millennium create lists exchange of experience. outline introduction to create lists in millennium...
TRANSCRIPT
MillenniumCreate Lists
Exchange of experience
Outline
Introduction to Create Lists in Millennium Examples from Durham Share experience
Create Lists in Millennium
Found in Administration module Accessed from other modules Appropriate permissions required for
initials
Planning the list
Planning is important What do we ultimately want to achieve? What data do we need to get at? What fields will enable us to narrow our
list? What record types will need to be used? Will the list be limited by location, loan
type, itype, etc.?
Building the query
Select appropriate sized container Select which records the list will gather Enter search query Conditions and grouping Run list Check results – modify
Conditions
Saved searches
Export / Manipulate data
Export records or Data Exchange Choose fields to export Select delimiter Save to file Open in Excel or other software Global update / Rapid update
Durham’s experience
Staff prefer the Windows environment Interface is more intuitive than telnet Greater flexibility Integrated into modules Dislike having to key record type on export No ‘Does not start with’ condition
Exchange of experience
How are lists used at your institution? Advantages / Disadvantages over telnet Automated lists – Expect, PERL Creative use!