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Creating & Editing SkyRiver Macros

Macros allow a user to insert a long text string using a shortcut, usually a combination of shorter keystrokes (i.e., ctrl + M). Macros save time and decrease the chances of user error from manual entry. In SkyRiver, macros can be created to enter commonly used text or MARC fields into the catalog record being created/edited. To create and store a macro, follow the instructions below:

1. Open macro editing window

  •  Log in to SkyRiver. 
  • Click on 'Macros' in the toolbar menu.
  • Select 'View/Edit Macros' from the drop down menu that appears.
  • A new dialog box will appear (see figure below).

2. Create new macro

  • In the example provided, the user has created and named several macros already (ex: e-serial free, org mono).
  • If this is the first time a user has opened the editor, it will have several pre-existing blank numbered macros.
  • In addition to the blank, pre-existing macros berths provided by default, new macros can be added by clicking 'New' and select the type of macro (see figure below) needed. 
  • Click on a macro in the left column to begin creating/editing a macro. 

Sky river dialog box to edit macros and new edits dropdown menu

 

 

 

 

 

 

 

 

 

 

 

 

3. Name your macro

  • The first box at the top of the editor allows the user to name the macro.
  • It is a good idea to give the macro a descriptive and meaningful name. The name appears in a dropdown menu in the catalog record editor and, if it is not a commonly used macro, it may be difficult to recall what each macro does when selected.
  • In the example (see figure below), the user has named their 949 work stat for cataloging original monographs: Org Mono.

4. Assign keyboard shortcut

  • In addition to the option to click and select macros from the toolbar menu in the SkyRiver client, a shortcut key can also be assigned to invoke the macro.
  • In the example below, the keystrokes 'ctrl' and 'M' have been assigned to insert the 949.
  • To set the shortcut, enter a keystroke in the 'Press new shortcut key:' box.
  • If the keystroke combination proposed is available (you can not assign common computer shortcuts like 'ctrl' 'C', which is already in use to copy highlighted text), click the assign button and the shortcut will then appear in the 'Keystroke' box.

5. Enter macro content and save!

  • Enter the information the macro is supposed to insert in the box (see figure below).
  • MARC fields can be set up to insert both indicators and subfields.
    • 949 fields are used to generate item records with workstats to go along with the bib record being exported
    • the basic 949 pattern is shown below
    • for more info, consult the workstats procedure and these 949 coding instructions
  • Make sure to click 'Save' before exiting the editor dialog box!

selection of new macro and example of 949 field