1. Using Automation Tools in Alma at the East Asia Library Charlene Chou June 4 th, 2014

2. Agenda Impetus Testing: automation software Test result Macros Next steps Demo

3. Impetus Tons of clicking daily – Major complaints from my staff Fragmented and inefficient workflows – Temp location in the serials check-in Input a temp location after an issue checked in Select location/sublocation codes from a list of options – Repository search Toggle between call number and OCLC# searches Lacks the option of text string – Overtype sublocation code to eaaux for the holdings record of precat materials each time (CLIR grant project)

4. The response of Ex Libris on March 19 th, 2014

5. Testing Advice from Peter Green in Princeton – Princeton tried “AutoIT”—a steep learning curve; no macro for temp location yet – Encouraged me to search “browser automation software” for possibilities Constraints: no budget Testers: – My student assistant from i-School and myself Goals: – Simple tasks: look for a software which is simple to use and without programming involved – Due to no budget, just one hour per day during winter break – Tried not to be ambitious and can accept the result to fail! A good news after two weeks’ testing!

6. Test result: selecting a free software—Selenium IDE 2.5.0

7. Macros Current files: – Receiving Input temp location automatically in serials checkin – POL Create an order record for a gift – Repository search Call number search OCLC# search Plan to do: – Bibliographic record 035 (OCoLC) – Holdings record Sublocation codes in 852 – Item record

8. Next steps A newly hired student: to look into commands for more combined searches, etc. Short-cut keys—keymapping Streamline workflow

9. Demo Your suggestions are welcome! Thanks!