1. Macro Express Documentation

Macro Express Documentation includes maps to locally assigned function keys and key sequences, general guidelines for expert users for tuning up the program on new workstations, and training materials.

Links:

Complete Macro Express Keyboard Assignments, Including Currently Unassigned Key Combinations, No Annotations (Excel)

Basic Macro Express Function Keys Keyboard Template (Word; requires legal size paper)

Effective Date: 
February 11, 2014

Basic Macro Express Function Keys

REV:02/12/09  All in Cataloging Module unless otherwise indicated

Key
Action
Notes
F1 Activates Override macro CIRC MODULE ONLY: Automatically enters Override Popup windows
Ctrl+F1 Closes all records Cursor can be anywhere in an activated window.
Shift+F2 Retrieves Headings window Cursor can be anywhere in an activated window
Ctrl+F2 Copy record ID Copies record ID of bib, MFHD, or item record displayed
Shift+F3 Retrieves Titles window Cursor can be anywhere in an activated window
Shift+F4 Adds (LC) to the end of the call number Click on the selection column at the 852 field; runs whether or not the 852 field is highlighted, but selection column arrow must be pointing to 852. Run after the basic call number has been pasted into 852 ‡h and ‡i
F5 Open MFHD or MFHD dialog box Cursor can be anywhere in an activated bib or item record. MFHD opens if single MFHD; dialog box opens if multiple MFHDs.
Shift+F5 Adds (LC)+ ‡m Oversize Click on the selection column at the 852 field; runs whether or not the 852 field is highlighted, but selection column arrow must be pointing to 852. Run after the basic call number has been pasted into 852 ‡h and ‡i
Ctrl+F5 Adds + ‡m Oversize Click on the selection column at the 852 field; runs whether or not the 852 field is highlighted, but selection column arrow must be pointing to 852. Run after the basic call number has been pasted into 852 ‡h and ‡i
F6 Retrieves bib rec from MFHD Cursor can be anywhere in an activated  MFHD or item record
Shift+F6 Enters 866 field (with indicators) Position cursor in any cell of preceding field or in selection column of preceding field
Ctrl+F6 Creates new MFHD Cursor can be anywhere in an activated bibliographic record
F7 In Circ module,  enters your most heavily used patron code You need to identify your most heavily used patron code and enter it in the script loaded on your workstation
F7 Opens retrieve barcode window Cursor can be anywhere in an activated window
Shift+F7 Retrieves item record(s) Cursor can be anywhere in an activated MFHD record
Ctrl+F7 Creates new item record Cursor can be anywhere in an activated bibliographic or MFHD record
Ctrl+F9 9xx delete On bib record, deletes all 9xx except 950. Cursor can be anywhere in the activated bib window.
F10 Opens Search window Cursor can be anywhere in an activated window (should also work if a subwindow is open)
Shift+F10   Formerly Remote connection to LCDB; this hotkey is now open for customization
Ctrl+F10 Converts EAN to ISBN CAT MODULE: Open search window, select ISBN index & position cursor in Search for; wand the EAN  barcode
F11   Formerly Open RLIN IMP file; this hotkey is now open for customization
Shift+F11 Open OCLCIMP file Cursor can be anywhere in an activated window (should also work if a subwindow is open).
F12 Opens POPUP MENU If cursor needs to be positioned, insert before activating the menu. When the menu is activated, either double-click on the macro name or enter the number or letter associated with the macro.
Shift+F12 Adds ‡dCtY to 040 field Cursor can be anywhere in 040 EXCEPT beginning of field Modify MARC21 location code if necessary
Ctrl+F12 Inserts 040 CtY‡cCtY above field selected Cursor can be anywhere in the succeeding field. Modify MARC21 location code if necessary
Shift + Delete key Erase End of Field Deletes all text to the right of the cursor in a given variable field.
Shift + Insert key Opens window of subsequent next title (and closes the top window) Use when multiple titles are retrieved from a search. From the Titles List window, select and open window for a title. From the bib window of the title selected, running the macro will open the next window and close the top window.
Ctrl + Insert key Opens previous window from title list (and closes the top window) Use when multiple titles are retrieved from a search. From the Titles List window, select and open window for a title. From the bib window of the title selected, running the macro will open the previous window and close the top window.
Ctrl + Keypad 5 Switches Macro File Switches to master1.1D.mex file if master1.1N.mex is up; switches to master1.1N.mex if master1.1D.mex is up. (Switching to master1.1N.mex allows use of number pad)
Last modified: 
Friday, August 4, 2017 - 10:01am

Macro Express Hot Function Keys

  • Unless otherwise noted, all functions are active only in the Cataloging Module. Unless otherwise noted, cursor position is irrelevant
  • Nickname and Key Sequence based on master5.mex file. 
  • If a Hotkey is designated as NO ACTIVATION, assign to an unreserved key sequence within range: Ctrl+Shift, Alt+Shift, or Win+Ctrl.
  • Unactivated and activated keys may also be assigned to a Popup Menu.
  • DISABLED keys display in italicized form in the MacroExpress Macro List. To enable, Select-->Right Click-->Click on Enable Macro
NICKNAME HOTKEY ACTION AND NOTES​
ACQUISITIONS FOLDER
852 |x Gift No Activation Inserts ‡x Gift staff note. Cursor can be anywhere in the MFHD record.
852 In Process No Activation
Inserts ‡h In Process after ‡b <location>. Note this deletes all text after <location>.
Cursor can be anywhere in the MFHD record.
852 On Order No Activation
Inserts ‡h On Order after ‡b <location>. Note this deletes all text after <location>.
Cursor can be anywhere in the MFHD record.
866 receipt Win+F6
For acquisition multipart & serial receipts: enters 866 with BLANK indicators.
Position cursor in any cell of preceding field or in selection column of preceding field.
866 receiptrev No Activation
For acquisition multipart & serial receipts: inserts 866 with BLANK indicators below 852.
Cursor can be anywhere in the MFHD record.
900 del (not 950) Ctrl+F9
Deletes all 9xx fields except 950. Use to clean up vendor bibliographic records.
Use either prior to exporting (saving) vendor record into Orbis or on vendor records already in Orbis.
DO NOT USE ON CATALOGED RECORDS
Change Template: Books [Cartographic, CDAudio, CDROMs, DVD, Map, Microfilm, Serials, Videocassette No Activation 8 separate macros. Changes the bibliographic record template to the selected format and creates a new record from the new template.
Frontlog No Activation
From the Circ. Module, prompts for item record barcode number. When barcode is wanded, overrides the 2 prompts and saves the charge. Toggles up the Cataloging Module, retrieves the MFHD, pastes UNCAT in 852 ‡h and prompts for Frontlog barcode number. When the Frontlog number is wanded, pastes in the number after UNCAT and saves the new UNCAT number to the database. Toggles up the Circ. Module and prompts for the next item record barcode number.
1. Circ. Module and Cataloging Module must be running. No windows may be running in the Cataloging Module. The macro will not run if the item is already charged to the same patron code. 
2. Begin in the Circ. Module. Enter the appropriate patron code and start the macro. A window will open prompting for the item barcode number. (While the macro is running, a running figure will replace the Macro Express icon in the Start tray at the bottom of the Windows display.) 
3. Wand the item record barcode number. The program will enter both overrides and save the item record to the new status (dummy  patron), toggle up the Cataloging Module, retrieve the item record and use it to bring up the MFHD,  paste UNCAT into 852 ‡h, and open a window prompting for the Frontlog barcode number: Please enter UNCAT number. Or, enter "l" to change to "smllnb" or "a" to "art" from "sml"
4. The default location in 852 ‡b is sml. If sml is the correct location, wand the Frontlog barcode. The program will paste the number after UNCAT, save the MFHD to the database, close all open windows within the Cataloging Module, toggle up the Circ. Module, and re-open the window prompting for the next item record barcode number.
5. To abort the macro, right click on the icon of the running figure in the Start tray at the bottom of the main window. The figure will be replaced by the Macro Express icon. 
6. The current macro runs on the condition that 852 is the first variable field in the MFHD. If there are 014 fields in the MFHD, the macro will hang up at that point. To continue, close the error message window and wand the Frontlog barcode. Then re-start the macro. The MFHD with UNCAT<Frontlog number> will be saved, and the program will toggle up the Circ. Module and open the prompt for the next item record barcode charge.
Frontlog art No Activation DO NOT EDIT OR DISABLE. Used by the Frontlog macro. (Replaces default sml location with art location)
Frontlog lnb No Activation DO NOT EDIT OR DISABLE. Used by the Frontlog macro. (Replaces default sml location with smllnb location)
MFHD In Process Alt+Shift+F8 Inserts ‡h In Process after ‡b <location>. Note this deletes all text after <location>.
MFHD On Order Ctrl+Alt+F8 Same as 852 On Order, but mapped to a HotKey.
POPUP ACQ Popup Menu F12
Heavily used Acquisitions macros.
Position cursor where specific macro requires. Press function key to open the PopUp menu. With mouse, doubleclick on the appropriate macro to run it. Or type the number or letter in the column to the left of the macro nickname to run it.
Macro does not require an activation (hotkey) to run from the PopUp menu.
To change macros on the menu, double click on the PopUp Menu line in the macro list and click on the directional arrows to move or remove macros. You will be prompted to save any reconfiguration.
DISABLED.
SUPPRESSED CIE Ctrl+Shift+F7
On 852, types 8 0 as first and second indicators and inserts ‡k Suppressed ‡h CIE ‡x Use MFHD after ‡b <location>.
Cursor can be anywhere in the MFHD record.
SUPPRESSED DESK COPY Ctrl+Shift+F4
On 852, types 8 0 as first and second indicators and inserts ‡k Suppressed ‡h Desk Copy after ‡b <location>.
Cursor can be anywhere in the MFHD record.
SUPPRESSED EXCHANGE Ctrl+Shift+F11
On 852, types 8 0 as first and second indicators and inserts ‡k Suppressed ‡h Exchange after ‡b <location>.
Cursor can be anywhere in the MFHD record.
SUPPRESSED LOST SML No Activation
On 852, types 8 0 in first and second indicators, replaces ‡b <location> with ‡b withdrawn ‡k Suppressed and inserts at the end of field 852 staff note ‡x sml: LOST mm/yy team/staff.
Cursor can be anywhere in the MFHD record.
SUPPRESSED OP Ctrl+Shift+F10 On 852, enters 8 0 in first and second indicators and inserts ‡k Suppressed ‡h OP after ‡b <location>. Cursor can be anywhere in the MFHD record.
SUPPRESSED RETURNED Ctrl+Shift+F9
On 852, types 8 0 in first and second indicators and inserts ‡k Suppressed ‡h Returned after ‡b <location>.
Cursor can be anywhere in the MFHD record.
SUPPRESSED WITHDRAWN SML Ctrl+Shift+F5 On 852, enters 8 0 in first and second indicators, replaces ‡b <location> with ‡b withdrawn ‡k Suppressed and inserts at the end of field 852 staff note ‡x sml: WITHDRAWN mm/yy team/staff. Cursor can be anywhere in the MFHD record.
CIRCULATION FOLDER
Bound-With Linking Win+Alt+L 1. Retrieve all unlinked Bibliographic records you want to link to one MFHD/Item Record. All other records must be closed.
2. Retrieve the Bibliographic record for the first title. It must be on top and maximized.
3. Get holdings to retrieve the MFHD for the bound-with.
4. Get item record to retrieve the Item Record for the bound-with.
5. Run the macro.
NOTE: The macro will make errors or fail if you try to do anything else on your computer while it is running. DISABLED.
Bulk Relinking Win+Alt+I 1. Copy the MFHD ID of the target MFHD using Ctrl-F2, or write the number down.
2. Open the originating holdings record.
3. Check for associated item records and count the number to relink. If you only want to relink some of the item records, rearrange them so they are the first ones on the list when you "get items".
4. Run the macro.
5. You are prompted to enter the holdings record id of the target MFHD.
6. You are then prompted to enter the number of item records that need to be relinked.
7. The macro then opens up the first item record, relinks it to the target holdings record, closes it, and repeats. It repeats the same number of times as the number entered in 6.
NOTE: The macro will fail if you try to do anything else on your computer while it is running. DISABLED.
Charge to Prep (CIRC MODULE) F7 CIRC MODULE ONLY. Used primarily by units that employ dummy patron codes for status tracking.
Automatically opens the Charge window with the unit's PrepTeam patron code. Prior to use, the appropriate digits for the unit's PrepTeam code must be entered.
TO PERFORM THE UPDATE: Double click on the Charge to Prep line in the MacroExpress macro list. Then find Text Type: PRPTM**** in the Macro Script window and double click on that line of the script. Replace the asterisks with the appropriate digits. Click OK button, then Click on the Macro Explorer icon in the Actions window. When prompted to save, click OK. May be cloned or edited for other heavily used patron charges.
Item Copy 0 Win+Alt+0 Changes the Item Record copy number to 0 <zero> and saves the record.
LSFC Item Type No Activation Changes Item Record item type to LSFC. CAUTION: should only be used by technical services units authorized to change item types to LSF, e.g. Divinity. Should NOT be used by SML Cataloging units.
LSFR Item Type No Activation Changes Item Record item type to LSFR. SEE CAUTION ABOVE.
New Barcode Alt+Up Arrow Replaces Item Record barcode with new barcode. Open item record, run macro, scan in new barcode into Barcodes pop-up.
NOTE: Don't use if you want to keep old barcode as Inactive since macro deletes old barcode.
Works only if laser gun or wand automatically includes Enter at end of scan.
New Item Ctrl+F7 Creates a new item record from the MFHD.
CAUTION: can also create a new item record from the Bib record.
Override (CIRC MODULE) F1 CIRC MODULE ONLY. Automatically overrides the 2 Voyager dialog boxes evoked whenever an item is charged or discharged, up to 100 items. The maximum number of charges can be edited.
The macro should be turned on after the patron charge has been entered or after the discharge window has been opened. Once the macro is running, wanding the barcode will automatically charge or discharge the item and prompt for the next barcode.The macro is running when an icon of a running figure replaces the standard MacroExpress icon in the start-up tray.
CAUTION: this macro does not close until the maximum number of charges is reached, the user aborts the macro, or the macro times out (about 2 min. without activity). Until the macro closes, no other macros may be run. To abort the macro, right click on the running figure icon.
Reference Item Type No Activation Changes Item Record item type to Reference, then puts cursor in Enum.
Relink One Item Ctrl+F3 Brings up relink item to a different holding pop-up from Item Record.
EDIT FOLDER
006ebooks Win+Alt+F5 Creates standard 006 for ebooks. Conditions: no existing 006. Cursor can be anywhere in the bib record.
006eserials Win+Alt+F7 Creates standard 006 for eserials. Conditions: no existing 006. Cursor can be anywhere in the bib record.
007ebooks Win+Alt+F8 Creates standard 007 for ebooks. Conditions: no existing 007. Cursor can be anywhere in the bib record.
007eserials Win+Alt+F10 Creates standard 007 for eserials. Conditions: no existing 007. Cursor can be anywhere in the bib record.
007microfilmserials Win+Alt+F7 Creates standard 007 for microfilm serials. Conditions: no existing 007. Cursor can be anywhere in the bib record.
008ebooks Win+Alt+F9 Creates standard 008 for ebooks. Conditions: Existing 008. Cursor can be anywhere in the bib record.
040 Ctrl+F12 Inserts 040 __CtY‡cCtY above the field selected. Position cursor in any cell of succeeding field or in selection column of succeeding field. Modify MARC21 location code if necessary.
040 Delimiter d CtY Shift+F12 Adds ‡d CtY to 040 field. Postion cursor anywhere in variable portion of 040 EXCEPT the beginning of the field. (Will delete first variable field if cursor is positioned at the beginning of the 040 field). Modify MARC21 location code if necessary.
504 Bibliographical Ctrl+F8 Creates 504 __ Includes bibliographical references and indexes. Position cursor in the preceding variable field. DISABLED. 
504 Bibref with ( ) Ctrl+F8 Creates 504 __ Includes bibliographical references (p. [ ]-   ) and index. Position cursor in the preceding variable field. 
Erase End of Field Shift+Delete
Deletes all text to the right of the cursor in variable fields (i.e., Bib or MFHD variable fields, and most text fields in the Item Record).
NOTE: current setting restricts use to the Cataloging Module.
Fixed Field Default Alt+Down Arrow
Replaces pipe character <no attempt to code> with default fixed field values in bibliographic records.
Open 008 and position the cursor on first fixed field to be changed. Hold down Alt, press the Down Arrow, and release both keys. The macro adds the default value and moves to the next line.
NOTE: Use mouse or down arrow to skip lines that don't have a pipe character. The macro will NOT work correctly if run on a fixed field containing some other value.
Also works with pipe characters in 006 and 007 fixed fields. It does NOT work with the Leader.
LGBTQresource Win+Alt+F12 Enters the LBGTQ local subject. Condition: Position cursor in the preceding variable field.
RDAFields Win+Alt+R Enters 300 and 3xx fields for books.  Condition: Position cursor in the preceding variable field.
SwitchNODIACRITICS or SwitchDIACRITICS Ctrl+Keypad 5
Default setting changes the macro express file from the diacritics+function keys file to the function keys only file. The key sequence will toggle between the two files.
The file names need to be edited if the workstation default files are not the ones used in the macro.
Switching to the function-key only file allows use of the number pad for numbers.
videorecording gmd No Activation Inserts text for 245 gmd: ‡h[videorecording]. Position cursor at the end of 245 ‡a.
MFHD FOLDER
050 ‡h and ‡i with X Ctrl+Alt+F12

For units that use trailing X with 050 00. For units that follow SML practice, this macro is only used if the 050 number does not get (LC) in 852. Preferences must be set to copy number from 050. Copies 050 (or 090 in the absence of 050) to 852 and adds X at the end of the last cutter.  050 00 only. 050 number must have date at the end, and there should be no ‡x or ‡z subfields in 852. Cursor can be anywhere in the MFHD record.

Note: the use of Trailing X has been discontinued (November 30, 2016)

050 ‡h and ‡i with X (LC) and Oversize Ctrl+Alt+F10

For units that use trailing X with 050 00. For units that follow SML practice, this macro is only used if the 050 number gets (LC) in 852. Preferences must be set to copy number from 050. Copies 050 (or 090 in the absence of 050) to 852, adds X at the end of the last cutter, pastes (LC) at the end, adds + and ‡m Oversize.  050 00 only. 050 number must have date at the end, and there should be no ‡x or ‡z subfields in 852. Cursor can be anywhere in the MFHD record.

Note: the use of Trailing X has been discontinued (November 30, 2016)

050 ‡h and ‡i with X and (LC) Ctrl+Alt+F5

For units that use trailing X with 050 00. For units that follow SML practice, this macro is only used if the 050 number gets (LC) in 852. Preferences must be set to copy number from 050. Copies 050 (or 090 in the absence of 050) to 852, adds X at the end of the last cutter, and pastes (LC) at the end.  050 00 only. 050 number must have date at the end, and there should be no ‡x or ‡z subfields in 852. Cursor can be anywhere in the MFHD record.

Note: the use of Trailing X has been discontinued (November 30, 2016)

050 ‡h and ‡i with X and Oversize Ctrl+Alt+F7

For units that use trailing X with 050 00. For units that follow SML practice, this macro is only used if the 050 number does not get (LC) in 852. Preferences must be set to copy number from 050. Copies 050 (or 090 in the absence of 050) to 852, adds X at the end of the last cutter, and + ‡m Oversize at the end of the call number.  050 00 only. 050 number must have date at the end, and there should be no ‡x or ‡z subfields in 852. Cursor can be anywhere in the MFHD record.

Note: the use of Trailing X has been discontinued (November 30, 2016)

866 Shift+F6 Inserts new  866 41 ‡8 0 ‡a field below existing variable field in MFHD. Position cursor in any cell of preceding field or in the selection column of the field that will precede the new 866 field.
866rev No Activation Inserts new  866 41 ‡8 0 ‡a field below existing variable field in MFHD. Cursor can be anywhere in the MFHD record.
Bound with Z No Activation On 852 inserts bound-with public note ‡zThe following titles are bound together: at the end of field.
Bound with Z (# other) No Activation On 852 inserts bound-with public note ‡zBound with  other titles. at the end of field.
CIE ON MFHD REFERENCE Ctrl+Shift+F8
On 852, types 8 0 as first and second indicators and inserts staff note ‡x CIE on MFHD after the call number.
Cursor can be anywhere in the MFHD record.
(LC) Shift+F4
On 852, adds (LC) to the end of the call number. Run after the basic call number has been entered into 852 ‡h and ‡i.
Cursor can be anywhere in the MFHD record.
(LC) with X Ctrl+Alt+F4
On 852, adds trailing X to the end of the last cutter and (LC) to the end of the call number. Run after the basic call number has been entered into 852 ‡h and ‡i. 050 00 only. 050 number must have date at the end, and there should be no ‡x or ‡z subfields in 852. 
Cursor can be anywhere in the MFHD record.
MFHD Local Yale No Activation
On 852, adds first indicator 8, second indicator 0, adds blank ‡h and ‡i. Run before the call number is entered into 852, since macro will delete everything after ‡b <location>.
Cursor can be anywhere in the MFHD record.
MPM Class Together No Activation
On 852, inserts public note ‡z Shelved by the volume number of the main series.
Cursor can be anywhere in the MFHD record.
New Hldg Ctrl+F6 Creates a new MFHD. Cursor can be anywhere in an activated bibliographic record.
Oversize (LC) Shift+F5
On 852, adds (LC)+ ‡m Oversize to the end of the call number. Run after the basic call number has been entered into 852 ‡h and ‡i.  Cursor can be anywhere in the MFHD record.
Oversize (LC) with X Ctrl+Alt+F11

For units that use trailing X with LC 050 00. For units that follow SML practice, this macro is only used if the 050 number gets (LC) in 852. 050 number must already be copied to 852; call number must have date at the end. Adds X to the end of the last cutter and + ‡m Oversize to the end of the call number.  (Used only for 050 00)

Note: the use of Trailing X has been discontinued (November 30, 2016)

Oversize without (LC) Ctrl+F5
On 852, adds + ‡m Oversize at the end of the call number. Run after the basic call number has been entered into 852 ‡h and ‡i.  Cursor can be anywhere in the MFHD record.
NOTE: Only use for LC classification.
Oversize X without (LC) Ctrl+Alt+F9

For units that use trailing X with LC 050 00. For units that follow SML practice, this macro is only used if the 050 number does not get (LC) in 852. 050 number must already be copied to 852; call number must have date at the end. Adds X to the end of the last cutter and + ‡m Oversize to the end of the call number.  (Used only for 050 00)

Note: the use of Trailing X has been discontinued (November 30, 2016)

Trailing X Ctrl+Alt+F3

For units that use trailing X with LC 050 00. For units that follow SML practice, this macro is only used if the 050 number does not get (LC) in 852. 050 number must already be copied to 852; call number must have date at the end. Adds X to the end of the last cutter.  (Used only for 050 00)

Note: the use of Trailing X has been discontinued (November 30, 2016)

NAVIGATE FOLDER
Cascade windows Win+Alt+C Cascades windows in the Cataloging Module.
Close all records Ctrl+F1 Closes all open windows in the Cataloging Module.
Get Bib from MFHD or Item Record F6 From MFHD, opens the Bib record; from Item record, opens the Bib record. Troubleshooting: if the macro aborts at the beginning of the session, maximize the window and run the macro again; macro should be stable for the rest of the session and window can be normalized thereafter.
Get Item from Bib or MFHD Shift+F7 Retrieves item record(s). 
Get MFHD from Bib or Item Record F5 From Bib or Item record, opens MFHD or MFHD dialog box
Hierarchy Win+Alt+H Opens the Hierarchy window in the Cataloging Module.
Next Title (subsequent times) Shift+Insert Use after running Shift+F9 to open subsequent windows. Opens the window of the subsequent title from the title list and closes the top window.
Previous Title (subsequent times) Ctrl+Insert Use after running Shift+Insert to open previous windows. Opens the window of the previous title from the title list and closes the top window.
Tile Windows Win+Alt+T Tiles windows in Cataloging Module.
OTHER FOLDER
Call number index-lc Alt+C Selects Call Number (LC) index in the Orbis OPAC. Works in Internet Explorer & Firefox.
Call number index-lc (enter) Alt+C DISABLED. Selects Call Number (LC) index in the Orbis OPAC and enters search. Works in Internet Explorer & Firefox.
Call number index-local Alt+C
DISABLED. Selects Call Number (Local) index in the Orbis OPAC and enters search. Works in Internet Explorer & Firefox.
Use at the beginning of the session or to change indexes after using a different index during the session. Works whether or not text has been entered in Search for:
This is an alternate to the default Alt+C macro. To use, the default macro must be disabled, and this one enabled. 
Copy Bib ID No Activation
Copies Bib ID of active bibliographic record.
DO NOT USE: Use Ctrl+F2 instead.
DO NOT EDIT OR DISABLE: Used by other macro.
Copy Item ID No Activation
Copies Item ID of active item record.
DO NOT USE: Use Ctrl+F2 instead.
DO NOT EDIT OR DISABLE: Used by other macro.
Copy MFHD ID No Activation
Copies MFHD ID of active holdings record.
DO NOT USE: Use Ctrl+F2 instead.
DO NOT EDIT OR DISABLE: Used by other macro.
Copy Record ID Ctrl+F2
Copies ID of active record to Windows clipboard. Works with bibliographic, holdings, and item records in cataloging module only.
Run macro then paste ID into any program that allows pasting, e.g. Voyager and Eudora.
DO NOT EDIT OR DISABLE: Used by other macro.
Delete Record Alt+Delete
Deletes active record. Run macro and select Yes to delete.
Works with bibliographic, holdings, and item records in cataloging module, but only for those record types that user has permission to delete.
DISABLED.
Display Label Win+Z Displays Print Label window. Default Voyager configuration displays different information for each type of record. Label configuration may be changed so that Print Label includes only record ID's.
Retrieve Authorities KeyPad / If a bibliographic record is open in the Cataloging Module, opens the Retrieve Authorities window.
SAR Ctrl+S OCLC CONNEXION ONLY. Opens blank authority record workform and applies constant data.
SEARCH & IMPORT FOLDER
Barcode F7 Opens Retrieve Barcode window.
Capture Search by No Activation DO NOT EDIT OR DISABLE. Used by other macro.
EAN to ISBN (Cat Module, Acq Module, OCLC Connexion) Ctrl+F10 Converts EAN barcode number to ISBN format. Works in Cat Module, Acq Module, OCLC Connexion.
Position cursor where the ISBN number is to be entered. Run macro to bring up the EAN converter window and scan the barcode. The macro will then change the EAN number to ISBN format and enter it where the cursor is positioned.
If there is an Unable to Convert message, try again; sometimes the laser wand or gun misfires.
Go to Search for Box No Activation DO NOT EDIT OR DISABLE. Used by other macro.
Headings Shift+F2 Opens Headings window. (Headings icon on toolbar must be activated).
Import File OCLC and map Shift+F11 Opens OCLCimp file and remaps character set to OCLC import type.
LCDB Connect Shift+F10

Opens Search window with remote connection to LCDB only.

Note: obsolete

LCDB Disconnect/ORBIS Connect F10

Opens Search window in Orbis; disconnects remote connection to LCDB or LCDB/Orbis.

Note: obsolete

Map MARC21 MARC 8 (non-unicode) No Activation Sets character set import preferences to non-Unicode file type MARC21 MARC8 (non-unicode). FOR USE ONLY by staff who switch between importing Unicode and non-Unicode records.
Map MARC21 UTF-8 No Activation Sets character set import preferences to Unicode import file type MARC21 UTF-8.  FOR USE ONLY by staff who switch between importing Unicode and non-Unicode records.
Retrieve Record ID (Auth) Alt+Keypad* In the Cataloging Module, opens the Retrieve a Record window, defaulted to the retrieval of the Authority Record.
Retrieve Record ID (Bib) Shift+Keypad* In the Cataloging Module, opens the Retrieve a Record window, defaulted to the retrieval of the Bibliographic Record.
Retrieve Record ID (Holdings) Ctrl+Keypad* In the Cataloging Module, opens the Retrieve a Record window, defaulted to the retrieval of the MFHD Record. 
Search Alt+/ Opens Search window in either Orbis or LCDB.
Search [LCDB] local subjects, etc. No Activation

39 macros corresponding to the search indexes used in Voyager. User can either map the most heavily used searches to a hotkey (each key has a default activation beginning Alt+Shift+<alpha>). Alternatively, user can add to one of the popup menus, or create a separate popup menu, and then run from the popup menu.

Note: obsolete

Titles Shift+F3 Opens Titles window. (Titles icon must be activated on the toolbar).

Last rev.: 01/22/2015

Diacritics and Special Characters with Macro Express

These are the keys to which diacritics and special characters are mapped in Voyager according to the WINDOWS ALA KEYBOARD MAP when MACROEXPRESS is turned on. The most frequently used diacritics are on the number pad and are entered at NORMAL or (generally) ALT.*  For alternate characters mapped to the keyboard, note that most sequences begin with either CTRL ALT or CTRL ALT SHIFT, corresponding to normal and shift on the keyboard map. If a key sequence was already claimed by a MACROEXPRESS system macro, the sequence will usually begin with WIN ALT.

For NACO and non-roman script contributors, characters mapped to the number pad are also mapped to the key sequence used in Connexion. In Voyager, the character appears only after you release the keys used in a key sequence. Frequently used diacritics may also be entered through a menu window (F12). You can also evoke a supermenu, a menu listing ALL macros on the *.mex file in use with the key sequence Ctrl + Alt + Shift + z. To enter any character (or run any macro) listed on a menu, doubleclick on any menu entry (or press the letter or number to the left of the entry); this will also close the menu.

*You can  use the number pad without turning off MACROEXPRESS  by holding down the WIN key before pressing a number key on the keypad. If you have both the diacritics.mex and functionkey.mex files loaded in Program Files>Macro Express, Ctrl + Keyboard 5 allows you to switch files. So, if you are using diacritics.mex and want to use the keypad to enter numbers temporarily, press Ctrl + Keyboard 5 to switch to the functionkey.mex file, where diacritics are not mapped to the keyboard.


DIACRITIC/SPECIAL CHARACTER KEY SEQUENCE LANGUAGES
AE
Æ upper case
æ ae lower case
CTRL ALT SHIFT q
CTRL ALT q
Anglo-Saxon, Danish, Icelandic, Norwegian, Thai
acute up arrow  (8) on number pad,or,

CTRL ALT o

Afrikaans, Albanian, Arabic, Assamese, Bengali, Catalan, Croatian, Czech, Dutch, French, Gujarati, Hawaiian, Hindi, Hungarian, Icelandic, Kannada, Malayalam, Marathi, Oriya, Persian, Pinyin, Polish, Portuguese, Prakrit, Pushto, Sanskrit, Serbian, Sinhalese, Slovak, Slovene, Spanish, Tagalog, Tamil, Telegu, Tibetan, Vietnamese, Wendic
alif ALT 2 on number pad, or,
CTRL ALT   f
Arabic, Assamese, Bengali, Gujarati, Hebrew, Hindi, Indonesian, Korean, Japanese, Malayalam, Marathi, Oriya, Persian, Prakrit, Sinhalese, Tibetan, Turkish, Urdu
alpha, lower case CTRL ALT a  
angstrom or circle above ALT 3 on number pad, or, 
CTRL ALT SHIFT /
Czech, Danish, Finnish, Norwegian, Slovak, Swedish
NOTE: for degree sign use superscript zero NOT angstrom
ayn CTRL 2 on number pad, or, 
CTRL ALT d
Arabic, Armenian, Chinese, Hebrew, Korean, Persian, Pushto, Sindhi, Thai, Urdu
beta, lower case CTRL ALT  b  
breve ALT number pad  9,or, 
CTRL ALT SHIFT . <period>
Bulgarian, Esperanto, Hindi, Korean, Punjabi, Romanian, Russian, Turkish, Ukrainian, Vietnamese, White Russian
British pound ALT SHIFT z _
candrabindu CTRL ALT  ; Assamese, Bengali, Bulgarian, Hindi, Oriya, Prakrit, Sanskrit, Telegu, Tibetan
cedilla 6 on number pad, or,
CTRL ALT h
Albanian, Catalan, French, Latvian, Portuguese, Turkish
circle above 
see angstrom
   
circle below 3 on number pad, or,
CTRL ALT /
Assamese, Bengali, Gujarati, Hindi, Kannada, Malayalam, Marathi, Oriya, Prakrit, Sanskrit, Sinhalese, Telegu, Tibetan
circumflex 4 on number pad,or,
CTRL ALT SHIFT p
Afrikaans, Albanian, Dutch, Esperanto, French, Gujarati, Hindi, Marathi, Portuguese, Romanian, Sinhalese, Slovene, Tagalog, Telegu, Turkish, Vietnamese
copyright symbol © CTRL ALT c Used in RDA cataloging
D with  cross bar 
Ð upper case 
ð lower case
WIN ALT  w 
CTRL ALT w
Croatian, Serbian, Vietnamese
dagger WIN ALT v  
degree Use superscript zero  (LCRI 1.0E) NOTE: Voyager assigns Shift F1 but does not appear to be activated
dot above ALT 1 on number pad, or,
CTRL ALT SHIFT n
Assamese, Bengali, Gujarati, Hebrew, Hindi, Kannada, Lithuanian, Malayalam, Marathi, Oriya, Polish, Punjabi, Pushto, Russian, Sanskrit, Sindhi, Sinhalese, Tamil, Telegu, tibetan, Turkish, White Russian
dot below 1 on number pad, or,
CTRL ALT n
Arabic, Assamese, Bengali, Burmese, Gujarati, Hebrew, Hindi, Kannada, Malayalam, Marathi, Oriya, Persian, Prakrit, Punjabi, Pushto, Sanskrit, Sindhi, Sinhalese, Tamil, Telegu, tibetan, Urdu, Vietnamese
dot at mid-line CTRL 9 on number pad, or,
CTRL ALT SHIFT b
Catalan
double acute ALT  8 on number pad, or,
CTRL ALT SHIFT o
Hungarian
double dot below * on number pad, or,
CTRL ALT m
Hindi, Kannada, Persian, Pushto, Sindhi, Urdu
double tilde first half
 

double tilde second half

- on number pad, or,
CTRL ALT k

CTRL - on number pad, or,
CTRL ALT L

Tagalog
double underscore CTRL ALT ' <apostrophe> _
eth CTRL ALT v Anglo-Saxon, Icelandic
foot/feet USE miagkii znak (LCRI 1.0E) _
gamma CTRL ALT SHIFT c  
grave 2 on number pad, or,
CTRL ALT `
Afrikaans, Catalan, Dutch, French, Italian, Pinyin, Portuguese, Tagalog, Vietnamese
hacek ALT 4 on number pad, or,
CTRL ALT p
Armenian, Croatian, Czech, Latvian, Lithuanian, Macedonian, Pinyin, Serbian, Sinhalese, Slovak, Slovene, Thai, Wendic
high comma centered + on number pad, or,
CTRL ALT SHIFT ' <apostrophe>
Latvian 
high comma off center CTRL + (number pad), or,
CTRL ALT SHIFT ; <semicolon>
Czech, Macedonian, Navaho, Serbo-Croatian (Roman), Slovak, Slovene, Wendic
hook, left CTRL ALT SHIFT h Latvian, Romanian
hook, right CTRL ALT SHIFT j Anglo-Saxon, Lithuanian, Polish
hooked o 
upper case 
lower case
CTRL ALT SHIFT  t 
CTRL ALT t
Vietnamese
hooked u 
upper case 
lower case
CTRL ALT SHIFT i 
CTRL ALT i
Vietnamese, Thai
Icelandic thorn
Þ upper case
þ lower case
CTRL ALT SHIFT u
CTRL ALT  u
Anglo-Saxon, Icelandic
inches  USE tzverdii znak (LCRI 1.0E) _
inverted ¿ [inverted question mark] WIN ALT q Added to ALA character set & compatible w/MARC-8 (as well as MARC UTF 8)
inverted ¡ [inverted exclamation point] WIN ALT e Added to ALA character set & compatible w/MARC-8 (as well as MARC UTF 8)
(slashed) l see Polish l _ _
(script) ℓ CTRL ALT Shift Period _
ligature 
first half 
 

second half

0 on numberpad, or
CTRL ALT SHIFT k

ALT 0 on numberpad, or,
CTRL ALT SHIFT L

Russian, Ukrainian, White Russian
macron 9 on number pad, or, 
CTRL ALT SHIFT , <comma>
Anglo-Saxon, Arabic, Armenian, Assamese, Bengali, Burmese, Greek (Modern), Gujarati, Hindi, Japanese, Kannada, Korean, Latvian, Lithuanian, Malayalam, Marathi, Oriya, Persian, Prakrit, Punjabi, Pushto, Russian, Sanskrit, Sindhi, Sinhalese, Tamil, Telegu, Thai, Tibetan, Urdu
miagkii znak
(also: foot/feet; minutes)
CTRL ALT g Arabic, Bulgarian, Hebrew, Persian, Pushto, Russian, Tibetan, Ukrainian, White Russian
minutes (geo. coordinates) USE miagkii znak (LCRI 1.0E) _
musical flat CTRL ALT x  

O (Scandinavian)
Ø upper case 

ø lower case

CTRL ALT SHIFT quotes   Default key sequence not working on Connexion

CTRL ALT 2

Danish, Norwegian
OE 
upper case 
lower case
CTRL ALT SHIFT r 
CTRL ALT  r
Anglo-Saxon, French, Icelandic, Thai
Patent symbol CTRL ALT SHIFT s  
Plus minus CTRL ALT SHIFT \  
Polish L 
upper case [Ł]
lower case [ł]
CTRL ALT e  
CTRL ALT shift e
Polish, Wendic
Pseudo question mark CTRL ALT SHIFT ` <grave/tilde key under the ESC key> Vietnamese
script ℓ CTRL ALT SHIFT PERIOD  
seconds (geo. coordinates) USE tzverdii znak (LCRI 1.0E)  
sound recording copyright [℗] WIN ALT p Used in RDA cataloging
superior dot 
see dot above
   
superscript & subscript numbers subscript: CTRL ALT <number on regular keyboard>
superscript: CTRL ALT SHIFT <number on keyboard>
 
superscript +
superscript -

superscript (
superscript )

CTRL ALT SHIFT = <= on keyboard>
CTRL ALT SHIFT - <minus on keyboard>
CTRL ALT SHIFT [ <bracket on keyboard>
CTRL ALT SHIFT ] <bracket on keyboard>
 
subscript +
subscript -
subscript (
subscript )
CTRL ALT - <hyphen on keyboard>
CTRL ALT SHIFT 6 
CTRL ALT [
CTRL ALT ]
 
thorn
Þ upper case 
þ lower case
CTRL ALT SHIFT  u 
CTL ALT u
Icelandic
tilde 5 on number pad, or,
CTRL ALT \
Assamese, Bengali, Estonian, Gujarati, Hindi, Kannada, Malayalam, Marathi, Oriya, Portuguese, Prakrutm Punjabi, Sanskrit, Sindhi, Sinhalese, Spanish, Tamil, Telegu, Tibetan, Vietnamese
Turkish i CTRL ALT s Turkish
tverdii znak
(also inches; seconds)
CTRL ALT SHIFT g Bulgarian, Russian
umlaut 7 on number pad, or,
CTRL ALT SHIFT m
Afrikaans, Albanian, Catalan, Chinese, Dutch, Estonian, Finnish, French, German, Hungarian, Icelandic, Norwegian, Portuguese, Russian, Sindhi, Spanish, Swedish, Turkish, Ukrainian
underscore CTRL ALT , <comma> Assamese, Bengali, Hindi, Kannada, Malayalam, Persian, Prakrit, Punjabi, Pushto, Sanskrit Sindhi, Tamil
upadhmaniya CTRL ALT . <period> Sanskrit

Macro Express 3.5: Checklist for Expert Users

Macro Express Expert User Checklist


CONTENTS

1. Installation -- 2. Master Files -- 3. Editing Master Files & the Voyager Import Path. 3.1. Charge to Prep. 3.2. IMPORT.DAT File in Voyager. 3.3. 040 -- 4. Importing Files -- 5. Exporting Files -- 6. "No Activation" -- 7. Popup Menus -- 8. Disable/Enable -- 9. Diacritics -- 10. Macro Express System Key Sequences -- 11. Training -- 12. Search Index Macros -- 13. Checklist for Creating New Macros -- 14. Aborting -- 15. Help


1. Installation.

The Macro Express software is usually pre-loaded and pre-registered on technical services workstations configured by SML WTS (Workstation & Technology Services). Significant updates to the Macro Express files or to the program itself are not done to individual workstations, but are pushed out by WTS to all technical services workstations.

In the standard WTS configuration, Macro Express will be included in the Start Up folder. Macro Express will start automatically when logging in to the staff member's account. Under the default configuration, the splash screen, text window, and program window are suppressed at start up, so it will not be obvious that the program is running in the background. To edit MacroExpress, open the Hidden Icons tray and click on the MacroExpress icon to display the text window. Although there may be a MacroExpress icon on the Start Menu, clicking on it will not open the program for editing.  

Troubleshooting. If Macro Express is not in the Start Up folder, the expert user will need to set the Preferences or instruct staff in how to do so. Options-->Preferences-->Startup <last item in the list>-->Check "Run on Windows Startup" (all other options should be unchecked).

Troubleshooting. If Macro Express has not been pre-registered at the time of installation, it is only usable for a trial period of about a month. If the program stops working, check to see whether it has been registered. TIP: To register manually, click on Help and select License Information; enter Yale University Library under User Name; obtain the registration number from the WTS liaison or copy the number from a registered program.

Ensure that when the Macro Express window is open, Open File opens in C:\Program FilesStaff (x86)\MacroExpress 3. If a master file does not display in the staff member'sMacroExpress window, click on Open File and double-click on the appropriate master file to enable. who currently lack Macro Express: staff member will need to decide which master file to enable. See 2. below for details. Expert user may need to show or help the staff member to enable the appropriate file. To enable a macro file:

  • Click on the Folder icon on the Toolbar (or use File-->Open Macro File
  • Verify that the "Look in" is Macro Express3
  • Doubleclick on MASTER<version #>D.mex or MASTER<version #>N.mex (or click once and click the Open button). Whichever file is "Open" becomes the enabled file; only macros in the Open file can be used.

2. MASTER FILES

In the Macro Express 3 folder there will be at least 2 master files: MASTER<version #>D.mex and MASTER<version #>N.mex. Keep both files. Be sure the most current version is being used, but do not automatically delete the earlier version, if there, in case there are individually customized macro that need to be transferred to the current versions.  To avoid confusion, be sure that these master files are kept in Program Files-->Macro Express 3. The ...D.mex file has all the function key macros included on ...N.mex file plus the full set of diacritics.

If a new staff member takes over a workstation, WTS generally re-images the workstation and all of the programs revert to their default configurations. Make sure the re-imaged version has the current Macro Express files.

NUMBER PAD/MASTER File Toggle. On the ...D.mex file, heavily used diacritics are mapped to the number pad roughly corresponding to the old NOTIS keyboard, as well as to the regular keyboard. If the ...D.mex file is being used, you can turn off the diacritics on the number pad by holding down the WIN key. Alternatively, you can switch to the ...N.mex file with the key sequence Ctrl+Number pad 5, since ...N.mex files do not have diacritics mapped to the number pad. Toggle back to the ...D.mex file with the same Ctrl+Number Pad 5.


3. Editing the Master Files in Macro Express and the Import Path in Voyager/Cataloging

3.1. Charge to Prep (F7) is provided for use in the Circulation module that will enter the most heavily used patron code (for Cataloging, this will be a specific Prep. Team patron code assigned to members of a team). This macro must be edited to include the appropriate patron code digits for the particular team. To edit,

3.1a.   Find the macro in Macro Express edit. Click on the Nickname column to sort by name (Charge to Prep); or click on Activation to sort by key  (F7).

3.1b.   When the macro is found, double click on its listing. Under Macro Script in the right window, double click on Text Type: prptm****.

3.1c. Text type Keystrokes window will open. Replace the text prptm**** with the appropriate patron code for the unit you need to charge to. Click OK.

3.1d. Click on File Menu and click on Save.

3.1e. Test the macro in the Circulation module.

3.1f. Cataloging units may want to clone the macro and assign to different function keys for other heavily used patron code charges.

3.2. IMPORT.DAT FILE. Expert user needs to make sure there is an import.dat file in OCLCIMP. Make sure the oclc export path on OCLC Connexion is: c:\voyager\catalog\oclcimp\import.dat <NOT export.dat> Explanation: the macros to open the import files will be looking for the import.dat file. Note that the updated OCLC import file macros also map to the appropriate font before opening the import file.

3.3. 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 ...D.mex and ...N.mex files as follows:  

3.3a. Open the Macro Express window.

3.3b. Under the Nickname column find the macro listing for 040 or 040 Delimiter $d CtY and doubleclick on the listing.

3.3c. Two subwindows, Commands and Macro Script will open.

3.3d. Under Macro Script, find Text Type line with CtY and doubleclick on it.

3.3.e. Keystrokes window will open. Change the text to the appropriate MARC21 code.

3.3.f. Click the OK button at the bottom of the Keystrokes window, which will close.

3.3.g. Click on the Save icon on the Macro Express toolbar (or File-->Save)

3.3.h. Click on the Macro Explorer icon under the Actions column to return to the Macro list.

3.3.i. Minimize the Macro Express window.

3.3.j. Test the macro in the Cataloging Module.


4. Importing Files. 

Sometimes a particular macro is created and is not ready to be included in a WTS mass push-out. Macro files can be transferred via thumb drive or as attachments. Only files (*.mex) can be sent as attachments; macros themselves cannot be sent as attachments. (Double clicking on an attachment icon in an e-mail message will do nothing)

To import a macro from an e-mail attachment file:

4.1. In your e-mail, select the attached file's icon and open the selection menu to "Save As." Save the file to the Macro Express 3 folder.

4.2. You now need to import the file into the staff member's working master file (your target file). The target file should be open in Macro Express.

4.3. In the Macro Express editor, click on the Import Macros button on the toolbar; the Import Macro window will open. Find the Open File button at the foot of the window.

4.4. Click on Open File to open the Import Macro window, which should open in the Macro Express 3 folder.

4.5. Find the appropriate *.mex file and double click on it. The Import Macros window will open with the *.mex file listed in the formerly blank window.

4.6. Select the macro with your mouse. This will activate the Import button.

4.7. Click on the Import button. You will generally get a successful import message.

4.8.   If an imported macro has the same activation (hot key) as a macro already in your target file, you will get a notification message. Click OK. The imported macro will import without an activation. You can either assign a different activation, or disable the macro with the conflicting activation and then assign that activation to your imported macro. (You would do the latter if the imported macro is a replacement for a previously existing macro.)


5. Exporting Files. If you create new macros, the export function allows you to create a file of macros of manageable size suitable for sending as an attachment. (Don't send the master files as attachments!)

5.1. Open the Macro Express file containing the macros to be exported.

5.2. Click on the Export Macro icon on the toolbar (or use File menu-->Export-->Export Macros). The Export Macos window will open.

5.3. With the mouse, select all macros to be exported, then click on the Save File button. The Export Macros To window will open (generally in the Macro Express folder; you probably want to save the file in this folder)

5.4. Assign a name to the file in File Name slot and click the Save button. (The file extension.mex should be provided automatically)


6. "No Activation." Some No Activation macros have very specific functions and staff may not want to utilize limited key assignments on them. Other No Activation macros are used in macro strings where a hotkey activation is not necessary. Most of the macros that change the search index are not enabled, but many of them have key sequences pre-assigned. If searching in various indexes is important, the appropriate hotkeys should be enabled as described under 12.

If the key is to be activated, the range Ctrl+Shift, Alt+Shift, or Win+Crl should be used (these ranges have been set aside for custom uses). To activate, i.e. assign to a hotkey:

6.1. Open the macro file, and with the mouse select and double-click on the macro to be activated. Usually the Script tab windows (Commands/Macro Script) will open. If so, change the display by clicking on the Properties tab. The Properties windows will open (General/Activation)

6.2. In the Activation window (right), click in the Hot Key box. This will enable the Set Hot Key button.

6.3. Click on the Set Hot Key button. The Set HotKey Activation window will open with a default hotkey value selected. Click OK unless a different hotkey is preferred.

6.4. Click on the Macro Explorer icon at the top of the far left column. You will be prompted to save the change. Click OK. (Or, click on the save icon on the toolbar)

Alternatively, you can add a No Activation macro to an enabled Popup Menu without assigning a hotkey to the macro.


7. PopUp Menus.  In the standard configuration, popup menus should be assigned to the F12 key. To create a popup menu you must already have a set of macros in your *.mex file. With the appropriate *.mex file open,

7.1. Click on Add a macro button (or menu Macros-->Add a macro).  Add a Macro window will open.

7.2.   Click on the Popup Menu radio button.

7.3.   Assign a hot key, then click on the now activated  Build a Menu button.

7.4.   Available macros will appear in the upper window, and you click on the Add to add to your menu. Be sure to click on the Properties tab to assign a Nickname and the Scope tab to restrict to Catalog.exe.

7.5. Macros run from the Popup menu do not need to be assigned to a hotkey (i.e., they will run even when No Activation has been selected)

7.6. You can edit the Popup pad, adding new macros with the insert arrows, taking off macros you find you don't need, and you can move the macros up and down with the up/down arrows on the right. Or, you can edit one of the preset popup menus that come with the master files, selecting the diacritics you use the most (or the least) or the function keys you use the most (or the least). The Popup menu is sometimes most useful for infrequently used macros since the key sequence doesn't need to be memorized or looked up.

7.7.   TIP: the nickname begins with Popup menu if you need to find the menu in the macro list and you haven't assigned a category to it.

7.8. To run a macro from a Popup pad:

a. Position the cursor where the macro should begin running
b. Press the Popup pad hotkey to activate the menu display (do not activate the Voyager window before performing 8.7c following or the macro will not run)
c. Either double-click on the macro nickname in the menu display or, type the number or letter to the left of the nickname. The menu display will close automatically and the macro will run.

7.9. TIP: If you import a Popup menu from the master file, select and import all of the macros to be used in the Popup menu at the same time.

The preset popup menus are disabled. To enable the one or the other, see 9.


8. Disable/Enable. Macros disabled in the master files are considered to be generally useful enough to be assigned a standard hotkey, but require training in their use, so they are distributed in the disabled status so untrained staff will not run the macro accidentally. To enable a disabled macro:

8.1. Open the macro file, and with the mouse select and right click on the macro to be enabled. The menu options will open.

8.2. Click on Enable Macro on the menu.

8.3. Click on the Macro Explorer icon at the top of the far left column. You will be prompted to save the change. Click OK. (Or, click on the save icon on the toolbar)


9. Diacritics.

9.1. there is a table listing all the Macro Express key mappings for diacritics and special characters.

9.2. 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.

9.3. The same diacritics are also listed on a popup menu evoked by pressing F12. (If the menu has been enabled) 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.)

9.4. 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 ...D.mex file to the ...N.mex file. To enter diacritics again, toggle back by pressing CTRL + Number pad 5 again. Alternatively, if the ...D.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.)

9.5. 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).

9.6. To enter diacritics when ...D.mex is on, NUM LOC must be on.

9.7.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)


10. Important Macro Express System Key Sequences:

10.1. Ctrl+Alt+Shift+z  Opens the list of macros that apply to the topmost window.  If you click on any of the macros displayed on the list, it will run. To close the list, use the standard Windows command Alt+F4.

10.2. Ctrl+Alt+Shift+v. Terminates Macro Express. To re-start:

Programs-->Macro Express-->Macro Express 3

10.3. Ctrl+Alt+Shift+w Opens Macro Express Editor 


11. Training (primarily for staff new to Macro Express):

11.1. Practice use of macros in torbis rather than prodorbis

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

11.3. Practice in torbis: 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.

11.4. Practice in torbis: Text macros (all diacritics, most MFHD macros) depend on the correct placement of the cursor in order to run properly (and not replace the wrong text!).

11.5. 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). URL for the table listing standard macros:

https://collaborate.library.yale.edu/cpdc/PDF%20files/Standard%20Macro%2... 

11.6. There is a template for the function keys at:

https://collaborate.library.yale.edu/cpdc/PDF%20files/voyager%20catalogi...
 

NOTE: The template must be printed on legal size paper.


12. Search Index Macros:

38 new macros have been created to effect rapid selection of the desired search index.

12.1. All macros are distributed as No Activation. However, each macro has a default hotkey that will be prompted when the macro is activated. Individual users are free to map a given macro to another hotkey, especially if it is expected that the macro will be heavily used. Be sure to consult the complete keyboard mapping table to make sure that the hotkey selected for re-map is available (i.e., don't re-map to a Macro Express system hotkey, a Window key sequence you also need, or the hotkey of another macro you expect to use).

12.2. The macros are written to run in the Cataloging, Circulation, or Acquisitions modules. When switching between modules you can run the macros in all three modules in sequence, except that the Staff Headings searches are not available in the Circulation or Acquisitions modules. CAUTION: If you run multiple instances of any single module, e.g. two instances of the Cataloging module, for any given session, the first instance in which any Search macro is run will be the only instance in which the Search macros will run. So, if a Search macro is run in the second instance of the Cataloging module, the Search macros will then only work in that second instance and will malfunction if run in the first instance of the Cataloging module. To reset the Search macros close all Voyager modules and terminate MacroExpress, then restart the Voyager modules and MacroExpress.

12.3. The macros have been created for indexes in PRODORBIS (production Orbis). CAUTION: some indexes in PRODORBIS are not in Torbis (the test & training database). If you are in Torbis and try to run a macro for an index not active in Torbis, the macro will search for the index indefinitely, or until you abort it. Until the macro is aborted, you cannot run any other macros.

Some Search macros work only in Orbis and other Search macros work only in LCDB. They simply don't work, so they don't need to be aborted if run in an inappropriate database

12.4. Most of the Search macros run with a delay of 175 microseconds following the Text type command. The delay will vary depending on the workstation, and in some cases no delay is necessary. If the Search macro retrieves the wrong index, the usual solution is to increase the delay to around 300 microseconds. To change the Delay speed: double-click on Delay; a Set Delay window will open. Change the delay from 175 to 300 and click OK; then save the updated version of the macro. (Don't forget to save the macro before you test it!) Expert users can also experiment to see if the macro will run if the delay is disabled. To disable: select the Delay line and click on the ! in the left gray column and save; a red line will cross out the Delay command. To re-enable: select the Delay line and click on the ! in the left gray column and save.


13.  Checklist for Creating New Macros:

13.1. The program under which you will run your macro should be running.

13.2.   Make sure your target file is up. Click on New Macro button on the toolbar or from menu, Macros-->Add Macro. Add Macro window will open.

13.3.   From the Add Macro window, select the hot-key to be used to activate the macro. Assign your hot-key from Alt + Shift, Ctrl + Shift, or Win + Ctrl only. These ranges have been designated for individuals and specific teams. Your team may want to reserve one of these ranges for macros used by all or most members of the team. ALTERNATIVELY: select No Activation if you intend to map the macro to an existing Popup menu. Now click on the Scripting Editor button; the Scripting Editor window will open (with 2 subwindows Commands and Macro Script); note the tabs above the Command Subwindow: Script, Properties, Scope, Security, Notes.

13.4. Before you begin writing the script,  click on the Properties tab and assign a Nickname; click on the Scope Tab and click on the Program Specific radio button, then click Select. Select Programs window will open. IMPORTANT: You must select a specific program or programs under which the macro is allowed to run. If you do not specify a program, the macro will run globally (the default selection) and interfere with non-Voyager programs like Eudora or even general Windows functions.

13.5.   From the Select programs subwindow, select the program under which the macro will run. For the Voyager cataloging module, generally this will be CATALOG.EXE.  Clicking on the program name will select it to the Selected Programs subwindow. Click the Add button. CATALOG.EXE will now appear under Select from a list of installed Programs; there will be a box Run if on Top checked below. Now click the OK button. Now click on the Script Tab to go back to the Scripting Editor.

13.6.   To create a simple text macro, click on A Text under Commands, then double click on Text Type. Text Type direct editor window will open.

13.7. To enter a function in the text type string, click on the function name in the menu. It will appear in brackets. Key in unbracketed text for the macro to type in. Click OK to save the string. <to save the macro itself, you need to click on the save icon on the toolbar after clicking OK>.

13.8. Test macro. Sometimes it helps to save only a short string of commands and test to make sure the short string works before adding more commands. In Voyager, sometimes you need to include F8 to allow editing within a cell.

13.9.   In some cases, you need to insert a delay of ca. 10 microseconds between command strings. Click on Timing under Commands, then double click on Delay. Be sure to select the radio button for microseconds and enter the number of microseconds. (The default is seconds so you must re-select)

13.10.   When you add a command to a string, you may need to move it up or down in the sequence. Use the Up/Down arrows on the side of the window to do this.

13.11. Housekeeping. Keep a backup file of custom macros (macros assigned in the ranges reserved for customization).  It should be relatively easy to obtain a copy of the standard macros, but no one will ordinarily have a copy of your custom macros.

13.12. Macros based on recording of mouse positions are not readily transportable and in some cases may not work if you re-size your window. Use the Script Editor to record key strokes when possible.

13.13. The same function key or key sequence can run different macros in different modules. (If the scope is set properly)


14. Aborting.

Multiple macros cannot run concurrently in Macro Express. Most macros close after running through a prescribed and limited sequence of commands. However, some macros are set to close only after a prescribed number of sequences have run, or after a defined period of time,* or some other condition occurs. If that condition never occurs (as with some Search macros in Torbis), the macro will run indefinitely. A macro is running when a running figure is in the Start tray, usually on the bottom left corner of the Windows display. The running figure will replace the Macro Express "crossed M" as long as the macro is running. If a macro that is usually enabled does not run, check the Start tray; another macro may be running.

To abort the macro, right-click on the running figure. You will be prompted to abort the macro; click OK.

Alternatively: Abort the macro by using the key sequence Scroll Lock + Break (usually above the number pad). This might be necessary if the macro includes mouse movements, which could stop the user from being able to right click on the running icon.

*An example is the Circulation Override macro, which is set to run until 100 charges have been made; if fewer than 100 charges are made in the session, the macro will need to be aborted. However, if it is not aborted, it is set to time out after 2 minutes. If staff use the Override macro, expert users should be sure they know how to abort the macro.


15. HELP. Questions, corrections:

Acquisitions: Eric Friede.  Cataloging: Todd Fell.

Previously revised: 12/14/04

Effective Date: 
February 10, 2014

Macro Express: Keyboard Map

Last Revision 1/19/05
KEY Used by Windows Used by Voyager ME Acquisitions ME Cataloging ME Circulation Other
A XX XX XX XX XX  
B XX XX XX XX XX  
C XX XX XX XX XX  
D XX XX XX XX XX  
E XX XX XX XX XX  
F XX XX XX XX XX  
G XX XX XX XX XX  
H XX XX XX XX XX  
I XX XX XX XX XX  
J XX XX XX XX XX  
K XX XX XX XX XX  
L XX XX XX XX XX  
M XX XX XX XX XX  
N XX XX XX XX XX  
O XX XX XX XX XX  
P XX XX XX XX XX  
Q XX XX XX XX XX  
R XX XX XX XX XX  
S XX XX XX XX XX  
T XX XX XX XX XX  
U XX XX XX XX XX  
V XX XX XX XX XX  
W XX XX XX XX XX  
X XX XX XX XX XX  
Y XX XX XX XX XX  
Z XX XX XX XX XX  
[ XX XX XX XX XX  
] XX XX XX XX XX  
\ XX XX XX XX XX  
Tab XX XX XX XX XX  
; XX XX XX XX XX  
 " XX XX XX XX XX  
, < XX XX XX XX XX  
.> XX XX XX XX XX  
? XX XX XX XX XX  
1 XX XX XX XX XX  
2 XX XX XX XX XX  
3 XX XX XX XX XX  
4 XX XX XX XX XX  
5 XX XX XX XX XX  
6 XX XX XX XX XX  
7 XX XX XX XX XX  
8 XX XX XX XX XX  
9 XX XX XX XX XX  
0 XX XX XX XX XX  
`(accent)            
minus XX XX XX XX XX  
equal XX XX XX XX XX  
Esc Cancel current task XX XX XX XX  
F1   Help (context-specific)     Override Help (Connexion)
F2 Rename sel item Valid Values XX XX XX  
F3 Search for a file or folder Insert Field Before XX XX XX  
F4   Insert Field After XX XX XX  
F5 Refresh active window     Open MFHD or MFHD dialog box    
F6 Cycle through screen elements in a window or on desktop     From MFHD, opens Bib Title Tab    
F7       Retrieve barcode window Enter selected patron barcode  
F8   Edit a Field XX XX XX  
F9   Insert Delimiter XX XX XX  
F10 Activate menu bar in active program     XX    
F11   Unselect text        
F12       popup window popup window  
Insert            
Home            
Page Up            
Delete Delete XX XX XX XX  
End       End of Field?    
Page Down            
Left Arrow Open next menu to the left or open a submenu XX XX XX XX  
Right Arrow Open next menu to the right or open a submenu XX XX XX XX  
Up Arrow            
Down Arrow            
K0       Ligature left (first half)    
K.            
K1       Dot below    
K2       Grave    
K3       Circle below    
K4       Circumflex    
K5       Tilde    
K6       Cedilla    
K7       Umlaut    
K8       Acute    
K9       Macron    
K/            
K*       Double dot below    
K-       Double tilde first half    
K+       High comma centered    

Macro Express Troubleshooting Archive

 (Jan. 2007)

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:

852 0 1 ‡b sml ‡h TN210 C65 ‡i A14+ ‡m Oversize
866
4 1 ‡8 0 ‡a v.42(1947)-v.83(1988),
866 4 1 ‡8 0 ‡a

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

852 0 1 ‡b sml ‡h TN210 C65 ‡i A14+ ‡m Oversize
866
4 1 ‡8 0 ‡a v.42(1947)-v.83(1988),
866 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:

1<TAB><CONTROL><ARROW LEFT><ARROW LEFT><F9>80<CONTROL><ARROW RIGHT><ARROW RIGHT>

Edit the Text Type line to:

1<TAB><CONTROL><ARROW LEFT><F9>80<CONTROL><ARROW RIGHT>

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


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:


3. Override macro (F1) [affected 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. Circulation macros [affected Windows 2000 workstations].

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.)


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!

Effective Date: 
February 12, 2014

Voyager MacroExpress Keypad Map

NUM LOCK
must be on
 

/

*=double dot below: x̤

-=double tilde (first
half):︢I

Ctrl+-=d.t. (2nd
half: i︣
 

7=umlaut:  ü

8=acute: í
Alt+8=double acute: a̋

9=macron: ō
Ctrl+9=dot midline: ·a

Alt+9=breve: ŏ

+=high comma
centered: o̓

Ctrl (and)+=
h.c. off center: ̕a

4=circumflex: â
Alt+4=hacek: ǎ

5=Tilde: õ

6=Cedilla: ç

1=dot below: ḥ
Alt+1=dot above: ḣ

2=grave à

Alt+2=alif: ʾA
Ctrl+2= ayn: ʻA

3= circle below: u̥
Alt+3=circle above: å

Enter

0=ligature Left: ︠a
Alt+0=ligature Right: a︡

DEL

Popup Menu: F12 (must be enabled manually)

5/3/05/rev. 9/23/05