YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU...
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Transcript of YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU...
![Page 1: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/1.jpg)
YBP and Innovative: Making the connection
Diane Carroll, Audrey Wilson and Jenny Yoshikawa
WSU Libraries
October 15, 2008
![Page 2: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/2.jpg)
Topics
• Duplicate control Option 1: Activate ISBN linking to local OPAC Option 2: Sending ISBN list to YBP
• E-ordering books selected on GOBI using Innovative
• Receiving E-invoices from YBP into Innovative Acquisitions module
![Page 3: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/3.jpg)
Duplicate control: Activate GOBI ISBN to link to OPAC
![Page 4: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/4.jpg)
ISBN links to SFX
![Page 5: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/5.jpg)
Results in Summit
![Page 6: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/6.jpg)
Linking GOBI to OPAC and Summit
Location: In Administrative GOBI account, click on Library-> Administration-> Library Preferences
Action: Enter url for local OpenUrl resolver
![Page 7: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/7.jpg)
Duplicate control option 2: Sending ISBN list YBP
• Why: Not all materials will be purchased via YBP/GOBI
• When: Send list of ISBN quarterly to be loaded into GOBI will assist in identifying duplicates
• Will this help with cooperative collection development? No
• What does it look like?
![Page 8: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/8.jpg)
Duplicate control option 2: Sending ISBN list to YBP
![Page 9: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/9.jpg)
Procedures for sending ISBN to GOBI
• Go to http://orbiscascade.org/cdmc/isbns/
• Open Notebook
• Copy ISBN list
• Paste in notebook and save as text file
• Mail to YBP rep as an attachment
• Note: ebooks to which you have access and do not permanently hold will be included in this list.
![Page 10: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/10.jpg)
E-ordering
Selectors
1. Choose a book to purchase
2. Check for duplicates
3. Check in GobiTween
4. Select – click to left of record – blue bar
5. Put in Select cart
6. Choose another book, etc.
Selectors
7. Go to Select Cart and review items (can remove)
8. Red light items need account and other order details
8. Click on “Enter Order details”; Save
9. Light changes to green
10. Submit all Green Lights
![Page 11: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/11.jpg)
E-ordering – Selector’s role
![Page 12: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/12.jpg)
E-ordering – Selector’s role
![Page 13: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/13.jpg)
E-ordering: Acquisition’s role
• Set up correct authorizations for staff
• View below is Administrative authorization
![Page 14: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/14.jpg)
![Page 15: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/15.jpg)
![Page 16: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/16.jpg)
E-ordering: Preparing to downloading YBP records into Innovative
Before you can export order records:
1. Setup vendor record (s) Vcode3: d Note3: $vendsan=1694510 Request username and password from YBP
2. Add a load table that will identify the elements in GOBI to be added to Innovative brief bib and order record
There is an example an order load table in the handouts.
Someone from your organization can do this if they have been trained on load tables, otherwise you need to pay Innovative to do this for you.
![Page 17: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/17.jpg)
![Page 18: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/18.jpg)
E-ordering
• Go to Word document
![Page 19: YBP and Innovative: Making the connection Diane Carroll, Audrey Wilson and Jenny Yoshikawa WSU Libraries October 15, 2008.](https://reader035.fdocuments.us/reader035/viewer/2022062720/56649f185503460f94c2f1db/html5/thumbnails/19.jpg)
E-invoicing
Set up with YBP
• Wanted to receive e-invoices with the same information as the printed invoice.
• Wanted one invoice per box (not per shipment)
• YBP loads e-invoices on their server; WSU picks them up via ftp using MARC
• Edifact can be used instead of MARC however, this must be purchased from Innovative