Using Automation Tools in Alma

Abstract

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.