YBP and Innovative: Making the connection

Diane Carroll, Audrey Wilson and Jenny Yoshikawa

WSU Libraries

October 15, 2008

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

Duplicate control: Activate GOBI ISBN to link to OPAC

ISBN links to SFX

Results in Summit

Linking GOBI to OPAC and Summit

Location: In Administrative GOBI account, click on Library-> Administration-> Library Preferences

Action: Enter url for local OpenUrl resolver

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?

Duplicate control option 2: Sending ISBN list to YBP

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.

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

E-ordering – Selector’s role

E-ordering – Selector’s role

E-ordering: Acquisition’s role

• Set up correct authorizations for staff

• View below is Administrative authorization

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.

E-ordering

• Go to Word document

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