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

Millennium Create Lists

Claudia ConradProduct Manager,

Cataloging

Northwest IUGOctober 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• Add individual records to a review file• Export option

More information captured and

displayed

ADDITIONAL INFO CAPTURED BY MILLENNIUM CREATE

LISTS

Initials: creator, System, as well as

ownerDate / Time

Created

Created in character-based

Create Lists

ADDITIONAL INFO DISPLAYED IN MILLENNIUM CREATE

LISTS

Status

Record Type

Strategy of highlighted file shown on same

screen

ADDITIONAL INFO IN SAVED SEARCHES

DISPLAY

SHOW INFORecord

typeRang

e

Strategy used

Sort criteria

CRITERIA SAVED FOR SUBSEQUENT

USE

Sorting criteria

Listing criteria

More display options

Sort by Initials: a handy way to find YOUR

files

SORT BY ANY

COLUMN

All, Complete, In Progress or Empty

LIMIT VIEW BY STATUS OF REVIEW

FILE

More ways to target searches

Range of recordsReview file

Index rangeAdvanced

search

MORE WAYS TO TARGET THE RECORDS

SEARCHED

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

ADVANCED SEARCH

Can find data not easily found via Boolean

criteria

For example:Find misspelled

words

New review file and its basis can be different record

types

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

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

Second, create another review file, storing the other attached

record type, using the first review file as the range input

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

Create Lists: Limit by scope

Input of Boolean criteria

Fewer conditions required

Group criteria

Use Existing Query: select the one you are re-doing

Modify existing criteria

Edit records from Create Lists mode

Authorized users can edit records from the

“Show Records” screen

EDIT RECORDS

Add individual records to file

Lets you browse for a record and add to existing review file

ADD RECORD TO

FILE

Use any index to find the record to be

added

ADD RECORD TO

FILE

ADD RECORD TO

FILE

Export Records

Export Records

Export Records

Select fields, delimiter criteria, file

name

Save directly to

workstation

Browse workstation

One More Tip

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.

Admin Settings: Create Lists

Wait for search to complete

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.

Thank you!

Claudia ConradProduct Manager,

Cataloging