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.”

-- from the website of Insight Software Solutions, Inc., makers of Macro Express software

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!!!

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.

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

The Tutorial http://www.macros.com/tutorial/ME3Tutorial.

htm

Why Share Macros?

Pool Resources Share Ideas Increase Accuracy Increase Productivity

Shared Macro Files

• Shared Resources\\eres\work\TMK\MacroExpress

• ABOUT.txt• Documentation Folder• Voyager Macros Folder• Global Macros Folder• OCLC Macros Folder

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

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.

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

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.

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

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

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.

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

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/doc

ushare/dsweb/View/Collection-2556

More on Macros?

Macro Express Workshop?