1. Text Strings, Keymaps, and Macros, Oh My: Tips and Customizations for Efficient Cataloging in Connexion By Mary Aycock Workshop training, MU Libraries July 28, 2011

2. Connexion Tools Number of tools to save the cataloger keystrokes and time Why invest time to save keystrokes? Greater productivity Less tedious work Less errors Cost-benefit analysis taking into account How many records require editing How extensive the edits are Complexity of the task & ease of creating shortcut More Text Strings Constant Data Macros Level of Complexity Least

3. Text Strings Often 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

4. Text String Practice Notes Blank line is recommended at beginning of most text strings (else cursor will start pasting wherever it is) July 28, 2011

5. Constant Data Unlike 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: Ebook brief records

7. Applying Constant Data: Caution Demonstration of applying constant data versus opening record (and how easy it is to reverse the two).

8. Macros Connexion 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

9. Macros Galore, Built-In Built in macros of general interest Add & Edit 007 Add 33x (RDA related) Generate Authority Record Insert Heading

10. 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: create a new workbook with these and name it External or Local

11. Resources for Macros Program for Cooperative Cataloging: http://www.loc.gov/catdir/pcc/macros.html http://www.loc.gov/catdir/pcc/macros.html OCLC macros: http://www.oclc.org/connexion/support/macros.htm http://www.oclc.org/connexion/support/macros.htm Walt Nickeson’s Macros: http://docushare.lib.rochester.edu/docushare/dsweb/View/Collectio n-2556 http://docushare.lib.rochester.edu/docushare/dsweb/View/Collectio n-2556 Better Living through Macros by Joel Hahn: http://www.hahnlibrary.net/libraries/oml/index.html 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 http://www.hahnlibrary.net/libraries/oml/lessons/index.html

12. Toolbar Customizations Tools → Toolbar Editor Then drag and drop To remove from toolbar: drag and drop back into toolbar editor

13. 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

14. Keymaps Can assign keyboard equivalents (shortcut keys) to menu items, macros, characters (such as diacritics), or text strings

15. Keymap options Organizer: 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

16. User tools Figures of Numbers Tools → User Tools → Assign

17. Resources Connexion training: http://www.oclc.org/support/training/connexion/ http://www.oclc.org/support/training/connexion/ Connexion tutorials: http://www.oclc.org/support/training/connexion/client/t utorial/default.htm http://www.oclc.org/support/training/connexion/client/t utorial/default.htm Connexion documentation: http://www.oclc.org/support/documentation/connexion /client/basics/options/ http://www.oclc.org/support/documentation/connexion /client/basics/options/

18. Questions or Comments? Contact information: Mary Aycock aycockm@missouri.edu