...
Click on the
icon, then the 
icon.
Once Once that is done, ‘Deselect’ the order from the main list by highlighting the left-hand sidebar, the 
icon, then click the 
icon.
...
Fig.10 
Select the “Retain Marked Status on Items in List” icon, click the 
icon.
Once the order is checked, highlight the order(s) and click on the 
icon, unless the order includes a ‘Series Title’
Check if there is an existing standing order in Sirsi by highlighting the series title. (Fig.11)
Fig.11
Copy + paste it in Sirsi. (Fig.12)
Fig.12
If there exists a standing order in Sirsi already, the order from the main list. If not, place the order in the ‘Order cart’ by clicking the icon ** When a monograph is part of a series, search the series title in Sirsi in the “periodicals” and/or "series" category. If the Library receives the series on standing order, treat as a duplicate order. Transfer to the duplicate folder and deselect from the main list.
Once all orders are placed in the ‘Order cart’, click on the 
icon.
All All orders should have a green light 
icon.
Press the
icon and a
message should appear meaning orders are processed, and a 
should be visible.
If some orders could not be processed look If an Exception Error pops up, it means the order did not get processed. Look for the reason why in the upper left-hand corner of the order. (Fig.13)
Fig Fig.13 
-- Some exceptions happen when an item is previously ordered. In this case you place the order in the ‘Already ordered’ folder and keep it there for one week, then check Sirsi to see if this order record is already in Sirsi, there. You then delete the order it from the ‘Already ordered’ folder. If the ‘Subaccount’ reads 608212 (In the upper left-hand corner) (Fig.14) means the item is in transit with Yankee Approval.
Fig.14 
--- Another exception happens when the item is duplicated in the list. In such a case , delete one title but send the other by pressing the 
text and press the icon again.
-- There is also the exception where an item cannot be return once it is ordered, we the order and press the icon again.
-- Another commonly seen exception is the ‘ ’ 
, on these and press the icon again. ** These could also mean, series are on Standing Order.
Orders will be processed throughout the day by selectors, so check back to see if more have been placed . Repeat and repeat the process. At the end of the working day, ‘Mark All’ the orders and E-mailed mail them by clicking the 
icon to Sara Trejo at (strejo@rice.edu).
...
‘Mark All’ orders again and print them out.
Then send to the printer. After the print-outs, ‘Deselect’ all orders in the ‘Order Cart’ and place the print-outs in the order basket.
Log-off.
Ordering e-Books in GOBI
Go to the ‘Folders’ tap, drop-down to the ‘ebooks’ folder. (Fig.1)
Fig.1 “OR” On the right of the selections window, choose
First check if there is sufficient funds before ordering, because once it has been ordered it cannot be cancelled.
Check for ‘Supplier’ line to be one of five on the platform. (Fig.2) If not, let the selector know and put that order aside in a personal folder until the selector makes a decision, then you can proceed with the order.
Fig.2
Check the selection made by the selector on the lower left-hand part of the order. (Fig.3)
Fig.3
Check the ‘Subaccount’ that it is 6082-50, if not it needs to be change to 6082-50.
If the ebook is in the ebook folder, transfer by pressing ‘Put in cart’à’Order cart’
Select order and click on icon. Change the ‘Subaccount’ to 6082-50. (Fig.4)
Fig.4
Type your initials, selector’s initials and the message “Ebrary – single use only’. (Fig.5) Click the icon.
Fig.5
We add a note in both the order and the bibliographic record when the ebook is for "Single use only" after the vendor.
Check all ebooks for duplicates by highlighting and right-clicking the ISBNs. (Fig.6) (Even if a print copy is found, we will still order the ebook)
Fig.6
After all ebooks are searched for duplicates, highlight all send to the ‘Order cart’, go to the ‘Order cart’ and press the icon.
The two messages below should now be visible
Make print-outs of the ebooks and order all manually.
Go to OCLC bring-in the ebook records, write down the OCLC Control number on the print-outs.
Create order using the icon. Fill-in the information using YANKEE for vendor. (Fig.7)
Fig.7
In the ‘Extended info’ fields, type in the COMMENT field, “DO NOT PRINT- Gobi order added manually” (Fig.8)
Fig.8 Click the icon
Fill-in the following information from the ebook print-out .
All electronic orders have the message below,
Fill-in from the print-out, your initials, selector’s initials, and – If needed- “(Supplier) -single use only.” (Fig.9)
Fig.9 Click the icon.
Look at the ebook print-out and type-in the information needed for fund and holding code. (Fig.10)
Fig.10 Click on icon.
...
.
...
Fig.11 Change to à Click on icon.
...
...
NOTE: Go to the bibliographic record and change all 856_40_ fields to 956_00_ fields. (Fig.12)
Fig.12
...
Fig.13
Ordering ‘Import only’ orders in GOBI
‘Import only’ orders are left to process on Fridays to keep them separate from the U.S. orders.
Go to the ‘Folders’ tab, drop-down to the ‘Import only’ folder. (Fig.1) (Either the ‘Manage Library Folders’ by other staff members, or by clicking on ‘Import Only’ folder to process orders on your personal folder)
Fig.1
...
If ‘Manage Library Folders’ is selected, look for ‘Import only’ lines and see if there are any to process, click on the blue Import only text to go to the orders. (Fig.2) (In the example below there are no orders to process)
Fig.2
If ‘Import Only’ folder is selected, check if the right code in ‘Subaccount’ is visible. (Fig.3)
Fig.3
Move the order(s) to the ‘Order Cart’ by selecting the left-hand sidebar. Leave deletion of the order(s) in the ‘Import only’ folder- even after the transfer has been completed- in case a deletion is made by mistake. This way there is a backup.
Click on the ‘Order Cart’ icon.
‘Import orders’ will be checked for duplicates by highlighting the ISBN number and right- clicking the mouse to the drop-down menu (Fig.3) to search for duplicates also. If it is a duplicate the item will appear with all catalog information. If is not a duplicate, the item will come back as ‘"…found no matches in the library you searched.”
Fig.3
Select the order by selecting the left-hand sidebar, click the icon. In this window you can put your initials and the selector’s initials. (Fig.4)
Fig.4
While in the ‘Enter Order Details’ window, you can correct the ‘Subaccount’ number if it is wrong by clicking on the drop down menu in the ‘Subaccount’ field. (Fig.5)
Fig.5
Click the icon.
Once the order is checked, highlight the order(s) and click on the icon, unless the order includes a ‘Series Title’
Check if there is an existing standing order in Sirsi by highlighting the series title. (Fig.6)
Fig.6
Copy + paste it in Sirsi. (Fig.7)
Fig.7
If there exists a standing order in Sirsi already, the order from the main list. If not, place the order in the ‘Order cart’ by clicking the icon.
Repeat the screening process for all ‘Import only’ orders.
Once this is done, check that all ‘Import orders’ have the icon.
Click icon.
You should have a the following messages in the order visible,
‘Import orders’ will be processed throughout the day by selectors, so check back to see if more have been placed. Repeat the process. At the end of the working day, ‘Mark All’ the ‘Order Acknowledgement’ orders and E-mailed them by clicking the icon to Jiun Kuo (kuo@rice.edu) and Sara Trejo at (strejo@rice.edu).
‘Mark All’ orders again and print them out. After the print-outs, ‘Deselect’ all orders in the ‘Order Cart’ and place the print-outs in the order basket.
Log-off.
