1. HOW TO USE
MILLENNIUM
CREATE LISTS
Chula Vista Public Library

2. Millennium Create Lists
Tip
 Review Files are grouped by 1000, 5000, 15000, 25000, 75000, and
150000.
 Before selecting an empty Review File, estimate how many results you
expect.

3. Millennium Create Lists
Tip Click on the appropriate column heading to sort Review Files by:
 Name (of file)  Status (e.g. complete, in progress, empty)
 Current (# of) Records  Initials
 Max (# of) Records  Date Created
 Type (e.g. patron, item, bibliographic)

4. Millennium Create Lists
Tip
To view the search parameters of a specific Review File, click
Show Info.

5. Millennium Create Lists
Tip
To display all Files, or only those with a specific status, click the All
button.

6. 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.

7. Millennium Create Lists
Step To copy an existing Review File,
1 single-click to select a line with the Name Empty and Status
empty.

8. Millennium Create Lists
Step
2
Click the Search Records button.

9. Millennium Create Lists
Step
3
In the Review File Name box, replace Empty with a
meaningful filename.

10. Millennium Create Lists
Step
4
Click the Use Existing
Search or Retrieve
Saved Query button.

11. Millennium Create Lists
Step
5
Single-click to select
the Name of the
Review File you wish
to copy.
Click Use.

12. Millennium Create Lists
Step
6
Edit the values as needed.
Click Save As.

13. Millennium Create Lists
Step
7
In the Save Query As:
box, enter a meaningful
filename.
Click Save.

14. 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.

15. Millennium Create Lists
Step To create a new Review File,
1 single-click to select a line with the Name Empty and Status
empty.

16. Millennium Create Lists
Step
2
Click the Search Records button.

17. Millennium Create Lists
Step In the Review File Name box,
3 replace Empty with a meaningful filename.

18. Millennium Create Lists
Step In Store Record Type,
4
select the appropriate record type.

19. Millennium Create Lists
Step Enter the appropriate Start and Stop values or
5 accept the existing values.

20. 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.

21. 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.

22. 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.

23. Millennium Create Lists
Step
9
Double-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.

24. Millennium Create Lists
Step
10
Single-click in the Value B
box and enter a value, if
necessary.

25. 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.

26. Millennium Create Lists
Step
12
If 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.

27. 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.

28. Millennium Create Lists
Step Status will display as in progress… while the system searches for
14 records matching your query. The Status will change to complete when
your list is ready.

29. Millennium Create Lists
Step To display the contents of your list, click the Show Records
15 button.

30. Millennium Create Lists
Tip
You can Sort your records and/or Export records to your PC in
Excel format.

31. Millennium Create Lists
Step 1
To Sort your records, click the Sort Records button.

32. Millennium Create Lists
Step 2
In 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.

33. Millennium Create Lists
Step 3
Click Sort.
Click Close.

34. Millennium Create Lists
Tip
Select only 1 or 2 sort parameters to:
 ensure you generate the expected results
 prevent system slowness

35. 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)

36. Millennium Create Lists
Step 2
Click to select the Review File.
Click the Export Records button.

37. 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.

38. Millennium Create Lists
Step 4
Click the Browse button to open the Choose output file window.

39. 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.

40. Millennium Create Lists
Step 6
The complete path to your text
file is displayed in the File box.
Click OK to export the file.

41. Millennium Create Lists
Step 7
The Exporting window
displays while the
records are being
exported.

42. 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.

43. 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.

44. 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.

45. Millennium Create Lists
Step 3
In Text Import Wizard – Step 2
of 3 select Comma.
Click Next.

46. Millennium Create Lists
Step 4
In Text Import Wizard – Step 3 of
3 click Finish.

47. 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.

48. 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.

49. Congratulations!
You have successfully learned how to use Millennium Create Lists
