Millennium Acquisitions

1
Millennium Acquisitions

• Modified from a 2002 IUG presentation done by
  Ted Fons, Innovative Product Manager
• Acquisitions Serials

2
New features coming with Phase II

• Extended Approval Plan (handle multiple-copy
  approval and firm orders)
• Hold Alert (staff alerted if any holds on a
  title during invoice processing)
• Edit Use Tax Rates (library can edit use tax
  rates that the system uses)
• EDIFACT ordering (possible to send location and
  fund details for each copy in a multi-copy order
  using EDIFACT ordering)

3
New features coming with Phase III

• Financial Functions
• Simplified Acquisitions (eliminate need to post
  and clear payment history file automatically
  occur after invoice processing)
• Fund Adjustments (new fund and fiscal year
  appropriations also expenditure and encumbrance
  adjustments)
• Fund Activity Reports (provide a printed audit
  trail for current transactions)
• Foreign Currency Estimated Price Manager
  (recalculate estimated price for orders based on
  fluctuations in conversion rates)

4
New features coming with Phase III

• Financial Functions
• Estimated Price Manager(recalculate the
  estimated price for orders based on the actual
  cost of previous payments)
• Increase Maximum Order Links  to 200 (allows
  library to attach up to 200 orders to each
  bibliographic record)
• Increase Maximum Payment Sessions to 50 (allows
  library to have up to 50 payment sessions for
  each accounting unit)

5
New features coming with Phase III

• Receiving
• Copy-Specific Receiving (will allow the user to
  specify which copy to create items for when
  receiving a multiple-copy order)

6
New features coming with Phase III

• Management Functions
• Financial Reports (generate financial reports
  based on librarys fund hierarchies for current
  and previous fiscal years)
• Vendor Statistics Tracking (allows library to
  gauge vendor performance and record total vendor
  activity over time)
• Currency conversion table (allows library to
  establish a conversion rate for each currency)
• Usetax table (allows library to establish its
  use tax rates)

7
New features coming with Phase III

• Purchase Orders
• EDIFACT Orders (allows library to transmit
  purchase orders in EDIFACT format)
• Preferred ISBN (staff will be able to select
  specific ISBN used in an order)
• Multiple Receiving and Billing Addresses (allows
  library to maintain specific addresses for
  specific copies)
• Purchase Order Sorting (allows sorting of
  printed POs)

8
New features coming with Phase III

• Selection Lists (N/A to SWITCH)
• Multiple Funds/Locations in Templates (allows
  library to establish logical fund and location
  groups to store in templates)
• Embedded Book Reviews (uses WebBridge to
  integrate book reviews right into the selection
  list display for each title, not just link to the
  review)
• Running Totals (details spending in a selection
  list)
• Value-Added Service Charges (how much selection
  list item will cost above list price)
• Branch-specific fund and location editing
  (allows library to restrict users to editing only
  his branch codes)

9
New features coming with Phase III

• Vendor Maintenance
• 30,000 Vendors (allows library to store up to
  30,000 vendors and introduces more flexible
  vendor record

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Show improved field labels
Enhanced record display and improved editor
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Show improved field labels
12
Show improved vendor address editing
The improved editor extends to vendor and fund
editing
13
1,000 templates are available for each record type
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A template manager helps to manage each logins
preferred templates
15
Show public view
Select Public Display
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Show public view
Public Display is exactly what the patron sees
17
The Multiple Window feature In this example,
the benefit of multiple windows is the ease of
comparing two similar records.
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All Features of Release 2002, II III

• Phase 2 Enhancements List
• Online User Manual 105325
• Millennium Acquistions
• Online User Manual 100600

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General Features of Release 2002

• CREATE LISTS in all modules
• Training school by school
• Print materials Powerpoint available
• Millennium EDITOR for all modules
• One-on-one help (email me)
• Print Materials Powerpoint available
• Tutorial available on CS Direct
  (http//csdirect.iii.com/)

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CS Direct Online Help

• CS Direct http//csdirect.iii.com
• ENTER USER NAME PASSWORD
• TUTORIALS
• http//csdirect.iii.com/tutorials/
• Using Millennium Applications
• Using Millennium Editor
• Using Millennium Serials Holdings