Introduction to Millennium Introduction to Millennium AcquisitionsAcquisitions

(MilACQ)(MilACQ)

- - ORT TrainingORT Training – –(ORT - On-line Request Transmission)(ORT - On-line Request Transmission)

Goals Today:

• Getting started in MilACQ (login)

• Screens, drop-down menus, and toolbars

• Search and view records

• View Funds

• Create new ORTs

• Attach an ORT to an existing bib

• Printing

Things to be aware of…

• Slides show how program looks now—

There may be minor differences in Rel. 2005

• Functionality will change with each release.

• New releases are expected annually.

• You’ll be notified of changes that affect the ORT workflow.

Before we begin…

• Data is the same - only the look of MilACQ is different

• Telnet for ORTs disappears when Rel. 2005 is loaded: around Feb. 28, 2006.

• You may experience a delay in display of MilACQ screens or new data due to network response time issues. Patience…..

• In the beginning…proof read, proof read !

• Double click Millennium icon on desktop • Username = cmma1 / Password = pott34 / No other initials are needed (PLEASE NOTE: Username and Password are case sensitive)• Click OK (or hit ENTER twice)

Getting Started: INITIALIZING MILLENNIUM

Operating Suggestion

• Do not close the C:\Millennium\iiirunner.exe screen• Keep it open so you can toggle between Acquisitions,

Circulation and other Millennium modules.

TOGGLING BETWEEN MODULES• Click on Millennium icon

• Click icon in pop-up box to switch to another module

Drop-down menus

Toolbar icons

Programs : ex. Orders; Funds, Create Lists…

MilACQ Basic Display

“Active” box is outlined in GREEN

Left column: Acquisition Activities (just like the icon sidebars in MilCIRC)- Click on the icon to go to that activity- Funds = View all funds in the system- Orders = Create an ORT- Create Lists = Boolean review files

DROP-DOWN MENUS:

- Don’t be afraid to investigate drop-down menu options- If you are not passworded for an activity, it will be greyed out- Menus include all toolbar icon choices, plus more

Keyboard equivalents

Quit / Close record / close window

Note: “ESC” does not work in Millennium

DROP-DOWN MENUS, continued…

Online HELP is always available…and there are two ways to get to it!

HELP! OnlineAvailable from anyMillennium screen

OR you can use the URL:http://library.ohio-state.edu/manual

Online Help Menu

- Every screen has a drop-down menu for HELP- Select MANUAL; key your initials/password- Click SEARCH icon

- Type in keyword or phrase to find information in MANUAL - Click SEARCH or hit enter

Note: This is the system manual; it does not contain OSU-specific data or procedures

- Both Innopac (telnet) and Millennium results display- Select Millennium help screens only! - MANUAL covers all areas: ACQ, CIRC, Lists, etc.

Print from the Manual- Find section of manual to print- Right click on mouse- At pull-down menu, select PRINT- Select printer from pop-up menu; click PRINT

• INSERT: any field Example: Internal Notes

• SAVE: save changes

• VIEW: view bib record in non-editing capacity

• SUMMARY: go back to bib/order record display

• BROWSE: search feature

• PRINT: print screen Scroll right / left bar• CLOSE: functions as exit key in Felix

Back to… TOOLBARS AT TOP OF MILACQ SCREENS- will vary depending on which screen you are in- convenient…duplicates the most used pull-down options- icon will be grey if that function can’t be performed

• NEW: create a new bib record • LIMIT: limit search by location, year, material type, language, words

in author, title, subject, and publisher.

Note: Choices are highlighted only when you are able to use them

TOOLBAR: ORDER ACTIVITY

Note: Icons displayed differ on each screen

STEP 1:

Basic Searching

Select: Orders

Note: This screen automatically appears when you log in using your acquisitions login (cmma1)

- A BASIC SEARCH -

SEARCH • Select a Search Index from pull-down menu• Key book title, ISBN, author, etc.• Click SEARCH (= hit ENTER)

Scroll up or down for more options

• Scroll up or down to see more matches• Double click title to see the record

• Only ORDER records will automatically display in this login• Select VIEW ALL to see if there are item or checkin records• You must VIEW ALL to see if there are other attached records!

VIEW ALL ATTACHED RECORDS

OR– At beginning of session, set options to display all types of records (order, item, checkin)

- Go to VIEW - Select Record View Properties- Select All- Click APPLY- Click OK

ORDER RECORD DISPLAY• Acquisition login automatically displays only order records

• Click SUMMARY tab to see all attached records

• Millennium and OSCAR information is the same• Where the information displays is different

Note: STATUS is in different place on screen

When done looking at a record…

Click CLOSE to quit Bib/Order and return to search screen

SEARCH -- BY BIB OR ORDER NUMBER

• To search by record number, select pull-down index: .RECORD NO• Key record type: o, i, or c, then number (do not include “.” period)• Click on SEARCH (or hit ENTER)

STEP 2:

Viewing Funds

VIEW YOUR FUNDS

- Click on FUND icon at left - Funds display alphabetically- Double-click fund name for more details

Individual Fund Display- Tabs offer display options

- Pie chart -

- Bar chart -

- Click to show graph in dollars

- Recent Activity Report -

- Fund Summary Report -

- To see funds by collection manager, scroll down to HIERARCHIES- Double click: HIERARCHIES- Double click name to see all funds for that selector

Fund information by collection managerDouble click on fund type to see individual fund name

STEP 3: Creating a new ORT

HOW TO CREATE AN ORT…- After searching for duplicates…you decide to create an ORT- Click NEW icon- Follow prompts

- ORT TEMPLATES -

It’s automatic!

ORT bib and order templates are automatically applied when you log in using cmma1

Just follow the prompts to create your ORT

FOLLOW ORT PROMPTS

• Enter data at each prompt• Click NEXT• Finish all BIB prompts• Order prompts will automatically follow

Note: Click NEXT if you have no data to enter

• Click NEXT

• Type in Language, Country, and Author• Click NEXT or hit enter

KEY PROMPTED DATA

• Continue prompts for TITLE, EDITION, IMPRINT, SERIES, OCLC # and ISBN• Click NEXT, after answering each prompt

• Key in loc, fund and # of copies

• Click NEXTNote: Click NEXT not ENTER; ENTER adds another fieldNote: Put split fund instructions in an Internal Note

• Key in EPRICE• Use pull-down for currencies other than $

(U.S. dollars)• Click NEXT

• Verify original data entered is correct.• Click NEXT

Adding Variable Length Fields• Fill in Volume, Requestor, and Internal Note • To add a non-Marc field:

– Click icon to: Insert– Select field name from menu

• Editing is easy; just like word processing

Not sure of a value or code?- Double click on white field to get a pop-up menu of options- Or, Hit shift and ?- Or, Key in a letter or number

Beware the mouse wheel!

• Brushing the mouse wheel can accidentally alter data in the ORT if the cursor is still on that field

• Proof read, proof read, proof read!

• When done, SAVE and CLOSE

SAVING BIB and ORDER RECORDS• Click on SAVE icon• Click YES to save the record• Bravo! You have created an ORT in Millennium

• While keying ORT, tab says “New Record” • After saving ORT, tab shows Order number assigned to

the new record

NOTE: ONCE AN ORT IS SAVED, RECORDS CAN ONLY BE UPDATED BY BIB SEARCHER OR AUTHORIZED USER

STEP 4:

Attach an ORT to an existing bib

• Find BIB to which ORT will be attached

• In SUMMARY tab, select ORDER from drop-down menu

• Click ATTACH NEW ORDER

• Answer prompts (…same as create new Order)

• Input Order data, Insert Notes, Proofread, SAVE, CLOSE

ATTACH AN ORT TO AN EXISTING BIB

How to Print in MILACQ

- TO PRINT in MILACQ - • Click on printer icon • Select printer to be used for that login session (1st use sets default)

Note: Change Page Setup choices only if needed• Click PRINT button in pop-up menu• Click on PRINT icon again

Change printer or e-mail address …• Go to: FILE / SELECT PRINTER / STANDARD PRINTER• Select: E-MAIL PRINTER / Click OK• Fill in email address and header notes / Click OK

Note: This just changes the selected printer or e-mail address

• Then Click the PRINT icon AGAIN to transmit to printer!

What about create lists (booleans)

and statistical reports?

• Training Advisory Council is doing the boolean (Create List) training

• Contact TAC for dates and locations

Thank you for your time!

If you have any questions,

Please contact your MOD searcher or

Marsha Hamilton 7-7461(hamilton.8@osu.edu),

Deidra Herring 2-6314(herring.44@osu.edu), Dana

DeRose 2-6314(derose.3@osu.edu).