Electronic ordering on III

1
Electronic ordering on III

• A discussion
• MN IUG May 29, 2003
• Louise Merriam
• Minneapolis Public Library
• 612-630-6461
• lmerriam_at_mplib.org

2
Electronic Ordering Means Several Things

• BISAC email ordering
• Ordering via a vendor web site
• EDIFACT/FTP ordering
• Other?

3
Innovative Provides Help

• User manual
• Pages 102773-102777 and 102816-102825 in Innopac
  User Manual
• Help desk
• Csdirect.iii.comweb
• helpdesk_at_iii.com-email
• 1-800-878-6600-phone
• Listserv
• innopac_at_innopacusers.org

4
BISAC Ordering Setup

• Setup for both character-based and Mil Acq is the
  same
• Uses Vendor Maintenance and Vendor SAN records
• Requires vendor input
• Requires III to establish confirmation address

5
Example of Vendor SAN Record

• O gt ORDERING and receiving subsystem
• A gt ADDITIONAL ordering and receiving functions
• V gt VENDOR file maintenance
• V gt VENDOR SAN records
• VENDOR SAN FILE
• VEND CODE VEND SAN LIB NAME
  LIB SAN
• 01 gt 0bt 1692100 Minneapolis P
  3474755
• 02 gt 1bt 1692100 Minneapolis P
  3474755
• 03 gt 2bt 1692100 Minneapolis P
  3474755
• 04 gt 3bt 1692100 Minneapolis P
  3474755
• 05 gt 4bt 1692100 Minneapolis P
  3474755
• 06 gt 5bt 1692100 Minneapolis P
  3474755
• 07 gt 6bt 1692100 Minneapolis P
  3474755
• 08 gt abc 1697145 Minneapolis P
  3474755

6
Example of Vendor Maintenance Screen

• O gt ORDERING and receiving subsystem
• A gt ADDITIONAL ordering and receiving functions
• V gt VENDOR file maintenance
• M gt MAINTAIN vendor records
• G gt GET Record
• 01 gt VENDOR CODE 3bt
• 02 gt VENDOR NAME Baker Taylor-Act
  L039496
• 04 gt ADDRESS 1 Baker Taylor-Act
  L039496
• Trust Fund Account
• 251 Mt Olive Church Rd
• Commerce GA 30599-1100
• 06 gt CLAIM CYCLE b
• 07 gt CODE 1 -
• 08 gt CODE 2 -
• 09 gt CODE 3 e
• 14 gt NOTE 1 Account L039496 Trust
  Fund Pool
• 15 gt NOTE 2 0064169210010290004
• 16 gt NOTE 3 EMAILiiiorders_at_btent.com0
  0160004

7
Some vendors will read BISAC records without setup

• 400000711585626 Y11585626number
  isbn53111952100005 003300
• System order 410000811585626 Super bowl
• 420000911585626 Stewart,
  Mark Franklin Watts, 200
• 430001011585626 zntru-multi

8
Example of email vendor not setup to receive BISAC

• 1 gt VENDOR CODE avcaf
• 02 gt VENDOR NAME AV Cafe
• 03 gt ACCOUNT
• 04 gt ADDRESS 1 AV Cafe
• 3943 So. 48th Street
• Lincoln NE 68506
• 06 gt CLAIM CYCLE -
• 07 gt CODE 1 -
• 08 gt CODE 2 -
• 09 gt CODE 3 e
• 16 gt NOTE 3 EMAILjeanne_at_theavcafe.com
• 17 gt TOTAL ORDERS 6
• 30 gt DISCOUNT 0TE

9
Sending BISAC orders

• Character Based
• O gt ORDERING and receiving subsystem
• A gt ADDITIONAL ordering and receiving functions
• S gt SEND orders electronically
• Options
• L gt Limit purchase orders transmitted by
  LOCATION
• V gt Limit purchase orders transmitted by VENDOR
• T gt TRANSMIT purchase orders
• Q gt QUIT
• There are 6 bisac records with 20 orders to be
  sent
• T gt TRANSMIT 6 bisac records with 20 orders
• Q gt QUIT
• Choose one (T,Q)
• 0000911585602 Stewart, Mark,
  1960- F. Watts, c2002.
• 430001011585602 zntru-multi
• 400001111585614 Y11585614 053111951300002
  003300
• 410001211585614 The final Four / Mark
  Stewart researched and edited by
• 420001311585614 Mike KeStewart,
  Mark, 1960- Franklin Watts, c20

10
Sending BISAC Orders

• Mil Acquisitions
• Click on Send icon on left of screen
• Click on Print/Send Orders icon on left of
  screen
• Drop-down box allows to either print orders or
  send them electronically
• Can select individual orders to send or print
• Can limit by vendor
• Respond yes to question about deleting orders
  already sent (or theyll get sent the next time)

11
Email confirmation address for BISAC orders

• Set up by III
• Can be changed when someone goes on vacation
• Some vendors will send their own independently
• To view your setup
• A gt ADDITIONAL system functions
• A gt ALTER system parameters
• S gt SYSTEM codes
• O gt Set system OPTIONS
• A gt Acquisitions options
• Example of setup
• 18 gt Claim E-mail information..................iii
  claimIII Electronic Claims
• 19 gt Order E-mail information.......iiiordjgriffi
  th_at_mplib.orgInnopac Orders
• 20 gt Initialize scope to funds....................
  ..........................NO
• 21 gt Initialize scope to locations................
  ..........................NO
• 22 gt Pending Tag..................................
  .................CALL Innov.
• 23 gt Selector Tag.................................
  ...........................s

12
Questions about BISAC ordering?

• Potential problems
• Dependent on vendor technological setup
• Need to really review confirmations
• Benefits
• Fast
• No paper POs
• Other???

13
Contact with questions

• Louise Merriam
• Minneapolis Public Library
• 612-630-6461
• lmerriam_at_mplib.org