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Phil Shirley Cuyahoga Falls Library. Overview. Word (2 Examples) Excel (8 Examples) Global Update (1 Example) Getting item barcodes into a review file (5 ways) Word & Excel 2007. Word. Word: Replace. Home tab, editing group CTRL+H (for cHange ) Replace A ll (or ALT+A).

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Phil shirley cuyahoga falls library

Phil Shirley

Cuyahoga Falls Library


Overview
Overview

  • Word (2 Examples)

  • Excel (8 Examples)

  • Global Update (1 Example)

  • Getting item barcodes into a review file (5 ways)

  • Word & Excel 2007



Word replace
Word: Replace

  • Home tab, editing group

  • CTRL+H (for cHange)

  • Replace All (or ALT+A)


Word replace1
Word: Replace

  • Paragraph break: ^p

  • Tab: ^t

  • Manual Line Break: ^l


Word replace example 1 clean up a list
Word: Replace: Example 1Clean Up a List

  • Create Lists

    • List

    • Blank lines between records: 1

    • Print to email

  • Copy from email, paste into Word


Word replace example 1 clean up a list1
Word: Replace: Example 1Clean Up a List

  • Put CAT DATE on its own line.

    • CAT DATE to ^pCAT DATE

  • Change field labels to something else.

    • Click “More”: “Match Case”

  • Remove periods at end of lines (some have spaces after them)

    • . ^p to ^p

    • .^p to ^p


Word replace example 1 clean up a list2
Word: Replace: Example 1Clean Up a List

  • Remove paragraph breaks within titles.

    • Change other paragraph breaks to line breaks:

      • ^p^pTITLE to ^l^lTITLE

      • ^pBIB LOC to ^lBIB LOC

      • ^pCAT DATE to ^lCAT DATE

    • Change remaining paragraph marks to spaces


Word replace example 2 magazine list for web site
Word: Replace: Example 2 Magazine list for web site

  • Click a title to go to the catalog record

  • Construct URLs from the bib number and title

  • When creating code in Word, beware of

    • smart quotes

    • extra spaces

    • other things

    • Set in Word options: advanced


Word replace example 2 magazine list for web site1
Word: Replace: Example 2 Magazine list for web site

  • URL that links to the full display for a bib record:http://catalog.cuyahogafallslibrary.org/record=b1236742


Word replace example 2 magazine list for web site2
Word: Replace: Example 2 Magazine list for web site

  • Start with:b1236742 AARP the Magazine

  • With URL, HTML & title:<a href="http://catalog.cuyahogafallslibrary.org/record=b1236742">AARP the Magazine</a><br />


Word replace example 2 magazine list for web site3
Word: Replace: Example 2 Magazine list for web site

  • Create Lists: Export (to get columns)

    • Field delimiter: tab (control character 9)

    • Text qualifier: none


Word replace example 2 magazine list for web site4
Word: Replace: Example 2 Magazine list for web site


Word replace example 2 magazine list for web site5
Word: Replace: Example 2 Magazine list for web site

  • Beginning of line:

    • Replace ^p with^p<a href="http://catalog.cuyahogafallslibrary.org/record=

  • Between bib # & title:

    • Replace ^t with ">

  • End of line:

    • Replace ^p with </a><br />^p


Word replace example 2 magazine list for web site6
Word: Replace: Example 2 Magazine list for web site

  • b1236742 AARP the Magazine

  • <a href="http://catalog.cuyahogafallslibrary.org/record=b1236742">AARP the Magazine</a><br />



Export open in excel
Export, Open in Excel

  • Create Lists: Export (use defaults)


Export open in excel1
Export, Open in Excel

  • Excel: Open (show all file types)

    • Delimited (accept default)

    • Delimiter: change to comma

    • Text qualifier (accept default)

    • Data format for each column (accept default)


Excel example 1 patrons with multiple barcodes
Excel Example 1 Patrons with multiple barcodes

  • Create a list of patrons.

  • Export to Excel with patron number and barcode, with repeated field delimiter same as field delimiter.


Excel example 1 patrons with multiple barcodes1
Excel Example 1 Patrons with multiple barcodes


Excel example 1 patrons with multiple barcodes2
Excel Example 1 Patrons with multiple barcodes

  • Excel:

    • Sort by column C (data tab, sort).

  • Also works for multiple attached records.


Excel example 2 finding duplicate records
Excel Example 2Finding Duplicate Records

  • How do I find records with the same value in some field?

  • Like bibs with the same OCLC #

  • Or patrons with the same phone #

    • Create a list of all patrons

    • Export phone number field


Excel example 2 finding duplicate records1
Excel Example 2Finding Duplicate Records

  • Step 1: Conditional Formatting

    • Select the column

    • Home tab

    • Styles group

    • Conditional formatting

    • Highlight cells rules

    • Duplicate values


Excel example 2 finding duplicate records2
Excel Example 2Finding Duplicate Records

  • Step 2: Sort by cell color

    • Data tab

    • Sort by cell color; no color: on bottom

    • Excel freezes with large sets(For me, it freezes with 50,000 rows, but works with 200 rows)


Excel example 2 finding duplicate records3
Excel Example 2Finding Duplicate Records

  • Step 2 alternative: Filter by cell color

    • Data tab

    • Filter

    • Filter by cell color

    • Slow, but it works for me with 50,000 rows


Excel example 3 subtotal circ by location
Excel Example 3:Subtotal Circ by Location

  • Create Lists

    • Item records sorted by item location

    • Export item location, TOT CHKOUT


Excel example 3 subtotal circ by location1
Excel Example 3:Subtotal Circ by Location

  • Excel

    • Data tab, Outline group, Subtotal

    • At change in location, sum checkouts

    • Display only subtotals: Click “2” on left


Excel example 4 number of items by location
Excel Example 4:Number of items by location

  • Create Lists

    • Item records sorted by item location

    • Export item location


Excel example 4 number of items by location1
Excel Example 4:Number of items by location

  • Excel

    • Insert QTY column, “1” in each row

      • 1<Enter>, copy, select, paste

      • Ctrl+Shift+End to select everything to the end

    • Data tab, Outline group, Subtotal

    • At change in location, sum QTY

    • Display only subtotals: Click “2” on left


Excel example 5 bibs by number of items
Excel Example 5:Bibs by number of items

  • Which “new fiction” titles have the most copies?

  • Create Lists

    • Create a list of items in location “new fiction”.

    • Sort by title.

    • Export title.


Excel example 5 bibs by number of items1
Excel Example 5:Bibs by number of items

  • Excel

    • Add QTY column.

    • Subtotal QTY.

    • Collapse to level 2.

    • Sort by QTY, descending.


Excel example 6 look up groups in other file
Excel Example 6:Look up groups in other file

  • How do you group similar location codes?

    • DVDs: dvda, dvde, dvdn, dvdp

  • Create a spreadsheet with codes & categories

  • In another spreassheet, add a “Category” column with VLOOKUP function


Excel example 6 look up groups in other file1
Excel Example 6:Look up groups in other file

=VLOOKUP(A2,'c:\[Locations lookup table.xlsx]Sheet1'!$A:$B,2,0)

  • A2: Cell with value to search for

  • 'c:\[Locations lookup table.xlsx]Sheet1': file

  • !$A:$B: columns A and B in that file

  • 2: Bring back the value that’s in 2nd column

  • 0: If no exact match, say “#N/A”


Excel example 6 look up groups in other file2
Excel Example 6:Look up groups in other file

  • This example is simplified from an Export from Millennium Web Management Reports (/manage)

  • Circ activity, all activity, last month, by item location

  • I go on to sort by category, then subtotal, & display only the subtotals


Excel example 6 look up groups in other file3
Excel Example 6:Look up groups in other file

  • You could also use VLOOKUP to simply translate itype or ptype codes to text labels.


Excel example 7 analyzing billed items
Excel Example 7:Analyzing billed items

  • For items that are currently billed, what type of patron has how many of what type of item, and what are the total costs, and how does this vary by branch?


Excel example 7 analyzing billed items1
Excel Example 7:Analyzing billed items


Excel example 7 analyzing billed items2
Excel Example 7:Analyzing billed items

  • For items that are currently billed, what type of patron has how many of what type of item, and what are the total costs, and how does this vary by branch?


Excel example 7 analyzing billed items3
Excel Example 7:Analyzing billed items

  • Create a list of items with status “billed”.

  • Export barcode, itype, ptype, price, branch.

  • Open in Excel.

  • Add QTY column.


Excel example 7 analyzing billed items4
Excel Example 7:Analyzing billed items

  • Select any cell; “Insert” tab: Pivot Table

  • Accept defaults.

  • Drag itype to Row Labels

  • Drag ptype to Column Labels

  • Drag QTY to Values


Excel example 7 analyzing billed items5
Excel Example 7:Analyzing billed items

  • Value: Drag QTY out, drag Price in.

  • Drag Branch to Report Filter


Excel example 8 analyzing item statuses
Excel Example 8:Analyzing item statuses

  • How many items have what status, by bib location, subdivided by item location?

  • Create a list of items.

  • Export item status, item loc, bib loc.

  • Open in Excel.

  • Add QTY column.


Excel example 8 analyzing item statuses1
Excel Example 8:Analyzing item statuses

  • Insert pivot table

  • Rows: bib loc, then item loc

  • Columns: status

  • Value: QTY


Global update unsuppressed bibs with all items suppressed
Global Update Unsuppressed Bibs with all items suppressed

  • Find:

    • Bibs that are not suppressed …

    • Where all the attached items are suppressed

  • It’s easy to find bibs where at least one item is suppressed.


Global update unsuppressed bibs with all items suppressed1
Global Update Unsuppressed Bibs with all items suppressed

  • A: Create a list of bibs with bib suppression code “unsuppressed” & icode2 “suppressed”.

    • You get bibs where at least one item is suppressed.

    • Includes bibs where all items are suppressed, and bibs where some items are not suppressed.


Global update unsuppressed bibs with all items suppressed2
Global Update Unsuppressed Bibs with all items suppressed


Global update unsuppressed bibs with all items suppressed3
Global Update Unsuppressed Bibs with all items suppressed

  • B: Create another list of bibs

    • Limited to list A

    • With icode2 not “suppressed”

    • These are the bibs in list A that you don’t want.

    • Update these bibs with something unique that you can search for, so you can exclude them.


Global update unsuppressed bibs with all items suppressed4
Global Update Unsuppressed Bibs with all items suppressed

  • Global Update list B to change bib suppression to “suppressed” (or some other field to a temporary code you can find)

  • C: Create a list of bibs

    • Limited to list A

    • With bib suppression code not “suppressed”


Global update unsuppressed bibs with all items suppressed5
Global Update Unsuppressed Bibs with all items suppressed

  • Rapid Update list B again to change bib suppression back to “unsuppressed”

  • You could use some unused field instead, perhaps with a special value called “marker”, instead of messing with an important field like suppression.



Barcodes into a review file 1 add to existing list
Barcodes into a Review File 1:“Add” to Existing List

  • Millennium Create Lists: Existing List: Add

  • Scan in barcodes

  • Once you get started it's space bar, scan, alt-s

  • Could paste instead of scan

  • Cumbersome, but requires nothing extra


Barcodes into a review file 1 add to existing list1
Barcodes into a Review File 1:“Add” to Existing List


Barcodes into a review file 2 character based rapid update
Barcodes into a Review File 2: Character-based Rapid Update

  • D > Catalog DATABASE maintenance

  • R > RAPID updating

    • Choose “Items”, “not in a review file”

  • Make a change that’s unique & reversible

  • (After you get started, it's scan, enter...)

  • Create lists: Search for them


Barcodes into a review file 2 character based rapid update1
Barcodes into a Review File 2: Character-based Rapid Update

  • Requires scanning each barcode

  • Use Millennium Rapid Update to change them back when you’re done


Barcodes into a review file 3 upload to inventory via fts
Barcodes into a Review File 3: Upload to inventory via FTS

  • Start with text file of barcodes

  • Put n: before each barcode, liken:ITMPL000991587 (replace based on prefix)

  • Put the file on an FTP server


Barcodes into a review file 3 upload to inventory via fts1
Barcodes into a Review File 3: Upload to inventory via FTS

  • C > CIRCULATION subsystem

  • A > ADDITIONAL circulation functions

  • P > PROCESS PC transactions

  • F > FTS Transfer…

  • C > COMPARE inventory to shelf list

  • T > TRANSFER file of barcodes to a Review File


Barcodes into a review file 4 offline circ
Barcodes into a Review File 4:Offline Circ

  • Start with text file of barcodes

  • Put n: before each barcode, liken:ITMPL000991587 (replace based on prefix)

  • Make the file: Millennium\Offline\circ.dat

  • Upload using Offline Circ product


Barcodes into a review file 4 offline circ1
Barcodes into a Review File 4:Offline Circ

  • C > CIRCULATION subsystem

  • A > ADDITIONAL circulation functions

  • P > PROCESS PC transactions

  • C > COMPARE inventory to shelf list

  • T > TRANSFER file of barcodes to a Review File


Barcodes into a review file 5 count use portable reader
Barcodes into a Review File 5: Count Use, Portable Reader

  • You don’t actually use a portable reader

  • Does your library use “copy use” field?

    • Create lists: items with copy use > 0

  • Start with text file of barcodes

  • Put n: before each barcode, likeb:ITMPL000991587 (replace based on prefix)


Barcodes into a review file 5 count use portable reader1
Barcodes into a Review File 5: Count Use, Portable Reader

  • Millennium Circulation

  • Count Use mode

  • Choose “Portable Reader”

  • Process File: Choose a file to upload.


Barcodes into a review file 5 count use portable reader2
Barcodes into a Review File 5: Count Use, Portable Reader

  • Adds to item records’ “copy use” field

  • Search for copy use < 0 in Create Lists

    • Could add “date updated” criteria

  • Rapid update “copy use” to zero when done



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