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OCLC Support

Edit a vendor

Search for a vendor

  1. On the left navigation, click Vendors.
  2. From the list, select the index to search. You can search by:
    • Keyword: Words in any of the indexes
    • Vendor Name: Words in the vendor name
    • Location: Words in the vendor's address
    • Contact Name: Words in the contact name
  3. Type the search term in the text box. Tips:
    • Start or end searches with an asterisk (*) to increase your results. For example:
      • *rown retrieves both brown and crown
      • cop* retrieves both copy and copies
      • (*) Searching with only an asterisk (*) retrieves all possible results
  4. Click Search or press <Enter>.
    • Previous searches appear below the Search button. Click a search to return to it
    • If the search results extend to two or more screens, use the navigation links (top and bottom of list) to move between screens. Screen headers and footers show your position within the list. For example: Results 11-20 of 56
  5. On the Search results screen, click the name of the vendor to open the vendor record.
Filter results by In Use or Not in Use

Use the drop-down list in the upper right corner of the screen to filter results by In Use or Not in Use. These statuses have the following meanings:

  • In Use (  ): You can initiate transactions with vendor
  • Not in Use (  ): You cannot initiate transactions with vendor. The vendor will not appear as an option anywhere in the system

Filter by in use

Columns in search results

Search results are sorted alphabetically by vendor name. To change the sort order, click on Vendor Name.

Some columns need explanation:

  • My Library Partner:
    • Checked box: the vendor is in use
    • Unchecked box: the vendor is not in use
  • Private/Public: Icons indicate whether vendor information is shared or not
    • Public/Published (  ): A globe indicates that vendor information that is available to any library (as a result of it being published by a library). Note: In the General and Identifiers categories, if a library overwrites a field, the field is no longer shared, but the Globe icon remains unchanged
    • Private/Not published (  ): A house indicates that vendor information that is private and available only to your library (not published)
    • Some public and private (  ): Both a globe and a house indicate that within Addresses and Contacts, some information is public and some is private

Edit the vendor fields

 Note: Asterisks (*) indicated required fields.


If you have published this vendor (shared it globally), any edits to General information affect all libraries using this vendor. 

Field Description
Country The country of the vendor.
Vendor name* The name of the vendor.
Roles The role the vendor plays for libraries. Click Show Options to select a role.
Language The language spoken by the vendor.
Relationships Use to indicate relationships between different companies, units within a company, or other corporate relationships (distributor, etc.).
Links & Logins

List URLs to vendor services/products, along with User IDs and passwords, if needed. 

Some fields need explanation:

Field Description
Active (check box) (only editable after saving)

Checked: Contact is relevant to library

Unchecked: Use to indicate contact is no longer relevant

Field Description
Active (check box)

Checked: Contact is relevant to library

Unchecked: Use to indicate contact is no longer relevant

Address role Use to indicate the kind of address. Click Show Options to select a role.
Field Description
Active (check box)

Checked: Contact is relevant to library

Unchecked: Use to indicate contact is no longer relevant

Allocated address An address allocated to a contact.
Short name Name preferred by contact.
Partner Exchange Services (upload files)

For information on uploading files, see Import.


List vendor's tax numbers, main URL, previous or alternate names, as well as other additional identifiers.

Local identifiers

These identifiers are unique to your library.

Local Identifier Description
Match Codes Used when a code is needed to identify (match) vendors in other systems, such as PeopleSoft. Using the same match code for the same vendor in both WMS and other systems facilitates sharing vendor information between systems.
Vendor number* An ID number assigned by your instance of WMS, in the same way order numbers are assigned.
Customer/Account Numbers

Numbers used to indicate how orders are handled (monograph, serials, rush handling, children's materials, etc.)

Acquisitions Settings

Some settings need explanation:

Acquisitions Setting Description
Currency The currency of the vendor.
Default Contact The default contact of the vendor.
Default Delivery Method The default delivery method of the vendor.


Notification Setting Description
Action The actions you want to be notified about.
Contact The vendor staff person who provides the notification.
Delivery Method The method the vendor staff person uses to notify you.


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