Author archives

Exact Match Monograph Replacement

Author: James Lake
Posted in: BTech

INTRODUCTION When an item is missing, lost, damaged, or withdrawn, someone somewhere may decide to reinstate the item in the collection. The new item, the replacement or repl, is added to the catalog and the lost, missing, etc. item, the original, is withdrawn by Systems in a quarterly job. This, in a nutshell, is the …

Created: June 2, 2016
Last revised: November 14, 2016
Review date: None set

Notices during winter closure

Author: James Lake
Posted in: Systems

Background: Circulation notices are sent via email automatically 3 times per day (6am, noon, 6pm) every day (i.e., seven days per week). During winter closure when most libraries are closed for an extended period in December and January, Library Systems Office adjusts when circulation notices are sent out.  This is to avoid potential problems for …

Created: May 31, 2016
Last revised: December 2, 2016
Review date: None set

Labeling in the Millennium Client

Author: James Lake
Posted in: BTech

Procedure Before you begin labeling for the first time, make sure you have: cleared your jarcache folder (see Appendix A) the appropriate authorizations AND setup (see Appendix B of this document for further information) and make sure you’re using the following label stock: and the following label shields: Login to the Millennium Client. In the …

Created: May 21, 2016
Last revised: November 22, 2016
Review date: None set

Bibliographic Variable Length Field Tagging

Author: James Lake
Posted in: Systems

MARC TAG FIELD TAG FIELD NAME 001 o BIB UTIL # 002-009 y MISC 010 l LCCN 011-019 y MISC 020-024 i STANDARD # 025-026 y MISC 027-028 i STANDARD # 029 y MISC 030 i STANDARD # 031-033 y MISC 034 y MISC 035 o BIB UTIL # 036-073 y MISC 074-075 g GOV …

Created: May 14, 2016
Last revised: November 7, 2016
Review date: None set

Glossary

Author: James Lake
Posted in: Glossary

A     B     C     D     E     F     G     H     I     J     K     L     M     N     O     P     Q     R     S …

Created: May 11, 2016
Last revised: November 14, 2016
Review date: None set

Suggested workflow for Building Use Only (BUO) and Restricted Materials at Circulation Desks

Author: James Lake
Posted in: Circulation Services Group

Suggested workflow for Building Use Only (BUO) and Restricted Material at Circulation Desks Suggested workflow for Building Use Only (BUO) and Restricted Material at Circulation Desks When the item arrives from NRLF, check it in and place it on your hold shelf. Then, if the hold is for your unit’s CIRC SUP patron, check the …

Created: April 28, 2016
Last revised: December 7, 2016
Review date: None set

Search procedures

Author: James Lake
Posted in: Circulation Services Group

Search Procedures Search 1 — Search 2 — Search 3 — RFR (last search) — Flowchart of search process PREPARING MACROS:The following macros must be used to ensure that Internal Notes are entered in the correct format. Search lists are created from these notes. If notes are not entered exactly as shown below, the item will …

Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set

Scopes

Author: James Lake
Posted in: Systems

Millennium Scopes 2 Anthropology Library 4 Art History Classics Library 6 Bancroft Library 8 Bioscience and Natural Resources Library 9 Business and Economics Library 10 Center for Tebtunis Papyri 11 Chemistry Library 13 College of Environmental Design Archives 15 Data Lab 16 Doe Reference 17 Earth Sciences and Map Library 18 East Asian Library 19 …

Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set

Reserves: taking items off reserve

Author: James Lake
Posted in: Circulation Services Group

This procedure describes what to do after the course is over. Note: Processing information for creating the course and adding items to it can be found in: Reserves: putting items on reserve This guide shows how to: Mark items Inactive Delete course records/reserves-taking-items-off-reserve Suppress course records and Item records Deleting Item/Bib Records Created For Reserves Best …

Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set

Reserves: putting items on reserve

Author: James Lake
Posted in: Circulation Services Group

Note: Processing information for after the course is over can be found in: Reserves: taking items off reserve This guide will show you how to: Search for existing course reserve records Course and instructor naming conventions Create a course record Edit a course record Adding items to a course record Requesting items for reserve Paging items …

Created: April 28, 2016
Last revised: January 27, 2017
Review date: None set

Placing Staff Holds on Behalf of a Patron

Author: James Lake
Posted in: Circulation Services Group

Placing Holds on items on behalf of a patron (in the Millennium client). (If a patron doesn’t have a patron record, the hold can be placed for the requesting unit’s departmental patron id, for example CIRC SUP/ENGI.) Holds for Unrestricted or Building Use Only (BUO) items (location codes n***u; n***b): **Placing a hold in the …

Created: April 28, 2016
Last revised: December 5, 2016
Review date: None set

Modify Groups of items

Author: James Lake
Posted in: Systems

How to use “Modify Group” in Millennium: – Go to the summary for the record you want to edit and select ALL items that you want to change. – Chose “Edit” up on the menu bar and select Modify Group”. – In “Modify Group” choose the field you wish to edit (for example: “Item Type”) as the …

Created: April 27, 2016
Last revised: December 2, 2016
Review date: None set

Millennium record templates

Author: James Lake
Posted in: Systems

Background (About Templates) A template comes into play every time a new record of (almost) any type is created, whether interactively on Millennium, through interactive export from OCLC, or through batch loading. Templates are necessary because every fixed field in every record type must have a valid value — even if the value is one …

Created: April 27, 2016
Last revised: December 1, 2016
Review date: None set

Millennium password rules

Author: James Lake
Posted in: Systems

Millennium passwords expire every 360 days.  Millennium is supposed to warn you 25 days prior to expiration that your password needs to be changed.  Passwords (other than front desk circ logins) must NOT be shared. See policy details below. Password construction rules: New password must not match old password 8 characters (no more, no less) …

Created: April 27, 2016
Last revised: December 1, 2016
Review date: None set

Millennium Keyboard shortcuts

Author: James Lake
Posted in: Systems

Using Java Components. Shortcut Keys  via CSDirect (ask Systems for credentials if you don’t have them). There are two types of keyboard shortcuts that can be used in the Millennium Client: Underlined letters Programmed shortcuts Underlined letters Underlined letters are relatively simple and consistent. When you see an underlined letter, you can use the Alt …

Created: April 27, 2016
Last revised: December 1, 2016
Review date: None set

Millennium Character Map Code Tables

Author: James Lake
Posted in: Systems

Millennium Character Map Code Tables see also: Diacritics in Millennium BASIC LATIN Hex Diacritic 0020 SPACE, BLANK / SPACE 0021 ! EXCLAMATION MARK 0022 ” QUOTATION MARK 0023 # NUMBER SIGN 0024 $ DOLLAR SIGN 0025 % PERCENT SIGN 0026 & AMPERSAND 0027 ‘ APOSTROPHE 0028 ( OPENING PARENTHESIS / LEFT PARENTHESIS 0029 ) CLOSING …

Created: April 27, 2016
Last revised: November 30, 2016
Review date: None set

Holdings Records Best-Practices Input Guide

Author: James Lake
Posted in: BTech

Procedure Introduction: When and how to use holdings records — forthcoming Fixed fields Variable fields Checkin card — forthcoming Fixed Fields Label Type Claim On Mark for Deletion Acq Type(C) Location Frequency Upload Recv Location Update Count Copies Vendor Piece Count Fixed field default values Label Type The format of labels printed from the checkin …

Created: April 27, 2016
Last revised: November 15, 2016
Review date: None set

Holdings Maintenance for Sets Split between Campus and NRLF

Author: James Lake
Posted in: BTech

HOLDINGS MAINTENANCE FOR SETS SPLIT BETWEEN CAMPUS AND NRLF Note: These procedures apply only when performing cleanup or record maintenance. Procedures for depositing sets and adding new volumes to fully or partially deposited sets are addressed in this document: Storage editing requirements. Definition: A set (serial or MVM) is “split” when some volumes of the title owned …

Created: April 27, 2016
Last revised: November 14, 2016
Review date: None set

Electronic Resource Unit – adding of 856 fields

Author: James Lake
Posted in: Systems

After access and holdings have been confirmed and tested: (1)    Look up order record in Millennium. (2)    Click EDIT button to edit Bib record. (3)    Position cursor at the end of the last MARC field. (4)    Use the appropriate Millennium Macro. ERU will input the URLs in every case as 856 40 without making the …

Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set

Duplicate item barcodes

Author: James Lake
Posted in: BTech

Barcode duplication is always a problem in Millennium. If Millennium warns you that the item barcode you added is a duplicate, the issue should be resolved quickly. This error should never be ignored unless the duplication is between a staff patron barcode and an NRLF barcode. Barcode duplication problems fall into two categories: 1. Staff …

Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set

Downloading Web Management Reports

Author: James Lake
Posted in: Systems

To view large statistical reports or do analysis on report from Web Management Reports you will need to download them. To download statistical reports from Web Management Reports: Click the Download button in the top menu Edit the name of the downloaded file to add a .csv file extension Open in Excel or other spreadsheet application Legacy …

Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set

Deletion: item record

Author: James Lake
Posted in: BTech

Items that represent materials that are part of the collection should not be deleted.  Checked out items and billed-not paid items should NEVER be deleted. Examples of situations where an item might be deleted: personal copies put on reserve items created mistakenly in the course of file loads or manual work dummy item records You should have …

Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set

Create Lists Training Materials

Author: James Lake
Posted in: Systems

This guide is broken up into mini-lessons.  The first one is the longest at 9 pages. The rest are typically a few pages long, covering a single subject. The typical lesson should take about ten minutes to complete, including interaction with the live system. A good practice will be to open the Create List module …

Created: April 26, 2016
Last revised: October 3, 2019
Review date: None set

Create Lists 008 map

Author: James Lake
Posted in: Systems

Image that shows choices of MARC 008 values in Create Lists for these formats: All, books, computer files, maps, music, continuing resources, visual mats. Legacy Data Author: Jim Lake Approval Group: ILSSC Update Group: Integrated Library System Steering Committee Last updated date: 02/12/13

Created: April 26, 2016
Last revised: October 24, 2016
Review date: None set

Create Lists 007 map

Author: James Lake
Posted in: Systems

[image shows choices of MARC 007 values in Create Lists for these formats: map, e-resources, globe, tactile mats., proj. graphic, micro, non-proj graphic, motion picture, remote sensing image, sound recording, video] Legacy Data Author: Jim Lake Approval Group: ILSSC Update Group: Integrated Library System Steering Committee Last updated date: 02/12/13

Created: April 26, 2016
Last revised: November 10, 2016
Review date: None set

Create Lists 006 map

Author: James Lake
Posted in: Systems

[image shows choices of MARC 006 values in Create Lists for these formats:  books, e-resources, maps, mixed, music, continuing res., visual mats.] Legacy Data Last updated date: 02/12/13 Author: Penny Swanson, Simon Fraser University Update Group: Integrated Library System Steering Committee

Created: April 26, 2016
Last revised: November 10, 2016
Review date: None set

Course reserves item types

Author: James Lake
Posted in: Circulation Services Group

RESERVE ITEM TYPES: Item Type Loan Period Allows Renewal? Allows Overnight? 23 N/A (electronic) N/A N/A 87 1 week yes yes 88 1 day yes yes 89 1 day no yes 90 2 hours yes yes 91 2 hours no yes 92 2 hours yes no 93 2 hours no no   Legacy Data Last …

Created: April 26, 2016
Last revised: November 10, 2016
Review date: None set