text strings, keymaps, and macros, oh my: tips and customizations for efficient cataloging in...
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Text Strings, Keymaps, and Macros, Oh My:
Tips and Customizations for Efficient Cataloging in
ConnexionBy Mary Aycock
University of Missouri--Columbia
Connexion ToolsNumber of tools to save the cataloger keystrokes and time
Why invest time to save keystrokes?
Greater productivityLess tedious work
Less errors
Cost-benefit analysis taking into account
How many records require editingHow extensive the edits areComplexity of the task
More
Text Strings
Constant Data
Macros
Level of Complexity
Least
Text StringsOften easier to use and create than
constant data
Use when you just need to insert consistent data in record (949s, etc.)
Can assign to: User tool, keyboard shortcuts
Type text strings as you would normally type fields, etc.
Example: 949 strings
Constant DataUnlike text strings, can code fixed fields
Considered records; can save to online or local file
CAUTION: Editing constant data vs. applying
Can derive from a bib record
Can assign from default, assign by name or from list
Example: ETD brief records
MacrosConnexion comes equipped with built-in
set of macros.
Similar to other macro programs
Can use “Record” option to program macros and then learn about the coding by examining the macro
Cannot record mouse movements
Written in OCLC macro language (OML): a modified form of Basic
Macros Galore, Built-In
Built in macros of general interest
Add & Edit 007
Add 33x (RDA related)
Insert Heading
Macros Galore, External
External macros of general interest
Make830 (takes an existing 440 & makes into a 490/830 combination): From Walter Nickeson's site
Provider Neutral macro: From PCC Site
CursorJump macro (for jumping to a particular character in a field): From Walt Nickson's site
CAUTION: External: create a new workbook with these
Macro Demonstration
Demonstration
Recording a macro Example of macro code Grabbing a macro
Resources for Macros Program for Cooperative Cataloging:
http://www.loc.gov/catdir/pcc/macros.html
OCLC macros: http://www.oclc.org/connexion/support/macros.htm
Walt Nickeson’s Macros: http://docushare.lib.rochester.edu/docushare/dsweb/View/Collection-2556
Better Living through Macros by Joel Hahn: http://www.hahnlibrary.net/libraries/oml/index.html
Joel Hahn's OML for the Complete Beginner: http://www.hahnlibrary.net/libraries/oml/lessons/index.html
KeymapsCan assign keyboard equivalents (shortcut keys) to menu items, macros, characters (such as diacritics), or text strings
Keymap optionsOrganizer: Work with keymap files
(advanced)
Reset: buttons to original settings•List All: List all the user-defined functions•Unassign: unassign a particular keymap (yours or default)•Assign: to assign a shortcut key
User tools Figures of Numbers Tools → User Tools → Assign
Toolbar CustomizationsTools →
Toolbar Editor
Then drag and drop
To remove from toolbar: drag and drop back into toolbar editor
Further Toolbar Customizations
To move your icons around: Press Alt-click with cursor
Can display on 2 lines (click on the arrow next to the toolbar)
To put an extra divider: Find separator in toolbar editor window (control-S) and drag and drop
To increase button size: Tools > Options and then Toolbar (must then close & reopen client)
View > Toolbars to see all the toolbars
ResourcesConnexion training:
http://www.oclc.org/support/training/connexion/
Connexion tutorials: http://www.oclc.org/support/training/connexion/client/tutorial/default.htm
Connexion documentation: http://www.oclc.org/support/documentation/connexion/client/basics/options/
