Category «Systems»

Asktico: Log In

Author: smoody
Posted in: Systems

Log in HERE to edit or create Asktico documents. If you don’t have a log in or need to reset your password, please contact Jim Lake <jdlake@berkeley.edu>.

Created: September 28, 2017
Last revised: September 28, 2017
Review date: None set

Asktico: How to Create and Edit Documents

Author: smoody
Posted in: Systems

To view documents in Asktico, you need only visit the site.  But to create a new document or edit existing documents, you must first get login credentials from the Library IT office (please open a ticket via the Millennium Help Desk Form). Asktico is a WordPress site, so if you wish to see additional documentation, …

Created: August 14, 2017
Last revised: September 19, 2017
Review date: None set

Identity field and OPAC notes

Author: smoody
Posted in: Systems, Withdrawal Procedures

Identity field required for holdings records Format is “WITHDRAWN” and four-letter owning location code e.g. Identity: WITHDRAWN EART OPAC Note for withdrawn accompanying material OPAC Note [Accompanying material] no longer available: e.g. OPAC Note Microfiche no longer available e.g. OPAC Note Mechanical no longer available

Created: August 23, 2016
Last revised: December 15, 2016
Review date: None set

Withdrawn location codes

Author: smoody
Posted in: Systems, Withdrawal Procedures

Use the correct withdrawn location code for the corresponding OCLC holdings symbol as this is how external databases like NextGenMelvyl and OCLC receive holdings information from the UCB catalog Location OCLC Holdings Symbol Withdrawal Location Code MAIN CUY zw Any branch library CUY zw Institute of Governmental Studies CBG zwg Institute of Transportation Studies CBT …

Created: August 23, 2016
Last revised: December 8, 2016
Review date: None set

Reasons for withdrawal

Author: smoody
Posted in: Systems, Withdrawal Procedures

Use one of the forms below from the withdrawal slip. These options are the only text available for these notes. Any further information can be given in an additional note. Use an Internal Note for item records, a Check Note for holdings records: Reason Definition damaged The item is no longer in usable condition and …

Created: August 23, 2016
Last revised: December 5, 2016
Review date: None set

Withdrawal Procedures: Withdrawal notes

Author: smoody
Posted in: Systems, Withdrawal Procedures

Add a note with information about withdrawal to the Item Record or the Holdings Record, as appropriate, with this format: [date][space space]wd[space][reason for withdrawal][space][Millennium initials] Notes on notes In order to create lists and report statistics for records that have been withdrawn, it’s imperative that you use the precise syntax below. For example, if you …

Created: August 23, 2016
Last revised: December 8, 2016
Review date: None set

Withdrawing material accompanying single-volume monographs shelved separately (Many Subject Specialty Libraries)

Author: smoody
Posted in: Systems, Withdrawal Procedures

Choose the correct procedure below depending on if a holdings record is present or not. Single-volume monographs with no holdings record In the Item Record for the primary material Add an OPAC Note (p) that notes the accompanying material is no longer available (see Note Formats) Since accompanying material shelved separately has its own item record …

Created: August 23, 2016
Last revised: January 20, 2017
Review date: None set

Withdrawing material accompanying and shelved with single-volume monographs (MAIN)

Author: smoody
Posted in: Systems, Withdrawal Procedures

Accompanying material shelved with primary material does not usually have its own Item Record. Instead, the accompanying material is noted on the Item Record for the primary material. In the Item Record for the primary material Add an OPAC Note (p) that notes the accompanying material is no longer available (see Note Formats) Add an …

Created: August 22, 2016
Last revised: December 8, 2016
Review date: None set

Physical processing of withdrawals

Author: smoody
Posted in: Systems, Withdrawal Procedures

Withdrawn volumes must be demagnetized and clearly marked as withdrawn. Demagnetize each volume Stamp “University of California – Withdrawn” over the property label or stamp located on the inside of the front cover. Use of a stamp no larger than 2” x ¾” is preferable. Stamps are available from Dirk Kennedy (dkennedy@library.berkeley.edu) in Acquisitions. If …

Created: August 22, 2016
Last revised: January 25, 2017
Review date: None set

Withdrawal of a set (complete)

Author: smoody
Posted in: Systems, Withdrawal Procedures

You’re withdrawing all volumes of a set (serial or MVM) for a given location. There may or may not be other sets for your location (e.g, set 2) or at other libraries. In Holdings Record for the location If this is a serial, has the record been properly closed? If not, do so now see …

Created: August 22, 2016
Last revised: January 23, 2017
Review date: None set

Withdrawal of a set (partial)

Author: smoody
Posted in: Systems, Withdrawal Procedures

You’re withdrawing one volume of a set (serial or MVM). After you’re done, at least one other held item for your location will remain attached to the bib record. In Item Record for volume to be withdrawn Check to see if the item is an analytic (see Checking for analytics) Change Status to ‘w’ WITHDRAWN …

Created: August 22, 2016
Last revised: January 20, 2017
Review date: None set

Withdrawal of a single volume monograph

Author: smoody
Posted in: Systems, Withdrawal Procedures

You’re withdrawing a single-volume monograph (published in one volume); it may be the last copy in OskiCat or other copies may remain. In Item Record for item to be withdrawn: Change Status to ‘w’ WITHDRAWN Change Item Code 2 to ‘n’ SUPPRESS Change location to “zw” WITHDRAWN Insert an Internal Note (x) with the information …

Created: August 22, 2016
Last revised: April 12, 2018
Review date: None set

Withdrawal Procedures

Author: smoody
Posted in: Systems, Withdrawal Procedures

Important update 1/25/12: This procedure is to be used by staff for manual withdrawal of ITEMS only if the items are NOT missing or billed.  Items missing or billed are withdrawn quarterly by Systems.  This procedure is to be used to partially or completely withdraw HOLDINGS manually, as requested by Systems in conjunction with both the …

Created: August 22, 2016
Last revised: December 21, 2016
Review date: None set

Example Scenarios

Author: smoody
Posted in: Storage Editing Requirements, Systems

Start with a list of records: Use a list of records as the starting point in the process.  List may be produced using criteria relating to item use history and/or presence of copies elsewhere, etc. with additional manual culling/additions as desired. Dup checking can happen at this point or later in the process. Items in …

Created: August 22, 2016
Last revised: December 15, 2016
Review date: None set

Active titles – Depositing PORTION of remaining currently held volumes – Current periodicals

Author: smoody
Posted in: Storage Editing Requirements, Systems

Adding to Existing Deposits – some volumes have been deposited previously by the owning location Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first …

Created: August 22, 2016
Last revised: November 4, 2016
Review date: None set

Active titles – Depositing PORTION of remaining currently held volumes – Comes bound/treated as comes bound

Author: smoody
Posted in: Storage Editing Requirements, Systems

Adding to Existing Deposits – some volumes have been deposited previously by the owning location Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first …

Created: August 19, 2016
Last revised: November 3, 2016
Review date: None set

Active titles – Depositing ALL remaining currently held volumes – Current periodicals

Author: smoody
Posted in: Storage Editing Requirements, Systems

Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first must close the record according to the procedure “Closing Serial Holdings Records” on AskTico, then …

Created: August 19, 2016
Last revised: November 3, 2016
Review date: None set

Active titles – Depositing ALL remaining currently held volumes – Comes bound

Author: smoody
Posted in: Storage Editing Requirements, Systems

Adding to Existing Deposits– some volumes have been deposited previously by the owning location Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first must …

Created: August 17, 2016
Last revised: October 26, 2016
Review date: None set

Inactive titles – Depositing PORTION of remaining volumes

Author: smoody
Posted in: Storage Editing Requirements, Systems

Adding to Existing Deposits– some volumes have been deposited previously by the owning location Inactive titles– title is not currently received Note: If the title is inactive—i.e., no further issues are expected to be received—but there is still a check-in card on the holdings record, owning location staff first must close the record according to …

Created: August 16, 2016
Last revised: November 16, 2016
Review date: None set

Inactive titles – Depositing ALL remaining volumes

Author: smoody
Posted in: Storage Editing Requirements, Systems

Adding to Existing Deposits– some volumes have been deposited previously by the owning location Inactive titles– title is not currently received Note: If the title is inactive—i.e., no further issues are expected to be received—but there is still a check-in card on the holdings record, owning location staff first must close the record according to …

Created: August 16, 2016
Last revised: November 16, 2016
Review date: None set

Active titles – Depositing PORTION of currently held volumes – Current periodicals

Author: smoody
Posted in: Storage Editing Requirements, Systems

Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first must close the record according to the procedure “Closing Serial Holdings Records,” then proceed with the …

Created: August 16, 2016
Last revised: November 4, 2016
Review date: None set

Active titles – Depositing PORTION of currently held volumes – Comes bound

Author: smoody
Posted in: Storage Editing Requirements, Systems

New Deposits – no volumes have been deposited previously by the owning location Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first must close …

Created: August 16, 2016
Last revised: November 4, 2016
Review date: None set

Active titles – Depositing ALL currently held volumes – Current periodicals

Author: smoody
Posted in: Storage Editing Requirements, Systems

New Deposits – no volumes have been deposited previously by the owning location Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first must close …

Created: August 16, 2016
Last revised: October 26, 2016
Review date: None set

Active titles – Depositing ALL currently held volumes – Comes bound

Author: smoody
Posted in: Storage Editing Requirements, Systems

New Deposits – no volumes have been deposited previously by the owning location Active titles – title is currently received Note: If there is a check-in card on the holdings record for the title but no further issues are expected to be received, this is not an active title; owning location staff first must close …

Created: August 16, 2016
Last revised: October 26, 2016
Review date: None set

New Deposits –Inactive titles –Depositing PORTION of set

Author: smoody
Posted in: Storage Editing Requirements, Systems

New Deposits – no volumes have been deposited previously by the owning location Inactive titles – title is not currently received Note: If the title is inactive—i.e., no further issues are expected to be received—but there is still a check-in card on the holdings record, owning location staff first must close the record according to …

Created: August 16, 2016
Last revised: December 21, 2016
Review date: None set

New Deposits –Inactive titles –Depositing ALL holdings

Author: smoody
Posted in: Storage Editing Requirements, Systems

New Deposits – no volumes have been deposited previously by the owning location Inactive titles– title is not currently received Note: If the title is inactive—i.e., no further issues are expected to be received—but there is still a check-in card on the holdings record, owning location staff first must close the record according to the …

Created: August 16, 2016
Last revised: December 2, 2016
Review date: None set

Sets (Serials and Multi-Volume Monographs)

Author: smoody
Posted in: Storage Editing Requirements, Systems

Before beginning, verify that any unsuppressed holdings record(s) for your camps location only list the volumes on campus. If campus holdings list volumes already at NRLF, please resolve this by following the holdings split sets procedure before completing the Storage Edit steps below. Once a set has been selected for deposit, you need to know …

Created: August 16, 2016
Last revised: December 6, 2016
Review date: None set

Single Volume Monographs

Author: smoody
Posted in: Storage Editing Requirements, Systems

Storage editing requirements: Single Volume Monographs Owning location tasks: Item records: NOTE: If you prefer to wand a file of barcodes and have Systems update every item in the file, submit an OskiCat helpdesk request. set Status to STORAGE PREP (‘s’) The item update date will often indicate the date the status was set and can …

Created: August 16, 2016
Last revised: December 6, 2016
Review date: None set

Storage Editing Requirements

Author: smoody
Posted in: Storage Editing Requirements, Systems

Storage editing requirements Depositing at NRLF: Millennium Record Editing/Management Guide This guide contains instructions for editing and managing item and holdings records for single volume monographs and sets (serials and MVMs) being deposited at NRLF.  Please note that the procedures for selecting and physically preparing materials for deposit have not changed with the migration to …

Created: August 12, 2016
Last revised: June 11, 2017
Review date: None set

Patron Codes

Author: smoody
Posted in: Systems

Pcode1, pcode2, pcode3 as of 9/19/17  PCODE1  –  NOT DEFINED 0 UC BERKELEY 1 UC DAVIS 2 HASTINGS 3 UC IRVINE 4 UC LOS ANGELES 5 UC RIVERSIDE 6 UC MERCED 7 UC SAN DIEGO 8 UC S.FRANCISCO 9 UC S. BARBARA a UC SANTA CRUZ b HAAS-COLUMBIA c UCOP d GTU e UCX f …

Created: June 1, 2016
Last revised: September 19, 2017
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

Billed not Paid suppression

Author: Mark Marrow
Posted in: Systems

Procedure Billed not paid items are checked out and checked out items must NOT be withdrawn.  Since these cannot be withdrawn, “pseudo-withdrawal” (batch suppression) is performed quarterly to allow correct handling of these items in OskiCat, Melvyl, and with regards to Melvyl Request/ILL. This will occur 12-15 months after the overdue date of the item, …

Created: May 14, 2016
Last revised: November 7, 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

Bcode3 use

Author: smoody
Posted in: Systems

Bcode3 is a Millennium-specific field not part of the official marc record that can be used to suppress a bib record from public display.  These values are defined for Bcode3: Value: “-” Meaning: Not suppressed Use: This is the expected value for most records and makes the Bib record viewed by the public Value: “d” …

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

Batch bib record suppression and unsuppression

Author: Mark Hemhauser
Posted in: Systems

Procedure Each Thursday night create lists are run to identify: Bib records that are not already suppressed because they are withdrawn (i.e., bcode3 is not w) which have only bib locations of zw (ie, zw, zwz, zwg, zwt). Bib records which are already suppressed because they are withdrawn (i.e., bcode3 is w) which have orders …

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

Asktico: How to contribute documentation

Author: smoody
Posted in: Systems

If you’re adding new documents to AskTico, please follow these instructions: AskTico contains Library-wide and unit-specific procedures and documentation related to Millennium. To contribute, you must first have an account and be logged in.  To get an account, contact Jim Lake (jlake@library.berkeley.edu).  He can also provide training in the use of the WordPress system used by …

Created: May 13, 2016
Last revised: January 10, 2017
Review date: None set

Use MOVE button to control item order

Author: smoody
Posted in: Systems

When you add a new item to an existing record, it will be last on the list of items. If it belongs elsewhere to be in order by volume, date, or copy number, you will need to MOVE it to the correct location. NOTE: DO NOT USE PRESERVE SORT! See caution below. Instructions: If item …

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

Unlinked analytics at NRLF (workaround)

Author: smoody
Posted in: Systems

Background: Large sets (often microforms) of analytic records that were unbarcoded and thus not linked in Gladis are also not linked to the set record in Millennium unless manual work has been done to link the correct item and delete the additional item. When the set is actually housed at NRLF, there are public service …

Created: April 28, 2016
Last revised: January 3, 2018
Review date: None set

System Status Screen

Author: smoody
Posted in: Systems

This page is updated regularly with the last record number for each record type. Knowing the last number that existed on a certain date is a useful way to make Create Lists searches more efficient. Here is an example screen: Last record numbers added to Millennium as of 04/25/11 05:00:01 BIBLIOGRAPHIC      183844609 ORDER              1514737x HOLDINGS           …

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

Statistical Call Number (SCAT) Table

Author: smoody
Posted in: Systems

Background: This document was created for implementation of a new SCAT table from selector-identified call number ranges as coordinated by Collections Services Council. Each line below represents a range of LC call numbers which comprise one category, for which statistics will be gathered. Each category will have a unique number assigned to it (not included …

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

Sets with too many items to fit on one bib

Author: smoody
Posted in: Systems

Systems tasks to fix records where there are too many items to fit on one bib. Identify all the bibs currently involved. Some may have the 958 marker but some may not – create lists by  call number, OCLC #, Gladis #, etc. to identify all that are part of a given title. Contact the owning unit to verify …

Created: April 28, 2016
Last revised: September 24, 2020
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

Removing items from the stacks for library business

Author: smoody
Posted in: Systems

When you need to remove an item from the stacks… [skip to procedures] Guiding principles  If an item is going to be removed from the stacks for more than a day for any reason other than accessioning at NRLF (see note below), it needs to have the fact that it isn’t available recorded in the …

Created: April 28, 2016
Last revised: January 23, 2017
Review date: None set

Patrons who have proxy server access

Author: smoody
Posted in: Systems

The following patron types have proxy server access if their patron record is not expired, do not have overdue recalls and do not have a manual block: UCB faculty (including emeritus faculty) and academic staff with a current academic appointment: ptype = 4 and pcode1 = 0 (zero) UCB staff with executive or management appointments: …

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

Patron Type

Author: smoody
Posted in: Systems

ptype values as of 6/1/14 P TYPE 000 Undefined 001 Undergraduate 002 Undergraduate – UCB SLE 003 Graduate Student 004 Faculty/Academic Staff 005 Executive/Management 006 Library Staff 007 Non-Academic Staff 008 Faculty/Academic Spouse 009 Non-Academic Staff Spouse 010 Other UC Spouse 011 Faculty/Academic Staff Children 012 UCB Post-doc 013 UC Visiting Scholar/Post-doc 014 GTU Staff/Visiting …

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

OCLC sending: what records are sent

Author: smoody
Posted in: Systems

What records are sent to OCLC/Melvyl and which are only in OskiCat? Simple answer: We send any fully cataloged record that we are allowed to send to OCLC A “cataloged” record is defined technically as a “bibliographic record” (a record that describes the basic bibliographic entity/title. Order, holdings, and item records must each be attached to …

Created: April 27, 2016
Last revised: December 3, 2016
Review date: None set

OCLC overlay field protection

Author: smoody
Posted in: Systems

Fields protected in the OCLC export table are listed below.  Protected means that an incoming record that replaces a given record in Millennium will protect (preserve) the following fields in the existing Millennium record instead of replacing them. This can result in duplication if the same field/data also exists in the OCLC record. Note that in order for …

Created: April 27, 2016
Last revised: August 21, 2020
Review date: None set

OCLC holdings: setting holdings in batch

Author: smoody
Posted in: Systems

Weekly systems sends files to OCLC to set OCLC holdings. New records are added to OCLC via this process in some circumstances (such as catalog records manufactured and loaded locally for projects such as City Arts and Lectures). Records are evaluated via a two step process in order to determine if holdings should be set …

Created: April 27, 2016
Last revised: December 3, 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

Macros: how to create and use

Author: smoody
Posted in: Systems

Macros allow you to save text and commands into function keys and reuse them at will. You can use the twelve function keys alone or with Ctrl, Alt, or Shift, giving you almost 48 macros to work with. (Some combinations aren’t available, so the total is not quite 48.) It’s easy to create text macros …

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

Login Stat Groups/Terminal numbers

Author: smoody
Posted in: Systems

This table shows which Statistical Group/Terminal number is assigned to which logins, and which scopes and location served values are used at which locations. This number is what displays in the “Checkin location” in the item fixed fields (sometimes known as Checkin Location codes). Where they work Login/initials begin StatGrp Stat Grp Description Scope – …

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

Location WEB – how and why it works

Author: smoody
Posted in: Systems

Introduction The location WEB “wb” exists in our system to provide a means for allowing OskiCat searches to be limited to titles which are “available online”, based on the presence of the location “wb” in the bibliographic record for qualifying titles. The location “wb” in the bibliographic record is maintained based on the presence or absence of …

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

Location codes

Author: smoody
Posted in: Systems

BRANCH CODES 001 > ag Archival Negative 002 > ah Art History/Classics 003 > ah92 Art History/Classics Room 308D-Reference 004 > ah95 Art History/Classics Room 308E-Folios 005 > ah96 Art History/Classics Room 308G-Folios 006 > ah9a Art History/Classics Room 308 007 > ah9c Art History/Classics Room 308C-Seminar 008 > ah9d Art History/Classics Room 308D 009 …

Created: April 27, 2016
Last revised: August 31, 2019
Review date: None set

LBL use of OskiCat/Millennium

Author: smoody
Posted in: Systems

Lawrence Berkeley Lab (also known as LBNL: Lawrence Berkeley National Lab) is joining OskiCat as an affilliate-like branch on July 30, 2012, replacing LBNL’s catalog.  This document gives an overview for staff of how LBL staff and patrons will use OskiCat, Melvyl request and Millennium, and how campus patrons will get access to LBL materials. Melvyl Request: LBL patrons using Melvyl will …

Created: April 27, 2016
Last revised: November 23, 2016
Review date: None set

Label location list

Author: smoody
Posted in: Systems

Label location A three or four letter code (corresponding to the old Gladis location) that prints on a spine label under the call number to show the book’s shelving location. Label location is the way that it is possible to tell which location used to own something that has been withdrawn, as withdrawal changes the millennium location code to …

Created: April 27, 2016
Last revised: May 8, 2018
Review date: None set

Item type

Author: smoody
Posted in: Systems

Item Types Updated 6/10/2015 Code Label Definition 0 Undefined 1 Monograph (regular loan) Print book; in-analytics; analyzed monographs in series 2 Monograph (short-term loan) Non-reserve materials (e.g., cookbooks) 3 Unused 4 Monograph CD-ROM Disc Single completed work on CD-ROM; textual, numeric, graphic, or program info 5-9 Unused 10 Serial – Periodical (regular loan) Print serial …

Created: April 27, 2016
Last revised: November 22, 2016
Review date: None set

Indexing rules

Author: smoody
Posted in: Systems

INDEXING IN MILLENNIUM Types of Indexes In Millennium, there are two types of indexes, phrase and keyword. The indexes use the same data to create their entries, but the searching behavior differs for each type. Each phrase index has a one-letter “tag”, such as “a” for Author, “d” for Subject, or “t” for Title. The …

Created: April 27, 2016
Last revised: June 30, 2017
Review date: None set

Freeing busy records

Author: smoody
Posted in: Systems

Records are kept “busy” in Millennium when staff have them open in edit mode, or when the system is processing a transaction related to that record such as a payment on an order record. All staff must understand the importance of closing each record immediately after edits are complete to save the edits and avoid …

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

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

Date substitution in Millennium

Author: smoody
Posted in: Systems

Place the cursor where the date should appear in the field. This can be at the beginning or end of field, or within text. If you are entering a field for which there are specific instructions about where to put the date, be sure to follow those instructions. Otherwise, it’s generally a good idea to …

Created: April 26, 2016
Last revised: September 28, 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

Create Lists

Author: smoody
Posted in: Systems

CREATE LISTS Information What is Create Lists? The Millennium report generator Generates customized reports Can find almost anything in the database Lets you sort the records you find Lets you edit the records you find (depending on your authorization) Creates files you can use in other parts of the system (for example, Rapid Update, Statistics, …

Created: April 26, 2016
Last revised: March 24, 2017
Review date: None set

CAT DATE – how to update, why it matters

Author: smoody
Posted in: Systems

Procedure Every Millennium bibliographic record has a CAT DATE field at the top of the fixed fields.  If there is no date filled it, it means the record is uncataloged. If a date appears in this field, it means the record is considered cataloged.  As you catalog records this date needs to be filled in. …

Created: April 26, 2016
Last revised: January 25, 2017
Review date: None set

Bookplates for OskiCat

Author: smoody
Posted in: Systems

To include a bookplate in the OskiCat full display, the following information needs to be in the MARC record: The 560 field should contain the text to appear in the bookplate and “[UCB Insert Bookplate]” which will trigger the insertion of the bookplate. If multiple 560s are added the text will be concatenated together into …

Created: April 26, 2016
Last revised: December 15, 2016
Review date: None set

Batch withdrawal

Author: smoody
Posted in: Systems

Procedure Batch withdrawal for missing/billed campus items – MAY NOT be done for NRLF items. These procedures may be adapted for other campus withdrawal projects. This procedure describes the steps taken by Systems to withdraw items in batch. This is being done quarterly for items that are referred for replacement, referred for order, and billed and …

Created: April 26, 2016
Last revised: November 7, 2016
Review date: None set

Barcode types

Author: smoody
Posted in: Systems

How to Distinguish Between a UCB Circulation Barcode and an NRLF Barcode Berkeley barcode numbers start with a “C” or a “B” followed by nine numbers (no spaces). LBL barcodes for migrated items contain 3 alphabetic characters followed by 3 numbers. For example: C104078925 (Berkeley) ACS637 (LBL) Also, the physical barcode label has “U.C. Berkeley …

Created: April 26, 2016
Last revised: November 7, 2016
Review date: None set