New Millennium Enhancements

1. New Millennium Enhancements SEE HANDOUT

2. General Features Release 2002 • Improved record editor • Easier to navigate to NEXT and PREVIOUS records (Ctrl [ and Ctrl ]) • More templates (1,000 per record type) • Control over modes and tabs by login • Option for multiple windows • Public display of records • Copy records (including checkin cards!) • Create Lists in all Millennium modules

3. Millennium Serials – Release 2002 • Checkin • Define a Checkin Message • Update summary holdings during serials checkin • Copy a checkin card • Claiming • Claim-all option • Send Claims • Sort feature for sending claims • Binding • Circulation statistics combined in bindery checkin PREVIEW THESE TODAY

4. Enhanced Millennium Editor • MIL EDITOR TUTORIAL • http://csdirect.iii.com/tutorials/

5. 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)

6. SERIALS CHECKIN MODE Theme of all Millennium modules: Use the SEARCH box in the middle of the Millennium window to search and retrieve a BIB with all of its attached records.

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

8. Millennium Editor Features • More intuitive interface • Enhanced Record Editing for ALL types of records (bib, item, checkin, patron, etc.) • Fixed- and variable-length fields • Patron addresses • Convert b/w MARC and non-MARC fields • 007 & 008 fields in Checkin records • Optional WIZARDS for creating NEW records

9. The enhanced editor in Millennium Serials More flexibility editing BIB and any ATTACHED RECORDS. Many new features located under the MAIN MENU.

10. To navigate & edit in record, use: tab, arrow keys, or click on the field. Fixed Fields reside on top (field labels are improved).

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

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

13. VARIABLE-LENGTH FIELDS Easier field editing…Just click in the field or press <Enter> and start typing...

14. An INSERT button now on the toolbar allows you to insert a variable-length field. (also under EDIT menu).

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

16. Other Editor Features • Refresh record (View menu) • Errors shown in color • 007 & 008 fields in Checkin records • Option to display multiple windows • Control of modes/tabs by user login

17. Refresh (under View) Save as you go Undo & Redo (under Edit)

18. User-defined error color

19. Availability of single or multiple windows

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

21. Window One for Business Week

22. Window Two for JAMA

23. A side-by-side view

24. Limiting Modes and Tabs

25. Bindery options are disabled for this login Under the Admin menu. (changes made by Bill)

26. Tabs can be disabled too.

27. 1,000 templates per record type. Admin>Settings>New Records You set which template to use (by record type). The template manager is used to set each login’s preferred templates (Bill).

28. Select “Public Display” under the View menu Above: Checkin Record

29. Public Display shows what the patron would see in TOPCAT.

30. Millennium Serials – Release 2002 • Checkin • Define a Checkin Message • Update summary holdings during checkin • Copy an existing checkin card

31. The Checkin Message from “Serials Checkin” Mode.

32. Potentially useful for special handling instructions or detailed instructions for specific issues.

33. Updating Summary Holdings during checkin

34. You choose the method

35. Now checkin a new issue

36. The new issue will be added to the summary holdings

37. NEW SCREEN! For missing issue When checking in the Late issue..

38. The gap is collapsed and the new issue is added to the end of the range!

39. COPY AN EXISTING CHECKIN RECORD • Show slide with “copy” option selected “Serials Checkin” Mode. Select Copy Record under the EDIT menu while in the appropriate checkin record.

40. Show slide with new card. Done! A NEW CARD tab and new checkin card should be created.

41. Millennium Serials – Release 2002 • Claiming • Claim-all option • Send Claims • Sort for sending claims • Binding • Circulation statistics combined in bindery checkin

42. Select a range of records or use a review file. Click “Claim All” CLAIMING

43. Progress box indicates that claims are being gathered

44. Done. Now ALL claims are in the Send queue. In “Send Claims” Mode

45. Click “Sort All” and select the fields The sort option has been added. Buttons allow you to print and/or limit by vendor or location.

46. Millennium Serials – Release 2002 • FYI on General Features: • Delete a record • Transfer attached records • Modify groups of records

47. Delete bib & attached When deleting a bib.

48. When deleting the last attached record, doesn’t prompt to delete the BIB.

49. Transfer attached records

50. Afterwards, you will be given a search box to find the needed BIB, then you transfer the record initially selected.