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:


host, username, password, path, and incoming directory.

EDI Accounts

Create EDI Accounts to communicate electronically with providers.

  1. 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.
  2. Enter a host. Your provider will provide you with the requisite FTP or SCP information.
  3. Enter the username that has been supplied by your provider.
  4. Enter the password that has been supplied by your provider.
  5. 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.
  6. 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).


    The rule of parental inheritance applies to this list.

  7. The Last Activity updates automatically with any inbound or outbound communication.
  8. Select a provider from the drop down menu to whom this account belongs.
  9. Enter a path. The path indicates the remote location on the server from which files are pulled in to the ILS.
  10. Enter the incoming directory. This directory indicates the location on your local network to which the files download.
  11. Enter the vendor account number supplied by your provider.
  12. Enter the vendor account code supplied by your provider.
  13. Click Save.

EDI Messages

The EDI messages screen displays all incoming and outgoing messages between the library and the vendor.