Millennium Create Lists Exchange of experience

Outline Introduction to Create Lists in Millennium Examples from Durham Share experience

Create Lists in Millennium Found in Administration module Accessed from other modules Appropriate permissions required for initials

Planning the list Planning is important What do we ultimately want to achieve? What data do we need to get at? What fields will enable us to narrow our list? What record types will need to be used? Will the list be limited by location, loan type, itype, etc.?

Building the query Select appropriate sized container Select which records the list will gather Enter search query Conditions and grouping Run list Check results – modify

Conditions

Saved searches

Export / Manipulate data Export records or Data Exchange Choose fields to export Select delimiter Save to file Open in Excel or other software Global update / Rapid update

Durham’s experience Staff prefer the Windows environment Interface is more intuitive than telnet Greater flexibility Integrated into modules Dislike having to key record type on export No ‘Does not start with’ condition

Exchange of experience How are lists used at your institution? Advantages / Disadvantages over telnet Automated lists – Expect, PERL Creative use!