Using Macro Express

Macro Express at Yale Home Page   January 2007

New Macro Express Files for 2007

[For glitch list, click here]

Two new files were distributed with the Voyager 6.1 rollout: MASTER3D.mex and MASTER3N.mex.  Staff should begin using these files with Voyager 6.1.

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 MASTER3D.mex and MASTER3N.mex. If you use diacritics in Orbis and RLIN when creating or updating records, select MASTER3D.mex. Otherwise, select MASTER3N.mex. Click on the Open button.

e. The Macros title bar should now have the path C:\Program Files\Macro Express3\MASTER3D.mex or C:\Program Files\Macro Express3\MASTER3N.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:

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.

Retain your old macro files; you will need them to import any customized macros you may have set up that you will want to continue to use with 3D/3N.

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:

There are no conceptually new macros in the 3D/3N files. But you need to change from 2D/2N to 3D/3N because many of the 2D/2N macros do not work in Voyager 6.1 and required updating to work in the new environment.

Updated and new versions of the preliminary record templates were distributed with Voyager 6.1 and the MASTER3D/3N.mex files. Macros to change the preliminary record templates were either updated or added to the Acquisitions pop-up menu. For example, running the Change Template:DVD macro will change the preliminary template from the default books template to the new DVD preliminary record template and open the template window in Orbis. To use the macros, the MASTER3N.mex file should be used and the PopupAcq menu must be enabled.

4. GLITCHES. (Jan. 2007)

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:


0 1

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

4 1 ‡8 0 ‡a v.42(1947)-v.83(1988),


4 1

‡8 0 ‡a

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


0 1

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

4 1 ‡8 0 ‡a v.42(1947)-v.83(1988),


4 1

‡ ‡8 0a

To correct, edit the last Text Type line of the macro by deleting one each of <ARROW LEFT> and <ARROW RIGHT>.

On the distributed macro:


Edit the Text Type line to:


TIP: You might want to keep the old Text Type line in reserve in case you change workstations.

4.2. 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 all of the lines following. 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:

4.3. Override macro (F1) on XP workstations. If, after pressing F1 and scanning the first barcode, a drop down menu appears and the macro stops running, the problem can be fixed by following Text type: <ALT> o with two Enters.

4.4. Circulation macros on Windows 2000 workstations. Circulation macros may not work on Windows 2000 workstations with the default settings. Try this:

a. Open the macro listing from the Macro Explorer window and click on the Scope tab. The default Scope is Program Specific.

b. Click on the radio button for Window Specific and click on the Select button.

c. Select all Window titles (left box) named Voyager Circulation and click on the ADD button.

d. Click OK, then (important!) save changes. (Click on the save icon, or click on the File menu and then click save, or click on the Macro Explorer icon in the Actions column and click Yes when prompted to save the changes.)

4.5. Open Search Window. (Alt /). On some workstations, running the Open Search Window macro opens a "Go to Search for Box" window along with the Search window.

The macro continues to run until the "Go to" window is closed. When the "Go to" window is closed, an additional window prompting you to acknowledge the abort will also require a click.

Often the "Go to" window will appear behind the Search window, and the only indication that the macro is running will be the running figure icon in the start tray that replaces the Macro Express icon when a macro is running.

Until the macro is aborted (point cursor on the icon and right click), no other macro will run.

To fix, line out the last line of the Macro Script. (See 4.2 for lining out) Be sure to save the change!


Site URL:
Last revised: January 4, 2007 , 2005 Yale University Library
For information on other Yale cataloging policies and procedures, go to: Cataloging at Yale