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Monthly transaction reports

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Find information about monthly CatExpress transaction reports available for individual libraries and for libraries subscribing as a group.

Monthly transaction reports are mounted each month in My Files (under the WorldShare Metadata tab).  

Reports are not available for libraries that use the simplified cataloging interface but do not subscribe to the CatExpress service.

Characteristic Description
Availability Each month OCLC mounts your reports in My Files (under the WorldShare Metadata tab).
Longevity Reports remain available for 90 days.
Content The reports list transactions for the current month's activity and year-to-date activity (year-to-date activity is for the subscription year, not the calendar year).

Reports include 4 kinds of information:
  • Setholds: The number of times your institution symbol was added to a record as a first-time use. Setholds are counted against your CatExpress subscription level. Any usage after the first time is not counted against your CatExpress subscription level.
  • Deletes: The number of times you delete your institution symbol from a record.
  • Searches: The number of searches you performed in CatExpress.
  • Records delivered: The number of records you exported from CatExpress. Records exported for Cataloging partner collections, data sync collections, and some Knowledge base collections are counted against your CatExpress subscription level. Please see Use Collection Manager with a CatExpress subscription for more information.
Format The reports are available in a comma-delimited format, which can be loaded into a spreadsheet.