Many libraries use Electronic Data Interchange (EDI) accounts to send purchase orders and receive invoices from providers electronically. In Evergreen users can setup 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.

Entering SANs (Standard Address Numbers)

For EDI to work your library must have a SAN and each of your providers must each supply you with their SAN.

A SAN (Standard Address Number) is a unique 7 digit number that identifies your library.

Entering a Library’s SAN

These steps only need to be done once per library.

1. In Evergreen select Admin → Server Administration → Organizational Units

2. Find your library in the tree on the left side of the page and click on it to open the settings.

   Note

   Multi-branch library systems will see an entry for each branch but should select their system’s top organization unit.

3. Click on the Address tab.
4. Click on the Mailing Address tab.
5. Enter your library’s SAN in the field labeled SAN.
6. Click Save.

Entering a Provider’s SAN

These steps need to be repeated for every provider with which EDI is used.

1. In Evergreen select Admin → Server Administration → Acquisitions → Providers.
2. Click the hyperlinked name of the provider you would like to edit.

1. Enter your provider’s SAN in the field labeled SAN.
2. Click Save.

Create an EDI Account

Caution

You must create your provider before you create an EDI account for the provider.

1. Contact your provider requesting the following information:

   • Host
   • Username
   • Password
   • Path
   • Incoming Directory
   • Provider’s SAN
2. In Evergreen select Admin → Server Administration → Acquisitions → EDI Accounts.
3. Click New Account. A pop-up will appear.

1. Fill in the following fields:

   • In the Label field, enter a name for the EDI account.
   • In the Host field, enter the requisite FTP or SCP information supplied by your provider.
   • In the Username field, enter the username supplied by your provider.
   • In the Password field, enter the password supplied by your provider.
   • Select your library as the Owner from the drop down menu. Multi-branch libraries should select their top level organizational unit.
   • The Last Activity updates automatically with any inbound or outbound communication.
   • In the Provider field, enter the code used in Evergreen for your provider.
   • In the Path field, enter the path supplied by your provider. The path indicates a directory on the provider’s server where Evergreen will deposit its outgoing order files.
   • In the Incoming Directory field, enter the incoming directory supplied by your provider. This indicates the directory on the vendor’s server where Evergreen will retrieve incoming order responses and invoices.

1. Click Save.
2. Click on the link in the Provider field.

1. Select the EDI account that has just been created from the EDI Default drop down menu.

1. Click Save.