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 THESE TODAY

Enhanced Millennium Editor MIL EDITOR TUTORIAL

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 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

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 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 color 007 & 008 fields in Checkin records Option to display multiple windows Control 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 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)

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 (%)

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

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

Your needs and suggestions are welcome! Jenny Schmidt