Creating Gobi folders

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Creating Gobi folders

• Baylor University Consultants
• June 2007, bet

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What can folders do?

• In GOBI, you can use folders to store titles for
  consideration at a later time.
• You can add titles from any search result screen.
  There is no limit to the number of titles you
  can store in a folder, and folders remain active
  as long as your user ID and password are active.
• Folders can be personal or shared
• Personal Only the person who creates a folder
  designated personal can view the contents, add
  titles, and remove titles from the folder. This
  is recommended for all consultants, unless you
  share responsibilities for a discipline area.
• Shared Anyone can create a folder and designate
  that it be shared. Then, any user in the library
  can view the contents, add titles, and remove
  titles from a shared folder, only the owner can
  rename or delete a shared folder. This is
  recommended for our folders used in the ordering
  workflow process between consultants and
  acquisitions. Acquisitions is responsible for
  setting up these shared folders.

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Setting up a folder

• Step 1)
• Click on Manage Folders

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• Step 2)
• Click on New

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• Step 3)
• Fill out screen
• name your folder
• check off Show in Menu so you can view on the
  GOBI home screen
• select Personal or Shared. We do recommend
  that you make these folders Personal unless you
  share responsibilities with others

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• Step 4)
• Click on Save to save new folder

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Editing folders

• Step 1)
• In Manage folders, click on radio button of
  folder you want to edit, then click on Edit

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• Step 2)
• If this is a folder you did not create, you will
  only be able to click on Show in menu Step 1)
  In Manage folders, click on radio button of
  folder you want to edit, then click on Edit

Step 3) Click on Save to save changes
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Adding titles to folders

• Step 1)
• When you find a title you want to save to a
  folder, click on the box, and then click on Add
  to folder

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• Step 2)
• Choose desired folder in the pop-up box, and then
  click OK. You can also create a new folder on
  the fly

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• Step 3)
• Once the title has been added, an icon will
  appear in the action column

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• If you want to move titles between folders, you
  open the folder and click on the check off the
  title you want to move, then click on Move to
  folder