Using GOBI Templates
- Rachel Volk
Department
Acquisitions, Collection Development
Purpose
This procedure explains how to create templates and use them during the GOBI selection process.
Overview
GOBI templates allow users to quickly enter order or selection details. Templates are sets of pre-established order details that can be applied in the selecting process. You may build and maintain as many templates as needed. Templates are unique to the user and may not be viewed by other GOBI users in your library.
Required Knowledge/Skills
GOBI access
Safety Issues/Precautions
N/A
Equipment/Supplies
PC with internet access and GOBI login.
Procedure
Creating a new template
Go to the Options menu, and click on Manage Templates.
Click on the New button.
Enter the order details into some or all of the available fields. (See sample templates below.)
Click on the Save button.
Editing a previously created template
Go to the Options menu, and click on Manage Templates.
Click on the radio button next to the template you wish to edit.
Click on the Edit button.
Make your changes.
Click on the Save button.
Deleting a previously created template
Go to the Options menu, and click on Manage Templates.
Click on the radio button next to the template you wish to delete.
Click on the Delete button.
Applying templates to orders
To apply a template, you first need to be in an order details screen, either in your select cart or in ‘Add Title by ISBN’.
When you click on dropdown menu, you will see your list of existing templates.
To apply one, click on the preferred template. This will populate the order details.
Note: ALL the fields below are required in order to complete your selection, despite not all fields being required in your templates.
Print books:
eBooks have one extra required field:
Sample templates
Print book:
eBook: