Macros and the Cataloging Wiki Kathryn Lybarger Third

Macros and the Cataloging Wiki Kathryn Lybarger Third Thursday September 19, 2013

Macros • Small programs that automate repetitive tasks • Many of our programs include them • Separate software may be used • May be written or recorded

Why macros? • As catalogers, we do a lot of typing • We’d like to do that typing quickly • We’d like to do it accurately / consistently

Repetition • Common phrases are typo-prone • In OCLC: • • • bibliographicla x 156 bibliograpical x 131 bbliographical x 85 bibliographcial x 46 bibliogaphical x 12 bibliographocal x 8

Information density • We can type relatively few characters to encode a lot of meaning • These few characters may be hard to interpret: • • 007 ǂa c ǂb j ǂd u ǂe a ǂh u Lookup tables may be external and long

OCLC Connexion Macros • Add menu items to your toolbar • Use macros provided by OCLC • Use macros provided by others • Create your own macros

Toolbar • Any menu option in Connexion can become a button on the Toolbar • Configure your Toolbar to use functions you use most • (Remove buttons you never use, to avoid clutter and mis-clicks)

Make your toolbar buttons larger Tools -> Options -> Toolbar

Rearranging the Toolbar • Tools -> Toolbar Editor… • Drag buttons between that list and the toolbar • List is alphabetical • Names are based on menu click-path to get there

Some useful buttons • View -> Pinned • Edit -> Control Headings -> All • Edit -> Enter Diacritics • Tools -> User Tools -> 1 (2, 3, …)

User Tools • Tools -> User Tools • To change, choose Assign… • All of mine are set to macros

Many things can be assigned

To assign a macro Select Tool Number Click Assign Tool

Macro assigned • As far as I know, you cannot give it an intuitive button • Hover user tool button to see what it does before clicking

Some OCLC-provided macros • Generate 043 – Add an 043 field with geographic codes based on 6 XX fields • Insert. Heading – Insert the authority record heading you are viewing into the bib record • Add. Serial. Notes – Select common serial notes from a list • Add 33 x – Add RDA fields for Content, Media and Carrier

Add 33 x macro from OCLC

Add 33 x macro from OCLC • Not ideal for us maybe: Codes are included along with terms • You have to select everything every time • No error checking – computer tape cartridge is not an unmediated carrier •

Downloading more macros: Pre-built Macro Books • Download as. mbk format and copy into C: Program Files(x 86)OCLCConnexion ProgramMacros • (you may need to contact LIB-TS for permission) • There should already be an OCLC. mbk in that directory • Macros in that macro book will then be available from Connexion menus

Downloading more macros: Text source code • OCLC macros are written in OML • • OCLC Macro Language similar to VBScript • To use code, you will have to create your own macro book. • Do not just add your macro to the OCLC mbk! You will lose it when there is an upgrade

Create a new macro book

Create a new macro

Name the macro • Name it something brief and descriptive • Edit button will now bring up a window for you to paste the code into • After that, you can use it from OCLC menus

Download this macro book • Essentials. mbk (University of Rochester) • Change. Case – fix capitalization of selected text • Cutter. Maker – create a cutter for selected text • Format. Call. Number – format an LC call number (spacing, tagging, punctuation) • Check 33 x – create 33 x fields based on contents of record

Check 33 x (Essentials)

Also this macro book • Extras. mbk (University of Rochester) • Paste. Inverted – create a believable 100 from a statement of responsibility Show 007 Video • Show 007 Maps • Show 007 Micro • Show 007 Sound. Recs •

And another • Zemkat. Macros. mbk (University of Kentucky) • Auth. OK – before downloading series authority, add ǂ5 YOUNG to 644, 645, 646 • Save. No. Close – save record to save file and immediately open it again • Mark 856 Dead – edit the 856 to mark it as a dead link, according to OCLC standards • Mark 856 Redirect – edit the 856 to mark it as a redirected link, according to OCLC standards

• Runs in the background all the time • You don’t need administrator access • Same hotkeys work in multiple programs

Voyager macros (ZHK) • Window-b : copy the bib number • Window-o : paste it into 946 for overlay • Window-s : search • Window-c : close all windows • Hotstrings: • • • (c) -> © (p) -> ℗ brn -> Includes bibliographical references (p. ) and index.

Voyager macros : Ctrl-D? • In Voyager, Ctrl-D puts in you “Special Character” mode • Does anyone use this? • A few of us are running a macro that makes Ctrl-D type a subfield delimiter (like it does in OCLC) • Should this be added to the main macro?

Installing ZHK • Run ZHK. exe from the shared drive: • N: Access RecordsKathrynZHK. exe • Bring up a record in Voyager, and start pressing those keys! • If you like its behavior, copy to your Startup menu • Specific instructions are on the UKCATS wiki

Cataloging Wiki (UKCATS) • http: //www. ukcats. org/ • Looks like Wikipedia (same software) but has restricted access • Several types of pages

Brief cataloging resources • Cutter table (standard + P) • Language information Alphabets / numerals • Tips for searching • • Links to larger resources Classification Web • Cataloger’s Desktop • OCLC Bib Formats •

Library workflow • Local documents • Locations and abbreviations • Local policies / processes Generic barcode policy • Cataloging DVDs • … •

Computer instructions • Remote Desktop Connection How to determine your hostname (record it here!) • How to run RDC from UK campus computers • How to use VPN for off-campus access • • Macros How to install on your computer • What various macros/hotkeys do •

Project instructions

RDA policy

Getting started

Pages that need help • Locations and abbreviations • 9 xx fields • Cataloging <X> in RDA

Good content for UKCATS • Text content Useful for local catalogers • Useful for you from multiple locations • Collaboratively maintained • Some illustrative matter can be helpful • • Small, static, frequently used documents • Routing slips

UKCATS for everything? No… • Major cataloging tools • • File storage • • • CTS shared drive (N: ) Share. Point Real-time collaborative editing • • Use in standard way (feel free to link from UKCATS) Google documents Public access • web space

Logging in to UKCATS • After this session, send me an email requesting an account and I will make you one with a random password <Kathryn. Lybarger@uky. edu> • You will receive an email from UKCATS with instructions for logging in and changing your password

References • University of Rochester macros • Zemkat Macros • Auto. Hotkey Macros • UKCATS http: //docushare. lib. rochester. edu/docushare/dsweb/Vie w/Collection-2556 https: //github. com/zemkat/Connexion/ N: Access RecordsKathrynZHK. exe https: //github. com/zemkat/Auto. Hotkey http: //www. ukcats. org/