Introduction to Millennium Acquisitions MilACQ ORT Training ORT Online Request Transmission

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Introduction to Millennium Acquisitions(MilACQ)
- ORT Training (ORT - On-line Request
Transmission)
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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

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• 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.
• Youll be notified of changes that affect the ORT
  workflow.

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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 beginningproof read, proof read !

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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)

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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.

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• TOGGLING BETWEEN MODULES
• Click on Millennium icon
• Click icon in pop-up box to switch to another
  module

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MilACQ Basic Display
Drop-down menus
Toolbar icons
Active box is outlined in GREEN
Programs ex. Orders Funds, Create Lists
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• 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

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• DROP-DOWN MENUS
• Dont 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
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DROP-DOWN MENUS, continued
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Online HELP is always availableand 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
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Online Help Menu- Every screen has a
drop-down menu for HELP- Select MANUAL key
your initials/password- Click SEARCH icon
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• 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

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Both Innopac (telnet) and Millennium results
display- Select Millennium help screens only!
- MANUAL covers all areas ACQ, CIRC, Lists,
etc.
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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
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• Back to TOOLBARS AT TOP OF MILACQ SCREENS
• will vary depending on which screen you are in
• convenientduplicates the most used pull-down
  options
• icon will be grey if that function cant 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 Scroll right / left bar
• CLOSE functions as exit key in Felix

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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

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STEP 1 Basic Searching
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- A BASIC SEARCH -

Select Orders Note This screen automatically
appears when you log in using your acquisitions
login (cmma1)
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• Select a Search Index from pull-down menu
• Key book title, ISBN, author, etc.
• Click SEARCH ( hit ENTER)

SEARCH
Scroll up or down for more options
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• Scroll up or down to see more matches
• Double click title to see the record

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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!

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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
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ORDER RECORD DISPLAY

• Acquisition login automatically displays only
  order records
• Click SUMMARY tab to see all attached records

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• Millennium and OSCAR information is the same
• Where the information displays is different
• Note STATUS is in different place on screen

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When done looking at a record Click CLOSE to
quit Bib/Order and return to search screen
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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)

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STEP 2 Viewing Funds
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VIEW YOUR FUNDS

• Click on FUND icon at left
• Funds display alphabetically
• Double-click fund name for more details

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Individual Fund Display - Tabs offer display
options
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- Pie chart -
33
- Bar chart -
- Click to show graph in dollars
34
- Recent Activity Report -
35
- Fund Summary Report -
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• To see funds by collection manager, scroll down
  to HIERARCHIES- Double click HIERARCHIES-
  Double click name to see all funds for that
  selector

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Fund information by collection managerDouble
click on fund type to see individual fund name
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STEP 3 Creating a new ORT
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• HOW TO CREATE AN ORT
• After searching for duplicatesyou decide to
  create an ORT
• Click NEW icon- Follow prompts

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• ORT TEMPLATES -

Its automatic! ORT bib and order templates are
automatically applied when you log in using
cmma1 Just follow the prompts to create your
ORT
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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

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• Click NEXT

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KEY PROMPTED DATA

• Type in Language, Country, and Author
• Click NEXT or hit enter

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• Continue prompts for TITLE, EDITION, IMPRINT,
  SERIES, OCLC and
• ISBN
• Click NEXT, after answering each prompt

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• 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

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• Key in EPRICE
• Use pull-down for currencies other than
• (U.S. dollars)
• Click NEXT

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• Verify original data entered is correct.
• Click NEXT

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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

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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

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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

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• SAVING BIB and ORDER RECORDS
• Click on SAVE icon
• Click YES to save the record
• Bravo! You have created an ORT in Millennium

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• While keying ORT, tab says New Record
• After saving ORT, tab shows Order number assigned
  to the new record

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NOTE ONCE AN ORT IS SAVED, RECORDS CAN ONLY BE
UPDATED BY BIB SEARCHER OR AUTHORIZED USER
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STEP 4 Attach an ORT to an existing bib
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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

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How to Print in MILACQ
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• - 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

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• 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!

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What about create lists (booleans)and
statistical reports?

• Training Advisory Council is doing the boolean
  (Create List) training
• Contact TAC for dates and locations

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Thank you for your time! If you have any
questions, Please contact your MOD searcher
or Marsha Hamilton 7-7461(hamilton.8_at_osu.edu), Dei
dra Herring 2-6314(herring.44_at_osu.edu), Dana
DeRose 2-6314(derose.3_at_osu.edu).