Getting Started with Books In Print

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2 1. Go to Getting Started with Books In Print 1. Click on Register. 2. This will take you to the Registration page. 2. Register for a User Account 1. Select School Type 2. Enter First name (First + Middle name) 3. Enter Last Name 4. Enter your address 5. Confirm your address 6. Create a Password 7. Re-enter your Password to confirm 8. Enter your DBN or School Name 9. Click on Submit

3 3. After registering, you will receive an If you are a public school librarian and registered with a DOE , then you will receive an confirmation. 2. Click on the click here link in the body of the This will take you to the Login Page. 4. Login to Books In Print with your and password. 1. If you are a non-public school librarian and registered with a NON-DOE , then you will receive an that states your registration must first be approved by an administrator. 4. If you are a school administrator, you will receive an asking you to authorize all users from your school. 1. Click on the click here link in the body of the to approve the user. 2. This will take you to the Login Page. 3. Close the page if you do not want to access Books In Print at this time. 5. You will receive an when your Books In Print account is active. 1. Click on the click here link in the body of the This will take you to the Login Page where you login with your and password School Library & Reference Material Ordering Guide 2

4 6. Note: If you have changed schools since last using Books in Print, you can change your DBN code in your profile. Setting up Your Library s Processing Profile 7. Before proceeding, you must set up your Library s Processing Profile with each of the three contracted vendors. Please note that Vendors charge for the processing options on a per item basis according to terms contracted with the DOE. You must have your processing specifications from each vendor before proceeding. 8. Retrieve your processing specifications from NYCDOE Vendors. 1. Setup your processing profile by clicking on my account. 2. Click on the Processing Profile tab. (You only need to do this once in the beginning when you first set up or if you want to make any changes to your profile later) 3. Location, Library code, contact name and will automatically be filled in based on how you registered. This can be confirmed in the MY PROFILE tab. If this is wrong please contact please contact Leanne Ellis at Library Services at lellis3@schools.nyc.gov. 4. Click on all three vendors then send Continue with the process when you receive your current specs. School Library & Reference Material Ordering Guide 3

5 9. You must choose a Processing package for both Books and Audio/Visual materials. 1. Choose between Automated Book Kit 1 or 2. You can only choose 1 option. 2. Choose between Automated Audio/Visual Kit 1 or 2. You can only choose 1 option. 3. Click on the Date Due Slip box to add it to any package. 4. The difference between the kits is the inclusion of a circulation card and pocket. 10. Next, you may choose from the Package Add-On Options. NOTE: There is a charge associated with each of these optional items. 1. You may select from the following options: a. KAPCO covers on paperbacks b. Catalog Card Set c. Theft Detection choose 1 if applicable d. Reading Program and Labels - If you choose a Reading Program, you must also choose a Reading Label. 11. Now you need to setup your barcodes. The Office of Library Services recommends the pre-selected settings. These settings will be used unless you choose another option. 1. Barcode Symbology is Code 3 of 9 2. Barcode length is Material type is 3 4. You can personalize your Barcode with your school or campus name. 5. Select a barcode direction by clicking the button next to it. 6. Input your barcode range for each vendor from your current specs. 7. Enter the letter or number of your preferred Barcode location for each vendor. School Library & Reference Material Ordering Guide 4

6 12. Next choose your Cataloging Options. The Office of Library Services recommends the pre-selected settings. These settings will be used unless you choose another option. 1. Audio/Visual allows you to select multiple options. 13. Setup your MARC Records profile. Some of the settings in the section have been pre-selected by the Office of Library Services. These settings will be used unless you choose another option. 1. Choose your computer: Windows or Mac 2. Choose Method of Data Delivery: Library Services recommends Download 3. Choose a Subject heading Library Services recommends as Sears 4. Choose a Reading Program: This is optional 5. Choose your Automation System School Library & Reference Material Ordering Guide 5

7 14. Select Card Sorting and Pocket Placement. 1. Set these options up if you have selected a Date Due Slip, Book or A/V Kit 2 or the catalog card set in steps 5 & Recommended Sorting Options have been pre-selected. These settings will be used unless you choose another option. 3. Save at the bottom. 4. A message will appear letting you know what processes have not been completed. You can choose to save and come back later to finish filling in the parameters. 5. You CAN NOT send to vendors until all parameters have been filled in. 6. Cancel this allows you to cancel any changes that you ve currently made. It will go back to what was setup before. Searching and Building a List in BOOKS IN PRINT 15. You can begin a search by entering a search term in the Search box. 1. Enter a search term in the Search Box. 2. Select a Search Key: a. Keyword b. Sears Subject c. Title d. Author e. Publisher f. Dewey Decimal 3. Select if you want to do an all vendor search or specify a specific vendor. School Library & Reference Material Ordering Guide 6

8 16. Your search results will be displayed in the collapsed view. 1. The Vendor Search will return all titles that match your search term and are available from DOE s Contracted Vendors. 2. Refine your results by clicking on one or more refinement options on the right hand side of the screen. 3. All editions are expanded by default. To hide them, click hide, under item info. 4. Click the detail button to view the full record 17. Create a New List or Add to Existing List 1. Select Items by entering a quantity for Vendor on: a. Expanded List View b. Full Item Detail 2. Choose a List Action: a. Add to existing list b. Create new list 3. Enter the following information in the Dialog Box: 4. List Name: Location Code + Free Text (Required) 30 characters allowed 5. Choose a Location Code if your library serves multiple schools. (Required) 6. List Type: (Required) 7. Grade Range: (Optional) 8. Comments: (Optional) 9. Click Create List or Add to List School Library & Reference Material Ordering Guide 7

9 18. Click on List to view your lists. My List View is the default. 1. Click on List at the top of the screen. 2. View your own Public & Private Lists 3. View Total Dollar Amount of Lists 4. View FAMIS Status by pointing to the FAMIS button with your mouse. 5. Click on the List Name to view List Items 6. Available Actions: a. Edit List Properties b. Copy to a new list c. Append to an existing list d. Send to FAMIS 19. You can also view public lists created by all DOE librarians in All List View. 1. Click on All to switch the list view. 2. View Public Lists belonging to all NYCDOE Librarians as well as your own lists. 3. Lists are grouped by Owner Name. Click on the folder to expand each group. 4. Search for a list by Owner Name, List Name, Location, Library, or Grade. 5. Click on the List Name to view List Items 6. All Actions available in My List View are available in All List View. 20. Copy a New List or Append to an Existing List 1. Click Button next to list to Select 2. Choose from the Action Box: a. Copy to a new List b. Append to an Existing List c. Edit List Options 3. Enter the following information in the Dialog Box: a. List Name: Location Code + Free Text (Required) b. List Type: (Required) c. Grade Range: (Optional) d. Comments: (Optional) e. Click Submit School Library & Reference Material Ordering Guide 8

10 21. Submitting an order in FAMIS. 22. Sample Message 1. Click Button next to list to Select 2. Review your list as prices and quantities may have changed if the list has not been touched in awhile. 3. Choose from the Action Box: 4. Send to FAMIS 5. You will receive 2 Messages: a. List sent to FAMIS, waiting for response b. Status when sent 6. Please notify your purchasing secretary that a list is waiting in FAMIS for a purchase order to be created. School Library & Reference Material Ordering Guide 9