| Category of need | Desired action | Relevant collection types | Upload/ download location | Alternative location | Find instructions | Notes |
|---|---|---|---|---|---|---|
| MARC records | Download MARC records | All collection types | Metadata > My Files > Downloads | SFTP | See Download files in My Files and Download files with SFTP | The instructions are included within each collection-type workflow. See Choose your Collection Manager workflow |
| Record and WorldCat holding reports | Download record and WorldCat holdings reports | All collection types | None (Receive via email) | OCLC Usage Statistics | See Institution settings, Reports and Understand emailed reports. | Reports are not generated if there is no activity |
| Download additional data sync reports | Data sync collections | Metadata > My Files > Downloads | SFTP | See Download files in My Files and My Files reports and record files. | None | |
| Knowledge base Activity History, collections and Titles | Download activity history or a third-party holdings file uploaded report | Knowledge base collections | Activity History | None | See Collection Manager Activity History | Find activity history per collection in collection-level settings. |
| Upload/Download title data to select and/or customize a single collection | Knowledge base collections | Collection-level settings | None | See Collection-level settings in knowledge base collections, Titles. | Follow the instructions for KBART formatting and for file format. | |
| Download a file of all selected collections or titles, | Knowledge base collections | My Files > Downloads > KB Downloads | None | See Download knowledge base data to analyze your selections or for a third-party. | All file downloads are UTF-8 encoded. | |
| Upload a complete holdings file from a third-party knowledge base | Knowledge base collections | Institution Settings > Knowledge Base Data > Upload KB Data | SFTP | See Map title from a holdings file. | Follow the instructions to export your holdings and prepare your file for upload. | |
| Data sync file transfer | Upload files for a data sync collection | Data sync collections | Metadata > My Files > Uploads | SFTP | See Upload files in My Files. | Review the data requirements for bibliographic and/or local holdings records. |
| Download files for a data sync collection | Data sync collections | Metadata > My Files > Downloads | SFTP | See Download files in My Files. | Review the data requirements for bibliographic and/or local holdings records. Note: All Own Record Return files are output in UTF-8. |
Note: Providers can send OCLC files on your behalf to dynamically maintain knowledge base collections. Likewise, they can send us your electronic invoice so you get MARC records for cataloging partner collections. OCLC and your provider will arrange a method to send OCLC files via SFTP or another method.