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OCLC Support

Record macros (create automatically)

Learn how to record a macro in Connexion client.

Record a macro

The client provides a macro recorder that records the actions in a procedure as you do them, whether you use the mouse to click commands or toolbar buttons, or press shortcut keystrokes, or use a combination of mouse and keyboard.

The recorder writes the macro automatically in the OML macro recorder.

To record a macro:

  1. Navigate to Tools > Manage or press <Ctrl><Alt><Shift><G>.
  2. In the Macro window, select the name of the macro book where you want to store the new macro and then click Record.
  3. In the Record a New Macro window, enter a unique name and description for the macro. The description displays in:
    • The Description box of the Macro window, when you select the name of the macro, to help you remember what the macro does
    • At the top of the macro text when you open the macro in the macro editor
  4. Click OK to start recording, or click Cancel to close the window without starting recording.

    If you click OK:
    • The client displays a macro recording toolbar (Macro Recording toolbar) under the client toolbar.
    • The toolbar contains buttons for (left to right): Pause Recording, Resume Recording, and Stop Recording.
    • These commands are also available as commands under Tools > Macros.
  5. Carry out the procedure(s) you want to capture in a macro. The client records all actions except those listed below.
  6. (Optional)
    • To pause and then resume recording the current new macro:
      Navigate to Tools > Macros > Pause Recording.
      On click Pause (Pause button) on the Macro Recording toolbar.
      Press <Alt><T><M><P>.
    • To resume recording the same macro at the point where you paused:
      Navigate to Tools > Macros > Resume Recording.
      Click Resume (Resume button) on the Macro Recording toolbar.
      Press <Alt><T><M><E>.
  7. When you are finished, navigate to Tools > Macros > Stop Recording to stop recording and end the macro.
    Click Stop (Stop button) on the Macro Recording toolbar.
    Press <Alt><T><M><R>.
  8. To view, check, or edit the macro, see View or edit macros.

Once you have stopped recording and ended the macro:

  • The macro is saved automatically.
  • You can open the macro to check or edit it. In the Macro window (Tools > Options > Macros > Manage), click the name of the macro you recorded, and then click Edit. The macro opens in the Macro Editor.
  • The macro recording toolbar closes.

 Note: If you exit the client before you stop recording a macro, the program stops recording for you. You may want to check the macro later for completeness.

Tips for using the macro recorder

  • To copy from field 245, use Find/Replace to find field 245. Then close the box to locate the cursor in field 245.
  • You cannot record manually selecting and copying the OCLC number in a record. You must use Edit > Copy Control Number.
  • When recording taking an action on a bibliographic record, the macro recorder does not record replacing text by manually selecting and overwriting the text.