REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1

RECEIVE ELECTRONIC X12 ORDERS2

RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

www.btol.com B&T’s website is Released

called Title Source
Yes
Baker & Taylor N 3 (TS3):
(supports 970 Yes Yes Yes Yes Yes Yes
o http://publiclibrar
order data)
y.btol.com

Yes http://bwibooks.com/ BWI’s website is Released

Book
(supports 970 N called TitleTales.
Wholesalers, Yes Yes Yes Yes Yes Yes
order data) o
Inc. (BWI)
http://www.books.brodart.com/ Brodart’s website Released
Yes is called Bibz2:
N
Brodart (supports 970 Yes Yes Yes Yes Yes No https://www.bibzi
o
order data) i.com/

http://www.ingrambook.com Ingram’s website Released

is called ipage:
Ingram Book Yes
N https://ipage.ingr
Company (supports 970 Yes Yes Yes Yes Yes Yes
o ambook.com
order data)

1
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

http://www.librarybound.com/ Eastern Canadian Pending

Vendor (Ontario).
Preliminary
testing complete.
Work with a live
Library Bound N
No Yes Yes No Yes No No library in a
o
production
environment is
still pending.
Last updated:
Nov/2009
http://www.micromarketing.org/ Successfully Released
Matt Wilson: tested EDI orders
No matt.wilson@micromarketing.org and invoices
MicroMarketin N
Yes No Email Yes No No w/MM as well as
g, LLC o
with MVLS/SALS
(J.Ferriss,
Aug/2009)
Midwest Yes To confirm To confirm Yes To confirm N No http://www.midwestls.com/ Work with Pending
Library Services o Midwest LS is
To confirm planned. Beta

2
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

tests have not yet

started.
Last updated:
Nov/2009
Yes Yes Yes Planned Yes Yes Y Planned http://www.midwesttapes.com/ho MWT is working Released
(supports 970 e me on X12 PO
order data) s Acknowledgemen
t. Discussions
have started with
Midwest Tape
MWT on two
fronts: X12 POAs
and TTG web
services.

Planned Yes No Email Yes Planned N No http://www.quality-books.com/ Quality is planning Released

Quality Books,
o to support deep
Inc.
linking.

Rainbow Books No Yes No Yes Yes No N No http://www.rainbowbooksinc.com Rainbow Released

(Integration, o outsources their
Inc.) EDI to a 3rd party

3
REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

vendor
(Integration, Inc.)
that processes
their EDI files.
Tested with
Henderson
(M.Mazzanti)
Last updated:
July/2009

4
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

No Yes Yes Email No No No http://www.sbbo Eastern Canadian

oks.com/ Vendor (Ontario).
Only EDI orders
are currently
supported. The
vendor may
support shelf
S&B Books ready MARC
records, but no
links (for de-
dupping) in the
Polaris database
are yet
supported.

United Library Planned Yes No Yes Yes No Yes http://www.uls.c Western

Services (ULS) om/ Canadian Vendor
(Alberta).
Fully supports
EDI orders &
invoices, also

5
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

TTG.

Whitehots, Inc. No Yes Yes No No No No http://www.whit Eastern Canadian

ehots.com/ Vendor (Ontario).
Only EDI orders
are supported.
The vendor may
support shelf
ready MARC
records, but no
links (for de-
dupping) in the
Polaris database
are yet
supported.
I still need to
investigate
Enriched EDI
ordering, but for
now, this vendor
has been
6
REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

“released”. Last
updated: Nov
4/2009

7
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

Last updated: 11/4/2009

Notes:
1
Real-Time Acquisitions Batch Import of MARC Records From Vendor: The customer creates “carts” in the vendor's database, similar to other online retail Web sites. Order data for each title, such as location,
quantity, collection, fund, etc., may be included in 970 fields in the bibliographic record. When the carts are ready, they can be downloaded from the supplier into the local Polaris database using the
Acquisitions Bib import profile. The bibliographic records are saved to record sets and then purchase orders and selection lists can be created using the "Bulk Add to PO/SL" function. The purchase orders can
be sent to the supplier via EDI.
2
Receive Electronic Orders: Vendors may receive electronic orders, but are currently unable (or don’t have the IT resources to return confirmations and invoices. As of Aug 2009, Rainbow Books and Recorded
Books use third-party EDI vendors to process their electronic transmissions.
3
Receive Enriched EDI Ordering: Certain libraries have cataloging, physical processing, and other services performed by the book supplier. An enriched EDI order has everything of a standard EDI order, but also
contains branch-specific data, such as bib ID #, location, collection, etc. This allows certain vendors to return EDI files, and full MARC records with embedded item data including smart barcodes, etc. The
physical materials are shipped to the library “shelf- ready.” The library receives electronic files of MARC data in addition to the electronic invoices. The MARC files are then uploaded into the local Polaris
database using the Enriched EDI import profile. This profile contains duplicate bib match criteria, normally 035  001, as well as on-order item record update (e.g. 949$e).
4
Receive Electronic Acknowledgements: Vendors may return a PO confirmation via email, instead of an X12 POA. See also Produce Electronic Invoices (note 5 below). Electronic confirmations are retrieved from
Polaris using the printed Electronic PO Acknowledgement Report.
5
Produce Electronic Invoices: A Polaris SQL job, the EDIAgent, runs on a regular schedule. The job accesses the library’s outgoing directory on the vendors’ ftp sites. It picks up both electronic confirmations and
invoices and copies the files back to the library’s Polaris database. The EDI invoice is automatically generated in the user interface. It builds the Open invoice(s), and links the invoice lines to their corresponding
PO lines. The EDIAgent also produces a log of the transaction. The log is sent by e-mail to the acquisitions staff responsible for the EDI processes.

8
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

6
Search Local PAC Database from Vendor Database: While searching a vendor’s database, a customer may want to consult their library's holdings before purchasing a title. An ISBN search of the library's local
PAC database is initiated from within the vendor's database. . Midwest Tape supports searching by ISBN, OCLC # and UPC.
7
Support z39.50 Searching. This procedure copies Bibliographic Records into the local database from another (target) database. In Polaris, it is possible to set a vendor's database as a Z39.50 target. This
facilitates the searching of a vendor's database by a library staff member who can then “copy-catalogthe record by saving it in the local Polaris database. Currently only Midwest Tape supports this feature.
8
Titles-to-go (TTG): The user types an ISBN and presses Enter within a Polaris purchase order. This launches an ISBN search in the local bibliographic database. If the title is not found locally, the system
automatically (and transparently) conducts a second search, using web services across the Internet of the supplier's database. If the vendor holds the title, the vendor’s system returns bibliographic data (title,
author, publisher, etc.), including price, binding format, and currently availability.
9
Pending or Released: Work still Pending, meaning we have not yet completed a live ordering cycle with the first library. Vendor is Released, meaning they’ve gone through internal testing, and have completed
the cycle with at least one library.

Other Vendors: Following are vendors I have had discussions with over the past years. Most of these vendors have opted not to continue discussions, given their small size, lack of IT support, or the work
required to integrate with an ILS. So as yet one we are not working together:
 Amazon
 American Library Sales
 Books in Print (BIP/Pubnet)

9
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

 Books on Tape
 Bound to Stay Bound (BTSB)
 Bowker/Syndetics
 Children’s Library Services
 CoxTrax
 DV & A (Distribution Audio & Video)
 Ebsco
 Emery Pratt
 Follett
 Franklin Book Co., Inc.
 Gumdrop (MitiNet
 Library Services Center
 Login Brothers
 Nothing But Software

10
 REAL-TIME ACQUISITIONS BATCH IMPORT OF MARC RECORDS FROM VENDOR1
RECEIVE ELECTRONIC X12 ORDERS2
RECEIVE ENRICHED ELECTRONIC X12 ORDERS3
PRODUCE ELECTRONIC X12 PO CONFIRMATIONS4
PRODUCE ELECTRONIC X12INVOICES5
SEARCH LOCAL PAC DATABASE FROM VENDOR DATABASE6
SUPPORT Z39.50 SEARCHING7
TITLES-TO-GO (TTG)8

URLS & CONTACT INFORMATION

COMMENTS

PENDING OR RELEASED9

 Partners
 Penworthy Book Company
 Playaway
 Random House
 The Book House
 W.T.Cox
 Yankee Book Peddler

11