Penn State University Libraries - Macro Express in Symphony

This web page documents the steps needed to upgrade Macro Express macros that were written for the SirsiDynix Unicorn Java WorkFlows staff client so that they will work in the SirsiDynix Symphony WorkFlows staff client.

Reasons why your JWF Macro Express macros need to be updated include:

• SirsiDynix changed the name of the client we use from Unicorn WorkFlows to SirsiDynix Symphony WorkFlows. Existing macros were assigned a scope based on the Windows title bar of the client. This prevented the macros from accidentally running while another program had focus (e.g., Microsoft Word, Eudora, Firefox, etc.). In Symphony, these macros will never run and need to be assigned an additional scope.
• The Vol/Copy section of a bibliographic record has been changed to display the call number and item number on the same window. This effects two macros the CatMarking Team uses and one macro the Special Collections Team uses. These needed to be rewritten.

1. Determine which macro file(s) you need from the six noted below. Download each macro file you need into your My Documents folder.

Contains: 040 PSt; 300e CD-ROM; 300e Disk; 500 Index; 504 Bib. Ref.; 533 Scanned Repr.; 538 CD-ROM; 541 Paterno; 541 UP Default; 590 Surrogate; 0000; Bib. Ref.; United States; University; Washington, D.C.; UP-PAT Home Location; Popup Menu

Contains: UP-PAT Home Location; Spine Label

Contains: 500 Relief; 583 Deacidification; 583 Encapsulation; 590 EMSL 31x23; 590 EMSL 34x26; 856 Index Map URL

Contains: 541 Petrilla; 561 Williamscote; 773 Anderson; 773 Gaines; 793 Smith; 793 Utopia; 793 WWI; OCLC 099 (2 diff.)

Contains: Same as above, but with "Classic" versions of OCLC 099 (i.e., contains the shelflisting field)

2. Open Macro Express by clicking once on the "blue M" in the system tray (lower right corner of your screen.

3. Click on the File menu, then select Open Macro File...
4. Look for the macro file you just downloaded, click on it once to highlight, then click the Open button. If you downloaded more than one file, open the file you are likely to use the most.
5. If all of the macros you use are in the one file you downloaded, you are finished and don't need to read the rest of these instructions. If you downloaded more than one file or have macros that are not available in the above downloads, proceed with the next two steps.
6. If you downloaded more than one file, you can either open the different macro files when you need them, or you can merge them all into the file you now have open by importing them. Please follow the instructions given on the Importing Macros page.
7. If you have additional macros that are not provided in the above downloads, you should import them by following the instructions given on the Importing Macros page. After you have imported them, you will need to upgrade each macro you imported by following the instructions in the section below called Updating My Personal Macros.

Please contact Ken Robinson (kjr106@psu.edu) if you have problems upgrading your Macro Express macros.

Note: These instructions are only for basic text-typing macros (e.g., MARC tag, indicators, data, etc.). More complex macros may need to have their code rewritten due to changes in the vol/copy screen in Symphony.

1. Double-click on the macro you want to upgrade. There are five tabs across the top, right below the toolbar. Click on the Scope tab. You should see a window like the one below.

2. Next, click on the Select button, just to the right of "Window Specific." You should see a dialog box like the one below.

3. On the right side of the dialog box is the specific window this macro runs under. Because we are moving to a new client, we need to change the name of the window this macro can run under. Click on the name (Unicorn WorkFlows) of the program to highlight it as shown below.

4. In the text area, bottom-right position next to the Modify button, type in SirsiDynix Symphony WorkFlows as shown below.

Alternatively, if SirsiDynix Symphony WorkFlows is in the list of Window Titles to the left, select it and click on the Add button in the middle. Then select Unicorn WorkFlows in the right panel and click on the Remove button in the middle.

5. Click on the Modify button. The selected window choice will now have the new name as shown below.

If you chose the alternate way of changing the selected window given in step 4, do not bother to click on the Modify button because the selection has already been changed.

Make sure the "Run If On Top" box is checked. Click the OK button to close the dialog box.

6. The final step is to save our changes. Click on the save button on the toolbar.

The save button looks like this:

If you forget to save it, Macro Express will prompt you to save it when you attempt to leave the Macro Express editor.

When you are finished and your macro is saved, you can return to your list of macros by clicking on the Macro Explorer icon in the Actions panel as shown below.

7. Continue the previous six steps for each macro you need to update.

If you need assistance, please contact Ken Robinson (kjr106@psu.edu).