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| George A. Smathers Libraries > Collection Management Department > CM Support > Manual | ||
Creating GOBI 3 Templates
1. Log into www.Gobi3.com
2. Click on "Options" (upper right side)
3. Click on "Manage Templates"
4. Choose "New" in the left frame.
5. Enter in a Template Name that describes the template you are creating :
a) i.e. SOCPY Psych
b) Max is 15 characters
6. In the Subaccount field, use the drop down menu to choose the appropriate GE2 Subaccount Number.
Use the Gobi2 Location Guide to choose the appropiate location.
7. Using the drop down menu under Budget Code, choose the appropriate 8 digit numeric code for that fund.
Use the Fund Codes List to select corresponding Budget Code.
8. In the Location drop down menu, choose the appropriate location code.
Use the Gobi2 Location Guide to choose the appropiate location.
9. Leave the next two fields blank (Instruction to YBP and Library Note).
10. Choose “NhCcBP” from the YBP Qualifier field.
11. Save the Template by clicking the “Save” icon in the left-hand menu.