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 Ordering GOBI Firm orders.Orders

Begin by login-in to GOBI

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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.

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If it is a duplicate the item will appear with all catalog information, put the duplicate in the duplicate folder. (To be deleted later)

Caution: Should be used at this point, because the GOBI request A duplicate may show up but it may be for a different library , in this (STACKS, ART, GOV-DOCS, WRC, ect..), if this is the case we go ahead and process the GOBI order because it is not considered a duplicate.

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 NOTE: For older orders- prior to 2005, check the title since older orders only have 10-digit.  Some ISBN numbers may not work with the   program, or might not have any ISBNs at all. 

Once all orders have been checked, highlight it by click on the left-hand sidebar and click on the   icon. On the pop-up window go down to the ‘Library note’ field and type-in your initials followed by the selector’s initials. (Fig. 10)

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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 Image Added icon.

All  All orders should have a  green light Image Addedicon.

Press  Press theImage Added  icon and aImage Added message should appear meaning orders are processed, and a  Image Addedshould 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 Image Added

-- 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 Image Added

-- 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 Image Added text and press the Image Added  icon again.

--  There is also the exception where an item cannot be return once it is ordered, we Image Added the order and press the  Image Addedicon again.

-- Another commonly seen exception is the ‘ ’ Image Added , on theseImage Added  and press the  Image Added    icon again.   ** These could also mean, series is 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 Image Added icon to Sara Trejo at (strejo@rice.edu).

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‘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.

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 UK Gobi Orders 

UK gobi orders are the ‘Import only’ orders on the US Status (Fig.1), they are left to process on Fridays to keep them separate from the U.S. orders.

Fig.1 Image Added

Go to the ‘Folders’ tab  drop-down to the ‘Import only’ folder. (Fig.1), by clicking on ‘Import Only’ folder to process orders on your personal folder).

The ‘Manage Library Folders’ is the option to process orders in the other staff members folders. (See Fig.3)

Fig.2     Image Added

Next check ‘Manage Library Folders’, look for ‘Import only’ on the "folder name" column (Fig.2), if there are any to process there will be numbered in the "contents" column  (In the example below there are no orders to process)  

Click on the blue Import only text to go to the orders, if any. 

Fig.3 Image Added

Transfer the order(s) to the ‘Order Cart’ Image Added by selecting the left-hand sidebar.  A copy of the order will now be in the order cart, leave the original copy in the folder even transfer has been completed- in case a deletion is made by mistake. This way there is a backup.

Click on the ‘Order Cart’ on the top right-hand corner to see all your orders in place.

Select the order by clicking the left-hand sidebar, click the   Image Addedicon.  In this window you may put your initials and the selector’s initials on the Library Note (Fig.4)

 Fig.4     Image Added 

For Import Orders we use the Subaccount 6082-63, at this point, make sure they the correct ‘Subaccount’ (Fig.5).  If not, please correct by clicking on the drop down menu in the Subaccount field. 

Image Added    ------>  Image AddedFig.5

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  

Click theImage Added   icon.

At this point, ‘Import orders’ will be checked for duplicates by ISBN and Series titles as you would do with Gobi firm orders, follow the same procedure if duplicates are found.

Repeat the screening process for all ‘Import only’ orders.

Once this is done, check that all ‘Import orders’ have the green lightImage Added   icon.

Click on the Image Added  'Mark all' middle icon to select all orders

Click   Image Addedicon.

**Follow the same procedure for any  Exception Errors as Gobi Firm orders

You should have a the Image Added and the Image Addedin 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 to Jiun Kuo (kuo@rice.edu) and Sara Trejo (strejo@rice.edu).

‘Mark All’ orders again and print them out and place them on the basket. ‘Deselect’ all orders in the ‘Order Cart’ and from the import folders.

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E-Book Gobi Orders

  Search Selections window, click on the right "Ebook only" (Fig.1) and then the search gren Image Addedarrow.

  Fig.1  Image Added 

All our e-book orders should be visible; check each individual order to see First check if there is sufficient funds before ordering, because once it has been ordered it cannot be cancelled.

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insufficient funds will become a problem once the manual order is created.

On Platform, make sure an authorized 'Supplier' was been selected (Fig.2) and the status is available. (Fig.

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3)  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

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Image Added

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Image Added Fig.3

Authorized vendors:

EBSCOhost (was Netlibrary)

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EBL

CQ Press Online

CRC Press

IGI Online Content

JSTOR,

Project Muse

Sage Online Content 

Wiley Online LIbrary

Select order and go to Image Added place your initials and check the subaccount.

** All e-Book orders should have 6082-50 for Subaccount , check and make sure all orders have this number, if not please correct

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)

 Image AddedFig. 4

Type On the library Note, type your initials, selector’s initials and the message “Ebrary – (in occasion the note "single use only’. )  (Fig.5) Click the  icon.

Fig.5    Image Added

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** We add a note "Single user only" in both the order and the bibliographic record when the ebook vendor is for "Single use only" after the vendora 'Single User Option (SUPO)' or '1 User' in the Purchase option column.

Check all ebooks for duplicates by highlighting and right-clicking the ISBNs . (Fig.6) (Even if as you would with all Gobi orders.

**If a print copy is found, we will still order the ebook)

Fig.6

double check with selector to verity a duplicate

PDA created records are not considered duplicates, however, these can only be ordered on EBL ONLY. Please let selector know this.

After all e-books After all ebooks are searched for duplicates, highlight all send they are ready to be processed. Mark all  and transfer 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)

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you will see the green light Image Addedicon on the orders. 

Click on Image Added

You should have a the Image Added and the Image Addedin the order visible.

 – Print processed e-books out and order manually using the Add Basic OrderImage Added

 Vendor ID = YANKEE

ORDER TYPE = EFIRM

In the ‘Extended info’ fields, type in the COMMENT field, “DO NOT PRINT- Gobi order added manually” (Fig.86)

Image Added Fig. 8                Click the   icon

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Click on Continue. 

Fill-in the following information from the ebook print-out .     

All electronic orders have the message below,

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• Unit Price
• Instruct field = For IP access please note that our IP ranges are 128.42.*.* and 168.7.*.*
• Comment Field= your initials, selector’s initials, and – If needed- “(Supplier) -single use only.”

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• 
  
• FUND
• HOLDING CODE = INTERNET

After Saving the order.

Go back to 'Modify order', click on current order and change the ‘New

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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.

Go back to the order and change the ‘New order ID’ P.O. numberto the Image Addedgiven to the ‘YBP Order Key number’ order. (Fig.117)

Fig.11     Change to à              Click on  icon.

 Fig.7    Image Added   Change to     Image Added          

Save your changes.

 NOTE: Go to the bibliographic record and change all 856_40_ fields to 956_00_ fields. (Fig.128)

Fig.12                    

8  Image Added    to  Image Added

Highlight the Library Note, If order has a SUPO noteHighlight the message on the ebook print-out that says, “Ebrary – single use only” (Fig.13) and give them to Linda K.

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.

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or

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a Notify Note.

Give all orders to Linda Keating.

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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.

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Log-off.

Image Removed