Using Macro Express

Macro Express at Yale Home Page   January 2006

New Macro Express Files for 2006

[For glitch list, click here]

Two new files were distributed with the Voyager 5 rollout: Master2D.mex and Master2N.mex.  Staff should begin using these files with Voyager 5.0.

1. To begin using the new files:

a. Double click on the Macro Express icon in the start tray to open the Macro Express Explorer window.

b. Click on the folder icon on the toolbar or File menu-->Open Macro File.

c. The Open Macro File window will open. Make sure the Look in: is for Macro Express 3.

d. Find the files Master2D.mex and Master2N.mex. If you use diacritics in Orbis and RLIN when creating or updating records, select Master2D.mex. Otherwise, select Master2N.mex. Click on the Open button.

e. The Macros title bar should now have the path C:\Program Files\Macro Express3\Master2D.mex or C:\Program Files\Macro Express3\Master2N.mex on the right.

f. Click on the x in the upper right of the Macro Explorer window to close it (the Macro Express program will continue to run and the M icon should appear in the Start tray.)

g. Troubleshooting. A number of macros in the master files are distributed either as disabled or with a hotkey not yet assigned. If a macro you expect to work does not, check to see whether the macro needs to be enabled or activated. If the macro still doesn't work, consult first with your expert user.

A macro may be listed in Macro Explorer as "No Activation." For guidelines on activating a macro:

http://www.library.yale.edu/cataloging/macroexpress/macxyalexp1.html

If a macro does have an activation key sequence but displays in the Macro Explorer list in italics, it has been distributed as disabled. To enable the macro, click on the macro's line to select it, then right click to open the option menu, and click on Enable Macro. Generally a macro is disabled because the same key sequence has been assigned to multiple macros. For example, there are two 504 macros with slightly different texts in the Edit folder. If one of these macros is enabled, the other should be disabled. (To disable a macro, click on the macro's line to select it, then right click to open the option menu, and then click on Disable Macro.)

2. Customized macros. Some units will have customized macros shared by the unit staff. Generally these customized files will not have been distributed with the master files. If a unit has shared macros, an expert user can import into the new master files all the shared macros that the unit was using.  The expert user should first test those shared macros and modify the ones that do not work, although we expect that most customized macros will work.

TIP: If your unit uses a lot of customized macros, re-name the master files. If for some reason the (renamed) master file on a workstation gets corrupted, a new master file can be downloaded from PC Amigo without losing macros created by the unit and/or the staff member. (If you haven't renamed the workstation master file on a workstation and it does get corrupted, rename it before you download a replacement master file)

3. NEW:

a. Keypad /: If a bibliographic record is open in the Cataloging Module, opens the Retrieve Authorities window. Nickname: Retrieve Authorities. Folder: Other.

b. Shift Keypad *: In the Cataloging Module, opens the Retrieve a Record window, defaulted to the retrieval of the Bibliographic Record. Nickname: Retrieve Record ID (Bib) . Folder: Search & Import.

Alt+Keypad *: In the Cataloging Module, opens the Retrieve a Record window, defaulted to the retrieval of the Authority Record. Nickname: Retrieve Record ID (Auth). Folder: Search & Import.

Ctrl+Keypad *: In the Cataloging Module, opens the Retrieve a Record window, defaulted to the retrieval of the MFHD Record. Nickname: Retrieve Record ID (Holdings). Folder: Search & Import.

c. New folder: RLIN21 Diacritics macros. RLIN21 Diacritics macros only work in the RLIN21 editing windows, with Latin Keyboard selected. They will not work in Orbis. Catalogers no longer have to switch files to use the RLIN21 macros.

4. GLITCHES. (Jan. 2006)

4.1. 866. This macro is used in the MFHD to add an 866 field with the correct indicators. If you place the cursor in the preceding field, hold down the SHIFT key and press F6, the macro should add an empty 866 field:

852

0 1

‡b sml ‡h TN210 C65 ‡i A14+ ‡m Oversize

866
4 1 ‡8 0 ‡a v.42(1947)-v.83(1988),

866

4 1

‡8 0 ‡a

On some workstations, the macro is entering the 866 like this:

852

0 1

‡b sml ‡h TN210 C65 ‡i A14+ ‡m Oversize

866
4 1 ‡8 0 ‡a v.42(1947)-v.83(1988),

866

4 1

‡ ‡8 0a

To correct, edit the last Text Type line of the macro by adding an additional <ARROW LEFT> and <ARROW RIGHT>.

On the distributed macro:

1<TAB><CONTROL><ARROW LEFT><F9>80<CONTROL><ARROW RIGHT>

Edit the Text Type line to:

1<TAB><CONTROL><ARROW LEFT><ARROW LEFT><F9>80<CONTROL><ARROW RIGHT><ARROW RIGHT>

4.2. Call number index-lc; call number index-lc (enter); call number index-local; call number index-local (enter). These macros automatically select the LC or Local Call number indexes in the OPAC from the key sequence alt+C. They were configured in error for a version of the OPAC that differs from the one that we now use.

To fix : Disable these macros and import the old macros from the master1.2N.mex file.

Alternative: If you have already deleted the master1.2.N.mex file, update the macros in master2D.mex and master2N.mex. In the macros for the index-lc and index-lc (enter), change the 3rd Text Type from "l" to "c." In the macros for index-local and index-local (enter), change the 3rd Text Type from "o" to "cc."

4.3. Charge to Prep. This macro is used primarily in SML Tech Services where items charged to the cataloging unit need to be charged to the Preparations team for purposes of status tracking. In the Circulation module, pressing F7 opens the Charge window, enters the barcode number for the Prep Team, and places the cursor in Item Barcode prompt slot. The macro as distributed works if entering the Prep Team Barcode evokes a Patron Blocked window. If it does not, the macro aborts. If your macro is aborting, disable the Wait for Window Title "Patron blocked" and disable the line immediately below (Text Type:<ENTER>). Enable Wait for Window Title: "Notes" and enable the line immediately below (Text Type:<ENTER>). Save changes.

(To enable/disable, select the line in the Macro Script with your mouse and click on the exclamation point icon in the column to the left of the Macro Script window)

Macro script should now look like this:

 

Site URL:http://www.library.yale.edu/cataloging/macroexpress/macexyalehome.html
Contact: steven.arakawa@yale.edu
Last revised: January 6, 2006 , 2005 Yale University Library
For information on other Yale cataloging policies and procedures, go to: Cataloging at Yale