new millennium enhancements
DESCRIPTION
New Millennium Enhancements. SEE HANDOUT. General Features. 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 - PowerPoint PPT PresentationTRANSCRIPT
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
