GOBI training, 04.26.2011

Lilly's notes contain screenshots; look for them in Sharepoint

 

• notifications in GOBI
• we'll be tweaking notifications so that we get better, smaller, more relevant notifications sent to faculty (or in my case, to me)
• Weekly Fund Report (H:/)
• Aquisitions representative will email you every week 
• next year will be firmer deadlines; spend $ or you lose it
• all of this will be outlined in the new collection development policy
• as of TODAY: all (book/monograph) ordering will be done electronically through GOBI (unless they aren't listed in GOBI)
• single-volume electronic titles (netLibrary; more by end of summer) can be ordered thru GOBI

 

Notifications

• click "Notifications" tab
• select your name/account, and "select cart"
• menu at left: "ADD"
• select specific LC classification numbers
• also check "interdisciplinary studies"
• go into last year's New Acquisitions List (on library website under Technical Services page)
• you can view LC classes here
• choose delivery frequency, delivery format
• you may have to set up a second identity to use with GOBI Alerts (contact Kathryn Loafman by email to add a faculty member or other name)
• hit "save and schedule" on the left-hand menu

 

Ordering with GOBI

• can search using the top search bar
• however, if a search brings up a lot of different titles, DON'T go to Advanced Search, but go to Standard Search to enter title/author
• might want to just search US/UK and leave out not-yet-published titles
• date range: probably want to limit to the current year (2010-2011) to limit titles
• STATUS MESSAGES:
• "in stock" is great!
• "orders accepted" means that it's not in the YBP warehouse, but still available/selectable
• "out of print, sourced to an out-of-print supplier;" you can select that, too; but use "library note add" and let the tech services rep know the max you want to pay for it
• "import only," you can select
• select "alternate editions" to check for paperback or ebook
• for an ebook, select either multiple user or single user (if only one faculty member wants it)
• we need to consider ebooks a priority 
• everything you selected and want to order go into your Select Cart
• go back into your Select Cart (tells total # of items selected)
• you can change your preferences so that items remain or disappear from your Select Cart after ordering
• if you search for an already-ordered item, it will show up in the search marked "selected"
• you can filter your Select Cart in various ways: "green lights only" (things you have selected but not ordered)
• DO NOT HIT SUBMIT YET!
• at left: "enter order details"
• can create a template to fill in fund, firm order, and initials
• if no template, fill out SUBACCOUNT (firm orders 5404) and FUND CODE
• hit "save"
• hit "submit all green lights"
• you need to contact your ordering representative to let them know you've submitted orders
• if you made a mistake, email them and let them know "i accidentally ordered X Title"
• if no mistake, just email them--hit "mark all and send"
•