Selecting Titles in Gobi

Searching and selecting in Gobi

1. Log into Gobi.
   
2. Perform a simple search via Keyword, Title, ISBN, Author/Editor, Subject, or Keyword + TOC by using the search bar (a) with the drop down menu (b) at the top of the screen.
   
3. A more thorough search can be performed by clicking on the search tab (c), and selecting “standard” (d). This will pull up the standard search screen.
   
4. For this example, a title was input on the standard search screen. The title was typed into the title search box, and “Begins” was selected (f). To complete the search, click the Search button (g) with the green arrow at the top right of the screen.
   
5. In the search results list, you must now decide which title(s) you want to add to your select cart. To mark a title for selection, click on the left margin of the desired record (h).
   
6. The margin will turn blue (i). Once you have selected all the titles that you would like to add to your select cart, hit the “Add to Select Cart” button at the top left of the screen (j).
   
7. Once you hit the “Add to Select Cart” button, a hand (k) will appear in the margin of the records that were added to your select cart.
   
8. Next, you need to provide order details for the titles you have selected. This is done by first clicking on the “Select Cart” button at the top right of the screen.
   
9. Once you are on the select cart screen, you will see a red stoplight (m) in the margins of any records you have selected. This means the record is missing its order details. The next step is to select all of the records that you want to enter order details for. Again, you select an item by clicking in the left margin of the record, which highlights the margin blue (n). Once you have selected all of the desired items, click the “Enter Order Details” button at the top of the screen (o).
   
10. An “Order Details” pop-up window should appear (p).  Next, choose the appropriate order template from the “Choose Template” drop-down menu (q).  The subaccount (r), fund code/budget (s), location (t), and your initials (u) should be populated. *At this time we are only ordering print materials in Gobi; in future it will be necessary to select the correct template (print or ebook) to match the format.  Once the correct order details are filled in, select the “save” button at the bottom of the window (v).
    
11. After the order details are saved, the stoplight in the margin of your selected titles will turn green (w). Click the “Select Green Lights” button at the top of the screen (x) to send your titles to Acquisitions.
    
12. After you hit the “Select Green Lights” button, you will return to your select cart, which will now be empty.
    

Changing preferences in Gobi

1. If you wish for your selections to remain in your select cart, you can change this preference by clicking on the options tab at the top of your screen (a) then selecting “My Preferences” (b).
   
2. Scroll down to the section headed “Selecting/Ordering Preferences.” If you want to save your acknowledgements (c), you can then choose how long you want them to stay in your select cart: either 7, 30, 60, or 90 days (d). “Do not save acknowledgements” is the normal default applied to each account when created.
   
3. Once you have changed your settings to retain selections in your cart, if you return to your select cart after selecting, you will see maroon text at the top of the records selected which reads “Selection Acknowledgement” (e). This indicates you have successfully requested a title. This transaction acknowledgment will remain in your select cart for the number of days you’ve chosen in preferences.