Symphony 3.4.1 SP4 Cash Management Wizard Create records with generic barcodes for items you may wish to sell associated with a defined price

Add an Ad Hoc Sale Item Helper Symphony 3.4.1 SP4 Add an Ad Hoc Sale Item Helper Easily add sale items without requiring a brief record

Easily add refunds for items Symphony 3.4.1 SP4 Refund Easily add refunds for items

Void transaction mistakes Symphony 3.4.1 SP4 Void Transactions Void transaction mistakes

Cash Management General Summary Symphony 3.4.1 SP4

Symphony 3.4.1 SP4 Date Modified

Symphony 3.4.1 SP4 Restore deleted users The Remove Users report creates a .dmp file of removed users. This file can be loaded back into Symphony with the Load Users report.

Symphony 3.4.1 Service Pack 5 Over 40+ fault fixes Bibliotheca RFID pad support – no longer need additional software New RFID Pad Configuration option that replaces the Enable 3M Enhanced Pad option

Title Control Number Duplicates now prevented in WorkFlows Symphony 3.4.1 SP5 Title Control Number Duplicates now prevented in WorkFlows

Checkout Receipt Improvements Symphony 3.4.1 SP5 Checkout Receipt Improvements If a user doesn’t have an email address you can configure Properties to: • Return an error message • Prompt the user for an email address • Prompt the user to open a Modify User helper

BLUEcloud Staff ID Linking Symphony 3.4.1 SP5 BLUEcloud Staff ID Linking

Symphony 3.5 Enhancements Storing User PINs encrypted System Administrator Messaging / Message of the Day Pre-set messages Ad hoc messages Pop-up window Expanded Language Help Files User Group Editor (SP1)

SMS Improvements Reporting options Symphony 3.5 SMS Improvements Reporting options number of registered users with SMS notification preferences (include User Profile selection) number of messages sent number of messages delivered number of messages failed SMS Short Codes to replace long telephone number

Symphony 3.5 User Signature

Symphony 3.5

Symphony 3.5 v

WorkFlows Java 7 support Maintain column widths Maintain window sizes Symphony 3.5 WorkFlows Java 7 support Maintain column widths Maintain window sizes Left toolbar font size change

Symphony 3.5 Platform support Additional hardware platform support: Windows 2012 Solaris 11 Red Hat Linux 6 Additional database support: Oracle 12 MSSQL 2012

Windows 2003 Microsoft withdraw support for Windows 2003 in July 2015. If you are on Windows 2003 please speak to your LRM or Sales rep about options for moving.

Why Upgrade? Why do I need to make sure we are upgraded to one of these versions? Take advantage of new features and latest bug fixes. Customer Support know current releases best. Support Policy – current and previous major release It’s easy!

Getting upgraded Just open a Case with Customer Support! We will do the upgrade – you will just to be involved in updating WorkFlows on PCs