Macro Express training checklist--DRAFT--7/24/02


1. Loading. Programs are accessed through PCAmigo. Select option to include Macro Express in Startup. (It appears that as long as it is on the Startup, macros can be run even if Macro Express is closed on the main taskbar). Follow the defaults in the installation wizard for where to place the program; some macros will not run otherwise. After loading, be sure to register Macro Express or user will not be able to access it after a month.


On Macro Express go to HelpLicence information.

Name: Yale University Library.

Code: Call Systems


The custom files diacritics.mex and functionkeys.mex are not loaded with the Macro Express program at present. To install, from PCAmigo click on LibraryMacro Express Files. When the install window opens, click on Install Macro Express Files. Both files will load in a DOS-type window. Press Enter after the load to close the window.


After the custom files have loaded, open the Macro Express window if it isnt already open (click on the M icon in the start tray of the task manager) and click on FileOpen Macro File (or click on the Open Folder icon on the Toolbar). Window should be looking in Macro Express3, and icons for the files diacritics.mex and functionkeys.mex should be displaying. Doubleclick on the diacritics.mex if you intend to use diacritics in your work; if not, doubleclick on functionkeys.mex. The file you open will be the default folder whenever Macro Express starts.


2. Conditions: need to make sure there is an import.dat file in OCLCIMP and pass.sav in RLINIMP. Make sure the oclc export path on passport is: c:\voyager\catalog\oclcimp\import.dat <NOT export.dat> Explanation: the macros to open the rlin and oclc import files will be looking for import.dat and pass.sav files.


3. Would be a good idea to practice use of macros in torbis rather than prodorbis. Macroexpress does not play well with the inifile switcher, so you may need to terminate it before doing the ini file change. See 9. below for troubleshooting.


4. Walk through each of the macros listed on the standard function keys table (note that this table lists macros that include all the function keys as well as important macros that are NOT mapped to the function keys and which are not listed on the template). There is a table listing standard macros at:


CAUTION: when you depress a key sequence to run a macro, you must take your fingers off the keys for the macro to execute.


There is a template for the function keys on the Training Documents page under CatalogPolicies and ProceduresMacro Express. The template must be printed on legal size paper.


The Erase-End-of-Field (EOF) macro has been mapped to Shift + Delete in the current macro file configuration. On NOTIS, EOF was on the Page Down key. The Page Down function has been retained in order to facilitate navigation in lengthy menus, something that was not a feature in NOTIS.


The 3 macros for paging through the Titles List window require some explanation.


Scenario. You are in the middle of editing a bibliographic record and the MARC view window for the record is open. With that window open, you do a Staff Subject Heading search and, at the second step, display a list of 20 titles Orbis lists as being under a specific subject heading. Now follow these steps:


      From the list, select any title and click on OK to open a window for that title. From this point, the macros may be used.

      To display the next title on the list, use Shift + F9. The window for the next title listed will open.

      To display the next title on the list, and all subsequent titles, use Shift + Insert key. The Shift + Insert key macro will open the next title on the list and close the window of the previously opened title.

      To page backwards, use Ctrl + Insert key. (As with the subsequent titles macro, the previous title macro will close the previously open titles window)


NOTE: The macros are set up to work only if a window from the titles list is on top (in part to avoid having the macro close the window of the record you are editing). If the window for the record you are editing displays, the macros should cease functioning, and you will need to go through the steps listed above again. Re-opening the titles list window will also abort the macro sequence and you will need to go through the steps listed above again.


NOTE: Although the previous bib window will be closed by the macros, any opened MFHD windows will not be. If you are interested in call number/subject relationships, or any kind of shelflisting navigation, use the OPAC, Web Voyage.


5. If staff are using diacritics (and have the diacritics.mex file open), they need to know that:



6. If the Voyager window is open, using Ctrl + Alt + Shift + z will open a window displaying a list of macros available in the open file. Double clicking on a list item will run the macro & close the window. To close the window without running a macro, use Alt + F4 or press the Escape key.


7. Status tracking. One macro has been created for status tracking to a frequently used patron code. It is mapped to F7 and only works in the Circulation module. The expert user will need to add the appropriate patron code to the macro in both the diacritics.mex and functionkeys.mex files as follows:



Cataloging units may want to clone the macro and assign to different function keys for other heavily used patron code charges.


8. 040 (Ctrl + F12) and Delimiter 040 (Shift + F12). If the cataloging unit does not use MARC21 code CtY, their expert user will need to add the appropriate code to the macro in both the diacritics.mex and functionkeys.mex files as follows:



9. ExportQ and MacroExpress. If the Voyager Cataloging module has to be closed (deliberately to change databases or because the software crashes) and then re-started, it will sometimes happen that clicking on the ExportQ icon will generate a message Runtime error 4006. If that happens: