We have created videos in order to prepare staff for using Symphony. Below are the links to the videos by content area.
Basics / Patron Records
- Symphony Basics (length: 1 minute: 27 seconds)- This video provides the very basic navigational instructions and terms that you need to know.
- Modify User Wizard (length: 2 minutes:29 seconds)- This video shows you how to access a patron's account to be modified using the Modify User wizard, including an explanation of the tabs.
Offline Circulation
- Offline Circulation (length: 6 minutes: 29 seconds) - This video explains how to use offline circulation including starting an offline circ session, checkin, checking out ILLs, renewing item in hand, and registering a user.
NOTE: the video provides steps in the Training Server, so that you can follow along and see how it works. However, when we actually use Offline Circulation, we will use the live Symphony (the white diamond) and follow the same steps.
Checkin / Checkout
- Add Brief Title (length: 1 minute) - This video explains how to use the Add Brief Title wizard to add an item to the catalog when you get the pop up: Item not found in catalog.
- Item on the Hold Shelf vs. Item on Hold (length: 3 minutes: 53 seconds) - This video explains how to tell if an item was on the hold shelf or if the item just has a hold, when checking out a patron.
- Snags (length: 2 minutes: 42 seconds) - This video shows how to create a snag charge and message on a patron's account after checking in the item.
Item Search and Status
- Item Search - Basic (length: 14 minutes) - This video explains how items are stored in the catalog, and how to use the search tools in Symhpony to search the catalog for titles, authors, subjects and how to perform a general search.
- Item Search - Advanced (length: 50 minutes) - For a longer, more advanced look at searching, this 50-minute video by our friends at Serving Every Ohioan (SEO) library is a great tool and reference.
- Changing Item Status - coming soon
Holds
- Reorder Hold Queue (length: 1 minute: 26 seconds) - This video explains how to reorder the hold queue for the patron.
- Replacing Canceled Holds (length: 2 minutes: 15 seconds) - This video explains how to replace a canceled hold for a patron.
- Items In Transit (length: 3 minutes: 20 seconds) - This video explains how to find out if a hold is in transit.
- Suspending Holds (length: 1 minute: 19 seconds) - This video explains how to suspend a hold.
- Common Patron Hold Questions - coming soon
Fines and Claims Returned
- Claims Returned (length: 1 minute: 45 seconds) - This video explains how to mark an item claims returned.
- Payment History (length: 1 minute: 2 seconds) - This video explains how to find the payment history in a patron's account.
Volunteers
- Paging List (length: 4 minutes: 57 seconds) - This video explains how to check in the paging list.
- Checking In Holds (length: 3 minutes: 06 seconds) - This video explains how to check in holds from the yellow crates.