Millennium Create Lists

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Millennium Create Lists

• Claudia Conrad
• Product Manager, Cataloging

Northwest IUG October 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 owner
Date / Time Created
Created in character-based Create Lists
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ADDITIONAL INFO DISPLAYED IN MILLENNIUM CREATE
LISTS
Record Type
Status
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ADDITIONAL INFO IN SAVED SEARCHES DISPLAY
Strategy of highlighted file shown on same screen
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SHOW INFO
Record type
Range
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 ANY COLUMN
Sort by Initials a handy way to find YOUR files
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LIMIT VIEW BY STATUS OF REVIEW FILE
All, Complete, In Progress or Empty
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More ways to target searches
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MORE WAYS TO TARGET THE RECORDS SEARCHED
Range of records Review file Index range Advanced
search
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INDEX RANGE
For example Range of barcode numbers to target a
particular branch
Fewer records examined, so file created more
quickly and fewer system resources used
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ADVANCED SEARCH
For example Find misspelled words
Can find data not easily found via Boolean
criteria
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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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Group criteria
Fewer conditions required
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Modify existing criteria
Use Existing Query select the one you are
re-doing
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Edit records from Create Lists mode
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EDIT RECORDS
Authorized users can edit records from the Show
Records screen
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Add individual records to file
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ADD RECORD TO FILE
Lets you browse for a record and add to existing
review file
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ADD RECORD TO FILE
Use any index to find the record to be added
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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
Browse workstation
Save directly to workstation
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One More Tip
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Admin ? Settings Create Lists

• Options for Create Lists Searching
• Dont 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 Conrad
• Product Manager, Cataloging