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Millennium Circulation & Reserves Enhancements Phase II, Release 2002.

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Presentation on theme: "Millennium Circulation & Reserves Enhancements Phase II, Release 2002."— Presentation transcript:

1 Millennium Circulation & Reserves Enhancements Phase II, Release 2002

2 Millennium Notices Millennium will offer the ability to produce the following types of circulation notices: Overdue Hourly overdue Recall Hold pickup/cancellation Paging slips/Item paging lists Bills/fines

3

4 You must CLOSE to create a new type of notices. Sorting must be done prior to preparing notices

5 (see handout) To Millennium…..

6 Enhanced Millennium Editor CS DIRECT TUTORIAL on MIL EDITOR: http://csdirect.iii.com/tutorials/

7  More intuitive interface  Enhanced Record Editing for ALL types of records (bib, item, checkin, patron, etc.) Fixed- and variable-length fields Patron addresses  Optional WIZARDS for creating NEW records Millennium Editor Features

8 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

9 To navigate/edit in a record: tab, arrow keys, or click on field.

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

11 Keying the first character (i.e.,‘e’) jumps you to that part of the list.

12 VARIABLE FIELDS: Press for a new line * Under Edit menu * Insert button on the Toolbar Notice workform above

13 NEW RECORD WIZARD Sequential dialog boxes for each template prompt

14 Other Editor Features  Refresh record (View menu)  Colors indicate need for field data and errors  Option to display multiple windows (Admin>Settings>Windows)

15 Availability of single or multiple windows

16 Search screen Course record screen (view mode)

17 Cascade all or cascade only windows (not minimized) Under Window Menu

18 Create Lists in Millennium  PowerPoint available online  Training in the works…

19 Create Lists  In ALL Millennium modules (MODE)  Add a record to an existing review file (APPEND)  Print monographic labels from list of items  Export in user-delimited file format (future release)

20 Under Review File Tab

21 You can view the boolean search criteria for any lists created in Millennium.

22 SORT BY HEADER. Here, I’ve sorted by ‘Name.’ Clicking the header twice puts WLC’s lists at the top.

23 ‘SEARCH RECORDS’ button

24 Show Records allows you to edit individual records from lists.

25 Other PRO’s of Mil Lists  Displays all field and boolean operator choices  Pull-down menus to select search options (i.e., search by range or index, etc.)  Lists themselves run FASTER  Saving a list is easier (Tab/Button) Text-based is done BEFORE you start searching (%)  Continue working in Millennium  Can STOP or SUSPEND a list To evaluate what’s going on To retrieve a sample of records

26 CON’s of Millennium Lists  Text-based users may find this method SLOWER  System just STOPS when a list gets full No warning message; same as text-based  “LIST Records” is Mil name for “printing”  No record numbers to gauge when list will be done

27 Please relay to me your needs and suggestions! Jenny Schmidt jschmidt@switchinc.org jschmidt@switchinc.org 414-351-2423


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