Transcript Millennium Cataloging 2002 Northern California IUG

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
• 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 owner
Date / Time Created
Created in characterbased Create Lists
ADDITIONAL INFO DISPLAYED IN
MILLENNIUM CREATE LISTS
Record Type
Status
ADDITIONAL INFO IN SAVED
SEARCHES DISPLAY
Strategy of
highlighted file shown
on same screen
SHOW INFO
Record type
Range
Strategy used
Sort criteria
CRITERIA SAVED FOR
SUBSEQUENT USE
Sorting criteria
Listing criteria
More display
options
SORT BY ANY
COLUMN
Sort by Initials:
a handy way to
find YOUR files
LIMIT VIEW BY STATUS OF
REVIEW FILE
All, Complete, In
Progress or Empty
More ways to
target searches
MORE WAYS TO TARGET THE
RECORDS SEARCHED
Range of records
Review file
Index range
Advanced search
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
ADVANCED SEARCH
For example:
Find misspelled words
Can find data not easily
found via Boolean criteria
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
Group criteria
Fewer
conditions
required
Modify existing
criteria
Use Existing
Query: select
the one you are
re-doing
Edit records from
Create Lists mode
EDIT RECORDS
Authorized users can
edit records from the
“Show Records” screen
Add individual
records to file
ADD RECORD
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
Export Records
Export Records
Export Records
Select fields, delimiter
criteria, file name
Browse
workstation
Save directly to
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 Conrad
Product Manager, Cataloging