1. Using Millennium Cataloging A Quick Drive through the Landscape

2. Use the SEARCH box in the middle of the Millennium window to search and retrieve a BIB with all of its attached records. MAIN MENU essentially the same for all Millennium modules. (See handout). QUICK EDIT MODE

3. Retrieve the correct bib, then click on the EDIT button (toolbar) to edit the BIB record. From the SUMMARY tab you can locate or create ITEM, ORDER & CHECKIN records. From the RECORD tab you can edit them.

4. Here is EDIT Window in Millennium. To navigate in the Bib record click on a field or use the TAB button. Buttons at the top of the Edit screen let you Save, Print, Insert or Delete variable fields, Undo or Redo actions and Close the record.

5. New Millennium Enhancements SEE HANDOUT

6. Enhancements Relevant to Cataloging Revamped Millennium Editor Many More Templates Improved URL Checker within Mil Cat Create Lists now available in all modules

7. Enhanced Millennium Editor

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

10. Along with EDIT button, new features will be located under the MAIN MENU.

11. Impact on Millennium Cataloging Improved record editing Reduced reliance on GuiCat and character- based system for cataloging Allow copy cataloging staff to manage records using only the Millennium editor

12. Millennium Editor FEATURES Availability of multiple simultaneous record windows Menu bar that is always accessible

13. Single or multi-window mode

14. Single window mode Record window replaces browse window

15. Multi-window mode Browse window Record window

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

17. Tile vertically or horizontally Multi-window mode

18. The Multiple Window: In this example, the benefit of multiple windows is the ease of comparing two similar records.

19. More intuitive interface Enhanced Record Editing for ALL types of records (bib, item, order, patron, etc.) Fixed- and variable-length fields Patron addresses Convert b/w MARC and non-MARC fields Special expandable fields (006, 007, 008) Optional WIZARDS for creating NEW records (inserting/editing fields) Millennium Editor FEATURES

20. To navigate in record & edit: tab, use arrow keys, or click on the field. Fixed Fields reside on top

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

22. If you key an invalid entry, the system will display a list of values Keying the first character (i.e.,‘e’) will jump you to that part of the list.

23. Just click in the field or press and start typing... VARIABLE-LENGTH FIELDS

24. …or you can have it set up to use a wizard.

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

26. FEATURES: Record Editing Save as you go Undo & Redo functions Easier navigation to Next (Ctrl [) and Previous record (Ctrl ]) Refresh record (to put fields in order) Errors shown in color on the screen Expandable special fields (006, 007, 008) Validation of ISBNs Improved multi-item creation

27. Refresh to put fields in order Save as you go Undo & Redo under Edit menu

28. Undo & Redo buttons also located under EDIT window.

29. NEW RECORD USING WORKFORM Template prompts by showing fields that are now empty Fixed-length fields with no default values show in error color

30. User-defined error color

31. EXPANDABLE SPECIAL FIELDS

32. Improved multi-item creation

33. OTHER FEATURES Ability to: Copy records Delete a bib plus all attached records Transfer attached records from one bib to another Modify a group of attached records (either fixed or variable field data) Link items to multiple bibs Sort attached records Import order data into item records

34. Copy record

35. Copy ANY type of record

36. When deleting a bib... Delete bib & attached

37. …and when deleting the last attached record Delete bib & attached

38. Transfer attached records & Link items to multiple bibs Find a bib or use one already open

39. Modify groups of attached records Step 1

40. Step 2 Individually... …or find & replace

41. ...After …or increment barcodes, volumes, copies Before...

42. Click on any column heading or use the predefined sort Sort attached records

43. Preserve sort order Sort attached records

44. Templates Customizable Appearance (n/a to SWITCH) Availability of many TEMPLATES

45. Define font, colors and tag display preferences. N/A Customizable Appearance

46. 1,000 templates are available for each record type.

47. A template manager helps to manage each login’s preferred templates

48. FEATURES: Public Display Ability to view public display Shows a record as it will appear in TOPCAT Records edited, but not saved

49. Show public view Select “Public Display”

50. Show public view Public Display is exactly what the patron sees

51. FEATURES: Session Statistics Availability of session statistics On demand & optional when exiting MilCat Tracked by initials Authorized staff can view statistics for others Current session only or range of months

52. Session Statistics including cumulative statistics Specific initials or ALL Specify range of months

53. URL Checker Integrated within Millennium Cataloging

54. FEATURES: URL Checker Its own navigation button on left of screen Report options Created automatically at night (i.e., monthly) Able to use range of records or review file to run an interactive URL Checker report Making corrections Automatic correction of URLs by system User corrects URLs from report

55. URL Checker Select types of errors New URL: User-supplied and automatic Edit Sort on any column Click to open browser

56. URL Checker Preview changes

57. URL Checker Report of changes

58. Create Lists in Millennium Training coming soon…. View separate PowerPoint online

59. 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)

60. 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 (%)

61. PRO’s of Millennium Lists Search for records by INDEX field (i.e., LC call number, barcode, etc.) View 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

62. 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

63. Stay Tuned for Future Training! Jenny Schmidt jschmidt@switchinc.org jschmidt@switchinc.org 414-351-2423