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ELUNA 2015

May 4–5, 2015

Minneapolis, Minnesota

Using Automation Tools in Alma

Wednesday, May 6, 2015 at 2:30 PM–3:15 PM CDT
Minnesota Room
Description

In the aftermath of the UW Alma implementation, the major complaints from my staff are a massive amount of clicking daily and fragmented workflows, which seems to be de-automation rather than automation.  In server-based ILS such as Voyager, using MacroExpress for macros/text strings for the frequently used phrases/inputs has been widely used for years.  Alma, however, is a browser-based system, and seems to be missing these functions.  In my Unit (East Asia Library, Technical Services Unit), my student team and I have started testing the usage of free “browser automation software” to create macros/short-cut keys.  There are two pieces of free software that have been selected and tested successfully.  They are able to record several steps and to assign a short-cut key.  In addition to improving the efficiency of straightforward procedures, e.g., call number search, inputting temporary location automatically in serials check-in, or creating an order record for a gift, this pilot project attempts to evaluate and streamline workflow in Alma as its next phase. 

Track

Alma

Presenters

Charlene Chou, University of Washington
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