Preparing to send electronic orders from Evergreen

If your library wants to transmit electronic order information to a vendor, you will need to configure your server to use EDI. You need to install the EDI translator and EDI scripts on your server by following the instructions in the command line system administration manual.

Configure your provider’s EDI information by selecting Administration → Acquisitions Administration → EDI Accounts. Click New Account Button. Give the account a name in the Label box.

  1. Host is the vendor-assigned FTP/SFTP/SSH hostname.
  2. Username is the vendor-assigned FTP/SFTP/SSH username.
  3. Password is the vendor-assigned FTP/SFTP/SSH password.
  4. Account 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.
  5. Owner is the organizational unit who owns the EDI account
  6. Last Activity is the date of last activity for the account
  7. Provider is a link to the codes for the Provider record.
  8. Path is the path on the vendor’s server where Evergreen will deposit its outgoing order files.
  9. Incoming Directory is the path on the vendor’s server where Evergreen will retrieve incoming order responses and invoices.
  10. Vendor Account Number is the Vendor assigned account number.
  11. Vendor Assigned Code is usually a sub-account designation. It can be used with or without the Vendor Account Number.

You now need to add this EDI Account and the SAN code to the provider’s record.

  1. Select Administration → Acquisitions Administration → Providers.
  2. Click the hyperlinked Provider name.
  3. Select the account you just created in the EDI Default field.
  4. Add the vendor-provided SAN code to the SAN field.

The last step is to add your library’s SAN code to Evergreen.

  1. Select Administration → Server Administration → Organizational Units.
  2. Select your library from the organizational hierarchy in the left pane.
  3. Click the Addresses tab and add your library’s SAN code to the SAN field.