Transcript Settings for New Records & Your Millennium Sessions

Millennium Silver
Settings
jenny schmidt
SWITCH Library Consortium
November 2, 2004
ADMIN | SETTINGS
Version: Millennium Silver – Module: All modules
Millennium Silver 2004
Admin | Settings
 Templates
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Previously in the telnet system only
All existing templates have migrated to Millennium
Able to VIEW, EDIT and/or CREATE Templates by Record Type
Tab previously called “PREFERRED TEMPLATES”
 Macros
 Previously in LOGIN MANAGER
 Able to set macros for F1-F12 (also CTRL, SHIFT, ALT)
 Create Lists
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“Look Up Call Numbers” option within Settings
Two new operators: “Starts With” & “Ends With”
“Dedupe” Records from a review file
“Export Records” into MS Excel
All settings are tied to
one’s LOGIN
With ability to customize Millennium sessions, need
to evaluate GROUP vs. INDIVIDUAL LOGINS
Templates
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Set Templates by Record Type
Use in conjunction with New Records tab
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View & Edit Existing Templates
Create a New Template
Delete a Template
Setting templates for your login
Example:
ITEM RECORDS
CSU catalogers
working on
materials for the
general collection
as well as LEASED
books.
Set to “Prompt for template” when you
want a list of your preferred templates
each time.
Set up templates by login
Example:
ITEM RECORDS
Different staff
person ONLY
working on a
special collection.
Each time she creates a NEW ITEM
RECORD, system goes right into the
Cianciolo record template.
Admin | Settings
“Save Settings”
to alter the
current &
subsequent Mil
sessions; “OK”
to alter settings
for the current
session.
Admin | Login Manager
System administrators
can turn the WIZARD
‘on’ or ‘off’ for new
record templates.
The wizard is the
series of dialog boxes
that display as you fill
in information to
create a new record.
Tangent. Sorry.
View, Edit
and Create a New Template
View, Edit or Create a New Template
FIXED FIELDS:
Highlight a field, click Prompt button
VARIABLE FIELDS:
Click the Insert button, select a field, Prompt button
Let’s Try It In
Macros
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#105847 of III manual
Previously in LOGIN MANAGER
Set by login
Apply only to that Millennium module (MilCat, etc.)
“Function Keys” likely predefined by module
Millennium Macros
Pre-Programmed Keystrokes
 A macro is a set of keystrokes or a command
that is recorded, saved, and assigned to a
function key (or key code). When the key is
pressed, the recorded instructions are executed.
 Many software programs allow for the creation
of a macro in order to help save you time.
 Able to set F1-F12, or function keys in
combination with CTRL, SHIFT, ALT
Admin | Settings | Macros
STEPS TO CREATE A MACRO
• Identify repetitive text or mousing
• Write notes on which keystrokes are
used to perform tasks (in sequence)
• Go to Admin | Settings | Macros
• Find an open function key
• Enter text or keystroke sequence
• Right-click for nonalphanumeric keys
(i.e., key codes: ALT, ENTER, etc.)
•Save macro and test it!
FUNCTION KEYS (#100743)
Nonalphanumerics (key codes)
Brings Up a Mode in a Module
must be in CAPS & enclosed
by % signs. (or right click)
%ALT+g%n
Goes to Binding
mode of
Millennium
Serials
Can set up a macro
if not predefined by login
F3 (%ALT+g%n) performs both actions in Millennium
• ALT G – Go menu
• N – to the Binding mode
F3 takes you to
the Binding mode
You can also use . . .
 ALT+underlined letter (mnemonic)
 SHORTCUT KEYS (CTRL+i to insert field)
 Temp. or Permanent substitution phrases
When to Use a Macro. . .
1. For long text strings or text entered frequently
“Donated by the Kirkenbauer Family” in NOTE field
2. To have Millennium perform a common search
“sJournal of the American Medical%ENTER%”
3. To employ a heavily-used command that requires mousing
View | Public Display to view records in the WebOpac
4. To navigate between views or tabs without Mr. Mouse
Go from the ITEM record back to the Browse mode
5. To go to a MODE in a module (if not predefined by login)
Go to Reserves mode in Mil Circ (%ALT+g%5)
1. Macro for frequently-entered text
2. To Have System Perform a Common Search
sJournal of the
American%ENTER%
in Millennium Serials
F11 performs
the search
3. For commands that require mousing
or have cumbersome shortcuts
View | Public Display
%ALT+v%p
TOPCAT
4. To Navigate Between Views
(From a record or card back to Browse)
%ALT+g%b
May be
ALT F11
4. To Navigate Between Tabs
CTRL+t
SHIFT+CTRL+t
to move right
to move left
Use shortcut keys or
set function key
to TAB right
For Those NOT on
Millennium Silver
MACROS
 Under ADMIN | LOGIN MANAGER
TEMPLATES
 Creation & editing of templates in telnet system
 Staff can still set templates to use by record type in
Millennium
Settings | Create Lists Tab
Look Up Call Numbers
 Set this feature in Admin | Settings | Create Lists tab
 From #105323:
 “If checked, you can include call numbers from item and checkin
records in your search criteria.”
 From #100673:
 “When you use this option, you can also use the CALL NO. field for
subsequent actions on the review file, such as SORT and LIST.”
 “If an item/checkin record has a call number, that call number is used
in the review file. If the item/checkin record has no call number, the
call number from the parent record is used. If neither the
item/checkin record nor the parent record has a call number, the item
or checkin record is not included in the results.”