Millennium Silver Millennium Silver SettingsSettings

jenny schmidtSWITCH Library Consortium

November 2, 2004

ADMIN | SETTINGSVersion: Millennium Silver – Module: All modules

Millennium Silver 2004Millennium Silver 2004Admin | SettingsAdmin | Settings

TemplatesTemplates Previously in the telnet system onlyPreviously in the telnet system only All existing templates have migrated to MillenniumAll existing templates have migrated to Millennium Able to VIEW, EDIT and/or CREATE Templates by Record TypeAble to VIEW, EDIT and/or CREATE Templates by Record Type Tab previously called “PREFERRED TEMPLATES”Tab previously called “PREFERRED TEMPLATES”

MacrosMacros Previously in LOGIN MANAGERPreviously in LOGIN MANAGER Able to set macros for F1-F12 (also CTRL, SHIFT, ALT)Able to set macros for F1-F12 (also CTRL, SHIFT, ALT)

Create Lists Create Lists ““Look Up Call Numbers” option within SettingsLook Up Call Numbers” option within Settings Two new operators: “Starts With” & “Ends With”Two new operators: “Starts With” & “Ends With” ““Dedupe” Records from a review fileDedupe” Records from a review file ““Export Records” into MS ExcelExport Records” into MS Excel

All settings are tied to All settings are tied to one’s LOGINone’s LOGIN

With ability to customize Millennium sessions, need to evaluate GROUP vs. INDIVIDUAL LOGINS

TemplatesTemplates Set Templates by Record Type Set Templates by Record Type

Use in conjunction with New Records Use in conjunction with New Records tabtab

View & Edit Existing TemplatesView & Edit Existing Templates Create a New TemplateCreate a New Template Delete a TemplateDelete a Template

Example: ITEM RECORDS

CSU catalogers working on

materials for the general collection as well as LEASED

books.

Setting templates for your login

Set to “Prompt for template” when you want a list of your preferred templates

each time.

Example: ITEM RECORDS

Different staff person ONLY working on a

special collection.

Set up templates by login

Each time she creates a NEW ITEM RECORD, system goes right into the

Cianciolo record template.

“Save Settings” to alter the current &

subsequent Mil sessions; “OK” to alter settings for the current

session.

Admin | Settings

System administrators can turn the WIZARD

‘on’ or ‘off’ for new record templates.

Admin | Login Manager

The wizard is the series of dialog boxes that display as you fill

in information to create a new record. Tangent. Sorry.

View, Edit View, Edit and Create a New Templateand Create a New Template

View, Edit or Create a New TemplateView, Edit or Create a New Template

FIXED FIELDS: Highlight a field, click Prompt buttonVARIABLE FIELDS: Click the Insert button, select a field, Prompt button

Let’s Try It InLet’s Try It In

Macros Macros #105847 of III manual#105847 of III manual Previously in LOGIN MANAGERPreviously in LOGIN MANAGER Set by loginSet by login Apply only to that Millennium module (MilCat, etc.)Apply only to that Millennium module (MilCat, etc.) ““Function Keys” likely predefined by moduleFunction Keys” likely predefined by module

Millennium MacrosMillennium MacrosPre-Programmed KeystrokesPre-Programmed Keystrokes

A macro is a set of keystrokes or a command A macro is a set of keystrokes or a command that is recorded, saved, and assigned to a that is recorded, saved, and assigned to a function key (or key code). When the key is function key (or key code). When the key is pressed, the recorded instructions are executed. pressed, the recorded instructions are executed.

Many software programs allow for the creation Many software programs allow for the creation of a macro in order to help save you time.of a macro in order to help save you time.

Able to set F1-F12, or function keys in Able to set F1-F12, or function keys in combination with CTRL, SHIFT, ALTcombination with CTRL, SHIFT, ALT

Admin | Settings | MacrosAdmin | Settings | Macros

STEPS TO CREATE A MACRO

• Identify repetitive text or mousing

• Write notes on which keystrokes are used to perform tasks (in sequence)

• Go to Admin | Settings | Macros

• Find an open function key

• Enter text or keystroke sequence

• Right-click for nonalphanumeric keys (i.e., key codes: ALT, ENTER, etc.)

•Save macro and test it!

FUNCTION KEYS (#100743) Brings Up a Mode in a Module

%ALT+g%n

Goes to Binding mode of

Millennium Serials

Can set up a macro if not predefined by login

Nonalphanumerics (key codes) must be in CAPS & enclosed

by % signs. (or right click)

• ALT G – Go menu

• N – to the Binding mode

F3 (%ALT+g%n) performs both actions in MillenniumF3 (%ALT+g%n) performs both actions in Millennium

F3 takes you to the Binding mode

You can also use . . .You can also use . . . ALT+underlined letter (mnemonic)ALT+underlined letter (mnemonic) SHORTCUT KEYS (CTRL+i to insert field) (CTRL+i to insert field) Temp. or Permanent substitution phrasesTemp. or Permanent substitution phrases

When to Use a Macro. . . When to Use a Macro. . .

1. For long text strings or text entered frequently“Donated by the Kirkenbauer Family” in NOTE field

2. To have Millennium perform a common search“sJournal of the American Medical%ENTER%”

3. To employ a heavily-used command that requires mousing View | Public Display to view records in the WebOpac

4. To navigate between views or tabs without Mr. MouseGo from the ITEM record back to the Browse mode

5. To go to a MODE in a module (if not predefined by login) Go to Reserves mode in Mil Circ (%ALT+g%5)

1. Macro for frequently-entered text

2. To Have System Perform a Common Search

sJournal of the American%ENTER%

in Millennium Serials

F11 performs the search

3. For commands that require mousing or have cumbersome shortcuts

View | Public Display%ALT+v%p

TOPCAT

4. To Navigate Between Views(From a record or card back to Browse)(From a record or card back to Browse)

%ALT+g%b

May be ALT F11

4. To Navigate Between TabsCTRL+t to move rightSHIFT+CTRL+t to move left

Use shortcut keys or set function key

to TAB right

For Those NOT on For Those NOT on Millennium SilverMillennium Silver

MACROSMACROS Under ADMIN | LOGIN MANAGERUnder ADMIN | LOGIN MANAGER

TEMPLATESTEMPLATES Creation & editing of templates in telnet systemCreation & editing of templates in telnet system Staff can still set templates to use by record type in Staff can still set templates to use by record type in

MillenniumMillennium

Settings | Create Lists Tab Settings | Create Lists Tab Look Up Call NumbersLook Up Call Numbers

Set this feature in Admin | Settings | Create Lists tab

From #105323: “If checked, you can include call numbers from item and checkin

records in your search criteria.”

From #100673: “When you use this option, you can also use the CALL NO. field for

subsequent actions on the review file, such as SORT and LIST.”

“If an item/checkin record has a call number, that call number is used in the review file. If the item/checkin record has no call number, the call number from the parent record is used. If neither the item/checkin record nor the parent record has a call number, the item or checkin record is not included in the results.”