1. Mark Wilson Columbia University 2/22/06
Macro Express Voyager Automation To Go – a systematic approach you can take home
Mark Wilson
Columbia University
2/22/06

2. Session Objectives
Present an enhanced vision of Voyager workflows and navigation.
Demonstrate the benefits and possibilities of automating routine functions.
Provide a working framework that is expandable for local customization.
Help as many overworked librarians and support staff as possible.

3. Why use Macro Express?
Facilitate routine tasks and client-determined workflows.
Reduce the risk of repetitive stress injuries (RSI).
Increase overall productivity.
Accelerate large-scale projects and ongoing maintenance procedures.

4. Governing Principles
Functional & Necessary…
Macros should be useful and work when activated.
Logical & Systematic…
Commands, scripts, names, file structure, etc.
Mnemonic…
Easy to remember and intuitive.
Simple…
Specific to particular function, not overly compound.

5. Client/Application Settings & Preferences
Macro functionality/reliability is dependent on a stable environment of settings and preferences.
The following screenshots illustrate the preference environment for these macros as reference for troubleshooting ; mandatory and crucial settings demanding comment are highlighted.

6. Macro Express: ShortKeys
Blue 
Use Prefix Keys.
Red 
Must match exact on case.

7. Voyager Settings – General
MARC VIEWS MUST BE MAXIMIZED!
OTHERWISE, ALMOST NOTHING WILL WORK DUE TO TEXT CHANGES IN THE WINDOW TITLE BAR!

8. Voyager Settings – Validation
AUTHORITY CONTROL IS BYPASSED! WHEN SAVING BIB RECORDS TO DATABASE. THESE MACROS DO NOT ACCOUNT FOR VERIFYING HEADINGS!

9. Voyager Settings – Work Flow
INDICATED SETTINGS INFLUENCE THE FUNCTION OF SOME INCLUDED MACROS

10. Voyager Settings – Item
NO CHANGE

11. Voyager Settings – Folders/Files
SOME MACROS ANTICIPATE A DEFAULT HOLDINGS TEMPLATE.
“F8” IMPORT MACROS DEPEND ON THE IMPORT PREFERENCE SETTING.

12. Voyager Settings – Mapping
CAN AFFECT IMPORTING FROM WORKFILES.

13. Voyager Settings – Colors Fonts
SETTINGS IN FONT AREA ARE STRONGLY RECOMMENDED

14. Searching – F7 & others : Demo
F7 = Title
Shift F7 = LC Call #
Alt F7 = ISBN
Ctrl F7 = Other Call #
Win F7 = Title Headings
Alt Shift F7 = System Number
Ctrl Shift F7 = LC Subjects
Alt Ctrl F7 = Names
Alt Ctrl Shift F7 = Journal Title
Alt 7 = SUDOC Number
Win 7 = ISSN
Alt Ctrl B = Bib ID
Alt Ctrl H = Hldg ID
Alt Ctrl I = Item ID
Alt Ctrl A = Auth ID
Alt Ctrl N = Name Headings
Alt K = Keyword
Ctrl ` (grave) = Barcode
Win F8 = Copy Last Search to Clipboard
Keypad * = Set to Find
Keypad / = Set to Browse

15. Searching – F10 : Navigating Results
F10 will display the Title Index or Headings List from the previous search.
When search results retain both a Title Index and a Headings List, F10 will toggle from the Title Index to the Headings List and from the Headings List to the Title Index.
Demo

16. Navigating – F6 (Bib->Hldg->Item)
From a Bibliographic Record…
Opens “Add or display holdings” window if MFHD is present or creates MFHD when there are none.
From “Add or display holdings” window…
Hitting F6 again will open selected MFHD.
From Holdings Record…
Displays Item Record if only one exists OR an index for multiple Items OR creates Item when none exist.
From Item Record…
Creates another Item record on same MFHD.

17. Navigating – Shift F6 (Item->Hldg->Bib)
F6 progresses from BibHldgItem
Shift F6 navigates in the reverse: ItemHldgBib
Keep in mind the Windows command Ctrl + Tab, which will navigate through open windows within a given program/application

18. Navigation – Window Management
Closing windows…
Esc – The Escape key will close the topmost window only.
“+” on the number pad will close all open windows.

19. Navigating - Miscellaneous
F12 – Displays or closes Hierarchy
F9 – Displays or closes Item Status
F9 – Clicks through to view Authority record
Ctrl Shift ` (grave) – Displays OPAC from Bib
Ctrl  – Toggles Cataloging & Acquisitions Modules
Ctrl  – Toggles Cataloging & Circulation Modules

20. Editing – General
Ctrl Enter – Saves to Database
Alt Delete – Deletes variable field
Ctrl Delete – Deletes to end of field
[Ctrl Shift Delete – Nukes record to oblivion]

21. Editing – Diacritics : Shortkey Map
Recommended shortkeys: ;; (Double Semicolon)
If letter is upper case, use Shift key

22. Editing – Bibliographic
Ctrl Alt Hyphen = Set EL “Blank”
Ctrl Alt 5 = Set EL to “5”
Ctrl Shift o = Modified – completely romanized.
Ctrl Alt c = Inserts 050 2nd indicator 4
Alt 6 = 006 for seriality
Ctrl Alt 6 = 006 for integrating resources
Ctrl Alt 7 = 007 for integrating resources

23. Editing – Holdings : Fixed Fields
Ctrl Shift \ = Set fixed fields for monographs
Alt Shift \ = Set fixed fields for Serials
Ctrl Shift 1 = Set “Completeness” to 1 – complete
Ctrl Shift 2 = Set “Completeness” to 2 – incomplete
Ctrl Shift 4 = Set “Completeness” to 4 – non-applic.
Ctrl Alt x = Set Leader record type to “x” – Monograph
Ctrl Alt v = Set Leader record type to “v” – Multi-Part
Ctrl Alt y = Set Leader record type to “y” – Serial
Win B = No Lend, No Reproduce

24. Editing – Holdings : Variable Fields
Alt \ = Deletes top 2 variable fields (2 014’s)
Ctrl \ = Deletes top variable field (014) – Caution!
Ctrl Alt 4 = Completes MFHD : BNA MARC Appr.
Ctrl Alt 5 = Completes MFHD : Firm Orders
F5 = Completes MFHD for Approvals
Ctrl Shift v = Adds 866 (cursor in 852)

25. Editing – Holdings : Notes and Codes

26. Editing – Item
Item types
Enum
Status
Notes
Barcodes
Temp Location & Item type

27. Record Import
c:\voyager\local\imports\records.bib
This file path is set in Voyager Preferences Folders/Files
OCLC & RLIN export path preferences

28. OCLC Connexion Settings

29. RLIN 21 Export Settings

30. Record Importing – F8
F8 = Import Record
Ctrl Alt F8 = Import record from Workfile
Ctrl Alt 3 = Insert OCLC 035 into Bib record
Ctrl Shift R = Insert RLIN 035 into Bib record
Ctrl Alt Shift F8 = Purge Import File
Demo

31. Maintenance – Basic
Alt ` (grave) = copies ID of record to clipboard
Ctrl Alt Shift F12 = Suppress/Unsupress toggle
Ctrl F9 = Replace Barcode
Shift F9 = Replace Multiple Barcodes
Alt F9 = Replace Barcode ; Set copy to 0
Ctrl Alt F9 = Replace Multiple Barcodes ; Item Type
MRP folder… Projects

32. Circulation – Searching & Charging
Alt ` (grave) = Search by Barcode (same in Cat)
Alt B ; Alt L ; Alt T – Charging to Status Patrons
Esc & “+” on Keypad – close windows as in Cat
OTF record Creation

33. Acquisitions – Quick Line Items
Set up for Approvals with MARC & Embedded Order Data (EOD)
Expanded use currently underway
Firm Order Macros created, not implemented

34. Local, Specialized
Pre-cataloging
Statistics
BNA MARC
Resolver
Approve Orders by Fund

35. Voyager Build and Version Differences
Change of Cursor Focus…
Relinking / Hierarchy / Bib / Hldg / Voyager 5?

36. Contact Information – Questions?
Mark Wilson
Librarian, Precataloging Unit & Eurasian Cataloger
Monographs Processing Services
(212)
Currently:
Acting Networked Electronic Resources Librarian
(212)