Library & ITS Wiki
Difference between revisions of "GOBI for Acquisitions staff"
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| − | '''Placing orders on GOBI ''' | + | '''Placing orders on GOBI ''' |
| − | Search title on Midcat | + | Search title on Midcat |
| − | Search title or isbn on GOBI | + | Search title or isbn on GOBI |
| − | When found: mark item (highlight left side) and PUT IN CART—choose EXPORT CART | + | When found: mark item (highlight left side) and PUT IN CART—choose EXPORT CART. You will see a locked suitcase icon. |
| − | Click EXPORT | + | Click EXPORT CART— if you see red light attached to title record, Click ENTER ORDER DETAILS |
| − | + | Choose your template, or fill in asterisked fields. | |
| − | + | Change selector name to match appropriate liaison (leave your own initials in box) Add internal notes with faculty requestor name, hold, etc. This info transfers to the requestor field on our order form. | |
| − | + | SAVE at bottom | |
| − | + | You will see green light and crayon visible | |
| − | + | The next step is to SUBMIT ALL GREEN LIGHTS and this will put them in the Export Queue, which you can see by clicking the REPORTS tab (at top) and then EXPORT LOG. | |
| − | + | Helpful hint: If you are ordering multiple titles for same requester—add them all to the EXPORT CART and then mark them all and do one template for all. | |
| − | + | Once you have queued the export file a red export acknowledgment note appears at the top of each record. At this point you can remove all these titles from the EXPORT CART. | |
| − | + | <br> | |
| − | <br> | + | <br> '''To search for items selected by all Library Liaisons: ''' |
| − | <br> | + | <br> |
| − | + | *Log into GOBI | |
| − | + | *Under the Search tab, click on Selections | |
| − | *Log into GOBI | + | *Choose a date or date range |
| − | *Under the Search tab, click on Selections | + | *Specify the fund code (discr), then click SEARCH (upper right) |
| − | *Choose a date or date range | + | *Search all selections on MIDCAT to make sure we don’t already own them and to see if we own any previous editions. |
| − | *Specify the fund code (discr) | ||
| − | *Search all selections on MIDCAT to make sure we don’t already own them and to see if we own any previous editions. | ||
*Make sure the Gobi order status is In Stock or Orders Accepted | *Make sure the Gobi order status is In Stock or Orders Accepted | ||
| + | *Check for alternate editions. If e-book is available from EBL, return to your requestor and see if that format is okay. If this is a librarian selection, get the e-book (see | ||
*Then proceed with the above instructions for putting in the EXPORT CART, adding ORDER DETAILS, SUBMITTING ALL GREEN LIGHTS, and removing the titles from the EXPORT CART after receiving the export acknowledgement. | *Then proceed with the above instructions for putting in the EXPORT CART, adding ORDER DETAILS, SUBMITTING ALL GREEN LIGHTS, and removing the titles from the EXPORT CART after receiving the export acknowledgement. | ||
| − | <br> | + | <br> |
| − | <br> | + | <br> |
| − | <br> | + | <br> |
| − | '''Importing the brief records into Midcat''' | + | '''Importing the brief records into Midcat''' |
| − | In Millennium: Import Invoices: Data Exchange Get FTS Login to ftp.ybp.com Transfer type: binary (not ascii for ybp) Double click the export box on right side Single click on your export queue (by date and time) Click GET Once it works, click disconnect first, then close. | + | In Millennium: Import Invoices: Data Exchange Get FTS Login to ftp.ybp.com Transfer type: binary (not ascii for ybp) Double click the export box on right side Single click on your export queue (by date and time) Click GET Once it works, click disconnect first, then close. |
| − | Highlight correct file on midcat and click PREP Start, then close Highlight correct file, now with lmarc suffix; click on LOAD B for correct load table Load, then close Check send file to double check | + | Highlight correct file on midcat and click PREP Start, then close Highlight correct file, now with lmarc suffix; click on LOAD B for correct load table Load, then close Check send file to double check |
| − | <br> | + | <br> |
| − | '''Sending the order records back to Yankee''' | + | '''Sending the order records back to Yankee''' |
| − | *Go to Send File | + | *Go to Send File |
| − | * Pull down Purchase Orders to FTP | + | * Pull down Purchase Orders to FTP |
| − | *Highlight/check the YBP orders that were just brought in | + | *Highlight/check the YBP orders that were just brought in |
| − | *Click FTP, choose FTP Selected, and click on FTP | + | *Click FTP, choose FTP Selected, and click on FTP |
| − | *Choose ftp.ybp.com under Host and click Connect | + | *Choose ftp.ybp.com under Host and click Connect |
| − | *Enter username and password, click OK | + | *Enter username and password, click OK |
| − | *Double-click the Dropoff subdirectory | + | *Double-click the Dropoff subdirectory |
| − | *Click Put | + | *Click Put |
| − | *When complete, should say 1 File Transferred – Completed | + | *When complete, should say 1 File Transferred – Completed |
| − | *Click Disconnect, then Close | + | *Click Disconnect, then Close |
| − | *Delete Files? No. (will be deleted after orders are confirmed) | + | *Delete Files? No. (will be deleted after orders are confirmed) |
*Next day or so, spot check on Gobi that the books were ordered, then delete from Send File | *Next day or so, spot check on Gobi that the books were ordered, then delete from Send File | ||
| − | <br> | + | <br> |
== == | == == | ||
[[Category:GOBI]] | [[Category:GOBI]] | ||
Revision as of 11:28, 26 July 2012
Placing orders on GOBI
Search title on Midcat
Search title or isbn on GOBI
When found: mark item (highlight left side) and PUT IN CART—choose EXPORT CART. You will see a locked suitcase icon.
Click EXPORT CART— if you see red light attached to title record, Click ENTER ORDER DETAILS
Choose your template, or fill in asterisked fields.
Change selector name to match appropriate liaison (leave your own initials in box) Add internal notes with faculty requestor name, hold, etc. This info transfers to the requestor field on our order form.
SAVE at bottom
You will see green light and crayon visible
The next step is to SUBMIT ALL GREEN LIGHTS and this will put them in the Export Queue, which you can see by clicking the REPORTS tab (at top) and then EXPORT LOG.
Helpful hint: If you are ordering multiple titles for same requester—add them all to the EXPORT CART and then mark them all and do one template for all.
Once you have queued the export file a red export acknowledgment note appears at the top of each record. At this point you can remove all these titles from the EXPORT CART.
To search for items selected by all Library Liaisons:
- Log into GOBI
- Under the Search tab, click on Selections
- Choose a date or date range
- Specify the fund code (discr), then click SEARCH (upper right)
- Search all selections on MIDCAT to make sure we don’t already own them and to see if we own any previous editions.
- Make sure the Gobi order status is In Stock or Orders Accepted
- Check for alternate editions. If e-book is available from EBL, return to your requestor and see if that format is okay. If this is a librarian selection, get the e-book (see
- Then proceed with the above instructions for putting in the EXPORT CART, adding ORDER DETAILS, SUBMITTING ALL GREEN LIGHTS, and removing the titles from the EXPORT CART after receiving the export acknowledgement.
Importing the brief records into Midcat
In Millennium: Import Invoices: Data Exchange Get FTS Login to ftp.ybp.com Transfer type: binary (not ascii for ybp) Double click the export box on right side Single click on your export queue (by date and time) Click GET Once it works, click disconnect first, then close.
Highlight correct file on midcat and click PREP Start, then close Highlight correct file, now with lmarc suffix; click on LOAD B for correct load table Load, then close Check send file to double check
Sending the order records back to Yankee
- Go to Send File
- Pull down Purchase Orders to FTP
- Highlight/check the YBP orders that were just brought in
- Click FTP, choose FTP Selected, and click on FTP
- Choose ftp.ybp.com under Host and click Connect
- Enter username and password, click OK
- Double-click the Dropoff subdirectory
- Click Put
- When complete, should say 1 File Transferred – Completed
- Click Disconnect, then Close
- Delete Files? No. (will be deleted after orders are confirmed)
- Next day or so, spot check on Gobi that the books were ordered, then delete from Send File
- This page was last edited on 26 July 2012, at 11:28.
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