wiliug june 2015 julie woodruff indianhead federated library system eau claire, wi
TRANSCRIPT
WHAT YOU DIDN’T KNOW ABOUT QUICK
CLICK
WILIUGJune 2015
Julie WoodruffIndianhead Federated Library SystemEau Claire, WI
OUTLINE
Introduction Quick Click Sierra set-up Vendor set-up for Baker & Taylor,
Ingram, Midwest Tapes, Quality Books Download Process
Vendor siteSierra
INTRODUCTION Indianhead (IFLS) covers 10 counties and 53 public
libraries MORE is a consortium of 49 public libraries and is a
service of the Indianhead Federated Library System Innovative customer since 1999 On Sierra 2.0, SP1 (2.0.1_6) Database contains:
Bibliographic 652,500 Order 420,000 Item 1,641,000 Patron 240,000 52 accounting units, 24 libraries actively using
Acquisitions 2014 Circulation
4.5 million item checkout 275,000 e-content checkouts
QUICK CLICK Innovative product Streamlines the process of creating bibliographic and
order records for orders placed with vendors who support this function
Carts are created on the vendor site, grid information is added to the cart including item location, fund, and quantity, then the cart is downloaded into Sierra. Order records are created from information entered on the vendor site and are either attached to existing bibliographic records in your system or new bib records downloaded from the vendor site
Vendors include: Baker & Taylor Brodart Ingram Midwest Tapes Quality Books
Multiple accounting units adds a layer of complexity
SIERRA SET-UP Open ports in firewall for Quick Click ordering Add vendor’s IP address to Network Access table Enable production of a review file of bibliographic records
that are created during the ordering process (not the default option)
Special load table (CLICK) is set up. Uses the default bib and order templates; not specific to one
library Option is set to “queue the PO” for order records
SIERRA SET-UP, CONT. Load table screenshots showing order
record fixed fields
VENDOR SET-UP Need to have Edifact ordering and invoicing
in place Need to have access to vendor’s online
ordering site Contact vendor Most vendors do not charge for this service,
but B&T does Vendor will do some set-up behind the
scenes; this varies from vendor to vendor Login to vendor’s site and complete set-up Test download process
BAKER & TAYLOR Need to be using Title Source 360 (both
a paid and free version) One-time fee needs to be paid to B&T
for grid set-up List of form, fund, and item location
codes need to be sent to B&T to be entered or can be entered by library
Create a Quick Click profile (B&T calls it One Click)
Separate Quick Click profiles can be set up for each account number or for different formats
B&T, CONT. Go to Admin/MARC Profiles Create a profile called Quick Click Under General MARC Info, fill in fields
B&T, CONT. Under MARC Bibliographic Rules, add
rules for MARC tag 960
B&T, CONT. Go to MARC Grid Rules Add fields and subfield information
B&T, CONT. Go to Admin/Grid Codes Create Grid fields for Format, Fund
Codes, and Item Location Codes Character limits can be set Grid codes can be assigned to all users
of TS360 or can be set for each user
B&T, CONT. Enter the codes into the appropriate fields Once the codes have been entered, grid
templates can be created Go to Admin/Grid Templates Fill in the Template Name (brief name) and
Template Description Select the appropriate format, fund and
item location codes from the drop down menus
INGRAM Under the One-Click section, fill in fields
Test FTP connection
INGRAM, CONT. Go to the Acquisitions Vendor section and click on
MARC setup Select III Enhanced and enter the ipage administrator’s
password Enter the appropriate fields below and save
INGRAM, CONT Add location and fund codes Setup grid templates
Create an identifiable nameAdd location, quantity and fund informationSave
MIDWEST TAPES Midwest Tapes does much of the setup for you Contact them and give them the “960” tag information and they will
program it Choose Settings/Personal settings/Downloads
Under Vendor and MARC on the Spot Records, choose the send via FTP button and check just one order or cart at a time box
Under Orderline Records, choose the download immediately via browser button and check the just one order or cart at a time box
Fill in the FTP URL, port, directory, username and password
MIDWEST TAPES, CONT. Under Library Settings, choose Vendor
MARC configuration and select MARC fields you want to import into Sierra
Under Library Settings, choose FundsVerify the fund and location code pairings
are correct
QUALITY BOOKS, INC Under Settings/Library/Quick Click
ordering, enter configuration information
QBI, CONT. Under Settings/Library/Brief MARC
Configuration, enter order record field information
QBI, CONT. Under Settings/Library/Distribution
Codes, enter the Fund and Item Location Codes
QBI, CONT. Instead of creating grid templates ahead
of time, QBI has a form to fill in for each cart where the fund code and location code can be input
ORDERING PROCESS, VENDOR Login to vendor site Create a cart Apply template to cart
Item location, quantity, fund Download cart from vendor site
bibliographic and order data is transferred via FTP to your server
Server processes the data and creates bibliographic and order records
Archive cart so it doesn’t get re-ordered
ORDERING PROCESS, SIERRA In Sierra, go to Create Lists function and view
file Find an empty review file and copy the file (system
generated lists are at the bottom) Two lists are created
Inserted (new bibliographic records) Check bib records for correct format code Verify headings and check for correct form of author’s
name Check for duplicates
Overlaid (added order records to existing bib records) Check for correct fund and item location
Empty lists when done Go to Print/Send orders function and send file to
vendor (this allows electronic status reports and invoices to be created)
QUESTIONSTHANK YOU!
Julie [email protected]