Note on the behaviour of holds in relation to cancelling line items added.
[sitka/doc/acquisitions.git] / admin / admin-acqadditional.xml
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16b35757
RJ
1<?xml version='1.0' encoding='UTF-8'?>
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acqadditional">
4 <info>
5 <title>Acquisitions Module Additional Administrative Settings</title>
6 <legalnotice>
7 <para><emphasis role="bold">Adapted with permission from original material by the <link
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen
10 Community</link></emphasis></para>
11 </legalnotice>
12
13
14
15 <abstract>
16 <para>This chapter covers additional administrative settings that you may want for your library including distribution formulas, line item alerts, and the
17ability to make your on-order records OPAC invisible.</para></abstract>
18
19
20 </info>
21
22
23<section xml:id="intro-additional-admin">
24
25</section>
26
27<section xml:id="distribution-formulas">
28<title>Distribution Formulas</title>
29<para>Distribution formulas allow you to specify the number of copies that should be distributed to specific branches. You can create and reuse formulas as
30needed.</para>
31
32<para><link linkend="create-distribution-formula">Create a Distribution Formula</link></para>
33<para><link linkend="edit-distribution-formula">Edit a Distribution Formula</link></para>
34<para><link linkend="clone-distribution-formula">Clone a Distribution Formula</link></para>
35<para><link linkend="edit-distribution-name">Edit the Name of a Distribution Formula</link></para>
36
37<simplesect xml:id="create-distribution-formula">
38<title>Create a Distribution Formula</title>
39
40<procedure>
41<step>
42<informalfigure>
43<para>Select <menuchoice><guimenu>Admin</guimenu>
44<guisubmenu>Server Administration</guisubmenu>
45<guisubmenu>Acquisitions</guisubmenu>
46<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>.</para>
47<para><mediaobject>
48<alt>screenshot of distribution formula</alt>
49
50<imageobject>
51<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>
52</imageobject>
53</mediaobject></para>
54</informalfigure>
55</step>
56
57<step>
58<informalfigure>
59<para>Click <guibutton>New Formula</guibutton>.</para>
60<para><mediaobject>
61<alt>screenshot of distribution formula</alt>
62
63<imageobject>
64<imagedata fileref="media/create-distribution-formula-2.png" scalefit="0"></imagedata>
65</imageobject>
66</mediaobject></para>
67</informalfigure>
68</step>
69
70<step>
71<informalfigure>
72<para>Enter a <guilabel>Formula name</guilabel>. There is no limit to the number of characters that can be entered in this field.</para>
73<para><mediaobject>
74<alt>screenshot of distribution formula</alt>
75
76<imageobject>
77<imagedata fileref="media/create-distribution-formula-3.png" scalefit="0"></imagedata>
78</imageobject>
79</mediaobject></para>
80</informalfigure>
81</step>
82
83<step>
84<para>Choose a <guilabel>Formula Owner</guilabel>. The formula owner indicates the organizational units whose staff can use this formula.</para>
85</step>
86
87<step>
88<para>Ignore the <guilabel>Skip Count</guilabel> field. It has no purpose in 2.0.</para>
89</step>
90
91<step>
92<informalfigure>
93<para>Click <guibutton>Save</guibutton>.</para>
94<para><mediaobject>
95<alt>screenshot of distribution formula</alt>
96
97<imageobject>
98<imagedata fileref="media/create-distribution-formula-4.png" scalefit="0"></imagedata>
99</imageobject>
100</mediaobject></para>
101</informalfigure>
102</step>
103
104<step>
105<informalfigure>
106<para>Click <guibutton>New Entry</guibutton>.</para>
107<para><mediaobject>
108<alt>screenshot of distribution formula</alt>
109
110<imageobject>
111<imagedata fileref="media/create-distribution-formula-5.png" scalefit="0"></imagedata>
112</imageobject>
113</mediaobject></para>
114</informalfigure>
115</step>
116
117<step>
118<informalfigure>
119<para>Select an <guilabel>Owning Library</guilabel> from the drop down menu. This indicates the branch that will receive the items.</para>
120<para><mediaobject>
121<alt>screenshot of distribution formula</alt>
122
123<imageobject>
124<imagedata fileref="media/create-distribution-formula-6.png" scalefit="0"></imagedata>
125</imageobject>
126</mediaobject></para>
127</informalfigure>
128</step>
129
130<step>
131<informalfigure>
132<para>Select a <guilabel>Shelving Location</guilabel> from the drop down menu.</para>
133<note><para>This step is skipped if your library uses a default copy location to make on-order records OPAC invisible.</para></note>
134<para><mediaobject>
135<alt>screenshot of distribution formula</alt>
136
137<imageobject>
138<imagedata fileref="media/create-distribution-formula-7.png" scalefit="0"></imagedata>
139</imageobject>
140</mediaobject></para>
141</informalfigure>
142</step>
143
144<step>
145<informalfigure>
146<para>In the <guilabel>Item Count</guilabel> field, enter the number of items that should be distributed to the branch. You can enter the number or use the arrows on
147the right side of the field.</para>
148<para><mediaobject>
149<alt>screenshot of distribution formula</alt>
150
151<imageobject>
152<imagedata fileref="media/create-distribution-formula-8.png" scalefit="0"></imagedata>
153</imageobject>
154</mediaobject></para>
155</informalfigure>
156</step>
157
158<step>
159<informalfigure>
160<para>Click <guibutton>Apply Changes</guibutton>. The screen will reload.</para>
161<para><mediaobject>
162<alt>screenshot of distribution formula</alt>
163
164<imageobject>
165<imagedata fileref="media/create-distribution-formula-9.png" scalefit="0"></imagedata>
166</imageobject>
167</mediaobject></para>
168</informalfigure>
169</step>
170
171<step>
172<informalfigure>
173<para>Repeat steps 7 through 11 to add as many branches as you require.</para>
174<para><mediaobject>
175<alt>screenshot of distribution formula</alt>
176
177<imageobject>
178<imagedata fileref="media/create-distribution-formula-10.png" scalefit="0"></imagedata>
179</imageobject>
180</mediaobject></para>
181</informalfigure>
182</step>
183
184<step>
185<informalfigure>
186<para>To view the changes to your formula, select <menuchoice><guimenu>Admin</guimenu>
187<guisubmenu>Server Administration</guisubmenu>
188<guisubmenu>Acquisitions</guisubmenu>
189<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>. The item count will reflect the entries to your distribution formula.</para>
190<para><mediaobject>
191<alt>screenshot of distribution formula</alt>
192
193<imageobject>
194<imagedata fileref="media/create-distribution-formula-11.png" scalefit="0"></imagedata>
195</imageobject>
196</mediaobject></para>
197</informalfigure>
198</step>
199</procedure>
200</simplesect>
201
202<simplesect xml:id="edit-distribution-formula">
203<title>Edit a Distribution Formula</title>
204
205<procedure>
206<step>
207<informalfigure>
208<para>Select <menuchoice><guimenu>Admin</guimenu>
209<guisubmenu>Server Administration</guisubmenu>
210<guisubmenu>Acquisitions</guisubmenu>
211<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>.</para>
212<para><mediaobject>
213<alt>screenshot of distribution formula</alt>
214
215<imageobject>
216<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>
217</imageobject>
218</mediaobject></para>
219</informalfigure>
220</step>
221
222<step>
223<informalfigure>
224<para>Click on the hyperlinked name of the formula you would like to edit.</para>
225<para><mediaobject>
226<alt>screenshot of distribution formula</alt>
227
228<imageobject>
229<imagedata fileref="media/edit-distribution-formula-1.png" scalefit="0"></imagedata>
230</imageobject>
231</mediaobject></para>
232</informalfigure>
233</step>
234
235<step>
236<informalfigure>
237<para>At this screen you can add a new entry, edit an existing entry using the drop down menus, or delete an existing entry using the red X beside the entry you wish
238to delete. If you click and hold the three dots you are able to reorder your list.</para>
239<tip><para>When using a distribution formula the system will start at the top of the list and work down the list until it runs out of copies. For example, if you are
240ordering five copies of a title and you apply a distribution formula with entries for seven branches (1 copy each), only the first five branches will receive
241copies.</para></tip>
242<para><mediaobject>
243<alt>screenshot of distribution formula</alt>
244
245<imageobject>
246<imagedata fileref="media/edit-distribution-formula-2.png" scalefit="0"></imagedata>
247</imageobject>
248</mediaobject></para>
249</informalfigure>
250</step>
251
252<step>
253<informalfigure>
254<para>Click <guibutton>Apply Changes</guibutton> after you have made your changes.</para>
255<para><mediaobject>
256<alt>screenshot of distribution formula</alt>
257
258<imageobject>
259<imagedata fileref="media/edit-distribution-formula-3.png" scalefit="0"></imagedata>
260</imageobject>
261</mediaobject></para>
262</informalfigure>
263</step>
264</procedure>
265</simplesect>
266
267<simplesect xml:id="clone-distribution-formula">
268<title>Clone a Distribution Formula</title>
269
270<procedure>
271<step>
272<informalfigure>
273<para>Select <menuchoice><guimenu>Admin</guimenu>
274<guisubmenu>Server Administration</guisubmenu>
275<guisubmenu>Acquisitions</guisubmenu>
276<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>.</para>
277<para><mediaobject>
278<alt>screenshot of distribution formula</alt>
279
280<imageobject>
281<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>
282</imageobject>
283</mediaobject></para>
284</informalfigure>
285</step>
286
287<step>
288<informalfigure>
289<para>Check the box adjacent to the formula you wish to clone and click <guibutton>Clone Selected</guibutton>.</para>
290<para><mediaobject>
291<alt>screenshot of distribution formula</alt>
292
293<imageobject>
294<imagedata fileref="media/clone-distribution-formula-1.png" scalefit="0"></imagedata>
295</imageobject>
296</mediaobject></para>
297</informalfigure>
298</step>
299
300<step>
301<informalfigure>
302<para>Make the necessary changes to your cloned formula and click <guibutton>Apply Changes</guibutton>.</para>
303<para><mediaobject>
304<alt>screenshot of distribution formula</alt>
305
306<imageobject>
307<imagedata fileref="media/clone-distribution-formula-2.png" scalefit="0"></imagedata>
308</imageobject>
309</mediaobject></para>
310</informalfigure>
311</step>
312</procedure>
313
314</simplesect>
315
316<simplesect xml:id="edit-distribution-name">
317<title>Edit the Name of a Distribution Formula</title>
318
319<procedure>
320<step>
321<informalfigure>
322<para>Select <menuchoice><guimenu>Admin</guimenu>
323<guisubmenu>Server Administration</guisubmenu>
324<guisubmenu>Acquisitions</guisubmenu>
325<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>.</para>
326<para><mediaobject>
327<alt>screenshot of distribution formula</alt>
328
329<imageobject>
330<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>
331</imageobject>
332</mediaobject></para>
333</informalfigure>
334</step>
335
336<step>
337<informalfigure>
338<para>Double-click on the line you would like to edit. A pop-up box will appear.</para>
339<para><mediaobject>
340<alt>screenshot of distribution formula</alt>
341
342<imageobject>
343<imagedata fileref="media/name-distribution-formula-1.png" scalefit="0"></imagedata>
344</imageobject>
345</mediaobject></para>
346</informalfigure>
347</step>
348
349<step>
350<informalfigure>
351<para>Change the name and click <guibutton>Save</guibutton>.</para>
352<para><mediaobject>
353<alt>screenshot of distribution formula</alt>
354
355<imageobject>
356<imagedata fileref="media/name-distribution-formula-2.png" scalefit="0"></imagedata>
357</imageobject>
358</mediaobject></para>
359</informalfigure>
360</step>
361</procedure>
362
363<para>OR</para>
364
365<procedure>
366<step>
367<informalfigure>
368<para>Select <menuchoice><guimenu>Admin</guimenu>
369<guisubmenu>Server Administration</guisubmenu>
370<guisubmenu>Acquisitions</guisubmenu>
371<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>.</para>
372<para><mediaobject>
373<alt>screenshot of distribution formula</alt>
374
375<imageobject>
376<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>
377</imageobject>
378</mediaobject></para>
379</informalfigure>
380</step>
381
382<step>
383<informalfigure>
384<para>Click on the hyperlinked name of the formula you would like to edit.</para>
385<para><mediaobject>
386<alt>screenshot of distribution formula</alt>
387
388<imageobject>
389<imagedata fileref="media/edit-distribution-formula-1.png" scalefit="0"></imagedata>
390</imageobject>
391</mediaobject></para>
392</informalfigure>
393</step>
394
395<step>
396<informalfigure>
397<para>In the top left hand corner of the screen, click on the large hyperlinked name of your formula.</para>
398<para><mediaobject>
399<alt>screenshot of distribution formula</alt>
400
401<imageobject>
402<imagedata fileref="media/name-distribution-formula-3.png" scalefit="0"></imagedata>
403</imageobject>
404</mediaobject></para>
405</informalfigure>
406</step>
407
408<step>
409<informalfigure>
410<para>In the pop-up box that appears change the name and click <guibutton>OK</guibutton>.</para>
411<para><mediaobject>
412<alt>screenshot of distribution formula</alt>
413
414<imageobject>
415<imagedata fileref="media/name-distribution-formula-4.png" scalefit="0"></imagedata>
416</imageobject>
417</mediaobject></para>
418</informalfigure>
419</step>
420</procedure>
421
422</simplesect>
423
424
425</section>
426
427<section xml:id="create-lineitem-alert">
428<title>Create a Line Item Alert</title>
429
430<para>Line item alerts are predefined text that can be added to line items on selection lists or purchase orders. Alerts can assist staff in the processing
431and cataloguing of items by alerting staff to the correct collection for the item or directing the item to a particular department. You can define the alerts from
432which the staff can choose. Line item alerts in appear in a pop up box when the line item, or any of its copies, are marked as received.</para>
433
434<procedure>
435<step>
436<informalfigure>
437<para>Select <menuchoice><guimenu>Admin</guimenu>
438<guisubmenu>Server Administration</guisubmenu>
439<guisubmenu>Acquisitions</guisubmenu>
440<guimenuitem>Line Item Alerts</guimenuitem></menuchoice>.</para>
441<para><mediaobject>
442<alt>screenshot of line item alert</alt>
443
444<imageobject>
445<imagedata fileref="media/create-litem-alert-1.png" scalefit="0"></imagedata>
446</imageobject>
447</mediaobject></para>
448</informalfigure>
449</step>
450
451<step>
452<informalfigure>
453<para>Click <guibutton>New Line Item Alert Text</guibutton>.</para>
454<para><mediaobject>
455<alt>screenshot of line item alert</alt>
456
457<imageobject>
458<imagedata fileref="media/create-litem-alert-2.png" scalefit="0"></imagedata>
459</imageobject>
460</mediaobject></para>
461</informalfigure>
462</step>
463
464<step>
465<informalfigure>
466<para>Create a code for your alert. There is no limit to the number of characters that can be entered in this field.</para>
467<para><mediaobject>
468<alt>screenshot of line item alert</alt>
469
470<imageobject>
471<imagedata fileref="media/create-litem-alert-3.png" scalefit="0"></imagedata>
472</imageobject>
473</mediaobject></para>
474</informalfigure>
475</step>
476
477<step>
478<para>Create a description of your alert. There is no limit to the number of characters that can be entered in this field.</para>
479</step>
480
481<step>
482<para>Select an owning library from the drop down menu. The owning library indicates the organizational unit(s) whose staff can use this alert.</para>
483</step>
484
485<step>
486<informalfigure>
487<para>Click <guibutton>Save</guibutton>.</para>
488<para><mediaobject>
489<alt>screenshot of line item alert</alt>
490
491<imageobject>
492<imagedata fileref="media/create-litem-alert-4.png" scalefit="0"></imagedata>
493</imageobject>
494</mediaobject></para>
495</informalfigure>
496</step>
497</procedure>
498
499</section>
500
501<section xml:id="onorder-OPAC-invisible">
502<title>How to Make Your On-order Records OPAC Invisible</title>
503
504<para>Once bibliographic records and copies are loaded they are visible to patrons in the OPAC because the status of on-order is an OPAC visible status.</para>
505<para>It is possible to use a copy location to make your on-order records OPAC invisible.</para>
506
507<note><para>Local System Administration and Acquisitions Administration privileges are required for the following instructions.</para></note>
508
509<para>Begin by creating a new copy location:</para>
510<procedure>
511
512<step>
513<informalfigure>
514<para>Select <menuchoice><guimenu>Admin</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Copy Locations Editor</guimenuitem></menuchoice>.</para>
515<para><mediaobject>
516<alt>screenshot of invoicing</alt>
517
518<imageobject>
519<imagedata fileref="media/onorder-invisible-1.png" scalefit="0"></imagedata>
520</imageobject>
521</mediaobject></para>
522</informalfigure>
523</step>
524
525<step>
526<para>Create a new copy location.</para>
527
528<itemizedlist>
529<listitem>
530<informalfigure>
531<para>Make sure <guilabel>No</guilabel> is selected for <guilabel>OPAC Visible</guilabel>.</para>
532<para><mediaobject>
533<alt>screenshot of invoicing</alt>
534
535<imageobject>
536<imagedata fileref="media/onorder-invisible-2.png" scalefit="0"></imagedata>
537</imageobject>
538</mediaobject></para>
539</informalfigure>
540</listitem>
541<listitem>
542<informalfigure>
543<para>Select <guilabel>Holdable</guilabel> to be <guilabel>Yes</guilabel> or <guilabel>No</guilabel> depending on whether your library allows holds to placed on
544on-order items.</para>
545<para><mediaobject>
546<alt>screenshot of invoicing</alt>
547
548<imageobject>
549<imagedata fileref="media/onorder-invisible-3.png" scalefit="0"></imagedata>
550</imageobject>
551</mediaobject></para>
552</informalfigure>
553</listitem>
554</itemizedlist>
555</step>
556
557<step>
558<informalfigure>
559<para>Click <guibutton>Create a new copy location</guibutton>.</para>
560<para><mediaobject>
561<alt>screenshot of invoicing</alt>
562
563<imageobject>
564<imagedata fileref="media/onorder-invisible-4.png" scalefit="0"></imagedata>
565</imageobject>
566</mediaobject></para>
567</informalfigure>
568</step>
569
570<step>
571<informalfigure>
572<para>Click <guibutton>OK</guibutton> to acknowledge that the update has succeeded.</para>
573<para><mediaobject>
574<alt>screenshot of invoicing</alt>
575
576<imageobject>
577<imagedata fileref="media/onorder-invisible-5.png" scalefit="0"></imagedata>
578</imageobject>
579</mediaobject></para>
580</informalfigure>
581</step>
582</procedure>
583
584<para>Set your new copy location as your default:</para>
585
586<procedure>
587<step>
588<informalfigure>
589<para>Select <menuchoice><guimenu>Admin</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Library Settings Editor</guimenuitem></menuchoice>.</para>
590<para><mediaobject>
591<alt>screenshot of invoicing</alt>
592
593<imageobject>
594<imagedata fileref="media/onorder-invisible-6.png" scalefit="0"></imagedata>
595</imageobject>
596</mediaobject></para>
597</informalfigure>
598</step>
599
600
601<step>
602<informalfigure>
603<para>Locate the setting <guilabel>Default copy location</guilabel> and click <guilabel>Edit</guilabel>.</para>
604<para><mediaobject>
605<alt>screenshot of invoicing</alt>
606
607<imageobject>
608<imagedata fileref="media/onorder-invisible-7.png" scalefit="0"></imagedata>
609</imageobject>
610</mediaobject></para>
611</informalfigure>
612</step>
613
614<step>
615<informalfigure>
616<para>Ensure the context is set for your library.</para>
617<caution><para>Multiple branch libraries need to ensure that the library system is the context selected, not a branch, for this setting to apply to their entire library.</para></caution>
618
619<para>Choose your shelving location from the drop down menu.</para>
620<para><mediaobject>
621<alt>screenshot of invoicing</alt>
622
623<imageobject>
624<imagedata fileref="media/onorder-invisible-8.png" scalefit="0"></imagedata>
625</imageobject>
626</mediaobject></para>
627</informalfigure>
628</step>
629
630<step>
631<informalfigure>
632<para>Click <guibutton>Update Setting</guibutton>.</para>
633<para><mediaobject>
634<alt>screenshot of invoicing</alt>
635
636<imageobject>
637<imagedata fileref="media/onorder-invisible-9.png" scalefit="0"></imagedata>
638</imageobject>
639</mediaobject></para>
640</informalfigure>
641</step>
642
643<step>
644<informalfigure>
645<para>Confirm that the setting has updated correctly.</para>
646<para><mediaobject>
647<alt>screenshot of invoicing</alt>
648
649<imageobject>
650<imagedata fileref="media/onorder-invisible-10.png" scalefit="0"></imagedata>
651</imageobject>
652</mediaobject></para>
653</informalfigure>
654</step>
655
656<step>
657<para>When bibliographic records and copies are loaded into the system through the acquisitions module the system will use this copy location as the default.
658Items will not show in the catalogue until they are received and their copy location is updated.</para>
659</step>
660
661</procedure>
662
663</section>
664
665<section xml:id="e-d-i">
666 <title>EDI</title>
667<note><para>EDI is not currently available for Sitka Libraries.</para>
668<para>An announcement will be made when testing is completed and this feature becomes available.</para></note>
669 <para>Many libraries use Electronic Data Interchange (EDI) accounts to order new acquisitions. In Evergreen 2.0, users can setup EDI accounts and manage
670EDI messages in the admin module. EDI messages and notes can be viewed in the acquisitions module.</para>
671
672<note><para>At present EDI can only be used to send purchase orders to providers, not to receive invoices from providers.</para> <para>Currently EDI can be used with
673the following providers:</para>
674<itemizedlist>
675<listitem>
676<para>Baker and Taylor</para>
677</listitem>
678<listitem>
679<para>More information to come.</para>
680</listitem>
681</itemizedlist>
682</note>
683
684<para><link linkend="edi-accounts">Create an EDI Account</link></para>
685<para><link linkend="edi-messages">View EDI Messages</link></para>
686
687<simplesect xml:id="edi-accounts">
688<title>Create an EDI Account</title>
689<para>Create EDI accounts to communicate electronically with providers.</para>
690
691<caution><para>You <emphasis>must</emphasis> create your provider before you create an EDI account for the provider.</para></caution>
692
693<note><para>The following fields are required to create an EDI account:</para>
694<itemizedlist>
695<listitem>
696<para>Host</para>
697</listitem>
698<listitem>
699<para>Username</para>
700</listitem>
701<listitem>
702<para>Password</para>
703</listitem>
704<listitem>
705<para>Owner</para>
706</listitem>
707<listitem>
708<para>Provider</para>
709</listitem>
710<listitem>
711<para>Path</para>
712</listitem>
713<listitem>
714<para>Incoming Directory</para>
715</listitem>
716</itemizedlist>
717</note>
718
719<procedure>
720<step>
721<informalfigure>
722<para>Select <menuchoice><guimenu>Admin</guimenu>
723<guisubmenu>Server Administration</guisubmenu>
724<guisubmenu>Acquisitions</guisubmenu>
725<guimenuitem>EDI Accounts</guimenuitem></menuchoice>.</para>
726<para><mediaobject>
727<alt>screenshot of EDI</alt>
728
729<imageobject>
730<imagedata fileref="media/create-edi-accounts-1.png" scalefit="0"></imagedata>
731</imageobject>
732</mediaobject></para>
733</informalfigure>
734</step>
735
736<step>
737<informalfigure>
738<para>Click <guibutton>New Account</guibutton>. A pop-up will appear.</para>
739<para><mediaobject>
740<alt>screenshot of EDI</alt>
741
742<imageobject>
743<imagedata fileref="media/create-edi-accounts-2.png" scalefit="0"></imagedata>
744</imageobject>
745</mediaobject></para>
746</informalfigure>
747</step>
748
749<step>
750<informalfigure>
751<para>Fill in the fields.</para>
752<para><mediaobject>
753<alt>screenshot of EDI</alt>
754
755<imageobject>
756<imagedata fileref="media/create-edi-accounts-3.png" scalefit="0"></imagedata>
757</imageobject>
758</mediaobject></para>
759</informalfigure>
760
761<itemizedlist>
762<listitem>
763<para>In the <guilabel>Label</guilabel> field, enter a name for the EDI account. The label allows you to differentiate between accounts for the same provider.
764There is no limit to the number of characters that can be entered in this field.</para>
765</listitem>
766<listitem>
767<para>In the <guilabel>Host</guilabel> field, enter the requisite FTP or SCP information supplied by your provider.</para>
768</listitem>
769<listitem>
770<para>In the <guilabel>Username</guilabel> field, enter the username supplied by your provider.</para>
771</listitem>
772<listitem>
773<para>In the <guilabel>Password</guilabel> field, enter the password supplied by your provider.</para>
774</listitem>
775<listitem>
776<para>In the <guilabel>Account</guilabel> field, enter the supplemental password for entry to a remote system after log in has been completed. This field is
777optional for the Evergreen, but may be required by your provider. It is unlikely to be used by most modern systems and should typically be empty.</para>
778</listitem>
779<listitem>
780<para>Select an owner from the drop down menu. The owner indicates the organizational units whose staff can use this EDI account.</para>
781</listitem>
782<listitem>
783<para>The <guilabel>Last Activity</guilabel> field updates automatically with any outbound or inbound (though there is no inbound at the moment) communication.</para>
784</listitem>
785<listitem>
786<para>In the <guilabel>Provider</guilabel> field, enter the code for your provider.</para>
787</listitem>
788<listitem>
789<para>In the <guilabel>Path</guilabel> field, enter the path. The path indicates the remote location on the server from which files are pulled into Evergreen.</para>
790</listitem>
791<listitem>
792<para>In the <guilabel>Incoming Directory</guilabel> field, enter the incoming directory. This directory indicates the location on your local network to which the
793files download.</para>
794</listitem>
795<listitem>
796<para>In the <guilabel>Vendor Account Number</guilabel> field, enter the Vendor Account Number (VAN) supplied by your provider.</para>
797</listitem>
798<listitem>
799<para>In the <guilabel>Vendor Assigned Code</guilabel> field, enter the Vendor Assigned Code (VAC) supplied by your provider.</para>
800</listitem>
801</itemizedlist>
802</step>
803
804<step>
805<para>Click <guibutton>Save</guibutton>.</para>
806<caution><para>For EDI to work your Standard Address Number (SAN) must be added through the organizational unit address in the staff client.</para></caution>
807</step>
808
809</procedure>
810
811</simplesect>
812
813<simplesect xml:id="edi-messages">
814<title>View EDI Messages</title>
815
816<para>The EDI Messages screen displays all incoming and outgoing messages between the library and the provider.</para>
817
818<procedure>
819<step>
820<informalfigure>
821<para>To view the EDI Messages screen, select <menuchoice><guimenu>Admin</guimenu>
822<guisubmenu>Server Administration</guisubmenu>
823<guisubmenu>Acquisitions</guisubmenu>
824<guimenuitem>EDI Messages</guimenuitem></menuchoice>.</para>
825<para><mediaobject>
826<alt>screenshot of EDI</alt>
827
828<imageobject>
829<imagedata fileref="media/view-edi-messages-1.png" scalefit="0"></imagedata>
830</imageobject>
831</mediaobject></para>
832</informalfigure>
833</step>
834
835<step>
836<para>The messages will display. Use the column headers to sort.</para>
837</step>
838</procedure>
839
840</simplesect>
841
842</section>
843
844</chapter>