millennium create lists claudia conrad product manager, cataloging northwest iug october 2003
TRANSCRIPT
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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 ConradProduct Manager,
Cataloging