Transcript Slide 1
Introduction to Millennium Acquisitions (MilACQ) - ORT Training – (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 ! Getting Started: INITIALIZING MILLENNIUM • 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) 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 MilACQ Basic Display Drop-down menus Toolbar icons “Active” box is outlined in GREEN Programs : ex. Orders; Funds, Create Lists… 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! Online Available from any Millennium 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 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 • 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 • CLOSE: functions as exit key in Felix Scroll right / left bar TOOLBAR: ORDER ACTIVITY Note: Icons displayed differ on each screen • 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 STEP 1: Basic Searching - A BASIC SEARCH - Select: Orders Note: This screen automatically appears when you log in using your acquisitions login (cmma1) 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 VIEW ALL ATTACHED RECORDS • 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! 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 manager Double 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 KEY PROMPTED DATA • Type in Language, Country, and Author • Click NEXT or hit enter • Continue prompts for TITLE, EDITION, IMPRINT, SERIES, OCLC # and ISBN • Click NEXT, after answering each prompt • Key in loc, fund and # of copies • Click NEXT Note: Click NEXT not ENTER; ENTER adds another field Note: 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 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 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([email protected]), Deidra Herring 2-6314([email protected]), Dana DeRose 2-6314([email protected]).