1. Millennium Create Lists Claudia Conrad Product Manager, Cataloging Northwest IUG October 2003

2. 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

3. More information captured and displayed

4. ADDITIONAL INFO CAPTURED BY MILLENNIUM CREATE LISTS Initials: creator, System, as well as owner Date / Time Created Created in character- based Create Lists

5. ADDITIONAL INFO DISPLAYED IN MILLENNIUM CREATE LISTS Status Record Type

6. Strategy of highlighted file shown on same screen ADDITIONAL INFO IN SAVED SEARCHES DISPLAY

7. SHOW INFO Record type Range Strategy used Sort criteria

8. CRITERIA SAVED FOR SUBSEQUENT USE Sorting criteria Listing criteria

9. More display options

10. Sort by Initials: a handy way to find YOUR files SORT BY ANY COLUMN

11. All, Complete, In Progress or Empty LIMIT VIEW BY STATUS OF REVIEW FILE

12. More ways to target searches

13. Range of records Review file Index range Advanced search MORE WAYS TO TARGET THE RECORDS SEARCHED

14. 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

15. ADVANCED SEARCH Can find data not easily found via Boolean criteria For example: Find misspelled words

16. New review file and its basis can be different record types

17. 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

18. First, create a review file of BIBS, based on attached record data

19. Second, create another review file, storing the other attached record type, using the first review file as the range input

20. 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

21. Create Lists: Limit by scope

22. Input of Boolean criteria

23. Fewer conditions required Group criteria

24. Use Existing Query: select the one you are re-doing Modify existing criteria

25. Edit records from Create Lists mode

26. Authorized users can edit records from the “Show Records” screen EDIT RECORDS

27. Add individual records to file

28. Lets you browse for a record and add to existing review file ADD RECORD TO FILE

29. Use any index to find the record to be added ADD RECORD TO FILE

31. Export Records

33. Select fields, delimiter criteria, file name Save directly to workstation Browse workstation

34. One More Tip

35. 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.

36. Admin  Settings: Create Lists

37. Wait for search to complete

38. 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.

39. Thank you! Claudia Conrad Product Manager, Cataloging