Record a Macro

If you frequently use the same text in your MARC records, you can record the keystrokes and save them in a macro that you can use again. Your macros are available when you log on.

To record the keyboard actions to include in a macro:

Note:
Plan the tags and fields you want in the macro before recording it.

Tip:
Press ALT+F8 to display the Macros tool bar.

  1. Open the Bibliographic Record or Authority Record workform.
  2. Select Tools > Macros to display the Macros tool bar.

kMacroToolbar.gif 

  1. Place the cursor in the MARC record where you want to begin the keyboard actions that you want to record.
  2. Click kRecordBtn.gif (Record button) to open the Record Macro dialog box.

Tip:
You can stop recording the macro at any time by clicking Cancel on the Record Macro dialog box.

  1. Type a name for the macro in the Name box.

The macro name must be different from the other names in your macro list. The name you define is displayed in the Macros box on the Macros tool bar after you record the macro. You can use up to 50 alphabetic characters, numbers, and spaces to name the macro.

  1. Type text describing the macro in the Description box.

Your description should be a short explanation of the purpose of the macro. You can use up to 255 alphabetic characters, numbers, spaces, and punctuation in your description.

  1. In the Press new shortcut key box, press the keys for the keyboard shortcut.

Example:
You could use SHIFT+CTRL+B as the shortcut to start the macro that enters data for a bindery.

Important:
You cannot use key sequences CTRL+A through CTRL+Z or function keys in macros because they are reserved for Microsoft Windows or Polaris functions.

  1. Click Start Recording.

The Record Macro dialog box closes.

  1. Type the tags, fields, and subfields exactly as you want them to be stored in the macro.

Tip:
Test your macro on a disposable MARC record before you use the macro in your regular workflow.

  1. After you have completed all of the actions you want recorded, click kStopBtn.gif (Stop button).

The macro is listed in the Macros box on the Macros tool bar.

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