[sitka/doc/acquisitions.git] / admin / admin-acqadditional.xml

<?xml version='1.0' encoding='UTF-8'?>\r
<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acqadditional">\r
   <info>\r
      <title>Acquisitions Module Additional Administrative Settings</title>\r
      <legalnotice>\r
         <para><emphasis role="bold">Adapted with permission from original material by the <link\r
                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"\r
                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen\r
                  Community</link></emphasis></para>\r
      </legalnotice>\r
      \r
     \r
\r
      <abstract>\r
         <para>This chapter covers additional administrative settings that libraries can choose to use including distribution formulas, line item alerts, and the \r
ability to make on-order records OPAC invisible.</para></abstract>\r
      \r
\r
   </info>\r
\r
\r
<section xml:id="distribution-formulas">\r
<title>Distribution Formulas</title>\r
<para>Distribution formulas are intented for use in multi-branch systems to specify the number of copies that should be distributed to specific branches.  The formulas\r
are also used for all libraries as line item templates with the batch updater on purchase orders. Formulas can be created and reused as needed.</para>\r
\r
<para><link linkend="create-distribution-formula">Create a Distribution Formula</link></para>\r
<para><link linkend="edit-distribution-formula">Edit a Distribution Formula</link></para>\r
<para><link linkend="clone-distribution-formula">Clone a Distribution Formula</link></para>\r
<para><link linkend="edit-distribution-name">Edit the Name of a Distribution Formula</link></para>\r
\r
<simplesect xml:id="create-distribution-formula">\r
<title>Create a Distribution Formula</title>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice><guimenu>Admin</guimenu>\r
<guisubmenu>Acquisitions</guisubmenu>\r
<guimenuitem>Distribution Formulas</guimenuitem></menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>New Formula</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Enter a <guilabel>Formula name</guilabel>. There is no limit to the number of characters that can be entered in this field.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-3.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Choose a <guilabel>Formula Owner</guilabel>.  The formula owner indicates the organizational units whose staff can use this formula.</para>\r
</step>\r
\r
<step>\r
<para>Ignore the <guilabel>Skip Count</guilabel> field. It has no purpose in 2.6.</para>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>Save</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-4.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>New Entry</guibutton>.</para>\r
<para>Each entry represents a copy.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-5.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Create your distribution formula/line item template  using a combination of the following fields:</para>\r
<itemizedlist>\r
<listitem>\r
<para>Owning Library</para>\r
</listitem>\r
<listitem>\r
<para>Copy Location</para>\r
</listitem>\r
<listitem>\r
<para>Fund</para>\r
</listitem>\r
<listitem>\r
<para>Circ Modifier</para>\r
</listitem>\r
<listitem>\r
<para>Collection Code</para>\r
</listitem>\r
</itemizedlist>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-6.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
\r
<step>\r
<para>In the <guilabel>Item Count</guilabel> field, enter the number of copies that should be added to the branch.</para>\r
<para>You can enter the number or use the arrows on \r
the right side of the field.</para>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>Apply Changes</guibutton>. The screen will reload.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-9.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>For multi-branch libraries, repeat steps 7 through 11 to add copies for as many branches as you require.</para>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>To view the changes to your formula, select <menuchoice>\r
                        <guimenu>Admin</guimenu>\r
                        <guisubmenu>Acquisitions</guisubmenu>\r
                        <guimenuitem>Distribution Formulas</guimenuitem>\r
                     </menuchoice>. The item count will reflect the entries to your distribution\r
                     formula.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-11.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
</simplesect>\r
\r
<simplesect xml:id="edit-distribution-formula">\r
<title>Edit a Distribution Formula</title>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice>\r
                        <guimenu>Admin</guimenu>\r
                        <guisubmenu>Acquisitions</guisubmenu>\r
                        <guimenuitem>Distribution Formulas</guimenuitem>\r
                     </menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click on the hyperlinked name of the formula you would like to edit.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/edit-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<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 \r
to delete. If you click and hold the three dots you are able to reorder your list.</para>\r
<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 \r
ordering 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 \r
copies.</para></tip>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/edit-distribution-formula-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step> \r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>Apply Changes</guibutton> after you have made your changes.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/edit-distribution-formula-3.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
</simplesect>\r
\r
<simplesect xml:id="clone-distribution-formula">\r
<title>Clone a Distribution Formula</title>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice>\r
                        <guimenu>Admin</guimenu>\r
                        <guisubmenu>Acquisitions</guisubmenu>\r
                        <guimenuitem>Distribution Formulas</guimenuitem>\r
                     </menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Check the box adjacent to the formula you wish to clone and click <guibutton>Clone Selected</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/clone-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Make the necessary changes to your cloned formula and click <guibutton>Apply Changes</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/clone-distribution-formula-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
</simplesect>\r
\r
<simplesect xml:id="edit-distribution-name">\r
<title>Edit the Name of a Distribution Formula</title>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice>\r
                        <guimenu>Admin</guimenu>\r
                        <guisubmenu>Acquisitions</guisubmenu>\r
                        <guimenuitem>Distribution Formulas</guimenuitem>\r
                     </menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Double-click on the line you would like to edit. A pop-up box will appear.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/name-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Change the name and click <guibutton>Save</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/name-distribution-formula-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
<para>OR</para>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice>\r
                        <guimenu>Admin</guimenu>\r
                        <guisubmenu>Acquisitions</guisubmenu>\r
                        <guimenuitem>Distribution Formulas</guimenuitem>\r
                     </menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click on the hyperlinked name of the formula you would like to edit.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/edit-distribution-formula-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>In the top left hand corner of the screen, click on the large hyperlinked name of your formula.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/name-distribution-formula-3.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>In the pop-up box that appears change the name and click <guibutton>OK</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of distribution formula</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/name-distribution-formula-4.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
</simplesect>\r
\r
\r
</section>\r
\r
<section xml:id="create-lineitem-alert">\r
<title>Create a Line Item Alert</title>\r
\r
<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 \r
and 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 \r
which 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>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice>\r
                     <guimenu>Admin</guimenu>\r
                     <guisubmenu>Acquisitions</guisubmenu>\r
                     <guimenuitem>Line Item Alerts</guimenuitem>\r
                  </menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of line item alert</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-litem-alert-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>New Line Item Alert Text</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of line item alert</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-litem-alert-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Create a code for your alert. There is no limit to the number of characters that can be entered in this field.</para>\r
<para><mediaobject>\r
<alt>screenshot of line item alert</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-litem-alert-3.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Create a description of your alert. There is no limit to the number of characters that can be entered in this field.</para>\r
</step>\r
\r
<step>\r
<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>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>Save</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of line item alert</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-litem-alert-4.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
</section>\r
\r
<section xml:id="onorder-OPAC-invisible">\r
<title>How to Make Your On-order Records OPAC Invisible</title>\r
\r
<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>\r
<para>It is possible to use a copy location to make your on-order records OPAC invisible.</para>\r
\r
<note><para>Both Local System Administration and Acquisitions Administration privileges are required for the following instructions.</para></note>\r
\r
<para>Begin by creating a new copy location:</para>\r
<procedure>\r
\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice><guimenu>Admin</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Copy Locations Editor</guimenuitem></menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Create a new copy location.</para>\r
\r
<itemizedlist>\r
<listitem>\r
<informalfigure>\r
<para>Make sure <guilabel>No</guilabel> is selected for <guilabel>OPAC Visible</guilabel>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</listitem>\r
<listitem>\r
<informalfigure>\r
<para>Select <guilabel>Holdable</guilabel> to be <guilabel>Yes</guilabel> or <guilabel>No</guilabel> depending on whether your library allows holds to placed on \r
on-order items.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-3.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</listitem>\r
</itemizedlist>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>Create a new copy location</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-4.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>OK</guibutton> to acknowledge that the update has succeeded.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-5.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
<para>Set your new copy location as your default:</para>\r
\r
<procedure>\r
<step>\r
<informalfigure>\r
<para>Select <menuchoice><guimenu>Admin</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Library Settings Editor</guimenuitem></menuchoice>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-6.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
\r
<step>\r
<informalfigure>\r
<para>Locate the setting <guilabel>Default copy location</guilabel> and click <guilabel>Edit</guilabel>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-7.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Ensure the context is set for your library.</para>\r
<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>\r
\r
<para>Choose your shelving location from the drop down menu.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-8.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>Update Setting</guibutton>.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-9.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Confirm that the setting has updated correctly.</para>\r
<para><mediaobject>\r
<alt>screenshot of invoicing</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/onorder-invisible-10.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<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.\r
Items will not show in the catalogue until they are received and their copy location is updated.</para>\r
<note><para>The default copy location is only used by the system if the shelving location field is left blank during the ordering process.  On order items will \r
not be OPAC invisible if an OPAC visible copy location is selected.</para></note>\r
</step>\r
\r
</procedure>\r
\r
</section>\r
\r
\r
<section xml:id="e-d-i">\r
      <title>Electronic Data Interchange (EDI)</title>\r
\r
  <para>Many libraries use Electronic Data Interchange (EDI) accounts to send purchase orders and receive invoices from providers electronically.  \r
In Evergreen users can setup EDI accounts and manage EDI messages in the admin module.  \r
EDI messages and notes can be viewed in the acquisitions module.</para>  \r
\r
<note><para>Currently EDI for Sitka Evergreen has been set up to be used with the following providers:</para>\r
<itemizedlist>\r
<listitem>\r
<para>United Library Services</para>\r
</listitem>\r
<listitem>\r
<para>Please contact Sitka Support to inquire about using EDI with other vendors.</para>\r
</listitem>\r
</itemizedlist>\r
</note>\r
\r
<para><link linkend="edi-san">Entering SANs (Standard Address Numbers</link></para>\r
<para><link linkend="edi-accounts">Create an EDI Account</link></para>\r
<para><link linkend="edi-messages">View EDI Messages</link></para>\r
\r
<simplesect xml:id="edi-san">\r
<title>Entering SANs (Standard Address Numbers)</title>\r
\r
<para>For EDI to work your library must have a SAN and each of your providers must supply you with their SAN.</para>\r
<para>A Standard Address Number (SAN) is a unique 7 digit number that identifies your library.  Please contact Sitka Support if your library does not already have a SAN.</para>\r
\r
<para><emphasis role="bold">Entering a Library's SAN</emphasis></para>\r
<para>These steps only need to be done once per library.</para>\r
\r
<procedure>\r
<step>\r
<para>In Evergreen select <menuchoice><guimenu>Admin</guimenu>\r
<guisubmenu>Server Administration</guisubmenu>\r
<guisubmenu>Organizational Units</guisubmenu></menuchoice>.</para> \r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Find your library from the tree on the left side of the page and click on it to open the settings.</para>\r
<para> Multi-branch library systems will see an entry for each branch but should select their system's top organization unit.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/enter-library-san-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para> Click on the <guilabel>Address</guilabel> tab.</para>\r
</step>\r
\r
<step>\r
<para> Click on the <guilabel>Mailing Address</guilabel> tab.</para>\r
</step>\r
\r
<step>\r
<para>Enter your library's SAN in the field labeled <guilabel>SAN</guilabel>.</para>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guilabel>Save</guilabel>.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/enter-library-san-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
<para><emphasis role="bold">Entering a Provider's SAN</emphasis></para>\r
<para>These steps need to be repeated for every provider with which EDI is used.</para>\r
\r
<procedure>\r
<step>\r
<para>In Evergreen select <menuchoice>\r
                     <guimenu>Admin</guimenu>\r
                     <guisubmenu>Acquisitions</guisubmenu>\r
                     <guimenuitem>Providers</guimenuitem>\r
                  </menuchoice>.</para> \r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click the hyperlinked name of the provider you would like to edit.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/enter-provider-san-1.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Enter your provider's SAN in the field labeled <guilabel>SAN</guilabel>.</para>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guilabel>Save</guilabel>.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/enter-provider-san-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
</procedure>\r
\r
</simplesect>\r
\r
<simplesect xml:id="edi-accounts">\r
<title>Create an EDI Account</title>\r
<para><link xlink:show="new" xlink:href="https://goo.gl/87HcSe">\r
        <emphasis role="bold">Sitka Acquisitions Video - EDI Accounts (5:24)</emphasis></link></para>\r
<caution><para>You <emphasis role="bold">must</emphasis> <link linkend="create-provider">create your provider</link> before you create an EDI account for the provider.</para></caution>\r
\r
<procedure>\r
<step>\r
<para> Contact your provider requesting the following information:</para>\r
<itemizedlist>\r
<listitem>\r
<para>Host</para>\r
</listitem>\r
<listitem>\r
<para>Username</para>\r
</listitem>\r
<listitem>\r
<para>Password</para>\r
</listitem>\r
<listitem>\r
<para>Path</para>\r
</listitem>\r
<listitem>\r
<para>Incoming Directory</para>\r
</listitem>\r
<listitem>\r
<para>Provider's SAN</para>\r
</listitem>\r
</itemizedlist>\r
</step>\r
\r
<step>\r
\r
<para>In Evergreen select <menuchoice>\r
                     <guimenu>Admin</guimenu>\r
                     <guisubmenu>Acquisitions</guisubmenu>\r
                     <guimenuitem>EDI Accounts</guimenuitem>\r
                  </menuchoice>.</para> \r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click <guibutton>New Account</guibutton>. A pop-up will appear.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-edi-accounts-2.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Fill in the following fields:</para>\r
<itemizedlist>\r
<listitem>\r
<para>In the <guilabel>Label</guilabel> field, enter a name for the EDI account.</para>\r
<note><para> The name should be entered as PROVIDERCODE_LIBRARYCODE.  This enables Sitka Support to easily identify the owning library of the EDI account when troubleshooting.</para></note>\r
</listitem>\r
<listitem>\r
<para>In the <guilabel>Host</guilabel> field, enter the requisite FTP or SCP information supplied by your provider.</para>\r
</listitem>\r
<listitem>\r
<para>In the <guilabel>Username</guilabel> field, enter the username supplied by your provider.</para>\r
</listitem>\r
<listitem>\r
<para>In the <guilabel>Password</guilabel> field, enter the password supplied by your provider.</para>\r
</listitem>\r
<listitem>\r
<para>Select your library as the <guilabel>Owner</guilabel> from the drop down menu. Multi-branch libraries should select their top level organizational\r
 unit.</para>\r
</listitem>\r
<listitem>\r
<para>In the <guilabel>Provider</guilabel> field, enter the code used in Evergreen for your provider.</para>\r
</listitem>\r
<listitem>\r
<para>In the <guilabel>Path</guilabel> field, enter the path supplied by your provider.</para>\r
</listitem>\r
<listitem>\r
<para>In the <guilabel>Incoming Directory</guilabel> field, enter the incoming directory supplied by your provider.</para>\r
</listitem>\r
</itemizedlist>\r
<informalfigure>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-edi-accounts-3.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Click <guibutton>Save</guibutton>.</para>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Click on the link in the <guilabel>Provider</guilabel> field.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-edi-accounts-4.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<informalfigure>\r
<para>Select the EDI account that has just been created from the <guilabel>EDI Default</guilabel> drop down menu.</para>\r
<para><mediaobject>\r
<alt>screenshot of EDI</alt>\r
\r
<imageobject>\r
<imagedata fileref="media/create-edi-accounts-5.png" scalefit="0"></imagedata>\r
</imageobject>\r
</mediaobject></para>\r
</informalfigure>\r
</step>\r
\r
<step>\r
<para>Click <guibutton>Save</guibutton>.</para>\r
</step>\r
\r
</procedure>\r
\r
</simplesect>\r
\r
<simplesect xml:id="edi-messages">\r
<title>View EDI Messages</title>\r
\r
<para>The EDI Messages screen displays all incoming and outgoing messages between the library and the provider.</para>\r
\r
<procedure>\r
<step>\r
<para>To view the EDI Messages screen, select <menuchoice>\r
                     <guimenu>Admin</guimenu>\r
                     <guisubmenu>Acquisitions</guisubmenu>\r
                     <guimenuitem>EDI Messages</guimenuitem>\r
                  </menuchoice>.</para>\r
</step>\r
\r
<step>\r
<para>The messages will display.  Use the column headers to sort.</para>\r
</step>\r
</procedure>\r
\r
</simplesect>\r
\r
</section>\r
\r
\r
    \r
</chapter>\r