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How to use millennium create lists2
 

How to use millennium create lists2

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    How to use millennium create lists2 How to use millennium create lists2 Presentation Transcript

    • HOW TO USEMILLENNIUMCREATE LISTSChula Vista Public Library
    • Millennium Create ListsTip  Review Files are grouped by 1000, 5000, 15000, 25000, 75000, and 150000.  Before selecting an empty Review File, estimate how many results you expect.
    • Millennium Create ListsTip Click on the appropriate column heading to sort Review Files by:  Name (of file)  Status (e.g. complete, in progress, empty)  Current (# of) Records  Initials  Max (# of) Records  Date Created  Type (e.g. patron, item, bibliographic)
    • Millennium Create ListsTip To view the search parameters of a specific Review File, click Show Info.
    • Millennium Create ListsTip To display all Files, or only those with a specific status, click the All button.
    • Millennium Create ListsTip If there is a Review File with the same values in the existing files or in the Saved tabs, you can copy the existing Review File.
    • Millennium Create ListsStep To copy an existing Review File, 1 single-click to select a line with the Name Empty and Status empty.
    • Millennium Create ListsStep 2 Click the Search Records button.
    • Millennium Create ListsStep 3 In the Review File Name box, replace Empty with a meaningful filename.
    • Millennium Create ListsStep 4 Click the Use Existing Search or Retrieve Saved Query button.
    • Millennium Create ListsStep 5 Single-click to select the Name of the Review File you wish to copy. Click Use.
    • Millennium Create ListsStep 6 Edit the values as needed. Click Save As.
    • Millennium Create ListsStep 7 In the Save Query As: box, enter a meaningful filename. Click Save.
    • Millennium Create ListsTip If there are no Files with the same values in the existing files or in the Saved tabs, you will need to create a new Review File.
    • Millennium Create ListsStep To create a new Review File, 1 single-click to select a line with the Name Empty and Status empty.
    • Millennium Create ListsStep 2 Click the Search Records button.
    • Millennium Create ListsStep In the Review File Name box, 3 replace Empty with a meaningful filename.
    • Millennium Create ListsStep In Store Record Type, 4 select the appropriate record type.
    • Millennium Create ListsStep Enter the appropriate Start and Stop values or 5 accept the existing values.
    • Millennium Create ListsStep 6 Double-click in the Type box to display the record types. Click to select the desired Type and click OK. Alternatively, simply single-click in the Type box and enter the value: b, o, c or i.
    • Millennium Create ListsStep 7 Double-click in the Field box to display the record fields. Click to select the desired Field and click OK. Alternatively, simply single-click in the Field box and enter a value.
    • Millennium Create ListsStep 8 Double-click in the Condition box to display the search conditions. Click to select the desired Condition and click OK. Alternatively, simply single-click in the Condition box and enter a value.
    • Millennium Create ListsStep 9 Double-click in the Value A box to display a list of values. Click to select the desired Value A and click OK. Alternatively, simply single- click in the Value A box and enter a value.
    • Millennium Create ListsStep 10 Single-click in the Value B box and enter a value, if necessary.
    • Millennium Create ListsStep 11 Click Insert Line or Append Line to add lines as needed. Insert Line inserts a line before the current line. Append Line appends a line after the current line.
    • Millennium Create ListsStep 12 If necessary, double- click in the Operator box to change the operator from And to Or and click OK. Continue adding additional search criteria as needed.
    • Millennium Create ListsStep 13 Click the Search button when you are ready to perform your search. At the prompt “Start Searching on Your Review File Name?” click Yes.
    • Millennium Create ListsStep Status will display as in progress… while the system searches for 14 records matching your query. The Status will change to complete when your list is ready.
    • Millennium Create ListsStep To display the contents of your list, click the Show Records 15 button.
    • Millennium Create ListsTip You can Sort your records and/or Export records to your PC in Excel format.
    • Millennium Create ListsStep 1 To Sort your records, click the Sort Records button.
    • Millennium Create ListsStep 2 In the Sorting Fields window: Double-click in the Type box and select the appropriate Type. Double-click in the Field box and select the appropriate Field. Alternatively, simply single- click in each box and enter the appropriate value.
    • Millennium Create ListsStep 3 Click Sort. Click Close.
    • Millennium Create ListsTip Select only 1 or 2 sort parameters to:  ensure you generate the expected results  prevent system slowness
    • Millennium Create ListsStep 1 To Export your records, create a new folder or use an existing folder on a network drive (e.g. R:TECHNICAL SERVICES)
    • Millennium Create ListsStep 2 Click to select the Review File. Click the Export Records button.
    • Millennium Create ListsStep 3 In the Export Information window: Double-click in the Type box and select the appropriate Type. Double-click in the Field box and select the appropriate Field. Alternatively, simply single-click in each box and enter the appropriate value.
    • Millennium Create ListsStep 4 Click the Browse button to open the Choose output file window.
    • Millennium Create ListsStep 5 In the Choose output file window: Click to select your folder in the Save In dropdown. In the File Name box, enter a meaningful filename. In the Files of Type box, leave the default setting Text Files (*.txt) Click the Save button.
    • Millennium Create ListsStep 6 The complete path to your text file is displayed in the File box. Click OK to export the file.
    • Millennium Create ListsStep 7 The Exporting window displays while the records are being exported.
    • Millennium Create ListsTip To make the exported Review File easily readable, convert the exported Review File from text (.txt) format to Excel (.xls or .xlsx) format.
    • Millennium Create ListsStep 1 To convert the Review File from text to an Excel format: Open Microsoft Excel. Click File – Open – Look in to find the review file (.txt) you saved on your PC. You may need to click the Files of type dropdown and select All Files (*.*) to find your review file.
    • Millennium Create ListsStep 2 Double-click on the file to open the Excel Text Import Wizard. In Text Import Wizard – Step 1 of 3 click to select Delimited (if it is not already selected). Click Next.
    • Millennium Create ListsStep 3 In Text Import Wizard – Step 2 of 3 select Comma. Click Next.
    • Millennium Create ListsStep 4 In Text Import Wizard – Step 3 of 3 click Finish.
    • Millennium Create ListsStep 5 The worksheet will open automatically. The columns may appear to run together. To separate the columns, double-click on a borderline of the column headings.
    • Millennium Create ListsStep 6 To save the Review File in Excel format: Click File – Save As. In the Save as type dropdown, select Microsoft Excel Workbook (*.xls or *.xlsx) Click Save.
    • Congratulations!You have successfully learned how to use Millennium Create Lists