Electronic Data Interchange (EDI)

Standard Address Number (SAN)

Electronic Data Interchange (EDI) accounts are used to electronically send purchase orders and receive invoices from providers.

Note

Currently EDI for Sitka Evergreen has been set up to be used with the following providers: * CVS * United Library Services ULS * Whitehots

Standard Address Number (SAN)

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.

For EDI to work your library must have a SAN and each of your providers must supply you with their SAN.

Library SAN

Your Library SAN is stored in your Org Unit settings.

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.

Enter a Library’s SAN

  1. In Evergreen select AdministrationServer AdministrationOrganizational Units.
  2. Find your library from the tree on the left side of the page and click on it to open the settings.
  3. Multi-branch library systems will see an entry for each branch but should select their system’s top organization unit.
  4. Click on the Address tab.
  5. Click on the Mailing Address tab.
  6. Enter your library’s SAN in the field labeled SAN.
  7. Click Save.

Note

These steps only need to be done once per library.

Provider SAN

Enter a Provider’s SAN

  1. In Evergreen select AdministrationAcquisitions AdministrationProviders.
  2. Click the hyperlinked name of the provider you would like to edit.
  3. Enter your provider’s SAN in the field labeled SAN.
  4. Click Save.

Note

These steps need to be repeated for every provider with which EDI is used.

Create an EDI Account

Tip

You must create your provider before you create an EDI account for the provider.

Contact your provider requesting the following information:

  • Host
  • Username
  • Password
  • Path
  • Incoming Directory
  • Provider’s SAN

Click *AdministrationAcquisitions AdministrationEDI Accounts.

  1. Click New Account. A pop-up will appear.
  2. In the Label field, enter a name for the EDI account.

    1. The name should be entered as PROVIDERCODE_LIBRARYCODE. This enables Sitka Support to easily identify the owning library of the EDI account when troubleshooting.
  3. In the Host field, enter the requisite FTP or SCP information supplied by your provider.
  4. In the Username field, enter the username supplied by your provider.
  5. In the Password field, enter the password supplied by your provider.
  6. Select your library as the Owner from the drop down menu. Multi-branch libraries should select their top level organizational unit.
  7. In the Provider field, enter the code used in Evergreen for your provider.
  8. In the Path field, enter the path supplied by your provider.
  9. In the Incoming Directory field, enter the incoming directory supplied by your provider.
  10. Click Save.
  11. Click on the link in the Provider field.
  12. Select the EDI account that has just been created from the EDI Default drop down menu.

View EDI Messages

The EDI Messages screen displays all incoming and outgoing messages between the library and the provider.

View EDI Messages

  1. Click Administration*istration* → Acquisitions Administration* Administration*istrationEDI Messages
  2. The messages will display. Use the column headers to sort.

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