[OPEN-ILS-DEV] ***SPAM*** Re: EDI

[Jonathan Field]

Hello Tim,

Don't know if this helps you at all (or if Ingram's support it?), but, 
we are developing the EDIfact QUOTE message for an Evergreen ccustomer 
right now. So, the work-flow goes like this:-

1) Library supplies the book vendor with details of library policies 
(that is, item types, locations, fund codes etc.)
2) Vendor loads these policies into their ordering system
3) Library orders books on Vendors web site and selects the appropriate 
fund code, item type etc. online.
4) Vendor produces an EDI QUOTE message and sticks it on their FTP server
5) Evergreen picks up QUOTE message with edi_fetcher.pl and loads the 
QUOTE in as a purchase order with associated bibliographic items.
6) Library review the PO next day (it gets added to the EDI messages 
btw) and should be able to just approve it and then ....
7) Evergreen sends it back on the next run of edi_pusher.pl as an ORDER 
message
8) Vendor delivers the goods!

I believe that in the US libraries tend to use 9XX ordering more than 
EDI QUOTE? In the UK, the QUOTE message is used by all libraries doing 
EDI and is well supported by book vendors.

The up side is that all of your ordering is done on the vendor web site 
and you should just be checking the order in the LMS (all your POs are 
done and funds allocated to copies etc.). The downside (and benefit of 
9XX) is that EDI QUOTE doesn't really support the MARC21 record part 
very well. As part of the message you get a very crude bibliographic 
record with the core information but nothing else. This means you really 
have a step 9) above which is "Library overlays the crude bib record 
with a high quality one from a known source". Often book sellers in the 
UK supply these alongside the EDI QUOTE message but it adds a bit of 
complication to the work-flow.

Anyhow, work is on-going right now on this and we hope to be testing 
with UK vendors over the next 2 months. All being well, we'll have some 
code to submit back after that.

We already have QUOTE supported (and work-flow) available in Koha and it 
is in live use in two places but there is still work to do on Evergreen.

Anyhow, don't know if this helps at all but QUOTE does support your 
description of "enriched" data (such as the fund codes) and support for 
multiple copies of an item.

Thanks
Jonathan

On 12/10/2011 20:54, Tim Spindler wrote:
> One of our member libraries asked the following questions/raised the
> following issues. Does anyone know the answer to the questions?  I don't
> really know the answer to some of her questions and concerns.
>
> 1)  We are unable to load a selection list with copies for multiple
> branches (possibly because Evergreen only has basic EDI). Can more data
> fields be added to the distribution lists (like fund, call number, circ
> modifier) to make them more like a template, or are we stuck with just
> branch, shelf location, and quantity?
> 2)  If we are not downloading a gridded selection list, how do we add
> 962 fields to the line items in our Purchase Order for ordering with an
> EDI Account?  Does Evergreen automatically generate a 962 field if the
> provider is linked to an EDI Account?
> 3)  Any idea when Evergreen will support enriched EDI so that data such
> as location, fund, and PO get transmitted to the vendor (and hopefully
> loaded from the vendor as well)?  The subfields are there, but only
> ISBN, title, publisher, and quantity get sent with basic EDI.
>
> One of the issues is that this is a library with 9 branches and when
> ordering from a vendor like Ingram, they don't seem to be able to import
> an order with items that are ordered fro 3 different branches.
>
> --
>
> Tim Spindler
>
> Manager of Library Applications
>
> tspindler at cwmars.org <mailto:tspindler at cwmars.org>
>
> 508-755-3323 x20
> IM: tjspindler (AOL, meebo, google wave)
>
> C/W MARS, Inc.
>
> 67 Millbrook St, Suite 201
>
> Worcester, MA 01606
> http://www.cwmars.org <http://www.cwmars.org/>
>
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>
>

-- 

Jonathan Field
Technical Director, PTFS Europe Limited
Content Management and Library Solutions
+44 (0) 845 557 5634 (phone)
+44 (0) 7919 372002 (mobile)
+44 (0) 800 756 6384 (fax)
jonathan.field at ptfs-europe.com
skype: jonathan.field2

http://www.ptfs-europe.com