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Using Portfolio Help provides an overview of the help functionality and how to find specific topics within the help system. |
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Getting started with SirsiDynix Portfolio provides an overview of SirsiDynix Portfolio functionality and explains how to begin setting up SirsiDynix Portfolio . |
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Setting up SirsiDynix Portfolio explains the new SirsiDynix Portfolio library user features in version 4.3 and contains links for information about how to set these features up in the Admin console. |
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Accessing the Admin console explains how to access, login, and logout of the Admin console. |
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Managing general configuration explains how to set up features that are used or referenced throughout the program. These include managing the web services, payment accounts, and book lists. |
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Managing SirsiDynix Portfolio security explains how to create, edit, and delete administrative roles and accounts, as well as how to set up SIP or LDAP authentication servers for patron authentication. |
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Managing search profiles provides instruction on how to add, edit, copy, or delete a search profile. It also explains how to customize a search profile by configuring languages, changing custom display elements, configuring the facet display, choosing search result or detail displays, selecting or enabling search targets, and specifying search limits. |
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Managing displays explains how to set up search result and detail displays, and configure the search fields for an individual display. |
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Managing themes provides instruction on how to create, edit, and delete a theme, as well as how to change the default theme. |
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Managing search suggestions explains how to blacklist words to keep them from appearing as search suggestions, and how to update email recipients when new suggestions are added or new words are added to the blacklist. |
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Managing rooms explains how to manage the room tree by adding, hiding, removing, and reordering rooms; create, copy, and edit rooms; create and edit rooms content; and assign availability to a specific room. It also explains how to assign search limits and search targets to a specific room. |
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Managing digital assets explains how to manage a repository of electronic files for access to library users. It explains how to create a hierarchy of folders; add, edit, and delete electronic asset records, import assets and metadata from different sources; export assets and metadata; and create a server the provides asset metadata that can be harvested by other libraries among other capabilities. Electronic assets can be searched and included in results along with other items. If you have the Accountability Module for Symphony, you can also secure asset access through different layers and categories of security. |
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Managing search limits explains how to create, edit, and delete enforced and optional (patron-selectable) search limits. It explains how to use operands and expressions to create custom search limits, and how to make specific search limits available to profiles. |
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Managing library favorites explains how to set up and configure library favorites URLs so they will be included in patron search results. |
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Managing search configuration explains how to set up the Discovery search sources and sites that establish connections to your ILS and other data sources. It also provides instructions on how to set up search targets to make data from a Discovery search source searchable to patrons, and how to configure search fields and their associated display codes. |
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Managing federated configuration explains how to set up and test connections to federated search sources or third-party providers. It also explains how to configure Z39.50 sets for any Z39.50 search sources that you set up. |
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Managing scheduled tasks provides instructions on how to schedule, trigger, stop, and view history for both search source and system tasks. |
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Viewing Discovery version information describes the SirsiDynix Portfolio version numbering system. |