This is because many stores use ZZZ as a default/unassigned category code, so it will make the order easier to edit in the IBID frontlist review because it is usually a valid category code.įormatting Title and Author correctly for IBIDįor an IBID export, the title and author will automatically be converted to upper case, which you will see in the Export View screen. If you forget to assign a store section or category to a title, the IBID export will use the category code ZZZ instead of leaving it blank. For more on how this can work for you, please see the more detailed article about category suggestions. Category can be added as you add your order in Edelweiss, and/or if you do set up category mapping, the system can also suggest your store categories for you as you order, which you can adjust if you like on an individual basis. The category field also does not have to be valid for the purposes of importing into the Frontlist feature, but is recommended for best results as most likely you will need to add the category to be able to review the list before creating a PO. The data in the Format field in Edelweiss will end up in your Book Type field in IBID, and must be valid for you to be able to update the item later in IBID without an error, although it will import properly with no error. This field is not validated by IBID, so you do not have to map or have valid names or codes here, although you would just want to map publishers to the degree that it keeps them consistent with your conventions in IBID. The publisher field is the imprint name that will end up in the ‘publisher’ field in your inventory record. In the Frontlist Import feature in IBID, you must specify a single vendor as you import the file. The vendor mapping in Edelweiss is not important for IBID users, since vendor is not a data element that will be included in the export file. The following informaiton has been provided by IBID:įor IBID, you will most likely need to map binding, publisher, and possibly category. Then just click that Download button to create a file you can import in to IBID. ![]() In that Export Preview screen, click Download to export your order:Įdit your order as needed. While in that view, enter your Export Preview screen here: This can be a useful view when editing titles’ category codes, etc. To view your order in the Standard View, which shows your order in a catalog format, so with all the title covers, catalog copy, bibliographic information, etc. Then go to your Orders page, and click in to the Export Preview screen for the order you wish to export. Also, certain standard changes like removing punctuation, making abbreviations in the title, and so on can be managed en masse with the Export Rules features. ![]() Setting up the appropriate mapping for vendor, publisher, and format should take care of that en masse. You do not need to set the same commonly-used attributes like publisher or binding title-by-title this way, unless there is a title that is unusual. Note that you don’t need to use this feature to edit all titles, it is just a way to change one-off things like changing a title to include something non-standard that you’d want to see eventually in IBID. To do this, check the box to “Enable POS-specific editing in catalogs.” This will add an Edit IBID Attributes icon to each title in the catalog view, which you can click to update the wording in a title, or author format.Ĭhanges you make here will flow through to your exported file for IBID. This is a user-specific option, so only needed for people who may need to edit title information directly within a list of titles in Edelweiss. While you are in there, you may want to enable an extra option that allows buyers to directly change certain fields as you review a catalog. (Note that ‘ROSI’ is also an option here, which is the same format, although selecting the IBID format specifically is better for most DOS IBID stores as it will apply some extra IBID-specific rules, such as upper-casing, automatically). Go to the Preferences Icon, and select the POS Default option.įirst make sure you have IBID selected as your default POS system. ![]() This is a one-time step, and will apply for any user at your company. Set your Store’s Default Export Style in Edelweiss
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