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Upload and download locations for knowledge base collections

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Find instructions to upload and download titles in a collections and a table that gives an overview of upload and download locations across Collection Manager.

Upload and download titles in a collection

Unless your provider is sending periodic, automated feeds to OCLC, you will need to update any knowledge base collections for which you purchase titles or make other changes. To upload and download a spreadsheet of titles in a collection, use the collection-level settings.

Navigate to the collection and expand the Titles accordion. Expand the More Actions drop-down list. See the instructions to:

  • Upload a file of titles to a knowledge base collection
  • Download a file of titles from a knowledge base collection

Upload and download locations in Collection Manager

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.