Millennium Advanced Create Lists

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Millennium Advanced Create Lists

• Terry Reese
• Oregon State University
• terry.reese_at_oregonstate.edu
• http//oregonstate.edu/reeset/presentations/index
  .html
• NWIUG Fall, 2003
• University of Portland, Oregon

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What well talk about

• Differences between character-based and
  Millennium Create Lists
• How list types are handled
• Types of searches available
• Differences between Millennium Phase II and III
  Create Lists
• Discuss the search types and how to use them
• Walk through some searches
• Questions

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Create Lists vs. Create Lists
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Create Lists vs. Create Lists

• Character-based
• Searches are limited by list type
• bib. on bibs.
• items on items
• Search via a range or on another list of the same
  type
• Easily monitor the status of a list

• Millennium lists
• Searches can be on any list type (bib.)
• I.e., bib. list on an item list
• Item list on a check-in list
• Search via range, review list, index or advanced
  search type (View Slide)
• Cannot easily monitor the status of a list

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Create Lists vs. Create Lists

• Millennium lists
• Printing/Exporting data (Phase III)
• Records can be edited directly from the create
  lists utility even while the list is in process
• Unable to script list functions
• Saving search criteria and viewing list
  information

• Character-based
• Export/print list data
• Edit records in a list (though not from the
  create lists utility)
• Lists can be created and run via a scripting
  language like expect or OCLCs OML

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Create List vs. Create List

• Other differences
• Using Millennium create lists uses one additional
  login per list
• Millennium still doesnt provide access to the
  FTS facility (though users can now export lists
  directly to ones computer)
• Millennium P III has the ability to allow scoped
  logins to search via a scope or globally via a
  database.

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Phase II vs. Phase III

• Primary differences
• Phase III has the ability to
• Printing Data from a list
• Screenshot
• Exporting List Data
• Screenshot
• Limit your searches to specific scopes within
  your database (How to set this option)
• Search both the Check-in cards and boxes
  (represents a new list type)
• Note exporting does not use FTS. This type of
  export is still not available visa Millennium.

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Create Lists Limiters

• Four Search limiters
• Two of these limiters are available in the
  Character-based two are Millennium only
• Search Limiters are
• Range (both)
• Review (both)
• Index (Millennium)
• Advanced (Millennium)

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Create Lists Limiters

• Limiter Range
• Allows the user to specify a numerical data range
  (based on bibliographic, item, order, check-in,
  etc.) record number
• Limits users search to only data elements that
  fall within the specified range.
• Useful for
• Creating lists on new data or on groups of data
  sets where specific control numbers are known A
  good example at OSU are the Marcive loads.

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Create Lists Limiters

• Limiter Review
• Allows users to search on the results of another
  review list
• Millennium doesnt enforce the same list type
  rules as the Character-based use to ? though you
  still can only search records within the III
  record relationship structure.
• Useful for
• Refining data from previous lists or for
  retrieving a subset of data from a current list.
  A good example at OSU Special Collections had
  been requesting data about their collection, so
  to speed the process, Ive been keeping a master
  list of their entire collection, and running
  subsequent lists from that master -- for
  example, locating materials from Linus Paulings
  personal library.

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Create Lists Limiters

• Limiter Indexes
• And index search is really two searches. The
  first search is an index search the second
  search is the data defined in the query.
• Useful for
• This seems to be a good search facility for
  aiding in collection assessments (I.e., searching
  between a call number range before applying your
  search criteria)

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Create Lists Limiters

• Limiter Advanced
• Ambiguous limiter that doesnt appear in the help
  file. However, from experimentation, it seems to
  allow one to limit using the Advanced Keyword
  Options.
• Useful for
• This is a hard one I generally like to use this
  search when I have something that needs a fairly
  wide net, but dont want to be querying the
  entire database if I dont have to. An example
  of how this might work, would be to search using
  the author index say for Twain, and then do a
  title search within that subset for a match on
  Huck. Using this ability, you search the entire
  database, but can do it faster than running a
  traditional query.

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Millennium Create Lists Other Advantages

• Ability to view information about lists created
  in Millennium
• Lists created in Millennium ? Users can view
  search criteria on a completed list
• Lists created in Character-base ? Users cannot
  view search criteria from either the
  character-based or Millennium

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Millennium Create Lists Other Advantages

• Ability to save and manage search criteria
• Millennium allows users to save query criteria
• Millennium allows users to edit/delete saved
  criteria
• Two important users
• Ability to save common queries or difficult
  queries so they dont need to be recreated
• Ability to use or merge saved queries when
  creating other lists.
• Saved queries can be modified by any user I.e.,
  they are not owned by the user tat created it.

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Millennium Create Lists Other Advantages

• Grouping Criteria
• Millennium allows users to group criteria
• Grouping allows users to use multiple Boolean
  criteria when creating lists
• Example (Call Number has G or Call Number has
  GB) and (856u ltgt blank or 856ultgtconnect to
  this resource online)
• While a lot of this could be accomplished in the
  Character-based system?it wasnt accomplished as
  easily (I.e., required a lot of repetition of
  criteria).

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Examples
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Questions?
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References

• You can find additional information in the III
  documentation at the following pages
• How Millennium Create List deals with logins
  Page 105323
• Searching within a scope Page 105528
• Specifying search criteria Page 100673
• Create List main manual page Page 100665