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

[Tim Spindler]

Thanks Jonathan, I think we have libraries who would take advantage of this
if it were available.  Obviously, it depends on the vendor supporting this
functionality.

Tim

On Fri, Oct 14, 2011 at 7:02 AM, Jonathan Field <
jonathan.field at ptfs-europe.com> wrote:

> 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/>
>>
>> *P**   Go Green - **Save a tree! Please don't print this e-mail unless
>> it's really necessary.*
>>
>>
>>
> --
>
> 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
>



-- 
Tim Spindler
tjspindler at gmail.com

*P**   Go Green - **Save a tree! Please don't print this e-mail unless it's
really necessary.*
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