new millennium enhancements

New Millennium Enhancements

SEE HANDOUT

Release 2002

• Improved record editor • Easier to navigate to NEXT and PREVIOUS records (Ctrl [ and Ctrl ]) • More templates (1,000 per record type)• Control over modes and tabs by login• Option for multiple windows• Public display of records• Copy records (including checkin cards!)• Create Lists in all Millennium modules

General Features

Millennium Serials – Release 2002

Checkin• Define a Checkin Message• Update summary holdings during serials checkin• Copy a checkin card

Claiming• Claim-all option

Send Claims• Sort feature for sending claims

Binding• Circulation statistics combined in bindery checkin

PREVIEW THESETODAY

Enhanced Millennium Editor

MIL EDITOR TUTORIAL• http://csdirect.iii.com/tutorials/

What is the Millennium Editor?

Editor used by all Millennium modules: MilCat (Quick Edit mode)

MilSer (Serials Checkin mode)

MilAcq (Orders mode)MilCirc (Search/Holds mode, Circulation Desk Edit mode)

Theme of all Millennium modules: Use the SEARCH box in the middle of the Millennium window to search and retrieve a BIB with all

of its attached records.

SERIALS CHECKIN MODE

What is the Millennium Editor?

It’s the Millennium version of the Full

Screen Editor in the character-based system

More intuitive interface

Enhanced Record Editing for ALL types of records (bib, item, checkin, patron, etc.)

Fixed- and variable-length fieldsPatron addressesConvert b/w MARC and non-MARC fields

007 & 008 fields in Checkin records

Optional WIZARDS for creating NEW records

Millennium Editor Features

The enhanced editor in Millennium Serials

More flexibility editing BIB and any ATTACHED RECORDS. Many new features

located under the MAIN MENU.

To navigate & edit in record, use: tab,

arrow keys, or click on the field.

Fixed Fields reside on top (field labels are improved).

Double-clicking on the fixed field’s value area brings up a selection

(dialog) box

If you key an invalid entry, the system will display a list of values

Keying the first character (i.e.,‘e’) jumps you to that part

of the list.

Easier field editing…

Just click in the field or press <Enter> and

start typing...

VARIABLE-LENGTH FIELDS

An INSERT button now on the toolbar allows you to insert a variable-length

field. (also under EDIT menu).

NEW RECORD USING WIZARD

Default values are listed automatically

Sequential dialog boxes for each template

prompt

Other Editor Features

Refresh record (View menu) Errors shown in color007 & 008 fields in Checkin recordsOption to display multiple windowsControl of modes/tabs by user login

Refresh (under View)

Save as you go

Undo & Redo (under Edit)

User-defined error color

Availability of single or multiple windows

Cascade all or cascade only windows (not minimized)

Multi-window mode

Window One for Business Week

Window Two for JAMA

A side-by-side view

Limiting Modes and Tabs

Bindery options are disabled for this login

Under the Admin menu. (changes made by Bill)

Tabs can be disabled too.

Admin>Settings>New Records You set which template to use (by record type). The template manager is used to set each login’s preferred templates

(Bill).

1,000 templates per record type.

Select “Public Display” under the View menu

Above: Checkin Record

Public Display shows what the patron would see in TOPCAT.

Millennium Serials – Release 2002

Checkin• Define a Checkin Message• Update summary holdings during checkin• Copy an existing checkin card

The Checkin Message from

“Serials Checkin” Mode.

Potentially useful for special handling instructions or detailed instructions for

specific issues.

Updating Summary Holdings during checkin

You choose the method

Now checkin a new issue

The new issue will be added to the summary holdings

NEW SCREEN! For missing issue

When checking in the Late issue..

The gap is collapsed and the new issue is added to

the end of the range!

Show slide with “copy” option selected

“Serials Checkin” Mode. Select Copy Record under the EDIT menu while in the appropriate

checkin record.

COPY AN EXISTING CHECKIN RECORD

Show slide with new card. Done!

A NEW CARD tab and new checkin card should be created.

Millennium Serials – Release 2002

Claiming• Claim-all option

Send Claims• Sort for sending claims

Binding• Circulation statistics combined in bindery checkin

Click “Claim All”

Select a range of records or use a

review file.

CLAIMING

Progress box indicates that claims are being gathered

Done. Now ALL claims are in the Send

queue.

In “Send Claims” Mode

The sort option has been added. Buttons

allow you to print and/or limit by vendor

or location.

Click “Sort All” and select the fields

Millennium Serials – Release 2002

FYI on General Features:• Delete a record• Transfer attached records• Modify groups of records

When deleting a bib.

Delete bib & attached

When deleting the last attached record, doesn’t prompt to delete the BIB.

Transfer attached records

Afterwards, you will be given a search box to find the needed BIB, then you transfer the record initially selected.

Modify groups of attached

records (Edit)

Select records to modify…

Individually...

…or find & replace

Then I’m unsure of options you receive…

Sorting attached records

Click on any column header

to sort

Create Lists in Millennium

•Training in the works…• View separate PowerPoint online

Create ListsIn all Millennium modulesAble to add record to existing review filePrint monographic labels from list of items

Planned for next release: Export in user-delimited file format Limit review files to user’s scope

(optional)

PRO’s of Millennium Lists

Edit records directly from lists“Show Info” button Able to see info about list for those

created in Millennium Can see/learn other’s search

strategies

Lists themselves run FASTERSaving a list is easier Text-based must be done BEFORE

you start searching (%)

PRO’s of Millennium Lists

Easy to search for records by INDEX field (i.e., subject heading, barcode, etc.)

Displays all field and boolean operator choicesContinue working in Millennium

Can STOP or SUSPEND a list To evaluate what’s going on To retrieve a sample of records

CON’s of Millennium Lists

Text-based users may find this method SLOWER

Sorting by multiple criteria may not be error-proof

System just STOPS when a list gets full No warning message, but same as text-based

“LIST Records” is name for “printing”

Can’t see record numbers to gauge when list will be done

Your needs and suggestions are welcome!

Jenny Schmidtjschmidt@switchinc.org

414-351-2423