Bibliographic Record Macros in Polaris

If you frequently use the same text while editing in your MARC records in Polaris, you can record the keystrokes and save them in a macro that you can use again. Your macros are available when you log on. Follow these steps to record the keyboard actions to include in a macro and to run the macro.

To Record a Macro

  • Open a Bibliographic Record workform.

  • Select Tools > Macros to display the Macros toolbar (or you can press Alt+F8).

  • Place the cursor in the MARC record where you want to begin the keyboard actions that you want to record.

  • Click the Record button (blue octagon icon) to open the Record Macro dialog box.
     

  • Type a name for the macro in the Name box. The macro name must be different from the other names in your macro list. The name you define is displayed in the Macros box on the Macros toolbar after you record the macro. You can use up to 50 alphabetic characters, numbers, and spaces to name the macro.
     

  • Type text describing the macro in the Description box. Your description should be a short explanation of the purpose of the macro. You can use up to 255 alphabetic characters, numbers, spaces, and punctuation in your description.
     

  • In the Press new shortcut key box, press the keys for the keyboard shortcut. You cannot use key sequences CTRL+A through CTRL+Z or function keys in macros because they are reserved for Microsoft Windows or Polaris functions.
     

TIP: If you make a lot of macros, it may be easiest to make a chart with the Shortcut Keys you have used so you don’t have to search for your favorite macros.
 

TIP: Keep your macro names short but descriptive to find them again. Using your initials in your Macro names can help if you want to share your macros with others.
 

  • Click Start Recording.
     

  • Type the tags, fields, and subfields exactly as you want them to be stored in the macro.
     

  • After you have completed all of the actions you want recorded, click the Stop button (blue square icon).

To Copy a Macro
 

  • Open the Bibliographic Record workform.

  • Select Tools > Macros (or ALT+F8) to display the Macros toolbar.

  • Click on the "Show All" button. A new box will pop up that will show you all of the macros available in the system. Select the one you want to try and then click on "Save As."

  • You will again get the opportunity to name the Macro, add a description and store a new shortcut key.

  • Use the downward pointing arrow to find the macro you wish to use. Click on the forward facing arrow to run the macro.

  •  - OR - use the Shortcut Key you assigned to the macro.

  • Make sure to test that the macro does what you think it should do before saving your record!

To Run a Macro
 

  • Open the Bibliographic Record workform.

  • Place the cursor in the MARC record where you want the macro to begin.

  • Select Tools > Macros (or ALT+F8) to display the Macros toolbar.

  • Click on the downward pointing arrow to find the macro you wish to use. Click on the forward facing arrow to run the macro.

  •  - OR - use the Shortcut Key you assigned to the macro.

Kathy Schmidt

3/1/2018