Managing GobiAlerts Ashley Bailey Collection Development Manager YBP Library Services [email protected].

Managing GobiAlertsManaging GobiAlertsAshley BaileyAshley Bailey

Collection Development ManagerCollection Development ManagerYBP Library ServicesYBP Library Services

[email protected]@ybp.com

GobiAlert EmailGobiAlert Email

Each Monday morning the Selector will receive an Alert email from [email protected] that includes a link to the week’s slips. Click on the ‘clicking this link’ to be taken to the Alert.

Once the link is clicked, the selector will be automatically taken to the Once the link is clicked, the selector will be automatically taken to the slip view without having to log inslip view without having to log in

When in the slip view the Selector When in the slip view the Selector has the ability to:has the ability to:

Email the ListEmail the List

Save to a DiskSave to a Disk

PrintPrint

Sort and Filter the ListSort and Filter the List

Remove Titles from their ListRemove Titles from their List

Make RecommendationsMake Recommendations

Review Past ListsReview Past Lists

Emailing the ListEmailing the List

To Email the list, mark the titles you want to Email (or click ‘Mark All’) and then click ‘Email’ on the left side of the screen. Add the person’s contact information that it will be sent to, put in a message, and click Email at the bottom of the popover screen.

Email PopoverEmail Popover

Saving to DiskSaving to Disk

Mark the titles you want to save to a disk (Or use ‘Mark All’) and then click ‘Save to Disk’ on the left tool bar. Choose tab delimited and then save to your desktop, or you can choose to save in a PDF file. If you want tab delimited, just open the file and export it into Excel.

Printing Your List:Printing Your List:To print the list, mark the titles you want to print and click Print on the left side of the screen. When To print the list, mark the titles you want to print and click Print on the left side of the screen. When

the popover comes up choose how many titles you want per page.the popover comes up choose how many titles you want per page.

Sorting the List:Sorting the List:To sort the list, click on ‘Sort’ on the left hand side. The following popover will To sort the list, click on ‘Sort’ on the left hand side. The following popover will appear and you can sort and secondary sort by any of the bold features in the appear and you can sort and secondary sort by any of the bold features in the

GOBI record. Hit ‘Ok’ when finished and your list will sort.GOBI record. Hit ‘Ok’ when finished and your list will sort.

Filtering the List:Filtering the List:The filter function is located toward the top of the GOBI pageThe filter function is located toward the top of the GOBI page

When you click on this you can choose to filter one way or another (i.e. When you click on this you can choose to filter one way or another (i.e. Cloth only or Exclude Cloth). You can apply multiple filters at once. To Cloth only or Exclude Cloth). You can apply multiple filters at once. To remove a filter simple click ‘Removed Applied Filters’ or ‘Removed Last remove a filter simple click ‘Removed Applied Filters’ or ‘Removed Last

Filter’.Filter’.

Removing Titles from a List:Removing Titles from a List:Mark the title(s) you want to remove and then click Mark the title(s) you want to remove and then click

X ‘Remove’ on the left of the screenX ‘Remove’ on the left of the screen

You will be taken to this popover where you will click ‘okay’ You will be taken to this popover where you will click ‘okay’ if you do want to remove it. If it was an accidental removal, if you do want to remove it. If it was an accidental removal,

click ‘cancel’click ‘cancel’

Making a RecommendationMaking a Recommendation

Mark the titles you want to recommend by click Mark the titles you want to recommend by click on the left side of the record where the hand on the left side of the record where the hand appearsappearsClick ‘Recommend’ on the left side of the screenClick ‘Recommend’ on the left side of the screenThe title will show as The title will show as THIS TITLE HAS BEEN THIS TITLE HAS BEEN RECOMMENDEDRECOMMENDEDIf you recommend a title you want to retract, just If you recommend a title you want to retract, just send an email to the acquisitions staff or person send an email to the acquisitions staff or person picking up the recommendations so she/he will picking up the recommendations so she/he will know not to order it.know not to order it.

Viewing Past GobiAlertsViewing Past GobiAlerts

To view past GobiAlerts, click on To view past GobiAlerts, click on ‘Notification List’ on the left side of the list ‘Notification List’ on the left side of the list of titlesof titles

This will take you into week’s past. These This will take you into week’s past. These will stayed cued for up to a year unless will stayed cued for up to a year unless you go in and delete themyou go in and delete them

All GobiAlerts sent to your name and All GobiAlerts sent to your name and email address will show up in this listemail address will show up in this list

To access a past list, click on the button beside the Notification Name and then hit ‘View’ on the left side of the screen.

Questions?Questions?

Feel free to contact me with any questions Feel free to contact me with any questions at: [email protected]: [email protected]