Many libraries use Electronic Data Interchange (EDI) accounts to order new
acquisitions. Users can set up EDI accounts and manage EDI messages in the admin
module. EDI messages and notes can be viewed in the acquisitions module. See
also the EDI Installation Instructions
because this is required for use of EDI.
The following fields are required to create an EDI account:
Note
host, username, password, path, and incoming directory.
Create EDI Accounts to communicate electronically with providers.
-
Create a label. The label allows you to differentiate between accounts for the
same provider. No limits exist on the number of characters that can be entered
in this field.
-
Enter a host. Your provider will provide you with the requisite FTP or SCP
information.
-
Enter the username that has been supplied by your provider.
-
Enter the password that has been supplied by your provider.
-
Enter account information. This field enables you to add a supplemental
password for entry to a remote system after log in has been completed. This
field is optional for the ILS but may be required by your provider.
Select an owner from the drop-down menu. The owner indicates the
organizational units whose staff can use this EDI account. This menu is
populated with the shortnames that you created for your libraries in the
organizational units tree (See Admin → Server Administration → Organizational
Units).
Note
The rule of parental inheritance applies to this list.
-
The Last Activity updates automatically with any inbound or outbound
communication.
-
Select a provider from the drop-down menu to whom this account belongs.
-
Enter a path. The path indicates the remote location on the server from which
files are pulled in to the ILS.
-
Enter the incoming directory. This directory indicates the location on your
local network to which the files download.
-
Enter the vendor account number supplied by your provider.
-
Enter the vendor account code supplied by your provider.
-
Click Save.
The EDI messages screen displays all incoming and outgoing messages between the
library and the vendor.
