1. Creating new GobiAlerts
Baylor University Consultants
June 2007, bet

2. What can GobiAlerts do?
GobiAlerts is a new service to send regularly scheduled s to faculty members (or others) of newly profiled titles or newly generated notification slips, based on parameters
Consultants will be responsible for setting up GobiAlerts for their departments
Acquisitions will be responsible for setting up folders to receive approved requests from consultants and completing the export process into III

3. Setting up a new GobiAlert
Step 1)
Click on “GobiAlerts Administration” under “Library”

4. There are 2 steps to complete:
build views and
build users

5. Building Views
Step 1)
Select the “Views” tab, then click on “New”

6. Step 2)
Name your view, it can contain up to 25 characters. The name will be seen by the users (faculty) so should relate to the subjects they will be viewing
You can delay the alerts being sent automatically, by “unchecking” the “Active” box, making the view inactive

7. Step 3)
Select where you want the titles to come from. You can choose to request titles from the entire Baylor profile, or from a specific departmental profile which can also be limited by fund code

8. Step 4)
If you choose to pull titles from “All profiled titles” or “Notification slips”
Selecting “Notification slips” is recommended
Choose your classification scheme; in most cases, this will be “LC”

9. Step 5)
Click on “range” and enter an LC range
In most cases you will be selecting an LC range to send to specific faculty or faculty groups

10. Step 6)
You can choose an interdisciplinary topic (or topics) and
You can sort your view by title or author

11. Step 7)
The third part of the form helps set preferences for delivery
Choose format, “Interactive (Web)” is recommended for most views unless you want to manipulate the lists
Choose how often view should be sent under “Frequency” and
Choose if you want to receive a copy; this is recommended

12. Here is a sample message you can use, feel free to customize:
Step 8)
Add a message to your view. This message will display in faculty . Keep in mind that this same message will be sent every time the GobiAlert is sent
Here is a sample message you can use, feel free to customize:
This contains new title alerts from YBP. Please review them as soon as possible and send your recommendations to the library, Thank you, Beth

13. Step 9)
If you have users built, you would add the users you want to receive this view

14. Step 10)
Click on “Save”

15. Building Users
Step 1)
Select the “Users” tab, then click on “New”

16. Step 2)
Add name, middle initial is not required
These should be names of faculty that will receive GobiAlerts

17. Step 3)
Add initials, can be 2-5 characters
It is important that you identify department and the user. When you go back to retrieve GobiAlerts, they will all be in one file and the best way to retrieve your alerts is to use initials
Example: ENGRR (English, Richard Russell)

18. Step 4)
Add address

19. Step 5)
Add view, you can highlight multiple views if needed
Once added, this user will receive this view through GobiAlerts

20. Step 6)
Click on “Save”