Twenty Tips in 50 Minutes

Pam Skittino
Deerfield Public Library, Deerfield, IL.
[email protected]
Slides and document

 The slides and a Word document with more
description and links to csdirect pages will be
available on the WILIUG website in July.
Scope

 This presentation covers random things that I’ve
learned or found out that my library didn’t know in
the last two years.
 Many different functions of Millennium/Sierra and
Encore are covered so if you don’t use one function,
stay tuned for the next one 
Cataloging #1

 In OCLC Connexion, add a MARC 949 field to
control bib and item records in Sierra/Millennium
 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Specifies the load table to use when the record is
exported from OCLC
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Specifies the match point, in this case the bib record
number
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Specifies the Bib Location
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Sets the barcode
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Sets the item location code
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Sets the price – you don’t need the dollar sign
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Sets the item status
Cataloging #1

 949 *recs=b; ov=.b12631966 ;bn=jd;
 949 1ǂi 39094031799040 ǂl jdw ǂp 29.99 ǂs c ǂt 15
 Sets the Item type
Keyboard shortcut #1

 Need to enter a date?
 t for today; c for calendar; b for blank
Keyboard shortcut #2

 Control [ ] to move to the previous/next record in a
list and Ctrl , . to move to the previous/next item in
a list
Keyboard shortcut #3

 Use the spacebar to accept the default choice
 Caution – you don’t always know what the default
choice is until you test it!
 There are three keyboard shortcuts for this checkin
message – 1. Spacebar means yes; 2. Y means yes; 3.
N means no.
Macros

 Located in AdminSettings
Macros – Example 1

 Look at menus – underlines tell you what letter to
use with an ALT key, they can be stacked
 Check this out
Macros – Example 2

 Queue a spine label into queue 1 and reset for the next
record search
 %CTRL+SHIFT+1% is the command to queue the spine
label into queue 1
 %ALT+f%c% is the command to close the record
 %Tab% moves the curser from the index selection field to
the barcode search box
 To use in the function Search/Holds or Catalog: scan the
first barcode; press F7; scan the next barcode, press F7,
repeat!
Searching by record
number

 If you know an item/bib/patron record number,
choose the “.” index and remember to add an “a” at
the end to take the place of the check digit.
Uh-oh, I clicked delete…

 If you accidently deleted a hold that has been in the system
more than a day and you remember either the title or the
patron name, you can look up the hold information in the
“View Outstanding Holds” function!
Encore Tip 1

 Highlighting of the search term went away after the
last upgrade – to turn it back on navigate to your
Encore Admin webpage – click Encore
Customization  Choose Color and change it to
something you like
Encore Tip 1

Encore – Tip 2

 After you have made changes to Encore, especially to
JavaScript refresh your installation:
 http://<ENCORE URL>/iii/encore/refreshSuite
Webpac/Encore

 Have PINs and want staff to be able to help patrons
place holds without having to ask for the PIN?
 Use the service commitment for “Patron Requests by
Staff”
 Change your staff URL for the catalog by adding
:2084 to the end
Field Fun #1

 Some item record fields you may have to ask the
help desk to add:
 Last Checkout Date
 Inventory Date
 Your labels will most certainly be different
Field Fun #2

 By default, not every field may be Rapid Updateable. Ask the help desk to allow fields.
Cataloging #2

 Headings Reports
 Blind References
Cataloging #2

 A.K.A – don’t
believe everything
this report tells you!
 These way down
here at the bottom,
probably true.
 Headings that aren’t
subdivided probably
NOT true.
Cataloging #2

 If you are feeling
confident in your file or
you want to look at
your files, move them
to a review file.
 You can then open the
individual records or
just process the file thru
delete records.
Cataloging #3 – Modify
Group

Cataloging #3 – Modify
Group

Cataloging #3 – Modify
Group

Substitution phrase

 Temporary or
Permanent
 Save typing
Substitution phrase

Substitution phrase

Substitution phrase

 Enter %0 space and
navigate to another
field. The substitution
phrase will fill itself in
MARC format validity
tables

 A.K.A – make the red
go away!
 In Admin Corner or
your Telnet/SSH client
 Navigate the path
AASOD
 Choose 01
 Chose MARC 21 Bib
format
MARC format validity

 ^F means CTRL-F – do this first to
see the entire menu. Everything
here has to be done with the choices
provided, don’t rely on backspace,
page up, etc.
 ^End means stop and save not
scroll to the end
 Add in your local fields or have
Innovative update this table.
Remember, if you have Innovative
do it, you will lose your custom
edits so best to keep track of those
edits so you can recreate them!
Java Security Exception

 Search Java Control
Panel in the windows
search box
 Click on Java
Java Security Exception

 In the Security Tab
choose Edit Site List
Java Security Exception

 Click Add
Java Security Exception

 Add the URL of your
server with https
OCLC – Joel Hahn’s
Marco to enhance a 505

 To see the appropriate macros
http://www.hahnlibrary.net/libraries/oml/connex.
html
 To learn how to add them to OCLC Connexion
 http://www.hahnlibrary.net/libraries/oml/webma
cros.html
Display a keyboard on
your screen

 Search Windows for
“On-Screen Keyboard”
 Use your mouse to
“click” on the keys
when you are showing
co-workers new
shortcuts!
Thanks!

Pam Skittino
Deerfield Public Library, Deerfield, IL.
[email protected]