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Goals Today:

Introduction to Millennium Acquisitions (MilACQ) - ORT Training – (ORT - On-line Request Transmission). 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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Goals Today:

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

  2. 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

  3. 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. • You’ll be notified of changes that affect the ORT workflow.

  4. 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 beginning…proof read, proof read !

  5. 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)

  6. 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.

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

  8. MilACQ Basic Display Drop-down menus Toolbar icons “Active” box is outlined in GREEN Programs : ex. Orders; Funds, Create Lists…

  9. 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

  10. DROP-DOWN MENUS: • Don’t 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

  11. DROP-DOWN MENUS, continued…

  12. Online HELP is always available…and 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

  13. Online Help Menu- Every screen has a drop-down menu for HELP- Select MANUAL; key your initials/password- Click SEARCH icon

  14. 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

  15. Both Innopac (telnet) and Millennium results display- Select Millennium help screens only! - MANUAL covers all areas: ACQ, CIRC, Lists, etc.

  16. 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

  17. Back to… TOOLBARS AT TOP OF MILACQ SCREENS • will vary depending on which screen you are in • convenient…duplicates the most used pull-down options • icon will be grey if that function can’t 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

  18. 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

  19. STEP 1: Basic Searching

  20. - A BASIC SEARCH - Select: Orders Note: This screen automatically appears when you log in using your acquisitions login (cmma1)

  21. 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

  22. Scroll up or down to see more matches • Double click title to see the record

  23. 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 mustVIEW ALL to see if there are other attached records!

  24. 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

  25. ORDER RECORD DISPLAY • Acquisition login automatically displays only order records • Click SUMMARY tab to see all attached records

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

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

  28. 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)

  29. STEP 2: Viewing Funds

  30. VIEW YOUR FUNDS • Click on FUND icon at left • Funds display alphabetically • Double-click fund name for more details

  31. Individual Fund Display - Tabs offer display options

  32. - Pie chart -

  33. - Bar chart - - Click to show graph in dollars

  34. - Recent Activity Report -

  35. - Fund Summary Report -

  36. To see funds by collection manager, scroll down to HIERARCHIES- Double click: HIERARCHIES- Double click name to see all funds for that selector

  37. Fund information by collection managerDouble click on fund type to see individual fund name

  38. STEP 3: Creating a new ORT

  39. HOW TO CREATE AN ORT… • After searching for duplicates…you decide to create an ORT • Click NEW icon- Follow prompts

  40. ORT TEMPLATES - It’s automatic! ORT bib and order templates are automatically applied when you log in using cmma1 Just follow the prompts to create your ORT

  41. 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

  42. Click NEXT

  43. KEY PROMPTED DATA • Type in Language, Country, and Author • Click NEXT or hit enter

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

  45. 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

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

  47. Verify original data entered is correct. • Click NEXT

  48. 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

  49. 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

  50. 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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