Ordering GOBI Firm orders.
Begin by login-in to GOBI
Click on the ‘Search’ tab --> ‘Selections’.
Orders can be selected by scrolling down the subaccount to 6082-10 firm orders (Fig.1) and pressing the
icon.
Fig.1 
Now check each individual order with ‘Import only’ on the US Status by highlighting the left-hand sidebar of the order box, then click on ‘Enter Order Details’.
Look at the ‘Subaccount’ code and select “6082-63” (Fig.2) if it is not already selected. Click the ‘Retain Marked Status’, (Fig.4) click 
icon. Repeat this for all ‘Import only’ orders.
Fig.2 
Fig.4 
Place all ‘Import only’ orders in the ‘Import only’ folder by clicking on the 
icon and select from the drop-down menu. (Fig.5)
Fig.5 
As each ‘Import only’ order is successfully placed in the folder, ‘Deselect’ the order from the main list.
Now look for ‘Out of stock at Publisher’ or ‘Low in Stock’ orders, and select these by clicking the left-hand side bar and E-mail to Janice Lindquist (Acquisitions librarian) at jlindq@rice.edu by pressing the 
icon. (Janice will order these GOBI orders from an overseas vendor). In the ‘Subject’ field of the E-mail put “Out of Stock (Date: 00/00/00)” Once E-mailed, ‘Deselect’ the order(s) from the main list.
Next look for multi-volume set orders.Since we DO NOT order multi-volume sets through GOBI yet, we need to make a print-out of the order by selecting the left-hand side bar, click the 
icon. Download the OCLC
record and create the order manually. Use YANKEE as the vendor ID and Firm as Order Type and follow the information on the order.
Once that is done, ‘Deselect’ the order from the main list by highlighting the left-hand sidebar, the 
icon, then click the icon.
- E-Books need to go in the ‘ebooks’ folder.
On the right of the Selections window eBook Box, under "Selections" Select Ebook only (Fig.7). Click the "Search" icon with the green arrow.
Fig.7 
A Supplier doesn't need to be selected
Click the 
icon, click the icon. Select from the drop-down menu the “ebooks” folder. (Fig.8)
Fig.8 
Click on the icon, then the icon.
Once that is done, ‘Deselect’ the order from the main list by highlighting the left-hand sidebar, the icon, then click the icon.
After all the “weeding-out” has been done, the remaining orders will be checked by highlighting the ISBN number and right- clicking the mouse to the drop-down menu (Fig.9) to search for duplicates. 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 may be for a different library, in this case we go ahead and process the GOBI order because it is not considered a duplicate.
Fig.9
If it’s not a duplicate, the item will come back as ‘"…found no matches in the library you searched.”
NOTE: For older orders- prior to 2005, check the title since older orders only have 10-digit
ISBN numbers may not work with the program, or might not have any ISBNs at all.
Once all orders have been checked, click on the left-hand sidebar by highlighting it 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)
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.
Once all orders are placed in the ‘Order cart’, click on the icon.
All orders should have a 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 for the reason why in the upper left-hand corner of the order. (Fig.13)
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 is already in Sirsi, then delete the order 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, 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.
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 orders and E-mailed them by clicking the icon to Sara Trejo at (strejo@rice.edu).
‘Mark All’ orders again and 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.
Go back to the order and change the ‘New order ID’ P.O. number to the ‘YBP Order Key number’ (Fig.11)
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
Highlight 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.
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.