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 HelpàLicence 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 LibraryàMacro 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 isn’t already open (click on the M icon in the start tray of the task manager) and click on FileàOpen 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:

http://www.library.yale.edu/orbis2/implementation/Standard%20Macro%20Express%20Function%20Keys1.htm

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 CatalogàPolicies and ProceduresàMacro 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:

ü 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.

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

ü 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.

ü 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:

• there is a table listing all the Macro Express key mappings for diacritics and special characters at: http://www.library.yale.edu/orbis2/implementation/diacriticsvoy.htm
• The number pad has been mapped to the old NOTIS diacritics at Normal. The old NOTIS number pad diacritics at Shift are mapped to ALT + <keypad number>. There are some NOTIS diacritics on the keypad that were mapped to the CTRL + <keypad number>, and the mapping follows NOTIS in that case
• The same diacritics are also listed on a popup menu evoked by pressing F12. If a diacritic listed on the popup menu is doubleclicked it will be entered in Voyager wherever the cursor has been placed. (A diacritic can also be entered by pressing the key for the number or letter to the left of the listing or by selecting the listing and pressing Enter.)
• To turn off the diacritic mapping on the number pad (i.e. to enter numbers), press CTRL + Number pad 5. This macro will toggle Macro Express from the diacritics.mex file to the functionkeys.mex file. To enter diacritics again, toggle back by pressing CTRL + Number pad 5 again. Alternatively, if the diacritics.mex file is open, hold down the WIN key and press the number pad numbers. (The latter is not a toggle & it is unclear why it works.)
• Staff should be warned that pressing the Voyager CTRL+d sequence (which turns on the alternate character set) will cancel the Macro Express diacritics macros (the diacritics macros include Ctrl + d, so pressing CTRL + d before running the macro prevents the software from evoking the alternate character).
• To enter diacritics when diacritics.mex is on, NUM LOC must be on
• Diacritics mapped to the keyboard follow the Windows ALA Keyboard Map. Diacritics at “normal” position are generally evoked with Ctrl + Alt; diacritics at “shift” position are generally evoked with Ctrl + Alt + Shift. (There are some exceptions that occur when the key sequence conflicts with a Windows or Macro Express sequence)

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:

• Open the Macro Express window
• Under the Nickname column find the macro listing for Charge to Prep and doubleclick on the listing (the Unassigned folder is the default, but the Charge to Prep macro MAY be in the Circulation folder)
• Two subwindows, Commands and Macro Script will open
• Under Macro Script, find Text Type prptm**** and doubleclick on it
• Keystrokes window will open. Change the text to the appropriate patron code
• Click the OK button at the bottom of the Keystrokes window, which will close
• Click on the Save icon on the Macro Express toolbar (or FileàSave)
• Click on the Macro Explorer icon under the Actions column to return to the Macro list
• Minimize the Macro Express window
• Test the macro in the Circulation module

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:

• Open the Macro Express window
• Under the Nickname column find the macro listing for 040 or 040 Delimiter d CtY and doubleclick on the listing
• Two subwindows, Commands and Macro Script will open
• Under Macro Script, find Text Type line with CtY and doubleclick on it
• Keystrokes window will open. Change the text to the appropriate MARC21 code
• Click the OK button at the bottom of the Keystrokes window, which will close
• Click on the Save icon on the Macro Express toolbar (or FileàSave)
• Click on the Macro Explorer icon under the Actions column to return to the Macro list
• Minimize the Macro Express window
• Test the macro in the Circulation module

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:

• Close the error 4006 window (click OK)
• Terminate Macro Express. a. Close Macro Express on the Taskbar b. Terminate Macro Express in the startup tray. To do the latter, right click on the Macro Express icon on the far right of the taskbar to open the menu. Click on Terminate Macro Express.
• Make sure your ini file changer is pointing to the right database, since you don’t want to do this all over again!
• From Programs-->Voyager click on the ExportQ icon. The Voyager Cataloging Module should now start.
• After you have logged on to Voyager, start Macro Express from Programs-->Macro Express-->Macro Express3. RECOMMENDATION: add a shortcut icon for macroexpress3.exe to your Start menu and your Desktop.