SWITCH Library Consortium Millennium Reserves Manual
Contents
1. 1 9 3 18 To add another folder and another PDF to the same ITEM record click ONCE on the Media Manager at the top of the hierarchy or tree and click on the Add New Media set button View bib b15513646 X 2 B a Ada Mediaset _ Click once on the Media Manager folder top of the NE hierarchy to the left and ations for E Reserves then on the Add Media Set i The Challenge of E Reserves CUWSWITO gt E Questions from 1 8 2003 SWITCH Day on button above 19 Follow the steps above to fill in the Media Set Description box for each new PDF For an example of a record that has multiple PDF s attached to one item record see CUW MSN 551 851 in TOPCAT 20 The article is now attached to the bib item record and will appear in TOPCAT when you do a search by the course or instructor name IMPT NOTES TO READ lf you wanted to Link to a URL choose the Link URL button within the Media Manager window and insert the web address including the http for more information on this please see 105236 of the manual You need to have separate folders for each different types of media e g web sites PDF s etc the Media Manager click on the MEDIA button found on the main toolbar AND there can only be ONE PDF PER FOLDER In other words each folder represents one PDF file You are in charge of removing PDFs See Deleting Electronic Reserve Articles amp Bibs Basically what you do is RIGHT CLICK to view2. B10 OR u u ua d o we a Sy p YeReply with Changes End Review z Arial 710 7 B Z USFS SBS o Wa FEA Al fe Fri 08 01 03 gt Wed 12 31 03 E Type a question for help l x Yv x p p156575 p166575 p198792 p198791 p166575 p166575 p198788 p166575 p166575 p198792 p198791 p166575 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Date Time Publisher Article Nur Bib Rec Ni Article Title Cpyrt PCh Cpyrt PCh Cpyrt PCh Cpyrt VCh Cpyrt VCh Cpyrt YCh Cpyrt TotC Patron NurLib Ptch pg T 0 2403 b1663910 What is th 0 00 0 00 0 00 0 00 0 00 0 00 0 00 FAH CSUNRSS 1428 61462685 Patterns oi 0 00 0 00 0 00 0 00 0 00 0 00 0 00 atte CSUNRSS 1428 61462685 Patterns oi 0 00 0 00 0 00 0 00 0 00 0 00 0 00 TH CSUNRSS 1428 61462685 Patterns oi 0 00 0 00 0 00 0 00 0 00 0 00 0 00 fate CSUNRSS 1428 61462685 Patterns oi 0 00 0 00 0 00 0 00 0 00 0 00 0 00 TH CSUNRSS 1429 b1462686 From Carp 0 00 0 00 0 00 0 00 0 00 0 00 0 00 fate CSUNRSS 1430 61462687 A Treatise 0 00 0 00 0 00 0 00 0 00 0 00 0 00 TARE CSUNRSS 1430 b1462687 A Treatise 0 00 0 00 0 00 0 00 0 00 0 00 0 00 att CSUNRSS 1431 61462688 The focus 0 00 0 00 0 00 0 00 0 00 0 00 0 00 TARE CSUNRSS 1431 614682688 The focus 0 00 0 00 0 00 0 00 0 00 0 00 0 00 att CSUNRSS 1431 61462688 The focus 0 00 0 00 0 00 0 00 0 00 0 00 0 00 HHHH CSUNR
3. SWITCH Libraries Alverno Concordia Stritch Wis MAIN MENU a NAVIGATION BAR 1 Goto the COURSE RESERVES mode 2 Search for an existing reserves record in TOPCAT by p for professor s name or r for course name 3 Highlight amp select the correct reserve record It will then display at the top of the Millennium main window TO REMOVE OR TAKE ITEMS OFF OF A RESERVE RECORD 4 Highlight the item or items you want to take off reserve Then choose the Remove Items button WAYS TO SELECT MULTIPLE ITEMS IN A LIST a Checkmark the small check boxes to the left of each item you need b To highlight several items sequentially next to each other in a list highlight the first item you need then go to the last item you need hold down the SHIFT key and select the last item while the first is still selected It will select all the items in between along with the first and last items or C To highlight several items NOT sequentially next to each other in a list highlight the first item you need then hold down the CTRL key as you select the other items in the list you need Millennium Circulation SWITCH Libraries Alverno Concordia stritel Ada tems Remove tems Change Status A a Au Stas Jot Location Callan r x Een 5 The system should then display a small confirmation dialog box see above It will indicate the number of errors vs successes The item or items are now removed from the reserv
4. button on the toolbar and you will return back to the reserve record 16 Now click the Add Items button 17 The system will bring up a new window Place item bib on reserve From here you will search for the new bib amp item you just created and add them to the reserve record Search for the bib amp item using whichever index you prefer Typically searching by title or barcode is the best way to retrieve specific items quickly Place item bib on reserve SWITCH Staff i X tme fstarr training Search 18 Select the correct record you need Double click on the desired line to bring up the bib with all of its attached records If you select the wrong record and need to go back click the Browse button on the toolbar 19 In the middle and the left of the screen locate the Summary tab Be sure the View area is displaying ITEM records When viewing the attached item records please check the LOC code to make sure the record begins with your school s abbreviation your record 1 7 4 20 When you locate the correct item record click on the Add Selected Item button to attach the item record to your course reserve record If by chance you are under the Item record tab then choose the Add Item button which will also attach the record to the reserve record 21 Fill in the Course Reserve Settings box that pops up x EEA The LOC code represents your school s reserve mn I location e g sfres Use the pull d
5. created reserve records created a new bib amp item for the work See Attaching a Bib amp Item to a Reserve Record and scanned the document s you need Following the creation of PDFs you will need to import the PDFs into TOPCAT using the Millennium Media Manager found in MilCirc Creating PDF files Your originals should be single sided and be in good condition If they are not it is recommended that you make new single sided copies on a photocopier before attempting to scan them using the ADF Automatic Document Feeder 1 10 11 Begin by inserting the document into the ADF of the scanner Make sure the purple lever is at the forward or 1 position Insert the documents face up and then move the lever back to the 3 position Open Adobe Acrobat software With the mouse go to the main menu at top amp choose File gt Create PDF gt From Scanner Click on the Scan button STEPS 5 6 Don t Apply to SFS scanner This will now open HP Precision Scan Pro to do the actual scanning Click on the Load Settings button NOTE It may take a little while for this to come up Make sure ADF Letter Scan appears in the window and select Load If you get lost look on the main menu under Scan Load Settings but again it might just be slow Click the Scan button The scanner will now scan the documents you placed in the ADF When it finishes scanning all the documents in the ADF it will ask you if you are Done or if there ar
6. of records by choosing the Print button on the toolbar or File Print Table Standard Printer e Change the status of one or more items in the list by selecting the items by line and then choosing the Change Status button 1 4 2 Millennium Reserves CHANGING THE STATUS ON ITEMS ATTACHED TO A RESERVE RECORD 100261 NOTE A reserve record is considered ACTIVE if at least one active record is attached to the reserve record A reserve record is consider INACTIVE if all of its attached records are inactive or _ if no records are attached to the reserve record Accessing Millennium Circulation 1 Start Programs Millennium or click on the P Username irnilcire Millennium icon on your desktop Ee E fame 2 The Java script box appears amp runs This 5 MilCirc to work Ok CANCEL ALWAYS need to be on minimized for 3 Enter your username and password Millennium Circulation will then come up TOOLBAR features commonly used commands Millennium Circulation SWITCH Libraries Alverno Concordia Stritch Wis MAIN MENU NAVIGATION BAR To change the active inactive status of a bib item attached to a course you can either follow the instructions to LIST RECORDS WHOSE STATUS SHOULD CHANGE or manually bring up a specific reserve record and change the status on one or more attached records These instructions will cover the later choice CHANGING THE STATUS ON INDIVIDUAL RECORDS ATTACHED TO A RESERVE RECO
7. so long as the items attached belong only to your library POC e cere ere re reese eee eee rere Ese EEE EEE SOTO ESE EOL EE ODES EOE EEO EE SOSH DEE TOE EEO SE SEED OUST OEE TO SEED EO TOS OEE TE SEED EU TOT OSES SOT TESTES OTE EO DEES OS HODES EE EU TE SESE OO EET OE ESOS OTD SOLOS OES SEES ES TOTES E TE SOT DESDE LOTUS DES SOS EEO EE EOE EEE TESTE TOUTES OSES SOTO EO TOS OOS SEEDS O TOTES ESE SOT EEO TES OTE SO OES SOE HODES ESET OEE S SEES E ESOS ETE SEED ELE DEE TEE Ee 1 3 2 Millennium Reserves LISTING RECORDS WHOSE STATUS SHOULD CHANGE 100260 Accessing Millennium Circulation Vy Enter Login and Password a 1 Start Programs Millennium or click on the os Username irnilcire Millennium icon on your desktop i 2 The Java script box appears amp runs This Password ALWAYS need to be on minimized for MilCirc to work OK CANCEL 3 Enter your username and password Millennium Circulation will then come up TOOLBAR features commonly used commands File Edit View Go Admin Options Help MAIN MENU ae P r _ gt fa Course Reserves S B gt Q 5 B New vV z PROFESSOR COURSE Millennium 22 1 COUR NOTE G f yee Desk Ee Z Index lp PROFESSOR v oe Az ENTRIES NAVIGATION f Check In BAR quit Search Holds ee Course Reserwes 1 Goto the COURSE RESERVES mode 2 Go up to the main menu and choose Options Records whos
8. 03 Created 08 12 2003 Revisions 4 Save curs CAT DATE 08 20 2003 SUPPRESS y SUPPRESS ciaze aro BIBL L m MONOGRAPH COUNTRY Undefined LIBRARY csu CSU MAT TYPE t SWITCH Information Literacy Resources n For SWITCH Staff Referral 5 The system will then bring up a dialog box asking if you want to delete the bib as well as all attached records Choose YES to delete the bib as well as your attached item record s Y Delete record E x Delete BIBLIOGRAPHIC record b1570083 and all attached records Yes No 6 After deleting the bib you will be taken back to the search screen of the Search Holds mode 1 10 3 Millennium Reserves DOWNLOADING E RESERVES STATS FROM WEB MANAGEMENT REPORTS Start by Accessing Web Management Reports l 2 Go to http topcat switchinc org manage Web Management Reports will come up m Welcome to the Main Menu always takes you to this menu screen n T i TEE iT i E Ph Bo L a Hrs z ss E i W o o Yai i Fa i zi E ii te pei c K A le MILLENNIUM WEB MANAGEMENT REPORTS Browser requirements IE 4 01 or up Netscape 3 0 or up Mac OS 7 1 or up rey i ta i Fi A z 4 Er a F J Steps to Locate and Download E Reserves Statistics 3 4 Locate the User Access category Select the E Reserves button Enter in your initials and password to access the report Look at the far left then select the report you need such as Summary Stati
9. CHING ITEMS FROM THE LIBRARY COLLECTION TO A RESERVE RECORD These instructions assume you have already created a reserve record If you have not please see the instructions for Creating a New Reserve Record on the SWITCH Staff Support web page Accessing Millennium Circulation 1 Start Programs Millennium or click on the e Millennium icon on your desktop Username mitcit 2 The Java script box appears amp runs This Password ALWAYS need to be on minimized for MilCirc to work OK CANCEL 3 Enter your username and password for Mil Circ Millennium Circulation will then come up TOOLBAR features commonly used commands Millennium Circulation SWITCH Libraries Alverno Concordia Stritch Wis SE NAVIGATION BAR 4 Make sure you are in the COURSE RESERVES mode 5 Search for an existing course reserve r record by professor s last name or by course name If there is no reserve record follow the instructions for Creating a New Reserve Record 6 Highlight amp select the correct reserve record to bring it up It will then display at the top of the Millennium main window 7 Click on the ADD ITEMS button in the middle of the screen to search for items in your library s collection that are in TOPCAT 1 6 1 Millennium Circulation SWITCH Libraries Alve m I File Edit View Go Tools Admin Options Help c Course Reserves 2 By cy View Edit Brows Print G
10. DELETE ALL ELECTRONIC ARTICLES amp THE BIB ITEM 1 Follow the steps above to delete any and all remaining media sets folders in the item record 2 Save the record and click on the Summary button on the toolbar The Close button will close out of the record in which case you have to run the search for the correct bib item again 3 From the Summary screen which looks like the one below choose the Edit button from the toolbar to go into the edit mode of the bibliographic record 1 10 2 Millennium Circulation SWITCH Libraries Al i File Edit View Go Tools Admin Help lol x Search Holds by Title fm s Qe s View Edit Media 4 Browse Export Print Close Ea 2 AUTHOR SWITCH Office i TITLE Resources from SWITCH Day LOCATIONS csu i eee H Summary Record i20765848 Oltem LevelHolds 0 Bookings 0 Bib Level Holds gt View h Holds Bookings 7 Hold Selected item Z Book Selected Item All X Search Holds 5 ii ma Recnum Call Num Barcode Location Due Date l Holds l Bookings Clear Holdshelf 20765848 SWITCH Day Resour No Barcode csu3d AVAILABLE 4 Once you are within the Edit Bib screen go under the File menu and choose the Delete Bibliographic Record option Y View bib b15700835 X File Edit View Go Delete Bibliographic Record re E ate 5 P A PrevousRecord Cir o ai i Print Standard Printer ctr p 20
11. M STATUS Active or Inactive You can also set whether or not you want the course name to display as the call number See the image below Millennium Circulation SWITCH Libraries Alverno Conc _ ol x File Edit View Go Tools Admin Options Help Course Reserves es FF Ba Ss whaw Fdit Browse Print Close i pee Course Reserve Se X l PROFESSOR Schmid ao court Use COURSE switcy Location COURSE Informa csumn x Create Lists ea yne OO Course List Display course name as call number Item status mie Active Status Until Location Call Num Zi Training test 11 Bi until end of the course ive 05 17 20 csumn Test c 1 J Training test 17 Bi ve 05 17 20 csumn Test 7 O until 05 17 2004 A Inactive Bookings Maint 5i OK Cancel Bookings Event 6 Make the necessary changes depending on whether you are changing the record s to be ACTIVE or INACTIVE Then choose OK 7 Millennium Circ will display a confirmation dialog box letting you know the number of records whose status changed successfully as well as how many errors there were RESULT x Operation complete Successful 2 Errors O 8 If you need to print the table you can do so by choosing Print button on the toolbar or File Print Table Standard Printer from the main menu 9 Choose the Close button to return to the main Reserves mode or File Close from the main menu 1 5 2 Millennium Reserves ATTA
12. MENU ene NAVIGATION BAR ii 4 Make sure you are in the COURSE RESERVES mode 5 Search for an existing course reserve r record by professor s last name or by course name If there is no reserve record follow the instructions for Creating a New Reserve Record 6 Highlight amp select the correct reserve record to bring it up It will then display at the top of the Millennium main window For personal copies photocopied articles and e reserve items there must be a bib amp item attached to a reserve record Follow these steps to create a new brief bib amp item record IMPT If you already have a bib item created amp attached to a reserve record and you simply want to IMPORT A PDF into a reserve record see the instructions under Importing PDF s into a Reserve record 1 7 1 7 Tocreate a new bib amp item go to the main menu and select Options Key a New Bib Item Record Millennium Circulation SWITCH Libraries Alverno Concordia Stritch Wis 11045179 File Edit View Go Admin Options Help Key a Bibliographic Item record Q Z Course Reserves Records whose status should change Browse Print 71045179 ES 5 x Close quit PROFESSOR Schmidt Jenny Search Holds PROFESSOR SWITCH COURSE SWATCH Day Copyright ib COURSE Copyright SWITCH Day January 2003 COURNOTE Permanent Reserve Course Reserves eee iit Count Use pi Location CallNum view Hoods j Resource
13. NOS 4 Be sure to fill in the necessary field information for a reserve record likely e BEGIN DATE END DATE LIB your library code PROFESSOR Last name First name COURSE RESERVE NAME you can put in more than one name to help students find the course NOTE or another field Keep in mind if you are using a wizard and want to ADD VARIABLE FIELDS to a new record you need to wait until all dialog boxes finished displaying and Save the record Then choose the Insert button on the toolbar to choose and insert the variable field you want to add 5 Save the record using Ctrl S or the Save button on the toolbar Click on the Summary button to go back to the previous screen 6 Once the reserve record has been created you may attach items to the record Follow the appropriate set of instructions see SWITCH Reserves web page depending on if you are attaching an item from your library s collection Attaching Items From Your Collection OR if you re attaching a bib amp item for any personal copies photocopied items or for electronic items typically in the form of PDF s Attaching Bib amp Items to a Reserve Record Millennium Reserves EDITING AND DELETING A RESERVE RECORD 105541 and 105543 Accessing Millennium Circulation 1 Start Programs Millennium or click on the on Usematse mici Millennium icon on your desktop a fo 2 The Java script box appears amp runs This Password rr ALWAYS need to be on minim
14. RD 1 Goto the COURSE RESERVES mode 2 Search for an existing reserves record in TOPCAT by p for professor s name or r for course name 3 Highlight amp select the correct reserve record It will then display at the top of the Millennium main window See the image below 1 5 1 Millennium Circulation SWITCH Libraries Alve File Edit View Go Tools Admin Options Help Course Reserves eq E B Q amp view Edit Browse Print Close eee iil Count Use Create Lists 71046822 PROFESSOR Schmidt Jennifer COURSE SWITCH Staff COURSE Information Literacy Course List aaa items Remove Items f Change Status Author Status Location Call Num v Training test 11 Bruce L Baker et al computer file Baker B Active 05 17 20 csumn Test c 1 Training test 17 Bruce L Baker et al computer file Baker B Active 05 17 20 csumn Test Data Exchange hderne Potrans oF 4 Select one or more of the attached records whose status you want to change 5 Choose the Change Status button Millennium Circulation will prompt you to change the Course Reserve Settings for the highlighted records You now need to make changes based on whether the Status is changing from Active to Inactive or vice versa The fields to change include the LOC and ITYPE fields ignore the ITYPE field unless you have set up something with the SWITCH Office the ITE
15. SS 1431 61462688 The focus 0 00 0 00 0 00 0 00 0 00 0 00 0 00 fate CSUNRSS 1432 61462690 Nursing s 0 00 0 00 0 00 0 00 0 00 0 00 0 00 eee d d d amd 21 You now need to format and manipulate the data to control the report s appearance Remember to go to File Save As to save the new document as an Excel spreadsheet or xls file IMPT Whenever you see pound symbols within Excel as they display above that indicates that there is not enough room in the column to display the data Drag over the 22 For other help see Two Ways to Get Data from WMR into Excel 1 11 4 Two Ways to Get Data from WMR into Microsoft Excel Copying amp Paste Option for Web Management Reports l Create a report using Web Management Reports WMR http topcat switchinc org manage 2 Highlight parts or all of a report Then copy and paste the data into a new Microsoft Excel document When first pasting data into the Excel file be sure your cursor is in the first cell at the top left A1 3 If you copied over the entire report and would like to sort by PUBLISHER CODE in order to remove the records from other libraries select that column a Go to the top of the Excel worksheet where the columns are lettered and in gray cells b With the mouse go to the column you want to highlight and click once on the gray cell c The whole column should now be highlighted Now SORT the column alphabe
16. SWITCH Library Consortium Milwaukee Wisconsin millennium Millennium Course Reserves Manual 105292 To access the Course Reserves mode you must be authorized for functions 48 Course reserves and 171 View course records To edit course records you must be authorized for function 174 Update course records The Course Reserves mode will not be available grayed out if there are no course records in your database RESERVE MAINTENANCE CREATING A RESERVE RECORD 100280 and 100270 EDITING AND DELETING A RESERVE RECORD TAKING ITEMS OFF OF RESERVE 100258 LISTING RECORDS WHOSE STATUS SHOULD CHANGE 100260 CHANGING THE STATUS ON ITEMS ATTACHED TO A RESERVE RECORD 100261 RESERVES FROM THE LIBRARY COLLECTION ATTACHING ITEMS FROM THE COLLECTION TO A RESERVE RECORD 1 6 HANDLING PERSONAL COPIES amp PHOTOCOPIES ATTACHING A BIB amp ITEM TO A RESERVE RECORD 100256 E7 E RESERVES INSTRUCTIONS ATTACHING A BIB amp ITEM TO A RESERVE RECORD 100256 1 7 CREATING PDFs FOR E RESERVE ITEMS USING ADOBE ACROBAT IMPORTING PDFs INTO A RESERVE RECORD DELETING PDFs AND DELETING BIB ITEMS FROM A RESERVE RECORD 1 10 Follow these instructions to remove PDFs from our TOPCAT server Delete the PDF FIRST before deleting the bib item RESERVE STATISTICS DOWNLOADING E RESERVE STATS FROM WEB MANAGEMENT REPORTS TWO WAYS TO GET DATA FROM WMR INTO EXCEL EXCEL MACROS HELP jis Millenniu
17. a jf1046822 PROFESSOR Schmidt Jennifer COURSE SWITCH Staff COURSE Information Literacy Count Use Course List ada items All Tite ss Author Status Until Location Call Num E 8 The system will bring up a new window Place item bib on Reserve From here you will search for a specific bib item and then add it to the reserve record you have up Search for the desired item using whichever index you prefer In the example below we are using the Title index to search for a work titled Staff Training Place item bib on reserve SWITCH Staff E X File Edit View Go Tools Help AUTHOR TITLE IMPRINT Index ft TITLE bad staff training Search TITLE _ ENTRIES 9 Select the correct record you need Double click on the desired line to bring up the bib with all of its attached records If you select the wrong record and need to go back click the Browse button on the toolbar 10 In the middle and the left of the screen locate the Summary tab Be sure the View area is displaying ITEM records When viewing the attached item records please check the LOC code to make sure the record begins with your school s abbreviation your record Summary Recordi11488967 Oltem LevelHolds 0 Bib Level Holds Attach New item AddSelecteditem s Select RECORD NUMBER DUE LOC VOLUME BARCODE 14 i11488967 csumn 25051000332092 11 When you locate the correct item record clic
18. chmidt Jennifer COURSE SWITCH Staff COURSE Information Literacy 5 Edit any fixed or variable fields as needed Then save using the Save button or Cirl S 6 Close the record using the Close button on the toolbar TO DELETE A RESERVE RECORD 4 Click the Edit button on the toolbar to go into the Edit mode of the reserve record 5 Choose File Delete Course Record on the main menu toznium Circace ion SWITCH Libraries Alverno Concordia _ ol x 2 8 20 2003 5 17 2004 Schmidt Jennifer SWITCH Staff Information Literacy csu CSU y SUPPRESSED mi o COURSE _ g 6 The system will prompt you to delete the course record It will let you know if you still have items attached to the reserve record There cannot be any items attached to a reserve record when you want to SK x delete the record 7 After deleting the record the system will take you back to the search screen for the Reserves mode 1 2 2 Millennium Reserves TAKING ITEMS OFF OF RESERVE 100258 Accessing Millennium Circulation 1 Start Programs Millennium or click on the P neers am Millennium icon on your desktop 2 The Java script box appears amp runs This Password ALWAYS need to be on minimized for MilCirc to work OK CANCEL 3 Enter your username and password Millennium Circulation will then come up TOOLBAR features commonly used commands Millennium Circulation
19. e more pages to scan At this point if you are done simple click the Done bution If you have more pages to add click the Next button You will then need to go back to Step 5 and Load Settings again If you get lost look on the main menu under Scan Load Settings but again it might just be slow When you click Done Acrobat will show you the scanned documents Make sure the scans look good and that all the pages are there Use the mouse to go to File Save As and save the document in a place that you have created on your hard drive for saving Electronic reserve documents At this point if you have more documents to scan you can go to File Close to close the current document and then go back to Step 1 to scan additional documents 12 Now follow the instructions for Importing a PDF File into a Reserve Record 1 8 1 Millennium Reserves IMPORTING PDFs INTO A RESERVE RECORD IMPORTANT Follow these instructions for PDFs to be put on reserve as electronic reserve items To import PDF s there must be a bib amp item attached to a reserve record If you have not done so already follow the instructions above for Attaching a Bib amp Item to a Reserve Record This is needed for any e reserve item Accessing Millennium Circulation a Z 1 2 3 EERS xj Start Programs Millennium or click on the a 2 Millennium icon on your desktop Username milcird_ The Java script box appears amp runs This ALWAYS Password
20. e macro a name and store it in Personal Macro Workbook Choose a letter for this macro shortcut Hit OK to start recording d Perform those commands you would like to include in the macro Some suggestions are on the back Hit the Stop button to end recording the macro Please see this page on the SWITCH Staff Web Site for more information http caspian switchinc org tutorials staff circres pubc html 1 12 1 A FEW SUGGESTIONS FOR FORMATTING COMMANDS YOU COULD INCLUDE IN A MACRO e Highlight the first row and delete it e Sort the Publisher Code column This will help you identify records from other libraries that you can remove later To do this first select the column To highlight a column go to the top of the worksheet where the columns are lettered and in gray cells Find the column you need and click once on the gray lettered cell for that column The column should now be selected Afterwards choose Data Sort to sort the column in ascending or descending order e Insert a row at the very top of the sheet Click once on Cell 1 then choose Insert Row from the main menu e Merge this first row and insert a report heading To merge cells highlight the row and choose the Merge button from the Formatting toolbar 5 e Delete any unneeded columns To do so highlight the column and choose Edit Delete from the main menu e Insert gridlines into your report To do so select all cells click once on
21. e record IMPORTANT Whenever you remove an item from reserve Mil Circ automatically uses the data in the SAVE ITEM field to restore the values of the LOC ITYPE and TOT CHKOUT fields It also adds a RESERVE NOTE to the record indicating the date the item was placed ON or OFF reserves and for what course 6 If you remove all of the items attached to a given reserve record the system will ask you if you want to DELETE the course reserve record The message will look like this x 7 Choose the Close button on the toolbar to return back to the main Course Reserves mode display e E E E RMU E RR E S en RR E nS A ARO RAND E E AE S Ah ne nA RE nag eR ASE E E ae ng aA AOR E E E _ IMPORTANT If you need to actually DELETE the BIB amp ITEM for a particular work 1 Go to the Search Holds mode of Millennium Circulation and search for the given item by title or barcode 2 Bring up the correct item make sure it s from your library If there are other ITEMS from other libraries do not delete the bib as it is in use Delete the ITEM ONLY a Go into the ITEM record TAB for the correct item record b Choose File Delete Item record from the main menu 3 If you can safely delete the bib and the item a Choose the Edit button on the toolbar to go into the Edit mode of the BIB record b Choose File Delete Bibliographic record from the main menu c The system will ask if you want to delete any attached items You may do so
22. e status should change Millennium Circt ima File Edit View Go Tools Admin Options Help c R Key a Bibliographic item record ourse Reserves Records whose status should change PROFESSOR COURSE COUR NOTE PSWD Index RECORD v ENTRIES O 3 Millennium Circulation will then display that looks like the one below 1 4 1 Records whose status should change 1000007 11053188 09 24 2004 09 24 2004 From this screen you ll want to search for records using a BOOLEAN REVIEW FILE list of reserve records you ve already created of your library s reserve records If you need to create a list of reserve records go to the Create Lists mode of Millennium Circulation and then come back at another time Under the Current Item Status option choose to view records whose status is currently Active or Inactive Under the Records whose status should change area use the After and Before boxes to specify the date s during which the status of the records should change You can specify a singe day by entering the same day in both boxes Choose Search to initiate the request The system will bring up any matching bib amp item records listing them at the bottom of the screen From here you can e View either the bib or item record for any record listed To do so select the line and RIGHT CLICK ONCE then choose either the View this Bib command or the View this Item command e Print the list
23. en you are done adding items VIEWING A RESERVE RECORD IN TOPCAT Go to TOPCAT the online catalog hitp topcat switchinc org Search for your reserve record either by professor s last name or by course name View the reserve record and the attached items a b C d Make changes in Millennium Circulation Course Reserves mode accordingly 1 6 3 Millennium Reserves ATTACHING A BIB amp ITEM TO A RESERVE RECORD 100256 eee eS a ed Ga DN Personal Copies Photocopied Items amp or PDF s E Reserves For personal copies of materials photocopied articles and e reserve items there must be a bib amp item attached to a reserve record Follow these steps to create a new brief bib amp item record IMPT If you already have a bib item created amp attached to a reserve record and you simply want to IMPORT A PDF into a reserve record see the instructions under Importing PDF s into a Reserve record Accessing Millennium Circulation 1 Start Programs Millennium or click on the Millennium icon on your desktop a Username milcirc 2 The Java script box appears amp runs This ALWAYS Password need to be on minimized for MilCirc to work 3 Enter your username and password to login to OK CANCEL Mil Circ Millennium Circulation will then come up TOOLBAR features commonly used commands Millennium Circulation SWITCH Libraries Alverno Concordia Stritch Wis MAIN
24. es template within which you will fill in information in the Add New Record New COURSE x q Add New Record New COURSE x File Edit View Tools Help i Fle Edit View Tools Help Ss l Lr A E 3 Print IW Insert Save Print Cancel i Select Template m New COURSE Last Updated 09 14 2004 Created 09 14 2004 Revisions 0 accr Alverno Course Reserves e BEGIN DATE i cuwcr Concordia Course Reserves END DATE 05 17 1996 wiccr WI Lutheran Course Reserves Hs _ micr MIAD Course Reserve g gt f PROFESSOR l Select Cancel a COURSE i COURSE New COURSE Last Updated 09 14 2004 Created 09 14 2004 Revisions 0 gt COURSE Edit Data x BEGIN DATE END DATE 12 31 2003 BEGIN DATE E Next Cancel New Record Creation i gt PROFESSOR i gt COURSE i gt COURSE COUR NOTE System prompts user to select a template System goes directly into a pre selected template LL aS oa r T eee eee e eee eeoeeeeeeee seers eee seee see eeeeeeeeese sees see EEE e ESOT EE EOE EE EEO OEE EEE SES SEE TEEOEEOUEEEOESEEEOOSSEEOESEEEEOEEE SEES E EEO EEEEEEOTESEEEEEO EES OS EEE EEOSEE EOS E ESET EEEOESEEEEOOEEEEOSEEEEOSEEEEESSEEESEEOEESOSEO ESET ESET SEES OOS EEEOSSESS ESTEE EEESEE SEO OEE SEE SESE DOE ET EES OSEEEEEEE TOTS EEEETEE SOOT ELEOETEEEOSSEOEESOSE SES HES SOOO S EEE OES SESE TEE E OOS CONTROLLING TEMPLATES To pre select a specific reserves record te
25. form in the Millennium Media Manager window 1 9 2 View bib b16669630 j Media Manager ec IMPORTANT The system requires separate folders for each type of media e g web sites vs PDF files vs sound files etc AND there cant include spaces or non alphanumeric characters This code allows you to view statistics using Mil Web Management Reports User Access E Reserves can only be ONE PDF PER FOLDER In other words each folder represents Media Manaaer Window _trmgort te scan importu Linkur 13 Fill in the first 2 fields of the Media Set Description box below TITLE You ll likely want to use the name of the article chapter for the title Whatever you fill in for the title will display at the left of the Media _ Manager window as a folder PUBLISHER CODE The publisher code must begin with your school s abbreviations and Media Manager Developing a Copyright Policy CUWWSWI Copyright Considerations for E Reserves EJ The Challenge of E Res E Questions from 1 8 20 SWITCH Day o New Media Set 000 14 UNCHECK the Use Image Viewer box enables use of Adobe s viewing software 15 Click the Import File button at the bottom of the Media Manager window 16 Navigate amp find your PDF as with any file manager click Open The system will load your PDF under the media set folder 17 Click the Save button or CTRL s
26. he Save option and save to the desktop The file will default to the name download_1x1 You may keep or change this 12 Open Microsoft Excel 13 Choose the Open File command under File on the main menu or the ie icon 14 Navigate to the desktop to find the saved file named download_1x1 or something else Make sure you are displaying TEXT files since this is the type of file you are downloading If you don t see this file make sure to change Files of Type to All Files or Text Files within the Open File dialog box 1 11 2 Open le if 2 x Look in E Desktop Q X Gy E Toos ay My Documents 1 My Computer j My Recent My Network Places Documents files calculators_files HAIR innovate_files jobhelp4serials_files ay libran_calendar _files rlg_files My Documents staffrain_files tempimages My Computer File name Files of type Text Files prn txt csv Cancel 1 15 Select the file and click Open 16 A Text Import Wizard will come up Use this to import the data in user delimited file format 17 Choose the Delimited format and click on the button ui Text Wizard has determined that your data is Delimited ap choose Next or choose the data type that best describes your data Choose the file type that DAs f Delimited Fixed width Overnight Reserve amp 08 154 18 Under the Delimiters area check Other and use the key pipe o
27. ile Edit View Go Tools Admin Options Help Course Reserves B C view Edit Browse Print Close lo x 11046822 PROFESSOR Schmidt Jennifer COURSE SWITCH Staff COURSE Information Literacy Count Use Create Lists ads Home Ramae tams Change Status Location Call Num vi Training test 12 Bru s al Baker B Active 05 17 20 tst Test Remowe this item Remove this bib s items Change this item s status View bib and item s Print Table Standard Printer EA Data Exchange 22 Bookings Maint Sesel hed 10 With the bib amp item displaying click on the MEDIA button on the toolbar See below View bib b16669630 E Fie Edit View Go Tools Help h16669630 Ee AUTHOR Baker Bruce L TITLE Training test 12 Bruce L Baker et al computer file LOCATIONS csu Summary Record i22216820 Oltem Level Holds 0 Bib Level Holds View i item Select RECORDNUMBER DUE LOC VOLUME BARCODE M4 tst 22216820 11 Click on the Add Media Set button x File Edit View Go Tools Help View Edit Summary Close aia t Add Media Set AUTHOR Baker Bruce L LL TITLE Training test 12 Bruce L Baker et al Computer file IMPRINT Champaign IIl Research Press c 1976 Media Manager I Media Manager 12 The system asks you to complete a new Media Set Description by filling out the
28. item record template from which you will create the new record Select the appropriate Reserve template for your library itinrg Loan Request itotf On the Fly Item itacsr itacsr Alverno Ser Update Ser Update ithook Mat Booking 1 AVAILABLE 0 DEFAULT CIRC 0 00 1 7 3 CREATING amp EDITING TEMPLATES To create a new template or edit an existing template go to Admin Settings Templates For more information see Managing Templates for New Records 105825 of the Innovative user manual or contact the SWITCH office 13 Fill in the NEW ITEM RECORD template Be sure that the following fields are filled LOC use a code that indicate the item is on reserves i e sfres ITYPE should be 0 unless you have connected with the SWITCH office to set up COPY No BARCODE VOLUME insert call number information here It will display where the call no info goes AGENCY optional for these records NOTE i e Personal Copy or other notes When the item is removed from a reserve record the system automatically inserts a note into the item record including a date when it was removed Any other fields you need press Enter in the variable field area or click the Insert button on the toolbar to insert a new variable field Sa ao oe 14 When you finish filling in data for each required field of the item record template save the record by selecting the Save button on the toolbar or Ctrl S 15 Click the Close
29. ized for MilCirc to work OK CANCEL 3 Enter your username and password Millennium Circulation will then come up TOOLBAR features commonly used commands M AIN MENU File Edit View Go Admin Options Help oa gt 6 Course Reserves S w E QA 5 vV z PROFESSOR il COURSE Millennium i COUR NOTE G Circulation Desk A Index lp PROFESSOR v E ENTRIES NAVIGATION gt BAR T Search Holds oe Course Reserves ts 1 Make sure you are in the COURSE RESERVES mode 2 Search for an existing reserves record in TOPCAT by p for professor s name or r for course name 3 Highlight amp select the correct reserve record to bring it up It will then display at the top of the Millennium main window Millennium Circulation SWITCH Libraries Alve _ o x File Edit View Go Tools Admin Options Help e Course Reserves e E Ta View Edit Browse Print Close a r 1046822 PROFESSOR Schmidt Jennifer COURSE SWITCH Staff COURSE Information Literacy ETEA Chango Status Location CallNum vi Training test 17 Bruce L Baker et al computer file Baker B Active 05 17 20 csumn Test 1 2 1 TO EDIT A RESERVE RECORD 4 Click the Edit button on the toolbar to go into the Edit mode of the reserve record Millennium Circulation SWITCH Libraries Alverno Concordia hs 20 2003 05 17 2004 csu CSU yY SUPPRESSED PROFESSOR S
30. k on the Add Selected Item button to attach the item record to your course reserve record 1 6 2 12 If by chance you are under the Item record tab then choose the Add Item button which will also attach the record to the reserve record 13 Fill in the Course Reserve Settings box that pops up Course Reserve XI The LOC code represents your school s reserve location e g sfres Use the pull down arrow to locate the correct code or type it in TYPE leave at 0 unless your library has a code set up CSU does DISPLAY COURSE NAME AS THE CALL NUMBER optional depending on your school s needs ACTIVE UNTIL DATE highlight this radio button and enter in a date that the reserve item will be active until This date will help you retrieve reserve items later to put into a list review file You may want to use the same Active Until Date for all reserve records each semester ox cancer 05 17 2004 14 The system will return you to the reserve record and display the item s you have attached Millennium Circulation SWITCH Libraries Alverno Concordia asa wems anj o y Oie Suto Status Until Location Call Num Training test 12 Bruce L Baker et al computer file Baker B Active 05 17 20 15 Continue to add items from your library s collection to a reserve record Course List using the Add Items button 16 Use the Close button to close out of the reserve record wh
31. m Reserves CREATING RESERVE RECORDS 100280 and 100270 Enter Login and Password 4 1 Start Programs Millennium or click on the Username micr Millennium icon on your desktop p em 2 The Java script box appears amp runs This Password rr ALWAYS need to be on minimized for MilCirc to work OK CANCEL 3 Enter your username and password Millennium Circulation will then come up TOOLBAR features commonly used commands y Millennium Circulation SWITCH Libraries Alverno Concordia Stritch Wis pe M AIN MENU File Edit View Go Admin Options Help Course Reserves vV z PROFESSOR 1 COURSE Millennium COUR NOTE G Circulation Desk ioe E m pi p U ps Index lp PROFESSOR x J __ ENTRIES NAVIGATION ot A BAR U Search Holds oe t Course ESNA Make sure you are in the COURSE RESERVES mode 2 Search for an existing reserves record in TOPCAT by p for professor s name or r for course name 3 If you locate a record highlight the record and begin attaching items to it If there is NO course reserve record a Click on the NEW button from the toolbar and create a new course reserves record b Depending on the settings for YOUR login Admin Settings the system will either prompt you to select a reserves record template from which you will create a new reserves record or the system will bring up a pre selected reserv
32. mplate go to Admin Settings New Records tab New Records Templates To create a new template or edit an existing template go to Admin Settings Templates For more information see Managing Templates for New Records 105825 of the Innovative user manual or ask the SWITCH office OPTIONAL WIZARD TO CREATE NEW RECORDS Each login can be set to use a WIZARD to create new records A wizard is a series of dialog boxes that display as you fill in information to create a new record n other words for each field of a given record template the system will prompt you with a dialog box to fill in the data needed For example Edit Data X BEGIN DATE B Next Cancel New Record Creation You then choose Next to go to the next dialog box representing the next field At the end you save Contact the SWITCH office if you d like to change this setting to not use a wizard In that case you will be presented with the new record template to edit the fields No dialog boxes will display This is set on a login by login basis Cee e ee eee ee eee eee EOE EOE OODLE DEO EO SEED EOS OS OEE SES OSES SEE OEOTOS OTE SO DOE SE SEE DESEEE EEE EE SEED EE TOS SEES SOEDEO TOTO D EOD OE SEO DO SEES SOLOS EEO SOT ES ODETTE ODES SEEDED OEE HEEEESOS EES EE SEEDS OS OSOE TSO DOEOE STO D ESOS ESOL OSES S EET S ODOT OEE SE DOSS ES DED OE DOSE SESE DEEDES TEO SOTO D OO EOS OEE TO DEED DOSES OED SOE DEO EOT OTTO DES SESE TOTES DEE SOO HOSE DOSES OSES OE DEO EOE OE
33. nge Total Patron Yesterday umber Code Humber Printed Charge days ago e ETE CUWDPT SS p193322 W 1 1 0 00 _ MTO OMAI S200 Access to heth core EWM plore i 1 1 0 00 oyTo 001453 61482676 Body Ritial Among the Nacirema CSUSCIOL paiseoo W i 0 00 l User spec ODEA 1520008 Actual causes of death in the United States CLWMENS30 palatii a 0 00 l tast Month EN AR Actual causes of deuth i e Unied Sista Actual causes of death in te United Slales CUWER AREA AA i 000 sven OMIGA 61520001 Access to hehh care CUWMENS 3 pene i E w omae prenre S EES ee a mew age in heath EHEZ naww iioo 1 1 E D m ponasa 1480676 Body Rated Among e Hamama EE CSUSCION pam W 1 1 0 00 ON184 Wb1520001 Access to heath care CUMAAMSHS Sn paliit W z 0 00 OD1847 biS20008 Actal causes of death in the United States Brees esos Wild iL 9 To download the report and bring into Excel Click on the download bution found on the toolbar GGoIod TGR GG AG t1070 Download 10 You will receive a File Download box asking if you d like to Open or Save the file File Download d E x CP ou are downloading the file download 127 from topcat switchinc org Would you like to open the file or save it to your computer Open Save Cancel More Into IY Always ask before opening this type of file If you chose the User Spec option enter the beginning and ending dates and click Go 11 Choose t
34. own arrow to locate COE the correct code or type it in TA TYPE leave at 0 unless your library has a code set up CSU does E E DISPLAY COURSE NAME AS THE CALL NUMBER optional depending on your school s needs ACTIVE UNTIL DATE highlight this radio button and enter in a date that the reserve item will be active until This date will help you retrieve reserve items later to put into a list review file You may want to use the same Active Until Date for all reserve records each semester until end of the course until 05 17 2004 until end of the course until ra 22 The system will return you to the reserve record and display the item s you have attached 23 If you are creating the bib amp item for HARDCOPIES ONLY of personal materials or photocopied articles chapters you are done Hooray If you need to also include ELECTRONIC FILES You will need to import and attach each one to the corresponding item record you just created and then attach to the reserve record See the instructions for Importing a PDF into a Reserve Record to complete this task If you have multiple bib amp items to create for a course you may want to do them all at once using the Options Key a Bibliographic ltem record command Then end this task by adding them as a batch to the given reserve record 1 7 5 Millennium Reserves CREATING PDF S USING ADOBE ACROBAT These instructions assume that you have already
35. r need to be on minimized for MilCirc to work Enter your username and password to login to OK CANCEL Mil Circ Millennium Circulation will then come up Oo NAVIGATION BAR TOOLBAR features commonly used commands Millennium Circulation SWITCH Libraries Alverno Concordia Stritch MAIN MENU Make sure you are in the COURSE RESERVES mode Search for an existing course reserve r record by professor s last name or by course name If there is no reserve record follow the instructions for Creating a New Reserve Record Highlight amp select the correct reserve record to bring it up When you retrieve the record you will see all attached items at the bottom of the Millennium window To import PDF s there must be a bib amp item attached to a reserve record If there are NO items attached for personal copies photocopied articles and e reserve items follow the instructions for Attaching a Bib amp Item to a Reserve Record If you already have a bib item created amp attached to a reserve record you are ready for the next step With your reserve record at the top and attached items at the bottom of the Millennium window select the correct item record that corresponds with MATCHES the PDF file Highlight the line item you want to attach the PDF to and RIGHT CLICK once 1 9 1 9 Choose the View bib amp item command from the menu Millennium Circulation SWITCH Libraries Alv F
36. r vertical bar to delimit cells Depending on the report you may need to play around with the other delimiter options Then click the Next button Text import Wizard Step 2 of 3 a 2 x This screen lets you set the delimiters your data contains You can see how your test is affected in the preview below Botte I Treat consecutive delimiters as one Tab Semicolon l Comma ee Data preview TRCULATION i CHECEOUT STATISTICS JI Lutheran Overnight Reserve Note if you cancel out of the Import Wizard the file will automatically be dumped as is into the opened software program as a new file 1 11 3 19 The final step of the Text Import Wizard allows you to preview the data and set how the date will be displayed Under Advanced you can control how numeric data will be presented with commas or decimal points At this point simply end by clicking on the Finish button Text lmport Wizard Step 3 of 3 This screen lets you select each column and set olaran data Format the Data Format General General converts numeric values to numbers date Text values to dates and all remaining values to text C Date mo Do not import column skip hr Reterve Tday Reterve 20 The report will now dump into Excel as in the below example Ej Microsoft Excel download_1x1 a File Edit View Insert Format Tools Data Window Help Adobe PDF YSG MWde2oaG0 V 0 4 BR S 9 Bxz 2h 4
37. right one and select the correct one Bring up the bib with its attached items TO DELETE JUST ELECTRONIC ITEMS BUT NOT THE BIB ITEM 7 Click on the Media button found on the top toolbar Pa Once the Millennium Media Manager window is up click once to highlight the media set folder you want to delete NOTE To view or delete items within a media set folder click once on the key or magnify glass symbol to turn and expand the folder You can then highlight individual items within the folder right click and choose Remove at this level There is only one PDF per folder 1 10 1 Millennium Circulation SWITCH Libraries Alverno Concordia E g c The Challenge of E Reserves UWSWITCH E Media Manager Bf Developing a Copyright Policy Copyright Considerations for E Questions from 1 8 2003 SWI Sean 8 Now right click once on the folder you have selected and choose the Remove option NOTE When you delete a media set folder from the Millennium Media Manager it will delete the file PDF or other here and off the TOPCAT server Copyright Considerations for E Reserves ed ww woj Media Manager EJ Developing a Copyright Policy CUWSWI 0 00 o m 0 00 EJ The Challenge of E Reserves CUWS EJ Questions from 1 8 2003 SWITCH D ed 0 00 0 00 9 Delete any other PDF s you need to from the Media Manager window Save when you are done by pressing the Save button TO
38. rmation for the new bib record Be sure the following fields are filled and do NOT use MARC tags LIB your school code BIB LVL monograph MAT TYPE a for book SUPPRESS y for yes AUTHOR last name first name TITLE Title Any other fields needed Complete the template then click the Insert button amp choose a field OPTIONAL WIZARD TO CREATE NEW RECORDS Each login can be set to use a WIZARD to create new records A wizard is a series of dialog boxes that display as you fill in information to create a new record In other words for each field of a given record template the system will prompt you with a dialog box to fill in the data needed For example x You then choose Next to go to the next dialog box representing the next field At the end you save Contact the SWITCH office if you d like to change this setting to not use a wizard In that case you will be presented with the new record template to edit the fields No dialog boxes will display This is set on a login by login basis A FEW POINTS e When creating a new bib or item the DUPLICATE RECORD FOUND screen may pop up choose the CLOSE button to continue creating your new records e You will not save the record until you are finished creating both the new bib amp new item records e You may click the Cancel button or Alt S to close out and cancel creating the new bib record 12 After creating a new bib the system prompts you to select the correct
39. s from SWITCH Day cuw30 SWITCH HI C SWITCH Copyright Web Page Active SWITCH 8 The system will bring up a new window Key a Bibliographic ltem Record From here you can search for an existing bib amp item if they are created or click the New button to create new bib amp item records Again a brief bib and item record is necessary for any personal copies photocopies and PDF s cuw3o0 Key a Bibliographic ltem record x File Edit View Go Tools Help AUTHOR TITLE IMPRINT Index t TITLE Ea TITLE ENTRIES J 9 Tocreate a new bib amp item click on the NEW button from the toolbar 10 The system will prompt you to select a bib and then an item record template from which you will create the new record It will look something like the example below Select the appropriate Reserve template for your library Add New Record New BIBLIOGRAPHIC x File Edit View Tools Help fh ha li 2 2 Select Template bibcat Catalog Bib bibfhy On the Fly Bib bibacq Acquisitions bib bibres Reserve Bib New BIBLIOGRAPHIC Last Updated 09 14 2004 Created 09 14 2004 Revisions 0 LANG eng English CAT DATE SUPPRESS NO SUPPRESS SKIP 0 BIBLYL m MONOGRAPH COUNTRY us United States LIBRARY none MAT TYPE a BOOK AUTHOR TITLE IMPRINT DESCRIPT SUBJECT SUBJECT YYYYYY System prompts user to select a template 1 7 2 11 Fill in the necessary field info
40. stics by Pub or Publisher Code Select the Date Range you need Article Access Reports Mozilla Firebird loj x Fie Edit View Go Bookmarks Tools Help KY Oo M 14 Q C3 Ww A http topcat switchine org 4446 articlerep report1 1 V ALIDATE Using amp Citing Info StaffPage MW 632004 Journal Tut SS SWITCH General Library SlnfoLit TUT sTraining Presentations MILLENNIUM WEB MANAGEMENT REPORTS 1 11 1 eee R eee eee ee ere ree er ere reer rr rrr rrr re reer rere reer rer rr rrr rrr rrr rrr rere r rrr rer rr rrr rrr rrr rer rrr User Spec stands for User Specifies This should be used g when you want to select multiple months for the timeframe needed secososesooooocesooosooeooosoocsoooeooosooosooosooocooosooosososooosocesocosocosooosooosocesooooe 7 Click Submit to run the report 9 Your report will now display Here s one example Article Access Reports Mozilla Firebird file Edit View Go Bookmares Tools Help k 9 0 Using amp Citing Into StafPoce hir fapcat svitchine oro s44Bfanticleregrepartl ay iS hey 200 Joumal Tut SWITCH cerere Ubon inolt TUT S Traiming Presentations REPORTS Daily Aciivily Report Daily Activity Created on 09 15 14 C Publisher Code Tue 19 14 04 gt Tue 09 1414 L Summary Statistics By Date Bas L Summary Statistics By Pub np 14 04 DATE RANGE Ee pae Bib Rec E Publisher Patron papy Page Ra
41. the bib amp item click on the Media button to bring up the Media Manager window highlight the correct media folder PDF you want to delete then RIGHT CLICK again and choose the REMOVE command This removes it from our server You will then need to CLOSE out of the Media Manager and either change the status or remove the corresponding ITEM record s 1 9 4 Millennium Reserves DELETING PDFs and DELETING BIB ITEMs FROM A RESERVE RECORD IMPORTANT Use these instructions to remove the PDF from our TOPCAT server You must delete the _ PDF FIRST before deleting the bib item if you are going to do so Afterwards don t forget to either remove or change the status of the associated item record as it applies to the reserve record hs Start Programs Millennium or click on the a Millennium icon on your desktop Username mici 2 The Java script box appears amp runs This ALWAYS Password need to be on minimized for MilCirc to work 3 Enter your username and password to login to OK CANCEL Mil Circ E E 4 Go to the Search Holds mode of Mil Circ Contact the SWITCH office if this mode does not currently display in Millennium with your given login t mme fesourcestromswiten o fos 5 Search for the PDF using the Title or Barcode index the barcode index can help insure that the item is specifically from your school 6 Evaluate the record including LOC code to confirm it s the
42. the very top left cell in between cells A and 1 Then pull down the Borders button 7 from the Formatting toolbar and choose all lines H e Format all cells so that report data will reside at the top left of each cell To do so select all cells then choose Format Cells Alignment from the main menu For the Horizontal Text Alignment choose Left for the Vertical Text Alignment choose Top You may or may not want to wrap text or make other formatting changes here Then click OK Perform any other basic formatting you would like to be applied to future reports 1 12 2
43. tically by going up on the main menu and selecting Data Sort 4 Delete any unneeded columns by highlighting the column and then choosing Edit Delete from the main menu S Resize columns as needed a Go to the very top of the Excel sheet where each column is lettered and in gray cells b Locate the column you want to resize Hover over the left or right vertical line for that column until the mouse changes to a double arrow c Drag to the left and right as needed 6 Continue to format the report in Excel as needed Download Report into Excel amp Use a Macro Create a report using Web Management Reports WMR http topcat switchinc org manage Use the DOWNLOAD button within WMR to save the report as a text Gt Goan J tJo t WG file to your desktop Feel free to rename the file if you d like Bownload Open MS Excel and choose File Open from the main menu Open the file you downloaded to the desktop Make sure the bottom of the Open File dialog box is set so that the Files of Types pull down displays All Files This insures you can see all text txt files Locate the file you downloaded to your desktop Use the Text Import Wizard and the delimited format to bring in the text file data Use the pipe symbol or I Then hit Finish Once the report data is in Excel you create a macro to do basic formatting for future reports a From the main menu choose Tools Macros Record New Macro b Give th
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