Basic EDI Setup Request

EDI Setup Request

Complete this form to set up EDI ordering with Ingram Library Services.
IMPORTANT NOTE:

If you are already an EDI trading partner with Ingram for any account, you do not need to complete this form. Instead, please email libraryedi@ingramcontent.com if you need to set up a new billing account (BA) with EDI invoicing or need help creating a new vendor or supplier record. Please note that your user ID and password will remain the same across all vendor and supplier records.
Library/Institution Name
Bill To or Ship To account Number Requesting EDI Setup
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Library Contact Information
Name

First NameLast Name
Email
Phone
Format: (000) 000-0000.
Job Title
Job Function
ILS System Vendor Contact Information
Name

First NameLast Name
Email
Phone
Format: (000) 000-0000.
Job Title
Job Function
ILS System Specifics
What is your ILS System?
What is your ILS system version?
Please provide your standard address numbers (SAN).
This is generally a 7-digit numeric code, starting with a 3 and can be found in your ILS System if you have this setup with another vendor. For help locating the SAN, please contact your ILS Vendor.
Do you require ASN?
Would you like to be set up with One-Click ordering to automatically download on-order records directly into your Sierra FTP server?
Will your library also be pursuing a shelf-ready setup to have Ingram supply spine labels, branch specific labels, marc records with copy holdings, and/or genre stickers?
Are you currently enrolled in any Standing Order programs, or plan to be?
On Order Records
ipage® On-Order Record: 
What is an “ipage® On-Order Record”?
A brief MARC record of items that the library has ordered; it is created and downloaded from Ingram’s ipage®

Why use On-Order Records?
This is optional, but many libraries load brief MARC records into their ILS System, so they do not have to build the order manually within their ILS System. 

How to get ipage® On-Order Records?
You can download selection lists from ipage to create order records in the your ILS System and this will allow you to send the orders via EDI.
When you load this file of records, it creates a brief bibliographic record in the catalog as well as creating an order record in Acquisitions. 
Does your library require On-Order records?
Do you intend to use these records as part of your EDI ordering workflow?
Invoice Preferences
Are you currently receiving summary invoicing from Ingram?
With what frequency are summary invoices generated?
How should cataloging and processing charges be invoiced?
Should be Empty:

EDI Setup Request

Library Contact Information

ILS System Vendor Contact Information

ILS System Specifics

On Order Records

Invoice Preferences