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:
C:\Users\[your user ID]\AppData\Roaming\OCLC\Connex\Macros
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:
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--
Tools > Options > My Status
Check the box by Authority Records and enter your name, which will appear in field 949 as you save an authority record to the Online Save File.
Press OK.
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
4. Click OK
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.
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
You can create shortcut buttons for User Tools, so that a macro is only a mouse-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 the 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