HOW TO USE

MILLENNIUM

CREATE LISTS

Chula Vista Public Library

Millennium Create Lists

Review Files are grouped by 1000, 5000, 15000, 25000, 75000, and 150000.

Before selecting an empty Review File, estimate how many results you expect.

Tip

Millennium Create Lists

Click on the appropriate column heading to sort Review Files by:Tip

Name (of file)

Current (# of) Records

Max (# of) Records

Type (e.g. patron, item, bibliographic)

Status (e.g. complete, in progress, empty)

Initials

Date Created

Millennium Create Lists

To view the search parameters of a specific Review File, click Show Info.

Tip

Millennium Create Lists

To display all Files, or only those with a specific status, click the All button.

Tip

Millennium Create Lists

Tip If there is a Review File with the same values in the

existing files or in the Saved tabs, you can copy the

existing Review File.

Millennium Create Lists

Step

1To copy an existing Review File,

single-click to select a line with the Name Empty and Status

empty.

Millennium Create Lists

Step

2Click the Search Records button.

Millennium Create Lists

Step

3In the Review File Name box, replace Empty with a

meaningful filename.

Millennium Create Lists

Step

4Click the Use Existing

Search or Retrieve

Saved Query button.

Millennium Create Lists

Step

5Single-click to select

the Name of the

Review File you wish

to copy.

Click Use.

Millennium Create Lists

Step

6

Edit the values as needed.

Click Save As.

Millennium Create Lists

Step

7

In the Save Query As:

box, enter a meaningful

filename.

Click Save.

Millennium Create Lists

Tip

If there are no Files with the same values in the existing

files or in the Saved tabs, you will need to create a new

Review File.

Millennium Create Lists

Step

1To create a new Review File,

single-click to select a line with the Name Empty and Status

empty.

Millennium Create Lists

Step

2Click the Search Records button.

Millennium Create Lists

Step

3In the Review File Name box,

replace Empty with a meaningful filename.

Millennium Create Lists

Step

4In Store Record Type,

select the appropriate record type.

Millennium Create Lists

Step

5Enter the appropriate Start and Stop values or

accept the existing values.

Millennium Create Lists

Step

6 Double-click in the

Type box to display

the record types.

Click to select the

desired Type and

click OK.

Alternatively, simply

single-click in the

Type box and enter

the value: b, o, c or

i.

Millennium Create Lists

Step

7 Double-click in the

Field box to display

the record fields.

Click to select the

desired Field and click

OK.

Alternatively, simply

single-click in the

Field box and enter a

value.

Millennium Create Lists

Step

8

Double-click in the

Condition box to display

the search conditions.

Click to select the desired

Condition and click OK.

Alternatively, simply

single-click in the

Condition box and enter

a value.

Millennium Create Lists

Step

9Double-click in the Value A

box to display a list of

values.

Click to select the desired

Value A and click OK.

Alternatively, simply single-

click in the Value A box and

enter a value.

Millennium Create Lists

Step

10

Single-click in the Value B

box and enter a value, if

necessary.

Millennium Create Lists

Step 11

Click Insert Line or

Append Line to add lines

as needed.

Insert Line inserts a line

before the current line.

Append Line appends a

line after the current line.

Millennium Create Lists

Step

12If necessary, double-

click in the Operator

box to change the

operator from And to

Or and click OK.

Continue adding

additional search

criteria as needed.

Millennium Create Lists

Step

13

Click the Search button

when you are ready to

perform

your search.

At the prompt “Start

Searching on Your Review

File Name?”

click Yes.

Millennium Create Lists

Step

14Status will display as in progress… while the system searches for

records matching your query. The Status will change to complete when

your list is ready.

Millennium Create Lists

Step

15To display the contents of your list, click the Show Records

button.

Millennium Create Lists

Tip

You can Sort your records and/or Export records to your PC in

Excel format.

Millennium Create Lists

Step 1

To Sort your records, click the Sort Records button.

Millennium Create Lists

Step 2In the Sorting Fields

window:

Double-click in the Type box

and select the appropriate

Type.

Double-click in the Field box

and select the appropriate

Field.

Alternatively, simply single-

click in each box and enter

the appropriate value.

Millennium Create Lists

Step 3

Click Sort.

Click Close.

Millennium Create Lists

Tip

Select only 1 or 2 sort parameters to:

ensure you generate the expected results

prevent system slowness

Millennium Create Lists

Step 1

To Export your records, create a new folder or use an existing

folder on a network drive (e.g. R:\TECHNICAL SERVICES)

Millennium Create Lists

Step 2Click to select the Review File.

Click the Export Records button.

Millennium Create Lists

Step 3

In the Export Information

window:

Double-click in the Type box and

select the appropriate Type.

Double-click in the Field box and

select the appropriate Field.

Alternatively, simply single-click in

each box and enter the

appropriate value.

Millennium Create Lists

Step 4Click the Browse button to open the Choose output file window.

Millennium Create Lists

Step

5 In the Choose output file

window:

Click to select your folder in

the Save In dropdown.

In the File Name box, enter a

meaningful filename.

In the Files of Type box, leave

the default setting Text Files

(*.txt)

Click the Save button.

Millennium Create Lists

Step 6

The complete path to your text

file is displayed in the File box.

Click OK to export the file.

Millennium Create Lists

Step 7

The Exporting window

displays while the

records are being

exported.

Millennium Create Lists

Tip

To make the exported Review File easily readable, convert the

exported Review File from text (.txt) format to Excel (.xls or .xlsx)

format.

Millennium Create Lists

Step 1

To convert the Review File from text

to an Excel format:

Open Microsoft Excel.

Click File – Open – Look in to find

the review file (.txt) you saved on

your PC.

You may need to click the Files of

type dropdown and select All Files

(*.*) to find your review file.

Millennium Create Lists

Step 2

Double-click on the file to open

the Excel Text Import Wizard.

In Text Import Wizard – Step 1

of 3 click to select Delimited (if it

is not already selected).

Click Next.

Millennium Create Lists

Step 3

In Text Import Wizard – Step 2

of 3 select Comma.

Click Next.

Millennium Create Lists

Step 4

In Text Import Wizard – Step 3 of

3 click Finish.

Millennium Create Lists

Step 5

The worksheet will open

automatically. The columns

may appear to run together.

To separate the

columns, double-click on a

borderline

of the column headings.

Millennium Create Lists

Step 6

To save the Review File in

Excel format:

Click File – Save As.

In the Save as type

dropdown, select Microsoft

Excel Workbook (*.xls or

*.xlsx)

Click Save.

You have successfully learned how to use Millennium Create Lists

Congratulations!