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Greg Sennema library.wlu.ca/blogs/technolibrarian www.macros.com Time Saving Shortcuts with MacroExpress Greg Sennema Electronic Services Librarian Wilfrid Laurier University Session 1912

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Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Time Saving Shortcutswith MacroExpress

Greg SennemaElectronic Services Librarian

Wilfrid Laurier University

Session 1912

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

• what are macros

• MacroExpress

• why use macros

• workflow of a macro

• is MacroExpress necessary?

• MacroExpress resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

What are Macros?

A macro is a way to automate a task that you perform repeatedly or on a regular basis.

Macros are script files that send keystrokes toyour keyboard and move and click your mousefor, or instead of you.

It takes time to become accustomedto creating and using macros

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

What are Macros?

Macros are not just shortcuts.e.g., CTRL-ALT- W = Microsoft Word

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

What are Macros?

• CTRL-A – select all• CTRL-C – copy • CTRL-F – find • CTRL-X – cut • CTRL-V – paste • CTRL-S – save

• CTRL-P – print • CTRL-O – open • CTRL-W – close • CTRL-Y – redo • CTRL-Z – undo

Macros are not just shortcuts

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress 3.5

• runs on Windows XP, ME, 2000, NT 4, 98 or 95• $25 - $40 depending on quantity of licenses

If it can be done with a keyboard and mouse…Do it with MacroExpress

No prior programming experience is required

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

• More time spent on higher-level activities and less on repetitive pointing and clicking and dragging and dropping tasks

• More consistent execution of work flow

• Potential transfer of tasks to lower-level staff, e.g. student employees

• TUG example

MacroExpress – Why use Macros?

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress – Why use Macros?

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

1. identify the process

2. look for repetition

3. reorganize process elements for better execution

4. consider alternative ways to complete same task

5. determine necessary information e.g. input from user

MacroExpress – Workflow of a macro

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Define the starting and ending points

e.g., within an ILS system, retrieve Bib record by Bib ID

Starting point: display the BIB ID search screen

• Note what has to happen for process to work• Note the buttons that are clicked• Note the keys that are pressed

Ending point: display of the bib record

MacroExpress – Workflow of a macro

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Example – Hélène

Starting point: starting an email message

• Open “Find” utility• Search for “h-e-l-e-n-e”• Find an email with her name, copy name• Open new email, paste her name

Ending point: having Hélène spelt correctly in email

MacroExpress – Example #1 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

1. identify the process

2. look for repetition

3. reorganize process elements for better execution

4. consider alternative ways to complete same task

5. determine necessary information e.g. input from user

MacroExpress – Workflow of a macro

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress – Example #1 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress – Example #1 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress – Example #1 of 4

Example – Hélène

• Similar to Microsoft Word’s Auto Correct feature, except that this works in ANY program running on Windows• use short-forms for often-used long words

• IE7 = Internet Explorer 7• MS = Microsoft• ME = MacroExpress• LL = Laurier Library

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Example – Opening a password-protected web site

Starting point: open browser

• navigate to web site (bookmark, address bar, etc.)• place cursor in id box, type in id• place cursor (tab?) in password box, type in password• click on enter

Ending point: logged into web site

MacroExpress – Example #2 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress – Example #2 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Macro Express – Example #2 of 3

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Example – Open program, initiate function

Starting point: open Juice

• click Start, Juice• click on “check for new podcasts” button• close program when complete

Ending point: mp3’s downloaded into C:/podcasts

MacroExpress – Example #3 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress – Example #3 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Macro Express – Example #3 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Example – Process Swets invoice, GST

Starting point

Ending point

MacroExpress – Example #4 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Starting pointEnding point

MacroExpress – Example #4 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Macro Express – Example #4 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

<REM2:Once on the invoice screen, hit CTRL-G><TEXTTYPE:<TAB><TAB><TAB><TAB>><DELAY:.5><REM2:tabs you down to the Locations section><TEXTTYPE:<ARROW DOWN><ARROW DOWN><ARROW DOWN><ARROW DOWN>><DELAY:.5><REM2:in Locations, choose the third selection WLU Library Periodicals><TEXTTYPE:<TAB><TAB><TAB><TAB>><DELAY:.5><REM2:tab user to Other Charges under Amounts><MMC><REM2:moves the mouse to where the cursor is><DELAY:.5><MMP2:10,0><REM2:moves the mouse over 10px, since no key combo can do this on this screen><DELAY:1><LCLK><REM2:clicks on the elipses><DELAY:1><TEXTTYPE:<ALT>E><REM2:Click Edit.. to edit invoice fees><DELAY:1><TEXTTYPE:H><REM2:On the Add/edit Adjustment dialogue box, choose H for HANDLING CHARGE in the Charge Type><DELAY:1><TEXTTYPE:<TAB><TAB><TAB>><TEXTTYPE:<TAB><TAB>><DELAY:1><REM2:tab down 2x to the Commit to Fund field><TEXTTYPE:post-s><DELAY:1><TEXTTYPE:<ENTER>><DELAY:1><TEXTTYPE:<ALT>O><DELAY:1><REM2:Click OK><TEXTTYPE:<ALT>O><DELAY:1><REM2:Click OK><TEXTTYPE:<ALT>N><DELAY:1><REM2:Get to Notes tab><TEXTTYPE:<TAB>><DELAY:1><REM2:tab down to notes field><TEXTTYPE:100% GST exempt><REM2:Type this text in the notes field><TEXTTYPE:<ENTER>><TEXTTYPE:Actual invoice total $>

Example – Process Swets invoice, GST

MacroExpress – Example #4 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Example – Process Swets invoice, GST

MacroExpress – Example #4 of 4

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

• it takes time to become accustomed to using macros

• there is an initial time commitment that can seem to

to outweigh the benefits

• how much time do you spend in front of a computer?

• determine the amount/level of repetitive tasks

• determine the complexity of software used

• determine the software’s built-in (macro) tools

Customer list

Is MacroExpress necessary?

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Beginner • Setting up and using Macro Express • Using wizards to create macros • Running and Activating macros

Intermediate • Using variables to enhance your macros • Handling Windows and other programs• Using command line arguments

Advanced • Working with the Windows Registry commands • Processing data within files • Handling applications using Window Controls

MacroExpress Resources

Greg Sennemalibrary.wlu.ca/blogs/technolibrarian

www.macros.com

Questions or comments?

Greg SennemaElectronic Services Librarian

Wilfrid Laurier University

Session 1912