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Macro Express

Macro Express. What is a Macro?. “A macro is a way to automate a task that you perform repeatedly or on a regular basis. It is a series of commands and actions that can be stored and run whenever you need to perform the task.”

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Macro Express

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  1. Macro Express

  2. What is a Macro? “A macro is a way to automate a task that you perform repeatedly or on a regular basis. It is a series of commands and actions that can be stored and run whenever you need to perform the task.” -- from the website of Insight Software Solutions, Inc., makers of Macro Express software

  3. Why MacroExpress? • Recommended by multiple Voyager customers at EndUser (Endeavor User Group) meetings. • It is reasonably priced, with discounts for multiple licenses. • It is easy to install. • The online tutorial will get you started quickly. • It is functional with Voyager clients and any other Windows-based applications. • It works!!!

  4. How to get Macro Express • For ML Employees • Send Helpdesk Message • Non ML Employees: • Insight Solutions Software webpage: http://www.macros.com • Free 30-day evaluation version which is fully functional. • Try it before you buy it.

  5. Online Tutorial Available • Strongly recommended • Easy to learn the basics via the tutorial • Basic tutorial takes about 1 1/2 hours to complete • Shared Macros assume user has basic knowledge of Macro Express functionality

  6. The Tutorial • http://www.macros.com/tutorial/ME3Tutorial.htm

  7. Why Share Macros? • Pool Resources • Share Ideas • Increase Accuracy • Increase Productivity

  8. Shared Macro Files • Shared Resources\\eres\work\TMK\MacroExpress • ABOUT.txt • Documentation Folder • Voyager Macros Folder • Global Macros Folder • OCLC Macros Folder

  9. Shared Macros cont. • Currently Have • 10 Voyager cat macros (holdings) • 1 Voyager cat/acq macro • 1 global macro • Future • Other ML library staff • Contributions from member libraries • Access via BMS online manual

  10. Show and Tell • Copy Record ID to clipboard (alt+A) • Copies the Bib, Holding, Item, or Authority record ID number from the title bar of an open window in the Voyager Cataloging Client and places it on the Clipboard. Once on the Clipboard, the ID number can be pasted using the standard Windows "Paste" command.

  11. Show and Tell cont. • Adds 590 Gift note (Alt+p) • This macro adds a line and creates a 590 field. • It then pastes the gift note

  12. Show and Tell cont. • Holdings & Items (ctrl+H) • This macro opens up the holding record; makes changes to the leader line; makes changes to the 008 field; adds 007 for appropriate formats; corrects the location code; copies the 035 field from the bib record and pastes it into the holding record; saves the holding record; creates a new item record; pauses while the operator scans in the barcode; corrects the itype; and opens up the note field.

  13. Using Shared Macros • Tutorial! • Review the macro’s description in the documentation folder before downloading! • Know the Abort keystroke! • ScrLC + PauseBreak • Check Voyager Client Preferences

  14. Using Shared Macros cont. • TEST THE MACRO!!!! • Shared macros are basic templates • Can be personalized once downloaded • May need alterations • Font size • Left vs right mouse • Computer speed

  15. Closing Tips and Recommendations • Many macros have similar functionality, so borrow concepts / commands from existing macros. • Use Copy macro functionality and edit as needed • You don’t have to be a programmer to create useful macros. • Be creative and have fun! • Test, test, test! • If you have a macro please share.

  16. Getting Help • Macro Express online help Insight Software Solutions website • http://www.macros.com • Penn State Macro Express Support • http://www.libraries.psu.edu/tas/cataloging/macex/index.htm

  17. Getting Help cont. • Cornell University Library • http://lts.library.cornell.edu/lts/rt/kbs/macrox.cfm • University of Rochester (documentation & Macros) • http://docushare.lib.rochester.edu/docushare/dsweb/View/Collection-2556

  18. More on Macros? • Macro Express Workshop?

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