Providers are the vendors from whom you order titles.
. To add a provider record, select *Administration -> Acquisitions Administration ->
- Providers*.
+ Providers*. Alternatively, you can access this from *Acquisitions -> Provider Search*.
. Enter information about the provider. At a minimum, you need to add a
*Provider Name*, *Code*, *Owner*, and *Currency*. You also need to select the
*Active* checkbox to use the provider.
the item data contained in the order record.
. Retrieve the record for the provider that has supplied the order records by
- selecting *Administration -> Acquisitions Administration -> Providers*. Click on
- the hyperlinked Provider name.
-. In the top frame, add the MARC tag that contains your holdings data in the
- *Holdings Tag* field (this tag can also be entered at the time you create the
- provider record.)
-. To map the tag's subfields to the appropriate copy data, click the *Holding
- Subfield* tab. Click the *New Holding Subfield* button and select the copy
- data that you are mapping. Add the subfield that contains that data and click
- *Save*.
-+
-image::media/order_record_loading.png[]
-+
+ selecting *Administration -> Acquisitions Administration -> Providers*. Alternatively, you can access this from *Acquisitions -> Provider Search*.
+. Double-click the Provider name in the results grid to retrieve the Provider.
+. Select the *Holdings Definitions* tab.
+. Add the MARC tag that contains your holdings data in the
+ *Holdings Tag* field.
+. To map the tag's subfields to the appropriate copy data, select the *New Holding
+ Subfield* button. Add the appropriate subfield and name, and select *Save*.
. If your vendor is sending other data in a MARC tag that needs to be mapped to
-a field in acquisitions, you can do so by clicking the Attribute Definitions
+a field in acquisitions, you can do so by selecting the *Attribute Definitions*
tab. As an example, if you need to import the PO Name, you could set up an
attribute definition by adding an XPath similar to:
+
command line system administration manual.
Configure your provider's EDI information by selecting *Administration ->
-Acquisitions Administration -> EDI Accounts*. Click *New Account* Button. Give the
+Acquisitions Administration -> EDI Accounts*. Alternatively, you can add a new EDI Account from the *EDI* tab in the Provider Details interface. Click *New EDI Account* Button. Give the
account a name in the *Label* box.
. *Host* is the vendor-assigned FTP/SFTP/SSH hostname.
You now need to add this *EDI Account* and the *SAN* code to the provider's record.
-. Select *Administration -> Acquisitions Administration -> Providers*.
-. Click the hyperlinked Provider name.
+. Select *Administration -> Acquisitions Administration -> Providers*. Alternatively, you can access this from *Acquisitions -> Provider Search*.
+. Double-click the Provider name in the results grid to retrieve the Provider.
. Select the account you just created in the *EDI Default* field.
. Add the vendor-provided SAN code to the *SAN* field.
+. Select *Save* to save your changes.
The last step is to add your library's SAN code to Evergreen.
projects / evergreen / tadl.git / commitdiff
