COSA Presentation by Colin Sutherland

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Subtitle Here Tips and Tricks with Text Editors and Macros Colin Sutherland Systems / Technical Services Coordinator Chisholm Institute [email protected] library.chisholm.edu.au

description

Colin Sutherland PresentationTips and Tricks with Text Editors and MacrosCOSA 2011

Transcript of COSA Presentation by Colin Sutherland

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Subtitle Here

Tips and Tricks with Text Editors and MacrosColin SutherlandSystems / Technical Services CoordinatorChisholm [email protected]

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Overview

• Text editors• Libraries Australia holdings• Barcode report generation• Macros• Creating SMS messages

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Text Editors

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Text Editors

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TextPad

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TextPad

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TextPad

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TextPad

\t

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TextPad

\t\n

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TextPad

• OK now lets get our hands dirty …

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Libraries Australia Holdings

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Libraries Australia Holdings• Chisholm discards records from Symphony on a monthly basis.• The finished report is formatted and sent to

Libraries Australia to have the item holding records removed.

• (holdings records are added during the acquisition process)

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia HoldingsExtract the 001 marc tag Australian National Bibliographic Database (ANBD)

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

Block mode to highlight and remove leading zeros

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Libraries Australia Holdings

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Barcode Report Generation

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Barcode Report Generation

• List Users with Bills < $20

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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ode Report Generation

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Barcode Report Generati

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Barcode Report Generat

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Barcode Report Generation

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Bode Report Generation

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Macros

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Macros

Tips for writing macros:

•Test your macro steps before recording•If a long and detailed macro, write down the steps first•Start with the cursor at the beginning of the document•If a huge macro, break it up into several smaller macros•Remember to backup the macro onto a network drive

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Macros

Demonstration how to record a simple macro

The macro will replace a ‘|’ with 4 Tabs

(In TextPad tabs are defined as \t )

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Macros

Place the cursor at the beginning of the document

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Macros

Test ‘Search’ > ‘Replace ‘ before recording the macro.

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Macros

Have the ‘Replace’ box open and set up, before selecting ‘Record’.

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Macros

•Press ‘Stop’ after running ‘Replace’•Give the macro a Display name and Description.•Select > Repeat to end of file

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Macros

Select the new macro from the list and run.

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Creating SMS Messages

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Creating SMS Messages

• Chisholm Institute has an SMS gateway.• Staff can send an SMS message via Microsoft Office Outlook email.

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Creating SMS Messages

• The library is charged for each SMS message• The message is a generic courtesy overdue in 2

days reminder only.• The text message is sent using a no-reply sender• Email format: SMS#[email protected] • Feedback has been very positive!

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Creating SMS Messages

Steps:

• Generate a Symphony WorkFlows report

• Extract the patron mobile number only

• Format the text output file ready to email

• Send out group email to SMS using Outlook

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Creating SMS MessagesSchedule Report Friday - Due in 3 days for MondaySchedule Report Monday – Due in 1 days for TuesdaySchedule Report Monday – Due in 2 days for WednesdaySchedule Report Tuesday – Due in 2 days for ThursdaySchedule Report Wednesday – Due in 2 days for Friday

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

A few patrons do not want to receive SMS messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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Creating SMS Messages

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