GOBI Folders

GOBI FOLDERS

Folders have been created in GOBI to move purchase requests for further review. This includes:

• Selections Made By Librarians:
  • Move to Ebook Orders Barbara Folder:
    • if the item is available as an Ebook and following the cost criteria guidelines, see Criteria for Ordering Monographs
  • Move to CAT for Review Folder:
    • For Library Selections that are print only and following the cost criteria guidelines or any title that you have a question/concern with, see Criteria for Ordering Monographs

• GobiAlert Recommendation:
  • Any librarian who wishes to review recommendation’s by faculty via GobiAlerts will have a folder created in GOBI.  All item requests will be moved to the correct librarians folder, for further instructions see GobiAlerts
  • This includes any title in print or Ebook and regardless of cost, ensure they go to the librarian first for review
  • If Collections Services manages the faculties purchase and no librarian is assigned follow the same procedures as Selections made by Librarians

EBOOKS 

• For Librarian Selections or GobiAlerts with no librarian assigned to mediate the request

• Check to ensure the book is available as an Ebook

• Click Alternate Editions

• Check availability to ensure it is available in Canada
• Follow Criteria for Ordering Monographs

• On the selected print title:
  • Add a library note to the order to know it is on hold until further information is received:
  • Example: On Hold Sent for Ebook Purchase
• Click Add

• Enter Note
• Click Ok

• Highlight title
• Click Folder in right hand corner

• Add to: Select Ebook Orders Barbara
• Click Add to Folder

• A folder/Star will appear by title that you have added to the folder.
• If you hover over it, it shows which folder it is in

• Leave the order in Selections until the status has been updated
• Barbara will add a library note stating what steps to take or if she has taken action on the item
• Monitor Selections and GOBIALERT Library notes daily to see what steps to take next
  • Ebook Ordered – The title can be removed from selections
  • Order Print – Staff are to order a physical copy
  • Part of Collection (detailed information may be provided) – Selection can be deleted as we already have the title
  • Not Purchasing – The title is not required and the section can be deleted
  • In Process/Pending – Continue to hold until further action is taken

Physical Items for Review by CAT

• For Librarian Selections or GobiAlerts with no librarian assigned to mediate the request follow the cost criteria guidelines or any title that you have a question/concern with, see Criteria for Ordering Monographs

• Follow above procedures to add a note:
• Click Add Library Note on the record
• Enter message: On hold sent to CAT for review
• Click Ok

• Highlight title
• Click Folder in right hand corner

• Leave the order in Selections until the status has been updated
• Barbara will add a library ​note stating what steps to take or if she has taken action on the item
  • Order Print – Staff are to order a physical copy
  • Not Purchasing – The title is not required and the section can be deleted
  • In Process/Pending – Continue to hold until further action is taken

GobiAlerts Librarian Folders

• Any librarian who wishes to review recommendation’s via GobiAlerts will have a folder created in GOBI to move the Alert to for review, for further instructions see GobiAlerts
• This includes any title in print or Ebook and regardless of cost, ensure they go to the librarian first for review

Viewing Folders in GOBI

• Click Folders

• Select the folder you wish to review
• If you are unable to see a folder: Click Manage Library Folders

• Ensure Show is set to Yes  for the folder you wish to view
• Hover over No and change to Yes
• Once it is set to Yes it will be available in the above list

• To view, place orders or delete items from a folder Select the desired folder

• Review titles in the folder and place, selections, orders or delete from the folder as required

• Titles moved to folders remain the selections folder or GobiAlerts with a star stating they are in a folder
• Follow standard procedures for clearing out the folder depending on the action taken by the librarian