Mark WilsonColumbia University

2/22/06

Macro Express Voyager Automation To Go – a

systematic approach you can take home

Session Objectives

Present an enhanced vision of Voyager workflows and navigation.

Demonstrate the benefits and possibilities of automating routine functions.

Provide a working framework that is expandable for local customization.

Help as many overworked librarians and support staff as possible.

Why use Macro Express?

Facilitate routine tasks and client-determined workflows.

Reduce the risk of repetitive stress injuries (RSI).

Increase overall productivity.

Accelerate large-scale projects and ongoing maintenance procedures.

Governing Principles

Functional & Necessary…

Macros should be useful and work when activated.

Logical & Systematic…

Commands, scripts, names, file structure, etc.

Mnemonic…

Easy to remember and intuitive.

Simple…

Specific to particular function, not overly compound.

Client/Application Settings & Preferences

Macro functionality/reliability is dependent on a stable environment of settings and preferences.

The following screenshots illustrate the preference environment for these macros as reference for troubleshooting ; mandatory and crucial settings demanding comment are highlighted.

Macro Express: ShortKeys

Blue

Use Prefix Keys.

Red

Must match exact on case.

Voyager Settings – General

MARC VIEWS MUST BE

MAXIMIZED!

OTHERWISE, ALMOST

NOTHING WILL WORK DUE TO

TEXT CHANGES IN THE WINDOW

TITLE BAR!

Voyager Settings – Validation

AUTHORITY CONTROL IS BYPASSED!

WHEN SAVING BIB RECORDS

TO DATABASE.

THESE MACROS DO

NOT ACCOUNT

FOR VERIFYING HEADINGS!

Voyager Settings – Work Flow

INDICATED SETTINGS

INFLUENCE THE

FUNCTION OF SOME INCLUDED MACROS

Voyager Settings – Item

NO CHANGE

Voyager Settings – Folders/Files

SOME MACROS ANTICIPATE A

DEFAULT HOLDINGS TEMPLATE.

“F8” IMPORT MACROS

DEPEND ON THE IMPORT

PREFERENCE SETTING.

Voyager Settings – Mapping

CAN AFFECT IMPORTING

FROM WORKFILES.

Voyager Settings – Colors Fonts

SETTINGS IN FONT AREA ARE

STRONGLY RECOMMENDED

Searching – F7 & others : Demo

F7 = TitleShift F7 = LC Call #Alt F7 = ISBNCtrl F7 = Other Call #Win F7 = Title HeadingsAlt Shift F7 = System NumberCtrl Shift F7 = LC SubjectsAlt Ctrl F7 = NamesAlt Ctrl Shift F7 = Journal TitleAlt 7 = SUDOC NumberWin 7 = ISSN

Alt Ctrl B = Bib IDAlt Ctrl H = Hldg IDAlt Ctrl I = Item IDAlt Ctrl A = Auth IDAlt Ctrl N = Name HeadingsAlt K = KeywordCtrl ` (grave) = BarcodeWin F8 = Copy Last Search to ClipboardKeypad * = Set to FindKeypad / = Set to Browse

Searching – F10 : Navigating Results

F10 will display the Title Index or Headings List from the previous search.

When search results retain both a Title Index and a Headings List, F10 will toggle from the Title Index to the Headings List and from the Headings List to the Title Index.

Demo

Navigating – F6 (Bib->Hldg->Item)

From a Bibliographic Record…Opens “Add or display holdings” window if MFHD is present or creates MFHD when there are none. From “Add or display holdings” window…Hitting F6 again will open selected MFHD. From Holdings Record…Displays Item Record if only one exists OR an index for multiple Items OR creates Item when none exist. From Item Record…Creates another Item record on same MFHD.

Navigating – Shift F6 (Item->Hldg->Bib)

F6 progresses from BibHldgItem

Shift F6 navigates in the reverse: ItemHldgBib

Keep in mind the Windows command Ctrl + Tab, which will navigate through open windows within a given program/application

Navigation – Window Management

Closing windows…

Esc – The Escape key will close the topmost window only.

“+” on the number pad will close all open windows.

Navigating - Miscellaneous

F12 – Displays or closes Hierarchy

F9 – Displays or closes Item Status

F9 – Clicks through to view Authority record

Ctrl Shift ` (grave) – Displays OPAC from Bib

Ctrl – Toggles Cataloging & Acquisitions Modules

Ctrl – Toggles Cataloging & Circulation Modules

Editing – General

Ctrl Enter – Saves to Database

Alt Delete – Deletes variable field

Ctrl Delete – Deletes to end of field

[Ctrl Shift Delete – Nukes record to oblivion]

Editing – Diacritics : Shortkey Map

Recommended shortkeys: ;; (Double Semicolon)

If letter is upper case, use Shift key

Editing – Bibliographic

Ctrl Alt Hyphen = Set EL “Blank”

Ctrl Alt 5 = Set EL to “5”

Ctrl Shift o = Modified – completely romanized.

Ctrl Alt c = Inserts 050 2nd indicator 4

Alt 6 = 006 for seriality

Ctrl Alt 6 = 006 for integrating resources

Ctrl Alt 7 = 007 for integrating resources

Editing – Holdings : Fixed Fields

Ctrl Shift \ = Set fixed fields for monographs

Alt Shift \ = Set fixed fields for Serials

Ctrl Shift 1 = Set “Completeness” to 1 – complete

Ctrl Shift 2 = Set “Completeness” to 2 – incomplete

Ctrl Shift 4 = Set “Completeness” to 4 – non-applic.

Ctrl Alt x = Set Leader record type to “x” – Monograph

Ctrl Alt v = Set Leader record type to “v” – Multi-Part

Ctrl Alt y = Set Leader record type to “y” – Serial

Win B = No Lend, No Reproduce

Editing – Holdings : Variable Fields

Alt \ = Deletes top 2 variable fields (2 014’s)

Ctrl \ = Deletes top variable field (014) – Caution!

Ctrl Alt 4 = Completes MFHD : BNA MARC Appr.

Ctrl Alt 5 = Completes MFHD : Firm Orders

F5 = Completes MFHD for Approvals

Ctrl Shift v = Adds 866 (cursor in 852)

Editing – Holdings : Notes and Codes

Editing – Item

Item types

Enum

Status

Notes

Barcodes

Temp Location & Item type

Record Import

c:\voyager\local\imports\records.bib

This file path is set in Voyager Preferences Folders/Files

OCLC & RLIN export path preferences

OCLC Connexion Settings

RLIN 21 Export Settings

Record Importing – F8

F8 = Import Record

Ctrl Alt F8 = Import record from Workfile

Ctrl Alt 3 = Insert OCLC 035 into Bib record

Ctrl Shift R = Insert RLIN 035 into Bib record

Ctrl Alt Shift F8 = Purge Import File

Demo

Maintenance – Basic

Alt ` (grave) = copies ID of record to clipboard

Ctrl Alt Shift F12 = Suppress/Unsupress toggle

Ctrl F9 = Replace Barcode

Shift F9 = Replace Multiple Barcodes

Alt F9 = Replace Barcode ; Set copy to 0

Ctrl Alt F9 = Replace Multiple Barcodes ; Item Type

MRP folder… Projects

Circulation – Searching & Charging

Alt ` (grave) = Search by Barcode (same in Cat)

Alt B ; Alt L ; Alt T – Charging to Status Patrons

Esc & “+” on Keypad – close windows as in Cat

OTF record Creation

Acquisitions – Quick Line Items

Set up for Approvals with MARC & Embedded Order Data (EOD)

Expanded use currently underway

Firm Order Macros created, not implemented

Local, Specialized

Pre-cataloging

Statistics

BNA MARC

Resolver

Approve Orders by Fund

Voyager Build and Version Differences

Change of Cursor Focus…

Relinking / Hierarchy / Bib / Hldg / Voyager 5?

Contact Information – Questions?

Mark Wilson

Librarian, Precataloging Unit & Eurasian Cataloger

Monographs Processing Services

mw18@columbia.edu

(212) 854-7357

Currently:

Acting Networked Electronic Resources Librarian

(212) 854-5024