GOBI Interested User

GOBI INTERESTED USER

Librarians may request us to Notify, Hold or Notify and Hold items for items ordered in GOBI.  They will place this information in the note field in Gobi. Further changes will be required in order for the interested user to be entered into Alma via the Real Time Acquisitions.

  • In GOBI check the note field if it states:
    • Notify Name
    • Hold Name
    • Notify and Hold Name
  • Further changes will be required in order for the interested user to populate in the purchase order

  • In Alma change your location to Archer Library – Archer Circulation

 

  • Click Fulfillment>Manage Patron Services

 

  • Search by name
  • Ensure to select the account with the ID number (do not use staff internal accounts)
  • Click Go

 

  • Copy the Primary ID #

 

 

  • In Gobi
  • Paste the Primary ID number
  • into the Interested User Field in GOBI

 

  • Follow standard Gobi ordering procedures to finish the process, see Gobi Ordering
  • When the purchase order is created and transferred from Gobi to Alma the interested user tab will populate with Notify User selected, if a hold was requested go to the POL that was generated by GOBI immediately and update the interested user tab to included select Hold Item or Notify Upon Cancellation as required

 

License

Library Collections Services Procedure Manual Copyright © by Lisa Wanner. All Rights Reserved.

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