millennium create lists
DESCRIPTION
Millennium Create Lists. Claudia Conrad Product Manager, Cataloging. Northwest IUG October 2003. Millennium Create Lists. More information captured and displayed More display options More ways to target searches Improved input of Boolean criteria Edit records from Create Lists mode - PowerPoint PPT PresentationTRANSCRIPT
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Millennium Create Lists
Claudia ConradProduct Manager,
Cataloging
Northwest IUGOctober 2003
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Millennium Create Lists
• More information captured and displayed
• More display options• More ways to target searches• Improved input of Boolean criteria• Edit records from Create Lists mode• Add individual records to a review file• Export option
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More information captured and
displayed
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ADDITIONAL INFO CAPTURED BY MILLENNIUM CREATE
LISTS
Initials: creator, System, as well as
ownerDate / Time
Created
Created in character-based
Create Lists
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ADDITIONAL INFO DISPLAYED IN MILLENNIUM CREATE
LISTS
Status
Record Type
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Strategy of highlighted file shown on same
screen
ADDITIONAL INFO IN SAVED SEARCHES
DISPLAY
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SHOW INFORecord
typeRang
e
Strategy used
Sort criteria
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CRITERIA SAVED FOR SUBSEQUENT
USE
Sorting criteria
Listing criteria
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More display options
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Sort by Initials: a handy way to find YOUR
files
SORT BY ANY
COLUMN
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All, Complete, In Progress or Empty
LIMIT VIEW BY STATUS OF REVIEW
FILE
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More ways to target searches
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Range of recordsReview file
Index rangeAdvanced
search
MORE WAYS TO TARGET THE RECORDS
SEARCHED
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INDEX RANGE
Fewer records examined, so file created more quickly
and fewer system resources used
For example:Range of barcode
numbers to target a particular branch
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ADVANCED SEARCH
Can find data not easily found via Boolean
criteria
For example:Find misspelled
words
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New review file and its basis can be different record
types
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Attached Record Hopping• Using a review file of bibs as the range,
can create lists of one attached record type based on data from a different attached record type
• For example: You want to know what items have no price even though there are order records with prices
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First, create a review file of BIBS, based on attached record data
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Second, create another review file, storing the other attached
record type, using the first review file as the range input
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Limit by Scope
• Database Maintenance Options - Create BOOLEAN lists: scope during range – N: Retrieve all records in the database, regardless of
their scope. – Y: Restrict the retrieved records to those within the
current login's scope. – A: Offer a checkbox allowing the user to select a
scoped or non-scoped results set. • Must be using a scoped login
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Create Lists: Limit by scope
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Input of Boolean criteria
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Fewer conditions required
Group criteria
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Use Existing Query: select the one you are re-doing
Modify existing criteria
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Edit records from Create Lists mode
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Authorized users can edit records from the
“Show Records” screen
EDIT RECORDS
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Add individual records to file
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Lets you browse for a record and add to existing review file
ADD RECORD TO
FILE
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Use any index to find the record to be
added
ADD RECORD TO
FILE
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ADD RECORD TO
FILE
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Export Records
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Export Records
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Export Records
Select fields, delimiter criteria, file
name
Save directly to
workstation
Browse workstation
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One More Tip
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Admin Settings: Create Lists
• Options for Create Lists Searching– Don’t wait for searches to complete
(default)– Wait for searches to complete – Prompt to wait for searches to complete (if
no licenses available)• Use when user licenses are scarce.
Prevents user from using multiple licenses by running a list and doing other work.
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Admin Settings: Create Lists
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Wait for search to complete
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Improvements Planned for Release 2003
• User interface improvements– Navigation around dialogs– Consistency in dialogs– Focus issues
• Saved searches for all record types• Printing without truncation• Validation of input for Item Type,
Patron Type, etc.
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Thank you!Claudia Conrad
Product Manager, Cataloging