Using Quick Click Ordering

If your organization has acquired Quick Click Ordering, you can use it to streamline the process of creating bibliographic and order records for orders placed with vendors who support this functionality. Using Quick Click Ordering with a vendor requires that you have an account and user profile set up with that vendor.

To use Quick Click Ordering, see the following sections.

Setting Up Sierra for Quick Click Ordering

Depending on the configuration of your system, you might need to do the following to set up Sierra for Quick Click Ordering.

  • If your library uses a firewall, you must open the ports for Quick Click ordering. See Access through Local Firewalls for the standard Web FTP port. If you cannot use the standard port, contact the Quick Click vendor to arrange FTP via another port.
  • Make sure that the vendor's IP address has been added to your Network Access table using the IIIFTP option.
  • If desired, Sierra can produce a review file of bibliographic records that are created during the Quick Click Ordering process. By default, a review file is not created; contact Innovative if you want to enable this feature.

Note that this setup is for the Sierra system only. Additional setup might be required on your vendor's website (for example, to create a user account or profile). Contact your vendor for any setup requirements.

Using Quick Click Ordering

To use Quick Click Ordering:

  1. Log in to your vendor's system.
  2. Follow your vendor's instructions for using their ordering system (for example, Baker & Taylor's "One-Click MARC" feature).

When you download the contents of your shopping cart, the bibliographic and order data is transferred via FTP to your server. The server automatically processes the data and creates bibliographic and order records.

  1. To confirm that the records were created, go to the Place Orders function and search for the title(s) that you ordered.

Alternatively, if your system is set up to produce a review file of the new records, you can go to the Create Lists function and view the file. Because this is a system-generated review file, you must copy the file into an empty review file to view it.

The bibliographic and order records should be fully processed a few minutes after being sent from the vendor.

Quick Click Ordering and Multiple Accounting Units

If your library has more than one accounting unit, you need to ensure that the vendor places the file in the correct account directory on your Sierra system. You might need to talk to your vendor or set up your user profile on the vendor's system to use the correct accounting unit. For example, you must enter this information in your user profile if you are using Baker & Taylor's One-Click MARC feature.

To change your user profile to recognize accounting units, do the following.

  1. Determine the name of your accounting unit by choosing Help | About in Sierra.

Note the value in the Current Accounting/Serials Name entry. The name is case sensitive.

  1. Go to your user profile on the vendor's system or contact your vendor. For Baker & Taylor for example, enter the name of the accounting unit you noted in the previous step in the FTP Inbound Directory field.