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Millennium Create Lists

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

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Millennium Create Lists

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  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 Record Type Status

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

  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 ANY COLUMN Sort by Initials: a handy way to find YOUR files

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

  12. More ways to target searches

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

  14. 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

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

  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. Group criteria Fewer conditions required

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

  25. Edit records from Create Lists mode

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

  27. Add individual records to file

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

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

  30. ADD RECORD TO FILE

  31. Export Records

  32. Export Records

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

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