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Tips and Customizations for Efficient Cataloging in Connexion. Text Strings, Keymaps, and Macros, Oh My:. By Mary Aycock University of Missouri--Columbia. Connexion Tools. Number of tools to save the cataloger keystrokes and time Why invest time to save keystrokes? Greater productivity
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Tips and Customizations for Efficient Cataloging in Connexion Text Strings, Keymaps, and Macros, Oh My: By Mary Aycock University of Missouri--Columbia
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 Text Strings Constant Data Macros More Least Level of Complexity
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 Strings of Text
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: ETD brief records
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
Macros Galore, Built-In • Built in macros of general interest • Add & Edit 007 • Add 33x (RDA related) • Insert Heading
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: External: create a new workbook with these
Macro Demonstration • Demonstration • Recording a macro • Example of macro code • Grabbing a macro
Resources for Macros • Program for Cooperative Cataloging:http://www.loc.gov/catdir/pcc/macros.html • OCLC macros:http://www.oclc.org/connexion/support/macros.htm • Walt Nickeson’s Macros: http://docushare.lib.rochester.edu/docushare/dsweb/View/Collection-2556 • Better Living through Macros by Joel Hahn: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
Keymaps Can assign keyboard equivalents (shortcut keys) to menu items, macros, characters (such as diacritics), or text strings
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
User tools 123456789 • Figures of Numbers • Tools → User Tools → Assign
Toolbar Customizations • Tools → Toolbar Editor • Then drag and drop • To remove from toolbar: drag and drop back into toolbar editor
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
Resources • Connexion training:http://www.oclc.org/support/training/connexion/ • Connexion tutorials:http://www.oclc.org/support/training/connexion/client/tutorial/default.htm • Connexion documentation:http://www.oclc.org/support/documentation/connexion/client/basics/options/
Questions or Comments? Contact information: Mary Aycock aycockm@missouri.edu