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New Millennium Enhancements SEE HANDOUT Slide 2 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 Slide 3 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 THESE TODAY Slide 4 Enhanced Millennium Editor MIL EDITOR TUTORIAL http://csdirect.iii.com/tutorials/ Slide 5 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) Slide 6 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 Slide 7 What is the Millennium Editor? Its the Millennium version of the Full Screen Editor in the character-based system Slide 8 More intuitive interface Enhanced Record Editing for ALL types of records (bib, item, checkin, patron, etc.) Fixed- and variable-length fields Patron addresses Convert b/w MARC and non-MARC fields 007 & 008 fields in Checkin records Optional WIZARDS for creating NEW records Millennium Editor Features Slide 9 The enhanced editor in Millennium Serials More flexibility editing BIB and any ATTACHED RECORDS. Many new features located under the MAIN MENU. Slide 10 To navigate & edit in record, use: tab, arrow keys, or click on the field. Fixed Fields reside on top (field labels are improved). Slide 11 Double-clicking on the fixed fields value area brings up a selection (dialog) box Slide 12 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. Slide 13 Easier field editing Just click in the field or press and start typing... VARIABLE-LENGTH FIELDS Slide 14 An INSERT button now on the toolbar allows you to insert a variable-length field. (also under EDIT menu). Slide 15 NEW RECORD USING WIZARD Default values are listed automatically Sequential dialog boxes for each template prompt Slide 16 Other Editor Features Refresh record (View menu) Errors shown in color 007 & 008 fields in Checkin records Option to display multiple windows Control of modes/tabs by user login Slide 17 Refresh (under View) Save as you go Undo & Redo (under Edit) Slide 18 User-defined error color Slide 19 Availability of single or multiple windows Slide 20 Cascade all or cascade only windows (not minimized) Multi-window mode Slide 21 Window One for Business Week Slide 22 Window Two for JAMA Slide 23 A side-by-side view Slide 24 Limiting Modes and Tabs Slide 25 Bindery options are disabled for this login Under the Admin menu. (changes made by Bill) Slide 26 Tabs can be disabled too. Slide 27 Admin>Settings>New Records You set which template to use (by record type). The template manager is used to set each logins preferred templates (Bill). 1,000 templates per record type. Slide 28 Select Public Display under the View menu Above: Checkin Record Slide 29 Public Display shows what the patron would see in TOPCAT. Slide 30 Millennium Serials Release 2002 Checkin Define a Checkin Message Update summary holdings during checkin Copy an existing checkin card Slide 31 The Checkin Message from Serials Checkin Mode. Slide 32 Potentially useful for special handling instructions or detailed instructions for specific issues. Slide 33 Updating Summary Holdings during checkin Slide 34 You choose the method Slide 35 Now checkin a new issue Slide 36 The new issue will be added to the summary holdings Slide 37 NEW SCREEN! For missing issue When checking in the Late issue.. Slide 38 The gap is collapsed and the new issue is added to the end of the range! Slide 39 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 Slide 40 Show slide with new card. Done! A NEW CARD tab and new checkin card should be created. Slide 41 Millennium Serials Release 2002 Claiming Claim-all option Send Claims Sort for sending claims Binding Circulation statistics combined in bindery checkin Slide 42 Click Claim All Select a range of records or use a review file. CLAIMING Slide 43 Progress box indicates that claims are being gathered Slide 44 Done. Now ALL claims are in the Send queue. In Send Claims Mode Slide 45 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 Slide 46 Millennium Serials Release 2002 FYI on General Features: Delete a record Transfer attached records Modify groups of records Slide 47 When deleting a bib. Delete bib & attached Slide 48 When deleting the last attached record, doesnt prompt to delete the BIB. Slide 49 Transfer attached records Slide 50 Afterwards, you will be given a search box to find the needed BIB, then you transfer the record initially selected. Slide 51 Modify groups of attached records (Edit) Select records to modify Slide 52 Individually... or find & replace Then Im unsure of options you receive Slide 53 Sorting attached records Click on any column header to sort Slide 54 Create Lists in Millennium Training in the works View separate PowerPoint online Slide 55 Create Lists In all Millennium modules Able to add record to existing review file Print monographic labels from list of items Planned for next release: Export in user-delimited file format Limit review files to users scope (optional) Slide 56 PROs 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 others search strategies Lists themselves run FASTER Saving a list is easier Text-based must be done BEFORE you start searching (%) Slide 57 Slide 58 PROs of Millennium Lists Easy to search for records by INDEX field (i.e., subject heading, barcode, etc.) Displays all field and boolean operator choices Continue working in Millennium Can STOP or SUSPEND a list To evaluate whats going on To retrieve a sample of records Slide 59 CONs 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 Cant see record numbers to gauge when list will be done Slide 60 Your needs and suggestions are welcome! Jenny Schmidt jschmidt@switchinc.org jschmidt@switchinc.org 414-351-2423