Skip to main content
OCLC Support

Configure EDIFACT messages for ProQuest

  1. Last updated
  2. Save as PDF
Discover how to configure EDIFACT ordering and claiming from ProQuest.

Introduction

This page documents how to configure EDIFACT messages for ordering and making claims with ProQuest. EDIFACT messages are sometimes required by vendors to support other forms of EDIFACT transactions including importing invoices, order response files, claims and cancellations. For instructions on how to import invoice and order response data for all vendors, including ProQuest, see Import invoice data from EDIFACT file and Import EDIFACT order response data.

Set up EDIFACT messages

Notes about ProQuest EDI claim service

  • ProQuest provides implementation for new customers that includes details about their ProQuest FTP account such as:
    • FTP address, username and password.
    • Library Identifier (SAN or GLN).
  • You can can check the SAN Agency to look up an existing registered GLN/SAN for your library, or purchase a SAN.
  • ProQuest will test FTP transfer/EDI details with new customers before starting official ordering.

Configure ProQuest vendor record

  1. In WorldShare Acquisitions, in the left navigation, click Vendors.
  2. Search for and select the ProQuest vendor record.
  3. In the vendor record, click the Links & Logins accordion.
    1. Click Add New Link.
    2. Complete the following fields for the secure FTP link.
      • Link Name - Enter a descriptive name for the link (e.g., FTP account for ProQuest claims).
      • URL - Enter the URL of your vendor's FTP site. The URL must start with sftp:// or ftps://.
      • Type - Select SFTP or FTPS from the drop-down list.
      • User ID - Enter the username provided by ProQuest for the secure FTP account.
      • Password - Enter the password provided by ProQuest for the secure FTP account.
      • Directory - Enter the directory or folder where EDIFACT messages should go.
        • Top-level folders do not require a beginning slash (e.g. claims not /claims).
        • Sub-folders require a slash (e.g., incoming/claim).
    3. Click Save in the upper right corner.
  4. In the vendor record, click the Acquisitions Settings accordion.
    1. In the Specific Notification Settings fields, set the following:
      1. In the Action list, select the type of EDIFACT messages you would like to set up with ProQuest.
        • Ordering
        • Claiming order item(s)
      2. In the Delivery Method list, select FTP (EDIFACT).
      3. In the FTP Profile list, select the profile you created in step 1.
    2. In the Edifact Notification Settings fields, use the lists to select the type of identifiers provided to you by ProQuest:
      1. Configure UNB Vendor Identifier
        Identifier Type to select in drop-down Identifier to enter in Institution Registry or EDIFACT settings

        Vendor-supplied identifier

        For customers in North America: 5013546048686

        For customers in the UK: 1695401
      2. Configure UNB Library Identifier
        Identifier Type to select in drop down Identifier to enter in Institution Registry or EDIFACT settings

        A SAN or GLN is preferred, if your library has one.

        Add SAN or GLN to OCLC Service Configuration.
        If you do not have a SAN or GLN, contact ProQuest to be provided an identifier and select Vendor-supplied identifier from the drop down. Enter vendor-supplied identifier in text box next to Vendor-supplied identifier drop-down in EDIFACT notification settings.
      3. Configure NAD Vendor Identifier
        Identifier Type to select in drop-down Identifier to enter in Institution Registry or EDIFACT settings
        Vendor-supplied identifier

        For customers in North America: 5013546048686

        For customers in the UK: 1695401
      4. Configure NAD Library Identifier
        Identifier Type to select in drop-down Identifier to enter in Institution Registry or EDIFACT settings

        A SAN or GLN is preferred, if your library has one.

        		 Add SAN or GLN to OCLC Service Configuration.
        If you do not have a SAN or GLN, contact ProQuest to be provided an identifier and select Vendor-supplied identifier from the drop down. Enter vendor-supplied identifier in text box next to Vendor-supplied identifier drop-down in EDIFACT notification settings.
  5. Click Save.

Add library identifiers to OCLC Service Configuration 

If your UNB Library Identifier or NAD Library Identifier is a SAN or GLN you must configure your library identification in OCLC Service Configuration.

  1. Sign in to Service Configuration.
  2. On the left navigation, click WorldCat Registry > Identifiers.
  3. Select your Identifier Type from the list.
  4. Enter your Identifier in the text field.
  5. Click Add.
  6. Click Save.
  7. You can begin using the EDIFACT email method.