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Guide to Automation Shopping and Selected Products – IUG 2010
                                                              (Parts adapted from “Technical Services Tools Redux” from ALAO, 10/30/2009)

                                                                  General
What to look for when scouting for a new automation tool:
  • Cost
           o How much will it cost to use the software?
           o “Free” means that the software is free. Installing and maintaining said software will still cost you money.
  • Technical specs and maintenance
           o Who will be responsible for troubleshooting or upgrades?
           o What are you looking to automate? Data entry? Simple conditional decision making?
           o Can the program handle automating processes that involve multiple programs?
                     Example: Word to III to OCLC
  • Technical skills needed to operate
           o Can the majority of staff confidently use the tool?
           o How much training will the staff need to master the basics of the tool?
  • Licensing
           o What are the restrictions set by the license?
  • Reviews
           o Have other libraries used the tool?
                     How are they using it?
                     What are the challenges and benefits of using the tool?

                                                   Selected Automation Programs

 Automation Program             Cost                            Website
 AutoHotkey                     Free                            http://www.autohotkey.com/
 AutoIt                         Free                            http://www.autoitscript.com/autoit3/index.shtml
 AutoMate                       $???                            http://www.networkautomation.com/automate/7/
 Keyboard Express               $25/computer                    http://www.keyboardexpress.com/
 KeyText                        $30/computer                    http://www.keytext.com/
 Macro Express                  $40/computer - Basic            http://www.macroexpress.com/
                                $60/computer - Pro
 Macro Scheduler                $49 - $595                      http://www.mjtnet.com/macro_scheduler.htm
 Macro ToolsWorks               $40/user - Basic                http://www.pitrinec.com/toolsworks.htm
                                $100/user - Pro
 Quick Macros                   $40/computer                    http://www.quickmacros.com/
 WinAnnimation                  $129/computer - Basic           http://www.winautomation.com/
                                $199/computer - Pro

For more automation programs, visit http://bit.ly/cu1y15
Becky Yoose, yoosebj@muohio.edu
AutoIt @ Miami University Libraries, Technical Services – IUG 2010

         Database Maintenance                                  Cataloging                                     Acquisitions
240 ‡h Problem                                  Receipt Cataloging Workflow                     Notification Ordering Process
   • 3000+ MARC records, mostly LP                 • All items go through receipt                  • Data entry in ordering process
      music records                                    process                                          affects receipt cataloging scripts
   • Invalid ‡h in 240 field                       • If item meets certain criteria, it is         • Incorrect codes lead to incorrect
   • But wait – there’s more!                          then fast tracked to physical                    processing
          o Corrupted 007 field                        processing                                  • Complex process, but has a core
             (consistent)                                 o Examples of criteria (over                  progression for the majority of
          o Outdated 262 and 305                              40 in total)                              items
             fields (consistent)                          o DLC, pcc                               • Notification ordering process
   • Cannot do a batch update due to                      o Item is not an added                            o GOBI III OCLC III
      other inconsistent issues                               copy/volume                                         GOBI/Amazon
                                                          o 008, 050, and 260 ‡c dates             • Workflow was not developed
Script   function                                             match if not a conference                 around automation like receipt
    •     Copy record # from Word list                        publication                               cataloging was
    •     Search III, pull up bib record
    •     Copy OCLC #, search Connexion         Script function includes                        Script functions include
    •     Prompt user to choose between             • Scan item in by ISBN, perform                 • Automatically check Amazon price
          two options                                   duplicate check with item title                 (using the Product Advertising API)
             o A la carte: If record needs          • Check order codes and price                   • Search Millennium with
                 to be overlaid or if record        • Insert order notes                                information in GOBI
                 has major issues outside of        • Copy bibliographic record and                         o Title, ISBN, Series, Call
                 the consistent ones                    proceed to check for certain                           number
                 identified above                       criteria                                    • Search OCLC by ISBN provided in
             o Express: Record does not             • Automatically bump item to                        GOBI
                 have any major problems                appropriate person if criteria is not       • Inserts appropriate codes in 049
                 outside consistent issues.             met                                             and 949 fields in OCLC record
                 Script will then switch back       • Compare III fields to                         • Automatically inserts appropriate
                 to the bib record and                  corresponding MARC field data                   order notes after OCLC export
                 automatically fix the 007,         • Insert 590/79X fields for items
                 240 |h, 245 |h, 305, and               bought with special funds               Screencast demo
                 262/028 fields                     • Create item record with                   http://screencast.com/t/MDkzZmIxYW
                                                        appropriate codes
Screencast demo                                                                                 Process Documentation (scripts coming
http://www.screencast.com/t/THTw1n9ty           Screencast demo                                 soon)
                                                http://www.screencast.com/t/gegg952u8           http://tinyurl.com/yekoc3h
Scripts (.zip file)                             gS
http://tinyurl.com/yff3fta
                                                Process Documentation (scripts coming
                                                soon)
                                                http://tinyurl.com/ykroact

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Using AutoIt for Millennium Task Automation Handout

  • 1. Guide to Automation Shopping and Selected Products – IUG 2010 (Parts adapted from “Technical Services Tools Redux” from ALAO, 10/30/2009) General What to look for when scouting for a new automation tool: • Cost o How much will it cost to use the software? o “Free” means that the software is free. Installing and maintaining said software will still cost you money. • Technical specs and maintenance o Who will be responsible for troubleshooting or upgrades? o What are you looking to automate? Data entry? Simple conditional decision making? o Can the program handle automating processes that involve multiple programs? Example: Word to III to OCLC • Technical skills needed to operate o Can the majority of staff confidently use the tool? o How much training will the staff need to master the basics of the tool? • Licensing o What are the restrictions set by the license? • Reviews o Have other libraries used the tool? How are they using it? What are the challenges and benefits of using the tool? Selected Automation Programs Automation Program Cost Website AutoHotkey Free http://www.autohotkey.com/ AutoIt Free http://www.autoitscript.com/autoit3/index.shtml AutoMate $??? http://www.networkautomation.com/automate/7/ Keyboard Express $25/computer http://www.keyboardexpress.com/ KeyText $30/computer http://www.keytext.com/ Macro Express $40/computer - Basic http://www.macroexpress.com/ $60/computer - Pro Macro Scheduler $49 - $595 http://www.mjtnet.com/macro_scheduler.htm Macro ToolsWorks $40/user - Basic http://www.pitrinec.com/toolsworks.htm $100/user - Pro Quick Macros $40/computer http://www.quickmacros.com/ WinAnnimation $129/computer - Basic http://www.winautomation.com/ $199/computer - Pro For more automation programs, visit http://bit.ly/cu1y15 Becky Yoose, yoosebj@muohio.edu
  • 2. AutoIt @ Miami University Libraries, Technical Services – IUG 2010 Database Maintenance Cataloging Acquisitions 240 ‡h Problem Receipt Cataloging Workflow Notification Ordering Process • 3000+ MARC records, mostly LP • All items go through receipt • Data entry in ordering process music records process affects receipt cataloging scripts • Invalid ‡h in 240 field • If item meets certain criteria, it is • Incorrect codes lead to incorrect • But wait – there’s more! then fast tracked to physical processing o Corrupted 007 field processing • Complex process, but has a core (consistent) o Examples of criteria (over progression for the majority of o Outdated 262 and 305 40 in total) items fields (consistent) o DLC, pcc • Notification ordering process • Cannot do a batch update due to o Item is not an added o GOBI III OCLC III other inconsistent issues copy/volume GOBI/Amazon o 008, 050, and 260 ‡c dates • Workflow was not developed Script function match if not a conference around automation like receipt • Copy record # from Word list publication cataloging was • Search III, pull up bib record • Copy OCLC #, search Connexion Script function includes Script functions include • Prompt user to choose between • Scan item in by ISBN, perform • Automatically check Amazon price two options duplicate check with item title (using the Product Advertising API) o A la carte: If record needs • Check order codes and price • Search Millennium with to be overlaid or if record • Insert order notes information in GOBI has major issues outside of • Copy bibliographic record and o Title, ISBN, Series, Call the consistent ones proceed to check for certain number identified above criteria • Search OCLC by ISBN provided in o Express: Record does not • Automatically bump item to GOBI have any major problems appropriate person if criteria is not • Inserts appropriate codes in 049 outside consistent issues. met and 949 fields in OCLC record Script will then switch back • Compare III fields to • Automatically inserts appropriate to the bib record and corresponding MARC field data order notes after OCLC export automatically fix the 007, • Insert 590/79X fields for items 240 |h, 245 |h, 305, and bought with special funds Screencast demo 262/028 fields • Create item record with http://screencast.com/t/MDkzZmIxYW appropriate codes Screencast demo Process Documentation (scripts coming http://www.screencast.com/t/THTw1n9ty Screencast demo soon) http://www.screencast.com/t/gegg952u8 http://tinyurl.com/yekoc3h Scripts (.zip file) gS http://tinyurl.com/yff3fta Process Documentation (scripts coming soon) http://tinyurl.com/ykroact