9XX Ordering - Whitepaper

Questions?

Questions? Contact Nancy Ponce at nponce@midwesttapes.com or call 1-866-698-2231.

Midwest Tape works with all major Integrated Library Systems (ILS), such as Polaris, Sierra, Symphony, CARL.X, Koha, Evergreen, and more to streamline the creation of order records by adding 9XX tags to Midwest Tape downloadable vendor records. There is no charge for the programming of these tags or the downloading of vendor records.

9XX ordering saves you and your library time.

We can populate your vendor records to show such information as specified funds, locations, and collection codes. You won't have to enter any of this information manually.

Using vendor records for the items in your carts eliminates hand-creating orders in your system.

Using information you provide, we will program the additional order record tags attached to your downloaded vendor records. These order record tags vary by ILS, but the tag itself is usually found in the 900s. This 9XX tag will carry whatever fund (budget), location, collection code, pricing information, and note fields you need.

We can also program any needed static data into other such user-defined tags as 092, 099, and 590. For example, if you need a tag to always read "DVD on Order" for all DVD titles, we can set that up for you.

Our robust vendor records are always free.

You can download vendor records as often as needed and modify them to include or exclude individual tags. Once you have downloaded the order into your system, you can continue to order via the web, or we can set up electronic (EDIFACT/X12) ordering for you to place your orders with us via FTP (Internet File Transfer Protocol). Electronic invoicing is also an option when ordering via FTP. (Please see the whitepaper entitled "Electronic Ordering & Invoicing with EDI" for more information.)

To set up your added 9XX or user-defined tags, or for questions, please contact Nancy Ponce at nponce@midwesttapes.com or call 1-866-698-2231. Once you provide us with your ILS information, we generally have your programming completed and ready for testing within one to two weeks.

To learn more information specific to your ILS, please select from the links below.

Sierra/Millennium
Koha
Symphony
Polaris
Other ILS Systems

Sierra/Millennium

We can set up your Midwest Tape website account to ensure your downloaded vendor records will reflect your Sierra ILS specifications e.g. fund and location information. Upon downloading your vendor records can be imported into your system to create an order, this order can then be sent to us via FTP or order on the web via our standard website ordering system. The process is customizable to the needs of your system, and the setup, programming, and use of the service is completely free of charge.

We will need to know the following information to get you started:

  1. Your preferred tag to carry the information; for Sierra, it is usually a 960 tag
  2. Your media codes for the material formats you are ordering e.g. DVD, Blu-ray, CD, Audiobook. This is generally a one-letter code.
  3. Your vendor ID for Midwest Tape - the code you assigned when you set us up as a vendor, usually 5 characters in length

The standard setup for Sierra/Millennium customers is as follows:

Subfields:

These fields are customizable, so if there is something you do not need or you would like changed, just let us know. Also, we will need a list of your locations and funds as well as how they are associated. If you have purchased the One-Click importing system from Innovative, we can assist you in setting that up as well.

Koha

We can set up your Midwest Tape website account to ensure your downloaded vendor records will reflect your Koha ILS specifications e.g. budget code and branch information. Upon downloading your vendor records can be imported into your system to create an order, this order can then be sent to us via FTP or order on the web via our standard website ordering system. The process is customizable to the needs of your system, and the setup, programming, and use of the service is completely free of charge.

We will need to know the following information to get you started:

  1. Your preferred tag to carry the information; for Koha, it is usually a 975 tag
  2. The values you need this tag to contain as well as the subfields your system expects to carry them

The standard setup for Koha customers is as follows:

Subfields:

These fields are customizable, so if there is something you do not need or you would like changed, just let us know. Also, we will need a list of your locations and funds as well as how they are associated.

Symphony

We can set up your Midwest Tape website account to ensure your downloaded vendor records will reflect your Symphony ILS specifications e.g. fund and holding code information. Upon downloading your vendor records can be imported into your system to create an order, this order can then be sent to us via FTP or order on the web via our standard website ordering system. The process is customizable to the needs of your system, and the setup, programming, and use of the service is completely free of charge.

We will need to know the following information to get you started:

  1. Your preferred tag to carry the information; for Symphony, it is usually a 947 tag
  2. The values you need this tag to contain as well as the subfields your system expects to carry them

The standard setup for Symphony customers is as follows:

Subfields:

These fields are customizable, so if there is something you do not need or you would like changed, just let us know. To get started, we will need a list of your fund and holding codes.

Polaris

We can set up your Midwest Tape website account to ensure your downloaded vendor records will reflect your Polaris ILS specifications e.g. fund and location information. Upon downloading your vendor records can be imported into your system to create an order, this order can then be sent to us via FTP or order on the web via our standard website ordering system. The process is customizable to the needs of your system, and the setup, programming, and use of the service is completely free of charge.

We will need to know the following information to get you started:

  1. Your preferred tag to carry the information; for Polaris, it is usually a 970 tag
  2. The values you need this tag to contain as well as the subfields your system expects to carry them

The standard setup for Polaris customers is as follows:

Subfields:

The 970 structure for Polaris is static and required. To get started, we will need a list of your location, fund and collection codes, as well as how they are associated.

Other ILS Systems

We also work with libraries using Integrated Library Systems other than the four listed above. Please contact us if you use a different ILS, and we'll work with you to determine which tags supply your order record information and what subfields are required. We'll make every effort to ensure an effective transition to 9XX ordering.

To set up your added 9XX or user-defined tags, or for questions, please contact Nancy Ponce at nponce@midwesttapes.com or 1-866-698-2231. Once you provide us with your ILS information, we generally have your programming.