PUL OCLC Connexion Authorities Macro

Please contact the chairs of the Authorities Committee for the latest version of the macrobook. 

Installing the PUL Authorities Macros in OCLC

1. Save the PUL authority macrobook to your computer.

2. Move the .mbk file to the following location:

Open

The fastest way to open the folder is to paste the address (after you have typed in your user ID) above to the address bar of File Explorer.

Otherwise, in order to reach the folder by following the file path step by step, you will want to first doublecheck that File Explorer is showing hidden files:

Open

File Explorer Options

• In File Explorer, go to menu View > Options > Change folder and search options

• Select the View tab

• Choose the radio option Hidden files and folders > Show hidden files, folders, and drives

3. Open OCLC Connexion. Add your name to OCLC by selecting the menu option--

Check the box by Authority Records and enter your name.

Press OK.

When you save an authority record to the Online Save File, your name will appear in field 949, as shown in the pop-up alert as well.

Assigning User Tools

You can assign User Tool number to macros to access them easily as menu options.

1. In Connexion, go to Tools > User tools > Assign. Select the Macro radio button.

From the list of Macros, select a desired macro.

2. Under Select New User Tool, select a desire tool number

3. Click on Assign Tool

The macro of your choice is now assigned to Tool number X.

Repeat for other macros for which you want to assign a different tool number.

4. Click Close

View assigned User Tools

There are two ways to view which macro has been assigned which tool number.

Method 1

If you still have the User Tools box open, click on List All… to view a list.

Method 2

Select menu option Tools > User tools

Creating shortcut buttons for User Tools

To run a macro, select it from Tools > User tools as shown above, which takes three mouse clicks.

Alternatively, you can create shortcut buttons for User Tools, so that a macro is only one click away.

1. Select the menu option Tools > Toolbar editor…

2. Scroll down (about ¾ of the way through) until you see the blue numbers appear.

3. Select a desired User Tool, click and hold it, and then drag and drop it where you want it to appear on the toolbar.

4. The button is on the toolbar. Repeat for other tool numbers.

5. Click Close to close the Toolbar Editor window

To run a macro, click the associated button from the toolbar.

Resources

OCLC Support > https://help.oclc.org/Metadata_Services/Connexion/Connexion_client/Connexion_client_basics/Set_options_and_customize/Customize_the_main_client_toolbar/Available_main_client_toolbar_customizations > Add buttons to the client toolbar