EDI Setup – General – Staff Information System

Vendors known to be accepting EDI orders from an Evergreen ILS are listed below.

EDI Setup

There are two parts in the EDI setup.

Create an EDI Account record:

Go to Admin/Acquisitions Administration/EDI Accounts

Click Add New Account

Fill in the form as below and click Save

Label: A unique name to identify the EDI account for the provider
Host: Vendor assigned ftp address
Username: Vendor assigned ftp username
Password: Vendor assigned ftp password
Account: Vendor assigned account number or account name. This field doesn’t really do anything. It is for reference.
Owner: The organizational unit who owns the EDI account
Last Activity: Do not fill in. System maintained. The date of last activity for the account.
Provider: Type in the first letter of the provider code, then choose from the list. This will be a link to the provider record.
Path: The path on the vendor’s server where Evergreen will send it’s outgoing .epo files
Incoming Directory: The path on the vendor’s server where “incoming” .epo files are stored
Vendor Account Number: Vendor assigned account number.
Vendor Assigned Code: Usually a sub-account designation. Can be used with or without the Vendor Account Number.

In the provider record add the following:

Select the EDI Account you set up for this provider account.
Enter 962 for the holdings tag.
Enter the vendor’s SAN.
Click on the Holding Subfields tab and enter the following by clicking on “New Holding Subfield.” Select the subfield from the drop down list, enter the subfield code associated with that field, and click Save. You need to do this for each subfield you want to import.

Holding Subfields:

Estimated Price – r
Fund Code – u
Owning Library – b
Quantity – o
Circ Modifier – g
Copy Location – t
Note – p (Do not use unless you always load a note. Blank subfields in the 962 will cause the record upload to fail.)
Call number and barcode are automatically filled in by Evergreen, so you do not need to specify them.