Quick Click

General

Quick Click Ordering is an Innovative product.  It is used to streamline the process of creating bibliographic and order records for order placed with vendors who support this functionality.  Supported vendors include Ingram, Quality Books, and Midwest Tapes.  Using Quick Click Ordering with a vendor requires that you have an account and user profile set up with that vendor.

Sierra Set-up

• Individual libraries need to be using the Acquisitions module.
• Vendor addresses need to be added to the Network Access Table (which has been done for Ingram, Quality Books, and Midwest Tapes).
• Feature to produce a review file of bibliographic records that are created during the Quick Click Ordering process should be enabled.
• Special load table (Click) is set up for Quick Click.  The load table uses the default bib and order (_bib, _order) templates; it is not specific to one library.
• The order records are set to “queue the PO” so they can be ordered.

Ingram Set-up

• Ingram will need to be contacted first to get the setup on their end done first.  Once that is complete, go to My Account/ipage Account Settings.
• Under the One-Click section, fill in all of the fields as shown below.
• When filled in, click on the test FTP Connection.  You should get a Test connection successful message.
• Next, go to the Acquisitions Vendor section and click on MARC setup.
• Make sure III Enhanced is selected and enter the ipage administrator’s password.
• If you need to add additional fields, fill in the tags and subfields required and click the Add button.
• The 960 fields contain information that will be used to fill in order record codes.  Click add/edit values to input codes; click save preferences when done.
• Make sure subfield k and l are filled in with your library’s rloc/bloc number.  This can be found in your order template or contact the MORE office for this information.
• Enter appropriate location field in subfield t.
• Enter appropriate funds in subfield u.
• Enter appropriate vendor code(s) in subfield v.  If you have more than one vendor code for Ingram. because you have different Ingram accounts, this code will need to be changed before an order is downloaded into Sierra.
• To create grid templates, go to Order/Grid ordering setup
• Add a template name, click add.
• Select which columns you wish to include in the template; when finished, click continue.
• Fill in the appropriate fields such as quantity, location and fund.  Click complete when finished.  Add more grids as desired.

Midwest Tapes Setup

• Much of the set-up work on Midwest Tapes site is done behind the scenes.  Contact Midwest Tapes and give them the “960” tag information and they will program it in for you.
  • They will need fund and item location codes, the Midwest Tapes vendor code, rloc and bloc for your library
• Login to Midwest Tapes with a login that has Admin privileges.
• Choose the Settings tab.
• Under Personal Settings, choose 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.
  • Under “Orderline Records”, choose the download immediately via browser button and check just one order or cart at a time.
  • Under “When sending information via FTP”, fill in the URL, port, directory (this will be specific to your library; contact the MORE office if you do not know it), username, and password.  Make sure the FTP mode is Active.  Check the box to include a timestamp in the file name.
  • Save the information.
  • Test the information to make sure it is set up correctly

• Under Library Settings, choose Vendor MARC configuration
  • Select which MARC fields you wish to import into Sierra
• Under Library Settings, choose Funds
  • Verify that the fund and location code pairing are correct for each fund

Ingram Download Process

• Create a new selection list in ipage. Go to Order/Selection lists, then Create New List.
• Enter the name, choose whether it is a public or private list and click the Create button.
• Add titles to the selection list.  You can either apply a grid to individual titles or add the grid to the entire list before ordering.
• When ready to order, go to the selection list.  Choose a grid template if it hasn’t been done yet and apply template.
• Click on the download button.
• Make sure the Custom MARC EAN format is selection; enter an order po and/or a file name if preferred.  Enter a file name consisting of vendor code and date (it’s easier to identify with all the libraries using QuickClick.  Click on the One-click button.
• You should get a message indicating that the file has been transferred correctly.  Wait a couple minutes and then check to see if the list has been created in Sierra.

Midwest Tapes Download Process

• Create a cart in Midwest Tapes
• Add items to the cart
• Go to View Carts and select your current cart
• Make sure you are in “Normal Cart” view
• Make sure the Vendor MARC box is checked at the top of the list of titles; this will check the box for all items in the cart
• Select fund information for the items in the cart
  • This can be done one by one if there are different funds contained in the cart
    • Click on the yellow button by each title and select the appropriate fund in the drop down list

• • One fund can also be selected to apply to the whole cart
    • Click on the Set Fund button near the bottom of the screen
    • Choose the correct fund from the drop down list and click on the Set button

• • Verify that all items have a fund assigned by checking the Fund Summary near the bottom of the screen

• If you made any changes on the screen, make sure you save your changes by clicking Update Cart
• Click on the Download Vendor (Brief) MARCs.