1. New Millennium Enhancements SEE HANDOUT

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

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

4. Enhanced Millennium Editor MIL EDITOR TUTORIAL http://csdirect.iii.com/tutorials/

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)

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

7. What is the Millennium Editor? It’s the Millennium version of the Full Screen Editor in the character-based system

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

9. The enhanced editor in Millennium Serials More flexibility editing BIB and any ATTACHED RECORDS. Many new features located under the MAIN MENU.

10. To navigate & edit in record, use: tab, arrow keys, or click on the field. Fixed Fields reside on top (field labels are improved).

11. Double-clicking on the fixed field’s value area brings up a selection (dialog) box

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.

13. Easier field editing… Just click in the field or press and start typing... VARIABLE-LENGTH FIELDS

14. An INSERT button now on the toolbar allows you to insert a variable-length field. (also under EDIT menu).

15. NEW RECORD USING WIZARD Default values are listed automatically Sequential dialog boxes for each template prompt

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

17. Refresh (under View) Save as you go Undo & Redo (under Edit)

18. User-defined error color

19. Availability of single or multiple windows

20. Cascade all or cascade only windows (not minimized) Multi-window mode

21. Window One for Business Week

22. Window Two for JAMA

23. A side-by-side view

24. Limiting Modes and Tabs

25. Bindery options are disabled for this login Under the Admin menu. (changes made by Bill)

26. Tabs can be disabled too.

27. 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.

28. Select “Public Display” under the View menu Above: Checkin Record

29. Public Display shows what the patron would see in TOPCAT.

30. Millennium Serials – Release 2002 Checkin Define a Checkin Message Update summary holdings during checkin Copy an existing checkin card

31. The Checkin Message from “Serials Checkin” Mode.

32. Potentially useful for special handling instructions or detailed instructions for specific issues.

33. Updating Summary Holdings during checkin

34. You choose the method

35. Now checkin a new issue

36. The new issue will be added to the summary holdings

37. NEW SCREEN! For missing issue When checking in the Late issue..

38. The gap is collapsed and the new issue is added to the end of the range!

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

40. Show slide with new card. Done! A NEW CARD tab and new checkin card should be created.

41. Millennium Serials – Release 2002 Claiming Claim-all option Send Claims Sort for sending claims Binding Circulation statistics combined in bindery checkin

42. Click “Claim All” Select a range of records or use a review file. CLAIMING

43. Progress box indicates that claims are being gathered

44. Done. Now ALL claims are in the Send queue. In “Send Claims” Mode

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

46. Millennium Serials – Release 2002 FYI on General Features: Delete a record Transfer attached records Modify groups of records

47. When deleting a bib. Delete bib & attached

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

49. Transfer attached records

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

51. Modify groups of attached records (Edit) Select records to modify…

52. Individually... …or find & replace Then I’m unsure of options you receive… 

53. Sorting attached records Click on any column header to sort

54. Create Lists in Millennium Training in the works… View separate PowerPoint online

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 user’s scope (optional)

56. 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 FASTER Saving a list is easier Text-based must be done BEFORE you start searching (%)

58. 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 choices Continue working in Millennium Can STOP or SUSPEND a list To evaluate what’s going on To retrieve a sample of records

59. 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

60. Your needs and suggestions are welcome! Jenny Schmidt jschmidt@switchinc.org jschmidt@switchinc.org 414-351-2423